iSHARES TRUST - IWD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 44,711,921 | 10,839,511 | 0.7% | 0.7% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 40,662,951 | 9,857,920 | 0.52% | 0.52% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,508,393 | 2,789,979 | 0.24% | 0.24% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 8,896,508 | 2,156,780 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,644,566 | 2,095,705 | 0.42% | 0.42% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8,498,901 | 2,063,108 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 7,898,903 | 1,914,930 | 3.4% | 3.4% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,717,263 | 1,628,466 | 0.38% | 0.38% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 6,325,816 | 1,533,567 | 0.2% | 0.2% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,192,377 | 1,501,218 | 2.06% | 2.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,686,036 | 1,378,465 | 0.22% | 0.22% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,232,373 | 1,268,483 | 0.34% | 0.34% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,160,192 | 1,008,555 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 4,042,964 | 980,135 | 0.22% | 0.22% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 3,793,923 | 919,760 | 2.7% | 2.7% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,411,025 | 826,934 | 0.41% | 0.41% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,257,065 | 789,610 | 5.38% | 5.38% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 3,107,712 | 753,402 | 0.82% | 0.82% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,718,123 | 659,847 | 0.26% | 0.26% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,187,427 | 530,296 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,143,441 | 519,634 | 0.62% | 0.62% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 2,045,358 | 495,856 | 10.57% | 10.57% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,821,926 | 441,691 | 0.37% | 0.37% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 1,715,696 | 415,936 | 14.03% | 14.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,601,482 | 388,247 | 0.49% | 0.49% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,534,580 | 372,028 | 0.57% | 0.57% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 1,416,627 | 343,432 | 0.35% | 0.35% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stairway Partners, LLC | History | Reduced | 1,317,850 | 326,734 | 15.43% | 15.21% | 28 | -14,005 | -1.05% | Q3 2026 | Oct 01, 2026 |
| 71 West Capital Partners | History | No change | 1,306,647 | 316,770 | 10.95% | 10.95% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 1,245,656 | 301,984 | 0.28% | 0.28% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,187,387 | 287,858 | 0.32% | 0.32% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 1,172,263 | 284,191 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,152,535 | 279,409 | 0.45% | 0.45% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,093,500 | 265,097 | 0.91% | 0.91% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 1,041,916 | 252,591 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 877,912 | 213,388 | 10.15% | 10.15% | 36 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waldron Private Wealth LLC | History | No change | 853,400 | 206,889 | 7.16% | 7.16% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | No change | 848,030 | 205,588 | 0.25% | 0.25% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 807,045 | 195,651 | 2.33% | 2.33% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 793,380 | 192,340 | 0.21% | 0.21% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 786,854 | 190,757 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 785,470 | 190,418 | 0.22% | 0.22% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 742,315 | 179,959 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 730,583 | 177,115 | 0.27% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 725,606 | 175,908 | 1.31% | 1.31% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Circle Wealth Management, LLC | History | No change | 672,670 | 163,075 | 2.05% | 2.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 663,733 | 160,908 | 0.71% | 0.71% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 663,216 | 160,783 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 636,075 | 154,407 | 1.03% | 1.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1ST SOURCE BANK | History | No change | 632,344 | 153,299 | 6.95% | 6.95% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 593,962 | 144,015 | 1.61% | 1.61% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 509,090 | 123,418 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 494,171 | 121,981 | 0.2% | 0.2% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 480,631 | 116,519 | 0.34% | 0.34% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 461,550 | 111,893 | 0.17% | 0.17% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 453,552 | 109,955 | 0.12% | 0.12% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 446,355 | 108,210 | 0.15% | 0.15% | 57 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 442,652 | 107,312 | 1.06% | 1.06% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 414,670 | 100,528 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 407,487 | 98,786 | 1.86% | 1.86% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 396,744 | 98,364 | 12.84% | 12.38% | 61 | -1,013 | -0.25% | Q3 2026 | Oct 09, 2026 |
| CHOREO, LLC | History | No change | 404,733 | 98,119 | 1.08% | 1.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 394,433 | 97,791 | 5.59% | 5.87% | 63 | -33,700 | -7.87% | Q3 2026 | Oct 09, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 395,280 | 95,827 | 16.5% | 16.5% | 64 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Waverly Advisors, LLC | History | No change | 392,600 | 95,177 | 0.55% | 0.55% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 385,177 | 93,378 | 16.99% | 16.99% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 382,514 | 92,732 | 0.35% | 0.35% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 382,011 | 92,610 | 0.47% | 0.47% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | No change | 364,575 | 88,383 | 3.56% | 3.56% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 360,680 | 87,439 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 359,145 | 87,067 | 0.93% | 0.93% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 353,038 | 85,586 | 0.63% | 0.63% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 337,493 | 81,818 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 332,274 | 80,553 | 7.14% | 7.14% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cresset Asset Management, LLC | History | No change | 327,952 | 79,505 | 0.29% | 0.29% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 321,271 | 77,886 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 319,919 | 77,557 | 0.3% | 0.3% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 362,548 | 77,465 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 319,031 | 77,342 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 309,791 | 75,102 | 0.34% | 0.34% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 307,073 | 74,443 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 304,240 | 73,756 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 301,351 | 73,056 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 284,963 | 69,083 | 0.19% | 0.19% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 281,975 | 68,359 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 271,741 | 65,884 | 13.11% | 13.11% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 269,580 | 65,354 | 0.13% | 0.13% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 265,835 | 64,446 | 5.0% | 5.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 265,552 | 64,377 | 0.79% | 0.79% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 261,551 | 63,407 | 0.29% | 0.29% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SMI Advisory Services, LLC | History | No change | 255,736 | 63,228 | 10.25% | 10.25% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 259,924 | 63,013 | 1.1% | 1.1% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 257,408 | 62,403 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 253,556 | 61,469 | 0.75% | 0.75% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Paulson Wealth Management Inc. | History | No change | 253,476 | 61,450 | 13.03% | 13.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | No change | 244,415 | 59,253 | 0.33% | 0.33% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EQUITY INVESTMENT CORP | History | No change | 241,235 | 58,482 | 1.12% | 1.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 232,981 | 56,481 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 229,113 | 55,543 | 0.61% | 0.61% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 222,877 | 54,031 | 0.46% | 0.46% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 220,733 | 53,512 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 215,569 | 52,260 | 4.36% | 4.36% | 102 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Americana Partners, LLC | History | No change | 213,798 | 51,831 | 1.17% | 1.17% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 211,834 | 51,355 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Management LLC | History | No change | 210,233 | 50,966 | 1.67% | 1.67% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wind River Trust Co | History | No change | 207,228 | 50,238 | 16.97% | 16.97% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 207,147 | 50,218 | 4.61% | 4.61% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 196,514 | 47,640 | 0.75% | 0.75% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 187,828 | 45,535 | 1.02% | 1.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 184,219 | 44,660 | 0.14% | 0.14% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Saudi Central Bank | History | No change | 178,016 | 44,153 | 0.58% | 0.58% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 171,512 | 41,579 | 0.25% | 0.25% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 166,111 | 40,997 | 2.73% | 2.73% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Corundum Group, Inc. | History | No change | 167,207 | 40,535 | 12.02% | 12.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | No change | 166,431 | 40,351 | 0.59% | 0.59% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 165,039 | 40,010 | 0.27% | 0.27% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Sage Partners, LLC | History | No change | 164,320 | 39,836 | 5.65% | 5.65% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 155,598 | 38,577 | 19.7% | 19.2% | 118 | +461 | 0.3% | Q3 2026 | Oct 01, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 158,923 | 38,527 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 156,169 | 37,860 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 155,710 | 37,748 | 0.43% | 0.43% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ellenbecker Investment Group | History | No change | 155,500 | 37,698 | 4.38% | 4.38% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HSBC HOLDINGS PLC | History | No change | 151,925 | 36,831 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 147,184 | 35,768 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 147,043 | 35,650 | 8.82% | 8.82% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 145,301 | 35,225 | 0.23% | 0.23% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Objectivity Squared, LLC | History | No change | 144,543 | 35,041 | 19.74% | 19.74% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cordatus Wealth Management LLC | History | No change | 144,489 | 35,028 | 7.69% | 7.69% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 143,943 | 34,896 | 5.88% | 5.88% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 140,095 | 33,963 | 0.2% | 0.2% | 130 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 139,126 | 33,728 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 138,965 | 33,689 | 0.16% | 0.16% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | No change | 138,046 | 33,466 | 3.51% | 3.51% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 137,294 | 33,284 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RMR Wealth Builders | History | No change | 136,510 | 33,094 | 2.06% | 2.06% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sylvest Advisors, LLC | History | No change | 132,225 | 32,055 | 14.45% | 14.45% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 129,437 | 31,379 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 129,178 | 31,317 | 3.16% | 3.16% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LWM ADVISORS INC | History | Reduced | 125,487 | 31,112 | 23.49% | 23.05% | 139 | -2,000 | -1.57% | Q3 2026 | Oct 08, 2026 |
| Boston Partners | History | No change | 127,621 | 31,004 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 127,277 | 30,855 | 0.3% | 0.3% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 127,219 | 30,842 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CX Institutional | History | Added to | 122,927 | 30,477 | 0.83% | 0.83% | 143 | +4,673 | 3.95% | Q3 2026 | Oct 02, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 124,223 | 30,115 | 1.22% | 1.22% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 122,810 | 29,772 | 0.22% | 0.22% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 122,334 | 29,657 | 0.35% | 0.35% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | No change | 122,215 | 29,628 | 1.14% | 1.14% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMG National Trust Bank | History | No change | 121,896 | 29,551 | 0.61% | 0.61% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 120,601 | 29,237 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ryan Investment Management, Inc. | History | No change | 120,376 | 29,182 | 13.21% | 13.21% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nadler Financial Group, Inc. | History | No change | 119,675 | 29,012 | 2.46% | 2.46% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 117,742 | 28,544 | 0.27% | 0.27% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GTS SECURITIES LLC | History | No change | 116,951 | 28,352 | 0.6% | 0.6% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 116,884 | 28,336 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 116,785 | 28,312 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jefferies Financial Group Inc. | History | No change | 116,488 | 28,240 | 0.19% | 0.19% | 156 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BTC Capital Management, Inc. | History | No change | 114,711 | 27,810 | 1.69% | 1.69% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FULTON BANK, N.A. | History | No change | 109,030 | 26,432 | 0.81% | 0.81% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 106,338 | 26,364 | 0.69% | 0.73% | 159 | -1,372 | -1.27% | Q3 2026 | Oct 07, 2026 |
| PFW Advisors LLC | History | Reduced | 105,963 | 26,271 | 7.8% | 7.77% | 160 | -3,941 | -3.59% | Q3 2026 | Oct 07, 2026 |
| AWM CAPITAL, LLC | History | No change | 104,700 | 25,382 | 2.03% | 2.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Investment Management, LLC | History | No change | 104,385 | 25,306 | 0.91% | 0.91% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 102,975 | 24,964 | 0.25% | 0.25% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 102,895 | 24,944 | 1.7% | 1.7% | 164 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 100,602 | 24,398 | 0.13% | 0.13% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 100,400 | 24,339 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 99,729 | 24,177 | 0.25% | 0.25% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 99,228 | 24,055 | 1.05% | 1.05% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 98,500 | 23,879 | 0.36% | 0.36% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | No change | 98,484 | 23,875 | 0.3% | 0.3% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 94,896 | 23,005 | 0.36% | 0.36% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 94,592 | 22,931 | 4.14% | 4.14% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fund Evaluation Group, LLC | History | No change | 94,280 | 22,856 | 0.62% | 0.62% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 93,413 | 22,646 | 3.26% | 3.26% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 93,111 | 22,573 | 0.14% | 0.14% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SlateStone Wealth, LLC | History | No change | 92,514 | 22,428 | 1.72% | 1.72% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 92,496 | 22,423 | 0.41% | 0.41% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 92,318 | 22,380 | 0.11% | 0.11% | 178 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Westshore Wealth, LLC | History | No change | 90,319 | 21,896 | 6.8% | 6.8% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 89,848 | 21,781 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 87,962 | 21,324 | 0.78% | 0.78% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | No change | 87,331 | 21,171 | 0.23% | 0.23% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 86,242 | 20,907 | 0.44% | 0.44% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Independent Family Office, LLC | History | No change | 86,163 | 20,888 | 8.39% | 8.39% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 85,612 | 20,755 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 85,448 | 20,715 | 0.11% | 0.11% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 84,176 | 20,406 | 4.02% | 4.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Noble Family Wealth, LLC | History | No change | 82,217 | 19,931 | 3.57% | 3.57% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 81,486 | 19,754 | 0.14% | 0.14% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keel Point, LLC | History | No change | 80,834 | 19,596 | 1.16% | 1.16% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Napier Financial, LLC | History | No change | 80,154 | 19,431 | 4.05% | 4.05% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 80,035 | 19,402 | 13.72% | 13.72% | 192 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 79,919 | 19,374 | 1.6% | 1.6% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 77,821 | 19,294 | 2.11% | 2.1% | 194 | -1,443 | -1.82% | Q3 2026 | Oct 09, 2026 |
| PW Nova Financial Services LLC | History | No change | 78,713 | 19,082 | 4.09% | 4.09% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 78,265 | 19,016 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 77,208 | 18,717 | 0.55% | 0.55% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 76,311 | 18,500 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 75,795 | 18,375 | 0.55% | 0.55% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthCoast Asset Management LLC | History | No change | 75,245 | 18,241 | 0.4% | 0.4% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Added to | 72,554 | 18,194 | 0.23% | 0.24% | 201 | +3,294 | 4.76% | Q3 2026 | Oct 08, 2026 |
| Newport Capital Group, LLC | History | No change | 74,500 | 18,061 | 10.14% | 10.14% | 202 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ballast, Inc. | History | No change | 74,114 | 17,967 | 3.39% | 3.39% | 203 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Callan Family Office, LLC | History | No change | 73,717 | 17,871 | 0.35% | 0.35% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 72,762 | 17,639 | 0.98% | 0.98% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 72,440 | 17,561 | 10.58% | 10.58% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisory Group LLC | History | No change | 71,874 | 17,424 | 0.94% | 0.94% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 71,478 | 17,328 | 0.73% | 0.73% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 71,209 | 17,262 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meramec Financial Planners, LLC | History | No change | 68,485 | 17,103 | 6.25% | 6.25% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEST BANCORPORATION INC | History | No change | 70,539 | 17,100 | 7.31% | 7.31% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 69,220 | 16,781 | 0.11% | 0.11% | 212 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 67,587 | 16,385 | 5.29% | 5.29% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Berman McAleer LLC | History | No change | 67,488 | 16,361 | 1.89% | 1.89% | 214 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 63,291 | 15,343 | 0.23% | 0.23% | 215 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 63,143 | 15,307 | 4.3% | 4.3% | 216 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 63,113 | 15,300 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Capital Group | History | Reduced | 60,249 | 14,937 | 1.77% | 1.79% | 218 | -1,266 | -2.06% | Q3 2026 | Oct 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 61,322 | 14,866 | 0.1% | 0.1% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 61,285 | 14,857 | 0.98% | 0.98% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 59,702 | 14,801 | 0.41% | 0.4% | 221 | -19 | -0.03% | Q3 2026 | Oct 08, 2026 |
| INSIGHT 2811, INC. | History | No change | 61,000 | 14,788 | 5.72% | 5.72% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | No change | 60,935 | 14,772 | 0.16% | 0.16% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 60,827 | 14,746 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FDx Advisors, Inc. | History | No change | 59,013 | 14,307 | 4.31% | 4.31% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 58,890 | 14,276 | 0.06% | 0.06% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 58,572 | 14,199 | 3.01% | 3.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 58,376 | 14,152 | 0.87% | 0.87% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 57,833 | 14,020 | 0.61% | 0.61% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IEQ CAPITAL, LLC | History | No change | 57,583 | 13,959 | 0.06% | 0.06% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 57,185 | 13,863 | 0.11% | 0.11% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 57,068 | 13,853 | 0.39% | 0.39% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 56,939 | 13,803 | 4.31% | 4.31% | 233 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CERTUITY, LLC | History | No change | 56,216 | 13,628 | 0.67% | 0.67% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aristotle Capital Management, LLC | History | No change | 55,774 | 13,521 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 55,768 | 13,519 | 0.21% | 0.21% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 54,741 | 13,476 | 0.27% | 0.27% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Haverford Trust Co | History | No change | 55,569 | 13,471 | 0.12% | 0.12% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | No change | 55,362 | 13,421 | 0.19% | 0.19% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prism Advisors, Inc. | History | Reduced | 53,196 | 13,405 | 3.36% | 3.26% | 240 | -2,170 | -3.92% | Q3 2026 | Oct 09, 2026 |
| Krane Financial Solutions LLC | History | No change | 55,203 | 13,382 | 8.24% | 8.24% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 53,283 | 12,917 | 0.13% | 0.13% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 53,224 | 12,903 | 0.64% | 0.64% | 243 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Paladin Partners, LLC | History | Added to | 51,101 | 12,669 | 7.8% | 8.19% | 244 | +11 | 0.02% | Q3 2026 | Oct 06, 2026 |
| NWAM LLC | History | No change | 51,908 | 12,583 | 0.63% | 0.63% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kelsey Financial, LLC | History | No change | 50,631 | 12,274 | 9.31% | 9.31% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 50,576 | 12,261 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 50,573 | 12,260 | 0.29% | 0.29% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOSTER & MOTLEY INC | History | No change | 50,563 | 12,258 | 0.56% | 0.56% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XML Financial, LLC | History | No change | 50,237 | 12,178 | 0.89% | 0.89% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Newton One Investments LLC | History | No change | 50,120 | 12,150 | 3.06% | 3.06% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 48,937 | 12,132 | 0.26% | 0.25% | 252 | +144 | 0.3% | Q3 2026 | Oct 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 49,697 | 12,048 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 47,708 | 11,828 | 1.03% | 0.79% | 254 | +9,185 | 23.84% | Q3 2026 | Oct 07, 2026 |
| Diversified Trust Co | History | No change | 48,614 | 11,785 | 0.19% | 0.19% | 255 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tradition Wealth Management, LLC | History | No change | 47,811 | 11,590 | 0.71% | 0.71% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Montecito Bank & Trust | History | Reduced | 46,442 | 11,514 | 1.74% | 1.69% | 257 | -185 | -0.4% | Q3 2026 | Oct 01, 2026 |
| WEBSTER BANK, N. A. | History | No change | 47,432 | 11,498 | 1.0% | 1.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SCS Capital Management LLC | History | No change | 47,373 | 11,484 | 0.11% | 0.11% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMA Wealth Management, LLC | History | No change | 47,348 | 11,478 | 7.35% | 7.35% | 260 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 46,185 | 11,450 | 0.19% | 0.04% | 261 | +35,693 | 340.19% | Q3 2026 | Oct 01, 2026 |
| Argent Trust Co | History | No change | 47,224 | 11,448 | 0.33% | 0.33% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 45,664 | 11,070 | 0.1% | 0.1% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 45,508 | 11,032 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 45,740 | 11,024 | 2.19% | 2.19% | 265 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthRock Partners, LLC | History | No change | 45,467 | 11,022 | 0.16% | 0.16% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 45,243 | 10,968 | 0.18% | 0.18% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OFS Enterprise LLC | History | No change | 45,212 | 10,960 | 2.8% | 2.8% | 268 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Morton Capital Management LLC/CA | History | No change | 45,061 | 10,924 | 1.49% | 1.49% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Visionary Wealth Advisors | History | No change | 44,825 | 10,866 | 0.43% | 0.43% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 44,387 | 10,760 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 43,948 | 10,654 | 0.2% | 0.2% | 272 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HBK Sorce Advisory LLC | History | No change | 41,441 | 10,614 | 0.2% | 0.2% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 42,924 | 10,406 | 0.08% | 0.08% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 42,824 | 10,381 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 42,702 | 10,352 | 0.11% | 0.11% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 41,888 | 10,158 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 41,597 | 10,084 | 0.58% | 0.58% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 41,227 | 9,994 | 0.66% | 0.66% | 279 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 40,275 | 9,985 | 0.07% | 0.12% | 280 | -23,943 | -37.28% | Q3 2026 | Oct 08, 2026 |
| Atria Investments, Inc | History | No change | 41,028 | 9,946 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Johnson Financial Group, Inc. | History | No change | 41,024 | 9,945 | 0.33% | 0.33% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 40,910 | 9,917 | 3.11% | 3.11% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 40,538 | 9,827 | 0.5% | 0.5% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TCW GROUP INC | History | No change | 40,328 | 9,776 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 39,583 | 9,596 | 0.15% | 0.15% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunburst Financial Group, LLC | History | No change | 38,698 | 9,594 | 1.52% | 1.52% | 287 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 39,311 | 9,530 | 0.14% | 0.14% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 39,173 | 9,496 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 39,025 | 9,460 | 0.11% | 0.11% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 38,938 | 9,439 | 0.58% | 0.58% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 38,915 | 9,434 | 0.31% | 0.31% | 292 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 38,693 | 9,380 | 1.23% | 1.23% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stegner Investment Associates Inc. | History | No change | 38,393 | 9,307 | 4.43% | 4.43% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 38,352 | 9,297 | 0.19% | 0.19% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Segment Wealth Management, LLC | History | No change | 38,049 | 9,224 | 0.48% | 0.48% | 296 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 37,942 | 9,198 | 0.36% | 0.36% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 37,836 | 9,172 | 0.5% | 0.5% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 37,706 | 9,141 | 0.11% | 0.11% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | History | No change | 37,287 | 9,039 | 0.51% | 0.51% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Independence Asset Advisors, LLC | History | No change | 37,250 | 9,030 | 2.35% | 2.35% | 301 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Alexis Investment Partners, LLC | History | No change | 37,106 | 9,007 | 5.27% | 5.27% | 302 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 37,111 | 8,996 | 1.02% | 1.02% | 303 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 36,980 | 8,965 | 0.14% | 0.14% | 304 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 36,980 | 8,965 | 1.14% | 1.14% | 305 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sierra Capital LLC | History | No change | 36,928 | 8,952 | 0.87% | 0.87% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASPIRIANT, LLC | History | No change | 36,690 | 8,895 | 0.22% | 0.22% | 307 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Veratis Advisors, Inc. | History | No change | 36,570 | 8,865 | 6.27% | 6.27% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 36,530 | 8,856 | 0.39% | 0.39% | 309 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 36,294 | 8,798 | 0.84% | 0.84% | 310 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 36,273 | 8,793 | 0.33% | 0.33% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 36,204 | 8,776 | 0.19% | 0.19% | 312 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 36,028 | 8,734 | 0.14% | 0.14% | 313 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 35,903 | 8,703 | 1.02% | 1.02% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 35,684 | 8,650 | 0.16% | 0.16% | 315 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 35,659 | 8,644 | 0.15% | 0.15% | 316 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 35,392 | 8,580 | 0.11% | 0.11% | 317 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Raub Brock Capital Management LP | History | No change | 35,357 | 8,571 | 2.36% | 2.36% | 318 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 35,283 | 8,553 | 1.95% | 1.95% | 319 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 35,076 | 8,503 | 0.1% | 0.1% | 320 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| DT Investment Partners, LLC | History | No change | 35,063 | 8,500 | 0.63% | 0.63% | 321 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hirtle & Co., LLC | History | No change | 35,009 | 8,487 | 0.28% | 0.28% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | No change | 34,832 | 8,444 | 0.42% | 0.42% | 323 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Monument Capital Management | History | Added to | 34,034 | 8,438 | 1.76% | 0.24% | 324 | +29,192 | 602.89% | Q3 2026 | Oct 08, 2026 |
| Widmann Financial Services, Inc. | History | No change | 34,728 | 8,419 | 4.52% | 4.52% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sepio Capital, LP | History | No change | 34,717 | 8,416 | 0.42% | 0.42% | 326 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 34,695 | 8,411 | 4.58% | 4.58% | 327 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REBALANCE, LLC | History | No change | 34,593 | 8,386 | 0.44% | 0.44% | 328 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pointe Capital Management LLC | History | No change | 34,534 | 8,372 | 3.75% | 3.75% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 34,394 | 8,338 | 0.2% | 0.2% | 330 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| American State Bank (Iowa) | History | No change | 34,311 | 8,318 | 3.37% | 3.37% | 331 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 34,296 | 8,314 | 4.02% | 4.02% | 332 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 33,912 | 8,221 | 0.07% | 0.07% | 333 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 33,891 | 8,216 | 0.23% | 0.23% | 334 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EASTERN BANK | History | Added to | 33,132 | 8,214 | 0.12% | 0.12% | 335 | +226 | 0.69% | Q3 2026 | Oct 05, 2026 |
| BIP Wealth, LLC | History | No change | 33,499 | 8,121 | 0.23% | 0.23% | 336 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Finley Financial, LLC | History | No change | 33,346 | 8,084 | 3.25% | 3.25% | 337 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 33,296 | 8,071 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TPG Financial Advisors, LLC | History | No change | 32,922 | 7,981 | 2.38% | 2.38% | 339 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 32,449 | 7,866 | 0.25% | 0.25% | 340 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 32,111 | 7,784 | 0.04% | 0.04% | 341 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TORONTO DOMINION BANK | History | No change | 31,915 | 7,737 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 31,700 | 7,685 | 0.03% | 0.03% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 31,668 | 7,677 | 2.64% | 2.64% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 31,659 | 7,675 | 0.21% | 0.21% | 345 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Auour Investments LLC | History | No change | 31,595 | 7,659 | 2.2% | 2.2% | 346 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| M.D. Sass, LLC | History | No change | 31,554 | 7,649 | 0.5% | 0.5% | 347 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlTi Global, Inc. | History | No change | 31,463 | 7,627 | 0.16% | 0.16% | 348 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 31,331 | 7,595 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 31,216 | 7,567 | 4.37% | 4.37% | 350 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ballentine Partners, LLC | History | No change | 31,161 | 7,554 | 0.09% | 0.09% | 351 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Composition Wealth, LLC | History | No change | 31,037 | 7,524 | 0.09% | 0.09% | 352 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 30,998 | 7,514 | 0.21% | 0.21% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 30,891 | 7,488 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 30,065 | 7,433 | 0.07% | 0.07% | 355 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 30,294 | 7,344 | 0.14% | 0.14% | 356 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 30,146 | 7,308 | 0.43% | 0.43% | 357 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allen Investment Management, LLC | History | No change | 30,093 | 7,295 | 0.09% | 0.09% | 358 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 29,871 | 7,241 | 0.2% | 0.2% | 359 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 29,869 | 7,241 | 0.6% | 0.6% | 360 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 29,277 | 7,226 | 1.32% | 1.32% | 361 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hardy Reed LLC | History | No change | 29,678 | 7,194 | 0.46% | 0.46% | 362 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MidFirst Bank | History | No change | 29,677 | 7,194 | 0.51% | 0.51% | 363 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 28,513 | 7,009 | 0.84% | 0.84% | 364 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 28,681 | 6,953 | 1.71% | 1.71% | 365 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 28,654 | 6,946 | 0.05% | 0.05% | 366 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Disciplined Investments, LLC | History | No change | 28,624 | 6,939 | 2.24% | 2.24% | 367 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 32,403 | 6,923 | 1.19% | 1.19% | 368 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Estate Counselors, LLC | History | No change | 28,438 | 6,894 | 0.59% | 0.59% | 369 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 28,206 | 6,838 | 0.07% | 0.07% | 370 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 28,171 | 6,829 | 1.51% | 1.51% | 371 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 28,070 | 6,804 | 0.08% | 0.08% | 372 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard National Trust Co | History | No change | 28,061 | 6,802 | 0.37% | 0.37% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 28,046 | 6,799 | 0.25% | 0.25% | 374 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EQUITABLE TRUST CO | History | No change | 28,035 | 6,796 | 0.28% | 0.28% | 375 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Next Capital Management LLC | History | No change | 27,975 | 6,781 | 1.83% | 1.83% | 376 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 27,352 | 6,776 | 0.13% | 0.13% | 377 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Towerpoint Wealth, LLC | History | No change | 27,783 | 6,735 | 2.33% | 2.33% | 378 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 27,597 | 6,690 | 2.73% | 2.73% | 379 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 27,593 | 6,689 | 0.09% | 0.09% | 380 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 27,500 | 6,666 | 4.07% | 4.07% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 27,480 | 6,661 | 0.61% | 0.61% | 382 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brightwater Advisory LLC | History | No change | 27,281 | 6,613 | 4.18% | 4.18% | 383 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 27,263 | 6,609 | 1.36% | 1.36% | 384 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 27,244 | 6,604 | 0.14% | 0.14% | 385 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLCM Advisors, Inc. | History | No change | 27,218 | 6,598 | 0.52% | 0.52% | 386 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 26,936 | 6,530 | 0.03% | 0.03% | 387 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 26,772 | 6,490 | 0.07% | 0.07% | 388 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBK INVESTMENTS L P | History | No change | 26,600 | 6,448 | 0.06% | 0.06% | 389 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | No change | 26,571 | 6,441 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linscomb Wealth, Inc. | History | No change | 26,353 | 6,388 | 0.28% | 0.28% | 391 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 26,243 | 6,361 | 0.44% | 0.44% | 392 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Community Bank, N.A. | History | No change | 26,209 | 6,353 | 0.69% | 0.69% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 26,141 | 6,337 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| POTENTIA WEALTH | History | No change | 26,143 | 6,337 | 2.59% | 2.59% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 26,116 | 6,331 | 0.03% | 0.03% | 396 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aureus Asset Management, LLC | History | No change | 25,814 | 6,258 | 0.38% | 0.38% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 25,718 | 6,235 | 0.63% | 0.63% | 398 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Heck Capital Advisors, LLC | History | No change | 25,627 | 6,212 | 0.37% | 0.37% | 399 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ASSETMARK, INC | History | No change | 25,399 | 6,157 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 24,547 | 6,093 | 0.59% | 0.59% | 401 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Paladin Advisory Group, LLC | History | No change | 24,818 | 6,016 | 4.0% | 4.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 24,782 | 6,007 | 0.04% | 0.04% | 403 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Winthrop Advisory Group LLC | History | No change | 24,452 | 5,927 | 0.4% | 0.4% | 404 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 24,436 | 5,924 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversified Portfolios, Inc. | History | No change | 24,412 | 5,918 | 0.43% | 0.43% | 406 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KINTRA WEALTH, LLC | History | No change | 22,795 | 5,896 | 0.31% | 0.31% | 407 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 24,227 | 5,873 | 1.21% | 1.21% | 408 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 24,249 | 5,871 | 0.27% | 0.27% | 409 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| RHUMBLINE ADVISERS | History | No change | 24,202 | 5,867 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 24,040 | 5,828 | 0.16% | 0.16% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 23,933 | 5,802 | 0.12% | 0.12% | 412 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JMG Financial Group, Ltd. | History | No change | 23,936 | 5,802 | 0.14% | 0.14% | 413 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 23,738 | 5,754 | 2.06% | 2.06% | 414 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 23,702 | 5,746 | 0.11% | 0.11% | 415 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alta Wealth Advisors LLC | History | No change | 23,549 | 5,708 | 1.55% | 1.55% | 416 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Advisory, LLC | History | No change | 23,407 | 5,674 | 0.47% | 0.47% | 417 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 23,120 | 5,604 | 0.71% | 0.71% | 418 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 22,996 | 5,574 | 0.27% | 0.27% | 419 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 22,411 | 5,556 | 0.07% | 0.06% | 421 | +819 | 3.79% | Q3 2026 | Oct 05, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 22,921 | 5,556 | 0.16% | 0.16% | 420 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Columbus Macro, LLC | History | No change | 22,896 | 5,550 | 0.54% | 0.54% | 422 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Broadview Financial Management, LLC | History | No change | 22,758 | 5,517 | 3.37% | 3.37% | 423 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 22,694 | 5,501 | 1.78% | 1.78% | 424 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 22,453 | 5,443 | 1.56% | 1.56% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 22,368 | 5,422 | 0.52% | 0.52% | 426 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset Management Group, Inc. | History | No change | 22,264 | 5,397 | 0.79% | 0.79% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 22,144 | 5,368 | 0.09% | 0.09% | 428 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 22,021 | 5,338 | 0.25% | 0.25% | 429 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 21,882 | 5,304 | 0.05% | 0.05% | 430 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 21,582 | 5,232 | 0.34% | 0.34% | 431 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 21,377 | 5,182 | 0.1% | 0.1% | 432 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 20,958 | 5,080 | 0.68% | 0.68% | 433 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 20,694 | 5,016 | 0.15% | 0.15% | 434 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 20,665 | 5,009 | 0.03% | 0.03% | 435 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HMS Capital Management, LLC | History | No change | 20,600 | 4,994 | 1.87% | 1.87% | 436 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caprock Group, LLC | History | No change | 20,547 | 4,981 | 0.1% | 0.1% | 437 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 20,486 | 4,966 | 0.04% | 0.04% | 438 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Permanens Capital L.P. | History | No change | 20,400 | 4,945 | 0.51% | 0.51% | 439 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 19,565 | 4,850 | 0.16% | 0.17% | 440 | +541 | 2.84% | Q3 2026 | Oct 08, 2026 |
| UMB Bank, n.a. | History | No change | 19,806 | 4,801 | 0.06% | 0.06% | 441 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 19,753 | 4,788 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 19,736 | 4,784 | 0.11% | 0.11% | 443 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 22,192 | 4,741 | 0.13% | 0.13% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FC Advisory LLC | History | Reduced | 19,106 | 4,736 | 1.24% | 1.25% | 445 | -350 | -1.8% | Q3 2026 | Oct 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 19,516 | 4,731 | 0.26% | 0.26% | 446 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 19,281 | 4,674 | 0.41% | 0.41% | 447 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Simplicity Wealth,LLC | History | No change | 19,255 | 4,667 | 0.16% | 0.16% | 448 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Acropolis Investment Management, LLC | History | No change | 18,811 | 4,663 | 0.19% | 0.18% | 449 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 19,223 | 4,660 | 0.81% | 0.81% | 450 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 19,175 | 4,648 | 0.31% | 0.31% | 451 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 19,154 | 4,643 | 0.13% | 0.13% | 452 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 19,067 | 4,628 | 0.15% | 0.15% | 453 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 19,085 | 4,626 | 0.47% | 0.47% | 454 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 18,930 | 4,589 | 1.86% | 1.86% | 455 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NBH Bank | History | No change | 18,845 | 4,568 | 1.92% | 1.92% | 456 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 18,807 | 4,559 | 0.2% | 0.2% | 457 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summa Corp. | History | No change | 18,766 | 4,549 | 1.43% | 1.43% | 458 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tandem Financial, LLC | History | No change | 18,731 | 4,540 | 1.37% | 1.37% | 459 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 18,535 | 4,493 | 0.25% | 0.25% | 460 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Busey Bank | History | No change | 18,403 | 4,461 | 0.11% | 0.11% | 461 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 18,389 | 4,458 | 1.35% | 1.35% | 462 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NICOLET BANKSHARES INC | History | No change | 18,273 | 4,454 | 0.14% | 0.14% | 463 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Holistic Financial Partners | History | No change | 18,284 | 4,432 | 2.71% | 2.71% | 464 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Argyle Capital Partners, LLC | History | No change | 18,266 | 4,428 | 2.79% | 2.79% | 465 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 18,088 | 4,385 | 0.08% | 0.08% | 466 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 18,048 | 4,375 | 1.38% | 1.38% | 467 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| W ADVISORS, LLC | History | No change | 18,049 | 4,375 | 1.99% | 1.99% | 468 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 17,972 | 4,356 | 0.07% | 0.07% | 469 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aureum Wealth Management, LLC | History | No change | 17,932 | 4,347 | 2.7% | 2.7% | 470 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 17,897 | 4,338 | 0.22% | 0.22% | 471 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 17,870 | 4,332 | 0.13% | 0.13% | 472 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Wealth Management, LLC | History | No change | 17,812 | 4,318 | 0.05% | 0.05% | 473 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Goodman Financial Corp | History | No change | 17,805 | 4,316 | 0.67% | 0.67% | 474 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 17,773 | 4,308 | 0.22% | 0.22% | 475 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Essex Financial Services, Inc. | History | No change | 17,721 | 4,296 | 0.21% | 0.21% | 476 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 17,671 | 4,283 | 0.94% | 0.94% | 477 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 17,347 | 4,205 | 0.25% | 0.25% | 478 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 16,893 | 4,095 | 0.46% | 0.46% | 479 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 16,249 | 4,017 | 0.5% | 0.5% | 480 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Intrua Financial, LLC | History | No change | 16,367 | 3,967 | 0.36% | 0.36% | 481 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 16,346 | 3,962 | 0.06% | 0.06% | 482 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 16,320 | 3,956 | 0.5% | 0.5% | 483 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Empowered Funds, LLC | History | No change | 16,243 | 3,937 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 16,206 | 3,928 | 0.4% | 0.4% | 485 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 16,169 | 3,919 | 0.38% | 0.38% | 486 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ancora Advisors LLC | History | No change | 16,141 | 3,913 | 0.08% | 0.08% | 487 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 16,099 | 3,903 | 0.36% | 0.36% | 488 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cambria Investment Management, L.P. | History | No change | 16,076 | 3,897 | 0.19% | 0.19% | 489 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE Private Wealth Advisors | History | No change | 15,968 | 3,871 | 0.33% | 0.33% | 490 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 15,936 | 3,863 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 15,931 | 3,862 | 0.08% | 0.08% | 492 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 15,915 | 3,858 | 0.76% | 0.76% | 493 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 15,515 | 3,846 | 0.05% | 0.05% | 494 | +318 | 2.09% | Q3 2026 | Oct 08, 2026 |
| Western Wealth Management, LLC | History | No change | 15,809 | 3,832 | 0.13% | 0.13% | 495 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 15,705 | 3,807 | 1.41% | 1.41% | 496 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glenview Trust Co | History | No change | 15,700 | 3,806 | 0.05% | 0.05% | 497 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 15,567 | 3,773 | 0.13% | 0.13% | 498 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 15,417 | 3,737 | 0.62% | 0.62% | 499 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atwater Malick LLC | History | No change | 15,413 | 3,736 | 0.81% | 0.81% | 500 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 15,260 | 3,699 | 1.78% | 1.78% | 501 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 15,201 | 3,685 | 0.22% | 0.22% | 502 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 15,195 | 3,683 | 0.96% | 0.96% | 503 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 15,105 | 3,661 | 0.42% | 0.42% | 504 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Colorado Capital Management, Inc. | History | No change | 15,060 | 3,651 | 1.25% | 1.25% | 505 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Magnus Financial Group LLC | History | No change | 15,014 | 3,639 | 0.26% | 0.26% | 506 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pathway Financial Advisors LLC | History | No change | 14,660 | 3,634 | 0.4% | 0.42% | 507 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 14,929 | 3,619 | 1.01% | 1.01% | 508 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accredited Investors Inc. | History | No change | 14,861 | 3,602 | 0.16% | 0.16% | 509 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 14,825 | 3,594 | 0.35% | 0.35% | 510 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Evanson Financial, LLC | History | No change | 14,777 | 3,582 | 0.18% | 0.18% | 511 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 14,721 | 3,569 | 0.04% | 0.04% | 512 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 14,685 | 3,560 | 0.09% | 0.09% | 513 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Boston Trust Walden Corp | History | No change | 14,638 | 3,548 | 0.03% | 0.03% | 514 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mainstream Capital Management LLC | History | No change | 14,598 | 3,538 | 2.13% | 2.13% | 515 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WCG Wealth Advisors LLC | History | No change | 14,582 | 3,535 | 0.08% | 0.08% | 516 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 14,505 | 3,516 | 0.34% | 0.34% | 517 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 14,479 | 3,510 | 2.88% | 2.88% | 518 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EPG Wealth Management LLC | History | No change | 14,439 | 3,500 | 0.84% | 0.84% | 519 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 14,365 | 3,482 | 0.82% | 0.82% | 520 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Autumn Glory Partners, LLC | History | No change | 14,259 | 3,456 | 0.98% | 0.98% | 521 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BG Investment Services, LLC | History | No change | 14,160 | 3,432 | 2.47% | 2.47% | 522 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | No change | 14,105 | 3,419 | 0.05% | 0.05% | 523 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 13,925 | 3,375 | 0.57% | 0.57% | 524 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 13,909 | 3,372 | 1.0% | 1.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIG BROKERAGE, LP | History | No change | 13,889 | 3,367 | 0.07% | 0.07% | 526 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 13,773 | 3,359 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grove Bank & Trust | History | Reduced | 13,544 | 3,357 | 0.33% | 0.38% | 528 | -2,445 | -15.29% | Q3 2026 | Oct 08, 2026 |
| Q3 Asset Management | History | No change | 13,798 | 3,345 | 0.61% | 0.61% | 529 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAXON INTERESTS, INC. | History | No change | 13,784 | 3,341 | 0.92% | 0.92% | 530 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 13,785 | 3,341 | 0.1% | 0.1% | 531 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 13,670 | 3,314 | 1.0% | 1.0% | 532 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 13,605 | 3,298 | 0.34% | 0.34% | 533 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 13,565 | 3,288 | 0.33% | 0.33% | 534 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 13,456 | 3,262 | 0.78% | 0.78% | 535 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Eagle Strategies LLC | History | No change | 13,439 | 3,258 | 0.32% | 0.32% | 536 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 13,434 | 3,256 | 0.1% | 0.1% | 537 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COURIER CAPITAL LLC | History | No change | 13,407 | 3,250 | 0.16% | 0.16% | 538 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 13,257 | 3,213 | 0.22% | 0.22% | 539 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 13,133 | 3,183 | 0.04% | 0.04% | 540 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 13,125 | 3,181 | 0.82% | 0.82% | 541 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 13,119 | 3,180 | 1.57% | 1.57% | 542 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 13,260 | 3,179 | 0.04% | 0.04% | 543 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centennial Bank/AR/ | History | No change | 13,068 | 3,168 | 1.02% | 1.02% | 544 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DONALD SMITH & CO., INC. | History | No change | 13,000 | 3,151 | 0.06% | 0.06% | 545 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 12,987 | 3,148 | 0.58% | 0.58% | 546 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 12,967 | 3,143 | 0.03% | 0.03% | 547 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 12,944 | 3,138 | 0.66% | 0.66% | 548 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 12,841 | 3,113 | 0.19% | 0.19% | 549 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 12,555 | 3,112 | 0.21% | 0.2% | 550 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 12,840 | 3,112 | 1.8% | 1.8% | 551 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 12,811 | 3,105 | 0.04% | 0.04% | 552 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 12,804 | 3,104 | 0.12% | 0.12% | 553 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 12,792 | 3,101 | 0.51% | 0.51% | 554 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,710 | 3,081 | 0.05% | 0.05% | 555 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantum Portfolio Management LLC | History | No change | 12,660 | 3,069 | 1.1% | 1.1% | 556 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 12,654 | 3,067 | 2.0% | 2.0% | 557 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INVESTED ADVISORS | History | No change | 12,618 | 3,058 | 2.7% | 2.7% | 558 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 12,591 | 3,052 | 0.81% | 0.81% | 559 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 12,583 | 3,050 | 0.17% | 0.17% | 560 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital World Investors | History | No change | 12,556 | 3,047 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Financial Group | History | No change | 12,500 | 3,030 | 2.29% | 2.29% | 562 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Johnson Financial Group, LLC | History | No change | 12,488 | 3,027 | 0.16% | 0.16% | 563 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 12,382 | 3,001 | 0.11% | 0.11% | 564 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 12,231 | 2,965 | 0.14% | 0.14% | 565 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allegheny Financial Group | History | No change | 12,137 | 2,942 | 0.31% | 0.31% | 566 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atlas Brown,Inc. | History | Reduced | 11,859 | 2,940 | 0.78% | 0.77% | 567 | -1 | -0.01% | Q3 2026 | Oct 09, 2026 |
| Montis Financial, LLC | History | No change | 12,072 | 2,926 | 0.6% | 0.6% | 568 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 11,983 | 2,905 | 0.55% | 0.55% | 569 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 11,983 | 2,905 | 0.55% | 0.55% | 570 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 11,913 | 2,888 | 0.05% | 0.05% | 571 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STAR Financial Bank | History | No change | 11,730 | 2,843 | 1.16% | 1.16% | 572 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nolet Wealth Management, LLC | History | No change | 11,725 | 2,842 | 1.57% | 1.57% | 573 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 11,724 | 2,842 | 0.37% | 0.37% | 574 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rinkey Investments | History | No change | 11,658 | 2,826 | 0.67% | 0.67% | 575 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 11,629 | 2,819 | 0.07% | 0.07% | 576 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 11,613 | 2,815 | 0.06% | 0.06% | 577 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,477 | 2,782 | 0.07% | 0.07% | 578 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PlanVest Financial, Inc | History | No change | 11,448 | 2,775 | 1.85% | 1.85% | 579 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 11,436 | 2,772 | 0.37% | 0.37% | 580 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital International Investors | History | No change | 11,416 | 2,771 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Florida Trust Wealth Management Co | History | No change | 11,413 | 2,766 | 0.07% | 0.07% | 582 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 11,392 | 2,761 | 0.08% | 0.08% | 583 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 13,076 | 2,750 | 2.35% | 2.35% | 584 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SilverOak Wealth Management LLC | History | No change | 11,295 | 2,738 | 0.35% | 0.35% | 585 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 11,278 | 2,734 | 1.37% | 1.37% | 586 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SouthState Bank Corp | History | No change | 11,207 | 2,716 | 0.11% | 0.11% | 587 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 11,180 | 2,710 | 0.1% | 0.1% | 588 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baron Financial Group, LLC | History | Reduced | 10,806 | 2,679 | 1.3% | 1.27% | 589 | -210 | -1.91% | Q3 2026 | Oct 09, 2026 |
| Brookstone Capital Management | History | No change | 11,023 | 2,672 | 0.03% | 0.03% | 590 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 11,000 | 2,666 | 0.02% | 0.02% | 591 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 11,000 | 2,666 | 0.14% | 0.14% | 592 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 10,985 | 2,663 | 0.11% | 0.11% | 593 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Secure Asset Management, LLC | History | No change | 10,971 | 2,659 | 0.37% | 0.37% | 594 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 10,962 | 2,657 | 0.7% | 0.7% | 595 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| World Investment Advisors | History | No change | 12,011 | 2,646 | 0.04% | 0.04% | 596 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGN Advisors LLC | History | No change | 10,858 | 2,632 | 0.19% | 0.19% | 597 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Indivisible Partners | History | No change | 10,855 | 2,631 | 0.15% | 0.15% | 598 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,781 | 2,613 | 0.1% | 0.1% | 599 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | No change | 10,758 | 2,607 | 0.03% | 0.03% | 600 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 10,744 | 2,604 | 0.47% | 0.47% | 601 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Verdence Capital Advisors LLC | History | No change | 10,625 | 2,575 | 0.14% | 0.14% | 602 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 10,618 | 2,574 | 0.21% | 0.21% | 603 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Wealth Management, LLC | History | No change | 10,613 | 2,572 | 0.33% | 0.33% | 604 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 10,595 | 2,568 | 0.21% | 0.21% | 605 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | No change | 10,580 | 2,564 | 0.05% | 0.05% | 606 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ICONIQ Capital, LLC | History | No change | 10,489 | 2,542 | 0.07% | 0.07% | 607 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| jvl associates llc | History | No change | 10,211 | 2,531 | 0.73% | 0.7% | 608 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Index Technologies Group LLC | History | No change | 10,418 | 2,525 | 2.02% | 2.02% | 609 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 10,058 | 2,493 | 0.16% | 0.15% | 611 | +693 | 7.4% | Q3 2026 | Oct 08, 2026 |
| Manchester Capital Management LLC | History | No change | 10,284 | 2,493 | 0.32% | 0.32% | 610 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 10,269 | 2,489 | 0.2% | 0.2% | 612 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 10,269 | 2,489 | 0.13% | 0.13% | 613 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Highland Investment Advisors LLC | History | No change | 10,253 | 2,485 | 1.08% | 1.08% | 614 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 10,246 | 2,483 | 0.29% | 0.29% | 615 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evercore Wealth Management, LLC | History | No change | 10,223 | 2,478 | 0.04% | 0.04% | 616 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 10,182 | 2,468 | 0.84% | 0.84% | 617 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 10,159 | 2,462 | 0.12% | 0.12% | 618 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 10,118 | 2,452 | 0.13% | 0.13% | 619 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 10,114 | 2,451 | 0.09% | 0.09% | 620 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 10,088 | 2,445 | 0.09% | 0.09% | 621 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 10,059 | 2,438 | 0.17% | 0.17% | 622 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Resource Group | History | No change | 10,034 | 2,432 | 0.37% | 0.37% | 623 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 10,019 | 2,428 | 0.6% | 0.6% | 624 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 10,009 | 2,426 | 1.19% | 1.19% | 625 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clarion Wealth Managment Partners, LLC | History | No change | 9,983 | 2,420 | 1.95% | 1.95% | 626 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 9,980 | 2,419 | 0.41% | 0.41% | 627 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 9,947 | 2,411 | 0.75% | 0.75% | 628 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 9,915 | 2,403 | 0.08% | 0.08% | 629 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Trust | History | No change | 9,916 | 2,403 | 0.19% | 0.19% | 630 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 9,844 | 2,386 | 0.06% | 0.06% | 631 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEE DANNER & BASS INC | History | No change | 9,799 | 2,375 | 0.14% | 0.14% | 632 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 9,764 | 2,367 | 0.38% | 0.38% | 633 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 9,753 | 2,364 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Point Inc. | History | No change | 9,750 | 2,363 | 0.2% | 0.2% | 635 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Qube Research & Technologies Ltd | History | No change | 9,736 | 2,360 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 9,687 | 2,348 | 0.93% | 0.93% | 637 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 9,665 | 2,343 | 0.09% | 0.09% | 638 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Western Trust Bank | History | No change | 9,592 | 2,325 | 0.11% | 0.11% | 639 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| InvesTrust | History | No change | 9,584 | 2,323 | 0.89% | 0.89% | 640 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 9,581 | 2,322 | 0.13% | 0.13% | 641 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 9,558 | 2,317 | 0.05% | 0.05% | 642 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,499 | 2,302 | 0.05% | 0.05% | 643 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 9,489 | 2,300 | 0.58% | 0.58% | 644 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Virtue Capital Management, LLC | History | No change | 9,476 | 2,297 | 0.31% | 0.31% | 645 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 9,455 | 2,292 | 1.55% | 1.55% | 646 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,695 | 2,285 | 0.09% | 0.09% | 647 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NovaPoint Capital, LLC | History | No change | 9,417 | 2,282 | 0.47% | 0.47% | 648 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GenWealth Group, Inc. | History | No change | 9,373 | 2,272 | 0.35% | 0.35% | 649 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,357 | 2,268 | 0.02% | 0.02% | 650 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GFS Advisors, LLC | History | No change | 253 | 2,266 | 0.24% | 0.24% | 651 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 9,239 | 2,239 | 0.2% | 0.2% | 652 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Flaharty Asset Management, LLC | History | No change | 9,052 | 2,234 | 3.2% | 3.2% | 653 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Verus Financial Partners, Inc. | History | No change | 9,203 | 2,230 | 0.19% | 0.19% | 654 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BigSur Wealth Management LLC | History | No change | 9,180 | 2,225 | 0.54% | 0.54% | 655 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 9,163 | 2,221 | 0.03% | 0.03% | 656 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Calamos Wealth Management LLC | History | No change | 9,125 | 2,212 | 0.07% | 0.07% | 657 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,091 | 2,203 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fisher Asset Management, LLC | History | No change | 9,033 | 2,189 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Next Level Private LLC | History | No change | 8,972 | 2,175 | 0.43% | 0.43% | 660 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Insight Inv LLC | History | No change | 8,971 | 2,174 | 1.02% | 1.02% | 661 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 8,957 | 2,171 | 0.7% | 0.7% | 662 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 8,952 | 2,170 | 0.61% | 0.61% | 663 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 8,935 | 2,166 | 0.25% | 0.25% | 664 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 8,920 | 2,162 | 0.54% | 0.54% | 665 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gryphon Financial Partners LLC | History | No change | 8,910 | 2,160 | 0.19% | 0.19% | 666 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAYPORT, LLC | History | No change | 8,910 | 2,160 | 0.33% | 0.33% | 667 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 8,701 | 2,157 | 0.43% | 0.44% | 668 | -558 | -6.03% | Q3 2026 | Oct 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 8,898 | 2,157 | 0.1% | 0.1% | 669 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearwave Capital, LLC | History | No change | 8,881 | 2,153 | 1.19% | 1.19% | 670 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 8,870 | 2,150 | 0.2% | 0.2% | 671 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STEPH & CO | History | Reduced | 8,654 | 2,145 | 0.55% | 0.58% | 672 | -751 | -7.99% | Q3 2026 | Oct 07, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 8,833 | 2,141 | 0.31% | 0.31% | 673 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 8,762 | 2,124 | 1.61% | 1.61% | 674 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Columbia Bank | History | No change | 8,751 | 2,121 | 0.48% | 0.48% | 675 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vigil Wealth Management, LLC | History | No change | 8,748 | 2,120 | 1.51% | 1.51% | 676 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 8,715 | 2,112 | 0.39% | 0.39% | 677 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 8,704 | 2,110 | 0.58% | 0.58% | 678 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Centerpoint Advisory Group | History | No change | 8,698 | 2,108 | 1.34% | 1.34% | 679 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 8,691 | 2,106 | 0.14% | 0.14% | 680 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Edgestream Partners, L.P. | History | No change | 8,647 | 2,096 | 0.06% | 0.06% | 681 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 8,630 | 2,092 | 0.41% | 0.41% | 682 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 8,631 | 2,092 | 0.03% | 0.03% | 683 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 8,623 | 2,090 | 0.13% | 0.13% | 684 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True North Advisors, LLC | History | No change | 8,586 | 2,081 | 0.2% | 0.2% | 685 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tactive Advisors, LLC | History | Reduced | 8,392 | 2,080 | 0.5% | 0.54% | 686 | -633 | -7.01% | Q3 2026 | Oct 08, 2026 |
| RiverGlades Family Offices LLC | History | No change | 8,565 | 2,076 | 0.95% | 0.95% | 687 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RKL Wealth Management LLC | History | No change | 8,471 | 2,053 | 0.16% | 0.16% | 688 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| St. Louis Trust Co | History | No change | 19,418 | 2,052 | 0.23% | 0.23% | 689 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| David Kennon Inc | History | No change | 8,424 | 2,042 | 0.67% | 0.67% | 690 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 8,416 | 2,040 | 0.07% | 0.07% | 691 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTRUST BANK NA | History | No change | 8,399 | 2,036 | 0.15% | 0.15% | 692 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Affiance Financial, LLC | History | No change | 8,391 | 2,034 | 0.29% | 0.29% | 693 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| United Advisor Group, LLC | History | No change | 8,294 | 2,010 | 0.21% | 0.21% | 694 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sage Mountain Advisors LLC | History | No change | 8,249 | 1,999 | 0.12% | 0.12% | 695 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 8,214 | 1,991 | 0.1% | 0.1% | 696 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MYECFO, LLC | History | No change | 8,215 | 1,991 | 0.75% | 0.75% | 697 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 8,200 | 1,987 | 0.13% | 0.13% | 698 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFC Advisors LLC | History | No change | 8,123 | 1,969 | 0.25% | 0.25% | 699 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | No change | 8,116 | 1,967 | 0.04% | 0.04% | 700 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 8,038 | 1,948 | 0.05% | 0.05% | 701 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Investment Management, LLC | History | No change | 8,029 | 1,946 | 0.04% | 0.04% | 702 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Great Waters Wealth Management | History | Reduced | 7,848 | 1,945 | 0.17% | 0.18% | 703 | -10 | -0.13% | Q3 2026 | Oct 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 8,026 | 1,945 | 1.24% | 1.24% | 704 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 8,000 | 1,939 | 0.17% | 0.17% | 705 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 7,953 | 1,928 | 0.2% | 0.2% | 706 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 7,919 | 1,919 | 0.12% | 0.12% | 707 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PKS Advisory Services, LLC | History | No change | 7,832 | 1,898 | 0.3% | 0.3% | 708 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 7,818 | 1,895 | 1.16% | 1.16% | 709 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 7,634 | 1,892 | 1.08% | 1.1% | 710 | -170 | -2.18% | Q3 2026 | Oct 08, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 7,772 | 1,884 | 1.71% | 1.71% | 711 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Balboa Wealth Partners | History | No change | 7,746 | 1,877 | 0.26% | 0.26% | 712 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 7,738 | 1,875 | 0.83% | 0.83% | 713 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 7,721 | 1,871 | 0.02% | 0.02% | 714 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 7,719 | 1,871 | 0.14% | 0.14% | 715 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 7,692 | 1,864 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 7,454 | 1,861 | 0.03% | 0.03% | 717 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 7,454 | 1,861 | 0.03% | 0.03% | 718 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | No change | 7,298 | 1,837 | 0.98% | 0.98% | 719 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Security Financial Services, INC. | History | No change | 7,566 | 1,834 | 0.25% | 0.25% | 720 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 7,528 | 1,825 | 0.58% | 0.58% | 721 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key FInancial Inc | History | No change | 7,512 | 1,821 | 0.3% | 0.3% | 722 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 7,509 | 1,820 | 0.03% | 0.03% | 723 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 7,476 | 1,812 | 0.16% | 0.16% | 724 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 7,455 | 1,807 | 0.15% | 0.15% | 725 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 7,444 | 1,804 | 0.14% | 0.14% | 726 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maxele Advisors, LLC | History | No change | 7,430 | 1,801 | 1.26% | 1.26% | 727 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 7,398 | 1,793 | 0.02% | 0.02% | 728 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jordan Park Group LLC | History | No change | 7,355 | 1,783 | 0.09% | 0.09% | 729 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clifford Group, LLC | History | No change | 7,358 | 1,783 | 1.23% | 1.23% | 730 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breachway Investments LLC | History | No change | 7,336 | 1,778 | 2.68% | 2.68% | 731 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 7,276 | 1,769 | 0.12% | 0.12% | 732 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,294 | 1,768 | 0.02% | 0.02% | 733 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Advisors, LLC | History | No change | 7,257 | 1,759 | 0.16% | 0.16% | 734 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 7,236 | 1,754 | 0.67% | 0.67% | 735 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vulcan Value Partners, LLC | History | No change | 7,011 | 1,748 | 0.05% | 0.05% | 736 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 7,019 | 1,740 | 0.39% | 0.4% | 737 | -214 | -2.96% | Q3 2026 | Oct 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 7,168 | 1,737 | 0.02% | 0.02% | 738 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | No change | 7,154 | 1,734 | 3.7% | 3.7% | 739 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisor OS, LLC | History | No change | 7,149 | 1,733 | 0.12% | 0.12% | 740 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREENLEAF TRUST | History | No change | 7,127 | 1,727 | 0.02% | 0.02% | 741 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Enclave Advisors LLC | History | No change | 7,096 | 1,720 | 0.22% | 0.22% | 742 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Opus Capital Group, LLC | History | No change | 7,092 | 1,719 | 0.17% | 0.17% | 743 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DV Trading LLC | History | No change | 7,029 | 1,704 | 0.06% | 0.06% | 744 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, LLC | History | No change | 6,996 | 1,696 | 0.26% | 0.26% | 745 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 6,983 | 1,692 | 0.22% | 0.22% | 746 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Wealth Management, LLC | History | No change | 6,964 | 1,688 | 0.86% | 0.86% | 747 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Greenspring Advisors, LLC | History | No change | 6,929 | 1,679 | 0.09% | 0.09% | 748 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 6,917 | 1,676 | 0.28% | 0.28% | 749 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 6,901 | 1,673 | 0.59% | 0.59% | 750 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 6,840 | 1,658 | 0.15% | 0.15% | 751 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keystone Wealth Services, LLC | History | No change | 6,836 | 1,657 | 0.31% | 0.31% | 752 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BHK Investment Advisors, LLC | History | No change | 6,806 | 1,649 | 0.49% | 0.49% | 753 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisors, LLC | History | No change | 6,783 | 1,644 | 0.02% | 0.02% | 754 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 6,771 | 1,641 | 0.21% | 0.21% | 755 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Garde Capital, Inc. | History | No change | 6,771 | 1,641 | 0.07% | 0.07% | 756 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 6,514 | 1,640 | 0.33% | 0.33% | 757 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Texas Bank & Trust Co | History | No change | 6,768 | 1,640 | 0.54% | 0.54% | 758 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| American Financial Advisors, LLC | History | No change | 6,752 | 1,636 | 0.2% | 0.2% | 759 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 6,728 | 1,631 | 0.31% | 0.31% | 760 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Bensler, LLC | History | No change | 6,712 | 1,627 | 0.14% | 0.14% | 761 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Northstar Group, Inc. | History | No change | 6,697 | 1,623 | 0.21% | 0.21% | 762 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Dedication, LLC | History | No change | 6,689 | 1,621 | 0.1% | 0.1% | 763 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| National Philanthropic Trust | History | No change | 6,690 | 1,621 | 0.02% | 0.02% | 764 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 6,671 | 1,617 | 0.09% | 0.09% | 765 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 6,654 | 1,613 | 0.12% | 0.12% | 766 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Tannin Capital LLC | History | No change | 6,629 | 1,607 | 1.06% | 1.06% | 767 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cooke Wealth Management, LLC | History | No change | 6,628 | 1,606 | 1.32% | 1.32% | 768 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GAINLINE FINANCIAL PARTNERS, LLC | History | No change | 6,585 | 1,596 | 1.49% | 1.49% | 769 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 6,437 | 1,595 | 0.23% | 0.23% | 770 | -179 | -2.71% | Q3 2026 | Oct 08, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 6,578 | 1,594 | 0.04% | 0.04% | 771 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 6,550 | 1,587 | 0.03% | 0.03% | 772 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 6,537 | 1,584 | 0.07% | 0.07% | 773 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 6,527 | 1,582 | 0.03% | 0.03% | 774 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cooper Financial Group | History | Reduced | 6,357 | 1,575 | 0.13% | 0.13% | 775 | -50 | -0.78% | Q3 2026 | Oct 07, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 6,117 | 1,575 | 0.63% | 0.63% | 776 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 6,480 | 1,570 | 0.22% | 0.22% | 777 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 6,460 | 1,566 | 0.66% | 0.66% | 778 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Providence First Trust Co | History | No change | 6,439 | 1,561 | 0.44% | 0.44% | 779 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BAILARD, INC. | History | No change | 6,425 | 1,557 | 0.03% | 0.03% | 780 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Colonial Trust Co / SC | History | No change | 6,391 | 1,549 | 0.2% | 0.2% | 781 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 6,240 | 1,546 | 0.54% | 0.54% | 782 | -192 | -2.99% | Q3 2026 | Oct 08, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 6,370 | 1,544 | 0.3% | 0.3% | 783 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | No change | 6,365 | 1,543 | 0.05% | 0.05% | 784 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 6,357 | 1,541 | 0.04% | 0.04% | 785 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verum Partners LLC | History | No change | 6,355 | 1,540 | 0.23% | 0.23% | 786 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 6,349 | 1,539 | 0.02% | 0.02% | 787 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thrive Wealth Management, LLC | History | No change | 6,322 | 1,532 | 0.19% | 0.19% | 788 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tranquility Partners, LLC | History | No change | 6,288 | 1,524 | 0.52% | 0.52% | 789 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | No change | 6,265 | 1,518 | 0.12% | 0.12% | 790 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 6,259 | 1,517 | 0.07% | 0.07% | 791 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| High Probability Advisors, LLC | History | No change | 6,221 | 1,508 | 0.16% | 0.16% | 792 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 6,205 | 1,504 | 0.15% | 0.15% | 793 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MONECO ADVISORS, LLC | History | No change | 6,204 | 1,503 | 0.09% | 0.09% | 794 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orgel Wealth Management, LLC | History | No change | 6,183 | 1,498 | 0.03% | 0.03% | 795 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 6,167 | 1,495 | 0.09% | 0.09% | 796 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 6,107 | 1,480 | 0.24% | 0.24% | 797 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| F/m Investments LLC | History | No change | 6,098 | 1,478 | 0.08% | 0.08% | 798 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 6,085 | 1,475 | 0.08% | 0.08% | 799 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TFO Wealth Partners, LLC | History | No change | 6,081 | 1,474 | 0.16% | 0.16% | 800 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 6,082 | 1,474 | 0.03% | 0.03% | 801 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Seneca Financial Advisors LLC | History | No change | 6,077 | 1,473 | 0.38% | 0.38% | 802 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 6,070 | 1,471 | 0.33% | 0.33% | 803 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 6,054 | 1,467 | 0.07% | 0.07% | 804 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 6,045 | 1,465 | 0.05% | 0.05% | 805 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Warwick Investment Management, Inc. | History | No change | 6,039 | 1,464 | 0.16% | 0.16% | 806 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 6,030 | 1,461 | 0.42% | 0.42% | 807 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meridian Wealth Management, LLC | History | No change | 6,031 | 1,459 | 0.04% | 0.04% | 808 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 5,999 | 1,454 | 0.08% | 0.08% | 809 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trust Co of the South | History | No change | 6,000 | 1,454 | 0.2% | 0.2% | 810 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Certified Advisory Corp | History | No change | 5,988 | 1,451 | 0.12% | 0.12% | 811 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 5,987 | 1,451 | 0.11% | 0.11% | 812 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bogart Wealth, LLC | History | No change | 5,983 | 1,450 | 0.05% | 0.05% | 813 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,968 | 1,446 | 0.03% | 0.03% | 814 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,967 | 1,446 | 0.09% | 0.09% | 815 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 5,906 | 1,431 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 5,895 | 1,429 | 0.01% | 0.01% | 817 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 5,675 | 1,429 | 0.34% | 0.34% | 818 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VeraBank, N.A. | History | No change | 5,884 | 1,426 | 0.24% | 0.24% | 819 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mascoma Wealth Management LLC | History | No change | 5,880 | 1,425 | 0.26% | 0.26% | 820 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Erste Asset Management GmbH | History | No change | 5,870 | 1,424 | 0.01% | 0.01% | 821 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Advantage, Inc. | History | No change | 5,850 | 1,418 | 0.17% | 0.17% | 822 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 5,821 | 1,411 | 0.43% | 0.43% | 823 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dakota Wealth Management | History | No change | 5,813 | 1,409 | 0.03% | 0.03% | 824 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Choate Investment Advisors | History | No change | 5,786 | 1,402 | 0.02% | 0.02% | 825 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 5,785 | 1,402 | 0.18% | 0.18% | 826 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mount Lucas Management LP | History | No change | 5,771 | 1,399 | 0.5% | 0.5% | 827 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ellevest, Inc. | History | No change | 6,000 | 1,399 | 0.16% | 0.16% | 828 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCentric Advisors LLC | History | No change | 5,771 | 1,399 | 1.19% | 1.19% | 829 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Thomasville National Bank | History | No change | 5,761 | 1,396 | 0.08% | 0.08% | 830 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Proficio Capital Partners LLC | History | No change | 5,761 | 1,396 | 0.05% | 0.05% | 831 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walsh & Associates, LLC | History | No change | 5,702 | 1,382 | 1.13% | 1.13% | 832 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 5,696 | 1,380 | 0.15% | 0.15% | 833 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sendero Wealth Management, LLC | History | No change | 5,693 | 1,380 | 0.14% | 0.14% | 834 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 5,693 | 1,380 | 0.92% | 0.92% | 835 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LRI Investments, LLC | History | No change | 5,673 | 1,375 | 0.11% | 0.11% | 836 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Apollon Financial, LLC | History | No change | 5,669 | 1,374 | 0.16% | 0.16% | 837 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 5,670 | 1,374 | 0.61% | 0.61% | 838 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 5,633 | 1,365 | 0.07% | 0.07% | 839 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JSF Financial, LLC | History | No change | 5,608 | 1,359 | 0.21% | 0.21% | 840 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 5,599 | 1,357 | 0.15% | 0.15% | 841 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fort Point Capital Partners LLC | History | No change | 5,580 | 1,352 | 0.09% | 0.09% | 842 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alamar Capital Management, LLC | History | No change | 5,579 | 1,352 | 0.68% | 0.68% | 843 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investment Advisory Group, LLC | History | No change | 5,573 | 1,350 | 0.29% | 0.29% | 844 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elyxium Wealth, LLC | History | No change | 5,541 | 1,343 | 0.14% | 0.14% | 845 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management LLC | History | No change | 5,525 | 1,339 | 0.04% | 0.04% | 846 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| McAdam, LLC | History | No change | 5,512 | 1,336 | 0.05% | 0.05% | 847 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CRA Financial Services, LLC | History | No change | 5,514 | 1,336 | 0.15% | 0.15% | 848 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BCI SECURITIES, INC. | History | No change | 5,471 | 1,326 | 11.43% | 11.43% | 849 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 5,469 | 1,325 | 0.12% | 0.12% | 850 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jacobi Capital Management LLC | History | No change | 5,430 | 1,316 | 0.06% | 0.06% | 851 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,427 | 1,315 | 0.02% | 0.02% | 852 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,411 | 1,311 | 0.02% | 0.02% | 853 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 5,402 | 1,309 | 0.91% | 0.91% | 854 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vawter Financial, Ltd. | History | No change | 5,399 | 1,308 | 0.49% | 0.49% | 855 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 5,396 | 1,308 | 0.26% | 0.26% | 856 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Zhang Financial LLC | History | No change | 5,366 | 1,300 | 0.04% | 0.04% | 857 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ADIRONDACK TRUST CO | History | No change | 5,362 | 1,299 | 0.39% | 0.39% | 858 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 5,358 | 1,298 | 0.05% | 0.05% | 859 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 5,350 | 1,297 | 0.49% | 0.49% | 860 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Alteri Wealth LLC | History | No change | 5,338 | 1,294 | 0.36% | 0.36% | 861 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 5,336 | 1,293 | 0.06% | 0.06% | 862 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JP Wealth Management, Inc. | History | No change | 5,216 | 1,293 | 0.82% | 0.8% | 863 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Parisi Gray Wealth Management | History | No change | 5,333 | 1,292 | 0.27% | 0.27% | 864 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 5,328 | 1,291 | 0.41% | 0.41% | 865 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 5,314 | 1,288 | 0.26% | 0.26% | 866 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 5,304 | 1,285 | 0.05% | 0.05% | 867 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fortitude Family Office, LLC | History | No change | 5,300 | 1,284 | 0.25% | 0.25% | 868 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sigma Planning Corp | History | No change | 5,258 | 1,274 | 0.03% | 0.03% | 869 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| YANKCOM Partnership | History | No change | 5,258 | 1,274 | 0.46% | 0.46% | 870 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investmark Advisory Group LLC | History | No change | 5,236 | 1,269 | 0.48% | 0.48% | 871 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 5,216 | 1,264 | 0.52% | 0.52% | 872 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sharkey, Howes & Javer | History | No change | 5,196 | 1,259 | 0.15% | 0.15% | 873 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 5,193 | 1,259 | 0.16% | 0.16% | 874 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,159 | 1,258 | 0.08% | 0.08% | 875 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 5,183 | 1,256 | 0.1% | 0.1% | 876 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 5,180 | 1,255 | 0.01% | 0.01% | 877 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bonfire Financial | History | No change | 5,172 | 1,253 | 0.81% | 0.81% | 878 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| R.H. Investment Group, LLC | History | No change | 5,162 | 1,251 | 0.94% | 0.94% | 879 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 5,148 | 1,248 | 0.0% | 0.0% | 880 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Financial Group, LLC | History | No change | 5,145 | 1,247 | 0.39% | 0.39% | 881 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| CITY HOLDING CO | History | No change | 5,120 | 1,241 | 0.14% | 0.14% | 882 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,123 | 1,241 | 0.01% | 0.01% | 883 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wedmont Private Capital | History | Reduced | 4,906 | 1,236 | 0.03% | 0.04% | 884 | -599 | -10.88% | Q3 2026 | Oct 09, 2026 |
| BSW Wealth Partners | History | No change | 5,098 | 1,235 | 0.14% | 0.14% | 885 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 5,085 | 1,232 | 0.29% | 0.29% | 886 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tassel Capital Management, Inc. | History | No change | 5,072 | 1,229 | 0.58% | 0.58% | 887 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WESBANCO BANK INC | History | No change | 5,051 | 1,224 | 0.03% | 0.03% | 888 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| S&CO INC | History | No change | 5,050 | 1,224 | 0.07% | 0.07% | 889 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Curi Capital, LLC | History | No change | 5,031 | 1,219 | 0.02% | 0.02% | 890 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 5,022 | 1,217 | 0.03% | 0.03% | 891 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chesley Taft & Associates LLC | History | No change | 5,006 | 1,213 | 0.05% | 0.05% | 892 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rodgers & Associates, LTD | History | No change | 4,963 | 1,203 | 0.11% | 0.11% | 893 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sidoxia Capital Management, LLC | History | No change | 4,964 | 1,203 | 0.88% | 0.88% | 894 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smead Capital Management, Inc. | History | No change | 4,956 | 1,201 | 0.03% | 0.03% | 895 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 4,925 | 1,193 | 0.02% | 0.02% | 896 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bison Wealth, LLC | History | No change | 4,822 | 1,192 | 0.11% | 0.11% | 897 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 4,903 | 1,188 | 0.07% | 0.07% | 898 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | No change | 4,663 | 1,185 | 0.06% | 0.06% | 899 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 4,892 | 1,185 | 0.3% | 0.3% | 900 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nvest Financial, LLC | History | No change | 4,867 | 1,179 | 0.37% | 0.37% | 901 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighPoint Advisor Group LLC | History | No change | 4,839 | 1,173 | 0.04% | 0.04% | 902 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 4,826 | 1,169 | 0.02% | 0.02% | 903 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 4,809 | 1,166 | 0.15% | 0.15% | 904 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Symmetry Partners, LLC | History | No change | 4,802 | 1,164 | 0.06% | 0.06% | 905 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Accurate Wealth Management, LLC | History | No change | 4,719 | 1,164 | 0.11% | 0.11% | 906 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Warner Group LLC | History | No change | 4,788 | 1,160 | 0.29% | 0.29% | 907 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Robinson Value Management, Ltd. | History | No change | 4,779 | 1,158 | 0.62% | 0.62% | 908 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 4,764 | 1,156 | 0.02% | 0.02% | 909 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 4,769 | 1,156 | 0.18% | 0.18% | 910 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspen Grove Capital, LLC | History | No change | 4,730 | 1,146 | 0.17% | 0.17% | 911 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 4,727 | 1,145 | 0.28% | 0.28% | 912 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aegis Wealth Management LLC | History | No change | 4,699 | 1,139 | 0.54% | 0.54% | 913 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cascade Financial Partners, LLC | History | No change | 4,686 | 1,136 | 0.1% | 0.1% | 914 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 4,661 | 1,129 | 0.01% | 0.01% | 915 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ES4, LLC | History | No change | 4,654 | 1,128 | 0.59% | 0.59% | 916 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 4,632 | 1,122 | 0.64% | 0.64% | 917 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RiverFront Investment Group, LLC | History | No change | 4,608 | 1,117 | 0.01% | 0.01% | 918 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 4,596 | 1,115 | 0.3% | 0.3% | 919 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MBL Wealth, LLC | History | No change | 4,594 | 1,113 | 0.08% | 0.08% | 920 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,581 | 1,110 | 0.02% | 0.02% | 921 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOR Wealth Management, LLC | History | No change | 4,550 | 1,103 | 0.44% | 0.44% | 922 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | No change | 4,548 | 1,102 | 0.04% | 0.04% | 923 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Woodside Wealth Management LLC | History | No change | 4,535 | 1,099 | 0.77% | 0.77% | 924 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Bank & Trust | History | No change | 4,521 | 1,096 | 0.16% | 0.16% | 925 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 4,502 | 1,091 | 0.16% | 0.16% | 926 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 4,477 | 1,085 | 0.12% | 0.12% | 927 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELCH & FORBES LLC | History | No change | 4,470 | 1,083 | 0.01% | 0.01% | 928 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Guidance Point Advisors, LLC | History | No change | 4,459 | 1,082 | 0.23% | 0.23% | 929 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 4,457 | 1,080 | 0.36% | 0.36% | 930 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 4,433 | 1,074 | 0.22% | 0.22% | 931 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 4,422 | 1,072 | 0.15% | 0.15% | 932 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quadrature Capital Ltd | History | No change | 4,419 | 1,071 | 0.01% | 0.01% | 933 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Curran Financial Partners, LLC | History | No change | 4,413 | 1,069 | 0.16% | 0.16% | 934 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 4,410 | 1,069 | 0.29% | 0.29% | 935 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | No change | 4,381 | 1,062 | 0.51% | 0.51% | 936 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisors Capital Management, LLC | History | No change | 4,376 | 1,060 | 0.01% | 0.01% | 937 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 4,371 | 1,059 | 0.37% | 0.37% | 938 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VANGUARD ADVISERS INC | History | No change | 4,359 | 1,056 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Place Capital Corp | History | No change | 4,351 | 1,054 | 0.17% | 0.17% | 940 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | No change | 4,165 | 1,049 | 0.08% | 0.08% | 941 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 4,320 | 1,047 | 0.04% | 0.04% | 942 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Barnett & Company, Inc. | History | No change | 4,311 | 1,045 | 0.77% | 0.77% | 943 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PGIM Custom Harvest LLC | History | No change | 4,314 | 1,045 | 0.01% | 0.01% | 944 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annex Advisory Services, LLC | History | No change | 4,302 | 1,042 | 0.02% | 0.02% | 945 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 4,302 | 1,042 | 0.57% | 0.57% | 946 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Embree Financial Group | History | No change | 4,273 | 1,035 | 0.1% | 0.1% | 947 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Veracity Capital LLC | History | Reduced | 4,175 | 1,034 | 0.28% | 0.28% | 948 | -111 | -2.59% | Q3 2026 | Oct 08, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 4,257 | 1,032 | 0.08% | 0.08% | 949 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 4,246 | 1,029 | 0.49% | 0.49% | 950 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,236 | 1,027 | 0.0% | 0.0% | 951 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 4,235 | 1,026 | 0.03% | 0.03% | 952 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,214 | 1,021 | 0.05% | 0.05% | 953 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Patten Group, Inc. | History | No change | 4,209 | 1,020 | 0.16% | 0.16% | 954 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 4,183 | 1,014 | 0.05% | 0.05% | 955 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 4,166 | 1,010 | 0.04% | 0.04% | 956 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Partners in Financial Planning | History | No change | 4,170 | 1,010 | 0.15% | 0.15% | 957 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 4,154 | 1,007 | 0.49% | 0.49% | 958 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 4,138 | 1,003 | 0.11% | 0.11% | 959 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 4,135 | 1,002 | 0.05% | 0.05% | 960 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,134 | 1,002 | 0.01% | 0.01% | 961 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 4,130 | 1,001 | 0.01% | 0.01% | 962 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evergreen Advisors, LLC | History | No change | 4,128 | 1,000 | 0.21% | 0.21% | 963 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,106 | 995 | 0.01% | 0.01% | 964 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Investment Services, Inc. | History | No change | 4,076 | 988 | 0.21% | 0.21% | 965 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Occidental Asset Management, LLC | History | No change | 4,042 | 979 | 0.1% | 0.1% | 966 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MRWM Advisors, LLC | History | No change | 4,037 | 978 | 0.4% | 0.4% | 967 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 4,020 | 974 | 0.13% | 0.13% | 968 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independence Bank of Kentucky | History | No change | 4,021 | 974 | 0.11% | 0.11% | 969 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lutz Financial Services LLC | History | No change | 4,010 | 972 | 0.06% | 0.06% | 970 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 4,003 | 970 | 0.25% | 0.25% | 971 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 4,000 | 969 | 0.04% | 0.04% | 972 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 4,000 | 969 | 0.5% | 0.5% | 973 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bell Bank | History | No change | 3,985 | 966 | 0.04% | 0.04% | 974 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3,978 | 964 | 0.02% | 0.02% | 975 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 3,958 | 959 | 0.09% | 0.09% | 976 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 3,952 | 958 | 0.16% | 0.16% | 977 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Brown Financial Advisory | History | No change | 3,949 | 957 | 0.4% | 0.4% | 978 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilltop Holdings Inc. | History | No change | 3,946 | 956 | 0.07% | 0.07% | 979 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lakewood Asset Management LLC | History | No change | 3,947 | 956 | 0.52% | 0.52% | 980 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 3,941 | 955 | 0.09% | 0.09% | 981 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 3,927 | 951 | 0.71% | 0.71% | 982 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LongView Wealth Management | History | No change | 3,894 | 944 | 0.24% | 0.24% | 983 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 3,806 | 943 | 0.09% | 0.09% | 984 | -575 | -13.12% | Q3 2026 | Oct 07, 2026 |
| Emprise Bank | History | No change | 3,801 | 942 | 0.36% | 0.34% | 985 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Rothschild Wealth LLC | History | No change | 3,885 | 941 | 0.08% | 0.08% | 986 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 3,878 | 940 | 0.73% | 0.73% | 987 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 3,866 | 937 | 0.16% | 0.16% | 988 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROCKLAND TRUST CO | History | Added to | 3,774 | 935 | 0.04% | 0.03% | 989 | +726 | 23.82% | Q3 2026 | Oct 05, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 3,852 | 933 | 0.27% | 0.27% | 990 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 3,851 | 933 | 0.08% | 0.08% | 991 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOWERY THOMAS, LLC | History | No change | 3,851 | 933 | 0.46% | 0.46% | 992 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ABLE Financial Group, LLC | History | No change | 3,842 | 931 | 0.16% | 0.16% | 993 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 3,751 | 929 | 0.19% | 0.19% | 994 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 3,830 | 928 | 0.33% | 0.33% | 995 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 3,828 | 927 | 0.05% | 0.05% | 996 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 3,822 | 926 | 0.44% | 0.44% | 997 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Roxbury Financial LLC | History | Reduced | 3,726 | 923 | 0.71% | 0.72% | 998 | -22 | -0.59% | Q3 2026 | Oct 01, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,805 | 922 | 0.04% | 0.04% | 999 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunpointe, LLC | History | No change | 3,805 | 922 | 0.26% | 0.26% | 1000 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 3,705 | 918 | 0.17% | 0.18% | 1001 | -196 | -5.02% | Q3 2026 | Oct 09, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 3,775 | 915 | 0.54% | 0.54% | 1002 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Live Oak Private Wealth LLC | History | No change | 3,771 | 914 | 0.11% | 0.11% | 1003 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Michels Family Financial, LLC | History | No change | 3,760 | 911 | 0.58% | 0.58% | 1004 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rice Partnership, LLC | History | No change | 3,731 | 904 | 0.11% | 0.11% | 1005 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,703 | 897 | 0.06% | 0.06% | 1006 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Independent Advisor Alliance | History | No change | 3,688 | 894 | 0.02% | 0.02% | 1007 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLR Partners, LLC | History | No change | 3,672 | 890 | 0.41% | 0.41% | 1008 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 3,667 | 888 | 0.02% | 0.02% | 1009 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 3,662 | 887 | 0.1% | 0.1% | 1010 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 3,577 | 886 | 0.07% | 0.07% | 1011 | -10 | -0.28% | Q3 2026 | Oct 05, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 3,658 | 886 | 0.07% | 0.07% | 1012 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 3,428 | 884 | 0.26% | 0.26% | 1013 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Trust | History | No change | 3,635 | 881 | 0.16% | 0.16% | 1014 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 3,631 | 880 | 0.05% | 0.05% | 1015 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WARNER FINANCIAL, INC | History | No change | 3,627 | 879 | 0.26% | 0.26% | 1016 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 3,615 | 876 | 0.74% | 0.74% | 1017 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Archford Capital Strategies, LLC | History | No change | 3,604 | 873 | 0.09% | 0.09% | 1018 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | No change | 3,579 | 867 | 0.18% | 0.18% | 1019 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterfront Wealth Inc. | History | No change | 3,507 | 865 | 0.13% | 0.13% | 1020 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 3,567 | 864 | 0.05% | 0.05% | 1021 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roble, Belko & Company, Inc | History | No change | 3,559 | 863 | 0.09% | 0.09% | 1022 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TMB Capital Partners, LLC | History | No change | 3,552 | 861 | 0.27% | 0.27% | 1023 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 3,550 | 860 | 0.14% | 0.14% | 1024 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 3,549 | 860 | 0.04% | 0.04% | 1025 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XY Planning Network, Inc. | History | No change | 3,544 | 859 | 0.11% | 0.11% | 1026 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 3,540 | 858 | 0.02% | 0.02% | 1027 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | No change | 3,542 | 858 | 0.32% | 0.32% | 1028 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Empire Financial Management Company, LLC | History | No change | 3,537 | 857 | 0.34% | 0.34% | 1029 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 3,539 | 857 | 0.09% | 0.09% | 1030 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 3,532 | 856 | 0.16% | 0.16% | 1031 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 3,524 | 854 | 0.02% | 0.02% | 1032 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MWA Asset Management | History | No change | 3,524 | 854 | 0.39% | 0.39% | 1033 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First County Bank /CT/ | History | No change | 3,521 | 853 | 0.4% | 0.4% | 1034 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 3,515 | 852 | 0.26% | 0.26% | 1035 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 3,491 | 847 | 0.05% | 0.05% | 1036 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 3,475 | 842 | 0.09% | 0.09% | 1037 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 3,473 | 841 | 0.05% | 0.05% | 1038 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 3,464 | 839 | 0.23% | 0.23% | 1039 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Auxano Advisors, LLC | History | No change | 3,442 | 834 | 0.16% | 0.16% | 1040 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HORAN Wealth, LLC | History | No change | 3,436 | 833 | 0.1% | 0.1% | 1041 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| EFG International AG | History | No change | 3,434 | 833 | 0.02% | 0.02% | 1042 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 3,435 | 832 | 0.18% | 0.18% | 1043 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 3,423 | 829 | 0.01% | 0.01% | 1044 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ground Swell Capital, LLC | History | No change | 3,419 | 828 | 0.89% | 0.89% | 1045 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 3,413 | 827 | 0.09% | 0.09% | 1046 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 3,415 | 827 | 0.02% | 0.02% | 1047 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 3,410 | 826 | 0.03% | 0.03% | 1048 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 3,399 | 824 | 0.07% | 0.07% | 1049 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,378 | 818 | 0.0% | 0.0% | 1050 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boyer Financial Services, Inc. | History | No change | 3,315 | 818 | 0.69% | 0.69% | 1051 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 3,370 | 817 | 0.03% | 0.03% | 1052 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 3,367 | 816 | 0.09% | 0.09% | 1053 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BankPlus Trust Department | History | No change | 3,363 | 815 | 0.19% | 0.19% | 1054 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stanich Group LLC | History | No change | 3,355 | 813 | 0.51% | 0.51% | 1055 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stonebrook Private Inc. | History | No change | 3,349 | 811 | 0.15% | 0.15% | 1056 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peck Wealth Management, LLC | History | No change | 3,336 | 808 | 0.68% | 0.68% | 1057 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 3,327 | 806 | 0.15% | 0.15% | 1058 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Global View Capital Management LLC | History | No change | 3,308 | 801 | 0.17% | 0.17% | 1059 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 3,287 | 796 | 0.2% | 0.2% | 1060 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 3,278 | 794 | 0.43% | 0.43% | 1061 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 3,270 | 793 | 0.09% | 0.09% | 1062 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Science Advisors LLC | History | No change | 3,191 | 791 | 0.33% | 0.34% | 1063 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Westmount Partners, LLC | History | No change | 3,261 | 790 | 0.17% | 0.17% | 1064 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 3,186 | 789 | 0.19% | 0.11% | 1065 | +1,537 | 93.21% | Q3 2026 | Oct 07, 2026 |
| Vann Equity Management LLC | History | Added to | 3,186 | 789 | 0.47% | 0.38% | 1066 | +596 | 23.01% | Q3 2026 | Oct 07, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 3,170 | 786 | 0.18% | 0.17% | 1068 | +35 | 1.12% | Q3 2026 | Oct 08, 2026 |
| DAVIS R M INC | History | No change | 3,244 | 786 | 0.01% | 0.01% | 1067 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 3,244 | 786 | 0.58% | 0.58% | 1069 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUST CO OF VERMONT | History | No change | 3,236 | 784 | 0.03% | 0.03% | 1070 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oxbow Advisors, LLC | History | No change | 3,233 | 783 | 0.06% | 0.06% | 1071 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stablepoint Partners, LLC | History | No change | 3,233 | 783 | 0.11% | 0.11% | 1072 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Heartland Bank & Trust Co | History | No change | 3,171 | 768 | 0.16% | 0.16% | 1073 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Day In July LLC | History | No change | 3,166 | 767 | 0.05% | 0.05% | 1074 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 3,162 | 766 | 0.16% | 0.16% | 1075 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Darwin Wealth Management, LLC | History | No change | 3,155 | 765 | 0.21% | 0.21% | 1076 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glassman Wealth Services | History | No change | 3,144 | 762 | 0.09% | 0.09% | 1077 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, LLC | History | No change | 3,139 | 761 | 0.02% | 0.02% | 1078 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Performance Wealth Partners, LLC | History | No change | 3,141 | 761 | 0.02% | 0.02% | 1079 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3,136 | 760 | 0.15% | 0.15% | 1080 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,128 | 758 | 0.02% | 0.02% | 1081 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 3,120 | 756 | 0.54% | 0.54% | 1082 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Skyline Advisors, Inc. | History | No change | 3,116 | 755 | 0.24% | 0.24% | 1083 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Harvest Investment Services, LLC | History | No change | 3,112 | 754 | 0.12% | 0.12% | 1084 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 3,033 | 752 | 0.14% | 0.13% | 1085 | -14 | -0.46% | Q3 2026 | Oct 08, 2026 |
| Targeted Financial Services LLC | History | No change | 3,104 | 752 | 0.55% | 0.55% | 1086 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 3,105 | 752 | 0.45% | 0.45% | 1087 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 3,101 | 751 | 0.23% | 0.23% | 1088 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FinArc Investments, Inc. | History | No change | 3,091 | 749 | 0.68% | 0.68% | 1089 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Insights, Inc. | History | No change | 3,078 | 746 | 0.2% | 0.2% | 1090 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Squarepoint Ops LLC | History | No change | 3,074 | 745 | 0.0% | 0.0% | 1091 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AAF Wealth Management, LLC | History | No change | 3,076 | 745 | 0.27% | 0.27% | 1092 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fiduciary Alliance LLC | History | No change | 3,067 | 743 | 0.05% | 0.05% | 1093 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WBH ADVISORY INC | History | No change | 3,061 | 742 | 0.05% | 0.05% | 1094 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 3,043 | 737 | 0.21% | 0.21% | 1095 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 3,029 | 734 | 0.04% | 0.04% | 1096 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 3,028 | 734 | 0.04% | 0.04% | 1097 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,010 | 729 | 0.03% | 0.03% | 1098 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 3,007 | 728 | 0.04% | 0.04% | 1099 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New Republic Capital, LLC | History | No change | 3,003 | 728 | 0.17% | 0.17% | 1100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tudor Financial Inc. | History | No change | 2,999 | 727 | 0.33% | 0.33% | 1101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lunt Capital Management, Inc. | History | No change | 2,994 | 725 | 0.27% | 0.27% | 1102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Axis Wealth Partners, LLC | History | No change | 2,968 | 719 | 0.35% | 0.35% | 1103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Peak Wealth Management LLC | History | No change | 2,950 | 715 | 0.5% | 0.5% | 1104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 2,947 | 714 | 0.09% | 0.09% | 1105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 2,945 | 713 | 0.07% | 0.07% | 1106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LM Advisors LLC | History | No change | 2,941 | 713 | 0.08% | 0.08% | 1107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 2,930 | 710 | 0.33% | 0.33% | 1108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 2,916 | 706 | 0.15% | 0.15% | 1109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oxler Private Wealth LLC | History | No change | 2,914 | 706 | 0.2% | 0.2% | 1110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 2,915 | 706 | 0.08% | 0.08% | 1111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 2,910 | 705 | 0.04% | 0.04% | 1112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mirador Capital Partners LP | History | Added to | 2,840 | 704 | 0.08% | 0.08% | 1113 | +11 | 0.39% | Q3 2026 | Oct 09, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 2,901 | 703 | 0.07% | 0.07% | 1114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DSG Capital Advisors, LLC | History | No change | 2,854 | 703 | 0.1% | 0.1% | 1115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Platform Technology Partners | History | No change | 2,897 | 702 | 0.11% | 0.11% | 1116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kovack Advisors, Inc. | History | No change | 2,886 | 700 | 0.03% | 0.03% | 1117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hoese & Co LLP | History | No change | 2,887 | 699 | 0.45% | 0.45% | 1118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Betterment LLC | History | No change | 2,880 | 698 | 0.0% | 0.0% | 1119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPINNAKER TRUST | History | No change | 2,879 | 697 | 0.03% | 0.03% | 1120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANCE WEALTH, LLC | History | No change | 2,877 | 697 | 0.16% | 0.16% | 1121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 2,874 | 696 | 0.04% | 0.04% | 1122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Impact Capital Partners LLC | History | No change | 2,875 | 696 | 0.19% | 0.19% | 1123 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 2,874 | 696 | 0.93% | 0.93% | 1124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| APS Management Group, Inc. | History | No change | 2,865 | 694 | 0.53% | 0.53% | 1125 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,858 | 692 | 0.08% | 0.08% | 1126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 2,847 | 690 | 0.02% | 0.02% | 1127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | No change | 2,844 | 689 | 0.0% | 0.0% | 1128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallacher Capital Management LLC | History | No change | 2,845 | 689 | 0.39% | 0.39% | 1129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ignite Planners, LLC | History | No change | 2,830 | 686 | 0.09% | 0.09% | 1130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Essex Bank | History | No change | 2,827 | 685 | 0.15% | 0.15% | 1131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,819 | 683 | 0.15% | 0.15% | 1132 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 2,805 | 679 | 0.09% | 0.09% | 1133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Burton Enright Welch | History | No change | 2,801 | 679 | 0.08% | 0.08% | 1134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Macco Financial Group, Inc. | History | No change | 2,798 | 678 | 0.44% | 0.44% | 1135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advyzon Investment Management, LLC | History | No change | 2,794 | 677 | 0.05% | 0.05% | 1136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snider Financial Group | History | No change | 2,786 | 675 | 0.17% | 0.17% | 1137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 2,781 | 674 | 0.15% | 0.15% | 1138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sterling Capital Management LLC | History | No change | 2,780 | 673 | 0.01% | 0.01% | 1139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 2,763 | 669 | 0.22% | 0.22% | 1140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 2,750 | 666 | 0.23% | 0.23% | 1141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 2,750 | 666 | 0.01% | 0.01% | 1142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 2,745 | 665 | 0.06% | 0.06% | 1143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpine Bank Wealth Management | History | No change | 2,745 | 665 | 0.09% | 0.09% | 1144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | No change | 2,738 | 663 | 0.05% | 0.05% | 1145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hamilton Capital, LLC | History | No change | 2,670 | 661 | 0.04% | 0.03% | 1146 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| AIRE ADVISORS, LLC | History | No change | 2,730 | 661 | 0.11% | 0.11% | 1147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANOVER ADVISORS INC | History | No change | 2,724 | 660 | 0.24% | 0.24% | 1148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Navigation Wealth Management, Inc. | History | No change | 2,721 | 659 | 0.91% | 0.91% | 1149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealthspire Retirement, LLC | History | No change | 2,719 | 659 | 0.04% | 0.04% | 1150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 2,688 | 659 | 0.22% | 0.22% | 1151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 2,713 | 657 | 0.39% | 0.39% | 1152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 2,712 | 657 | 0.11% | 0.11% | 1153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 2,705 | 655 | 0.1% | 0.1% | 1154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 2,675 | 648 | 0.09% | 0.09% | 1155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Soltis Investment Advisors LLC | History | No change | 2,672 | 647 | 0.04% | 0.04% | 1156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROGAN FINANCIAL, INC. | History | No change | 2,667 | 646 | 0.26% | 0.26% | 1157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedarwood Wealth LLC | History | No change | 2,666 | 646 | 0.49% | 0.49% | 1158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MOTCO | History | No change | 2,662 | 645 | 0.06% | 0.06% | 1159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,659 | 644 | 0.03% | 0.03% | 1160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 2,654 | 643 | 0.04% | 0.04% | 1161 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,591 | 642 | 0.02% | 0.02% | 1162 | -40 | -1.52% | Q3 2026 | Oct 08, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 2,647 | 641 | 0.38% | 0.38% | 1163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Facet Wealth, Inc. | History | No change | 2,642 | 640 | 0.01% | 0.01% | 1164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 2,643 | 640 | 0.04% | 0.04% | 1165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Carnegie Investment Counsel | History | No change | 2,638 | 639 | 0.01% | 0.01% | 1166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 2,639 | 639 | 0.04% | 0.04% | 1167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,635 | 638 | 0.03% | 0.03% | 1168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 2,622 | 635 | 0.2% | 0.2% | 1169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 2,621 | 635 | 0.23% | 0.23% | 1170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 2,616 | 634 | 0.27% | 0.27% | 1171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 2,556 | 633 | 0.57% | 0.56% | 1172 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 2,608 | 632 | 0.22% | 0.22% | 1173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empower Advisory Group, LLC | History | No change | 2,604 | 631 | 0.0% | 0.0% | 1174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TigerOak Management, L.L.C. | History | No change | 2,592 | 628 | 0.18% | 0.18% | 1175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rose Capital Advisors LLC | History | No change | 2,594 | 628 | 0.31% | 0.31% | 1176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | No change | 2,576 | 624 | 0.02% | 0.02% | 1177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,573 | 623 | 0.08% | 0.08% | 1178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAIRS & POWER INC | History | No change | 2,562 | 621 | 0.01% | 0.01% | 1179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NCM Capital Management, LLC | History | No change | 2,554 | 619 | 0.19% | 0.19% | 1180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | Added to | 2,491 | 617 | 0.32% | 0.26% | 1183 | +410 | 19.7% | Q3 2026 | Oct 08, 2026 |
| Quantbot Technologies LP | History | No change | 2,546 | 617 | 0.02% | 0.02% | 1181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 2,547 | 617 | 0.09% | 0.09% | 1182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Coastline Trust Co | History | Reduced | 2,487 | 616 | 0.06% | 0.08% | 1184 | -1,147 | -31.56% | Q3 2026 | Oct 01, 2026 |
| Archer Investment Corp | History | No change | 2,527 | 612 | 0.12% | 0.12% | 1185 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,521 | 611 | 0.01% | 0.01% | 1186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 2,462 | 610 | 0.04% | 0.04% | 1187 | +4 | 0.16% | Q3 2026 | Oct 08, 2026 |
| Cypress Capital, LLC | History | No change | 2,520 | 610 | 0.16% | 0.16% | 1188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GGM Financial LLC | History | No change | 2,512 | 609 | 0.23% | 0.23% | 1189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Members Trust Co | History | No change | 2,512 | 608 | 0.02% | 0.02% | 1190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fusion Capital, LLC | History | No change | 2,508 | 608 | 0.14% | 0.14% | 1191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 2,506 | 607 | 0.04% | 0.04% | 1192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Klingman & Associates, LLC | History | No change | 2,504 | 607 | 0.03% | 0.03% | 1193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 2,507 | 607 | 0.11% | 0.11% | 1194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 2,507 | 607 | 0.25% | 0.25% | 1195 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Operose Advisors LLC | History | No change | 2,495 | 604 | 0.12% | 0.12% | 1196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portland Global Advisors LLC | History | No change | 2,490 | 603 | 0.06% | 0.06% | 1197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 2,481 | 601 | 0.29% | 0.29% | 1198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Wealth Partners, LLC | History | No change | 2,475 | 600 | 0.09% | 0.09% | 1199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 2,475 | 599 | 0.05% | 0.05% | 1200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 2,471 | 599 | 0.19% | 0.19% | 1201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,469 | 598 | 0.02% | 0.02% | 1202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Palisade Asset Management, LLC | History | No change | 2,462 | 596 | 0.06% | 0.06% | 1203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 2,450 | 593 | 0.2% | 0.2% | 1204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 2,444 | 592 | 0.2% | 0.2% | 1205 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Alpine Global Management, LLC | History | No change | 2,431 | 589 | 0.1% | 0.1% | 1206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2,370 | 587 | 0.06% | 0.06% | 1207 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Atala Financial Inc | History | No change | 2,424 | 587 | 0.36% | 0.36% | 1208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TritonPoint Partners, LLC | History | No change | 2,398 | 581 | 0.05% | 0.05% | 1209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Strategies CORP | History | No change | 2,395 | 580 | 0.29% | 0.29% | 1210 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 2,319 | 574 | 0.02% | 0.01% | 1211 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 2,360 | 572 | 0.08% | 0.08% | 1212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Austin Asset Management Co Inc | History | No change | 2,361 | 572 | 0.08% | 0.08% | 1213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Oder Investment Management, LLC | History | No change | 2,354 | 570 | 0.38% | 0.38% | 1214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tenzing Financial LLC | History | No change | 2,305 | 569 | 0.39% | 0.39% | 1215 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Old Mission Investment Co LLC | History | No change | 2,332 | 565 | 0.12% | 0.12% | 1216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 2,327 | 564 | 0.12% | 0.12% | 1217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elequin Capital, LP | History | No change | 2,330 | 564 | 0.02% | 0.02% | 1218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HT Partners LLC | History | No change | 2,322 | 562 | 0.16% | 0.16% | 1219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CWA Asset Management Group, LLC | History | No change | 2,315 | 561 | 0.02% | 0.02% | 1220 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ellis Investment Partners, LLC | History | No change | 2,317 | 561 | 0.09% | 0.09% | 1221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aufman Associates Inc | History | No change | 2,310 | 560 | 0.22% | 0.22% | 1222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investment Services, LLC | History | No change | 2,308 | 559 | 0.16% | 0.16% | 1223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 2,304 | 558 | 0.03% | 0.03% | 1224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Decker Wealth Management LLC | History | New | 2,240 | 555 | 0.11% | — | 1225 | +2,240 | New | Q3 2026 | Oct 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 2,275 | 551 | 0.12% | 0.12% | 1226 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,274 | 551 | 0.01% | 0.01% | 1227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 2,276 | 551 | 0.06% | 0.06% | 1228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Black Diamond Financial, LLC | History | No change | 2,272 | 550 | 0.05% | 0.05% | 1229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 2,273 | 550 | 0.11% | 0.11% | 1230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 2,268 | 549 | 0.04% | 0.04% | 1231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 2,264 | 548 | 0.23% | 0.23% | 1232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 2,259 | 547 | 0.13% | 0.13% | 1233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Convergence Financial, LLC | History | No change | 2,255 | 546 | 0.04% | 0.04% | 1234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tortoise Investment Management, LLC | History | No change | 2,251 | 545 | 0.04% | 0.04% | 1235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McNamara Financial Services, Inc. | History | No change | 2,246 | 544 | 0.09% | 0.09% | 1236 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Capital Management, LLC | History | No change | 2,247 | 544 | 0.08% | 0.08% | 1237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 2,240 | 543 | 0.1% | 0.1% | 1238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 2,224 | 539 | 0.05% | 0.05% | 1239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,221 | 538 | 0.04% | 0.04% | 1240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | No change | 2,173 | 538 | 0.05% | 0.05% | 1241 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| WRAPMANAGER INC | History | No change | 2,218 | 537 | 0.17% | 0.17% | 1242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 2,216 | 537 | 0.05% | 0.05% | 1243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 2,214 | 536 | 0.02% | 0.02% | 1244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Truepoint, Inc. | History | No change | 2,208 | 535 | 0.01% | 0.01% | 1245 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clarity Financial LLC | History | No change | 2,209 | 535 | 0.05% | 0.05% | 1246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 2,200 | 533 | 0.08% | 0.08% | 1247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,195 | 532 | 0.08% | 0.08% | 1248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Essential Investment Partners LLC | History | No change | 2,195 | 532 | 0.43% | 0.43% | 1249 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 2,190 | 530 | 0.06% | 0.06% | 1250 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Towercrest Capital Management | History | No change | 2,185 | 529 | 0.07% | 0.07% | 1251 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triad Wealth Partners, LLC | History | No change | 2,084 | 529 | 0.03% | 0.03% | 1252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 2,181 | 528 | 0.03% | 0.03% | 1253 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Triangle Securities Wealth Management | History | No change | 2,176 | 527 | 0.1% | 0.1% | 1254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 2,176 | 527 | 0.05% | 0.05% | 1255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 2,170 | 526 | 0.1% | 0.1% | 1256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 2,168 | 525 | 0.16% | 0.16% | 1257 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 2,163 | 524 | 0.01% | 0.01% | 1258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Perkins Coie Trust Co | History | No change | 2,162 | 524 | 0.09% | 0.09% | 1259 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Inscription Capital, LLC | History | No change | 2,150 | 521 | 0.05% | 0.05% | 1260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gibson Capital, LLC | History | No change | 2,146 | 520 | 0.09% | 0.09% | 1261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | Added to | 2,095 | 519 | 0.05% | 0.03% | 1262 | +564 | 36.84% | Q3 2026 | Oct 09, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 2,137 | 518 | 0.37% | 0.37% | 1263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 2,134 | 517 | 0.04% | 0.04% | 1264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Wealth Partners, LLC | History | No change | 2,130 | 516 | 0.04% | 0.04% | 1265 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GreatBanc Trust CO | History | No change | 2,129 | 516 | 0.32% | 0.32% | 1266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 2,131 | 516 | 0.03% | 0.03% | 1267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 2,131 | 516 | 0.18% | 0.18% | 1268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 2,129 | 516 | 0.07% | 0.07% | 1269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COFG Advisors, LLC | History | No change | 2,132 | 516 | 0.09% | 0.09% | 1270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 2,128 | 515 | 0.04% | 0.04% | 1271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Madison Wealth Partners, Inc | History | No change | 2,128 | 515 | 0.07% | 0.07% | 1272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Group, Inc. | History | No change | 2,120 | 514 | 0.06% | 0.06% | 1273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 2,116 | 512 | 0.02% | 0.02% | 1274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 2,064 | 511 | 0.37% | 0.35% | 1275 | +286 | 16.09% | Q3 2026 | Oct 05, 2026 |
| WILLNER & HELLER, LLC | History | No change | 2,096 | 508 | 0.32% | 0.32% | 1276 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 2,088 | 506 | 0.11% | 0.11% | 1277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 2,029 | 503 | 0.09% | 0.1% | 1278 | +2 | 0.1% | Q3 2026 | Oct 08, 2026 |
| Smith Salley Wealth Management | History | No change | 2,075 | 503 | 0.02% | 0.02% | 1279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Nebraska Trust Co | History | No change | 2,077 | 503 | 0.04% | 0.04% | 1280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Canal Capital Management, LLC | History | No change | 2,071 | 502 | 0.06% | 0.06% | 1281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DDD Partners, LLC | History | No change | 2,072 | 502 | 0.03% | 0.03% | 1282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 2,060 | 499 | 0.02% | 0.02% | 1283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bravias Capital Group, LLC | History | No change | 2,058 | 499 | 0.3% | 0.3% | 1284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Red Door Wealth Management, LLC | History | No change | 2,056 | 498 | 0.05% | 0.05% | 1285 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sonoma Private Wealth LLC | History | No change | 2,051 | 497 | 0.53% | 0.53% | 1286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baring Financial LLC | History | Added to | 2,003 | 496 | 0.27% | 0.27% | 1287 | +7 | 0.35% | Q3 2026 | Oct 07, 2026 |
| Cypress Wealth Services, LLC | History | No change | 2,044 | 495 | 0.06% | 0.06% | 1288 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 2,042 | 495 | 0.05% | 0.05% | 1289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 2,033 | 492 | 0.07% | 0.07% | 1290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 2,029 | 491 | 0.06% | 0.06% | 1291 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Alpha, LLC | History | No change | 2,019 | 489 | 0.01% | 0.01% | 1292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,937 | 489 | 0.06% | 0.06% | 1293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | No change | 2,011 | 487 | 0.01% | 0.01% | 1294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cullen Capital Management, LLC | History | No change | 2,000 | 484 | 0.0% | 0.0% | 1295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Financial Planning Group LLC | History | No change | 2,000 | 484 | 0.25% | 0.25% | 1296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 1,997 | 484 | 0.37% | 0.37% | 1297 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,995 | 483 | 0.02% | 0.02% | 1298 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sargent Investment Group, LLC | History | No change | 1,991 | 482 | 0.06% | 0.06% | 1299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 1,983 | 480 | 0.14% | 0.14% | 1300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 1,979 | 479 | 0.02% | 0.02% | 1301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MSH Capital Advisors LLC | History | No change | 1,977 | 479 | 0.08% | 0.08% | 1302 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gray Private Wealth, LLC | History | No change | 1,970 | 477 | 0.21% | 0.21% | 1303 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 1,970 | 477 | 0.04% | 0.04% | 1304 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 1,931 | 477 | 0.42% | 0.42% | 1305 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 1,964 | 476 | 0.03% | 0.03% | 1306 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 1,963 | 475 | 0.05% | 0.05% | 1307 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LJI Wealth Management, LLC | History | No change | 1,962 | 475 | 0.07% | 0.07% | 1308 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 1,959 | 474 | 0.06% | 0.06% | 1309 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLSTATE CORP | History | No change | 1,954 | 473 | 0.0% | 0.0% | 1310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 1,910 | 473 | 0.29% | 0.28% | 1311 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 1,889 | 468 | 0.04% | 0.03% | 1313 | -9 | -0.47% | Q3 2026 | Oct 08, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,933 | 468 | 0.03% | 0.03% | 1312 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 1,927 | 467 | 0.28% | 0.28% | 1314 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 1,930 | 467 | 0.29% | 0.29% | 1315 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MCF Advisors LLC | History | No change | 1,924 | 466 | 0.02% | 0.02% | 1316 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 1,926 | 466 | 0.39% | 0.39% | 1317 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,914 | 464 | 0.06% | 0.06% | 1318 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PUREfi Wealth, LLC | History | No change | 1,914 | 464 | 0.25% | 0.25% | 1319 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 1,909 | 462 | 0.11% | 0.11% | 1320 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 1,907 | 462 | 0.39% | 0.39% | 1321 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | No change | 1,900 | 460 | 0.01% | 0.01% | 1322 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trexquant Investment LP | History | No change | 1,900 | 460 | 0.0% | 0.0% | 1323 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integris Wealth Management, LLC | History | No change | 1,900 | 460 | 0.09% | 0.09% | 1324 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Plum Street Advisors, LLC | History | No change | 1,899 | 460 | 0.15% | 0.15% | 1325 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASL Financial, LLC | History | No change | 1,900 | 460 | 0.32% | 0.32% | 1326 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,895 | 459 | 0.02% | 0.02% | 1327 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Riverstone Advisors, LLC | History | No change | 1,884 | 456 | 0.19% | 0.19% | 1328 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,879 | 455 | 0.06% | 0.06% | 1329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 1,874 | 454 | 0.01% | 0.01% | 1330 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 1,867 | 452 | 0.16% | 0.16% | 1331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Obermeyer Wealth Partners | History | No change | 1,867 | 452 | 0.02% | 0.02% | 1332 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 1,861 | 451 | 0.42% | 0.42% | 1333 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 1,852 | 449 | 0.05% | 0.05% | 1334 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WASHINGTON TRUST Co | History | No change | 1,852 | 448 | 0.01% | 0.01% | 1335 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 1,850 | 448 | 0.11% | 0.11% | 1336 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 1,851 | 448 | 0.03% | 0.03% | 1337 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arlington Trust Co LLC | History | No change | 1,849 | 448 | 0.04% | 0.04% | 1338 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Selective Wealth Management, Inc. | History | No change | 1,800 | 446 | 0.12% | 0.12% | 1339 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | No change | 1,842 | 446 | 0.05% | 0.05% | 1340 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PACK Private Wealth, LLC | History | No change | 1,842 | 446 | 0.18% | 0.18% | 1341 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 1,837 | 445 | 0.14% | 0.14% | 1342 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 1,827 | 442 | 0.01% | 0.01% | 1343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 1,898 | 442 | 0.04% | 0.04% | 1344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 1,821 | 441 | 0.03% | 0.03% | 1345 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HOWE & RUSLING INC | History | No change | 1,817 | 440 | 0.03% | 0.03% | 1346 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 1,819 | 440 | 0.28% | 0.28% | 1347 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cassia Capital Partners, LLC | History | No change | 1,814 | 439 | 0.21% | 0.21% | 1348 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,765 | 437 | 0.03% | 0.03% | 1351 | +9 | 0.51% | Q3 2026 | Oct 09, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,804 | 437 | 0.0% | 0.0% | 1349 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Capital Group | History | No change | 1,805 | 437 | 0.04% | 0.04% | 1350 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,800 | 436 | 0.12% | 0.12% | 1352 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,797 | 435 | 0.04% | 0.04% | 1353 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WASHINGTON TRUST BANK | History | No change | 1,793 | 434 | 0.03% | 0.03% | 1354 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 1,788 | 433 | 0.03% | 0.03% | 1355 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JB Capital LLC | History | No change | 1,784 | 432 | 0.01% | 0.01% | 1356 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fairway Wealth LLC | History | No change | 1,782 | 432 | 0.1% | 0.1% | 1357 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BAYBAN | History | No change | 1,784 | 432 | 0.33% | 0.33% | 1358 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tailwinds Wealth, LLC | History | No change | 1,776 | 430 | 0.25% | 0.25% | 1359 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 1,772 | 429 | 0.05% | 0.05% | 1360 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bay Capital Advisors, LLC | History | No change | 1,770 | 429 | 0.23% | 0.23% | 1361 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 1,769 | 428 | 0.04% | 0.04% | 1362 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 1,723 | 427 | 0.22% | 0.22% | 1364 | +6 | 0.35% | Q3 2026 | Oct 08, 2026 |
| Matisse Capital | History | No change | 1,765 | 427 | 0.17% | 0.17% | 1363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Navigate Wealth Management, LLC | History | No change | 1,724 | 427 | 0.26% | 0.26% | 1365 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Altus Wealth Management, LLC | History | No change | 1,761 | 426 | 0.16% | 0.16% | 1366 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SVB WEALTH LLC | History | No change | 1,754 | 425 | 0.03% | 0.03% | 1367 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Park Edge Advisors, LLC | History | No change | 1,748 | 423 | 0.09% | 0.09% | 1368 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 1,744 | 422 | 0.18% | 0.18% | 1369 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vantage Point Financial LLC | History | No change | 1,744 | 422 | 0.13% | 0.13% | 1370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Partners, LLC | History | No change | 1,735 | 420 | 0.1% | 0.1% | 1371 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 1,722 | 417 | 0.06% | 0.06% | 1372 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sharper & Granite LLC | History | No change | 1,724 | 417 | 0.13% | 0.13% | 1373 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 1,720 | 416 | 0.04% | 0.04% | 1374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 1,705 | 413 | 0.06% | 0.06% | 1375 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,704 | 413 | 0.08% | 0.08% | 1376 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Forum Private Client Group LLC | History | No change | 1,701 | 412 | 0.12% | 0.12% | 1377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elm Partners Management LLC | History | No change | 1,698 | 411 | 0.01% | 0.01% | 1378 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| LVW Advisors, LLC | History | No change | 1,690 | 409 | 0.04% | 0.04% | 1379 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rathbones Group PLC | History | No change | 1,684 | 408 | 0.0% | 0.0% | 1380 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 1,680 | 407 | 0.03% | 0.03% | 1381 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Alliance Wealth Management Group | History | No change | 1,675 | 406 | 0.08% | 0.08% | 1382 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Team Hewins, LLC | History | No change | 1,678 | 406 | 0.11% | 0.11% | 1383 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 1,676 | 406 | 0.24% | 0.24% | 1384 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 1,671 | 405 | 0.06% | 0.06% | 1385 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 1,669 | 404 | 0.09% | 0.09% | 1386 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,664 | 403 | 0.1% | 0.1% | 1387 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspire Private Capital, LLC | History | No change | 1,660 | 402 | 0.08% | 0.08% | 1388 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 1,658 | 401 | 0.19% | 0.19% | 1389 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,651 | 400 | 0.0% | 0.0% | 1390 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,649 | 399 | 0.1% | 0.1% | 1391 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BCGM Wealth Management, LLC | History | No change | 1,645 | 398 | 0.08% | 0.08% | 1392 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Life Planners | History | No change | 1,643 | 398 | 0.26% | 0.26% | 1393 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 1,639 | 397 | 0.02% | 0.02% | 1394 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Causey Wealth LLC | History | No change | 1,638 | 397 | 0.16% | 0.16% | 1395 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,635 | 396 | 0.0% | 0.0% | 1396 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 1,637 | 396 | 0.03% | 0.03% | 1397 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Csenge Advisory Group | History | No change | 1,635 | 396 | 0.02% | 0.02% | 1398 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elevation Wealth Management LLC | History | No change | 1,636 | 396 | 0.3% | 0.3% | 1399 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 1,630 | 395 | 0.05% | 0.05% | 1400 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Align Financial, LLC | History | No change | 1,626 | 394 | 0.2% | 0.2% | 1401 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 1,624 | 393 | 0.29% | 0.29% | 1402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berkeley, Inc | History | No change | 1,624 | 393 | 0.12% | 0.12% | 1403 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 1,620 | 392 | 0.19% | 0.19% | 1404 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Powerhouse Assets LLC | History | No change | 1,615 | 391 | 0.32% | 0.32% | 1405 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Renasant Bank | History | No change | 1,613 | 391 | 0.25% | 0.25% | 1406 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Capital Management LLC | History | No change | 1,610 | 390 | 0.03% | 0.03% | 1407 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 1,610 | 390 | 0.06% | 0.06% | 1408 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,570 | 389 | 0.11% | 0.11% | 1409 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Aerodigm Wealth, LLC | History | No change | 1,607 | 389 | 0.13% | 0.13% | 1410 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 1,599 | 387 | 0.08% | 0.08% | 1411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Poehling Capital Management, INC. | History | No change | 1,590 | 385 | 0.08% | 0.08% | 1412 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 1,550 | 384 | 0.08% | 0.08% | 1413 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 1,582 | 383 | 0.19% | 0.19% | 1414 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 1,580 | 383 | 0.13% | 0.13% | 1415 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Advisors Network LLC | History | No change | 1,579 | 382 | 0.02% | 0.02% | 1416 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hamilton Wealth, LLC | History | No change | 1,576 | 382 | 0.07% | 0.07% | 1417 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascent Advisors, LLC | History | No change | 1,570 | 382 | 0.44% | 0.44% | 1418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| James J. Burns & Company, LLC | History | No change | 1,570 | 380 | 0.04% | 0.04% | 1419 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 1,564 | 379 | 0.02% | 0.02% | 1420 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ledyard National Bank | History | No change | 1,562 | 378 | 0.03% | 0.03% | 1421 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,562 | 378 | 0.16% | 0.16% | 1422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,559 | 377 | 0.14% | 0.14% | 1423 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 1,553 | 376 | 0.13% | 0.13% | 1424 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 1,554 | 376 | 0.19% | 0.19% | 1425 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Point Windward Advisors Inc. | History | No change | 1,549 | 375 | 0.17% | 0.17% | 1426 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| King Wealth Management Group | History | No change | 1,548 | 375 | 0.04% | 0.04% | 1427 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Balentine LLC | History | No change | 1,546 | 374 | 0.01% | 0.01% | 1428 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Citizens Business Bank | History | No change | 1,545 | 374 | 0.06% | 0.06% | 1429 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ballew Advisors, Inc | History | Reduced | 1,497 | 373 | 0.19% | 0.26% | 1430 | -514 | -25.56% | Q3 2026 | Oct 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 1,535 | 372 | 0.01% | 0.01% | 1431 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JT Stratford LLC | History | No change | 1,534 | 371 | 0.04% | 0.04% | 1432 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Single Point Partners, LLC | History | No change | 1,528 | 370 | 0.07% | 0.07% | 1433 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,522 | 368 | 0.03% | 0.03% | 1434 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farmers National Bank | History | No change | 1,509 | 365 | 0.08% | 0.08% | 1435 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oliver Luxxe Assets LLC | History | No change | 1,507 | 365 | 0.05% | 0.05% | 1436 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Legacy Wealth Management, LLC | History | No change | 1,504 | 364 | 0.02% | 0.02% | 1437 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,500 | 363 | 0.04% | 0.04% | 1438 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| W1M Asset Management Ltd | History | No change | 1,498 | 363 | 0.0% | 0.0% | 1439 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boreal Capital Management LLC | History | No change | 1,500 | 363 | 0.27% | 0.27% | 1440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wharton Business Group, LLC | History | No change | 1,496 | 362 | 0.01% | 0.01% | 1441 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Architects, LLC | History | No change | 1,496 | 362 | 0.03% | 0.03% | 1442 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EWA, LLC | History | No change | 1,497 | 362 | 0.07% | 0.07% | 1443 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,493 | 361 | 0.03% | 0.03% | 1444 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 1,486 | 360 | 0.04% | 0.04% | 1445 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 1,485 | 360 | 0.08% | 0.08% | 1446 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 1,488 | 360 | 0.04% | 0.04% | 1447 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MEMBERS WEALTH LLC | History | No change | 1,487 | 360 | 0.2% | 0.2% | 1448 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LaFleur & Godfrey LLC | History | No change | 1,484 | 359 | 0.04% | 0.04% | 1449 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 1,484 | 359 | 0.02% | 0.02% | 1450 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 1,479 | 358 | 0.02% | 0.02% | 1451 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 1,475 | 357 | 0.01% | 0.01% | 1452 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EdgeRock Capital LLC | History | No change | 1,476 | 357 | 0.08% | 0.08% | 1453 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 1,462 | 354 | 0.07% | 0.07% | 1454 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 1,459 | 353 | 0.16% | 0.16% | 1455 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,453 | 352 | 0.02% | 0.02% | 1456 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mechanics Bank Trust Department | History | No change | 1,448 | 351 | 0.04% | 0.04% | 1457 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Trek Financial, LLC | History | No change | 1,447 | 350 | 0.02% | 0.02% | 1458 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Alternatives, Inc | History | No change | 1,436 | 348 | 0.17% | 0.17% | 1459 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 1,434 | 347 | 0.04% | 0.04% | 1460 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 1,433 | 347 | 0.07% | 0.07% | 1461 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisors, LLC | History | No change | 1,431 | 346 | 0.05% | 0.05% | 1462 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 1,425 | 345 | 0.06% | 0.06% | 1463 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Latitude Advisors, LLC | History | No change | 1,426 | 345 | 0.14% | 0.14% | 1464 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 1,424 | 345 | 0.28% | 0.28% | 1465 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 1,423 | 344 | 0.02% | 0.02% | 1466 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 1,419 | 344 | 0.22% | 0.22% | 1467 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Campion Asset Management | History | No change | 1,419 | 344 | 0.21% | 0.21% | 1468 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 1,420 | 344 | 0.06% | 0.06% | 1469 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sollinda Capital Management LLC | History | No change | 1,423 | 344 | 0.07% | 0.07% | 1470 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 1,417 | 343 | 0.08% | 0.08% | 1471 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthTrust Axiom LLC | History | No change | 1,414 | 342 | 0.08% | 0.08% | 1472 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 1,413 | 342 | 0.1% | 0.1% | 1473 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 1,412 | 342 | 0.19% | 0.19% | 1474 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ATWOOD & PALMER INC | History | Added to | 1,372 | 340 | 0.02% | 0.02% | 1475 | +138 | 11.18% | Q3 2026 | Oct 08, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | No change | 1,406 | 340 | 0.06% | 0.06% | 1476 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,403 | 340 | 0.01% | 0.01% | 1477 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 1,399 | 339 | 0.09% | 0.09% | 1478 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trilogy Capital Inc. | History | No change | 1,396 | 338 | 0.01% | 0.01% | 1479 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,378 | 334 | 0.04% | 0.04% | 1480 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NBT BANK, N.A. | History | No change | 1,375 | 333 | 0.02% | 0.02% | 1481 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Layline Advisors, LLC | History | No change | 1,373 | 332 | 0.3% | 0.3% | 1482 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 1,362 | 332 | 0.04% | 0.04% | 1483 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 1,370 | 332 | 0.11% | 0.11% | 1484 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SACHEM HILL LLC | History | No change | 1,367 | 331 | 0.06% | 0.06% | 1485 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MASECO LLP | History | No change | 1,361 | 329 | 0.01% | 0.01% | 1486 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Simmons Bank | History | No change | 1,353 | 328 | 0.02% | 0.02% | 1487 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Watchman Group, Inc. | History | No change | 1,357 | 328 | 0.07% | 0.07% | 1488 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Management, Inc. | History | No change | 1,348 | 326 | 0.05% | 0.05% | 1489 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 1,527 | 326 | 0.31% | 0.31% | 1490 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keebeck Wealth Management | History | No change | 1,344 | 325 | 0.03% | 0.03% | 1491 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 1,340 | 324 | 0.04% | 0.04% | 1492 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | No change | 1,336 | 323 | 0.05% | 0.05% | 1493 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stephenson & Company, Inc. | History | No change | 1,336 | 323 | 0.15% | 0.15% | 1494 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fermata Advisors, LLC | History | No change | 1,331 | 322 | 0.07% | 0.07% | 1495 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 1,329 | 322 | 0.12% | 0.12% | 1496 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lansing Street Advisors | History | No change | 1,325 | 321 | 0.07% | 0.07% | 1497 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,327 | 321 | 0.27% | 0.27% | 1498 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sicart Associates LLC | History | No change | 1,317 | 319 | 0.08% | 0.08% | 1499 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 1,313 | 318 | 0.03% | 0.03% | 1500 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 1,308 | 317 | 0.09% | 0.09% | 1501 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VESTOR CAPITAL, LLC | History | No change | 5,911 | 316 | 0.02% | 0.02% | 1502 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 1,307 | 316 | 0.11% | 0.11% | 1503 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 1,300 | 315 | 0.02% | 0.02% | 1504 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 1,301 | 315 | 0.12% | 0.12% | 1505 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Foster Group, Inc. | History | No change | 1,296 | 314 | 0.01% | 0.01% | 1506 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 1,297 | 314 | 0.16% | 0.16% | 1507 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clear Trail Advisors, LLC | History | No change | 1,294 | 313 | 0.05% | 0.05% | 1508 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 1,291 | 312 | 0.2% | 0.2% | 1509 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthstar Advisors, LLC | History | No change | 1,286 | 311 | 0.09% | 0.09% | 1510 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MTM Investment Management, LLC | History | No change | 1,281 | 310 | 0.09% | 0.09% | 1511 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arista Wealth Management, LLC | History | No change | 1,279 | 310 | 0.03% | 0.03% | 1512 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| S.A. Mason LLC | History | No change | 1,277 | 309 | 0.09% | 0.09% | 1513 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,269 | 309 | 0.0% | 0.0% | 1514 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Chicago Capital, LLC | History | No change | 1,272 | 308 | 0.01% | 0.01% | 1515 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Capital Management LLC | History | No change | 1,274 | 308 | 0.1% | 0.1% | 1516 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RMR Capital Management, LLC | History | No change | 1,273 | 308 | 0.21% | 0.21% | 1517 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Persium Advisors, LLC | History | No change | 1,246 | 308 | 0.16% | 0.2% | 1518 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| PDS Planning, Inc | History | No change | 1,269 | 307 | 0.02% | 0.02% | 1519 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gemmer Asset Management LLC | History | No change | 1,267 | 307 | 0.02% | 0.02% | 1520 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthfront Advisers LLC | History | No change | 1,269 | 307 | 0.0% | 0.0% | 1521 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| One Wealth Advisors, LLC | History | No change | 1,264 | 306 | 0.03% | 0.03% | 1522 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 1,263 | 306 | 0.08% | 0.08% | 1523 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 1,266 | 306 | 0.12% | 0.12% | 1524 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Crews Bank & Trust | History | No change | 1,259 | 305 | 0.04% | 0.04% | 1525 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 1,258 | 304 | 0.04% | 0.04% | 1526 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,254 | 303 | 0.03% | 0.03% | 1527 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 1,245 | 301 | 0.02% | 0.02% | 1528 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Retirement Solution LLC | History | No change | 1,246 | 301 | 0.06% | 0.06% | 1529 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 1,212 | 300 | 0.02% | 0.01% | 1530 | +750 | 162.34% | Q3 2026 | Oct 05, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 1,239 | 300 | 0.04% | 0.04% | 1531 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CCM INVESTMENT ADVISERS LLC | History | No change | 1,235 | 299 | 0.02% | 0.02% | 1532 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Old North State Trust, LLC | History | No change | 1,232 | 299 | 0.15% | 0.15% | 1533 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,205 | 298 | 0.08% | 0.09% | 1534 | +4 | 0.33% | Q3 2026 | Oct 07, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 1,229 | 297 | 0.06% | 0.06% | 1535 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,221 | 296 | 0.02% | 0.02% | 1536 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABNER HERRMAN & BROCK LLC | History | No change | 1,220 | 296 | 0.03% | 0.03% | 1537 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 1,221 | 296 | 0.21% | 0.21% | 1538 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 1,218 | 295 | 0.1% | 0.1% | 1539 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 1,217 | 295 | 0.21% | 0.21% | 1540 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 1,213 | 294 | 0.0% | 0.0% | 1541 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMONS CAPITAL, LLC | History | No change | 1,214 | 294 | 0.21% | 0.21% | 1542 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NOVEM GROUP | History | No change | 1,217 | 294 | 0.03% | 0.03% | 1543 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 1,211 | 293 | 0.03% | 0.03% | 1544 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Assets Advisory, LLC | History | No change | 1,195 | 292 | 0.06% | 0.06% | 1545 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 1,207 | 292 | 0.11% | 0.11% | 1546 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 1,204 | 291 | 0.04% | 0.04% | 1547 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Addison Capital Co | History | No change | 1,200 | 290 | 0.05% | 0.05% | 1548 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 1,200 | 290 | 0.03% | 0.03% | 1549 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Formidable Asset Management, LLC | History | No change | 1,349 | 288 | 0.05% | 0.05% | 1550 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| First PREMIER Bank | History | No change | 1,169 | 283 | 0.05% | 0.05% | 1551 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ESL Trust Services, LLC | History | No change | 1,171 | 283 | 0.05% | 0.05% | 1552 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SK Wealth Management, LLC | History | No change | 1,093 | 282 | 0.06% | 0.06% | 1553 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 1,166 | 282 | 0.08% | 0.08% | 1554 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 1,319 | 281 | 0.04% | 0.04% | 1555 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Falcon Wealth Planning | History | No change | 1,160 | 281 | 0.02% | 0.02% | 1556 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PECAUT & CO. | History | No change | 1,156 | 280 | 0.09% | 0.09% | 1557 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SP Asset Management LLC | History | No change | 1,159 | 280 | 0.02% | 0.02% | 1558 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alpha Financial Partners LLC | History | No change | 1,158 | 280 | 0.15% | 0.15% | 1559 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curated Wealth Partners LLC | History | No change | 1,150 | 278 | 0.03% | 0.03% | 1560 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 1,303 | 278 | 0.18% | 0.18% | 1561 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 1,146 | 277 | 0.02% | 0.02% | 1562 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 1,135 | 275 | 0.01% | 0.01% | 1563 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elk River Wealth Management LLC | History | No change | 1,135 | 275 | 0.04% | 0.04% | 1564 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 1,136 | 275 | 0.03% | 0.03% | 1565 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Timonier Family Office, LTD. | History | No change | 1,135 | 275 | 0.08% | 0.08% | 1566 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 1,109 | 274 | 0.03% | 0.03% | 1568 | +2 | 0.18% | Q3 2026 | Oct 09, 2026 |
| BANK OF HAWAII | History | No change | 1,132 | 274 | 0.01% | 0.01% | 1567 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | No change | 1,133 | 274 | 0.01% | 0.01% | 1569 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Addison Advisors LLC | History | No change | 1,132 | 274 | 0.13% | 0.13% | 1570 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 1,132 | 274 | 0.07% | 0.07% | 1571 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 1,134 | 274 | 0.15% | 0.15% | 1572 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Englebert Financial Advisers, LLC | History | No change | 1,131 | 274 | 0.27% | 0.27% | 1573 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 1,128 | 273 | 0.08% | 0.08% | 1574 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clayton Financial Group LLC | History | No change | 1,128 | 273 | 0.15% | 0.15% | 1575 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Investment Research Partners LLC | History | No change | 1,114 | 270 | 0.09% | 0.09% | 1576 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tempo Wealth, LLC | History | No change | 1,118 | 270 | 0.04% | 0.04% | 1577 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| QTR Family Wealth, LLC | History | No change | 1,114 | 269 | 0.09% | 0.09% | 1578 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,111 | 269 | 0.21% | 0.21% | 1579 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthquest Corp | History | No change | 1,107 | 268 | 0.02% | 0.02% | 1580 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Meridian Financial Partners LLC | History | No change | 1,087 | 268 | 0.09% | 0.09% | 1581 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 5,840 | 268 | 0.13% | 0.13% | 1582 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRB Wealth Management, LLC | History | No change | 1,109 | 268 | 0.04% | 0.04% | 1583 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 1,103 | 267 | 0.07% | 0.07% | 1584 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Objective Capital Management, LLC | History | No change | 1,104 | 267 | 0.24% | 0.24% | 1585 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First American Bank | History | No change | 1,100 | 266 | 0.01% | 0.01% | 1586 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KilterHowling LLC | History | No change | 1,098 | 266 | 0.12% | 0.12% | 1587 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Advisory Corp | History | No change | 1,097 | 266 | 0.04% | 0.04% | 1588 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| V2 Financial group LLC | History | No change | 1,100 | 266 | 0.1% | 0.1% | 1589 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 1,098 | 266 | 0.22% | 0.22% | 1590 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Pacific Financial | History | No change | 1,096 | 265 | 0.03% | 0.03% | 1591 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dunhill Financial, LLC | History | No change | 1,090 | 264 | 0.05% | 0.05% | 1592 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 1,090 | 264 | 0.05% | 0.05% | 1593 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Asset One Wealth Management LLC | History | No change | 1,071 | 264 | 0.03% | 0.03% | 1594 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone Summit Wealth LLC | History | No change | 1,086 | 263 | 0.07% | 0.07% | 1595 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Roundview Capital LLC | History | No change | 1,082 | 262 | 0.01% | 0.01% | 1596 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farringdon Capital, Ltd. | History | No change | 1,083 | 262 | 0.13% | 0.13% | 1597 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Values Added Financial LLC | History | No change | 1,083 | 262 | 0.09% | 0.09% | 1598 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 1,073 | 260 | 0.05% | 0.05% | 1599 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 1,076 | 260 | 0.09% | 0.09% | 1600 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,070 | 259 | 0.02% | 0.02% | 1601 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 1,070 | 259 | 0.03% | 0.03% | 1602 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 1,070 | 259 | 0.06% | 0.06% | 1603 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 1,069 | 259 | 0.09% | 0.09% | 1604 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 1,063 | 258 | 0.01% | 0.01% | 1605 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 1,065 | 258 | 0.07% | 0.07% | 1606 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 1,067 | 258 | 0.14% | 0.14% | 1607 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 1,066 | 258 | 0.02% | 0.02% | 1608 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pines Wealth Management, LLC | History | No change | 1,065 | 258 | 0.07% | 0.07% | 1609 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 1,065 | 258 | 0.11% | 0.11% | 1610 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wellington Grp LLC | History | No change | 1,066 | 258 | 0.07% | 0.07% | 1611 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Hills Bank & Trust Co | History | No change | 1,060 | 256 | 0.01% | 0.01% | 1612 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 1,057 | 256 | 0.12% | 0.12% | 1613 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 1,055 | 255 | 0.05% | 0.05% | 1614 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 1,052 | 255 | 0.01% | 0.01% | 1615 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CPR Investments Inc. | History | No change | 1,053 | 255 | 0.2% | 0.2% | 1616 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Headland Capital, LLC | History | No change | 1,055 | 255 | 0.06% | 0.06% | 1617 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 1,052 | 255 | 0.12% | 0.12% | 1618 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 1,050 | 254 | 0.04% | 0.04% | 1619 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FORBES J M & CO LLP | History | No change | 1,050 | 254 | 0.02% | 0.02% | 1620 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Inspire Advisors, LLC | History | No change | 1,052 | 254 | 0.02% | 0.02% | 1621 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Financial Advisors, LLC | History | No change | 1,049 | 254 | 0.04% | 0.04% | 1622 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Keystone Financial Group | History | No change | 1,044 | 253 | 0.02% | 0.02% | 1623 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,047 | 253 | 0.09% | 0.09% | 1624 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 1,042 | 252 | 0.05% | 0.05% | 1625 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 1,015 | 251 | 0.06% | 0.05% | 1627 | +128 | 14.43% | Q3 2026 | Oct 07, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 1,039 | 251 | 0.05% | 0.05% | 1626 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Missouri Trust & Investment Co | History | No change | 1,000 | 251 | 0.07% | 0.07% | 1628 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,039 | 251 | 0.14% | 0.14% | 1629 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,037 | 251 | 0.03% | 0.03% | 1630 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 1,033 | 250 | 0.01% | 0.01% | 1631 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,032 | 250 | 0.02% | 0.02% | 1632 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| True Link Financial Advisors, LLC | History | No change | 1,033 | 250 | 0.01% | 0.01% | 1633 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hurley Capital, LLC | History | No change | 1,029 | 249 | 0.13% | 0.13% | 1634 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 1,028 | 249 | 0.04% | 0.04% | 1635 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 1,028 | 249 | 0.08% | 0.08% | 1636 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 1,004 | 248 | 0.03% | 0.03% | 1637 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bluesphere Advisors LLC | History | No change | 1,023 | 248 | 0.08% | 0.08% | 1638 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,023 | 248 | 0.02% | 0.02% | 1639 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 1,024 | 248 | 0.04% | 0.04% | 1640 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,025 | 248 | 0.1% | 0.1% | 1641 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 1,025 | 248 | 0.1% | 0.1% | 1642 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 1,022 | 247 | 0.0% | 0.0% | 1643 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,021 | 247 | 0.01% | 0.01% | 1644 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Bank & Trust | History | No change | 1,022 | 247 | 0.05% | 0.05% | 1645 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tilson Financial Group, Inc. | History | No change | 1,019 | 247 | 0.07% | 0.07% | 1646 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maple Capital Management, Inc. | History | No change | 1,018 | 246 | 0.01% | 0.01% | 1647 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiera Capital Corp | History | No change | 1,016 | 246 | 0.0% | 0.0% | 1648 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 1,015 | 246 | 0.03% | 0.03% | 1649 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crumly & Associates Inc. | History | No change | 992 | 245 | 0.04% | 0.05% | 1650 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CSS LLC/IL | History | No change | 1,007 | 244 | 0.01% | 0.01% | 1651 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 1,009 | 244 | 0.01% | 0.01% | 1652 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Capital Management | History | No change | 1,007 | 244 | 0.11% | 0.11% | 1653 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,003 | 243 | 0.0% | 0.0% | 1654 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Neumann Capital Management, LLC | History | No change | 1,006 | 243 | 0.16% | 0.16% | 1655 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BURNS J W & CO INC/NY | History | No change | 1,000 | 242 | 0.03% | 0.03% | 1656 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First City Capital Management, Inc. | History | No change | 1,000 | 242 | 0.12% | 0.12% | 1657 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hemenway Trust Co LLC | History | No change | 1,000 | 242 | 0.02% | 0.02% | 1658 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 1,000 | 242 | 0.03% | 0.03% | 1659 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Charles Schwab Trust Co | History | No change | 999 | 242 | 0.01% | 0.01% | 1660 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gordian Advisors LLC | History | No change | 1,001 | 242 | 0.14% | 0.14% | 1661 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SACKS & ASSOCIATES, LLC | History | No change | 974 | 241 | 0.17% | 0.17% | 1662 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Lighthouse Financial LLC | History | No change | 994 | 240 | 0.12% | 0.12% | 1663 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 989 | 239 | 0.14% | 0.14% | 1664 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 985 | 238 | 0.14% | 0.14% | 1665 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 979 | 237 | 0.03% | 0.03% | 1666 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Columbia Asset Management | History | No change | 980 | 237 | 0.04% | 0.04% | 1667 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 978 | 237 | 0.13% | 0.13% | 1668 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 1,112 | 237 | 0.13% | 0.13% | 1669 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CONNABLE OFFICE INC | History | No change | 975 | 236 | 0.02% | 0.02% | 1670 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 950 | 235 | 0.13% | 0.12% | 1671 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Valpey Financial Services, LLC | History | No change | 966 | 234 | 0.14% | 0.14% | 1672 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 947 | 234 | 0.12% | 0.12% | 1673 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Capital Investment Management, Inc. | History | No change | 969 | 234 | 0.07% | 0.07% | 1674 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| City State Bank | History | No change | 962 | 233 | 0.05% | 0.05% | 1675 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Valtrion Capital Management, LLC | History | No change | 964 | 233 | 0.17% | 0.17% | 1676 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vision Capital Management, Inc. | History | No change | 958 | 232 | 0.03% | 0.03% | 1677 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 960 | 232 | 0.09% | 0.09% | 1678 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Princeton Global Asset Management LLC | History | No change | 955 | 231 | 0.03% | 0.03% | 1679 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 919 | 231 | 0.03% | 0.03% | 1680 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lantz Financial LLC | History | No change | 949 | 230 | 0.04% | 0.04% | 1681 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 947 | 229 | 0.09% | 0.09% | 1682 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 946 | 229 | 0.06% | 0.06% | 1683 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Manuka Financial, LLC | History | No change | 946 | 229 | 0.12% | 0.12% | 1684 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 938 | 227 | 0.18% | 0.18% | 1685 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial Group, Inc. | History | No change | 933 | 226 | 0.1% | 0.1% | 1686 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 930 | 225 | 0.1% | 0.1% | 1687 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Investment Advisors / MI | History | No change | 927 | 224 | 0.01% | 0.01% | 1688 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Capital Advisors LLC | History | No change | 927 | 224 | 0.04% | 0.04% | 1689 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 901 | 223 | 0.03% | 0.03% | 1690 | +21 | 2.39% | Q3 2026 | Oct 09, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 918 | 222 | 0.01% | 0.01% | 1691 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| First Financial Bank - Trust Division | History | No change | 896 | 222 | 0.02% | 0.02% | 1692 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Granite FO LLC | History | No change | 917 | 222 | 0.12% | 0.12% | 1693 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aviance Capital Partners, LLC | History | No change | 915 | 221 | 0.02% | 0.02% | 1694 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | No change | 913 | 221 | 0.1% | 0.1% | 1695 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FourThought Financial Partners, LLC | History | No change | 912 | 220 | 0.02% | 0.02% | 1696 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 905 | 219 | 0.01% | 0.01% | 1697 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Interchange Capital Partners, LLC | History | No change | 906 | 219 | 0.04% | 0.04% | 1698 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 906 | 219 | 0.07% | 0.07% | 1699 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Daner Wealth Management, LLC | History | No change | 849 | 219 | 0.12% | 0.12% | 1700 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 902 | 218 | 0.09% | 0.09% | 1701 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| West Branch Capital LLC | History | No change | 900 | 218 | 0.05% | 0.05% | 1702 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LifeWealth Investments, LLC | History | No change | 900 | 218 | 0.06% | 0.06% | 1703 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 897 | 217 | 0.1% | 0.1% | 1704 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ARIEL INVESTMENTS, LLC | History | No change | 895 | 216 | 0.0% | 0.0% | 1705 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 888 | 215 | 0.0% | 0.0% | 1706 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provident Investment Management, Inc. | History | No change | 889 | 215 | 0.02% | 0.02% | 1707 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Ion Advisors, LLC | History | No change | 890 | 215 | 0.02% | 0.02% | 1708 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 891 | 215 | 0.12% | 0.12% | 1709 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Carroll Advisory Group, LLC | History | No change | 887 | 215 | 0.07% | 0.07% | 1710 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ADVOCATE GROUP LLC | History | No change | 884 | 214 | 0.03% | 0.03% | 1711 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 885 | 214 | 0.19% | 0.19% | 1712 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 879 | 213 | 0.05% | 0.05% | 1713 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IAG Wealth Partners, LLC | History | No change | 879 | 213 | 0.02% | 0.02% | 1714 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 880 | 213 | 0.03% | 0.03% | 1715 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Weaver Consulting Group | History | No change | 856 | 212 | 0.04% | 0.04% | 1716 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Westover Capital Advisors, LLC | History | No change | 872 | 211 | 0.04% | 0.04% | 1717 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 872 | 211 | 0.02% | 0.02% | 1718 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Inlet Private Wealth, LLC | History | No change | 873 | 211 | 0.05% | 0.05% | 1719 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tull Financial Group, Inc. | History | No change | 872 | 211 | 0.08% | 0.08% | 1720 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 874 | 211 | 0.02% | 0.02% | 1721 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 843 | 209 | 0.06% | 0.05% | 1726 | -2 | -0.24% | Q3 2026 | Oct 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 864 | 209 | 0.01% | 0.01% | 1722 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Francis Financial, Inc. | History | No change | 863 | 209 | 0.03% | 0.03% | 1723 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 866 | 209 | 0.05% | 0.05% | 1724 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Opus Financial Solutions LLC | History | No change | 864 | 209 | 0.17% | 0.17% | 1725 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 863 | 209 | 0.04% | 0.04% | 1727 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCollab, LLC | History | No change | 863 | 209 | 0.08% | 0.08% | 1728 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 862 | 208 | 0.02% | 0.02% | 1729 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intellectus Partners, LLC | History | No change | 859 | 208 | 0.04% | 0.04% | 1730 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 843 | 208 | 0.06% | 0.06% | 1731 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 856 | 207 | 0.01% | 0.01% | 1732 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 855 | 207 | 0.09% | 0.09% | 1733 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Firestone Capital Management | History | No change | 855 | 207 | 0.04% | 0.04% | 1734 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Waterway Wealth Management, LLC | History | No change | 855 | 207 | 0.04% | 0.04% | 1735 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Archer Investment Management, LLC | History | No change | 856 | 207 | 0.07% | 0.07% | 1736 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Aspire Growth Partners LLC | History | No change | 854 | 207 | 0.12% | 0.12% | 1737 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Old Peak Finance LLC | History | No change | 856 | 207 | 0.1% | 0.1% | 1738 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WJ Financial Advisors LLC | History | No change | 856 | 207 | 0.15% | 0.15% | 1739 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 850 | 206 | 0.16% | 0.16% | 1740 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Journey Advisory Group, LLC | History | No change | 852 | 206 | 0.02% | 0.02% | 1741 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MATAURO, LLC | History | No change | 846 | 205 | 0.03% | 0.03% | 1742 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wernau Asset Management Inc. | History | No change | 847 | 205 | 0.11% | 0.11% | 1743 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 842 | 204 | 0.04% | 0.04% | 1744 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 843 | 204 | 0.08% | 0.08% | 1745 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Goldstone Financial Group, LLC | History | No change | 842 | 204 | 0.02% | 0.02% | 1746 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Peak Asset Management, LLC | History | No change | 838 | 203 | 0.03% | 0.03% | 1747 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 836 | 202 | 0.05% | 0.05% | 1748 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 836 | 202 | 0.13% | 0.13% | 1749 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HCR Wealth Advisors | History | No change | 831 | 201 | 0.02% | 0.02% | 1750 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 832 | 201 | 0.06% | 0.06% | 1751 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JMN Financial LLC | History | No change | 830 | 201 | 0.16% | 0.16% | 1752 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Echo45 Advisors LLC | History | New | 807 | 200 | 0.09% | — | 1757 | +807 | New | Q3 2026 | Oct 07, 2026 |
| Seneschal Advisors, LLC | History | No change | 828 | 200 | 0.14% | 0.14% | 1753 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 828 | 200 | 0.11% | 0.11% | 1754 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sulzberger Capital Advisors, Inc. | History | No change | 827 | 200 | 0.2% | 0.2% | 1755 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 826 | 200 | 0.14% | 0.14% | 1756 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NFSG Corp | History | No change | 823 | 199 | 0.02% | 0.02% | 1758 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BKM Wealth Management, LLC | History | No change | 817 | 198 | 0.07% | 0.07% | 1759 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VIMA LLC | History | No change | 799 | 193 | 0.19% | 0.19% | 1760 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TrustBank | History | No change | 800 | 193 | 0.07% | 0.07% | 1761 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advocate Investing Services LLC | History | No change | 800 | 193 | 0.15% | 0.15% | 1762 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Capital Management Investments LLC | History | No change | 794 | 192 | 0.04% | 0.04% | 1763 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Management Group, LLC | History | No change | 788 | 191 | 0.04% | 0.04% | 1764 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 788 | 190 | 0.21% | 0.21% | 1765 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Allied Private Wealth LLC | History | No change | 765 | 187 | 0.12% | 0.12% | 1766 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 771 | 186 | 0.01% | 0.01% | 1767 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 763 | 184 | 0.02% | 0.02% | 1768 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 762 | 184 | 0.07% | 0.07% | 1769 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 755 | 182 | 0.11% | 0.11% | 1770 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 736 | 178 | 0.14% | 0.14% | 1771 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Caldwell Trust Co | History | No change | 735 | 178 | 0.01% | 0.01% | 1772 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNION SAVINGS BANK | History | No change | 708 | 171 | 0.07% | 0.07% | 1773 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SYM FINANCIAL Corp | History | No change | 695 | 168 | 0.01% | 0.01% | 1774 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CoreFirst Bank & Trust | History | No change | 694 | 168 | 0.08% | 0.08% | 1775 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Robinswood Financial LLC | History | No change | 691 | 167 | 0.05% | 0.05% | 1776 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 684 | 165 | 0.12% | 0.12% | 1777 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Forum Finance Group S.A. | History | No change | 835 | 164 | 0.06% | 0.06% | 1778 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacifica Partners Inc. | History | Reduced | 655 | 162 | 0.05% | 0.05% | 1779 | -23 | -3.39% | Q3 2026 | Oct 08, 2026 |
| Collier Financial | History | No change | 668 | 161 | 0.11% | 0.11% | 1780 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 664 | 160 | 0.01% | 0.01% | 1781 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sellwood Investment Partners LLC | History | No change | 660 | 160 | 0.06% | 0.06% | 1782 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 662 | 160 | 0.08% | 0.08% | 1783 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HM PAYSON & CO | History | No change | 658 | 159 | 0.0% | 0.0% | 1784 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| High Point Wealth Management, LLC | History | No change | 659 | 159 | 0.13% | 0.13% | 1785 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 643 | 156 | 0.01% | 0.01% | 1786 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 642 | 155 | 0.03% | 0.03% | 1787 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 634 | 153 | 0.13% | 0.13% | 1788 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 631 | 152 | 0.07% | 0.07% | 1789 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Copia Wealth Management | History | No change | 626 | 151 | 0.09% | 0.09% | 1790 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MilWealth Group LLC | History | No change | 618 | 149 | 0.03% | 0.03% | 1791 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 608 | 147 | 0.06% | 0.06% | 1792 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 600 | 145 | 0.0% | 0.0% | 1793 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Windsor Advisory Group, LLC | History | No change | 586 | 142 | 0.1% | 0.1% | 1794 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 588 | 142 | 0.01% | 0.01% | 1795 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 583 | 141 | 0.06% | 0.06% | 1796 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Palouse Capital Management, Inc. | History | No change | 577 | 139 | 0.09% | 0.09% | 1797 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 560 | 135 | 0.07% | 0.07% | 1798 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| S&T BANK/PA | History | No change | 550 | 133 | 0.04% | 0.04% | 1799 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 549 | 133 | 0.01% | 0.01% | 1800 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 545 | 132 | 0.02% | 0.02% | 1801 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Activest Wealth Management | History | No change | 547 | 132 | 0.03% | 0.03% | 1802 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Register Financial Advisors LLC | History | No change | 527 | 127 | 0.04% | 0.04% | 1803 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 522 | 126 | 0.02% | 0.02% | 1804 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provident Wealth Management, LLC | History | No change | 516 | 125 | 0.03% | 0.03% | 1805 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | New | 486 | 120 | 0.02% | — | 1806 | +486 | New | Q3 2026 | Oct 07, 2026 |
| United Community Bank | History | No change | 492 | 119 | 0.04% | 0.04% | 1807 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 491 | 119 | 0.02% | 0.02% | 1808 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 483 | 117 | 0.05% | 0.05% | 1809 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Key Capital Management, INC | History | No change | 479 | 116 | 0.06% | 0.06% | 1810 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 480 | 116 | 0.04% | 0.04% | 1811 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Counsel, Inc | History | No change | 475 | 115 | 0.01% | 0.01% | 1812 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coston, McIsaac & Partners | History | No change | 470 | 113 | 0.02% | 0.02% | 1813 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 460 | 111 | 0.03% | 0.03% | 1814 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 454 | 110 | 0.08% | 0.08% | 1815 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 450 | 109 | 0.03% | 0.03% | 1816 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Concord Wealth Partners | History | No change | 447 | 108 | 0.01% | 0.01% | 1817 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abound Wealth Management | History | No change | 449 | 108 | 0.02% | 0.02% | 1818 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bernard Wealth Management Corp. | History | No change | 443 | 107 | 0.04% | 0.04% | 1819 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 431 | 104 | 0.02% | 0.02% | 1820 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 424 | 102 | 0.01% | 0.01% | 1821 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 417 | 101 | 0.03% | 0.03% | 1822 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Burk Holdings LLC | History | No change | 418 | 101 | 0.04% | 0.04% | 1823 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Financial Management LLC | History | No change | 415 | 100 | 0.08% | 0.08% | 1824 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Field & Main Bank | History | No change | 400 | 96 | 0.02% | 0.02% | 1825 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 396 | 96 | 0.03% | 0.03% | 1826 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smithfield Trust Co | History | No change | 390 | 95 | 0.0% | 0.0% | 1827 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lavaca Capital LLC | History | No change | 393 | 95 | 0.01% | 0.01% | 1828 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 377 | 93 | 0.05% | 0.05% | 1829 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| IFS Advisors, LLC | History | No change | 383 | 92 | 0.04% | 0.04% | 1830 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SRH ADVISORS, LLC | History | No change | 370 | 89 | 0.02% | 0.02% | 1831 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 370 | 89 | 0.04% | 0.04% | 1832 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 364 | 88 | 0.0% | 0.0% | 1833 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 364 | 88 | 0.05% | 0.05% | 1834 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 344 | 83 | 0.01% | 0.01% | 1835 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hickory Point Bank & Trust | History | Added to | 327 | 81 | 0.05% | 0.04% | 1836 | +27 | 9.0% | Q3 2026 | Oct 01, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 330 | 80 | 0.01% | 0.01% | 1837 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Research Corp | History | No change | 313 | 77 | 0.01% | 0.01% | 1838 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Polaris Financial Partners | History | New | 303 | 76 | 0.03% | — | 1839 | +303 | New | Q3 2026 | Oct 02, 2026 |
| Noble Wealth Management PBC | History | Reduced | 305 | 75 | 0.03% | 0.03% | 1841 | -15 | -4.69% | Q3 2026 | Oct 01, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 304 | 75 | 0.01% | 0.01% | 1840 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Merrithew & Thorsten Inc | History | No change | 306 | 74 | 0.06% | 0.06% | 1842 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CNB Bank | History | No change | 305 | 73 | 0.03% | 0.03% | 1843 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossmore Private Capital | History | No change | 302 | 73 | 0.01% | 0.01% | 1844 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vision Retirement, LLC | History | No change | 304 | 73 | 0.02% | 0.02% | 1845 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LOM Asset Management Ltd | History | No change | 300 | 72 | 0.02% | 0.02% | 1846 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 289 | 71 | 0.01% | 0.01% | 1847 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 293 | 71 | 0.04% | 0.04% | 1848 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | No change | 293 | 71 | 0.07% | 0.07% | 1849 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Piscataqua Savings Bank | History | No change | 290 | 70 | 0.05% | 0.05% | 1850 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Planning Group LLC | History | No change | 282 | 69 | 0.01% | 0.01% | 1851 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Longview Financial Advisors LLC | History | No change | 286 | 69 | 0.03% | 0.03% | 1852 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MRP Capital Investments, LLC | History | No change | 282 | 68 | 0.05% | 0.05% | 1853 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| North Star Investment Management Corp. | History | No change | 269 | 65 | 0.0% | 0.0% | 1854 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 271 | 65 | 0.01% | 0.01% | 1855 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SITTNER & NELSON, LLC | History | No change | 266 | 64 | 0.02% | 0.02% | 1856 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 267 | 64 | 0.03% | 0.03% | 1857 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Providence Capital Advisors, LLC | History | No change | 261 | 63 | 0.01% | 0.01% | 1858 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 256 | 63 | 0.02% | 0.02% | 1859 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitlin John, LLC | History | No change | 260 | 63 | 0.03% | 0.03% | 1860 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 260 | 63 | 0.03% | 0.03% | 1861 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LifeSteps Financial, Inc. | History | No change | 256 | 62 | 0.03% | 0.03% | 1862 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 253 | 61 | 0.01% | 0.01% | 1863 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 244 | 59 | 0.0% | 0.0% | 1864 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | No change | 244 | 59 | 0.01% | 0.01% | 1865 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Synergy Investment Management, LLC | History | No change | 247 | 59 | 0.01% | 0.01% | 1866 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 242 | 58 | 0.01% | 0.01% | 1867 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 243 | 58 | 0.03% | 0.03% | 1868 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Trust Asset Management, LLC | History | No change | 236 | 57 | 0.02% | 0.02% | 1869 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quaker Wealth Management, LLC | History | No change | 233 | 56 | 0.02% | 0.02% | 1870 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 224 | 54 | 0.01% | 0.01% | 1871 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Perspectives, Inc | History | No change | 224 | 54 | 0.01% | 0.01% | 1872 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 217 | 52 | 0.02% | 0.02% | 1873 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 213 | 51 | 0.01% | 0.01% | 1874 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Signature Equity Partners, LLC | History | No change | 207 | 50 | 0.02% | 0.02% | 1875 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 201 | 48 | 0.01% | 0.01% | 1876 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 200 | 48 | 0.02% | 0.02% | 1877 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 200 | 48 | 0.01% | 0.01% | 1878 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 192 | 46 | 0.01% | 0.01% | 1879 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Davis Capital Management | History | No change | 189 | 46 | 0.03% | 0.03% | 1880 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 185 | 44 | 0.02% | 0.02% | 1881 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 183 | 44 | 0.0% | 0.0% | 1882 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RMG Wealth Management LLC | History | No change | 170 | 43 | 0.0% | 0.0% | 1883 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Access Investment Management LLC | History | No change | 180 | 43 | 0.01% | 0.01% | 1884 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Center for Financial Planning, Inc. | History | No change | 176 | 42 | 0.0% | 0.0% | 1885 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOP Private Wealth LLC. | History | No change | 176 | 42 | 0.04% | 0.04% | 1886 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 165 | 39 | 0.0% | 0.0% | 1887 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | No change | 164 | 39 | 0.01% | 0.01% | 1888 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 163 | 39 | 0.01% | 0.01% | 1889 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 164 | 39 | 0.01% | 0.01% | 1890 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 160 | 38 | 0.0% | 0.0% | 1891 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 154 | 37 | 0.03% | 0.03% | 1892 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advantage Trust Co | History | No change | 149 | 36 | 0.01% | 0.01% | 1893 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Holos Integrated Wealth LLC | History | No change | 148 | 36 | 0.02% | 0.02% | 1894 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Heritage Wealth Advisors | History | No change | 146 | 35 | 0.0% | 0.0% | 1895 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 144 | 34 | 0.01% | 0.01% | 1896 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 140 | 33 | 0.02% | 0.02% | 1897 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 135 | 32 | 0.01% | 0.01% | 1898 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Armor Investment Advisors, LLC | History | No change | 135 | 32 | 0.01% | 0.01% | 1899 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 132 | 32 | 0.01% | 0.01% | 1900 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 135 | 32 | 0.01% | 0.01% | 1901 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 129 | 31 | 0.0% | 0.0% | 1902 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 128 | 31 | 0.01% | 0.01% | 1903 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 124 | 30 | 0.01% | 0.01% | 1904 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 126 | 30 | 0.02% | 0.02% | 1905 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 122 | 29 | 0.02% | 0.02% | 1906 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 121 | 29 | 0.02% | 0.02% | 1907 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 119 | 28 | 0.01% | 0.01% | 1908 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Markowski Investments | History | No change | 116 | 28 | 0.01% | 0.01% | 1909 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 112 | 27 | 0.0% | 0.0% | 1910 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 110 | 26 | 0.03% | 0.03% | 1911 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 106 | 25 | 0.01% | 0.01% | 1912 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 105 | 25 | 0.02% | 0.02% | 1913 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kilter Group LLC | History | No change | 104 | 25 | 0.01% | 0.01% | 1914 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Advisors | History | No change | 99 | 24 | 0.0% | 0.0% | 1915 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 24 | 0.0% | 0.0% | 1916 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 100 | 24 | 0.01% | 0.01% | 1917 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| one8zero8, LLC | History | No change | 100 | 24 | 0.0% | 0.0% | 1918 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 100 | 24 | 0.02% | 0.02% | 1919 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 99 | 24 | 0.01% | 0.01% | 1920 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| REXFORD CAPITAL INC | History | No change | 102 | 24 | 0.01% | 0.01% | 1921 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 102 | 24 | 0.04% | 0.04% | 1922 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 95 | 23 | 0.0% | 0.0% | 1923 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 97 | 23 | 0.01% | 0.01% | 1924 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 96 | 23 | 0.04% | 0.04% | 1925 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 91 | 22 | 0.01% | 0.01% | 1926 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gen-Wealth Partners Inc | History | No change | 87 | 21 | 0.01% | 0.01% | 1927 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 85 | 20 | 0.01% | 0.01% | 1928 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Planning Strategies Inc. | History | New | 80 | 19 | 0.01% | — | 1930 | +80 | New | Q3 2026 | Oct 02, 2026 |
| Richardson Capital Management LLC | History | No change | 80 | 19 | 0.01% | 0.01% | 1929 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 72 | 17 | 0.0% | 0.0% | 1931 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evolution Advisers, Inc. | History | No change | 71 | 17 | 0.01% | 0.01% | 1932 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 69 | 16 | 0.0% | 0.0% | 1933 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 66 | 16 | 0.01% | 0.01% | 1934 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 63 | 15 | 0.0% | 0.0% | 1935 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighMark Wealth Management LLC | History | No change | 62 | 15 | 0.01% | 0.01% | 1936 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 60 | 14 | 0.0% | 0.0% | 1937 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 61 | 14 | 0.0% | 0.0% | 1938 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Milestone Investment Advisors LLC | History | No change | 60 | 14 | 0.0% | 0.0% | 1939 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Realta Investment Advisors | History | No change | 54 | 13 | 0.0% | 0.0% | 1940 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Benson Wealth Management INC | History | No change | 56 | 13 | 0.01% | 0.01% | 1941 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Downshift Financial, LLC | History | No change | 55 | 13 | 0.01% | 0.01% | 1942 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intelligent Financial Strategies | History | No change | 50 | 12 | 0.01% | 0.01% | 1943 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nemes Rush Group LLC | History | No change | 51 | 12 | 0.0% | 0.0% | 1944 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 50 | 12 | 0.0% | 0.0% | 1945 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 46 | 11 | 0.0% | 0.0% | 1946 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| High Note Wealth, LLC | History | No change | 47 | 11 | 0.0% | 0.0% | 1947 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bullock Wealth Management Group | History | No change | 46 | 11 | 0.0% | 0.0% | 1948 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Mosley Wealth Management | History | No change | 43 | 10 | 0.0% | 0.0% | 1949 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bravera Wealth | History | No change | 45 | 10 | 0.0% | 0.0% | 1950 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BFSG, LLC | History | No change | 39 | 9 | 0.0% | 0.0% | 1951 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brooklyn FI, LLC | History | No change | 40 | 9 | 0.0% | 0.0% | 1952 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| REAP Financial Group, LLC | History | No change | 41 | 9 | 0.0% | 0.0% | 1953 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BankChampaign, National Association | History | No change | 40 | 9 | 0.01% | 0.01% | 1954 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 36 | 8 | 0.0% | 0.0% | 1955 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 33 | 8 | 0.0% | 0.0% | 1956 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 36 | 8 | 0.0% | 0.0% | 1957 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aventura Private Wealth, LLC | History | No change | 34 | 8 | 0.0% | 0.0% | 1958 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Daytona Street Capital LLC | History | No change | 35 | 8 | 0.01% | 0.01% | 1959 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 35 | 8 | 0.0% | 0.0% | 1960 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Investment Partners, LLC | History | No change | 29 | 7 | 0.0% | 0.0% | 1961 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizons Wealth Management | History | New | 25 | 6 | 0.0% | — | 1967 | +25 | New | Q3 2026 | Oct 05, 2026 |
| Legacy Bridge, LLC | History | No change | 25 | 6 | 0.0% | 0.0% | 1962 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 25 | 6 | 0.0% | 0.0% | 1963 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 27 | 6 | 0.0% | 0.0% | 1964 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 26 | 6 | 0.0% | 0.0% | 1965 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 26 | 6 | 0.0% | 0.0% | 1966 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Horizon Investments, LLC | History | No change | 24 | 5 | 0.0% | 0.0% | 1968 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 21 | 5 | 0.0% | 0.0% | 1969 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 23 | 5 | 0.0% | 0.0% | 1970 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 20 | 4 | 0.0% | 0.0% | 1971 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20 | 4 | 0.0% | 0.0% | 1972 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 1973 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 16 | 3 | 0.0% | 0.0% | 1974 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 16 | 3 | 0.0% | 0.0% | 1975 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairman Group, LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 1976 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 10Elms LLP | History | No change | 14 | 3 | 0.0% | 0.0% | 1977 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1978 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westfuller Advisors, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 1979 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Banque Cantonale Vaudoise | History | No change | 7,179 | 1 | 0.0% | 0.0% | 1980 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Group Advisors, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 1981 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Main Street Group, LTD | History | No change | 8 | 1 | 0.0% | 0.0% | 1982 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 1983 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Asempa Wealth Advisors | History | Closed out | 0 | 0 | — | 1.07% | — | -5,905 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -1,662 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Factor Wealth Management LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -1,123 | -100.0% | Q3 2026 | Oct 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q3 2026 | Oct 05, 2026 |
| ALERUS FINANCIAL NA | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dogwood Wealth Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |