iSHARES TRUST - IWY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,777,201 | 1,388,350 | 4.78% | 4.78% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,635,042 | 1,056,415 | 5.05% | 5.05% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,526,143 | 1,024,749 | 0.21% | 0.21% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 3,425,577 | 995,541 | 14.89% | 14.89% | 4 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,371,795 | 979,910 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,348,860 | 682,625 | 0.15% | 0.15% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,353,744 | 393,425 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 992,209 | 288,355 | 0.3% | 0.3% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 828,066 | 240,652 | 0.3% | 0.3% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 773,855 | 224,897 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 684,496 | 198,928 | 0.93% | 0.93% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 622,017 | 180,894 | 0.21% | 0.21% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boulay Financial Advisors, LLC | History | No change | 617,030 | 179,321 | 16.6% | 16.6% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 593,910 | 172,602 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 560,723 | 162,957 | 2.72% | 2.72% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 453,284 | 131,733 | 13.82% | 13.82% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 443,280 | 128,825 | 0.15% | 0.15% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 424,651 | 123,412 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 410,157 | 119,199 | 0.24% | 0.24% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 402,312 | 116,920 | 0.32% | 0.32% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 399,156 | 116,002 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 382,891 | 111,275 | 0.1% | 0.1% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 360,678 | 104,820 | 2.34% | 2.34% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 352,122 | 102,334 | 0.24% | 0.24% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 310,652 | 90,281 | 0.44% | 0.44% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 296,224 | 86,088 | 27.51% | 27.51% | 26 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SVB WEALTH LLC | History | No change | 294,116 | 85,475 | 5.39% | 5.39% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 270,034 | 78,477 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 255,752 | 74,326 | 3.24% | 3.24% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 246,540 | 71,649 | 2.71% | 2.71% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 239,884 | 69,715 | 0.22% | 0.22% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Portfolio Strategies, Inc. | History | No change | 227,020 | 65,976 | 6.47% | 6.47% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 208,928 | 60,718 | 10.2% | 10.2% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 216,668 | 60,272 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 205,851 | 59,824 | 9.71% | 9.71% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wharton Business Group, LLC | History | No change | 203,184 | 59,049 | 1.97% | 1.97% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 200,440 | 58,252 | 0.79% | 0.79% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 194,546 | 56,538 | 3.34% | 3.34% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingdom Financial Group LLC. | History | No change | 181,309 | 52,692 | 13.46% | 13.46% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 175,672 | 51,077 | 3.39% | 3.39% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 172,484 | 50,127 | 0.15% | 0.15% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 172,371 | 50,094 | 0.77% | 0.77% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 153,748 | 44,682 | 0.49% | 0.49% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 152,777 | 44,399 | 0.2% | 0.2% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONECO ADVISORS, LLC | History | No change | 149,208 | 43,362 | 2.65% | 2.65% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aspire Capital Advisors LLC | History | No change | 144,097 | 41,877 | 8.15% | 8.15% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LifeWealth Investments, LLC | History | No change | 140,725 | 40,897 | 10.93% | 10.93% | 47 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| One Capital Management, LLC | History | No change | 162,986 | 40,557 | 1.13% | 1.13% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProVise Management Group, LLC | History | No change | 137,347 | 39,915 | 2.68% | 2.68% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sterling Capital Management LLC | History | No change | 134,720 | 39,152 | 0.66% | 0.66% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 134,581 | 39,111 | 0.51% | 0.51% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 132,048 | 38,375 | 7.52% | 7.52% | 52 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waverly Advisors, LLC | History | No change | 127,577 | 37,076 | 0.22% | 0.22% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 123,419 | 35,868 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 118,149 | 34,336 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 117,409 | 33,791 | 6.82% | 6.82% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brookstone Capital Management | History | No change | 115,100 | 33,450 | 0.33% | 0.33% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 114,885 | 33,387 | 12.52% | 12.52% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 114,671 | 33,325 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 103,600 | 29,587 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 99,554 | 28,932 | 1.95% | 1.95% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 97,027 | 28,198 | 0.17% | 0.17% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Forum Private Client Group LLC | History | No change | 90,802 | 26,388 | 7.85% | 7.85% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JSF Financial, LLC | History | No change | 90,402 | 26,272 | 4.16% | 4.16% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Performance Wealth Partners, LLC | History | No change | 89,705 | 26,070 | 0.65% | 0.65% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 87,978 | 25,568 | 0.27% | 0.27% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fischer Financial Services, Inc. | History | No change | 85,786 | 24,932 | 6.26% | 6.26% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Research Corp | History | Reduced | 81,409 | 24,008 | 4.22% | 4.25% | 68 | -284 | -0.35% | Q3 2026 | Oct 07, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 80,599 | 23,423 | 2.55% | 2.55% | 69 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 77,729 | 22,589 | 0.34% | 0.34% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 76,279 | 22,168 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Montgomery Financial Services LLC | History | No change | 74,091 | 21,532 | 18.72% | 18.72% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key Capital Management, INC | History | No change | 71,128 | 20,671 | 10.64% | 10.64% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 69,390 | 20,166 | 11.11% | 11.11% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 69,778 | 20,082 | 2.64% | 2.64% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 67,480 | 19,611 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 67,477 | 19,610 | 0.2% | 0.2% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | No change | 65,838 | 19,133 | 0.65% | 0.65% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Certified Advisory Corp | History | No change | 65,757 | 19,110 | 1.54% | 1.54% | 79 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Family Capital Management, Inc. | History | No change | 64,584 | 18,769 | 7.28% | 7.28% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equity Wealth Partners, LLC | History | No change | 64,297 | 18,686 | 6.72% | 6.72% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 60,541 | 17,594 | 5.6% | 5.6% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 59,933 | 17,417 | 0.84% | 0.84% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atwater Malick LLC | History | No change | 59,374 | 17,255 | 3.76% | 3.76% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sculati Wealth Management, LLC | History | No change | 60,965 | 17,036 | 5.68% | 5.68% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 55,322 | 16,097 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | No change | 54,215 | 15,756 | 2.43% | 2.43% | 87 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cosner Financial Group, LLC | History | No change | 53,468 | 15,538 | 7.98% | 7.98% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 51,573 | 14,988 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 50,483 | 14,671 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 49,647 | 14,428 | 5.57% | 5.57% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 49,417 | 14,361 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McAdam, LLC | History | No change | 49,227 | 14,306 | 0.55% | 0.55% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bluesphere Advisors LLC | History | No change | 48,040 | 13,961 | 4.31% | 4.31% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CGC Financial Services, LLC | History | No change | 47,947 | 13,934 | 3.13% | 3.13% | 95 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 45,018 | 13,083 | 0.16% | 0.16% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meridian Financial Partners LLC | History | No change | 43,243 | 12,520 | 4.27% | 4.27% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 43,048 | 12,510 | 0.71% | 0.71% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 42,216 | 12,268 | 3.02% | 3.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 42,197 | 12,217 | 6.18% | 6.18% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 41,456 | 12,047 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argent Trust Co | History | No change | 41,375 | 12,024 | 0.35% | 0.35% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| YANKCOM Partnership | History | No change | 41,218 | 11,975 | 4.3% | 4.3% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IAG Wealth Partners, LLC | History | No change | 40,968 | 11,906 | 1.18% | 1.18% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wellington Grp LLC | History | No change | 40,802 | 11,857 | 3.14% | 3.14% | 105 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Crumly & Associates Inc. | History | Reduced | 40,090 | 11,822 | 2.1% | 2.24% | 106 | -136 | -0.34% | Q3 2026 | Oct 07, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 39,277 | 11,414 | 2.81% | 2.81% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 39,054 | 11,349 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 36,483 | 10,602 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 35,042 | 10,184 | 0.66% | 0.66% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 35,016 | 10,176 | 0.21% | 0.21% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 34,206 | 9,940 | 0.19% | 0.19% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sunrise Financial Services, LLC | History | No change | 33,346 | 9,690 | 5.76% | 5.76% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Family Manage LLC | History | No change | 32,971 | 9,582 | 0.98% | 0.98% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 32,859 | 9,549 | 2.99% | 2.99% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | No change | 32,686 | 9,499 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trivium Point Advisory, LLC | History | No change | 32,199 | 9,357 | 0.85% | 0.85% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATTERS CAPITAL LLC | History | No change | 31,688 | 9,209 | 6.44% | 6.44% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 31,289 | 9,093 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oak Harvest Investment Services | History | No change | 31,172 | 9,059 | 0.85% | 0.85% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Processus Wealth & Capital Management, LLC | History | No change | 30,982 | 9,003 | 5.33% | 5.33% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 30,927 | 8,988 | 0.14% | 0.14% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Providence Financial Advisors, LLC | History | No change | 30,416 | 8,839 | 5.03% | 5.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Veridan Wealth LLC | History | No change | 29,791 | 8,657 | 2.94% | 2.94% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 29,496 | 8,572 | 1.83% | 1.83% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 29,392 | 8,541 | 0.6% | 0.6% | 126 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 28,440 | 8,265 | 0.3% | 0.3% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 28,318 | 8,230 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 27,724 | 8,057 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everest Financial Group LLC | History | No change | 27,633 | 8,030 | 1.09% | 1.09% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fiduciary Group, LLC | History | No change | 27,323 | 7,940 | 0.62% | 0.62% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 626 Financial, LLC | History | No change | 27,291 | 7,931 | 3.09% | 3.09% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compound Planning, Inc. | History | No change | 25,823 | 7,504 | 0.2% | 0.2% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 25,656 | 7,456 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 25,094 | 7,292 | 2.68% | 2.68% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 24,854 | 7,223 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Perigon Wealth Management, LLC | History | No change | 23,285 | 6,767 | 0.11% | 0.11% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Symphony Financial Services, Inc. | History | No change | 23,021 | 6,690 | 3.01% | 3.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 22,952 | 6,670 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Partners Group, Inc | History | No change | 22,890 | 6,652 | 0.68% | 0.68% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 22,269 | 6,472 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 22,270 | 6,472 | 0.25% | 0.25% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waldron Private Wealth LLC | History | No change | 22,078 | 6,416 | 0.22% | 0.22% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 22,502 | 6,234 | 3.89% | 3.89% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cooper Financial Group | History | Added to | 20,836 | 6,144 | 0.49% | 0.35% | 145 | +6,165 | 42.02% | Q3 2026 | Oct 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 20,804 | 6,045 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 20,757 | 6,032 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 20,723 | 6,022 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 20,691 | 6,013 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berger Financial Group, Inc | History | No change | 20,505 | 5,959 | 0.3% | 0.3% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 32,471 | 5,817 | 1.17% | 1.17% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Milestone Investment Advisors LLC | History | No change | 19,964 | 5,801 | 1.25% | 1.25% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18,919 | 5,498 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 18,877 | 5,486 | 0.26% | 0.26% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 18,865 | 5,482 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 18,651 | 5,420 | 2.42% | 2.42% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 18,598 | 5,405 | 1.69% | 1.69% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | No change | 18,585 | 5,401 | 0.16% | 0.16% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 18,518 | 5,381 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 18,440 | 5,359 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 18,307 | 5,320 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 18,076 | 5,253 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 17,437 | 5,067 | 0.46% | 0.46% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HRT FINANCIAL LP | History | No change | 17,394 | 5,055 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | No change | 17,293 | 5,025 | 0.88% | 0.88% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 17,214 | 5,002 | 0.48% | 0.48% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 17,055 | 4,956 | 1.5% | 1.5% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 16,869 | 4,902 | 0.23% | 0.23% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FWG Investments, LLC. | History | No change | 16,809 | 4,884 | 2.58% | 2.58% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWAM LLC | History | No change | 16,681 | 4,847 | 0.24% | 0.24% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gradient Investments LLC | History | No change | 16,519 | 4,800 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Nova Wealth Management, Inc. | History | No change | 16,098 | 4,678 | 2.58% | 2.58% | 172 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 16,081 | 4,673 | 0.27% | 0.27% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 15,889 | 4,617 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Betterment LLC | History | No change | 15,810 | 4,595 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carolina Wealth Management Inc | History | No change | 15,714 | 4,566 | 2.1% | 2.1% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avior Wealth Management, LLC | History | No change | 15,380 | 4,469 | 0.12% | 0.12% | 177 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 15,097 | 4,385 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concorde Asset Management, LLC | History | No change | 15,043 | 4,371 | 2.53% | 2.53% | 179 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 14,731 | 4,281 | 3.33% | 3.33% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sovran Advisors, LLC | History | No change | 15,591 | 4,236 | 0.32% | 0.32% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BROWN ADVISORY INC | History | No change | 14,527 | 4,221 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 14,380 | 4,179 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,990 | 4,065 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 13,985 | 4,064 | 0.9% | 0.9% | 185 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Freedom, LLC | History | No change | 13,821 | 4,016 | 1.84% | 1.84% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13,733 | 3,991 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 13,724 | 3,988 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WCG Wealth Advisors LLC | History | No change | 13,620 | 3,958 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 13,708 | 3,944 | 0.13% | 0.13% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 13,490 | 3,920 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 13,437 | 3,905 | 0.66% | 0.66% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Visionary Wealth Advisors | History | No change | 13,338 | 3,876 | 0.15% | 0.15% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stokes Capital Advisors, LLC | History | No change | 13,264 | 3,854 | 0.83% | 0.83% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 12,998 | 3,777 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 12,808 | 3,722 | 0.53% | 0.53% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SigFig Wealth Management, LLC | History | New | 12,589 | 3,712 | 0.09% | — | 197 | +12,589 | New | Q3 2026 | Oct 07, 2026 |
| OxenFree Capital LLC | History | Added to | 12,200 | 3,706 | 1.6% | 1.54% | 198 | +360 | 3.04% | Q3 2026 | Oct 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 12,706 | 3,692 | 0.45% | 0.45% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keel Point, LLC | History | No change | 12,493 | 3,630 | 0.21% | 0.21% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Benchmark Financial, LLC | History | No change | 12,364 | 3,593 | 2.93% | 2.93% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Belpointe Asset Management LLC | History | No change | 12,281 | 3,569 | 0.12% | 0.12% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Empire Life Investments Inc. | History | No change | 12,197 | 3,544 | 0.2% | 0.2% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advyzon Investment Management, LLC | History | No change | 12,163 | 3,534 | 0.26% | 0.26% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 11,952 | 3,524 | 2.5% | 2.46% | 205 | +437 | 3.8% | Q3 2026 | Oct 07, 2026 |
| Vantus Wealth LLC | History | No change | 12,074 | 3,508 | 1.88% | 1.88% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 11,538 | 3,353 | 0.09% | 0.09% | 207 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 11,501 | 3,342 | 0.38% | 0.38% | 208 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | No change | 11,155 | 3,241 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spectrum Advisors, Inc. | History | No change | 11,155 | 3,241 | 2.29% | 2.29% | 210 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 11,133 | 3,235 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valued Retirements, Inc. | History | No change | 11,019 | 3,202 | 2.88% | 2.88% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 10,962 | 3,185 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 10,931 | 3,178 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 10,925 | 3,175 | 0.17% | 0.17% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 10,873 | 3,160 | 0.85% | 0.85% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 10,861 | 3,156 | 0.16% | 0.16% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 10,483 | 3,046 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,169 | 2,955 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 10,160 | 2,952 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 10,031 | 2,915 | 0.13% | 0.13% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 9,933 | 2,886 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Inscription Capital, LLC | History | No change | 9,930 | 2,885 | 0.26% | 0.26% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WJ Wealth Management, LLC | History | No change | 9,901 | 2,877 | 1.14% | 1.14% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 9,719 | 2,824 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Midwest Trust Co | History | No change | 9,698 | 2,818 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 9,468 | 2,751 | 1.48% | 1.48% | 227 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Independent Advisor Alliance | History | No change | 9,435 | 2,742 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 9,121 | 2,650 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DOVER ADVISORS, LLC | History | No change | 9,556 | 2,646 | 1.08% | 1.08% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9,081 | 2,639 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 9,039 | 2,627 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bawa N Mallick Trust | History | No change | 9,010 | 2,618 | 0.85% | 0.85% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 8,973 | 2,607 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Strategic Blueprint, LLC | History | No change | 8,959 | 2,603 | 0.13% | 0.13% | 235 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Whelan Financial | History | No change | 8,957 | 2,603 | 0.71% | 0.71% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SCS Capital Management LLC | History | No change | 8,950 | 2,600 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 8,926 | 2,594 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 8,830 | 2,566 | 0.21% | 0.21% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 8,794 | 2,555 | 1.41% | 1.41% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waterloo Capital, L.P. | History | No change | 8,686 | 2,524 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 8,686 | 2,524 | 0.22% | 0.22% | 242 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mutual Advisors, LLC | History | No change | 8,613 | 2,503 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 8,613 | 2,503 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 8,484 | 2,502 | 0.07% | 0.07% | 245 | -70 | -0.82% | Q3 2026 | Oct 07, 2026 |
| MAI Capital Management | History | No change | 8,542 | 2,482 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,327 | 2,419 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bouvel Investment Partners, LLC | History | No change | 8,254 | 2,398 | 0.54% | 0.54% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,142 | 2,366 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 8,072 | 2,345 | 0.91% | 0.91% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | No change | 8,002 | 2,325 | 0.08% | 0.08% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 7,909 | 2,298 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLP Wealth Management, LLC | History | No change | 7,852 | 2,282 | 4.06% | 4.06% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 7,693 | 2,235 | 0.7% | 0.7% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,683 | 2,232 | 0.07% | 0.07% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 7,664 | 2,227 | 0.34% | 0.34% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 7,613 | 2,212 | 1.53% | 1.53% | 257 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 7,604 | 2,209 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 7,503 | 2,180 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 7,433 | 2,160 | 0.21% | 0.21% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 7,332 | 2,130 | 0.51% | 0.51% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 7,319 | 2,127 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 7,236 | 2,102 | 0.08% | 0.08% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tactive Advisors, LLC | History | No change | 7,112 | 2,066 | 0.51% | 0.51% | 264 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Decker Retirement Planning Inc. | History | No change | 7,029 | 2,042 | 0.7% | 0.7% | 265 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 7,000 | 2,034 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Accurate Wealth Management, LLC | History | No change | 6,956 | 2,020 | 0.19% | 0.19% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,941 | 2,017 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates, LLC | History | No change | 6,933 | 2,014 | 0.42% | 0.42% | 269 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Caprock Group, LLC | History | No change | 6,856 | 1,992 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Planning Group LLC | History | No change | 6,993 | 1,979 | 0.25% | 0.25% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WBH ADVISORY INC | History | No change | 6,733 | 1,956 | 0.13% | 0.13% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 7,097 | 1,950 | 0.19% | 0.19% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Centennial Advisors, LLC | History | No change | 6,686 | 1,943 | 2.32% | 2.32% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wick Capital Partners, LLC | History | No change | 6,677 | 1,940 | 0.29% | 0.29% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,616 | 1,922 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,434 | 1,869 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Investment Management, LLC | History | No change | 6,102 | 1,773 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 5,916 | 1,719 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,816 | 1,690 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 5,705 | 1,657 | 0.08% | 0.08% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,701 | 1,656 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tailwinds Wealth, LLC | History | No change | 5,617 | 1,632 | 0.96% | 0.96% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vise Technologies, Inc. | History | No change | 5,565 | 1,617 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMART Wealth LLC | History | No change | 5,515 | 1,602 | 0.35% | 0.35% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 5,504 | 1,599 | 0.08% | 0.08% | 286 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,308 | 1,542 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 5,221 | 1,517 | 0.08% | 0.08% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,057 | 1,473 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wedmont Private Capital | History | No change | 5,038 | 1,463 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 5,016 | 1,457 | 0.18% | 0.18% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MBL Wealth, LLC | History | No change | 5,000 | 1,453 | 0.1% | 0.1% | 292 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 4,953 | 1,439 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 4,920 | 1,429 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 4,853 | 1,410 | 0.42% | 0.42% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAGCO, INC. | History | No change | 4,828 | 1,403 | 0.26% | 0.26% | 296 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4,786 | 1,390 | 0.08% | 0.08% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,732 | 1,375 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 5,366 | 1,362 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 4,670 | 1,357 | 0.12% | 0.12% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4,623 | 1,343 | 0.18% | 0.18% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,613 | 1,340 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GeoWealth Management, LLC | History | No change | 4,601 | 1,337 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 4,571 | 1,328 | 1.48% | 1.48% | 304 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Cerity Partners LLC | History | No change | 4,522 | 1,314 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,500 | 1,307 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 4,297 | 1,248 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pallas Capital Advisors LLC | History | No change | 4,271 | 1,241 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stewardship Advisors, LLC | History | No change | 4,243 | 1,233 | 0.26% | 0.26% | 309 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,204 | 1,221 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCGM Wealth Management, LLC | History | No change | 4,101 | 1,191 | 0.25% | 0.25% | 311 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 4,068 | 1,182 | 0.35% | 0.35% | 312 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,024 | 1,169 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 3,981 | 1,156 | 0.09% | 0.09% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 4,199 | 1,146 | 0.86% | 0.86% | 315 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 3,883 | 1,128 | 0.11% | 0.11% | 316 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Seros Financial, LLC | History | No change | 3,826 | 1,111 | 0.58% | 0.58% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Round Rock Advisors LLC | History | No change | 3,807 | 1,106 | 0.14% | 0.14% | 318 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,796 | 1,103 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | No change | 3,747 | 1,088 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 3,747 | 1,088 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 3,682 | 1,070 | 0.03% | 0.03% | 322 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 3,666 | 1,065 | 0.09% | 0.09% | 323 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 3,665 | 1,064 | 0.69% | 0.69% | 324 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 3,635 | 1,056 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Truvestments Capital LLC | History | No change | 3,630 | 1,054 | 0.16% | 0.16% | 326 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 3,609 | 1,048 | 0.56% | 0.56% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redwood Financial Network Corp | History | No change | 3,587 | 1,042 | 0.58% | 0.58% | 328 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,566 | 1,036 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 3,562 | 1,035 | 0.06% | 0.06% | 330 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Optivise Advisory Services LLC | History | No change | 3,515 | 1,021 | 0.52% | 0.52% | 331 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FSA Advisors, Inc. | History | No change | 3,480 | 1,011 | 0.46% | 0.46% | 332 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HUB Investment Partners, LLC | History | No change | 3,438 | 999 | 0.02% | 0.02% | 333 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Compass Financial Services Inc | History | No change | 3,436 | 998 | 0.37% | 0.37% | 334 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 3,380 | 982 | 0.25% | 0.25% | 335 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 3,335 | 969 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 3,313 | 963 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 3,298 | 958 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospect Financial Services LLC | History | No change | 3,281 | 953 | 0.48% | 0.48% | 339 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 3,273 | 951 | 0.06% | 0.06% | 340 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 3,253 | 945 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,229 | 938 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3,229 | 938 | 0.09% | 0.09% | 343 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HBK Sorce Advisory LLC | History | No change | 3,213 | 930 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 3,192 | 927 | 0.56% | 0.56% | 345 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Essex Financial Services, Inc. | History | No change | 3,176 | 922 | 0.05% | 0.05% | 346 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Networth Advisors, LLC | History | No change | 3,118 | 906 | 0.53% | 0.53% | 347 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,081 | 895 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rossby Financial, LCC | History | No change | 3,057 | 888 | 0.16% | 0.16% | 349 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,994 | 870 | 0.12% | 0.12% | 350 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 2,996 | 870 | 0.54% | 0.54% | 351 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BALLAST ADVISORS LLC | History | No change | 2,969 | 862 | 0.21% | 0.21% | 352 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,894 | 841 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 2,825 | 820 | 0.24% | 0.24% | 354 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 2,810 | 816 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 2,800 | 813 | 0.07% | 0.07% | 356 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,795 | 812 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,788 | 810 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | No change | 2,785 | 809 | 0.03% | 0.03% | 359 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,770 | 804 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Darwin Wealth Management, LLC | History | No change | 2,751 | 799 | 0.22% | 0.22% | 361 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triad Wealth Partners, LLC | History | No change | 2,811 | 793 | 0.05% | 0.05% | 362 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REAP Financial Group, LLC | History | No change | 2,698 | 784 | 0.13% | 0.13% | 363 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orgel Wealth Management, LLC | History | No change | 2,635 | 765 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 2,634 | 765 | 0.54% | 0.54% | 365 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fortitude Family Office, LLC | History | No change | 2,610 | 758 | 0.15% | 0.15% | 366 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Heartland Consultants, Inc. | History | No change | 2,582 | 750 | 0.05% | 0.05% | 367 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GenWealth Group, Inc. | History | No change | 2,558 | 743 | 0.12% | 0.12% | 368 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 2,515 | 741 | 0.49% | 0.53% | 369 | -145 | -5.45% | Q3 2026 | Oct 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,536 | 737 | 0.03% | 0.03% | 370 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 2,506 | 728 | 0.42% | 0.42% | 371 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,500 | 726 | 0.05% | 0.05% | 372 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| American Trust | History | No change | 2,473 | 718 | 0.06% | 0.06% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,457 | 714 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ArchPoint Investors | History | No change | 2,450 | 712 | 0.15% | 0.15% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trademark Financial Management, LLC | History | No change | 2,437 | 708 | 0.29% | 0.29% | 376 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversified Trust Co | History | No change | 2,436 | 707 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 2,411 | 700 | 0.27% | 0.27% | 378 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mueller Wealth, LLC | History | No change | 2,409 | 700 | 0.48% | 0.48% | 379 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Composition Wealth, LLC | History | No change | 2,403 | 698 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 2,362 | 686 | 0.06% | 0.06% | 381 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AMG National Trust Bank | History | No change | 2,355 | 684 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | No change | 2,403 | 682 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,337 | 679 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 2,327 | 676 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 2,325 | 675 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 2,321 | 674 | 0.32% | 0.32% | 387 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,320 | 674 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 2,318 | 673 | 0.28% | 0.28% | 389 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 2,300 | 668 | 0.89% | 0.89% | 390 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TCP Asset Management, LLC | History | No change | 2,273 | 660 | 0.07% | 0.07% | 391 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parallel Advisors, LLC | History | No change | 2,267 | 658 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 2,201 | 639 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Landing Point Financial Group, LLC | History | No change | 2,194 | 637 | 0.22% | 0.22% | 394 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 2,171 | 630 | 0.29% | 0.29% | 395 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 2,290 | 629 | 0.28% | 0.28% | 396 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,162 | 628 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 2,152 | 626 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 2,139 | 621 | 0.17% | 0.17% | 399 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 2,126 | 617 | 0.06% | 0.06% | 400 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 2,123 | 616 | 0.38% | 0.38% | 401 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 2,090 | 607 | 0.23% | 0.23% | 402 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 2,049 | 595 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Secure Asset Management, LLC | History | No change | 2,018 | 586 | 0.08% | 0.08% | 404 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Heritage Trust Co | History | No change | 2,014 | 585 | 0.05% | 0.05% | 405 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Daviman Financial, LLC | History | No change | 2,014 | 585 | 0.32% | 0.32% | 406 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Financial Advisory LLC | History | No change | 2,013 | 584 | 0.11% | 0.11% | 407 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,002 | 581 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | No change | 2,000 | 581 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 2,001 | 581 | 0.02% | 0.02% | 410 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 1,996 | 580 | 0.07% | 0.07% | 411 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 1,984 | 576 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpha Financial Partners LLC | History | No change | 1,960 | 569 | 0.3% | 0.3% | 413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cyr Financial Inc. | History | No change | 1,947 | 565 | 0.29% | 0.29% | 414 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Able Wealth Management LLC | History | No change | 1,928 | 560 | 0.13% | 0.13% | 415 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harvest Investment Services, LLC | History | No change | 1,919 | 557 | 0.09% | 0.09% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | No change | 1,917 | 556 | 0.41% | 0.41% | 417 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 1,899 | 551 | 0.13% | 0.13% | 418 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rothschild Wealth LLC | History | No change | 1,875 | 544 | 0.04% | 0.04% | 419 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 1,875 | 544 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | No change | 1,873 | 544 | 0.36% | 0.36% | 421 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 1,872 | 543 | 0.23% | 0.23% | 422 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mattson Financial Services, LLC | History | No change | 1,913 | 542 | 0.11% | 0.11% | 423 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,852 | 538 | 0.32% | 0.32% | 424 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SEVEN MILE ADVISORY | History | No change | 1,851 | 537 | 0.36% | 0.36% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,841 | 535 | 0.03% | 0.03% | 426 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| National Wealth Management Group, LLC | History | No change | 1,834 | 533 | 0.16% | 0.16% | 427 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 1,822 | 529 | 0.06% | 0.06% | 428 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Advisors Network LLC | History | No change | 1,811 | 526 | 0.02% | 0.02% | 429 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 1,802 | 523 | 0.18% | 0.18% | 430 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,795 | 521 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 1,791 | 520 | 0.18% | 0.18% | 432 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 1,783 | 518 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 1,780 | 517 | 0.12% | 0.12% | 434 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,778 | 516 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 1,761 | 511 | 0.05% | 0.05% | 436 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | No change | 1,756 | 510 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,736 | 504 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 1,722 | 500 | 0.22% | 0.22% | 439 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 1,694 | 492 | 0.25% | 0.25% | 440 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,692 | 491 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,667 | 484 | 0.26% | 0.26% | 442 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Auxano Advisors, LLC | History | No change | 1,660 | 482 | 0.09% | 0.09% | 443 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | No change | 1,627 | 472 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Synergy Asset Management, LLC | History | No change | 1,619 | 470 | 0.04% | 0.04% | 445 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 1,614 | 469 | 0.17% | 0.17% | 446 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 1,585 | 460 | 0.09% | 0.09% | 447 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arvest Bank Trust Division | History | No change | 1,577 | 458 | 0.02% | 0.02% | 448 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GWN SECURITIES INC. | History | No change | 1,573 | 457 | 0.08% | 0.08% | 449 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Proficio Capital Partners LLC | History | No change | 1,565 | 454 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LexAurum Advisors, LLC | History | No change | 1,551 | 450 | 0.05% | 0.05% | 451 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NBT BANK, N.A. | History | No change | 1,530 | 444 | 0.03% | 0.03% | 452 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, LLC | History | No change | 1,525 | 443 | 0.05% | 0.05% | 453 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 1,487 | 432 | 0.36% | 0.36% | 454 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rodgers & Associates, LTD | History | No change | 1,471 | 427 | 0.04% | 0.04% | 455 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,472 | 427 | 0.04% | 0.04% | 456 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ethos Financial Group, LLC | History | No change | 1,599 | 424 | 0.03% | 0.03% | 457 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | No change | 1,453 | 422 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Verum Partners LLC | History | No change | 1,454 | 422 | 0.06% | 0.06% | 459 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 1,451 | 421 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PFG Advisors | History | No change | 1,444 | 419 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 1,427 | 414 | 0.02% | 0.02% | 462 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUE Private Wealth Advisors | History | No change | 1,424 | 413 | 0.04% | 0.04% | 463 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 1,419 | 412 | 0.1% | 0.1% | 464 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DDD Partners, LLC | History | No change | 1,410 | 409 | 0.03% | 0.03% | 465 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 1,403 | 407 | 0.14% | 0.14% | 466 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 1,396 | 405 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 1,380 | 401 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,380 | 401 | 0.02% | 0.02% | 469 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 1,380 | 401 | 0.19% | 0.19% | 470 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,367 | 397 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 1,363 | 396 | 0.1% | 0.1% | 472 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retireful, LLC | History | No change | 1,393 | 395 | 0.37% | 0.37% | 473 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 1832 Asset Management L.P. | History | No change | 1,345 | 390 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,342 | 389 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kelly Financial Services LLC | History | No change | 1,336 | 388 | 0.08% | 0.08% | 476 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 1,333 | 387 | 0.11% | 0.11% | 477 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fermata Advisors, LLC | History | No change | 1,333 | 387 | 0.08% | 0.08% | 478 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Parvin Asset Management, LLC | History | No change | 1,330 | 386 | 0.3% | 0.3% | 479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,322 | 384 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Operose Advisors LLC | History | No change | 1,320 | 383 | 0.07% | 0.07% | 481 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 1,317 | 382 | 0.12% | 0.12% | 482 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 1,305 | 379 | 0.06% | 0.06% | 483 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,297 | 376 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heck Capital Advisors, LLC | History | No change | 1,285 | 373 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,273 | 370 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fiduciary Alliance LLC | History | No change | 1,275 | 370 | 0.03% | 0.03% | 487 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 1,272 | 369 | 0.18% | 0.18% | 488 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Advisors LLC | History | No change | 1,267 | 368 | 0.33% | 0.33% | 489 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Carnegie Investment Counsel | History | No change | 1,240 | 360 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,239 | 360 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 1,234 | 358 | 0.06% | 0.06% | 492 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Wealth Group, LLC | History | No change | 1,221 | 354 | 0.14% | 0.14% | 493 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TFO Wealth Partners, LLC | History | No change | 1,219 | 354 | 0.04% | 0.04% | 494 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,214 | 352 | 0.02% | 0.02% | 495 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Tenzing Financial LLC | History | No change | 1,226 | 352 | 0.24% | 0.24% | 496 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RiverGlades Family Offices LLC | History | No change | 1,211 | 351 | 0.16% | 0.16% | 497 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,200 | 349 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEMBERS WEALTH LLC | History | No change | 1,203 | 349 | 0.19% | 0.19% | 499 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Invesco Ltd. | History | No change | 1,194 | 347 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 1,194 | 347 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XY Planning Network, Inc. | History | No change | 1,175 | 341 | 0.04% | 0.04% | 502 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,168 | 339 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 1,161 | 337 | 0.13% | 0.13% | 504 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 1,157 | 336 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 1,153 | 334 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockport Wealth LLC | History | No change | 1,150 | 334 | 0.06% | 0.06% | 507 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Headlands Technologies LLC | History | No change | 1,139 | 331 | 0.04% | 0.04% | 508 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Life Planning Partners, Inc | History | No change | 1,142 | 331 | 0.25% | 0.25% | 509 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Moors & Cabot, Inc. | History | No change | 1,137 | 330 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 1,136 | 330 | 0.02% | 0.02% | 511 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 1,123 | 326 | 0.08% | 0.08% | 512 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 1,114 | 323 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,130 | 322 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 1,065 | 309 | 0.08% | 0.08% | 515 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,060 | 308 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,056 | 306 | 0.23% | 0.23% | 517 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 1,042 | 302 | 0.22% | 0.22% | 518 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 1,038 | 301 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | No change | 1,030 | 299 | 0.06% | 0.06% | 520 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,023 | 297 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 1,023 | 297 | 0.02% | 0.02% | 522 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,004 | 291 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 995 | 289 | 0.16% | 0.16% | 524 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 987 | 286 | 0.05% | 0.05% | 525 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 982 | 285 | 0.1% | 0.1% | 526 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avestar Capital, LLC | History | No change | 979 | 284 | 0.02% | 0.02% | 527 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mason & Associates Inc | History | No change | 979 | 284 | 0.05% | 0.05% | 528 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 976 | 283 | 0.03% | 0.03% | 529 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aprio Wealth Management, LLC | History | No change | 968 | 281 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MY Wealth Management Inc. | History | No change | 968 | 281 | 0.2% | 0.2% | 531 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 964 | 280 | 0.05% | 0.05% | 532 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 961 | 279 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Americana Partners, LLC | History | No change | 931 | 270 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 927 | 269 | 0.11% | 0.11% | 535 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Council, LLC | History | No change | 926 | 269 | 0.09% | 0.09% | 536 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Coquina Private Wealth LLC | History | No change | 924 | 268 | 0.18% | 0.18% | 537 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 916 | 266 | 0.04% | 0.04% | 538 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 912 | 265 | 0.02% | 0.02% | 539 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MW ADVISORY, LLC | History | No change | 915 | 265 | 0.11% | 0.11% | 540 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| L & S Advisors Inc | History | No change | 906 | 263 | 0.03% | 0.03% | 541 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 897 | 260 | 0.09% | 0.09% | 542 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 891 | 258 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 880 | 255 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Spire Wealth Management | History | No change | 879 | 255 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Slagle Financial, LLC | History | No change | 867 | 252 | 0.08% | 0.08% | 546 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 1,026 | 251 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centerpoint Advisory Group | History | No change | 865 | 251 | 0.16% | 0.16% | 548 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 863 | 250 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rather & Kittrell, Inc. | History | No change | 860 | 249 | 0.03% | 0.03% | 550 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 858 | 249 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 848 | 246 | 0.03% | 0.03% | 552 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 847 | 246 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Persium Advisors, LLC | History | No change | 837 | 246 | 0.13% | 0.16% | 554 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Goldstein Advisors, LLC | History | No change | 846 | 245 | 0.02% | 0.02% | 555 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 844 | 245 | 0.21% | 0.21% | 556 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Haverford Trust Co | History | No change | 842 | 244 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | No change | 828 | 240 | 0.03% | 0.03% | 558 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 826 | 240 | 0.04% | 0.04% | 559 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 824 | 239 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bravias Capital Group, LLC | History | No change | 823 | 239 | 0.14% | 0.14% | 561 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | No change | 822 | 238 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Red Door Wealth Management, LLC | History | No change | 820 | 238 | 0.02% | 0.02% | 563 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 813 | 236 | 0.08% | 0.08% | 564 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 810 | 235 | 0.04% | 0.04% | 565 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WARNER FINANCIAL, INC | History | No change | 809 | 235 | 0.07% | 0.07% | 566 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | No change | 806 | 234 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 802 | 233 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 800 | 232 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prostatis Group LLC | History | No change | 799 | 232 | 0.05% | 0.05% | 570 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordatus Wealth Management LLC | History | No change | 799 | 232 | 0.05% | 0.05% | 571 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 798 | 231 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Partners in Financial Planning | History | No change | 796 | 231 | 0.04% | 0.04% | 573 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 791 | 229 | 0.04% | 0.04% | 574 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rice Partnership, LLC | History | No change | 790 | 229 | 0.03% | 0.03% | 575 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY TRUST CO | History | No change | 783 | 227 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 777 | 225 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Family Investment Center, Inc. | History | No change | 774 | 224 | 0.04% | 0.04% | 578 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWA Asset Management Group, LLC | History | No change | 753 | 218 | 0.01% | 0.01% | 579 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 750 | 217 | 0.07% | 0.07% | 580 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WILLNER & HELLER, LLC | History | No change | 749 | 217 | 0.14% | 0.14% | 581 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 744 | 216 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sound Income Strategies, LLC | History | No change | 741 | 215 | 0.01% | 0.01% | 583 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PUREfi Wealth, LLC | History | No change | 739 | 214 | 0.12% | 0.12% | 584 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ring Mountain Capital, LLC | History | No change | 739 | 214 | 0.09% | 0.09% | 585 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | No change | 736 | 213 | 0.01% | 0.01% | 586 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cedar Wealth Management, LLC | History | No change | 722 | 209 | 0.05% | 0.05% | 587 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 721 | 209 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFG Advisors, LLC | History | No change | 712 | 206 | 0.03% | 0.03% | 589 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CFC Planning Co LLC | History | No change | 710 | 206 | 0.12% | 0.12% | 590 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MBE Wealth Management, LLC | History | No change | 708 | 205 | 0.07% | 0.07% | 591 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantbot Technologies LP | History | No change | 701 | 203 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 699 | 203 | 0.1% | 0.1% | 593 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 697 | 202 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 694 | 201 | 0.02% | 0.02% | 595 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 694 | 201 | 0.02% | 0.02% | 596 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 682 | 198 | 0.01% | 0.01% | 597 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BESSEMER GROUP INC | History | No change | 641 | 186 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Co / SC | History | No change | 636 | 184 | 0.02% | 0.02% | 599 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 615 | 178 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 606 | 176 | 0.02% | 0.02% | 601 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 582 | 169 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Acropolis Investment Management, LLC | History | No change | 561 | 163 | 0.01% | 0.01% | 603 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Key FInancial Inc | History | No change | 564 | 163 | 0.03% | 0.03% | 604 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Center for Financial Planning, Inc. | History | No change | 559 | 162 | 0.02% | 0.02% | 605 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 560 | 158 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 535 | 155 | 0.01% | 0.01% | 607 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 534 | 155 | 0.04% | 0.04% | 608 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Go Invest LLC | History | No change | 521 | 151 | 0.04% | 0.04% | 609 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SouthState Bank Corp | History | No change | 499 | 145 | 0.01% | 0.01% | 610 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 500 | 145 | 0.03% | 0.03% | 611 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 429 | 126 | 0.02% | 0.02% | 612 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 427 | 124 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 415 | 120 | 0.02% | 0.02% | 614 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Asset Dedication, LLC | History | No change | 410 | 119 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 400 | 116 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| New Republic Capital, LLC | History | No change | 395 | 114 | 0.03% | 0.03% | 617 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HM PAYSON & CO | History | No change | 363 | 105 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 351 | 102 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 344 | 101 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| GW&K Investment Management, LLC | History | No change | 344 | 100 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 319 | 92 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Planning Strategies Inc. | History | No change | 313 | 92 | 0.05% | 0.06% | 623 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 316 | 91 | 0.01% | 0.01% | 624 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 309 | 89 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 299 | 86 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 297 | 86 | 0.03% | 0.03% | 627 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 286 | 83 | 0.01% | 0.01% | 628 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Continuum Advisory, LLC | History | No change | 239 | 69 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 240 | 69 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 235 | 68 | 0.02% | 0.02% | 631 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bullock Wealth Management Group | History | No change | 238 | 68 | 0.03% | 0.03% | 632 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Regatta Research & Money Management | History | No change | 237 | 68 | 0.06% | 0.06% | 633 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 221 | 64 | 0.01% | 0.01% | 634 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOKF, NA | History | No change | 216 | 62 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 207 | 60 | 0.01% | 0.01% | 636 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 194 | 56 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 195 | 56 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 188 | 54 | 0.02% | 0.02% | 639 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 188 | 54 | 0.02% | 0.02% | 640 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITY HOLDING CO | History | No change | 185 | 53 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Triumph Capital Management | History | No change | 177 | 51 | 0.01% | 0.01% | 642 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 169 | 48 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BIRCHBROOK, INC. | History | No change | 158 | 45 | 0.02% | 0.02% | 644 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Main Street Group, LTD | History | No change | 141 | 40 | 0.01% | 0.01% | 645 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 131 | 38 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 132 | 38 | 0.02% | 0.02% | 647 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | No change | 124 | 36 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 29 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 100 | 29 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mascoma Wealth Management LLC | History | No change | 101 | 29 | 0.01% | 0.01% | 651 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Trust Asset Management, LLC | History | No change | 100 | 29 | 0.01% | 0.01% | 652 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Perspectives, Inc | History | No change | 103 | 29 | 0.01% | 0.01% | 653 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 100 | 29 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 103 | 29 | 0.02% | 0.02% | 655 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EASTERN BANK | History | Reduced | 97 | 28 | 0.0% | 0.0% | 656 | -88 | -47.57% | Q3 2026 | Oct 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 95 | 27 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Activest Wealth Management | History | No change | 91 | 26 | 0.01% | 0.01% | 658 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Salomon & Ludwin, LLC | History | No change | 74 | 21 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 70 | 20 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 80 | 20 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 68 | 19 | 0.01% | 0.01% | 662 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Trust, LLC | History | No change | 63 | 18 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caitlin John, LLC | History | No change | 62 | 18 | 0.01% | 0.01% | 664 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 60 | 17 | 0.01% | 0.01% | 665 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signature Equity Partners, LLC | History | No change | 61 | 17 | 0.01% | 0.01% | 666 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Princeton Global Asset Management LLC | History | No change | 44 | 12 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 40 | 11 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harborfront Financial Group LLC | History | No change | 36 | 10 | 0.04% | 0.04% | 669 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 30 | 9 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 33 | 9 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 32 | 9 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 32 | 9 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlatl Advisers LLC | History | No change | 33 | 9 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 28 | 8 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Byrne Asset Management LLC | History | Added to | 25 | 7 | 0.0% | 0.0% | 678 | +5 | 25.0% | Q3 2026 | Oct 06, 2026 |
| ALERUS FINANCIAL NA | History | No change | 27 | 7 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 25 | 7 | 0.0% | 0.0% | 677 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Olistico Wealth, LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 22 | 6 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Robinswood Financial LLC | History | No change | 23 | 6 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Downshift Financial, LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 684 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 11 | 3 | 0.0% | 0.0% | 686 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 10 | 2 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GAMMA Investing LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 689 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 4 | 1 | 0.0% | 0.0% | 690 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -3,330 | -100.0% | Q3 2026 | Oct 06, 2026 |