iSHARES TRUST - IUSG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026

13D/13G major owners: Ownership tab.

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

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Investor	History	Status	Shares held	Market value ($000)	% of portfolio	Previous %	Rank	Change in shares	% change in shares	Source	Date reported
BANK OF AMERICA CORP /DE/	History	No change	53,516,596	10,065,936	0.65%	0.65%	1	0	0.0%	Q2 2026	Aug 14, 2026
MORGAN STANLEY	History	No change	14,645,320	2,754,638	0.15%	0.15%	2	0	0.0%	Q2 2026	Aug 13, 2026
LPL Financial LLC	History	No change	14,626,998	2,751,192	0.62%	0.62%	3	0	0.0%	Q2 2026	Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	6,829,303	1,241,950	0.5%	0.5%	4	0	0.0%	Q2 2026	Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	3,166,362	595,533	0.14%	0.14%	5	0	0.0%	Q2 2026	Sep 23, 2026
Merit Financial Group, LLC	History	No change	2,092,449	393,568	2.4%	2.4%	6	0	0.0%	Q2 2026	Jul 20, 2026
Blue Trust, Inc.	History	No change	1,888,418	355,192	3.72%	3.72%	7	0	0.0%	Q2 2026	Jul 21, 2026
JPMORGAN CHASE & CO	History	No change	1,533,948	284,731	0.02%	0.02%	8	0	0.0%	Q2 2026	Aug 12, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	1,476,303	277,677	0.08%	0.08%	9	0	0.0%	Q2 2026	Aug 14, 2026
HighTower Advisors, LLC	History	No change	1,465,956	275,731	0.27%	0.27%	10	0	0.0%	Q2 2026	Aug 05, 2026
UBS Group AG	History	No change	1,307,346	245,898	0.03%	0.03%	11	0	0.0%	Q2 2026	Aug 13, 2026
NATIXIS ADVISORS, LLC	History	No change	1,249,539	235,025	0.26%	0.26%	12	0	0.0%	Q2 2026	Aug 14, 2026
ROYAL BANK OF CANADA	History	No change	1,247,059	234,560	0.03%	0.03%	13	0	0.0%	Q2 2026	Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	1,221,245	229,703	0.11%	0.11%	14	0	0.0%	Q2 2026	Aug 07, 2026
WELLS FARGO & COMPANY/MN	History	No change	1,131,013	212,732	0.03%	0.03%	15	0	0.0%	Q2 2026	Aug 14, 2026
Kestra Investment Management, LLC	History	No change	1,322,967	207,666	4.02%	4.02%	16	0	0.0%	Q2 2026	Aug 05, 2026
Facet Wealth, Inc.	History	No change	884,912	166,443	2.39%	2.39%	17	0	0.0%	Q2 2026	Jul 27, 2026
BENJAMIN EDWARDS INC	History	No change	825,427	155,261	1.42%	1.42%	18	0	0.0%	Q2 2026	Jul 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	809,815	152,318	0.19%	0.19%	19	0	0.0%	Q2 2026	Jul 29, 2026
FMR LLC	History	No change	697,287	131,152	0.01%	0.01%	20	0	0.0%	Q2 2026	Aug 13, 2026
Cetera Investment Advisers	History	No change	657,270	123,625	0.11%	0.11%	21	0	0.0%	Q2 2026	Aug 12, 2026
Corient Private Wealth LP	History	No change	550,068	103,461	0.14%	0.14%	22	0	0.0%	Q2 2026	Aug 27, 2026
BLAIR WILLIAM & CO/IL	History	No change	501,346	94,298	0.25%	0.25%	23	0	0.0%	Q2 2026	Aug 11, 2026
SHP Wealth Management	History	No change	500,298	94,101	6.47%	6.47%	24	0	0.0%	Q2 2026	Aug 11, 2026
AMERIPRISE FINANCIAL INC	History	No change	480,739	90,420	0.02%	0.02%	25	0	0.0%	Q2 2026	Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	No change	437,273	82,246	0.99%	0.99%	26	0	0.0%	Q2 2026	Aug 07, 2026
OSAIC HOLDINGS, INC.	History	No change	420,115	79,076	0.09%	0.09%	27	0	0.0%	Q2 2026	Aug 14, 2026
Allworth Financial LP	History	No change	415,167	78,088	0.33%	0.33%	28	0	0.0%	Q2 2026	Aug 11, 2026
Madison Wealth Partners, Inc	History	No change	409,922	77,102	9.81%	9.81%	29	0	0.0%	Q2 2026	Aug 12, 2026
KINTRA WEALTH, LLC	History	No change	365,112	71,175	3.72%	3.72%	30	0	0.0%	Q2 2026	Aug 14, 2026
Legacy Financial Group LLC	History	No change	372,777	70,115	7.89%	7.89%	31	0	0.0%	Q2 2026	Aug 05, 2026
Modera Wealth Management, LLC	History	No change	354,960	66,764	0.71%	0.71%	32	0	0.0%	Q2 2026	Aug 03, 2026
HOWE & RUSLING INC	History	No change	339,855	63,923	3.71%	3.71%	33	0	0.0%	Q2 2026	Aug 10, 2026
Tanglewood Legacy Advisors, LLC	History	No change	335,931	63,185	20.39%	20.39%	34	0	0.0%	Q2 2026	Aug 10, 2026
Curi Capital, LLC	History	No change	332,072	62,459	0.96%	0.96%	35	0	0.0%	Q2 2026	Aug 14, 2026
Tennessee Valley Asset Management Partners	History	No change	329,315	61,940	6.83%	6.83%	36	0	0.0%	Q2 2026	Aug 10, 2026
Cardinal Strategic Wealth Guidance	History	No change	289,900	54,527	12.36%	12.36%	37	0	0.0%	Q2 2026	Jul 30, 2026
Bleakley Financial Group, LLC	History	No change	267,472	50,308	0.64%	0.64%	38	0	0.0%	Q2 2026	Aug 05, 2026
Equitable Holdings, Inc.	History	No change	265,006	49,845	0.3%	0.3%	39	0	0.0%	Q2 2026	Aug 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	260,289	48,957	0.03%	0.03%	40	0	0.0%	Q2 2026	Aug 12, 2026
Charles Schwab Trust Co	History	No change	254,306	47,832	2.67%	2.67%	41	0	0.0%	Q2 2026	Jul 10, 2026
DDFG, Inc	History	No change	252,703	47,530	9.44%	9.44%	42	0	0.0%	Q2 2026	Jul 28, 2026
Gotham Asset Management, LLC	History	No change	243,786	45,853	0.11%	0.11%	43	0	0.0%	Q2 2026	Aug 14, 2026
Aurdan Capital Management, LLC	History	No change	243,754	45,847	11.63%	11.63%	44	0	0.0%	Q2 2026	Jul 15, 2026
Veracity Capital LLC	History	Added to	228,843	44,338	11.93%	11.55%	45	+1,441	0.63%	Q3 2026	Oct 08, 2026
PRINCIPAL SECURITIES, INC.	History	No change	231,839	43,606	0.53%	0.53%	46	0	0.0%	Q2 2026	Aug 04, 2026
HILLTOP WEALTH ADVISORS, LLC	History	No change	228,398	42,959	21.24%	21.24%	47	0	0.0%	Q2 2026	Aug 13, 2026
VOISARD ASSET MANAGEMENT GROUP, INC.	History	No change	219,334	41,254	7.81%	7.81%	48	0	0.0%	Q2 2026	Jul 13, 2026
Private Advisor Group, LLC	History	No change	216,562	40,733	0.19%	0.19%	49	0	0.0%	Q2 2026	Jul 27, 2026
WESTWOOD HOLDINGS GROUP INC	History	No change	214,791	40,400	0.3%	0.3%	50	0	0.0%	Q2 2026	Aug 14, 2026
Aspen Wealth Management LLC	History	No change	211,338	39,750	6.75%	6.75%	51	0	0.0%	Q2 2026	Jul 31, 2026
SCS Capital Management LLC	History	No change	204,044	38,378	0.36%	0.36%	52	0	0.0%	Q2 2026	Aug 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	202,069	38,076	0.21%	0.21%	53	0	0.0%	Q2 2026	Aug 14, 2026
Janney Montgomery Scott LLC	History	No change	198,097	37,260	0.07%	0.07%	54	0	0.0%	Q2 2026	Aug 05, 2026
Kestra Advisory Services, LLC	History	No change	195,323	36,738	0.12%	0.12%	55	0	0.0%	Q2 2026	Jul 28, 2026
Rockefeller Capital Management L.P.	History	No change	192,183	36,147	0.06%	0.06%	56	0	0.0%	Q2 2026	Aug 13, 2026
CUTLER INVESTMENT COUNSEL LLC	History	No change	189,385	35,621	3.35%	3.35%	57	0	0.0%	Q2 2026	Jul 14, 2026
Atlantic Union Bankshares Corp	History	No change	187,866	35,335	0.59%	0.59%	58	0	0.0%	Q2 2026	Aug 11, 2026
ALLIANCEBERNSTEIN L.P.	History	No change	226,543	35,139	0.01%	0.01%	59	0	0.0%	Q2 2026	Aug 14, 2026
Valmark Advisers, Inc.	History	No change	179,657	33,791	0.36%	0.36%	60	0	0.0%	Q2 2026	Aug 06, 2026
Focus Partners Wealth	History	No change	179,638	33,788	0.03%	0.03%	61	0	0.0%	Q2 2026	Aug 12, 2026
ForthRight Wealth Management, LLC	History	No change	171,918	32,336	8.27%	8.27%	62	0	0.0%	Q2 2026	Aug 07, 2026
MML INVESTORS SERVICES, LLC	History	No change	166,331	31,285	0.06%	0.06%	63	0	0.0%	Q2 2026	Aug 07, 2026
CX Institutional	History	Added to	159,903	30,981	0.84%	0.84%	64	+5,425	3.51%	Q3 2026	Oct 02, 2026
Sanctuary Advisors, LLC	History	No change	163,131	30,683	0.14%	0.14%	65	0	0.0%	Q2 2026	Aug 13, 2026
NorthStar Asset Management LLC /NJ/	History	No change	161,629	30,400	12.36%	12.36%	66	0	0.0%	Q2 2026	Aug 05, 2026
Madison Asset Management, LLC	History	No change	151,348	28,467	0.34%	0.34%	67	0	0.0%	Q2 2026	Aug 10, 2026
Goldstone Financial Group, LLC	History	No change	147,931	27,824	2.54%	2.54%	68	0	0.0%	Q2 2026	Aug 11, 2026
Alliance Private Wealth, LLC	History	No change	147,476	27,738	9.64%	9.64%	69	0	0.0%	Q2 2026	Jul 09, 2026
Allianz Asset Management GmbH	History	No change	145,904	27,443	0.02%	0.02%	70	0	0.0%	Q2 2026	Sep 02, 2026
Bank of New York Mellon Corp	History	No change	143,172	26,929	0.0%	0.0%	71	0	0.0%	Q2 2026	Aug 06, 2026
Waldron Private Wealth LLC	History	No change	142,383	26,780	0.93%	0.93%	72	0	0.0%	Q2 2026	Jul 20, 2026
Spire Wealth Management	History	No change	138,357	26,023	0.79%	0.79%	73	0	0.0%	Q2 2026	Jul 15, 2026
STIFEL FINANCIAL CORP	History	No change	138,172	25,989	0.02%	0.02%	74	0	0.0%	Q2 2026	Aug 12, 2026
GOLDMAN SACHS GROUP INC	History	No change	137,906	25,938	0.0%	0.0%	75	0	0.0%	Q2 2026	Aug 14, 2026
Strategies Wealth Advisors, LLC	History	No change	134,539	25,305	2.26%	2.26%	76	0	0.0%	Q2 2026	Aug 14, 2026
Integrated Wealth Concepts LLC	History	No change	132,670	24,953	0.16%	0.16%	77	0	0.0%	Q2 2026	Sep 08, 2026
Hudock, Inc.	History	No change	128,030	24,081	3.08%	3.08%	78	0	0.0%	Q2 2026	Jul 31, 2026
Atria Investments, Inc	History	No change	127,601	24,000	0.24%	0.24%	79	0	0.0%	Q2 2026	Jul 28, 2026
DOLIVER ADVISORS, LP	History	Reduced	120,602	23,366	5.1%	5.52%	80	-9,133	-7.04%	Q3 2026	Oct 01, 2026
FOUNDERS FINANCIAL SECURITIES LLC	History	No change	122,713	23,081	1.18%	1.18%	81	0	0.0%	Q2 2026	Jul 31, 2026
ELEVATION WEALTH PARTNERS, LLC	History	Added to	118,622	22,983	6.46%	6.66%	82	+397	0.34%	Q3 2026	Oct 07, 2026
Horizon Investments, LLC	History	No change	122,134	22,972	0.25%	0.25%	83	0	0.0%	Q2 2026	Aug 13, 2026
Concurrent Investment Advisors, LLC	History	No change	120,374	22,641	0.19%	0.19%	84	0	0.0%	Q2 2026	Jul 27, 2026
RWA WEALTH PARTNERS, LLC	History	No change	119,223	22,424	0.21%	0.21%	85	0	0.0%	Q2 2026	Aug 07, 2026
Birchcreek Wealth Management, LLC	History	No change	118,414	22,272	8.68%	8.68%	86	0	0.0%	Q2 2026	Aug 06, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	118,301	22,251	0.05%	0.05%	87	0	0.0%	Q2 2026	Jul 27, 2026
Systelligence, LLC	History	No change	112,585	21,176	3.54%	3.54%	88	0	0.0%	Q2 2026	Jul 14, 2026
Petix & Botte Co	History	No change	104,982	19,745	3.97%	3.97%	89	0	0.0%	Q2 2026	Aug 04, 2026
PCA Investment Advisory Services Inc.	History	No change	101,558	19,102	5.33%	5.33%	90	0	0.0%	Q2 2026	Jul 27, 2026
Canvas Wealth Advisors, LLC	History	No change	101,556	19,101	2.66%	2.66%	91	0	0.0%	Q2 2026	Jul 10, 2026
Richard W. Paul & Associates, LLC	History	No change	100,700	18,940	5.79%	5.79%	92	0	0.0%	Q2 2026	Aug 10, 2026
BlackRock, Inc.	History	No change	95,525	17,967	0.0%	0.0%	93	0	0.0%	Q2 2026	Aug 07, 2026
Mascoma Wealth Management LLC	History	No change	91,744	17,256	3.2%	3.2%	94	0	0.0%	Q2 2026	Jul 24, 2026
Main Street Financial Solutions, LLC	History	No change	90,838	17,085	1.1%	1.1%	95	0	0.0%	Q2 2026	Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	90,059	16,939	0.03%	0.03%	96	0	0.0%	Q2 2026	Aug 13, 2026
Roberts Financial Services LLC	History	No change	88,554	16,656	4.88%	4.88%	97	0	0.0%	Q2 2026	Aug 06, 2026
Financial Council, LLC	History	No change	85,946	16,165	5.24%	5.24%	98	0	0.0%	Q2 2026	Aug 04, 2026
Creative Planning	History	No change	84,716	15,934	0.01%	0.01%	99	0	0.0%	Q2 2026	Aug 13, 2026
IHT Wealth Management, LLC	History	No change	82,368	15,492	0.33%	0.33%	100	0	0.0%	Q2 2026	Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	81,361	15,331	0.05%	0.05%	101	0	0.0%	Q2 2026	Aug 13, 2026
VestGen Advisors, LLC	History	No change	80,938	15,223	0.44%	0.44%	102	0	0.0%	Q2 2026	Aug 11, 2026
Cosner Financial Group, LLC	History	No change	79,293	15,155	7.78%	7.78%	103	0	0.0%	Q2 2026	Aug 10, 2026
FIFTH THIRD BANCORP	History	No change	80,376	15,117	0.02%	0.02%	104	0	0.0%	Q2 2026	Aug 05, 2026
Allspring Global Investments Holdings, LLC	History	No change	79,015	14,801	0.02%	0.02%	105	0	0.0%	Q2 2026	Aug 13, 2026
STEVENS CAPITAL PARTNERS	History	No change	78,151	14,699	2.8%	2.8%	106	0	0.0%	Q2 2026	Aug 07, 2026
Gallagher Fiduciary Advisors, LLC	History	No change	77,899	14,651	0.48%	0.48%	107	0	0.0%	Q2 2026	Aug 14, 2026
Stratos Wealth Partners, LTD.	History	No change	77,885	14,649	0.15%	0.15%	108	0	0.0%	Q2 2026	Aug 11, 2026
Foundry Financial Group, Inc.	History	No change	77,418	14,561	6.3%	6.3%	109	0	0.0%	Q2 2026	Jul 22, 2026
NORTHERN TRUST CORP	History	No change	76,340	14,358	0.0%	0.0%	110	0	0.0%	Q2 2026	Aug 13, 2026
IFG Advisory, LLC	History	No change	75,859	14,268	0.5%	0.5%	111	0	0.0%	Q2 2026	Aug 13, 2026
Brio Consultants, LLC	History	No change	75,494	14,199	1.66%	1.66%	112	0	0.0%	Q2 2026	Aug 12, 2026
IRONWOOD WEALTH MANAGEMENT, INC.	History	No change	75,302	14,180	5.99%	5.99%	113	0	0.0%	Q2 2026	Jul 14, 2026
Macro Advisors, Inc.	History	No change	74,910	14,089	4.49%	4.49%	114	0	0.0%	Q2 2026	Aug 11, 2026
Cresset Asset Management, LLC	History	No change	72,807	13,694	0.05%	0.05%	115	0	0.0%	Q2 2026	Aug 14, 2026
Seven Springs Wealth Group, LLC	History	No change	72,304	13,599	2.97%	2.97%	116	0	0.0%	Q2 2026	Aug 04, 2026
OneDigital Investment Advisors LLC	History	No change	72,221	13,584	0.11%	0.11%	117	0	0.0%	Q2 2026	Aug 06, 2026
&PARTNERS	History	No change	70,807	13,325	0.05%	0.05%	118	0	0.0%	Q2 2026	Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC	History	No change	68,937	12,966	0.24%	0.24%	119	0	0.0%	Q2 2026	Aug 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	No change	66,605	12,527	0.14%	0.14%	120	0	0.0%	Q2 2026	Jul 28, 2026
Savant Capital, LLC	History	No change	66,492	12,517	0.04%	0.04%	121	0	0.0%	Q2 2026	Aug 10, 2026
Global Strategic Investment Solutions, LLC	History	No change	63,772	11,994	1.06%	1.06%	122	0	0.0%	Q2 2026	Aug 07, 2026
Arkadios Wealth Advisors	History	No change	62,845	11,820	0.18%	0.18%	123	0	0.0%	Q2 2026	Aug 10, 2026
Baird Financial Group, Inc.	History	No change	61,937	11,649	0.02%	0.02%	124	0	0.0%	Q2 2026	Aug 12, 2026
BOS Asset Management, LLC	History	No change	61,092	11,490	2.67%	2.67%	125	0	0.0%	Q2 2026	Jul 13, 2026
Quent Capital, LLC	History	No change	60,599	11,398	0.7%	0.7%	126	0	0.0%	Q2 2026	Aug 07, 2026
Johnson Financial Group, Inc.	History	No change	59,541	11,199	0.37%	0.37%	127	0	0.0%	Q2 2026	Aug 10, 2026
Beacon Pointe Advisors, LLC	History	No change	56,955	10,712	0.05%	0.05%	128	0	0.0%	Q2 2026	Aug 18, 2026
TRUIST FINANCIAL CORP	History	No change	55,562	10,450	0.01%	0.01%	129	0	0.0%	Q2 2026	Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	50,635	9,523	0.0%	0.0%	130	0	0.0%	Q2 2026	Aug 14, 2026
Bawa N Mallick Trust	History	No change	50,254	9,452	3.06%	3.06%	131	0	0.0%	Q2 2026	Aug 14, 2026
Banque Transatlantique SA	History	No change	50,120	9,427	0.2%	0.2%	132	0	0.0%	Q2 2026	Jul 30, 2026
South Shore Capital Advisors	History	No change	49,860	9,378	6.28%	6.28%	133	0	0.0%	Q2 2026	Jul 30, 2026
NewEdge Advisors, LLC	History	No change	48,940	9,205	0.03%	0.03%	134	0	0.0%	Q2 2026	Aug 12, 2026
Mariner, LLC	History	No change	48,727	9,163	0.01%	0.01%	135	0	0.0%	Q2 2026	Aug 13, 2026
MOTIVE WEALTH ADVISORS	History	No change	48,463	9,115	3.75%	3.75%	136	0	0.0%	Q2 2026	Jul 20, 2026
Phoenix Wealth Advisors	History	No change	48,409	9,105	3.07%	3.07%	137	0	0.0%	Q2 2026	Jul 31, 2026
Perigon Wealth Management, LLC	History	No change	48,107	9,048	0.14%	0.14%	138	0	0.0%	Q2 2026	Aug 07, 2026
LEGACY SOLUTIONS, LLC	History	Added to	45,681	8,850	6.76%	6.77%	139	+1,227	2.76%	Q3 2026	Oct 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	45,800	8,674	0.01%	0.01%	140	0	0.0%	Q2 2026	Jul 15, 2026
Spectrum Wealth Advisory Group, LLC	History	No change	45,564	8,570	2.44%	2.44%	141	0	0.0%	Q2 2026	Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	No change	43,839	8,246	0.13%	0.13%	142	0	0.0%	Q2 2026	Aug 10, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC	History	No change	43,641	8,208	0.39%	0.39%	143	0	0.0%	Q2 2026	Aug 11, 2026
Merkkuri Wealth Advisors LLC	History	No change	42,803	8,050	4.99%	4.99%	144	0	0.0%	Q2 2026	Jul 27, 2026
HRT FINANCIAL LP	History	No change	42,000	7,899	0.01%	0.01%	145	0	0.0%	Q2 2026	Aug 14, 2026
Vident Advisory, LLC	History	No change	41,982	7,896	0.06%	0.06%	146	0	0.0%	Q2 2026	Aug 12, 2026
PARK AVENUE SECURITIES LLC	History	No change	41,753	7,853	0.05%	0.05%	147	0	0.0%	Q2 2026	Jul 20, 2026
Amplius Wealth Advisors, LLC	History	No change	41,305	7,769	0.57%	0.57%	148	0	0.0%	Q2 2026	Jul 17, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV	History	No change	41,010	7,713	2.22%	2.22%	149	0	0.0%	Q2 2026	Jul 14, 2026
Advisory Services Network, LLC	History	No change	40,404	7,599	0.09%	0.09%	150	0	0.0%	Q2 2026	Aug 12, 2026
Ackerman Capital Advisors, LLC	History	No change	40,281	7,576	1.53%	1.53%	151	0	0.0%	Q2 2026	Jul 30, 2026
Able Wealth Management LLC	History	No change	40,167	7,555	1.73%	1.73%	152	0	0.0%	Q2 2026	Jul 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI	History	No change	39,414	7,413	0.34%	0.34%	153	0	0.0%	Q2 2026	Jul 24, 2026
Global Retirement Partners, LLC	History	No change	37,781	7,106	0.11%	0.11%	154	0	0.0%	Q2 2026	Aug 06, 2026
Endowment Wealth Management, Inc.	History	No change	36,936	6,947	2.69%	2.69%	155	0	0.0%	Q2 2026	Aug 05, 2026
Cornerstone Advisory, LLC	History	No change	36,272	6,822	0.57%	0.57%	156	0	0.0%	Q2 2026	Jul 29, 2026
Diversify Advisory Services, LLC	History	No change	37,614	6,815	0.11%	0.11%	157	0	0.0%	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	No change	37,614	6,815	0.11%	0.11%	158	0	0.0%	Q2 2026	Jul 29, 2026
Old Mission Investment Co LLC	History	No change	36,105	6,790	1.41%	1.41%	159	0	0.0%	Q2 2026	Aug 14, 2026
First Heartland Consultants, Inc.	History	Reduced	34,215	6,629	0.44%	0.43%	160	-889	-2.53%	Q3 2026	Oct 08, 2026
Rooted Wealth Advisors, Inc.	History	No change	34,793	6,544	1.6%	1.6%	161	0	0.0%	Q2 2026	Jul 28, 2026
DEUTSCHE BANK AG\	History	No change	33,933	6,382	0.0%	0.0%	162	0	0.0%	Q2 2026	Aug 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	No change	33,601	6,319	0.08%	0.08%	163	0	0.0%	Q2 2026	Aug 13, 2026
BANK OF MONTREAL /CAN/	History	No change	33,441	6,289	0.0%	0.0%	164	0	0.0%	Q2 2026	Aug 12, 2026
MCDONALD PARTNERS LLC	History	No change	32,000	6,018	1.46%	1.46%	165	0	0.0%	Q2 2026	Jul 28, 2026
1900 WEALTH MANAGEMENT LLC	History	No change	31,526	5,929	0.33%	0.33%	166	0	0.0%	Q2 2026	Aug 04, 2026
Essex Financial Services, Inc.	History	No change	30,663	5,767	0.29%	0.29%	167	0	0.0%	Q2 2026	Aug 10, 2026
OpenArc Corporate Advisory, LLC	History	No change	30,596	5,754	0.07%	0.07%	168	0	0.0%	Q2 2026	Aug 05, 2026
Lido Advisors, LLC	History	No change	30,575	5,750	0.02%	0.02%	169	0	0.0%	Q2 2026	Aug 07, 2026
FORTRESS FINANCIAL GROUP, LLC	History	No change	30,550	5,746	2.87%	2.87%	170	0	0.0%	Q2 2026	Aug 12, 2026
Windward Private Wealth Management Inc.	History	No change	30,403	5,718	1.83%	1.83%	171	0	0.0%	Q2 2026	Aug 04, 2026
Cornell Pochily Investment Advisors, Inc.	History	No change	29,673	5,581	1.5%	1.5%	172	0	0.0%	Q2 2026	Jul 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	No change	29,420	5,533	0.02%	0.02%	173	0	0.0%	Q2 2026	Aug 10, 2026
Garde Capital, Inc.	History	No change	29,323	5,515	0.25%	0.25%	174	0	0.0%	Q2 2026	Jul 31, 2026
Quantinno Capital Management LP	History	No change	29,023	5,458	0.01%	0.01%	175	0	0.0%	Q2 2026	Aug 13, 2026
Flagship Private Wealth, LLC	History	No change	28,999	5,454	1.93%	1.93%	176	0	0.0%	Q2 2026	Aug 04, 2026
WealthShield Partners, LLC	History	No change	28,938	5,442	0.83%	0.83%	177	0	0.0%	Q2 2026	Aug 12, 2026
Columbus Macro, LLC	History	No change	28,856	5,427	0.53%	0.53%	178	0	0.0%	Q2 2026	Jul 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	History	No change	28,608	5,380	0.0%	0.0%	179	0	0.0%	Q2 2026	Aug 14, 2026
Independence Financial Advisors, LLC	History	Reduced	27,672	5,361	1.35%	1.42%	180	-1,445	-4.96%	Q3 2026	Oct 08, 2026
ASPIRIANT, LLC	History	No change	28,293	5,321	0.13%	0.13%	181	0	0.0%	Q2 2026	Jul 20, 2026
Stonebridge Financial Planning Group, LLC	History	No change	28,156	5,295	1.69%	1.69%	182	0	0.0%	Q2 2026	Jul 31, 2026
Neumann Capital Management, LLC	History	No change	27,866	5,241	3.47%	3.47%	183	0	0.0%	Q2 2026	Jul 10, 2026
JMG Financial Group, Ltd.	History	No change	27,811	5,230	0.13%	0.13%	184	0	0.0%	Q2 2026	Jul 31, 2026
Greenline Partners, LLC	History	No change	27,574	5,186	0.53%	0.53%	185	0	0.0%	Q2 2026	Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	27,535	5,179	0.01%	0.01%	186	0	0.0%	Q2 2026	Aug 14, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	History	No change	30,413	5,107	0.72%	0.72%	187	0	0.0%	Q2 2026	Aug 11, 2026
MAI Capital Management	History	No change	27,123	5,101	0.02%	0.02%	188	0	0.0%	Q2 2026	Aug 14, 2026
Midwest Trust Co	History	No change	27,054	5,088	0.06%	0.06%	189	0	0.0%	Q2 2026	Aug 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC	History	No change	26,910	5,061	0.34%	0.34%	190	0	0.0%	Q2 2026	Aug 04, 2026
M&T BANK CORP	History	No change	26,820	5,044	0.01%	0.01%	191	0	0.0%	Q2 2026	Aug 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	26,177	4,923	0.0%	0.0%	192	0	0.0%	Q2 2026	Aug 14, 2026
CIBC Bancorp USA Inc.	History	No change	27,171	4,914	0.01%	0.01%	193	0	0.0%	Q2 2026	Aug 13, 2026
Kingsview Wealth Management, LLC	History	No change	25,818	4,856	0.06%	0.06%	194	0	0.0%	Q2 2026	Aug 18, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	No change	25,572	4,809	0.09%	0.09%	195	0	0.0%	Q2 2026	Jul 15, 2026
US BANCORP \DE\	History	No change	25,284	4,755	0.01%	0.01%	196	0	0.0%	Q2 2026	Aug 12, 2026
HB Wealth Management, LLC	History	No change	25,200	4,740	0.03%	0.03%	197	0	0.0%	Q2 2026	Jul 29, 2026
Omega Financial Group, LLC	History	No change	25,020	4,706	1.43%	1.43%	198	0	0.0%	Q2 2026	Jul 21, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	25,004	4,702	0.01%	0.01%	199	0	0.0%	Q2 2026	Aug 19, 2026
Clearstead Advisors, LLC	History	No change	24,474	4,603	0.04%	0.04%	200	0	0.0%	Q2 2026	Aug 06, 2026
Golden State Wealth Management, LLC	History	No change	23,285	4,379	0.4%	0.4%	201	0	0.0%	Q2 2026	Jul 22, 2026
CITADEL ADVISORS LLC	History	No change	22,898	4,306	0.0%	0.0%	202	0	0.0%	Q2 2026	Sep 02, 2026
Valpey Financial Services, LLC	History	No change	22,879	4,303	2.56%	2.56%	203	0	0.0%	Q2 2026	Aug 11, 2026
Americana Partners, LLC	History	No change	22,860	4,299	0.1%	0.1%	204	0	0.0%	Q2 2026	Aug 05, 2026
Prospera Financial Services Inc	History	No change	22,748	4,283	0.06%	0.06%	205	0	0.0%	Q2 2026	Jul 15, 2026
TD Waterhouse Canada Inc.	History	No change	22,803	4,272	0.01%	0.01%	206	0	0.0%	Q2 2026	Jul 27, 2026
BAILARD, INC.	History	No change	22,630	4,256	0.09%	0.09%	207	0	0.0%	Q2 2026	Jul 30, 2026
CENTRAL TRUST Co	History	No change	22,583	4,247	0.08%	0.08%	208	0	0.0%	Q2 2026	Jul 31, 2026
William Howard & Co Financial Advisors Inc	History	No change	22,566	4,244	3.3%	3.3%	209	0	0.0%	Q2 2026	Jul 09, 2026
Western Wealth Management, LLC	History	No change	22,519	4,235	0.14%	0.14%	210	0	0.0%	Q2 2026	Aug 14, 2026
Steward Partners Investment Advisory, LLC	History	No change	22,154	4,166	0.02%	0.02%	211	0	0.0%	Q2 2026	Aug 13, 2026
IEQ CAPITAL, LLC	History	No change	21,976	4,133	0.02%	0.02%	212	0	0.0%	Q2 2026	Aug 11, 2026
Van Diest Capital, LLC	History	No change	21,804	4,101	3.67%	3.67%	213	0	0.0%	Q2 2026	Aug 04, 2026
EP Wealth Advisors, LLC	History	No change	21,686	4,078	0.02%	0.02%	214	0	0.0%	Q2 2026	Aug 11, 2026
Trek Financial, LLC	History	No change	21,296	4,005	0.2%	0.2%	215	0	0.0%	Q2 2026	Aug 13, 2026
Colorado Capital Management, Inc.	History	No change	21,049	3,959	1.35%	1.35%	216	0	0.0%	Q2 2026	Jul 08, 2026
Orion Porfolio Solutions, LLC	History	No change	20,934	3,937	0.03%	0.03%	217	0	0.0%	Q2 2026	Aug 14, 2026
D.A. DAVIDSON & CO.	History	No change	20,849	3,921	0.02%	0.02%	218	0	0.0%	Q2 2026	Jul 24, 2026
Bulwark Capital Corp	History	No change	20,845	3,920	2.21%	2.21%	219	0	0.0%	Q2 2026	Jul 06, 2026
Caprock Group, LLC	History	No change	20,633	3,881	0.07%	0.07%	220	0	0.0%	Q2 2026	Jul 27, 2026
JANE STREET GROUP, LLC	History	No change	20,310	3,820	0.0%	0.0%	221	0	0.0%	Q2 2026	Aug 14, 2026
Wealthcare Advisory Partners LLC	History	No change	20,021	3,765	0.07%	0.07%	222	0	0.0%	Q2 2026	Jul 09, 2026
Ameritas Advisory Services, LLC	History	No change	19,833	3,730	0.08%	0.08%	223	0	0.0%	Q2 2026	Aug 14, 2026
RFG Advisory, LLC	History	No change	19,499	3,667	0.06%	0.06%	224	0	0.0%	Q2 2026	Jul 15, 2026
Sovereign Financial Group, Inc.	History	No change	19,353	3,640	0.56%	0.56%	225	0	0.0%	Q2 2026	Jul 24, 2026
Eagle Strategies LLC	History	No change	19,207	3,612	0.36%	0.36%	226	0	0.0%	Q2 2026	Jul 21, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS	History	No change	18,869	3,549	0.34%	0.34%	227	0	0.0%	Q2 2026	Jul 22, 2026
HARBOUR INVESTMENTS, INC.	History	No change	18,803	3,536	0.05%	0.05%	228	0	0.0%	Q2 2026	Aug 12, 2026
RASP WEALTH SOLUTIONS, LLC	History	No change	18,787	3,533	1.18%	1.18%	229	0	0.0%	Q2 2026	Aug 11, 2026
SEEDS INVESTOR LLC	History	No change	18,731	3,523	0.36%	0.36%	230	0	0.0%	Q2 2026	Aug 12, 2026
Stokes Family Office, LLC	History	No change	18,410	3,462	0.4%	0.4%	231	0	0.0%	Q2 2026	Aug 11, 2026
PRIVATE TRUST CO NA	History	No change	18,263	3,435	0.27%	0.27%	232	0	0.0%	Q2 2026	Jul 28, 2026
HighPoint Advisor Group LLC	History	No change	17,664	3,322	0.12%	0.12%	233	0	0.0%	Q2 2026	Aug 05, 2026
Sigma Planning Corp	History	No change	17,366	3,266	0.08%	0.08%	234	0	0.0%	Q2 2026	Aug 07, 2026
NICOLET BANKSHARES INC	History	No change	17,015	3,199	0.1%	0.1%	235	0	0.0%	Q2 2026	Aug 11, 2026
NEW WAVE WEALTH ADVISORS LLC	History	No change	16,969	3,191	0.87%	0.87%	236	0	0.0%	Q2 2026	Jul 23, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	History	No change	16,947	3,187	0.32%	0.32%	237	0	0.0%	Q2 2026	Jul 16, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	History	No change	16,875	3,173	0.82%	0.82%	238	0	0.0%	Q2 2026	Aug 07, 2026
NBT BANK, N.A.	History	No change	16,536	3,110	0.21%	0.21%	239	0	0.0%	Q2 2026	Jul 29, 2026
CAHILL FINANCIAL ADVISORS INC	History	No change	16,512	3,105	0.3%	0.3%	240	0	0.0%	Q2 2026	Aug 11, 2026
TriaGen Wealth Management LLC	History	No change	16,483	3,100	0.78%	0.78%	241	0	0.0%	Q2 2026	Jul 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	16,405	3,085	0.0%	0.0%	242	0	0.0%	Q2 2026	Aug 13, 2026
Integrated Advisors Network LLC	History	No change	16,030	3,015	0.14%	0.14%	243	0	0.0%	Q2 2026	Aug 11, 2026
HOLLENCREST CAPITAL MANAGEMENT	History	No change	15,679	2,949	0.19%	0.19%	244	0	0.0%	Q2 2026	Aug 13, 2026
Arax Advisory Partners	History	No change	15,532	2,921	0.02%	0.02%	245	0	0.0%	Q2 2026	Aug 10, 2026
Vestmark Advisory Solutions, Inc.	History	No change	15,436	2,903	0.03%	0.03%	246	0	0.0%	Q2 2026	Aug 14, 2026
Watchman Group, Inc.	History	No change	15,069	2,834	0.63%	0.63%	247	0	0.0%	Q2 2026	Jul 24, 2026
Biondo Investment Advisors, LLC	History	No change	14,952	2,812	0.34%	0.34%	248	0	0.0%	Q2 2026	Aug 13, 2026
Provenance Wealth Advisors, LLC	History	No change	14,763	2,776	0.26%	0.26%	249	0	0.0%	Q2 2026	Jul 24, 2026
OPPENHEIMER & CO INC	History	No change	14,707	2,766	0.03%	0.03%	250	0	0.0%	Q2 2026	Aug 03, 2026
ELEVATION POINT WEALTH PARTNERS, LLC	History	No change	14,687	2,762	0.05%	0.05%	251	0	0.0%	Q2 2026	Aug 12, 2026
Keenan, LLC	History	No change	14,602	2,746	1.94%	1.94%	252	0	0.0%	Q2 2026	Aug 07, 2026
PLANNING DIRECTIONS INC	History	No change	14,559	2,738	1.27%	1.27%	253	0	0.0%	Q2 2026	Aug 10, 2026
Farther Finance Advisors, LLC	History	Added to	13,805	2,674	0.02%	0.02%	254	+153	1.12%	Q3 2026	Oct 08, 2026
PFG Advisors	History	No change	14,215	2,673	0.13%	0.13%	255	0	0.0%	Q2 2026	Jul 16, 2026
COLUMBIA ADVISORY PARTNERS LLC	History	No change	14,190	2,668	1.47%	1.47%	256	0	0.0%	Q2 2026	Jul 23, 2026
BRIGHTON JONES LLC	History	No change	13,837	2,602	0.05%	0.05%	257	0	0.0%	Q2 2026	Aug 11, 2026
NewEdge Wealth, LLC	History	No change	13,793	2,594	0.03%	0.03%	258	0	0.0%	Q2 2026	Aug 10, 2026
MGO ONE SEVEN LLC	History	No change	13,735	2,583	0.04%	0.04%	259	0	0.0%	Q2 2026	Jul 31, 2026
Topel & Distasi Wealth Management, LLC	History	No change	13,625	2,562	1.24%	1.24%	260	0	0.0%	Q2 2026	Aug 07, 2026
Vise Technologies, Inc.	History	No change	13,367	2,514	0.03%	0.03%	261	0	0.0%	Q2 2026	Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	No change	13,172	2,477	0.09%	0.09%	262	0	0.0%	Q2 2026	Jul 22, 2026
Navigation Group, LLC	History	No change	12,619	2,373	0.46%	0.46%	263	0	0.0%	Q2 2026	Jul 29, 2026
Cerity Partners LLC	History	No change	12,429	2,337	0.0%	0.0%	264	0	0.0%	Q2 2026	Aug 14, 2026
GC Wealth Management RIA, LLC	History	No change	12,343	2,321	0.13%	0.13%	265	0	0.0%	Q2 2026	Jul 16, 2026
BCS Wealth Management	History	No change	12,303	2,314	0.42%	0.42%	266	0	0.0%	Q2 2026	Jul 16, 2026
Summit Financial, LLC	History	No change	12,261	2,306	0.03%	0.03%	267	0	0.0%	Q2 2026	Aug 12, 2026
White Lighthouse Investment Management Inc.	History	No change	12,257	2,305	0.29%	0.29%	268	0	0.0%	Q2 2026	Aug 04, 2026
RFG - Bristol Wealth Advisors, LLC	History	No change	12,144	2,284	0.55%	0.55%	269	0	0.0%	Q2 2026	Jul 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	12,015	2,259	0.01%	0.01%	270	0	0.0%	Q2 2026	Aug 13, 2026
XTX Topco Ltd	History	No change	11,937	2,245	0.03%	0.03%	271	0	0.0%	Q2 2026	Aug 14, 2026
Apella Capital, LLC	History	Added to	11,227	2,229	0.03%	0.01%	272	+7,918	239.29%	Q3 2026	Oct 08, 2026
ROBINSON SMITH WEALTH ADVISORS LLC	History	No change	11,772	2,214	1.33%	1.33%	273	0	0.0%	Q2 2026	Jul 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	No change	11,727	2,205	0.09%	0.09%	274	0	0.0%	Q2 2026	Jul 27, 2026
UPTICK PARTNERS, LLC	History	No change	11,670	2,195	0.34%	0.34%	275	0	0.0%	Q2 2026	Aug 10, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	History	No change	11,609	2,183	0.22%	0.22%	276	0	0.0%	Q2 2026	Aug 13, 2026
BEAM WEALTH ADVISORS, INC.	History	No change	11,491	2,161	0.48%	0.48%	277	0	0.0%	Q2 2026	Jul 29, 2026
Sequoia Financial Advisors, LLC	History	No change	11,430	2,149	0.01%	0.01%	278	0	0.0%	Q2 2026	Jul 17, 2026
Perennial Investment Advisors, LLC	History	No change	11,388	2,141	0.14%	0.14%	279	0	0.0%	Q2 2026	Aug 14, 2026
Inspire Advisors, LLC	History	No change	11,166	2,100	0.15%	0.15%	280	0	0.0%	Q2 2026	Aug 13, 2026
Sterling Investment Counsel, LLC	History	No change	11,129	2,093	0.49%	0.49%	281	0	0.0%	Q2 2026	Jul 20, 2026
St. Clair Advisors, LLC	History	No change	11,054	2,079	0.53%	0.53%	282	0	0.0%	Q2 2026	Jul 06, 2026
GLENMEDE TRUST CO NA	History	No change	10,815	2,034	0.01%	0.01%	283	0	0.0%	Q2 2026	Aug 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	10,621	1,997	0.01%	0.01%	284	0	0.0%	Q2 2026	Aug 14, 2026
PRESILIUM PRIVATE WEALTH, LLC	History	No change	10,621	1,997	0.31%	0.31%	285	0	0.0%	Q2 2026	Jul 22, 2026
GSG Advisors LLC	History	No change	10,616	1,996	0.44%	0.44%	286	0	0.0%	Q2 2026	Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP	History	No change	10,550	1,984	0.02%	0.02%	287	0	0.0%	Q2 2026	Jul 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	No change	10,428	1,961	0.09%	0.09%	288	0	0.0%	Q2 2026	Jul 23, 2026
YHB Investment Advisors, Inc.	History	Reduced	9,982	1,934	0.12%	0.12%	289	-95	-0.94%	Q3 2026	Oct 08, 2026
Hubbell Strickland Wealth Management, LLC	History	No change	10,171	1,913	0.69%	0.69%	290	0	0.0%	Q2 2026	Jul 29, 2026
Diversified Enterprises, LLC	History	No change	10,144	1,908	0.09%	0.09%	291	0	0.0%	Q2 2026	Jul 31, 2026
CITIGROUP INC	History	No change	10,121	1,903	0.0%	0.0%	292	0	0.0%	Q2 2026	Aug 03, 2026
CIM, LLC	History	No change	10,063	1,892	0.24%	0.24%	293	0	0.0%	Q2 2026	Aug 13, 2026
Darden Wealth Group Inc	History	No change	10,046	1,889	0.75%	0.75%	294	0	0.0%	Q2 2026	Aug 06, 2026
Waverly Advisors, LLC	History	No change	9,880	1,858	0.01%	0.01%	295	0	0.0%	Q2 2026	Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC	History	No change	9,807	1,844	0.05%	0.05%	296	0	0.0%	Q2 2026	Jul 31, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	No change	9,788	1,841	0.56%	0.56%	297	0	0.0%	Q2 2026	Jul 29, 2026
Crestwood Advisors Group, LLC	History	No change	9,698	1,824	0.03%	0.03%	298	0	0.0%	Q2 2026	Aug 03, 2026
SWEENEY & MICHEL, LLC	History	No change	9,359	1,817	0.48%	0.48%	299	0	0.0%	Q2 2026	Aug 10, 2026
SATOVSKY ASSET MANAGEMENT LLC	History	No change	9,470	1,781	0.28%	0.28%	300	0	0.0%	Q2 2026	Aug 13, 2026
Investors Research Corp	History	Added to	9,164	1,775	0.31%	0.3%	301	+197	2.2%	Q3 2026	Oct 07, 2026
CATALYST PRIVATE WEALTH, LLC	History	No change	9,438	1,775	0.86%	0.86%	302	0	0.0%	Q2 2026	Jul 21, 2026
Heritage Wealth Management, Inc. /CA/	History	No change	9,418	1,771	0.67%	0.67%	303	0	0.0%	Q2 2026	Jul 22, 2026
COMMERCE BANK	History	No change	9,391	1,766	0.01%	0.01%	304	0	0.0%	Q2 2026	Aug 12, 2026
Trilogy Capital Inc.	History	No change	9,259	1,741	0.07%	0.07%	305	0	0.0%	Q2 2026	Jul 02, 2026
MATAURO, LLC	History	No change	9,214	1,733	0.23%	0.23%	306	0	0.0%	Q2 2026	Jul 21, 2026
Barnes Dennig Private Wealth Management LLC	History	No change	9,157	1,722	1.38%	1.38%	307	0	0.0%	Q2 2026	Jul 15, 2026
Parallel Advisors, LLC	History	No change	9,027	1,697	0.03%	0.03%	308	0	0.0%	Q2 2026	Aug 05, 2026
PATTEN & PATTEN INC/TN	History	No change	9,010	1,694	0.09%	0.09%	309	0	0.0%	Q2 2026	Aug 05, 2026
VICTORY FINANCIAL GROUP, LLC	History	No change	8,955	1,684	0.18%	0.18%	310	0	0.0%	Q2 2026	Jul 28, 2026
FRANKLIN RESOURCES INC	History	No change	8,843	1,663	0.0%	0.0%	311	0	0.0%	Q2 2026	Aug 13, 2026
Keystone Financial Group	History	No change	8,739	1,643	0.1%	0.1%	312	0	0.0%	Q2 2026	Jul 29, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	History	No change	8,320	1,564	0.09%	0.09%	313	0	0.0%	Q2 2026	Jul 31, 2026
High Point Wealth Management, LLC	History	No change	8,261	1,553	1.27%	1.27%	314	0	0.0%	Q2 2026	Jul 20, 2026
Benchmark Financial Wealth Advisors, LLC	History	No change	8,221	1,546	0.38%	0.38%	315	0	0.0%	Q2 2026	Jul 17, 2026
RITHOLTZ WEALTH MANAGEMENT	History	No change	8,175	1,537	0.02%	0.02%	316	0	0.0%	Q2 2026	Aug 11, 2026
VAUGHAN & Co SECURITIES, INC.	History	No change	8,155	1,533	0.71%	0.71%	317	0	0.0%	Q2 2026	Aug 03, 2026
Symphony Financial, Ltd. Co.	History	No change	8,150	1,526	0.17%	0.17%	318	0	0.0%	Q2 2026	Aug 03, 2026
Wealth Management Partners, LLC	History	No change	8,039	1,511	0.36%	0.36%	319	0	0.0%	Q2 2026	Jul 22, 2026
Total Clarity Wealth Management, Inc.	History	No change	8,027	1,509	0.29%	0.29%	320	0	0.0%	Q2 2026	Jul 23, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC	History	No change	8,005	1,505	0.18%	0.18%	321	0	0.0%	Q2 2026	Aug 11, 2026
Summit Wealth Partners, LLC	History	No change	7,938	1,493	0.21%	0.21%	322	0	0.0%	Q2 2026	Aug 03, 2026
American State Bank (Iowa)	History	No change	7,895	1,484	0.6%	0.6%	323	0	0.0%	Q2 2026	Jul 09, 2026
BESSEMER GROUP INC	History	No change	7,876	1,481	0.0%	0.0%	324	0	0.0%	Q2 2026	Aug 12, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC	History	No change	7,809	1,452	0.47%	0.47%	325	0	0.0%	Q2 2026	Jul 23, 2026
Park Place Capital Corp	History	No change	7,722	1,452	0.23%	0.23%	326	0	0.0%	Q2 2026	Aug 13, 2026
Chicago Partners Investment Group LLC	History	No change	7,888	1,441	0.03%	0.03%	327	0	0.0%	Q2 2026	Jul 29, 2026
Apollon Financial, LLC	History	No change	7,642	1,437	0.17%	0.17%	328	0	0.0%	Q2 2026	Jul 22, 2026
One Day In July LLC	History	No change	7,627	1,434	0.1%	0.1%	329	0	0.0%	Q2 2026	Aug 03, 2026
MONECO ADVISORS, LLC	History	No change	7,602	1,429	0.09%	0.09%	330	0	0.0%	Q2 2026	Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	No change	7,547	1,419	0.01%	0.01%	331	0	0.0%	Q2 2026	Aug 14, 2026
Ipswich Investment Management Co., Inc.	History	No change	7,521	1,414	0.3%	0.3%	332	0	0.0%	Q2 2026	Jul 16, 2026
Innovative Wealth Building LLC	History	No change	7,433	1,398	0.81%	0.81%	333	0	0.0%	Q2 2026	Jul 23, 2026
Savvy Advisors, Inc.	History	No change	7,233	1,360	0.03%	0.03%	334	0	0.0%	Q2 2026	Aug 03, 2026
Ascentis Wealth Management, LLC	History	No change	7,178	1,350	0.2%	0.2%	335	0	0.0%	Q2 2026	Jul 30, 2026
TL Private Wealth	History	No change	7,232	1,346	0.49%	0.49%	336	0	0.0%	Q2 2026	Jul 08, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	No change	7,122	1,339	0.02%	0.02%	337	0	0.0%	Q2 2026	Jul 14, 2026
PFG Investments, LLC	History	No change	7,038	1,323	0.05%	0.05%	338	0	0.0%	Q2 2026	Jul 23, 2026
Ullmann Wealth Partners Group, LLC	History	No change	7,033	1,322	0.12%	0.12%	339	0	0.0%	Q2 2026	Aug 10, 2026
Inscription Capital, LLC	History	No change	7,031	1,322	0.12%	0.12%	340	0	0.0%	Q2 2026	Aug 13, 2026
Prosperity Consulting Group, LLC	History	No change	6,983	1,313	0.05%	0.05%	341	0	0.0%	Q2 2026	Aug 13, 2026
Graney & King, LLC	History	No change	6,968	1,310	0.47%	0.47%	342	0	0.0%	Q2 2026	Aug 07, 2026
Burns Matteson Capital Management, LLC	History	No change	6,932	1,303	0.41%	0.41%	343	0	0.0%	Q2 2026	Jul 17, 2026
Eldridge Investment Advisors, Inc.	History	No change	6,845	1,287	0.25%	0.25%	344	0	0.0%	Q2 2026	Aug 10, 2026
SAPIENT CAPITAL LLC	History	Added to	6,608	1,280	0.02%	0.01%	345	+527	8.67%	Q3 2026	Oct 08, 2026
Grey Fox Wealth Advisors, LLC	History	No change	6,779	1,275	0.2%	0.2%	346	0	0.0%	Q2 2026	Jul 17, 2026
AE Wealth Management LLC	History	No change	6,760	1,271	0.01%	0.01%	347	0	0.0%	Q2 2026	Aug 03, 2026
Renasant Bank	History	No change	6,750	1,269	0.82%	0.82%	348	0	0.0%	Q2 2026	Aug 11, 2026
Elevation Capital Advisory, LLC	History	No change	6,719	1,263	0.49%	0.49%	349	0	0.0%	Q2 2026	Jul 27, 2026
Venture Visionary Partners LLC	History	Reduced	6,479	1,255	0.03%	0.03%	350	-24	-0.37%	Q3 2026	Oct 07, 2026
MAGNOLIA CAPITAL ADVISORS LLC	History	No change	6,653	1,251	0.21%	0.21%	351	0	0.0%	Q2 2026	Aug 14, 2026
PGIM Custom Harvest LLC	History	No change	6,649	1,250	0.02%	0.02%	352	0	0.0%	Q2 2026	Aug 13, 2026
Weil Company, Inc.	History	No change	6,636	1,248	0.22%	0.22%	353	0	0.0%	Q2 2026	Aug 05, 2026
Vanguard Personalized Indexing Management, LLC	History	No change	6,606	1,242	0.01%	0.01%	354	0	0.0%	Q2 2026	Aug 11, 2026
Gladstone Institutional Advisory LLC	History	No change	6,578	1,237	0.04%	0.04%	355	0	0.0%	Q2 2026	Jul 27, 2026
Pathstone Holdings, LLC	History	No change	6,531	1,228	0.0%	0.0%	356	0	0.0%	Q2 2026	Aug 13, 2026
Meridian Financial Advisors, LLC	History	No change	6,531	1,228	0.59%	0.59%	357	0	0.0%	Q2 2026	Jul 22, 2026
MLG Wealth Management DBA Pine Grove Financial Group	History	No change	6,528	1,227	0.12%	0.12%	358	0	0.0%	Q2 2026	Sep 02, 2026
IMA Advisory Services, Inc.	History	No change	6,505	1,223	0.08%	0.08%	359	0	0.0%	Q2 2026	Aug 10, 2026
Texas Capital Bank Wealth Management Services Inc	History	No change	6,507	1,223	0.07%	0.07%	360	0	0.0%	Q2 2026	Aug 07, 2026
VERUS CAPITAL PARTNERS, LLC	History	No change	6,367	1,197	0.06%	0.06%	361	0	0.0%	Q2 2026	Aug 06, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV	History	No change	6,337	1,191	0.27%	0.27%	362	0	0.0%	Q2 2026	Aug 10, 2026
Van Hulzen Asset Management, LLC	History	No change	6,287	1,182	0.08%	0.08%	363	0	0.0%	Q2 2026	Aug 13, 2026
WESTCO ADVISORY SERVICES INC /ADV	History	No change	6,221	1,170	0.71%	0.71%	364	0	0.0%	Q2 2026	Jul 28, 2026
Ashton Thomas Private Wealth, LLC	History	No change	6,222	1,170	0.02%	0.02%	365	0	0.0%	Q2 2026	Jul 29, 2026
XML Financial, LLC	History	No change	6,164	1,159	0.08%	0.08%	366	0	0.0%	Q2 2026	Jul 24, 2026
Intrua Financial, LLC	History	No change	6,036	1,135	0.1%	0.1%	367	0	0.0%	Q2 2026	Jul 24, 2026
Private Wealth Partners, LLC	History	No change	6,028	1,133	0.08%	0.08%	368	0	0.0%	Q2 2026	Aug 03, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC	History	No change	6,000	1,128	0.18%	0.18%	369	0	0.0%	Q2 2026	Jul 29, 2026
TITLEIST ASSET MANAGEMENT, LLC	History	Added to	5,772	1,118	0.07%	0.07%	370	+557	10.68%	Q3 2026	Oct 08, 2026
Twelve Points Wealth Management LLC	History	No change	5,922	1,113	0.22%	0.22%	371	0	0.0%	Q2 2026	Aug 07, 2026
SeaCrest Wealth Management, LLC	History	No change	5,863	1,102	0.12%	0.12%	372	0	0.0%	Q2 2026	Jul 09, 2026
Tannin Capital LLC	History	No change	5,814	1,093	0.72%	0.72%	373	0	0.0%	Q2 2026	Aug 04, 2026
Visionary Wealth Advisors	History	No change	5,807	1,092	0.04%	0.04%	374	0	0.0%	Q2 2026	Aug 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	No change	5,798	1,090	0.04%	0.04%	375	0	0.0%	Q2 2026	Jul 21, 2026
NTV ASSET MANAGEMENT LLC	History	No change	5,772	1,085	0.11%	0.11%	376	0	0.0%	Q2 2026	Aug 05, 2026
Axis Wealth Partners, LLC	History	No change	5,717	1,075	0.52%	0.52%	377	0	0.0%	Q2 2026	Jul 28, 2026
TCTC Holdings, LLC	History	No change	5,699	1,071	0.03%	0.03%	378	0	0.0%	Q2 2026	Aug 11, 2026
Wescott Financial Advisory Group, LLC	History	No change	5,635	1,059	0.08%	0.08%	379	0	0.0%	Q2 2026	Aug 04, 2026
Meridian Wealth Management, LLC	History	No change	5,612	1,055	0.03%	0.03%	380	0	0.0%	Q2 2026	Aug 05, 2026
Geneos Wealth Management Inc.	History	No change	5,585	1,050	0.02%	0.02%	381	0	0.0%	Q2 2026	Aug 06, 2026
Baltimore-Washington Financial Advisors, Inc.	History	No change	5,525	1,039	0.04%	0.04%	382	0	0.0%	Q2 2026	Aug 13, 2026
WHALEROCK POINT PARTNERS, LLC	History	No change	5,509	1,036	0.18%	0.18%	383	0	0.0%	Q2 2026	Aug 13, 2026
United Advisor Group, LLC	History	No change	5,441	1,023	0.11%	0.11%	384	0	0.0%	Q2 2026	Jul 29, 2026
Asset Management Group, Inc.	History	No change	5,439	1,022	0.15%	0.15%	385	0	0.0%	Q2 2026	Aug 14, 2026
Ulland Investment Advisors, LLC	History	No change	5,390	1,014	0.75%	0.75%	386	0	0.0%	Q2 2026	Jul 16, 2026
MidAtlantic Capital Management, Inc.	History	No change	5,394	1,014	0.63%	0.63%	387	0	0.0%	Q2 2026	Aug 10, 2026
Mutual Advisors, LLC	History	No change	5,382	1,012	0.02%	0.02%	388	0	0.0%	Q2 2026	Aug 14, 2026
Bedel Financial Consulting, Inc.	History	No change	5,379	1,011	0.09%	0.09%	389	0	0.0%	Q2 2026	Jul 29, 2026
Moment Partners, LLC	History	No change	5,373	1,010	0.18%	0.18%	390	0	0.0%	Q2 2026	Jul 29, 2026
MILLENNIUM MANAGEMENT LLC	History	No change	5,348	1,005	0.0%	0.0%	391	0	0.0%	Q2 2026	Aug 14, 2026
Colonial Trust Co / SC	History	No change	5,346	1,005	0.13%	0.13%	392	0	0.0%	Q2 2026	Aug 11, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC	History	No change	5,331	1,002	0.1%	0.1%	393	0	0.0%	Q2 2026	Jul 28, 2026
CALTON & ASSOCIATES, INC.	History	No change	5,327	1,001	0.15%	0.15%	394	0	0.0%	Q2 2026	Aug 10, 2026
CONSILIO WEALTH ADVISORS, LLC	History	No change	5,327	1,001	0.24%	0.24%	395	0	0.0%	Q2 2026	Aug 10, 2026
Patriot Financial Group Insurance Agency, LLC	History	No change	5,253	988	0.1%	0.1%	396	0	0.0%	Q2 2026	Jul 16, 2026
J.W. COLE ADVISORS, INC.	History	No change	5,156	969	0.02%	0.02%	397	0	0.0%	Q2 2026	Jul 21, 2026
FC Advisory LLC	History	No change	4,990	966	0.25%	0.25%	398	0	0.0%	Q3 2026	Oct 05, 2026
Wealth Quarterback LLC	History	No change	5,129	964	0.3%	0.3%	399	0	0.0%	Q2 2026	Jul 27, 2026
Betterment LLC	History	No change	5,093	958	0.0%	0.0%	400	0	0.0%	Q2 2026	Aug 14, 2026
CHOREO, LLC	History	No change	5,097	957	0.01%	0.01%	401	0	0.0%	Q2 2026	Aug 04, 2026
Financial Partners Group, Inc	History	No change	5,090	957	0.1%	0.1%	402	0	0.0%	Q2 2026	Jul 23, 2026
GDS Wealth Management	History	No change	5,041	948	0.05%	0.05%	403	0	0.0%	Q2 2026	Aug 13, 2026
MITCHELL CAPITAL MANAGEMENT CO	History	No change	5,037	947	0.14%	0.14%	404	0	0.0%	Q2 2026	Jul 30, 2026
Hoxton Planning & Management, LLC	History	No change	5,014	943	0.25%	0.25%	405	0	0.0%	Q2 2026	Jul 16, 2026
RPG Investment Advisory, LLC	History	No change	4,997	939	0.1%	0.1%	406	0	0.0%	Q2 2026	Aug 04, 2026
Snowden Capital Advisors LLC	History	No change	4,994	939	0.02%	0.02%	407	0	0.0%	Q2 2026	Aug 13, 2026
FIFTH THIRD SECURITIES, INC.	History	No change	4,964	933	0.05%	0.05%	408	0	0.0%	Q2 2026	Jul 15, 2026
FORTE ASSET MANAGEMENT LLC	History	No change	4,949	930	0.38%	0.38%	409	0	0.0%	Q2 2026	Jul 21, 2026
Millington Financial Advisors, LLC	History	No change	5,035	925	0.36%	0.36%	410	0	0.0%	Q2 2026	Aug 07, 2026
HUNTINGTON NATIONAL BANK	History	No change	4,907	922	0.0%	0.0%	411	0	0.0%	Q2 2026	Aug 13, 2026
Rehmann Capital Advisory Group	History	No change	4,898	921	0.04%	0.04%	412	0	0.0%	Q2 2026	Aug 20, 2026
BEARING POINT CAPITAL, LLC	History	No change	4,900	921	0.12%	0.12%	413	0	0.0%	Q2 2026	Aug 11, 2026
Insight Wealth Strategies, LLC	History	No change	4,888	915	0.09%	0.09%	414	0	0.0%	Q2 2026	Jul 10, 2026
TUDOR INVESTMENT CORP ET AL	History	No change	4,845	911	0.0%	0.0%	415	0	0.0%	Q2 2026	Aug 14, 2026
SouthState Bank Corp	History	No change	4,837	909	0.04%	0.04%	416	0	0.0%	Q2 2026	Aug 06, 2026
Integrated Wealth Management	History	No change	4,836	909	0.96%	0.96%	417	0	0.0%	Q2 2026	Aug 10, 2026
WHITTIER TRUST CO	History	No change	4,802	900	0.01%	0.01%	418	0	0.0%	Q2 2026	Jul 27, 2026
Weaver Consulting Group	History	Added to	4,634	897	0.17%	0.17%	419	+172	3.85%	Q3 2026	Oct 07, 2026
Legacy Financial Advisors, Inc.	History	No change	4,756	894	0.11%	0.11%	420	0	0.0%	Q2 2026	Aug 05, 2026
Octavia Wealth Advisors, LLC	History	No change	4,671	878	0.08%	0.08%	421	0	0.0%	Q2 2026	Jul 14, 2026
Empirical Asset Management, LLC	History	No change	4,662	876	0.2%	0.2%	422	0	0.0%	Q2 2026	Aug 10, 2026
MidFirst Bank	History	No change	4,636	871	0.06%	0.06%	423	0	0.0%	Q2 2026	Aug 07, 2026
Kaizen Financial Strategies	History	No change	4,647	870	0.28%	0.28%	424	0	0.0%	Q2 2026	Jul 30, 2026
BENNETT SELBY INVESTMENTS LP	History	No change	4,585	862	0.28%	0.28%	425	0	0.0%	Q2 2026	Jul 24, 2026
VANGUARD ADVISERS INC	History	No change	4,577	860	0.0%	0.0%	426	0	0.0%	Q2 2026	Aug 13, 2026
Leonard Rickey Investment Advisors P.L.L.C.	History	No change	4,528	851	0.13%	0.13%	427	0	0.0%	Q2 2026	Jul 23, 2026
Boyd Wealth Management, LLC	History	No change	4,525	851	0.32%	0.32%	428	0	0.0%	Q2 2026	Jul 16, 2026
Legacy Private Trust Co.	History	Reduced	4,330	838	0.05%	0.05%	429	-370	-7.87%	Q3 2026	Oct 06, 2026
GWN SECURITIES INC.	History	No change	4,445	836	0.14%	0.14%	430	0	0.0%	Q2 2026	Aug 05, 2026
Stratos Wealth Advisors, LLC	History	No change	4,432	833	0.05%	0.05%	431	0	0.0%	Q2 2026	Aug 11, 2026
Sage Financial Management Group, Inc.	History	No change	4,404	828	0.23%	0.23%	432	0	0.0%	Q2 2026	Jul 24, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	No change	4,392	826	0.01%	0.01%	433	0	0.0%	Q2 2026	Jul 28, 2026
Worth Financial Advisory Group, LLC	History	No change	4,365	821	0.34%	0.34%	434	0	0.0%	Q2 2026	Jul 30, 2026
Clark Capital Management Group, Inc.	History	No change	4,337	815	0.0%	0.0%	435	0	0.0%	Q2 2026	Aug 11, 2026
Annex Advisory Services, LLC	History	No change	4,338	815	0.01%	0.01%	436	0	0.0%	Q2 2026	Jul 10, 2026
Simplicity Wealth,LLC	History	No change	4,281	805	0.03%	0.03%	437	0	0.0%	Q2 2026	Aug 06, 2026
Fourth Dimension Wealth, LLC	History	No change	4,273	803	0.25%	0.25%	438	0	0.0%	Q2 2026	Jul 31, 2026
Empower Advisory Group, LLC	History	No change	4,265	802	0.0%	0.0%	439	0	0.0%	Q2 2026	Aug 12, 2026
Godshalk Welsh Capital Management, Inc.	History	No change	4,215	792	0.43%	0.43%	440	0	0.0%	Q2 2026	Aug 14, 2026
Calamos Wealth Management LLC	History	No change	4,171	784	0.02%	0.02%	441	0	0.0%	Q2 2026	Jul 31, 2026
TritonPoint Partners, LLC	History	No change	4,166	783	0.06%	0.06%	442	0	0.0%	Q2 2026	Aug 13, 2026
TRUE Private Wealth Advisors	History	No change	4,143	779	0.07%	0.07%	443	0	0.0%	Q2 2026	Jul 23, 2026
LIBRA WEALTH LLC	History	No change	4,133	777	0.2%	0.2%	444	0	0.0%	Q2 2026	Aug 06, 2026
Smith Salley Wealth Management	History	No change	4,114	773	0.03%	0.03%	445	0	0.0%	Q2 2026	Jul 23, 2026
Elm Partners Management LLC	History	No change	4,100	771	0.02%	0.02%	446	0	0.0%	Q2 2026	Oct 07, 2026
Three Bridge Wealth Advisors, LLC	History	No change	4,095	770	0.19%	0.19%	447	0	0.0%	Q2 2026	Jul 27, 2026
Focus Partners Advisor Solutions, LLC	History	No change	4,086	768	0.01%	0.01%	448	0	0.0%	Q2 2026	Aug 06, 2026
Sterling Capital Management LLC	History	No change	4,061	763	0.01%	0.01%	449	0	0.0%	Q2 2026	Jul 28, 2026
Waterloo Capital, L.P.	History	No change	4,023	756	0.04%	0.04%	450	0	0.0%	Q2 2026	Jul 29, 2026
Meridian Wealth Advisors, LLC	History	No change	4,000	752	0.09%	0.09%	451	0	0.0%	Q2 2026	Aug 14, 2026
AlTi Global, Inc.	History	No change	3,971	746	0.02%	0.02%	452	0	0.0%	Q2 2026	Aug 05, 2026
SILVERLAKE WEALTH MANAGEMENT LLC	History	No change	3,944	741	0.14%	0.14%	453	0	0.0%	Q2 2026	Aug 06, 2026
One Charles Private Wealth Services, LLC	History	No change	3,936	740	0.17%	0.17%	454	0	0.0%	Q2 2026	Jul 15, 2026
FourThought Financial Partners, LLC	History	No change	3,938	740	0.06%	0.06%	455	0	0.0%	Q2 2026	Aug 12, 2026
Kovack Advisors, Inc.	History	No change	3,882	729	0.04%	0.04%	456	0	0.0%	Q2 2026	Jul 28, 2026
Soltis Investment Advisors LLC	History	No change	3,868	727	0.04%	0.04%	457	0	0.0%	Q2 2026	Jul 31, 2026
Thayer Financial, L.L.C.	History	No change	3,855	725	0.66%	0.66%	458	0	0.0%	Q2 2026	Jul 08, 2026
Melone Private Wealth, LLC	History	No change	3,838	721	0.27%	0.27%	459	0	0.0%	Q2 2026	Jul 09, 2026
Financial Engines Advisors L.L.C.	History	No change	3,771	709	0.0%	0.0%	460	0	0.0%	Q2 2026	Aug 14, 2026
PMG Wealth Management, Inc.	History	No change	3,696	695	0.43%	0.43%	461	0	0.0%	Q2 2026	Aug 05, 2026
Beaumont Financial Advisors, LLC	History	No change	3,678	691	0.04%	0.04%	462	0	0.0%	Q2 2026	Aug 04, 2026
Stone Summit Wealth LLC	History	No change	3,661	688	0.17%	0.17%	463	0	0.0%	Q2 2026	Jul 23, 2026
55 North Private Wealth, LLC	History	No change	3,657	687	0.14%	0.14%	464	0	0.0%	Q2 2026	Jul 07, 2026
SUMMITPOINT CAPITAL MANAGEMENT	History	No change	3,636	683	0.74%	0.74%	465	0	0.0%	Q2 2026	Aug 13, 2026
Fielder Capital Group LLC	History	No change	3,573	672	0.15%	0.15%	466	0	0.0%	Q2 2026	Aug 06, 2026
COLLECTIVE FAMILY OFFICE LLC	History	Reduced	3,453	669	0.14%	0.13%	467	-43	-1.23%	Q3 2026	Oct 05, 2026
QRG CAPITAL MANAGEMENT, INC.	History	No change	3,548	667	0.01%	0.01%	468	0	0.0%	Q2 2026	Sep 23, 2026
Bright Futures Wealth Management, LLC.	History	No change	3,540	665	0.43%	0.43%	469	0	0.0%	Q2 2026	Jul 24, 2026
Smartleaf Asset Management LLC	History	No change	3,571	662	0.02%	0.02%	470	0	0.0%	Q2 2026	Aug 12, 2026
Peterson Wealth Advisors, LLC	History	Added to	3,407	660	0.08%	0.08%	471	+4	0.12%	Q3 2026	Oct 08, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC	History	No change	3,489	656	0.25%	0.25%	472	0	0.0%	Q2 2026	Jul 09, 2026
First City Capital Management, Inc.	History	No change	3,440	647	0.31%	0.31%	473	0	0.0%	Q2 2026	Jul 13, 2026
Valeo Financial Advisors, LLC	History	Reduced	3,324	644	0.01%	0.01%	475	-324	-8.88%	Q3 2026	Oct 08, 2026
Advisors Capital Management, LLC	History	No change	3,423	644	0.01%	0.01%	474	0	0.0%	Q2 2026	Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	3,375	634	0.01%	0.01%	476	0	0.0%	Q2 2026	Jul 17, 2026
NORDEN GROUP LLC	History	No change	3,360	631	0.05%	0.05%	477	0	0.0%	Q2 2026	Jul 29, 2026
ELEVATUS WELATH MANAGEMENT	History	No change	3,320	624	0.15%	0.15%	478	0	0.0%	Q2 2026	Aug 13, 2026
ADAPT WEALTH ADVISORS, LLC	History	No change	3,318	624	0.2%	0.2%	479	0	0.0%	Q2 2026	Aug 12, 2026
RETIREMENT INCOME SOLUTIONS, INC	History	No change	4,000	620	0.11%	0.11%	480	0	0.0%	Q2 2026	Aug 03, 2026
Linscomb Wealth, Inc.	History	No change	3,277	616	0.03%	0.03%	481	0	0.0%	Q2 2026	Jul 31, 2026
Avior Wealth Management, LLC	History	No change	3,257	612	0.02%	0.02%	482	0	0.0%	Q2 2026	Jul 07, 2026
ALTFEST L J & CO INC	History	No change	3,243	609	0.06%	0.06%	483	0	0.0%	Q2 2026	Jul 30, 2026
Connecticut Wealth Management, LLC	History	No change	3,224	606	0.02%	0.02%	484	0	0.0%	Q2 2026	Jul 29, 2026
Collier Financial	History	No change	3,209	603	0.41%	0.41%	485	0	0.0%	Q2 2026	Jul 30, 2026
Anchor Investment Management, LLC	History	No change	3,203	602	0.05%	0.05%	486	0	0.0%	Q2 2026	Sep 15, 2026
Dorsey & Whitney Trust CO LLC	History	No change	3,200	601	0.03%	0.03%	487	0	0.0%	Q2 2026	Aug 14, 2026
NOVEM GROUP	History	No change	3,164	595	0.06%	0.06%	488	0	0.0%	Q2 2026	Jul 21, 2026
POTENTIA WEALTH	History	No change	3,137	590	0.24%	0.24%	489	0	0.0%	Q2 2026	Aug 13, 2026
DAVENPORT & Co LLC	History	No change	3,113	585	0.0%	0.0%	490	0	0.0%	Q2 2026	Jul 13, 2026
Wealthspire Retirement, LLC	History	No change	3,114	585	0.03%	0.03%	491	0	0.0%	Q2 2026	Aug 12, 2026
Shum Financial Group, Inc.	History	No change	3,107	584	0.35%	0.35%	492	0	0.0%	Q2 2026	Jul 22, 2026
TRUST CO OF VERMONT	History	No change	3,098	582	0.02%	0.02%	493	0	0.0%	Q2 2026	Aug 07, 2026
Wealthquest Corp	History	No change	3,087	580	0.04%	0.04%	494	0	0.0%	Q2 2026	Jul 23, 2026
Denver PWM, LLC	History	No change	2,960	575	0.19%	0.19%	495	0	0.0%	Q2 2026	Aug 17, 2026
ST GERMAIN D J CO INC	History	No change	3,055	574	0.02%	0.02%	496	0	0.0%	Q2 2026	Jul 21, 2026
Magnus Financial Group LLC	History	No change	3,043	572	0.04%	0.04%	497	0	0.0%	Q2 2026	Jul 09, 2026
Neuberger Berman Group LLC	History	No change	3,031	570	0.0%	0.0%	498	0	0.0%	Q2 2026	Aug 13, 2026
Fiduciary Alliance LLC	History	No change	3,028	569	0.04%	0.04%	499	0	0.0%	Q2 2026	Jul 20, 2026
TWIN PEAKS WEALTH ADVISORS, LLC	History	No change	3,016	567	0.13%	0.13%	500	0	0.0%	Q2 2026	Aug 13, 2026
Premier Path Wealth Partners, LLC	History	No change	2,987	561	0.06%	0.06%	501	0	0.0%	Q2 2026	Jul 21, 2026
DAGCO, INC.	History	No change	2,974	559	0.1%	0.1%	502	0	0.0%	Q2 2026	Jul 10, 2026
OARSMAN CAPITAL, INC.	History	No change	2,963	557	0.06%	0.06%	503	0	0.0%	Q2 2026	Aug 07, 2026
KFA Private Wealth Group, LLC	History	Added to	2,829	548	0.13%	0.13%	504	+1	0.04%	Q3 2026	Oct 07, 2026
Maridea Wealth Management LLC	History	No change	2,917	548	0.06%	0.06%	505	0	0.0%	Q2 2026	Aug 06, 2026
Armbruster Capital Management, Inc.	History	No change	2,900	545	0.08%	0.08%	506	0	0.0%	Q2 2026	Jul 16, 2026
GREENLEAF TRUST	History	No change	2,884	542	0.01%	0.01%	507	0	0.0%	Q2 2026	Jul 21, 2026
Allen Capital Group, LLC	History	No change	2,880	541	0.04%	0.04%	508	0	0.0%	Q2 2026	Jul 27, 2026
Belvedere Trading LLC	History	No change	2,879	541	0.0%	0.0%	509	0	0.0%	Q2 2026	Jul 31, 2026
Forvis Mazars Wealth Advisors, LLC	History	No change	2,875	540	0.01%	0.01%	510	0	0.0%	Q2 2026	Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	2,847	535	0.0%	0.0%	511	0	0.0%	Q2 2026	Aug 12, 2026
NOMURA ASSET MANAGEMENT CO LTD	History	No change	2,838	533	0.0%	0.0%	512	0	0.0%	Q2 2026	Aug 13, 2026
Clearbridge Investments, LLC	History	No change	2,795	525	0.0%	0.0%	513	0	0.0%	Q2 2026	Aug 13, 2026
Financial Planning Hawaii, Inc.	History	No change	2,785	523	0.28%	0.28%	514	0	0.0%	Q2 2026	Jul 23, 2026
CENTRAL VALLEY ADVISORS, LLC	History	No change	2,777	522	0.13%	0.13%	515	0	0.0%	Q2 2026	Jul 21, 2026
Ancora Advisors LLC	History	No change	2,744	516	0.01%	0.01%	516	0	0.0%	Q2 2026	Aug 14, 2026
Wealthspire Advisors, LLC	History	No change	2,716	510	0.0%	0.0%	517	0	0.0%	Q2 2026	Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC	History	No change	2,710	509	0.0%	0.0%	518	0	0.0%	Q2 2026	Aug 14, 2026
Westmount Partners, LLC	History	No change	2,696	507	0.11%	0.11%	519	0	0.0%	Q2 2026	Jul 07, 2026
Founders Financial Alliance, LLC	History	No change	2,665	501	0.07%	0.07%	520	0	0.0%	Q2 2026	Aug 04, 2026
Pallas Capital Advisors LLC	History	No change	2,661	500	0.02%	0.02%	521	0	0.0%	Q2 2026	Aug 07, 2026
American Trust	History	No change	2,658	499	0.04%	0.04%	522	0	0.0%	Q2 2026	Aug 14, 2026
HUB Investment Partners, LLC	History	No change	2,644	497	0.01%	0.01%	523	0	0.0%	Q2 2026	Jul 31, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	No change	2,647	497	0.02%	0.02%	524	0	0.0%	Q2 2026	Aug 14, 2026
FIDELIS CAPITAL PARTNERS, LLC	History	No change	2,630	494	0.03%	0.03%	525	0	0.0%	Q2 2026	Aug 13, 2026
Brookstone Capital Management	History	No change	2,624	493	0.0%	0.0%	526	0	0.0%	Q2 2026	Jul 15, 2026
Tower Research Capital LLC (TRC)	History	No change	2,620	492	0.01%	0.01%	527	0	0.0%	Q2 2026	Aug 11, 2026
SIGNATUREFD, LLC	History	No change	2,609	490	0.01%	0.01%	528	0	0.0%	Q2 2026	Jul 23, 2026
Laird Norton Wetherby Trust Company, LLC	History	No change	2,600	489	0.01%	0.01%	529	0	0.0%	Q2 2026	Aug 14, 2026
Composition Wealth, LLC	History	No change	2,592	487	0.01%	0.01%	530	0	0.0%	Q2 2026	Jul 22, 2026
Northside Capital Management, LLC	History	No change	2,570	483	0.04%	0.04%	531	0	0.0%	Q2 2026	Jul 10, 2026
OneAscent Financial Services LLC	History	No change	2,546	478	0.02%	0.02%	532	0	0.0%	Q2 2026	Aug 11, 2026
FIDUCIARY FINANCIAL GROUP, LLC	History	No change	2,536	476	0.05%	0.05%	533	0	0.0%	Q2 2026	Jul 10, 2026
Chevy Chase Trust Holdings, LLC	History	No change	2,511	472	0.0%	0.0%	534	0	0.0%	Q2 2026	Aug 14, 2026
FF Advisors,LLC	History	No change	2,510	472	0.18%	0.18%	535	0	0.0%	Q2 2026	Jul 29, 2026
HOEY INVESTMENTS, INC	History	No change	2,500	470	0.06%	0.06%	536	0	0.0%	Q2 2026	Jul 27, 2026
Frederick Financial Consultants, LLC	History	No change	2,480	466	0.2%	0.2%	537	0	0.0%	Q2 2026	Aug 14, 2026
GenWealth Group, Inc.	History	No change	2,468	464	0.07%	0.07%	538	0	0.0%	Q2 2026	Jul 10, 2026
Apollon Wealth Management, LLC	History	No change	2,459	462	0.01%	0.01%	539	0	0.0%	Q2 2026	Jul 22, 2026
HEADINVEST, LLC	History	No change	2,455	461	0.09%	0.09%	540	0	0.0%	Q2 2026	Aug 14, 2026
IFP Advisors, Inc	History	No change	2,455	461	0.01%	0.01%	541	0	0.0%	Q2 2026	Jul 20, 2026
Wilmington Savings Fund Society, FSB	History	No change	2,425	456	0.01%	0.01%	542	0	0.0%	Q2 2026	Jul 28, 2026
AFT, FORSYTH & COMPANY, INC.	History	No change	2,412	453	0.22%	0.22%	543	0	0.0%	Q2 2026	Aug 14, 2026
Birchwood Financial Partners, Inc.	History	No change	2,412	453	0.37%	0.37%	544	0	0.0%	Q2 2026	Aug 06, 2026
Alesco Advisors, LLC, An ESL Co	History	No change	2,400	451	0.01%	0.01%	545	0	0.0%	Q2 2026	Aug 05, 2026
Key FInancial Inc	History	No change	2,400	451	0.07%	0.07%	546	0	0.0%	Q2 2026	Jul 24, 2026
Peak Planning Group, LLC	History	No change	2,396	450	0.1%	0.1%	547	0	0.0%	Q2 2026	Aug 12, 2026
FIRST TRUST ADVISORS LP	History	No change	2,373	446	0.0%	0.0%	548	0	0.0%	Q2 2026	Aug 11, 2026
ELEMENT POINTE ADVISORS, LLC	History	No change	2,373	446	0.07%	0.07%	549	0	0.0%	Q2 2026	Aug 07, 2026
WealthCare Investment Partners, LLC	History	No change	2,373	446	0.11%	0.11%	550	0	0.0%	Q2 2026	Aug 10, 2026
FIRST AMERICAN TRUST, FSB	History	No change	2,370	445	0.03%	0.03%	551	0	0.0%	Q2 2026	Aug 10, 2026
Ellevest, Inc.	History	No change	2,359	443	0.05%	0.05%	552	0	0.0%	Q2 2026	Aug 10, 2026
Joel Isaacson & Co., LLC	History	No change	2,345	441	0.01%	0.01%	553	0	0.0%	Q2 2026	Aug 04, 2026
NWAM LLC	History	No change	2,342	440	0.02%	0.02%	554	0	0.0%	Q2 2026	Jul 23, 2026
Williams Jones Wealth Management, LLC.	History	No change	2,315	435	0.0%	0.0%	555	0	0.0%	Q2 2026	Aug 05, 2026
Palogic Value Management, L.P.	History	No change	2,301	432	0.14%	0.14%	556	0	0.0%	Q2 2026	Aug 14, 2026
Beacon Harbor Wealth Advisors, Inc.	History	No change	2,314	427	0.08%	0.08%	557	0	0.0%	Q2 2026	Aug 07, 2026
WEALTH ALLIANCE, LLC	History	No change	2,268	426	0.04%	0.04%	558	0	0.0%	Q2 2026	Aug 11, 2026
Family Legacy Financial Solutions, LLC	History	Added to	2,190	424	0.25%	0.25%	559	+2	0.09%	Q3 2026	Oct 07, 2026
BROWN ADVISORY INC	History	No change	2,253	423	0.0%	0.0%	560	0	0.0%	Q2 2026	Aug 14, 2026
Cannon Financial Strategists, Inc.	History	No change	2,250	423	0.05%	0.05%	561	0	0.0%	Q2 2026	Aug 07, 2026
RIVERBRIDGE PARTNERS LLC	History	No change	2,237	420	0.01%	0.01%	562	0	0.0%	Q2 2026	Jul 13, 2026
FINANCIAL MANAGEMENT NETWORK INC	History	No change	2,286	420	0.06%	0.06%	563	0	0.0%	Q2 2026	Aug 06, 2026
Providence Financial Advisors, LLC	History	No change	2,200	413	0.23%	0.23%	564	0	0.0%	Q2 2026	Jul 31, 2026
Echo45 Advisors LLC	History	New	2,113	409	0.19%	—	566	+2,113	New	Q3 2026	Oct 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	2,178	409	0.0%	0.0%	565	0	0.0%	Q2 2026	Jul 28, 2026
GREENWOOD GEARHART LLC	History	No change	2,171	408	0.02%	0.02%	567	0	0.0%	Q2 2026	Jul 24, 2026
Seascape Capital Management	History	No change	2,165	407	0.1%	0.1%	568	0	0.0%	Q2 2026	Jul 21, 2026
Centurion Wealth Management LLC	History	No change	2,165	407	0.1%	0.1%	569	0	0.0%	Q2 2026	Jul 09, 2026
M1 Capital Management LLC	History	No change	2,139	402	0.15%	0.15%	570	0	0.0%	Q2 2026	Aug 11, 2026
Continuum Advisory, LLC	History	No change	2,124	399	0.03%	0.03%	571	0	0.0%	Q2 2026	Aug 06, 2026
Crescent Grove Advisors, LLC	History	No change	2,112	397	0.03%	0.03%	572	0	0.0%	Q2 2026	Aug 10, 2026
J HAGAN CAPITAL, INC.	History	No change	2,108	396	0.18%	0.18%	573	0	0.0%	Q2 2026	Aug 14, 2026
Community Financial Services Group, LLC	History	No change	2,097	392	0.06%	0.06%	574	0	0.0%	Q2 2026	Jul 09, 2026
Summit Global Investments	History	No change	2,070	389	0.02%	0.02%	575	0	0.0%	Q2 2026	Aug 03, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	History	No change	2,070	389	0.07%	0.07%	576	0	0.0%	Q2 2026	Aug 07, 2026
Financial Perspectives, Inc	History	No change	2,071	389	0.09%	0.09%	577	0	0.0%	Q2 2026	Jul 24, 2026
Onyx Bridge Wealth Group LLC	History	No change	2,066	388	0.03%	0.03%	578	0	0.0%	Q2 2026	Jul 23, 2026
Capital Analysts, LLC	History	No change	2,054	387	0.01%	0.01%	579	0	0.0%	Q2 2026	Aug 05, 2026
CWA Asset Management Group, LLC	History	No change	2,048	385	0.01%	0.01%	580	0	0.0%	Q2 2026	Jul 14, 2026
INSTRUMENTAL WEALTH, LLC	History	No change	2,048	385	0.19%	0.19%	581	0	0.0%	Q2 2026	Jul 16, 2026
West Branch Capital LLC	History	No change	2,047	384	0.09%	0.09%	582	0	0.0%	Q2 2026	Jul 10, 2026
Indiana Trust & Investment Management Co	History	No change	2,033	382	0.1%	0.1%	583	0	0.0%	Q2 2026	Jul 22, 2026
CRUX WEALTH ADVISORS	History	No change	2,024	380	0.13%	0.13%	584	0	0.0%	Q2 2026	Jul 21, 2026
LEE DANNER & BASS INC	History	No change	2,010	378	0.02%	0.02%	585	0	0.0%	Q2 2026	Jul 21, 2026
Sowell Financial Services LLC	History	No change	2,015	378	0.01%	0.01%	586	0	0.0%	Q2 2026	Jul 17, 2026
VSM Wealth Advisory, LLC	History	No change	2,004	377	0.1%	0.1%	587	0	0.0%	Q2 2026	Jul 22, 2026
Atlanta Consulting Group Advisors, LLC	History	No change	1,996	375	0.06%	0.06%	588	0	0.0%	Q2 2026	Aug 14, 2026
Oak Asset Management, LLC	History	No change	1,992	374	0.12%	0.12%	589	0	0.0%	Q2 2026	Jul 10, 2026
Verdence Capital Advisors LLC	History	No change	1,981	372	0.02%	0.02%	590	0	0.0%	Q2 2026	Jul 29, 2026
Garrett Wealth Advisory Group, LLC	History	No change	1,981	372	0.06%	0.06%	591	0	0.0%	Q2 2026	Aug 04, 2026
OLD NATIONAL BANCORP /IN/	History	No change	1,970	370	0.01%	0.01%	592	0	0.0%	Q2 2026	Jul 15, 2026
Parkway Wealth Management Group, LLC	History	No change	1,961	368	0.04%	0.04%	593	0	0.0%	Q2 2026	Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	1,956	367	0.0%	0.0%	594	0	0.0%	Q2 2026	Jul 23, 2026
Collaborative Wealth Managment Inc.	History	No change	1,941	365	0.15%	0.15%	595	0	0.0%	Q2 2026	Aug 05, 2026
SFG Wealth Management, LLC.	History	No change	1,942	365	0.13%	0.13%	596	0	0.0%	Q2 2026	Jul 22, 2026
Prime Capital Investment Advisors, LLC	History	No change	1,928	362	0.0%	0.0%	597	0	0.0%	Q2 2026	Aug 05, 2026
Leisure Capital Management	History	No change	1,924	361	0.11%	0.11%	598	0	0.0%	Q2 2026	Jul 24, 2026
Claro Advisors Inc.	History	No change	1,923	361	0.04%	0.04%	599	0	0.0%	Q2 2026	Jul 30, 2026
Nikulski Financial, Inc.	History	No change	1,905	358	0.08%	0.08%	600	0	0.0%	Q2 2026	Jul 28, 2026
Kroeger Financial Partners	History	No change	1,899	357	0.35%	0.35%	601	0	0.0%	Q2 2026	Jul 27, 2026
Legacy Edge Advisors, LLC	History	No change	1,883	354	0.03%	0.03%	602	0	0.0%	Q2 2026	Aug 11, 2026
ALBION FINANCIAL GROUP /UT	History	No change	1,837	345	0.02%	0.02%	603	0	0.0%	Q2 2026	Jul 22, 2026
JMN Financial LLC	History	No change	1,834	344	0.27%	0.27%	604	0	0.0%	Q2 2026	Aug 10, 2026
CVFG LLC	History	No change	1,814	341	0.04%	0.04%	605	0	0.0%	Q2 2026	Aug 11, 2026
Goldstein Advisors, LLC	History	No change	1,809	340	0.03%	0.03%	606	0	0.0%	Q2 2026	Jul 20, 2026
Marble Harbor Investment Counsel, LLC	History	No change	1,800	338	0.03%	0.03%	607	0	0.0%	Q2 2026	Aug 07, 2026
Tidemark, LLC	History	No change	1,802	338	0.08%	0.08%	608	0	0.0%	Q2 2026	Aug 10, 2026
Sage Mountain Advisors LLC	History	No change	1,794	337	0.02%	0.02%	609	0	0.0%	Q2 2026	Aug 05, 2026
D. E. Shaw & Co., Inc.	History	No change	1,786	335	0.0%	0.0%	610	0	0.0%	Q2 2026	Aug 14, 2026
Heritage Family Offices, LLP	History	No change	1,785	335	0.13%	0.13%	611	0	0.0%	Q2 2026	Jul 29, 2026
Pacific Excel Wealth Advisors, Inc.	History	No change	1,785	335	0.13%	0.13%	612	0	0.0%	Q2 2026	Jul 06, 2026
WESBANCO BANK INC	History	No change	1,776	334	0.01%	0.01%	613	0	0.0%	Q2 2026	Jul 28, 2026
Lee Financial Co	History	No change	1,779	334	0.04%	0.04%	614	0	0.0%	Q2 2026	Jul 22, 2026
Storgate, LLC	History	No change	1,771	333	0.07%	0.07%	615	0	0.0%	Q2 2026	Aug 12, 2026
Avantax Planning Partners, Inc.	History	No change	1,761	331	0.01%	0.01%	616	0	0.0%	Q2 2026	Jul 28, 2026
TRITONPOINT WEALTH, LLC	History	No change	1,758	330	0.03%	0.03%	617	0	0.0%	Q2 2026	Aug 11, 2026
Meeder Advisory Services, Inc.	History	No change	1,741	327	0.01%	0.01%	618	0	0.0%	Q2 2026	Aug 07, 2026
Avidian Wealth Enterprises, LLC	History	No change	1,687	326	0.01%	0.01%	619	0	0.0%	Q3 2026	Oct 08, 2026
Modern Wealth Management, LLC	History	No change	1,736	326	0.0%	0.0%	620	0	0.0%	Q2 2026	Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	1,747	326	0.03%	0.03%	621	0	0.0%	Q2 2026	Aug 13, 2026
COURIER CAPITAL LLC	History	No change	1,731	325	0.02%	0.02%	622	0	0.0%	Q2 2026	Jul 16, 2026
GTS SECURITIES LLC	History	No change	1,733	325	0.01%	0.01%	623	0	0.0%	Q2 2026	Aug 14, 2026
AlphaCore Capital LLC	History	No change	1,721	323	0.01%	0.01%	624	0	0.0%	Q2 2026	Aug 06, 2026
OPINICUS CAPITAL, INC.	History	No change	1,720	323	0.17%	0.17%	625	0	0.0%	Q2 2026	Jul 27, 2026
Fingerlakes Wealth Management, Inc.	History	No change	1,698	319	0.17%	0.17%	626	0	0.0%	Q2 2026	Jul 23, 2026
Acropolis Investment Management, LLC	History	No change	1,642	318	0.01%	0.01%	627	0	0.0%	Q3 2026	Oct 08, 2026
Colonial River Investments, LLC	History	No change	1,696	318	0.09%	0.09%	628	0	0.0%	Q2 2026	Jul 24, 2026
Altiora Financial Group, LLC	History	No change	1,695	318	0.05%	0.05%	629	0	0.0%	Q2 2026	Aug 07, 2026
Braeburn Wealth Management LLC	History	No change	1,695	318	0.14%	0.14%	630	0	0.0%	Q2 2026	Jul 21, 2026
Range Advisory, LLC	History	No change	1,696	318	0.04%	0.04%	631	0	0.0%	Q2 2026	Sep 02, 2026
Csenge Advisory Group	History	No change	1,690	317	0.01%	0.01%	632	0	0.0%	Q2 2026	Aug 10, 2026
Stonebrook Private Inc.	History	No change	1,687	317	0.06%	0.06%	633	0	0.0%	Q2 2026	Aug 14, 2026
FLAGSTAR SECURITIES, INC	History	No change	1,683	316	0.1%	0.1%	634	0	0.0%	Q2 2026	Jul 15, 2026
Aptus Capital Advisors, LLC	History	No change	1,677	315	0.0%	0.0%	635	0	0.0%	Q2 2026	Aug 12, 2026
Revolve Wealth Partners, LLC	History	No change	1,668	313	0.03%	0.03%	636	0	0.0%	Q2 2026	Jul 09, 2026
KWB Wealth	History	No change	1,665	313	0.03%	0.03%	637	0	0.0%	Q2 2026	Jul 10, 2026
SALEM INVESTMENT COUNSELORS INC	History	No change	1,663	312	0.01%	0.01%	638	0	0.0%	Q2 2026	Jul 14, 2026
MCF Advisors LLC	History	No change	1,659	312	0.01%	0.01%	639	0	0.0%	Q2 2026	Aug 12, 2026
MassMutual Private Wealth & Trust, FSB	History	No change	1,600	310	0.01%	0.01%	640	0	0.0%	Q3 2026	Oct 05, 2026
Forefront Wealth Partners, LLC	History	No change	1,653	310	0.1%	0.1%	641	0	0.0%	Q2 2026	Aug 20, 2026
First National Bank of Hutchinson	History	No change	1,640	308	0.17%	0.17%	642	0	0.0%	Q2 2026	Aug 03, 2026
Castle Rock Wealth Management, LLC	History	No change	1,638	306	0.06%	0.06%	643	0	0.0%	Q2 2026	Jul 07, 2026
Elevation Wealth Management LLC	History	No change	1,629	306	0.23%	0.23%	644	0	0.0%	Q2 2026	Jul 29, 2026
BARRETT & COMPANY, INC.	History	No change	1,624	305	0.09%	0.09%	645	0	0.0%	Q2 2026	Jul 24, 2026
Pinnacle Financial Partners, Inc.	History	No change	1,623	305	0.0%	0.0%	646	0	0.0%	Q2 2026	Aug 14, 2026
SPWM Advisors LLC	History	No change	1,652	303	0.28%	0.28%	647	0	0.0%	Q2 2026	Jul 24, 2026
OAK RIDGE INVESTMENTS LLC	History	No change	1,609	302	0.02%	0.02%	648	0	0.0%	Q2 2026	Jul 21, 2026
Kelman-Lazarov, Inc.	History	No change	1,601	301	0.04%	0.04%	649	0	0.0%	Q2 2026	Aug 10, 2026
MainStreet Investment Advisors LLC	History	No change	1,600	300	0.04%	0.04%	650	0	0.0%	Q2 2026	Aug 12, 2026
Global Assets Advisory, LLC	History	No change	1,602	300	0.07%	0.07%	651	0	0.0%	Q2 2026	Jul 27, 2026
Bank OZK	History	No change	1,582	297	0.09%	0.09%	652	0	0.0%	Q2 2026	Aug 17, 2026
Hamilton Capital, LLC	History	Added to	1,527	295	0.02%	0.01%	653	+296	24.05%	Q3 2026	Oct 08, 2026
Horst & Graben Wealth Management LLC	History	No change	1,579	295	0.04%	0.04%	654	0	0.0%	Q2 2026	Jul 22, 2026
SteelPeak Wealth, LLC	History	No change	1,565	294	0.01%	0.01%	655	0	0.0%	Q2 2026	Jul 13, 2026
ASSETMARK, INC	History	No change	1,559	293	0.0%	0.0%	656	0	0.0%	Q2 2026	Jul 30, 2026
Regal Investment Advisors LLC	History	No change	1,562	293	0.02%	0.02%	657	0	0.0%	Q2 2026	Aug 14, 2026
Coastal Bridge Advisors, LLC	History	No change	1,563	293	0.02%	0.02%	658	0	0.0%	Q2 2026	Aug 17, 2026
Strategic Wealth Partners, Ltd.	History	No change	1,545	290	0.02%	0.02%	659	0	0.0%	Q2 2026	Aug 12, 2026
Peak Retirement Planning, Inc.	History	No change	1,540	289	0.05%	0.05%	660	0	0.0%	Q2 2026	Aug 10, 2026
Summit Trail Advisors, LLC	History	No change	1,533	288	0.0%	0.0%	661	0	0.0%	Q2 2026	Aug 11, 2026
Centerpoint Advisors, LLC	History	No change	1,533	288	0.08%	0.08%	662	0	0.0%	Q2 2026	Aug 05, 2026
DT Investment Partners, LLC	History	No change	1,528	287	0.02%	0.02%	663	0	0.0%	Q2 2026	Jul 27, 2026
CreativeOne Wealth, LLC	History	No change	1,531	287	0.01%	0.01%	664	0	0.0%	Q2 2026	Aug 13, 2026
MTM Investment Management, LLC	History	No change	1,530	287	0.08%	0.08%	665	0	0.0%	Q2 2026	Aug 03, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	History	No change	1,528	287	0.04%	0.04%	666	0	0.0%	Q2 2026	Jul 31, 2026
Legacy Advisors, LLC	History	No change	1,521	286	0.03%	0.03%	667	0	0.0%	Q2 2026	Jul 24, 2026
AWM CAPITAL, LLC	History	No change	1,525	286	0.02%	0.02%	668	0	0.0%	Q2 2026	Jul 31, 2026
Falcon Wealth Planning	History	No change	1,517	285	0.02%	0.02%	669	0	0.0%	Q2 2026	Jul 13, 2026
Proficio Capital Partners LLC	History	No change	1,514	284	0.01%	0.01%	670	0	0.0%	Q2 2026	Aug 14, 2026
Bernardo Wealth Planning LLC	History	No change	1,512	284	0.05%	0.05%	671	0	0.0%	Q2 2026	Jul 27, 2026
Godfrey Financial Associates, Inc.	History	No change	1,512	284	0.22%	0.22%	672	0	0.0%	Q2 2026	Aug 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP	History	No change	1,500	282	0.0%	0.0%	673	0	0.0%	Q2 2026	Aug 10, 2026
Blankinship & Foster, LLC	History	No change	1,504	282	0.06%	0.06%	674	0	0.0%	Q2 2026	Jul 30, 2026
Convergence Financial, LLC	History	No change	1,503	282	0.02%	0.02%	675	0	0.0%	Q2 2026	Aug 05, 2026
49 WEALTH MANAGEMENT, LLC	History	No change	1,493	280	0.05%	0.05%	676	0	0.0%	Q2 2026	Aug 18, 2026
ALONGSIDE, LLC	History	No change	1,493	280	0.05%	0.05%	677	0	0.0%	Q2 2026	Aug 14, 2026
Capital Investment Advisors, LLC	History	No change	1,488	279	0.0%	0.0%	678	0	0.0%	Q2 2026	Aug 06, 2026
Invst, LLC	History	No change	1,472	276	0.03%	0.03%	679	0	0.0%	Q2 2026	Aug 14, 2026
Benchmark Financial, LLC	History	No change	1,465	275	0.22%	0.22%	680	0	0.0%	Q2 2026	Jul 21, 2026
Antonelli Financial Advisors, LLC	History	No change	1,454	274	0.19%	0.19%	681	0	0.0%	Q2 2026	Jul 14, 2026
New England Private Wealth Advisors LLC	History	No change	1,501	272	0.03%	0.03%	682	0	0.0%	Q2 2026	Aug 04, 2026
MKT Advisors LLC	History	No change	1,465	272	0.08%	0.08%	683	0	0.0%	Q2 2026	Jul 09, 2026
Pure Financial Advisors, LLC	History	No change	1,441	271	0.0%	0.0%	684	0	0.0%	Q2 2026	Aug 14, 2026
Tortoise Investment Management, LLC	History	No change	1,438	270	0.02%	0.02%	685	0	0.0%	Q2 2026	Aug 07, 2026
Keystone Financial Group, Inc.	History	No change	1,436	270	0.14%	0.14%	686	0	0.0%	Q2 2026	Jul 21, 2026
Main Street Research LLC	History	No change	1,435	269	0.01%	0.01%	687	0	0.0%	Q2 2026	Jul 29, 2026
SageView Advisory Group, LLC	History	No change	1,431	269	0.01%	0.01%	688	0	0.0%	Q2 2026	Aug 10, 2026
Basecamp Wealth Advisors LLC	History	No change	1,432	269	0.05%	0.05%	689	0	0.0%	Q2 2026	Aug 14, 2026
BAR HARBOR WEALTH MANAGEMENT	History	No change	1,419	266	0.01%	0.01%	690	0	0.0%	Q2 2026	Jul 15, 2026
Nuveen, LLC	History	No change	1,419	266	0.0%	0.0%	691	0	0.0%	Q2 2026	Aug 11, 2026
EHRLICH FINANCIAL GROUP	History	No change	1,418	266	0.14%	0.14%	692	0	0.0%	Q2 2026	Jul 09, 2026
EverSource Wealth Advisors, LLC	History	No change	1,411	265	0.01%	0.01%	693	0	0.0%	Q2 2026	Jul 24, 2026
InTrack Investment Management Inc	History	No change	1,411	265	0.13%	0.13%	694	0	0.0%	Q2 2026	Jul 17, 2026
StoneX Group Inc.	History	No change	1,407	264	0.01%	0.01%	695	0	0.0%	Q2 2026	Aug 12, 2026
Gerber Kawasaki Wealth & Investment Management	History	No change	1,400	263	0.01%	0.01%	696	0	0.0%	Q2 2026	Aug 07, 2026
Unified Investment Management	History	No change	1,400	263	0.24%	0.24%	697	0	0.0%	Q2 2026	Jul 27, 2026
BALLAST ADVISORS LLC	History	No change	1,394	262	0.06%	0.06%	698	0	0.0%	Q2 2026	Aug 12, 2026
Performance Wealth Partners, LLC	History	No change	1,389	261	0.01%	0.01%	699	0	0.0%	Q2 2026	Aug 07, 2026
SAX WEALTH ADVISORS, LLC	History	No change	1,671	259	0.01%	0.01%	700	0	0.0%	Q2 2026	Jul 09, 2026
PINNACLE ASSOCIATES LTD	History	No change	1,373	258	0.0%	0.0%	701	0	0.0%	Q2 2026	Aug 03, 2026
Fisher Asset Management, LLC	History	No change	1,368	257	0.0%	0.0%	702	0	0.0%	Q2 2026	Aug 04, 2026
CENTAURUS FINANCIAL, INC.	History	No change	1,367	257	0.01%	0.01%	703	0	0.0%	Q2 2026	Aug 17, 2026
FIRST NATIONAL TRUST CO	History	No change	1,366	256	0.01%	0.01%	704	0	0.0%	Q2 2026	Jul 30, 2026
Clark Asset Management, LLC	History	No change	1,364	256	0.02%	0.02%	705	0	0.0%	Q2 2026	Jul 07, 2026
Verity & Verity, LLC	History	No change	1,356	255	0.02%	0.02%	706	0	0.0%	Q2 2026	Jul 28, 2026
ZACKS INVESTMENT MANAGEMENT	History	No change	1,352	254	0.0%	0.0%	707	0	0.0%	Q2 2026	Aug 13, 2026
Seneca Financial Advisors LLC	History	No change	1,355	254	0.07%	0.07%	708	0	0.0%	Q2 2026	Jul 27, 2026
Cornerstone Financial Management LLC	History	No change	1,350	253	0.2%	0.2%	709	0	0.0%	Q2 2026	Aug 28, 2026
HANCOCK WHITNEY CORP	History	No change	1,341	252	0.0%	0.0%	710	0	0.0%	Q2 2026	Aug 14, 2026
Redmond Asset Management, LLC	History	No change	1,342	252	0.06%	0.06%	711	0	0.0%	Q2 2026	Aug 14, 2026
Investment Advisory Group, LLC	History	No change	1,338	251	0.05%	0.05%	712	0	0.0%	Q2 2026	Aug 06, 2026
Balboa Wealth Partners	History	No change	1,333	250	0.03%	0.03%	713	0	0.0%	Q2 2026	Aug 10, 2026
ABOUND FINANCIAL, LLC	History	No change	1,327	249	0.1%	0.1%	714	0	0.0%	Q2 2026	Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	No change	1,318	247	0.09%	0.09%	715	0	0.0%	Q2 2026	Jul 08, 2026
FIDUCIARY TRUST CO	History	No change	1,307	245	0.0%	0.0%	716	0	0.0%	Q2 2026	Aug 13, 2026
TWO SIGMA INVESTMENTS, LP	History	No change	1,300	244	0.0%	0.0%	717	0	0.0%	Q2 2026	Aug 14, 2026
Joule Financial, LLC	History	No change	1,301	244	0.07%	0.07%	718	0	0.0%	Q2 2026	Jul 15, 2026
Invesco Ltd.	History	No change	1,290	242	0.0%	0.0%	719	0	0.0%	Q2 2026	Aug 14, 2026
Embree Financial Group	History	No change	1,290	242	0.02%	0.02%	720	0	0.0%	Q2 2026	Jul 15, 2026
DB&C Advisors, LLC	History	No change	1,281	241	0.26%	0.26%	721	0	0.0%	Q2 2026	Jul 31, 2026
WMG Financial Advisors, LLC	History	No change	1,274	239	0.09%	0.09%	722	0	0.0%	Q2 2026	Jul 23, 2026
Vigil Wealth Management, LLC	History	No change	1,275	239	0.17%	0.17%	723	0	0.0%	Q2 2026	Aug 05, 2026
GRIFFIN ASSET MANAGEMENT, INC.	History	No change	1,268	238	0.03%	0.03%	724	0	0.0%	Q2 2026	Jul 23, 2026
PKS Advisory Services, LLC	History	No change	1,268	238	0.04%	0.04%	725	0	0.0%	Q2 2026	Aug 04, 2026
PDS Planning, Inc	History	No change	1,261	237	0.01%	0.01%	726	0	0.0%	Q2 2026	Aug 05, 2026
Lakeshore Financial Planning, Inc.	History	No change	1,265	237	0.08%	0.08%	727	0	0.0%	Q2 2026	Jul 13, 2026
INTEGRITY ALLIANCE, LLC.	History	No change	1,259	236	0.01%	0.01%	728	0	0.0%	Q2 2026	Jul 31, 2026
CARRET ASSET MANAGEMENT, LLC	History	No change	1,252	235	0.02%	0.02%	729	0	0.0%	Q2 2026	Aug 04, 2026
Cornerstone Wealth Group, LLC	History	No change	1,255	235	0.01%	0.01%	730	0	0.0%	Q2 2026	Jul 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	1,257	235	0.01%	0.01%	731	0	0.0%	Q2 2026	Jul 22, 2026
BOK Financial Private Wealth, Inc.	History	No change	1,241	233	0.01%	0.01%	732	0	0.0%	Q2 2026	Aug 07, 2026
NorthRock Partners, LLC	History	No change	1,244	233	0.0%	0.0%	733	0	0.0%	Q2 2026	Aug 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	No change	1,226	230	0.0%	0.0%	734	0	0.0%	Q2 2026	Jul 23, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	History	No change	1,218	229	0.03%	0.03%	735	0	0.0%	Q2 2026	Jul 09, 2026
Walkner Condon Financial Advisors LLC	History	No change	1,218	229	0.03%	0.03%	736	0	0.0%	Q2 2026	Jul 27, 2026
CoreCap Advisors, LLC	History	Added to	1,181	228	0.01%	0.01%	737	+176	17.51%	Q3 2026	Oct 08, 2026
Foguth Wealth Management, LLC.	History	No change	1,231	226	0.03%	0.03%	738	0	0.0%	Q2 2026	Jul 21, 2026
Pasadena Private Wealth, LLC	History	No change	1,200	225	0.03%	0.03%	739	0	0.0%	Q2 2026	Aug 10, 2026
Zhang Financial LLC	History	No change	1,200	225	0.01%	0.01%	740	0	0.0%	Q2 2026	Jul 30, 2026
Verum Partners LLC	History	No change	1,194	224	0.03%	0.03%	741	0	0.0%	Q2 2026	Jul 22, 2026
Cannon Wealth Management Services, LLC	History	No change	1,192	224	0.12%	0.12%	742	0	0.0%	Q2 2026	Aug 11, 2026
COFG Advisors, LLC	History	No change	1,195	224	0.04%	0.04%	743	0	0.0%	Q2 2026	Aug 14, 2026
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	History	No change	1,191	223	0.17%	0.17%	744	0	0.0%	Q2 2026	Aug 07, 2026
Align Financial, LLC	History	No change	1,187	223	0.11%	0.11%	745	0	0.0%	Q2 2026	Jul 27, 2026
Freestone Capital Holdings, LLC	History	No change	1,183	222	0.01%	0.01%	746	0	0.0%	Q2 2026	Jul 31, 2026
BIP Wealth, LLC	History	No change	1,177	221	0.01%	0.01%	747	0	0.0%	Q2 2026	Aug 03, 2026
Resurgent Financial Advisors LLC	History	No change	1,175	221	0.06%	0.06%	748	0	0.0%	Q2 2026	Aug 14, 2026
Finley Financial, LLC	History	No change	1,180	221	0.09%	0.09%	749	0	0.0%	Q2 2026	Jul 08, 2026
Palacios Wealth Management, LLC	History	No change	1,180	221	0.13%	0.13%	750	0	0.0%	Q2 2026	Jul 23, 2026
Everhart Financial Group, Inc.	History	No change	1,131	219	0.01%	0.01%	751	0	0.0%	Q3 2026	Oct 08, 2026
SIGMA INVESTMENT COUNSELORS INC	History	No change	1,160	218	0.01%	0.01%	752	0	0.0%	Q2 2026	Jul 28, 2026
Jacobi Capital Management LLC	History	No change	1,164	218	0.01%	0.01%	753	0	0.0%	Q2 2026	Jul 31, 2026
PETREDIS INVESTMENT ADVISORS LLC	History	No change	1,159	218	0.01%	0.01%	754	0	0.0%	Q2 2026	Jul 20, 2026
SIMON QUICK ADVISORS, LLC	History	No change	1,156	217	0.01%	0.01%	755	0	0.0%	Q2 2026	Jul 28, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC	History	No change	1,151	216	0.03%	0.03%	756	0	0.0%	Q2 2026	Aug 07, 2026
Moss Adams Wealth Advisors LLC	History	No change	1,146	215	0.01%	0.01%	757	0	0.0%	Q2 2026	Jul 27, 2026
BLB&B Advisors, LLC	History	No change	1,139	214	0.01%	0.01%	758	0	0.0%	Q2 2026	Aug 05, 2026
Greenspring Advisors, LLC	History	No change	1,142	214	0.01%	0.01%	759	0	0.0%	Q2 2026	Aug 11, 2026
Everstar Asset Management, LLC	History	No change	1,138	214	0.1%	0.1%	760	0	0.0%	Q2 2026	Aug 03, 2026
Evernest Financial Advisors, LLC	History	No change	1,133	213	0.04%	0.04%	761	0	0.0%	Q2 2026	Aug 05, 2026
Beckerman Institutional, LLC	History	No change	1,130	212	0.1%	0.1%	762	0	0.0%	Q2 2026	Aug 11, 2026
Alteri Wealth LLC	History	No change	1,129	212	0.06%	0.06%	763	0	0.0%	Q2 2026	Jul 29, 2026
CGN Advisors LLC	History	No change	1,109	208	0.02%	0.02%	764	0	0.0%	Q2 2026	Jul 06, 2026
Paradiem, LLC	History	No change	1,105	207	0.04%	0.04%	765	0	0.0%	Q2 2026	Jul 14, 2026
Live Oak Investment Partners	History	No change	1,103	207	0.11%	0.11%	766	0	0.0%	Q2 2026	Aug 10, 2026
O'Brien Greene & Co. Inc	History	No change	1,100	206	0.06%	0.06%	767	0	0.0%	Q2 2026	Aug 06, 2026
WEATHERLY ASSET MANAGEMENT L. P.	History	No change	1,087	204	0.01%	0.01%	768	0	0.0%	Q2 2026	Jul 20, 2026
Compound Planning, Inc.	History	No change	1,088	204	0.01%	0.01%	769	0	0.0%	Q2 2026	Aug 04, 2026
VISIONARY HORIZONS, LLC	History	No change	1,084	203	0.08%	0.08%	770	0	0.0%	Q2 2026	Jul 16, 2026
TABLEAUX LLC	History	No change	1,083	203	0.09%	0.09%	771	0	0.0%	Q2 2026	Aug 07, 2026
Mesirow Financial Investment Management, Inc.	History	No change	1,074	202	0.0%	0.0%	772	0	0.0%	Q2 2026	Jul 22, 2026
Operose Advisors LLC	History	No change	1,039	195	0.04%	0.04%	773	0	0.0%	Q2 2026	Aug 13, 2026
Sachetta, LLC	History	No change	1,041	195	0.09%	0.09%	774	0	0.0%	Q2 2026	Jul 15, 2026
Financial Network Wealth Advisors LLC	History	No change	1,014	190	0.19%	0.19%	775	0	0.0%	Q2 2026	Jul 29, 2026
Dunhill Financial, LLC	History	No change	1,008	189	0.04%	0.04%	776	0	0.0%	Q2 2026	Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC	History	No change	992	186	0.01%	0.01%	777	0	0.0%	Q2 2026	Jul 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	985	185	0.0%	0.0%	778	0	0.0%	Q2 2026	Jul 24, 2026
Cassaday & Co Wealth Management LLC	History	No change	978	183	0.0%	0.0%	779	0	0.0%	Q2 2026	Aug 10, 2026
Russell Investments Group, Ltd.	History	No change	968	182	0.0%	0.0%	780	0	0.0%	Q2 2026	Aug 06, 2026
SIMPLEX TRADING, LLC	History	No change	894	168	0.0%	0.0%	781	0	0.0%	Q2 2026	Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	875	165	0.0%	0.0%	782	0	0.0%	Q2 2026	Aug 13, 2026
PlanVest Financial, Inc	History	No change	865	162	0.11%	0.11%	783	0	0.0%	Q2 2026	Aug 10, 2026
Jackson, Grant Investment Advisers, Inc.	History	No change	845	158	0.05%	0.05%	784	0	0.0%	Q2 2026	Jul 31, 2026
Vision Retirement, LLC	History	No change	842	158	0.04%	0.04%	785	0	0.0%	Q2 2026	Jul 21, 2026
CULLEN/FROST BANKERS, INC.	History	No change	837	157	0.0%	0.0%	786	0	0.0%	Q2 2026	Jul 27, 2026
TSFG, LLC	History	No change	832	156	0.02%	0.02%	787	0	0.0%	Q2 2026	Jul 23, 2026
BELLEVUE ASSET MANAGEMENT, LLC	History	No change	822	154	0.07%	0.07%	788	0	0.0%	Q2 2026	Aug 04, 2026
Family Manage LLC	History	No change	803	151	0.02%	0.02%	789	0	0.0%	Q2 2026	Aug 14, 2026
JFS WEALTH ADVISORS, LLC	History	No change	766	144	0.01%	0.01%	790	0	0.0%	Q2 2026	Jul 10, 2026
Independence Bank of Kentucky	History	No change	750	141	0.02%	0.02%	791	0	0.0%	Q2 2026	Jul 13, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	749	139	0.0%	0.0%	792	0	0.0%	Q2 2026	Jul 27, 2026
Keating Financial Advisory Services, Inc.	History	No change	711	133	0.02%	0.02%	793	0	0.0%	Q2 2026	Aug 11, 2026
Parkside Financial Bank & Trust	History	No change	706	132	0.01%	0.01%	794	0	0.0%	Q2 2026	Sep 04, 2026
Sunrise Financial Services, LLC	History	No change	705	132	0.08%	0.08%	795	0	0.0%	Q2 2026	Aug 12, 2026
Capital Investment Advisory Services, LLC	History	No change	694	130	0.01%	0.01%	796	0	0.0%	Q2 2026	Jul 23, 2026
Synergy Investment Management, LLC	History	No change	695	130	0.03%	0.03%	797	0	0.0%	Q2 2026	Aug 14, 2026
Manchester Capital Management LLC	History	No change	659	123	0.02%	0.02%	798	0	0.0%	Q2 2026	Aug 13, 2026
Glen Eagle Advisors, LLC	History	No change	636	119	0.02%	0.02%	799	0	0.0%	Q2 2026	Aug 14, 2026
Concord Wealth Partners	History	No change	607	114	0.01%	0.01%	800	0	0.0%	Q2 2026	Jul 27, 2026
TIAA Wealth Investment Management LLC	History	No change	602	111	0.0%	0.0%	801	0	0.0%	Q2 2026	Aug 10, 2026
FIRST HORIZON CORP	History	No change	583	109	0.0%	0.0%	802	0	0.0%	Q2 2026	Jul 20, 2026
HHM Wealth Advisors, LLC	History	No change	558	104	0.01%	0.01%	803	0	0.0%	Q2 2026	Jul 13, 2026
GAMMA Investing LLC	History	Added to	533	103	0.0%	0.0%	804	+244	84.43%	Q3 2026	Oct 08, 2026
Abound Wealth Management	History	No change	547	102	0.02%	0.02%	805	0	0.0%	Q2 2026	Jul 10, 2026
JNBA Financial Advisors	History	No change	542	101	0.01%	0.01%	806	0	0.0%	Q2 2026	Jul 23, 2026
BOKF, NA	History	No change	535	100	0.0%	0.0%	807	0	0.0%	Q2 2026	Aug 10, 2026
BROWN, LISLE/CUMMINGS, INC.	History	No change	533	100	0.02%	0.02%	808	0	0.0%	Q2 2026	Sep 02, 2026
FIRST UNITED BANK & TRUST	History	No change	520	97	0.03%	0.03%	809	0	0.0%	Q2 2026	Jul 20, 2026
Longview Financial Advisors LLC	History	No change	515	96	0.05%	0.05%	810	0	0.0%	Q2 2026	Jul 14, 2026
Morton Brown Family Wealth, LLC	History	No change	471	88	0.02%	0.02%	811	0	0.0%	Q2 2026	Jul 21, 2026
Cornerstone Planning Group LLC	History	No change	463	86	0.01%	0.01%	812	0	0.0%	Q2 2026	Jul 29, 2026
Fairscale Capital, LLC	History	No change	458	86	0.05%	0.05%	813	0	0.0%	Q2 2026	Aug 07, 2026
Pacific Center for Financial Services	History	No change	442	83	0.02%	0.02%	814	0	0.0%	Q2 2026	Aug 05, 2026
FAS Wealth Partners, Inc.	History	No change	440	82	0.0%	0.0%	815	0	0.0%	Q2 2026	Jul 29, 2026
FINANCIAL CONSULATE, INC	History	No change	438	82	0.01%	0.01%	816	0	0.0%	Q2 2026	Jul 23, 2026
Quest 10 Wealth Builders, Inc.	History	No change	440	82	0.06%	0.06%	817	0	0.0%	Q2 2026	Jul 24, 2026
Allied Private Wealth LLC	History	No change	442	82	0.05%	0.05%	818	0	0.0%	Q2 2026	Jul 09, 2026
Downshift Financial, LLC	History	No change	433	81	0.04%	0.04%	819	0	0.0%	Q2 2026	Aug 12, 2026
Nemes Rush Group LLC	History	No change	428	80	0.01%	0.01%	820	0	0.0%	Q2 2026	Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED	History	No change	425	79	0.0%	0.0%	821	0	0.0%	Q2 2026	Aug 07, 2026
Providence Capital Advisors, LLC	History	No change	415	78	0.01%	0.01%	822	0	0.0%	Q2 2026	Aug 11, 2026
GGM Financial LLC	History	No change	416	78	0.03%	0.03%	823	0	0.0%	Q2 2026	Jul 23, 2026
MATRIX PRIVATE CAPITAL GROUP LLC	History	No change	406	76	0.03%	0.03%	824	0	0.0%	Q2 2026	Aug 14, 2026
Roxbury Financial LLC	History	Added to	387	74	0.06%	0.06%	826	+1	0.26%	Q3 2026	Oct 01, 2026
MATHER GROUP, LLC.	History	No change	394	74	0.0%	0.0%	825	0	0.0%	Q2 2026	Jul 27, 2026
AdvisorNet Financial, Inc	History	No change	390	73	0.0%	0.0%	827	0	0.0%	Q2 2026	Jul 23, 2026
Winch Advisory Services, LLC	History	No change	384	72	0.01%	0.01%	828	0	0.0%	Q2 2026	Aug 06, 2026
1 NORTH WEALTH SERVICES LLC	History	No change	375	70	0.02%	0.02%	829	0	0.0%	Q2 2026	Aug 03, 2026
Gleason Group, Inc.	History	No change	356	67	0.01%	0.01%	830	0	0.0%	Q2 2026	Jul 13, 2026
LRI Investments, LLC	History	No change	351	66	0.01%	0.01%	831	0	0.0%	Q2 2026	Jul 14, 2026
Key Capital Management, INC	History	No change	355	66	0.03%	0.03%	832	0	0.0%	Q2 2026	Jul 27, 2026
Hoese & Co LLP	History	No change	333	62	0.04%	0.04%	833	0	0.0%	Q2 2026	Jul 14, 2026
Physician Wealth Advisors, Inc.	History	No change	319	60	0.01%	0.01%	834	0	0.0%	Q2 2026	Jul 20, 2026
Game Plan Financial Advisors, LLC	History	No change	310	58	0.02%	0.02%	835	0	0.0%	Q2 2026	Aug 07, 2026
Asset Dedication, LLC	History	No change	306	57	0.0%	0.0%	836	0	0.0%	Q2 2026	Jul 30, 2026
Peachtree Investment Partners, LLC	History	No change	306	57	0.02%	0.02%	837	0	0.0%	Q2 2026	Aug 06, 2026
Moisand Fitzgerald Tamayo, LLC	History	No change	284	53	0.01%	0.01%	838	0	0.0%	Q2 2026	Jul 13, 2026
Bogart Wealth, LLC	History	No change	278	52	0.0%	0.0%	839	0	0.0%	Q2 2026	Jul 24, 2026
Register Financial Advisors LLC	History	No change	280	52	0.02%	0.02%	840	0	0.0%	Q2 2026	Jul 15, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH	History	New	265	51	0.01%	—	843	+265	New	Q3 2026	Oct 07, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	No change	275	51	0.0%	0.0%	841	0	0.0%	Q2 2026	Jul 08, 2026
Robinswood Financial LLC	History	No change	274	51	0.01%	0.01%	842	0	0.0%	Q2 2026	Jul 14, 2026
Vermillion Wealth Management, Inc.	History	No change	265	49	0.01%	0.01%	844	0	0.0%	Q2 2026	Jul 15, 2026
EVOLUTION WEALTH MANAGEMENT INC.	History	No change	259	48	0.03%	0.03%	845	0	0.0%	Q2 2026	Jul 21, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	No change	260	48	0.01%	0.01%	846	0	0.0%	Q2 2026	Aug 12, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	250	47	0.0%	0.0%	847	0	0.0%	Q2 2026	Aug 10, 2026
MOGY JOEL R INVESTMENT COUNSEL INC	History	No change	250	47	0.0%	0.0%	848	0	0.0%	Q2 2026	Jul 13, 2026
Arlington Trust Co LLC	History	No change	250	47	0.0%	0.0%	849	0	0.0%	Q2 2026	Jul 07, 2026
Breakwater Investment Management	History	No change	245	46	0.02%	0.02%	850	0	0.0%	Q2 2026	Aug 06, 2026
Strive Financial Group ,LLC	History	No change	239	44	0.02%	0.02%	851	0	0.0%	Q2 2026	Aug 14, 2026
Silver Grove Financial Group, Inc.	History	No change	228	42	0.02%	0.02%	852	0	0.0%	Q2 2026	Aug 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC	History	No change	211	39	0.0%	0.0%	853	0	0.0%	Q2 2026	Aug 11, 2026
LFA - Lugano Financial Advisors SA	History	No change	205	38	0.02%	0.02%	854	0	0.0%	Q2 2026	Jul 28, 2026
Hickory Point Bank & Trust	History	No change	200	38	0.02%	0.02%	855	0	0.0%	Q3 2026	Oct 01, 2026
Signature Resources Capital Management, LLC	History	No change	190	35	0.01%	0.01%	856	0	0.0%	Q2 2026	Jul 13, 2026
Napier Financial, LLC	History	No change	181	34	0.01%	0.01%	857	0	0.0%	Q2 2026	Jul 31, 2026
Archer Investment Corp	History	No change	176	33	0.01%	0.01%	858	0	0.0%	Q2 2026	Aug 03, 2026
Mechanics Financial Corp	History	No change	179	33	0.01%	0.01%	859	0	0.0%	Q2 2026	Aug 05, 2026
Murphy & Mullick Capital Management Corp	History	No change	174	32	0.02%	0.02%	860	0	0.0%	Q2 2026	Aug 14, 2026
IAG Wealth Partners, LLC	History	No change	169	31	0.0%	0.0%	861	0	0.0%	Q2 2026	Aug 06, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	165	31	0.01%	0.01%	862	0	0.0%	Q2 2026	Jul 23, 2026
Financial Life Planners	History	No change	166	31	0.02%	0.02%	863	0	0.0%	Q2 2026	Jul 21, 2026
Meramec Financial Planners, LLC	History	No change	176	31	0.01%	0.01%	864	0	0.0%	Q2 2026	Jul 28, 2026
Realta Investment Advisors	History	No change	160	30	0.01%	0.01%	865	0	0.0%	Q2 2026	Jul 20, 2026
Go Invest LLC	History	No change	161	30	0.01%	0.01%	866	0	0.0%	Q2 2026	Aug 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	151	28	0.0%	0.0%	867	0	0.0%	Q2 2026	Jul 28, 2026
Imprint Wealth LLC	History	No change	149	28	0.11%	0.11%	868	0	0.0%	Q2 2026	Aug 14, 2026
MOTCO	History	No change	144	27	0.0%	0.0%	869	0	0.0%	Q2 2026	Jul 31, 2026
TD Capital Management LLC	History	No change	145	27	0.0%	0.0%	870	0	0.0%	Q2 2026	Aug 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC	History	No change	145	27	0.0%	0.0%	871	0	0.0%	Q2 2026	Jul 21, 2026
Crews Bank & Trust	History	No change	144	27	0.0%	0.0%	872	0	0.0%	Q2 2026	Jul 16, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	No change	141	26	0.0%	0.0%	873	0	0.0%	Q2 2026	Jul 28, 2026
New Republic Capital, LLC	History	No change	140	26	0.01%	0.01%	874	0	0.0%	Q2 2026	Jul 31, 2026
NFSG Corp	History	No change	137	25	0.0%	0.0%	875	0	0.0%	Q2 2026	Aug 14, 2026
RICHARDS, MERRILL & PETERSON, INC.	History	No change	132	24	0.01%	0.01%	876	0	0.0%	Q2 2026	Jul 16, 2026
Institute for Wealth Management, LLC.	History	No change	120	22	0.0%	0.0%	877	0	0.0%	Q2 2026	Jul 28, 2026
Millstone Evans Group, LLC	History	No change	117	22	0.01%	0.01%	878	0	0.0%	Q2 2026	Aug 11, 2026
Capital Advisors, Ltd. LLC	History	No change	112	21	0.0%	0.0%	879	0	0.0%	Q2 2026	Jul 16, 2026
DHJJ Financial Advisors, Ltd.	History	No change	107	20	0.01%	0.01%	880	0	0.0%	Q2 2026	Jul 24, 2026
Decker Retirement Planning Inc.	History	No change	103	19	0.01%	0.01%	881	0	0.0%	Q2 2026	Jul 16, 2026
Noble Wealth Management PBC	History	No change	100	19	0.01%	0.01%	882	0	0.0%	Q3 2026	Oct 01, 2026
Wilkerson Advisory Group LLC	History	No change	106	19	0.01%	0.01%	883	0	0.0%	Q2 2026	Jul 21, 2026
TOP Private Wealth LLC.	History	No change	106	19	0.02%	0.02%	884	0	0.0%	Q2 2026	Aug 13, 2026
Larson Financial Group LLC	History	No change	101	18	0.0%	0.0%	885	0	0.0%	Q2 2026	Aug 14, 2026
Owl Creek Wealth Partners LLC	History	No change	101	18	0.01%	0.01%	886	0	0.0%	Q2 2026	Jul 20, 2026
Front Row Advisors LLC	History	No change	90	17	0.0%	0.0%	887	0	0.0%	Q2 2026	Aug 13, 2026
GoalVest Advisory LLC	History	No change	92	17	0.0%	0.0%	888	0	0.0%	Q3 2026	Oct 02, 2026
VIMA LLC	History	No change	93	17	0.02%	0.02%	889	0	0.0%	Q2 2026	Jul 24, 2026
TUCKER ASSET MANAGEMENT LLC	History	No change	87	16	0.0%	0.0%	890	0	0.0%	Q2 2026	Aug 27, 2026
CHAPMAN FINANCIAL GROUP, LLC	History	No change	86	16	0.01%	0.01%	891	0	0.0%	Q2 2026	Aug 05, 2026
Beaird Harris Wealth Management, LLC	History	No change	84	15	0.0%	0.0%	892	0	0.0%	Q2 2026	Jul 08, 2026
Addison Advisors LLC	History	No change	75	14	0.01%	0.01%	893	0	0.0%	Q2 2026	Aug 10, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management	History	No change	77	14	0.01%	0.01%	894	0	0.0%	Q2 2026	Aug 11, 2026
Brooklyn FI, LLC	History	No change	70	13	0.0%	0.0%	895	0	0.0%	Q2 2026	Aug 04, 2026
Integrity Financial Corp /WA	History	No change	70	13	0.01%	0.01%	896	0	0.0%	Q2 2026	Jul 31, 2026
N.E.W. Advisory Services LLC	History	No change	67	12	0.0%	0.0%	897	0	0.0%	Q2 2026	Aug 06, 2026
CITY HOLDING CO	History	No change	60	11	0.0%	0.0%	898	0	0.0%	Q2 2026	Jul 10, 2026
Transamerica Financial Advisors, LLC	History	No change	60	11	0.0%	0.0%	899	0	0.0%	Q2 2026	Aug 14, 2026
IMG Wealth Management, Inc.	History	No change	60	11	0.01%	0.01%	900	0	0.0%	Q2 2026	Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	55	10	0.0%	0.0%	901	0	0.0%	Q2 2026	Jul 07, 2026
EASTERN BANK	History	Reduced	44	8	0.0%	0.0%	903	-28	-38.89%	Q3 2026	Oct 05, 2026
GILL CAPITAL PARTNERS, LLC	History	No change	45	8	0.0%	0.0%	902	0	0.0%	Q2 2026	Aug 20, 2026
EPG Wealth Management LLC	History	No change	45	8	0.0%	0.0%	904	0	0.0%	Q2 2026	Jul 28, 2026
OXFORD FINANCIAL GROUP, LTD. LLC	History	No change	40	7	0.0%	0.0%	905	0	0.0%	Q2 2026	Aug 11, 2026
FWL INVESTMENT MANAGEMENT, LLC	History	No change	36	6	0.0%	0.0%	906	0	0.0%	Q2 2026	Aug 14, 2026
DecisionPoint Financial, LLC	History	No change	36	6	0.0%	0.0%	907	0	0.0%	Q2 2026	Aug 05, 2026
YANKCOM Partnership	History	No change	35	6	0.0%	0.0%	908	0	0.0%	Q2 2026	Jul 21, 2026
Prudent Man Investment Management, Inc.	History	No change	39	6	0.0%	0.0%	909	0	0.0%	Q2 2026	Jul 28, 2026
GODSEY & GIBB, INC	History	No change	28	5	0.0%	0.0%	910	0	0.0%	Q2 2026	Jul 13, 2026
Delos Wealth Advisors, LLC	History	No change	29	5	0.0%	0.0%	911	0	0.0%	Q2 2026	Aug 14, 2026
City State Bank	History	No change	30	5	0.0%	0.0%	912	0	0.0%	Q2 2026	Jul 14, 2026
Bullock Wealth Management Group	History	No change	28	5	0.0%	0.0%	913	0	0.0%	Q2 2026	Aug 19, 2026
COUNTRY TRUST BANK	History	No change	23	4	0.0%	0.0%	914	0	0.0%	Q2 2026	Jul 15, 2026
Activest Wealth Management	History	No change	25	4	0.0%	0.0%	915	0	0.0%	Q2 2026	Jul 16, 2026
Kingdom Financial Group LLC.	History	No change	24	4	0.0%	0.0%	916	0	0.0%	Q2 2026	Aug 07, 2026
Central Pacific Bank - Trust Division	History	No change	22	4	0.0%	0.0%	917	0	0.0%	Q3 2026	Oct 05, 2026
Midwest Capital Advisors, LLC	History	No change	25	4	0.0%	0.0%	918	0	0.0%	Q2 2026	Jul 28, 2026
Rossby Financial, LCC	History	No change	26	4	0.0%	0.0%	919	0	0.0%	Q2 2026	Aug 04, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	16	3	0.0%	0.0%	920	0	0.0%	Q2 2026	Jul 29, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	20	3	0.0%	0.0%	921	0	0.0%	Q2 2026	Jul 20, 2026
Colonial Trust Advisors	History	No change	17	3	0.0%	0.0%	922	0	0.0%	Q2 2026	Aug 11, 2026
Glassman Wealth Services	History	No change	20	3	0.0%	0.0%	923	0	0.0%	Q2 2026	Aug 05, 2026
Triumph Capital Management	History	No change	16	3	0.0%	0.0%	924	0	0.0%	Q2 2026	Jul 20, 2026
Private Wealth Asset Management, LLC	History	No change	18	3	0.0%	0.0%	925	0	0.0%	Q2 2026	Aug 11, 2026
HighMark Wealth Management LLC	History	No change	11	2	0.0%	0.0%	926	0	0.0%	Q2 2026	Aug 12, 2026
VAQUERO PRIVATE WEALTH, LTD	History	No change	13	2	0.0%	0.0%	927	0	0.0%	Q2 2026	Jul 17, 2026
Bernard Wealth Management Corp.	History	No change	12	2	0.0%	0.0%	928	0	0.0%	Q2 2026	Aug 21, 2026
Clark Wealth Partners	History	No change	15	2	0.0%	0.0%	929	0	0.0%	Q2 2026	Jul 28, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	History	No change	7	1	0.0%	0.0%	930	0	0.0%	Q2 2026	Jul 24, 2026
Copia Wealth Management	History	No change	8	1	0.0%	0.0%	931	0	0.0%	Q2 2026	Aug 17, 2026
Kilter Group LLC	History	No change	7	1	0.0%	0.0%	932	0	0.0%	Q2 2026	Aug 11, 2026
MJT & Associates Financial Advisory Group, Inc.	History	Closed out	0	0	—	0.01%	—	-51	-100.0%	Q3 2026	Oct 07, 2026
Planning Strategies Inc.	History	New	5	0	—	—	—	+5	New	Q3 2026	Oct 02, 2026
DELTA ASSET MANAGEMENT LLC/TN	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Aug 10, 2026
LOGAN CAPITAL MANAGEMENT INC	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Aug 14, 2026
Buck Wealth Strategies, LLC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Jul 30, 2026
Anchor Bay Capital, Inc.	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Aug 11, 2026