iShares U.S. ETF Trust - ICSH
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 | 4,814,831 | 243,534 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 4,266,367 | 215,792 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 4,228,824 | 213,893 | 12.43% | 12.43% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,905,917 | 197,561 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,824,663 | 193,451 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 3,144,032 | 159,025 | 0.16% | 0.16% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,097,755 | 106,104 | 5.44% | 5.44% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Temasek Holdings (Private) Ltd | History | No change | 1,973,943 | 99,842 | 0.27% | 0.27% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,947,459 | 98,045 | 0.16% | 0.16% | 9 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,864,828 | 94,323 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 1,708,669 | 86,424 | 2.47% | 2.47% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,377,331 | 69,665 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 1,368,146 | 69,200 | 6.69% | 6.69% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winthrop Advisory Group LLC | History | No change | 1,360,435 | 68,810 | 4.63% | 4.63% | 14 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | No change | 1,203,043 | 60,849 | 0.67% | 0.67% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Foster Group, Inc. | History | No change | 1,181,596 | 59,765 | 1.59% | 1.59% | 16 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Acorns Advisers, LLC | History | No change | 1,074,931 | 54,370 | 0.35% | 0.35% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Portfolios, Inc. | History | No change | 1,073,775 | 54,311 | 3.94% | 3.94% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BlackRock, Inc. | History | No change | 1,039,430 | 52,574 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 944,326 | 47,764 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Macro Advisors, Inc. | History | No change | 929,607 | 47,019 | 14.99% | 14.99% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 911,467 | 46,102 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 840,079 | 42,491 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 812,880 | 41,115 | 10.3% | 10.3% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 762,087 | 38,546 | 1.46% | 1.46% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 756,300 | 38,253 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advantage, Inc. | History | No change | 742,780 | 37,569 | 4.58% | 4.58% | 27 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 710,844 | 35,954 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 572,587 | 28,961 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 535,899 | 27,105 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOTCO | History | No change | 519,000 | 26,251 | 2.25% | 2.25% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steele Capital Management, Inc. | History | No change | 518,375 | 26,219 | 0.96% | 0.96% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 509,974 | 25,794 | 0.56% | 0.56% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | No change | 487,516 | 24,658 | 0.28% | 0.28% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avestar Capital, LLC | History | No change | 486,417 | 24,602 | 1.37% | 1.37% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 480,554 | 24,306 | 0.73% | 0.73% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 463,525 | 23,445 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 445,201 | 22,518 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CreativeOne Wealth, LLC | History | No change | 439,192 | 22,214 | 0.48% | 0.48% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 435,680 | 22,036 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 432,906 | 21,896 | 3.24% | 3.24% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 431,446 | 21,822 | 1.21% | 1.21% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roble, Belko & Company, Inc | History | No change | 422,906 | 21,391 | 2.31% | 2.31% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 398,536 | 20,086 | 0.14% | 0.03% | 44 | +326,677 | 454.61% | Q3 2026 | Oct 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 388,564 | 19,653 | 0.26% | 0.26% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 387,461 | 19,597 | 0.34% | 0.34% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MGO ONE SEVEN LLC | History | No change | 353,220 | 17,865 | 0.3% | 0.3% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cynosure Group, LLC | History | No change | 333,254 | 16,855 | 2.53% | 2.53% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOKF, NA | History | No change | 327,784 | 16,579 | 0.23% | 0.23% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MY Wealth Management Inc. | History | No change | 326,780 | 16,528 | 11.64% | 11.64% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 325,545 | 16,466 | 1.46% | 1.46% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 319,168 | 16,143 | 0.25% | 0.25% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 315,667 | 15,909 | 1.2% | 1.15% | 53 | +8,164 | 2.65% | Q3 2026 | Oct 08, 2026 |
| Private Advisor Group, LLC | History | No change | 298,277 | 15,086 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 296,818 | 15,013 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALKEME WEALTH, LLC | History | Added to | 295,558 | 14,896 | 5.62% | 5.49% | 56 | +11,835 | 4.17% | Q3 2026 | Oct 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 293,172 | 14,828 | 0.6% | 0.6% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 284,762 | 14,403 | 0.98% | 0.98% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wellington Grp LLC | History | No change | 283,412 | 14,334 | 3.79% | 3.79% | 59 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 278,787 | 14,101 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 270,325 | 13,673 | 0.65% | 0.65% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Congress Park Capital LLC | History | No change | 266,645 | 13,486 | 3.64% | 3.64% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Morningstar Investment Management LLC | History | No change | 259,023 | 13,111 | 0.81% | 0.81% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savant Capital, LLC | History | No change | 246,360 | 12,460 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bay Capital Advisors, LLC | History | No change | 245,687 | 12,426 | 6.66% | 6.66% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | No change | 244,034 | 12,343 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 243,286 | 12,305 | 0.19% | 0.19% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 241,976 | 12,240 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bison Wealth, LLC | History | No change | 237,882 | 11,998 | 1.1% | 1.1% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 235,331 | 11,884 | 2.54% | 2.54% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 230,259 | 11,647 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sherry Group, Inc. | History | No change | 224,753 | 11,327 | 10.63% | 11.1% | 72 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 211,676 | 10,706 | 2.93% | 2.93% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 209,677 | 10,567 | 6.83% | 5.83% | 74 | +35,500 | 20.38% | Q3 2026 | Oct 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 206,690 | 10,454 | 0.81% | 0.81% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Wealth Group, LLC | History | No change | 205,499 | 10,394 | 2.12% | 2.12% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| General Partner, Inc. | History | Added to | 205,947 | 10,379 | 5.56% | 3.77% | 77 | +67,300 | 48.54% | Q3 2026 | Oct 05, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | No change | 201,499 | 10,191 | 7.5% | 7.5% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 199,512 | 10,091 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 189,794 | 9,599 | 1.99% | 1.99% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Snider Financial Group | History | No change | 188,034 | 9,510 | 2.42% | 2.42% | 81 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 186,598 | 9,438 | 1.07% | 1.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plum Street Advisors, LLC | History | No change | 184,334 | 9,323 | 2.98% | 2.98% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 182,648 | 9,238 | 0.35% | 0.35% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 169,663 | 8,581 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Farrow Financial, Inc. | History | No change | 166,704 | 8,431 | 4.5% | 4.5% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GWN SECURITIES INC. | History | No change | 165,073 | 8,349 | 1.4% | 1.4% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 155,150 | 7,847 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rochester Wealth Strategies, LLC | History | No change | 153,381 | 7,758 | 4.29% | 4.29% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 150,872 | 7,631 | 1.73% | 1.73% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 146,625 | 7,416 | 0.21% | 0.21% | 91 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 145,872 | 7,377 | 4.59% | 4.59% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 143,581 | 7,262 | 2.15% | 2.15% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | No change | 142,669 | 7,216 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 139,683 | 7,065 | 0.64% | 0.64% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | No change | 137,823 | 6,971 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 137,044 | 6,931 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 136,954 | 6,927 | 0.42% | 0.42% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Able Wealth Management LLC | History | No change | 128,416 | 6,495 | 1.49% | 1.49% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Virtue Capital Management, LLC | History | No change | 127,651 | 6,456 | 0.86% | 0.86% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 126,173 | 6,381 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 121,703 | 6,155 | 0.35% | 0.35% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 121,409 | 6,140 | 0.12% | 0.12% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 120,312 | 6,084 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 118,980 | 5,996 | 1.69% | — | 105 | +118,980 | New | Q3 2026 | Oct 07, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 116,388 | 5,886 | 0.31% | 0.31% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 116,389 | 5,886 | 0.29% | 0.29% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 116,325 | 5,883 | 2.73% | 2.73% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 115,276 | 5,830 | 0.79% | 0.79% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 114,561 | 5,794 | 0.12% | 0.12% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Powerhouse Assets LLC | History | No change | 114,054 | 5,768 | 4.7% | 4.7% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealth Architects, LLC | History | No change | 113,799 | 5,755 | 0.45% | 0.45% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WT Wealth Management | History | No change | 113,341 | 5,732 | 1.59% | 1.59% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sowell Financial Services LLC | History | No change | 112,829 | 5,706 | 0.19% | 0.19% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 112,626 | 5,676 | 0.61% | 0.57% | 115 | +11,052 | 10.88% | Q3 2026 | Oct 07, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 111,337 | 5,631 | 0.88% | 0.88% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vilga Financial Planning LLC | History | Added to | 111,647 | 5,627 | 3.36% | 3.36% | 117 | +24,049 | 27.45% | Q3 2026 | Oct 08, 2026 |
| Sigma Planning Corp | History | No change | 109,555 | 5,541 | 0.14% | 0.14% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Advisors Network LLC | History | No change | 104,800 | 5,300 | 0.24% | 0.24% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 104,115 | 5,266 | 4.06% | 4.06% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 103,715 | 5,245 | 0.56% | 0.56% | 121 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 103,366 | 5,228 | 0.85% | 0.85% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Veridan Wealth LLC | History | No change | 102,902 | 5,204 | 1.77% | 1.77% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IRON Financial LLC | History | No change | 101,049 | 5,111 | 2.11% | 2.11% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 100,669 | 5,091 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 100,320 | 5,074 | 2.07% | 2.07% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 99,911 | 5,053 | 1.0% | 1.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 99,644 | 5,040 | 2.41% | 2.41% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haverford Trust Co | History | No change | 97,278 | 4,920 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEMITAM BONAM LLC | History | No change | 95,635 | 4,837 | 3.55% | 3.55% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 95,042 | 4,807 | 2.32% | 2.32% | 131 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| URS Advisory LLC | History | No change | 93,988 | 4,753 | 2.65% | 2.65% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 93,803 | 4,744 | 1.95% | 1.95% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 92,129 | 4,659 | 0.17% | 0.17% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 91,680 | 4,637 | 1.3% | 1.3% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 90,713 | 4,588 | 1.69% | 1.69% | 136 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Realta Investment Advisors | History | No change | 90,472 | 4,576 | 1.42% | 1.42% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 87,866 | 4,436 | 0.09% | 0.09% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | No change | 86,376 | 4,368 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 84,702 | 4,284 | 0.94% | 0.94% | 140 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 80,806 | 4,087 | 3.43% | 3.43% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 80,420 | 4,067 | 3.14% | 3.14% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 79,857 | 4,039 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COOPER INVESTORS PTY LTD | History | No change | 79,721 | 4,032 | 1.85% | 1.85% | 144 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SP Asset Management LLC | History | No change | 79,451 | 4,018 | 0.32% | 0.32% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 78,823 | 3,986 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARINGS LLC | History | No change | 78,600 | 3,975 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | No change | 78,434 | 3,967 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 77,134 | 3,901 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Princeton Global Asset Management LLC | History | No change | 76,269 | 3,857 | 0.55% | 0.55% | 150 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRB Wealth Management, LLC | History | No change | 75,751 | 3,831 | 0.51% | 0.51% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 74,743 | 3,780 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 74,372 | 3,751 | 0.25% | 0.25% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Keystone Financial Group | History | No change | 72,538 | 3,668 | 0.22% | 0.22% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 71,820 | 3,632 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 71,569 | 3,619 | 0.13% | 0.13% | 156 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VISTA FINANCE, LLC | History | No change | 71,397 | 3,611 | 2.02% | 2.02% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 69,390 | 3,509 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 68,572 | 3,468 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 68,235 | 3,451 | 0.18% | 0.18% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| David Kennon Inc | History | No change | 67,495 | 3,413 | 1.13% | 1.13% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 67,306 | 3,404 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bulwark Capital Corp | History | No change | 66,863 | 3,381 | 1.9% | 1.9% | 163 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 66,340 | 3,355 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MORGAN STANLEY | History | No change | 66,314 | 3,354 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kroeger Financial Partners | History | No change | 63,606 | 3,217 | 3.11% | 3.11% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 63,145 | 3,193 | 0.62% | 0.62% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lido Advisors, LLC | History | No change | 62,347 | 3,153 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 60,367 | 3,053 | 0.17% | 0.17% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 60,042 | 3,036 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modern Wealth Management, LLC | History | No change | 56,899 | 2,877 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 56,435 | 2,854 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 55,910 | 2,827 | 0.21% | 0.21% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITIGROUP INC | History | No change | 55,805 | 2,822 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 55,471 | 2,805 | 2.49% | 2.49% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Landing Point Financial Group, LLC | History | No change | 55,085 | 2,786 | 0.95% | 0.95% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATX Financial Planning, LLC | History | No change | 54,527 | 2,757 | 1.82% | 1.82% | 177 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 54,188 | 2,740 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chesley Taft & Associates LLC | History | No change | 53,374 | 2,699 | 0.11% | 0.11% | 179 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Zhang Financial LLC | History | No change | 52,906 | 2,676 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ariadne Wealth Management, LP | History | No change | 51,845 | 2,622 | 1.16% | 1.16% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 51,055 | 2,582 | 0.78% | 0.78% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpha Zero LLC | History | No change | 50,885 | 2,569 | 0.97% | 0.97% | 183 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wills Financial Group LLC | History | No change | 49,217 | 2,489 | 0.91% | 0.91% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 9823 Capital, L.P. | History | No change | 48,549 | 2,455 | 1.66% | 1.66% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 47,343 | 2,395 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Thrive Capital Management, LLC | History | No change | 47,292 | 2,392 | 0.45% | 0.45% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 47,111 | 2,382 | 0.29% | 0.29% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 47,016 | 2,378 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthfront Advisers LLC | History | No change | 45,934 | 2,323 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LongView Wealth Management | History | No change | 45,641 | 2,308 | 0.59% | 0.59% | 191 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Family Manage LLC | History | No change | 45,491 | 2,300 | 0.24% | 0.24% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 45,310 | 2,291 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWF Advisory Services Inc. | History | No change | 44,993 | 2,275 | 0.21% | 0.21% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Valmark Advisers, Inc. | History | No change | 44,858 | 2,268 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 44,848 | 2,268 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LJI Wealth Management, LLC | History | No change | 44,735 | 2,262 | 0.32% | 0.32% | 197 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 43,505 | 2,200 | 0.39% | 0.39% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 43,496 | 2,200 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 42,837 | 2,166 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Michels Family Financial, LLC | History | No change | 42,827 | 2,166 | 1.39% | 1.39% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 42,517 | 2,150 | 0.69% | 0.69% | 202 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 42,414 | 2,145 | 1.35% | 1.35% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 41,733 | 2,110 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 41,483 | 2,098 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisor OS, LLC | History | No change | 41,343 | 2,091 | 0.14% | 0.14% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 40,742 | 2,060 | 0.5% | 0.5% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cresset Asset Management, LLC | History | No change | 40,628 | 2,054 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 39,708 | 2,008 | 0.2% | 0.2% | 209 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 39,325 | 1,989 | 0.07% | 0.07% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 38,992 | 1,972 | 0.19% | 0.19% | 211 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Belpointe Asset Management LLC | History | No change | 38,953 | 1,970 | 0.06% | 0.06% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 38,717 | 1,958 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CGN Advisors LLC | History | No change | 38,269 | 1,935 | 0.14% | 0.14% | 214 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| RHS Financial, LLC | History | No change | 37,987 | 1,921 | 0.77% | 0.77% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 37,080 | 1,875 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Go Invest LLC | History | Added to | 36,483 | 1,838 | 0.39% | 0.39% | 218 | +4,004 | 12.33% | Q3 2026 | Oct 08, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 36,356 | 1,838 | 0.08% | 0.08% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 36,195 | 1,830 | 0.78% | 0.78% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 35,335 | 1,787 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighPoint Advisor Group LLC | History | No change | 35,293 | 1,785 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 34,917 | 1,766 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 34,792 | 1,759 | 0.47% | 0.47% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 34,520 | 1,746 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 34,133 | 1,726 | 0.19% | 0.19% | 225 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 34,066 | 1,723 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 33,598 | 1,699 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Orion Capital Management LLC | History | No change | 33,167 | 1,677 | 0.52% | 0.52% | 228 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atwater Malick LLC | History | No change | 33,036 | 1,670 | 0.36% | 0.36% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advocate Investing Services LLC | History | No change | 32,412 | 1,639 | 1.26% | 1.26% | 230 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Guardian Wealth Advisors, LLC | History | No change | 32,320 | 1,634 | 0.82% | 0.82% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MSH Capital Advisors LLC | History | No change | 32,217 | 1,629 | 0.28% | 0.28% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 32,124 | 1,622 | 0.64% | 0.64% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 32,085 | 1,622 | 1.21% | 1.21% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 32,054 | 1,621 | 0.93% | 0.93% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | No change | 32,001 | 1,618 | 0.81% | 0.81% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 31,425 | 1,589 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 31,183 | 1,577 | 0.54% | 0.54% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpha Financial Partners LLC | History | No change | 30,237 | 1,529 | 0.8% | 0.8% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Talon Private Wealth, LLC | History | No change | 30,235 | 1,529 | 0.18% | 0.18% | 240 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 29,668 | 1,500 | 0.7% | 0.7% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Slow Capital, Inc. | History | No change | 29,195 | 1,476 | 0.17% | 0.17% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 29,037 | 1,469 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 28,819 | 1,457 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 28,572 | 1,445 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Csenge Advisory Group | History | No change | 28,362 | 1,434 | 0.06% | 0.06% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 28,347 | 1,433 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 26,684 | 1,349 | 0.35% | 0.35% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heck Capital Advisors, LLC | History | No change | 26,689 | 1,349 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 26,489 | 1,339 | 0.12% | 0.12% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 26,154 | 1,322 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fusion Capital, LLC | History | No change | 25,341 | 1,281 | 0.3% | 0.3% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 24,759 | 1,252 | 0.12% | 0.12% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 24,482 | 1,233 | 0.08% | 0.08% | 254 | +26 | 0.11% | Q3 2026 | Oct 08, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 23,753 | 1,201 | 0.21% | 0.21% | 255 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BCGM Wealth Management, LLC | History | No change | 23,609 | 1,194 | 0.25% | 0.25% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 22,956 | 1,161 | 0.22% | 0.22% | 257 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 22,956 | 1,161 | 0.22% | 0.22% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 22,907 | 1,158 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 22,709 | 1,148 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Old North State Wealth Management, LLC | History | No change | 22,226 | 1,124 | 0.48% | 0.48% | 261 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 22,198 | 1,122 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| IMG Wealth Management, Inc. | History | No change | 22,016 | 1,113 | 0.62% | 0.62% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 21,991 | 1,112 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 21,838 | 1,104 | 0.23% | 0.23% | 265 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BLB&B Advisors, LLC | History | No change | 21,272 | 1,075 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 21,301 | 1,073 | 0.03% | 0.08% | 267 | -35,442 | -62.46% | Q3 2026 | Oct 08, 2026 |
| Round Rock Advisors LLC | History | No change | 21,100 | 1,067 | 0.14% | 0.14% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Base Wealth Management LLC | History | No change | 20,940 | 1,059 | 0.49% | 0.49% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 20,580 | 1,040 | 0.07% | 0.07% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boltwood Capital Management | History | No change | 20,600 | 1,038 | 0.23% | 0.24% | 271 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Ackerman Asset Management, LLC | History | No change | 20,468 | 1,035 | 0.62% | 0.62% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 20,271 | 1,025 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Wealth, LLC | History | No change | 20,149 | 1,019 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BIP Wealth, LLC | History | No change | 19,802 | 1,001 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 19,748 | 998 | 0.77% | 0.77% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, LLC | History | No change | 19,328 | 977 | 0.15% | 0.15% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hegarty Advisors, LLC | History | No change | 19,234 | 972 | 0.67% | 0.67% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Indivisible Partners | History | No change | 18,969 | 959 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 18,695 | 945 | 0.21% | 0.21% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAM Wealth Management, LLC | History | No change | 18,523 | 936 | 0.59% | 0.59% | 281 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Boothe Investment Group, Inc. | History | No change | 18,490 | 935 | 0.29% | 0.29% | 282 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 18,408 | 931 | 0.13% | 0.13% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | No change | 18,311 | 923 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Procyon Advisors, LLC | History | No change | 18,185 | 919 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 17,978 | 909 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 17,742 | 897 | 0.14% | 0.14% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NICOLET BANKSHARES INC | History | No change | 17,174 | 866 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Riverstone Advisors, LLC | History | No change | 16,974 | 858 | 0.36% | 0.36% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 16,971 | 858 | 0.27% | 0.27% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF HAWAII | History | No change | 16,892 | 854 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meramec Financial Planners, LLC | History | No change | 16,745 | 845 | 0.31% | 0.31% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESCAP Management Group, Inc. | History | No change | 16,380 | 828 | 0.15% | 0.15% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Astra Wealth Partners LLC | History | No change | 16,294 | 824 | 0.44% | 0.44% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 16,169 | 817 | 0.09% | 0.09% | 295 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 15,970 | 807 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 15,888 | 803 | 0.06% | 0.06% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sankala Group LLC | History | No change | 15,855 | 801 | 0.53% | 0.53% | 298 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| REDW Wealth LLC | History | No change | 15,658 | 791 | 0.28% | 0.28% | 299 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 15,459 | 781 | 0.3% | 0.3% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SEEDS INVESTOR LLC | History | No change | 15,361 | 776 | 0.08% | 0.08% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 15,270 | 772 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | No change | 15,214 | 769 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 15,095 | 763 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Factor Wealth Management LTD | History | Reduced | 14,976 | 754 | 0.12% | 0.14% | 305 | -3,661 | -19.64% | Q3 2026 | Oct 08, 2026 |
| Argent Advisors, Inc. | History | No change | 14,862 | 751 | 0.19% | 0.19% | 306 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,748 | 745 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of Marin | History | No change | 14,730 | 745 | 0.52% | 0.52% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lionsbridge Wealth Management LLC | History | No change | 14,683 | 742 | 0.73% | 0.73% | 309 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CWA Asset Management Group, LLC | History | No change | 14,361 | 726 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,361 | 723 | 0.02% | 0.01% | 311 | +5,942 | 70.58% | Q3 2026 | Oct 08, 2026 |
| Regal Investment Advisors LLC | History | No change | 13,837 | 699 | 0.04% | 0.04% | 312 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 13,867 | 698 | 0.2% | 0.18% | 313 | +1,662 | 13.62% | Q3 2026 | Oct 09, 2026 |
| Park Place Capital Corp | History | No change | 13,769 | 696 | 0.11% | 0.11% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Center for Financial Services | History | No change | 13,656 | 690 | 0.15% | 0.15% | 315 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UMB Bank, n.a. | History | No change | 13,543 | 685 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 13,486 | 682 | 0.06% | 0.06% | 317 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 13,473 | 681 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 13,134 | 664 | 0.38% | 0.38% | 319 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Red Wave Investments LLC | History | No change | 13,064 | 660 | 0.17% | 0.17% | 320 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marble Wealth, LLC | History | No change | 12,976 | 656 | 0.1% | 0.1% | 321 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 12,821 | 646 | 0.08% | 0.08% | 322 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 12,751 | 644 | 0.09% | 0.09% | 323 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KM Capital Management Ltd. | History | No change | 12,718 | 643 | 0.3% | 0.3% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coyle Financial Counsel LLC | History | No change | 12,642 | 639 | 0.12% | 0.12% | 325 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Matrix Trust Co | History | Reduced | 12,426 | 626 | 0.09% | 0.28% | 326 | -25,539 | -67.27% | Q3 2026 | Oct 07, 2026 |
| Diversify Advisory Services, LLC | History | No change | 12,146 | 613 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 12,146 | 613 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Patten Group, Inc. | History | No change | 11,900 | 601 | 0.09% | 0.09% | 329 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kurv Investment Management LLC | History | No change | 11,840 | 598 | 0.36% | 0.36% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 11,798 | 597 | 0.06% | 0.06% | 331 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 11,757 | 592 | 0.08% | 0.08% | 332 | +21 | 0.18% | Q3 2026 | Oct 08, 2026 |
| Tilson Financial Group, Inc. | History | No change | 11,652 | 589 | 0.16% | 0.16% | 333 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Inspire Advisors, LLC | History | No change | 11,607 | 587 | 0.04% | 0.04% | 334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daytona Street Capital LLC | History | No change | 11,627 | 586 | 0.43% | 0.43% | 335 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prossimo Advisors, LLC | History | No change | 11,329 | 573 | 3.31% | 3.31% | 336 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 11,250 | 569 | 0.18% | 0.18% | 337 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Noble Wealth Management PBC | History | Added to | 11,228 | 565 | 0.25% | 0.06% | 338 | +8,494 | 310.68% | Q3 2026 | Oct 01, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 11,116 | 562 | 0.09% | 0.09% | 339 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 11,080 | 560 | 0.11% | 0.11% | 340 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 11,093 | 559 | 0.2% | 0.23% | 341 | -2,434 | -17.99% | Q3 2026 | Oct 06, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 10,882 | 548 | 0.05% | 0.05% | 342 | -183 | -1.65% | Q3 2026 | Oct 07, 2026 |
| Southland Equity Partners LLC | History | No change | 10,387 | 525 | 0.09% | 0.09% | 343 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 10,378 | 524 | 0.04% | 0.04% | 344 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aprio Wealth Management, LLC | History | No change | 10,299 | 520 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 10,284 | 520 | 0.16% | 0.16% | 346 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 10,099 | 510 | 0.12% | 0.12% | 347 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hexagon Capital Partners LLC | History | No change | 10,004 | 506 | 0.07% | 0.07% | 348 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,000 | 505 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9,974 | 504 | 0.06% | 0.06% | 350 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LGL PARTNERS, LLC | History | No change | 9,939 | 502 | 0.18% | 0.18% | 351 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Applied Capital LLC | History | No change | 9,854 | 498 | 0.16% | 0.16% | 352 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TAGStone Capital, Inc. | History | No change | 9,829 | 497 | 0.16% | 0.16% | 353 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marathon Wealth Advisors LLC | History | No change | 9,801 | 495 | 0.17% | 0.17% | 354 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 9,678 | 487 | 0.32% | 0.19% | 356 | +4,113 | 73.91% | Q3 2026 | Oct 07, 2026 |
| WNY Asset Management, LLC | History | No change | 9,631 | 487 | 0.04% | 0.04% | 355 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Betterment LLC | History | No change | 9,576 | 484 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TSFG, LLC | History | No change | 9,525 | 482 | 0.06% | 0.06% | 358 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 9,500 | 480 | 0.06% | 0.06% | 359 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 9,472 | 479 | 0.21% | 0.21% | 360 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PROFFITT & GOODSON INC | History | No change | 9,308 | 470 | 0.06% | 0.06% | 361 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,244 | 467 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 9,233 | 465 | 0.28% | — | 363 | +9,233 | New | Q3 2026 | Oct 07, 2026 |
| CGC Financial Services, LLC | History | No change | 9,118 | 461 | 0.1% | 0.1% | 364 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JGP Wealth Management, LLC | History | No change | 9,097 | 460 | 0.04% | 0.04% | 365 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fortis Advisors, LLC | History | No change | 9,010 | 455 | 0.21% | 0.21% | 366 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 9,010 | 454 | 0.05% | 0.11% | 368 | -9,724 | -51.91% | Q3 2026 | Oct 08, 2026 |
| SFAM, LLC | History | No change | 8,976 | 454 | 0.37% | 0.37% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 8,935 | 451 | 0.27% | 0.27% | 369 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,940 | 450 | 0.03% | 0.03% | 370 | +12 | 0.13% | Q3 2026 | Oct 08, 2026 |
| Nvest Financial, LLC | History | No change | 8,900 | 450 | 0.14% | 0.14% | 371 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 8,689 | 437 | 0.12% | 0.11% | 372 | +174 | 2.04% | Q3 2026 | Oct 02, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 8,663 | 435 | 0.12% | 0.15% | 373 | -1,174 | -11.93% | Q3 2026 | Oct 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 8,525 | 431 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 8,430 | 426 | 0.11% | 0.11% | 375 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,400 | 424 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 8,392 | 424 | 0.12% | 0.12% | 377 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,097 | 409 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | No change | 8,089 | 409 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 8,103 | 409 | 0.04% | 0.04% | 380 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7,909 | 400 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MBE Wealth Management, LLC | History | No change | 7,846 | 396 | 0.14% | 0.14% | 382 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 7,786 | 393 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 7,723 | 390 | 0.06% | 0.06% | 384 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 7,518 | 380 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 7,510 | 379 | 0.08% | 0.08% | 386 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mascoma Wealth Management LLC | History | No change | 7,391 | 373 | 0.07% | 0.07% | 387 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alley Investment Management Company, LLC | History | No change | 7,393 | 373 | 0.04% | 0.04% | 388 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Courage Miller Partners, LLC | History | No change | 7,348 | 371 | 0.1% | 0.1% | 389 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | No change | 7,352 | 371 | 0.09% | 0.09% | 390 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 7,341 | 371 | 0.04% | 0.04% | 391 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 7,305 | 369 | 0.06% | 0.06% | 392 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Everstar Asset Management, LLC | History | No change | 7,283 | 368 | 0.18% | 0.18% | 393 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Optas, LLC | History | No change | 7,099 | 359 | 0.05% | 0.05% | 394 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 7,100 | 357 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,042 | 356 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 7,016 | 354 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 6,876 | 347 | 0.03% | 0.03% | 398 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | No change | 6,830 | 345 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | No change | 6,766 | 342 | 0.14% | 0.14% | 400 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SVB WEALTH LLC | History | No change | 6,751 | 341 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Forza Wealth Management, LLC | History | No change | 6,750 | 341 | 0.1% | 0.1% | 402 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Guardian Partners Inc. | History | No change | 6,547 | 331 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lifeworks Advisors, LLC | History | No change | 6,440 | 325 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,385 | 322 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 6,305 | 318 | 0.05% | 0.05% | 406 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 6,251 | 316 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 6,231 | 315 | 0.12% | 0.12% | 408 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 6,230 | 315 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 6,240 | 315 | 0.18% | 0.18% | 410 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 6,172 | 312 | 0.17% | 0.17% | 411 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 6,159 | 311 | 0.03% | 0.03% | 412 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 6,146 | 310 | 0.07% | 0.07% | 413 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 6,093 | 308 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 6,091 | 308 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,060 | 306 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Capital Management LP | History | No change | 6,067 | 306 | 0.07% | 0.07% | 417 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,047 | 305 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Simplicity Wealth,LLC | History | No change | 6,023 | 304 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SRH ADVISORS, LLC | History | No change | 6,000 | 303 | 0.08% | 0.08% | 420 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | History | No change | 6,000 | 303 | 0.26% | 0.26% | 421 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 5,913 | 299 | 0.03% | 0.03% | 422 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Shepherd Financial Partners LLC | History | No change | 5,813 | 294 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 5,818 | 294 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 5,800 | 293 | 0.06% | 0.06% | 425 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 5,800 | 293 | 0.2% | 0.2% | 426 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,804 | 293 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisors Capital Management, LLC | History | No change | 5,748 | 290 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verum Partners LLC | History | No change | 5,664 | 286 | 0.04% | 0.04% | 429 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,592 | 282 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,531 | 279 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,498 | 278 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 5,507 | 278 | 0.04% | 0.04% | 433 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BURNS J W & CO INC/NY | History | No change | 5,450 | 275 | 0.03% | 0.03% | 434 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| United Advisor Group, LLC | History | No change | 5,407 | 273 | 0.03% | 0.03% | 435 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,388 | 272 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 5,356 | 270 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Emerald Advisors, LLC | History | No change | 5,319 | 269 | 0.03% | 0.03% | 438 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 5,333 | 269 | 0.06% | 0.06% | 439 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 5,281 | 267 | 0.03% | 0.03% | 440 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,300 | 267 | 0.03% | 0.03% | 441 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Certified Advisory Corp | History | No change | 5,183 | 262 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,178 | 261 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 5,133 | 259 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jones Kertz & Associates, Inc. | History | No change | 5,100 | 257 | 0.12% | 0.12% | 445 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ascent Advisors, LLC | History | No change | 5,102 | 257 | 0.3% | 0.3% | 446 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 5,062 | 256 | 0.04% | 0.04% | 447 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RCW Management, LLC | History | No change | 5,069 | 256 | 0.23% | 0.23% | 448 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 4,968 | 251 | 0.12% | 0.12% | 449 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 4,915 | 248 | 0.06% | 0.06% | 450 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Maridea Wealth Management LLC | History | No change | 4,869 | 246 | 0.03% | 0.03% | 451 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Traub Capital Management LLC | History | No change | 4,874 | 246 | 0.22% | 0.22% | 452 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | No change | 4,832 | 244 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Claro Advisors Inc. | History | No change | 4,743 | 239 | 0.03% | 0.03% | 454 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COFG Advisors, LLC | History | No change | 4,707 | 238 | 0.04% | 0.04% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 4,688 | 237 | 0.1% | 0.1% | 456 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORDEN GROUP LLC | History | No change | 4,690 | 237 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Troutman Wealth Management, LLC | History | No change | 4,692 | 237 | 0.18% | 0.18% | 458 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Castleview Partners, LLC | History | Reduced | 4,620 | 232 | 0.1% | 0.1% | 460 | -16 | -0.35% | Q3 2026 | Oct 09, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 4,605 | 232 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 4,409 | 223 | 0.04% | 0.04% | 461 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Thompson David Blair | History | No change | 4,420 | 223 | 0.11% | 0.11% | 462 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 4,403 | 222 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Echo45 Advisors LLC | History | New | 4,396 | 221 | 0.1% | — | 464 | +4,396 | New | Q3 2026 | Oct 07, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 4,368 | 220 | 0.06% | 0.06% | 465 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empower Advisory Group, LLC | History | No change | 4,344 | 219 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 4,214 | 213 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Root Financial Partners, LLC | History | No change | 4,211 | 213 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 4,207 | 212 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 4,175 | 211 | 0.06% | 0.06% | 470 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,156 | 210 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascent Group, LLC | History | No change | 4,132 | 208 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| M1 Capital Management LLC | History | No change | 4,117 | 208 | 0.08% | 0.08% | 473 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HF Advisory Group, LLC | History | Added to | 4,117 | 207 | 0.06% | 0.06% | 474 | +61 | 1.5% | Q3 2026 | Oct 09, 2026 |
| Manchester Capital Management LLC | History | No change | 4,068 | 205 | 0.03% | 0.03% | 475 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 4,035 | 204 | 0.07% | 0.07% | 476 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,031 | 203 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 4,033 | 203 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Galilei Investment Office LLP | History | No change | 4,000 | 202 | 0.09% | 0.09% | 479 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,961 | 200 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Selective Wealth Management, Inc. | History | No change | 3,964 | 200 | 0.05% | 0.05% | 481 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| XTX Topco Ltd | History | No change | 3,956 | 200 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 3,962 | 200 | 0.07% | 0.07% | 483 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,759 | 190 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 3,672 | 185 | 0.01% | 0.01% | 485 | +865 | 30.82% | Q3 2026 | Oct 05, 2026 |
| Triumph Capital Management | History | No change | 3,600 | 182 | 0.03% | 0.03% | 486 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avalon Trust Co | History | No change | 3,397 | 171 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Perspectives, Inc | History | No change | 3,386 | 171 | 0.04% | 0.04% | 488 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 3,000 | 151 | 0.03% | 0.03% | 489 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 2,814 | 142 | 0.03% | 0.03% | 490 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,643 | 133 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TOP Private Wealth LLC. | History | No change | 2,575 | 130 | 0.12% | 0.12% | 492 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,544 | 128 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Transce3nd, LLC | History | No change | 2,502 | 126 | 1.11% | 1.11% | 494 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bogart Wealth, LLC | History | No change | 2,464 | 124 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,425 | 122 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 2,404 | 121 | 0.08% | 0.08% | 497 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,365 | 119 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,289 | 115 | 0.05% | 0.05% | 499 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,172 | 110 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Blue Trust, Inc. | History | No change | 2,166 | 109 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Synergy Investment Management, LLC | History | No change | 2,092 | 105 | 0.03% | 0.03% | 502 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,975 | 99 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,910 | 96 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Byrne Asset Management LLC | History | Reduced | 1,850 | 92 | 0.05% | 0.11% | 505 | -2,100 | -53.16% | Q3 2026 | Oct 06, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,525 | 76 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NFSG Corp | History | No change | 1,490 | 75 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,308 | 66 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CKW FINANCIAL GROUP | History | No change | 1,282 | 65 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Front Row Advisors LLC | History | No change | 1,166 | 58 | 0.02% | 0.02% | 510 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | Reduced | 1,109 | 55 | 0.03% | 0.04% | 511 | -18 | -1.6% | Q3 2026 | Oct 02, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,050 | 53 | 0.02% | 0.02% | 512 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,014 | 51 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 1,024 | 51 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,008 | 50 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,000 | 50 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 987 | 49 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 917 | 46 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 908 | 45 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 877 | 44 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atomic Invest LLC | History | No change | 871 | 44 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 691 | 34 | 0.03% | 0.03% | 522 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 670 | 33 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 671 | 33 | 0.02% | 0.02% | 524 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 646 | 32 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 632 | 31 | 0.02% | 0.02% | 526 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 559 | 28 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 26,264 | 26 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crews Bank & Trust | History | No change | 404 | 20 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ascentis Independent Advisors | History | No change | 395 | 19 | 0.05% | 0.05% | 530 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quaker Wealth Management, LLC | History | No change | 352 | 17 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 302 | 15 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 313 | 15 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sunrise Financial Services, LLC | History | No change | 298 | 15 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 294 | 14 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 265 | 13 | 0.0% | 0.0% | 536 | -198 | -42.76% | Q3 2026 | Oct 07, 2026 |
| Essential Partners LLC | History | No change | 249 | 12 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Trust, LLC | History | No change | 198 | 10 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 212 | 10 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 165 | 8 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Capital Management LLC | History | No change | 153 | 7 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 156 | 7 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leo H. Evart, Inc. | History | No change | 139 | 7 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 157 | 7 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 123 | 6 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 129 | 6 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 123 | 6 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 100 | 5 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bernard Wealth Management Corp. | History | No change | 90 | 4 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Downshift Financial, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Advisors | History | No change | 26 | 1 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 10,500 | 1 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Walsh & Associates, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PlanVest Financial, Inc | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |