Goldman Sachs ETF Trust - GSLC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | No change | 27,444,512 | 3,894,101 | 0.63% | 0.63% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,988,089 | 991,539 | 0.53% | 0.53% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 5,711,643 | 810,425 | 1.37% | 1.37% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 5,039,761 | 715,091 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,220,388 | 456,940 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,182,271 | 451,532 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,928,946 | 415,588 | 7.48% | 7.48% | 7 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,730,596 | 387,444 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 1,982,913 | 287,601 | 7.18% | 7.46% | 9 | -15,610 | -0.78% | Q3 2026 | Oct 07, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,878,543 | 266,546 | 3.52% | 3.52% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,659,535 | 235,471 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 1,305,326 | 185,212 | 1.04% | 1.04% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,164,476 | 165,227 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | No change | 1,151,589 | 163,398 | 2.26% | 2.26% | 14 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cetera Investment Advisers | History | No change | 1,025,009 | 145,438 | 0.13% | 0.13% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SFMG, LLC | History | No change | 870,472 | 123,511 | 7.44% | 7.44% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Probability Advisors, LLC | History | No change | 827,017 | 117,345 | 12.55% | 12.55% | 17 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 789,342 | 111,995 | 10.62% | 10.62% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 658,842 | 93,482 | 17.17% | 17.17% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 649,813 | 92,201 | 0.78% | 0.78% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 644,108 | 91,393 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstein Advisors, LLC | History | No change | 621,939 | 88,246 | 8.06% | 8.06% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UBS Group AG | History | No change | 592,065 | 84,008 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 544,027 | 77,191 | 18.14% | 18.14% | 24 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 446,025 | 63,286 | 2.27% | 2.27% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 424,857 | 60,282 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 421,782 | 59,847 | 3.67% | 3.67% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 417,254 | 59,204 | 0.45% | 0.45% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 412,095 | 58,064 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 374,592 | 53,150 | 12.07% | 12.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 362,397 | 51,432 | 5.92% | 5.92% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LexAurum Advisors, LLC | History | No change | 361,888 | 51,348 | 5.93% | 5.93% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 359,896 | 51,065 | 1.45% | 1.45% | 33 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 355,063 | 50,379 | 0.61% | 0.61% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | No change | 355,036 | 50,376 | 0.79% | 0.79% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 345,275 | 48,991 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 341,101 | 48,398 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 339,087 | 48,113 | 0.25% | 0.25% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 323,965 | 45,967 | 0.73% | 0.73% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IAG Wealth Partners, LLC | History | No change | 321,376 | 45,600 | 4.51% | 4.51% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 278,485 | 39,514 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 273,806 | 38,850 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 269,897 | 38,792 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 271,998 | 38,593 | 1.1% | 1.1% | 44 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KINTRA WEALTH, LLC | History | No change | 243,260 | 36,175 | 1.89% | 1.89% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 240,491 | 34,123 | 0.16% | 0.16% | 46 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 234,058 | 33,210 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 226,679 | 32,186 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Advisory, LLC | History | No change | 213,217 | 30,253 | 2.51% | 2.51% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 203,981 | 28,942 | 1.61% | 1.61% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 200,039 | 28,510 | 0.12% | 0.12% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 198,590 | 28,177 | 3.69% | 3.69% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 198,088 | 28,106 | 0.11% | 0.11% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 197,268 | 27,990 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kings Path Partners LLC | History | No change | 192,221 | 27,274 | 7.26% | 7.26% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 185,552 | 26,327 | 12.28% | 12.28% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 183,381 | 26,019 | 10.58% | 10.58% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 182,380 | 25,877 | 0.82% | 0.82% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Targeted Financial Services LLC | History | No change | 179,772 | 25,507 | 18.82% | 18.82% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Centurion Wealth Management LLC | History | No change | 173,502 | 24,618 | 5.89% | 5.89% | 60 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 159,455 | 22,625 | 2.74% | 2.74% | 61 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Inscription Capital, LLC | History | No change | 147,874 | 20,981 | 1.86% | 1.86% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 145,366 | 20,626 | 0.52% | 0.52% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 141,260 | 20,488 | 5.95% | 5.85% | 64 | -700 | -0.49% | Q3 2026 | Oct 05, 2026 |
| Focus Partners Wealth | History | No change | 144,090 | 20,445 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | No change | 141,518 | 20,080 | 0.63% | 0.63% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 136,607 | 19,813 | 0.57% | 0.56% | 67 | +1,948 | 1.45% | Q3 2026 | Oct 08, 2026 |
| Paul R. Ried Financial Group, LLC | History | No change | 138,880 | 19,705 | 8.61% | 8.61% | 68 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Silicon Valley Capital Partners | History | No change | 138,245 | 19,615 | 1.59% | 1.59% | 69 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 138,195 | 19,608 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 136,356 | 19,347 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 133,601 | 18,956 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 129,721 | 18,406 | 2.34% | 2.34% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 117,869 | 16,724 | 10.25% | 10.25% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GFG Capital, LLC | History | No change | 117,621 | 16,689 | 4.59% | 4.59% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AlphaCore Capital LLC | History | No change | 114,956 | 16,311 | 0.3% | 0.3% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 113,690 | 16,131 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 113,602 | 16,119 | 6.72% | 6.72% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 111,252 | 15,785 | 2.2% | 2.2% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mariner, LLC | History | No change | 107,216 | 15,212 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 106,570 | 15,121 | 1.07% | 1.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XML Financial, LLC | History | No change | 104,365 | 14,808 | 1.08% | 1.08% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Family Manage LLC | History | No change | 97,244 | 13,797 | 1.42% | 1.42% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hixon Zuercher, LLC | History | No change | 96,746 | 13,727 | 4.03% | 4.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 94,714 | 13,439 | 1.36% | 1.36% | 85 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Financial Services, Inc. | History | No change | 93,239 | 13,229 | 0.58% | 0.58% | 86 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 87,794 | 12,457 | 0.8% | 0.8% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 85,173 | 12,085 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 82,281 | 11,674 | 0.61% | 0.61% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 83,754 | 11,667 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 80,647 | 11,443 | 3.72% | 3.72% | 91 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 79,874 | 11,333 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | No change | 79,652 | 11,301 | 7.53% | 7.53% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 78,394 | 11,123 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 77,927 | 11,057 | 5.05% | 5.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ledyard National Bank | History | No change | 77,783 | 11,036 | 0.89% | 0.89% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 75,986 | 10,781 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TICINO WEALTH | History | No change | 74,524 | 10,574 | 3.33% | 3.33% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Savant Capital, LLC | History | No change | 71,637 | 10,166 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | No change | 71,424 | 10,134 | 0.13% | 0.13% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 69,450 | 9,854 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | No change | 67,547 | 9,584 | 0.31% | 0.31% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 66,135 | 9,384 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 64,180 | 9,106 | 0.89% | 0.89% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 64,151 | 9,102 | 1.08% | 1.08% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 63,361 | 8,990 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Randall & Associates Wealth Management | History | No change | 62,110 | 8,812 | 5.45% | 5.45% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 61,256 | 8,692 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 61,119 | 8,672 | 0.1% | 0.1% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | Reduced | 56,541 | 8,200 | 4.22% | 4.34% | 110 | -1,930 | -3.3% | Q3 2026 | Oct 08, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 54,680 | 7,758 | 4.16% | 4.16% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 54,569 | 7,742 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 53,882 | 7,645 | 2.42% | 2.42% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CFO4Life Group, LLC | History | No change | 53,464 | 7,586 | 1.02% | 1.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFS Partners, LLC | History | No change | 52,457 | 7,443 | 3.01% | 3.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 52,061 | 7,387 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arvest Bank Trust Division | History | No change | 50,971 | 7,232 | 0.35% | 0.35% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 50,217 | 7,126 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NWF Advisory Services Inc. | History | No change | 49,584 | 7,035 | 0.66% | 0.66% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McAdam, LLC | History | No change | 49,219 | 6,983 | 0.27% | 0.27% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CVA Family Office, LLC | History | No change | 48,909 | 6,939 | 0.63% | 0.63% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 45,921 | 6,515 | 0.14% | 0.14% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 45,718 | 6,486 | 0.12% | 0.12% | 123 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 45,120 | 6,402 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 44,303 | 6,286 | 2.61% | 2.61% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FCA CORP /TX | History | No change | 44,158 | 6,265 | 1.54% | 1.54% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nikulski Financial, Inc. | History | No change | 42,372 | 6,012 | 1.3% | 1.3% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Royal Harbor Partners, LLC | History | No change | 42,081 | 5,970 | 1.85% | 1.85% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | No change | 41,809 | 5,932 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bellars Harris Wealth Management, LLC | History | No change | 41,470 | 5,884 | 1.2% | 1.2% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 41,305 | 5,860 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 40,950 | 5,810 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 39,558 | 5,612 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 39,141 | 5,553 | 0.3% | 0.3% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 37,728 | 5,353 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Texas Yale Capital Corp. | History | No change | 37,035 | 5,254 | 0.11% | 0.11% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 36,869 | 5,231 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 36,030 | 5,112 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 36,021 | 5,111 | 0.24% | 0.24% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 34,557 | 5,012 | 0.56% | 0.58% | 140 | -262 | -0.75% | Q3 2026 | Oct 09, 2026 |
| Vise Technologies, Inc. | History | No change | 35,145 | 4,986 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kathmere Capital Management, LLC | History | No change | 34,349 | 4,873 | 0.26% | 0.26% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 33,947 | 4,816 | 0.49% | 0.49% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 33,647 | 4,774 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 32,204 | 4,569 | 2.63% | 2.63% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 32,160 | 4,563 | 0.33% | 0.33% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 32,103 | 4,555 | 0.21% | 0.21% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantinno Capital Management LP | History | No change | 30,756 | 4,364 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mengis Capital Management, Inc. | History | No change | 30,154 | 4,278 | 0.65% | 0.65% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisors Capital Management, LLC | History | No change | 29,860 | 4,236 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 29,671 | 4,210 | 1.05% | 1.05% | 151 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SkyOak Wealth, LLC | History | No change | 29,584 | 4,197 | 0.69% | 0.69% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 28,608 | 4,059 | 2.16% | 2.16% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthfront Advisers LLC | History | No change | 28,223 | 4,004 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 26,741 | 3,878 | 0.36% | 0.33% | 155 | -101 | -0.38% | Q3 2026 | Oct 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,345 | 3,821 | 0.03% | 0.03% | 156 | +2,635 | 11.11% | Q3 2026 | Oct 08, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 26,815 | 3,804 | 2.66% | 2.66% | 157 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PFG Advisors | History | No change | 26,727 | 3,792 | 0.19% | 0.19% | 158 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apollon Wealth Management, LLC | History | No change | 25,701 | 3,646 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GTS SECURITIES LLC | History | No change | 25,086 | 3,559 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 24,717 | 3,507 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 24,469 | 3,472 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 24,104 | 3,420 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 23,761 | 3,371 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 23,706 | 3,363 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mason & Associates Inc | History | No change | 22,997 | 3,263 | 0.53% | 0.53% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| E&G Advisors, LLC | History | No change | 22,580 | 3,203 | 0.62% | 0.62% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 22,467 | 3,187 | 0.9% | 0.9% | 168 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 22,358 | 3,172 | 0.18% | 0.18% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 22,219 | 3,152 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 22,166 | 3,145 | 2.35% | 2.35% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 22,115 | 3,137 | 0.88% | 0.88% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 21,764 | 3,088 | 1.79% | 1.79% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ancora Advisors LLC | History | No change | 21,566 | 3,060 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 21,266 | 3,017 | 1.04% | 1.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 21,247 | 3,014 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 20,493 | 2,972 | 0.08% | 0.08% | 177 | -313 | -1.5% | Q3 2026 | Oct 08, 2026 |
| NORTHERN TRUST CORP | History | No change | 20,865 | 2,960 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Emerald Advisors, LLC | History | No change | 20,599 | 2,922 | 0.37% | 0.37% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 20,548 | 2,915 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 20,500 | 2,908 | 0.39% | 0.39% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Everest Private Wealth | History | No change | 20,422 | 2,897 | 1.08% | 1.08% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 20,327 | 2,884 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 20,148 | 2,858 | 0.69% | 0.69% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | No change | 20,131 | 2,856 | 0.19% | 0.19% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 19,835 | 2,814 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONECO ADVISORS, LLC | History | No change | 19,528 | 2,770 | 0.17% | 0.17% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CVFG LLC | History | No change | 19,252 | 2,731 | 0.29% | 0.29% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TigerOak Management, L.L.C. | History | No change | 17,949 | 2,546 | 0.72% | 0.72% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 17,895 | 2,539 | 0.92% | 0.92% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sierra Capital LLC | History | No change | 17,848 | 2,532 | 0.24% | 0.24% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 17,719 | 2,514 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Archer Investment Management, LLC | History | No change | 17,590 | 2,495 | 0.85% | 0.85% | 193 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 17,575 | 2,493 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Advisors, LLC | History | No change | 17,263 | 2,449 | 0.23% | 0.23% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 16,856 | 2,391 | 0.12% | 0.12% | 196 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 16,858 | 2,391 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 16,674 | 2,365 | 0.81% | 0.81% | 198 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 16,641 | 2,361 | 0.55% | 0.55% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Innovative Wealth Building LLC | History | No change | 16,614 | 2,357 | 1.37% | 1.37% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 16,000 | 2,270 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 15,904 | 2,256 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 15,320 | 2,221 | 0.14% | 0.14% | 203 | -144 | -0.93% | Q3 2026 | Oct 08, 2026 |
| Corient Private Wealth LP | History | No change | 15,548 | 2,206 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,542 | 2,205 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 15,461 | 2,193 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 15,144 | 2,148 | 0.48% | 0.48% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 15,083 | 2,140 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 15,068 | 2,138 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 14,996 | 2,127 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Capital Management Investments LLC | History | No change | 14,579 | 2,068 | 0.48% | 0.48% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 14,490 | 2,056 | 0.21% | 0.21% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 14,400 | 2,043 | 0.56% | 0.56% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 13,609 | 1,930 | 1.12% | 1.12% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | No change | 13,583 | 1,927 | 0.07% | 0.07% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WBH ADVISORY INC | History | No change | 13,533 | 1,920 | 0.13% | 0.13% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 12,923 | 1,874 | 0.11% | 0.11% | 217 | -192 | -1.46% | Q3 2026 | Oct 09, 2026 |
| Hamilton Wealth, LLC | History | No change | 13,151 | 1,865 | 0.34% | 0.34% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 12,732 | 1,806 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 12,440 | 1,765 | 0.14% | 0.14% | 220 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 12,438 | 1,764 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maia Wealth LLC | History | No change | 12,249 | 1,737 | 0.26% | 0.26% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 12,178 | 1,727 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 11,906 | 1,726 | 0.1% | 0.1% | 224 | -764 | -6.03% | Q3 2026 | Oct 09, 2026 |
| Meridian Wealth Management, LLC | History | No change | 12,133 | 1,721 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| C2C Wealth Management, LLC | History | No change | 12,080 | 1,714 | 1.34% | 1.34% | 226 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 12,059 | 1,711 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | No change | 11,967 | 1,658 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 11,488 | 1,630 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 12,954 | 1,620 | 0.07% | 0.07% | 230 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VICUS CAPITAL | History | No change | 11,291 | 1,602 | 0.1% | 0.1% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 10,948 | 1,553 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 10,864 | 1,541 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 10,826 | 1,536 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,784 | 1,530 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 10,687 | 1,516 | 0.19% | 0.19% | 236 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 10,586 | 1,501 | 0.1% | 0.1% | 237 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,534 | 1,494 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 10,517 | 1,492 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 10,436 | 1,480 | 0.46% | 0.46% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ducere Wealth Management LLC | History | No change | 10,401 | 1,475 | 0.44% | 0.44% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 10,244 | 1,453 | 0.9% | 0.9% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 10,072 | 1,429 | 0.19% | 0.19% | 243 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,881 | 1,402 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apex Wealth Management, LLC | History | No change | 9,795 | 1,389 | 0.85% | 0.85% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 9,757 | 1,384 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 9,748 | 1,383 | 0.62% | 0.62% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SteelPeak Wealth, LLC | History | No change | 9,493 | 1,346 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 9,476 | 1,339 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 9,476 | 1,339 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Williams & Novak Wealth Management, LLC | History | Added to | 9,120 | 1,322 | 0.78% | 0.7% | 251 | +1,679 | 22.56% | Q3 2026 | Oct 09, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,125 | 1,294 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,077 | 1,287 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 8,981 | 1,274 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 8,938 | 1,268 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 8,905 | 1,263 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,818 | 1,251 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 8,794 | 1,247 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Trust | History | No change | 8,768 | 1,244 | 0.1% | 0.1% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 8,691 | 1,233 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,667 | 1,229 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 8,615 | 1,213 | 0.06% | 0.06% | 262 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Montecito Bank & Trust | History | No change | 8,350 | 1,211 | 0.18% | 0.18% | 263 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Herold Advisors, Inc. | History | No change | 8,471 | 1,203 | 0.24% | 0.24% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| XTX Topco Ltd | History | No change | 8,415 | 1,194 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 8,353 | 1,185 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 8,262 | 1,172 | 0.23% | 0.23% | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Goldstone Financial Group, LLC | History | No change | 8,112 | 1,150 | 0.11% | 0.11% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First American Bank | History | No change | 7,960 | 1,129 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MB Generational Wealth, LLC | History | No change | 7,961 | 1,129 | 0.55% | 0.55% | 270 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 7,838 | 1,112 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 7,658 | 1,086 | 0.09% | 0.09% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 7,616 | 1,080 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 7,283 | 1,033 | 0.18% | 0.18% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 7,226 | 1,025 | 0.87% | 0.87% | 275 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 7,075 | 1,003 | 0.19% | 0.19% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 6,962 | 987 | 0.49% | 0.49% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| POTENTIA WEALTH | History | No change | 6,913 | 980 | 0.4% | 0.4% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 6,819 | 967 | 0.17% | 0.17% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Old North State Wealth Management, LLC | History | No change | 6,803 | 965 | 0.41% | 0.41% | 280 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rothschild Wealth LLC | History | No change | 6,787 | 963 | 0.08% | 0.08% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 6,771 | 960 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | No change | 6,718 | 953 | 0.08% | 0.08% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,715 | 952 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,685 | 948 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,613 | 938 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 6,508 | 923 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 6,424 | 911 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 6,411 | 909 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 6,379 | 905 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 6,318 | 896 | 0.31% | 0.31% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 6,270 | 889 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Apella Capital, LLC | History | New | 5,994 | 886 | 0.01% | — | 293 | +5,994 | New | Q3 2026 | Oct 08, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 6,179 | 876 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 6,083 | 863 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,015 | 853 | 0.07% | 0.07% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Verdence Capital Advisors LLC | History | No change | 5,994 | 850 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 5,749 | 833 | 0.18% | 0.17% | 298 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Petros Family Wealth, LLC | History | No change | 5,813 | 824 | 0.5% | 0.5% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 5,779 | 819 | 0.16% | 0.16% | 300 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 5,779 | 819 | 0.29% | 0.29% | 301 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ALONGSIDE, LLC | History | No change | 5,779 | 819 | 0.16% | 0.16% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,755 | 816 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Point Advisors, LLC | History | No change | 5,743 | 814 | 0.37% | 0.37% | 304 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Blueprint, LLC | History | No change | 5,717 | 811 | 0.04% | 0.04% | 305 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 5,624 | 797 | 0.05% | 0.05% | 306 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Financial, LLC | History | No change | 5,571 | 790 | 0.09% | 0.09% | 307 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 5,486 | 778 | 0.24% | 0.24% | 308 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alteri Wealth LLC | History | No change | 5,343 | 758 | 0.21% | 0.21% | 309 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUB Investment Partners, LLC | History | No change | 5,325 | 755 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advance Capital Management, Inc. | History | No change | 5,289 | 750 | 0.02% | 0.02% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 5,171 | 733 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advyzon Investment Management, LLC | History | No change | 5,148 | 730 | 0.05% | 0.05% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,127 | 727 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,057 | 717 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 5,048 | 716 | 0.07% | 0.07% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signet Private Wealth LLC | History | No change | 5,026 | 713 | 0.57% | 0.57% | 317 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SMITH, MOORE & CO. | History | No change | 5,010 | 710 | 0.05% | 0.05% | 318 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empire Financial Management Company, LLC | History | No change | 5,010 | 710 | 0.28% | 0.28% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 5,000 | 709 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 4,987 | 707 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tepp RIA, LLC | History | No change | 4,955 | 703 | 0.48% | 0.48% | 322 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,944 | 701 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 6,449 | 694 | 0.71% | 0.71% | 324 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SFE Investment Counsel | History | No change | 4,784 | 678 | 0.09% | 0.09% | 325 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Truepoint, Inc. | History | No change | 4,696 | 666 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 4,684 | 664 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Axis Wealth Partners, LLC | History | No change | 4,666 | 662 | 0.32% | 0.32% | 328 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COFG Advisors, LLC | History | No change | 4,627 | 656 | 0.11% | 0.11% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Realta Investment Advisors | History | No change | 4,617 | 655 | 0.2% | 0.2% | 330 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,604 | 653 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4,593 | 651 | 0.06% | 0.06% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,553 | 645 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 4,547 | 644 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,537 | 643 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AE Wealth Management LLC | History | No change | 4,522 | 641 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,419 | 627 | 0.04% | 0.04% | 337 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waverly Advisors, LLC | History | No change | 4,400 | 624 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 4,368 | 619 | 0.19% | 0.19% | 339 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,355 | 617 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 4,329 | 614 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORAN Wealth, LLC | History | No change | 4,330 | 614 | 0.08% | 0.08% | 342 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Powell Investment Advisors, LLC | History | No change | 4,327 | 613 | 0.19% | 0.19% | 343 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 4,308 | 611 | 0.05% | 0.05% | 344 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Wealth Partners, LLC | History | No change | 4,280 | 607 | 0.04% | 0.04% | 345 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Carnegie Investment Counsel | History | No change | 4,268 | 605 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | No change | 4,247 | 602 | 1.7% | 1.7% | 347 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4,213 | 597 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mattern Wealth Management LLC | History | No change | 4,193 | 594 | 0.1% | 0.1% | 349 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 4,077 | 591 | 0.05% | 0.04% | 350 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,160 | 590 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 4,153 | 589 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Solutions Group, LLC | History | No change | 4,050 | 574 | 0.19% | 0.19% | 353 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| True North Advisors, LLC | History | No change | 4,030 | 571 | 0.05% | 0.05% | 354 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Composition Wealth, LLC | History | No change | 3,966 | 562 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 3,954 | 560 | 0.05% | 0.05% | 356 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 3,935 | 558 | 0.07% | 0.07% | 357 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fonville Wealth Management LLC | History | No change | 3,923 | 556 | 0.09% | 0.09% | 358 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BRIGHTON JONES LLC | History | No change | 3,872 | 549 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ellevest, Inc. | History | No change | 3,839 | 544 | 0.06% | 0.06% | 360 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,815 | 541 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 3,787 | 537 | 0.08% | 0.08% | 362 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 3,759 | 533 | 0.18% | 0.18% | 363 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Intrua Financial, LLC | History | No change | 3,720 | 527 | 0.05% | 0.05% | 364 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,714 | 526 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 3,686 | 523 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,661 | 519 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 3,663 | 519 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEST BANCORPORATION INC | History | No change | 3,629 | 514 | 0.22% | 0.22% | 369 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RDA Financial Network | History | No change | 3,604 | 511 | 0.11% | 0.11% | 370 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 3,591 | 509 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,459 | 501 | 0.05% | 0.05% | 372 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 3,531 | 500 | 0.1% | 0.1% | 373 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Catalyst Investment Management LLC | History | No change | 3,525 | 500 | 0.45% | 0.45% | 374 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AIRE ADVISORS, LLC | History | No change | 3,500 | 496 | 0.08% | 0.08% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 3,454 | 490 | 1.12% | 1.12% | 376 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Investment Management, LLC | History | No change | 3,371 | 478 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,345 | 474 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,342 | 474 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 3,251 | 464 | 0.11% | 0.11% | 380 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,264 | 463 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEMBERS WEALTH LLC | History | No change | 3,248 | 460 | 0.25% | 0.25% | 382 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,241 | 459 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 3,219 | 456 | 0.1% | 0.1% | 384 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 3,182 | 451 | 0.05% | 0.05% | 385 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intergy Private Wealth, LLC | History | No change | 3,165 | 449 | 0.1% | 0.1% | 386 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 3,159 | 448 | 0.03% | 0.03% | 387 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 3,151 | 447 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 3,153 | 447 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | No change | 3,130 | 444 | 0.08% | 0.08% | 390 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Elevation Wealth Management LLC | History | No change | 3,118 | 442 | 0.33% | 0.33% | 391 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aprio Wealth Management, LLC | History | No change | 3,093 | 438 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 3,085 | 437 | 0.03% | 0.03% | 393 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMERCE BANK | History | No change | 3,075 | 436 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | No change | 3,076 | 436 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 2,998 | 434 | 0.08% | 0.1% | 396 | -877 | -22.63% | Q3 2026 | Oct 08, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 3,054 | 433 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | No change | 3,040 | 431 | 0.04% | 0.04% | 398 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| January Capital Advisors LLC | History | No change | 3,040 | 431 | 0.36% | 0.36% | 399 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 2,975 | 425 | 0.09% | 0.09% | 400 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 2,995 | 424 | 0.03% | 0.03% | 401 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 2,975 | 422 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,980 | 422 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 2,971 | 421 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 2,958 | 419 | 0.09% | 0.09% | 405 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 2,950 | 418 | 0.28% | 0.28% | 406 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Facet Wealth, Inc. | History | No change | 2,892 | 410 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,870 | 407 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2,856 | 405 | 0.06% | 0.06% | 409 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 2,759 | 400 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Signature Equity Partners, LLC | History | No change | 2,819 | 400 | 0.18% | 0.18% | 411 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Traynor Capital Management, Inc. | History | No change | 2,796 | 396 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OneAscent Wealth Management LLC | History | No change | 2,788 | 395 | 0.12% | 0.12% | 413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Destiny Capital Corp/CO | History | No change | 2,785 | 395 | 0.18% | 0.18% | 414 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,776 | 393 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,685 | 380 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,645 | 375 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Choate Investment Advisors | History | No change | 2,640 | 374 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascent Group, LLC | History | No change | 2,629 | 373 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 2,618 | 371 | 0.05% | 0.05% | 420 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 2,617 | 371 | 0.2% | 0.2% | 421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Asset Management, LLC | History | No change | 2,609 | 370 | 0.03% | 0.03% | 422 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,606 | 369 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PGIM Custom Harvest LLC | History | No change | 2,601 | 368 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Busey Bank | History | No change | 2,559 | 363 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 2,499 | 354 | 0.07% | 0.07% | 426 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 2,436 | 353 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 2,481 | 352 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 2,448 | 347 | 0.15% | 0.15% | 429 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Water Asset Management | History | No change | 2,434 | 345 | 0.11% | 0.11% | 430 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 2,391 | 339 | 0.02% | 0.02% | 431 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MBL Wealth, LLC | History | No change | 2,370 | 336 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keystone Financial Group | History | No change | 2,366 | 335 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LVZ, Inc. | History | No change | 2,262 | 320 | 0.03% | 0.03% | 434 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aspen Grove Capital, LLC | History | No change | 2,262 | 320 | 0.05% | 0.05% | 435 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JMG Financial Group, Ltd. | History | No change | 2,253 | 319 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BIP Wealth, LLC | History | No change | 2,250 | 319 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,244 | 318 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 2,239 | 317 | 0.05% | 0.05% | 439 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 2,234 | 317 | 0.07% | 0.07% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 2,232 | 316 | 0.25% | 0.25% | 441 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradewinds, LLC. | History | No change | 844 | 314 | 0.07% | 0.07% | 442 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 2,205 | 312 | 0.12% | 0.12% | 443 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 2,192 | 311 | 0.04% | 0.04% | 444 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abound Wealth Management | History | No change | 2,181 | 309 | 0.06% | 0.06% | 445 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,092 | 296 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 2,000 | 290 | 0.19% | 0.19% | 447 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 2,044 | 289 | 0.13% | 0.13% | 448 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2,035 | 288 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,017 | 286 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PKS Advisory Services, LLC | History | No change | 2,013 | 285 | 0.05% | 0.05% | 451 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Inspire Advisors, LLC | History | No change | 2,011 | 285 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 2,010 | 285 | 0.07% | 0.07% | 453 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Range Advisory, LLC | History | No change | 2,006 | 284 | 0.03% | 0.03% | 454 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Vontobel Holding Ltd. | History | No change | 2,000 | 283 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,981 | 281 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aerodigm Wealth, LLC | History | No change | 1,969 | 279 | 0.09% | 0.09% | 457 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 1,964 | 278 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,959 | 277 | 0.08% | 0.08% | 459 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BBR PARTNERS, LLC | History | No change | 1,936 | 274 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | No change | 1,886 | 267 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST HORIZON CORP | History | No change | 1,867 | 264 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 1,857 | 263 | 0.11% | 0.11% | 463 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 1,851 | 262 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 1,826 | 259 | 0.04% | 0.04% | 465 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,814 | 257 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 1,803 | 255 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Family Office, LLC | History | No change | 1,799 | 255 | 0.13% | 0.13% | 468 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 1,773 | 251 | 0.08% | 0.08% | 469 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | No change | 1,765 | 250 | 0.22% | 0.22% | 470 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 1,761 | 249 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,750 | 248 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Brookstone Capital Management | History | No change | 1,739 | 246 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Echo45 Advisors LLC | History | New | 1,680 | 243 | 0.11% | — | 475 | +1,680 | New | Q3 2026 | Oct 07, 2026 |
| Parallel Advisors, LLC | History | No change | 1,717 | 243 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PCM Encore, LLC | History | No change | 1,709 | 242 | 0.04% | 0.04% | 476 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthRock Partners, LLC | History | No change | 1,694 | 240 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,688 | 239 | 0.02% | 0.02% | 478 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Painted Porch Advisors LLC | History | No change | 1,683 | 238 | 0.1% | 0.1% | 479 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 1,669 | 236 | 0.02% | 0.02% | 480 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 1,650 | 234 | 0.05% | 0.05% | 481 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 1,638 | 232 | 0.08% | 0.08% | 482 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Peak Planning Group, LLC | History | No change | 1,641 | 232 | 0.05% | 0.05% | 483 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 1,622 | 230 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,609 | 228 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,565 | 227 | 0.0% | 0.0% | 487 | +27 | 1.76% | Q3 2026 | Oct 08, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 1,585 | 227 | 0.04% | 0.04% | 486 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENZI WEALTH | History | No change | 1,587 | 227 | 0.07% | 0.07% | 488 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 1,586 | 225 | 0.03% | 0.03% | 489 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 1,578 | 223 | 0.03% | 0.03% | 490 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Klingman & Associates, LLC | History | No change | 1,571 | 222 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fermata Advisors, LLC | History | No change | 1,570 | 222 | 0.04% | 0.04% | 492 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 1,547 | 219 | 0.16% | 0.16% | 493 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,531 | 217 | 0.03% | 0.03% | 494 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 1,530 | 217 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,523 | 216 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Successful Portfolios LLC | History | Reduced | 1,450 | 213 | 0.1% | 0.11% | 497 | -204 | -12.33% | Q3 2026 | Oct 09, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,501 | 212 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Columbia Bank | History | No change | 1,492 | 211 | 0.05% | 0.05% | 499 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jacksonville Wealth Management, LLC | History | No change | 1,482 | 210 | 0.12% | 0.12% | 500 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | No change | 1,487 | 210 | 0.17% | 0.17% | 501 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Advisors Network, Inc. | History | No change | 1,458 | 206 | 0.03% | 0.03% | 502 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,451 | 205 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 1,447 | 205 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Able Wealth Management LLC | History | No change | 1,434 | 203 | 0.05% | 0.05% | 505 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Entelevest, LLC | History | No change | 1,433 | 203 | 0.17% | 0.17% | 506 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Northstar Advisory Group, LLC | History | No change | 1,413 | 200 | 0.06% | 0.06% | 507 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,413 | 199 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 1,392 | 197 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 1,390 | 197 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | No change | 1,356 | 192 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,230 | 174 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 1,208 | 171 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CNB Bank | History | No change | 1,127 | 159 | 0.06% | 0.06% | 514 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,079 | 153 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,021 | 144 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 1,020 | 144 | 0.08% | 0.08% | 517 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 968 | 137 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 944 | 133 | 0.04% | 0.04% | 519 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BFSG, LLC | History | No change | 926 | 131 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 910 | 129 | 0.07% | 0.07% | 521 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Napier Financial, LLC | History | No change | 915 | 129 | 0.03% | 0.03% | 522 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | No change | 880 | 124 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 874 | 124 | 0.02% | 0.02% | 524 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 858 | 121 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 830 | 117 | 0.09% | 0.09% | 526 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WHITTIER TRUST CO | History | No change | 802 | 114 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Asset Dedication, LLC | History | No change | 740 | 104 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Johnson Financial Group, Inc. | History | No change | 737 | 104 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 707 | 100 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 687 | 97 | 0.18% | 0.18% | 531 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 677 | 96 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 659 | 95 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 646 | 91 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 639 | 90 | 0.03% | 0.03% | 535 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 615 | 87 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 611 | 86 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 596 | 84 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 584 | 83 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 571 | 81 | 0.04% | 0.04% | 540 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 562 | 79 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MidFirst Bank | History | No change | 557 | 79 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 535 | 77 | 0.01% | 0.01% | 543 | -2 | -0.37% | Q3 2026 | Oct 05, 2026 |
| Riverview Trust Co | History | No change | 533 | 75 | 0.09% | 0.09% | 544 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 530 | 75 | 0.06% | 0.06% | 545 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CENTRAL TRUST Co | History | No change | 523 | 74 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MASECO LLP | History | No change | 516 | 73 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kozak & Associates, Inc. | History | No change | 485 | 68 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Highland Investment Advisors LLC | History | No change | 484 | 68 | 0.03% | 0.03% | 549 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 478 | 67 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 465 | 65 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 463 | 65 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 454 | 64 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 435 | 61 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 433 | 61 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 418 | 59 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 417 | 59 | 0.02% | 0.02% | 557 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 419 | 59 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | No change | 406 | 57 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ESL Trust Services, LLC | History | No change | 399 | 56 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 396 | 56 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 392 | 55 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 386 | 54 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 382 | 54 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 381 | 54 | 0.02% | 0.02% | 565 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harborfront Financial Group LLC | History | No change | 385 | 54 | 0.2% | 0.2% | 566 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 380 | 53 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 380 | 53 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | No change | 366 | 51 | 0.01% | 0.01% | 569 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 355 | 50 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tidemark, LLC | History | No change | 358 | 50 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Register Financial Advisors LLC | History | No change | 351 | 49 | 0.02% | 0.02% | 572 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HM PAYSON & CO | History | No change | 322 | 45 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 324 | 45 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 315 | 44 | 0.01% | 0.01% | 575 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 308 | 43 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vision Retirement, LLC | History | No change | 307 | 43 | 0.01% | 0.01% | 577 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 301 | 42 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 281 | 40 | 0.01% | 0.01% | 579 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kilter Group LLC | History | No change | 270 | 38 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 262 | 37 | 0.01% | 0.01% | 581 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 250 | 35 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 253 | 35 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westend Capital Management, LLC | History | No change | 240 | 34 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | No change | 218 | 30 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 218 | 30 | 0.01% | 0.01% | 586 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Noble Wealth Management PBC | History | Reduced | 205 | 29 | 0.01% | 0.02% | 587 | -160 | -43.84% | Q3 2026 | Oct 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 199 | 28 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 200 | 28 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EPG Wealth Management LLC | History | No change | 204 | 28 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JNBA Financial Advisors | History | No change | 197 | 27 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arlington Trust Co LLC | History | No change | 196 | 27 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EFG International AG | History | No change | 185 | 26 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 177 | 25 | 0.01% | 0.01% | 594 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TSFG, LLC | History | No change | 178 | 25 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 183 | 25 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 174 | 24 | 0.01% | 0.01% | 597 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 167 | 23 | 0.01% | 0.01% | 598 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oakworth Capital, Inc. | History | No change | 165 | 23 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | History | No change | 164 | 23 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HFM Investment Advisors, LLC | History | No change | 149 | 21 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roxbury Financial LLC | History | Reduced | 143 | 20 | 0.02% | 0.02% | 604 | -10 | -6.54% | Q3 2026 | Oct 01, 2026 |
| Concord Wealth Partners | History | No change | 142 | 20 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TFC Financial Management, Inc. | History | No change | 147 | 20 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Key Capital Management, INC | History | No change | 147 | 20 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 130 | 18 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| NFSG Corp | History | No change | 132 | 18 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Activest Wealth Management | History | No change | 127 | 18 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 119 | 16 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 113 | 16 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 114 | 16 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 113 | 16 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| General Partner, Inc. | History | No change | 116 | 16 | 0.01% | 0.01% | 613 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 106 | 15 | 0.0% | — | 614 | +106 | New | Q3 2026 | Oct 01, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 97 | 13 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 85 | 12 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 86 | 12 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CGC Financial Services, LLC | History | No change | 81 | 11 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 81 | 11 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 64 | 10 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 75 | 10 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Versant Capital Management, Inc | History | No change | 73 | 10 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 72 | 10 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 73 | 10 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | No change | 65 | 9 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Dogwood Wealth Management LLC | History | No change | 67 | 9 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Lummis Asset Management, LP | History | No change | 61 | 8 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 55 | 7 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MTM Investment Management, LLC | History | No change | 47 | 6 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROGCO, LP | History | No change | 44 | 6 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 43 | 6 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Olistico Wealth, LLC | History | New | 39 | 5 | 0.0% | — | 633 | +39 | New | Q3 2026 | Oct 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 40 | 5 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Cheviot Value Management, LLC | History | No change | 30 | 4 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 24 | 3 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 26 | 3 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 27 | 3 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 22 | 3 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wagner Wealth Management, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evolution Advisers, Inc. | History | No change | 17 | 2 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 19 | 2 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Addison Advisors LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Capital Advisory, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crews Bank & Trust | History | No change | 10 | 1 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Horizons Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |