NOVARTIS AG - NVS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 15,523,378 | 2,432,824 | 0.72% | 0.72% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 8,726,827 | 1,367,668 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 8,117,586 | 1,272,238 | 0.23% | 0.23% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 6,592,124 | 1,033,117 | 0.61% | 0.61% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 5,239,309 | 821,104 | 1.03% | 1.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,909,938 | 769,485 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,251,281 | 509,540 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 3,047,988 | 477,680 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,980,168 | 467,051 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,792,745 | 437,678 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LMR Partners LLP | History | No change | 2,587,426 | 405,501 | 1.51% | 1.51% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 2,386,527 | 374,016 | 0.42% | 0.42% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,330,979 | 365,307 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,264,447 | 356,854 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 2,221,362 | 348,130 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GQG Partners LLC | History | No change | 2,151,131 | 337,128 | 0.63% | 0.63% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 2,057,404 | 322,436 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | No change | 2,033,040 | 318,618 | 3.13% | 3.13% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,974,043 | 306,813 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 1,904,349 | 300,106 | 0.54% | 0.54% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,828,817 | 286,612 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,801,337 | 282,305 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 1,565,796 | 245,391 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,222,482 | 191,587 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,184,422 | 185,622 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 1,073,400 | 168,223 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holocene Advisors, LP | History | No change | 1,037,332 | 162,570 | 0.37% | 0.37% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,034,308 | 162,096 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 1,033,709 | 162,002 | 0.42% | 0.42% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 1,002,335 | 157,086 | 0.45% | 0.45% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 968,701 | 151,814 | 0.18% | 0.18% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EARNEST PARTNERS LLC | History | No change | 886,634 | 138,953 | 0.5% | 0.5% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 829,307 | 129,968 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 800,629 | 125,474 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 788,033 | 123,500 | 0.17% | 0.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DODGE & COX | History | No change | 759,373 | 119,008 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 740,532 | 116,056 | 0.22% | 0.22% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 707,061 | 110,810 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 666,272 | 104,418 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 638,682 | 100,095 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 633,523 | 99,285 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 591,566 | 92,707 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 579,486 | 90,817 | 0.91% | 0.91% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARDING LOEVNER LP | History | No change | 578,234 | 90,471 | 0.85% | 0.85% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRISTOL JOHN W & CO INC /NY/ | History | No change | 557,777 | 87,414 | 1.29% | 1.29% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 546,659 | 85,672 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 524,073 | 82,140 | 0.1% | 0.1% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 508,398 | 79,690 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 457,045 | 71,628 | 1.01% | 1.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 442,978 | 69,423 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | No change | 437,208 | 68,519 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CITIGROUP INC | History | No change | 418,626 | 65,607 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TCTC Holdings, LLC | History | No change | 393,932 | 61,737 | 1.62% | 1.62% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 386,332 | 60,546 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 384,386 | 60,241 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 379,597 | 59,490 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | History | No change | 363,000 | 56,889 | 0.26% | 0.26% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGF MANAGEMENT LTD | History | No change | 360,354 | 56,474 | 0.22% | 0.22% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 353,224 | 55,357 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 335,528 | 52,583 | 0.24% | 0.24% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 335,000 | 52,501 | 0.24% | 0.24% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 334,595 | 52,437 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 332,600 | 52,125 | 0.19% | 0.19% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 330,309 | 51,767 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 330,061 | 51,727 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 328,948 | 51,552 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | No change | 318,557 | 49,924 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 317,429 | 49,748 | 0.88% | 0.88% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SATURNA CAPITAL CORP | History | No change | 311,392 | 48,799 | 0.6% | 0.6% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHARF INVESTMENTS, LLC | History | No change | 310,818 | 48,713 | 1.61% | 1.61% | 70 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 293,443 | 45,988 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 283,840 | 44,483 | 1.47% | 1.47% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 281,210 | 44,071 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 267,821 | 41,972 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 262,178 | 41,090 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 255,770 | 40,084 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 245,957 | 38,546 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 245,557 | 38,483 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 241,904 | 37,911 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrature Capital Ltd | History | No change | 240,579 | 37,703 | 0.32% | 0.32% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Midwest Trust Co | History | No change | 239,181 | 37,484 | 0.42% | 0.42% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 235,657 | 36,932 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 234,315 | 36,721 | 0.69% | 0.69% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Promethos Capital, LLC | History | No change | 233,303 | 36,563 | 9.94% | 9.94% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 231,391 | 36,264 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 226,301 | 35,465 | 3.3% | 3.3% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 222,881 | 34,929 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 217,234 | 34,044 | 0.35% | 0.35% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | No change | 206,722 | 32,397 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 201,250 | 31,539 | 0.21% | 0.21% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integral Health Asset Management, LLC | History | No change | 200,000 | 31,344 | 1.24% | 1.24% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 197,593 | 30,970 | 0.22% | 0.22% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 195,986 | 30,714 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN ADVISORY INC | History | No change | 186,086 | 29,163 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 185,906 | 29,135 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M&T BANK CORP | History | No change | 183,359 | 28,736 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 183,246 | 28,718 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GODSEY & GIBB, INC | History | No change | 183,015 | 28,682 | 2.35% | 2.35% | 98 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Parkwood LLC | History | No change | 182,462 | 28,595 | 2.05% | 2.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 173,384 | 27,172 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 172,539 | 27,051 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 171,940 | 26,946 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 185,430 | 26,436 | 0.32% | 0.35% | 103 | +3,170 | 1.74% | Q3 2026 | Oct 05, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | No change | 165,519 | 25,940 | 2.96% | 2.96% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 164,478 | 25,776 | 0.21% | 0.21% | 105 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 163,017 | 25,548 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 161,839 | 25,362 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Martin Investment Management, LLC | History | No change | 157,179 | 24,633 | 8.22% | 8.22% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 155,362 | 24,348 | 1.36% | 1.36% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 153,797 | 24,103 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foresight Global Investors, Inc. | History | No change | 153,693 | 24,086 | 14.6% | 14.6% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 153,436 | 24,046 | 1.26% | 1.26% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Wealth Planning, LLC | History | No change | 151,974 | 23,817 | 0.12% | 0.12% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIADEMA PARTNERS LP | History | No change | 150,000 | 23,508 | 2.97% | 2.97% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 149,665 | 23,455 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 148,691 | 23,302 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 150,968 | 23,202 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 147,424 | 23,087 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 147,054 | 23,046 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 136,197 | 21,344 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 134,700 | 21,110 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 134,587 | 21,092 | 0.58% | 0.58% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProVise Management Group, LLC | History | No change | 134,100 | 21,016 | 1.41% | 1.41% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coleford Investment Management Ltd. | History | No change | 133,970 | 20,995 | 4.58% | 4.58% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 126,866 | 19,882 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 126,054 | 19,755 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 125,266 | 19,631 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 124,459 | 19,505 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 123,971 | 19,428 | 0.86% | 0.86% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 123,788 | 19,400 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 132,255 | 18,855 | 0.25% | 0.3% | 131 | -7,897 | -5.63% | Q3 2026 | Oct 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 116,598 | 18,273 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 114,209 | 17,911 | 0.28% | 0.28% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 135,549 | 17,584 | 0.03% | 0.04% | 134 | -15,107 | -10.03% | Q3 2026 | Oct 13, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | No change | 111,067 | 17,406 | 2.35% | 2.35% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ethic Inc. | History | No change | 108,784 | 17,048 | 0.21% | 0.21% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Callan Family Office, LLC | History | No change | 107,922 | 16,913 | 0.33% | 0.33% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 105,819 | 16,583 | 0.25% | 0.25% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 104,932 | 16,444 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 104,792 | 16,422 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 102,927 | 16,130 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | No change | 99,224 | 15,550 | 2.94% | 2.94% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOMURA HOLDINGS INC | History | No change | 94,009 | 14,733 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Assets Investment Management, LLC | History | No change | 93,610 | 14,670 | 0.89% | 0.89% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 92,390 | 14,479 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 91,944 | 14,409 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 91,400 | 14,324 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 89,770 | 14,068 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 89,587 | 14,040 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 89,153 | 13,972 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | History | No change | 86,909 | 13,620 | 0.25% | 0.25% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 86,061 | 13,487 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 86,457 | 13,322 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 84,234 | 13,201 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bahl & Gaynor LLC | History | No change | 83,396 | 13,069 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 83,188 | 13,037 | 0.16% | 0.16% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 82,396 | 12,913 | 0.61% | 0.61% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 81,258 | 12,734 | 0.12% | 0.12% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTMENT HOUSE LLC | History | No change | 80,147 | 12,560 | 0.57% | 0.57% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 79,360 | 12,437 | 0.16% | 0.16% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 80,613 | 12,425 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 76,213 | 11,944 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABELLI FUNDS LLC | History | No change | 75,500 | 11,832 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 82,410 | 11,749 | 1.75% | 2.19% | 164 | -561 | -0.68% | Q3 2026 | Oct 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 73,973 | 11,657 | 0.15% | 0.15% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 74,291 | 11,642 | 1.63% | 1.63% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eldred Rock Partners, LLC | History | Added to | 81,260 | 11,585 | 2.57% | 2.72% | 167 | +633 | 0.79% | Q3 2026 | Oct 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 73,900 | 11,581 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 73,584 | 11,532 | 0.43% | 0.43% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altrius Capital Management Inc | History | No change | 72,584 | 11,375 | 2.16% | 2.16% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Live Oak Private Wealth LLC | History | No change | 72,426 | 11,350 | 1.42% | 1.42% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 71,723 | 11,240 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 71,724 | 11,240 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 71,575 | 11,217 | 0.5% | 0.5% | 174 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Tweedy, Browne Co LLC | History | No change | 71,125 | 11,146 | 0.84% | 0.84% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 77,768 | 11,087 | 0.28% | 0.28% | 176 | +6,666 | 9.38% | Q3 2026 | Oct 13, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 70,745 | 11,087 | 1.44% | 1.44% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 69,416 | 10,878 | 0.98% | 0.98% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 68,779 | 10,779 | 0.15% | 0.15% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 68,487 | 10,733 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 67,193 | 10,530 | 0.2% | 0.2% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALT Holding Corp. | History | No change | 66,844 | 10,475 | 5.55% | 5.55% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 66,500 | 10,421 | 0.34% | 0.34% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 66,091 | 10,358 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 64,977 | 10,182 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 64,224 | 10,065 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 63,414 | 9,938 | 2.25% | 2.25% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PEAK6 LLC | History | No change | 62,900 | 9,857 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 62,887 | 9,855 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cohen Capital Management, Inc. | History | Reduced | 69,038 | 9,842 | 1.37% | 1.59% | 190 | -5,811 | -7.76% | Q3 2026 | Oct 13, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 67,473 | 9,619 | 1.43% | 1.68% | 191 | -2,875 | -4.09% | Q3 2026 | Oct 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 61,000 | 9,559 | 0.26% | 0.26% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 60,245 | 9,441 | 0.09% | 0.09% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 60,118 | 9,421 | 0.3% | 0.3% | 194 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 59,271 | 9,289 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 59,156 | 9,270 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 58,960 | 9,240 | 0.07% | 0.07% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELCH & FORBES LLC | History | No change | 57,984 | 9,087 | 0.11% | 0.11% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisors Capital Management, LLC | History | No change | 57,958 | 9,083 | 0.1% | 0.1% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 56,351 | 8,831 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 55,762 | 8,739 | 0.1% | 0.1% | 201 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 55,033 | 8,624 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 54,336 | 8,515 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boston Partners | History | No change | 53,689 | 8,390 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 52,824 | 8,278 | 0.56% | 0.56% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Narwhal Capital Management | History | No change | 52,702 | 8,259 | 0.57% | 0.57% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STATE STREET CORP | History | No change | 50,661 | 8,013 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| 1832 Asset Management L.P. | History | No change | 51,084 | 8,005 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 51,066 | 8,003 | 0.11% | 0.11% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 50,794 | 7,960 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 50,700 | 7,945 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 50,139 | 7,857 | 1.98% | 1.98% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 50,123 | 7,855 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 50,000 | 7,832 | 1.02% | 1.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archford Capital Strategies, LLC | History | No change | 49,908 | 7,821 | 0.79% | 0.79% | 215 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cardinal Capital Management | History | No change | 49,670 | 7,784 | 0.94% | 0.94% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 49,500 | 7,757 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 49,133 | 7,700 | 1.05% | 1.05% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 49,020 | 7,682 | 0.27% | 0.27% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 49,000 | 7,679 | 0.46% | 0.46% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 48,400 | 7,585 | 0.3% | 0.3% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 48,030 | 7,527 | 1.22% | 1.22% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Naviter Wealth, LLC | History | No change | 47,793 | 7,490 | 0.68% | 0.68% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 47,580 | 7,456 | 0.14% | 0.14% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 47,531 | 7,449 | 2.04% | 2.04% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY TRUST CO | History | No change | 47,417 | 7,431 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 46,466 | 7,282 | 0.27% | 0.27% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 45,908 | 7,194 | 0.13% | 0.13% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 45,066 | 7,062 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bleakley Financial Group, LLC | History | No change | 44,930 | 7,041 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triasima Portfolio Management inc. | History | No change | 44,755 | 7,014 | 0.95% | 0.95% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 44,418 | 6,961 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Monte Financial Group, LLC | History | No change | 44,535 | 6,954 | 2.23% | 2.23% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 44,366 | 6,953 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 44,240 | 6,933 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 43,915 | 6,882 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 43,852 | 6,872 | 0.17% | 0.17% | 237 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Reduced | 47,702 | 6,861 | 0.8% | 1.05% | 238 | -7,832 | -14.1% | Q3 2026 | Oct 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 43,776 | 6,860 | 0.16% | 0.16% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rathbones Group PLC | History | No change | 43,692 | 6,847 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| World Investment Advisors | History | No change | 44,423 | 6,802 | 0.11% | 0.11% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 43,358 | 6,795 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 43,150 | 6,762 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 42,672 | 6,687 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 41,842 | 6,557 | 0.11% | 0.11% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 41,100 | 6,438 | 0.53% | 0.56% | 246 | -357 | -0.86% | Q3 2026 | Oct 13, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 40,423 | 6,335 | 1.75% | 1.75% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 39,996 | 6,268 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argent Trust Co | History | No change | 39,948 | 6,260 | 0.18% | 0.18% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Pacific Financial | History | No change | 39,871 | 6,248 | 0.74% | 0.74% | 250 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arkadios Wealth Advisors | History | No change | 39,601 | 6,206 | 0.09% | 0.09% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caprock Group, LLC | History | No change | 39,351 | 6,167 | 0.12% | 0.12% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 39,278 | 6,155 | 0.54% | 0.54% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | No change | 39,193 | 6,142 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 38,971 | 6,107 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 38,779 | 6,070 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 38,592 | 6,048 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 38,476 | 6,029 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hayek Kallen Investment Management | History | No change | 37,538 | 5,883 | 1.78% | 1.78% | 259 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 41,229 | 5,878 | 0.04% | 0.05% | 260 | +3,889 | 10.42% | Q3 2026 | Oct 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 37,227 | 5,834 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Lido Advisors, LLC | History | No change | 36,804 | 5,768 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Henry James International Management Inc. | History | No change | 40,427 | 5,763 | 1.75% | 1.9% | 263 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Entropy Technologies, LP | History | No change | 36,558 | 5,729 | 0.23% | 0.23% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 36,502 | 5,720 | 0.14% | 0.14% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 39,677 | 5,656 | 0.03% | 0.03% | 266 | -865 | -2.13% | Q3 2026 | Oct 14, 2026 |
| Spire Wealth Management | History | No change | 35,965 | 5,633 | 0.17% | 0.17% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RHUMBLINE ADVISERS | History | No change | 35,943 | 5,632 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Timber Creek Capital Management LLC | History | No change | 35,388 | 5,546 | 1.13% | 1.13% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 35,052 | 5,495 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quartz Partners, LLC | History | No change | 34,861 | 5,463 | 1.79% | 1.79% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 34,804 | 5,454 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gradient Investments LLC | History | Added to | 37,780 | 5,386 | 0.08% | 0.08% | 273 | +486 | 1.3% | Q3 2026 | Oct 08, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 35,208 | 5,378 | 0.29% | 0.29% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 34,195 | 5,359 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Greenfield Seitz Capital Management, LLC | History | No change | 33,624 | 5,269 | 1.57% | 1.57% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Auto-Owners Insurance Co | History | No change | 33,570 | 5,261 | 0.12% | 0.12% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Providence Capital Advisors, LLC | History | No change | 32,898 | 5,155 | 0.78% | 0.78% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthTrust Axiom LLC | History | No change | 32,676 | 5,121 | 1.14% | 1.14% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 32,315 | 5,064 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abundance Wealth Counselors | History | No change | 32,213 | 5,048 | 0.33% | 0.33% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 32,186 | 5,044 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMERCE BANK | History | No change | 31,461 | 4,930 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Americana Partners, LLC | History | No change | 31,396 | 4,920 | 0.11% | 0.11% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 31,082 | 4,871 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Compound Planning, Inc. | History | No change | 30,759 | 4,820 | 0.13% | 0.13% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | No change | 30,427 | 4,768 | 0.42% | 0.42% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 30,125 | 4,721 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 29,903 | 4,686 | 0.28% | 0.28% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 29,560 | 4,632 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballentine Partners, LLC | History | No change | 29,508 | 4,624 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Choate Investment Advisors | History | No change | 29,237 | 4,582 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 32,060 | 4,570 | 0.18% | 0.2% | 293 | -350 | -1.08% | Q3 2026 | Oct 13, 2026 |
| CWA Asset Management Group, LLC | History | No change | 29,083 | 4,557 | 0.14% | 0.14% | 294 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRENTISS SMITH & CO INC | History | No change | 29,004 | 4,545 | 2.49% | 2.49% | 295 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arjuna Capital | History | No change | 28,989 | 4,543 | 1.02% | 1.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 28,916 | 4,531 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Engineers Gate Manager LP | History | No change | 28,899 | 4,529 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 28,866 | 4,523 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Moors & Cabot, Inc. | History | No change | 28,770 | 4,508 | 0.18% | 0.18% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oxbow Advisors, LLC | History | No change | 28,452 | 4,459 | 0.36% | 0.36% | 301 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pegasus Asset Management, Inc. | History | No change | 28,387 | 4,448 | 1.27% | 1.27% | 302 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Haverford Trust Co | History | No change | 28,222 | 4,422 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 28,162 | 4,413 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 28,070 | 4,400 | 0.06% | 0.06% | 305 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CIBC Asset Management Inc | History | No change | 28,084 | 4,372 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 27,819 | 4,359 | 0.16% | 0.16% | 307 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MAVERICK CAPITAL LTD | History | No change | 27,789 | 4,355 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 27,727 | 4,345 | 0.05% | 0.05% | 309 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 28,213 | 4,309 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DLD Asset Management, LP | History | No change | 27,500 | 4,309 | 0.28% | 0.28% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 27,477 | 4,306 | 0.07% | 0.07% | 312 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NBT BANK, N.A. | History | No change | 27,417 | 4,296 | 0.28% | 0.28% | 313 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 27,118 | 4,249 | 0.23% | 0.23% | 314 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 26,577 | 4,165 | 0.29% | 0.29% | 315 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 26,575 | 4,164 | 0.07% | 0.07% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 26,308 | 4,122 | 0.2% | 0.2% | 317 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 26,136 | 4,096 | 0.36% | 0.36% | 318 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 26,087 | 4,088 | 0.25% | 0.25% | 319 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALBERT D MASON INC | History | No change | 25,727 | 4,031 | 2.29% | 2.29% | 320 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 25,560 | 4,005 | 0.24% | 0.24% | 321 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 25,560 | 4,005 | 0.07% | 0.07% | 322 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Telos Capital Management, Inc. | History | No change | 25,483 | 3,993 | 0.35% | 0.35% | 323 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 25,239 | 3,955 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| apricus wealth, LLC | History | No change | 24,838 | 3,892 | 1.86% | 1.86% | 325 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 24,822 | 3,890 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Asset Management, Inc. | History | No change | 24,465 | 3,834 | 0.06% | 0.06% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 24,292 | 3,807 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 24,082 | 3,774 | 1.53% | 1.53% | 329 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMG National Trust Bank | History | No change | 24,015 | 3,763 | 0.08% | 0.08% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 26,283 | 3,747 | 0.25% | 0.28% | 331 | -1,396 | -5.04% | Q3 2026 | Oct 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 23,885 | 3,743 | 0.04% | 0.04% | 332 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | No change | 23,884 | 3,743 | 1.26% | 1.26% | 333 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 26,092 | 3,719 | 0.16% | 0.18% | 334 | -769 | -2.86% | Q3 2026 | Oct 13, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 23,712 | 3,716 | 0.5% | 0.5% | 335 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FCA CORP /TX | History | No change | 23,419 | 3,670 | 0.9% | 0.9% | 336 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 25,686 | 3,662 | 0.18% | 0.2% | 338 | +876 | 3.53% | Q3 2026 | Oct 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 23,369 | 3,662 | 0.19% | 0.19% | 337 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | No change | 23,278 | 3,648 | 1.34% | 1.34% | 339 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kathmere Capital Management, LLC | History | No change | 22,990 | 3,602 | 0.19% | 0.19% | 340 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Third View Private Wealth, LLC | History | No change | 22,936 | 3,594 | 0.44% | 0.44% | 341 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 22,804 | 3,573 | 0.99% | 0.99% | 342 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Snowden Capital Advisors LLC | History | No change | 22,603 | 3,542 | 0.08% | 0.08% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 22,319 | 3,517 | 0.1% | 0.1% | 344 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 24,098 | 3,435 | 0.18% | 0.24% | 345 | -4,867 | -16.8% | Q3 2026 | Oct 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 21,893 | 3,431 | 0.21% | 0.21% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 21,792 | 3,415 | 0.05% | 0.05% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOSTER & MOTLEY INC | History | No change | 21,447 | 3,361 | 0.15% | 0.15% | 348 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Old Port Advisors | History | No change | 21,266 | 3,332 | 0.66% | 0.66% | 349 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 21,245 | 3,329 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 21,020 | 3,294 | 1.98% | 1.98% | 351 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | No change | 20,881 | 3,272 | 0.99% | 0.99% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 20,676 | 3,240 | 0.03% | 0.03% | 353 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 20,563 | 3,222 | 0.05% | 0.05% | 354 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 20,523 | 3,216 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Summit Trail Advisors, LLC | History | No change | 20,407 | 3,198 | 0.04% | 0.04% | 356 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 20,231 | 3,170 | 0.29% | 0.29% | 357 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cascade Investment Advisors, Inc. | History | No change | 20,060 | 3,143 | 1.71% | 1.71% | 358 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 20,019 | 3,137 | 0.54% | 0.54% | 359 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verition Fund Management LLC | History | No change | 20,000 | 3,134 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Reduced | 21,966 | 3,132 | 1.25% | 1.34% | 361 | -305 | -1.37% | Q3 2026 | Oct 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 20,054 | 3,130 | 0.05% | 0.05% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 20,054 | 3,130 | 0.05% | 0.05% | 363 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 19,742 | 3,094 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 19,690 | 3,085 | 0.04% | 0.04% | 365 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HB Wealth Management, LLC | History | No change | 19,549 | 3,063 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FAIRFIELD, BUSH & CO. | History | No change | 19,239 | 3,015 | 1.48% | 1.48% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 19,068 | 2,988 | 0.25% | 0.25% | 368 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 19,054 | 2,986 | 0.03% | 0.03% | 369 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 19,022 | 2,981 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 18,743 | 2,936 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 18,651 | 2,923 | 0.35% | 0.35% | 372 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 18,599 | 2,914 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastline Trust Co | History | Reduced | 20,095 | 2,864 | 0.27% | 0.29% | 374 | -500 | -2.43% | Q3 2026 | Oct 01, 2026 |
| HALL LAURIE J TRUSTEE | History | Reduced | 19,686 | 2,806 | 0.89% | 1.12% | 375 | -3,211 | -14.02% | Q3 2026 | Oct 06, 2026 |
| INDEPENDENT INVESTORS INC | History | No change | 17,900 | 2,805 | 0.54% | 0.54% | 376 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Virtu Financial LLC | History | No change | 17,757 | 2,783 | 0.09% | 0.09% | 377 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 17,763 | 2,783 | 0.65% | 0.65% | 378 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 19,470 | 2,775 | 0.08% | 0.08% | 379 | +1,558 | 8.7% | Q3 2026 | Oct 13, 2026 |
| Abbot Financial Management, Inc. | History | No change | 17,701 | 2,774 | 0.95% | 0.95% | 380 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 17,635 | 2,763 | 0.04% | 0.04% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | No change | 17,632 | 2,763 | 0.4% | 0.4% | 382 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 17,483 | 2,755 | 0.09% | 0.09% | 383 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 17,467 | 2,737 | 0.03% | 0.03% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 17,363 | 2,721 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Global Advisors, LLC | History | No change | 17,342 | 2,708 | 0.39% | 0.39% | 386 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 17,249 | 2,703 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 17,200 | 2,695 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venturi Wealth Management, LLC | History | No change | 17,084 | 2,677 | 0.1% | 0.1% | 389 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 16,953 | 2,656 | 0.12% | 0.12% | 390 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BTC Capital Management, Inc. | History | No change | 16,933 | 2,653 | 0.16% | 0.16% | 391 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 16,882 | 2,645 | 0.07% | 0.07% | 392 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 16,800 | 2,632 | 0.11% | 0.11% | 393 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Optimist Retirement Group LLC | History | No change | 16,777 | 2,629 | 1.01% | 1.01% | 394 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Patten Group, Inc. | History | No change | 16,667 | 2,612 | 0.41% | 0.41% | 395 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IAM Advisory, LLC | History | No change | 16,635 | 2,607 | 0.51% | 0.51% | 396 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 16,578 | 2,598 | 0.1% | 0.1% | 397 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 18,217 | 2,597 | 0.25% | 0.28% | 398 | +806 | 4.63% | Q3 2026 | Oct 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 16,577 | 2,597 | 0.03% | 0.03% | 399 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 16,473 | 2,581 | 0.26% | 0.26% | 400 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 16,468 | 2,580 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 16,322 | 2,557 | 0.12% | 0.12% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Advisors, LLC | History | Reduced | 17,801 | 2,537 | 0.38% | 0.48% | 403 | -1,901 | -9.65% | Q3 2026 | Oct 13, 2026 |
| Csenge Advisory Group | History | No change | 16,110 | 2,524 | 0.1% | 0.1% | 404 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empire Financial Management Company, LLC | History | No change | 16,106 | 2,524 | 1.0% | 1.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 15,640 | 2,451 | 0.04% | 0.04% | 406 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Palisade Asset Management, LLC | History | No change | 15,639 | 2,450 | 0.23% | 0.23% | 407 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ativo Capital Management LLC | History | No change | 15,609 | 2,446 | 1.87% | 1.87% | 408 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 15,547 | 2,436 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 16,969 | 2,419 | 0.24% | 0.27% | 410 | +81 | 0.48% | Q3 2026 | Oct 14, 2026 |
| HEADINVEST, LLC | History | No change | 15,391 | 2,412 | 0.45% | 0.45% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 15,292 | 2,396 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 16,800 | 2,395 | 0.48% | 0.52% | 413 | -255 | -1.5% | Q3 2026 | Oct 07, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | Reduced | 16,745 | 2,361 | 0.14% | 0.16% | 414 | -552 | -3.19% | Q3 2026 | Oct 13, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 14,973 | 2,347 | 1.5% | 1.5% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 14,950 | 2,342 | 0.24% | 0.24% | 416 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 14,928 | 2,339 | 0.23% | 0.23% | 417 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Walleye Trading LLC | History | No change | 14,900 | 2,335 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Altman Advisors, Inc. | History | No change | 14,896 | 2,334 | 0.84% | 0.84% | 419 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 14,733 | 2,308 | 1.27% | 1.27% | 420 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 14,644 | 2,295 | 0.03% | 0.03% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | No change | 14,598 | 2,287 | 0.4% | 0.4% | 422 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Northside Capital Management, LLC | History | Reduced | 15,884 | 2,264 | 0.18% | 0.21% | 423 | -840 | -5.02% | Q3 2026 | Oct 13, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 15,785 | 2,250 | 0.48% | 0.55% | 425 | -800 | -4.82% | Q3 2026 | Oct 13, 2026 |
| GREENLEAF TRUST | History | No change | 14,361 | 2,250 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 14,258 | 2,234 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 14,102 | 2,210 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIG BROKERAGE, LP | History | No change | 13,976 | 2,190 | 0.04% | 0.04% | 428 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 13,967 | 2,188 | 0.24% | 0.24% | 429 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 13,900 | 2,178 | 0.31% | 0.31% | 430 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 13,875 | 2,174 | 0.14% | 0.14% | 431 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 13,845 | 2,169 | 0.1% | 0.1% | 432 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BAILARD, INC. | History | Added to | 15,119 | 2,155 | 0.04% | 0.04% | 433 | +1,250 | 9.01% | Q3 2026 | Oct 13, 2026 |
| Sepio Capital, LP | History | No change | 13,731 | 2,151 | 0.11% | 0.11% | 434 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 13,875 | 2,150 | 0.41% | 0.41% | 435 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 13,636 | 2,137 | 0.1% | 0.1% | 436 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 13,534 | 2,121 | 0.6% | 0.6% | 437 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,331 | 2,089 | 0.04% | 0.04% | 438 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DENALI ADVISORS LLC | History | No change | 13,287 | 2,082 | 0.21% | 0.21% | 439 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 13,284 | 2,081 | 0.57% | 0.57% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 13,243 | 2,075 | 0.03% | 0.03% | 441 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 13,228 | 2,073 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KAHN BROTHERS GROUP INC | History | No change | 13,186 | 2,066 | 0.33% | 0.33% | 443 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Florida Trust Wealth Management Co | History | No change | 13,186 | 2,066 | 0.05% | 0.05% | 444 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 13,034 | 2,042 | 1.07% | 1.07% | 445 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 13,000 | 2,037 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 12,976 | 2,033 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 12,892 | 2,020 | 0.04% | 0.04% | 448 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 12,844 | 2,012 | 0.02% | 0.02% | 449 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Planning, LLC | History | No change | 12,843 | 2,012 | 0.47% | 0.47% | 450 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HM PAYSON & CO | History | No change | 12,837 | 2,011 | 0.03% | 0.03% | 451 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Boit C F David | History | No change | 12,800 | 2,006 | 0.84% | 0.84% | 452 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ascent Group, LLC | History | No change | 12,806 | 2,006 | 0.06% | 0.06% | 453 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TrueMark Investments, LLC | History | No change | 12,800 | 2,006 | 0.25% | 0.25% | 454 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPAL CAPITAL LLC | History | No change | 12,800 | 2,006 | 0.36% | 0.36% | 455 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 14,019 | 1,998 | 0.07% | 0.08% | 456 | -47 | -0.33% | Q3 2026 | Oct 08, 2026 |
| Compass Wealth Management LLC | History | No change | 12,747 | 1,997 | 0.38% | 0.38% | 457 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | No change | 12,692 | 1,989 | 0.03% | 0.03% | 458 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arnhold LLC | History | No change | 12,636 | 1,980 | 0.14% | 0.14% | 459 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PCM Encore, LLC | History | No change | 12,510 | 1,960 | 0.34% | 0.34% | 460 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 12,498 | 1,958 | 0.48% | 0.48% | 461 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Value Partners Investments Inc. | History | No change | 12,450 | 1,948 | 0.14% | 0.14% | 462 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Portside Wealth Group, LLC | History | No change | 12,409 | 1,944 | 0.23% | 0.23% | 463 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ellevest, Inc. | History | No change | 12,495 | 1,933 | 0.23% | 0.23% | 464 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Henshaw Capital LLC | History | No change | 12,295 | 1,926 | 0.06% | 0.06% | 465 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | No change | 12,284 | 1,925 | 0.06% | 0.06% | 466 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | History | No change | 12,234 | 1,917 | 0.48% | 0.48% | 467 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Group, Ltd. | History | No change | 12,234 | 1,917 | 0.48% | 0.48% | 468 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 13,274 | 1,892 | 0.05% | 0.06% | 469 | -845 | -5.98% | Q3 2026 | Oct 05, 2026 |
| Plancorp, LLC | History | No change | 12,291 | 1,885 | 0.05% | 0.05% | 470 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 12,000 | 1,880 | 0.09% | 0.09% | 471 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 11,975 | 1,876 | 0.31% | 0.31% | 472 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 11,917 | 1,867 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Carnegie Investment Counsel | History | No change | 11,834 | 1,854 | 0.04% | 0.04% | 474 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 11,795 | 1,848 | 0.08% | 0.08% | 475 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | No change | 11,702 | 1,834 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 11,695 | 1,832 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glass Wealth Management Co LLC | History | No change | 11,690 | 1,832 | 0.61% | 0.61% | 478 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 11,662 | 1,828 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 11,663 | 1,827 | 0.04% | 0.04% | 480 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dorsey Wright & Associates | History | No change | 11,585 | 1,815 | 0.31% | 0.31% | 481 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 12,674 | 1,813 | 0.04% | 0.05% | 482 | -309 | -2.38% | Q3 2026 | Oct 09, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 11,569 | 1,813 | 0.1% | 0.1% | 483 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CMH Wealth Management LLC | History | No change | 11,433 | 1,791 | 0.27% | 0.27% | 484 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11,307 | 1,772 | 0.04% | 0.04% | 485 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Greenwich Wealth Management LLC | History | No change | 11,294 | 1,770 | 0.06% | 0.06% | 486 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 11,248 | 1,762 | 0.02% | 0.02% | 487 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 11,163 | 1,749 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CSM Advisors, LLC | History | No change | 11,160 | 1,749 | 0.04% | 0.04% | 489 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 11,157 | 1,748 | 0.02% | 0.02% | 490 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTRUST BANK NA | History | No change | 11,153 | 1,747 | 0.13% | 0.13% | 491 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 11,132 | 1,744 | 0.04% | 0.04% | 492 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 11,103 | 1,740 | 0.02% | 0.02% | 493 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Smart Money Group LLC | History | No change | 11,067 | 1,734 | 0.45% | 0.45% | 494 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 11,045 | 1,730 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 10,959 | 1,717 | 0.32% | 0.32% | 496 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,929 | 1,712 | 0.03% | 0.03% | 497 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 10,767 | 1,687 | 0.09% | 0.09% | 498 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 10,750 | 1,685 | 0.31% | 0.31% | 499 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 10,746 | 1,684 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,748 | 1,684 | 0.03% | 0.03% | 501 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 10,723 | 1,680 | 0.43% | 0.43% | 502 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Drexel Morgan & Co. | History | No change | 10,720 | 1,680 | 0.23% | 0.23% | 503 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 10,627 | 1,665 | 0.1% | 0.1% | 504 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 10,588 | 1,659 | 0.02% | 0.02% | 505 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 10,590 | 1,659 | 0.03% | 0.03% | 506 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Walsky Investment Management, Inc. | History | No change | 10,507 | 1,646 | 1.53% | 1.53% | 507 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOMERVILLE KURT F | History | No change | 10,438 | 1,635 | 0.39% | 0.39% | 508 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 10,410 | 1,631 | 0.27% | 0.27% | 509 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kentucky Trust Co | History | No change | 10,312 | 1,616 | 0.78% | 0.78% | 510 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bridgewater Advisors Inc. | History | No change | 10,369 | 1,593 | 0.09% | 0.09% | 511 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 10,020 | 1,578 | 0.14% | 0.14% | 512 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 10,041 | 1,573 | 0.32% | 0.32% | 513 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,037 | 1,573 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 10,026 | 1,571 | 2.03% | 2.03% | 515 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Occidental Asset Management, LLC | History | No change | 10,018 | 1,570 | 0.16% | 0.16% | 516 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Osprey Private Wealth LLC | History | No change | 10,000 | 1,567 | 0.4% | 0.4% | 517 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | No change | 9,958 | 1,560 | 0.03% | 0.03% | 518 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 9,950 | 1,559 | 0.57% | 0.57% | 519 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 9,863 | 1,545 | 0.06% | 0.06% | 520 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 9,844 | 1,542 | 0.03% | 0.03% | 521 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Resource Group | History | No change | 9,787 | 1,533 | 0.23% | 0.23% | 522 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 9,771 | 1,531 | 0.03% | 0.03% | 523 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Versant Capital Management, Inc | History | Reduced | 10,719 | 1,528 | 0.13% | 0.15% | 524 | -52 | -0.48% | Q3 2026 | Oct 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 9,700 | 1,520 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Blue Trust, Inc. | History | No change | 9,700 | 1,520 | 0.02% | 0.02% | 526 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 9,690 | 1,518 | 0.04% | 0.04% | 527 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| AlphaCore Capital LLC | History | No change | 9,658 | 1,513 | 0.03% | 0.03% | 528 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PDS Planning, Inc | History | No change | 9,632 | 1,509 | 0.09% | 0.09% | 529 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 9,630 | 1,509 | 0.07% | 0.07% | 530 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 9,570 | 1,499 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 9,489 | 1,487 | 0.56% | 0.56% | 532 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 9,463 | 1,483 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 9,392 | 1,471 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 9,361 | 1,467 | 0.02% | 0.02% | 535 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Foyston, Gordon & Payne Inc | History | No change | 9,044 | 1,465 | 0.31% | 0.31% | 536 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,205 | 1,442 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 9,183 | 1,439 | 0.89% | 0.89% | 538 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 9,144 | 1,432 | 0.02% | 0.02% | 539 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| May Hill Capital, LLC | History | No change | 9,081 | 1,423 | 0.3% | 0.3% | 540 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 9,075 | 1,422 | 0.04% | 0.04% | 541 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mystic Asset Management, Inc. | History | No change | 9,069 | 1,421 | 0.3% | 0.3% | 542 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elser Financial Planning, Inc | History | No change | 8,978 | 1,407 | 0.06% | 0.06% | 543 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,976 | 1,406 | 0.07% | 0.07% | 544 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 8,973 | 1,406 | 0.49% | 0.49% | 545 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CONNABLE OFFICE INC | History | No change | 8,946 | 1,402 | 0.12% | 0.12% | 546 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 8,936 | 1,400 | 0.04% | 0.04% | 547 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beaton Management Co. Inc. | History | No change | 8,873 | 1,391 | 0.57% | 0.57% | 548 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 8,857 | 1,388 | 0.04% | 0.04% | 549 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 8,830 | 1,383 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 8,755 | 1,372 | 0.02% | 0.02% | 551 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 8,738 | 1,369 | 0.04% | 0.04% | 552 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NOVEM GROUP | History | No change | 8,727 | 1,367 | 0.14% | 0.14% | 553 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 8,694 | 1,365 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 8,709 | 1,364 | 0.03% | 0.03% | 555 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LCNB CORP | History | No change | 8,673 | 1,359 | 0.42% | 0.42% | 556 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Trust Co | History | No change | 8,626 | 1,351 | 0.02% | 0.02% | 557 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 9,475 | 1,350 | 0.03% | 0.03% | 558 | +165 | 1.77% | Q3 2026 | Oct 08, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 8,613 | 1,349 | 0.14% | 0.14% | 559 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 8,591 | 1,346 | 0.12% | 0.12% | 560 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,585 | 1,345 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 8,587 | 1,345 | 0.07% | 0.07% | 562 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aprio Wealth Management, LLC | History | No change | 8,513 | 1,334 | 0.07% | 0.07% | 563 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Advisors Inc. | History | No change | 8,475 | 1,328 | 0.23% | 0.23% | 564 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kensington Investment Counsel, LLC | History | No change | 8,456 | 1,325 | 0.58% | 0.58% | 565 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 9,250 | 1,318 | 0.03% | 0.04% | 566 | -146 | -1.55% | Q3 2026 | Oct 07, 2026 |
| Simmons Bank | History | No change | 8,408 | 1,317 | 0.08% | 0.08% | 567 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hilltop Holdings Inc. | History | No change | 8,383 | 1,313 | 0.1% | 0.1% | 568 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 8,348 | 1,308 | 0.09% | 0.09% | 569 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| YANKCOM Partnership | History | No change | 8,346 | 1,307 | 0.47% | 0.47% | 570 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SITTNER & NELSON, LLC | History | No change | 8,339 | 1,306 | 0.41% | 0.41% | 571 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 9,152 | 1,304 | 0.04% | 0.04% | 572 | +453 | 5.21% | Q3 2026 | Oct 08, 2026 |
| CHICAGO TRUST Co NA | History | No change | 8,320 | 1,303 | 0.19% | 0.19% | 573 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 8,271 | 1,296 | 0.34% | 0.34% | 574 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantbot Technologies LP | History | No change | 8,263 | 1,294 | 0.05% | 0.05% | 575 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 8,245 | 1,292 | 0.06% | 0.06% | 576 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 8,250 | 1,292 | 0.08% | 0.08% | 577 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 9,010 | 1,284 | 0.07% | 0.85% | 578 | -82,730 | -90.18% | Q3 2026 | Oct 13, 2026 |
| Wedmont Private Capital | History | Added to | 8,890 | 1,272 | 0.03% | 0.02% | 579 | +2,996 | 50.83% | Q3 2026 | Oct 09, 2026 |
| HF Advisory Group, LLC | History | Added to | 8,897 | 1,268 | 0.38% | 0.41% | 580 | +346 | 4.05% | Q3 2026 | Oct 09, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 8,090 | 1,267 | 0.02% | 0.02% | 581 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 8,050 | 1,261 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 8,039 | 1,259 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | History | No change | 8,032 | 1,258 | 0.61% | 0.61% | 584 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 8,003 | 1,254 | 0.03% | 0.03% | 585 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RD Lewis Holdings, Inc. | History | No change | 8,071 | 1,253 | 0.93% | 0.93% | 586 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 7,992 | 1,252 | 0.46% | 0.46% | 587 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | No change | 7,982 | 1,251 | 1.22% | 1.22% | 588 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Guardian Partners Inc. | History | No change | 7,965 | 1,248 | 0.11% | 0.11% | 589 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 7,947 | 1,245 | 0.2% | 0.2% | 590 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Five Oceans Advisors | History | No change | 7,908 | 1,239 | 0.4% | 0.4% | 591 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Independence Bank of Kentucky | History | No change | 7,882 | 1,235 | 0.14% | 0.14% | 592 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 7,847 | 1,229 | 0.05% | 0.05% | 593 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 7,794 | 1,221 | 0.14% | 0.14% | 594 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 7,649 | 1,198 | 0.12% | 0.12% | 595 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ruggaard & Associates LLC | History | No change | 7,643 | 1,197 | 0.43% | 0.43% | 596 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lantz Financial LLC | History | No change | 7,596 | 1,190 | 0.22% | 0.22% | 597 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CENTRAL TRUST Co | History | No change | 7,518 | 1,178 | 0.02% | 0.02% | 598 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 7,504 | 1,176 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,503 | 1,175 | 0.05% | 0.05% | 600 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 237 | 1,151 | 0.1% | 0.1% | 601 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 7,290 | 1,142 | 0.04% | 0.04% | 602 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Welch Group, LLC | History | No change | 7,262 | 1,138 | 0.04% | 0.04% | 603 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 7,267 | 1,136 | 0.17% | 0.17% | 604 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYON CAPITAL LLC | History | No change | 7,220 | 1,131 | 0.05% | 0.05% | 605 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorShares Investments LLC | History | No change | 7,171 | 1,123 | 0.14% | 0.14% | 606 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New Hampshire Trust | History | No change | 7,170 | 1,123 | 0.21% | 0.21% | 607 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Financial Services | History | No change | 7,155 | 1,121 | 0.29% | 0.29% | 608 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Headlands Technologies LLC | History | No change | 7,145 | 1,119 | 0.12% | 0.12% | 609 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frec Markets, Inc. | History | No change | 7,133 | 1,117 | 0.1% | 0.1% | 610 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 7,091 | 1,111 | 0.95% | 0.95% | 611 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 7,039 | 1,103 | 0.03% | 0.03% | 612 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SouthState Bank Corp | History | No change | 7,021 | 1,100 | 0.05% | 0.05% | 613 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 6,978 | 1,093 | 0.02% | 0.02% | 614 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 6,965 | 1,091 | 0.22% | 0.22% | 615 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investment Research Partners LLC | History | No change | 6,950 | 1,089 | 0.37% | 0.37% | 616 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUTNER CAPITAL MANAGEMENT INC | History | No change | 6,891 | 1,079 | 0.43% | 0.43% | 617 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kimelman & Baird, LLC | History | No change | 6,850 | 1,073 | 0.08% | 0.08% | 618 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 7,525 | 1,072 | 0.03% | 0.03% | 619 | -810 | -9.72% | Q3 2026 | Oct 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 6,797 | 1,065 | 0.11% | 0.11% | 620 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 6,792 | 1,064 | 0.53% | 0.53% | 621 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StrongBox Wealth, LLC | History | No change | 6,789 | 1,063 | 0.3% | 0.3% | 622 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kennon-Green & Company, LLC | History | Reduced | 7,412 | 1,056 | 0.81% | 0.91% | 623 | -40 | -0.54% | Q3 2026 | Oct 05, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 6,716 | 1,052 | 0.11% | 0.11% | 624 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 6,697 | 1,049 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 6,664 | 1,044 | 0.04% | 0.04% | 626 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,628 | 1,038 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Madson Wealth Advisors Inc | History | Reduced | 7,272 | 1,036 | 0.72% | 0.78% | 628 | -27 | -0.37% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,599 | 1,034 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 6,571 | 1,029 | 0.01% | 0.01% | 630 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 6,566 | 1,029 | 0.03% | 0.03% | 631 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Curbstone Financial Management Corp | History | No change | 6,532 | 1,023 | 0.17% | 0.17% | 632 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | No change | 6,498 | 1,018 | 0.22% | 0.22% | 633 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 6,486 | 1,016 | 0.03% | 0.03% | 634 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| St. Clair Advisors, LLC | History | No change | 7,092 | 1,011 | 0.25% | 0.29% | 635 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 6,446 | 1,010 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6,438 | 1,008 | 0.1% | 0.1% | 637 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYKON CAPITAL LLC | History | No change | 6,403 | 1,003 | 0.31% | 0.31% | 638 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 6,398 | 1,002 | 0.26% | 0.26% | 639 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 6,349 | 995 | 0.06% | 0.06% | 640 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trust Point Inc. | History | No change | 6,344 | 994 | 0.08% | 0.08% | 641 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LEE DANNER & BASS INC | History | No change | 6,340 | 993 | 0.06% | 0.06% | 642 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 6,330 | 992 | 0.07% | 0.07% | 643 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,324 | 991 | 0.08% | 0.08% | 644 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JNBA Financial Advisors | History | No change | 6,281 | 984 | 0.07% | 0.07% | 645 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 6,278 | 983 | 0.02% | 0.02% | 646 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Applied Finance Capital Management, LLC | History | No change | 6,260 | 981 | 0.07% | 0.07% | 647 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MOTCO | History | No change | 6,233 | 976 | 0.08% | 0.08% | 648 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keel Point, LLC | History | No change | 6,229 | 976 | 0.06% | 0.06% | 649 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,217 | 974 | 0.04% | 0.04% | 650 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 6,177 | 968 | 0.03% | 0.03% | 651 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SEEDS INVESTOR LLC | History | No change | 6,174 | 967 | 0.1% | 0.1% | 652 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 6,158 | 965 | 0.04% | 0.04% | 653 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sivia Capital Partners, LLC | History | No change | 6,151 | 963 | 0.12% | 0.12% | 654 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,102 | 956 | 0.01% | 0.01% | 655 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CREDIT AGRICOLE S A | History | No change | 6,089 | 954 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHULHOFF & CO INC | History | No change | 6,053 | 948 | 0.38% | 0.38% | 657 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 6,052 | 948 | 0.24% | 0.24% | 658 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 6,045 | 947 | 0.45% | 0.45% | 659 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | Reduced | 6,603 | 941 | 0.19% | 0.21% | 660 | -157 | -2.32% | Q3 2026 | Oct 08, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 6,007 | 941 | 0.04% | 0.04% | 661 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,979 | 937 | 0.01% | 0.01% | 662 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | No change | 5,984 | 937 | 0.03% | 0.03% | 663 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 5,972 | 935 | 0.32% | 0.32% | 664 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 5,952 | 932 | 0.07% | 0.07% | 665 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Cypress Capital Group | History | No change | 5,941 | 931 | 0.09% | 0.09% | 666 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| West Family Investments, Inc. | History | No change | 5,931 | 929 | 0.27% | 0.27% | 667 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 5,909 | 926 | 0.04% | 0.04% | 668 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 5,897 | 924 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 5,873 | 920 | 0.27% | 0.27% | 670 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arvest Bank Trust Division | History | No change | 5,844 | 915 | 0.04% | 0.04% | 671 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bradyco, Inc. | History | No change | 5,841 | 915 | 1.05% | 1.05% | 672 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 6,397 | 912 | 0.03% | 0.02% | 673 | +3,137 | 96.23% | Q3 2026 | Oct 13, 2026 |
| EASTERN BANK | History | Reduced | 6,392 | 911 | 0.01% | 0.02% | 674 | -352 | -5.22% | Q3 2026 | Oct 05, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 5,794 | 908 | 0.11% | 0.11% | 675 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steadtrust LLC | History | No change | 5,769 | 904 | 0.46% | 0.46% | 676 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,748 | 901 | 0.03% | 0.03% | 677 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Calydon Capital | History | No change | 5,755 | 901 | 0.13% | 0.13% | 678 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marotta Asset Management | History | Reduced | 6,318 | 900 | 0.15% | 0.16% | 680 | -33 | -0.52% | Q3 2026 | Oct 02, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 5,744 | 900 | 0.09% | 0.09% | 679 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Radnor Capital Management, LLC | History | No change | 5,725 | 897 | 0.13% | 0.13% | 681 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Davis Investment Partners, LLC | History | No change | 5,658 | 886 | 0.27% | 0.27% | 682 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | No change | 5,647 | 884 | 0.62% | 0.62% | 683 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 6,153 | 877 | 0.05% | 0.05% | 684 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Aureus Asset Management, LLC | History | No change | 5,586 | 875 | 0.05% | 0.05% | 685 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penbrook Management LLC | History | No change | 5,540 | 868 | 0.55% | 0.55% | 686 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CVA Family Office, LLC | History | No change | 5,542 | 868 | 0.08% | 0.08% | 687 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 5,510 | 863 | 0.66% | 0.66% | 688 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FULTON BANK, N.A. | History | Added to | 6,042 | 861 | 0.03% | 0.03% | 689 | +363 | 6.39% | Q3 2026 | Oct 14, 2026 |
| Altus Wealth Group LLC | History | No change | 5,463 | 856 | 0.31% | 0.31% | 690 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,454 | 854 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,450 | 854 | 0.02% | 0.02% | 692 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 5,430 | 851 | 0.08% | 0.08% | 693 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 5,428 | 850 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Texas Bank & Trust Co | History | No change | 5,429 | 850 | 0.28% | 0.28% | 695 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| R Squared Ltd | History | No change | 5,411 | 848 | 0.45% | 0.45% | 696 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 5,410 | 847 | 0.31% | 0.31% | 697 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | No change | 5,394 | 845 | 0.01% | 0.01% | 698 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XML Financial, LLC | History | No change | 5,376 | 842 | 0.06% | 0.06% | 699 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bangor Savings Bank | History | Added to | 5,896 | 840 | 0.06% | 0.07% | 700 | +144 | 2.5% | Q3 2026 | Oct 06, 2026 |
| Regal Investment Advisors LLC | History | No change | 5,361 | 840 | 0.04% | 0.04% | 701 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FDx Advisors, Inc. | History | No change | 5,362 | 840 | 0.25% | 0.25% | 702 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alhambra Investment Management LLC | History | No change | 5,321 | 833 | 0.36% | 0.36% | 703 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ariadne Wealth Management, LP | History | No change | 5,319 | 833 | 0.37% | 0.37% | 704 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forza Wealth Management, LLC | History | No change | 5,274 | 826 | 0.25% | 0.25% | 705 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Peoples Bank/KS | History | No change | 5,790 | 825 | 0.8% | 0.88% | 706 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Banco de Sabadell, S.A | History | No change | 5,251 | 824 | 0.48% | 0.48% | 707 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | No change | 5,762 | 821 | 0.42% | 0.47% | 708 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 5,238 | 820 | 0.23% | 0.23% | 709 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 5,335 | 819 | 0.1% | 0.1% | 710 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Circle Wealth Management, LLC | History | No change | 5,196 | 814 | 0.01% | 0.01% | 711 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,706 | 813 | 0.01% | 0.01% | 712 | +199 | 3.61% | Q3 2026 | Oct 13, 2026 |
| Kennebec Savings Bank | History | No change | 5,163 | 809 | 0.65% | 0.65% | 713 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 5,156 | 807 | 0.05% | 0.05% | 714 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 5,146 | 806 | 0.05% | 0.05% | 715 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Traynor Capital Management, Inc. | History | No change | 5,144 | 806 | 0.04% | 0.04% | 716 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 5,120 | 802 | 0.43% | 0.43% | 717 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DF DENT & CO INC | History | No change | 5,115 | 801 | 0.02% | 0.02% | 718 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 5,116 | 801 | 0.18% | 0.18% | 719 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JMN Financial LLC | History | No change | 5,089 | 797 | 0.62% | 0.62% | 720 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 5,081 | 796 | 0.22% | 0.22% | 721 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 5,560 | 793 | 0.05% | 0.06% | 722 | -50 | -0.89% | Q3 2026 | Oct 05, 2026 |
| REXFORD CAPITAL INC | History | No change | 5,059 | 792 | 0.48% | 0.48% | 723 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| One Wealth Advisors, LLC | History | No change | 5,053 | 791 | 0.09% | 0.09% | 724 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,046 | 790 | 0.01% | 0.01% | 725 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,024 | 787 | 0.03% | 0.03% | 726 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Payne Capital LLC | History | No change | 5,000 | 783 | 0.65% | 0.65% | 727 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 5,480 | 781 | 0.12% | 0.15% | 728 | -181 | -3.2% | Q3 2026 | Oct 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 5,118 | 776 | 0.04% | 0.04% | 729 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diesslin Group, Inc. | History | No change | 5,434 | 774 | 0.3% | 0.33% | 730 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,936 | 773 | 0.01% | 0.01% | 731 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 4,829 | 771 | 0.06% | 0.06% | 732 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 4,919 | 770 | 0.09% | 0.09% | 733 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BURNS J W & CO INC/NY | History | No change | 4,915 | 770 | 0.08% | 0.08% | 734 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 4,915 | 770 | 0.02% | 0.02% | 735 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CFO4Life Group, LLC | History | No change | 4,916 | 770 | 0.1% | 0.1% | 736 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,898 | 767 | 0.02% | 0.02% | 737 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,376 | 766 | 0.03% | 0.04% | 738 | +490 | 10.03% | Q3 2026 | Oct 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,893 | 766 | 0.04% | 0.04% | 739 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| XPONANCE LLC | History | No change | 4,891 | 766 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | No change | 4,861 | 761 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 4,853 | 760 | 0.07% | 0.07% | 742 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BXM Wealth LLC | History | No change | 4,840 | 758 | 0.41% | 0.41% | 743 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 4,810 | 753 | 0.08% | 0.08% | 744 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 4,811 | 753 | 0.01% | 0.01% | 745 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Nilsine Partners, LLC | History | No change | 4,809 | 753 | 0.05% | 0.05% | 746 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essex Bank | History | No change | 4,797 | 751 | 0.16% | 0.16% | 747 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,772 | 747 | 0.04% | 0.04% | 748 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 4,763 | 746 | 0.12% | 0.12% | 749 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Jain Global LLC | History | No change | 4,742 | 743 | 0.0% | 0.0% | 750 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 4,740 | 742 | 0.02% | 0.02% | 751 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cascade Financial Partners, LLC | History | No change | 4,733 | 741 | 0.06% | 0.06% | 752 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 4,716 | 739 | 0.02% | 0.02% | 753 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 4,717 | 739 | 0.42% | 0.42% | 754 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 5,182 | 738 | 0.15% | 0.16% | 755 | +917 | 21.5% | Q3 2026 | Oct 13, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 4,703 | 737 | 0.09% | 0.09% | 756 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 4,700 | 736 | 0.06% | 0.06% | 757 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 4,670 | 731 | 0.24% | 0.24% | 758 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| E&G Advisors, LLC | History | No change | 5,127 | 730 | 0.14% | 0.16% | 759 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,647 | 728 | 0.01% | 0.01% | 760 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 4,636 | 726 | 0.3% | 0.3% | 761 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hilltop National Bank | History | Added to | 5,081 | 724 | 0.16% | 0.07% | 763 | +3,121 | 159.23% | Q3 2026 | Oct 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 4,626 | 724 | 0.11% | 0.11% | 762 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 4,603 | 721 | 0.11% | 0.11% | 764 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cordatus Wealth Management LLC | History | No change | 4,593 | 719 | 0.16% | 0.16% | 765 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rossmore Private Capital | History | No change | 4,581 | 717 | 0.06% | 0.06% | 766 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Net Worth Advisory Group | History | No change | 4,571 | 716 | 0.18% | 0.18% | 767 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 5,017 | 715 | 0.32% | 0.48% | 768 | -1,117 | -18.21% | Q3 2026 | Oct 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 4,552 | 713 | 0.1% | 0.1% | 769 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Texas Yale Capital Corp. | History | No change | 4,542 | 711 | 0.02% | 0.02% | 770 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 4,528 | 710 | 0.07% | 0.07% | 771 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stablepoint Partners, LLC | History | No change | 4,530 | 709 | 0.1% | 0.1% | 772 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Klingman & Associates, LLC | History | No change | 4,523 | 708 | 0.03% | 0.03% | 773 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pure Financial Advisors, LLC | History | No change | 4,515 | 707 | 0.01% | 0.01% | 774 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,509 | 706 | 0.03% | 0.03% | 775 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 4,490 | 703 | 0.03% | 0.03% | 776 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WASHINGTON TRUST Co | History | No change | 4,467 | 700 | 0.02% | 0.02% | 777 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Indivisible Partners | History | No change | 4,463 | 699 | 0.04% | 0.04% | 778 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 4,448 | 697 | 0.02% | 0.02% | 779 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 4,448 | 697 | 0.03% | 0.03% | 780 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | No change | 4,439 | 695 | 0.01% | 0.01% | 781 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HBK Sorce Advisory LLC | History | No change | 4,494 | 694 | 0.01% | 0.01% | 782 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,431 | 694 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 4,413 | 691 | 0.11% | 0.11% | 784 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,405 | 690 | 0.02% | 0.02% | 785 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 4,836 | 689 | 0.13% | 0.14% | 786 | +739 | 18.04% | Q3 2026 | Oct 05, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 4,383 | 686 | 0.15% | 0.15% | 787 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 4,370 | 684 | 0.08% | 0.08% | 788 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 4,346 | 681 | 0.16% | 0.16% | 789 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 4,341 | 680 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 4,326 | 677 | 0.06% | 0.06% | 791 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Veracity Capital LLC | History | Reduced | 4,726 | 673 | 0.18% | 0.2% | 793 | -34 | -0.71% | Q3 2026 | Oct 08, 2026 |
| First City Capital Management, Inc. | History | No change | 4,298 | 673 | 0.33% | 0.33% | 792 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASPIRIANT, LLC | History | No change | 4,290 | 672 | 0.02% | 0.02% | 794 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 4,273 | 669 | 0.04% | 0.04% | 795 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 4,264 | 668 | 0.08% | 0.08% | 796 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 4,261 | 667 | 0.03% | 0.03% | 797 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mill Capital Management, LLC | History | No change | 4,205 | 659 | 0.04% | 0.04% | 798 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALTFEST L J & CO INC | History | No change | 4,193 | 657 | 0.06% | 0.06% | 799 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WESBANCO BANK INC | History | No change | 4,191 | 656 | 0.02% | 0.02% | 800 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Greenspring Advisors, LLC | History | No change | 4,173 | 653 | 0.04% | 0.04% | 801 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 4,173 | 653 | 0.03% | 0.03% | 802 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 4,166 | 652 | 0.01% | 0.01% | 803 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Limestone Investment Advisors LP | History | No change | 4,162 | 652 | 0.05% | 0.05% | 804 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle West Asset Management, Inc. | History | No change | 4,155 | 651 | 0.45% | 0.45% | 805 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Convergence Financial, LLC | History | No change | 4,154 | 651 | 0.05% | 0.05% | 806 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,131 | 647 | 0.01% | 0.01% | 807 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cromwell Holdings LLC | History | No change | 4,117 | 645 | 0.29% | 0.29% | 808 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 4,114 | 644 | 0.01% | 0.01% | 809 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 4,108 | 643 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisor OS, LLC | History | No change | 4,102 | 642 | 0.04% | 0.04% | 811 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Optas, LLC | History | No change | 4,098 | 642 | 0.09% | 0.09% | 812 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Argyle Capital Partners, LLC | History | No change | 4,094 | 641 | 0.4% | 0.4% | 813 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 4,070 | 638 | 0.01% | 0.01% | 814 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 4,068 | 637 | 0.01% | 0.01% | 815 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,064 | 636 | 0.02% | 0.02% | 816 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Monument Capital Management | History | Reduced | 4,448 | 634 | 0.13% | 0.16% | 818 | -628 | -12.37% | Q3 2026 | Oct 08, 2026 |
| Cannell & Spears LLC | History | No change | 4,047 | 634 | 0.01% | 0.01% | 817 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 4,006 | 627 | 0.07% | 0.07% | 819 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verdence Capital Advisors LLC | History | No change | 4,005 | 627 | 0.03% | 0.03% | 820 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SEVEN MILE ADVISORY | History | No change | 3,996 | 626 | 0.42% | 0.42% | 821 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hexagon Capital Partners LLC | History | No change | 3,990 | 625 | 0.09% | 0.09% | 822 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SYM FINANCIAL Corp | History | No change | 3,984 | 624 | 0.05% | 0.05% | 823 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 4,367 | 622 | 0.07% | 0.07% | 824 | +438 | 11.15% | Q3 2026 | Oct 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,959 | 620 | 0.02% | 0.02% | 825 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keebeck Wealth Management | History | No change | 3,950 | 619 | 0.06% | 0.06% | 826 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3,927 | 615 | 0.06% | 0.06% | 827 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qtron Investments LLC | History | No change | 3,917 | 613 | 0.08% | 0.08% | 828 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 3,897 | 610 | 0.01% | 0.01% | 829 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith Salley Wealth Management | History | No change | 3,892 | 609 | 0.03% | 0.03% | 830 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dakota Wealth Management | History | No change | 3,867 | 606 | 0.01% | 0.01% | 831 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Three Seasons Wealth, LLC | History | No change | 3,857 | 604 | 0.05% | 0.05% | 832 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Expressive Wealth LLC | History | No change | 3,853 | 603 | 0.57% | 0.57% | 833 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,847 | 602 | 0.15% | 0.15% | 834 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Interchange Capital Partners, LLC | History | No change | 3,832 | 600 | 0.11% | 0.11% | 835 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 3,830 | 600 | 0.23% | 0.23% | 836 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MW ADVISORY, LLC | History | No change | 3,834 | 600 | 0.24% | 0.24% | 837 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verity Asset Management, Inc. | History | No change | 3,823 | 599 | 0.23% | 0.23% | 838 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 3,812 | 597 | 0.04% | 0.04% | 839 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 4,324 | 596 | 0.08% | 0.08% | 840 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Investment Advisors / MI | History | No change | 3,798 | 595 | 0.04% | 0.04% | 841 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 3,788 | 593 | 0.12% | 0.12% | 842 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 3,771 | 590 | 0.25% | 0.25% | 843 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ClearAlpha Technologies LP | History | No change | 3,757 | 588 | 1.01% | 1.01% | 844 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Investment Management Inc | History | No change | 3,736 | 586 | 0.16% | 0.16% | 845 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Intergy Private Wealth, LLC | History | No change | 3,740 | 586 | 0.14% | 0.14% | 846 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| New Republic Capital, LLC | History | No change | 3,729 | 584 | 0.13% | 0.13% | 847 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 3,727 | 584 | 0.2% | 0.2% | 848 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hemenway Trust Co LLC | History | No change | 3,700 | 579 | 0.04% | 0.04% | 849 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 3,695 | 579 | 0.06% | 0.06% | 850 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 3,684 | 577 | 0.02% | 0.02% | 851 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| S.A. Mason LLC | History | No change | 4,040 | 575 | 0.17% | 0.19% | 852 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 3,643 | 570 | 0.08% | 0.08% | 853 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 3,638 | 569 | 0.04% | 0.04% | 854 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3,614 | 566 | 0.05% | 0.05% | 855 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 3,612 | 566 | 0.17% | 0.17% | 856 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avail Investment Partners, LLC | History | No change | 3,614 | 566 | 0.44% | 0.44% | 857 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 3,608 | 565 | 0.04% | 0.04% | 858 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cohen Investment Advisors LLC | History | No change | 3,555 | 557 | 0.25% | 0.25% | 859 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,551 | 556 | 0.14% | 0.14% | 860 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreFirst Bank & Trust | History | No change | 3,525 | 552 | 0.27% | 0.27% | 861 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gallacher Capital Management LLC | History | No change | 3,514 | 550 | 0.31% | 0.31% | 862 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 3,504 | 549 | 0.03% | 0.03% | 863 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneAscent Family Office, LLC | History | No change | 3,508 | 549 | 0.28% | 0.28% | 864 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Violich Capital Management, Inc. | History | Reduced | 3,847 | 548 | 0.06% | 0.07% | 865 | -100 | -2.53% | Q3 2026 | Oct 02, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 3,499 | 548 | 0.1% | 0.1% | 866 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Crew Capital Management, Ltd | History | No change | 3,499 | 548 | 0.3% | 0.3% | 867 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherokee Insurance Co | History | No change | 3,500 | 548 | 0.21% | 0.21% | 868 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 55 North Private Wealth, LLC | History | No change | 3,497 | 548 | 0.11% | 0.11% | 869 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 3,839 | 547 | 0.03% | 0.03% | 870 | +424 | 12.42% | Q3 2026 | Oct 14, 2026 |
| NWAM LLC | History | No change | 3,473 | 544 | 0.03% | 0.03% | 871 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 3,477 | 544 | 0.17% | 0.17% | 872 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Verity & Verity, LLC | History | No change | 3,453 | 541 | 0.04% | 0.04% | 873 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CV Advisors LLC | History | No change | 3,800 | 541 | 0.09% | 0.11% | 874 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Canopy Partners, LLC | History | No change | 3,458 | 541 | 0.16% | 0.16% | 875 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INVESTED ADVISORS | History | No change | 3,455 | 541 | 0.48% | 0.48% | 876 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roxbury Financial LLC | History | No change | 3,782 | 539 | 0.41% | 0.47% | 877 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Inscription Capital, LLC | History | No change | 3,412 | 534 | 0.05% | 0.05% | 878 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,408 | 532 | 0.01% | 0.01% | 879 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 3,400 | 532 | 0.18% | 0.18% | 880 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 3,729 | 531 | 0.1% | 0.1% | 881 | +130 | 3.61% | Q3 2026 | Oct 13, 2026 |
| Round Hill Asset Management | History | No change | 3,392 | 531 | 0.33% | 0.33% | 882 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Revisor Wealth Management LLC | History | No change | 3,364 | 527 | 0.13% | 0.13% | 883 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LCM Capital Management Inc | History | No change | 3,341 | 523 | 0.23% | 0.23% | 884 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Michels Family Financial, LLC | History | No change | 3,342 | 523 | 0.34% | 0.34% | 885 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hendershot Investments Inc. | History | No change | 3,331 | 522 | 0.07% | 0.07% | 886 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Severin Investments, LLC | History | No change | 3,333 | 522 | 0.39% | 0.39% | 887 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Financial Group LLC | History | No change | 3,335 | 522 | 0.14% | 0.14% | 888 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CPWA, LLC | History | No change | 3,337 | 522 | 0.61% | 0.61% | 889 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MCDANIEL TERRY & CO | History | No change | 3,325 | 521 | 0.04% | 0.04% | 890 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Axiom Investment Management LLC | History | No change | 3,326 | 521 | 0.35% | 0.35% | 891 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 3,314 | 519 | 0.06% | 0.06% | 892 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MQS Management LLC | History | No change | 3,314 | 519 | 0.63% | 0.63% | 893 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Latitude Advisors, LLC | History | No change | 3,315 | 519 | 0.21% | 0.21% | 894 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Family Capital Management, Inc. | History | No change | 3,309 | 518 | 0.2% | 0.2% | 895 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Haven Private, LLC | History | No change | 3,296 | 516 | 0.2% | 0.2% | 896 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlTi Global, Inc. | History | No change | 3,280 | 514 | 0.01% | 0.01% | 897 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mondrian Investment Partners LTD | History | No change | 3,273 | 513 | 0.01% | 0.01% | 898 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 3,278 | 513 | 0.13% | 0.13% | 899 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 3,273 | 512 | 0.07% | 0.07% | 900 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| King Wealth Management Group | History | No change | 3,251 | 509 | 0.06% | 0.06% | 901 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Trust Company, N.A | History | No change | 3,252 | 509 | 0.26% | 0.26% | 902 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,246 | 508 | 0.04% | 0.04% | 903 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 3,535 | 503 | 0.09% | 0.1% | 904 | -272 | -7.14% | Q3 2026 | Oct 14, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 3,213 | 503 | 0.29% | 0.29% | 905 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantum Portfolio Management LLC | History | No change | 3,206 | 502 | 0.18% | 0.18% | 906 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 3,192 | 500 | 0.02% | 0.02% | 907 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 3,503 | 499 | 0.03% | 0.04% | 908 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Stokes Family Office, LLC | History | No change | 3,189 | 499 | 0.06% | 0.06% | 909 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 3,181 | 498 | 0.04% | 0.04% | 910 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 3,173 | 497 | 0.06% | 0.06% | 911 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Traveka Wealth, LLC | History | No change | 3,165 | 496 | 0.16% | 0.16% | 912 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | No change | 3,170 | 496 | 0.24% | 0.24% | 913 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | No change | 3,161 | 495 | 0.16% | 0.16% | 914 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 3,148 | 493 | 0.01% | 0.01% | 915 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SVB WEALTH LLC | History | No change | 3,152 | 493 | 0.03% | 0.03% | 916 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 3,151 | 493 | 0.27% | 0.27% | 917 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 3,134 | 491 | 0.02% | 0.02% | 918 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | No change | 3,105 | 486 | 0.04% | 0.04% | 919 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,102 | 486 | 0.26% | 0.26% | 920 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOODSTOCK CORP | History | Added to | 3,407 | 485 | 0.04% | 0.04% | 921 | +600 | 21.38% | Q3 2026 | Oct 13, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 3,100 | 485 | 0.22% | 0.22% | 922 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3,092 | 484 | 0.04% | 0.04% | 923 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 3,386 | 482 | 0.06% | 0.08% | 924 | -497 | -12.8% | Q3 2026 | Oct 09, 2026 |
| Beacon Bank & Trust | History | No change | 3,076 | 482 | 0.09% | 0.09% | 925 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | No change | 3,074 | 481 | 0.02% | 0.02% | 926 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 3,370 | 480 | 0.19% | 0.23% | 927 | -315 | -8.55% | Q3 2026 | Oct 09, 2026 |
| FLC Capital Advisors | History | No change | 3,066 | 480 | 0.08% | 0.08% | 928 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LaFleur & Godfrey LLC | History | No change | 3,058 | 479 | 0.06% | 0.06% | 929 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,060 | 479 | 0.01% | 0.01% | 930 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bridgefront Capital, LLC | History | No change | 3,062 | 479 | 0.13% | 0.13% | 931 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 3,047 | 477 | 0.02% | 0.02% | 932 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 3,042 | 476 | 0.03% | 0.03% | 933 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,041 | 476 | 0.03% | 0.03% | 934 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 3,040 | 476 | 0.02% | 0.02% | 935 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TigerOak Management, L.L.C. | History | No change | 3,041 | 476 | 0.13% | 0.13% | 936 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foster Group, Inc. | History | Reduced | 3,322 | 473 | 0.01% | 0.02% | 937 | -512 | -13.35% | Q3 2026 | Oct 13, 2026 |
| Heritage Family Offices, LLP | History | No change | 3,012 | 472 | 0.18% | 0.18% | 938 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 3,012 | 472 | 0.18% | 0.18% | 939 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sentry LLC | History | No change | 3,010 | 471 | 0.13% | 0.13% | 940 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 3,011 | 471 | 0.32% | 0.32% | 941 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 3,010 | 471 | 0.22% | 0.22% | 942 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABNER HERRMAN & BROCK LLC | History | No change | 3,000 | 470 | 0.04% | 0.04% | 943 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 3,000 | 470 | 0.15% | 0.15% | 944 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brucke Financial, Inc. | History | No change | 2,999 | 470 | 0.21% | 0.21% | 945 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 2,997 | 469 | 0.26% | 0.26% | 946 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XXI WEALTH, LLC | History | No change | 2,982 | 467 | 0.21% | 0.21% | 947 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pointe Capital Management LLC | History | No change | 2,977 | 466 | 0.21% | 0.21% | 948 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,962 | 464 | 0.01% | 0.01% | 949 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Platform Technology Partners | History | No change | 2,960 | 463 | 0.08% | 0.08% | 950 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Broderick Brian C | History | No change | 2,946 | 461 | 0.07% | 0.07% | 951 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | Added to | 3,205 | 459 | 0.01% | 0.01% | 953 | +245 | 8.28% | Q3 2026 | Oct 08, 2026 |
| BIP Wealth, LLC | History | No change | 2,929 | 459 | 0.01% | 0.01% | 952 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ethos Financial Group, LLC | History | No change | 2,892 | 459 | 0.03% | 0.03% | 954 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 2,933 | 459 | 0.04% | 0.04% | 955 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Range Advisory, LLC | History | No change | 2,911 | 456 | 0.05% | 0.05% | 956 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 3,193 | 455 | 0.18% | 0.21% | 957 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Canal Capital Management, LLC | History | No change | 2,906 | 455 | 0.06% | 0.06% | 958 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 2,900 | 454 | 0.02% | 0.02% | 959 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SIH Partners, LLLP | History | No change | 2,903 | 454 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | No change | 2,896 | 453 | 0.01% | 0.01% | 961 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPWM Advisors LLC | History | No change | 2,948 | 453 | 0.42% | 0.42% | 962 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 2,881 | 451 | 0.17% | 0.17% | 963 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,866 | 449 | 0.03% | 0.03% | 964 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| South Shore Capital Advisors | History | No change | 2,870 | 449 | 0.3% | 0.3% | 965 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cove Private Wealth, LLC | History | No change | 2,867 | 449 | 0.09% | 0.09% | 966 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Community Bank & Trust, Waco, Texas | History | No change | 2,851 | 447 | 0.08% | 0.08% | 967 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WULFF, HANSEN & CO. | History | No change | 2,850 | 446 | 0.34% | 0.34% | 968 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Symmetry Partners, LLC | History | No change | 2,848 | 446 | 0.02% | 0.02% | 969 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| one8zero8, LLC | History | No change | 2,852 | 446 | 0.09% | 0.09% | 970 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,835 | 445 | 0.12% | 0.12% | 971 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legacy Advisors, LLC | History | No change | 2,837 | 444 | 0.04% | 0.04% | 972 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,113 | 443 | 0.01% | 0.01% | 973 | -449 | -12.61% | Q3 2026 | Oct 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 2,828 | 443 | 0.03% | 0.03% | 974 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,821 | 442 | 0.07% | 0.07% | 975 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summit Global Investments | History | No change | 2,815 | 441 | 0.02% | 0.02% | 976 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rossby Financial, LCC | History | No change | 2,816 | 441 | 0.08% | 0.08% | 977 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Advisors Network LLC | History | No change | 2,809 | 440 | 0.02% | 0.02% | 978 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 2,796 | 438 | 0.22% | 0.22% | 979 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EWA, LLC | History | No change | 2,790 | 437 | 0.08% | 0.08% | 980 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 2,788 | 436 | 0.01% | 0.01% | 981 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnus Financial Group LLC | History | No change | 2,782 | 436 | 0.03% | 0.03% | 982 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,779 | 435 | 0.09% | 0.09% | 983 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneAscent Financial Services LLC | History | No change | 2,770 | 434 | 0.02% | 0.02% | 984 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shore Point Advisors, LLC | History | New | 3,040 | 433 | 0.14% | — | 986 | +3,040 | New | Q3 2026 | Oct 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 2,762 | 433 | 0.03% | 0.03% | 985 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mission Financial Group, LLC | History | No change | 2,762 | 432 | 0.36% | 0.36% | 987 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | No change | 2,818 | 429 | 0.02% | 0.02% | 988 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 2,733 | 428 | 0.02% | 0.02% | 989 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northstar Group, Inc. | History | No change | 2,729 | 427 | 0.05% | 0.05% | 990 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 2,716 | 425 | 0.02% | 0.02% | 991 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Roundview Capital LLC | History | No change | 2,707 | 424 | 0.02% | 0.02% | 992 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 2,700 | 423 | 0.03% | 0.03% | 993 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 2,701 | 423 | 0.05% | 0.05% | 994 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 2,695 | 422 | 0.18% | 0.18% | 995 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthRock Partners, LLC | History | No change | 2,692 | 421 | 0.01% | 0.01% | 996 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 2,683 | 420 | 0.0% | 0.0% | 997 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 2,679 | 419 | 0.21% | 0.21% | 998 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 2,670 | 418 | 0.1% | 0.1% | 999 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grove Bank & Trust | History | Reduced | 2,920 | 416 | 0.04% | 0.06% | 1000 | -802 | -21.55% | Q3 2026 | Oct 08, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 2,656 | 416 | 0.21% | 0.21% | 1001 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 2,643 | 414 | 0.15% | 0.15% | 1002 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 2,643 | 414 | 0.02% | 0.02% | 1003 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 2,632 | 412 | 0.08% | 0.08% | 1004 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,874 | 411 | 0.02% | 0.02% | 1007 | -160 | -5.27% | Q3 2026 | Oct 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 2,628 | 411 | 0.02% | 0.02% | 1005 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 2,626 | 411 | 0.01% | 0.01% | 1006 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 2,621 | 410 | 0.03% | 0.03% | 1008 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONECO ADVISORS, LLC | History | No change | 2,613 | 409 | 0.03% | 0.03% | 1009 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eagle Strategies LLC | History | No change | 2,616 | 409 | 0.04% | 0.04% | 1010 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Intrua Financial, LLC | History | No change | 2,609 | 408 | 0.04% | 0.04% | 1011 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,601 | 407 | 0.05% | 0.05% | 1012 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BSW Wealth Partners | History | No change | 2,595 | 406 | 0.05% | 0.05% | 1013 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 2,594 | 406 | 0.18% | 0.18% | 1014 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 2,592 | 406 | 0.07% | 0.07% | 1015 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 2,596 | 406 | 0.08% | 0.08% | 1016 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JGP Wealth Management, LLC | History | Added to | 2,847 | 405 | 0.04% | 0.04% | 1017 | +336 | 13.38% | Q3 2026 | Oct 09, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 2,576 | 403 | 0.08% | 0.08% | 1018 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Delaney Dennis R | History | No change | 2,575 | 403 | 0.13% | 0.13% | 1019 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 2,574 | 403 | 0.04% | 0.04% | 1020 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,560 | 401 | 0.03% | 0.03% | 1021 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | No change | 2,542 | 398 | 0.0% | 0.0% | 1022 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 2,476 | 395 | 0.03% | 0.03% | 1023 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 2,516 | 394 | 0.02% | 0.02% | 1024 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 2,509 | 393 | 0.11% | 0.11% | 1025 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 2,503 | 392 | 0.15% | 0.15% | 1026 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMITRY LLC | History | No change | 2,464 | 386 | 0.01% | 0.01% | 1027 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Laraway Financial Advisors Inc | History | No change | 2,467 | 386 | 0.23% | 0.23% | 1028 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 2,459 | 385 | 0.07% | 0.07% | 1029 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 2,698 | 384 | 0.27% | 0.43% | 1031 | -819 | -23.29% | Q3 2026 | Oct 09, 2026 |
| Busey Bank | History | No change | 2,452 | 384 | 0.01% | 0.01% | 1030 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 2,447 | 383 | 0.1% | 0.1% | 1032 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 2,450 | 383 | 0.04% | 0.04% | 1033 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 2,439 | 382 | 0.06% | 0.06% | 1034 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebrook Private Inc. | History | No change | 2,438 | 382 | 0.07% | 0.07% | 1035 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Wealth Management, LLC | History | No change | 2,428 | 380 | 0.05% | 0.05% | 1036 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORDEN GROUP LLC | History | No change | 2,427 | 380 | 0.03% | 0.03% | 1037 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 2,663 | 379 | 0.01% | 0.0% | 1038 | +300 | 12.7% | Q3 2026 | Oct 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 2,406 | 377 | 0.08% | 0.08% | 1039 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rydar Equities, Inc. | History | No change | 2,630 | 376 | 0.19% | 0.23% | 1040 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Aspen Grove Capital, LLC | History | No change | 2,397 | 375 | 0.05% | 0.05% | 1041 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 2,395 | 375 | 0.22% | 0.22% | 1042 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 2,390 | 374 | 0.01% | 0.01% | 1043 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 2,380 | 373 | 0.02% | 0.02% | 1044 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversified Enterprises, LLC | History | No change | 2,381 | 373 | 0.02% | 0.02% | 1045 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Argyle Capital Management, LLC | History | No change | 2,375 | 372 | 0.11% | 0.11% | 1046 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Formidable Asset Management, LLC | History | No change | 2,430 | 371 | 0.06% | 0.06% | 1047 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 2,368 | 371 | 0.01% | 0.01% | 1048 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bayesian Capital Management, LP | History | No change | 2,365 | 370 | 0.24% | 0.24% | 1049 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Claro Advisors Inc. | History | No change | 2,366 | 370 | 0.04% | 0.04% | 1050 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Soltis Investment Advisors LLC | History | No change | 2,361 | 370 | 0.02% | 0.02% | 1051 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,360 | 369 | 0.02% | 0.02% | 1052 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,355 | 369 | 0.25% | 0.25% | 1053 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,335 | 365 | 0.02% | 0.02% | 1054 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Shoker Investment Counsel, Inc. | History | No change | 2,335 | 365 | 0.09% | 0.09% | 1055 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,330 | 365 | 0.02% | 0.02% | 1056 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 2,334 | 365 | 0.01% | 0.01% | 1057 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 2,326 | 364 | 0.1% | 0.1% | 1058 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 2,326 | 364 | 0.1% | 0.1% | 1059 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JM2 Capital Inc. | History | Added to | 2,548 | 363 | 0.24% | 0.26% | 1060 | +174 | 7.33% | Q3 2026 | Oct 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 2,300 | 360 | 0.06% | 0.06% | 1061 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RiverGlades Family Offices LLC | History | No change | 2,300 | 360 | 0.17% | 0.17% | 1062 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JACOBS & CO/CA | History | No change | 2,520 | 359 | 0.03% | 0.03% | 1063 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Kendall Capital Management | History | No change | 2,295 | 359 | 0.06% | 0.06% | 1064 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 2,287 | 358 | 0.03% | 0.03% | 1065 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 2,271 | 356 | 0.08% | 0.08% | 1066 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VIAWEALTH, LLC | History | No change | 2,276 | 356 | 0.18% | 0.18% | 1067 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 2,271 | 355 | 0.02% | 0.02% | 1068 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,270 | 355 | 0.07% | 0.07% | 1069 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Great Diamond Partners, LLC | History | Added to | 2,483 | 354 | 0.06% | 0.07% | 1070 | +10 | 0.4% | Q3 2026 | Oct 13, 2026 |
| Financial Security Advisor, Inc. | History | No change | 2,264 | 354 | 0.06% | 0.06% | 1071 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tyche Wealth Partners LLC | History | No change | 2,255 | 353 | 0.05% | 0.05% | 1072 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VestGen Advisors, LLC | History | No change | 2,257 | 353 | 0.01% | 0.01% | 1073 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 2,250 | 352 | 0.01% | 0.01% | 1074 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | No change | 2,251 | 352 | 0.02% | 0.02% | 1075 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 2,243 | 351 | 0.1% | 0.1% | 1076 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 2,238 | 350 | 0.02% | 0.02% | 1077 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CNB Bank | History | No change | 2,220 | 347 | 0.14% | 0.14% | 1078 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trek Financial, LLC | History | No change | 2,210 | 346 | 0.02% | 0.02% | 1079 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 2,211 | 346 | 0.04% | 0.04% | 1080 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 2,208 | 346 | 0.22% | 0.22% | 1081 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 2,204 | 345 | 0.06% | 0.06% | 1082 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 2,206 | 345 | 0.03% | 0.03% | 1083 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 2,192 | 343 | 0.17% | 0.17% | 1084 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crestmont Private Wealth LLC | History | No change | 2,188 | 342 | 0.1% | 0.1% | 1085 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Montecito Bank & Trust | History | Added to | 2,396 | 341 | 0.05% | 0.04% | 1086 | +668 | 38.66% | Q3 2026 | Oct 01, 2026 |
| Prospect Financial Group LLC | History | No change | 2,175 | 340 | 0.27% | 0.27% | 1087 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 2,167 | 339 | 0.06% | 0.06% | 1088 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Caldwell Trust Co | History | No change | 2,167 | 339 | 0.03% | 0.03% | 1089 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wayfinding Financial, LLC | History | No change | 2,153 | 337 | 0.13% | 0.13% | 1090 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudock, Inc. | History | No change | 2,149 | 336 | 0.04% | 0.04% | 1091 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farmers National Bank | History | No change | 2,145 | 336 | 0.07% | 0.07% | 1092 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 2,205 | 336 | 0.04% | 0.04% | 1093 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 2,136 | 334 | 0.02% | 0.02% | 1094 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kovack Advisors, Inc. | History | No change | 2,160 | 334 | 0.02% | 0.02% | 1095 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Permanens Capital L.P. | History | No change | 2,125 | 333 | 0.03% | 0.03% | 1096 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 2,130 | 333 | 0.19% | 0.19% | 1097 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cooper Financial Group | History | Added to | 2,335 | 332 | 0.03% | 0.03% | 1098 | +82 | 3.64% | Q3 2026 | Oct 07, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 2,116 | 331 | 0.04% | 0.04% | 1099 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOWE & RUSLING INC | History | No change | 2,112 | 330 | 0.02% | 0.02% | 1100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Value Investment Professionals, LLC | History | No change | 2,319 | 330 | 0.29% | 0.31% | 1101 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Maia Wealth LLC | History | No change | 2,096 | 328 | 0.05% | 0.05% | 1102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2,091 | 327 | 0.03% | 0.03% | 1103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | No change | 2,081 | 326 | 0.13% | 0.13% | 1104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ancora Advisors LLC | History | No change | 2,086 | 326 | 0.01% | 0.01% | 1105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 2,085 | 326 | 0.26% | 0.26% | 1106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 2,080 | 325 | 0.15% | 0.15% | 1107 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Paradigm Capital Management, LLC/NV | History | No change | 2,072 | 325 | 0.28% | 0.28% | 1108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 2,061 | 323 | 0.03% | 0.03% | 1109 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 2,061 | 323 | 0.06% | 0.06% | 1110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Proficio Capital Partners LLC | History | No change | 2,058 | 322 | 0.01% | 0.01% | 1111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 2,058 | 322 | 0.06% | 0.06% | 1112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elk River Wealth Management LLC | History | No change | 2,060 | 322 | 0.05% | 0.05% | 1113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 2,050 | 321 | 0.05% | 0.05% | 1114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 2,050 | 321 | 0.22% | 0.22% | 1115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| F/m Investments LLC | History | No change | 2,050 | 321 | 0.02% | 0.02% | 1116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First County Bank /CT/ | History | Added to | 2,248 | 320 | 0.15% | 0.15% | 1119 | +226 | 11.18% | Q3 2026 | Oct 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 2,248 | 320 | 0.01% | 0.01% | 1117 | +183 | 8.86% | Q3 2026 | Oct 13, 2026 |
| KG Capital Management | History | No change | 2,046 | 320 | 0.19% | 0.19% | 1118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 2,043 | 320 | 0.14% | 0.14% | 1120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DILLON & ASSOCIATES INC | History | No change | 2,031 | 319 | 0.04% | 0.04% | 1121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hudson Capital Management LLC | History | No change | 2,040 | 319 | 0.08% | 0.08% | 1122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Investment Management, LLC | History | No change | 2,037 | 319 | 0.01% | 0.01% | 1123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vann Equity Management LLC | History | No change | 2,238 | 319 | 0.19% | 0.21% | 1124 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 2,023 | 317 | 0.06% | 0.06% | 1125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | No change | 2,016 | 315 | 0.0% | 0.0% | 1126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,013 | 315 | 0.11% | 0.11% | 1127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,007 | 314 | 0.02% | 0.02% | 1128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 2,198 | 313 | 0.08% | 0.08% | 1131 | +200 | 10.01% | Q3 2026 | Oct 06, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 2,000 | 313 | 0.03% | 0.03% | 1129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peak Asset Management, LLC | History | No change | 2,000 | 313 | 0.05% | 0.05% | 1130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gimbal Financial | History | No change | 2,002 | 313 | 0.19% | 0.19% | 1132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PALLADIEM, LLC | History | No change | 1,996 | 312 | 0.3% | 0.3% | 1133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 1,993 | 312 | 0.04% | 0.04% | 1134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 2,194 | 312 | 0.09% | 0.1% | 1135 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Granite Group Advisors, LLC | History | Reduced | 2,183 | 311 | 0.2% | 0.2% | 1137 | -4 | -0.18% | Q3 2026 | Oct 14, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 1,985 | 311 | 0.1% | 0.1% | 1136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 1,979 | 310 | 0.23% | 0.23% | 1138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SPINNAKER TRUST | History | No change | 1,974 | 309 | 0.02% | 0.02% | 1139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Advisory, LLC | History | No change | 1,974 | 309 | 0.03% | 0.03% | 1140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Intellectus Partners, LLC | History | No change | 1,962 | 307 | 0.05% | 0.05% | 1141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Syverson Strege & Co | History | No change | 1,964 | 307 | 0.07% | 0.07% | 1142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 1,953 | 306 | 0.0% | 0.0% | 1143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MEYER HANDELMAN CO | History | No change | 1,948 | 305 | 0.01% | 0.01% | 1144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cypress Wealth Services, LLC | History | No change | 1,948 | 305 | 0.04% | 0.04% | 1145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EJMK Ventures LLC | History | No change | 1,948 | 305 | 0.14% | 0.14% | 1146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Livet Wealth, LLC | History | No change | 1,946 | 304 | 0.18% | 0.18% | 1147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| South Street Advisors LLC | History | No change | 1,934 | 303 | 0.04% | 0.04% | 1148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EntryPoint Capital, LLC | History | No change | 1,936 | 303 | 0.07% | 0.07% | 1149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avestar Capital, LLC | History | No change | 1,929 | 302 | 0.02% | 0.02% | 1150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 1,931 | 302 | 0.08% | 0.08% | 1151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 1,925 | 301 | 0.01% | 0.01% | 1152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dorato Capital Management | History | No change | 2,104 | 301 | 0.2% | 0.22% | 1153 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Clearbridge Investments, LLC | History | No change | 1,917 | 300 | 0.0% | 0.0% | 1154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Capital, LLC | History | New | 2,100 | 299 | 0.01% | — | 1159 | +2,100 | New | Q3 2026 | Oct 13, 2026 |
| Mirador Capital Partners LP | History | Added to | 2,103 | 299 | 0.03% | 0.04% | 1156 | +13 | 0.62% | Q3 2026 | Oct 09, 2026 |
| Manchester Capital Management LLC | History | No change | 1,910 | 299 | 0.04% | 0.04% | 1155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 2,100 | 299 | 0.04% | 0.05% | 1157 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 1,949 | 299 | 0.02% | 0.02% | 1158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | No change | 1,905 | 298 | 0.23% | 0.23% | 1160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Community Bank, N.A. | History | No change | 1,906 | 298 | 0.03% | 0.03% | 1161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avalon Trust Co | History | No change | 1,900 | 297 | 0.02% | 0.02% | 1162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SteelPeak Wealth, LLC | History | No change | 1,901 | 297 | 0.01% | 0.01% | 1163 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 1,901 | 297 | 0.01% | 0.01% | 1164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Narus Financial Partners, LLC | History | No change | 1,889 | 296 | 0.08% | 0.08% | 1165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,894 | 296 | 0.01% | 0.01% | 1166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 2,081 | 296 | 0.85% | 1.01% | 1167 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Mattson Financial Services, LLC | History | No change | 1,941 | 296 | 0.06% | 0.06% | 1168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Financial Network, Inc. | History | Added to | 2,070 | 295 | 0.01% | 0.01% | 1169 | +38 | 1.87% | Q3 2026 | Oct 14, 2026 |
| Nolet Wealth Management, LLC | History | No change | 1,880 | 294 | 0.16% | 0.16% | 1170 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SMITH, MOORE & CO. | History | No change | 1,870 | 293 | 0.02% | 0.02% | 1171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 1,875 | 293 | 0.04% | 0.04% | 1172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 1,866 | 292 | 0.01% | 0.01% | 1173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 1,863 | 291 | 0.12% | 0.12% | 1174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 1,861 | 291 | 0.16% | 0.16% | 1175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,853 | 290 | 0.04% | 0.04% | 1176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,839 | 288 | 0.03% | 0.03% | 1177 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Empower Advisory Group, LLC | History | No change | 1,842 | 288 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Van Diest Capital, LLC | History | No change | 1,832 | 287 | 0.26% | 0.26% | 1179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | No change | 1,828 | 286 | 0.09% | 0.09% | 1180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,827 | 286 | 0.09% | 0.09% | 1181 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 1,830 | 286 | 0.11% | 0.11% | 1182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 1,831 | 286 | 0.05% | 0.05% | 1183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 1,825 | 286 | 0.19% | 0.19% | 1184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Welch Financial Planning, LLC | History | No change | 1,825 | 286 | 0.17% | 0.17% | 1185 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 1,819 | 285 | 0.02% | 0.02% | 1186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 1,824 | 285 | 0.03% | 0.03% | 1187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brown Financial Advisors | History | No change | 1,821 | 285 | 0.1% | 0.1% | 1188 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Fire Capital Management LLC | History | No change | 1,819 | 285 | 0.12% | 0.12% | 1189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,987 | 283 | 0.01% | 0.01% | 1192 | -684 | -25.61% | Q3 2026 | Oct 08, 2026 |
| Red Door Wealth Management, LLC | History | No change | 1,807 | 283 | 0.03% | 0.03% | 1190 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 1,811 | 283 | 0.01% | 0.01% | 1191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Entelevest, LLC | History | No change | 1,810 | 283 | 0.24% | 0.24% | 1193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First Nebraska Trust Co | History | No change | 1,812 | 283 | 0.02% | 0.02% | 1194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 1,800 | 282 | 0.06% | 0.06% | 1195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fulcrum Equity Management | History | No change | 1,805 | 282 | 0.21% | 0.21% | 1196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1,799 | 281 | 0.04% | 0.04% | 1197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Barry Investment Advisors, LLC | History | No change | 1,962 | 279 | 0.05% | 0.06% | 1198 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pacifica Partners Inc. | History | No change | 1,984 | 279 | 0.08% | 0.1% | 1199 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Financial Perspectives, Inc | History | No change | 1,774 | 278 | 0.07% | 0.07% | 1200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| August Group Capital Ltd | History | Added to | 1,945 | 277 | 0.28% | 0.33% | 1201 | +16 | 0.83% | Q3 2026 | Oct 14, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 1,762 | 276 | 0.06% | 0.06% | 1202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 1,788 | 276 | 0.04% | 0.04% | 1203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Marietta Wealth Management, LLC | History | No change | 1,753 | 274 | 0.03% | 0.03% | 1204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 1,926 | 274 | 0.18% | 0.2% | 1205 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 1,745 | 273 | 0.02% | 0.02% | 1206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Trust | History | No change | 1,745 | 273 | 0.02% | 0.02% | 1207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairfield Financial Advisors, LTD | History | Added to | 1,911 | 272 | 0.11% | 0.1% | 1209 | +300 | 18.62% | Q3 2026 | Oct 14, 2026 |
| Journey Advisory Group, LLC | History | No change | 1,737 | 272 | 0.02% | 0.02% | 1208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| North Star Investment Management Corp. | History | No change | 1,730 | 271 | 0.01% | 0.01% | 1210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 1,735 | 271 | 0.06% | 0.06% | 1211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, LLC | History | No change | 1,723 | 270 | 0.01% | 0.01% | 1212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,726 | 270 | 0.04% | 0.04% | 1213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stiles Financial Services Inc | History | No change | 1,729 | 270 | 0.07% | 0.07% | 1214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF HAWAII | History | No change | 1,720 | 269 | 0.01% | 0.01% | 1215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 1,718 | 269 | 0.01% | 0.01% | 1216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 1,715 | 268 | 0.01% | 0.01% | 1217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Advisors, Inc. | History | No change | 1,705 | 267 | 0.07% | 0.07% | 1218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lynx Investment Advisory | History | No change | 1,709 | 267 | 0.09% | 0.09% | 1219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bravera Wealth | History | No change | 1,710 | 267 | 0.1% | 0.1% | 1220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 1,703 | 266 | 0.11% | 0.11% | 1221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 1,700 | 266 | 0.09% | 0.09% | 1222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walter Public Investments Inc. | History | No change | 1,700 | 266 | 0.06% | 0.06% | 1223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glenview Trust Co | History | No change | 1,691 | 265 | 0.0% | 0.0% | 1224 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| UNION SAVINGS BANK | History | No change | 1,691 | 265 | 0.11% | 0.11% | 1225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 1,855 | 264 | 0.05% | 0.05% | 1227 | +52 | 2.88% | Q3 2026 | Oct 05, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 1,689 | 264 | 0.01% | 0.01% | 1226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairscale Capital, LLC | History | No change | 1,681 | 263 | 0.16% | 0.16% | 1228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,674 | 262 | 0.06% | 0.06% | 1229 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 1,667 | 261 | 0.06% | 0.06% | 1230 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fortis Capital Management LLC | History | No change | 1,665 | 260 | 0.03% | 0.03% | 1231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 1,810 | 258 | 0.05% | — | 1232 | +1,810 | New | Q3 2026 | Oct 08, 2026 |
| S Harris Financial Group, LLC | History | No change | 1,640 | 257 | 0.2% | 0.2% | 1233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 1,802 | 256 | 0.02% | 0.02% | 1234 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 1,638 | 256 | 0.05% | 0.05% | 1235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mattern Wealth Management LLC | History | No change | 1,633 | 255 | 0.04% | 0.04% | 1236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ellsworth Advisors, LLC | History | No change | 1,695 | 255 | 0.04% | 0.04% | 1237 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 1,776 | 253 | 0.02% | 0.02% | 1238 | -10 | -0.56% | Q3 2026 | Oct 07, 2026 |
| LVW Advisors, LLC | History | No change | 1,618 | 253 | 0.02% | 0.02% | 1239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 1,656 | 253 | 0.03% | 0.03% | 1240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 1,618 | 253 | 0.02% | 0.02% | 1241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Old Mission Investment Co LLC | History | No change | 1,620 | 253 | 0.05% | 0.05% | 1242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,603 | 251 | 0.03% | 0.03% | 1243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 1,608 | 251 | 0.02% | 0.02% | 1244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 1,598 | 250 | 0.01% | 0.01% | 1245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Adelphi Trust Co | History | Added to | 1,749 | 249 | 0.16% | 0.17% | 1246 | +116 | 7.1% | Q3 2026 | Oct 05, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 1,745 | 248 | 0.11% | 0.13% | 1248 | +75 | 4.49% | Q3 2026 | Oct 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 1,585 | 248 | 0.01% | 0.01% | 1247 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jefferies Financial Group Inc. | History | No change | 1,578 | 247 | 0.0% | 0.0% | 1249 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arlington Partners LLC | History | No change | 1,579 | 247 | 0.45% | 0.45% | 1250 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| V-Square Quantitative Management LLC | History | No change | 1,573 | 246 | 0.02% | 0.02% | 1251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Palumbo Wealth Management LLC | History | No change | 1,567 | 245 | 0.05% | 0.05% | 1252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leisure Capital Management | History | No change | 1,549 | 242 | 0.08% | 0.08% | 1253 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 1,547 | 242 | 0.04% | 0.04% | 1254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tevis Investment Management | History | No change | 1,546 | 242 | 0.13% | 0.13% | 1255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Westmount Partners, LLC | History | No change | 1,548 | 242 | 0.05% | 0.05% | 1256 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 1,548 | 242 | 0.02% | 0.02% | 1257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,554 | 242 | 0.09% | 0.09% | 1258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 1,540 | 241 | 0.1% | 0.1% | 1259 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BCS Wealth Management | History | No change | 1,533 | 240 | 0.04% | 0.04% | 1260 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 1,536 | 240 | 0.02% | 0.02% | 1261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROCKLAND TRUST CO | History | Added to | 1,682 | 239 | 0.01% | 0.01% | 1262 | +5 | 0.3% | Q3 2026 | Oct 05, 2026 |
| Armor Investment Advisors, LLC | History | No change | 1,531 | 239 | 0.08% | 0.08% | 1263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Portfolio Design Labs, LLC | History | No change | 1,531 | 239 | 0.04% | 0.04% | 1264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | No change | 1,549 | 239 | 0.13% | 0.13% | 1265 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kelly Financial Services LLC | History | No change | 1,529 | 239 | 0.05% | 0.05% | 1266 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CPC Advisors, LLC | History | No change | 1,516 | 237 | 0.03% | 0.03% | 1267 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Byrne Asset Management LLC | History | New | 1,675 | 236 | 0.13% | — | 1268 | +1,675 | New | Q3 2026 | Oct 06, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 1,501 | 235 | 0.0% | 0.0% | 1269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NICOLET BANKSHARES INC | History | No change | 1,500 | 235 | 0.01% | 0.01% | 1270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 1,505 | 235 | 0.19% | 0.19% | 1271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REBALANCE, LLC | History | No change | 1,500 | 235 | 0.01% | 0.01% | 1272 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Essex LLC | History | No change | 1,500 | 235 | 0.04% | 0.04% | 1273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthSpring Partners, LLC | History | No change | 1,505 | 235 | 0.2% | 0.2% | 1274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 1,495 | 234 | 0.05% | 0.05% | 1275 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Saratoga Research & Investment Management | History | No change | 1,490 | 233 | 0.01% | 0.01% | 1276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,518 | 233 | 0.01% | 0.01% | 1277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Planning Navigators CORP | History | No change | 1,482 | 232 | 0.09% | 0.09% | 1278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 1,484 | 232 | 0.06% | 0.06% | 1279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Liberty Capital Management, Inc. | History | No change | 1,480 | 231 | 0.04% | 0.04% | 1280 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 1,464 | 229 | 0.13% | 0.13% | 1281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 1,465 | 229 | 0.04% | 0.04% | 1282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clarus Group, Inc. | History | No change | 1,461 | 228 | 0.08% | 0.08% | 1283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | No change | 1,450 | 227 | 0.05% | 0.05% | 1284 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BBR PARTNERS, LLC | History | No change | 1,450 | 227 | 0.01% | 0.01% | 1285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,449 | 227 | 0.02% | 0.02% | 1286 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 1,450 | 227 | 0.02% | 0.02% | 1287 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 71 West Capital Partners | History | No change | 1,454 | 227 | 0.01% | 0.01% | 1288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hardy Reed LLC | History | No change | 1,440 | 225 | 0.01% | 0.01% | 1289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ledyard National Bank | History | No change | 1,423 | 223 | 0.02% | 0.02% | 1290 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 1,428 | 223 | 0.01% | 0.01% | 1291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 1,427 | 223 | 0.05% | 0.05% | 1292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bluebird Wealth Management LLC | History | No change | 1,423 | 223 | 0.19% | 0.19% | 1293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gryphon Financial Partners LLC | History | No change | 1,421 | 222 | 0.02% | 0.02% | 1294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | No change | 1,421 | 222 | 0.02% | 0.02% | 1295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rothschild Wealth LLC | History | No change | 1,412 | 221 | 0.02% | 0.02% | 1296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 1,405 | 220 | 0.01% | 0.01% | 1297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Carter Financial Group, INC. | History | No change | 1,406 | 220 | 0.11% | 0.11% | 1298 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 1,406 | 220 | 0.04% | 0.04% | 1299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JBGlobal.com LLC | History | No change | 1,550 | 220 | 0.19% | 0.21% | 1300 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| RVW Wealth, LLC | History | No change | 1,542 | 219 | 0.01% | 0.02% | 1301 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Goepper Burkhardt LLC | History | No change | 1,400 | 219 | 0.07% | 0.07% | 1302 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,394 | 218 | 0.0% | 0.0% | 1303 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 1,395 | 218 | 0.01% | 0.01% | 1304 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 1,393 | 218 | 0.01% | 0.01% | 1305 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Royal Capital Wealth Management, LLC | History | No change | 1,394 | 218 | 0.12% | 0.12% | 1306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 1,390 | 217 | 0.02% | 0.02% | 1307 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 1,390 | 217 | 0.02% | 0.02% | 1308 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Facet Wealth, Inc. | History | No change | 1,384 | 216 | 0.0% | 0.0% | 1309 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 1,378 | 216 | 0.08% | 0.08% | 1310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 1,383 | 216 | 0.01% | 0.01% | 1311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 1,501 | 213 | 0.15% | 0.18% | 1314 | -180 | -10.71% | Q3 2026 | Oct 08, 2026 |
| BOWEN HANES & CO INC | History | No change | 1,400 | 213 | 0.01% | 0.01% | 1312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 1,362 | 213 | 0.08% | 0.08% | 1313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrustBank | History | No change | 1,362 | 213 | 0.07% | 0.07% | 1315 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Family Manage LLC | History | No change | 1,359 | 212 | 0.02% | 0.02% | 1316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 1,357 | 212 | 0.02% | 0.02% | 1317 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 1,356 | 212 | 0.08% | 0.08% | 1318 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 1,353 | 212 | 0.14% | 0.14% | 1319 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 1,354 | 212 | 0.0% | 0.0% | 1320 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MFA Wealth Services | History | No change | 1,484 | 211 | 0.13% | 0.14% | 1321 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Balefire, LLC | History | Reduced | 1,473 | 210 | 0.03% | 0.04% | 1324 | -36 | -2.39% | Q3 2026 | Oct 09, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,343 | 210 | 0.01% | 0.01% | 1322 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 1,340 | 210 | 0.05% | 0.05% | 1323 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Boltwood Capital Management | History | New | 1,473 | 209 | 0.05% | — | 1326 | +1,473 | New | Q3 2026 | Oct 02, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,335 | 209 | 0.06% | 0.06% | 1325 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | Added to | 1,460 | 208 | 0.04% | 0.04% | 1327 | +87 | 6.34% | Q3 2026 | Oct 09, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 1,325 | 208 | 0.02% | 0.02% | 1328 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Urban Wealth Management, LLC | History | No change | 1,329 | 208 | 0.18% | 0.18% | 1329 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KPP Advisory Services LLC | History | No change | 1,331 | 208 | 0.03% | 0.03% | 1330 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFW Advisors LLC | History | Reduced | 1,457 | 207 | 0.06% | 0.07% | 1333 | -8 | -0.55% | Q3 2026 | Oct 07, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 1,450 | 207 | 0.02% | 0.03% | 1331 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 1,326 | 207 | 0.02% | 0.02% | 1332 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,331 | 207 | 0.02% | 0.02% | 1334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 1,326 | 207 | 0.14% | 0.14% | 1335 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Scientech Research LLC | History | No change | 1,315 | 206 | 0.17% | 0.17% | 1336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | New | 1,441 | 205 | 0.01% | — | 1341 | +1,441 | New | Q3 2026 | Oct 08, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 1,442 | 205 | 0.01% | 0.01% | 1340 | -107 | -6.91% | Q3 2026 | Oct 13, 2026 |
| Private Wealth Partners, LLC | History | No change | 1,312 | 205 | 0.01% | 0.01% | 1337 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SFMG, LLC | History | No change | 1,314 | 205 | 0.01% | 0.01% | 1338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 1,311 | 205 | 0.09% | 0.09% | 1339 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Inlet Private Wealth, LLC | History | No change | 1,304 | 204 | 0.05% | 0.05% | 1342 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,305 | 204 | 0.04% | 0.04% | 1343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | No change | 1,303 | 204 | 0.04% | 0.04% | 1344 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Headland Capital, LLC | History | No change | 1,302 | 204 | 0.05% | 0.05% | 1345 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 1,301 | 203 | 0.01% | 0.01% | 1346 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Westover Capital Advisors, LLC | History | No change | 1,300 | 203 | 0.03% | 0.03% | 1347 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aviance Capital Partners, LLC | History | No change | 1,297 | 203 | 0.02% | 0.02% | 1348 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 1,292 | 202 | 0.1% | 0.1% | 1349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | No change | 1,291 | 202 | 0.1% | 0.1% | 1350 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,291 | 202 | 0.16% | 0.16% | 1351 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Spectrum Advisors, Inc. | History | No change | 1,288 | 201 | 0.14% | 0.14% | 1352 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Atwater Malick LLC | History | No change | 1,278 | 200 | 0.04% | 0.04% | 1353 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Madison Wealth Partners, Inc | History | No change | 1,281 | 200 | 0.03% | 0.03% | 1354 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tanager Wealth Management LLP | History | No change | 1,281 | 200 | 0.02% | 0.02% | 1355 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 1,267 | 198 | 0.07% | 0.07% | 1356 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concord Wealth Partners | History | No change | 1,264 | 198 | 0.02% | 0.02% | 1357 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 1,259 | 197 | 0.04% | 0.04% | 1358 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,253 | 196 | 0.14% | 0.14% | 1359 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Hills Bank & Trust Co | History | No change | 1,252 | 196 | 0.01% | 0.01% | 1360 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,181 | 185 | 0.02% | 0.02% | 1361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Persistent Asset Partners Ltd | History | No change | 383 | 185 | 0.06% | 0.06% | 1362 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 1,157 | 181 | 0.01% | 0.01% | 1363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 1,144 | 179 | 0.01% | 0.01% | 1364 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,246 | 177 | 0.01% | 0.02% | 1365 | -400 | -24.3% | Q3 2026 | Oct 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,133 | 177 | 0.01% | 0.01% | 1366 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,101 | 172 | 0.0% | 0.0% | 1367 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,094 | 171 | 0.01% | 0.01% | 1368 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,088 | 170 | 0.0% | 0.0% | 1369 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Piscataqua Savings Bank | History | No change | 1,079 | 169 | 0.11% | 0.11% | 1370 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| McMillan Office, Inc. | History | No change | 1,068 | 167 | 0.02% | 0.02% | 1371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 1,060 | 166 | 0.13% | 0.13% | 1372 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WPG Advisers, LLC | History | No change | 1,053 | 165 | 0.1% | 0.1% | 1373 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient IA LP | History | No change | 1,030 | 161 | 0.15% | 0.15% | 1374 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,040 | 160 | 0.01% | 0.01% | 1375 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,001 | 156 | 0.02% | 0.02% | 1376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 980 | 153 | 0.12% | 0.12% | 1377 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Twin Tree Management, LP | History | No change | 974 | 152 | 0.0% | 0.0% | 1378 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | No change | 947 | 146 | 0.09% | 0.09% | 1379 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GK Wealth Management LLC | History | New | 1,021 | 145 | 0.08% | — | 1380 | +1,021 | New | Q3 2026 | Oct 09, 2026 |
| Citizens National Bank Trust Department | History | No change | 925 | 144 | 0.02% | 0.02% | 1381 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Colonial Trust Co / SC | History | No change | 903 | 141 | 0.02% | 0.02% | 1382 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smithfield Trust Co | History | No change | 892 | 139 | 0.01% | 0.01% | 1383 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 884 | 138 | 0.01% | 0.01% | 1384 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tacita Capital Inc | History | No change | 885 | 138 | 0.07% | 0.07% | 1385 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| City State Bank | History | No change | 856 | 134 | 0.03% | 0.03% | 1386 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 884 | 126 | 0.01% | 0.01% | 1387 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 790 | 126 | 0.14% | 0.14% | 1388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 800 | 125 | 0.0% | 0.0% | 1389 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | No change | 792 | 124 | 0.01% | 0.01% | 1390 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 786 | 123 | 0.02% | 0.02% | 1391 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 767 | 120 | 0.02% | 0.02% | 1392 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 771 | 120 | 0.05% | 0.05% | 1393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 752 | 117 | 0.02% | 0.02% | 1394 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IMA Advisory Services, Inc. | History | No change | 743 | 116 | 0.01% | 0.01% | 1395 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CGC Financial Services, LLC | History | No change | 816 | 116 | 0.03% | 0.03% | 1396 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BFSG, LLC | History | No change | 739 | 115 | 0.01% | 0.01% | 1397 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 736 | 115 | 0.01% | 0.01% | 1398 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 733 | 114 | 0.01% | 0.01% | 1399 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| High Note Wealth, LLC | History | No change | 721 | 112 | 0.02% | 0.02% | 1400 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LOM Asset Management Ltd | History | No change | 720 | 112 | 0.03% | 0.03% | 1401 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CX Institutional | History | Reduced | 778 | 111 | 0.0% | 0.0% | 1402 | -66 | -7.82% | Q3 2026 | Oct 02, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 700 | 109 | 0.09% | 0.09% | 1403 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 10Elms LLP | History | No change | 700 | 109 | 0.05% | 0.05% | 1404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evelyn Partners Group Ltd | History | No change | 700 | 109 | 0.0% | 0.0% | 1405 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthCollab, LLC | History | No change | 692 | 108 | 0.04% | 0.04% | 1406 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 752 | 107 | 0.04% | 0.04% | 1407 | +111 | 17.32% | Q3 2026 | Oct 14, 2026 |
| Advisors Preferred, LLC | History | No change | 664 | 106 | 0.02% | 0.02% | 1408 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MTM Investment Management, LLC | History | No change | 662 | 103 | 0.03% | 0.03% | 1409 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Community Financial Services Group, LLC | History | No change | 663 | 102 | 0.01% | 0.01% | 1410 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 650 | 101 | 0.06% | 0.06% | 1411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 648 | 101 | 0.0% | 0.0% | 1412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 641 | 100 | 0.09% | 0.09% | 1413 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 637 | 99 | 0.01% | 0.01% | 1414 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bullock Wealth Management Group | History | No change | 673 | 94 | 0.04% | 0.04% | 1415 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Addison Advisors LLC | History | No change | 597 | 93 | 0.04% | 0.04% | 1416 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GW&K Investment Management, LLC | History | No change | 581 | 91 | 0.0% | 0.0% | 1417 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 586 | 91 | 0.04% | 0.04% | 1418 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 576 | 90 | 0.01% | 0.01% | 1419 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Management Professionals, Inc. | History | No change | 562 | 88 | 0.01% | 0.01% | 1420 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 552 | 86 | 0.01% | 0.01% | 1421 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Trust, LLC | History | No change | 550 | 86 | 0.01% | 0.01% | 1422 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 599 | 85 | 0.03% | 0.03% | 1423 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| True Wealth Design, LLC | History | Added to | 591 | 84 | 0.02% | 0.02% | 1425 | +106 | 21.86% | Q3 2026 | Oct 13, 2026 |
| Costello Asset Management, INC | History | No change | 538 | 84 | 0.03% | 0.03% | 1424 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Richardson Capital Management LLC | History | No change | 535 | 83 | 0.04% | 0.04% | 1426 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 578 | 82 | 0.02% | 0.03% | 1427 | -169 | -22.62% | Q3 2026 | Oct 13, 2026 |
| Parvin Asset Management, LLC | History | No change | 525 | 82 | 0.06% | 0.06% | 1428 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 518 | 81 | 0.05% | 0.05% | 1429 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Purpose Unlimited Inc. | History | No change | 519 | 81 | 0.0% | 0.0% | 1430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 515 | 80 | 0.01% | 0.01% | 1431 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trust Co | History | Reduced | 554 | 78 | 0.01% | 0.01% | 1432 | -4 | -0.72% | Q3 2026 | Oct 09, 2026 |
| Orion Capital Management LLC | History | No change | 500 | 78 | 0.02% | 0.02% | 1433 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Centennial Bank/AR/ | History | No change | 500 | 78 | 0.03% | 0.03% | 1434 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning Group LLC | History | No change | 501 | 76 | 0.01% | 0.01% | 1435 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Westside Investment Management, Inc. | History | No change | 484 | 75 | 0.01% | 0.01% | 1436 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 474 | 74 | 0.04% | 0.04% | 1437 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 469 | 73 | 0.0% | 0.0% | 1438 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hickory Point Bank & Trust | History | No change | 516 | 73 | 0.04% | 0.05% | 1439 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| First PREMIER Bank | History | No change | 500 | 71 | 0.01% | 0.01% | 1440 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 600 | 71 | 0.0% | 0.0% | 1441 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ares Financial Consulting, LLC | History | No change | 457 | 71 | 0.05% | 0.05% | 1442 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| United Financial Planning Group LLC | History | No change | 450 | 70 | 0.04% | 0.04% | 1443 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 446 | 69 | 0.0% | 0.0% | 1444 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 441 | 69 | 0.05% | 0.05% | 1445 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Financial Strategies CORP | History | No change | 489 | 69 | 0.03% | 0.04% | 1446 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Heritage Wealth Advisors | History | No change | 436 | 68 | 0.0% | 0.0% | 1447 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accent Capital Management, LLC | History | No change | 438 | 68 | 0.03% | 0.03% | 1448 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 14,750 | 66 | 0.01% | 0.01% | 1449 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 418 | 65 | 0.04% | 0.04% | 1450 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 453 | 64 | 0.0% | 0.0% | 1451 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Bogart Wealth, LLC | History | No change | 406 | 63 | 0.0% | 0.0% | 1452 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 400 | 62 | 0.02% | 0.02% | 1453 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 400 | 62 | 0.09% | 0.09% | 1454 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | New | 5,000 | 59 | 0.01% | — | 1455 | +5,000 | New | Q3 2026 | Oct 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 365 | 57 | 0.01% | 0.01% | 1456 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 370 | 57 | 0.04% | 0.04% | 1457 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 362 | 56 | 0.02% | 0.02% | 1458 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 359 | 56 | 0.02% | 0.02% | 1459 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Midway Capital Research & Management | History | No change | 363 | 56 | 0.04% | 0.04% | 1460 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quaker Wealth Management, LLC | History | No change | 352 | 55 | 0.02% | 0.02% | 1461 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COUNTRY TRUST BANK | History | No change | 339 | 53 | 0.0% | 0.0% | 1462 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Markowski Investments | History | No change | 339 | 53 | 0.01% | 0.01% | 1463 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 338 | 52 | 0.03% | 0.03% | 1464 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 334 | 52 | 0.05% | 0.05% | 1465 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 382 | 52 | 0.04% | 0.04% | 1466 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | No change | 330 | 51 | 0.14% | 0.14% | 1467 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 322 | 50 | 0.0% | 0.0% | 1468 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 318 | 49 | 0.0% | 0.0% | 1469 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 319 | 49 | 0.01% | 0.01% | 1470 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Solstein Capital, LLC | History | No change | 300 | 47 | 0.02% | 0.02% | 1471 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpine Bank Wealth Management | History | No change | 300 | 47 | 0.01% | 0.01% | 1472 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 296 | 46 | 0.02% | 0.02% | 1473 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Bridge, LLC | History | No change | 292 | 45 | 0.01% | 0.01% | 1474 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arlington Trust Co LLC | History | No change | 288 | 45 | 0.0% | 0.0% | 1475 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 292 | 45 | 0.01% | 0.01% | 1476 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essential Partners LLC | History | No change | 320 | 45 | 0.02% | 0.02% | 1477 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 281 | 44 | 0.0% | 0.0% | 1478 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 281 | 44 | 0.0% | 0.0% | 1479 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lavaca Capital LLC | History | No change | 278 | 43 | 0.0% | 0.0% | 1480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | No change | 278 | 43 | 0.03% | 0.03% | 1481 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MASECO LLP | History | No change | 275 | 43 | 0.0% | 0.0% | 1482 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 265 | 41 | 0.01% | 0.01% | 1483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 259 | 40 | 0.01% | 0.01% | 1484 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 259 | 40 | 0.01% | 0.01% | 1485 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 250 | 39 | 0.03% | 0.03% | 1486 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 253 | 39 | 0.01% | 0.01% | 1487 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Raiffeisen Bank International AG | History | No change | 255 | 38 | 0.0% | 0.0% | 1488 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TSFG, LLC | History | No change | 233 | 37 | 0.0% | 0.0% | 1489 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Signature Equity Partners, LLC | History | No change | 240 | 37 | 0.02% | 0.02% | 1490 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 255 | 36 | 0.02% | 0.02% | 1493 | -1 | -0.39% | Q3 2026 | Oct 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 235 | 36 | 0.0% | 0.0% | 1491 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New Hampshire | History | No change | 255 | 36 | 0.01% | 0.01% | 1492 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| NBH Bank | History | No change | 231 | 36 | 0.02% | 0.02% | 1494 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pflug Koory, LLC | History | No change | 225 | 35 | 0.01% | 0.01% | 1495 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BAYBAN | History | No change | 229 | 35 | 0.03% | 0.03% | 1496 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nexus Investment Management ULC | History | No change | 220 | 34 | 0.0% | 0.0% | 1497 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 221 | 33 | 0.02% | 0.02% | 1498 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Crewe Advisors LLC | History | No change | 206 | 32 | 0.0% | 0.0% | 1499 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 210 | 32 | 0.0% | 0.0% | 1500 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kilter Group LLC | History | No change | 209 | 32 | 0.01% | 0.01% | 1501 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CrossGen Wealth, LLC | History | No change | 210 | 32 | 0.02% | 0.02% | 1502 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 200 | 31 | 0.01% | 0.01% | 1503 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| United Community Bank | History | No change | 200 | 31 | 0.01% | 0.01% | 1504 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 200 | 31 | 0.02% | 0.02% | 1505 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Burnham & Co LLC | History | No change | 200 | 31 | 0.02% | 0.02% | 1506 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 193 | 30 | 0.01% | 0.01% | 1507 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silicon Valley Capital Partners | History | No change | 192 | 30 | 0.0% | 0.0% | 1508 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| CITY HOLDING CO | History | No change | 190 | 29 | 0.0% | 0.0% | 1509 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 186 | 29 | 0.01% | 0.01% | 1510 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Park Place Capital Corp | History | No change | 187 | 29 | 0.0% | 0.0% | 1511 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 183 | 28 | 0.0% | 0.0% | 1512 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 175 | 27 | 0.01% | 0.01% | 1513 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Asset Dedication, LLC | History | No change | 177 | 27 | 0.0% | 0.0% | 1514 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Towne Trust Company, N.A | History | No change | 166 | 26 | 0.01% | 0.01% | 1515 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Archer Investment Corp | History | No change | 166 | 26 | 0.01% | 0.01% | 1516 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 167 | 25 | 0.0% | 0.0% | 1517 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 181 | 25 | 0.0% | 0.0% | 1518 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 163 | 25 | 0.01% | 0.01% | 1519 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 162 | 25 | 0.0% | 0.0% | 1520 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 162 | 25 | 0.01% | 0.01% | 1521 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlatl Advisers LLC | History | No change | 164 | 25 | 0.01% | 0.01% | 1522 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Copia Wealth Management | History | No change | 160 | 25 | 0.02% | 0.02% | 1523 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Highland Investment Advisors LLC | History | No change | 161 | 25 | 0.01% | 0.01% | 1524 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westfuller Advisors, LLC | History | No change | 156 | 24 | 0.01% | 0.01% | 1525 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 154 | 24 | 0.01% | 0.01% | 1526 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 165 | 23 | 0.01% | 0.01% | 1527 | -8 | -4.62% | Q3 2026 | Oct 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 149 | 23 | 0.0% | 0.0% | 1528 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Imprint Wealth LLC | History | No change | 150 | 23 | 0.09% | 0.09% | 1529 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 160 | 22 | 0.01% | 0.01% | 1532 | +40 | 33.33% | Q3 2026 | Oct 07, 2026 |
| Canton Hathaway, LLC | History | No change | 142 | 22 | 0.0% | 0.0% | 1530 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bullseye Investment Management, LLC | History | No change | 146 | 22 | 0.01% | 0.01% | 1531 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 138 | 21 | 0.01% | 0.01% | 1533 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pacific Center for Financial Services | History | No change | 123 | 19 | 0.0% | 0.0% | 1534 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Princeton Global Asset Management LLC | History | No change | 123 | 19 | 0.0% | 0.0% | 1535 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| High Point Wealth Management, LLC | History | No change | 123 | 19 | 0.02% | 0.02% | 1536 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Darwin Wealth Management, LLC | History | No change | 114 | 18 | 0.0% | 0.0% | 1537 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mosley Wealth Management | History | No change | 119 | 18 | 0.01% | 0.01% | 1538 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 105 | 16 | 0.0% | 0.0% | 1539 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 116 | 16 | 0.0% | 0.0% | 1540 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Asset Planning,Inc | History | No change | 107 | 16 | 0.01% | 0.01% | 1541 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEBSTER BANK, N. A. | History | No change | 100 | 15 | 0.0% | 0.0% | 1542 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Westend Capital Management, LLC | History | No change | 100 | 15 | 0.0% | 0.0% | 1543 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| West Branch Capital LLC | History | No change | 100 | 15 | 0.0% | 0.0% | 1544 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 100 | 15 | 0.0% | 0.0% | 1545 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 102 | 15 | 0.0% | 0.0% | 1546 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 100 | 15 | 0.01% | 0.01% | 1547 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 102 | 15 | 0.01% | 0.01% | 1548 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 100 | 15 | 0.01% | 0.01% | 1549 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 100 | 15 | 0.01% | 0.01% | 1550 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 103 | 14 | 0.01% | 0.02% | 1557 | -45 | -30.41% | Q3 2026 | Oct 07, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 100 | 14 | 0.0% | 0.0% | 1555 | -20 | -16.67% | Q3 2026 | Oct 13, 2026 |
| Horrell Capital Management, Inc. | History | No change | 100 | 14 | 0.01% | 0.01% | 1551 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 94 | 14 | 0.0% | 0.0% | 1552 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 90 | 14 | 0.0% | 0.0% | 1553 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 91 | 14 | 0.0% | 0.0% | 1554 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Access Investment Management LLC | History | No change | 93 | 14 | 0.0% | 0.0% | 1556 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 98 | 13 | 0.0% | 0.01% | 1558 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 83 | 13 | 0.0% | 0.0% | 1559 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 87 | 13 | 0.01% | 0.01% | 1560 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 88 | 13 | 0.01% | 0.01% | 1561 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TORONTO DOMINION BANK | History | No change | 75 | 12 | 0.0% | 0.0% | 1562 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeSteps Financial, Inc. | History | No change | 82 | 12 | 0.01% | 0.01% | 1563 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 78 | 12 | 0.0% | 0.0% | 1564 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 80 | 12 | 0.0% | 0.0% | 1565 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Nemes Rush Group LLC | History | No change | 80 | 12 | 0.0% | 0.0% | 1566 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 90 | 12 | 0.01% | 0.01% | 1567 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ninety One UK Ltd | History | No change | 76 | 11 | 0.0% | 0.0% | 1568 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 76 | 11 | 0.0% | 0.0% | 1569 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advantage Trust Co | History | No change | 75 | 11 | 0.0% | 0.0% | 1570 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Caitlin John, LLC | History | No change | 71 | 11 | 0.01% | 0.01% | 1571 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| American Capital Advisory, LLC | History | No change | 75 | 11 | 0.0% | 0.0% | 1572 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 84 | 11 | 0.0% | 0.0% | 1573 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dogwood Wealth Management LLC | History | No change | 72 | 11 | 0.0% | 0.0% | 1574 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Napier Financial, LLC | History | No change | 74 | 11 | 0.0% | 0.0% | 1575 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Planning Strategies Inc. | History | New | 73 | 10 | 0.01% | — | 1581 | +73 | New | Q3 2026 | Oct 02, 2026 |
| Mascoma Wealth Management LLC | History | No change | 67 | 10 | 0.0% | 0.0% | 1576 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rakuten Securities, Inc. | History | No change | 65 | 10 | 0.0% | 0.0% | 1577 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burk Holdings LLC | History | No change | 64 | 10 | 0.0% | 0.0% | 1578 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boreal Capital Management LLC | History | No change | 65 | 10 | 0.01% | 0.01% | 1579 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robinswood Financial LLC | History | No change | 66 | 10 | 0.0% | 0.0% | 1580 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gleason Group, Inc. | History | No change | 62 | 9 | 0.0% | 0.0% | 1582 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 63 | 9 | 0.0% | 0.0% | 1583 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Capital Management Investments LLC | History | No change | 59 | 9 | 0.0% | 0.0% | 1584 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 60 | 9 | 0.0% | 0.0% | 1585 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 56 | 8 | 0.0% | 0.0% | 1586 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortitude Family Office, LLC | History | No change | 53 | 8 | 0.0% | 0.0% | 1587 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strive Financial Group ,LLC | History | No change | 55 | 8 | 0.0% | 0.0% | 1588 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 51 | 7 | 0.0% | — | 1596 | +51 | New | Q3 2026 | Oct 09, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 50 | 7 | 0.0% | 0.0% | 1589 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blume Capital Management, Inc. | History | No change | 50 | 7 | 0.0% | 0.0% | 1590 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 49 | 7 | 0.0% | 0.0% | 1591 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 45 | 7 | 0.0% | 0.0% | 1592 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 45 | 7 | 0.0% | 0.0% | 1593 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JDM Financial Group LLC | History | No change | 51 | 7 | 0.0% | 0.0% | 1594 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 51 | 7 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 40 | 6 | 0.0% | 0.0% | 1597 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horizon Investments, LLC | History | No change | 39 | 6 | 0.0% | 0.0% | 1598 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 39 | 6 | 0.0% | 0.0% | 1599 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quent Capital, LLC | History | No change | 44 | 6 | 0.0% | 0.0% | 1600 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Synergy Investment Management, LLC | History | No change | 40 | 6 | 0.0% | 0.0% | 1601 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 44 | 6 | 0.01% | 0.01% | 1602 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 39 | 6 | 0.0% | 0.0% | 1603 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 41 | 6 | 0.0% | 0.0% | 1604 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Johnson Financial Group, Inc. | History | No change | 33 | 5 | 0.0% | 0.0% | 1605 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Capital Management LLC | History | No change | 33 | 5 | 0.0% | 0.0% | 1606 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Group, LTD | History | No change | 36 | 5 | 0.0% | 0.0% | 1607 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 30 | 4 | 0.0% | 0.0% | 1608 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 31 | 4 | 0.0% | 0.0% | 1609 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NFSG Corp | History | No change | 27 | 4 | 0.0% | 0.0% | 1610 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 30 | 4 | 0.0% | 0.0% | 1611 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Paladin Partners, LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 1612 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 20 | 3 | 0.0% | 0.0% | 1613 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 1614 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NVWM, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 1615 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 22 | 3 | 0.0% | 0.0% | 1616 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Kozak & Associates, Inc. | History | No change | 21 | 3 | 0.0% | 0.0% | 1617 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| DecisionPoint Financial, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 1618 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Navigoe, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 1619 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 17 | 2 | 0.0% | — | 1633 | +17 | New | Q3 2026 | Oct 08, 2026 |
| Hartford Financial Management Inc. | History | No change | 19 | 2 | 0.0% | 0.0% | 1620 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 1621 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Security National Bank | History | No change | 15 | 2 | 0.0% | 0.0% | 1622 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Luminist Capital LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 1623 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corsicana & Co. | History | No change | 16 | 2 | 0.0% | 0.0% | 1624 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lummis Asset Management, LP | History | No change | 16 | 2 | 0.0% | 0.0% | 1625 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Breakwater Investment Management | History | No change | 14 | 2 | 0.0% | 0.0% | 1626 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Granite FO LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 1627 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Park Square Financial Group, LLC | History | No change | 17 | 2 | 0.02% | 0.02% | 1628 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 14 | 2 | 0.0% | 0.0% | 1629 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advocate Investing Services LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 1630 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Monetary Solutions, Ltd | History | No change | 16 | 2 | 0.0% | 0.0% | 1631 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | No change | 17 | 2 | 0.0% | 0.0% | 1632 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 1634 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stone House Investment Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1635 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Operose Advisors LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 1636 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gold Investment Management Ltd. | History | No change | 10 | 1 | 0.0% | 0.0% | 1637 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Wealth Management Group, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 1638 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key Capital Management, INC | History | No change | 12 | 1 | 0.0% | 0.0% | 1639 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Downshift Financial, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 1640 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,564 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Stegent Equity Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -2,599 | -100.0% | Q3 2026 | Oct 09, 2026 |
| COURIER CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,648 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Fragasso Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,556 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Everhart Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,326 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -381 | -100.0% | Q3 2026 | Oct 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 6 | 0 | — | 0.01% | — | -174 | -96.67% | Q3 2026 | Oct 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |