iSHARES TRUST - MBB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026

13D/13G major owners: Ownership tab.

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

Full rows mode is enabled. Back to fast mode.

Rows: 0

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	68,261,267	6,452,054	0.42%	0.42%	1	0	0.0%	Q2 2026	Aug 14, 2026
JPMORGAN CHASE & CO	History	No change	37,776,202	3,587,606	0.2%	0.2%	2	0	0.0%	Q2 2026	Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	30,910,875	2,921,648	0.69%	0.69%	3	0	0.0%	Q2 2026	Sep 23, 2026
LPL Financial LLC	History	No change	27,128,190	2,564,156	0.58%	0.58%	4	0	0.0%	Q2 2026	Aug 07, 2026
UBS Group AG	History	No change	18,496,926	1,748,329	0.22%	0.22%	5	0	0.0%	Q2 2026	Aug 13, 2026
TIAA Wealth Investment Management LLC	History	No change	14,805,333	1,404,268	9.38%	9.38%	6	0	0.0%	Q2 2026	Aug 10, 2026
AMERIPRISE FINANCIAL INC	History	No change	13,686,305	1,291,246	0.26%	0.26%	7	0	0.0%	Q2 2026	Aug 14, 2026
MORGAN STANLEY	History	No change	11,538,279	1,090,598	0.06%	0.06%	8	0	0.0%	Q2 2026	Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	No change	7,678,893	725,808	2.5%	2.5%	9	0	0.0%	Q2 2026	Aug 10, 2026
TRUIST FINANCIAL CORP	History	No change	5,541,462	523,779	0.63%	0.63%	10	0	0.0%	Q2 2026	Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	4,278,858	404,437	0.07%	0.07%	11	0	0.0%	Q2 2026	Aug 13, 2026
STIFEL FINANCIAL CORP	History	No change	3,741,705	353,666	0.29%	0.29%	12	0	0.0%	Q2 2026	Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	3,279,174	309,947	0.15%	0.15%	13	0	0.0%	Q2 2026	Aug 07, 2026
Allworth Financial LP	History	No change	3,034,893	286,858	1.22%	1.22%	14	0	0.0%	Q2 2026	Aug 11, 2026
WELLS FARGO & COMPANY/MN	History	No change	2,912,422	275,282	0.04%	0.04%	15	0	0.0%	Q2 2026	Aug 14, 2026
BANK OF MONTREAL /CAN/	History	No change	2,803,720	265,007	0.09%	0.09%	16	0	0.0%	Q2 2026	Aug 12, 2026
State of Tennessee, Department of Treasury	History	No change	2,654,254	250,880	0.75%	0.75%	17	0	0.0%	Q2 2026	Aug 14, 2026
MIDLAND WEALTH ADVISORS, LLC	History	No change	2,518,894	238,085	11.19%	11.19%	18	0	0.0%	Q2 2026	Jul 24, 2026
Bank of New York Mellon Corp	History	No change	2,420,276	228,764	0.04%	0.04%	19	0	0.0%	Q2 2026	Aug 06, 2026
SEI INVESTMENTS CO	History	No change	2,380,025	224,960	0.2%	0.2%	20	0	0.0%	Q2 2026	Aug 14, 2026
Composition Wealth, LLC	History	No change	2,352,562	222,364	2.61%	2.61%	21	0	0.0%	Q2 2026	Jul 22, 2026
BlackRock, Inc.	History	No change	2,311,312	218,465	0.0%	0.0%	22	0	0.0%	Q2 2026	Aug 07, 2026
Cetera Investment Advisers	History	No change	2,146,275	202,865	0.18%	0.18%	23	0	0.0%	Q2 2026	Aug 12, 2026
Envestnet Portfolio Solutions, Inc.	History	No change	2,119,612	200,345	0.96%	0.96%	24	0	0.0%	Q2 2026	Sep 23, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	History	No change	1,957,539	185,026	2.43%	2.43%	25	0	0.0%	Q2 2026	Jul 15, 2026
OneDigital Investment Advisors LLC	History	No change	1,892,523	178,881	1.51%	1.51%	26	0	0.0%	Q2 2026	Aug 06, 2026
Dynasty Wealth Management, LLC	History	No change	1,833,567	173,308	1.29%	1.29%	27	0	0.0%	Q2 2026	Aug 13, 2026
MML INVESTORS SERVICES, LLC	History	No change	1,769,513	167,254	0.34%	0.34%	28	0	0.0%	Q2 2026	Aug 07, 2026
GOLDMAN SACHS GROUP INC	History	No change	1,716,390	162,233	0.01%	0.01%	29	0	0.0%	Q2 2026	Aug 14, 2026
Quotient Wealth Partners, LLC	History	No change	1,685,608	159,323	3.76%	3.76%	30	0	0.0%	Q2 2026	Aug 03, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	History	Added to	1,711,063	153,345	1.83%	1.78%	31	+166,594	10.79%	Q3 2026	Oct 05, 2026
BESSEMER GROUP INC	History	No change	1,607,411	151,933	0.21%	0.21%	32	0	0.0%	Q2 2026	Aug 12, 2026
Janney Montgomery Scott LLC	History	No change	1,599,915	151,224	0.29%	0.29%	33	0	0.0%	Q2 2026	Aug 05, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	1,592,160	150,490	0.04%	0.04%	34	0	0.0%	Q2 2026	Aug 14, 2026
Mirae Asset Global Investments Co., Ltd.	History	No change	1,549,507	146,459	0.22%	0.22%	35	0	0.0%	Q2 2026	Jul 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	1,509,344	142,758	0.79%	0.79%	36	0	0.0%	Q2 2026	Aug 14, 2026
ROYAL BANK OF CANADA	History	No change	1,487,140	140,564	0.02%	0.02%	37	0	0.0%	Q2 2026	Aug 14, 2026
PARK AVENUE SECURITIES LLC	History	No change	1,466,815	138,643	0.87%	0.87%	38	0	0.0%	Q2 2026	Jul 20, 2026
Merit Financial Group, LLC	History	No change	1,433,945	135,536	0.83%	0.83%	39	0	0.0%	Q2 2026	Jul 20, 2026
Bridgewater Associates, LP	History	No change	1,386,800	131,080	0.54%	0.54%	40	0	0.0%	Q2 2026	Aug 14, 2026
Asset Management One Co., Ltd.	History	No change	1,225,691	115,852	0.3%	0.3%	41	0	0.0%	Q2 2026	Jul 28, 2026
Clarity Financial LLC	History	No change	1,172,019	110,779	9.41%	9.41%	42	0	0.0%	Q2 2026	Jul 20, 2026
HANCOCK WHITNEY CORP	History	No change	1,131,436	106,943	1.78%	1.78%	43	0	0.0%	Q2 2026	Aug 14, 2026
MAI Capital Management	History	No change	1,006,787	95,161	0.36%	0.36%	44	0	0.0%	Q2 2026	Aug 14, 2026
NewEdge Advisors, LLC	History	No change	984,369	93,042	0.28%	0.28%	45	0	0.0%	Q2 2026	Aug 12, 2026
Blue Trust, Inc.	History	No change	966,223	91,327	0.96%	0.96%	46	0	0.0%	Q2 2026	Jul 21, 2026
Beacon Pointe Advisors, LLC	History	No change	904,453	85,488	0.4%	0.4%	47	0	0.0%	Q2 2026	Aug 18, 2026
EXCHANGE TRADED CONCEPTS, LLC	History	No change	870,621	82,291	0.38%	0.38%	48	0	0.0%	Q2 2026	Aug 11, 2026
ALLIANCEBERNSTEIN L.P.	History	No change	864,704	82,103	0.03%	0.03%	49	0	0.0%	Q2 2026	Aug 14, 2026
Fisher Asset Management, LLC	History	No change	831,866	78,628	0.02%	0.02%	50	0	0.0%	Q2 2026	Aug 04, 2026
Pathstone Holdings, LLC	History	No change	812,942	76,839	0.22%	0.22%	51	0	0.0%	Q2 2026	Aug 13, 2026
NOTTINGHAM ADVISORS, INC.	History	No change	816,347	76,583	9.14%	9.14%	52	0	0.0%	Q2 2026	Jul 27, 2026
Jupiter Topco LLC	History	No change	801,475	75,757	0.03%	0.03%	53	0	0.0%	Q2 2026	Aug 14, 2026
Corient Private Wealth LP	History	No change	786,118	74,303	0.1%	0.1%	54	0	0.0%	Q2 2026	Aug 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	745,517	70,466	0.09%	0.09%	55	0	0.0%	Q2 2026	Jul 29, 2026
Klaas Financial Asset Advisors, LLC	History	No change	733,132	69,295	8.63%	8.63%	56	0	0.0%	Q2 2026	Jul 15, 2026
Dakota Wealth Management	History	No change	720,721	68,122	1.3%	1.3%	57	0	0.0%	Q2 2026	Aug 07, 2026
Sumitomo Mitsui Trust Group, Inc.	History	No change	713,705	67,459	0.04%	0.04%	58	0	0.0%	Q2 2026	Jul 30, 2026
NorthCoast Asset Management LLC	History	No change	700,621	66,222	1.47%	1.47%	59	0	0.0%	Q2 2026	Aug 12, 2026
State of New Jersey Common Pension Fund D	History	No change	700,000	66,164	0.23%	0.23%	60	0	0.0%	Q2 2026	Aug 04, 2026
Capital International Investors	History	No change	695,093	65,700	0.01%	0.01%	61	0	0.0%	Q2 2026	Aug 12, 2026
OSAIC HOLDINGS, INC.	History	No change	675,822	63,937	0.08%	0.08%	62	0	0.0%	Q2 2026	Aug 14, 2026
Lutz Financial Services LLC	History	No change	658,034	62,197	3.79%	3.79%	63	0	0.0%	Q2 2026	Aug 05, 2026
Allianz Asset Management GmbH	History	No change	643,669	60,839	0.05%	0.05%	64	0	0.0%	Q2 2026	Sep 02, 2026
ROCKLAND TRUST CO	History	Added to	663,553	59,467	2.28%	2.38%	65	+22,852	3.57%	Q3 2026	Oct 05, 2026
Willis Johnson & Associates, Inc.	History	No change	622,437	58,832	3.28%	3.28%	66	0	0.0%	Q2 2026	Aug 13, 2026
AE Wealth Management LLC	History	No change	608,645	57,529	0.27%	0.27%	67	0	0.0%	Q2 2026	Aug 03, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM	History	No change	600,000	56,712	0.25%	0.25%	68	0	0.0%	Q2 2026	Jul 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	594,470	55,713	0.09%	0.09%	69	0	0.0%	Q2 2026	Jul 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	No change	559,163	52,852	0.54%	0.54%	70	0	0.0%	Q2 2026	Aug 14, 2026
Strategic Wealth Partners, Ltd.	History	No change	517,750	48,937	3.03%	3.03%	71	0	0.0%	Q2 2026	Aug 12, 2026
Korea Investment CORP	History	No change	500,000	47,260	0.09%	0.09%	72	0	0.0%	Q2 2026	Aug 11, 2026
Constellation Investments, Inc.	History	No change	495,924	46,874	1.47%	1.47%	73	0	0.0%	Q2 2026	Jul 17, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	482,491	45,605	0.11%	0.11%	74	0	0.0%	Q2 2026	Jul 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	477,900	45,211	0.08%	0.08%	75	0	0.0%	Q2 2026	Aug 14, 2026
BNP Paribas Asset Management Holding S.A.	History	No change	477,622	45,144	0.05%	0.05%	76	0	0.0%	Q2 2026	Aug 12, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC.	History	No change	470,874	44,507	0.84%	0.84%	77	0	0.0%	Q2 2026	Aug 13, 2026
PRINCIPAL SECURITIES, INC.	History	No change	449,653	42,501	0.51%	0.51%	78	0	0.0%	Q2 2026	Aug 04, 2026
NorthRock Partners, LLC	History	No change	444,758	42,038	0.61%	0.61%	79	0	0.0%	Q2 2026	Aug 11, 2026
ST GERMAIN D J CO INC	History	No change	441,162	41,698	1.5%	1.5%	80	0	0.0%	Q2 2026	Jul 21, 2026
Baird Financial Group, Inc.	History	No change	440,730	41,657	0.06%	0.06%	81	0	0.0%	Q2 2026	Aug 12, 2026
Vise Technologies, Inc.	History	No change	429,639	40,609	0.46%	0.46%	82	0	0.0%	Q2 2026	Aug 10, 2026
Avidian Wealth Enterprises, LLC	History	Reduced	439,200	39,361	1.1%	1.17%	83	-9,642	-2.15%	Q3 2026	Oct 08, 2026
Kingsview Wealth Management, LLC	History	No change	411,950	38,937	0.47%	0.47%	84	0	0.0%	Q2 2026	Aug 18, 2026
Bangor Savings Bank	History	Added to	429,111	38,456	2.93%	2.93%	85	+7,099	1.68%	Q3 2026	Oct 06, 2026
Mitsubishi UFJ Trust & Banking Corp	History	No change	399,026	37,715	0.08%	0.08%	86	0	0.0%	Q2 2026	Aug 06, 2026
Kestra Investment Management, LLC	History	No change	395,483	37,381	0.72%	0.72%	87	0	0.0%	Q2 2026	Aug 05, 2026
Northside Capital Management, LLC	History	No change	394,193	37,259	3.05%	3.05%	88	0	0.0%	Q2 2026	Jul 10, 2026
CONNING INC.	History	No change	387,672	36,642	1.1%	1.1%	89	0	0.0%	Q2 2026	Jul 30, 2026
Stockman Wealth Management, Inc.	History	No change	383,765	36,273	3.75%	3.75%	90	0	0.0%	Q2 2026	Aug 11, 2026
JB Capital LLC	History	No change	366,798	34,669	1.2%	1.2%	91	0	0.0%	Q2 2026	Jul 29, 2026
Sanctuary Advisors, LLC	History	No change	365,786	34,574	0.16%	0.16%	92	0	0.0%	Q2 2026	Aug 13, 2026
FMR LLC	History	No change	365,720	34,567	0.0%	0.0%	93	0	0.0%	Q2 2026	Aug 13, 2026
FRANKLIN RESOURCES INC	History	No change	363,202	34,329	0.01%	0.01%	94	0	0.0%	Q2 2026	Aug 13, 2026
Prestige Wealth Management Group LLC	History	No change	361,979	34,214	6.21%	6.21%	95	0	0.0%	Q2 2026	Aug 14, 2026
Ocean Park Asset Management, LLC	History	No change	361,587	34,177	1.65%	1.65%	96	0	0.0%	Q2 2026	Jul 09, 2026
NAN FUNG TRINITY (HK) Ltd	History	No change	349,200	33,006	3.26%	3.26%	97	0	0.0%	Q2 2026	Jul 24, 2026
Clearwater Capital Advisors, LLC	History	No change	348,023	32,895	2.41%	2.41%	98	0	0.0%	Q2 2026	Aug 06, 2026
Parkside Investments, LLC	History	No change	345,053	32,614	3.61%	3.61%	99	0	0.0%	Q2 2026	Jul 13, 2026
Zurich Insurance Group Ltd/FI	History	No change	338,060	31,946	0.22%	0.22%	100	0	0.0%	Q2 2026	Aug 14, 2026
Brookstone Capital Management	History	No change	336,263	31,783	0.32%	0.32%	101	0	0.0%	Q2 2026	Jul 15, 2026
Rockefeller Capital Management L.P.	History	No change	326,530	30,863	0.05%	0.05%	102	0	0.0%	Q2 2026	Aug 13, 2026
Ascent Group, LLC	History	No change	311,099	29,405	0.88%	0.88%	103	0	0.0%	Q2 2026	Aug 03, 2026
Modera Wealth Management, LLC	History	No change	309,599	29,263	0.31%	0.31%	104	0	0.0%	Q2 2026	Aug 03, 2026
INTEGRITY ALLIANCE, LLC.	History	No change	305,701	28,894	0.9%	0.9%	105	0	0.0%	Q2 2026	Jul 31, 2026
US BANCORP \DE\	History	No change	300,474	28,400	0.03%	0.03%	106	0	0.0%	Q2 2026	Aug 12, 2026
Meridian Wealth Partners, LLC	History	No change	297,555	28,124	3.4%	3.4%	107	0	0.0%	Q2 2026	Aug 12, 2026
Acorns Advisers, LLC	History	No change	296,322	28,008	0.18%	0.18%	108	0	0.0%	Q2 2026	Aug 14, 2026
Global Retirement Partners, LLC	History	No change	290,132	27,423	0.42%	0.42%	109	0	0.0%	Q2 2026	Aug 06, 2026
iA Global Asset Management Inc.	History	No change	284,376	26,879	0.32%	0.32%	110	0	0.0%	Q2 2026	Jul 29, 2026
Financial Engines Advisors L.L.C.	History	No change	275,200	26,011	0.05%	0.05%	111	0	0.0%	Q2 2026	Aug 14, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC	History	Reduced	290,234	26,010	0.44%	0.45%	112	-13,294	-4.38%	Q3 2026	Oct 01, 2026
FEDERATED HERMES, INC.	History	No change	265,355	25,081	0.04%	0.04%	113	0	0.0%	Q2 2026	Aug 12, 2026
Cerity Partners LLC	History	No change	262,425	24,804	0.03%	0.03%	114	0	0.0%	Q2 2026	Aug 14, 2026
Talon Private Wealth, LLC	History	No change	260,720	24,643	2.88%	2.88%	115	0	0.0%	Q2 2026	Sep 11, 2026
JACOBSON & SCHMITT ADVISORS, LLC	History	No change	258,653	24,447	3.99%	3.99%	116	0	0.0%	Q2 2026	Jul 14, 2026
COURIER CAPITAL LLC	History	No change	255,874	24,185	1.21%	1.21%	117	0	0.0%	Q2 2026	Jul 16, 2026
Kelman-Lazarov, Inc.	History	No change	253,580	23,968	3.14%	3.14%	118	0	0.0%	Q2 2026	Aug 10, 2026
Carnegie Investment Counsel	History	No change	251,825	23,802	0.48%	0.48%	119	0	0.0%	Q2 2026	Jul 30, 2026
HighTower Advisors, LLC	History	No change	250,291	23,657	0.02%	0.02%	120	0	0.0%	Q2 2026	Aug 05, 2026
Horst & Graben Wealth Management LLC	History	No change	250,439	23,548	3.1%	3.1%	121	0	0.0%	Q2 2026	Jul 22, 2026
TIAA TRUST, NATIONAL ASSOCIATION	History	No change	243,877	23,051	1.36%	1.36%	122	0	0.0%	Q2 2026	Aug 10, 2026
Wealthcare Advisory Partners LLC	History	No change	242,028	22,876	0.43%	0.43%	123	0	0.0%	Q2 2026	Jul 09, 2026
QUATTRO FINANCIAL ADVISORS LLC	History	No change	241,622	22,838	4.88%	4.88%	124	0	0.0%	Q2 2026	Jul 16, 2026
Advocacy Wealth Management, LLC	History	No change	238,354	22,529	0.82%	0.82%	125	0	0.0%	Q2 2026	Jul 29, 2026
CIBC Bancorp USA Inc.	History	No change	227,647	21,547	0.03%	0.03%	126	0	0.0%	Q2 2026	Aug 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	No change	227,389	21,492	0.79%	0.79%	127	0	0.0%	Q2 2026	Jul 21, 2026
Penserra Capital Management LLC	History	No change	225,258	21,291	0.16%	0.16%	128	0	0.0%	Q2 2026	Aug 13, 2026
Modern Wealth Management, LLC	History	No change	224,776	21,245	0.25%	0.25%	129	0	0.0%	Q2 2026	Aug 13, 2026
ARVEST INVESTMENTS, INC.	History	No change	224,016	21,174	2.56%	2.56%	130	0	0.0%	Q2 2026	Jul 17, 2026
Sharkey, Howes & Javer	History	No change	215,214	20,342	2.45%	2.45%	131	0	0.0%	Q2 2026	Jul 09, 2026
NORTHERN TRUST CORP	History	No change	214,799	20,302	0.0%	0.0%	132	0	0.0%	Q2 2026	Aug 13, 2026
Vestmark Advisory Solutions, Inc.	History	No change	214,531	20,277	0.19%	0.19%	133	0	0.0%	Q2 2026	Aug 14, 2026
HUNTINGTON NATIONAL BANK	History	No change	213,931	20,220	0.1%	0.1%	134	0	0.0%	Q2 2026	Aug 13, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	History	Added to	220,982	19,804	2.82%	0.04%	135	+218,001	7313.02%	Q3 2026	Oct 08, 2026
Manhattan West Asset Management, LLC	History	No change	209,076	19,761	3.3%	3.3%	136	0	0.0%	Q2 2026	Aug 11, 2026
PEAK FINANCIAL ADVISORS LLC	History	No change	208,845	19,740	8.17%	8.17%	137	0	0.0%	Q2 2026	Jul 17, 2026
McKinley Carter Wealth Services, Inc.	History	No change	208,830	19,738	1.02%	1.02%	138	0	0.0%	Q2 2026	Jul 28, 2026
SteelPeak Wealth, LLC	History	No change	207,334	19,597	0.51%	0.51%	139	0	0.0%	Q2 2026	Jul 13, 2026
CASTLEARK MANAGEMENT LLC	History	No change	204,235	19,304	0.52%	0.52%	140	0	0.0%	Q2 2026	Aug 14, 2026
STANSBERRY ASSET MANAGEMENT, LLC	History	No change	202,306	19,121	1.75%	1.75%	141	0	0.0%	Q2 2026	Aug 14, 2026
TCW GROUP INC	History	No change	200,832	18,982	0.13%	0.13%	142	0	0.0%	Q2 2026	Aug 03, 2026
Arax Advisory Partners	History	No change	198,697	18,780	0.12%	0.12%	143	0	0.0%	Q2 2026	Aug 10, 2026
Atria Investments, Inc	History	No change	194,292	18,364	0.18%	0.18%	144	0	0.0%	Q2 2026	Jul 28, 2026
Johns Hopkins University	History	No change	193,437	18,283	1.22%	1.22%	145	0	0.0%	Q2 2026	Aug 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	History	No change	193,235	18,264	0.9%	0.9%	146	0	0.0%	Q2 2026	Jul 20, 2026
Lifeworks Advisors, LLC	History	No change	193,120	18,253	1.91%	1.91%	147	0	0.0%	Q2 2026	Aug 14, 2026
RKL Wealth Management LLC	History	No change	191,867	18,135	1.45%	1.45%	148	0	0.0%	Q2 2026	Aug 10, 2026
MANNING & NAPIER ADVISORS LLC	History	No change	187,630	17,734	0.23%	0.23%	149	0	0.0%	Q2 2026	Aug 13, 2026
CFS Investment Advisory Services, LLC	History	No change	185,207	17,433	1.16%	1.16%	150	0	0.0%	Q2 2026	Jul 16, 2026
BARCLAYS PLC	History	No change	184,420	17,431	0.0%	0.0%	151	0	0.0%	Q2 2026	Aug 14, 2026
Galvin, Gaustad & Stein, LLC	History	Reduced	191,296	17,143	1.29%	1.37%	152	-4,826	-2.46%	Q3 2026	Oct 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	180,916	17,100	0.06%	0.06%	153	0	0.0%	Q2 2026	Jul 28, 2026
BlueSky Wealth Advisors, LLC	History	No change	180,746	17,084	1.98%	1.98%	154	0	0.0%	Q2 2026	Jul 28, 2026
Integrated Wealth Concepts LLC	History	No change	175,469	16,585	0.11%	0.11%	155	0	0.0%	Q2 2026	Sep 08, 2026
Heck Capital Advisors, LLC	History	No change	174,713	16,513	0.99%	0.99%	156	0	0.0%	Q2 2026	Jul 10, 2026
FIRST TRUST ADVISORS LP	History	No change	170,642	16,129	0.01%	0.01%	157	0	0.0%	Q2 2026	Aug 11, 2026
&PARTNERS	History	No change	170,440	16,092	0.07%	0.07%	158	0	0.0%	Q2 2026	Aug 14, 2026
ASSETMARK, INC	History	No change	168,836	15,958	0.03%	0.03%	159	0	0.0%	Q2 2026	Jul 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	164,593	15,557	0.19%	0.19%	160	0	0.0%	Q2 2026	Jul 24, 2026
FIFTH THIRD BANCORP	History	No change	164,294	15,529	0.03%	0.03%	161	0	0.0%	Q2 2026	Aug 05, 2026
Impact Partnership Wealth, LLC	History	No change	162,750	15,383	1.5%	1.5%	162	0	0.0%	Q2 2026	Jul 29, 2026
Geneos Wealth Management Inc.	History	No change	161,055	15,222	0.31%	0.31%	163	0	0.0%	Q2 2026	Aug 06, 2026
MLG Wealth Management DBA Pine Grove Financial Group	History	No change	159,607	15,086	1.52%	1.52%	164	0	0.0%	Q2 2026	Sep 02, 2026
Trek Financial, LLC	History	No change	158,520	14,983	0.74%	0.74%	165	0	0.0%	Q2 2026	Aug 13, 2026
Compass Wealth Management, LLC/GA	History	No change	152,072	14,373	5.73%	5.73%	166	0	0.0%	Q2 2026	Jul 21, 2026
Icon Wealth Advisors, LLC	History	No change	151,946	14,361	0.86%	0.86%	167	0	0.0%	Q2 2026	Aug 05, 2026
Stone House Investment Management, LLC	History	No change	150,699	14,244	1.89%	1.89%	168	0	0.0%	Q2 2026	Aug 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	149,687	14,148	0.34%	0.34%	169	0	0.0%	Q2 2026	Jul 20, 2026
Ancora Advisors LLC	History	No change	148,301	14,017	0.27%	0.27%	170	0	0.0%	Q2 2026	Aug 14, 2026
Bernardo Wealth Planning LLC	History	No change	148,098	13,998	2.39%	2.39%	171	0	0.0%	Q2 2026	Jul 27, 2026
Checchi Capital Advisers, LLC	History	No change	147,438	13,935	0.63%	0.63%	172	0	0.0%	Q2 2026	Aug 04, 2026
LAZARD ASSET MANAGEMENT LLC	History	No change	147,256	13,918	0.02%	0.02%	173	0	0.0%	Q2 2026	Aug 14, 2026
METEORA CAPITAL, LLC	History	No change	146,600	13,856	1.15%	1.15%	174	0	0.0%	Q2 2026	Aug 14, 2026
IFG Advisory, LLC	History	No change	145,355	13,738	0.48%	0.48%	175	0	0.0%	Q2 2026	Aug 13, 2026
Rothschild Wealth LLC	History	No change	142,589	13,477	1.08%	1.08%	176	0	0.0%	Q2 2026	Aug 11, 2026
Equitable Holdings, Inc.	History	No change	140,524	13,282	0.08%	0.08%	177	0	0.0%	Q2 2026	Aug 17, 2026
Boltwood Capital Management	History	Added to	147,239	13,195	2.98%	3.02%	178	+7,954	5.71%	Q3 2026	Oct 02, 2026
Focus Partners Wealth	History	No change	139,211	13,158	0.01%	0.01%	179	0	0.0%	Q2 2026	Aug 12, 2026
NewSquare Capital LLC	History	No change	137,904	13,034	0.96%	0.96%	180	0	0.0%	Q2 2026	Jul 28, 2026
Cascade Financial Partners, LLC	History	No change	134,989	12,759	1.11%	1.11%	181	0	0.0%	Q2 2026	Aug 04, 2026
One Wealth Advisors, LLC	History	No change	134,132	12,678	1.4%	1.4%	182	0	0.0%	Q2 2026	Aug 06, 2026
Tandem Wealth Advisors LLC	History	No change	133,260	12,595	5.01%	5.01%	183	0	0.0%	Q2 2026	Aug 13, 2026
RWA WEALTH PARTNERS, LLC	History	No change	133,235	12,593	0.12%	0.12%	184	0	0.0%	Q2 2026	Aug 07, 2026
Security Financial Services, INC.	History	No change	130,756	12,359	1.71%	1.71%	185	0	0.0%	Q2 2026	Jul 15, 2026
Cornerstone Management, Inc.	History	No change	129,845	12,272	1.77%	1.77%	186	0	0.0%	Q2 2026	Jul 16, 2026
Resona Asset Management Co.,Ltd.	History	No change	128,832	12,177	0.06%	0.06%	187	0	0.0%	Q2 2026	Jul 29, 2026
Kelly Financial Services LLC	History	No change	127,863	12,085	2.59%	2.59%	188	0	0.0%	Q2 2026	Jul 14, 2026
CABOT WEALTH MANAGEMENT INC	History	No change	125,676	11,878	1.21%	1.21%	189	0	0.0%	Q2 2026	Jul 31, 2026
JT Stratford LLC	History	No change	125,397	11,852	1.3%	1.3%	190	0	0.0%	Q2 2026	Aug 14, 2026
AAFMAA Wealth Management & Trust LLC	History	No change	123,856	11,706	4.09%	4.09%	191	0	0.0%	Q2 2026	Jul 08, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	No change	123,750	11,696	0.19%	0.19%	192	0	0.0%	Q2 2026	Jul 28, 2026
Tradewinds Capital Management, LLC	History	No change	122,869	11,613	2.06%	2.06%	193	0	0.0%	Q2 2026	Jul 23, 2026
Westover Capital Advisors, LLC	History	No change	122,526	11,581	1.92%	1.92%	194	0	0.0%	Q2 2026	Aug 04, 2026
Perigon Wealth Management, LLC	History	No change	120,521	11,391	0.18%	0.18%	195	0	0.0%	Q2 2026	Aug 07, 2026
Orion Porfolio Solutions, LLC	History	No change	118,840	11,232	0.09%	0.09%	196	0	0.0%	Q2 2026	Aug 14, 2026
SEEDS INVESTOR LLC	History	No change	117,931	11,146	1.15%	1.15%	197	0	0.0%	Q2 2026	Aug 12, 2026
Smith Salley Wealth Management	History	No change	115,609	10,927	0.47%	0.47%	198	0	0.0%	Q2 2026	Jul 23, 2026
Beacon Bridge Wealth Partners, LLC	History	No change	115,183	10,887	3.1%	3.1%	199	0	0.0%	Q2 2026	Aug 05, 2026
THEORY FINANCIAL LLC	History	No change	114,412	10,814	3.41%	3.41%	200	0	0.0%	Q2 2026	Jul 31, 2026
Private Advisor Group, LLC	History	No change	113,854	10,761	0.05%	0.05%	201	0	0.0%	Q2 2026	Jul 27, 2026
Shelter Mutual Insurance Co	History	No change	113,212	10,700	2.26%	2.26%	202	0	0.0%	Q2 2026	Aug 11, 2026
EverSource Wealth Advisors, LLC	History	No change	111,311	10,521	0.35%	0.35%	203	0	0.0%	Q2 2026	Jul 24, 2026
World Investment Advisors	History	No change	110,380	10,460	0.17%	0.17%	204	0	0.0%	Q2 2026	Aug 13, 2026
FDx Advisors, Inc.	History	No change	107,539	10,165	3.06%	3.06%	205	0	0.0%	Q2 2026	Aug 04, 2026
TSA Wealth Managment LLC	History	No change	107,043	10,117	2.86%	2.86%	206	0	0.0%	Q2 2026	Aug 03, 2026
Pictet Asset Management Holding SA	History	No change	106,000	10,019	0.01%	0.01%	207	0	0.0%	Q2 2026	Jul 30, 2026
Concurrent Investment Advisors, LLC	History	No change	105,404	9,962	0.08%	0.08%	208	0	0.0%	Q2 2026	Jul 27, 2026
Kestra Advisory Services, LLC	History	No change	104,693	9,895	0.03%	0.03%	209	0	0.0%	Q2 2026	Jul 28, 2026
BEACON FINANCIAL GROUP	History	No change	102,913	9,727	0.88%	0.88%	210	0	0.0%	Q2 2026	Jul 16, 2026
JANE STREET GROUP, LLC	History	No change	102,125	9,652	0.0%	0.0%	211	0	0.0%	Q2 2026	Aug 14, 2026
CIM, LLC	History	No change	100,910	9,538	1.23%	1.23%	212	0	0.0%	Q2 2026	Aug 13, 2026
Hilltop Holdings Inc.	History	No change	100,451	9,494	0.74%	0.74%	213	0	0.0%	Q2 2026	Aug 13, 2026
Smartleaf Asset Management LLC	History	No change	97,805	9,288	0.3%	0.3%	214	0	0.0%	Q2 2026	Aug 12, 2026
Scarborough Advisors, LLC	History	No change	97,805	9,231	1.06%	1.06%	215	0	0.0%	Q2 2026	Jul 21, 2026
Pettinga Financial Advisors LLC	History	No change	97,063	9,174	1.47%	1.47%	216	0	0.0%	Q2 2026	Jul 09, 2026
Quadrature Capital Ltd	History	No change	97,049	9,173	0.08%	0.08%	217	0	0.0%	Q2 2026	Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	96,725	9,142	0.0%	0.0%	218	0	0.0%	Q2 2026	Aug 12, 2026
Creative Planning	History	No change	95,988	9,072	0.01%	0.01%	219	0	0.0%	Q2 2026	Aug 13, 2026
Ameraudi Asset Management, Inc.	History	No change	94,349	8,917	4.04%	4.04%	220	0	0.0%	Q2 2026	Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC	History	No change	93,988	8,883	0.01%	0.01%	221	0	0.0%	Q2 2026	Aug 13, 2026
Aureum Wealth Management, LLC	History	No change	93,670	8,853	5.49%	5.49%	222	0	0.0%	Q2 2026	Jul 22, 2026
HARBOUR INVESTMENTS, INC.	History	No change	91,708	8,668	0.12%	0.12%	223	0	0.0%	Q2 2026	Aug 12, 2026
Regal Investment Advisors LLC	History	No change	90,635	8,566	0.44%	0.44%	224	0	0.0%	Q2 2026	Aug 14, 2026
Procyon Advisors, LLC	History	No change	89,832	8,490	0.37%	0.37%	225	0	0.0%	Q2 2026	Jul 09, 2026
Invst, LLC	History	No change	88,909	8,403	0.82%	0.82%	226	0	0.0%	Q2 2026	Aug 14, 2026
PAX Financial Group, LLC	History	No change	86,816	8,205	1.22%	1.22%	227	0	0.0%	Q2 2026	Aug 05, 2026
Elevated Financial Group LLC	History	No change	85,206	8,053	2.21%	2.21%	228	0	0.0%	Q2 2026	Jul 22, 2026
Darwin Wealth Management, LLC	History	No change	84,918	8,026	2.2%	2.2%	229	0	0.0%	Q2 2026	Jul 21, 2026
Johnson Financial Group, Inc.	History	No change	83,092	7,853	0.26%	0.26%	230	0	0.0%	Q2 2026	Aug 10, 2026
Capital Analysts, LLC	History	No change	82,871	7,833	0.18%	0.18%	231	0	0.0%	Q2 2026	Aug 05, 2026
Keebeck Wealth Management	History	No change	81,550	7,708	0.75%	0.75%	232	0	0.0%	Q2 2026	Aug 11, 2026
SIMA Wealth Partners, LLC	History	No change	81,410	7,694	5.45%	5.45%	233	0	0.0%	Q2 2026	Jul 28, 2026
JMAC ENTERPRISES LLC	History	No change	81,180	7,673	1.29%	1.29%	234	0	0.0%	Q2 2026	Jul 28, 2026
Advisors Preferred, LLC	History	No change	81,276	7,650	1.18%	1.18%	235	0	0.0%	Q2 2026	Aug 11, 2026
Shepherd Financial Partners LLC	History	No change	80,672	7,625	0.63%	0.63%	236	0	0.0%	Q2 2026	Aug 10, 2026
LEUTHOLD GROUP, LLC	History	No change	80,658	7,623	0.77%	0.77%	237	0	0.0%	Q2 2026	Aug 04, 2026
SAX WEALTH ADVISORS, LLC	History	No change	79,719	7,569	0.31%	0.31%	238	0	0.0%	Q2 2026	Jul 09, 2026
Blankinship & Foster, LLC	History	No change	79,582	7,522	1.52%	1.52%	239	0	0.0%	Q2 2026	Jul 30, 2026
ELEVATION POINT WEALTH PARTNERS, LLC	History	No change	79,532	7,517	0.14%	0.14%	240	0	0.0%	Q2 2026	Aug 12, 2026
Alesco Advisors, LLC, An ESL Co	History	No change	77,967	7,369	0.17%	0.17%	241	0	0.0%	Q2 2026	Aug 05, 2026
Steward Partners Investment Advisory, LLC	History	No change	77,486	7,324	0.04%	0.04%	242	0	0.0%	Q2 2026	Aug 13, 2026
Diversify Advisory Services, LLC	History	No change	78,249	7,306	0.12%	0.12%	243	0	0.0%	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	No change	78,249	7,306	0.12%	0.12%	244	0	0.0%	Q2 2026	Jul 29, 2026
HRT FINANCIAL LP	History	No change	75,512	7,137	0.01%	0.01%	245	0	0.0%	Q2 2026	Aug 14, 2026
Mariner, LLC	History	No change	74,484	7,040	0.01%	0.01%	246	0	0.0%	Q2 2026	Aug 13, 2026
Ashton Thomas Private Wealth, LLC	History	No change	74,289	7,021	0.15%	0.15%	247	0	0.0%	Q2 2026	Jul 29, 2026
Sovran Advisors, LLC	History	No change	74,622	6,989	0.52%	0.52%	248	0	0.0%	Q2 2026	Jul 29, 2026
Legacy Financial Group LLC	History	No change	73,512	6,948	0.78%	0.78%	249	0	0.0%	Q2 2026	Aug 05, 2026
BNP PARIBAS FINANCIAL MARKETS	History	No change	73,250	6,923	0.0%	0.0%	250	0	0.0%	Q2 2026	Aug 13, 2026
Prime Capital Investment Advisors, LLC	History	No change	73,225	6,921	0.07%	0.07%	251	0	0.0%	Q2 2026	Aug 05, 2026
Keystone Financial Services	History	No change	73,126	6,911	1.78%	1.78%	252	0	0.0%	Q2 2026	Aug 05, 2026
Fort Point Capital Partners LLC	History	No change	72,994	6,899	0.48%	0.48%	253	0	0.0%	Q2 2026	Aug 14, 2026
Bay Harbor Wealth Management, LLC	History	No change	71,657	6,773	1.56%	1.56%	254	0	0.0%	Q2 2026	Jul 28, 2026
Shared Vision Wealth Group LLC	History	No change	71,299	6,739	2.32%	2.32%	255	0	0.0%	Q2 2026	Jul 31, 2026
COMMERCE BANK	History	No change	70,321	6,646	0.03%	0.03%	256	0	0.0%	Q2 2026	Aug 12, 2026
WEALTH ALLIANCE, LLC	History	No change	70,266	6,641	0.56%	0.56%	257	0	0.0%	Q2 2026	Aug 11, 2026
a16z Perennial Management, L.P.	History	No change	69,775	6,595	0.53%	0.53%	258	0	0.0%	Q2 2026	Jul 24, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	69,406	6,560	0.14%	0.14%	259	0	0.0%	Q2 2026	Jul 17, 2026
Archford Capital Strategies, LLC	History	No change	68,826	6,505	0.66%	0.66%	260	0	0.0%	Q2 2026	Jul 17, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	68,371	6,462	0.01%	0.01%	261	0	0.0%	Q2 2026	Aug 13, 2026
FIRST AMERICAN TRUST, FSB	History	No change	68,021	6,429	0.39%	0.39%	262	0	0.0%	Q2 2026	Aug 10, 2026
BOOTHBAY FUND MANAGEMENT, LLC	History	No change	67,436	6,374	0.08%	0.08%	263	0	0.0%	Q2 2026	Aug 14, 2026
Cobblestone Asset Management LLC	History	No change	67,315	6,362	2.65%	2.65%	264	0	0.0%	Q2 2026	Jul 21, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	65,959	6,254	0.0%	0.0%	265	0	0.0%	Q2 2026	Aug 14, 2026
Winthrop Capital Management, LLC	History	No change	64,433	6,090	1.47%	1.47%	266	0	0.0%	Q2 2026	Aug 13, 2026
Alternative Investment Advisors, LLC.	History	No change	64,070	6,055	2.3%	2.3%	267	0	0.0%	Q2 2026	Aug 31, 2026
Genesis Wealth Advisors, LLC	History	No change	63,935	6,043	3.61%	3.61%	268	0	0.0%	Q2 2026	Aug 07, 2026
MMA ASSET MANAGEMENT LLC	History	No change	63,833	6,033	1.92%	1.92%	269	0	0.0%	Q2 2026	Aug 04, 2026
Signal Advisors Wealth, LLC	History	No change	63,652	6,016	0.3%	0.3%	270	0	0.0%	Q2 2026	Aug 04, 2026
Knights of Columbus Asset Advisors LLC	History	No change	62,949	5,949	0.3%	0.3%	271	0	0.0%	Q2 2026	Jul 31, 2026
CITIGROUP INC	History	No change	62,874	5,942	0.0%	0.0%	272	0	0.0%	Q2 2026	Aug 03, 2026
FOSTER & MOTLEY INC	History	No change	61,450	5,808	0.27%	0.27%	273	0	0.0%	Q2 2026	Aug 07, 2026
Cypress Wealth Services, LLC	History	No change	61,414	5,804	0.71%	0.71%	274	0	0.0%	Q2 2026	Jul 10, 2026
Betterment LLC	History	No change	60,424	5,711	0.01%	0.01%	275	0	0.0%	Q2 2026	Aug 14, 2026
Simplicity Wealth,LLC	History	No change	59,911	5,662	0.19%	0.19%	276	0	0.0%	Q2 2026	Aug 06, 2026
Mayflower Financial Advisors, LLC	History	No change	58,730	5,551	0.48%	0.48%	277	0	0.0%	Q2 2026	Jul 09, 2026
LIBERTY WEALTH MANAGEMENT LLC	History	No change	58,020	5,509	0.69%	0.69%	278	0	0.0%	Q2 2026	Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	58,028	5,484	0.01%	0.01%	279	0	0.0%	Q2 2026	Aug 19, 2026
Advisory Services Network, LLC	History	No change	57,722	5,455	0.06%	0.06%	280	0	0.0%	Q2 2026	Aug 12, 2026
CORE WEALTH ADVISORS, LLC	History	No change	57,683	5,452	4.02%	4.02%	281	0	0.0%	Q2 2026	Aug 04, 2026
Traveka Wealth, LLC	History	No change	57,586	5,443	1.81%	1.81%	282	0	0.0%	Q2 2026	Jul 21, 2026
International Private Wealth Advisors LLC	History	No change	56,994	5,387	2.77%	2.77%	283	0	0.0%	Q2 2026	Aug 07, 2026
McNaughton Wealth Management, LLC	History	Reduced	59,347	5,318	1.86%	2.36%	284	-10,850	-15.46%	Q3 2026	Oct 08, 2026
OPPENHEIMER ASSET MANAGEMENT INC.	History	No change	56,224	5,314	0.06%	0.06%	285	0	0.0%	Q2 2026	Aug 03, 2026
Farther Finance Advisors, LLC	History	Reduced	58,541	5,246	0.04%	0.08%	286	-56,102	-48.94%	Q3 2026	Oct 08, 2026
CLIENT 1ST ADVISORY GROUP, LLC	History	No change	54,539	5,155	1.34%	1.34%	287	0	0.0%	Q2 2026	Jul 13, 2026
Advus Financial Partners, LLC	History	No change	53,956	5,099	1.45%	1.45%	288	0	0.0%	Q2 2026	Oct 02, 2026
Monument Capital Management	History	Added to	56,820	5,092	1.06%	1.0%	289	+4,240	8.06%	Q3 2026	Oct 08, 2026
FIRST CITIZENS BANK & TRUST CO	History	No change	53,441	5,051	0.08%	0.08%	290	0	0.0%	Q2 2026	Jul 13, 2026
ALLSTATE CORP	History	No change	52,648	4,976	0.05%	0.05%	291	0	0.0%	Q2 2026	Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	No change	52,467	4,959	0.09%	0.09%	292	0	0.0%	Q2 2026	Jul 15, 2026
ENDEAVOR PRIVATE WEALTH, INC.	History	No change	52,378	4,950	1.2%	1.2%	293	0	0.0%	Q2 2026	Aug 14, 2026
Columbus Macro, LLC	History	No change	52,125	4,926	0.48%	0.48%	294	0	0.0%	Q2 2026	Jul 22, 2026
WBH ADVISORY INC	History	No change	52,017	4,916	0.33%	0.33%	295	0	0.0%	Q2 2026	Aug 05, 2026
Inspire Advisors, LLC	History	No change	51,565	4,873	0.34%	0.34%	296	0	0.0%	Q2 2026	Aug 13, 2026
WCG Wealth Advisors LLC	History	No change	51,021	4,822	0.11%	0.11%	297	0	0.0%	Q2 2026	Aug 14, 2026
UNIVEST FINANCIAL Corp	History	No change	50,634	4,785	0.23%	0.23%	298	0	0.0%	Q2 2026	Aug 07, 2026
Brucke Financial, Inc.	History	No change	50,145	4,739	2.11%	2.11%	299	0	0.0%	Q2 2026	Jul 21, 2026
Essential Planning, LLC.	History	No change	49,158	4,646	1.31%	1.31%	300	0	0.0%	Q2 2026	Aug 03, 2026
ALTERNA WEALTH MANAGEMENT, INC	History	No change	49,102	4,641	2.66%	2.66%	301	0	0.0%	Q2 2026	Jul 15, 2026
Focus Financial Network, Inc.	History	No change	49,056	4,636	0.14%	0.14%	302	0	0.0%	Q2 2026	Jul 09, 2026
Founders Financial Alliance, LLC	History	No change	48,826	4,615	0.61%	0.61%	303	0	0.0%	Q2 2026	Aug 04, 2026
CHOREO, LLC	History	No change	48,476	4,582	0.05%	0.05%	304	0	0.0%	Q2 2026	Aug 04, 2026
Apollon Wealth Management, LLC	History	No change	48,280	4,563	0.06%	0.06%	305	0	0.0%	Q2 2026	Jul 22, 2026
Csenge Advisory Group	History	No change	48,249	4,560	0.18%	0.18%	306	0	0.0%	Q2 2026	Aug 10, 2026
Daviman Financial, LLC	History	No change	48,250	4,560	2.52%	2.52%	307	0	0.0%	Q2 2026	Jul 24, 2026
Retirement Systems of Alabama	History	No change	47,805	4,518	0.01%	0.01%	308	0	0.0%	Q2 2026	Jul 28, 2026
Chatterton & Associates Inc.	History	No change	47,855	4,489	2.64%	2.64%	309	0	0.0%	Q2 2026	Jul 14, 2026
CI INVESTMENTS INC.	History	No change	47,247	4,465	0.01%	0.01%	310	0	0.0%	Q2 2026	Aug 13, 2026
Insight Wealth Strategies, LLC	History	Added to	49,492	4,435	0.44%	0.44%	311	+1,577	3.29%	Q3 2026	Oct 09, 2026
Van Hulzen Asset Management, LLC	History	No change	45,661	4,315	0.31%	0.31%	312	0	0.0%	Q2 2026	Aug 13, 2026
Belpointe Asset Management LLC	History	No change	45,045	4,257	0.14%	0.14%	313	0	0.0%	Q2 2026	Jul 31, 2026
Cornerstone Planning Group LLC	History	No change	44,293	4,125	0.52%	0.52%	314	0	0.0%	Q2 2026	Jul 29, 2026
Independent Advisor Alliance	History	No change	43,460	4,107	0.1%	0.1%	315	0	0.0%	Q2 2026	Aug 12, 2026
Gateway Wealth Partners, LLC	History	No change	43,302	4,092	0.25%	0.25%	316	0	0.0%	Q2 2026	Aug 04, 2026
Atlatl Advisers LLC	History	No change	43,008	4,065	0.97%	0.97%	317	0	0.0%	Q2 2026	Jul 22, 2026
Hexagon Capital Partners LLC	History	No change	42,978	4,062	0.57%	0.57%	318	0	0.0%	Q2 2026	Aug 06, 2026
Bigelow Investment Advisors, LLC	History	No change	42,212	3,989	1.44%	1.44%	319	0	0.0%	Q2 2026	Jul 30, 2026
JGP Wealth Management, LLC	History	No change	41,797	3,950	0.35%	0.35%	320	0	0.0%	Q2 2026	Jul 07, 2026
PROFFITT & GOODSON INC	History	No change	41,140	3,888	0.53%	0.53%	321	0	0.0%	Q2 2026	Jul 22, 2026
NAPLES GLOBAL ADVISORS, LLC	History	No change	40,867	3,862	0.24%	0.24%	322	0	0.0%	Q2 2026	Jul 23, 2026
Liberty Atlantic Advisors LLC	History	No change	40,494	3,827	2.75%	2.75%	323	0	0.0%	Q2 2026	Jul 21, 2026
WealthShield Partners, LLC	History	No change	40,370	3,815	0.58%	0.58%	324	0	0.0%	Q2 2026	Aug 12, 2026
Integrated Advisors Network LLC	History	No change	40,348	3,813	0.18%	0.18%	325	0	0.0%	Q2 2026	Aug 11, 2026
Sachetta, LLC	History	No change	40,261	3,805	1.85%	1.85%	326	0	0.0%	Q2 2026	Jul 15, 2026
Avanda Investment Management Pte. Ltd.	History	No change	40,000	3,780	1.26%	1.26%	327	0	0.0%	Q2 2026	Aug 11, 2026
Range Financial Group LLC	History	No change	39,602	3,743	1.02%	1.02%	328	0	0.0%	Q2 2026	Jul 15, 2026
D L CARLSON INVESTMENT GROUP INC	History	No change	39,525	3,735	0.59%	0.59%	329	0	0.0%	Q2 2026	Aug 11, 2026
Hoxton Planning & Management, LLC	History	No change	39,498	3,733	0.97%	0.97%	330	0	0.0%	Q2 2026	Jul 16, 2026
Fermata Advisors, LLC	History	No change	39,468	3,730	0.75%	0.75%	331	0	0.0%	Q2 2026	Jul 07, 2026
Jacobi Capital Management LLC	History	No change	39,383	3,722	0.18%	0.18%	332	0	0.0%	Q2 2026	Jul 31, 2026
Intrua Financial, LLC	History	No change	39,280	3,712	0.34%	0.34%	333	0	0.0%	Q2 2026	Jul 24, 2026
Trivium Point Advisory, LLC	History	No change	39,249	3,709	0.34%	0.34%	334	0	0.0%	Q2 2026	Aug 06, 2026
ASHTON THOMAS SECURITIES, LLC	History	No change	39,112	3,696	0.55%	0.55%	335	0	0.0%	Q2 2026	Jul 27, 2026
MGO ONE SEVEN LLC	History	No change	39,024	3,688	0.06%	0.06%	336	0	0.0%	Q2 2026	Jul 31, 2026
Integrity Advisory Solutions, LLC	History	No change	38,894	3,676	0.38%	0.38%	337	0	0.0%	Q2 2026	Jul 31, 2026
VestGen Advisors, LLC	History	No change	38,781	3,665	0.11%	0.11%	338	0	0.0%	Q2 2026	Aug 11, 2026
Mutual Advisors, LLC	History	No change	38,469	3,636	0.07%	0.07%	339	0	0.0%	Q2 2026	Aug 14, 2026
VAQUERO PRIVATE WEALTH, LTD	History	No change	37,444	3,539	0.73%	0.73%	340	0	0.0%	Q2 2026	Jul 17, 2026
WESPAC Advisors SoCal, LLC	History	No change	37,134	3,509	0.63%	0.63%	341	0	0.0%	Q2 2026	Jul 16, 2026
Voya Financial Advisors, Inc.	History	No change	36,816	3,496	0.31%	0.31%	342	0	0.0%	Q2 2026	Aug 12, 2026
GTS FINANCIAL, LLC	History	No change	36,079	3,387	2.47%	2.47%	343	0	0.0%	Q2 2026	Aug 14, 2026
TME FINANCIAL, INC.	History	No change	35,656	3,370	2.08%	2.08%	344	0	0.0%	Q2 2026	Jul 23, 2026
Waverly Advisors, LLC	History	No change	35,252	3,332	0.02%	0.02%	345	0	0.0%	Q2 2026	Aug 14, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC	History	No change	34,835	3,292	0.93%	0.93%	346	0	0.0%	Q2 2026	Jul 24, 2026
BRIAN LOW FINANCIAL GROUP, LLC	History	No change	34,669	3,276	1.91%	1.91%	347	0	0.0%	Q2 2026	Jul 28, 2026
BENJAMIN EDWARDS INC	History	No change	34,643	3,274	0.03%	0.03%	348	0	0.0%	Q2 2026	Jul 24, 2026
Centennial Wealth Advisory LLC	History	No change	34,392	3,250	0.7%	0.7%	349	0	0.0%	Q2 2026	Jul 13, 2026
Snowden Capital Advisors LLC	History	No change	34,390	3,250	0.08%	0.08%	350	0	0.0%	Q2 2026	Aug 13, 2026
Sunesis Advisors, LLC	History	No change	34,314	3,243	1.34%	1.34%	351	0	0.0%	Q2 2026	Jul 10, 2026
Centurion Wealth Management LLC	History	No change	34,280	3,240	0.77%	0.77%	352	0	0.0%	Q2 2026	Jul 09, 2026
RESOLUTE WEALTH ADVISOR, INC.	History	No change	33,935	3,222	1.83%	1.83%	353	0	0.0%	Q2 2026	Aug 19, 2026
PATTEN & PATTEN INC/TN	History	No change	33,680	3,183	0.17%	0.17%	354	0	0.0%	Q2 2026	Aug 05, 2026
5T Wealth, LLC	History	No change	33,659	3,181	1.18%	1.18%	355	0	0.0%	Q2 2026	Jul 21, 2026
Redwood Investment Management, LLC	History	No change	33,114	3,130	0.31%	0.31%	356	0	0.0%	Q2 2026	Aug 14, 2026
Stratos Wealth Partners, LTD.	History	No change	33,090	3,127	0.03%	0.03%	357	0	0.0%	Q2 2026	Aug 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	No change	32,764	3,096	0.12%	0.12%	358	0	0.0%	Q2 2026	Jul 22, 2026
Range Advisory, LLC	History	No change	32,300	3,053	0.36%	0.36%	359	0	0.0%	Q2 2026	Sep 02, 2026
Strategic Blueprint, LLC	History	No change	32,280	3,051	0.15%	0.15%	360	0	0.0%	Q2 2026	Jul 23, 2026
OpenArc Corporate Advisory, LLC	History	No change	32,186	3,042	0.04%	0.04%	361	0	0.0%	Q2 2026	Aug 05, 2026
SWMG, LLC	History	No change	32,262	3,022	0.71%	0.71%	362	0	0.0%	Q2 2026	Jul 15, 2026
ArborFi Advisors, LLC	History	No change	31,928	3,017	2.19%	2.19%	363	0	0.0%	Q2 2026	Aug 06, 2026
VERUS CAPITAL PARTNERS, LLC	History	No change	31,749	3,000	0.16%	0.16%	364	0	0.0%	Q2 2026	Aug 06, 2026
NICOLET BANKSHARES INC	History	No change	31,253	2,952	0.09%	0.09%	365	0	0.0%	Q2 2026	Aug 11, 2026
CITIZENS & NORTHERN CORP	History	No change	31,118	2,941	0.67%	0.67%	366	0	0.0%	Q2 2026	Jul 17, 2026
TWIN PEAKS WEALTH ADVISORS, LLC	History	No change	30,941	2,924	0.66%	0.66%	367	0	0.0%	Q2 2026	Aug 13, 2026
Advisory Solutions Group, LLC	History	No change	30,454	2,878	0.98%	0.98%	368	0	0.0%	Q2 2026	Jul 29, 2026
JAMES INVESTMENT RESEARCH, INC.	History	No change	30,175	2,852	0.29%	0.29%	369	0	0.0%	Q2 2026	Jul 24, 2026
ARQ WEALTH ADVISORS, LLC	History	No change	30,582	2,848	0.35%	0.35%	370	0	0.0%	Q2 2026	Jul 24, 2026
Arkadios Wealth Advisors	History	No change	29,845	2,820	0.04%	0.04%	371	0	0.0%	Q2 2026	Aug 10, 2026
CHESAPEAKE CAPITAL CORP /IL/	History	No change	29,567	2,794	1.47%	1.47%	372	0	0.0%	Q2 2026	Jul 29, 2026
Tidal Investments LLC	History	No change	29,567	2,784	0.0%	0.0%	373	0	0.0%	Q2 2026	Aug 13, 2026
Tradition Wealth Management, LLC	History	No change	29,046	2,745	0.17%	0.17%	374	0	0.0%	Q2 2026	Aug 11, 2026
Western Wealth Management, LLC	History	No change	28,860	2,727	0.09%	0.09%	375	0	0.0%	Q2 2026	Aug 14, 2026
Sierra Capital LLC	History	No change	28,777	2,727	0.26%	0.26%	376	0	0.0%	Q2 2026	Aug 13, 2026
PRIVATE TRUST CO NA	History	No change	28,228	2,668	0.21%	0.21%	377	0	0.0%	Q2 2026	Jul 28, 2026
HSBC HOLDINGS PLC	History	No change	27,957	2,642	0.0%	0.0%	378	0	0.0%	Q2 2026	Aug 14, 2026
DB Fitzpatrick & Co, Inc	History	No change	27,957	2,642	2.14%	2.14%	379	0	0.0%	Q2 2026	Jul 16, 2026
LifePlan Investment Advisors, Inc.	History	No change	27,229	2,573	0.89%	0.89%	380	0	0.0%	Q2 2026	Aug 11, 2026
J.W. COLE ADVISORS, INC.	History	No change	27,189	2,569	0.04%	0.04%	381	0	0.0%	Q2 2026	Jul 21, 2026
TritonPoint Partners, LLC	History	No change	27,131	2,564	0.21%	0.21%	382	0	0.0%	Q2 2026	Aug 13, 2026
Dorsey & Whitney Trust CO LLC	History	No change	27,089	2,560	0.12%	0.12%	383	0	0.0%	Q2 2026	Aug 14, 2026
EP Wealth Advisors, LLC	History	No change	27,058	2,557	0.01%	0.01%	384	0	0.0%	Q2 2026	Aug 11, 2026
Barnes Wealth Management Group, Inc	History	No change	26,995	2,551	1.18%	1.18%	385	0	0.0%	Q2 2026	Jul 24, 2026
Trajan Wealth LLC	History	No change	26,726	2,526	0.1%	0.1%	386	0	0.0%	Q2 2026	Aug 13, 2026
LIFELONG WEALTH ADVISORS, INC.	History	No change	26,681	2,521	0.59%	0.59%	387	0	0.0%	Q2 2026	Jul 16, 2026
Aptus Capital Advisors, LLC	History	No change	26,592	2,513	0.02%	0.02%	388	0	0.0%	Q2 2026	Aug 12, 2026
Pure Financial Advisors, LLC	History	No change	26,456	2,500	0.03%	0.03%	389	0	0.0%	Q2 2026	Aug 14, 2026
Braun-Bostich & Associates Inc.	History	No change	26,356	2,491	1.39%	1.39%	390	0	0.0%	Q2 2026	Jul 24, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	No change	26,266	2,482	0.09%	0.09%	391	0	0.0%	Q2 2026	Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC	History	No change	26,247	2,480	0.25%	0.25%	392	0	0.0%	Q2 2026	Jul 16, 2026
Bestgate Wealth Advisors, LLC	History	No change	26,179	2,474	3.94%	3.94%	393	0	0.0%	Q2 2026	Jul 29, 2026
DecisionMap Wealth Management, LLC	History	No change	26,011	2,458	1.38%	1.38%	394	0	0.0%	Q2 2026	Jul 21, 2026
Midwest Trust Co	History	No change	25,989	2,456	0.03%	0.03%	395	0	0.0%	Q2 2026	Aug 04, 2026
Yukon Wealth Management, Inc.	History	No change	25,971	2,454	0.7%	0.7%	396	0	0.0%	Q2 2026	Aug 14, 2026
Qube Research & Technologies Ltd	History	No change	25,870	2,445	0.0%	0.0%	397	0	0.0%	Q2 2026	Aug 14, 2026
D.A. DAVIDSON & CO.	History	No change	25,686	2,427	0.01%	0.01%	398	0	0.0%	Q2 2026	Jul 24, 2026
Compass Financial Group, Inc.	History	No change	25,641	2,423	1.02%	1.02%	399	0	0.0%	Q2 2026	Aug 04, 2026
May Hill Capital, LLC	History	No change	25,235	2,385	0.5%	0.5%	400	0	0.0%	Q2 2026	Aug 07, 2026
Balefire, LLC	History	Added to	26,435	2,369	0.37%	0.3%	401	+7,179	37.28%	Q3 2026	Oct 09, 2026
MA Private Wealth	History	No change	24,908	2,354	0.35%	0.35%	402	0	0.0%	Q2 2026	Jul 28, 2026
Venture Visionary Partners LLC	History	Reduced	26,263	2,353	0.06%	0.09%	403	-7,523	-22.27%	Q3 2026	Oct 07, 2026
Intelligence Driven Advisers, LLC	History	Added to	26,218	2,349	0.41%	0.23%	404	+11,473	77.81%	Q3 2026	Oct 09, 2026
Sovereign Investment Advisors, LLC	History	No change	24,800	2,344	0.44%	0.44%	405	0	0.0%	Q2 2026	Aug 14, 2026
Brookwood Investment Group LLC	History	No change	24,739	2,338	0.26%	0.26%	406	0	0.0%	Q2 2026	Jul 23, 2026
MATHER GROUP, LLC.	History	No change	24,472	2,313	0.02%	0.02%	407	0	0.0%	Q2 2026	Jul 27, 2026
ShoreHaven Wealth Partners, LLC	History	No change	24,455	2,311	0.73%	0.73%	408	0	0.0%	Q2 2026	Jul 14, 2026
Laird Norton Wetherby Trust Company, LLC	History	No change	24,266	2,293	0.04%	0.04%	409	0	0.0%	Q2 2026	Aug 14, 2026
Community Bank, N.A.	History	No change	23,997	2,268	0.24%	0.24%	410	0	0.0%	Q2 2026	Aug 13, 2026
Pinnacle Financial Partners, Inc.	History	No change	23,809	2,250	0.02%	0.02%	411	0	0.0%	Q2 2026	Aug 14, 2026
Compass Financial Group, Inc. (Ohio)	History	No change	23,555	2,226	1.49%	1.49%	412	0	0.0%	Q2 2026	Aug 12, 2026
L & S Advisors Inc	History	No change	23,485	2,219	0.23%	0.23%	413	0	0.0%	Q2 2026	Aug 12, 2026
J.M. Arbour, LLC	History	No change	23,419	2,213	1.91%	1.91%	414	0	0.0%	Q2 2026	Aug 14, 2026
WATERSHED PRIVATE WEALTH LLC	History	No change	23,020	2,175	0.61%	0.61%	415	0	0.0%	Q2 2026	Jul 17, 2026
Soltis Investment Advisors LLC	History	No change	22,791	2,154	0.12%	0.12%	416	0	0.0%	Q2 2026	Jul 31, 2026
IFP Advisors, Inc	History	No change	22,723	2,147	0.04%	0.04%	417	0	0.0%	Q2 2026	Jul 20, 2026
B. Riley Wealth Advisors, Inc.	History	No change	22,530	2,139	0.11%	0.11%	418	0	0.0%	Q2 2026	Jul 14, 2026
Crabel Capital Management, LLC	History	No change	22,633	2,139	1.56%	1.56%	419	0	0.0%	Q2 2026	Aug 13, 2026
WealthPLAN Partners, LLC	History	No change	22,262	2,104	0.4%	0.4%	420	0	0.0%	Q2 2026	Jul 28, 2026
KICKSTAND VENTURES, LLC.	History	No change	22,010	2,080	0.38%	0.38%	421	0	0.0%	Q2 2026	Jul 30, 2026
Frisch Financial Group, Inc.	History	No change	21,806	2,061	0.35%	0.35%	422	0	0.0%	Q2 2026	Aug 14, 2026
Polaris Investment Advisors, LLC	History	No change	21,779	2,058	1.32%	1.32%	423	0	0.0%	Q2 2026	Jul 09, 2026
One Capital Management, LLC	History	No change	21,387	2,030	0.06%	0.06%	424	0	0.0%	Q2 2026	Aug 13, 2026
Sowell Financial Services LLC	History	No change	21,393	2,022	0.07%	0.07%	425	0	0.0%	Q2 2026	Jul 17, 2026
UMB Bank, n.a.	History	No change	21,355	2,018	0.03%	0.03%	426	0	0.0%	Q2 2026	Aug 13, 2026
BCU Wealth Advisors, LLC	History	No change	21,265	2,009	0.67%	0.67%	427	0	0.0%	Q2 2026	Jul 14, 2026
CURTIS WEALTH MANAGEMENT LLC	History	No change	21,227	2,006	1.7%	1.7%	428	0	0.0%	Q2 2026	Aug 03, 2026
Stelac Advisory Services LLC	History	No change	21,192	2,003	0.37%	0.37%	429	0	0.0%	Q2 2026	Aug 10, 2026
Buttonwood Financial Group, LLC	History	No change	21,049	1,989	1.14%	1.14%	430	0	0.0%	Q2 2026	Jul 30, 2026
Trilogy Capital Inc.	History	No change	21,036	1,988	0.08%	0.08%	431	0	0.0%	Q2 2026	Jul 02, 2026
CENTAURUS FINANCIAL, INC.	History	No change	20,834	1,969	0.08%	0.08%	432	0	0.0%	Q2 2026	Aug 17, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC	History	No change	20,792	1,965	0.11%	0.11%	433	0	0.0%	Q2 2026	Aug 14, 2026
Focus Partners Advisor Solutions, LLC	History	No change	20,742	1,960	0.02%	0.02%	434	0	0.0%	Q2 2026	Aug 06, 2026
GUIDANCE CAPITAL, INC	History	No change	20,689	1,939	0.41%	0.41%	435	0	0.0%	Q2 2026	Jul 20, 2026
Capital Investment Advisors, LLC	History	No change	20,315	1,920	0.03%	0.03%	436	0	0.0%	Q2 2026	Aug 06, 2026
Snider Financial Group	History	No change	20,301	1,918	0.49%	0.49%	437	0	0.0%	Q2 2026	Jul 14, 2026
Spectrum Investment Advisors, Inc.	History	No change	20,282	1,917	0.78%	0.78%	438	0	0.0%	Q2 2026	Jul 30, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	No change	20,011	1,891	0.03%	0.03%	439	0	0.0%	Q2 2026	Aug 10, 2026
Tempus Wealth Planning, LLC	History	No change	19,858	1,876	0.37%	0.37%	440	0	0.0%	Q2 2026	Jul 22, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	History	No change	19,758	1,867	0.13%	0.13%	441	0	0.0%	Q2 2026	Jul 24, 2026
RHS Financial, LLC	History	No change	19,636	1,855	0.75%	0.75%	442	0	0.0%	Q2 2026	Aug 07, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	19,528	1,845	0.01%	0.01%	443	0	0.0%	Q2 2026	Aug 12, 2026
Town Capital LLC	History	No change	19,453	1,838	1.17%	1.17%	444	0	0.0%	Q2 2026	Jul 27, 2026
Invariant Investment Management	History	Added to	20,504	1,829	1.06%	1.1%	445	+528	2.64%	Q3 2026	Oct 08, 2026
Payne Capital LLC	History	No change	19,344	1,828	1.52%	1.52%	446	0	0.0%	Q2 2026	Aug 11, 2026
Davis Wealth Advisors, LLC	History	No change	19,296	1,823	1.41%	1.41%	447	0	0.0%	Q2 2026	Aug 14, 2026
BINGHAM PRIVATE WEALTH, LLC	History	No change	18,953	1,791	1.23%	1.23%	448	0	0.0%	Q2 2026	Aug 11, 2026
Proficio Capital Partners LLC	History	No change	18,749	1,772	0.06%	0.06%	449	0	0.0%	Q2 2026	Aug 14, 2026
Scissortail Wealth Management, LLC	History	No change	18,676	1,765	0.34%	0.34%	450	0	0.0%	Q2 2026	Aug 05, 2026
Rosenberg Matthew Hamilton	History	Added to	19,603	1,756	0.31%	0.29%	451	+3,350	20.61%	Q3 2026	Oct 05, 2026
SHEETS SMITH WEALTH MANAGEMENT	History	No change	18,549	1,753	0.18%	0.18%	452	0	0.0%	Q2 2026	Jul 13, 2026
K2 Financial Inc.	History	No change	18,600	1,753	1.24%	1.24%	453	0	0.0%	Q2 2026	Jul 21, 2026
Gen-Wealth Partners Inc	History	No change	18,478	1,746	0.49%	0.49%	454	0	0.0%	Q2 2026	Aug 10, 2026
STRATEGY ASSET MANAGERS LLC	History	No change	18,197	1,719	0.26%	0.26%	455	0	0.0%	Q2 2026	Aug 14, 2026
JFS WEALTH ADVISORS, LLC	History	No change	18,182	1,718	0.09%	0.09%	456	0	0.0%	Q2 2026	Jul 10, 2026
GUGGENHEIM CAPITAL LLC	History	No change	18,113	1,712	0.01%	0.01%	457	0	0.0%	Q2 2026	Aug 12, 2026
SAPIENT CAPITAL LLC	History	Reduced	19,088	1,710	0.02%	0.03%	458	-2,065	-9.76%	Q3 2026	Oct 08, 2026
Kilter Group LLC	History	No change	18,016	1,702	0.62%	0.62%	459	0	0.0%	Q2 2026	Aug 11, 2026
CreativeOne Wealth, LLC	History	No change	17,934	1,695	0.04%	0.04%	460	0	0.0%	Q2 2026	Aug 13, 2026
Auour Investments LLC	History	No change	17,928	1,694	0.49%	0.49%	461	0	0.0%	Q2 2026	Jul 21, 2026
Two West Capital Advisors LLC	History	No change	17,989	1,683	0.84%	0.84%	462	0	0.0%	Q2 2026	Jul 22, 2026
TD PRIVATE CLIENT WEALTH LLC	History	No change	17,795	1,681	0.03%	0.03%	463	0	0.0%	Q2 2026	Aug 04, 2026
IMA Advisory Services, Inc.	History	No change	17,671	1,670	0.1%	0.1%	464	0	0.0%	Q2 2026	Aug 10, 2026
Capital Investment Management, Inc.	History	No change	17,654	1,668	0.51%	0.51%	465	0	0.0%	Q2 2026	Jul 15, 2026
Portfolio Resources Advisor Group, Inc.	History	No change	17,630	1,666	1.41%	1.41%	466	0	0.0%	Q2 2026	Jul 29, 2026
Compound Planning, Inc.	History	No change	17,579	1,661	0.04%	0.04%	467	0	0.0%	Q2 2026	Aug 04, 2026
ADVISORY RESEARCH INC	History	No change	17,518	1,655	0.17%	0.17%	468	0	0.0%	Q2 2026	Aug 13, 2026
WealthPoint Financial, LLC	History	No change	17,281	1,633	1.19%	1.19%	469	0	0.0%	Q2 2026	Aug 06, 2026
RDA Financial Network	History	No change	17,076	1,614	0.35%	0.35%	470	0	0.0%	Q2 2026	Jul 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	16,784	1,586	0.08%	0.08%	471	0	0.0%	Q2 2026	Jul 28, 2026
Tyche Wealth Partners LLC	History	No change	16,692	1,577	0.22%	0.22%	472	0	0.0%	Q2 2026	Aug 06, 2026
Caitlin John, LLC	History	No change	16,651	1,573	0.86%	0.86%	473	0	0.0%	Q2 2026	Aug 17, 2026
Buck Wealth Strategies, LLC	History	No change	16,585	1,567	0.16%	0.16%	474	0	0.0%	Q2 2026	Jul 30, 2026
Sequoia Financial Advisors, LLC	History	No change	16,573	1,566	0.01%	0.01%	475	0	0.0%	Q2 2026	Jul 17, 2026
BOS Asset Management, LLC	History	Added to	17,426	1,561	0.36%	0.38%	476	+49	0.28%	Q3 2026	Oct 09, 2026
Transamerica Financial Advisors, LLC	History	No change	16,479	1,557	0.13%	0.13%	477	0	0.0%	Q2 2026	Aug 14, 2026
Summit Financial, LLC	History	No change	16,379	1,548	0.02%	0.02%	478	0	0.0%	Q2 2026	Aug 12, 2026
Lakeshore Capital Group, Inc.	History	No change	16,344	1,544	1.14%	1.14%	479	0	0.0%	Q2 2026	Jul 31, 2026
Farmers National Bank	History	No change	16,031	1,515	0.32%	0.32%	480	0	0.0%	Q2 2026	Aug 11, 2026
VOISARD ASSET MANAGEMENT GROUP, INC.	History	No change	15,912	1,503	0.28%	0.28%	481	0	0.0%	Q2 2026	Jul 13, 2026
M1 Capital Management LLC	History	No change	15,776	1,491	0.55%	0.55%	482	0	0.0%	Q2 2026	Aug 11, 2026
Moors & Cabot, Inc.	History	No change	15,589	1,473	0.06%	0.06%	483	0	0.0%	Q2 2026	Aug 10, 2026
Hopwood Nicholas Hunter	History	No change	15,571	1,471	0.4%	0.4%	484	0	0.0%	Q2 2026	Aug 14, 2026
Parallel Advisors, LLC	History	No change	15,538	1,468	0.02%	0.02%	485	0	0.0%	Q2 2026	Aug 05, 2026
Clear Creek Financial Management, LLC	History	No change	15,463	1,461	0.09%	0.09%	486	0	0.0%	Q2 2026	Jul 27, 2026
Arete Wealth Advisors, LLC	History	No change	15,446	1,459	0.1%	0.1%	487	0	0.0%	Q2 2026	Aug 12, 2026
Zinnia Wealth Advisory, LLC	History	No change	15,199	1,436	1.46%	1.46%	488	0	0.0%	Q2 2026	Jul 30, 2026
Edgestream Partners, L.P.	History	No change	14,890	1,407	0.04%	0.04%	489	0	0.0%	Q2 2026	Aug 11, 2026
GHP Investment Advisors, Inc.	History	No change	14,873	1,405	0.05%	0.05%	490	0	0.0%	Q2 2026	Jul 17, 2026
M&T BANK CORP	History	No change	14,864	1,404	0.0%	0.0%	491	0	0.0%	Q2 2026	Aug 04, 2026
Venturi Wealth Management, LLC	History	No change	14,819	1,400	0.05%	0.05%	492	0	0.0%	Q2 2026	Jul 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	No change	14,625	1,382	0.02%	0.02%	493	0	0.0%	Q2 2026	Jul 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	No change	14,518	1,372	0.02%	0.02%	494	0	0.0%	Q2 2026	Aug 13, 2026
Maia Wealth LLC	History	No change	14,500	1,370	0.2%	0.2%	495	0	0.0%	Q2 2026	Jul 28, 2026
Ascentis Wealth Management, LLC	History	No change	14,497	1,370	0.21%	0.21%	496	0	0.0%	Q2 2026	Jul 30, 2026
Cresset Asset Management, LLC	History	No change	14,390	1,360	0.0%	0.0%	497	0	0.0%	Q2 2026	Aug 14, 2026
XY Planning Network, Inc.	History	No change	14,337	1,355	0.17%	0.17%	498	0	0.0%	Q2 2026	Jul 14, 2026
Exit Wealth Advisors, LLC.	History	No change	14,237	1,345	0.61%	0.61%	499	0	0.0%	Q2 2026	Aug 11, 2026
Gotham Asset Management, LLC	History	No change	14,226	1,344	0.0%	0.0%	500	0	0.0%	Q2 2026	Aug 14, 2026
Lido Advisors, LLC	History	No change	14,125	1,335	0.0%	0.0%	501	0	0.0%	Q2 2026	Aug 07, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	History	No change	14,110	1,333	0.36%	0.36%	502	0	0.0%	Q2 2026	Aug 07, 2026
Strive Financial Group ,LLC	History	No change	14,113	1,333	0.58%	0.58%	503	0	0.0%	Q2 2026	Aug 14, 2026
Triad Wealth Partners, LLC	History	No change	14,365	1,331	0.08%	0.08%	504	0	0.0%	Q2 2026	Aug 10, 2026
CHAPMAN FINANCIAL GROUP, LLC	History	No change	14,020	1,325	0.88%	0.88%	505	0	0.0%	Q2 2026	Aug 05, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	13,972	1,320	0.0%	0.0%	506	0	0.0%	Q2 2026	Aug 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC	History	No change	13,756	1,300	0.11%	0.11%	507	0	0.0%	Q2 2026	Jul 27, 2026
PRUDENTIAL FINANCIAL INC	History	No change	13,719	1,296	0.0%	0.0%	508	0	0.0%	Q2 2026	Aug 12, 2026
MSH Capital Advisors LLC	History	No change	13,474	1,273	0.22%	0.22%	509	0	0.0%	Q2 2026	Aug 10, 2026
BROWN ADVISORY INC	History	No change	13,287	1,255	0.0%	0.0%	510	0	0.0%	Q2 2026	Aug 14, 2026
WEDBUSH SECURITIES INC	History	No change	13,175	1,245	0.03%	0.03%	511	0	0.0%	Q2 2026	Jul 28, 2026
Alteri Wealth LLC	History	No change	13,167	1,244	0.34%	0.34%	512	0	0.0%	Q2 2026	Jul 29, 2026
Global Assets Advisory, LLC	History	No change	12,997	1,222	0.27%	0.27%	513	0	0.0%	Q2 2026	Jul 27, 2026
Savvy Advisors, Inc.	History	No change	12,896	1,218	0.03%	0.03%	514	0	0.0%	Q2 2026	Aug 03, 2026
Sigma Planning Corp	History	No change	12,883	1,217	0.03%	0.03%	515	0	0.0%	Q2 2026	Aug 07, 2026
IHT Wealth Management, LLC	History	No change	12,872	1,216	0.03%	0.03%	516	0	0.0%	Q2 2026	Aug 14, 2026
Cyndeo Wealth Partners, LLC	History	No change	12,803	1,210	0.06%	0.06%	517	0	0.0%	Q2 2026	Jul 21, 2026
Rose Capital Advisors LLC	History	No change	12,551	1,186	0.59%	0.59%	518	0	0.0%	Q2 2026	Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	History	No change	12,522	1,183	0.24%	0.24%	519	0	0.0%	Q2 2026	Jul 17, 2026
SAGESPRING WEALTH PARTNERS, LLC	History	No change	12,462	1,177	0.02%	0.02%	520	0	0.0%	Q2 2026	Aug 03, 2026
HighPoint Advisor Group LLC	History	No change	12,446	1,176	0.04%	0.04%	521	0	0.0%	Q2 2026	Aug 05, 2026
BLAIR WILLIAM & CO/IL	History	No change	12,371	1,169	0.0%	0.0%	522	0	0.0%	Q2 2026	Aug 11, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV	History	No change	12,349	1,167	0.26%	0.26%	523	0	0.0%	Q2 2026	Aug 10, 2026
MARIPAU WEALTH MANAGEMENT LLC	History	No change	12,294	1,161	0.41%	0.41%	524	0	0.0%	Q2 2026	Aug 11, 2026
Presidio Capital Management, LLC	History	No change	12,238	1,156	0.29%	0.29%	525	0	0.0%	Q2 2026	Jul 14, 2026
North Forty Two & Co.	History	No change	12,161	1,149	0.98%	0.98%	526	0	0.0%	Q2 2026	Jul 24, 2026
DMC Group, LLC	History	No change	12,123	1,145	0.78%	0.78%	527	0	0.0%	Q2 2026	Jul 28, 2026
PACIFIC FINANCIAL GROUP INC	History	No change	12,084	1,142	0.55%	0.55%	528	0	0.0%	Q2 2026	Aug 13, 2026
Saxony Capital Management, LLC	History	No change	11,959	1,130	0.52%	0.52%	529	0	0.0%	Q2 2026	Jul 15, 2026
CacheTech Inc.	History	No change	11,884	1,123	0.18%	0.18%	530	0	0.0%	Q2 2026	Aug 11, 2026
FIDUCIARY TRUST CO	History	No change	11,857	1,120	0.01%	0.01%	531	0	0.0%	Q2 2026	Aug 13, 2026
Americana Partners, LLC	History	No change	11,684	1,104	0.02%	0.02%	532	0	0.0%	Q2 2026	Aug 05, 2026
Sculati Wealth Management, LLC	History	No change	11,624	1,090	0.36%	0.36%	533	0	0.0%	Q2 2026	Jul 21, 2026
Beacon Capital Management, LLC	History	No change	11,358	1,073	0.16%	0.16%	534	0	0.0%	Q2 2026	Jul 29, 2026
Capital Investment Advisory Services, LLC	History	No change	11,329	1,070	0.07%	0.07%	535	0	0.0%	Q2 2026	Jul 23, 2026
REGIMEN WEALTH, LLC	History	No change	11,236	1,062	0.29%	0.29%	536	0	0.0%	Q2 2026	Aug 05, 2026
Vision Retirement, LLC	History	No change	11,169	1,055	0.26%	0.26%	537	0	0.0%	Q2 2026	Jul 21, 2026
TITLEIST ASSET MANAGEMENT, LLC	History	Reduced	11,770	1,054	0.07%	0.08%	539	-714	-5.72%	Q3 2026	Oct 08, 2026
Connecticut Wealth Management, LLC	History	No change	11,159	1,054	0.04%	0.04%	538	0	0.0%	Q2 2026	Jul 29, 2026
Rossby Financial, LCC	History	No change	11,042	1,043	0.19%	0.19%	540	0	0.0%	Q2 2026	Aug 04, 2026
DAVENPORT & Co LLC	History	No change	10,975	1,037	0.01%	0.01%	541	0	0.0%	Q2 2026	Jul 13, 2026
BIRCH FINANCIAL GROUP, LLC	History	No change	10,945	1,034	0.53%	0.53%	542	0	0.0%	Q2 2026	Jul 15, 2026
EHRLICH FINANCIAL GROUP	History	No change	10,870	1,027	0.53%	0.53%	543	0	0.0%	Q2 2026	Jul 09, 2026
TWO SIGMA SECURITIES, LLC	History	No change	10,782	1,019	0.09%	0.09%	544	0	0.0%	Q2 2026	Aug 14, 2026
Madson Wealth Advisors Inc	History	No change	10,693	1,010	0.69%	0.69%	545	0	0.0%	Q2 2026	Jul 21, 2026
Summit Wealth Group, LLC	History	No change	10,509	993	0.2%	0.2%	546	0	0.0%	Q2 2026	Aug 04, 2026
Acropolis Investment Management, LLC	History	Added to	11,035	988	0.04%	0.0%	547	+9,805	797.15%	Q3 2026	Oct 08, 2026
WealthTrak Capital Management LLC	History	No change	10,411	984	0.65%	0.65%	548	0	0.0%	Q2 2026	Aug 04, 2026
Optivise Advisory Services LLC	History	No change	10,369	980	0.5%	0.5%	549	0	0.0%	Q2 2026	Jul 13, 2026
RFG Advisory, LLC	History	No change	10,349	978	0.02%	0.02%	550	0	0.0%	Q2 2026	Jul 15, 2026
ASL Financial, LLC	History	No change	10,251	968	0.68%	0.68%	551	0	0.0%	Q2 2026	Jul 21, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	10,152	959	0.0%	0.0%	552	0	0.0%	Q2 2026	Aug 14, 2026
Financial Partners Group, Inc	History	No change	10,126	957	0.1%	0.1%	553	0	0.0%	Q2 2026	Jul 23, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC	History	No change	10,087	953	0.24%	0.24%	554	0	0.0%	Q2 2026	Jul 24, 2026
LexAurum Advisors, LLC	History	No change	10,028	947	0.11%	0.11%	555	0	0.0%	Q2 2026	Jul 15, 2026
Cassilly Financial Group LLC	History	Reduced	10,549	945	0.63%	1.92%	556	-17,408	-62.27%	Q3 2026	Oct 07, 2026
LOWE BROCKENBROUGH & CO INC	History	No change	9,972	942	0.04%	0.04%	557	0	0.0%	Q2 2026	Aug 03, 2026
GatePass Capital, LLC	History	No change	9,947	940	0.36%	0.36%	558	0	0.0%	Q2 2026	Jul 30, 2026
Carter Financial Group, INC.	History	No change	9,885	934	0.48%	0.48%	559	0	0.0%	Q2 2026	Jul 30, 2026
Latitude Advisors, LLC	History	No change	9,856	931	0.37%	0.37%	560	0	0.0%	Q2 2026	Jul 27, 2026
OPPENHEIMER & CO INC	History	No change	9,835	929	0.01%	0.01%	561	0	0.0%	Q2 2026	Aug 03, 2026
Diversified Enterprises, LLC	History	No change	9,788	925	0.04%	0.04%	562	0	0.0%	Q2 2026	Jul 31, 2026
Mosley Wealth Management	History	No change	9,632	910	0.29%	0.29%	563	0	0.0%	Q2 2026	Jul 23, 2026
FIRETHORN WEALTH PARTNERS, LLC	History	No change	9,621	909	0.29%	0.29%	564	0	0.0%	Q2 2026	Jul 15, 2026
SUTTON PLACE INVESTORS LLC	History	No change	9,602	907	0.44%	0.44%	565	0	0.0%	Q2 2026	Aug 06, 2026
Montecito Bank & Trust	History	Reduced	10,088	904	0.14%	0.15%	566	-340	-3.26%	Q3 2026	Oct 01, 2026
Savant Capital, LLC	History	No change	9,571	896	0.0%	0.0%	567	0	0.0%	Q2 2026	Aug 10, 2026
Estate Counselors, LLC	History	No change	9,485	896	0.08%	0.08%	568	0	0.0%	Q2 2026	Aug 07, 2026
Beacon Financial Advisory LLC	History	No change	9,478	895	0.18%	0.18%	569	0	0.0%	Q2 2026	Aug 05, 2026
Resurgent Financial Advisors LLC	History	No change	9,471	895	0.25%	0.25%	570	0	0.0%	Q2 2026	Aug 14, 2026
Haverford Trust Co	History	No change	9,451	893	0.01%	0.01%	571	0	0.0%	Q2 2026	Aug 12, 2026
TRANSCEND CAPITAL ADVISORS, LLC	History	No change	9,431	891	0.06%	0.06%	572	0	0.0%	Q2 2026	Aug 04, 2026
Seed Wealth Management, Inc.	History	No change	9,420	890	0.56%	0.56%	573	0	0.0%	Q2 2026	Jul 27, 2026
TRUE BLUE FINANCIAL, LLC	History	No change	9,402	888	0.37%	0.37%	574	0	0.0%	Q2 2026	Jul 17, 2026
Argent Trust Co	History	No change	9,305	879	0.03%	0.03%	575	0	0.0%	Q2 2026	Aug 06, 2026
Perennial Investment Advisors, LLC	History	No change	9,213	870	0.06%	0.06%	576	0	0.0%	Q2 2026	Aug 14, 2026
Carr Financial Group Corp	History	No change	9,180	867	0.2%	0.2%	577	0	0.0%	Q2 2026	Aug 06, 2026
Parkway Wealth Management Group, LLC	History	No change	9,133	863	0.1%	0.1%	578	0	0.0%	Q2 2026	Jul 27, 2026
Aspire Private Capital, LLC	History	No change	9,125	862	0.18%	0.18%	579	0	0.0%	Q2 2026	Jul 15, 2026
Prospera Financial Services Inc	History	No change	9,033	855	0.01%	0.01%	580	0	0.0%	Q2 2026	Jul 15, 2026
Quantinno Capital Management LP	History	No change	8,996	850	0.0%	0.0%	581	0	0.0%	Q2 2026	Aug 13, 2026
BURKE & HERBERT BANK & TRUST CO	History	No change	8,948	845	0.21%	0.21%	582	0	0.0%	Q2 2026	Aug 07, 2026
Spire Wealth Management	History	No change	8,881	839	0.03%	0.03%	583	0	0.0%	Q2 2026	Jul 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	No change	8,867	838	0.02%	0.02%	584	0	0.0%	Q2 2026	Jul 14, 2026
PFG Investments, LLC	History	No change	8,871	838	0.03%	0.03%	585	0	0.0%	Q2 2026	Jul 23, 2026
Greenspring Advisors, LLC	History	No change	8,759	827	0.05%	0.05%	586	0	0.0%	Q2 2026	Aug 11, 2026
Hobbs Wealth Management, LLC	History	No change	8,747	826	0.7%	0.7%	587	0	0.0%	Q2 2026	Aug 06, 2026
ADE, LLC	History	No change	8,729	825	0.35%	0.35%	588	0	0.0%	Q2 2026	Aug 04, 2026
FC Advisory LLC	History	Added to	9,178	822	0.22%	0.22%	590	+201	2.24%	Q3 2026	Oct 05, 2026
Diversified Portfolios, Inc.	History	No change	8,705	822	0.06%	0.06%	589	0	0.0%	Q2 2026	Aug 04, 2026
Clarendon Private LLC	History	No change	8,697	822	0.53%	0.53%	591	0	0.0%	Q2 2026	Jul 22, 2026
NWAM LLC	History	No change	8,580	811	0.04%	0.04%	592	0	0.0%	Q2 2026	Jul 23, 2026
Ausdal Financial Partners, Inc.	History	No change	8,579	810	0.03%	0.03%	593	0	0.0%	Q2 2026	Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC	History	No change	8,528	806	0.12%	0.12%	594	0	0.0%	Q2 2026	Jul 21, 2026
SILVERLAKE WEALTH MANAGEMENT LLC	History	No change	8,476	801	0.15%	0.15%	595	0	0.0%	Q2 2026	Aug 06, 2026
SWS Partners	History	No change	8,470	800	0.17%	0.17%	596	0	0.0%	Q2 2026	Aug 03, 2026
Narus Financial Partners, LLC	History	No change	8,401	794	0.2%	0.2%	597	0	0.0%	Q2 2026	Jul 31, 2026
Layline Advisors, LLC	History	No change	8,387	792	0.71%	0.71%	598	0	0.0%	Q2 2026	Aug 20, 2026
Napier Financial, LLC	History	No change	8,379	791	0.16%	0.16%	599	0	0.0%	Q2 2026	Jul 31, 2026
EFG International AG	History	No change	8,349	789	0.01%	0.01%	600	0	0.0%	Q2 2026	Aug 14, 2026
LightSquare Wealth Management, LLC	History	No change	8,351	789	0.54%	0.54%	601	0	0.0%	Q2 2026	Aug 03, 2026
LongView Wealth Management	History	No change	8,324	786	0.2%	0.2%	602	0	0.0%	Q2 2026	Jul 17, 2026
Adams Wealth Management	History	No change	8,259	780	0.15%	0.15%	603	0	0.0%	Q2 2026	Aug 10, 2026
Florin Court Capital LLP	History	No change	8,200	775	1.27%	1.27%	604	0	0.0%	Q2 2026	Aug 04, 2026
AMERICAN CAPITAL MANAGEMENT INC	History	No change	8,186	773	0.03%	0.03%	605	0	0.0%	Q2 2026	Aug 14, 2026
Cape Investment Advisory, Inc.	History	No change	8,085	764	0.2%	0.2%	606	0	0.0%	Q2 2026	Jul 23, 2026
Hyundai Investments Co., Ltd.	History	No change	8,037	763	0.83%	0.83%	607	0	0.0%	Q2 2026	Aug 14, 2026
United Advisor Group, LLC	History	No change	8,022	758	0.08%	0.08%	608	0	0.0%	Q2 2026	Jul 29, 2026
FLP Wealth Management, LLC	History	No change	8,011	757	1.35%	1.35%	609	0	0.0%	Q2 2026	Jul 28, 2026
Merkkuri Wealth Advisors LLC	History	No change	7,942	750	0.47%	0.47%	610	0	0.0%	Q2 2026	Jul 27, 2026
Advisory Alpha, LLC	History	No change	7,861	743	0.02%	0.02%	611	0	0.0%	Q2 2026	Aug 11, 2026
Pinnacle Bancorp, Inc.	History	No change	7,664	724	0.19%	0.19%	612	0	0.0%	Q2 2026	Jul 28, 2026
Continuum Advisory, LLC	History	No change	7,655	723	0.06%	0.06%	613	0	0.0%	Q2 2026	Aug 06, 2026
Legacy Wealth Partners, LLC	History	No change	7,640	722	0.16%	0.16%	614	0	0.0%	Q2 2026	Jul 22, 2026
Gladstone Institutional Advisory LLC	History	No change	7,577	716	0.02%	0.02%	615	0	0.0%	Q2 2026	Jul 27, 2026
Balance Wealth Partners LLC	History	No change	7,579	716	0.19%	0.19%	616	0	0.0%	Q2 2026	Jul 21, 2026
Legacy Edge Advisors, LLC	History	No change	7,553	713	0.07%	0.07%	617	0	0.0%	Q2 2026	Aug 11, 2026
F/m Investments LLC	History	No change	7,537	712	0.04%	0.04%	618	0	0.0%	Q2 2026	Aug 05, 2026
ZENITH SOLUTIONS, INC.	History	No change	7,536	712	0.65%	0.65%	619	0	0.0%	Q2 2026	Aug 03, 2026
Central Pacific Bank - Trust Division	History	Added to	7,941	711	0.07%	0.08%	621	+67	0.85%	Q3 2026	Oct 05, 2026
180 WEALTH ADVISORS, LLC	History	No change	7,527	711	0.07%	0.07%	620	0	0.0%	Q2 2026	Jul 07, 2026
Advyzon Investment Management, LLC	History	No change	7,505	709	0.05%	0.05%	622	0	0.0%	Q2 2026	Aug 14, 2026
Heritage Family Offices, LLP	History	No change	7,494	708	0.27%	0.27%	623	0	0.0%	Q2 2026	Jul 29, 2026
Pacific Excel Wealth Advisors, Inc.	History	No change	7,494	708	0.27%	0.27%	624	0	0.0%	Q2 2026	Jul 06, 2026
Trinity Wealth Management, LLC	History	No change	7,381	697	0.22%	0.22%	625	0	0.0%	Q2 2026	Jul 07, 2026
Sovereign Financial Group, Inc.	History	No change	7,364	696	0.11%	0.11%	626	0	0.0%	Q2 2026	Jul 24, 2026
IFS Group,LLC	History	No change	7,255	685	0.94%	0.94%	627	0	0.0%	Q2 2026	Jul 23, 2026
W ADVISORS, LLC	History	No change	7,194	679	0.31%	0.31%	628	0	0.0%	Q2 2026	Jul 31, 2026
Cooper Financial Group	History	Reduced	7,492	671	0.05%	0.06%	629	-90	-1.19%	Q3 2026	Oct 07, 2026
Spectrum Planning & Advisory Services Inc.	History	No change	7,091	670	0.3%	0.3%	630	0	0.0%	Q2 2026	Jul 14, 2026
Meiji Yasuda Asset Management Co Ltd.	History	No change	7,029	664	0.03%	0.03%	631	0	0.0%	Q2 2026	Aug 12, 2026
Magnolia Private Wealth, LLC	History	No change	7,010	662	0.36%	0.36%	632	0	0.0%	Q2 2026	Aug 05, 2026
TFO Wealth Partners, LLC	History	No change	6,941	656	0.07%	0.07%	633	0	0.0%	Q2 2026	Aug 10, 2026
Annandale Capital, LLC	History	No change	6,939	656	0.09%	0.09%	634	0	0.0%	Q2 2026	Aug 13, 2026
Quartz Partners, LLC	History	No change	6,923	654	0.21%	0.21%	635	0	0.0%	Q2 2026	Aug 10, 2026
Cypress Capital, LLC	History	No change	6,908	652	0.18%	0.18%	636	0	0.0%	Q2 2026	Jul 17, 2026
WORLD EQUITY GROUP, INC.	History	No change	6,893	651	0.15%	0.15%	637	0	0.0%	Q2 2026	Jul 09, 2026
Fiscal Wisdom Wealth Management, LLC	History	No change	6,894	651	0.55%	0.55%	638	0	0.0%	Q2 2026	Jul 21, 2026
Concord Investment Counsel Inc.	History	No change	6,822	644	0.18%	0.18%	639	0	0.0%	Q2 2026	Aug 11, 2026
FIFTH THIRD SECURITIES, INC.	History	No change	6,722	635	0.04%	0.04%	640	0	0.0%	Q2 2026	Jul 15, 2026
Vident Advisory, LLC	History	No change	6,702	633	0.0%	0.0%	641	0	0.0%	Q2 2026	Aug 12, 2026
Aprio Wealth Management, LLC	History	No change	6,580	621	0.03%	0.03%	642	0	0.0%	Q2 2026	Jul 24, 2026
WEALTHGARDEN F.S. LLC	History	No change	6,572	621	0.35%	0.35%	643	0	0.0%	Q2 2026	Jul 31, 2026
CAP Partners, LLC	History	No change	6,524	616	0.3%	0.3%	644	0	0.0%	Q2 2026	Jul 30, 2026
Successful Portfolios LLC	History	Added to	6,905	615	0.28%	0.29%	645	+291	4.4%	Q3 2026	Oct 09, 2026
CITADEL ADVISORS LLC	History	No change	6,500	614	0.0%	0.0%	646	0	0.0%	Q2 2026	Sep 02, 2026
VestGen Investment Management	History	No change	6,338	599	0.32%	0.32%	647	0	0.0%	Q2 2026	Jul 31, 2026
Advisor Resource Council	History	No change	6,301	594	0.17%	0.17%	648	0	0.0%	Q2 2026	Jul 28, 2026
IVC Wealth Advisors LLC	History	No change	6,254	591	0.23%	0.23%	649	0	0.0%	Q2 2026	Jul 14, 2026
Churchill Financial Advisors, LLC	History	No change	6,256	591	0.11%	0.11%	650	0	0.0%	Q2 2026	Jul 15, 2026
Blue Capital, Inc.	History	No change	6,223	588	0.37%	0.37%	651	0	0.0%	Q2 2026	Aug 11, 2026
River Street Advisors LLC	History	No change	6,212	587	0.17%	0.17%	652	0	0.0%	Q2 2026	Jul 21, 2026
NBT BANK, N.A.	History	No change	6,097	576	0.04%	0.04%	653	0	0.0%	Q2 2026	Jul 29, 2026
McCartney Wealth Management LLC	History	No change	6,104	576	0.44%	0.44%	654	0	0.0%	Q2 2026	Aug 03, 2026
Keel Point, LLC	History	No change	6,033	570	0.03%	0.03%	655	0	0.0%	Q2 2026	Aug 14, 2026
Tortoise Investment Management, LLC	History	No change	6,005	567	0.04%	0.04%	656	0	0.0%	Q2 2026	Aug 07, 2026
Veltria Advisors Corp.	History	No change	5,994	566	0.86%	0.86%	657	0	0.0%	Q2 2026	Aug 14, 2026
Integrated Wealth Management	History	No change	5,973	564	0.6%	0.6%	658	0	0.0%	Q2 2026	Aug 10, 2026
OMNI 360 Wealth, Inc.	History	No change	5,941	561	0.26%	0.26%	659	0	0.0%	Q2 2026	Jul 13, 2026
FAS Wealth Partners, Inc.	History	No change	5,861	553	0.03%	0.03%	660	0	0.0%	Q2 2026	Jul 29, 2026
Fourth Dimension Wealth, LLC	History	No change	5,785	546	0.17%	0.17%	661	0	0.0%	Q2 2026	Jul 31, 2026
LANARK FINANCIAL, INC.	History	No change	5,770	545	0.04%	0.04%	662	0	0.0%	Q2 2026	Jul 21, 2026
BridgePort Financial Solutions, LLC	History	No change	5,745	543	0.14%	0.14%	663	0	0.0%	Q2 2026	Jul 24, 2026
Kovack Advisors, Inc.	History	No change	5,757	542	0.03%	0.03%	664	0	0.0%	Q2 2026	Jul 28, 2026
Bell Investment Advisors, Inc	History	No change	5,734	542	0.08%	0.08%	665	0	0.0%	Q2 2026	Aug 06, 2026
EJMK Ventures LLC	History	No change	5,724	541	0.25%	0.25%	666	0	0.0%	Q2 2026	Aug 06, 2026
Stash Investments, LLC	History	No change	5,671	536	0.17%	0.17%	667	0	0.0%	Q2 2026	Jul 29, 2026
StoneX Group Inc.	History	No change	5,665	535	0.02%	0.02%	668	0	0.0%	Q2 2026	Aug 12, 2026
ONE Advisory Partners, LLC	History	No change	5,629	532	0.14%	0.14%	669	0	0.0%	Q2 2026	Jul 21, 2026
Empirical Asset Management, LLC	History	No change	5,588	528	0.12%	0.12%	670	0	0.0%	Q2 2026	Aug 10, 2026
Pinnacle Family Advisors, LLC	History	No change	5,531	522	0.22%	0.22%	671	0	0.0%	Q2 2026	Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	No change	5,491	519	0.01%	0.01%	672	0	0.0%	Q2 2026	Jul 23, 2026
PFG Advisors	History	No change	5,419	512	0.03%	0.03%	673	0	0.0%	Q2 2026	Jul 16, 2026
Main Street Financial Solutions, LLC	History	No change	5,422	512	0.03%	0.03%	674	0	0.0%	Q2 2026	Aug 07, 2026
1900 WEALTH MANAGEMENT LLC	History	No change	5,414	511	0.03%	0.03%	675	0	0.0%	Q2 2026	Aug 04, 2026
BLALOCK WILLIAMS, LLC	History	No change	5,321	502	0.33%	0.33%	676	0	0.0%	Q2 2026	Aug 07, 2026
Cypress Capital Group	History	No change	5,298	500	0.05%	0.05%	677	0	0.0%	Q2 2026	Aug 05, 2026
DEARBORN PARTNERS LLC	History	No change	5,236	497	0.03%	0.03%	678	0	0.0%	Q2 2026	Aug 13, 2026
GeoWealth Management, LLC	History	No change	5,257	496	0.02%	0.02%	679	0	0.0%	Q2 2026	Jul 30, 2026
Rialto Wealth Management, LLC	History	No change	5,198	491	0.1%	0.1%	680	0	0.0%	Q2 2026	Aug 11, 2026
CAHABA WEALTH MANAGEMENT, INC.	History	No change	5,129	484	0.03%	0.03%	681	0	0.0%	Q2 2026	Jul 31, 2026
Claro Advisors Inc.	History	No change	5,091	481	0.05%	0.05%	682	0	0.0%	Q2 2026	Jul 30, 2026
Golden State Wealth Management, LLC	History	No change	5,063	478	0.04%	0.04%	683	0	0.0%	Q2 2026	Jul 22, 2026
NOVUS ADVISORS, LLC	History	No change	4,994	472	0.98%	0.98%	684	0	0.0%	Q2 2026	Jul 27, 2026
MONECO ADVISORS, LLC	History	No change	4,980	470	0.03%	0.03%	685	0	0.0%	Q2 2026	Aug 11, 2026
XTX Topco Ltd	History	No change	4,963	469	0.01%	0.01%	686	0	0.0%	Q2 2026	Aug 14, 2026
Facet Wealth, Inc.	History	No change	4,955	468	0.01%	0.01%	687	0	0.0%	Q2 2026	Jul 27, 2026
Bryn Mawr Trust Advisors, LLC	History	No change	4,878	461	0.02%	0.02%	688	0	0.0%	Q2 2026	Aug 03, 2026
Fortis Capital Advisors, LLC	History	No change	4,868	460	0.05%	0.05%	689	0	0.0%	Q2 2026	Jul 31, 2026
First Citizens Asset Management, Inc.	History	No change	4,802	453	0.14%	0.14%	690	0	0.0%	Q2 2026	Jul 17, 2026
CAHILL FINANCIAL ADVISORS INC	History	No change	4,730	447	0.04%	0.04%	691	0	0.0%	Q2 2026	Aug 11, 2026
Sage Advisory Services, Ltd.Co.	History	No change	4,689	443	0.22%	0.22%	692	0	0.0%	Q2 2026	Jul 22, 2026
Sound Income Strategies, LLC	History	Reduced	4,925	441	0.02%	0.03%	693	-1,337	-21.35%	Q3 2026	Oct 09, 2026
Financial Plan, Inc.	History	No change	4,649	439	0.04%	0.04%	694	0	0.0%	Q2 2026	Aug 14, 2026
CALTON & ASSOCIATES, INC.	History	No change	4,628	437	0.06%	0.06%	695	0	0.0%	Q2 2026	Aug 10, 2026
HB Wealth Management, LLC	History	No change	4,547	429	0.0%	0.0%	696	0	0.0%	Q2 2026	Jul 29, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	4,508	426	0.04%	0.04%	697	0	0.0%	Q2 2026	Aug 13, 2026
Legacy Capital Group California, Inc.	History	No change	4,498	425	0.13%	0.13%	698	0	0.0%	Q2 2026	Jul 29, 2026
Gilliland Jeter Wealth Management LLC	History	No change	4,493	424	0.11%	0.11%	699	0	0.0%	Q2 2026	Jul 29, 2026
KPP Advisory Services LLC	History	No change	4,357	411	0.05%	0.05%	700	0	0.0%	Q2 2026	Jul 24, 2026
HERITAGE OAK WEALTH ADVISORS LLC	History	No change	4,343	410	0.12%	0.12%	701	0	0.0%	Q2 2026	Jul 23, 2026
FIRST HORIZON CORP	History	No change	4,291	405	0.02%	0.02%	702	0	0.0%	Q2 2026	Jul 20, 2026
Dynamic Advisor Solutions LLC	History	No change	4,295	405	0.01%	0.01%	703	0	0.0%	Q2 2026	Jul 07, 2026
Talisman Wealth Advisors LLC	History	No change	4,294	405	0.3%	0.3%	704	0	0.0%	Q2 2026	Aug 14, 2026
Pallas Capital Advisors LLC	History	No change	4,269	403	0.01%	0.01%	705	0	0.0%	Q2 2026	Aug 07, 2026
Stonebridge Financial Group, LLC/CA	History	No change	4,228	399	0.06%	0.06%	706	0	0.0%	Q2 2026	Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	4,214	398	0.0%	0.0%	707	0	0.0%	Q2 2026	Jul 23, 2026
Western Financial Corp/CA	History	No change	4,150	392	0.11%	0.11%	708	0	0.0%	Q2 2026	Jul 22, 2026
RCW Management, LLC	History	No change	4,117	389	0.35%	0.35%	709	0	0.0%	Q2 2026	Jul 21, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	No change	4,077	385	0.02%	0.02%	710	0	0.0%	Q2 2026	Jul 27, 2026
Rede Wealth, LLC	History	No change	4,031	381	0.13%	0.13%	711	0	0.0%	Q2 2026	Aug 03, 2026
FWG Investments, LLC.	History	No change	4,018	379	0.2%	0.2%	712	0	0.0%	Q2 2026	Jul 28, 2026
Arlington Trust Co LLC	History	No change	4,015	379	0.03%	0.03%	713	0	0.0%	Q2 2026	Jul 07, 2026
Stewardship Advisors, LLC	History	No change	4,001	378	0.08%	0.08%	714	0	0.0%	Q2 2026	Jul 20, 2026
LGT Financial Advisors LLC	History	No change	3,969	375	1.98%	1.98%	715	0	0.0%	Q2 2026	Jul 24, 2026
Friedenthal Financial	History	No change	3,929	371	0.17%	0.17%	716	0	0.0%	Q2 2026	Jul 13, 2026
NORTHLAND SECURITIES, INC.	History	No change	3,861	364	0.21%	0.21%	717	0	0.0%	Q2 2026	Aug 04, 2026
Koshinski Asset Management, Inc.	History	No change	3,838	362	0.02%	0.02%	718	0	0.0%	Q2 2026	Jul 27, 2026
OARSMAN CAPITAL, INC.	History	No change	3,817	360	0.04%	0.04%	719	0	0.0%	Q2 2026	Aug 07, 2026
Synergy Investment Management, LLC	History	No change	3,758	354	0.09%	0.09%	720	0	0.0%	Q2 2026	Aug 14, 2026
Precision Wealth Strategies, LLC	History	No change	3,727	352	0.11%	0.11%	721	0	0.0%	Q2 2026	Aug 10, 2026
Archer Investment Management, LLC	History	No change	3,715	351	0.12%	0.12%	722	0	0.0%	Q2 2026	Jul 07, 2026
Windward Private Wealth Management Inc.	History	No change	3,684	348	0.11%	0.11%	723	0	0.0%	Q2 2026	Aug 04, 2026
Petix & Botte Co	History	No change	3,668	346	0.07%	0.07%	724	0	0.0%	Q2 2026	Aug 04, 2026
Total Clarity Wealth Management, Inc.	History	No change	3,658	345	0.07%	0.07%	725	0	0.0%	Q2 2026	Jul 23, 2026
Delta Wealth Advisors LLC	History	Added to	3,832	343	0.24%	0.26%	726	+10	0.26%	Q3 2026	Oct 09, 2026
Raleigh Capital Management Inc.	History	No change	3,619	342	0.11%	0.11%	727	0	0.0%	Q2 2026	Jul 21, 2026
Vantage Point Financial LLC	History	No change	3,593	339	0.1%	0.1%	728	0	0.0%	Q2 2026	Aug 14, 2026
City State Bank	History	No change	3,580	338	0.08%	0.08%	729	0	0.0%	Q2 2026	Jul 14, 2026
Hutchens & Kramer Investment Management Group, LLC	History	No change	3,584	338	0.09%	0.09%	730	0	0.0%	Q2 2026	Jul 09, 2026
VICTORY FINANCIAL GROUP, LLC	History	No change	3,560	336	0.04%	0.04%	731	0	0.0%	Q2 2026	Jul 28, 2026
MMBG INVESTMENT ADVISORS CO.	History	No change	3,551	335	0.03%	0.03%	732	0	0.0%	Q2 2026	Aug 10, 2026
Fiduciary Alliance LLC	History	No change	3,532	333	0.02%	0.02%	733	0	0.0%	Q2 2026	Jul 20, 2026
Madison Asset Management, LLC	History	No change	3,519	332	0.0%	0.0%	734	0	0.0%	Q2 2026	Aug 10, 2026
Aviance Capital Partners, LLC	History	No change	3,523	332	0.03%	0.03%	735	0	0.0%	Q2 2026	Jul 30, 2026
RAFFA WEALTH MANAGEMENT, LLC	History	No change	3,519	332	0.04%	0.04%	736	0	0.0%	Q2 2026	Jul 27, 2026
MONETARY MANAGEMENT GROUP INC	History	No change	3,500	330	0.07%	0.07%	737	0	0.0%	Q2 2026	Aug 12, 2026
MAGNOLIA CAPITAL ADVISORS LLC	History	No change	3,501	330	0.06%	0.06%	738	0	0.0%	Q2 2026	Aug 14, 2026
Fulcrum Equity Management	History	No change	3,471	328	0.24%	0.24%	739	0	0.0%	Q2 2026	Jul 09, 2026
Fairvoy Private Wealth, LLC	History	No change	3,478	328	0.07%	0.07%	740	0	0.0%	Q2 2026	Jul 17, 2026
GREENWOOD GEARHART LLC	History	No change	3,459	326	0.02%	0.02%	741	0	0.0%	Q2 2026	Jul 24, 2026
Comprehensive Money Management Services LLC	History	No change	3,450	326	0.21%	0.21%	742	0	0.0%	Q2 2026	Aug 14, 2026
Hillsdale Investment Management Inc.	History	No change	3,430	324	0.01%	0.01%	743	0	0.0%	Q2 2026	Aug 12, 2026
PROTECTIVE LIFE CORP	History	No change	3,415	322	2.3%	2.3%	744	0	0.0%	Q2 2026	Aug 14, 2026
Avantra Family Wealth, Inc.	History	No change	3,415	322	0.21%	0.21%	745	0	0.0%	Q2 2026	Jul 29, 2026
Ground Swell Capital, LLC	History	No change	3,400	321	0.35%	0.35%	746	0	0.0%	Q2 2026	Aug 05, 2026
Midwest Financial Network, LLC	History	No change	3,398	321	0.22%	0.22%	747	0	0.0%	Q2 2026	Jul 07, 2026
Rehmann Capital Advisory Group	History	No change	3,391	320	0.01%	0.01%	748	0	0.0%	Q2 2026	Aug 20, 2026
Lynx Investment Advisory	History	No change	3,352	316	0.1%	0.1%	749	0	0.0%	Q2 2026	Jul 27, 2026
EAGLE GLOBAL ADVISORS LLC	History	No change	3,337	315	0.01%	0.01%	750	0	0.0%	Q2 2026	Jul 30, 2026
GWN SECURITIES INC.	History	No change	3,317	313	0.05%	0.05%	751	0	0.0%	Q2 2026	Aug 05, 2026
Oxinas Partners, LLC	History	No change	3,318	313	0.12%	0.12%	752	0	0.0%	Q2 2026	Jul 14, 2026
Elevated Capital Advisors, LLC	History	No change	3,321	313	0.09%	0.09%	753	0	0.0%	Q2 2026	Aug 03, 2026
Apella Capital, LLC	History	Reduced	3,499	312	0.0%	0.01%	754	-415	-10.6%	Q3 2026	Oct 08, 2026
B.O.S.S. Retirement Advisors, LLC	History	No change	3,288	310	0.08%	0.08%	755	0	0.0%	Q2 2026	Jul 20, 2026
Whalen Wealth Management Inc.	History	Reduced	3,431	307	0.13%	1.23%	756	-25,539	-88.16%	Q3 2026	Oct 08, 2026
LOCKERMAN FINANCIAL GROUP, INC.	History	No change	3,258	307	0.47%	0.47%	757	0	0.0%	Q2 2026	Jul 16, 2026
Financial Enhancement Group LLC	History	Reduced	3,404	303	0.03%	0.04%	758	-457	-11.84%	Q3 2026	Oct 08, 2026
FLAGSTAR SECURITIES, INC	History	No change	3,196	302	0.09%	0.09%	759	0	0.0%	Q2 2026	Jul 15, 2026
GTS SECURITIES LLC	History	No change	3,164	299	0.01%	0.01%	760	0	0.0%	Q2 2026	Aug 14, 2026
Sharper & Granite LLC	History	No change	3,155	298	0.09%	0.09%	761	0	0.0%	Q2 2026	Jul 16, 2026
Beverly Hills Private Wealth, LLC	History	No change	3,163	298	0.06%	0.06%	762	0	0.0%	Q2 2026	Aug 06, 2026
Lloyd Advisory Services, LLC.	History	No change	3,151	297	0.12%	0.12%	763	0	0.0%	Q2 2026	Aug 07, 2026
Ifrah Financial Services, Inc.	History	No change	3,140	296	0.07%	0.07%	764	0	0.0%	Q2 2026	Jul 21, 2026
Cassady Wealth & Retirement Planning, LLC	History	No change	3,113	294	0.14%	0.14%	765	0	0.0%	Q2 2026	Jul 24, 2026
Tidemark, LLC	History	No change	3,026	286	0.06%	0.06%	766	0	0.0%	Q2 2026	Aug 10, 2026
Warner Group LLC	History	No change	3,006	284	0.07%	0.07%	767	0	0.0%	Q2 2026	Jul 27, 2026
CULLEN/FROST BANKERS, INC.	History	No change	2,999	283	0.0%	0.0%	768	0	0.0%	Q2 2026	Jul 27, 2026
Clark Asset Management, LLC	History	No change	2,973	281	0.02%	0.02%	769	0	0.0%	Q2 2026	Jul 07, 2026
Clearwave Capital, LLC	History	No change	2,975	281	0.15%	0.15%	770	0	0.0%	Q2 2026	Jul 17, 2026
Nordwand Advisors, LLC	History	No change	2,955	279	0.04%	0.04%	771	0	0.0%	Q2 2026	Aug 07, 2026
Joule Financial, LLC	History	No change	2,944	278	0.08%	0.08%	772	0	0.0%	Q2 2026	Jul 15, 2026
OneAscent Financial Services LLC	History	No change	2,936	277	0.01%	0.01%	773	0	0.0%	Q2 2026	Aug 11, 2026
Ballast Rock Private Wealth LLC	History	No change	2,940	277	0.13%	0.13%	774	0	0.0%	Q2 2026	Aug 10, 2026
PETRA FINANCIAL ADVISORS INC	History	No change	2,870	271	0.13%	0.13%	775	0	0.0%	Q2 2026	Jul 24, 2026
FOUNDERS FINANCIAL SECURITIES LLC	History	No change	2,858	270	0.01%	0.01%	776	0	0.0%	Q2 2026	Jul 31, 2026
CIDEL ASSET MANAGEMENT INC	History	No change	2,850	269	0.01%	0.01%	777	0	0.0%	Q2 2026	Jul 17, 2026
Squarepoint Ops LLC	History	No change	2,843	268	0.0%	0.0%	778	0	0.0%	Q2 2026	Aug 14, 2026
Stablepoint Partners, LLC	History	No change	2,840	268	0.04%	0.04%	779	0	0.0%	Q2 2026	Jul 09, 2026
Verdence Capital Advisors LLC	History	No change	2,835	267	0.01%	0.01%	780	0	0.0%	Q2 2026	Jul 29, 2026
Bridgewealth Advisory Group, LLC	History	No change	2,797	264	0.05%	0.05%	781	0	0.0%	Q2 2026	Jul 27, 2026
Kingdom Financial Group LLC.	History	No change	2,788	263	0.07%	0.07%	782	0	0.0%	Q2 2026	Aug 07, 2026
CENTRAL BANK & TRUST CO	History	Reduced	2,931	262	0.04%	0.06%	783	-1,477	-33.51%	Q3 2026	Oct 09, 2026
Valeo Financial Advisors, LLC	History	Added to	2,919	261	0.01%	0.01%	784	+37	1.28%	Q3 2026	Oct 08, 2026
Tactive Advisors, LLC	History	Reduced	2,908	260	0.06%	0.07%	787	-70	-2.35%	Q3 2026	Oct 08, 2026
Institute for Wealth Management, LLC.	History	No change	2,759	260	0.02%	0.02%	785	0	0.0%	Q2 2026	Jul 28, 2026
Berger Financial Group, Inc	History	No change	2,758	260	0.01%	0.01%	786	0	0.0%	Q2 2026	Aug 04, 2026
BAR HARBOR WEALTH MANAGEMENT	History	No change	2,747	259	0.01%	0.01%	788	0	0.0%	Q2 2026	Jul 15, 2026
Prosperity Consulting Group, LLC	History	No change	2,744	259	0.01%	0.01%	789	0	0.0%	Q2 2026	Aug 13, 2026
PSI Advisors, LLC	History	No change	2,727	257	0.06%	0.06%	790	0	0.0%	Q2 2026	Aug 03, 2026
SPIREPOINT PRIVATE CLIENT, LLC	History	No change	2,719	257	0.02%	0.02%	791	0	0.0%	Q2 2026	Aug 05, 2026
LiftPoint Family Wealth Advisors LLC	History	No change	2,704	255	0.17%	0.17%	792	0	0.0%	Q2 2026	Aug 05, 2026
Annex Advisory Services, LLC	History	No change	2,685	253	0.0%	0.0%	793	0	0.0%	Q2 2026	Jul 10, 2026
LINCOLN CAPITAL CORP	History	No change	2,673	252	0.08%	0.08%	794	0	0.0%	Q2 2026	Jul 16, 2026
REGIONS FINANCIAL CORP	History	No change	2,672	252	0.0%	0.0%	795	0	0.0%	Q2 2026	Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC.	History	No change	2,672	252	0.15%	0.15%	796	0	0.0%	Q2 2026	Jul 21, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC	History	No change	2,658	251	0.04%	0.04%	797	0	0.0%	Q2 2026	Jul 29, 2026
Chesley Taft & Associates LLC	History	No change	2,665	251	0.01%	0.01%	798	0	0.0%	Q2 2026	Jul 08, 2026
Argentarii, LLC	History	No change	2,705	251	0.08%	0.08%	799	0	0.0%	Q2 2026	Aug 12, 2026
Graetz Wealth LLC	History	No change	2,661	251	0.2%	0.2%	800	0	0.0%	Q2 2026	Aug 13, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA	History	No change	2,643	249	0.13%	0.13%	801	0	0.0%	Q2 2026	Aug 12, 2026
Alta Wealth Advisors LLC	History	No change	2,642	249	0.07%	0.07%	802	0	0.0%	Q2 2026	Jul 30, 2026
Investment Advisory Group, LLC	History	No change	2,632	248	0.05%	0.05%	803	0	0.0%	Q2 2026	Aug 06, 2026
Symphony Financial, Ltd. Co.	History	No change	2,610	246	0.03%	0.03%	804	0	0.0%	Q2 2026	Aug 03, 2026
LWM Advisory Services, LLC	History	No change	2,589	244	0.44%	0.44%	805	0	0.0%	Q2 2026	Aug 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	2,598	244	0.01%	0.01%	806	0	0.0%	Q2 2026	Jul 22, 2026
CV Advisors LLC	History	No change	2,597	244	0.05%	0.05%	807	0	0.0%	Q2 2026	Jul 21, 2026
Mill Capital Management, LLC	History	No change	2,584	244	0.02%	0.02%	808	0	0.0%	Q2 2026	Aug 03, 2026
Advisor OS, LLC	History	No change	2,580	243	0.02%	0.02%	809	0	0.0%	Q2 2026	Aug 05, 2026
Elevation Wealth Management LLC	History	No change	2,579	243	0.18%	0.18%	810	0	0.0%	Q2 2026	Jul 29, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS	History	No change	2,570	242	0.02%	0.02%	811	0	0.0%	Q2 2026	Jul 22, 2026
PACES FERRY WEALTH ADVISORS, LLC	History	No change	2,560	241	0.09%	0.09%	812	0	0.0%	Q2 2026	Aug 13, 2026
Stirlingshire Investments, Inc.	History	No change	2,551	241	0.18%	0.18%	813	0	0.0%	Q2 2026	Jul 31, 2026
Pine Valley Investments Ltd Liability Co	History	No change	2,542	240	0.01%	0.01%	814	0	0.0%	Q2 2026	Jul 24, 2026
TRUST CO OF VERMONT	History	No change	2,534	239	0.01%	0.01%	815	0	0.0%	Q2 2026	Aug 07, 2026
EQ LLC	History	No change	2,531	239	0.06%	0.06%	816	0	0.0%	Q2 2026	Jul 23, 2026
Global Financial Private Client, LLC	History	No change	2,518	238	0.06%	0.06%	817	0	0.0%	Q2 2026	Jul 20, 2026
Horizon Investments, LLC	History	No change	2,526	237	0.0%	0.0%	818	0	0.0%	Q2 2026	Aug 13, 2026
STEPHENS INC /AR/	History	No change	2,494	235	0.0%	0.0%	819	0	0.0%	Q2 2026	Jul 29, 2026
Bison Wealth, LLC	History	No change	2,473	233	0.02%	0.02%	820	0	0.0%	Q2 2026	Jul 07, 2026
Yoffe Investment Management, LLC	History	No change	2,458	232	0.27%	0.27%	821	0	0.0%	Q2 2026	Jul 09, 2026
Three Bridge Wealth Advisors, LLC	History	No change	2,441	230	0.06%	0.06%	822	0	0.0%	Q2 2026	Jul 27, 2026
Larry Mathis Financial Planning, LLC	History	No change	2,418	228	0.17%	0.17%	823	0	0.0%	Q2 2026	Jul 24, 2026
Legacy Wealth Managment, LLC/ID	History	No change	2,407	227	0.09%	0.09%	824	0	0.0%	Q2 2026	Aug 13, 2026
CoreCap Advisors, LLC	History	Reduced	2,525	226	0.01%	0.04%	825	-11,848	-82.43%	Q3 2026	Oct 08, 2026
Syntegra Private Wealth Group, LLC	History	No change	2,363	223	0.02%	0.02%	826	0	0.0%	Q2 2026	Jul 15, 2026
Essex Bank	History	No change	2,354	222	0.05%	0.05%	827	0	0.0%	Q2 2026	Jul 23, 2026
Kesler, Norman & Wride, LLC	History	No change	2,350	222	0.04%	0.04%	828	0	0.0%	Q2 2026	Jul 23, 2026
Key Capital Management, INC	History	No change	2,349	222	0.11%	0.11%	829	0	0.0%	Q2 2026	Jul 27, 2026
BIP Wealth, LLC	History	No change	2,344	221	0.01%	0.01%	830	0	0.0%	Q2 2026	Aug 03, 2026
Robertson Stephens Wealth Management, LLC	History	No change	2,325	219	0.01%	0.01%	831	0	0.0%	Q2 2026	Jul 29, 2026
ZACKS INVESTMENT MANAGEMENT	History	No change	2,286	216	0.0%	0.0%	832	0	0.0%	Q2 2026	Aug 13, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE	History	No change	2,282	215	0.03%	0.03%	833	0	0.0%	Q2 2026	Jul 20, 2026
Sunflower Bank, N.A.	History	No change	2,281	215	0.05%	0.05%	834	0	0.0%	Q2 2026	Aug 14, 2026
Capital Advisor Network LLC	History	No change	2,276	215	0.27%	0.27%	835	0	0.0%	Q2 2026	Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	No change	2,274	214	0.0%	0.0%	836	0	0.0%	Q2 2026	Aug 07, 2026
Independent Wealth Network Inc.	History	No change	2,267	214	0.05%	0.05%	837	0	0.0%	Q2 2026	Jul 20, 2026
J.E. Simmons & Co., P.C.	History	No change	2,257	213	0.12%	0.12%	838	0	0.0%	Q2 2026	Jul 15, 2026
Advisors Capital Management, LLC	History	No change	2,245	212	0.0%	0.0%	839	0	0.0%	Q2 2026	Aug 11, 2026
LAKE STREET PRIVATE WEALTH, LLC	History	No change	2,245	212	0.02%	0.02%	840	0	0.0%	Q2 2026	Aug 10, 2026
NOVEM GROUP	History	No change	2,245	212	0.02%	0.02%	841	0	0.0%	Q2 2026	Jul 21, 2026
Avior Wealth Management, LLC	History	No change	2,199	207	0.01%	0.01%	842	0	0.0%	Q2 2026	Jul 07, 2026
Noble Wealth Partners LLC	History	No change	2,199	207	0.18%	0.18%	843	0	0.0%	Q2 2026	Jul 24, 2026
KELLY FINANCIAL GROUP LLC	History	No change	2,185	206	0.05%	0.05%	844	0	0.0%	Q2 2026	Jul 14, 2026
First PREMIER Bank	History	No change	2,171	205	0.03%	0.03%	845	0	0.0%	Q2 2026	Jul 15, 2026
HUB Investment Partners, LLC	History	No change	2,163	204	0.0%	0.0%	846	0	0.0%	Q2 2026	Jul 31, 2026
Centennial Advisors, LLC	History	No change	2,148	203	0.24%	0.24%	847	0	0.0%	Q2 2026	Jul 27, 2026
Intellectus Partners, LLC	History	No change	2,134	201	0.03%	0.03%	848	0	0.0%	Q2 2026	Aug 12, 2026
Crews Bank & Trust	History	No change	2,100	198	0.03%	0.03%	849	0	0.0%	Q2 2026	Jul 16, 2026
Clearstead Advisors, LLC	History	No change	1,966	185	0.0%	0.0%	850	0	0.0%	Q2 2026	Aug 06, 2026
Rice Partnership, LLC	History	No change	1,950	184	0.02%	0.02%	851	0	0.0%	Q2 2026	Jul 29, 2026
DEUTSCHE BANK AG\	History	No change	1,906	180	0.0%	0.0%	852	0	0.0%	Q2 2026	Aug 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	1,887	178	0.0%	0.0%	853	0	0.0%	Q2 2026	Aug 13, 2026
Caldwell Trust Co	History	No change	1,698	160	0.01%	0.01%	854	0	0.0%	Q2 2026	Aug 03, 2026
GABLES CAPITAL MANAGEMENT INC.	History	No change	1,627	153	0.06%	0.06%	855	0	0.0%	Q2 2026	Aug 07, 2026
Fairscale Capital, LLC	History	No change	1,628	153	0.09%	0.09%	856	0	0.0%	Q2 2026	Aug 07, 2026
New Republic Capital, LLC	History	No change	1,497	141	0.03%	0.03%	857	0	0.0%	Q2 2026	Jul 31, 2026
Ascentis Independent Advisors	History	No change	1,486	140	0.38%	0.38%	858	0	0.0%	Q2 2026	Aug 04, 2026
Atomic Invest LLC	History	No change	1,430	135	0.01%	0.01%	859	0	0.0%	Q2 2026	Sep 25, 2026
WPG Advisers, LLC	History	No change	1,377	130	0.08%	0.08%	860	0	0.0%	Q2 2026	Aug 05, 2026
SBI Securities Co., Ltd.	History	No change	1,342	126	0.0%	0.0%	861	0	0.0%	Q2 2026	Jul 22, 2026
Private Wealth Asset Management, LLC	History	No change	1,236	116	0.01%	0.01%	862	0	0.0%	Q2 2026	Aug 11, 2026
Crewe Advisors LLC	History	No change	1,186	112	0.01%	0.01%	863	0	0.0%	Q2 2026	Jul 23, 2026
Colonial Trust Co / SC	History	No change	1,156	109	0.01%	0.01%	864	0	0.0%	Q2 2026	Aug 11, 2026
Independence Bank of Kentucky	History	No change	1,131	106	0.01%	0.01%	865	0	0.0%	Q2 2026	Jul 13, 2026
AdvisorNet Financial, Inc	History	No change	1,088	102	0.0%	0.0%	866	0	0.0%	Q2 2026	Jul 23, 2026
Provident Wealth Management, LLC	History	No change	1,038	98	0.03%	0.03%	867	0	0.0%	Q2 2026	Aug 04, 2026
ISLAY CAPITAL MANAGEMENT, LLC	History	No change	1,004	94	0.04%	0.04%	868	0	0.0%	Q2 2026	Aug 13, 2026
Signature Equity Partners, LLC	History	No change	926	87	0.04%	0.04%	869	0	0.0%	Q2 2026	Jul 30, 2026
SIMPLEX TRADING, LLC	History	No change	914	86	0.0%	0.0%	870	0	0.0%	Q2 2026	Aug 12, 2026
RICHARDSON FINANCIAL SERVICES INC.	History	No change	920	86	0.05%	0.05%	871	0	0.0%	Q2 2026	Aug 10, 2026
Oakworth Capital, Inc.	History	No change	895	84	0.0%	0.0%	872	0	0.0%	Q2 2026	Jul 22, 2026
Evolution Advisers, Inc.	History	No change	849	80	0.03%	0.03%	873	0	0.0%	Q2 2026	Jul 31, 2026
Larson Financial Group LLC	History	No change	828	78	0.0%	0.0%	874	0	0.0%	Q2 2026	Aug 14, 2026
BankChampaign, National Association	History	No change	830	78	0.06%	0.06%	875	0	0.0%	Q2 2026	Jul 23, 2026
AlphaCore Capital LLC	History	No change	807	76	0.0%	0.0%	876	0	0.0%	Q2 2026	Aug 06, 2026
LifeSteps Financial, Inc.	History	No change	783	74	0.03%	0.03%	877	0	0.0%	Q2 2026	Jul 17, 2026
TOMPKINS FINANCIAL CORP	History	No change	795	71	0.01%	0.01%	878	0	0.0%	Q3 2026	Oct 05, 2026
YANKCOM Partnership	History	No change	761	71	0.03%	0.03%	879	0	0.0%	Q2 2026	Jul 21, 2026
TUCKER ASSET MANAGEMENT LLC	History	No change	717	67	0.02%	0.02%	880	0	0.0%	Q2 2026	Aug 27, 2026
Wealth Enhancement Trust Services, Inc.	History	New	741	66	0.01%	—	882	+741	New	Q3 2026	Oct 07, 2026
Realta Investment Advisors	History	No change	706	66	0.02%	0.02%	881	0	0.0%	Q2 2026	Jul 20, 2026
AMERIFLEX GROUP, INC.	History	No change	698	65	0.03%	0.03%	883	0	0.0%	Q2 2026	Aug 13, 2026
SIGNATUREFD, LLC	History	No change	680	64	0.0%	0.0%	884	0	0.0%	Q2 2026	Jul 23, 2026
Strengthening Families & Communities, LLC	History	No change	666	62	0.01%	0.01%	885	0	0.0%	Q2 2026	Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	621	58	0.0%	0.0%	886	0	0.0%	Q2 2026	Aug 13, 2026
WHITTIER TRUST CO	History	No change	607	57	0.0%	0.0%	887	0	0.0%	Q2 2026	Jul 27, 2026
Park Place Capital Corp	History	No change	607	57	0.01%	0.01%	888	0	0.0%	Q2 2026	Aug 13, 2026
Silver Grove Financial Group, Inc.	History	No change	604	57	0.03%	0.03%	889	0	0.0%	Q2 2026	Aug 13, 2026
Lavaca Capital LLC	History	No change	598	56	0.01%	0.01%	890	0	0.0%	Q2 2026	Aug 14, 2026
Wagner Wealth Management, LLC	History	No change	601	56	0.01%	0.01%	891	0	0.0%	Q2 2026	Jul 24, 2026
Quest 10 Wealth Builders, Inc.	History	No change	586	55	0.04%	0.04%	892	0	0.0%	Q2 2026	Jul 24, 2026
Delos Wealth Advisors, LLC	History	No change	575	54	0.03%	0.03%	893	0	0.0%	Q2 2026	Aug 14, 2026
Tower Research Capital LLC (TRC)	History	No change	549	51	0.0%	0.0%	894	0	0.0%	Q2 2026	Aug 11, 2026
Covestor Ltd	History	No change	489	46	0.03%	0.03%	895	0	0.0%	Q2 2026	Aug 07, 2026
Wilmington Savings Fund Society, FSB	History	No change	433	40	0.0%	0.0%	896	0	0.0%	Q2 2026	Jul 28, 2026
SHP Wealth Management	History	No change	431	40	0.0%	0.0%	897	0	0.0%	Q2 2026	Aug 11, 2026
HOWE & RUSLING INC	History	No change	415	39	0.0%	0.0%	898	0	0.0%	Q2 2026	Aug 10, 2026
ROGCO, LP	History	No change	405	38	0.01%	0.01%	899	0	0.0%	Q2 2026	Jul 30, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	393	37	0.0%	0.0%	900	0	0.0%	Q2 2026	Aug 06, 2026
THOMPSON INVESTMENT MANAGEMENT, INC.	History	No change	395	37	0.0%	0.0%	901	0	0.0%	Q2 2026	Jul 13, 2026
Beacon Financial Strategies CORP	History	No change	398	37	0.02%	0.02%	902	0	0.0%	Q2 2026	Jul 08, 2026
NEW ENGLAND ASSET MANAGEMENT INC	History	No change	384	36	0.0%	0.0%	903	0	0.0%	Q2 2026	Aug 14, 2026
Triumph Capital Management	History	No change	383	36	0.01%	0.01%	904	0	0.0%	Q2 2026	Jul 20, 2026
Westfuller Advisors, LLC	History	No change	383	36	0.01%	0.01%	905	0	0.0%	Q2 2026	Jul 29, 2026
Beutel, Goodman & Co Ltd.	History	No change	380	35	0.0%	0.0%	906	0	0.0%	Q2 2026	Aug 12, 2026
Nemes Rush Group LLC	History	No change	364	34	0.0%	0.0%	907	0	0.0%	Q2 2026	Aug 14, 2026
DUNCKER STREETT & CO INC	History	No change	350	33	0.01%	0.01%	908	0	0.0%	Q2 2026	Jul 28, 2026
Beaird Harris Wealth Management, LLC	History	No change	358	33	0.0%	0.0%	909	0	0.0%	Q2 2026	Jul 08, 2026
Aventura Private Wealth, LLC	History	No change	354	33	0.01%	0.01%	910	0	0.0%	Q2 2026	Jul 15, 2026
TSFG, LLC	History	No change	331	31	0.0%	0.0%	911	0	0.0%	Q2 2026	Jul 23, 2026
Godfrey Financial Associates, Inc.	History	No change	332	31	0.02%	0.02%	912	0	0.0%	Q2 2026	Aug 11, 2026
LRI Investments, LLC	History	No change	320	30	0.0%	0.0%	913	0	0.0%	Q2 2026	Jul 14, 2026
HM PAYSON & CO	History	No change	310	29	0.0%	0.0%	914	0	0.0%	Q2 2026	Jul 17, 2026
Addison Advisors LLC	History	No change	299	28	0.01%	0.01%	915	0	0.0%	Q2 2026	Aug 10, 2026
BROWN, LISLE/CUMMINGS, INC.	History	No change	294	27	0.01%	0.01%	916	0	0.0%	Q2 2026	Sep 02, 2026
ESL Trust Services, LLC	History	No change	293	27	0.0%	0.0%	917	0	0.0%	Q2 2026	Aug 13, 2026
Archer Investment Corp	History	No change	296	27	0.01%	0.01%	918	0	0.0%	Q2 2026	Aug 03, 2026
Montgomery Financial Services LLC	History	No change	285	26	0.02%	0.02%	919	0	0.0%	Q2 2026	Aug 12, 2026
MCF Advisors LLC	History	No change	266	25	0.0%	0.0%	920	0	0.0%	Q2 2026	Aug 12, 2026
REAP Financial Group, LLC	History	No change	269	25	0.0%	0.0%	921	0	0.0%	Q2 2026	Aug 04, 2026
First Bancorp, Inc /ME/	History	No change	250	23	0.01%	0.01%	922	0	0.0%	Q2 2026	Aug 11, 2026
Westside Investment Management, Inc.	History	No change	246	23	0.0%	0.0%	923	0	0.0%	Q2 2026	Jul 27, 2026
Vermillion Wealth Management, Inc.	History	No change	252	23	0.01%	0.01%	924	0	0.0%	Q2 2026	Jul 15, 2026
Kings Path Partners LLC	History	No change	242	22	0.01%	0.01%	925	0	0.0%	Q2 2026	Jul 14, 2026
Oakmont Advisory Group, LLC	History	No change	242	22	0.02%	0.02%	926	0	0.0%	Q2 2026	Aug 03, 2026
Medallion Wealth Advisors, LLC	History	No change	227	21	0.01%	0.01%	927	0	0.0%	Q2 2026	Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	215	20	0.0%	0.0%	928	0	0.0%	Q2 2026	Aug 13, 2026
ATLAS CAPITAL ADVISORS INC.	History	No change	212	20	0.0%	0.0%	929	0	0.0%	Q2 2026	Aug 13, 2026
Banque Cantonale Vaudoise	History	No change	216,000	20	0.0%	0.0%	930	0	0.0%	Q2 2026	Jul 31, 2026
Boreal Capital Management LLC	History	No change	216	20	0.01%	0.01%	931	0	0.0%	Q2 2026	Aug 13, 2026
EASTERN BANK	History	No change	215	19	0.0%	0.0%	932	0	0.0%	Q3 2026	Oct 05, 2026
Advocate Investing Services LLC	History	No change	205	19	0.01%	0.01%	933	0	0.0%	Q2 2026	Jul 28, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	188	18	0.0%	0.0%	934	0	0.0%	Q2 2026	Jul 30, 2026
SALEM INVESTMENT COUNSELORS INC	History	No change	195	18	0.0%	0.0%	935	0	0.0%	Q2 2026	Jul 14, 2026
MCGUIRE CAPITAL ADVISORS INC	History	No change	194	18	0.01%	0.01%	936	0	0.0%	Q2 2026	Aug 14, 2026
Measured Wealth Private Client Group, LLC	History	No change	190	17	0.0%	0.0%	937	0	0.0%	Q2 2026	Aug 10, 2026
Biltmore Family Office, LLC	History	No change	186	17	0.0%	0.0%	938	0	0.0%	Q2 2026	Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	No change	187	17	0.0%	0.0%	939	0	0.0%	Q2 2026	Aug 12, 2026
Bravera Wealth	History	No change	170	16	0.01%	0.01%	940	0	0.0%	Q2 2026	Jul 23, 2026
CENTRAL TRUST Co	History	No change	166	15	0.0%	0.0%	941	0	0.0%	Q2 2026	Jul 31, 2026
WestEnd Advisors, LLC	History	No change	164	15	0.0%	0.0%	942	0	0.0%	Q2 2026	Jul 22, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	163	15	0.0%	0.0%	943	0	0.0%	Q2 2026	Jul 07, 2026
SOUTHERN MICHIGAN BANK & TRUST	History	No change	156	14	0.0%	0.0%	944	0	0.0%	Q2 2026	Jul 21, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	History	No change	131	12	0.0%	0.0%	945	0	0.0%	Q2 2026	Jul 29, 2026
HIGHLINE WEALTH PARTNERS LLC	History	No change	134	12	0.0%	0.0%	946	0	0.0%	Q2 2026	Jul 15, 2026
Hughes Financial Services, LLC	History	No change	130	12	0.0%	0.0%	947	0	0.0%	Q2 2026	Jul 20, 2026
Owl Creek Wealth Partners LLC	History	No change	137	12	0.0%	0.0%	948	0	0.0%	Q2 2026	Jul 20, 2026
GILPIN WEALTH MANAGEMENT, LLC	History	Reduced	132	11	0.01%	0.01%	950	-42	-24.14%	Q3 2026	Oct 09, 2026
Breakwater Investment Management	History	No change	119	11	0.0%	0.0%	949	0	0.0%	Q2 2026	Aug 06, 2026
Hilton Head Capital Partners, LLC	History	No change	121	11	0.01%	0.01%	951	0	0.0%	Q2 2026	Jul 27, 2026
Harborfront Financial Group LLC	History	No change	118	11	0.04%	0.04%	952	0	0.0%	Q2 2026	Aug 07, 2026
Asset Dedication, LLC	History	No change	109	10	0.0%	0.0%	953	0	0.0%	Q2 2026	Jul 30, 2026
Concord Wealth Partners	History	No change	107	10	0.0%	0.0%	954	0	0.0%	Q2 2026	Jul 27, 2026
KERR FINANCIAL PLANNING Corp	History	No change	114	10	0.01%	0.01%	955	0	0.0%	Q2 2026	Jul 02, 2026
NOMURA ASSET MANAGEMENT CO LTD	History	No change	100	9	0.0%	0.0%	956	0	0.0%	Q2 2026	Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	No change	102	9	0.0%	0.0%	957	0	0.0%	Q2 2026	Aug 03, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	History	No change	100	9	0.0%	0.0%	958	0	0.0%	Q2 2026	Aug 12, 2026
Abound Wealth Management	History	No change	99	9	0.0%	0.0%	959	0	0.0%	Q2 2026	Jul 10, 2026
Richard W. Paul & Associates, LLC	History	No change	96	9	0.0%	0.0%	960	0	0.0%	Q2 2026	Aug 10, 2026
TOP Private Wealth LLC.	History	No change	100	9	0.01%	0.01%	961	0	0.0%	Q2 2026	Aug 13, 2026
United Financial Planning Group LLC	History	No change	88	8	0.0%	0.0%	962	0	0.0%	Q2 2026	Aug 06, 2026
CDKV HOLDINGS LLC	History	No change	90	8	0.01%	0.01%	963	0	0.0%	Q2 2026	Jul 30, 2026
Robinswood Financial LLC	History	No change	92	8	0.0%	0.0%	964	0	0.0%	Q2 2026	Jul 14, 2026
SYM FINANCIAL Corp	History	No change	77	7	0.0%	0.0%	965	0	0.0%	Q2 2026	Aug 04, 2026
Networth Advisors, LLC	History	No change	79	7	0.0%	0.0%	966	0	0.0%	Q2 2026	Jul 22, 2026
TOTH FINANCIAL ADVISORY CORP	History	New	68	6	0.0%	—	970	+68	New	Q3 2026	Oct 08, 2026
BARRETT & COMPANY, INC.	History	No change	69	6	0.0%	0.0%	967	0	0.0%	Q2 2026	Jul 24, 2026
Spectrum Wealth Advisory Group, LLC	History	No change	67	6	0.0%	0.0%	968	0	0.0%	Q2 2026	Aug 06, 2026
NFSG Corp	History	No change	69	6	0.0%	0.0%	969	0	0.0%	Q2 2026	Aug 14, 2026
MassMutual Private Wealth & Trust, FSB	History	Added to	62	5	0.0%	0.0%	971	+34	121.43%	Q3 2026	Oct 05, 2026
Financial Gravity Companies, Inc.	History	No change	58	5	0.0%	0.0%	972	0	0.0%	Q2 2026	Aug 05, 2026
Plante Moran Financial Advisors, LLC	History	No change	60	5	0.0%	0.0%	973	0	0.0%	Q2 2026	Aug 06, 2026
Axiom Investment Management LLC	History	No change	60	5	0.0%	0.0%	974	0	0.0%	Q2 2026	Jul 30, 2026
BFSG, LLC	History	No change	55	5	0.0%	0.0%	975	0	0.0%	Q2 2026	Jul 20, 2026
EPG Wealth Management LLC	History	No change	60	5	0.0%	0.0%	976	0	0.0%	Q2 2026	Jul 28, 2026
1620 INVESTMENT ADVISORS, INC.	History	No change	60	5	0.0%	0.0%	977	0	0.0%	Q2 2026	Jul 14, 2026
Cherry Tree Wealth Management, LLC	History	No change	58	5	0.0%	0.0%	978	0	0.0%	Q2 2026	Sep 15, 2026
Rachor Investment Advisory Services, LLC	History	No change	58	5	0.0%	0.0%	979	0	0.0%	Q2 2026	Jul 16, 2026
Kroeger Financial Partners	History	No change	61	5	0.0%	0.0%	980	0	0.0%	Q2 2026	Jul 27, 2026
CHILTON CAPITAL MANAGEMENT LLC	History	No change	48	4	0.0%	0.0%	981	0	0.0%	Q2 2026	Aug 04, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management	History	No change	46	4	0.0%	0.0%	982	0	0.0%	Q2 2026	Aug 11, 2026
Atlantic Union Bankshares Corp	History	No change	40	3	0.0%	0.0%	983	0	0.0%	Q2 2026	Aug 11, 2026
CHESAPEAKE ASSET MANAGEMENT LLC	History	No change	34	3	0.0%	0.0%	984	0	0.0%	Q2 2026	Aug 04, 2026
USA FINANCIAL FORMULAS	History	No change	35	3	0.0%	0.0%	985	0	0.0%	Q2 2026	Aug 04, 2026
Salomon & Ludwin, LLC	History	No change	40	3	0.0%	0.0%	986	0	0.0%	Q2 2026	Aug 07, 2026
CARDIFF PARK ADVISORS, LLC	History	No change	41	3	0.0%	0.0%	987	0	0.0%	Q2 2026	Aug 14, 2026
Strategic Investment Solutions, Inc. /IL	History	No change	33	3	0.0%	0.0%	988	0	0.0%	Q2 2026	Jul 08, 2026
Nova Wealth Management, Inc.	History	No change	40	3	0.0%	0.0%	989	0	0.0%	Q2 2026	Jul 13, 2026
Copia Wealth Management	History	No change	36	3	0.0%	0.0%	990	0	0.0%	Q2 2026	Aug 17, 2026
MJT & Associates Financial Advisory Group, Inc.	History	No change	39	3	0.0%	0.0%	991	0	0.0%	Q3 2026	Oct 07, 2026
GK Wealth Management LLC	History	New	24	2	0.0%	—	1000	+24	New	Q3 2026	Oct 09, 2026
HARBOR CAPITAL ADVISORS, INC.	History	No change	16	2	0.0%	0.0%	992	0	0.0%	Q2 2026	Aug 07, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	24	2	0.0%	0.0%	993	0	0.0%	Q2 2026	Aug 07, 2026
Front Row Advisors LLC	History	No change	30	2	0.0%	0.0%	994	0	0.0%	Q2 2026	Aug 13, 2026
DHJJ Financial Advisors, Ltd.	History	No change	23	2	0.0%	0.0%	995	0	0.0%	Q2 2026	Jul 24, 2026
Lodestone Wealth Management LLC	History	No change	25	2	0.0%	0.0%	996	0	0.0%	Q2 2026	Jul 23, 2026
Topsail Wealth Management, LLC	History	No change	24	2	0.0%	0.0%	997	0	0.0%	Q2 2026	Aug 13, 2026
Keating Financial Advisory Services, Inc.	History	No change	23	2	0.0%	0.0%	998	0	0.0%	Q2 2026	Aug 11, 2026
Birchwood Financial Partners, Inc.	History	No change	31	2	0.0%	0.0%	999	0	0.0%	Q2 2026	Aug 06, 2026
Retirement Wealth Solutions LLC	History	Reduced	11	1	0.0%	0.6%	1010	-11,506	-99.9%	Q3 2026	Oct 07, 2026
Hanson & Doremus Investment Management	History	No change	13	1	0.0%	0.0%	1001	0	0.0%	Q2 2026	Jul 29, 2026
Eukles Asset Management	History	No change	14	1	0.0%	0.0%	1002	0	0.0%	Q2 2026	Aug 05, 2026
HORIZON FINANCIAL SERVICES, LLC	History	No change	11	1	0.0%	0.0%	1003	0	0.0%	Q2 2026	Jul 20, 2026
Bogart Wealth, LLC	History	No change	13	1	0.0%	0.0%	1004	0	0.0%	Q2 2026	Jul 24, 2026
Fortis Group Advisors, LLC	History	No change	14	1	0.0%	0.0%	1005	0	0.0%	Q2 2026	Jul 24, 2026
FWL INVESTMENT MANAGEMENT, LLC	History	No change	19	1	0.0%	0.0%	1006	0	0.0%	Q2 2026	Aug 14, 2026
Operose Advisors LLC	History	No change	11	1	0.0%	0.0%	1007	0	0.0%	Q2 2026	Aug 13, 2026
Dunhill Financial, LLC	History	No change	17	1	0.0%	0.0%	1008	0	0.0%	Q2 2026	Aug 07, 2026
Millstone Evans Group, LLC	History	No change	20	1	0.0%	0.0%	1009	0	0.0%	Q2 2026	Aug 11, 2026
Reyes Financial Architecture, Inc.	History	No change	20	1	0.0%	0.0%	1011	0	0.0%	Q2 2026	Jul 16, 2026
CrossGen Wealth, LLC	History	No change	14	1	0.0%	0.0%	1012	0	0.0%	Q2 2026	Jul 24, 2026
SigFig Wealth Management, LLC	History	Closed out	0	0	—	0.17%	—	-68,576	-100.0%	Q3 2026	Oct 07, 2026
First Heartland Consultants, Inc.	History	Closed out	0	0	—	0.09%	—	-15,461	-100.0%	Q3 2026	Oct 08, 2026
Apeiron RIA LLC	History	Closed out	0	0	—	0.18%	—	-7,338	-100.0%	Q3 2026	Oct 08, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC	History	Closed out	0	0	—	0.11%	—	-4,965	-100.0%	Q3 2026	Oct 06, 2026
Asempa Wealth Advisors	History	Closed out	0	0	—	0.18%	—	-2,611	-100.0%	Q3 2026	Oct 07, 2026
Breakwater Capital Group	History	Closed out	0	0	—	0.03%	—	-2,598	-100.0%	Q3 2026	Oct 08, 2026
TrueWealth Advisors, LLC	History	Closed out	0	0	—	0.05%	—	-2,528	-100.0%	Q3 2026	Oct 08, 2026
Olistico Wealth, LLC	History	Closed out	0	0	—	0.0%	—	-33	-100.0%	Q3 2026	Oct 05, 2026
GILL CAPITAL PARTNERS, LLC	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Aug 20, 2026
Cheviot Value Management, LLC	History	No change	3	0	—	—	—	0	0.0%	Q2 2026	Aug 06, 2026
Russell Investments Group, Ltd.	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Aug 06, 2026
Kozak & Associates, Inc.	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Jul 02, 2026
Luminist Capital LLC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Aug 07, 2026
Hoese & Co LLP	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Jul 14, 2026
RMG Wealth Management LLC	History	No change	6	0	—	—	—	0	0.0%	Q2 2026	Aug 13, 2026
Signature Resources Capital Management, LLC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Jul 13, 2026
Cassaday & Co Wealth Management LLC	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Aug 10, 2026
Imprint Wealth LLC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Aug 14, 2026
PFS Partners, LLC	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Jul 20, 2026
Glen Eagle Advisors, LLC	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Aug 14, 2026
Burk Holdings LLC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Aug 12, 2026