VANGUARD WORLD FUND - MGV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | No change | 15,842,689 | 2,589,487 | 4.45% | 4.45% | 1 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,675,795 | 764,258 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,220,989 | 526,470 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,461,240 | 402,337 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,790,527 | 292,661 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 1,652,554 | 270,110 | 1.65% | 1.65% | 6 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,237,905 | 202,335 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 1,158,233 | 189,313 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,105,925 | 180,763 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 993,873 | 162,448 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 877,045 | 143,353 | 0.14% | 0.14% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 789,084 | 129,013 | 0.15% | 0.15% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Diamond Financial, LLC | History | No change | 757,229 | 123,768 | 10.91% | 10.91% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 753,203 | 123,111 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 733,157 | 119,834 | 0.9% | 0.9% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 720,076 | 117,696 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 683,600 | 111,932 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 531,727 | 86,910 | 0.43% | 0.43% | 18 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 486,183 | 79,466 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Advisors / MI | History | No change | 442,676 | 72,355 | 4.38% | 4.38% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 403,118 | 65,889 | 0.21% | 0.21% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 388,720 | 63,536 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 387,221 | 63,291 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 386,443 | 63,164 | 2.39% | 2.39% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 383,716 | 62,717 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 379,594 | 62,044 | 10.7% | 10.7% | 26 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cetera Investment Advisers | History | No change | 369,442 | 60,385 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 366,159 | 59,848 | 4.03% | 4.03% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apriem Advisors | History | No change | 349,628 | 57,146 | 4.95% | 4.95% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 343,974 | 56,319 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | No change | 314,324 | 51,376 | 10.4% | 10.4% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 301,213 | 49,233 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 316,144 | 48,740 | 0.14% | 0.14% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 285,839 | 46,720 | 0.59% | 0.59% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 226,306 | 37,000 | 0.97% | 0.97% | 35 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BHK Investment Advisors, LLC | History | No change | 219,087 | 35,809 | 10.7% | 10.7% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 216,700 | 35,482 | 1.15% | 1.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Braeburn Wealth Management LLC | History | No change | 211,636 | 34,591 | 14.85% | 14.85% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Capital Management, LLC | History | No change | 210,222 | 34,360 | 12.38% | 12.38% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 208,483 | 34,076 | 2.12% | 2.12% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advantage, Inc. | History | No change | 197,037 | 32,205 | 3.93% | 3.93% | 41 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 191,472 | 31,296 | 2.11% | 2.11% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Zeit Capital LLC | History | No change | 189,915 | 31,041 | 18.71% | 18.71% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 187,389 | 30,628 | 5.23% | 5.23% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 182,380 | 29,810 | 1.09% | 1.09% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 181,191 | 29,615 | 0.14% | 0.14% | 46 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Graney & King, LLC | History | No change | 179,184 | 29,287 | 10.53% | 10.53% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 172,557 | 28,204 | 6.71% | 6.71% | 48 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Blue Edge Capital, LLC | History | No change | 158,930 | 25,977 | 3.12% | 3.12% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | No change | 158,867 | 25,966 | 3.12% | 3.12% | 50 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 154,959 | 25,328 | 0.48% | 0.48% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sheridan Capital Management, LLC | History | No change | 154,080 | 25,184 | 12.12% | 12.12% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Planning Group, LLC | History | No change | 149,966 | 24,511 | 0.62% | 0.62% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bison Wealth, LLC | History | No change | 146,800 | 24,106 | 2.21% | 2.21% | 54 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 146,457 | 23,938 | 5.23% | 5.23% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waverly Advisors, LLC | History | No change | 145,484 | 23,779 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 143,280 | 23,419 | 0.32% | 0.32% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Select Asset Management & Trust | History | No change | 141,613 | 23,147 | 6.66% | 6.66% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 141,114 | 23,065 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 133,485 | 21,818 | 1.65% | 1.65% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pachira Investments Inc. | History | No change | 132,385 | 21,638 | 8.16% | 8.16% | 61 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 129,222 | 21,121 | 0.31% | 0.31% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 125,856 | 20,571 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Management Systems Inc. | History | No change | 120,323 | 19,666 | 4.03% | 4.03% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 116,563 | 19,052 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 113,093 | 18,485 | 2.66% | 2.66% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | No change | 111,569 | 18,251 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 110,373 | 18,012 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | No change | 109,313 | 17,867 | 0.3% | 0.3% | 69 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 106,191 | 17,356 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 104,998 | 17,161 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 102,562 | 16,717 | 2.07% | 2.07% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | No change | 102,217 | 16,707 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crumly & Associates Inc. | History | Added to | 101,549 | 16,358 | 2.9% | 2.4% | 74 | +24,802 | 32.32% | Q3 2026 | Oct 07, 2026 |
| Private Advisor Group, LLC | History | No change | 99,930 | 16,333 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HB Wealth Management, LLC | History | No change | 98,280 | 16,063 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 90,700 | 14,824 | 0.17% | 0.17% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 89,888 | 14,692 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 89,104 | 14,564 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 86,771 | 14,183 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 82,962 | 13,560 | 8.82% | 8.82% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avid Wealth Partners LLC | History | No change | 81,651 | 13,345 | 6.46% | 6.46% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 79,496 | 13,005 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 79,304 | 12,962 | 7.76% | 7.76% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| James J. Burns & Company, LLC | History | No change | 79,306 | 12,962 | 1.4% | 1.4% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOWE & RUSLING INC | History | No change | 76,615 | 12,522 | 0.73% | 0.73% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 76,465 | 12,498 | 0.75% | 0.75% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 73,556 | 12,023 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 72,209 | 11,802 | 1.15% | 1.15% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modera Wealth Management, LLC | History | No change | 72,071 | 11,780 | 0.13% | 0.13% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 71,941 | 11,758 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Planning LLC | History | No change | 70,530 | 11,528 | 3.36% | 3.36% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthfront Advisers LLC | History | No change | 69,987 | 11,439 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 65,983 | 10,784 | 4.67% | 4.67% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 65,270 | 10,717 | 3.23% | 3.23% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthShield Partners, LLC | History | No change | 65,255 | 10,665 | 1.63% | 1.63% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 60,975 | 9,966 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 60,926 | 9,958 | 5.36% | 5.36% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 59,778 | 9,770 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 58,928 | 9,631 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 59,508 | 9,586 | 6.12% | 6.23% | 101 | -1,467 | -2.41% | Q3 2026 | Oct 05, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 57,120 | 9,336 | 3.29% | 3.29% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Compass Planning Associates Inc | History | No change | 55,575 | 9,083 | 4.91% | 4.91% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Colorado Capital Management, Inc. | History | No change | 54,393 | 8,891 | 3.03% | 3.03% | 104 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 51,314 | 8,387 | 0.2% | 0.2% | 105 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fiduciary Alliance LLC | History | No change | 50,096 | 8,188 | 0.55% | 0.55% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 48,597 | 7,943 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 48,084 | 7,859 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 42,784 | 6,993 | 5.22% | 5.22% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TFB Advisors LLC | History | No change | 42,166 | 6,892 | 3.04% | 3.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Veridan Wealth LLC | History | No change | 42,136 | 6,887 | 2.34% | 2.34% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 41,638 | 6,805 | 3.15% | 3.15% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 40,732 | 6,657 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Resolute Advisors LLC | History | No change | 40,457 | 6,612 | 1.58% | 1.58% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 39,799 | 6,505 | 3.58% | 3.58% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 39,538 | 6,463 | 0.25% | 0.25% | 116 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 39,246 | 6,414 | 0.34% | 0.34% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Center For Asset Management LLC | History | No change | 37,808 | 6,179 | 2.74% | 2.74% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Financial Management LLC | History | No change | 37,580 | 6,142 | 4.93% | 4.93% | 119 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 36,166 | 5,911 | 0.7% | 0.7% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 36,079 | 5,897 | 0.86% | 0.86% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 35,591 | 5,861 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 35,591 | 5,861 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 35,616 | 5,821 | 0.43% | 0.43% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Royal Fund Management, LLC | History | No change | 35,093 | 5,736 | 0.48% | 0.48% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 34,909 | 5,705 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avant Capital LLC | History | No change | 34,278 | 5,602 | 3.51% | 3.51% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 34,132 | 5,578 | 2.81% | 2.81% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Principle Wealth Partners LLC | History | No change | 32,920 | 5,380 | 0.27% | 0.27% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Entelevest, LLC | History | No change | 32,657 | 5,337 | 4.56% | 4.56% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HUB Investment Partners, LLC | History | No change | 32,004 | 5,231 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | No change | 31,701 | 5,181 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 31,524 | 5,152 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WNY Asset Management, LLC | History | No change | 31,192 | 5,098 | 0.46% | 0.46% | 134 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WPG Advisers, LLC | History | No change | 30,545 | 4,992 | 2.93% | 2.93% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 30,287 | 4,950 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | No change | 29,774 | 4,866 | 0.12% | 0.12% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 29,745 | 4,861 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 29,650 | 4,846 | 0.23% | 0.23% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trademark Financial Management, LLC | History | No change | 29,369 | 4,800 | 1.97% | 1.97% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 29,019 | 4,743 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 28,853 | 4,716 | 0.92% | 0.92% | 142 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Boyd Wealth Management, LLC | History | No change | 28,517 | 4,661 | 1.76% | 1.76% | 143 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 28,231 | 4,614 | 1.4% | 1.4% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,068 | 4,587 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 27,171 | 4,582 | 0.24% | 0.24% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 27,958 | 4,569 | 0.41% | 0.41% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 27,849 | 4,551 | 0.21% | 0.21% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 27,180 | 4,442 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 26,770 | 4,375 | 1.14% | 1.14% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 26,737 | 4,370 | 0.15% | 0.15% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 26,568 | 4,342 | 0.09% | 0.09% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 26,120 | 4,269 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 25,507 | 4,169 | 0.79% | 0.79% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BSW Wealth Partners | History | No change | 25,462 | 4,161 | 0.46% | 0.46% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tradition Wealth Management, LLC | History | No change | 25,348 | 4,143 | 0.25% | 0.25% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 25,185 | 4,116 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 24,954 | 4,078 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Breakwater Investment Management | History | No change | 24,599 | 4,020 | 1.37% | 1.37% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Macro Advisors, Inc. | History | No change | 24,556 | 4,013 | 1.28% | 1.28% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 24,279 | 3,968 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 24,258 | 3,965 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 24,217 | 3,958 | 0.12% | 0.12% | 163 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANGUARD ADVISERS INC | History | No change | 24,089 | 3,937 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waterloo Capital, L.P. | History | No change | 24,003 | 3,923 | 0.22% | 0.22% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 23,698 | 3,873 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olistico Wealth, LLC | History | Added to | 23,813 | 3,836 | 1.6% | 1.51% | 167 | +2,148 | 9.91% | Q3 2026 | Oct 05, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 23,452 | 3,833 | 2.84% | 2.84% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 23,404 | 3,825 | 1.19% | 1.19% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | No change | 23,191 | 3,790 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 23,190 | 3,790 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighPoint Advisor Group LLC | History | No change | 23,162 | 3,785 | 0.13% | 0.13% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 23,143 | 3,782 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresta Advisors, Ltd. | History | No change | 22,438 | 3,667 | 1.32% | 1.32% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 22,395 | 3,660 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 22,133 | 3,617 | 0.48% | 0.48% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 21,762 | 3,556 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 21,687 | 3,544 | 0.87% | 0.87% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 21,527 | 3,518 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 21,493 | 3,513 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | No change | 21,091 | 3,447 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Argent Trust Co | History | No change | 20,180 | 3,298 | 0.1% | 0.1% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DAVENPORT & Co LLC | History | No change | 19,715 | 3,222 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 19,710 | 3,221 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maridea Wealth Management LLC | History | No change | 19,660 | 3,213 | 0.35% | 0.35% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 18,881 | 3,086 | 0.76% | 0.76% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 18,807 | 3,074 | 1.16% | 1.16% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 18,630 | 3,045 | 0.51% | 0.51% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 18,606 | 3,041 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 18,416 | 3,009 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grantvest Financial Group LLC | History | No change | 18,316 | 2,993 | 1.73% | 1.73% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascent Group, LLC | History | No change | 18,226 | 2,979 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,679 | 2,889 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 17,523 | 2,864 | 0.08% | 0.08% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 17,424 | 2,847 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 16,915 | 2,764 | 1.14% | 1.14% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 16,793 | 2,744 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 16,667 | 2,724 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 16,450 | 2,688 | 0.14% | 0.14% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 16,422 | 2,684 | 0.86% | 0.86% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 16,405 | 2,681 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 16,375 | 2,676 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 16,189 | 2,646 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investment Services, LLC | History | No change | 16,012 | 2,617 | 0.73% | 0.73% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 15,650 | 2,557 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Silicon Valley Capital Partners | History | No change | 15,567 | 2,544 | 0.21% | 0.21% | 206 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 15,479 | 2,530 | 0.1% | 0.1% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF HAWAII | History | No change | 15,354 | 2,509 | 0.12% | 0.12% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WT Wealth Management | History | No change | 15,238 | 2,490 | 0.69% | 0.69% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Snowden Capital Advisors LLC | History | No change | 15,127 | 2,472 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 14,892 | 2,434 | 1.2% | 1.2% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,558 | 2,400 | 0.1% | 0.1% | 212 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Focus Financial Network, Inc. | History | No change | 14,587 | 2,384 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 14,434 | 2,359 | 0.53% | 0.53% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 14,391 | 2,352 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 14,341 | 2,343 | 0.62% | 0.62% | 216 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Revisor Wealth Management LLC | History | No change | 14,097 | 2,304 | 0.55% | 0.55% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,935 | 2,277 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 13,932 | 2,277 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Wealth Management LLC | History | No change | 13,772 | 2,250 | 0.67% | 0.67% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Finward Bancorp | History | No change | 13,555 | 2,215 | 1.68% | 1.68% | 221 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 13,545 | 2,213 | 0.59% | 0.59% | 222 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 12,878 | 2,104 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merited Wealth, LLC | History | No change | 12,823 | 2,095 | 1.48% | 1.48% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DMKC Advisory Services, LLC | History | No change | 12,446 | 2,034 | 0.38% | 0.38% | 225 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFG Advisory, LLC | History | No change | 12,315 | 2,012 | 0.07% | 0.07% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 11,778 | 1,925 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 11,681 | 1,909 | 1.23% | 1.23% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 11,589 | 1,894 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| M&T BANK CORP | History | No change | 11,483 | 1,876 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 11,373 | 1,858 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Procyon Advisors, LLC | History | No change | 11,169 | 1,825 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 11,013 | 1,800 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Causey Wealth LLC | History | No change | 10,895 | 1,780 | 0.7% | 0.7% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,863 | 1,775 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballentine Partners, LLC | History | No change | 10,700 | 1,748 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sowell Financial Services LLC | History | No change | 10,686 | 1,746 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | No change | 10,598 | 1,732 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keeler Thomas Management LLC | History | No change | 10,330 | 1,688 | 0.6% | 0.6% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CFC Planning Co LLC | History | No change | 10,024 | 1,638 | 0.96% | 0.96% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,781 | 1,598 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,773 | 1,597 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 9,736 | 1,591 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Petix & Botte Co | History | No change | 9,700 | 1,585 | 0.32% | 0.32% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | No change | 9,687 | 1,583 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 9,543 | 1,559 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Worth Asset Management, LLC | History | Reduced | 9,575 | 1,542 | 0.45% | 0.85% | 247 | -6,741 | -41.32% | Q3 2026 | Oct 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 9,200 | 1,503 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,176 | 1,499 | 0.09% | 0.09% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 8,813 | 1,440 | 0.31% | 0.31% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 8,670 | 1,417 | 0.35% | 0.35% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 8,592 | 1,404 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 8,395 | 1,372 | 0.77% | 0.77% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 8,143 | 1,330 | 0.18% | 0.18% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oxinas Partners, LLC | History | No change | 8,113 | 1,326 | 0.52% | 0.52% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SCS Capital Management LLC | History | No change | 8,043 | 1,314 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | No change | 7,800 | 1,274 | 0.08% | 0.08% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 7,714 | 1,260 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | No change | 7,609 | 1,243 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 7,594 | 1,241 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONECO ADVISORS, LLC | History | No change | 7,529 | 1,230 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Visionary Wealth Advisors | History | No change | 7,529 | 1,230 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 7,458 | 1,219 | 0.06% | 0.06% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 7,402 | 1,209 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | No change | 7,389 | 1,207 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Wealth Group, LLC | History | No change | 7,354 | 1,202 | 0.46% | 0.46% | 266 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,247 | 1,184 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 7,129 | 1,165 | 0.39% | 0.39% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 7,115 | 1,162 | 0.66% | 0.66% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 7,930 | 1,160 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crane Advisory, LLC | History | No change | 7,126 | 1,159 | 0.17% | 0.17% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 7,056 | 1,153 | 0.1% | 0.1% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,027 | 1,148 | 0.05% | 0.05% | 273 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 6,957 | 1,137 | 0.48% | 0.48% | 274 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 6,811 | 1,113 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 6,813 | 1,113 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 6,786 | 1,109 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hudock, Inc. | History | No change | 6,777 | 1,107 | 0.14% | 0.14% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GreatBanc Trust CO | History | No change | 6,763 | 1,105 | 0.69% | 0.69% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 6,748 | 1,102 | 0.45% | 0.45% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 6,666 | 1,089 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| StoneX Group Inc. | History | No change | 6,500 | 1,062 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First National Advisers, LLC | History | No change | 6,460 | 1,055 | 0.15% | 0.15% | 283 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 6,401 | 1,046 | 0.1% | 0.1% | 284 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 6,335 | 1,035 | 0.27% | 0.27% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 6,295 | 1,028 | 0.63% | 0.63% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 6,186 | 1,011 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 6,097 | 996 | 0.08% | 0.08% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 6,075 | 992 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 6,055 | 989 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 6,051 | 988 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop Holdings Inc. | History | No change | 6,042 | 987 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 5,995 | 979 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 5,902 | 964 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Synergy Investment Management, LLC | History | No change | 5,850 | 956 | 0.23% | 0.23% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 5,828 | 952 | 0.3% | 0.3% | 296 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Western Wealth Management, LLC | History | No change | 5,761 | 941 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 5,783 | 935 | 0.12% | 0.12% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 5,717 | 934 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,682 | 928 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| VICUS CAPITAL | History | No change | 5,497 | 898 | 0.06% | 0.06% | 301 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creekside Partners | History | No change | 5,416 | 885 | 0.32% | 0.32% | 302 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wharton Business Group, LLC | History | No change | 5,410 | 884 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 5,352 | 878 | 0.08% | 0.08% | 304 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 5,336 | 872 | 0.54% | 0.54% | 305 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 5,284 | 869 | 0.3% | 0.3% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRB Wealth Management, LLC | History | No change | 5,254 | 858 | 0.11% | 0.11% | 307 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,184 | 848 | 0.08% | 0.08% | 308 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 5,186 | 847 | 0.15% | 0.15% | 309 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 5,174 | 845 | 0.17% | 0.17% | 310 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Venture Visionary Partners LLC | History | Added to | 5,233 | 843 | 0.02% | 0.02% | 312 | +150 | 2.95% | Q3 2026 | Oct 07, 2026 |
| Rossmore Private Capital | History | No change | 5,160 | 843 | 0.07% | 0.07% | 311 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 5,215 | 843 | 0.33% | 0.33% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 5,120 | 836 | 0.54% | 0.54% | 314 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 5,056 | 826 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 4,997 | 804 | 0.19% | 0.21% | 316 | -235 | -4.49% | Q3 2026 | Oct 06, 2026 |
| BRIGHTON JONES LLC | History | No change | 4,899 | 800 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,900 | 800 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wagner Wealth Management, LLC | History | No change | 4,894 | 799 | 0.15% | 0.15% | 319 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 4,807 | 785 | 0.33% | 0.33% | 320 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,801 | 784 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,737 | 774 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 4,691 | 766 | 0.41% | 0.41% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,677 | 764 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 4,656 | 761 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 4,599 | 751 | 0.14% | 0.14% | 326 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,614 | 750 | 0.04% | 0.04% | 327 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Morrissey Wealth Management, LLC | History | No change | 4,642 | 750 | 0.47% | 0.47% | 328 | 0 | 0.0% | Q2 2026 | Oct 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4,539 | 741 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 4,507 | 736 | 0.4% | 0.4% | 330 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 4,450 | 727 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optivise Advisory Services LLC | History | No change | 4,432 | 724 | 0.37% | 0.37% | 332 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gallacher Capital Management LLC | History | No change | 4,429 | 723 | 0.41% | 0.41% | 333 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Independent Wealth Advisors LLC | History | No change | 4,371 | 714 | 0.65% | 0.65% | 334 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 4,255 | 695 | 0.16% | 0.16% | 335 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,250 | 694 | 0.04% | 0.04% | 336 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,221 | 689 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,158 | 679 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,140 | 675 | 0.03% | 0.03% | 339 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Genesis Financial Group, LLC | History | No change | 4,130 | 675 | 0.44% | 0.44% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 4,074 | 665 | 0.04% | 0.04% | 341 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | No change | 4,061 | 663 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Haverford Trust Co | History | No change | 3,937 | 643 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 3,935 | 643 | 0.12% | 0.12% | 344 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 3,937 | 643 | 0.42% | 0.42% | 345 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sonoma Private Wealth LLC | History | No change | 3,908 | 638 | 0.69% | 0.69% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 3,932 | 633 | 0.28% | 0.29% | 347 | -73 | -1.82% | Q3 2026 | Oct 01, 2026 |
| Martel Wealth Advisors LLC | History | No change | 3,867 | 631 | 0.1% | 0.1% | 348 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,850 | 629 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,854 | 629 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Bank | History | No change | 3,824 | 625 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 3,805 | 621 | 0.19% | 0.19% | 352 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Csenge Advisory Group | History | No change | 3,757 | 614 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eagle Wealth Advisors LLC | History | No change | 3,641 | 595 | 0.45% | 0.45% | 354 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Goldstone Financial Group, LLC | History | No change | 3,610 | 590 | 0.05% | 0.05% | 355 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 3,602 | 588 | 0.03% | 0.03% | 356 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Todd Wealth Management, LLC | History | No change | 3,590 | 586 | 0.44% | 0.44% | 357 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Triad Wealth Partners, LLC | History | No change | 3,552 | 582 | 0.03% | 0.03% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 3,555 | 581 | 0.24% | 0.24% | 359 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OxenFree Capital LLC | History | Reduced | 3,551 | 577 | 0.25% | 0.27% | 360 | -13 | -0.36% | Q3 2026 | Oct 07, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 3,510 | 573 | 0.3% | 0.3% | 361 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bay Capital Advisors, LLC | History | No change | 3,500 | 572 | 0.31% | 0.31% | 362 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 3,890 | 563 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,441 | 562 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Balefire, LLC | History | No change | 3,372 | 551 | 0.09% | 0.09% | 365 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 3,354 | 548 | 0.12% | 0.12% | 366 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fusion Family Wealth, LLC | History | No change | 3,290 | 537 | 0.04% | 0.04% | 367 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 3,258 | 532 | 0.04% | 0.04% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCO Wealth Management LLC | History | No change | 3,242 | 529 | 0.29% | 0.29% | 369 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avalon Trust Co | History | No change | 3,234 | 528 | 0.03% | 0.03% | 370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Interchange Capital Partners, LLC | History | No change | 3,215 | 525 | 0.1% | 0.1% | 371 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LWM ADVISORS INC | History | No change | 3,180 | 519 | 0.39% | 0.39% | 372 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,164 | 517 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 3,149 | 514 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nemes Rush Group LLC | History | No change | 3,130 | 511 | 0.04% | 0.04% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 2,933 | 479 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,893 | 472 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 2,861 | 467 | 0.08% | 0.08% | 378 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 2,859 | 467 | 0.6% | 0.6% | 379 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 2,822 | 461 | 0.08% | 0.08% | 380 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 2,820 | 460 | 0.25% | 0.25% | 381 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Berger Financial Group, Inc | History | No change | 2,763 | 451 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,748 | 449 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 2,741 | 447 | 0.03% | 0.03% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 2,724 | 445 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,714 | 444 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Alternatives, Inc | History | No change | 2,705 | 442 | 0.22% | 0.22% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,680 | 438 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneAscent Family Office, LLC | History | No change | 2,638 | 431 | 0.22% | 0.22% | 389 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 2,627 | 429 | 0.08% | 0.08% | 390 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Welch Group, LLC | History | No change | 2,616 | 427 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 2,561 | 418 | 0.1% | 0.1% | 392 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 2,553 | 417 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,546 | 416 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 2,543 | 415 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 2,865 | 415 | 0.07% | 0.07% | 396 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Spire Wealth Management | History | No change | 2,544 | 415 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 2,512 | 410 | 0.04% | 0.04% | 398 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apeiron RIA LLC | History | No change | 2,498 | 408 | 0.1% | 0.1% | 399 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parallel Advisors, LLC | History | No change | 2,484 | 406 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SPINNAKER TRUST | History | No change | 2,460 | 402 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 2,458 | 401 | 0.09% | 0.09% | 402 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AA Financial Advisors, LLC | History | No change | 2,442 | 399 | 0.05% | 0.05% | 403 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Virtu Financial LLC | History | No change | 2,430 | 397 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 2,377 | 388 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Betterment LLC | History | No change | 2,342 | 383 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 2,346 | 383 | 0.17% | 0.17% | 407 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,325 | 380 | 0.03% | 0.03% | 408 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cloud Capital Management, LLC | History | No change | 2,322 | 379 | 0.14% | 0.14% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,290 | 374 | 0.12% | 0.12% | 410 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 2,283 | 373 | 0.23% | 0.23% | 411 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,285 | 373 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 2,212 | 366 | 0.11% | 0.11% | 413 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMMITRY LLC | History | No change | 2,230 | 364 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CVFG LLC | History | No change | 2,230 | 364 | 0.04% | 0.04% | 415 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concorde Asset Management, LLC | History | No change | 2,190 | 357 | 0.21% | 0.21% | 416 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LRI Investments, LLC | History | No change | 2,159 | 352 | 0.03% | 0.03% | 417 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,153 | 351 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,147 | 350 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,141 | 349 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Verdence Capital Advisors LLC | History | No change | 2,111 | 345 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Range Advisory, LLC | History | No change | 2,112 | 345 | 0.04% | 0.04% | 422 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 2,107 | 344 | 0.18% | 0.18% | 423 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| M3 Advisory Group, LLC | History | No change | 2,108 | 344 | 0.18% | 0.18% | 424 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMG National Trust Bank | History | No change | 2,100 | 343 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 2,099 | 343 | 0.05% | 0.05% | 426 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 2,102 | 343 | 0.11% | 0.11% | 427 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aspire Growth Partners LLC | History | No change | 2,077 | 339 | 0.2% | 0.2% | 428 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 2,073 | 338 | 0.52% | 0.52% | 429 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 2,042 | 333 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 2,000 | 326 | 0.03% | 0.03% | 431 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 2,000 | 326 | 0.03% | 0.03% | 432 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retireful, LLC | History | No change | 1,990 | 325 | 0.3% | 0.3% | 433 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 1,989 | 325 | 0.07% | 0.07% | 434 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 2,015 | 324 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Strategic Blueprint, LLC | History | No change | 1,978 | 323 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RVW Wealth, LLC | History | No change | 2,000 | 322 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Certified Advisory Corp | History | No change | 1,950 | 318 | 0.03% | 0.03% | 438 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vanguard National Trust Co | History | No change | 1,917 | 313 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,913 | 312 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,904 | 311 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | No change | 1,898 | 310 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | No change | 1,897 | 310 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 1,901 | 310 | 0.02% | 0.02% | 444 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,859 | 304 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Darrow Company, Inc. | History | No change | 1,851 | 303 | 0.12% | 0.12% | 446 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IEQ CAPITAL, LLC | History | No change | 1,852 | 302 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dakota Wealth Management | History | No change | 1,783 | 291 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sageworth Trust Co | History | No change | 1,754 | 286 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clarity Financial LLC | History | No change | 1,750 | 286 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,752 | 286 | 0.03% | 0.03% | 451 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kingsman Wealth Management, Inc. | History | No change | 1,740 | 284 | 0.13% | 0.13% | 452 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rodgers & Associates, LTD | History | No change | 1,715 | 280 | 0.03% | 0.03% | 453 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sachetta, LLC | History | No change | 1,681 | 274 | 0.13% | 0.13% | 454 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 1,656 | 270 | 0.09% | 0.09% | 455 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 1,617 | 264 | 0.11% | 0.11% | 456 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 1,619 | 264 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Management Associates, Inc | History | No change | 1,606 | 262 | 0.05% | 0.05% | 458 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 1,597 | 261 | 0.05% | 0.05% | 459 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 1,597 | 261 | 0.05% | 0.05% | 460 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 1,796 | 260 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 1,592 | 260 | 0.07% | 0.07% | 462 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,570 | 256 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 1,567 | 256 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 1,557 | 254 | 0.05% | 0.05% | 465 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Addison Advisors LLC | History | No change | 1,560 | 254 | 0.12% | 0.12% | 466 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 1,545 | 252 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,541 | 251 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,540 | 251 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apollon Financial, LLC | History | No change | 1,524 | 249 | 0.03% | 0.03% | 470 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VeraBank, N.A. | History | No change | 1,521 | 248 | 0.04% | 0.04% | 471 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 1,511 | 246 | 0.02% | 0.02% | 472 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,500 | 245 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investment Insight Wealth Management, LLC | History | No change | 1,503 | 245 | 0.21% | 0.21% | 474 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 1,471 | 240 | 0.03% | 0.03% | 475 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,457 | 238 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 1,458 | 238 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,450 | 237 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 1,448 | 236 | 0.03% | 0.03% | 479 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,441 | 235 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,441 | 235 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Management, Inc. | History | No change | 1,426 | 233 | 0.03% | 0.03% | 482 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Morton Capital Management LLC/CA | History | No change | 1,430 | 233 | 0.03% | 0.03% | 483 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 1,404 | 229 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 1,402 | 229 | 0.19% | 0.19% | 485 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,403 | 229 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,385 | 226 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 1,383 | 226 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sollinda Capital Management LLC | History | No change | 1,388 | 226 | 0.05% | 0.05% | 489 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 1,378 | 225 | 0.2% | 0.2% | 490 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ethic Inc. | History | No change | 1,376 | 224 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 1,361 | 222 | 0.04% | 0.04% | 492 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 1,346 | 219 | 0.02% | 0.02% | 493 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,333 | 217 | 0.02% | 0.02% | 494 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 1,305 | 213 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Wealth Services, LLC | History | No change | 1,309 | 213 | 0.04% | 0.04% | 496 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 1,300 | 212 | 0.19% | 0.19% | 497 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 1,280 | 209 | 0.2% | 0.2% | 498 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lake Hills Wealth Management, LLC | History | No change | 1,297 | 208 | 0.1% | 0.1% | 499 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BlackRock, Inc. | History | No change | 1,271 | 207 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Capital Management, LLC | History | No change | 1,263 | 207 | 0.06% | 0.06% | 501 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| United Advisor Group, LLC | History | No change | 1,263 | 206 | 0.02% | 0.02% | 502 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,261 | 206 | 0.02% | 0.02% | 503 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,260 | 205 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 1,259 | 205 | 0.1% | 0.1% | 505 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equity Wealth Partners, LLC | History | No change | 1,252 | 204 | 0.07% | 0.07% | 506 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisors Capital Management, LLC | History | No change | 1,237 | 202 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,231 | 201 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 1,224 | 200 | 0.03% | 0.03% | 509 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 1,227 | 200 | 0.02% | 0.02% | 510 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,133 | 185 | 0.11% | 0.11% | 511 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Regatta Research & Money Management | History | No change | 1,129 | 184 | 0.17% | 0.17% | 512 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,066 | 174 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,036 | 169 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 979 | 160 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 928 | 151 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UMB Bank, n.a. | History | No change | 882 | 144 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DT Investment Partners, LLC | History | No change | 860 | 140 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CENTRAL TRUST Co | History | No change | 848 | 138 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Triumph Capital Management | History | No change | 822 | 134 | 0.02% | 0.02% | 520 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 800 | 130 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 800 | 130 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 710 | 116 | 0.02% | 0.02% | 523 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Command Advisory Services, Inc. | History | No change | 706 | 115 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 667 | 109 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Alpine Bank Wealth Management | History | No change | 600 | 98 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 571 | 93 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pflug Koory, LLC | History | No change | 547 | 89 | 0.04% | 0.04% | 528 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 520 | 84 | 0.01% | 0.01% | 529 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 485 | 79 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dunhill Financial, LLC | History | No change | 485 | 79 | 0.02% | 0.02% | 531 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SouthState Bank Corp | History | No change | 480 | 78 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 453 | 74 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATUREFD, LLC | History | No change | 448 | 73 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 441 | 72 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 433 | 70 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 406 | 66 | 0.05% | 0.05% | 537 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tower View Wealth Management LLC | History | No change | 400 | 65 | 0.03% | 0.03% | 538 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| City State Bank | History | No change | 400 | 65 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 375 | 61 | 0.02% | 0.02% | 540 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 355 | 58 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vision Retirement, LLC | History | No change | 335 | 54 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 328 | 53 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 318 | 51 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strive Financial Group ,LLC | History | No change | 300 | 49 | 0.02% | 0.02% | 545 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | No change | 281 | 45 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Life Planners | History | No change | 277 | 45 | 0.03% | 0.03% | 547 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 271 | 44 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 275 | 44 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Trust, LLC | History | No change | 253 | 41 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bare Financial Services, Inc | History | No change | 252 | 41 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Robinswood Financial LLC | History | No change | 253 | 41 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bullseye Investment Management, LLC | History | No change | 245 | 40 | 0.02% | 0.02% | 553 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| FIRST HORIZON CORP | History | No change | 233 | 38 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 233 | 38 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 229 | 37 | 0.02% | 0.02% | 556 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 224 | 36 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kilter Group LLC | History | No change | 221 | 36 | 0.01% | 0.01% | 558 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 210 | 34 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Downshift Financial, LLC | History | No change | 202 | 32 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | No change | 186 | 30 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kentucky Trust Co | History | No change | 177 | 28 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 167 | 27 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 157 | 25 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 159 | 25 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 152 | 24 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Seneschal Advisors, LLC | History | No change | 150 | 24 | 0.02% | 0.02% | 567 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Costello Asset Management, INC | History | No change | 141 | 23 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GoalVest Advisory LLC | History | No change | 146 | 23 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 141 | 23 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 136 | 22 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 128 | 20 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 117 | 19 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 113 | 18 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TSFG, LLC | History | No change | 100 | 16 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 99 | 16 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 100 | 16 | 0.01% | 0.01% | 577 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 97 | 15 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 95 | 15 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 87 | 14 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANZ SE | History | No change | 87 | 14 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 80 | 12 | 0.0% | 0.01% | 582 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| HM PAYSON & CO | History | No change | 72 | 11 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 71 | 11 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Avengers, Inc. | History | No change | 71 | 11 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Abound Wealth Management | History | No change | 70 | 11 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Networth Advisors, LLC | History | No change | 68 | 11 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 66 | 10 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 67 | 10 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 67 | 10 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 59 | 9 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 57 | 9 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 54 | 8 | 0.0% | 0.0% | 594 | +5 | 10.2% | Q3 2026 | Oct 05, 2026 |
| Ancora Advisors LLC | History | No change | 55 | 8 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 40 | 6 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Register Financial Advisors LLC | History | No change | 38 | 6 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 35 | 5 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 31 | 5 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 29 | 4 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kingdom Financial Group LLC. | History | No change | 22 | 3 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EASTERN BANK | History | No change | 17 | 2 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 17 | 2 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LifeSteps Financial, Inc. | History | No change | 14 | 2 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 12 | 1 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |