Nushares ETF Trust - NULG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 7,748,550 | 907,045 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,442,650 | 285,936 | 0.98% | 0.98% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 1,111,081 | 130,063 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 991,582 | 114,369 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 695,633 | 81,430 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 569,147 | 66,624 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 516,567 | 60,469 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 316,213 | 36,961 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 277,316 | 32,462 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 239,522 | 28,038 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 237,347 | 27,783 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 176,794 | 20,695 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 143,889 | 16,843 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | Reduced | 130,537 | 14,840 | 0.95% | 1.02% | 14 | -2,135 | -1.61% | Q3 2026 | Oct 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 126,692 | 14,830 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 124,436 | 14,566 | 0.18% | 0.18% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 114,889 | 13,448 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WIN ADVISORS, INC | History | No change | 99,015 | 11,590 | 4.13% | 4.13% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Impact Investors, Inc | History | No change | 92,455 | 10,822 | 7.91% | 7.91% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | No change | 90,616 | 10,607 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Laurel Wealth Planning LLC | History | No change | 86,349 | 10,108 | 4.47% | 4.47% | 21 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 85,481 | 10,006 | 0.13% | 0.13% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 82,840 | 9,626 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 80,355 | 9,406 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DeDora Capital, Inc. | History | No change | 80,070 | 9,373 | 2.04% | 2.04% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 74,169 | 8,682 | 0.51% | 0.51% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WCG Wealth Advisors LLC | History | No change | 70,682 | 8,273 | 0.2% | 0.2% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 69,543 | 8,140 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Francis Financial, Inc. | History | No change | 66,909 | 7,832 | 1.28% | 1.28% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 66,777 | 7,816 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 66,438 | 7,777 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 66,015 | 7,727 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| One Capital Management, LLC | History | No change | 82,429 | 7,496 | 0.21% | 0.21% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 63,377 | 7,418 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 62,774 | 7,348 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 59,566 | 6,974 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 58,517 | 6,849 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 51,326 | 6,008 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 45,647 | 5,343 | 2.26% | 2.26% | 39 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 45,133 | 5,283 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 44,420 | 5,199 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 43,759 | 5,122 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evolution Advisers, Inc. | History | No change | 42,779 | 5,007 | 1.84% | 1.84% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 40,830 | 4,779 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 40,774 | 4,772 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GTS SECURITIES LLC | History | No change | 36,662 | 4,291 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 36,108 | 4,226 | 1.46% | 1.46% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 29,368 | 3,437 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| L & S Advisors Inc | History | No change | 27,558 | 3,225 | 0.33% | 0.33% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 26,615 | 3,115 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 26,331 | 3,064 | 1.06% | 1.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 25,990 | 3,042 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equita Financial Network, Inc. | History | No change | 25,450 | 2,979 | 0.83% | 0.83% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Scott Capital Advisors, LLC | History | No change | 25,039 | 2,931 | 0.46% | 0.46% | 54 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BOKF, NA | History | No change | 24,911 | 2,916 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clarity Asset Management, Inc. | History | No change | 24,517 | 2,870 | 1.41% | 1.41% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mascoma Wealth Management LLC | History | No change | 24,199 | 2,832 | 0.53% | 0.53% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,081 | 2,701 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 22,505 | 2,634 | 0.24% | 0.24% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 22,154 | 2,593 | 1.0% | 1.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 21,333 | 2,497 | 0.26% | 0.26% | 61 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 20,130 | 2,356 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.Safra Asset Management Corp | History | No change | 19,868 | 2,325 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 19,657 | 2,301 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financial Insights, Inc. | History | No change | 19,500 | 2,282 | 0.6% | 0.6% | 65 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| US BANCORP \DE\ | History | No change | 19,126 | 2,238 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 18,887 | 2,210 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Advisory Team LLC | History | No change | 18,857 | 2,207 | 1.79% | 1.79% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,332 | 2,197 | 0.02% | 0.02% | 69 | +2,020 | 11.67% | Q3 2026 | Oct 08, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 18,707 | 2,189 | 1.03% | 1.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,648 | 2,182 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 18,613 | 2,178 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGN Advisors LLC | History | No change | 18,602 | 2,177 | 0.16% | 0.16% | 73 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,473 | 2,162 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 17,754 | 2,078 | 0.51% | 0.51% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CX Institutional | History | Reduced | 18,019 | 2,049 | 0.06% | 0.06% | 76 | -522 | -2.82% | Q3 2026 | Oct 02, 2026 |
| IHT Wealth Management, LLC | History | No change | 17,153 | 2,007 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,000 | 1,990 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 16,861 | 1,973 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Falcon Wealth Planning | History | No change | 16,443 | 1,924 | 0.12% | 0.12% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 16,076 | 1,881 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 15,523 | 1,817 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 15,401 | 1,802 | 0.7% | 0.7% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 15,309 | 1,792 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 14,887 | 1,742 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AE Wealth Management LLC | History | No change | 14,487 | 1,695 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Financial Management LLC | History | No change | 14,395 | 1,685 | 1.35% | 1.35% | 87 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| MFA WEALTH ADVISORS, LLC | History | No change | 14,585 | 1,658 | 0.28% | 0.29% | 88 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| HB Wealth Management, LLC | History | No change | 14,018 | 1,641 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Pacific Financial | History | No change | 13,889 | 1,625 | 0.19% | 0.19% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 13,600 | 1,592 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Heck Capital Advisors, LLC | History | No change | 13,555 | 1,586 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 13,416 | 1,570 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 13,330 | 1,560 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 12,829 | 1,501 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,338 | 1,444 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Western Wealth Management, LLC | History | No change | 12,337 | 1,444 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curtis Advisory Group, LLC | History | No change | 12,257 | 1,434 | 0.28% | 0.28% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 12,231 | 1,432 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 12,223 | 1,430 | 0.14% | 0.14% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 12,069 | 1,412 | 0.17% | 0.17% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Johnson Financial Group, Inc. | History | No change | 10,993 | 1,286 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,957 | 1,282 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 10,401 | 1,217 | 0.15% | 0.15% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,270 | 1,202 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colorado Capital Management, Inc. | History | No change | 9,891 | 1,158 | 0.4% | 0.4% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| COMMERCE BANK | History | No change | 9,828 | 1,150 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LexAurum Advisors, LLC | History | No change | 9,049 | 1,059 | 0.12% | 0.12% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 8,877 | 1,039 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | No change | 8,773 | 1,027 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 8,491 | 993 | 0.9% | 0.9% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Maia Wealth LLC | History | No change | 8,124 | 951 | 0.14% | 0.14% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | No change | 7,998 | 936 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| May Hill Capital, LLC | History | No change | 7,998 | 936 | 0.2% | 0.2% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 7,648 | 895 | 0.53% | 0.53% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 7,561 | 885 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 7,547 | 883 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 7,533 | 881 | 0.1% | 0.1% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,526 | 880 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prism Advisors, Inc. | History | No change | 7,526 | 880 | 0.21% | 0.21% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 7,431 | 869 | 0.71% | 0.71% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Refined Wealth Management | History | No change | 7,323 | 857 | 0.52% | 0.52% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VICUS CAPITAL | History | No change | 7,193 | 841 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Westfuller Advisors, LLC | History | No change | 7,019 | 821 | 0.3% | 0.3% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Odyssey Group, LLC | History | No change | 6,825 | 798 | 0.22% | 0.22% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 6,776 | 793 | 0.14% | 0.14% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 6,656 | 779 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 6,635 | 776 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McAdam, LLC | History | No change | 6,479 | 758 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 6,462 | 756 | 0.37% | 0.37% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 6,454 | 755 | 0.52% | 0.52% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,390 | 748 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aprio Wealth Management, LLC | History | No change | 6,329 | 740 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 6,312 | 738 | 0.29% | 0.29% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paulson Wealth Management Inc. | History | No change | 6,206 | 726 | 0.15% | 0.15% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 6,192 | 724 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RAM Investment Partners, LLC | History | No change | 6,062 | 709 | 0.11% | 0.11% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 6,023 | 705 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 5,965 | 698 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 5,771 | 675 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 5,719 | 669 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,547 | 649 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DDFG, Inc | History | No change | 5,446 | 637 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Old Peak Finance LLC | History | No change | 5,240 | 613 | 0.3% | 0.3% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | No change | 5,177 | 605 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 5,051 | 591 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 4,943 | 578 | 0.12% | 0.12% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,923 | 576 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 4,911 | 574 | 0.3% | 0.3% | 149 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Trademark Financial Management, LLC | History | No change | 4,888 | 572 | 0.23% | 0.23% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Bank & Trust | History | No change | 4,853 | 568 | 0.11% | 0.11% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 4,823 | 564 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 4,777 | 559 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VestGen Advisors, LLC | History | No change | 4,749 | 555 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 4,747 | 555 | 0.43% | 0.43% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 6,021 | 547 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,623 | 541 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 4,601 | 538 | 0.13% | 0.13% | 158 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 4,593 | 537 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rede Wealth, LLC | History | No change | 4,514 | 528 | 0.17% | 0.17% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,489 | 525 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 4,397 | 514 | 0.23% | 0.23% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,333 | 507 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Parcion Private Wealth LLC | History | No change | 4,302 | 503 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 4,254 | 497 | 0.22% | 0.22% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,169 | 488 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 4,157 | 486 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 4,128 | 483 | 0.2% | 0.2% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 4,121 | 482 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 4,104 | 480 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 4,108 | 480 | 0.26% | 0.26% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 4,060 | 475 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freedom Investment Management, Inc. | History | No change | 4,060 | 475 | 0.13% | 0.13% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,019 | 470 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearview Wealth Management LLC | History | No change | 3,976 | 465 | 0.3% | 0.3% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Trust Co | History | No change | 3,968 | 464 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Estate Counselors, LLC | History | No change | 3,925 | 459 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 3,916 | 458 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 3,830 | 448 | 0.19% | 0.19% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clarity Wealth Development LLC | History | No change | 3,749 | 438 | 0.24% | 0.24% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighPoint Advisor Group LLC | History | No change | 3,725 | 436 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 3,696 | 432 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 3,673 | 429 | 0.21% | 0.21% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | No change | 3,616 | 423 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 3,676 | 416 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,514 | 411 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WARNER FINANCIAL, INC | History | No change | 3,516 | 411 | 0.12% | 0.12% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Focused Wealth Management, Inc | History | No change | 3,491 | 408 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3,593 | 408 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JGP Wealth Management, LLC | History | No change | 3,483 | 407 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,439 | 402 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,428 | 401 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Private Wealth Management Group, LLC | History | No change | 3,372 | 394 | 0.09% | 0.09% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 3,316 | 388 | 0.12% | 0.12% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 3,304 | 386 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | No change | 3,291 | 385 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 3,245 | 379 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 3,245 | 379 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 3,231 | 378 | 0.11% | 0.11% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 3,205 | 370 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 3,096 | 362 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wolff Financial Management LLC | History | No change | 2,994 | 350 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Montis Financial, LLC | History | No change | 2,996 | 350 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 2,987 | 349 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,985 | 349 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 2,951 | 345 | 0.12% | 0.12% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 2,886 | 337 | 0.08% | 0.08% | 207 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,871 | 336 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Columbia River Financial Group, LLC | History | No change | 2,857 | 334 | 0.18% | 0.18% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 2,780 | 325 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 2,745 | 321 | 0.13% | 0.13% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vantage Point Financial LLC | History | No change | 2,740 | 320 | 0.1% | 0.1% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 2,731 | 319 | 0.49% | 0.49% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Skyline Advisors, Inc. | History | No change | 2,657 | 311 | 0.1% | 0.1% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NOVEM GROUP | History | No change | 2,646 | 309 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Snider Financial Group | History | No change | 2,637 | 308 | 0.08% | 0.08% | 216 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Diversified Enterprises, LLC | History | No change | 2,632 | 308 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SFM, LLC | History | No change | 2,631 | 307 | 0.16% | 0.16% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,584 | 302 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,573 | 301 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Partners LLC | History | No change | 2,563 | 300 | 0.07% | 0.07% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,554 | 298 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,526 | 295 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | No change | 2,512 | 294 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bath Savings Trust Co | History | Added to | 2,565 | 291 | 0.03% | 0.03% | 225 | +140 | 5.77% | Q3 2026 | Oct 07, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,617 | 291 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,617 | 291 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 2,484 | 290 | 0.17% | 0.17% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 2,463 | 288 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,460 | 287 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 2,445 | 286 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Goepper Burkhardt LLC | History | No change | 2,365 | 276 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Milestone Investment Advisors LLC | History | No change | 2,364 | 276 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,343 | 274 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crane Advisory, LLC | History | No change | 2,413 | 273 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savant Capital, LLC | History | No change | 2,600 | 271 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compton Financial Group, LLC | History | No change | 2,289 | 267 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | No change | 2,250 | 263 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 2,240 | 262 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 2,290 | 260 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Riverwater Partners LLC | History | No change | 2,212 | 258 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stewardship Advisors, LLC | History | No change | 2,128 | 249 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 2,122 | 248 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,111 | 247 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KPP Advisory Services LLC | History | No change | 2,099 | 245 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Financial Group LLC | History | No change | 2,063 | 241 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 2,053 | 240 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | No change | 2,020 | 236 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIRE ADVISORS, LLC | History | No change | 2,016 | 235 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,999 | 234 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,979 | 231 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,959 | 229 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Advisors, LLC | History | No change | 1,958 | 229 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 1,943 | 227 | 0.11% | 0.11% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ramiah Investment Group | History | No change | 1,941 | 227 | 0.17% | 0.17% | 255 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Essex Financial Services, Inc. | History | No change | 1,934 | 226 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redwood Financial Network Corp | History | No change | 1,938 | 226 | 0.13% | 0.13% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equity Wealth Partners, LLC | History | No change | 1,914 | 224 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Canal Capital Management, LLC | History | No change | 1,899 | 222 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 1,900 | 222 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLP Wealth Management, LLC | History | No change | 1,896 | 221 | 0.39% | 0.39% | 261 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 1,865 | 218 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KINTRA WEALTH, LLC | History | No change | 1,810 | 214 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,831 | 214 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Trek Financial, LLC | History | No change | 1,821 | 213 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 1,800 | 210 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 1,802 | 210 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 1,794 | 210 | 0.12% | 0.12% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,787 | 209 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 1,782 | 208 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,674 | 195 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Orion Capital Management LLC | History | No change | 1,578 | 184 | 0.06% | 0.06% | 272 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 1,546 | 180 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,532 | 179 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,530 | 179 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Investors Research Corp | History | Added to | 1,497 | 170 | 0.03% | 0.03% | 276 | +85 | 6.02% | Q3 2026 | Oct 07, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,331 | 155 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,342 | 152 | 0.0% | 0.0% | 278 | +127 | 10.45% | Q3 2026 | Oct 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,284 | 150 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,208 | 141 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,208 | 141 | 0.11% | 0.11% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,075 | 122 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBT BANK, N.A. | History | No change | 1,036 | 121 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 983 | 115 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 951 | 111 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 920 | 104 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 869 | 101 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 805 | 94 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hanson & Doremus Investment Management | History | No change | 762 | 89 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Frankly Finances, LLC | History | No change | 748 | 87 | 0.07% | 0.07% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Archer Investment Corp | History | No change | 742 | 86 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Millstone Evans Group, LLC | History | No change | 690 | 80 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpine Bank Wealth Management | History | No change | 672 | 78 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 610 | 71 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 564 | 65 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Burk Holdings LLC | History | No change | 542 | 63 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Networth Advisors, LLC | History | No change | 528 | 61 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sunrise Financial Services, LLC | History | No change | 503 | 58 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 471 | 55 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CDKV HOLDINGS LLC | History | No change | 450 | 52 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |