iSHARES TRUST - IEF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 160,964,153 | 15,222,380 | 4.53% | 4.53% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 34,258,086 | 3,256,573 | 0.18% | 0.18% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 24,180,402 | 2,286,740 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 21,307,333 | 2,015,034 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 18,527,894 | 1,780,927 | 0.36% | 0.36% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,382,662 | 1,454,684 | 0.34% | 0.34% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 14,392,916 | 1,361,138 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,956,192 | 1,130,697 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,734,310 | 826,003 | 0.41% | 0.41% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,544,180 | 713,453 | 0.19% | 0.19% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 7,239,129 | 684,604 | 7.17% | 7.17% | 11 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | No change | 6,692,110 | 632,872 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 6,108,454 | 577,676 | 0.13% | 0.13% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,768,269 | 545,505 | 0.83% | 0.83% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,068,013 | 479,282 | 0.26% | 0.26% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,325,520 | 409,064 | 0.13% | 0.13% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,934,105 | 372,048 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,917,957 | 370,521 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 3,325,316 | 315,887 | 0.82% | 0.82% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,204,490 | 303,048 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,732,339 | 258,397 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,666,597 | 252,180 | 0.35% | 0.35% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 2,512,956 | 237,650 | 4.47% | 4.47% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 2,284,765 | 216,070 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 2,065,753 | 197,155 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAVINE CAPITAL, LLC | History | No change | 1,982,121 | 187,449 | 39.75% | 39.75% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 1,843,045 | 174,296 | 16.54% | 16.54% | 27 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 1,841,499 | 174,150 | 2.46% | 2.46% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners OCIO LLC | History | No change | 1,817,337 | 171,865 | 8.7% | 8.7% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,816,898 | 171,823 | 0.14% | 0.14% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 1,787,909 | 169,083 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,783,901 | 168,703 | 0.2% | 0.2% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,588,200 | 150,196 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BARCLAYS PLC | History | No change | 1,444,498 | 136,606 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,438,690 | 135,822 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,371,260 | 129,680 | 0.25% | 0.25% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AIA Group Ltd | History | No change | 1,350,527 | 127,719 | 1.61% | 1.61% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,325,751 | 125,377 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,294,903 | 122,458 | 0.13% | 0.13% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | Added to | 1,346,447 | 120,251 | 1.83% | 0.83% | 40 | +775,994 | 136.03% | Q3 2026 | Oct 05, 2026 |
| Members Trust Co | History | No change | 1,259,227 | 119,085 | 3.71% | 3.71% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | No change | 1,182,507 | 111,829 | 9.76% | 9.76% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,161,082 | 109,803 | 1.45% | 1.45% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ally Invest Advisors Inc. | History | No change | 1,124,596 | 106,352 | 6.42% | 6.42% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,088,166 | 102,907 | 0.7% | 0.7% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREENLEAF TRUST | History | No change | 1,064,492 | 100,669 | 0.97% | 0.97% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,072,839 | 100,449 | 0.17% | 0.17% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 1,061,624 | 100,397 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,037,188 | 98,086 | 1.23% | 1.23% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 1,017,476 | 96,222 | 23.83% | 23.83% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,008,438 | 95,368 | 1.81% | 1.81% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Avalon Advisory Group | History | No change | 931,110 | 88,055 | 32.52% | 32.52% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 877,332 | 82,969 | 1.57% | 1.57% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 854,092 | 80,771 | 3.76% | 3.76% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WestEnd Advisors, LLC | History | No change | 852,633 | 80,634 | 1.8% | 1.8% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 3EDGE Asset Management, LP | History | No change | 843,322 | 79,752 | 3.56% | 3.56% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATAURO, LLC | History | No change | 823,365 | 77,865 | 10.29% | 10.29% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 812,707 | 76,858 | 0.18% | 0.18% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 771,426 | 72,953 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 770,000 | 72,818 | 1.08% | 1.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenturyLink Investment Management Co | History | No change | 746,500 | 70,596 | 54.73% | 54.73% | 61 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HighTower Advisors, LLC | History | No change | 743,484 | 70,311 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Raub Brock Capital Management LP | History | No change | 741,129 | 70,088 | 19.29% | 19.29% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 731,067 | 69,137 | 0.25% | 0.25% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 695,911 | 65,812 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 687,507 | 65,017 | 0.1% | 0.1% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 662,231 | 62,627 | 0.91% | 0.91% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garde Capital, Inc. | History | No change | 640,024 | 60,527 | 2.71% | 2.71% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Betterment LLC | History | No change | 597,634 | 56,518 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 595,640 | 56,329 | 0.27% | 0.27% | 70 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ASSETMARK, INC | History | No change | 590,829 | 55,874 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arkos Global Advisors | History | No change | 588,479 | 55,652 | 6.59% | 6.59% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 623,109 | 55,649 | 3.35% | 0.08% | 73 | +609,376 | 4437.31% | Q3 2026 | Oct 09, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 585,975 | 55,415 | 10.73% | 10.73% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 558,248 | 52,793 | 1.81% | 1.81% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Twele Capital Management, Inc. | History | No change | 541,981 | 51,255 | 8.37% | 8.37% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | No change | 522,470 | 49,409 | 10.69% | 10.69% | 77 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 513,242 | 48,537 | 1.71% | 1.71% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GenWealth Group, Inc. | History | No change | 509,980 | 48,228 | 7.51% | 7.51% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 506,239 | 47,875 | 13.63% | 13.63% | 80 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 480,303 | 45,422 | 10.07% | 10.07% | 81 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 473,040 | 44,735 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sompo Asset Management Co., Ltd. | History | No change | 473,019 | 44,733 | 7.34% | 7.34% | 83 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 470,944 | 44,537 | 0.78% | 0.78% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 467,027 | 44,166 | 0.8% | 0.8% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 461,576 | 43,651 | 0.2% | 0.2% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 455,680 | 43,093 | 0.16% | 0.16% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 435,844 | 41,217 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 433,409 | 40,987 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtue Capital Management, LLC | History | No change | 419,798 | 39,700 | 5.3% | 5.3% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Wealthcare LLC | History | Added to | 430,508 | 38,448 | 12.19% | 12.72% | 91 | +10,570 | 2.52% | Q3 2026 | Oct 02, 2026 |
| Focus Financial Network, Inc. | History | No change | 405,791 | 38,375 | 1.19% | 1.19% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | No change | 395,637 | 37,415 | 0.12% | 0.12% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Community Financial Services Group, LLC | History | No change | 389,041 | 36,581 | 5.33% | 5.33% | 94 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 386,100 | 36,524 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | No change | 385,680 | 36,474 | 1.99% | 1.99% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 382,730 | 36,194 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Financial Bank - Trust Division | History | Added to | 396,411 | 35,403 | 2.55% | 2.59% | 98 | +12,390 | 3.23% | Q3 2026 | Oct 01, 2026 |
| Portland Global Advisors LLC | History | No change | 370,555 | 35,043 | 3.33% | 3.33% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haverford Trust Co | History | No change | 359,936 | 34,039 | 0.29% | 0.29% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TPG Financial Advisors, LLC | History | No change | 359,592 | 34,006 | 10.16% | 10.16% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Karpus Management, Inc. | History | No change | 331,612 | 31,360 | 0.9% | 0.9% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joule Financial, LLC | History | No change | 326,912 | 30,916 | 8.38% | 8.38% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SACHEM HILL LLC | History | No change | 324,839 | 30,719 | 5.46% | 5.46% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 323,523 | 30,595 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 323,298 | 30,574 | 0.37% | 0.37% | 106 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Modern Wealth Management, LLC | History | No change | 322,359 | 30,485 | 0.36% | 0.36% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 311,661 | 29,473 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 305,611 | 28,901 | 0.43% | 0.43% | 109 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 300,000 | 28,371 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kapitalo Investimentos Ltda | History | No change | 300,000 | 28,371 | 1.8% | 1.8% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 299,624 | 28,335 | 0.24% | 0.24% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 299,401 | 28,314 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 298,082 | 28,189 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Keel Point, LLC | History | No change | 282,810 | 26,745 | 1.58% | 1.58% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARINGS LLC | History | No change | 281,884 | 26,657 | 0.47% | 0.47% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invariant Investment Management | History | Added to | 295,577 | 26,321 | 15.22% | 15.37% | 117 | +17,123 | 6.15% | Q3 2026 | Oct 08, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 271,846 | 25,708 | 4.31% | 4.31% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| United Capital Management of KS, Inc. | History | No change | 271,552 | 25,680 | 3.36% | 3.36% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rafferty Asset Management, LLC | History | No change | 268,542 | 25,396 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 267,986 | 25,343 | 0.22% | 0.22% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Point72 Asset Management, L.P. | History | No change | 266,300 | 25,183 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 265,290 | 25,088 | 3.53% | 3.53% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 260,316 | 24,618 | 7.59% | 7.59% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 257,478 | 24,350 | 0.33% | 0.33% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 255,552 | 24,167 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 249,869 | 23,630 | 2.6% | 2.6% | 127 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 247,857 | 23,439 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SkyOak Wealth, LLC | History | No change | 247,664 | 23,421 | 3.83% | 3.83% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 240,768 | 22,769 | 1.27% | 1.27% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 235,282 | 22,250 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banco Santander, S.A. | History | No change | 234,654 | 22,191 | 0.14% | 0.14% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 234,295 | 22,157 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 233,761 | 22,106 | 3.2% | 3.2% | 134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 232,776 | 22,013 | 6.48% | 6.48% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SimpliFi, Inc. | History | No change | 231,514 | 21,894 | 8.65% | 8.65% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | No change | 230,004 | 21,751 | 0.13% | 0.13% | 137 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WLTH Capital Management, LLC | History | No change | 226,074 | 21,379 | 13.7% | 13.7% | 138 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 225,650 | 21,339 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Creative Planning | History | No change | 223,577 | 21,143 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 213,887 | 20,227 | 14.98% | 14.98% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | No change | 210,322 | 19,890 | 6.94% | 6.94% | 142 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NorthCoast Asset Management LLC | History | No change | 209,690 | 19,830 | 0.44% | 0.44% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 208,026 | 19,672 | 4.01% | 4.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Act Two Investors LLC | History | No change | 206,772 | 19,554 | 3.95% | 3.95% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 202,783 | 19,177 | 0.28% | 0.28% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 200,828 | 18,994 | 0.23% | 0.23% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 196,504 | 18,583 | 0.52% | 0.52% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DSG Capital Advisors, LLC | History | No change | 197,141 | 18,442 | 2.62% | 2.62% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 194,779 | 18,420 | 0.12% | 0.12% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 190,711 | 18,035 | 1.51% | 1.51% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quaker Wealth Management, LLC | History | No change | 190,443 | 18,010 | 5.24% | 5.24% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 187,958 | 17,775 | 0.15% | 0.15% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 183,980 | 17,399 | 2.1% | 2.1% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 182,904 | 17,297 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 181,830 | 17,195 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 180,881 | 17,105 | 3.63% | 3.63% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 180,387 | 17,059 | 1.02% | 1.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waterloo Capital, L.P. | History | No change | 179,061 | 16,933 | 0.95% | 0.95% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 189,320 | 16,908 | 1.09% | 1.26% | 160 | -9,248 | -4.66% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 171,533 | 16,300 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 170,993 | 16,170 | 1.96% | 1.96% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 168,547 | 15,939 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 168,401 | 15,925 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 177,759 | 15,875 | 4.52% | — | 165 | +177,759 | New | Q3 2026 | Oct 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 167,289 | 15,820 | 0.24% | 0.24% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 163,874 | 15,497 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Asset Management, LLC | History | No change | 162,986 | 15,413 | 0.18% | 0.18% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 162,813 | 15,397 | 0.22% | 0.22% | 169 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 158,890 | 15,026 | 0.15% | 0.15% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 158,015 | 14,943 | 0.09% | 0.09% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 154,555 | 14,616 | 1.9% | 1.9% | 172 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 151,448 | 14,454 | 1.24% | 1.24% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atlas Private Wealth Advisors | History | No change | 152,138 | 14,387 | 3.15% | 3.15% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 150,950 | 14,275 | 0.26% | 0.26% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Edenbrook Capital, LLC | History | No change | 150,000 | 14,138 | 2.85% | 2.85% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Freedom Investing, LLC | History | No change | 147,572 | 14,084 | 1.1% | 1.1% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 145,358 | 13,746 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 145,287 | 13,739 | 4.3% | 4.3% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cadence Wealth Management LLC | History | No change | 144,074 | 13,625 | 6.1% | 6.1% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | No change | 142,938 | 13,517 | 10.01% | 10.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 141,862 | 13,416 | 0.21% | 0.21% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Columbia Bank | History | No change | 141,822 | 13,412 | 3.01% | 3.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 141,033 | 13,337 | 9.74% | 9.74% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trilogy Capital Inc. | History | No change | 140,376 | 13,275 | 0.52% | 0.52% | 185 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 138,437 | 13,091 | 2.94% | 2.94% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| One Day In July LLC | History | No change | 138,239 | 13,073 | 0.91% | 0.91% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sollinda Capital Management LLC | History | No change | 137,700 | 13,022 | 2.78% | 2.78% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 137,362 | 12,990 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| IFG Advisory, LLC | History | No change | 133,965 | 12,669 | 0.44% | 0.44% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Procyon Advisors, LLC | History | No change | 133,606 | 12,635 | 0.55% | 0.55% | 191 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 132,696 | 12,549 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 132,012 | 12,484 | 0.45% | 0.45% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| U S WEALTH GROUP, LLC. | History | No change | 131,067 | 12,394 | 7.42% | 7.42% | 194 | 0 | 0.0% | Q2 2026 | Sep 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 130,776 | 12,367 | 0.12% | 0.12% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 128,723 | 12,173 | 0.13% | 0.13% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 128,576 | 12,159 | 9.46% | 9.46% | 197 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 128,158 | 12,119 | 0.13% | 0.13% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 126,601 | 11,972 | 1.27% | 1.27% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 126,444 | 11,957 | 3.89% | 3.89% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sicart Associates LLC | History | No change | 124,666 | 11,789 | 2.89% | 2.89% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 124,222 | 11,787 | 0.33% | 0.33% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 123,390 | 11,669 | 1.34% | 1.34% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COURIER CAPITAL LLC | History | No change | 122,550 | 11,589 | 0.58% | 0.58% | 204 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Peak Asset Management, LLC | History | No change | 120,576 | 11,402 | 1.68% | 1.68% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 122,421 | 11,366 | 0.23% | 0.23% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 119,486 | 11,319 | 0.07% | 0.07% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DV Trading LLC | History | No change | 119,400 | 11,291 | 0.37% | 0.37% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jessup Wealth Management, Inc | History | No change | 118,652 | 11,220 | 3.35% | 3.35% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rothschild Wealth LLC | History | No change | 118,636 | 11,219 | 0.9% | 0.9% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 118,578 | 11,213 | 0.95% | 0.95% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudock, Inc. | History | No change | 117,395 | 11,102 | 1.42% | 1.42% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Landing Point Financial Group, LLC | History | No change | 116,745 | 11,040 | 3.75% | 3.75% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 115,743 | 10,945 | 2.46% | 2.46% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 114,264 | 10,806 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 113,260 | 10,711 | 0.33% | 0.33% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1607 Capital Partners, LLC | History | No change | 112,316 | 10,621 | 0.92% | 0.92% | 217 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 112,146 | 10,605 | 0.1% | 0.1% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 111,947 | 10,586 | 0.32% | 0.32% | 219 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 110,194 | 10,421 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IPG Investment Advisors LLC | History | No change | 108,690 | 10,278 | 1.48% | 1.48% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 108,452 | 10,256 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 108,136 | 10,226 | 0.16% | 0.16% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 108,000 | 10,213 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 107,472 | 10,163 | 1.12% | 1.12% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modera Wealth Management, LLC | History | No change | 106,091 | 10,033 | 0.11% | 0.11% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 105,541 | 9,981 | 1.43% | 1.43% | 227 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AmeriServ Wealth Advisors | History | No change | 105,080 | 9,937 | 6.61% | 6.61% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 103,887 | 9,824 | 0.11% | 0.11% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 103,715 | 9,808 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIG BROKERAGE, LP | History | No change | 103,055 | 9,745 | 0.19% | 0.19% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 102,738 | 9,715 | 2.39% | 2.39% | 232 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| High Note Wealth, LLC | History | No change | 101,586 | 9,606 | 1.64% | 1.64% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 101,234 | 9,571 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | No change | 101,433 | 9,552 | 0.88% | 0.88% | 235 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LMR Partners LLP | History | No change | 100,000 | 9,457 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 99,593 | 9,418 | 0.17% | 0.17% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 99,428 | 9,402 | 0.11% | 0.11% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 98,598 | 9,324 | 2.51% | 2.51% | 239 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Walleye Trading LLC | History | No change | 97,154 | 9,187 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Financial Group, LLC | History | Added to | 102,205 | 9,127 | 8.84% | 9.17% | 241 | +1,033 | 1.02% | Q3 2026 | Oct 08, 2026 |
| Pacific Wealth Management | History | Reduced | 101,981 | 9,107 | 4.01% | 6.66% | 242 | -56,930 | -35.83% | Q3 2026 | Oct 05, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 95,567 | 9,037 | 2.43% | 2.43% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arkadios Wealth Advisors | History | No change | 93,646 | 8,856 | 0.13% | 0.13% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 93,056 | 8,800 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 92,967 | 8,791 | 1.28% | 1.28% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Asset Management, LLC | History | No change | 92,840 | 8,779 | 1.12% | 1.12% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MTC Wealth Management LLC | History | No change | 92,448 | 8,742 | 3.92% | 3.92% | 248 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Goodman Advisory Group, LLC | History | No change | 92,283 | 8,727 | 2.01% | 2.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | No change | 91,631 | 8,665 | 0.8% | 0.8% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 90,194 | 8,529 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 89,610 | 8,474 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 88,893 | 8,406 | 0.42% | 0.42% | 253 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ascent Advisors, LLC | History | No change | 88,282 | 8,301 | 9.58% | 9.58% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 86,798 | 8,208 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 86,725 | 8,201 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 85,787 | 8,112 | 0.17% | 0.17% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 85,618 | 8,096 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 83,781 | 7,923 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 83,694 | 7,914 | 0.47% | 0.47% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 83,668 | 7,912 | 0.39% | 0.39% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Thayer Partners, LLC / MA | History | No change | 82,669 | 7,818 | 3.24% | 3.24% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| White Pine Investment CO | History | No change | 81,884 | 7,744 | 1.65% | 1.65% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 80,046 | 7,569 | 1.57% | 1.57% | 264 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 79,974 | 7,563 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Risk Paradigm Group, LLC | History | No change | 79,693 | 7,536 | 5.91% | 5.91% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Edgestream Partners, L.P. | History | No change | 79,216 | 7,491 | 0.22% | 0.22% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Wealth Partners, LLC | History | No change | 78,799 | 7,451 | 1.06% | 1.06% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 78,503 | 7,424 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 78,387 | 7,413 | 0.11% | 0.11% | 270 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 76,374 | 7,222 | 0.85% | 0.85% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 75,022 | 7,094 | 1.23% | 1.23% | 272 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 74,708 | 7,065 | 0.71% | 0.71% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 73,871 | 6,986 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Benchmark Financial, LLC | History | No change | 73,813 | 6,980 | 5.69% | 5.69% | 275 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 73,299 | 6,967 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 72,632 | 6,868 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 73,592 | 6,864 | 0.11% | 0.11% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 73,592 | 6,864 | 0.11% | 0.11% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 72,337 | 6,840 | 3.1% | 3.1% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 72,034 | 6,812 | 0.67% | 0.67% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Systelligence, LLC | History | No change | 71,851 | 6,794 | 1.13% | 1.13% | 282 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | No change | 71,332 | 6,745 | 0.11% | 0.11% | 283 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DDD Partners, LLC | History | No change | 71,108 | 6,724 | 0.42% | 0.42% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMG National Trust Bank | History | No change | 69,807 | 6,601 | 0.14% | 0.14% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 69,262 | 6,550 | 0.67% | 0.67% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Miller Financial Services LLC | History | No change | 69,200 | 6,544 | 5.27% | 5.27% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 68,793 | 6,505 | 4.25% | 4.25% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 68,269 | 6,456 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Insight Wealth Partners, LLC | History | No change | 68,061 | 6,436 | 0.86% | 0.86% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compass Financial Group, Inc. | History | No change | 67,777 | 6,409 | 2.71% | 2.71% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 66,619 | 6,300 | 0.12% | 0.12% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Argo Wealth Advisory, LLC | History | No change | 66,370 | 6,276 | 3.46% | 3.46% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspire Capital Advisors LLC | History | No change | 65,724 | 6,215 | 1.21% | 1.21% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Heck Capital Advisors, LLC | History | No change | 64,857 | 6,133 | 0.37% | 0.37% | 295 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 64,672 | 6,116 | 0.22% | 0.22% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 64,401 | 6,090 | 0.28% | 0.28% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 67,080 | 5,990 | 0.24% | 0.26% | 298 | -1,442 | -2.1% | Q3 2026 | Oct 08, 2026 |
| Portside Wealth Group, LLC | History | No change | 63,075 | 5,965 | 0.69% | 0.69% | 299 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 62,946 | 5,952 | 1.43% | 1.43% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballew Advisors, Inc | History | Added to | 65,561 | 5,838 | 2.9% | 2.77% | 301 | +8,663 | 15.23% | Q3 2026 | Oct 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 61,590 | 5,824 | 0.28% | 0.28% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 61,264 | 5,793 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 61,124 | 5,780 | 0.08% | 0.08% | 304 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Compound Planning, Inc. | History | No change | 60,587 | 5,729 | 0.15% | 0.15% | 305 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Values First Advisors, Inc. | History | No change | 60,525 | 5,723 | 2.61% | 2.61% | 306 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 59,600 | 5,636 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 59,400 | 5,617 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 62,363 | 5,569 | 0.59% | 0.67% | 309 | -1,455 | -2.28% | Q3 2026 | Oct 07, 2026 |
| HighPoint Advisor Group LLC | History | No change | 57,723 | 5,458 | 0.19% | 0.19% | 310 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST INTERSTATE BANK | History | No change | 57,684 | 5,455 | 0.28% | 0.28% | 311 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crabel Capital Management, LLC | History | No change | 57,629 | 5,449 | 3.98% | 3.98% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 57,412 | 5,429 | 2.94% | 2.94% | 313 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1832 Asset Management L.P. | History | No change | 57,340 | 5,422 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Good Steward Wealth Advisors,LLC | History | No change | 55,545 | 5,252 | 3.17% | 3.17% | 315 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IMC-Chicago, LLC | History | No change | 55,388 | 5,238 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAM Holding AG | History | No change | 55,000 | 5,201 | 0.4% | 0.4% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sun Financial Inc | History | No change | 56,033 | 5,197 | 2.45% | 2.45% | 318 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stablepoint Partners, LLC | History | No change | 54,935 | 5,195 | 0.72% | 0.72% | 319 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 54,412 | 5,145 | 2.55% | 2.55% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 54,201 | 5,125 | 0.06% | 0.06% | 321 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 54,062 | 5,112 | 0.26% | 0.26% | 322 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 54,032 | 5,109 | 2.5% | 2.5% | 323 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 53,724 | 5,080 | 0.29% | 0.29% | 324 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 53,692 | 5,077 | 0.06% | 0.06% | 325 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GTS SECURITIES LLC | History | No change | 53,643 | 5,073 | 0.11% | 0.11% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WARNER FINANCIAL, INC | History | No change | 53,572 | 5,066 | 1.49% | 1.49% | 327 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 53,434 | 5,053 | 1.9% | 1.9% | 328 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMERCE BANK | History | No change | 52,625 | 4,976 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 52,147 | 4,931 | 0.48% | 0.48% | 330 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 51,449 | 4,865 | 0.08% | 0.08% | 331 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | No change | 50,203 | 4,747 | 0.05% | 0.05% | 332 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 50,000 | 4,728 | 3.5% | 3.5% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHI TRUST Co LLC | History | No change | 49,536 | 4,684 | 3.03% | 3.03% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 49,057 | 4,639 | 2.23% | 2.23% | 335 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 48,642 | 4,595 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 51,374 | 4,588 | 1.96% | 0.36% | 337 | +42,902 | 506.4% | Q3 2026 | Oct 08, 2026 |
| NORTHERN TRUST CORP | History | No change | 47,915 | 4,531 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veridan Wealth LLC | History | No change | 47,157 | 4,459 | 1.52% | 1.52% | 339 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 46,942 | 4,439 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 46,752 | 4,421 | 0.52% | 0.52% | 341 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 46,469 | 4,394 | 2.34% | 2.34% | 342 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Accurate Wealth Management, LLC | History | No change | 46,805 | 4,382 | 0.42% | 0.42% | 343 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 45,773 | 4,329 | 0.13% | 0.13% | 344 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IHT Wealth Management, LLC | History | No change | 45,533 | 4,306 | 0.09% | 0.09% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 44,853 | 4,241 | 0.26% | 0.26% | 346 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Canal Capital Management, LLC | History | No change | 44,730 | 4,230 | 0.52% | 0.52% | 347 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 44,940 | 4,228 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 44,702 | 4,227 | 0.52% | 0.52% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 44,015 | 4,162 | 0.38% | 0.38% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 43,935 | 4,155 | 1.05% | 1.05% | 351 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FCA CORP /TX | History | No change | 43,676 | 4,130 | 1.02% | 1.02% | 352 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focused Wealth Management, Inc | History | No change | 43,305 | 4,095 | 0.36% | 0.36% | 353 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 43,108 | 4,076 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boreal Capital Management LLC | History | No change | 42,993 | 4,065 | 3.03% | 3.03% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 42,660 | 4,030 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Circle Wealth Management, LLC | History | No change | 42,358 | 4,005 | 0.05% | 0.05% | 357 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 42,249 | 3,995 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | No change | 42,006 | 3,972 | 0.13% | 0.13% | 359 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 41,803 | 3,953 | 1.63% | 1.63% | 360 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Advisors Network LLC | History | No change | 41,702 | 3,943 | 0.18% | 0.18% | 361 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 41,271 | 3,903 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 43,430 | 3,878 | 0.03% | 0.03% | 363 | +5,666 | 15.0% | Q3 2026 | Oct 08, 2026 |
| FreeGulliver LLC | History | No change | 41,000 | 3,877 | 1.37% | 1.37% | 364 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 40,738 | 3,852 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 40,324 | 3,813 | 0.84% | 0.84% | 366 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Greenland Capital Management LP | History | No change | 40,000 | 3,782 | 0.47% | 0.47% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 39,806 | 3,764 | 0.12% | 0.12% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 39,219 | 3,708 | 0.07% | 0.07% | 369 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 39,133 | 3,700 | 0.04% | 0.04% | 370 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 38,958 | 3,684 | 2.18% | 2.18% | 371 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MGO ONE SEVEN LLC | History | No change | 38,527 | 3,643 | 0.06% | 0.06% | 372 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 38,461 | 3,637 | 0.04% | 0.04% | 373 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jefferies Financial Group Inc. | History | No change | 38,397 | 3,631 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 38,287 | 3,620 | 1.44% | 1.44% | 375 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wall Street Financial Group, Inc. | History | No change | 38,236 | 3,615 | 1.93% | 1.93% | 376 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MFA Wealth Services | History | No change | 38,171 | 3,609 | 2.16% | 2.16% | 377 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 37,970 | 3,590 | 2.22% | 2.22% | 378 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Dakota Wealth Management | History | No change | 37,946 | 3,588 | 0.07% | 0.07% | 379 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 37,609 | 3,585 | 0.05% | 0.05% | 380 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 37,706 | 3,567 | 0.71% | 0.71% | 381 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 37,594 | 3,555 | 0.23% | 0.23% | 382 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 37,648 | 3,543 | 0.24% | 0.24% | 383 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 36,964 | 3,490 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 36,863 | 3,486 | 1.72% | 1.72% | 385 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | No change | 36,205 | 3,444 | 0.06% | 0.06% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 36,406 | 3,442 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 36,326 | 3,435 | 0.04% | 0.04% | 388 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Columbus Macro, LLC | History | No change | 36,229 | 3,426 | 0.33% | 0.33% | 389 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Solstein Capital, LLC | History | No change | 36,208 | 3,424 | 1.17% | 1.17% | 390 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 35,628 | 3,369 | 0.29% | 0.29% | 391 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 35,500 | 3,357 | 0.11% | 0.11% | 392 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 35,209 | 3,329 | 1.36% | 1.36% | 393 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dorsey Wright & Associates | History | No change | 35,074 | 3,316 | 0.56% | 0.56% | 394 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVS HEALTH Corp | History | No change | 35,000 | 3,309 | 1.47% | 1.47% | 395 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 35,000 | 3,309 | 0.15% | 0.15% | 396 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WorthPointe, LLC | History | No change | 34,974 | 3,307 | 0.83% | 0.83% | 397 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blue Capital, Inc. | History | No change | 34,899 | 3,300 | 2.1% | 2.1% | 398 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 34,891 | 3,299 | 0.07% | 0.07% | 399 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 34,691 | 3,280 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 34,637 | 3,275 | 0.1% | 0.1% | 401 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Preferred, LLC | History | No change | 34,537 | 3,250 | 0.5% | 0.5% | 402 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 34,287 | 3,242 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TSA Wealth Managment LLC | History | No change | 34,182 | 3,232 | 0.91% | 0.91% | 404 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 36,078 | 3,222 | 0.32% | 0.32% | 405 | +1,031 | 2.94% | Q3 2026 | Oct 09, 2026 |
| Core Capital Management & Research, inc. | History | No change | 34,222 | 3,177 | 1.67% | 1.67% | 406 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Advisor OS, LLC | History | No change | 33,287 | 3,147 | 0.21% | 0.21% | 407 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 32,921 | 3,113 | 0.42% | 0.42% | 408 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 32,750 | 3,097 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 32,444 | 3,069 | 0.03% | 0.03% | 410 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 31,860 | 3,013 | 0.08% | 0.08% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 31,804 | 3,008 | 0.07% | 0.07% | 412 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 31,778 | 3,005 | 0.06% | 0.06% | 413 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 31,763 | 3,003 | 0.57% | 0.57% | 414 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Biltmore Wealth Management, LLC | History | No change | 31,350 | 2,964 | 0.93% | 0.93% | 415 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empowered Funds, LLC | History | No change | 31,387 | 2,958 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 31,107 | 2,941 | 0.03% | 0.03% | 417 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOP Private Wealth LLC. | History | No change | 30,812 | 2,913 | 2.79% | 2.79% | 418 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evergreen Private Wealth LLC | History | No change | 30,671 | 2,900 | 1.07% | 1.07% | 419 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Blueprint, LLC | History | No change | 30,647 | 2,898 | 0.14% | 0.14% | 420 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LWM ADVISORS INC | History | Reduced | 32,423 | 2,895 | 2.19% | 2.36% | 421 | -988 | -2.96% | Q3 2026 | Oct 08, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 30,539 | 2,888 | 1.58% | 1.58% | 422 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 30,535 | 2,887 | 0.53% | 0.53% | 423 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 30,487 | 2,883 | 0.07% | 0.07% | 424 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 30,470 | 2,881 | 0.15% | 0.15% | 425 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GenTrust, LLC | History | No change | 29,880 | 2,825 | 0.11% | 0.11% | 426 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lifeworks Advisors, LLC | History | No change | 29,786 | 2,816 | 0.29% | 0.29% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boltwood Capital Management | History | Added to | 31,290 | 2,794 | 0.63% | 0.66% | 428 | +922 | 3.04% | Q3 2026 | Oct 02, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 29,495 | 2,790 | 0.17% | 0.17% | 429 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABLE Financial Group, LLC | History | No change | 29,329 | 2,773 | 0.47% | 0.47% | 430 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VestGen Investment Management | History | No change | 29,260 | 2,767 | 1.47% | 1.47% | 431 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Erickson Financial Group, LLC | History | No change | 29,057 | 2,747 | 1.47% | 1.47% | 432 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Retirement, LLC | History | No change | 29,266 | 2,746 | 0.15% | 0.15% | 433 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CDKV HOLDINGS LLC | History | No change | 28,881 | 2,731 | 2.13% | 2.13% | 434 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 28,746 | 2,718 | 0.06% | 0.06% | 435 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 28,651 | 2,709 | 0.8% | 0.8% | 436 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sigma Planning Corp | History | No change | 28,294 | 2,675 | 0.07% | 0.07% | 437 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 27,904 | 2,639 | 0.18% | 0.18% | 438 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 27,869 | 2,635 | 0.83% | 0.83% | 439 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 28,030 | 2,635 | 0.35% | 0.35% | 440 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SageGuard Financial Group, LLC | History | No change | 27,738 | 2,623 | 0.37% | 0.37% | 441 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SEMITAM BONAM LLC | History | No change | 27,659 | 2,615 | 1.92% | 1.92% | 442 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sovran Advisors, LLC | History | No change | 27,886 | 2,609 | 0.19% | 0.19% | 443 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Autumn Glory Partners, LLC | History | No change | 27,227 | 2,574 | 0.73% | 0.73% | 444 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 354,106 | 2,551 | 1.4% | 1.4% | 445 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HCR Wealth Advisors | History | No change | 26,590 | 2,514 | 0.23% | 0.23% | 446 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 26,556 | 2,511 | 0.28% | 0.28% | 447 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Purus Wealth Management, LLC | History | No change | 26,461 | 2,502 | 0.69% | 0.69% | 448 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| United Advisor Group, LLC | History | No change | 26,369 | 2,493 | 0.26% | 0.26% | 449 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WBH ADVISORY INC | History | No change | 25,880 | 2,447 | 0.16% | 0.16% | 450 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TORONTO DOMINION BANK | History | No change | 25,767 | 2,436 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 26,160 | 2,428 | 0.14% | 0.14% | 452 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cypress Capital, LLC | History | No change | 25,276 | 2,390 | 0.65% | 0.65% | 453 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 25,250 | 2,387 | 0.16% | 0.16% | 454 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Man Group plc | History | No change | 25,220 | 2,385 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Q Fund Management (Hong Kong) Ltd | History | No change | 25,000 | 2,364 | 2.16% | 2.16% | 456 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ascent Group, LLC | History | No change | 24,882 | 2,353 | 0.07% | 0.07% | 457 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 24,839 | 2,349 | 0.24% | 0.24% | 458 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GeoWealth Management, LLC | History | No change | 24,500 | 2,317 | 0.07% | 0.07% | 459 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mount Lucas Management LP | History | No change | 24,494 | 2,316 | 0.83% | 0.83% | 460 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sowell Financial Services LLC | History | No change | 24,390 | 2,306 | 0.08% | 0.08% | 461 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Krilogy Financial LLC | History | No change | 24,020 | 2,271 | 0.07% | 0.07% | 462 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ETF Store, Inc. | History | No change | 23,876 | 2,257 | 1.89% | 1.89% | 463 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 23,644 | 2,236 | 0.41% | 0.41% | 464 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 23,627 | 2,234 | 0.05% | 0.05% | 465 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Advisors, LLC | History | No change | 23,561 | 2,228 | 0.21% | 0.21% | 466 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 24,821 | 2,216 | 0.38% | 0.39% | 467 | +478 | 1.96% | Q3 2026 | Oct 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 22,907 | 2,166 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management Group, Inc. | History | No change | 22,821 | 2,158 | 0.32% | 0.32% | 469 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JB Capital LLC | History | No change | 22,777 | 2,153 | 0.07% | 0.07% | 470 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savior LLC | History | No change | 22,642 | 2,141 | 6.14% | 6.14% | 471 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MARINER INVESTMENT GROUP LLC | History | No change | 22,596 | 2,136 | 0.46% | 0.46% | 472 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 22,018 | 2,082 | 0.41% | 0.41% | 473 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 21,943 | 2,075 | 0.79% | 0.79% | 474 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 21,855 | 2,066 | 0.12% | 0.12% | 475 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 21,547 | 2,037 | 0.07% | 0.07% | 476 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 5T Wealth, LLC | History | No change | 21,536 | 2,036 | 0.76% | 0.76% | 477 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| First International Bank of Israel Ltd. | History | No change | 21,374 | 2,021 | 0.55% | 0.55% | 478 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Formidable Asset Management, LLC | History | No change | 21,170 | 2,020 | 0.32% | 0.32% | 479 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 21,300 | 2,014 | 0.41% | 0.41% | 480 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Midwest Trust Co | History | No change | 21,197 | 2,004 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advyzon Investment Management, LLC | History | No change | 21,179 | 2,002 | 0.15% | 0.15% | 482 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DMC Group, LLC | History | No change | 21,025 | 1,988 | 1.36% | 1.36% | 483 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prism Advisors, Inc. | History | Added to | 21,929 | 1,961 | 0.49% | 0.38% | 484 | +5,510 | 33.56% | Q3 2026 | Oct 09, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 21,815 | 1,948 | 0.2% | 0.21% | 485 | -400 | -1.8% | Q3 2026 | Oct 05, 2026 |
| Raleigh Capital Management Inc. | History | No change | 20,440 | 1,932 | 0.62% | 0.62% | 486 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 20,416 | 1,930 | 0.99% | 0.99% | 487 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 20,380 | 1,927 | 1.29% | 1.29% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | No change | 20,137 | 1,904 | 1.67% | 1.67% | 489 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Titiun Yejiel | History | No change | 20,034 | 1,894 | 1.64% | 1.64% | 490 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Biondo Investment Advisors, LLC | History | No change | 19,965 | 1,888 | 0.23% | 0.23% | 491 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robinson Value Management, Ltd. | History | No change | 19,828 | 1,875 | 1.0% | 1.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 19,799 | 1,872 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Brown,Inc. | History | Added to | 20,878 | 1,864 | 0.49% | 0.51% | 494 | +679 | 3.36% | Q3 2026 | Oct 09, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 19,407 | 1,835 | 0.76% | 0.76% | 495 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 19,372 | 1,832 | 0.19% | 0.19% | 496 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prentice Wealth Management LLC | History | No change | 19,286 | 1,823 | 0.38% | 0.38% | 497 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Israel Discount Bank of New York | History | No change | 19,113 | 1,807 | 3.35% | 3.35% | 498 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FLP Wealth Management, LLC | History | No change | 18,828 | 1,780 | 3.17% | 3.17% | 499 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 18,572 | 1,756 | 0.08% | 0.08% | 500 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Csenge Advisory Group | History | No change | 18,264 | 1,727 | 0.07% | 0.07% | 501 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 18,142 | 1,715 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 18,052 | 1,707 | 0.54% | 0.54% | 503 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| United Asset Strategies, Inc. | History | No change | 17,951 | 1,697 | 0.12% | 0.12% | 504 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 17,936 | 1,696 | 0.1% | 0.1% | 505 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Matrix Trust Co | History | Reduced | 18,960 | 1,693 | 0.25% | 0.26% | 506 | -299 | -1.55% | Q3 2026 | Oct 07, 2026 |
| waypoint wealth counsel | History | No change | 17,784 | 1,681 | 1.05% | 1.05% | 507 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ferguson Shapiro LLC | History | No change | 17,543 | 1,659 | 0.49% | 0.49% | 508 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 17,422 | 1,647 | 0.1% | 0.1% | 509 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 17,400 | 1,645 | 0.81% | 0.81% | 510 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 17,370 | 1,642 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 17,230 | 1,629 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 17,198 | 1,626 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | No change | 17,055 | 1,612 | 0.04% | 0.04% | 514 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 16,898 | 1,598 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valtrion Capital Management, LLC | History | No change | 16,716 | 1,580 | 1.18% | 1.18% | 516 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 16,630 | 1,572 | 0.23% | 0.23% | 517 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 16,605 | 1,570 | 0.53% | 0.53% | 518 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| National Philanthropic Trust | History | No change | 16,432 | 1,553 | 0.02% | 0.02% | 519 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,373 | 1,548 | 0.02% | 0.02% | 520 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keebeck Wealth Management | History | No change | 16,342 | 1,545 | 0.15% | 0.15% | 521 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Entelevest, LLC | History | No change | 16,302 | 1,541 | 1.32% | 1.32% | 522 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Invst, LLC | History | No change | 16,282 | 1,539 | 0.15% | 0.15% | 523 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 16,444 | 1,532 | 0.23% | 0.23% | 524 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 16,089 | 1,521 | 0.06% | 0.06% | 525 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 16,036 | 1,516 | 0.12% | 0.12% | 526 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cadia Private Client LLC | History | No change | 15,846 | 1,498 | 1.07% | 1.07% | 527 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glaxis Capital Management, LLC | History | No change | 15,840 | 1,497 | 3.01% | 3.01% | 528 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | No change | 15,816 | 1,495 | 0.06% | 0.06% | 529 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 15,818 | 1,495 | 0.37% | 0.37% | 530 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 15,658 | 1,480 | 0.55% | 0.55% | 531 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 15,589 | 1,473 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 15,533 | 1,468 | 0.36% | 0.36% | 533 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,463 | 1,462 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 15,315 | 1,448 | 0.04% | 0.04% | 535 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 15,283 | 1,445 | 0.68% | 0.68% | 536 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 15,279 | 1,444 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 15,182 | 1,435 | 0.22% | 0.22% | 538 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clarity Financial LLC | History | No change | 15,086 | 1,426 | 0.12% | 0.12% | 539 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CABANA LLC | History | No change | 14,868 | 1,406 | 10.6% | 10.6% | 540 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 14,866 | 1,405 | 0.05% | 0.05% | 541 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 14,848 | 1,404 | 0.09% | 0.09% | 542 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Degree Advisors Inc | History | No change | 14,938 | 1,404 | 0.31% | 0.31% | 543 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 14,794 | 1,399 | 0.04% | 0.04% | 544 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 14,792 | 1,398 | 0.76% | 0.76% | 545 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wallace Advisory Group, LLC | History | No change | 14,669 | 1,387 | 1.3% | 1.3% | 546 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Generation Capital Management LLC | History | No change | 14,636 | 1,384 | 0.85% | 0.85% | 547 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | No change | 14,541 | 1,375 | 0.95% | 0.95% | 548 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 14,470 | 1,368 | 0.32% | 0.32% | 549 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IF Advisors, LLC | History | No change | 14,412 | 1,362 | 0.9% | 0.9% | 550 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dedeker Financial LLC | History | No change | 14,311 | 1,353 | 0.77% | 0.77% | 551 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 14,210 | 1,343 | 0.09% | 0.09% | 552 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,177 | 1,340 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCM ADVISORS, LLC | History | No change | 14,322 | 1,332 | 0.26% | 0.26% | 554 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,963 | 1,320 | 0.02% | 0.02% | 555 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 14,095 | 1,320 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 13,901 | 1,314 | 0.07% | 0.07% | 557 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summa Corp. | History | No change | 13,827 | 1,307 | 0.41% | 0.41% | 558 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUB Investment Partners, LLC | History | No change | 13,742 | 1,299 | 0.02% | 0.02% | 559 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 13,713 | 1,296 | 0.03% | 0.03% | 560 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 13,657 | 1,291 | 0.02% | 0.02% | 561 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LexAurum Advisors, LLC | History | No change | 13,578 | 1,284 | 0.15% | 0.15% | 562 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Zhang Financial LLC | History | No change | 13,571 | 1,283 | 0.04% | 0.04% | 563 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WCG Wealth Advisors LLC | History | No change | 13,568 | 1,283 | 0.03% | 0.03% | 564 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Center For Asset Management LLC | History | No change | 13,537 | 1,280 | 0.57% | 0.57% | 565 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 13,509 | 1,277 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 13,351 | 1,262 | 0.17% | 0.17% | 567 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 13,319 | 1,259 | 0.57% | 0.57% | 568 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 13,253 | 1,253 | 0.08% | 0.08% | 569 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 12,879 | 1,224 | 0.11% | 0.11% | 570 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redwood Investment Management, LLC | History | No change | 12,930 | 1,223 | 0.12% | 0.12% | 571 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 12,889 | 1,218 | 0.16% | 0.16% | 572 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 12,845 | 1,214 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 12,762 | 1,206 | 0.07% | 0.07% | 574 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 12,762 | 1,206 | 0.1% | 0.1% | 575 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 12,711 | 1,202 | 0.05% | 0.05% | 576 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EFG International AG | History | No change | 12,718 | 1,202 | 0.02% | 0.02% | 577 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,675 | 1,198 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 12,436 | 1,176 | 0.36% | 0.36% | 579 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integras Partners LLC | History | No change | 12,403 | 1,172 | 0.65% | 0.65% | 580 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 12,416 | 1,167 | 0.07% | 0.07% | 581 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 13,046 | 1,165 | 0.79% | 0.77% | 582 | +1,326 | 11.31% | Q3 2026 | Oct 09, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 12,317 | 1,164 | 0.16% | 0.16% | 583 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | No change | 12,134 | 1,147 | 0.04% | 0.04% | 584 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TriaGen Wealth Management LLC | History | No change | 12,098 | 1,144 | 0.29% | 0.29% | 585 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 11,976 | 1,132 | 0.01% | 0.01% | 586 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 11,955 | 1,130 | 0.66% | 0.66% | 587 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 11,883 | 1,123 | 0.2% | 0.2% | 588 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cosner Financial Group, LLC | History | No change | 11,834 | 1,119 | 0.57% | 0.57% | 589 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 11,665 | 1,103 | 0.12% | 0.12% | 590 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Forza Wealth Management, LLC | History | No change | 11,615 | 1,098 | 0.34% | 0.34% | 591 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 11,530 | 1,090 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,472 | 1,084 | 0.09% | 0.09% | 593 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookwood Investment Group LLC | History | No change | 11,456 | 1,083 | 0.12% | 0.12% | 594 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 11,449 | 1,082 | 0.58% | 0.58% | 595 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lewis Asset Management, LLC | History | No change | 11,418 | 1,079 | 0.38% | 0.38% | 596 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NDWM LLC | History | No change | 11,163 | 1,055 | 0.62% | 0.62% | 597 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Carr Financial Group Corp | History | No change | 11,053 | 1,045 | 0.24% | 0.24% | 598 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 10,952 | 1,035 | 0.27% | 0.27% | 599 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HANOVER ADVISORS INC | History | No change | 10,942 | 1,034 | 0.37% | 0.37% | 600 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | No change | 10,812 | 1,022 | 0.11% | 0.11% | 601 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,706 | 1,012 | 0.05% | 0.05% | 602 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 10,457 | 994 | 0.01% | 0.01% | 603 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Veltria Advisors Corp. | History | No change | 10,515 | 994 | 1.5% | 1.5% | 604 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 10,510 | 993 | 1.01% | 1.01% | 605 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 10,470 | 990 | 0.13% | 0.13% | 606 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 10,448 | 988 | 0.03% | 0.03% | 607 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 10,382 | 981 | 0.11% | 0.11% | 608 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREDIT AGRICOLE S A | History | No change | 10,245 | 968 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 10,144 | 959 | 0.12% | 0.12% | 610 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 10,043 | 949 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 10,033 | 948 | 0.43% | 0.43% | 612 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Texas Bank & Trust Co | History | No change | 10,010 | 946 | 0.31% | 0.31% | 613 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| King Wealth Management Group | History | No change | 9,980 | 944 | 0.1% | 0.1% | 614 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 9,945 | 940 | 0.4% | 0.4% | 615 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Moors & Cabot, Inc. | History | No change | 9,931 | 939 | 0.04% | 0.04% | 616 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 9,882 | 934 | 0.25% | 0.25% | 617 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 9,859 | 932 | 0.15% | 0.15% | 618 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 1,460,500 | 928 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 9,769 | 923 | 0.06% | 0.06% | 620 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Paladin Partners, LLC | History | No change | 10,226 | 913 | 0.56% | 0.64% | 621 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 9,649 | 912 | 0.02% | 0.02% | 622 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,628 | 910 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Benin Management CORP | History | No change | 9,555 | 903 | 0.18% | 0.18% | 624 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 9,492 | 897 | 0.05% | 0.05% | 625 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 9,370 | 886 | 0.05% | 0.05% | 626 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 9,326 | 881 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 9,304 | 879 | 0.07% | 0.07% | 628 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 9,271 | 877 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 9,238 | 873 | 0.13% | 0.13% | 630 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 9,122 | 862 | 0.03% | 0.03% | 631 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Two West Capital Advisors LLC | History | No change | 9,212 | 861 | 0.43% | 0.43% | 632 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TCP Asset Management, LLC | History | No change | 9,076 | 858 | 0.1% | 0.1% | 633 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Addis & Hill, Inc | History | No change | 9,078 | 858 | 0.47% | 0.47% | 634 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tandem Financial, LLC | History | No change | 9,035 | 854 | 0.26% | 0.26% | 635 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 9,034 | 854 | 0.2% | 0.2% | 636 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 8,983 | 849 | 0.02% | 0.02% | 637 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 8,987 | 849 | 0.27% | 0.27% | 638 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 8,856 | 841 | 0.05% | 0.05% | 639 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Roundview Capital LLC | History | No change | 8,839 | 835 | 0.05% | 0.05% | 640 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,789 | 831 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK HAPOALIM BM | History | No change | 8,777 | 830 | 0.06% | 0.06% | 642 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 8,685 | 821 | 0.38% | 0.38% | 643 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FDx Advisors, Inc. | History | No change | 8,655 | 818 | 0.25% | 0.25% | 644 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 8,508 | 804 | 0.02% | 0.02% | 645 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fiduciary Alliance LLC | History | No change | 8,512 | 804 | 0.05% | 0.05% | 646 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NWAM LLC | History | No change | 8,433 | 797 | 0.04% | 0.04% | 647 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 8,388 | 793 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 8,362 | 790 | 1.03% | 1.03% | 649 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 8,326 | 787 | 0.01% | 0.01% | 650 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 8,308 | 785 | 0.04% | 0.04% | 651 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 8,217 | 777 | 0.01% | 0.01% | 652 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LightSquare Wealth Management, LLC | History | No change | 8,216 | 776 | 0.53% | 0.53% | 653 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 8,180 | 773 | 0.2% | 0.2% | 654 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apella Capital, LLC | History | Added to | 8,554 | 762 | 0.01% | 0.01% | 655 | +40 | 0.47% | Q3 2026 | Oct 08, 2026 |
| Legacy Private Trust Co. | History | Reduced | 8,493 | 758 | 0.04% | 0.08% | 656 | -6,395 | -42.95% | Q3 2026 | Oct 06, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,037 | 758 | 0.04% | 0.04% | 657 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 7,922 | 749 | 0.01% | 0.01% | 658 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advance Capital Management, Inc. | History | No change | 7,876 | 744 | 0.02% | 0.02% | 659 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| International Private Wealth Advisors LLC | History | No change | 7,826 | 740 | 0.38% | 0.38% | 660 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 8,234 | 735 | 0.02% | 0.02% | 661 | +613 | 8.04% | Q3 2026 | Oct 05, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 7,750 | 732 | 0.02% | 0.02% | 662 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,744 | 732 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 7,713 | 729 | 0.35% | 0.35% | 664 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,040 | 718 | 0.02% | 0.01% | 665 | +5,159 | 179.07% | Q3 2026 | Oct 08, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,015 | 715 | 0.05% | 0.05% | 666 | +333 | 4.33% | Q3 2026 | Oct 08, 2026 |
| KG Capital Management | History | No change | 7,560 | 714 | 0.42% | 0.42% | 667 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitlin John, LLC | History | No change | 7,549 | 713 | 0.39% | 0.39% | 668 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Narus Financial Partners, LLC | History | No change | 7,528 | 711 | 0.18% | 0.18% | 669 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,420 | 701 | 0.03% | 0.03% | 670 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 7,399 | 699 | 0.24% | 0.24% | 671 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 7,329 | 693 | 0.03% | 0.03% | 672 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 7,318 | 692 | 0.07% | 0.07% | 673 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 7,295 | 689 | 0.02% | 0.02% | 674 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Orcam Financial Group | History | No change | 7,278 | 688 | 0.34% | 0.34% | 675 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 7,265 | 687 | 0.13% | 0.13% | 676 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 7,242 | 684 | 0.01% | 0.01% | 677 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Core Wealth Partners LLC | History | No change | 7,201 | 680 | 0.29% | 0.29% | 678 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORDEN GROUP LLC | History | No change | 7,064 | 668 | 0.05% | 0.05% | 679 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Banque Transatlantique SA | History | No change | 6,997 | 661 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockingstone Advisors LLC | History | No change | 6,955 | 657 | 0.26% | 0.26% | 681 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 6,917 | 654 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedminster, LLC | History | No change | 6,917 | 654 | 0.56% | 0.56% | 683 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 6,890 | 651 | 0.02% | 0.02% | 684 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hamilton Capital, LLC | History | Added to | 7,223 | 645 | 0.04% | 0.03% | 685 | +1,120 | 18.35% | Q3 2026 | Oct 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,784 | 641 | 0.04% | 0.04% | 686 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 6,770 | 640 | 0.1% | 0.1% | 687 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 6,746 | 637 | 0.3% | 0.3% | 688 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brickley Wealth Management | History | No change | 6,723 | 635 | 0.09% | 0.09% | 689 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 6,682 | 631 | 0.34% | 0.34% | 690 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Seelaus Asset Management LLC | History | No change | 6,665 | 630 | 0.44% | 0.44% | 691 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,662 | 629 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARWA LLC | History | No change | 6,707 | 628 | 0.26% | 0.26% | 693 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 6,625 | 626 | 0.36% | 0.36% | 694 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,619 | 626 | 0.01% | 0.01% | 695 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 6,620 | 626 | 0.06% | 0.06% | 696 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Advisors Inc. | History | No change | 6,571 | 621 | 0.11% | 0.11% | 697 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 6,567 | 621 | 0.17% | 0.17% | 698 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 6,471 | 615 | 0.67% | 0.67% | 699 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 6,495 | 614 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 6,397 | 604 | 0.03% | 0.03% | 701 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Faithward Advisors, LLC | History | No change | 6,388 | 604 | 0.07% | 0.07% | 702 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winthrop Capital Management, LLC | History | No change | 6,323 | 598 | 0.14% | 0.14% | 703 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 6,310 | 596 | 0.03% | 0.03% | 704 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| City Center Advisors, LLC | History | Added to | 6,595 | 588 | 0.45% | 0.45% | 706 | +748 | 12.79% | Q3 2026 | Oct 07, 2026 |
| Archer Investment Corp | History | No change | 6,221 | 588 | 0.12% | 0.12% | 705 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 6,551 | 585 | 0.15% | 0.35% | 707 | -7,805 | -54.37% | Q3 2026 | Oct 08, 2026 |
| Vectors Research Management, LLC | History | No change | 6,165 | 583 | 0.15% | 0.15% | 708 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 6,159 | 582 | 0.39% | 0.39% | 709 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,153 | 581 | 0.01% | 0.01% | 710 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | No change | 6,146 | 581 | 0.02% | 0.02% | 711 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,145 | 581 | 0.01% | 0.01% | 712 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HORAN Wealth, LLC | History | No change | 6,114 | 578 | 0.07% | 0.07% | 713 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 6,063 | 573 | 0.21% | 0.21% | 714 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 6,066 | 573 | 0.11% | 0.11% | 715 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 6,060 | 573 | 0.26% | 0.26% | 716 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Claro Advisors Inc. | History | No change | 6,041 | 571 | 0.06% | 0.06% | 717 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 6,026 | 569 | 0.09% | 0.09% | 718 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Andina Capital Management, LLC | History | No change | 5,954 | 563 | 0.91% | 0.91% | 719 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 5,982 | 562 | 0.37% | 0.37% | 720 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 5,931 | 560 | 0.03% | 0.03% | 721 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,870 | 555 | 0.07% | 0.07% | 722 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| E&G Advisors, LLC | History | No change | 5,762 | 544 | 0.11% | 0.11% | 723 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Headlands Technologies LLC | History | No change | 5,737 | 542 | 0.06% | 0.06% | 724 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Detalus Advisors, LLC | History | No change | 5,722 | 541 | 0.11% | 0.11% | 725 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kinloch Capital, LLC | History | No change | 5,722 | 541 | 0.2% | 0.2% | 726 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 5,731 | 541 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 5,715 | 540 | 0.09% | 0.09% | 728 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global View Capital Management LLC | History | No change | 5,702 | 539 | 0.11% | 0.11% | 729 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 5,658 | 535 | 0.82% | 0.82% | 730 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 5,656 | 534 | 0.03% | 0.03% | 731 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triumph Capital Management | History | No change | 5,625 | 531 | 0.1% | 0.1% | 732 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 5,600 | 529 | 0.3% | 0.3% | 733 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 5,587 | 528 | 0.05% | 0.05% | 734 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| XY Planning Network, Inc. | History | No change | 5,562 | 525 | 0.07% | 0.07% | 735 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 5,517 | 521 | 0.01% | 0.01% | 736 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Montecito Bank & Trust | History | Added to | 5,832 | 520 | 0.08% | 0.07% | 737 | +578 | 11.0% | Q3 2026 | Oct 01, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 5,400 | 510 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,399 | 510 | 0.02% | 0.02% | 739 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 5,391 | 509 | 0.1% | 0.1% | 740 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,387 | 509 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlTi Global, Inc. | History | No change | 5,373 | 508 | 0.01% | 0.01% | 742 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 5,300 | 501 | 0.07% | 0.07% | 743 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 5,234 | 495 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 5,239 | 495 | 0.08% | 0.08% | 745 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 5,501 | 491 | 0.01% | 0.01% | 746 | -553 | -9.13% | Q3 2026 | Oct 08, 2026 |
| M3 Advisory Group, LLC | History | No change | 5,199 | 491 | 0.25% | 0.25% | 747 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cresta Advisors, Ltd. | History | No change | 5,140 | 486 | 0.17% | 0.17% | 748 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Innova Wealth Partners | History | No change | 5,136 | 485 | 0.2% | 0.2% | 749 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 5,099 | 482 | 0.12% | 0.12% | 750 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Asset Management One Co., Ltd. | History | No change | 5,096 | 481 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHARPEPOINT LLC | History | No change | 5,091 | 481 | 0.24% | 0.24% | 752 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Callan Family Office, LLC | History | No change | 5,030 | 475 | 0.01% | 0.01% | 753 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Omnia Family Wealth, LLC | History | No change | 5,000 | 472 | 0.13% | 0.13% | 754 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Facet Wealth, Inc. | History | No change | 4,983 | 471 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 4,972 | 470 | 0.05% | 0.05% | 756 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ducere Wealth Management LLC | History | No change | 4,954 | 468 | 0.14% | 0.14% | 757 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 4,936 | 466 | 0.26% | 0.26% | 758 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Intergy Private Wealth, LLC | History | No change | 4,887 | 462 | 0.11% | 0.11% | 759 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Maia Wealth LLC | History | No change | 4,895 | 462 | 0.07% | 0.07% | 760 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,867 | 460 | 0.01% | 0.01% | 761 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 4,830 | 460 | 0.33% | 0.33% | 762 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 4,835 | 457 | 0.01% | 0.01% | 763 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisors, LLC | History | No change | 4,798 | 453 | 0.01% | 0.01% | 764 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 4,740 | 448 | 0.02% | 0.02% | 765 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,726 | 446 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DKM Wealth Management, Inc. | History | No change | 4,702 | 444 | 0.29% | 0.29% | 767 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SouthState Bank Corp | History | No change | 4,619 | 436 | 0.02% | 0.02% | 768 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tyche Wealth Partners LLC | History | No change | 4,601 | 435 | 0.06% | 0.06% | 769 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,572 | 432 | 0.01% | 0.01% | 770 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Markin Asset Management, LP | History | No change | 4,578 | 432 | 0.37% | 0.37% | 771 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 4,549 | 430 | 0.28% | 0.28% | 772 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 4,496 | 425 | 0.05% | 0.05% | 773 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Legacy PCG, LLC | History | No change | 4,576 | 424 | 2.05% | 2.05% | 774 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEEDS INVESTOR LLC | History | No change | 4,474 | 423 | 0.04% | 0.04% | 775 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Axis Wealth Partners, LLC | History | No change | 4,473 | 423 | 0.2% | 0.2% | 776 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4,469 | 422 | 0.02% | 0.02% | 777 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Net Worth Advisory Group | History | No change | 4,460 | 421 | 0.11% | 0.11% | 778 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 4,445 | 420 | 0.11% | 0.11% | 779 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CWC Advisors, LLC. | History | No change | 4,386 | 414 | 0.18% | 0.18% | 780 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,626 | 413 | 0.01% | 0.03% | 781 | -8,323 | -64.28% | Q3 2026 | Oct 08, 2026 |
| M&T BANK CORP | History | No change | 4,363 | 412 | 0.0% | 0.0% | 782 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trek Financial, LLC | History | No change | 4,362 | 412 | 0.02% | 0.02% | 783 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 4,304 | 407 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4,296 | 406 | 0.17% | 0.17% | 785 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 4,289 | 405 | 0.03% | 0.03% | 786 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Wealth Advisors, LLC | History | No change | 4,262 | 403 | 0.04% | 0.04% | 787 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Realta Investment Advisors | History | No change | 4,243 | 401 | 0.12% | 0.12% | 788 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | No change | 4,230 | 400 | 0.05% | 0.05% | 789 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial & Tax Architects, LLC | History | No change | 4,171 | 394 | 0.08% | 0.08% | 790 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 4,166 | 394 | 0.03% | 0.03% | 791 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,160 | 393 | 0.04% | 0.04% | 792 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berger Financial Group, Inc | History | No change | 4,138 | 391 | 0.02% | 0.02% | 793 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 4,113 | 388 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UMB Bank, n.a. | History | No change | 4,095 | 387 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 4,100 | 387 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,076 | 385 | 0.0% | 0.0% | 797 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EJMK Ventures LLC | History | No change | 4,043 | 382 | 0.17% | 0.17% | 798 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 4,000 | 378 | 0.04% | 0.04% | 799 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HBK Sorce Advisory LLC | History | No change | 4,040 | 376 | 0.01% | 0.01% | 800 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Advisors, LLC | History | No change | 3,983 | 376 | 0.03% | 0.03% | 801 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 3,969 | 375 | 0.21% | 0.21% | 802 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Financial Advisors, LLC | History | No change | 3,960 | 374 | 0.05% | 0.05% | 803 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 3,954 | 373 | 0.03% | 0.03% | 804 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 4,187 | 372 | 0.05% | 0.06% | 805 | +11 | 0.26% | Q3 2026 | Oct 08, 2026 |
| Hobart Private Capital, LLC | History | No change | 3,906 | 369 | 0.06% | 0.06% | 806 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 3,904 | 369 | 0.09% | 0.09% | 807 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 3,860 | 365 | 0.01% | 0.01% | 808 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 3,836 | 362 | 0.14% | 0.14% | 809 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Verdence Capital Advisors LLC | History | No change | 3,820 | 361 | 0.02% | 0.02% | 810 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENTREWEALTH, LLC | History | No change | 3,892 | 361 | 0.13% | 0.13% | 811 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 3,793 | 358 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 3,789 | 358 | 0.08% | 0.08% | 813 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AlphaCentric Advisors LLC | History | No change | 3,755 | 355 | 0.3% | 0.3% | 814 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,748 | 354 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 3,752 | 354 | 0.01% | 0.01% | 816 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Braeburn Wealth Management LLC | History | No change | 3,726 | 352 | 0.15% | 0.15% | 817 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lunt Capital Management, Inc. | History | No change | 3,717 | 351 | 0.13% | 0.13% | 818 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 3,717 | 351 | 0.12% | 0.12% | 819 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 3,708 | 350 | 0.17% | 0.17% | 820 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SVB WEALTH LLC | History | No change | 3,701 | 350 | 0.02% | 0.02% | 821 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 3,723 | 348 | 0.04% | 0.04% | 822 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,686 | 348 | 0.01% | 0.01% | 823 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 3,670 | 347 | 0.21% | 0.21% | 824 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 3,651 | 345 | 0.15% | 0.15% | 825 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NBT BANK, N.A. | History | No change | 3,627 | 343 | 0.02% | 0.02% | 826 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRIGHTON JONES LLC | History | No change | 3,618 | 342 | 0.01% | 0.01% | 827 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 3,626 | 342 | 0.07% | 0.07% | 828 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tull Financial Group, Inc. | History | No change | 3,605 | 340 | 0.13% | 0.13% | 829 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 3,603 | 340 | 0.08% | 0.08% | 830 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 3,577 | 338 | 0.21% | 0.21% | 831 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 3,522 | 333 | 0.11% | 0.11% | 832 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 3,528 | 333 | 0.02% | 0.02% | 833 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Venturi Wealth Management, LLC | History | No change | 3,510 | 331 | 0.01% | 0.01% | 834 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legacy Trust | History | No change | 3,500 | 330 | 0.06% | 0.06% | 835 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 3,479 | 329 | 0.07% | 0.07% | 836 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ignite Planners, LLC | History | No change | 3,477 | 328 | 0.04% | 0.04% | 837 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crewe Advisors LLC | History | No change | 3,464 | 327 | 0.02% | 0.02% | 838 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Independent Family Office, LLC | History | No change | 3,444 | 325 | 0.13% | 0.13% | 839 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 3,389 | 320 | 0.05% | 0.05% | 840 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,378 | 319 | 0.01% | 0.01% | 841 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 3,394 | 319 | 0.12% | 0.12% | 842 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3,371 | 318 | 0.05% | 0.05% | 843 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 3,405 | 317 | 0.09% | 0.09% | 844 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WNY Asset Management, LLC | History | No change | 3,347 | 316 | 0.03% | 0.03% | 845 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,332 | 315 | 0.01% | 0.01% | 846 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,325 | 314 | 0.0% | 0.0% | 847 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthTrak Capital Management LLC | History | No change | 3,314 | 313 | 0.21% | 0.21% | 848 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,267 | 308 | 0.08% | 0.08% | 849 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Alpha, LLC | History | No change | 3,244 | 306 | 0.01% | 0.01% | 850 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 3,244 | 306 | 0.02% | 0.02% | 851 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 3,246 | 306 | 0.05% | 0.05% | 852 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 3,241 | 306 | 0.08% | 0.08% | 853 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FC Advisory LLC | History | Added to | 3,406 | 304 | 0.08% | 0.08% | 855 | +147 | 4.51% | Q3 2026 | Oct 05, 2026 |
| Patten Group, Inc. | History | No change | 3,218 | 304 | 0.05% | 0.05% | 854 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 3,217 | 304 | 0.13% | 0.13% | 856 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tactive Advisors, LLC | History | New | 3,386 | 302 | 0.07% | — | 858 | +3,386 | New | Q3 2026 | Oct 08, 2026 |
| Hudson Capital Management LLC | History | No change | 3,199 | 302 | 0.07% | 0.07% | 857 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KPP Advisory Services LLC | History | No change | 3,183 | 301 | 0.04% | 0.04% | 859 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 3,173 | 300 | 0.25% | 0.25% | 860 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 3,176 | 300 | 0.13% | 0.13% | 861 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| F/m Investments LLC | History | No change | 3,169 | 299 | 0.02% | 0.02% | 862 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Second Half Financial Partners, LLC | History | No change | 3,163 | 299 | 0.12% | 0.12% | 863 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bramshill Investments, LLC | History | No change | 3,155 | 298 | 0.02% | 0.02% | 864 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 3,138 | 296 | 0.04% | 0.04% | 865 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 3,131 | 296 | 0.03% | 0.03% | 866 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 3,130 | 295 | 0.09% | 0.09% | 867 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 3,099 | 293 | 0.19% | 0.19% | 868 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 3,085 | 292 | 0.01% | 0.01% | 869 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RDA Financial Network | History | No change | 3,070 | 290 | 0.06% | 0.06% | 870 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Investment Advisory Group, LLC | History | No change | 3,073 | 290 | 0.06% | 0.06% | 871 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 3,040 | 287 | 0.09% | 0.09% | 872 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 3,000 | 283 | 0.07% | 0.07% | 873 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,987 | 282 | 0.07% | 0.07% | 874 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,940 | 278 | 0.02% | 0.02% | 875 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 2,944 | 278 | 0.09% | 0.09% | 876 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 2,909 | 277 | 0.05% | 0.05% | 877 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hilltop Holdings Inc. | History | No change | 2,925 | 276 | 0.02% | 0.02% | 878 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 2,919 | 276 | 0.2% | 0.2% | 879 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 4J Wealth Management LLC | History | No change | 2,912 | 275 | 0.13% | 0.13% | 880 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Northwest Financial Advisors | History | No change | 2,917 | 275 | 0.04% | 0.04% | 881 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PCM Encore, LLC | History | No change | 2,901 | 274 | 0.05% | 0.05% | 882 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 2,896 | 273 | 0.1% | 0.1% | 883 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VVR Holdings LLC | History | No change | 2,814 | 266 | 0.12% | 0.12% | 884 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rathbones Group PLC | History | No change | 2,797 | 264 | 0.0% | 0.0% | 885 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stelac Advisory Services LLC | History | No change | 2,790 | 263 | 0.05% | 0.05% | 886 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rede Wealth, LLC | History | No change | 2,768 | 261 | 0.09% | 0.09% | 887 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keystone Global Partners, LLC | History | No change | 2,752 | 260 | 0.1% | 0.1% | 888 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 2,756 | 260 | 0.04% | 0.04% | 889 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 2,754 | 260 | 0.15% | 0.15% | 890 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 2,730 | 258 | 0.07% | 0.07% | 891 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LongView Wealth Management | History | No change | 2,728 | 257 | 0.07% | 0.07% | 892 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ridgewood Investments LLC | History | Reduced | 2,862 | 255 | 0.09% | 0.1% | 893 | -49 | -1.68% | Q3 2026 | Oct 05, 2026 |
| Carrera Capital Advisors | History | No change | 2,693 | 254 | 0.04% | 0.04% | 894 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FORBES J M & CO LLP | History | No change | 2,672 | 252 | 0.02% | 0.02% | 895 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 2,664 | 251 | 0.08% | 0.08% | 896 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Winch Advisory Services, LLC | History | No change | 2,621 | 247 | 0.05% | 0.05% | 897 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sun Group Wealth Partners | History | No change | 2,618 | 247 | 0.17% | 0.17% | 898 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 2,764 | 246 | 0.14% | 0.15% | 899 | +7 | 0.25% | Q3 2026 | Oct 08, 2026 |
| MONECO ADVISORS, LLC | History | No change | 2,610 | 246 | 0.02% | 0.02% | 900 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 2,600 | 245 | 0.09% | 0.09% | 901 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | No change | 2,596 | 245 | 0.01% | 0.01% | 902 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Red Door Wealth Management, LLC | History | No change | 2,561 | 242 | 0.02% | 0.02% | 903 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,569 | 242 | 0.03% | 0.03% | 904 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TopTier Wealth Management, LLC | History | No change | 2,557 | 241 | 0.15% | 0.15% | 905 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Continuum Advisory, LLC | History | No change | 2,544 | 240 | 0.02% | 0.02% | 906 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Phillips Wealth Planners LLC | History | No change | 2,565 | 240 | 0.18% | 0.18% | 907 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McAdam, LLC | History | No change | 2,532 | 239 | 0.01% | 0.01% | 908 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 2,520 | 238 | 0.14% | 0.14% | 909 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SYON CAPITAL LLC | History | No change | 2,509 | 237 | 0.01% | 0.01% | 910 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 2,506 | 236 | 0.0% | 0.0% | 911 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 2,500 | 236 | 0.03% | 0.03% | 912 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Solutions Group, LLC | History | No change | 2,505 | 236 | 0.08% | 0.08% | 913 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 2,490 | 235 | 0.05% | 0.05% | 914 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Town Capital LLC | History | No change | 2,481 | 234 | 0.15% | 0.15% | 915 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Embree Financial Group | History | No change | 2,484 | 234 | 0.02% | 0.02% | 916 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keeler Thomas Management LLC | History | No change | 2,466 | 233 | 0.08% | 0.08% | 917 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 2,474 | 233 | 0.16% | 0.16% | 918 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 2,463 | 232 | 0.08% | 0.08% | 919 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 2,460 | 232 | 0.15% | 0.15% | 920 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 2,446 | 231 | 0.01% | 0.01% | 921 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,453 | 231 | 0.06% | 0.06% | 922 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WELCH & FORBES LLC | History | No change | 2,416 | 228 | 0.0% | 0.0% | 923 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Permanent Capital Management, LP | History | No change | 2,413 | 228 | 0.03% | 0.03% | 924 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 2,512 | 224 | 0.05% | 0.06% | 925 | -87 | -3.35% | Q3 2026 | Oct 07, 2026 |
| Breakwater Capital Group | History | Reduced | 2,507 | 223 | 0.03% | 0.09% | 926 | -5,063 | -66.88% | Q3 2026 | Oct 08, 2026 |
| SigFig Wealth Management, LLC | History | New | 2,502 | 223 | 0.01% | — | 927 | +2,502 | New | Q3 2026 | Oct 07, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 2,337 | 221 | 0.07% | 0.07% | 928 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,331 | 220 | 0.0% | 0.0% | 929 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Professional Financial Advisors, LLC | History | No change | 2,331 | 220 | 0.04% | 0.04% | 930 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mirabaud & Cie SA | History | No change | 2,325 | 219 | 0.09% | 0.09% | 931 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,320 | 219 | 0.15% | 0.15% | 932 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 2,313 | 218 | 0.01% | 0.01% | 933 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MONEYWISE, INC. | History | No change | 2,313 | 218 | 0.08% | 0.08% | 934 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Diligent Investors, LLC | History | No change | 2,294 | 216 | 0.05% | 0.05% | 935 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 2,286 | 216 | 0.03% | 0.03% | 936 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 2,267 | 214 | 0.09% | 0.09% | 937 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 2,253 | 213 | 0.14% | 0.14% | 938 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Piscataqua Savings Bank | History | No change | 2,256 | 213 | 0.14% | 0.14% | 939 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 2,253 | 213 | 0.07% | 0.07% | 940 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 2,255 | 213 | 0.18% | 0.18% | 941 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BankPlus Wealth Management LLC | History | No change | 2,259 | 213 | 0.1% | 0.1% | 942 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Palisade Asset Management, LLC | History | No change | 2,250 | 212 | 0.02% | 0.02% | 943 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Glenview Trust Co | History | No change | 2,234 | 211 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,224 | 210 | 0.03% | 0.03% | 945 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINTRA WEALTH, LLC | History | No change | 2,256 | 210 | 0.01% | 0.01% | 946 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 2,256 | 210 | 0.04% | 0.04% | 947 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| XXI WEALTH, LLC | History | No change | 2,227 | 210 | 0.1% | 0.1% | 948 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Busey Bank | History | No change | 2,214 | 209 | 0.01% | 0.01% | 949 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JCIC Asset Management Inc. | History | No change | 2,145 | 204 | 0.06% | 0.06% | 950 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 2,160 | 204 | 0.12% | 0.12% | 951 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 2,132 | 201 | 0.03% | 0.03% | 952 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 2,134 | 201 | 0.04% | 0.04% | 953 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ruggiero Investments, Inc. | History | No change | 2,132 | 201 | 0.17% | 0.17% | 954 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 2,116 | 200 | 0.03% | 0.03% | 955 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avantra Family Wealth, Inc. | History | No change | 2,116 | 200 | 0.13% | 0.13% | 956 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BAYBAN | History | No change | 2,100 | 198 | 0.15% | 0.15% | 957 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 2,052 | 194 | 0.11% | 0.11% | 958 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Copia Wealth Management | History | No change | 1,922 | 181 | 0.11% | 0.11% | 959 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dogwood Wealth Management LLC | History | No change | 1,866 | 176 | 0.07% | 0.07% | 960 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BOKF, NA | History | No change | 1,852 | 175 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transce3nd, LLC | History | No change | 1,784 | 167 | 1.47% | 1.47% | 962 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,706 | 161 | 0.01% | 0.01% | 963 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCF Advisors LLC | History | No change | 1,704 | 161 | 0.01% | 0.01% | 964 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 1,648 | 156 | 0.09% | 0.09% | 965 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,646 | 155 | 0.06% | 0.06% | 966 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 1,622 | 153 | 0.0% | 0.0% | 967 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,585 | 149 | 0.0% | 0.0% | 968 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,563 | 148 | 0.01% | 0.01% | 969 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mechanics Financial Corp | History | No change | 1,510 | 142 | 0.05% | 0.05% | 970 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,474 | 139 | 0.0% | 0.0% | 971 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,437 | 135 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,437 | 135 | 0.02% | 0.02% | 973 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,390 | 131 | 0.01% | 0.01% | 974 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,365 | 129 | 0.01% | 0.01% | 975 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,374 | 129 | 0.04% | 0.04% | 976 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,354 | 128 | 0.01% | 0.01% | 977 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,427 | 127 | 0.06% | 0.07% | 979 | -266 | -15.71% | Q3 2026 | Oct 01, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,344 | 127 | 0.03% | 0.03% | 978 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,286 | 121 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOWE & RUSLING INC | History | No change | 1,241 | 117 | 0.01% | 0.01% | 981 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,242 | 117 | 0.02% | 0.02% | 982 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,231 | 116 | 0.06% | 0.06% | 983 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,211 | 114 | 0.01% | 0.01% | 984 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,202 | 113 | 0.0% | 0.0% | 985 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,196 | 113 | 0.02% | 0.02% | 986 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Vision Retirement, LLC | History | No change | 1,117 | 105 | 0.03% | 0.03% | 987 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BFSG, LLC | History | No change | 1,098 | 103 | 0.01% | 0.01% | 988 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Finley Financial, LLC | History | No change | 1,050 | 99 | 0.04% | 0.04% | 989 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,036 | 97 | 0.04% | 0.04% | 990 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,019 | 96 | 0.0% | 0.0% | 991 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,013 | 95 | 0.01% | 0.01% | 992 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Activest Wealth Management | History | No change | 990 | 93 | 0.02% | 0.02% | 993 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Forum Finance Group S.A. | History | No change | 1,215 | 93 | 0.03% | 0.03% | 994 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 943 | 89 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NVWM, LLC | History | No change | 914 | 86 | 0.02% | 0.02% | 996 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 879 | 83 | 0.0% | 0.0% | 997 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group LLC | History | No change | 881 | 83 | 0.01% | 0.01% | 998 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 12,606 | 81 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 827 | 78 | 0.01% | 0.01% | 1000 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Graney & King, LLC | History | No change | 805 | 76 | 0.03% | 0.03% | 1001 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 788 | 74 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pflug Koory, LLC | History | No change | 761 | 71 | 0.03% | 0.03% | 1003 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BankChampaign, National Association | History | No change | 758 | 71 | 0.05% | 0.05% | 1004 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 742 | 70 | 0.06% | 0.06% | 1005 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 726 | 68 | 0.01% | 0.01% | 1006 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 714 | 67 | 0.0% | 0.0% | 1007 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Lavaca Capital LLC | History | No change | 670 | 63 | 0.01% | 0.01% | 1008 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | No change | 653 | 61 | 0.01% | 0.01% | 1009 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 623 | 58 | 0.0% | 0.0% | 1010 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Colonial Trust Co / SC | History | No change | 608 | 57 | 0.01% | 0.01% | 1011 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 606 | 57 | 0.02% | 0.02% | 1012 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 591 | 55 | 0.0% | 0.0% | 1013 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPL Wealth Management, LLC | History | No change | 589 | 55 | 0.01% | 0.01% | 1014 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFS Partners, LLC | History | No change | 567 | 53 | 0.02% | 0.02% | 1015 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hartford Financial Management Inc. | History | No change | 521 | 49 | 0.01% | 0.01% | 1016 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Powell Investment Advisors, LLC | History | No change | 524 | 49 | 0.02% | 0.02% | 1017 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 499 | 47 | 0.01% | 0.01% | 1018 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 503 | 47 | 0.0% | 0.0% | 1019 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REYL & Cie S.A. | History | No change | 490 | 46 | 0.05% | 0.05% | 1020 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 460 | 43 | 0.01% | 0.01% | 1021 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | Added to | 469 | 42 | 0.0% | 0.0% | 1022 | +126 | 36.73% | Q3 2026 | Oct 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 446 | 42 | 0.0% | 0.0% | 1023 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 458 | 40 | 0.0% | — | 1024 | +458 | New | Q3 2026 | Oct 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 415 | 39 | 0.0% | 0.0% | 1025 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairscale Capital, LLC | History | No change | 409 | 38 | 0.02% | 0.02% | 1026 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 399 | 37 | 0.0% | 0.0% | 1027 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 400 | 37 | 0.0% | 0.0% | 1028 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Y.D. More Investments Ltd | History | No change | 400 | 37 | 0.0% | 0.0% | 1029 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 395 | 37 | 0.01% | 0.01% | 1030 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROGCO, LP | History | No change | 376 | 35 | 0.01% | 0.01% | 1031 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rossby Financial, LCC | History | No change | 380 | 35 | 0.01% | 0.01% | 1032 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 357 | 33 | 0.01% | 0.01% | 1033 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 357 | 33 | 0.01% | 0.01% | 1034 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 337 | 31 | 0.0% | 0.0% | 1035 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BankPlus Trust Department | History | No change | 335 | 31 | 0.01% | 0.01% | 1036 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RED REEF ADVISORS LLC | History | No change | 337 | 31 | 0.03% | 0.03% | 1037 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 329 | 30 | 0.0% | 0.0% | 1038 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 318 | 30 | 0.01% | 0.01% | 1039 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 325 | 30 | 0.01% | 0.01% | 1040 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 309 | 29 | 0.01% | 0.01% | 1041 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 297 | 28 | 0.0% | 0.0% | 1042 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | No change | 285 | 28 | 0.03% | 0.03% | 1043 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 305 | 28 | 0.0% | 0.0% | 1044 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Counsel, Inc | History | No change | 295 | 27 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aspect Partners, LLC | History | No change | 291 | 27 | 0.01% | 0.01% | 1046 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VANGUARD ADVISERS INC | History | No change | 276 | 26 | 0.0% | 0.0% | 1047 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 265 | 25 | 0.0% | 0.0% | 1048 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 262 | 25 | 0.0% | 0.0% | 1049 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | No change | 265 | 25 | 0.07% | 0.07% | 1050 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pioneer Family Office, LLC | History | No change | 270 | 25 | 0.01% | 0.01% | 1051 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 263 | 24 | 0.0% | 0.0% | 1052 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 254 | 24 | 0.0% | 0.0% | 1053 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mosley Wealth Management | History | No change | 254 | 24 | 0.01% | 0.01% | 1054 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Robinswood Financial LLC | History | No change | 255 | 24 | 0.01% | 0.01% | 1055 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 251 | 23 | 0.0% | 0.0% | 1056 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastline Trust Co | History | No change | 265 | 23 | 0.0% | 0.0% | 1057 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 246 | 23 | 0.0% | 0.0% | 1058 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 235 | 22 | 0.01% | 0.01% | 1059 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 242 | 22 | 0.0% | 0.0% | 1060 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 231 | 21 | 0.0% | 0.0% | 1061 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Park Place Capital Corp | History | No change | 228 | 21 | 0.0% | 0.0% | 1062 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 218 | 20 | 0.0% | 0.0% | 1063 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 217 | 20 | 0.01% | 0.01% | 1064 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Versant Capital Management, Inc | History | No change | 223 | 19 | 0.0% | 0.0% | 1065 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| West Branch Capital LLC | History | No change | 210 | 19 | 0.0% | 0.0% | 1066 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TSFG, LLC | History | No change | 196 | 19 | 0.0% | 0.0% | 1067 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 210 | 19 | 0.0% | 0.0% | 1068 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Register Financial Advisors LLC | History | No change | 197 | 18 | 0.01% | 0.01% | 1069 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 172 | 16 | 0.01% | 0.01% | 1070 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Princeton Global Asset Management LLC | History | No change | 173 | 16 | 0.0% | 0.0% | 1071 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 160 | 15 | 0.0% | 0.0% | 1072 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bangor Savings Bank | History | No change | 172 | 15 | 0.0% | 0.0% | 1073 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 163 | 15 | 0.0% | 0.0% | 1074 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hurley Capital, LLC | History | No change | 164 | 15 | 0.01% | 0.01% | 1075 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 169 | 15 | 0.01% | 0.01% | 1076 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hickory Point Bank & Trust | History | No change | 161 | 14 | 0.01% | 0.01% | 1077 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Avion Wealth | History | No change | 131 | 12 | 0.0% | 0.0% | 1078 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SJS Investment Consulting Inc. | History | No change | 128 | 12 | 0.0% | 0.0% | 1079 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Main Street Group, LTD | History | No change | 128 | 12 | 0.0% | 0.0% | 1080 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 126 | 11 | 0.0% | 0.0% | 1081 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 117 | 11 | 0.0% | 0.0% | 1082 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Horizon Investments, LLC | History | No change | 122 | 11 | 0.0% | 0.0% | 1083 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 117 | 10 | 0.0% | 0.0% | 1086 | -302 | -72.08% | Q3 2026 | Oct 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 111 | 10 | 0.0% | 0.0% | 1084 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 114 | 10 | 0.0% | 0.0% | 1085 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Topsail Wealth Management, LLC | History | No change | 108 | 10 | 0.0% | 0.0% | 1087 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 105 | 9 | 0.0% | 0.0% | 1088 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clearstead Trust, LLC | History | No change | 99 | 9 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kingdom Financial Group LLC. | History | No change | 104 | 9 | 0.0% | 0.0% | 1090 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthCollab, LLC | History | No change | 105 | 9 | 0.0% | 0.0% | 1091 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 100 | 9 | 0.0% | 0.0% | 1092 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacifica Partners Inc. | History | Reduced | 100 | 8 | 0.0% | 0.17% | 1097 | -5,922 | -98.34% | Q3 2026 | Oct 08, 2026 |
| CENTRAL TRUST Co | History | No change | 92 | 8 | 0.0% | 0.0% | 1093 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 91 | 8 | 0.0% | 0.0% | 1094 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 86 | 8 | 0.0% | 0.0% | 1095 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 93 | 8 | 0.0% | 0.0% | 1096 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EPG Wealth Management LLC | History | No change | 85 | 8 | 0.0% | 0.0% | 1098 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 87 | 8 | 0.0% | 0.0% | 1099 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 85 | 8 | 0.0% | 0.0% | 1100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kiker Wealth Management, LLC | History | No change | 86 | 8 | 0.0% | 0.0% | 1101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Costello Asset Management, INC | History | No change | 76 | 7 | 0.0% | 0.0% | 1102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trust Co | History | Reduced | 71 | 6 | 0.0% | 0.0% | 1108 | -110 | -60.77% | Q3 2026 | Oct 09, 2026 |
| Olistico Wealth, LLC | History | New | 77 | 6 | 0.0% | — | 1112 | +77 | New | Q3 2026 | Oct 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 72 | 6 | 0.0% | 0.0% | 1103 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Axiom Investment Management LLC | History | No change | 65 | 6 | 0.0% | 0.0% | 1104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 71 | 6 | 0.0% | 0.0% | 1105 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Balentine LLC | History | No change | 65 | 6 | 0.0% | 0.0% | 1106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Community Bank, N.A. | History | No change | 65 | 6 | 0.0% | 0.0% | 1107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 71 | 6 | 0.0% | 0.0% | 1109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Networth Advisors, LLC | History | No change | 65 | 6 | 0.0% | 0.0% | 1110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 66 | 6 | 0.0% | 0.0% | 1111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 61 | 5 | 0.0% | 0.0% | 1113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO | History | No change | 58 | 5 | 0.0% | 0.0% | 1114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 56 | 5 | 0.0% | 0.0% | 1115 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Fortis Group Advisors, LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 1116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dunhill Financial, LLC | History | No change | 61 | 5 | 0.0% | 0.0% | 1117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 1118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MOTCO | History | No change | 44 | 4 | 0.0% | 0.0% | 1119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LifeSteps Financial, Inc. | History | No change | 51 | 4 | 0.0% | 0.0% | 1120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NWK Group, Inc. | History | No change | 45 | 4 | 0.0% | 0.0% | 1121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gleason Group, Inc. | History | No change | 51 | 4 | 0.0% | 0.0% | 1122 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 1123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard National Trust Co | History | No change | 43 | 4 | 0.0% | 0.0% | 1124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Napier Financial, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 1125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 51 | 4 | 0.0% | 0.0% | 1126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 296,006 | 3 | 0.0% | 0.0% | 1127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Towne Trust Company, N.A | History | No change | 41 | 3 | 0.0% | 0.0% | 1128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 40 | 3 | 0.0% | 0.0% | 1129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 1130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investors Research Corp | History | No change | 41 | 3 | 0.0% | 0.0% | 1131 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Imprint Wealth LLC | History | No change | 37 | 3 | 0.01% | 0.01% | 1132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 32 | 3 | 0.0% | 0.0% | 1133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIRCHBROOK, INC. | History | No change | 42 | 3 | 0.0% | 0.0% | 1134 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SYM FINANCIAL Corp | History | No change | 27 | 2 | 0.0% | 0.0% | 1135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smithfield Trust Co | History | No change | 12 | 1 | 0.0% | 0.0% | 1136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Eukles Asset Management | History | No change | 20 | 1 | 0.0% | 0.0% | 1137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Darwin Wealth Management, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SHP Wealth Management | History | No change | 12 | 1 | 0.0% | 0.0% | 1139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Addison Advisors LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 1140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 15 | 1 | 0.0% | 0.0% | 1141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 35,652 | 1 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1143 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Meramec Financial Planners, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 1144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kaydan Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 3.44% | — | -119,262 | -100.0% | Q3 2026 | Oct 08, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.57% | — | -13,376 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Hamlin Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,756 | -100.0% | Q3 2026 | Oct 08, 2026 |
| STABLEFORD CAPITAL II LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -5,385 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,499 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Asempa Wealth Advisors | History | Closed out | 0 | 0 | — | 0.16% | — | -2,221 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Meadowbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,125 | -100.0% | Q3 2026 | Oct 08, 2026 |
| GW&K Investment Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,106 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Luminist Capital LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Pacific Financial | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rakuten Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sankala Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |