Dimensional ETF Trust - DFIV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026

13D/13G major owners: Ownership tab.

Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.

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Investor	History	Status	Shares held	Market value ($000)	% of portfolio	Previous %	Rank	Change in shares	% change in shares	Source	Date reported
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	33,545,101	1,812,106	0.97%	0.97%	1	0	0.0%	Q2 2026	Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	23,955,107	1,294,054	1.6%	1.6%	2	0	0.0%	Q2 2026	Aug 19, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	17,201,811	929,241	0.46%	0.46%	3	0	0.0%	Q2 2026	Aug 07, 2026
Focus Partners Wealth	History	No change	17,198,028	929,037	0.95%	0.95%	4	0	0.0%	Q2 2026	Aug 12, 2026
Savant Capital, LLC	History	No change	10,548,529	574,093	1.69%	1.69%	5	0	0.0%	Q2 2026	Aug 10, 2026
EP Wealth Advisors, LLC	History	No change	9,199,022	496,931	1.9%	1.9%	6	0	0.0%	Q2 2026	Aug 11, 2026
NORTHERN TRUST CORP	History	No change	7,239,321	391,068	0.05%	0.05%	7	0	0.0%	Q2 2026	Aug 13, 2026
Focus Partners Advisor Solutions, LLC	History	No change	5,930,567	320,368	2.72%	2.72%	8	0	0.0%	Q2 2026	Aug 06, 2026
Farther Finance Advisors, LLC	History	Added to	4,992,574	278,885	1.97%	1.99%	9	+279,458	5.93%	Q3 2026	Oct 08, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	5,084,560	274,667	0.06%	0.06%	10	0	0.0%	Q2 2026	Sep 23, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	4,684,862	253,076	0.07%	0.07%	11	0	0.0%	Q2 2026	Aug 14, 2026
Plancorp, LLC	History	No change	3,765,351	208,299	5.08%	5.08%	12	0	0.0%	Q2 2026	Jul 14, 2026
BANK OF AMERICA CORP /DE/	History	No change	3,834,628	207,146	0.01%	0.01%	13	0	0.0%	Q2 2026	Aug 14, 2026
Cerity Partners LLC	History	No change	3,631,961	196,198	0.24%	0.24%	14	0	0.0%	Q2 2026	Aug 14, 2026
Index Fund Advisors, Inc.	History	No change	3,590,153	193,940	7.7%	7.7%	15	0	0.0%	Q2 2026	Aug 12, 2026
Corient Private Wealth LP	History	No change	3,517,784	190,030	0.26%	0.26%	16	0	0.0%	Q2 2026	Aug 27, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	3,479,895	187,502	0.08%	0.08%	17	0	0.0%	Q2 2026	Aug 14, 2026
HighTower Advisors, LLC	History	No change	3,392,299	183,251	0.18%	0.18%	18	0	0.0%	Q2 2026	Aug 05, 2026
Creative Planning	History	No change	3,381,003	182,641	0.11%	0.11%	19	0	0.0%	Q2 2026	Aug 13, 2026
Foster Group, Inc.	History	No change	2,937,971	158,709	4.22%	4.22%	20	0	0.0%	Q2 2026	Jul 07, 2026
LPL Financial LLC	History	No change	2,748,495	148,473	0.03%	0.03%	21	0	0.0%	Q2 2026	Aug 07, 2026
Kestra Investment Management, LLC	History	No change	2,576,518	139,183	2.7%	2.7%	22	0	0.0%	Q2 2026	Aug 05, 2026
UBS Group AG	History	No change	2,448,827	132,285	0.02%	0.02%	23	0	0.0%	Q2 2026	Aug 13, 2026
Modera Wealth Management, LLC	History	No change	2,306,071	124,573	1.33%	1.33%	24	0	0.0%	Q2 2026	Aug 03, 2026
Apella Capital, LLC	History	Added to	2,083,562	115,033	1.46%	1.52%	25	+140,512	7.23%	Q3 2026	Oct 08, 2026
Confluence Wealth Services, Inc.	History	No change	2,072,260	111,943	3.2%	3.2%	26	0	0.0%	Q2 2026	Jul 22, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	History	No change	1,998,100	107,937	0.16%	0.16%	27	0	0.0%	Q2 2026	Aug 14, 2026
Beacon Pointe Advisors, LLC	History	No change	1,965,098	106,154	0.49%	0.49%	28	0	0.0%	Q2 2026	Aug 18, 2026
Cetera Investment Advisers	History	No change	1,918,032	103,612	0.09%	0.09%	29	0	0.0%	Q2 2026	Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	No change	1,835,877	99,174	1.45%	1.45%	30	0	0.0%	Q2 2026	Jul 14, 2026
TCI Wealth Advisors, Inc.	History	No change	1,786,134	96,486	4.17%	4.17%	31	0	0.0%	Q2 2026	Jul 29, 2026
Team Hewins, LLC	History	No change	1,745,668	94,300	25.8%	25.8%	32	0	0.0%	Q2 2026	Jul 29, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC	History	No change	1,610,229	86,984	6.88%	6.88%	33	0	0.0%	Q2 2026	Aug 06, 2026
ROYAL BANK OF CANADA	History	No change	1,543,806	83,397	0.01%	0.01%	34	0	0.0%	Q2 2026	Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	1,450,974	80,427	0.13%	0.13%	35	0	0.0%	Q2 2026	Jul 15, 2026
CHOREO, LLC	History	No change	1,477,472	79,813	0.88%	0.88%	36	0	0.0%	Q2 2026	Aug 04, 2026
Evanson Financial, LLC	History	No change	1,430,696	77,286	3.78%	3.78%	37	0	0.0%	Q2 2026	Jul 07, 2026
Wealth Management Nebraska	History	No change	1,416,453	76,516	6.83%	6.83%	38	0	0.0%	Q2 2026	Jul 27, 2026
JANE STREET GROUP, LLC	History	No change	1,306,543	70,579	0.01%	0.01%	39	0	0.0%	Q2 2026	Aug 14, 2026
Falcon Wealth Planning	History	No change	1,291,418	69,762	4.4%	4.4%	40	0	0.0%	Q2 2026	Jul 13, 2026
WELLS FARGO & COMPANY/MN	History	No change	1,245,108	67,260	0.01%	0.01%	41	0	0.0%	Q2 2026	Aug 14, 2026
DIXON FNANCIAL SERVICES, INC.	History	No change	1,233,662	66,642	26.99%	26.99%	42	0	0.0%	Q2 2026	Jul 14, 2026
Sequoia Financial Advisors, LLC	History	No change	1,217,842	65,787	0.33%	0.33%	43	0	0.0%	Q2 2026	Jul 17, 2026
Vise Technologies, Inc.	History	No change	1,183,164	63,914	0.72%	0.72%	44	0	0.0%	Q2 2026	Aug 10, 2026
Root Financial Partners, LLC	History	No change	1,179,895	63,737	2.48%	2.48%	45	0	0.0%	Q2 2026	Jul 29, 2026
EARNED WEALTH ADVISORS, LLC	History	No change	1,163,317	62,842	4.05%	4.05%	46	0	0.0%	Q2 2026	Aug 14, 2026
Beaird Harris Wealth Management, LLC	History	No change	1,144,454	61,823	3.87%	3.87%	47	0	0.0%	Q2 2026	Jul 08, 2026
True Link Financial Advisors, LLC	History	No change	1,105,949	59,743	3.45%	3.45%	48	0	0.0%	Q2 2026	Jul 31, 2026
Petersen Hastings Wealth Advisors Inc.	History	No change	1,101,723	59,515	4.99%	4.99%	49	0	0.0%	Q2 2026	Jul 17, 2026
Smartleaf Asset Management LLC	History	No change	1,083,909	58,487	1.9%	1.9%	50	0	0.0%	Q2 2026	Aug 12, 2026
WASHINGTON TRUST BANK	History	No change	1,058,522	57,181	4.0%	4.0%	51	0	0.0%	Q2 2026	Aug 05, 2026
MASECO LLP	History	No change	1,003,214	54,183	1.52%	1.52%	52	0	0.0%	Q2 2026	Aug 05, 2026
KEB ASSET MANAGEMENT, LLC	History	No change	950,337	51,337	8.31%	8.31%	53	0	0.0%	Q2 2026	Jul 14, 2026
Waverly Advisors, LLC	History	No change	940,947	50,829	0.29%	0.29%	54	0	0.0%	Q2 2026	Aug 14, 2026
SAX WEALTH ADVISORS, LLC	History	No change	943,741	49,810	2.03%	2.03%	55	0	0.0%	Q2 2026	Jul 09, 2026
ECLECTIC ASSOCIATES INC /ADV	History	Added to	852,853	47,641	5.32%	5.09%	56	+25,123	3.04%	Q3 2026	Oct 08, 2026
Mariner, LLC	History	No change	873,528	47,175	0.05%	0.05%	57	0	0.0%	Q2 2026	Aug 13, 2026
Verus Financial Partners, Inc.	History	No change	860,998	46,511	3.98%	3.98%	58	0	0.0%	Q2 2026	Jul 21, 2026
Equitable Holdings, Inc.	History	No change	858,805	46,392	0.28%	0.28%	59	0	0.0%	Q2 2026	Aug 17, 2026
Parkwoods Wealth Partners, LLC	History	No change	839,208	45,334	7.28%	7.28%	60	0	0.0%	Q2 2026	Jul 27, 2026
Strategic Financial Services, Inc.	History	No change	820,043	44,298	1.94%	1.94%	61	0	0.0%	Q2 2026	Aug 24, 2026
LANDAAS & CO /WI /ADV	History	No change	756,140	40,846	7.43%	7.43%	62	0	0.0%	Q2 2026	Jul 21, 2026
Pallas Capital Advisors LLC	History	No change	730,191	39,444	1.21%	1.21%	63	0	0.0%	Q2 2026	Aug 07, 2026
Wealth Architects, LLC	History	No change	707,134	38,199	3.02%	3.02%	64	0	0.0%	Q2 2026	Jul 23, 2026
McGlone Suttner Wealth Management, Inc.	History	No change	703,455	38,000	4.46%	4.46%	65	0	0.0%	Q2 2026	Jul 21, 2026
Premier Financial Group	History	No change	701,432	37,891	7.62%	7.62%	66	0	0.0%	Q2 2026	Sep 18, 2026
Trinity Financial Advisors LLC	History	Reduced	666,684	37,240	9.59%	9.28%	67	-1,718	-0.26%	Q3 2026	Oct 08, 2026
FIDUCIARY FINANCIAL GROUP, LLC	History	No change	681,788	36,830	4.17%	4.17%	68	0	0.0%	Q2 2026	Jul 10, 2026
Forvis Mazars Wealth Advisors, LLC	History	No change	674,823	36,453	0.61%	0.61%	69	0	0.0%	Q2 2026	Aug 10, 2026
Hudock, Inc.	History	No change	673,584	36,387	4.66%	4.66%	70	0	0.0%	Q2 2026	Jul 31, 2026
Planning Center, Inc.	History	No change	673,128	36,362	3.43%	3.43%	71	0	0.0%	Q2 2026	Jul 29, 2026
TRUIST FINANCIAL CORP	History	No change	668,302	36,101	0.04%	0.04%	72	0	0.0%	Q2 2026	Jul 28, 2026
Quent Capital, LLC	History	No change	658,997	35,599	2.19%	2.19%	73	0	0.0%	Q2 2026	Aug 07, 2026
Baird Financial Group, Inc.	History	No change	616,504	33,303	0.05%	0.05%	74	0	0.0%	Q2 2026	Aug 12, 2026
TOBIAS FINANCIAL ADVISORS, INC.	History	No change	610,701	32,990	4.19%	4.19%	75	0	0.0%	Q2 2026	Aug 25, 2026
Three Arch Wealth Management LLC	History	No change	602,821	32,564	4.99%	4.99%	76	0	0.0%	Q2 2026	Aug 06, 2026
B&D White Capital Company, LLC	History	No change	587,103	31,715	3.16%	3.16%	77	0	0.0%	Q2 2026	Jul 31, 2026
Hill Investment Group Partners, LLC	History	No change	579,199	31,288	3.19%	3.19%	78	0	0.0%	Q2 2026	Aug 12, 2026
JPMORGAN CHASE & CO	History	No change	574,462	30,998	0.0%	0.0%	79	0	0.0%	Q2 2026	Aug 12, 2026
Kestra Advisory Services, LLC	History	No change	570,476	30,817	0.1%	0.1%	80	0	0.0%	Q2 2026	Jul 28, 2026
SACHEM HILL LLC	History	No change	566,016	30,576	5.44%	5.44%	81	0	0.0%	Q2 2026	Aug 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP	History	No change	531,033	28,687	0.33%	0.33%	82	0	0.0%	Q2 2026	Aug 14, 2026
Acropolis Investment Management, LLC	History	Reduced	509,494	28,460	1.14%	1.09%	83	-404	-0.08%	Q3 2026	Oct 08, 2026
MML INVESTORS SERVICES, LLC	History	No change	513,667	27,748	0.06%	0.06%	84	0	0.0%	Q2 2026	Aug 07, 2026
Allworth Financial LP	History	No change	507,224	27,400	0.12%	0.12%	85	0	0.0%	Q2 2026	Aug 11, 2026
Factor Wealth Management LTD	History	Reduced	488,379	27,280	4.17%	4.08%	86	-11,800	-2.36%	Q3 2026	Oct 08, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	456,692	24,670	0.01%	0.01%	87	0	0.0%	Q2 2026	Aug 14, 2026
OSAIC HOLDINGS, INC.	History	No change	451,840	24,415	0.03%	0.03%	88	0	0.0%	Q2 2026	Aug 14, 2026
First Command Advisory Services, Inc.	History	No change	449,915	24,257	0.14%	0.14%	89	0	0.0%	Q2 2026	Aug 10, 2026
BAYSHORE ASSET MANAGEMENT, LLC	History	No change	439,280	23,729	8.48%	8.48%	90	0	0.0%	Q2 2026	Jul 23, 2026
M Holdings Securities, Inc.	History	No change	438,482	23,685	3.24%	3.24%	91	0	0.0%	Q2 2026	Aug 11, 2026
COWA, LLC	History	No change	432,023	23,337	5.85%	5.85%	92	0	0.0%	Q2 2026	Aug 05, 2026
Rockefeller Capital Management L.P.	History	No change	429,826	23,219	0.04%	0.04%	93	0	0.0%	Q2 2026	Aug 13, 2026
PINNEY & SCOFIELD, INC.	History	No change	424,299	22,920	11.21%	11.21%	94	0	0.0%	Q2 2026	Aug 07, 2026
Wescott Financial Advisory Group, LLC	History	No change	418,590	22,612	1.75%	1.75%	95	0	0.0%	Q2 2026	Aug 04, 2026
MASON STREET ADVISORS, LLC	History	No change	414,285	22,379	2.02%	2.02%	96	0	0.0%	Q2 2026	Aug 12, 2026
Disciplined Equity Management, Inc.	History	No change	413,227	22,322	9.89%	9.89%	97	0	0.0%	Q2 2026	Jul 29, 2026
Squire Investment Management Company, LLC	History	No change	412,587	22,287	5.37%	5.37%	98	0	0.0%	Q2 2026	Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	401,959	21,713	0.03%	0.03%	99	0	0.0%	Q2 2026	Jul 29, 2026
FISCHER INVESTMENT STRATEGIES, LLC	History	No change	399,195	21,564	10.29%	10.29%	100	0	0.0%	Q2 2026	Jul 24, 2026
VESTIA PERSONAL WEALTH ADVISORS	History	No change	398,814	21,543	8.41%	8.41%	101	0	0.0%	Q2 2026	Aug 10, 2026
Capital Analysts, LLC	History	No change	396,571	21,422	0.49%	0.49%	102	0	0.0%	Q2 2026	Aug 05, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	History	Reduced	372,724	20,820	2.96%	2.9%	103	-4,635	-1.23%	Q3 2026	Oct 08, 2026
LRI Investments, LLC	History	No change	384,826	20,788	1.67%	1.67%	104	0	0.0%	Q2 2026	Jul 14, 2026
Navigoe, LLC	History	No change	382,374	20,655	10.8%	10.8%	105	0	0.0%	Q2 2026	Jul 31, 2026
DOPKINS WEALTH MANAGEMENT, LLC	History	No change	382,231	20,648	7.5%	7.5%	106	0	0.0%	Q2 2026	Jul 14, 2026
McLean Asset Management Corp	History	No change	353,172	20,226	2.67%	2.67%	107	0	0.0%	Q2 2026	Aug 12, 2026
Forum Financial Management, LP	History	No change	372,555	20,125	0.26%	0.26%	108	0	0.0%	Q2 2026	Jul 23, 2026
CFS Investment Advisory Services, LLC	History	No change	360,811	19,797	1.32%	1.32%	109	0	0.0%	Q2 2026	Jul 16, 2026
ShankerValleau Wealth Advisors, Inc.	History	No change	364,529	19,691	5.19%	5.19%	110	0	0.0%	Q2 2026	Jul 09, 2026
VeraBank, N.A.	History	No change	363,849	19,655	3.25%	3.25%	111	0	0.0%	Q2 2026	Aug 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	360,198	19,457	0.14%	0.14%	112	0	0.0%	Q2 2026	Aug 14, 2026
CLARIS ADVISORS, LLC / MO /	History	No change	356,869	19,278	5.03%	5.03%	113	0	0.0%	Q2 2026	Jul 21, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	346,548	18,721	0.04%	0.04%	114	0	0.0%	Q2 2026	Jul 27, 2026
Meritas Wealth Management, LLC	History	No change	345,878	18,684	7.3%	7.3%	115	0	0.0%	Q2 2026	Jul 21, 2026
Prism Advisors, Inc.	History	Reduced	337,438	18,653	4.68%	4.91%	116	-36,574	-9.78%	Q3 2026	Oct 09, 2026
Shearwater Capital LLC	History	No change	342,478	18,500	8.83%	8.83%	117	0	0.0%	Q2 2026	Jul 08, 2026
Disciplined Investments, LLC	History	No change	341,670	18,457	5.96%	5.96%	118	0	0.0%	Q2 2026	Aug 07, 2026
Apeiron RIA LLC	History	Reduced	327,127	18,027	4.1%	4.54%	119	-773	-0.24%	Q3 2026	Oct 08, 2026
Rather & Kittrell, Inc.	History	No change	332,782	17,976	2.51%	2.51%	120	0	0.0%	Q2 2026	Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	332,152	17,942	0.03%	0.03%	121	0	0.0%	Q2 2026	Aug 13, 2026
Merit Financial Group, LLC	History	No change	331,096	17,885	0.11%	0.11%	122	0	0.0%	Q2 2026	Jul 20, 2026
Penserra Capital Management LLC	History	No change	330,182	17,836	0.14%	0.14%	123	0	0.0%	Q2 2026	Aug 13, 2026
ALLEN WEALTH MANAGEMENT, LLC	History	No change	324,395	17,523	8.53%	8.53%	124	0	0.0%	Q2 2026	Jul 24, 2026
BlueSky Wealth Advisors, LLC	History	No change	323,303	17,464	2.02%	2.02%	125	0	0.0%	Q2 2026	Jul 28, 2026
EnRich Financial Partners LLC	History	No change	313,114	16,914	4.02%	4.02%	126	0	0.0%	Q2 2026	Jul 27, 2026
Sterling Financial Planning, Inc.	History	No change	310,296	16,762	4.56%	4.56%	127	0	0.0%	Q2 2026	Aug 11, 2026
Embree Financial Group	History	No change	307,632	16,618	1.66%	1.66%	128	0	0.0%	Q2 2026	Jul 15, 2026
GREAT OAK CAPITAL PARTNERS, LLC	History	No change	297,894	16,479	3.56%	3.56%	129	0	0.0%	Q2 2026	Jul 14, 2026
Fonville Wealth Management LLC	History	No change	303,321	16,385	2.68%	2.68%	130	0	0.0%	Q2 2026	Jul 28, 2026
Integrated Wealth Concepts LLC	History	No change	302,192	16,324	0.11%	0.11%	131	0	0.0%	Q2 2026	Sep 08, 2026
Peirce Capital Management, LLC	History	No change	296,414	16,012	5.87%	5.87%	132	0	0.0%	Q2 2026	Jul 10, 2026
STIFEL FINANCIAL CORP	History	No change	295,758	15,976	0.01%	0.01%	133	0	0.0%	Q2 2026	Aug 12, 2026
JDH Wealth Management, LLC	History	No change	287,818	15,547	9.46%	9.46%	134	0	0.0%	Q2 2026	Jul 22, 2026
NATIXIS ADVISORS, LLC	History	No change	284,593	15,373	0.02%	0.02%	135	0	0.0%	Q2 2026	Aug 14, 2026
Ruedi Wealth Management, Inc.	History	No change	280,259	15,139	3.55%	3.55%	136	0	0.0%	Q2 2026	Jul 29, 2026
Private Advisor Group, LLC	History	No change	274,682	14,838	0.07%	0.07%	137	0	0.0%	Q2 2026	Jul 27, 2026
Mraz, Amerine & Associates, Inc.	History	No change	274,258	14,815	2.13%	2.13%	138	0	0.0%	Q2 2026	Jul 16, 2026
Aurdan Capital Management, LLC	History	No change	274,106	14,807	3.76%	3.76%	139	0	0.0%	Q2 2026	Jul 15, 2026
Pathstone Holdings, LLC	History	No change	265,877	14,362	0.04%	0.04%	140	0	0.0%	Q2 2026	Aug 13, 2026
Savvy Advisors, Inc.	History	No change	265,857	14,361	0.3%	0.3%	141	0	0.0%	Q2 2026	Aug 03, 2026
KM Capital Management Ltd.	History	No change	263,051	14,210	6.68%	6.68%	142	0	0.0%	Q2 2026	Aug 14, 2026
Capstone Wealth Management, LLC	History	No change	261,831	14,144	6.56%	6.56%	143	0	0.0%	Q2 2026	Jul 23, 2026
Lauterbach Financial Advisors, LLC	History	No change	259,530	14,019	6.03%	6.03%	144	0	0.0%	Q2 2026	Jul 27, 2026
Guardian Wealth Management, LLC	History	No change	256,328	13,846	3.88%	3.88%	145	0	0.0%	Q2 2026	Jul 24, 2026
ELEVATE WEALTH ADVISORY, INC	History	No change	254,738	13,760	7.86%	7.86%	146	0	0.0%	Q2 2026	Aug 14, 2026
Robinswood Financial LLC	History	No change	254,698	13,758	3.94%	3.94%	147	0	0.0%	Q2 2026	Jul 14, 2026
Destiny Wealth Partners, LLC	History	No change	239,939	13,741	1.94%	1.94%	148	0	0.0%	Q2 2026	Aug 07, 2026
Visionary Wealth Advisors	History	No change	253,952	13,718	0.54%	0.54%	149	0	0.0%	Q2 2026	Aug 13, 2026
Werba Rubin Papier Wealth Management	History	No change	249,131	13,458	1.63%	1.63%	150	0	0.0%	Q2 2026	Jul 27, 2026
Quantinno Capital Management LP	History	No change	248,725	13,436	0.02%	0.02%	151	0	0.0%	Q2 2026	Aug 13, 2026
Tradewinds, LLC.	History	No change	1,108	13,394	3.01%	3.01%	152	0	0.0%	Q2 2026	Aug 14, 2026
MAI Capital Management	History	No change	247,904	13,391	0.05%	0.05%	153	0	0.0%	Q2 2026	Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	No change	247,434	13,366	0.21%	0.21%	154	0	0.0%	Q2 2026	Jul 28, 2026
MONOGRAPH WEALTH ADVISORS, LLC	History	No change	241,227	13,031	1.07%	1.07%	155	0	0.0%	Q2 2026	Aug 14, 2026
Trademark Financial Management, LLC	History	No change	237,066	12,806	5.24%	5.24%	156	0	0.0%	Q2 2026	Jul 27, 2026
DiNuzzo Private Wealth, Inc.	History	No change	234,686	12,677	1.25%	1.25%	157	0	0.0%	Q2 2026	Jul 10, 2026
SeedSafe Financial LLC	History	No change	231,864	12,526	9.02%	9.02%	158	0	0.0%	Q2 2026	Aug 12, 2026
CARDIFF PARK ADVISORS, LLC	History	No change	231,483	12,504	0.97%	0.97%	159	0	0.0%	Q2 2026	Aug 14, 2026
MARYLAND CAPITAL ADVISORS INC.	History	No change	226,507	12,235	3.92%	3.92%	160	0	0.0%	Q2 2026	Jul 17, 2026
ABLE Financial Group, LLC	History	No change	220,204	11,895	2.0%	2.0%	161	0	0.0%	Q2 2026	Jul 22, 2026
MORGAN STANLEY	History	No change	216,884	11,716	0.0%	0.0%	162	0	0.0%	Q2 2026	Aug 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC	History	No change	216,493	11,694	1.54%	1.54%	163	0	0.0%	Q2 2026	Jul 13, 2026
Mattern Wealth Management LLC	History	No change	216,224	11,680	1.92%	1.92%	164	0	0.0%	Q2 2026	Jul 23, 2026
Tillman Hartley LLC	History	No change	215,049	11,616	2.61%	2.61%	165	0	0.0%	Q2 2026	Aug 06, 2026
Financial Futures Ltd Liability Co.	History	No change	210,600	11,376	4.33%	4.33%	166	0	0.0%	Q2 2026	Jul 27, 2026
Summit Financial, LLC	History	No change	210,265	11,358	0.12%	0.12%	167	0	0.0%	Q2 2026	Aug 12, 2026
MISSION WEALTH MANAGEMENT, LP	History	No change	208,768	11,277	0.14%	0.14%	168	0	0.0%	Q2 2026	Jul 20, 2026
Valmark Advisers, Inc.	History	No change	207,176	11,191	0.12%	0.12%	169	0	0.0%	Q2 2026	Aug 06, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	History	No change	206,876	11,175	5.85%	5.85%	170	0	0.0%	Q2 2026	Jul 20, 2026
Compound Planning, Inc.	History	No change	206,170	11,137	0.29%	0.29%	171	0	0.0%	Q2 2026	Aug 04, 2026
Austin Asset Management Co Inc	History	No change	203,381	10,986	1.53%	1.53%	172	0	0.0%	Q2 2026	Jul 31, 2026
BAKER BOYER NATIONAL BANK	History	No change	202,584	10,943	3.01%	3.01%	173	0	0.0%	Q2 2026	Jul 27, 2026
REAP Financial Group, LLC	History	No change	201,738	10,897	1.86%	1.86%	174	0	0.0%	Q2 2026	Aug 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	200,723	10,843	0.02%	0.02%	175	0	0.0%	Q2 2026	Aug 14, 2026
Stone Summit Wealth LLC	History	No change	200,201	10,814	2.74%	2.74%	176	0	0.0%	Q2 2026	Jul 23, 2026
Advisory Alpha, LLC	History	No change	198,674	10,732	0.26%	0.26%	177	0	0.0%	Q2 2026	Aug 11, 2026
Rothschild Wealth LLC	History	No change	198,381	10,716	0.86%	0.86%	178	0	0.0%	Q2 2026	Aug 11, 2026
ASPIRIANT, LLC	History	No change	197,598	10,674	0.26%	0.26%	179	0	0.0%	Q2 2026	Jul 20, 2026
EQ WEALTH ADVISORS, LLC	History	No change	195,764	10,575	5.81%	5.81%	180	0	0.0%	Q2 2026	Jul 24, 2026
AE Wealth Management LLC	History	No change	195,742	10,574	0.05%	0.05%	181	0	0.0%	Q2 2026	Aug 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS	History	No change	190,541	10,293	0.99%	0.99%	182	0	0.0%	Q2 2026	Jul 22, 2026
G2 CAPITAL MANAGEMENT, LLC / OH	History	No change	189,485	10,235	2.23%	2.23%	183	0	0.0%	Q2 2026	Aug 11, 2026
Kings Path Partners LLC	History	No change	189,008	10,210	2.72%	2.72%	184	0	0.0%	Q2 2026	Jul 14, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC	History	No change	187,707	10,139	3.18%	3.18%	185	0	0.0%	Q2 2026	Jul 28, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	No change	183,756	9,926	0.73%	0.73%	186	0	0.0%	Q2 2026	Aug 03, 2026
Altiora Financial Group, LLC	History	No change	182,333	9,849	1.55%	1.55%	187	0	0.0%	Q2 2026	Aug 07, 2026
Tortoise Investment Management, LLC	History	No change	181,496	9,804	0.73%	0.73%	188	0	0.0%	Q2 2026	Aug 07, 2026
Laurel Wealth Planning LLC	History	No change	176,000	9,507	4.21%	4.21%	189	0	0.0%	Q2 2026	Jul 30, 2026
Oceanside Advisors LLC	History	No change	172,546	9,320	4.7%	4.7%	190	0	0.0%	Q2 2026	Jul 27, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC	History	Reduced	160,595	8,970	1.76%	1.94%	191	-8,179	-4.85%	Q3 2026	Oct 05, 2026
Veratis Advisors, Inc.	History	No change	166,058	8,970	6.35%	6.35%	192	0	0.0%	Q2 2026	Aug 13, 2026
Cedar Point Capital Partners, LLC	History	No change	164,507	8,886	5.11%	5.11%	193	0	0.0%	Q2 2026	Jul 27, 2026
Turning Point Benefit Group, Inc.	History	No change	162,367	8,768	3.77%	3.77%	194	0	0.0%	Q2 2026	Jul 23, 2026
Steward Partners Investment Advisory, LLC	History	No change	162,189	8,761	0.04%	0.04%	195	0	0.0%	Q2 2026	Aug 13, 2026
Bank of New Hampshire	History	Added to	153,875	8,595	1.86%	1.72%	196	+1,365	0.9%	Q3 2026	Oct 06, 2026
Sanctuary Advisors, LLC	History	No change	157,924	8,531	0.04%	0.04%	197	0	0.0%	Q2 2026	Aug 13, 2026
Kondo Wealth Advisors, Inc.	History	No change	156,917	8,476	2.83%	2.83%	198	0	0.0%	Q2 2026	Jul 21, 2026
Strategic Investment Solutions, Inc. /IL	History	No change	153,038	8,267	1.89%	1.89%	199	0	0.0%	Q2 2026	Jul 08, 2026
Certified Advisory Corp	History	No change	152,878	8,258	0.67%	0.67%	200	0	0.0%	Q2 2026	Jul 16, 2026
Perigon Wealth Management, LLC	History	No change	152,495	8,237	0.13%	0.13%	201	0	0.0%	Q2 2026	Aug 07, 2026
Financial Engines Advisors L.L.C.	History	No change	152,208	8,222	0.01%	0.01%	202	0	0.0%	Q2 2026	Aug 14, 2026
J. Mark Nickell & Co.	History	No change	152,164	8,219	6.56%	6.56%	203	0	0.0%	Q2 2026	Aug 11, 2026
Clarity Asset Management, Inc.	History	No change	151,479	8,182	4.01%	4.01%	204	0	0.0%	Q2 2026	Jul 16, 2026
Avidian Wealth Enterprises, LLC	History	Added to	145,088	8,104	0.23%	0.16%	205	+38,082	35.59%	Q3 2026	Oct 08, 2026
Sculati Wealth Management, LLC	History	No change	144,983	8,079	2.69%	2.69%	206	0	0.0%	Q2 2026	Jul 21, 2026
Richard Young Associates, Ltd.	History	No change	144,566	7,809	5.19%	5.19%	207	0	0.0%	Q2 2026	Jul 27, 2026
Serenity Investment Advisors	History	No change	134,329	7,764	3.31%	3.31%	208	0	0.0%	Q2 2026	Aug 24, 2026
Winter & Associates, Inc.	History	No change	143,360	7,744	5.82%	5.82%	209	0	0.0%	Q2 2026	Jul 09, 2026
Family Legacy, Inc.	History	No change	140,688	7,599	2.03%	2.03%	210	0	0.0%	Q2 2026	Aug 06, 2026
MATHER GROUP, LLC.	History	No change	139,196	7,519	0.07%	0.07%	211	0	0.0%	Q2 2026	Jul 27, 2026
Accel Wealth Management	History	No change	139,100	7,514	1.69%	1.69%	212	0	0.0%	Q2 2026	Jul 10, 2026
BANK OF MONTREAL /CAN/	History	No change	138,099	7,460	0.0%	0.0%	213	0	0.0%	Q2 2026	Aug 12, 2026
Causey Wealth LLC	History	No change	137,253	7,414	2.9%	2.9%	214	0	0.0%	Q2 2026	Aug 11, 2026
Compass Financial Group, Inc.	History	No change	134,097	7,243	3.06%	3.06%	215	0	0.0%	Q2 2026	Aug 04, 2026
Cordant, Inc.	History	No change	131,839	7,121	2.56%	2.56%	216	0	0.0%	Q2 2026	Jul 14, 2026
VANCE WEALTH, LLC	History	No change	131,564	7,107	1.6%	1.6%	217	0	0.0%	Q2 2026	Aug 14, 2026
Vistica Wealth Advisors, LLC	History	No change	131,563	7,107	6.15%	6.15%	218	0	0.0%	Q2 2026	Jul 27, 2026
Shotwell Rutter Baer Inc	History	No change	131,479	7,102	3.9%	3.9%	219	0	0.0%	Q2 2026	Jul 21, 2026
HMV Wealth Advisors, LLC	History	No change	129,106	6,974	2.72%	2.72%	220	0	0.0%	Q2 2026	Jul 13, 2026
RF&L WEALTH MANAGEMENT, LLC	History	No change	126,816	6,850	4.64%	4.64%	221	0	0.0%	Q2 2026	Jul 22, 2026
Larson Financial Group LLC	History	No change	124,700	6,736	0.18%	0.18%	222	0	0.0%	Q2 2026	Aug 14, 2026
Stratos Wealth Partners, LTD.	History	No change	124,517	6,726	0.07%	0.07%	223	0	0.0%	Q2 2026	Aug 11, 2026
Schwallier Wealth Management LLC	History	No change	123,268	6,658	4.21%	4.21%	224	0	0.0%	Q2 2026	Aug 14, 2026
1900 WEALTH MANAGEMENT LLC	History	No change	122,747	6,630	0.37%	0.37%	225	0	0.0%	Q2 2026	Aug 04, 2026
Estate Counselors, LLC	History	No change	122,491	6,616	0.57%	0.57%	226	0	0.0%	Q2 2026	Aug 07, 2026
WHITTIER TRUST CO	History	No change	119,178	6,610	0.06%	0.06%	227	0	0.0%	Q2 2026	Jul 27, 2026
ATLas Financial Planning LLC	History	No change	122,378	6,610	5.36%	5.36%	228	0	0.0%	Q2 2026	Jul 22, 2026
Platt Wealth Management LLC	History	No change	121,778	6,578	5.29%	5.29%	229	0	0.0%	Q2 2026	Jul 31, 2026
Alpha Advisors, LLC/VA	History	No change	120,446	6,506	4.89%	4.89%	230	0	0.0%	Q2 2026	Aug 12, 2026
N.E.W. Advisory Services LLC	History	No change	120,406	6,504	0.44%	0.44%	231	0	0.0%	Q2 2026	Aug 06, 2026
Avior Wealth Management, LLC	History	No change	119,975	6,481	0.17%	0.17%	232	0	0.0%	Q2 2026	Jul 07, 2026
Timonier Family Office, LTD.	History	No change	118,605	6,407	1.81%	1.81%	233	0	0.0%	Q2 2026	Aug 03, 2026
SEGALL BRYANT & HAMILL, LLC	History	No change	117,382	6,340	0.08%	0.08%	234	0	0.0%	Q2 2026	Aug 12, 2026
Avise Financial Cooperative, Inc.	History	No change	116,967	6,318	4.48%	4.48%	235	0	0.0%	Q2 2026	Aug 06, 2026
Glass Jacobson Investment Advisors llc	History	No change	116,918	6,315	1.97%	1.97%	236	0	0.0%	Q2 2026	Jul 30, 2026
Sterling Wealth Management, Inc.	History	No change	116,430	6,289	1.56%	1.56%	237	0	0.0%	Q2 2026	Jul 30, 2026
EverSource Wealth Advisors, LLC	History	No change	113,778	6,146	0.21%	0.21%	238	0	0.0%	Q2 2026	Jul 24, 2026
PARK AVENUE SECURITIES LLC	History	No change	112,723	6,089	0.04%	0.04%	239	0	0.0%	Q2 2026	Jul 20, 2026
Composition Wealth, LLC	History	No change	111,428	6,019	0.07%	0.07%	240	0	0.0%	Q2 2026	Jul 22, 2026
Valued Retirements, Inc.	History	No change	109,448	5,912	5.31%	5.31%	241	0	0.0%	Q2 2026	Aug 13, 2026
DeLarme Wealth Management, Inc.	History	No change	108,113	5,840	3.39%	3.39%	242	0	0.0%	Q2 2026	Aug 10, 2026
OMNI 360 Wealth, Inc.	History	No change	107,933	5,830	2.69%	2.69%	243	0	0.0%	Q2 2026	Jul 13, 2026
RTD Financial Advisors, Inc.	History	Added to	104,297	5,826	0.64%	0.42%	244	+32,428	45.12%	Q3 2026	Oct 09, 2026
COMMERCE BANK	History	No change	107,647	5,815	0.03%	0.03%	245	0	0.0%	Q2 2026	Aug 12, 2026
Advisory Services Network, LLC	History	No change	107,354	5,799	0.07%	0.07%	246	0	0.0%	Q2 2026	Aug 12, 2026
LAM GROUP, INC.	History	No change	106,938	5,776	2.87%	2.87%	247	0	0.0%	Q2 2026	Jul 10, 2026
Wealthspire Advisors, LLC	History	No change	106,405	5,747	0.03%	0.03%	248	0	0.0%	Q2 2026	Aug 11, 2026
Tilson Financial Group, Inc.	History	No change	106,198	5,736	1.58%	1.58%	249	0	0.0%	Q2 2026	Jul 27, 2026
Frankly Finances, LLC	History	No change	105,851	5,718	4.52%	4.52%	250	0	0.0%	Q2 2026	Jul 15, 2026
CreativeOne Wealth, LLC	History	No change	104,480	5,644	0.12%	0.12%	251	0	0.0%	Q2 2026	Aug 13, 2026
FMR LLC	History	No change	104,030	5,619	0.0%	0.0%	252	0	0.0%	Q2 2026	Aug 13, 2026
Breakwater Capital Group	History	Reduced	100,137	5,593	0.66%	0.65%	253	-240	-0.24%	Q3 2026	Oct 08, 2026
Spire Wealth Management	History	No change	102,520	5,538	0.17%	0.17%	254	0	0.0%	Q2 2026	Jul 15, 2026
World Investment Advisors	History	No change	101,634	5,364	0.09%	0.09%	255	0	0.0%	Q2 2026	Aug 13, 2026
Betterment LLC	History	No change	99,071	5,352	0.01%	0.01%	256	0	0.0%	Q2 2026	Aug 14, 2026
Beacon Harbor Wealth Advisors, Inc.	History	No change	92,617	5,304	1.03%	1.03%	257	0	0.0%	Q2 2026	Aug 07, 2026
Graver Capital Management, LLC	History	No change	98,123	5,300	3.78%	3.78%	258	0	0.0%	Q2 2026	Aug 07, 2026
KELLY FINANCIAL GROUP LLC	History	No change	97,787	5,282	1.17%	1.17%	259	0	0.0%	Q2 2026	Jul 14, 2026
InTrack Investment Management Inc	History	No change	96,942	5,236	2.6%	2.6%	260	0	0.0%	Q2 2026	Jul 17, 2026
Armbruster Capital Management, Inc.	History	No change	96,770	5,227	0.78%	0.78%	261	0	0.0%	Q2 2026	Jul 16, 2026
CVA Family Office, LLC	History	No change	95,902	5,180	0.47%	0.47%	262	0	0.0%	Q2 2026	Aug 07, 2026
CASTLE WEALTH MANAGEMENT LLC	History	No change	94,801	5,121	1.52%	1.52%	263	0	0.0%	Q2 2026	Jul 31, 2026
Porter White Investment Advisors, Inc.	History	No change	94,770	5,119	1.97%	1.97%	264	0	0.0%	Q2 2026	Jul 16, 2026
Envestnet Portfolio Solutions, Inc.	History	No change	94,567	5,108	0.02%	0.02%	265	0	0.0%	Q2 2026	Sep 23, 2026
Kraft, Davis & Associates, LLC	History	No change	92,056	5,040	1.05%	1.05%	266	0	0.0%	Q2 2026	Jul 09, 2026
Burk Holdings LLC	History	No change	92,852	5,015	1.85%	1.85%	267	0	0.0%	Q2 2026	Aug 12, 2026
City State Bank	History	No change	92,663	5,005	1.15%	1.15%	268	0	0.0%	Q2 2026	Jul 14, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC	History	No change	91,102	4,921	3.64%	3.64%	269	0	0.0%	Q2 2026	Jul 30, 2026
COGENT STRATEGIC WEALTH LLC	History	No change	91,009	4,916	4.69%	4.69%	270	0	0.0%	Q2 2026	Aug 11, 2026
Verum Partners LLC	History	No change	90,310	4,878	0.73%	0.73%	271	0	0.0%	Q2 2026	Jul 22, 2026
Opus Financial Solutions LLC	History	No change	90,072	4,865	3.92%	3.92%	272	0	0.0%	Q2 2026	Jul 24, 2026
Navigate Wealth Management, LLC	History	No change	87,103	4,854	3.01%	3.01%	273	0	0.0%	Q2 2026	Jul 23, 2026
BROWN ADVISORY INC	History	No change	89,682	4,844	0.01%	0.01%	274	0	0.0%	Q2 2026	Aug 14, 2026
Herold Advisors, Inc.	History	No change	89,364	4,823	0.95%	0.95%	275	0	0.0%	Q2 2026	Jul 22, 2026
REDSTONE WEALTH MANAGEMENT, LLC	History	No change	87,353	4,718	3.08%	3.08%	276	0	0.0%	Q2 2026	Jul 15, 2026
Bedel Financial Consulting, Inc.	History	No change	87,003	4,699	0.44%	0.44%	277	0	0.0%	Q2 2026	Jul 29, 2026
Moisand Fitzgerald Tamayo, LLC	History	No change	86,870	4,692	0.46%	0.46%	278	0	0.0%	Q2 2026	Jul 13, 2026
TruNorth Capital Management, LLC	History	No change	86,591	4,677	0.75%	0.75%	279	0	0.0%	Q2 2026	Jul 23, 2026
AWM CAPITAL, LLC	History	No change	85,315	4,608	0.37%	0.37%	280	0	0.0%	Q2 2026	Jul 31, 2026
Investmark Advisory Group LLC	History	No change	85,097	4,596	1.75%	1.75%	281	0	0.0%	Q2 2026	Aug 07, 2026
POINCIANA ADVISORS GROUP, LLC	History	No change	74,425	4,577	3.4%	3.4%	282	0	0.0%	Q2 2026	Jul 28, 2026
NewEdge Wealth, LLC	History	No change	84,584	4,569	0.05%	0.05%	283	0	0.0%	Q2 2026	Aug 10, 2026
Valued Wealth Advisors LLC	History	No change	82,598	4,461	1.62%	1.62%	284	0	0.0%	Q2 2026	Jul 20, 2026
ATLAS CAPITAL ADVISORS INC.	History	No change	81,537	4,404	0.48%	0.48%	285	0	0.0%	Q2 2026	Aug 13, 2026
FMB WEALTH MANAGEMENT	History	No change	80,607	4,354	1.6%	1.6%	286	0	0.0%	Q2 2026	Jul 27, 2026
Beckerman Institutional, LLC	History	No change	80,389	4,342	2.07%	2.07%	287	0	0.0%	Q2 2026	Aug 11, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	History	No change	79,842	4,313	0.64%	0.64%	288	0	0.0%	Q2 2026	Jul 20, 2026
Aviance Capital Partners, LLC	History	No change	79,816	4,311	0.45%	0.45%	289	0	0.0%	Q2 2026	Jul 30, 2026
&PARTNERS	History	No change	79,274	4,309	0.02%	0.02%	290	0	0.0%	Q2 2026	Aug 14, 2026
AG Asset Advisory, LLC	History	No change	79,712	4,306	3.48%	3.48%	291	0	0.0%	Q2 2026	Aug 03, 2026
Hippocratic Financial Advisors, LLC	History	No change	79,531	4,296	1.62%	1.62%	292	0	0.0%	Q2 2026	Aug 03, 2026
Journey Beyond Wealth, LLC	History	No change	79,199	4,278	3.34%	3.34%	293	0	0.0%	Q2 2026	Aug 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	No change	79,142	4,275	0.08%	0.08%	294	0	0.0%	Q2 2026	Jul 14, 2026
REGIONS FINANCIAL CORP	History	No change	78,896	4,261	0.03%	0.03%	295	0	0.0%	Q2 2026	Aug 10, 2026
LexAurum Advisors, LLC	History	No change	78,833	4,258	0.49%	0.49%	296	0	0.0%	Q2 2026	Jul 15, 2026
L.K. Benson & Company, P.C.	History	No change	77,970	4,211	1.27%	1.27%	297	0	0.0%	Q2 2026	Jul 24, 2026
Ariadne Wealth Management, LP	History	No change	76,904	4,154	1.84%	1.84%	298	0	0.0%	Q2 2026	Aug 13, 2026
HB Wealth Management, LLC	History	No change	76,013	4,106	0.02%	0.02%	299	0	0.0%	Q2 2026	Jul 29, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	History	No change	75,968	4,103	3.22%	3.22%	300	0	0.0%	Q2 2026	Jul 22, 2026
BIP Wealth, LLC	History	No change	75,403	4,073	0.12%	0.12%	301	0	0.0%	Q2 2026	Aug 03, 2026
Prospera Financial Services Inc	History	No change	74,893	4,045	0.06%	0.06%	302	0	0.0%	Q2 2026	Jul 15, 2026
Bleakley Financial Group, LLC	History	No change	74,583	4,028	0.05%	0.05%	303	0	0.0%	Q2 2026	Aug 05, 2026
Corus Family Wealth Advisors	History	No change	74,062	4,000	2.75%	2.75%	304	0	0.0%	Q2 2026	Jul 30, 2026
Pillar Financial Advisors, LLC	History	No change	73,799	3,986	2.08%	2.08%	305	0	0.0%	Q2 2026	Jul 24, 2026
Evergreen Wealth Partners LLC	History	No change	73,647	3,978	2.39%	2.39%	306	0	0.0%	Q2 2026	Aug 11, 2026
Baring Financial LLC	History	Added to	71,172	3,975	2.12%	2.06%	307	+1,708	2.46%	Q3 2026	Oct 07, 2026
Per Stirling Capital Management, LLC.	History	No change	73,425	3,966	0.38%	0.38%	308	0	0.0%	Q2 2026	Aug 14, 2026
Symmetry Partners, LLC	History	No change	72,255	3,903	0.2%	0.2%	309	0	0.0%	Q2 2026	Jul 23, 2026
Addison Advisors LLC	History	No change	71,289	3,851	1.82%	1.82%	310	0	0.0%	Q2 2026	Aug 10, 2026
Janney Montgomery Scott LLC	History	No change	70,678	3,818	0.01%	0.01%	311	0	0.0%	Q2 2026	Aug 05, 2026
CLG LLC	History	No change	70,648	3,816	0.84%	0.84%	312	0	0.0%	Q2 2026	Jul 16, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	History	No change	69,853	3,773	1.12%	1.12%	313	0	0.0%	Q2 2026	Aug 04, 2026
FORTERIS WEALTH MANAGEMENT INC.	History	No change	69,788	3,769	3.08%	3.08%	314	0	0.0%	Q2 2026	Jul 21, 2026
Cambridge Financial Group, LLC	History	Added to	69,345	3,746	1.18%	1.18%	315	+21	0.03%	Q3 2026	Oct 06, 2026
Aegis Wealth Management LLC	History	No change	67,622	3,652	1.72%	1.72%	316	0	0.0%	Q2 2026	Aug 07, 2026
Brookstone Capital Management	History	No change	67,338	3,637	0.04%	0.04%	317	0	0.0%	Q2 2026	Jul 15, 2026
Klingman & Associates, LLC	History	No change	66,339	3,583	0.15%	0.15%	318	0	0.0%	Q2 2026	Jul 29, 2026
IFP Advisors, Inc	History	No change	66,320	3,582	0.06%	0.06%	319	0	0.0%	Q2 2026	Jul 20, 2026
Lakeshore Financial Planning, Inc.	History	No change	65,342	3,529	1.14%	1.14%	320	0	0.0%	Q2 2026	Jul 13, 2026
Belleair Asset Management, LLC	History	No change	64,588	3,489	2.94%	2.94%	321	0	0.0%	Q2 2026	Jul 15, 2026
Family CFO Inc	History	No change	64,540	3,486	1.34%	1.34%	322	0	0.0%	Q2 2026	Jul 20, 2026
Aerodigm Wealth, LLC	History	No change	64,310	3,474	1.17%	1.17%	323	0	0.0%	Q2 2026	Aug 04, 2026
Donalies Financial Planning, LLC	History	No change	63,962	3,455	2.55%	2.55%	324	0	0.0%	Q2 2026	Aug 06, 2026
Del-Sette Capital Management, LLC	History	No change	61,605	3,327	1.94%	1.94%	325	0	0.0%	Q2 2026	Jul 30, 2026
NewEdge Advisors, LLC	History	No change	61,277	3,310	0.01%	0.01%	326	0	0.0%	Q2 2026	Aug 12, 2026
Pettinga Financial Advisors LLC	History	No change	61,024	3,296	0.53%	0.53%	327	0	0.0%	Q2 2026	Jul 09, 2026
Financial Synergies Wealth Advisors, Inc.	History	No change	60,985	3,294	0.28%	0.28%	328	0	0.0%	Q2 2026	Jul 17, 2026
Cooper Financial Group	History	New	58,793	3,284	0.26%	—	329	+58,793	New	Q3 2026	Oct 07, 2026
Robertson Stephens Wealth Management, LLC	History	No change	59,609	3,220	0.08%	0.08%	330	0	0.0%	Q2 2026	Jul 29, 2026
Global Assets Advisory, LLC	History	No change	58,758	3,174	0.69%	0.69%	331	0	0.0%	Q2 2026	Jul 27, 2026
Kilner Capital Advisors, LLC	History	No change	57,155	3,170	2.72%	2.72%	332	0	0.0%	Q2 2026	Jul 13, 2026
Private Advisory Group LLC	History	No change	58,400	3,154	0.17%	0.17%	333	0	0.0%	Q2 2026	Aug 06, 2026
Fund Evaluation Group, LLC	History	No change	58,191	3,143	0.08%	0.08%	334	0	0.0%	Q2 2026	Aug 07, 2026
VISTA INVESTMENT PARTNERS II, LLC	History	No change	56,837	3,070	1.2%	1.2%	335	0	0.0%	Q2 2026	Jul 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	No change	56,579	3,056	0.03%	0.03%	336	0	0.0%	Q2 2026	Jul 28, 2026
Arax Advisory Partners	History	No change	56,436	3,048	0.02%	0.02%	337	0	0.0%	Q2 2026	Aug 10, 2026
PEOPLES BANK /OH	History	No change	56,160	3,033	1.56%	1.56%	338	0	0.0%	Q2 2026	Jul 27, 2026
SwitchPoint Financial Planning, LLC	History	No change	54,903	2,965	1.71%	1.71%	339	0	0.0%	Q2 2026	Aug 14, 2026
Clark Asset Management, LLC	History	No change	54,701	2,954	0.23%	0.23%	340	0	0.0%	Q2 2026	Jul 07, 2026
Mutual Advisors, LLC	History	No change	54,293	2,932	0.06%	0.06%	341	0	0.0%	Q2 2026	Aug 14, 2026
AlphaCore Capital LLC	History	No change	54,289	2,932	0.05%	0.05%	342	0	0.0%	Q2 2026	Aug 06, 2026
Ferguson Johnson Wealth Management Inc	History	No change	53,901	2,911	2.12%	2.12%	343	0	0.0%	Q2 2026	Jul 31, 2026
COLLECTIVE FAMILY OFFICE LLC	History	Added to	51,717	2,888	0.6%	0.56%	344	+910	1.79%	Q3 2026	Oct 05, 2026
Strathmore Capital Advisors, Inc.	History	No change	51,222	2,866	0.77%	0.77%	345	0	0.0%	Q2 2026	Aug 10, 2026
JMG Financial Group, Ltd.	History	No change	52,939	2,859	0.07%	0.07%	346	0	0.0%	Q2 2026	Jul 31, 2026
Joel Isaacson & Co., LLC	History	No change	52,635	2,843	0.08%	0.08%	347	0	0.0%	Q2 2026	Aug 04, 2026
Prism Planning Partners LLC	History	No change	52,411	2,831	3.0%	3.0%	348	0	0.0%	Q2 2026	Jul 23, 2026
McKinley Carter Wealth Services, Inc.	History	No change	51,721	2,793	0.14%	0.14%	349	0	0.0%	Q2 2026	Jul 28, 2026
Legacy Financial Advisors, Inc.	History	No change	50,660	2,736	0.33%	0.33%	350	0	0.0%	Q2 2026	Aug 05, 2026
Allegiance Financial Group Advisory Services LLC	History	No change	50,059	2,704	0.47%	0.47%	351	0	0.0%	Q2 2026	Jul 27, 2026
Investment Advisory Group, LLC	History	No change	49,974	2,699	0.59%	0.59%	352	0	0.0%	Q2 2026	Aug 06, 2026
McCartney Wealth Management LLC	History	No change	49,342	2,665	2.02%	2.02%	353	0	0.0%	Q2 2026	Aug 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	49,118	2,653	0.01%	0.01%	354	0	0.0%	Q2 2026	Aug 13, 2026
Nautilus Advisors LLC	History	Added to	47,431	2,649	1.6%	1.53%	355	+589	1.26%	Q3 2026	Oct 06, 2026
Valeo Financial Advisors, LLC	History	Added to	47,353	2,645	0.06%	0.05%	356	+5,874	14.16%	Q3 2026	Oct 08, 2026
Triumph Capital Management	History	No change	48,929	2,643	0.48%	0.48%	357	0	0.0%	Q2 2026	Jul 20, 2026
Atlantic Union Bankshares Corp	History	No change	48,859	2,639	0.04%	0.04%	358	0	0.0%	Q2 2026	Aug 11, 2026
Cherry Tree Wealth Management, LLC	History	No change	48,562	2,623	0.49%	0.49%	359	0	0.0%	Q2 2026	Sep 15, 2026
Asset Dedication, LLC	History	No change	48,542	2,622	0.17%	0.17%	360	0	0.0%	Q2 2026	Jul 30, 2026
Cloud Capital Management, LLC	History	No change	48,515	2,619	0.96%	0.96%	361	0	0.0%	Q2 2026	Aug 13, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	No change	47,333	2,556	0.78%	0.78%	362	0	0.0%	Q2 2026	Jul 29, 2026
Triangle Securities Wealth Management	History	No change	47,252	2,552	0.51%	0.51%	363	0	0.0%	Q2 2026	Jul 14, 2026
Boston Partners	History	No change	46,889	2,532	0.0%	0.0%	364	0	0.0%	Q2 2026	Aug 04, 2026
Greenspring Advisors, LLC	History	No change	46,092	2,489	0.14%	0.14%	365	0	0.0%	Q2 2026	Aug 11, 2026
Platform Wealth Management, LLC	History	No change	45,467	2,456	0.9%	0.9%	366	0	0.0%	Q2 2026	Aug 10, 2026
a16z Perennial Management, L.P.	History	No change	45,008	2,431	0.2%	0.2%	367	0	0.0%	Q2 2026	Jul 24, 2026
BUILDER INVESTMENT GROUP INC /ADV	History	No change	44,911	2,426	0.48%	0.48%	368	0	0.0%	Q2 2026	Jul 17, 2026
Lodestone Wealth Management LLC	History	No change	44,790	2,419	0.85%	0.85%	369	0	0.0%	Q2 2026	Jul 23, 2026
United Advisor Group, LLC	History	No change	44,663	2,412	0.25%	0.25%	370	0	0.0%	Q2 2026	Jul 29, 2026
Trace Wealth Advisors, LLC	History	No change	44,424	2,399	1.57%	1.57%	371	0	0.0%	Q2 2026	Jul 28, 2026
Sage Mountain Advisors LLC	History	No change	44,203	2,387	0.15%	0.15%	372	0	0.0%	Q2 2026	Aug 05, 2026
Pacific Asset Management, LLC	History	No change	44,035	2,378	1.17%	1.17%	373	0	0.0%	Q2 2026	Jul 27, 2026
Steelhead Wealth Management LLC	History	No change	43,739	2,362	0.95%	0.95%	374	0	0.0%	Q2 2026	Aug 13, 2026
Krilogy Financial LLC	History	No change	43,590	2,354	0.07%	0.07%	375	0	0.0%	Q2 2026	Jul 27, 2026
Faithward Advisors, LLC	History	No change	43,144	2,330	0.28%	0.28%	376	0	0.0%	Q2 2026	Aug 12, 2026
Strata Wealth Advisors, LLC	History	No change	43,093	2,327	0.57%	0.57%	377	0	0.0%	Q2 2026	Aug 05, 2026
Freedom Investment Management, Inc.	History	No change	42,025	2,270	0.63%	0.63%	378	0	0.0%	Q2 2026	Aug 10, 2026
CORE WEALTH ADVISORS, LLC	History	No change	41,968	2,267	1.67%	1.67%	379	0	0.0%	Q2 2026	Aug 04, 2026
FIFTH THIRD SECURITIES, INC.	History	No change	41,872	2,261	0.13%	0.13%	380	0	0.0%	Q2 2026	Jul 15, 2026
BWM Planning, LLC	History	No change	41,109	2,220	0.51%	0.51%	381	0	0.0%	Q2 2026	Jul 23, 2026
Stillwater Private Wealth, LLC	History	No change	38,137	2,208	1.44%	1.44%	382	0	0.0%	Q2 2026	Aug 13, 2026
Sovereign Financial Group, Inc.	History	No change	40,119	2,167	0.33%	0.33%	383	0	0.0%	Q2 2026	Jul 24, 2026
Medallion Wealth Advisors, LLC	History	No change	40,008	2,161	0.68%	0.68%	384	0	0.0%	Q2 2026	Aug 14, 2026
Zhang Financial LLC	History	No change	39,895	2,155	0.06%	0.06%	385	0	0.0%	Q2 2026	Jul 30, 2026
QUARRY HILL ADVISORS, LLC	History	No change	39,712	2,145	0.82%	0.82%	386	0	0.0%	Q2 2026	Jul 27, 2026
Cornerstone Wealth Management, LLC	History	No change	39,688	2,143	0.09%	0.09%	387	0	0.0%	Q2 2026	Jul 22, 2026
Kaufman Rossin Wealth, LLC	History	No change	38,643	2,124	1.01%	1.01%	388	0	0.0%	Q2 2026	Jul 16, 2026
APS Management Group, Inc.	History	No change	39,231	2,119	1.63%	1.63%	389	0	0.0%	Q2 2026	Jul 10, 2026
Applied Capital LLC	History	No change	38,926	2,102	0.68%	0.68%	390	0	0.0%	Q2 2026	Jul 21, 2026
FIFTH THIRD BANCORP	History	No change	38,601	2,085	0.0%	0.0%	391	0	0.0%	Q2 2026	Aug 05, 2026
RITHOLTZ WEALTH MANAGEMENT	History	No change	38,348	2,071	0.03%	0.03%	392	0	0.0%	Q2 2026	Aug 11, 2026
ARK & TLK INVESTMENTS, LLC	History	No change	38,327	2,070	0.51%	0.51%	393	0	0.0%	Q2 2026	Jul 20, 2026
Odyssey Capital Advisors, Inc.	History	No change	38,234	2,065	1.48%	1.48%	394	0	0.0%	Q2 2026	Jul 31, 2026
ZACKS INVESTMENT MANAGEMENT	History	No change	38,103	2,058	0.01%	0.01%	395	0	0.0%	Q2 2026	Aug 13, 2026
Aurelius Family Office LLC	History	No change	37,893	2,046	0.81%	0.81%	396	0	0.0%	Q2 2026	Jul 13, 2026
Seven Springs Wealth Group, LLC	History	No change	37,585	2,030	0.44%	0.44%	397	0	0.0%	Q2 2026	Aug 04, 2026
Arkadios Wealth Advisors	History	No change	37,334	2,016	0.03%	0.03%	398	0	0.0%	Q2 2026	Aug 10, 2026
Aspirean Wealth, LLC	History	No change	37,308	2,015	1.87%	1.87%	399	0	0.0%	Q2 2026	Aug 06, 2026
JFS WEALTH ADVISORS, LLC	History	No change	36,131	1,951	0.1%	0.1%	400	0	0.0%	Q2 2026	Jul 10, 2026
Diversified Portfolios, Inc.	History	No change	35,924	1,940	0.14%	0.14%	401	0	0.0%	Q2 2026	Aug 04, 2026
American Investment Services, Inc.	History	No change	35,620	1,924	0.41%	0.41%	402	0	0.0%	Q2 2026	Aug 12, 2026
Wedmont Private Capital	History	Added to	34,276	1,894	0.05%	0.04%	403	+6,237	22.24%	Q3 2026	Oct 09, 2026
Ballentine Partners, LLC	History	No change	35,020	1,891	0.02%	0.02%	404	0	0.0%	Q2 2026	Jul 17, 2026
Global Trust Wealth Management LLC	History	No change	34,790	1,879	1.29%	1.29%	405	0	0.0%	Q2 2026	Jul 16, 2026
Vantage Point Financial LLC	History	No change	34,690	1,873	0.57%	0.57%	406	0	0.0%	Q2 2026	Aug 14, 2026
Washington Trust Advisors, Inc.	History	No change	34,667	1,872	0.14%	0.14%	407	0	0.0%	Q2 2026	Jul 29, 2026
Focus Financial Network, Inc.	History	No change	34,512	1,864	0.06%	0.06%	408	0	0.0%	Q2 2026	Jul 09, 2026
Curi Capital, LLC	History	No change	34,108	1,842	0.03%	0.03%	409	0	0.0%	Q2 2026	Aug 14, 2026
CSS LLC/IL	History	No change	33,970	1,835	0.07%	0.07%	410	0	0.0%	Q2 2026	Aug 14, 2026
BluePrint Investing LLC	History	No change	33,631	1,816	1.36%	1.36%	411	0	0.0%	Q2 2026	Jul 17, 2026
SILVER OAK SECURITIES, INCORPORATED	History	No change	33,501	1,809	0.11%	0.11%	412	0	0.0%	Q2 2026	Aug 07, 2026
HBE Wealth Management, LLC	History	No change	33,401	1,804	1.3%	1.3%	413	0	0.0%	Q2 2026	Jul 13, 2026
TFO Wealth Partners, LLC	History	No change	33,214	1,794	0.2%	0.2%	414	0	0.0%	Q2 2026	Aug 10, 2026
Nuveen, LLC	History	No change	32,687	1,765	0.0%	0.0%	415	0	0.0%	Q2 2026	Aug 11, 2026
Integras Partners LLC	History	No change	32,401	1,750	0.97%	0.97%	416	0	0.0%	Q2 2026	Jul 24, 2026
Bank of New York Mellon Corp	History	No change	31,700	1,712	0.0%	0.0%	417	0	0.0%	Q2 2026	Aug 06, 2026
VERUS WEALTH MANAGEMENT, LLC	History	No change	30,809	1,664	1.37%	1.37%	418	0	0.0%	Q2 2026	Jul 30, 2026
Oath Planning, LLC	History	No change	30,785	1,663	1.23%	1.23%	419	0	0.0%	Q2 2026	Jul 24, 2026
Cresset Asset Management, LLC	History	No change	30,769	1,662	0.01%	0.01%	420	0	0.0%	Q2 2026	Aug 14, 2026
Heritage Wealth Management, Inc./Texas	History	No change	30,505	1,647	0.63%	0.63%	421	0	0.0%	Q2 2026	Aug 10, 2026
SEI INVESTMENTS CO	History	No change	30,418	1,643	0.0%	0.0%	422	0	0.0%	Q2 2026	Aug 14, 2026
Gotham Asset Management, LLC	History	No change	30,008	1,621	0.0%	0.0%	423	0	0.0%	Q2 2026	Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC.	History	No change	29,940	1,617	0.01%	0.01%	424	0	0.0%	Q2 2026	Sep 23, 2026
RB Capital Management, LLC	History	No change	29,763	1,607	0.31%	0.31%	425	0	0.0%	Q2 2026	Aug 17, 2026
Beacon Financial Advisory LLC	History	No change	29,672	1,602	0.32%	0.32%	426	0	0.0%	Q2 2026	Aug 05, 2026
Chicago Partners Investment Group LLC	History	No change	28,679	1,594	0.03%	0.03%	427	0	0.0%	Q2 2026	Jul 29, 2026
Berger Financial Group, Inc	History	No change	29,516	1,594	0.08%	0.08%	428	0	0.0%	Q2 2026	Aug 04, 2026
Geneos Wealth Management Inc.	History	No change	29,427	1,589	0.03%	0.03%	429	0	0.0%	Q2 2026	Aug 06, 2026
Lutz Financial Services LLC	History	No change	29,015	1,567	0.1%	0.1%	430	0	0.0%	Q2 2026	Aug 05, 2026
AlTi Global, Inc.	History	No change	29,000	1,566	0.03%	0.03%	431	0	0.0%	Q2 2026	Aug 05, 2026
Optivise Advisory Services LLC	History	No change	28,807	1,556	0.79%	0.79%	432	0	0.0%	Q2 2026	Jul 13, 2026
Dorsey & Whitney Trust CO LLC	History	No change	28,777	1,554	0.08%	0.08%	433	0	0.0%	Q2 2026	Aug 14, 2026
Powerhouse Assets LLC	History	No change	28,698	1,550	1.26%	1.26%	434	0	0.0%	Q2 2026	Jul 23, 2026
Secure Asset Management, LLC	History	No change	28,629	1,546	0.22%	0.22%	435	0	0.0%	Q2 2026	Jul 15, 2026
25 LLC	History	No change	28,394	1,533	0.42%	0.42%	436	0	0.0%	Q2 2026	Jul 28, 2026
Americana Partners, LLC	History	No change	28,374	1,532	0.03%	0.03%	437	0	0.0%	Q2 2026	Aug 05, 2026
ProCore Advisors, LLC	History	No change	28,179	1,522	1.89%	1.89%	438	0	0.0%	Q2 2026	Jul 27, 2026
NEW WAVE WEALTH ADVISORS LLC	History	No change	27,809	1,502	0.41%	0.41%	439	0	0.0%	Q2 2026	Jul 23, 2026
Broadhurst Jeffrey B	History	No change	27,717	1,497	3.19%	3.19%	440	0	0.0%	Q2 2026	Aug 12, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC	History	No change	27,467	1,483	0.69%	0.69%	441	0	0.0%	Q2 2026	Jul 17, 2026
OneDigital Investment Advisors LLC	History	No change	27,285	1,473	0.01%	0.01%	442	0	0.0%	Q2 2026	Aug 06, 2026
Rehmann Capital Advisory Group	History	No change	27,245	1,471	0.07%	0.07%	443	0	0.0%	Q2 2026	Aug 20, 2026
Advyzon Investment Management, LLC	History	No change	26,918	1,454	0.11%	0.11%	444	0	0.0%	Q2 2026	Aug 14, 2026
McGrath & Associates, Inc.	History	No change	26,692	1,441	1.88%	1.88%	445	0	0.0%	Q2 2026	Jul 14, 2026
XY Planning Network, Inc.	History	No change	26,346	1,423	0.18%	0.18%	446	0	0.0%	Q2 2026	Jul 14, 2026
STAGE HARBOR FINANCIAL, LLC	History	No change	25,914	1,399	0.81%	0.81%	447	0	0.0%	Q2 2026	Aug 07, 2026
DRIVE WEALTH MANAGEMENT, LLC	History	No change	25,857	1,396	0.25%	0.25%	448	0	0.0%	Q2 2026	Jul 21, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	History	No change	25,732	1,390	0.71%	0.71%	449	0	0.0%	Q2 2026	Jul 20, 2026
STUDIO INVESTMENT MANAGEMENT LLC	History	No change	25,691	1,387	0.23%	0.23%	450	0	0.0%	Q2 2026	Jul 31, 2026
Elmwood Wealth Management, Inc.	History	No change	25,585	1,382	0.35%	0.35%	451	0	0.0%	Q2 2026	Jul 07, 2026
Clarity Capital Advisors, LLC	History	No change	25,391	1,371	0.57%	0.57%	452	0	0.0%	Q2 2026	Jul 13, 2026
Arcadia Wealth Management, LLC	History	No change	25,346	1,369	0.43%	0.43%	453	0	0.0%	Q2 2026	Jul 20, 2026
WATERSHED PRIVATE WEALTH LLC	History	No change	25,076	1,354	0.38%	0.38%	454	0	0.0%	Q2 2026	Jul 17, 2026
Wealth Enhancement Trust Services, Inc.	History	Reduced	23,618	1,319	0.14%	0.14%	455	-522	-2.16%	Q3 2026	Oct 07, 2026
SUTTON PLACE INVESTORS LLC	History	No change	24,173	1,305	0.63%	0.63%	456	0	0.0%	Q2 2026	Aug 06, 2026
UPTICK PARTNERS, LLC	History	No change	24,112	1,302	0.2%	0.2%	457	0	0.0%	Q2 2026	Aug 10, 2026
HBW ADVISORY SERVICES LLC	History	No change	24,089	1,301	0.12%	0.12%	458	0	0.0%	Q2 2026	Jul 16, 2026
MATTERN CAPITAL MANAGEMENT, LLC	History	No change	24,079	1,300	0.15%	0.15%	459	0	0.0%	Q2 2026	Jul 24, 2026
Foundation Wealth Management, LLC\PA	History	No change	23,632	1,276	0.39%	0.39%	460	0	0.0%	Q2 2026	Jul 21, 2026
COMPASS CAPITAL CORP /MA/ /ADV	History	No change	21,749	1,261	0.41%	0.41%	461	0	0.0%	Q2 2026	Aug 13, 2026
Archvest Wealth Advisors, Inc.	History	No change	22,874	1,235	0.71%	0.71%	462	0	0.0%	Q2 2026	Jul 27, 2026
Ameritas Advisory Services, LLC	History	No change	22,848	1,234	0.02%	0.02%	463	0	0.0%	Q2 2026	Aug 14, 2026
Longview Financial Advisors LLC	History	No change	22,729	1,227	0.61%	0.61%	464	0	0.0%	Q2 2026	Jul 14, 2026
Hardin Capital Partners, LLC	History	Added to	21,963	1,226	0.6%	0.54%	465	+500	2.33%	Q3 2026	Oct 08, 2026
Synergy Asset Management, LLC	History	No change	22,665	1,224	0.12%	0.12%	466	0	0.0%	Q2 2026	Jul 22, 2026
INTEGRITY ALLIANCE, LLC.	History	No change	22,547	1,218	0.04%	0.04%	467	0	0.0%	Q2 2026	Jul 31, 2026
Mills Wealth Advisors LLC	History	No change	22,455	1,213	0.38%	0.38%	468	0	0.0%	Q2 2026	Jul 07, 2026
E6 Portfolios, LLC	History	No change	22,454	1,212	0.97%	0.97%	469	0	0.0%	Q2 2026	Aug 10, 2026
Coston, McIsaac & Partners	History	No change	22,439	1,211	0.24%	0.24%	470	0	0.0%	Q2 2026	Aug 12, 2026
New Dimensions Wealth Management, LLC	History	No change	22,436	1,211	0.91%	0.91%	471	0	0.0%	Q2 2026	Aug 12, 2026
Koenig Investment Advisory, LLC	History	New	21,621	1,207	0.88%	—	472	+21,621	New	Q3 2026	Oct 09, 2026
Everest Financial Group LLC	History	No change	22,311	1,205	0.16%	0.16%	473	0	0.0%	Q2 2026	Aug 10, 2026
Diversify Advisory Services, LLC	History	No change	21,344	1,199	0.02%	0.02%	474	0	0.0%	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	No change	21,344	1,199	0.02%	0.02%	475	0	0.0%	Q2 2026	Jul 29, 2026
Long Island Wealth Management, Inc.	History	No change	22,054	1,191	0.49%	0.49%	476	0	0.0%	Q2 2026	Aug 07, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	History	No change	22,000	1,188	0.02%	0.02%	477	0	0.0%	Q2 2026	Jul 15, 2026
Midwest Trust Co	History	No change	21,856	1,180	0.01%	0.01%	478	0	0.0%	Q2 2026	Aug 04, 2026
Approach Retirement Advisors, LLC	History	No change	21,625	1,168	0.85%	0.85%	479	0	0.0%	Q2 2026	Jul 15, 2026
Callan Family Office, LLC	History	No change	21,605	1,167	0.02%	0.02%	480	0	0.0%	Q2 2026	Aug 11, 2026
US BANCORP \DE\	History	No change	21,571	1,165	0.0%	0.0%	481	0	0.0%	Q2 2026	Aug 12, 2026
HARBOUR INVESTMENTS, INC.	History	No change	21,284	1,149	0.02%	0.02%	482	0	0.0%	Q2 2026	Aug 12, 2026
Eaton Financial Holdings Company, LLC	History	No change	21,236	1,147	0.32%	0.32%	483	0	0.0%	Q2 2026	Aug 04, 2026
Cornerstone National Bank & Trust Co	History	No change	21,132	1,140	0.39%	0.39%	484	0	0.0%	Q2 2026	Jul 21, 2026
Brand Asset Management Group, Inc.	History	No change	21,043	1,136	0.25%	0.25%	485	0	0.0%	Q2 2026	Aug 12, 2026
J.W. COLE ADVISORS, INC.	History	No change	20,989	1,133	0.02%	0.02%	486	0	0.0%	Q2 2026	Jul 21, 2026
CogentBlue Wealth Advisors, LLC	History	Reduced	20,221	1,129	1.05%	0.63%	488	-250	-1.22%	Q3 2026	Oct 09, 2026
GWN SECURITIES INC.	History	No change	20,908	1,129	0.19%	0.19%	487	0	0.0%	Q2 2026	Aug 05, 2026
SJS Investment Consulting Inc.	History	No change	20,785	1,122	0.12%	0.12%	489	0	0.0%	Q2 2026	Jul 22, 2026
MPWM ADVISORY SOLUTIONS, LLC	History	No change	20,668	1,116	0.51%	0.51%	490	0	0.0%	Q2 2026	Aug 13, 2026
BFSG, LLC	History	No change	20,580	1,111	0.1%	0.1%	491	0	0.0%	Q2 2026	Jul 20, 2026
D.A. DAVIDSON & CO.	History	No change	20,206	1,091	0.01%	0.01%	492	0	0.0%	Q2 2026	Jul 24, 2026
IEQ CAPITAL, LLC	History	No change	20,160	1,089	0.01%	0.01%	493	0	0.0%	Q2 2026	Aug 11, 2026
Avant Financial Advisors LLC	History	No change	20,080	1,084	0.68%	0.68%	494	0	0.0%	Q2 2026	Jul 09, 2026
Mustard Seed Financial, LLC	History	No change	20,019	1,081	0.56%	0.56%	495	0	0.0%	Q2 2026	Aug 05, 2026
Bragg Financial Advisors, Inc	History	No change	20,004	1,080	0.03%	0.03%	496	0	0.0%	Q2 2026	Aug 12, 2026
Level Financial Advisors	History	No change	19,900	1,074	0.24%	0.24%	497	0	0.0%	Q2 2026	Jul 15, 2026
Prosperity Planning, Inc.	History	Reduced	19,131	1,068	0.24%	0.24%	498	-253	-1.31%	Q3 2026	Oct 08, 2026
Capital Investment Management, Inc.	History	No change	19,733	1,065	0.33%	0.33%	499	0	0.0%	Q2 2026	Jul 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	No change	19,432	1,049	0.0%	0.0%	500	0	0.0%	Q2 2026	Aug 10, 2026
CURIO WEALTH, LLC	History	No change	19,201	1,037	0.32%	0.32%	501	0	0.0%	Q2 2026	Aug 07, 2026
IFG Advisors, LLC	History	No change	19,152	1,034	0.14%	0.14%	502	0	0.0%	Q2 2026	Jul 22, 2026
Capital Investment Advisory Services, LLC	History	No change	19,093	1,031	0.06%	0.06%	503	0	0.0%	Q2 2026	Jul 23, 2026
FAMILY WEALTH PARTNERS, LLC	History	No change	19,012	1,027	0.32%	0.32%	504	0	0.0%	Q2 2026	Jul 10, 2026
Versant Capital Management, Inc	History	Added to	18,244	1,019	0.09%	0.09%	505	+489	2.75%	Q3 2026	Oct 01, 2026
MELFA WEALTH MANAGEMENT, INC.	History	No change	18,801	1,015	0.55%	0.55%	506	0	0.0%	Q2 2026	Jul 24, 2026
NerdWallet Wealth Partners, LLC	History	No change	18,783	1,014	0.35%	0.35%	507	0	0.0%	Q2 2026	Jul 07, 2026
Ellenbecker Investment Group	History	No change	18,747	1,012	0.12%	0.12%	508	0	0.0%	Q2 2026	Jul 27, 2026
IFG Advisory, LLC	History	No change	18,711	1,010	0.04%	0.04%	509	0	0.0%	Q2 2026	Aug 13, 2026
TENET WEALTH PARTNERS, LLC	History	No change	17,981	1,010	0.75%	0.75%	510	0	0.0%	Q2 2026	Aug 07, 2026
ENCOMPASS WEALTH ADVISORS, LLC	History	No change	18,680	1,009	0.31%	0.31%	511	0	0.0%	Q2 2026	Jul 21, 2026
Tandem Financial, LLC	History	No change	18,403	994	0.3%	0.3%	512	0	0.0%	Q2 2026	Aug 13, 2026
JT Stratford LLC	History	No change	18,296	988	0.11%	0.11%	513	0	0.0%	Q2 2026	Aug 14, 2026
Pinnacle Financial Partners, Inc.	History	No change	18,040	974	0.01%	0.01%	514	0	0.0%	Q2 2026	Aug 14, 2026
Concurrent Investment Advisors, LLC	History	No change	17,871	965	0.01%	0.01%	515	0	0.0%	Q2 2026	Jul 27, 2026
BlackRock, Inc.	History	No change	17,843	963	0.0%	0.0%	516	0	0.0%	Q2 2026	Aug 07, 2026
J. Derek Lewis & Associates Inc.	History	No change	17,767	959	0.18%	0.18%	517	0	0.0%	Q2 2026	Jul 31, 2026
Oder Investment Management, LLC	History	No change	17,680	955	0.64%	0.64%	518	0	0.0%	Q2 2026	Aug 11, 2026
Acorn Wealth Advisors, LLC	History	No change	17,668	954	0.23%	0.23%	519	0	0.0%	Q2 2026	Jul 30, 2026
Mullaney, Keating & Wright, Inc.	History	No change	17,482	944	0.46%	0.46%	520	0	0.0%	Q2 2026	Jul 14, 2026
Abacus Wealth Partners, LLC	History	No change	17,434	941	0.1%	0.1%	521	0	0.0%	Q2 2026	Jul 22, 2026
Nicholas Hoffman & Company, LLC.	History	No change	17,255	932	0.02%	0.02%	522	0	0.0%	Q2 2026	Aug 04, 2026
AMERIPRISE FINANCIAL INC	History	No change	17,199	929	0.0%	0.0%	523	0	0.0%	Q2 2026	Aug 14, 2026
Interchange Capital Partners, LLC	History	No change	17,152	926	0.17%	0.17%	524	0	0.0%	Q2 2026	Jul 20, 2026
PARSONS CAPITAL MANAGEMENT INC/RI	History	No change	17,045	920	0.04%	0.04%	525	0	0.0%	Q2 2026	Jul 24, 2026
Global Retirement Partners, LLC	History	No change	17,014	919	0.01%	0.01%	526	0	0.0%	Q2 2026	Aug 06, 2026
Parallel Advisors, LLC	History	No change	16,936	914	0.01%	0.01%	527	0	0.0%	Q2 2026	Aug 05, 2026
WEALTHSPAN PARTNERS, LLC	History	No change	16,551	894	0.28%	0.28%	528	0	0.0%	Q2 2026	Aug 06, 2026
Balentine LLC	History	No change	16,373	884	0.03%	0.03%	529	0	0.0%	Q2 2026	Aug 06, 2026
Sunesis Advisors, LLC	History	No change	16,314	881	0.36%	0.36%	530	0	0.0%	Q2 2026	Jul 10, 2026
Dana Investment Advisors, Inc.	History	No change	16,138	871	0.02%	0.02%	531	0	0.0%	Q2 2026	Aug 13, 2026
Kane Co Wealth Management, Inc.	History	No change	15,985	863	0.65%	0.65%	532	0	0.0%	Q2 2026	Jul 28, 2026
MN Wealth Advisors, LLC	History	No change	15,946	861	0.37%	0.37%	533	0	0.0%	Q2 2026	Jul 23, 2026
Modern Wealth Management, LLC	History	No change	15,911	859	0.01%	0.01%	534	0	0.0%	Q2 2026	Aug 13, 2026
Iowa State Bank	History	Reduced	15,357	857	0.14%	0.14%	535	-455	-2.88%	Q3 2026	Oct 06, 2026
Signal Advisors Wealth, LLC	History	No change	15,816	854	0.04%	0.04%	536	0	0.0%	Q2 2026	Aug 04, 2026
MB Generational Wealth, LLC	History	No change	15,522	838	0.41%	0.41%	537	0	0.0%	Q2 2026	Jul 31, 2026
Madison Wealth Partners, Inc	History	No change	15,459	835	0.11%	0.11%	538	0	0.0%	Q2 2026	Aug 12, 2026
Alesco Advisors, LLC, An ESL Co	History	No change	15,380	830	0.02%	0.02%	539	0	0.0%	Q2 2026	Aug 05, 2026
Sovran Advisors, LLC	History	No change	14,577	819	0.06%	0.06%	540	0	0.0%	Q2 2026	Jul 29, 2026
Lido Advisors, LLC	History	No change	14,870	803	0.0%	0.0%	541	0	0.0%	Q2 2026	Aug 07, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	History	No change	14,802	799	0.43%	0.43%	542	0	0.0%	Q2 2026	Aug 11, 2026
Coastal Bridge Advisors, LLC	History	No change	14,680	792	0.05%	0.05%	543	0	0.0%	Q2 2026	Aug 17, 2026
Tranquility Partners, LLC	History	No change	14,620	789	0.27%	0.27%	544	0	0.0%	Q2 2026	Jul 23, 2026
Ironwood Financial, llc	History	No change	14,227	787	0.12%	0.12%	545	0	0.0%	Q2 2026	Jul 17, 2026
Elser Financial Planning, Inc	History	No change	14,325	773	0.03%	0.03%	546	0	0.0%	Q2 2026	Jul 14, 2026
RAM Investment Partners, LLC	History	No change	14,226	768	0.12%	0.12%	547	0	0.0%	Q2 2026	Jul 29, 2026
GTS SECURITIES LLC	History	No change	14,109	762	0.02%	0.02%	548	0	0.0%	Q2 2026	Aug 14, 2026
Owl Creek Wealth Partners LLC	History	No change	14,008	756	0.22%	0.22%	549	0	0.0%	Q2 2026	Jul 20, 2026
Simplicity Wealth,LLC	History	No change	13,858	748	0.03%	0.03%	550	0	0.0%	Q2 2026	Aug 06, 2026
Fort Point Capital Partners LLC	History	No change	13,767	743	0.05%	0.05%	551	0	0.0%	Q2 2026	Aug 14, 2026
Goepper Burkhardt LLC	History	No change	13,742	742	0.22%	0.22%	552	0	0.0%	Q2 2026	Aug 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	13,649	737	0.0%	0.0%	553	0	0.0%	Q2 2026	Jul 28, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC	History	No change	13,076	735	0.24%	0.24%	554	0	0.0%	Q2 2026	Jul 23, 2026
NWAM LLC	History	No change	13,623	735	0.04%	0.04%	555	0	0.0%	Q2 2026	Jul 23, 2026
Navis Wealth Advisors, LLC	History	No change	13,573	733	0.28%	0.28%	556	0	0.0%	Q2 2026	Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	No change	13,497	729	0.01%	0.01%	557	0	0.0%	Q2 2026	Aug 07, 2026
Compass Ion Advisors, LLC	History	No change	13,509	729	0.06%	0.06%	558	0	0.0%	Q2 2026	Aug 12, 2026
RFG Advisory, LLC	History	No change	13,334	720	0.01%	0.01%	559	0	0.0%	Q2 2026	Jul 15, 2026
Blume Capital Management, Inc.	History	No change	13,200	713	0.1%	0.1%	560	0	0.0%	Q2 2026	Jul 27, 2026
International Private Wealth Advisors LLC	History	No change	13,104	707	0.36%	0.36%	561	0	0.0%	Q2 2026	Aug 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	No change	12,871	695	0.01%	0.01%	562	0	0.0%	Q2 2026	Jul 23, 2026
Compass Advisory Group LLC	History	No change	12,772	689	0.16%	0.16%	563	0	0.0%	Q2 2026	Aug 11, 2026
Santori & Peters, Inc.	History	No change	12,741	688	0.19%	0.19%	564	0	0.0%	Q2 2026	Jul 24, 2026
CIBC Bancorp USA Inc.	History	No change	12,625	682	0.0%	0.0%	565	0	0.0%	Q2 2026	Aug 13, 2026
Trailhead Planners LLC	History	No change	12,404	670	0.65%	0.65%	566	0	0.0%	Q2 2026	Aug 06, 2026
Oak Wealth Advisors LLC	History	No change	12,402	669	0.32%	0.32%	567	0	0.0%	Q2 2026	Jul 22, 2026
M&T BANK CORP	History	No change	12,208	659	0.0%	0.0%	568	0	0.0%	Q2 2026	Aug 04, 2026
HANOVER ADVISORS INC	History	No change	12,177	657	0.24%	0.24%	569	0	0.0%	Q2 2026	Aug 12, 2026
Vantus Wealth LLC	History	No change	12,120	654	0.35%	0.35%	570	0	0.0%	Q2 2026	Aug 07, 2026
Dynamic Advisor Solutions LLC	History	No change	12,049	650	0.02%	0.02%	571	0	0.0%	Q2 2026	Jul 07, 2026
Unison Advisors LLC	History	No change	12,047	650	0.05%	0.05%	572	0	0.0%	Q2 2026	Jul 22, 2026
Orcam Financial Group	History	No change	11,820	638	0.31%	0.31%	573	0	0.0%	Q2 2026	Aug 13, 2026
Kathmere Capital Management, LLC	History	No change	11,722	633	0.03%	0.03%	574	0	0.0%	Q2 2026	Jul 29, 2026
Heritage Investment Group, Inc.	History	No change	11,724	633	0.09%	0.09%	575	0	0.0%	Q2 2026	Jul 29, 2026
Waterfront Wealth Inc.	History	No change	11,398	631	0.1%	0.1%	576	0	0.0%	Q2 2026	Jul 30, 2026
Ares Financial Consulting, LLC	History	No change	11,666	630	0.45%	0.45%	577	0	0.0%	Q2 2026	Jul 09, 2026
James J. Burns & Company, LLC	History	No change	11,587	625	0.07%	0.07%	578	0	0.0%	Q2 2026	Aug 06, 2026
Vision Capital Management, Inc.	History	No change	11,513	621	0.07%	0.07%	579	0	0.0%	Q2 2026	Aug 10, 2026
Pasadena Private Wealth, LLC	History	No change	11,483	620	0.08%	0.08%	580	0	0.0%	Q2 2026	Aug 10, 2026
Roundview Capital LLC	History	No change	11,288	609	0.03%	0.03%	581	0	0.0%	Q2 2026	Jul 30, 2026
Archer Investment Management, LLC	History	No change	11,222	606	0.21%	0.21%	582	0	0.0%	Q2 2026	Jul 07, 2026
Gemmer Asset Management LLC	History	No change	11,140	601	0.04%	0.04%	583	0	0.0%	Q2 2026	Jul 15, 2026
Capital Investment Advisors, LLC	History	No change	11,090	599	0.01%	0.01%	584	0	0.0%	Q2 2026	Aug 06, 2026
Pure Financial Advisors, LLC	History	No change	11,009	594	0.01%	0.01%	585	0	0.0%	Q2 2026	Aug 14, 2026
Quadcap Wealth Management, LLC	History	No change	10,991	593	0.06%	0.06%	586	0	0.0%	Q2 2026	Jul 31, 2026
First Western Trust Bank	History	No change	10,876	587	0.03%	0.03%	587	0	0.0%	Q2 2026	Jul 29, 2026
Meredith Wealth Planning	History	No change	10,752	580	0.14%	0.14%	588	0	0.0%	Q2 2026	Jul 24, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC	History	No change	10,742	580	0.04%	0.04%	589	0	0.0%	Q2 2026	Aug 05, 2026
WealthCollab, LLC	History	No change	10,754	580	0.21%	0.21%	590	0	0.0%	Q2 2026	Aug 10, 2026
Argent Trust Co	History	No change	10,698	577	0.02%	0.02%	591	0	0.0%	Q2 2026	Aug 06, 2026
E-Wealth Partners, LLC	History	No change	10,674	576	0.42%	0.42%	592	0	0.0%	Q2 2026	Aug 17, 2026
Institute for Wealth Management, LLC.	History	No change	10,571	571	0.05%	0.05%	593	0	0.0%	Q2 2026	Jul 28, 2026
BOS Asset Management, LLC	History	Reduced	10,217	570	0.13%	0.14%	594	-571	-5.29%	Q3 2026	Oct 09, 2026
First Financial Group Corp	History	No change	10,433	563	0.41%	0.41%	595	0	0.0%	Q2 2026	Jul 15, 2026
Range Advisory, LLC	History	No change	10,381	560	0.07%	0.07%	596	0	0.0%	Q2 2026	Sep 02, 2026
Truepoint, Inc.	History	No change	10,353	559	0.01%	0.01%	597	0	0.0%	Q2 2026	Jul 31, 2026
HUB Investment Partners, LLC	History	No change	10,318	557	0.01%	0.01%	598	0	0.0%	Q2 2026	Jul 31, 2026
Argyle Capital Partners, LLC	History	No change	10,194	550	0.35%	0.35%	599	0	0.0%	Q2 2026	Aug 07, 2026
Lansing Street Advisors	History	No change	10,110	546	0.12%	0.12%	600	0	0.0%	Q2 2026	Jul 24, 2026
Financial Symmetry Inc	History	Added to	9,755	544	0.17%	0.18%	601	+3	0.03%	Q3 2026	Oct 06, 2026
ALKEME WEALTH, LLC	History	Added to	9,639	538	0.2%	0.2%	602	+48	0.5%	Q3 2026	Oct 07, 2026
Redhawk Wealth Advisors, Inc.	History	No change	9,874	533	0.05%	0.05%	603	0	0.0%	Q2 2026	Jul 09, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	9,766	527	0.0%	0.0%	604	0	0.0%	Q2 2026	Aug 12, 2026
Narus Financial Partners, LLC	History	No change	9,752	526	0.14%	0.14%	605	0	0.0%	Q2 2026	Jul 31, 2026
Permanent Capital Management, LP	History	No change	9,670	522	0.07%	0.07%	606	0	0.0%	Q2 2026	Aug 12, 2026
Beta Wealth Group, Inc.	History	No change	9,657	521	0.2%	0.2%	607	0	0.0%	Q2 2026	Jul 24, 2026
Passive Capital Management, LLC.	History	No change	10,272	512	0.16%	0.16%	608	0	0.0%	Q2 2026	Aug 10, 2026
Gerber Kawasaki Wealth & Investment Management	History	No change	9,397	507	0.01%	0.01%	609	0	0.0%	Q2 2026	Aug 07, 2026
K2 Financial Inc.	History	No change	9,089	504	0.36%	0.36%	610	0	0.0%	Q2 2026	Jul 21, 2026
Old Mission Investment Co LLC	History	No change	9,335	504	0.1%	0.1%	611	0	0.0%	Q2 2026	Aug 14, 2026
Orion Porfolio Solutions, LLC	History	No change	9,315	503	0.0%	0.0%	612	0	0.0%	Q2 2026	Aug 14, 2026
BBR PARTNERS, LLC	History	No change	9,300	502	0.02%	0.02%	613	0	0.0%	Q2 2026	Aug 11, 2026
NICOLET BANKSHARES INC	History	No change	9,171	495	0.02%	0.02%	614	0	0.0%	Q2 2026	Aug 11, 2026
One Charles Private Wealth Services, LLC	History	No change	9,157	494	0.11%	0.11%	615	0	0.0%	Q2 2026	Jul 15, 2026
Golden Bell Financial Planning LLC	History	No change	9,137	493	0.36%	0.36%	616	0	0.0%	Q2 2026	Jul 31, 2026
EPIQ PARTNERS, LLC	History	Added to	8,707	486	0.21%	0.16%	617	+1,555	21.74%	Q3 2026	Oct 07, 2026
Five Oceans Advisors	History	No change	9,009	486	0.16%	0.16%	618	0	0.0%	Q2 2026	Jul 15, 2026
GEM Asset Management, LLC	History	No change	8,906	481	0.19%	0.19%	619	0	0.0%	Q2 2026	Jul 21, 2026
Resonant Capital Advisors, LLC	History	No change	8,856	478	0.02%	0.02%	620	0	0.0%	Q2 2026	Jul 24, 2026
Financial Harvest, LLC	History	No change	8,831	477	0.2%	0.2%	621	0	0.0%	Q2 2026	Aug 10, 2026
Partners in Financial Planning	History	No change	8,819	476	0.07%	0.07%	622	0	0.0%	Q2 2026	Aug 10, 2026
Bluesphere Advisors LLC	History	No change	8,739	472	0.15%	0.15%	623	0	0.0%	Q2 2026	Jul 30, 2026
PRINCIPAL SECURITIES, INC.	History	No change	8,676	468	0.01%	0.01%	624	0	0.0%	Q2 2026	Aug 04, 2026
Arsenal Capital Advisors LLC	History	No change	8,648	467	0.28%	0.28%	625	0	0.0%	Q2 2026	Aug 11, 2026
Aptus Capital Advisors, LLC	History	No change	8,519	460	0.0%	0.0%	626	0	0.0%	Q2 2026	Aug 12, 2026
BRIGHTON JONES LLC	History	No change	8,373	452	0.01%	0.01%	627	0	0.0%	Q2 2026	Aug 11, 2026
Silver Oak Advisory Group, Inc.	History	No change	8,381	452	0.18%	0.18%	628	0	0.0%	Q2 2026	Jul 31, 2026
BOK Financial Private Wealth, Inc.	History	No change	8,358	451	0.02%	0.02%	629	0	0.0%	Q2 2026	Aug 07, 2026
Stratos Investment Management, LLC	History	No change	8,320	449	0.02%	0.02%	630	0	0.0%	Q2 2026	Aug 11, 2026
STALEY CAPITAL ADVISERS INC	History	No change	8,302	448	0.02%	0.02%	631	0	0.0%	Q2 2026	Aug 11, 2026
Samalin Investment Counsel, LLC	History	No change	8,292	447	0.14%	0.14%	632	0	0.0%	Q2 2026	Jul 27, 2026
Westmount Partners, LLC	History	No change	8,272	446	0.1%	0.1%	633	0	0.0%	Q2 2026	Jul 07, 2026
Ponta Wealth Partners, LLC	History	No change	8,167	441	0.24%	0.24%	634	0	0.0%	Q2 2026	Aug 12, 2026
Painted Porch Advisors LLC	History	No change	8,108	437	0.19%	0.19%	635	0	0.0%	Q2 2026	Jul 24, 2026
CRA Financial Services, LLC	History	No change	8,082	436	0.05%	0.05%	636	0	0.0%	Q2 2026	Jul 24, 2026
RHS Financial, LLC	History	No change	7,999	432	0.17%	0.17%	637	0	0.0%	Q2 2026	Aug 07, 2026
Pekin Hardy Strauss, Inc.	History	No change	7,776	420	0.04%	0.04%	638	0	0.0%	Q2 2026	Jul 30, 2026
VICTORY FINANCIAL GROUP, LLC	History	No change	7,686	415	0.04%	0.04%	639	0	0.0%	Q2 2026	Jul 28, 2026
MAYPORT, LLC	History	No change	7,681	414	0.06%	0.06%	640	0	0.0%	Q2 2026	Aug 07, 2026
Able Wealth Management LLC	History	No change	7,551	407	0.09%	0.09%	641	0	0.0%	Q2 2026	Jul 29, 2026
Baker Avenue Asset Management, LP	History	No change	7,508	405	0.01%	0.01%	642	0	0.0%	Q2 2026	Jul 28, 2026
Huntleigh Advisors, Inc.	History	No change	7,473	403	0.06%	0.06%	643	0	0.0%	Q2 2026	Aug 04, 2026
Clayton Financial Group LLC	History	No change	7,428	401	0.22%	0.22%	644	0	0.0%	Q2 2026	Jul 20, 2026
Generations Wealth, LLC	History	No change	7,432	401	0.38%	0.38%	645	0	0.0%	Q2 2026	Aug 11, 2026
Parkside Financial Bank & Trust	History	No change	7,372	398	0.03%	0.03%	646	0	0.0%	Q2 2026	Sep 04, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	History	No change	7,355	397	0.08%	0.08%	647	0	0.0%	Q2 2026	Aug 07, 2026
Harvest Investment Services, LLC	History	No change	7,305	394	0.06%	0.06%	648	0	0.0%	Q2 2026	Aug 14, 2026
Ridgewood Investments LLC	History	Added to	7,041	393	0.14%	0.14%	649	+20	0.28%	Q3 2026	Oct 05, 2026
Ellis Investment Partners, LLC	History	No change	7,290	393	0.06%	0.06%	650	0	0.0%	Q2 2026	Aug 05, 2026
RS CRUM INC.	History	No change	7,272	392	0.07%	0.07%	651	0	0.0%	Q2 2026	Aug 10, 2026
Nalls Sherbakoff Group, LLC	History	No change	7,222	390	0.28%	0.28%	652	0	0.0%	Q2 2026	Aug 17, 2026
ALTFEST L J & CO INC	History	No change	7,193	388	0.04%	0.04%	653	0	0.0%	Q2 2026	Jul 30, 2026
PRIVATE TRUST CO NA	History	No change	7,161	386	0.03%	0.03%	654	0	0.0%	Q2 2026	Jul 28, 2026
Goldstein Advisors, LLC	History	No change	7,116	384	0.04%	0.04%	655	0	0.0%	Q2 2026	Jul 20, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	History	No change	7,015	378	0.29%	0.29%	656	0	0.0%	Q2 2026	Aug 07, 2026
Matisse Capital	History	No change	7,000	378	0.15%	0.15%	657	0	0.0%	Q2 2026	Aug 12, 2026
Flagstone Financial Management	History	No change	6,939	374	0.08%	0.08%	658	0	0.0%	Q2 2026	Jul 21, 2026
Wolfstich Capital, LLC	History	No change	6,771	371	0.29%	0.29%	659	0	0.0%	Q2 2026	Jul 24, 2026
SHUFRO ROSE & CO LLC	History	No change	6,838	369	0.02%	0.02%	660	0	0.0%	Q2 2026	Aug 12, 2026
Meramec Financial Planners, LLC	History	No change	6,513	365	0.13%	0.13%	661	0	0.0%	Q2 2026	Jul 28, 2026
Seaside Wealth Management, Inc.	History	No change	6,697	361	0.09%	0.09%	662	0	0.0%	Q2 2026	Aug 05, 2026
GDS Wealth Management	History	No change	6,692	361	0.02%	0.02%	663	0	0.0%	Q2 2026	Aug 13, 2026
Vestmark Advisory Solutions, Inc.	History	No change	6,656	359	0.0%	0.0%	664	0	0.0%	Q2 2026	Aug 14, 2026
HUNTINGTON NATIONAL BANK	History	No change	6,641	358	0.0%	0.0%	665	0	0.0%	Q2 2026	Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	6,591	356	0.01%	0.01%	666	0	0.0%	Q2 2026	Jul 17, 2026
Tassel Capital Management, Inc.	History	No change	6,595	356	0.17%	0.17%	667	0	0.0%	Q2 2026	Aug 07, 2026
PFG Advisors	History	No change	6,582	355	0.02%	0.02%	668	0	0.0%	Q2 2026	Jul 16, 2026
Everhart Financial Group, Inc.	History	Added to	6,339	354	0.02%	0.02%	669	+753	13.48%	Q3 2026	Oct 08, 2026
Daytona Street Capital LLC	History	No change	6,328	350	0.26%	0.26%	670	0	0.0%	Q2 2026	Aug 03, 2026
Laird Norton Wetherby Trust Company, LLC	History	No change	6,443	348	0.01%	0.01%	671	0	0.0%	Q2 2026	Aug 14, 2026
Family Manage LLC	History	No change	6,457	348	0.04%	0.04%	672	0	0.0%	Q2 2026	Aug 14, 2026
Grant Street Asset Management, Inc.	History	No change	6,426	347	0.06%	0.06%	673	0	0.0%	Q2 2026	Aug 05, 2026
GAMMA Investing LLC	History	No change	6,206	346	0.01%	0.01%	674	0	0.0%	Q3 2026	Oct 08, 2026
Flavin Financial Services, Inc.	History	No change	6,377	344	0.2%	0.2%	675	0	0.0%	Q2 2026	Aug 13, 2026
Bridgewater Advisors Inc.	History	No change	5,987	342	0.02%	0.02%	676	0	0.0%	Q2 2026	Aug 05, 2026
CITADEL ADVISORS LLC	History	No change	6,300	340	0.0%	0.0%	677	0	0.0%	Q2 2026	Sep 02, 2026
Bryn Mawr Trust Advisors, LLC	History	No change	6,248	337	0.01%	0.01%	678	0	0.0%	Q2 2026	Aug 03, 2026
GREENLEAF TRUST	History	No change	6,234	336	0.0%	0.0%	679	0	0.0%	Q2 2026	Jul 21, 2026
Renasant Bank	History	No change	6,160	332	0.21%	0.21%	680	0	0.0%	Q2 2026	Aug 11, 2026
Busey Bank	History	No change	6,101	329	0.01%	0.01%	681	0	0.0%	Q2 2026	Aug 13, 2026
Facet Wealth, Inc.	History	No change	6,072	328	0.0%	0.0%	682	0	0.0%	Q2 2026	Jul 27, 2026
ENTREWEALTH, LLC	History	No change	5,639	325	0.12%	0.12%	683	0	0.0%	Q2 2026	Aug 13, 2026
MERIDIAN INVESTMENT COUNSEL INC.	History	No change	6,005	324	0.07%	0.07%	684	0	0.0%	Q2 2026	Jul 22, 2026
FIDUCIARY TRUST CO	History	No change	5,924	320	0.0%	0.0%	685	0	0.0%	Q2 2026	Aug 13, 2026
Caprock Group, LLC	History	No change	5,899	318	0.01%	0.01%	686	0	0.0%	Q2 2026	Jul 27, 2026
Concord Wealth Partners	History	No change	5,875	317	0.04%	0.04%	687	0	0.0%	Q2 2026	Jul 27, 2026
GRANDFIELD & DODD, LLC	History	No change	5,856	316	0.02%	0.02%	688	0	0.0%	Q2 2026	Aug 07, 2026
Atlas Private Wealth Advisors	History	No change	5,859	316	0.07%	0.07%	689	0	0.0%	Q2 2026	Jul 27, 2026
Noble Family Wealth, LLC	History	No change	5,842	315	0.06%	0.06%	690	0	0.0%	Q2 2026	Aug 04, 2026
Intrua Financial, LLC	History	No change	5,720	308	0.03%	0.03%	691	0	0.0%	Q2 2026	Jul 24, 2026
QUADRANT CAPITAL GROUP LLC	History	No change	5,699	307	0.01%	0.01%	692	0	0.0%	Q2 2026	Aug 14, 2026
KDK Private Wealth Management, LLC	History	No change	5,641	304	0.25%	0.25%	693	0	0.0%	Q2 2026	Aug 12, 2026
TWO SIGMA SECURITIES, LLC	History	No change	5,571	300	0.03%	0.03%	694	0	0.0%	Q2 2026	Aug 14, 2026
Mesirow Financial Investment Management, Inc.	History	No change	5,540	299	0.0%	0.0%	695	0	0.0%	Q2 2026	Jul 22, 2026
Belpointe Asset Management LLC	History	No change	5,504	297	0.01%	0.01%	696	0	0.0%	Q2 2026	Jul 31, 2026
Fortis Capital Advisors, LLC	History	No change	5,504	297	0.03%	0.03%	697	0	0.0%	Q2 2026	Jul 31, 2026
FinDec Wealth Services, Inc.	History	No change	5,432	293	0.35%	0.35%	698	0	0.0%	Q2 2026	Aug 06, 2026
WNY Asset Management, LLC	History	No change	5,394	291	0.03%	0.03%	699	0	0.0%	Q2 2026	Aug 17, 2026
Global Trust Asset Management, LLC	History	No change	5,378	290	0.09%	0.09%	700	0	0.0%	Q2 2026	Aug 03, 2026
Stirlingshire Investments, Inc.	History	No change	5,383	290	0.22%	0.22%	701	0	0.0%	Q2 2026	Jul 31, 2026
Cogent Private Wealth, Inc.	History	No change	5,326	287	0.18%	0.18%	702	0	0.0%	Q2 2026	Aug 05, 2026
Castleview Partners, LLC	History	Reduced	5,134	286	0.13%	0.12%	703	-76	-1.46%	Q3 2026	Oct 09, 2026
Sowell Financial Services LLC	History	No change	5,254	283	0.01%	0.01%	704	0	0.0%	Q2 2026	Jul 17, 2026
VestGen Advisors, LLC	History	No change	5,252	283	0.01%	0.01%	705	0	0.0%	Q2 2026	Aug 11, 2026
Atria Investments, Inc	History	No change	5,158	278	0.0%	0.0%	706	0	0.0%	Q2 2026	Jul 28, 2026
Avion Wealth	History	No change	5,140	277	0.05%	0.05%	707	0	0.0%	Q2 2026	Jul 31, 2026
Granite Bay Wealth Management, LLC	History	No change	5,073	274	0.03%	0.03%	708	0	0.0%	Q2 2026	Aug 14, 2026
Rockwood Wealth Management, LLC	History	No change	5,067	273	0.02%	0.02%	709	0	0.0%	Q2 2026	Jul 13, 2026
DBK Financial Counsel, LLC	History	No change	5,045	272	0.23%	0.23%	710	0	0.0%	Q2 2026	Jul 21, 2026
Csenge Advisory Group	History	No change	4,985	269	0.01%	0.01%	711	0	0.0%	Q2 2026	Aug 10, 2026
Intentional Wealth Strategies, LLC	History	No change	4,986	269	0.25%	0.25%	712	0	0.0%	Q2 2026	Jul 28, 2026
Jacobi Capital Management LLC	History	No change	4,971	268	0.01%	0.01%	713	0	0.0%	Q2 2026	Jul 31, 2026
Orion Capital Management LLC	History	No change	4,928	266	0.08%	0.08%	714	0	0.0%	Q2 2026	Aug 17, 2026
Stonebridge Financial Group, LLC/CA	History	No change	4,924	265	0.04%	0.04%	715	0	0.0%	Q2 2026	Aug 13, 2026
Leading Edge Financial Planning LLC	History	No change	4,886	263	0.05%	0.05%	716	0	0.0%	Q2 2026	Aug 06, 2026
RICHARDS, MERRILL & PETERSON, INC.	History	No change	4,859	262	0.08%	0.08%	717	0	0.0%	Q2 2026	Jul 16, 2026
Safeguard Investment Advisory Group, LLC	History	No change	4,856	262	0.06%	0.06%	718	0	0.0%	Q2 2026	Aug 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	No change	4,838	261	0.0%	0.0%	719	0	0.0%	Q2 2026	Aug 13, 2026
Empower Advisory Group, LLC	History	No change	4,820	260	0.0%	0.0%	720	0	0.0%	Q2 2026	Aug 12, 2026
CWS Financial Advisors, LLC	History	No change	4,768	257	0.06%	0.06%	721	0	0.0%	Q2 2026	Jul 30, 2026
Liberty Capital Management, Inc.	History	No change	4,731	255	0.04%	0.04%	722	0	0.0%	Q2 2026	Jul 17, 2026
Triad Wealth Partners, LLC	History	No change	4,438	254	0.01%	0.01%	723	0	0.0%	Q2 2026	Aug 10, 2026
Bell Bank	History	No change	4,646	250	0.01%	0.01%	724	0	0.0%	Q2 2026	Jul 15, 2026
PRIVATE MANAGEMENT GROUP INC	History	No change	4,628	250	0.01%	0.01%	725	0	0.0%	Q2 2026	Jul 31, 2026
Towneley Capital Management, Inc / DE	History	Added to	4,462	249	0.05%	0.05%	726	+22	0.5%	Q3 2026	Oct 09, 2026
West Financial Advisors, LLC	History	No change	4,607	248	0.04%	0.04%	727	0	0.0%	Q2 2026	Jul 08, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	No change	4,594	248	0.01%	0.01%	728	0	0.0%	Q2 2026	Jul 28, 2026
WHITENER CAPITAL MANAGEMENT, INC.	History	No change	4,580	247	0.05%	0.05%	729	0	0.0%	Q2 2026	Jul 10, 2026
Exit Wealth Advisors, LLC.	History	No change	4,566	246	0.11%	0.11%	730	0	0.0%	Q2 2026	Aug 11, 2026
Citrine Capital LLC	History	No change	4,548	245	0.09%	0.09%	731	0	0.0%	Q2 2026	Jul 23, 2026
Clarity Wealth Development LLC	History	No change	4,507	243	0.13%	0.13%	732	0	0.0%	Q2 2026	Jul 27, 2026
Roble, Belko & Company, Inc	History	No change	4,489	242	0.03%	0.03%	733	0	0.0%	Q2 2026	Jul 24, 2026
Delos Wealth Advisors, LLC	History	No change	4,481	242	0.12%	0.12%	734	0	0.0%	Q2 2026	Aug 14, 2026
ASSETMARK, INC	History	No change	4,479	241	0.0%	0.0%	735	0	0.0%	Q2 2026	Jul 30, 2026
Foundry Financial LLC	History	No change	4,455	240	0.08%	0.08%	736	0	0.0%	Q2 2026	Jul 21, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC	History	No change	4,437	239	0.06%	0.06%	737	0	0.0%	Q2 2026	Jul 15, 2026
FRANKLIN RESOURCES INC	History	No change	4,420	238	0.0%	0.0%	738	0	0.0%	Q2 2026	Aug 13, 2026
Canal Capital Management, LLC	History	No change	4,393	237	0.03%	0.03%	739	0	0.0%	Q2 2026	Jul 28, 2026
Ausdal Financial Partners, Inc.	History	No change	4,398	237	0.01%	0.01%	740	0	0.0%	Q2 2026	Aug 14, 2026
Cooke Wealth Management, LLC	History	No change	4,375	236	0.19%	0.19%	741	0	0.0%	Q2 2026	Jul 16, 2026
OPPENHEIMER & CO INC	History	No change	4,363	235	0.0%	0.0%	742	0	0.0%	Q2 2026	Aug 03, 2026
Level Wealth Management LLC	History	No change	4,338	234	0.09%	0.09%	743	0	0.0%	Q2 2026	Jul 28, 2026
Summit Wealth Group, LLC	History	No change	4,329	233	0.05%	0.05%	744	0	0.0%	Q2 2026	Aug 04, 2026
Heron Bay Capital Management	History	No change	4,315	233	0.02%	0.02%	745	0	0.0%	Q2 2026	Aug 11, 2026
Tufton Capital Management	History	No change	4,290	231	0.04%	0.04%	746	0	0.0%	Q2 2026	Jul 27, 2026
SIGNATUREFD, LLC	History	No change	4,273	230	0.0%	0.0%	747	0	0.0%	Q2 2026	Jul 23, 2026
180 WEALTH ADVISORS, LLC	History	No change	4,252	229	0.02%	0.02%	748	0	0.0%	Q2 2026	Jul 07, 2026
Aspire Growth Partners LLC	History	No change	4,217	227	0.13%	0.13%	749	0	0.0%	Q2 2026	Jul 29, 2026
Aprio Wealth Management, LLC	History	No change	4,185	226	0.01%	0.01%	750	0	0.0%	Q2 2026	Jul 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	No change	4,174	225	0.0%	0.0%	751	0	0.0%	Q2 2026	Jul 15, 2026
Ameritas Investment Partners, Inc.	History	No change	4,182	225	0.01%	0.01%	752	0	0.0%	Q2 2026	Aug 13, 2026
Rinkey Investments	History	No change	4,147	224	0.05%	0.05%	753	0	0.0%	Q2 2026	Jul 20, 2026
Kinloch Capital, LLC	History	No change	4,138	223	0.08%	0.08%	754	0	0.0%	Q2 2026	Aug 14, 2026
CGN Advisors LLC	History	No change	4,133	223	0.02%	0.02%	755	0	0.0%	Q2 2026	Jul 06, 2026
Caldwell Trust Co	History	No change	4,134	223	0.02%	0.02%	756	0	0.0%	Q2 2026	Aug 03, 2026
3 FACTOR INDEXING, LLC	History	No change	4,083	220	0.19%	0.19%	757	0	0.0%	Q2 2026	Jul 08, 2026
MARINO, STRAM & ASSOCIATES LLC	History	No change	4,047	218	0.03%	0.03%	758	0	0.0%	Q2 2026	Jul 24, 2026
NAPLES GLOBAL ADVISORS, LLC	History	No change	4,034	217	0.01%	0.01%	759	0	0.0%	Q2 2026	Jul 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	3,965	214	0.0%	0.0%	760	0	0.0%	Q2 2026	Aug 13, 2026
Physician Wealth Advisors, Inc.	History	No change	3,971	214	0.03%	0.03%	761	0	0.0%	Q2 2026	Jul 20, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC	History	Reduced	3,771	210	0.14%	0.13%	763	-331	-8.07%	Q3 2026	Oct 07, 2026
Accurate Wealth Management, LLC	History	No change	3,793	210	0.02%	0.02%	762	0	0.0%	Q2 2026	Jul 14, 2026
Kovack Advisors, Inc.	History	No change	3,883	209	0.01%	0.01%	764	0	0.0%	Q2 2026	Jul 28, 2026
Orgel Wealth Management, LLC	History	No change	3,868	208	0.0%	0.0%	765	0	0.0%	Q2 2026	Jul 13, 2026
Brio Consultants, LLC	History	No change	3,820	206	0.02%	0.02%	766	0	0.0%	Q2 2026	Aug 12, 2026
Corsicana & Co.	History	No change	3,825	206	0.1%	0.1%	767	0	0.0%	Q2 2026	Jul 24, 2026
Life Planning Partners, Inc	History	No change	3,811	205	0.15%	0.15%	768	0	0.0%	Q2 2026	Jul 21, 2026
Vawter Financial, Ltd.	History	No change	3,800	205	0.08%	0.08%	769	0	0.0%	Q2 2026	Jul 24, 2026
Allegheny Financial Group	History	No change	3,792	204	0.02%	0.02%	770	0	0.0%	Q2 2026	Jul 22, 2026
MBL Wealth, LLC	History	No change	3,790	204	0.01%	0.01%	771	0	0.0%	Q2 2026	Jul 15, 2026
Fortis Advisors, LLC	History	No change	3,770	203	0.1%	0.1%	772	0	0.0%	Q2 2026	Aug 13, 2026
Allied Investment Advisors, LLC	History	No change	3,752	202	0.03%	0.03%	773	0	0.0%	Q2 2026	Jul 20, 2026
Invst, LLC	History	No change	3,738	201	0.02%	0.02%	774	0	0.0%	Q2 2026	Aug 14, 2026
Apollon Wealth Management, LLC	History	No change	3,709	200	0.0%	0.0%	775	0	0.0%	Q2 2026	Jul 22, 2026
Clearstead Advisors, LLC	History	No change	3,543	191	0.0%	0.0%	776	0	0.0%	Q2 2026	Aug 06, 2026
C M BIDWELL & ASSOCIATES LTD	History	No change	3,353	181	0.07%	0.07%	777	0	0.0%	Q2 2026	Aug 11, 2026
CITY HOLDING CO	History	No change	3,300	178	0.02%	0.02%	778	0	0.0%	Q2 2026	Jul 10, 2026
Atomic Invest LLC	History	No change	3,105	167	0.01%	0.01%	779	0	0.0%	Q2 2026	Sep 25, 2026
True Wealth Design, LLC	History	No change	3,016	162	0.04%	0.04%	780	0	0.0%	Q2 2026	Jul 16, 2026
CENTRAL TRUST Co	History	No change	2,987	161	0.0%	0.0%	781	0	0.0%	Q2 2026	Jul 31, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	2,941	158	0.02%	0.02%	782	0	0.0%	Q2 2026	Aug 13, 2026
SITTNER & NELSON, LLC	History	No change	2,760	149	0.05%	0.05%	783	0	0.0%	Q2 2026	Aug 07, 2026
TFC Financial Management, Inc.	History	No change	2,666	144	0.02%	0.02%	784	0	0.0%	Q2 2026	Jul 23, 2026
Russell Investments Group, Ltd.	History	No change	2,584	139	0.0%	0.0%	785	0	0.0%	Q2 2026	Aug 06, 2026
BankChampaign, National Association	History	No change	2,451	132	0.1%	0.1%	786	0	0.0%	Q2 2026	Jul 23, 2026
Dogwood Wealth Management LLC	History	No change	2,366	127	0.05%	0.05%	787	0	0.0%	Q2 2026	Jul 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	2,248	121	0.0%	0.0%	788	0	0.0%	Q2 2026	Jul 24, 2026
Wilmington Savings Fund Society, FSB	History	No change	2,224	120	0.0%	0.0%	789	0	0.0%	Q2 2026	Jul 28, 2026
BESSEMER GROUP INC	History	No change	2,218	120	0.0%	0.0%	790	0	0.0%	Q2 2026	Aug 12, 2026
Investment Research & Advisory Group, Inc.	History	No change	2,234	120	0.04%	0.04%	791	0	0.0%	Q2 2026	Jul 23, 2026
Operose Advisors LLC	History	No change	2,009	108	0.02%	0.02%	792	0	0.0%	Q2 2026	Aug 13, 2026
THOMPSON INVESTMENT MANAGEMENT, INC.	History	No change	1,963	106	0.01%	0.01%	793	0	0.0%	Q2 2026	Jul 13, 2026
Investors Research Corp	History	New	1,853	103	0.02%	—	796	+1,853	New	Q3 2026	Oct 07, 2026
Pacific Center for Financial Services	History	No change	1,916	103	0.02%	0.02%	794	0	0.0%	Q2 2026	Aug 05, 2026
Retirement Wealth Solutions LLC	History	No change	1,849	103	0.05%	0.05%	795	0	0.0%	Q3 2026	Oct 07, 2026
Hickory Point Bank & Trust	History	No change	1,792	100	0.06%	0.06%	797	0	0.0%	Q3 2026	Oct 01, 2026
Rialto Wealth Management, LLC	History	No change	1,737	93	0.02%	0.02%	798	0	0.0%	Q2 2026	Aug 11, 2026
Pinnacle Bancorp, Inc.	History	No change	1,653	89	0.02%	0.02%	799	0	0.0%	Q2 2026	Jul 28, 2026
DecisionPoint Financial, LLC	History	No change	1,650	89	0.02%	0.02%	800	0	0.0%	Q2 2026	Aug 05, 2026
Godfrey Financial Associates, Inc.	History	No change	1,496	80	0.06%	0.06%	801	0	0.0%	Q2 2026	Aug 11, 2026
Cassaday & Co Wealth Management LLC	History	No change	1,469	79	0.0%	0.0%	802	0	0.0%	Q2 2026	Aug 10, 2026
SYM FINANCIAL Corp	History	No change	1,444	78	0.01%	0.01%	803	0	0.0%	Q2 2026	Aug 04, 2026
Register Financial Advisors LLC	History	No change	1,455	78	0.02%	0.02%	804	0	0.0%	Q2 2026	Jul 15, 2026
Forum Finance Group S.A.	History	No change	1,795	78	0.03%	0.03%	805	0	0.0%	Q2 2026	Aug 14, 2026
Capital Advisors, Ltd. LLC	History	No change	1,423	77	0.01%	0.01%	806	0	0.0%	Q2 2026	Jul 16, 2026
TD Waterhouse Canada Inc.	History	No change	1,481	77	0.0%	0.0%	807	0	0.0%	Q2 2026	Jul 27, 2026
BOKF, NA	History	No change	1,406	75	0.0%	0.0%	808	0	0.0%	Q2 2026	Aug 10, 2026
JNBA Financial Advisors	History	No change	1,388	74	0.01%	0.01%	809	0	0.0%	Q2 2026	Jul 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	History	No change	1,379	74	0.01%	0.01%	810	0	0.0%	Q2 2026	Jul 17, 2026
Paladin Advisory Group, LLC	History	No change	1,335	72	0.05%	0.05%	811	0	0.0%	Q2 2026	Jul 28, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	1,288	70	0.0%	0.0%	812	0	0.0%	Q2 2026	Aug 13, 2026
SIMPLEX TRADING, LLC	History	No change	1,290	69	0.0%	0.0%	813	0	0.0%	Q2 2026	Aug 12, 2026
Cape Investment Advisory, Inc.	History	No change	1,266	68	0.02%	0.02%	814	0	0.0%	Q2 2026	Jul 23, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	1,230	66	0.0%	0.0%	815	0	0.0%	Q2 2026	Jul 07, 2026
Measured Wealth Private Client Group, LLC	History	No change	1,236	66	0.02%	0.02%	816	0	0.0%	Q2 2026	Aug 10, 2026
FWL INVESTMENT MANAGEMENT, LLC	History	No change	1,204	65	0.01%	0.01%	817	0	0.0%	Q2 2026	Aug 14, 2026
Dunhill Financial, LLC	History	No change	1,197	64	0.01%	0.01%	818	0	0.0%	Q2 2026	Aug 07, 2026
LifeSteps Financial, Inc.	History	No change	1,116	60	0.03%	0.03%	819	0	0.0%	Q2 2026	Jul 17, 2026
American Capital Advisory, LLC	History	No change	1,124	60	0.02%	0.02%	820	0	0.0%	Q2 2026	Jul 28, 2026
Ashton Thomas Private Wealth, LLC	History	No change	1,045	56	0.0%	0.0%	821	0	0.0%	Q2 2026	Jul 29, 2026
Glen Eagle Advisors, LLC	History	No change	1,050	56	0.01%	0.01%	822	0	0.0%	Q2 2026	Aug 14, 2026
GHP Investment Advisors, Inc.	History	No change	1,017	54	0.0%	0.0%	823	0	0.0%	Q2 2026	Jul 17, 2026
Bogart Wealth, LLC	History	No change	1,002	54	0.0%	0.0%	824	0	0.0%	Q2 2026	Jul 24, 2026
GABLES CAPITAL MANAGEMENT INC.	History	No change	1,000	54	0.02%	0.02%	825	0	0.0%	Q2 2026	Aug 07, 2026
Arlington Trust Co LLC	History	No change	1,010	54	0.0%	0.0%	826	0	0.0%	Q2 2026	Jul 07, 2026
Colonial Trust Advisors	History	No change	995	53	0.0%	0.0%	827	0	0.0%	Q2 2026	Aug 11, 2026
FLAGSHIP WEALTH ADVISORS, LLC	History	No change	994	53	0.01%	0.01%	828	0	0.0%	Q2 2026	Jul 27, 2026
PROSPERITY BANCSHARES INC	History	No change	942	50	0.03%	0.03%	829	0	0.0%	Q2 2026	Aug 14, 2026
Private Wealth Management Group, LLC	History	No change	904	48	0.01%	0.01%	830	0	0.0%	Q2 2026	Jul 27, 2026
Prudent Man Investment Management, Inc.	History	No change	970	48	0.02%	0.02%	831	0	0.0%	Q2 2026	Jul 28, 2026
VANGUARD ADVISERS INC	History	No change	853	46	0.0%	0.0%	832	0	0.0%	Q2 2026	Aug 13, 2026
Atlatl Advisers LLC	History	No change	748	40	0.01%	0.01%	833	0	0.0%	Q2 2026	Jul 22, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	701	38	0.01%	0.01%	834	0	0.0%	Q2 2026	Jul 30, 2026
Redwood Park Advisors LLC	History	No change	717	38	0.02%	0.02%	835	0	0.0%	Q2 2026	Aug 11, 2026
Cornerstone Planning Group LLC	History	No change	655	36	0.0%	0.0%	836	0	0.0%	Q2 2026	Jul 29, 2026
Ancora Advisors LLC	History	No change	615	33	0.0%	0.0%	837	0	0.0%	Q2 2026	Aug 14, 2026
Montgomery Financial Services LLC	History	No change	607	32	0.03%	0.03%	838	0	0.0%	Q2 2026	Aug 12, 2026
Key FInancial Inc	History	No change	576	31	0.01%	0.01%	839	0	0.0%	Q2 2026	Jul 24, 2026
1620 INVESTMENT ADVISORS, INC.	History	No change	560	30	0.02%	0.02%	840	0	0.0%	Q2 2026	Jul 14, 2026
BARRETT & COMPANY, INC.	History	No change	549	29	0.01%	0.01%	841	0	0.0%	Q2 2026	Jul 24, 2026
CHILTON CAPITAL MANAGEMENT LLC	History	No change	551	29	0.0%	0.0%	842	0	0.0%	Q2 2026	Aug 04, 2026
Transce3nd, LLC	History	No change	512	28	0.25%	0.25%	843	0	0.0%	Q2 2026	Jul 24, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management	History	No change	532	28	0.02%	0.02%	844	0	0.0%	Q2 2026	Aug 11, 2026
TIAA Wealth Investment Management LLC	History	No change	533	28	0.0%	0.0%	845	0	0.0%	Q2 2026	Aug 10, 2026
Glassman Wealth Services	History	No change	500	27	0.0%	0.0%	846	0	0.0%	Q2 2026	Aug 05, 2026
HORIZON FINANCIAL SERVICES, LLC	History	No change	491	26	0.01%	0.01%	847	0	0.0%	Q2 2026	Jul 20, 2026
Abound Wealth Management	History	No change	462	24	0.0%	0.0%	848	0	0.0%	Q2 2026	Jul 10, 2026
Catherine Avery Investment Management LLC	History	No change	436	23	0.01%	0.01%	849	0	0.0%	Q2 2026	Jul 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	400	21	0.0%	0.0%	850	0	0.0%	Q2 2026	Jul 28, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	398	21	0.0%	0.0%	851	0	0.0%	Q2 2026	Jul 27, 2026
Anchor Investment Management, LLC	History	No change	407	21	0.0%	0.0%	852	0	0.0%	Q2 2026	Sep 15, 2026
Oakworth Capital, Inc.	History	No change	374	20	0.0%	0.0%	853	0	0.0%	Q2 2026	Jul 22, 2026
Providence Capital Advisors, LLC	History	No change	374	20	0.0%	0.0%	854	0	0.0%	Q2 2026	Aug 11, 2026
HOLLENCREST CAPITAL MANAGEMENT	History	No change	348	18	0.0%	0.0%	855	0	0.0%	Q2 2026	Aug 13, 2026
CHAPMAN FINANCIAL GROUP, LLC	History	No change	330	17	0.01%	0.01%	856	0	0.0%	Q2 2026	Aug 05, 2026
HOWE & RUSLING INC	History	No change	313	16	0.0%	0.0%	857	0	0.0%	Q2 2026	Aug 10, 2026
Signature Resources Capital Management, LLC	History	No change	303	16	0.01%	0.01%	858	0	0.0%	Q2 2026	Jul 13, 2026
Fairway Wealth LLC	History	No change	263	14	0.0%	0.0%	859	0	0.0%	Q2 2026	Jul 24, 2026
TRUST CO OF TOLEDO NA /OH/	History	No change	256	13	0.0%	0.0%	860	0	0.0%	Q2 2026	Jul 16, 2026
Vermillion Wealth Management, Inc.	History	No change	254	13	0.0%	0.0%	861	0	0.0%	Q2 2026	Jul 15, 2026
Cranbrook Wealth Management, LLC	History	No change	223	12	0.0%	0.0%	862	0	0.0%	Q2 2026	Aug 06, 2026
Ritter Daniher Financial Advisory LLC / DE	History	No change	225	12	0.0%	0.0%	863	0	0.0%	Q2 2026	Jul 14, 2026
Timmons Wealth Management, LLC	History	No change	232	12	0.01%	0.01%	864	0	0.0%	Q2 2026	Aug 07, 2026
TRUST CO OF VERMONT	History	No change	196	10	0.0%	0.0%	865	0	0.0%	Q2 2026	Aug 07, 2026
Hara Capital LLC	History	No change	200	10	0.01%	0.01%	866	0	0.0%	Q2 2026	Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC	History	Added to	171	9	0.0%	0.0%	868	+1	0.59%	Q3 2026	Oct 07, 2026
GODSEY & GIBB, INC	History	No change	181	9	0.0%	0.0%	867	0	0.0%	Q2 2026	Jul 13, 2026
CAMBIENT FAMILY OFFICE, LLC	History	No change	176	9	0.0%	0.0%	869	0	0.0%	Q2 2026	Aug 13, 2026
AdvisorNet Financial, Inc	History	No change	165	8	0.0%	0.0%	870	0	0.0%	Q2 2026	Jul 23, 2026
HIGHLINE WEALTH PARTNERS LLC	History	No change	165	8	0.0%	0.0%	871	0	0.0%	Q2 2026	Jul 15, 2026
FIRST COMMUNITY TRUST NA	History	Reduced	133	7	0.0%	0.03%	873	-1,154	-89.67%	Q3 2026	Oct 07, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	140	7	0.0%	0.0%	872	0	0.0%	Q2 2026	Aug 06, 2026
Breakwater Investment Management	History	No change	145	7	0.0%	0.0%	874	0	0.0%	Q2 2026	Aug 06, 2026
Buck Wealth Strategies, LLC	History	No change	117	6	0.0%	0.0%	875	0	0.0%	Q2 2026	Jul 30, 2026
TOUNJIAN ADVISORY PARTNERS, LLC	History	No change	129	6	0.0%	0.0%	876	0	0.0%	Q2 2026	Aug 07, 2026
CX Institutional	History	Reduced	94	5	0.0%	0.0%	877	-809	-89.59%	Q3 2026	Oct 02, 2026
Truvestments Capital LLC	History	No change	104	5	0.0%	0.0%	878	0	0.0%	Q2 2026	Aug 12, 2026
Guardian Partners Inc.	History	No change	100	5	0.0%	0.0%	879	0	0.0%	Q2 2026	Jul 29, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	110	5	0.0%	0.0%	880	0	0.0%	Q2 2026	Jul 23, 2026
Merrithew & Thorsten Inc	History	No change	95	5	0.0%	0.0%	881	0	0.0%	Q2 2026	Jul 31, 2026
Farmers & Merchants Trust Co of Chambersburg PA	History	No change	77	4	0.0%	0.0%	882	0	0.0%	Q2 2026	Jul 24, 2026
Millstone Evans Group, LLC	History	No change	89	4	0.0%	0.0%	883	0	0.0%	Q2 2026	Aug 11, 2026
Strive Financial Group ,LLC	History	No change	63	3	0.0%	0.0%	884	0	0.0%	Q2 2026	Aug 14, 2026
GoalVest Advisory LLC	History	New	39	2	0.0%	—	888	+39	New	Q3 2026	Oct 02, 2026
GLENMEDE TRUST CO NA	History	No change	46	2	0.0%	0.0%	885	0	0.0%	Q2 2026	Aug 10, 2026
MONTAG A & ASSOCIATES INC	History	No change	47	2	0.0%	0.0%	886	0	0.0%	Q2 2026	Aug 05, 2026
Synergy Investment Management, LLC	History	No change	38	2	0.0%	0.0%	887	0	0.0%	Q2 2026	Aug 14, 2026
Trust Co	History	No change	35	1	0.0%	0.0%	889	0	0.0%	Q3 2026	Oct 09, 2026
Golden State Wealth Management, LLC	History	No change	30	1	0.0%	0.0%	890	0	0.0%	Q2 2026	Jul 22, 2026
Archer Investment Corp	History	No change	26	1	0.0%	0.0%	891	0	0.0%	Q2 2026	Aug 03, 2026
SWAN Capital LLC	History	No change	19	1	0.0%	0.0%	892	0	0.0%	Q2 2026	Aug 13, 2026
NorthAvenue LLC	History	No change	25	1	0.0%	0.0%	893	0	0.0%	Q2 2026	Jul 21, 2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV	History	Closed out	0	0	—	1.32%	—	-41,723	-100.0%	Q3 2026	Oct 07, 2026
AMERICAN NATIONAL BANK & TRUST	History	Closed out	0	0	—	0.0%	—	-175	-100.0%	Q3 2026	Oct 07, 2026
MANNING & NAPIER ADVISORS LLC	History	No change	9	0	—	—	—	0	0.0%	Q2 2026	Aug 13, 2026
CITIGROUP INC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Aug 03, 2026
Strategic Wealth Partners, Ltd.	History	No change	11	0	—	—	—	0	0.0%	Q2 2026	Aug 12, 2026
Citizens National Bank Trust Department	History	No change	8	0	—	—	—	0	0.0%	Q2 2026	Jul 22, 2026
NFSG Corp	History	No change	18	0	—	—	—	0	0.0%	Q2 2026	Aug 14, 2026
Quest 10 Wealth Builders, Inc.	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Jul 24, 2026
WPG Advisers, LLC	History	No change	6	0	—	—	—	0	0.0%	Q2 2026	Aug 05, 2026
Birchwood Financial Partners, Inc.	History	No change	15	0	—	—	—	0	0.0%	Q2 2026	Aug 06, 2026