iSHARES TRUST - EFAV
Detailed investor-level table based on 13F positions.
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.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 7,315,650 | 641,655 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,650,415 | 320,177 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,649,436 | 320,092 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,634,646 | 231,084 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wharton Business Group, LLC | History | No change | 1,671,587 | 146,614 | 4.9% | 4.9% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,099,071 | 96,399 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,036,742 | 90,932 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 932,387 | 81,779 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 779,547 | 68,374 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 702,769 | 63,987 | 2.3% | 2.3% | 10 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | No change | 683,106 | 59,915 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 679,207 | 59,574 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 650,611 | 57,065 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 636,096 | 55,792 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 575,586 | 50,480 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 487,681 | 42,775 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 439,002 | 38,505 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 424,169 | 37,203 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 381,992 | 33,504 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Summit Financial, LLC | History | No change | 376,075 | 32,985 | 0.36% | 0.36% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 375,150 | 32,904 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 373,286 | 32,740 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 363,824 | 31,911 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 320,615 | 29,294 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 305,572 | 26,801 | 0.38% | 0.38% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 296,316 | 25,989 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 233,033 | 20,450 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 228,932 | 20,079 | 2.99% | 2.99% | 28 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 209,918 | 18,411 | 0.38% | 0.38% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 204,864 | 17,968 | 0.18% | 0.18% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Penserra Capital Management LLC | History | No change | 196,194 | 17,208 | 0.13% | 0.13% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 192,591 | 16,892 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 186,185 | 16,330 | 3.82% | 3.82% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Portfolio Design Labs, LLC | History | No change | 169,473 | 14,864 | 2.44% | 2.44% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 169,268 | 14,828 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProVise Management Group, LLC | History | No change | 159,820 | 14,017 | 0.94% | 0.94% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Symmetry Partners, LLC | History | No change | 156,401 | 13,717 | 0.7% | 0.7% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ledyard National Bank | History | No change | 153,015 | 13,420 | 1.08% | 1.08% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Merit Financial Group, LLC | History | No change | 148,952 | 13,064 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 147,790 | 12,962 | 1.02% | 1.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Mariner, LLC | History | No change | 138,907 | 12,183 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 138,825 | 12,176 | 0.3% | 0.3% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascent Group, LLC | History | No change | 124,996 | 10,963 | 0.33% | 0.33% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 122,535 | 10,747 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 119,482 | 10,479 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 114,028 | 10,001 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Magnus Financial Group LLC | History | No change | 113,016 | 9,912 | 0.7% | 0.7% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Baird Financial Group, Inc. | History | No change | 110,680 | 9,707 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 106,332 | 9,326 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 105,524 | 9,297 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 103,567 | 9,083 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 101,884 | 8,936 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 94,453 | 8,284 | 0.49% | 0.49% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 91,946 | 8,064 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 86,391 | 7,577 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management Group, Inc. | History | No change | 84,562 | 7,416 | 1.09% | 1.09% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 84,324 | 7,396 | 6.38% | 6.38% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 80,264 | 7,039 | 0.66% | 0.66% | 58 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 79,705 | 6,983 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 79,407 | 6,964 | 1.22% | 1.22% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 77,119 | 6,764 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Well Done, LLC | History | No change | 75,883 | 6,655 | 0.9% | 0.9% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Estate Counselors, LLC | History | No change | 74,006 | 6,491 | 0.56% | 0.56% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 70,045 | 6,143 | 0.46% | 0.46% | 64 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 68,756 | 6,030 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 66,332 | 5,817 | 0.3% | 0.3% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 65,785 | 5,770 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 64,025 | 5,615 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 62,890 | 5,516 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 61,227 | 5,486 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | No change | 58,090 | 5,305 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | No change | 59,346 | 5,205 | 3.48% | 3.48% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 57,970 | 5,084 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASPIRIANT, LLC | History | No change | 55,558 | 4,872 | 0.12% | 0.12% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 54,659 | 4,794 | 0.36% | 0.36% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 52,845 | 4,635 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 52,463 | 4,601 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 51,547 | 4,521 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | Reduced | 49,633 | 4,501 | 0.06% | 0.07% | 79 | -2,582 | -4.94% | Q3 2026 | Oct 08, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 51,015 | 4,474 | 1.21% | 1.21% | 80 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Blueprint, LLC | History | No change | 50,230 | 4,405 | 0.22% | 0.22% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 49,331 | 4,326 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 45,669 | 4,005 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 44,716 | 3,922 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 43,633 | 3,843 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | No change | 43,093 | 3,780 | 0.17% | 0.17% | 86 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| MAI Capital Management | History | No change | 40,162 | 3,522 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 40,162 | 3,522 | 1.1% | 1.1% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | No change | 40,079 | 3,515 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 39,508 | 3,461 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 38,188 | 3,349 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Capital Analysts, LLC | History | No change | 38,166 | 3,348 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corsicana & Co. | History | No change | 37,774 | 3,313 | 1.61% | 1.61% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Shore Point Advisors, LLC | History | No change | 37,514 | 3,290 | 1.13% | 1.13% | 94 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 36,835 | 3,230 | 0.27% | 0.27% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 36,419 | 3,194 | 0.2% | 0.2% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 34,008 | 2,982 | 0.76% | 0.76% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 33,220 | 2,927 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 32,819 | 2,878 | 0.34% | 0.34% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 32,374 | 2,839 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 31,301 | 2,745 | 1.28% | 1.28% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RHS Financial, LLC | History | No change | 31,280 | 2,743 | 1.11% | 1.11% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 30,830 | 2,704 | 0.91% | 0.91% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 30,707 | 2,693 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 30,384 | 2,664 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prism Advisors, Inc. | History | No change | 30,314 | 2,658 | 0.65% | 0.65% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | No change | 30,303 | 2,657 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 28,725 | 2,519 | 2.26% | 2.26% | 108 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 28,495 | 2,499 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 28,409 | 2,491 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 28,009 | 2,456 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 27,620 | 2,422 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 27,494 | 2,411 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IHT Wealth Management, LLC | History | No change | 27,381 | 2,401 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 26,968 | 2,365 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brickley Wealth Management | History | No change | 26,950 | 2,363 | 0.34% | 0.34% | 116 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 26,453 | 2,320 | 0.99% | 0.99% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Frontier Asset Management, LLC | History | No change | 26,273 | 2,304 | 0.41% | 0.41% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 26,178 | 2,296 | 0.13% | 0.13% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 25,736 | 2,257 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 25,610 | 2,246 | 0.09% | 0.09% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 25,311 | 2,220 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 24,765 | 2,172 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 24,550 | 2,153 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 23,392 | 2,051 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 23,083 | 2,024 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CGN Advisors LLC | History | No change | 23,051 | 2,021 | 0.15% | 0.15% | 127 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Friedenthal Financial | History | No change | 21,968 | 1,926 | 0.89% | 0.89% | 128 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 21,833 | 1,914 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Klingman & Associates, LLC | History | No change | 21,671 | 1,900 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 20,645 | 1,810 | 0.4% | 0.4% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 20,506 | 1,798 | 0.64% | 0.64% | 132 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Assets Advisory, LLC | History | No change | 20,568 | 1,794 | 0.39% | 0.39% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 19,880 | 1,743 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 19,849 | 1,740 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 19,092 | 1,674 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Breakwater Capital Group | History | No change | 19,053 | 1,671 | 0.2% | 0.2% | 137 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bleakley Financial Group, LLC | History | No change | 18,568 | 1,628 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | No change | 18,458 | 1,618 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Berger Financial Group, Inc | History | No change | 18,372 | 1,611 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 18,339 | 1,608 | 0.21% | 0.21% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bell Investment Advisors, Inc | History | No change | 18,115 | 1,588 | 0.23% | 0.23% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bellwether Advisors, LLC | History | No change | 17,827 | 1,563 | 0.23% | 0.23% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 17,805 | 1,562 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 17,401 | 1,526 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quantinno Capital Management LP | History | No change | 17,337 | 1,520 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 16,860 | 1,478 | 0.38% | 0.38% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CVA Family Office, LLC | History | No change | 16,839 | 1,476 | 0.13% | 0.13% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 16,039 | 1,461 | 0.17% | 0.17% | 149 | -41 | -0.25% | Q3 2026 | Oct 08, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 16,594 | 1,455 | 0.29% | 0.29% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 15,795 | 1,422 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 16,107 | 1,412 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TPG Advisors LLC | History | No change | 15,981 | 1,401 | 0.77% | 0.77% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,817 | 1,387 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBK Sorce Advisory LLC | History | No change | 14,897 | 1,379 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tacita Capital Inc | History | No change | 15,640 | 1,371 | 0.74% | 0.74% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONECO ADVISORS, LLC | History | No change | 15,357 | 1,346 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M Holdings Securities, Inc. | History | No change | 15,220 | 1,342 | 0.18% | 0.18% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 15,280 | 1,340 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Carr Financial Group Corp | History | No change | 15,142 | 1,328 | 0.31% | 0.31% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 14,516 | 1,326 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tempo Wealth, LLC | History | No change | 15,072 | 1,321 | 0.2% | 0.2% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 14,998 | 1,315 | 0.13% | 0.13% | 163 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Foster Group, Inc. | History | No change | 14,981 | 1,313 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 14,912 | 1,307 | 0.22% | 0.22% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 14,533 | 1,274 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 14,339 | 1,257 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,270 | 1,252 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 14,183 | 1,244 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 14,166 | 1,242 | 0.1% | 0.1% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waldron Private Wealth LLC | History | No change | 13,521 | 1,185 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prospera Financial Services Inc | History | No change | 13,458 | 1,180 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 13,098 | 1,148 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lido Advisors, LLC | History | No change | 12,608 | 1,105 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | No change | 12,583 | 1,103 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 12,571 | 1,102 | 0.2% | 0.2% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,390 | 1,086 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 12,307 | 1,079 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 12,176 | 1,068 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 12,040 | 1,056 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 11,936 | 1,046 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 11,900 | 1,043 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Round Rock Advisors LLC | History | No change | 11,729 | 1,028 | 0.13% | 0.13% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | No change | 11,194 | 1,019 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 11,567 | 1,014 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 10,991 | 996 | 0.93% | 0.93% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Shira Ridge Wealth Management | History | No change | 11,111 | 974 | 0.34% | 0.34% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ellis Investment Partners, LLC | History | No change | 11,040 | 968 | 0.15% | 0.15% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clark Asset Management, LLC | History | No change | 10,799 | 947 | 0.07% | 0.07% | 189 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 10,607 | 944 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FOSTER & MOTLEY INC | History | No change | 10,680 | 937 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 9,857 | 929 | 0.24% | 0.24% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 10,455 | 917 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,274 | 901 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 10,219 | 896 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Allworth Financial LP | History | No change | 10,137 | 889 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 10,120 | 887 | 0.64% | 0.64% | 197 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 9,668 | 880 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 10,003 | 877 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Diversify Advisory Services, LLC | History | No change | 9,539 | 873 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 9,539 | 873 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lexington Hill Partners, LLC | History | No change | 9,820 | 861 | 0.42% | 0.42% | 202 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,653 | 846 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 9,617 | 843 | 0.26% | 0.26% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 9,432 | 827 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SEEDS INVESTOR LLC | History | No change | 9,419 | 826 | 0.08% | 0.08% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 9,344 | 819 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 9,316 | 817 | 0.23% | 0.23% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,293 | 815 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arcus Capital Partners, LLC | History | No change | 9,285 | 814 | 0.34% | 0.34% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | No change | 9,280 | 813 | 0.18% | 0.18% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WESBANCO BANK INC | History | No change | 9,166 | 803 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 9,081 | 796 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 9,008 | 791 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisory Group LLC | History | No change | 8,967 | 786 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 8,920 | 782 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 8,763 | 768 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,408 | 766 | 0.01% | 0.01% | 218 | +113 | 1.36% | Q3 2026 | Oct 08, 2026 |
| IFG Advisory, LLC | History | No change | 8,469 | 742 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 8,287 | 726 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 8,177 | 717 | 0.1% | 0.1% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 8,137 | 713 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,091 | 709 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,031 | 704 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY TRUST CO | History | No change | 8,014 | 702 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 7,890 | 692 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Portland Financial Advisors Inc | History | No change | 7,836 | 687 | 1.25% | 1.25% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,804 | 684 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Black Diamond Financial, LLC | History | No change | 7,774 | 681 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 7,744 | 679 | 0.08% | 0.08% | 230 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Hilltop Partners LLC | History | No change | 7,667 | 672 | 0.16% | 0.16% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 7,657 | 671 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COWA, LLC | History | No change | 7,497 | 657 | 0.16% | 0.16% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,352 | 644 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heck Capital Advisors, LLC | History | No change | 7,321 | 642 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arax Advisory Partners | History | No change | 7,296 | 639 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Center for Financial Services | History | No change | 7,273 | 637 | 0.14% | 0.14% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 7,247 | 632 | 0.42% | 0.42% | 238 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Vise Technologies, Inc. | History | No change | 7,205 | 631 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,170 | 628 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lantz Financial LLC | History | No change | 7,095 | 622 | 0.11% | 0.11% | 241 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 7,067 | 619 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 7,059 | 619 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Counterweight Ventures, LLC | History | No change | 7,058 | 619 | 0.31% | 0.31% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 7,018 | 615 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mascoma Wealth Management LLC | History | No change | 7,008 | 614 | 0.11% | 0.11% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 6,964 | 610 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 6,744 | 591 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Perspectives, Inc | History | No change | 6,746 | 591 | 0.14% | 0.14% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 6,561 | 575 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Keystone Financial Group | History | No change | 6,496 | 569 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pallas Capital Advisors LLC | History | No change | 6,482 | 568 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creekside Partners | History | No change | 6,396 | 561 | 0.2% | 0.2% | 253 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 6,360 | 557 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 6,309 | 553 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kathmere Capital Management, LLC | History | No change | 6,310 | 553 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wolff Financial Management LLC | History | No change | 6,270 | 549 | 0.11% | 0.11% | 257 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HRT FINANCIAL LP | History | No change | 6,150 | 539 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 6,064 | 531 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aries Wealth Management | History | No change | 5,990 | 525 | 0.1% | 0.1% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 5,833 | 511 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 5,789 | 507 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greenwich Wealth Management LLC | History | No change | 5,741 | 504 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QTR Family Wealth, LLC | History | No change | 5,722 | 501 | 0.17% | 0.17% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,693 | 499 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,665 | 496 | 0.13% | 0.13% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,655 | 495 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VestGen Advisors, LLC | History | No change | 5,553 | 487 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 5,168 | 466 | 0.41% | 0.41% | 269 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aspect Partners, LLC | History | No change | 5,280 | 463 | 0.17% | 0.17% | 270 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Heirloom Wealth Management | History | No change | 5,264 | 461 | 0.07% | 0.07% | 271 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRIGHTON JONES LLC | History | No change | 5,237 | 459 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JMG Financial Group, Ltd. | History | No change | 5,231 | 458 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 5,181 | 454 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Citizens National Bank Trust Department | History | No change | 5,102 | 447 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 5,087 | 446 | 0.2% | 0.2% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 5,009 | 439 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 5,000 | 438 | 0.07% | 0.07% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| K2 Financial Inc. | History | No change | 4,870 | 434 | 0.31% | 0.31% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 4,944 | 433 | 0.26% | 0.26% | 280 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atria Investments, Inc | History | No change | 4,873 | 427 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Opus Financial Solutions LLC | History | No change | 4,830 | 423 | 0.34% | 0.34% | 282 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 4,769 | 418 | 0.1% | 0.1% | 283 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,755 | 417 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 4,720 | 413 | 0.25% | 0.25% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Advisors Network LLC | History | No change | 4,678 | 410 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 4,664 | 409 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WBH ADVISORY INC | History | No change | 4,652 | 408 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 4,650 | 407 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,649 | 407 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 4,617 | 404 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | No change | 4,547 | 398 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blankinship & Foster, LLC | History | No change | 4,544 | 398 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 4,514 | 395 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Goldstein Advisors, LLC | History | No change | 4,481 | 392 | 0.04% | 0.04% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,462 | 391 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,440 | 389 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 4,418 | 387 | 0.21% | 0.21% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 4,380 | 384 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EWA, LLC | History | No change | 4,380 | 384 | 0.07% | 0.07% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| James J. Burns & Company, LLC | History | No change | 4,368 | 383 | 0.04% | 0.04% | 301 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,376 | 383 | 0.07% | 0.07% | 302 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 4,376 | 383 | 0.22% | 0.22% | 303 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 4,378 | 377 | 0.32% | 0.32% | 304 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 4,293 | 376 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Visionary Wealth Advisors | History | No change | 4,272 | 374 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Traction Financial Partners, LLC | History | No change | 4,207 | 368 | 0.2% | 0.2% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arrowroot Family Office, LLC | History | No change | 4,198 | 368 | 0.11% | 0.11% | 308 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sage Capital Advisors,llc | History | No change | 4,194 | 367 | 0.08% | 0.08% | 309 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,184 | 366 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TME FINANCIAL, INC. | History | No change | 4,177 | 366 | 0.23% | 0.23% | 311 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 4,180 | 364 | 0.04% | 0.04% | 312 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 4,090 | 358 | 0.15% | 0.15% | 313 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 4,053 | 355 | 0.22% | 0.22% | 314 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 4,042 | 354 | 0.05% | 0.05% | 315 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 4,007 | 351 | 0.03% | 0.03% | 316 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 3,925 | 344 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 3,933 | 344 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,921 | 343 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Urban Wealth Management, LLC | History | No change | 3,915 | 343 | 0.3% | 0.3% | 320 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversified Enterprises, LLC | History | No change | 3,921 | 343 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,898 | 341 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 3,866 | 339 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 3,863 | 338 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| National Wealth Management Group, LLC | History | No change | 3,857 | 338 | 0.1% | 0.1% | 325 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summit Wealth Partners, LLC | History | No change | 3,843 | 337 | 0.05% | 0.05% | 326 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SteelPeak Wealth, LLC | History | No change | 3,836 | 336 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| American Wealth Advisors, LLC | History | No change | 3,818 | 334 | 0.31% | 0.31% | 328 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centurion Wealth Management LLC | History | No change | 3,781 | 331 | 0.08% | 0.08% | 329 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 3,774 | 330 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Veery Capital, LLC | History | Added to | 3,460 | 315 | 0.08% | 0.08% | 331 | +22 | 0.64% | Q3 2026 | Oct 07, 2026 |
| DRAVO BAY LLC | History | No change | 3,567 | 312 | 0.11% | 0.11% | 332 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stablepoint Partners, LLC | History | No change | 3,528 | 309 | 0.04% | 0.04% | 333 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,519 | 308 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMERCE BANK | History | No change | 3,503 | 307 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GDS Wealth Management | History | No change | 3,506 | 307 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 3,494 | 306 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,476 | 304 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 3,465 | 303 | 0.11% | 0.11% | 339 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Livet Wealth, LLC | History | No change | 3,449 | 302 | 0.17% | 0.17% | 340 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,437 | 301 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INVESTED ADVISORS | History | No change | 3,406 | 298 | 0.26% | 0.26% | 342 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARWA LLC | History | No change | 3,307 | 298 | 0.12% | 0.12% | 343 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BCGM Wealth Management, LLC | History | No change | 3,353 | 294 | 0.06% | 0.06% | 344 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 3,361 | 294 | 0.06% | 0.06% | 345 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keenan, LLC | History | No change | 3,342 | 293 | 0.21% | 0.21% | 346 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 3,332 | 292 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Peak Financial Management, Inc. | History | No change | 3,337 | 292 | 0.07% | 0.07% | 348 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Squarepoint Ops LLC | History | No change | 3,275 | 287 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Citizens Financial Corp | History | No change | 3,143 | 286 | 0.12% | 0.11% | 350 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 3,258 | 285 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wedmont Private Capital | History | No change | 3,152 | 282 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rare Wolf Capital LLC | History | No change | 3,215 | 281 | 0.18% | 0.18% | 353 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,158 | 276 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,151 | 276 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,145 | 275 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FULTON BANK, N.A. | History | No change | 3,131 | 274 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| United Advisor Group, LLC | History | No change | 3,124 | 274 | 0.03% | 0.03% | 358 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 3,120 | 273 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | No change | 3,110 | 272 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 3,086 | 270 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | No change | 3,084 | 270 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | No change | 3,072 | 269 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StoneX Group Inc. | History | No change | 3,065 | 268 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,046 | 268 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 3,041 | 266 | 0.15% | 0.15% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invariant Investment Management | History | Reduced | 2,921 | 265 | 0.15% | 0.16% | 367 | -55 | -1.85% | Q3 2026 | Oct 08, 2026 |
| Midwest Trust Co | History | No change | 3,012 | 264 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Claro Advisors Inc. | History | No change | 2,965 | 260 | 0.03% | 0.03% | 369 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 2,969 | 260 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 2,963 | 259 | 0.05% | 0.05% | 371 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Catalyst Investment Management LLC | History | No change | 2,920 | 256 | 0.23% | 0.23% | 372 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apeiron RIA LLC | History | New | 2,822 | 255 | 0.06% | — | 373 | +2,822 | New | Q3 2026 | Oct 08, 2026 |
| Vanguard National Trust Co | History | No change | 2,877 | 252 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | No change | 2,868 | 251 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 2,788 | 249 | 0.12% | 0.12% | 376 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 2,832 | 248 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 2,801 | 245 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 2,753 | 241 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WARNER FINANCIAL, INC | History | No change | 2,676 | 234 | 0.07% | 0.07% | 380 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 2,646 | 232 | 0.05% | 0.05% | 381 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,605 | 228 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,590 | 227 | 0.03% | 0.03% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 2,574 | 225 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 2,548 | 223 | 0.09% | 0.09% | 385 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NorthRock Partners, LLC | History | No change | 2,532 | 222 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 2,474 | 217 | 0.1% | 0.1% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,480 | 217 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sun Financial Inc | History | No change | 2,313 | 216 | 0.1% | 0.1% | 389 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Straight Path Wealth Management | History | No change | 2,446 | 214 | 0.05% | 0.05% | 390 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Asset Dedication, LLC | History | No change | 2,419 | 212 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,343 | 210 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 2,405 | 210 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Forum Private Client Group LLC | History | No change | 2,387 | 209 | 0.06% | 0.06% | 394 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sensible Money, LLC | History | No change | 2,382 | 208 | 0.06% | 0.06% | 395 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,365 | 207 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 2,359 | 206 | 0.05% | 0.05% | 397 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 2,322 | 203 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 2,313 | 202 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,245 | 196 | 0.05% | 0.05% | 400 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 2,178 | 191 | 0.12% | 0.12% | 401 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WHITTIER TRUST CO | History | No change | 2,134 | 190 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 10Elms LLP | History | No change | 2,059 | 180 | 0.08% | 0.08% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,855 | 162 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 1,735 | 152 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,562 | 137 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,474 | 129 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,444 | 126 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCF Advisors LLC | History | No change | 1,375 | 120 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Advisors | History | No change | 1,327 | 116 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 1,233 | 108 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Paladin Advisory Group, LLC | History | No change | 1,229 | 107 | 0.07% | 0.07% | 412 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,212 | 106 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nemes Rush Group LLC | History | No change | 1,152 | 101 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,132 | 99 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,078 | 94 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,078 | 94 | 0.05% | 0.05% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWE & RUSLING INC | History | No change | 1,047 | 91 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,037 | 90 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,004 | 88 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SouthState Bank Corp | History | No change | 984 | 86 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 898 | 78 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 901 | 78 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 873 | 76 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Provident Wealth Management, LLC | History | No change | 875 | 76 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Noble Wealth Management PBC | History | No change | 841 | 76 | 0.03% | 0.03% | 426 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| VANGUARD ADVISERS INC | History | No change | 846 | 74 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Community Bank | History | No change | 850 | 74 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 843 | 73 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,198 | 68 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 720 | 63 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 650 | 57 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 643 | 56 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 614 | 55 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 596 | 52 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 582 | 51 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 580 | 50 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 547 | 47 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brooklyn FI, LLC | History | No change | 527 | 47 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 527 | 46 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 514 | 45 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CKW FINANCIAL GROUP | History | No change | 500 | 44 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Corp | History | No change | 503 | 44 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 503 | 44 | 0.03% | 0.03% | 444 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 470 | 41 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rossby Financial, LCC | History | No change | 460 | 40 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WPG Advisers, LLC | History | No change | 454 | 39 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 439 | 38 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 411 | 37 | 0.0% | 0.0% | 451 | -91 | -18.13% | Q3 2026 | Oct 08, 2026 |
| SYM FINANCIAL Corp | History | No change | 433 | 37 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 433 | 37 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Synergy Investment Management, LLC | History | No change | 397 | 36 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 420 | 36 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bullock Wealth Management Group | History | No change | 414 | 36 | 0.02% | 0.02% | 454 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Dunhill Financial, LLC | History | No change | 402 | 35 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fairscale Capital, LLC | History | No change | 405 | 35 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 374 | 32 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hanson & Doremus Investment Management | History | No change | 362 | 32 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 365 | 32 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Princeton Global Asset Management LLC | History | No change | 354 | 31 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sunrise Financial Services, LLC | History | No change | 363 | 31 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 319 | 29 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BFSG, LLC | History | No change | 316 | 27 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 319 | 27 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 311 | 27 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 291 | 25 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 294 | 25 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 292 | 25 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 290 | 25 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glassman Wealth Services | History | No change | 268 | 23 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BAYBAN | History | No change | 267 | 23 | 0.02% | 0.02% | 471 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 252 | 22 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 240 | 21 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Continuum Advisory, LLC | History | No change | 243 | 21 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caldwell Trust Co | History | No change | 237 | 20 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Highland Investment Advisors LLC | History | No change | 230 | 20 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 217 | 19 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 188 | 17 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Allied Private Wealth LLC | History | No change | 190 | 17 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 177 | 16 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 177 | 15 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 180 | 15 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CENTRAL TRUST Co | History | No change | 163 | 14 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 171 | 14 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avion Wealth | History | No change | 171 | 14 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Boreal Capital Management LLC | History | No change | 160 | 14 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 161 | 14 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrity Financial Corp /WA | History | No change | 142 | 12 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 140 | 12 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 121 | 11 | 0.0% | 0.0% | 491 | -2 | -1.63% | Q3 2026 | Oct 08, 2026 |
| Key FInancial Inc | History | No change | 128 | 11 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LRI Investments, LLC | History | No change | 134 | 11 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 135 | 11 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 128 | 11 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 132 | 11 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 93 | 8 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 100 | 8 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CX Institutional | History | Reduced | 77 | 7 | 0.0% | 0.0% | 499 | -357 | -82.26% | Q3 2026 | Oct 02, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 86 | 7 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 69 | 6 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 75 | 6 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BankPlus Trust Department | History | No change | 69 | 6 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 74 | 6 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 74 | 6 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Command Advisory Services, Inc. | History | No change | 62 | 5 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 67 | 5 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PlanVest Financial, Inc | History | No change | 59 | 5 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grove Bank & Trust | History | New | 51 | 4 | 0.0% | — | 511 | +51 | New | Q3 2026 | Oct 08, 2026 |
| LifeSteps Financial, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 53 | 4 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| JPL Wealth Management, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOTCO | History | No change | 39 | 3 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 36 | 3 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 37 | 3 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Decker Retirement Planning Inc. | History | No change | 41 | 3 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | No change | 32 | 2 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Abound Wealth Management | History | No change | 28 | 2 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 30 | 2 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 14 | 1 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | No change | 14 | 1 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| PFS Partners, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathway Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,724 | -100.0% | Q3 2026 | Oct 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ALERUS FINANCIAL NA | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kilter Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Napier Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Networth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |