iSHARES TRUST - OEF

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026

13D/13G major owners: Ownership tab.

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

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Rows: 0

Investor	History	Status	Shares held	Market value ($000)	% of portfolio	Previous %	Rank	Change in shares	% change in shares	Source	Date reported
BANK OF AMERICA CORP /DE/	History	No change	6,905,297	2,526,440	0.16%	0.16%	1	0	0.0%	Q2 2026	Aug 14, 2026
FIFTH THIRD BANCORP	History	No change	2,568,553	939,756	1.52%	1.52%	2	0	0.0%	Q2 2026	Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	2,381,659	851,673	0.34%	0.34%	3	0	0.0%	Q2 2026	Aug 14, 2026
MORGAN STANLEY	History	No change	1,838,021	672,477	0.04%	0.04%	4	0	0.0%	Q2 2026	Aug 13, 2026
JPMORGAN CHASE & CO	History	No change	1,610,763	583,918	0.03%	0.03%	5	0	0.0%	Q2 2026	Aug 12, 2026
GOLDMAN SACHS GROUP INC	History	No change	1,131,870	414,117	0.04%	0.04%	6	0	0.0%	Q2 2026	Aug 14, 2026
LPL Financial LLC	History	No change	1,010,763	369,807	0.08%	0.08%	7	0	0.0%	Q2 2026	Aug 07, 2026
WELLS FARGO & COMPANY/MN	History	No change	823,462	301,279	0.05%	0.05%	8	0	0.0%	Q2 2026	Aug 14, 2026
Cresset Asset Management, LLC	History	No change	796,223	291,314	1.05%	1.05%	9	0	0.0%	Q2 2026	Aug 14, 2026
UBS Group AG	History	No change	660,714	241,735	0.03%	0.03%	10	0	0.0%	Q2 2026	Aug 13, 2026
IEQ CAPITAL, LLC	History	No change	619,212	226,551	1.04%	1.04%	11	0	0.0%	Q2 2026	Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	431,143	157,742	0.08%	0.08%	12	0	0.0%	Q2 2026	Aug 07, 2026
Focus Partners Wealth	History	No change	429,435	157,117	0.16%	0.16%	13	0	0.0%	Q2 2026	Aug 12, 2026
MAI Capital Management	History	No change	411,508	150,558	0.57%	0.57%	14	0	0.0%	Q2 2026	Aug 14, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	389,664	142,566	0.04%	0.04%	15	0	0.0%	Q2 2026	Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	317,295	116,088	0.03%	0.03%	16	0	0.0%	Q2 2026	Sep 23, 2026
Bluespring Wealth Management, LLC	History	No change	301,503	110,310	2.12%	2.12%	17	0	0.0%	Q2 2026	Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	293,013	107,205	0.06%	0.06%	18	0	0.0%	Q2 2026	Aug 12, 2026
AMERIPRISE FINANCIAL INC	History	No change	266,483	97,522	0.02%	0.02%	19	0	0.0%	Q2 2026	Aug 14, 2026
CM WEALTH ADVISORS LLC	History	No change	240,621	88,036	15.88%	15.88%	20	0	0.0%	Q2 2026	Aug 10, 2026
TWO SIGMA INVESTMENTS, LP	History	No change	216,020	79,035	0.06%	0.06%	21	0	0.0%	Q2 2026	Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	188,118	68,826	0.09%	0.09%	22	0	0.0%	Q2 2026	Jul 29, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	188,022	68,791	0.02%	0.02%	23	0	0.0%	Q2 2026	Aug 14, 2026
BANK OF MONTREAL /CAN/	History	No change	176,845	64,702	0.02%	0.02%	24	0	0.0%	Q2 2026	Aug 12, 2026
Beacon Pointe Advisors, LLC	History	No change	173,639	63,529	0.29%	0.29%	25	0	0.0%	Q2 2026	Aug 18, 2026
Ensign Peak Advisors, Inc	History	No change	170,477	62,372	0.1%	0.1%	26	0	0.0%	Q2 2026	Aug 14, 2026
FMR LLC	History	No change	168,385	61,607	0.0%	0.0%	27	0	0.0%	Q2 2026	Aug 13, 2026
Cerity Partners LLC	History	No change	165,087	60,400	0.07%	0.07%	28	0	0.0%	Q2 2026	Aug 14, 2026
OneDigital Investment Advisors LLC	History	No change	163,230	59,720	0.5%	0.5%	29	0	0.0%	Q2 2026	Aug 06, 2026
Mariner, LLC	History	No change	153,807	56,227	0.06%	0.06%	30	0	0.0%	Q2 2026	Aug 13, 2026
ALPS ADVISORS INC	History	No change	153,517	56,167	0.26%	0.26%	31	0	0.0%	Q2 2026	Jul 29, 2026
SIGNATUREFD, LLC	History	No change	151,179	55,311	0.74%	0.74%	32	0	0.0%	Q2 2026	Jul 23, 2026
ROYAL BANK OF CANADA	History	No change	149,836	54,822	0.01%	0.01%	33	0	0.0%	Q2 2026	Aug 14, 2026
Sanctuary Advisors, LLC	History	No change	147,078	53,811	0.25%	0.25%	34	0	0.0%	Q2 2026	Aug 13, 2026
Quantinno Capital Management LP	History	No change	136,461	49,927	0.06%	0.06%	35	0	0.0%	Q2 2026	Aug 13, 2026
AGF MANAGEMENT LTD	History	No change	130,370	47,698	0.19%	0.19%	36	0	0.0%	Q2 2026	Aug 10, 2026
OSAIC HOLDINGS, INC.	History	No change	126,799	46,449	0.05%	0.05%	37	0	0.0%	Q2 2026	Aug 14, 2026
Dorsey & Whitney Trust CO LLC	History	No change	124,548	45,568	2.22%	2.22%	38	0	0.0%	Q2 2026	Aug 14, 2026
FRANKLIN RESOURCES INC	History	No change	122,803	44,929	0.01%	0.01%	39	0	0.0%	Q2 2026	Aug 13, 2026
BROWN ADVISORY INC	History	No change	117,413	42,958	0.07%	0.07%	40	0	0.0%	Q2 2026	Aug 14, 2026
Financial Partners Group, Inc	History	No change	111,256	40,705	4.13%	4.13%	41	0	0.0%	Q2 2026	Jul 23, 2026
Integrated Wealth Concepts LLC	History	No change	103,797	37,976	0.25%	0.25%	42	0	0.0%	Q2 2026	Sep 08, 2026
Oakworth Capital, Inc.	History	No change	100,765	36,866	1.75%	1.75%	43	0	0.0%	Q2 2026	Jul 22, 2026
Cetera Investment Advisers	History	No change	100,574	36,796	0.03%	0.03%	44	0	0.0%	Q2 2026	Aug 12, 2026
Steward Partners Investment Advisory, LLC	History	No change	95,113	34,798	0.18%	0.18%	45	0	0.0%	Q2 2026	Aug 13, 2026
Pathstone Holdings, LLC	History	No change	94,075	34,419	0.1%	0.1%	46	0	0.0%	Q2 2026	Aug 13, 2026
Ackerman Asset Management, LLC	History	No change	87,797	32,122	19.27%	19.27%	47	0	0.0%	Q2 2026	Aug 10, 2026
Financial Enhancement Group LLC	History	No change	82,739	30,271	3.61%	3.61%	48	0	0.0%	Q2 2026	Jul 07, 2026
Harbour Trust & Investment Management Co	History	No change	81,530	29,829	2.87%	2.87%	49	0	0.0%	Q2 2026	Jul 28, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	78,860	28,852	0.04%	0.04%	50	0	0.0%	Q2 2026	Aug 13, 2026
Empowered Funds, LLC	History	No change	78,274	28,638	0.15%	0.15%	51	0	0.0%	Q2 2026	Aug 14, 2026
Marin Bay Wealth Advisors, LLC	History	No change	76,612	28,030	15.07%	15.07%	52	0	0.0%	Q2 2026	Aug 10, 2026
OLD NATIONAL BANCORP /IN/	History	No change	74,354	27,203	0.54%	0.54%	53	0	0.0%	Q2 2026	Jul 15, 2026
Amplius Wealth Advisors, LLC	History	No change	74,084	27,104	1.99%	1.99%	54	0	0.0%	Q2 2026	Jul 17, 2026
Rockefeller Capital Management L.P.	History	No change	73,569	26,917	0.04%	0.04%	55	0	0.0%	Q2 2026	Aug 13, 2026
Demars Financial Group, LLC	History	No change	73,270	26,807	7.43%	7.43%	56	0	0.0%	Q2 2026	Jul 21, 2026
IFP Advisors, Inc	History	No change	72,781	26,628	0.48%	0.48%	57	0	0.0%	Q2 2026	Jul 20, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	70,912	25,944	0.03%	0.03%	58	0	0.0%	Q2 2026	Aug 19, 2026
&PARTNERS	History	No change	68,534	24,852	0.1%	0.1%	59	0	0.0%	Q2 2026	Aug 14, 2026
NATIXIS ADVISORS, LLC	History	No change	67,113	24,554	0.03%	0.03%	60	0	0.0%	Q2 2026	Aug 14, 2026
Panoramic Capital Partners, LLC	History	No change	64,788	23,703	11.2%	11.2%	61	0	0.0%	Q2 2026	Aug 07, 2026
Wealth Group Ltd	History	Added to	61,200	23,551	4.36%	4.23%	62	+770	1.27%	Q3 2026	Oct 07, 2026
PATTEN & PATTEN INC/TN	History	No change	62,089	22,716	1.2%	1.2%	63	0	0.0%	Q2 2026	Aug 05, 2026
MGO ONE SEVEN LLC	History	No change	61,758	22,595	0.37%	0.37%	64	0	0.0%	Q2 2026	Jul 31, 2026
Stratos Wealth Partners, LTD.	History	No change	61,144	22,370	0.23%	0.23%	65	0	0.0%	Q2 2026	Aug 11, 2026
Investors Research Corp	History	Reduced	57,947	22,140	3.89%	3.8%	66	-49	-0.08%	Q3 2026	Oct 07, 2026
Wealth Forward, LLC	History	No change	59,704	21,843	10.88%	10.88%	67	0	0.0%	Q2 2026	Jul 29, 2026
Kestra Advisory Services, LLC	History	No change	55,425	20,278	0.07%	0.07%	68	0	0.0%	Q2 2026	Jul 28, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	54,776	20,041	0.05%	0.05%	69	0	0.0%	Q2 2026	Jul 27, 2026
GTS SECURITIES LLC	History	No change	51,284	18,768	0.39%	0.39%	70	0	0.0%	Q2 2026	Aug 14, 2026
TRUIST FINANCIAL CORP	History	No change	51,226	18,742	0.02%	0.02%	71	0	0.0%	Q2 2026	Jul 28, 2026
One Wealth Advisors, LLC	History	No change	51,150	18,714	2.07%	2.07%	72	0	0.0%	Q2 2026	Aug 06, 2026
NewEdge Advisors, LLC	History	No change	50,754	18,569	0.06%	0.06%	73	0	0.0%	Q2 2026	Aug 12, 2026
NORTHERN TRUST CORP	History	No change	50,617	18,519	0.0%	0.0%	74	0	0.0%	Q2 2026	Aug 13, 2026
Merit Financial Group, LLC	History	No change	50,035	18,306	0.11%	0.11%	75	0	0.0%	Q2 2026	Jul 20, 2026
Creative Planning	History	No change	49,230	18,011	0.01%	0.01%	76	0	0.0%	Q2 2026	Aug 13, 2026
US BANCORP \DE\	History	No change	46,729	17,096	0.02%	0.02%	77	0	0.0%	Q2 2026	Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	46,531	17,024	0.07%	0.07%	78	0	0.0%	Q2 2026	Aug 12, 2026
MB Generational Wealth, LLC	History	No change	45,493	16,644	8.16%	8.16%	79	0	0.0%	Q2 2026	Jul 31, 2026
Roof Eidam Maycock Peralta, LLC	History	No change	44,874	16,417	3.23%	3.23%	80	0	0.0%	Q2 2026	Jul 24, 2026
Meridian Wealth Advisors, LLC	History	No change	44,676	16,345	1.86%	1.86%	81	0	0.0%	Q2 2026	Aug 14, 2026
QUEST INVESTMENT MANAGEMENT LLC	History	No change	44,014	16,103	1.88%	1.88%	82	0	0.0%	Q2 2026	Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	43,946	16,078	0.05%	0.05%	83	0	0.0%	Q2 2026	Jul 28, 2026
Waverly Advisors, LLC	History	No change	43,152	15,788	0.09%	0.09%	84	0	0.0%	Q2 2026	Aug 14, 2026
Pinnacle Financial Partners, Inc.	History	No change	42,881	15,689	0.11%	0.11%	85	0	0.0%	Q2 2026	Aug 14, 2026
MML INVESTORS SERVICES, LLC	History	No change	42,875	15,686	0.03%	0.03%	86	0	0.0%	Q2 2026	Aug 07, 2026
M&T BANK CORP	History	No change	42,559	15,571	0.05%	0.05%	87	0	0.0%	Q2 2026	Aug 04, 2026
Detalus Advisors, LLC	History	No change	42,409	15,516	3.02%	3.02%	88	0	0.0%	Q2 2026	Jul 27, 2026
Keebeck Wealth Management	History	No change	42,205	15,441	1.51%	1.51%	89	0	0.0%	Q2 2026	Aug 11, 2026
FIFTH THIRD SECURITIES, INC.	History	No change	42,178	15,431	0.88%	0.88%	90	0	0.0%	Q2 2026	Jul 15, 2026
HighTower Advisors, LLC	History	No change	42,080	15,395	0.01%	0.01%	91	0	0.0%	Q2 2026	Aug 05, 2026
VICUS CAPITAL	History	No change	41,820	15,300	0.99%	0.99%	92	0	0.0%	Q2 2026	Aug 05, 2026
Carnegie Investment Counsel	History	No change	41,778	15,285	0.31%	0.31%	93	0	0.0%	Q2 2026	Jul 30, 2026
TSA Wealth Managment LLC	History	No change	41,767	15,281	4.32%	4.32%	94	0	0.0%	Q2 2026	Aug 03, 2026
FIRST NATIONAL BANK OF OMAHA	History	No change	41,795	15,151	0.43%	0.43%	95	0	0.0%	Q2 2026	Aug 07, 2026
STIFEL FINANCIAL CORP	History	No change	40,223	14,717	0.01%	0.01%	96	0	0.0%	Q2 2026	Aug 12, 2026
SAGESPRING WEALTH PARTNERS, LLC	History	No change	39,622	14,496	0.22%	0.22%	97	0	0.0%	Q2 2026	Aug 03, 2026
WEALTH ALLIANCE, LLC	History	No change	39,392	14,412	1.21%	1.21%	98	0	0.0%	Q2 2026	Aug 11, 2026
Corient Private Wealth LP	History	No change	38,989	14,264	0.02%	0.02%	99	0	0.0%	Q2 2026	Aug 27, 2026
J.W. COLE ADVISORS, INC.	History	No change	37,980	13,895	0.24%	0.24%	100	0	0.0%	Q2 2026	Jul 21, 2026
Bank of New York Mellon Corp	History	No change	37,908	13,869	0.0%	0.0%	101	0	0.0%	Q2 2026	Aug 06, 2026
Continuum Advisory, LLC	History	No change	36,644	13,406	1.08%	1.08%	102	0	0.0%	Q2 2026	Aug 06, 2026
Schorn Wealth LLC	History	No change	36,274	13,271	3.47%	3.47%	103	0	0.0%	Q2 2026	Jul 31, 2026
Farther Finance Advisors, LLC	History	No change	33,886	12,394	0.1%	0.1%	104	0	0.0%	Q2 2026	Jul 17, 2026
Fifth Third Wealth Advisors LLC	History	No change	33,608	12,296	0.34%	0.34%	105	0	0.0%	Q2 2026	Jul 17, 2026
PARK AVENUE SECURITIES LLC	History	No change	33,370	12,209	0.08%	0.08%	106	0	0.0%	Q2 2026	Jul 20, 2026
Equitable Holdings, Inc.	History	No change	33,267	12,171	0.07%	0.07%	107	0	0.0%	Q2 2026	Aug 17, 2026
Wharton Business Group, LLC	History	No change	33,074	12,101	0.4%	0.4%	108	0	0.0%	Q2 2026	Aug 10, 2026
Segment Wealth Management, LLC	History	No change	32,373	11,844	0.61%	0.61%	109	0	0.0%	Q2 2026	Jul 16, 2026
Prospera Financial Services Inc	History	No change	31,817	11,668	0.17%	0.17%	110	0	0.0%	Q2 2026	Jul 15, 2026
EP Wealth Advisors, LLC	History	No change	31,648	11,578	0.04%	0.04%	111	0	0.0%	Q2 2026	Aug 11, 2026
Janney Montgomery Scott LLC	History	No change	30,928	11,316	0.02%	0.02%	112	0	0.0%	Q2 2026	Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	30,590	11,191	0.0%	0.0%	113	0	0.0%	Q2 2026	Aug 14, 2026
Capital Analysts, LLC	History	No change	30,234	11,062	0.25%	0.25%	114	0	0.0%	Q2 2026	Aug 05, 2026
ES4, LLC	History	No change	30,162	11,035	5.8%	5.8%	115	0	0.0%	Q2 2026	Jul 29, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	History	No change	30,000	10,976	0.43%	0.43%	116	0	0.0%	Q2 2026	Aug 12, 2026
One Capital Management, LLC	History	No change	34,278	10,903	0.3%	0.3%	117	0	0.0%	Q2 2026	Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	No change	29,596	10,828	0.12%	0.12%	118	0	0.0%	Q2 2026	Jul 28, 2026
Polianta Ltd	History	No change	29,400	10,756	1.33%	1.33%	119	0	0.0%	Q2 2026	Jul 08, 2026
Roble, Belko & Company, Inc	History	No change	29,243	10,699	1.16%	1.16%	120	0	0.0%	Q2 2026	Jul 24, 2026
KICKSTAND VENTURES, LLC.	History	No change	29,058	10,631	1.93%	1.93%	121	0	0.0%	Q2 2026	Jul 30, 2026
STOCK YARDS BANK & TRUST CO	History	No change	28,998	10,609	0.3%	0.3%	122	0	0.0%	Q2 2026	Aug 19, 2026
Select Asset Management & Trust	History	No change	28,301	10,355	2.98%	2.98%	123	0	0.0%	Q2 2026	Aug 11, 2026
ATTICUS WEALTH MANAGEMENT, LLC	History	No change	27,944	10,223	2.43%	2.43%	124	0	0.0%	Q2 2026	Jul 15, 2026
Legacy Advisors, LLC	History	No change	27,418	10,031	0.94%	0.94%	125	0	0.0%	Q2 2026	Jul 24, 2026
Ancora Advisors LLC	History	No change	27,193	9,949	0.19%	0.19%	126	0	0.0%	Q2 2026	Aug 14, 2026
PMG Wealth Management, Inc.	History	No change	27,139	9,929	6.14%	6.14%	127	0	0.0%	Q2 2026	Aug 05, 2026
HSBC HOLDINGS PLC	History	No change	26,810	9,808	0.0%	0.0%	128	0	0.0%	Q2 2026	Aug 14, 2026
Quantum Financial Advisors, LLC	History	No change	404,718	9,691	0.96%	0.96%	129	0	0.0%	Q2 2026	Jul 08, 2026
Private Advisor Group, LLC	History	No change	26,284	9,616	0.04%	0.04%	130	0	0.0%	Q2 2026	Jul 27, 2026
McKinley Carter Wealth Services, Inc.	History	No change	26,180	9,578	0.49%	0.49%	131	0	0.0%	Q2 2026	Jul 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	25,514	9,340	0.05%	0.05%	132	0	0.0%	Q2 2026	Aug 14, 2026
Snowden Capital Advisors LLC	History	No change	25,291	9,253	0.22%	0.22%	133	0	0.0%	Q2 2026	Aug 13, 2026
CARRET ASSET MANAGEMENT, LLC	History	No change	25,216	9,225	0.81%	0.81%	134	0	0.0%	Q2 2026	Aug 04, 2026
Capital Advisors, Ltd. LLC	History	No change	25,041	9,162	0.92%	0.92%	135	0	0.0%	Q2 2026	Jul 16, 2026
Aft, Forsyth & Sober, LLC	History	No change	28,800	9,160	2.86%	2.86%	136	0	0.0%	Q2 2026	Aug 14, 2026
Ascent Group, LLC	History	No change	24,508	8,966	0.27%	0.27%	137	0	0.0%	Q2 2026	Aug 03, 2026
Cardinal Strategic Wealth Guidance	History	No change	24,409	8,930	2.02%	2.02%	138	0	0.0%	Q2 2026	Jul 30, 2026
Vise Technologies, Inc.	History	No change	23,842	8,723	0.1%	0.1%	139	0	0.0%	Q2 2026	Aug 10, 2026
CITADEL ADVISORS LLC	History	No change	23,646	8,651	0.0%	0.0%	140	0	0.0%	Q2 2026	Sep 02, 2026
Alternative Investment Advisors, LLC.	History	No change	23,553	8,617	3.28%	3.28%	141	0	0.0%	Q2 2026	Aug 31, 2026
Yanni & Associates Investment Advisors, LLC	History	No change	23,424	8,570	7.91%	7.91%	142	0	0.0%	Q2 2026	Jul 08, 2026
Robertson Stephens Wealth Management, LLC	History	No change	23,409	8,564	0.21%	0.21%	143	0	0.0%	Q2 2026	Jul 29, 2026
BASSO CAPITAL MANAGEMENT, L.P.	History	No change	23,404	8,562	1.83%	1.83%	144	0	0.0%	Q2 2026	Jul 27, 2026
Cypress Wealth Services, LLC	History	No change	23,100	8,451	1.04%	1.04%	145	0	0.0%	Q2 2026	Jul 10, 2026
HB Wealth Management, LLC	History	No change	22,784	8,336	0.05%	0.05%	146	0	0.0%	Q2 2026	Jul 29, 2026
XTX Topco Ltd	History	No change	22,444	8,211	0.11%	0.11%	147	0	0.0%	Q2 2026	Aug 14, 2026
D.A. DAVIDSON & CO.	History	No change	22,365	8,182	0.05%	0.05%	148	0	0.0%	Q2 2026	Jul 24, 2026
Elevation Capital Advisory, LLC	History	No change	22,318	8,165	3.15%	3.15%	149	0	0.0%	Q2 2026	Jul 27, 2026
PATTON ALBERTSON MILLER GROUP, LLC	History	No change	21,889	8,008	0.8%	0.8%	150	0	0.0%	Q2 2026	Jul 22, 2026
BLAIR WILLIAM & CO/IL	History	No change	21,831	7,987	0.02%	0.02%	151	0	0.0%	Q2 2026	Aug 11, 2026
Affinity Capital Advisors, LLC	History	No change	21,527	7,954	0.98%	0.98%	152	0	0.0%	Q2 2026	Jul 08, 2026
Federation des caisses Desjardins du Quebec	History	No change	21,517	7,872	0.02%	0.02%	153	0	0.0%	Q2 2026	Aug 13, 2026
Concurrent Investment Advisors, LLC	History	No change	21,512	7,870	0.07%	0.07%	154	0	0.0%	Q2 2026	Jul 27, 2026
LIBERTY WEALTH MANAGEMENT LLC	History	No change	24,656	7,842	0.98%	0.98%	155	0	0.0%	Q2 2026	Aug 05, 2026
SCS Capital Management LLC	History	No change	21,284	7,787	0.07%	0.07%	156	0	0.0%	Q2 2026	Aug 06, 2026
Manchester Capital Management LLC	History	No change	21,264	7,779	1.01%	1.01%	157	0	0.0%	Q2 2026	Aug 13, 2026
Onyx Bridge Wealth Group LLC	History	No change	21,028	7,693	0.69%	0.69%	158	0	0.0%	Q2 2026	Jul 23, 2026
Granite Bay Wealth Management, LLC	History	No change	20,973	7,673	0.71%	0.71%	159	0	0.0%	Q2 2026	Aug 14, 2026
W ADVISORS, LLC	History	No change	20,714	7,578	3.45%	3.45%	160	0	0.0%	Q2 2026	Jul 31, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	20,321	7,434	0.05%	0.05%	161	0	0.0%	Q2 2026	Jul 23, 2026
Van Hulzen Asset Management, LLC	History	No change	20,271	7,416	0.53%	0.53%	162	0	0.0%	Q2 2026	Aug 13, 2026
ALLIANCEBERNSTEIN L.P.	History	No change	23,179	7,372	0.0%	0.0%	163	0	0.0%	Q2 2026	Aug 14, 2026
Savvy Advisors, Inc.	History	No change	20,131	7,365	0.16%	0.16%	164	0	0.0%	Q2 2026	Aug 03, 2026
MONECO ADVISORS, LLC	History	No change	20,109	7,357	0.45%	0.45%	165	0	0.0%	Q2 2026	Aug 11, 2026
Client First Capital LLC	History	No change	20,091	7,350	2.93%	2.93%	166	0	0.0%	Q2 2026	Jul 10, 2026
Meridian Wealth Management, LLC	History	No change	20,084	7,348	0.23%	0.23%	167	0	0.0%	Q2 2026	Aug 05, 2026
Security Financial Services, INC.	History	No change	19,458	7,119	0.99%	0.99%	168	0	0.0%	Q2 2026	Jul 15, 2026
Advisory Services Network, LLC	History	No change	19,456	7,118	0.08%	0.08%	169	0	0.0%	Q2 2026	Aug 12, 2026
Mayflower Financial Advisors, LLC	History	No change	19,075	6,978	0.6%	0.6%	170	0	0.0%	Q2 2026	Jul 09, 2026
BlackRock, Inc.	History	No change	18,995	6,949	0.0%	0.0%	171	0	0.0%	Q2 2026	Aug 07, 2026
Kaydan Wealth Management, Inc.	History	No change	18,965	6,938	2.11%	2.11%	172	0	0.0%	Q2 2026	Jul 24, 2026
Quotient Wealth Partners, LLC	History	No change	18,810	6,881	0.16%	0.16%	173	0	0.0%	Q2 2026	Aug 03, 2026
NTV ASSET MANAGEMENT LLC	History	No change	18,354	6,715	0.66%	0.66%	174	0	0.0%	Q2 2026	Aug 05, 2026
HUNTINGTON NATIONAL BANK	History	No change	17,946	6,565	0.03%	0.03%	175	0	0.0%	Q2 2026	Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	No change	17,905	6,550	0.08%	0.08%	176	0	0.0%	Q2 2026	Aug 07, 2026
Independence Bank of Kentucky	History	No change	17,669	6,464	0.73%	0.73%	177	0	0.0%	Q2 2026	Jul 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	17,637	6,452	0.05%	0.05%	178	0	0.0%	Q2 2026	Aug 14, 2026
Veridan Wealth LLC	History	No change	17,636	6,452	2.19%	2.19%	179	0	0.0%	Q2 2026	Aug 10, 2026
NewEdge Wealth, LLC	History	No change	17,538	6,416	0.06%	0.06%	180	0	0.0%	Q2 2026	Aug 10, 2026
Arax Advisory Partners	History	No change	17,527	6,412	0.04%	0.04%	181	0	0.0%	Q2 2026	Aug 10, 2026
VERUS CAPITAL PARTNERS, LLC	History	No change	17,308	6,332	0.34%	0.34%	182	0	0.0%	Q2 2026	Aug 06, 2026
CULBERTSON A N & CO INC	History	No change	17,210	6,296	0.73%	0.73%	183	0	0.0%	Q2 2026	Jul 29, 2026
CFS Investment Advisory Services, LLC	History	No change	16,910	6,190	0.41%	0.41%	184	0	0.0%	Q2 2026	Jul 16, 2026
Fisher Asset Management, LLC	History	No change	16,903	6,184	0.0%	0.0%	185	0	0.0%	Q2 2026	Aug 04, 2026
Forthright Family Wealth Advisory LLC	History	No change	16,685	6,104	3.45%	3.45%	186	0	0.0%	Q2 2026	Jul 16, 2026
GenWealth Group, Inc.	History	No change	16,539	6,051	0.94%	0.94%	187	0	0.0%	Q2 2026	Jul 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	16,065	5,981	0.01%	0.01%	188	0	0.0%	Q2 2026	Jul 15, 2026
Asempa Wealth Advisors	History	Reduced	15,454	5,896	4.5%	4.22%	189	-5	-0.03%	Q3 2026	Oct 07, 2026
Ashton Thomas Private Wealth, LLC	History	No change	16,065	5,877	0.12%	0.12%	190	0	0.0%	Q2 2026	Jul 29, 2026
Spectrum Planning & Advisory Services Inc.	History	No change	16,049	5,871	2.63%	2.63%	191	0	0.0%	Q2 2026	Jul 14, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC	History	No change	15,940	5,832	1.98%	1.98%	192	0	0.0%	Q2 2026	Jul 21, 2026
D. E. Shaw & Co., Inc.	History	No change	15,814	5,785	0.0%	0.0%	193	0	0.0%	Q2 2026	Aug 14, 2026
REGIONS FINANCIAL CORP	History	No change	15,661	5,729	0.03%	0.03%	194	0	0.0%	Q2 2026	Aug 10, 2026
SHEETS SMITH WEALTH MANAGEMENT	History	No change	15,578	5,699	0.57%	0.57%	195	0	0.0%	Q2 2026	Jul 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	No change	15,547	5,688	0.1%	0.1%	196	0	0.0%	Q2 2026	Jul 14, 2026
FULTON BREAKEFIELD BROENNIMAN LLC	History	No change	15,520	5,678	0.33%	0.33%	197	0	0.0%	Q2 2026	Aug 03, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	14,865	5,474	0.1%	0.1%	198	0	0.0%	Q2 2026	Jul 27, 2026
Kelly Financial Services LLC	History	No change	14,938	5,465	1.17%	1.17%	199	0	0.0%	Q2 2026	Jul 14, 2026
TITLEIST ASSET MANAGEMENT, LLC	History	No change	14,921	5,459	0.37%	0.37%	200	0	0.0%	Q2 2026	Jul 20, 2026
Coppell Advisory Solutions LLC	History	No change	8	5,450	0.45%	0.45%	201	0	0.0%	Q2 2026	Aug 14, 2026
IHT Wealth Management, LLC	History	No change	14,257	5,216	0.11%	0.11%	202	0	0.0%	Q2 2026	Aug 14, 2026
Ridgeline Wealth, LLC	History	No change	14,013	5,126	3.0%	3.0%	203	0	0.0%	Q2 2026	Jul 06, 2026
KM Capital Management Ltd.	History	No change	13,652	4,994	2.35%	2.35%	204	0	0.0%	Q2 2026	Aug 14, 2026
Avid Wealth Partners LLC	History	No change	13,596	4,974	2.41%	2.41%	205	0	0.0%	Q2 2026	Aug 03, 2026
ONE Advisory Partners, LLC	History	No change	13,482	4,932	1.34%	1.34%	206	0	0.0%	Q2 2026	Jul 21, 2026
Dana Investment Advisors, Inc.	History	No change	13,469	4,927	0.13%	0.13%	207	0	0.0%	Q2 2026	Aug 13, 2026
BBR PARTNERS, LLC	History	No change	13,441	4,917	0.23%	0.23%	208	0	0.0%	Q2 2026	Aug 11, 2026
Claro Advisors Inc.	History	No change	13,217	4,835	0.51%	0.51%	209	0	0.0%	Q2 2026	Jul 30, 2026
Peloton Wealth Strategists	History	No change	12,915	4,725	1.75%	1.75%	210	0	0.0%	Q2 2026	Aug 10, 2026
MLG Wealth Management DBA Pine Grove Financial Group	History	No change	12,672	4,635	0.47%	0.47%	211	0	0.0%	Q2 2026	Sep 02, 2026
Csenge Advisory Group	History	No change	12,567	4,597	0.19%	0.19%	212	0	0.0%	Q2 2026	Aug 10, 2026
JPL Wealth Management, LLC	History	No change	12,550	4,591	0.91%	0.91%	213	0	0.0%	Q2 2026	Aug 13, 2026
Wealthspire Advisors, LLC	History	No change	12,512	4,577	0.03%	0.03%	214	0	0.0%	Q2 2026	Aug 11, 2026
Horst & Graben Wealth Management LLC	History	No change	12,435	4,549	0.6%	0.6%	215	0	0.0%	Q2 2026	Jul 22, 2026
Summit Financial, LLC	History	No change	12,396	4,535	0.05%	0.05%	216	0	0.0%	Q2 2026	Aug 12, 2026
Canal Capital Management, LLC	History	No change	12,363	4,523	0.55%	0.55%	217	0	0.0%	Q2 2026	Jul 28, 2026
WELCH & FORBES LLC	History	No change	12,257	4,484	0.05%	0.05%	218	0	0.0%	Q2 2026	Jul 30, 2026
Sovran Advisors, LLC	History	No change	12,233	4,455	0.33%	0.33%	219	0	0.0%	Q2 2026	Jul 29, 2026
Gladstone Institutional Advisory LLC	History	No change	12,147	4,444	0.14%	0.14%	220	0	0.0%	Q2 2026	Jul 27, 2026
HM PAYSON & CO	History	No change	12,114	4,432	0.06%	0.06%	221	0	0.0%	Q2 2026	Jul 17, 2026
Dakota Wealth Management	History	No change	11,916	4,359	0.08%	0.08%	222	0	0.0%	Q2 2026	Aug 07, 2026
WEDBUSH SECURITIES INC	History	No change	11,902	4,355	0.11%	0.11%	223	0	0.0%	Q2 2026	Jul 28, 2026
Strategic Blueprint, LLC	History	No change	11,712	4,285	0.21%	0.21%	224	0	0.0%	Q2 2026	Jul 23, 2026
Arkadios Wealth Advisors	History	No change	11,629	4,254	0.06%	0.06%	225	0	0.0%	Q2 2026	Aug 10, 2026
Heritage Wealth Advisors	History	No change	11,465	4,194	0.14%	0.14%	226	0	0.0%	Q2 2026	Aug 14, 2026
Regal Investment Advisors LLC	History	No change	11,439	4,185	0.22%	0.22%	227	0	0.0%	Q2 2026	Aug 14, 2026
Runnymede Capital Advisors, Inc.	History	No change	11,348	4,151	2.47%	2.47%	228	0	0.0%	Q2 2026	Jul 21, 2026
RIA Advisory Group LLC	History	No change	11,152	4,080	0.89%	0.89%	229	0	0.0%	Q2 2026	Jul 23, 2026
Capital Investment Counsel, LLC	History	No change	10,997	4,023	0.5%	0.5%	230	0	0.0%	Q2 2026	Jul 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	10,967	4,013	0.01%	0.01%	231	0	0.0%	Q2 2026	Aug 14, 2026
ShoreHaven Wealth Partners, LLC	History	No change	10,864	3,974	1.25%	1.25%	232	0	0.0%	Q2 2026	Jul 14, 2026
COMMERCE BANK	History	No change	10,842	3,966	0.02%	0.02%	233	0	0.0%	Q2 2026	Aug 12, 2026
FSA WEALTH PARTNERS, INC.	History	No change	10,774	3,941	0.99%	0.99%	234	0	0.0%	Q2 2026	Aug 03, 2026
Parallel Advisors, LLC	History	No change	10,745	3,931	0.06%	0.06%	235	0	0.0%	Q2 2026	Aug 05, 2026
RENAISSANCE TECHNOLOGIES LLC	History	No change	10,680	3,907	0.01%	0.01%	236	0	0.0%	Q2 2026	Aug 13, 2026
Black Swift Group, LLC	History	No change	10,615	3,883	0.56%	0.56%	237	0	0.0%	Q2 2026	Aug 13, 2026
Aviance Capital Partners, LLC	History	No change	10,574	3,868	0.4%	0.4%	238	0	0.0%	Q2 2026	Jul 30, 2026
FINANCIAL LIFE ADVISORS	History	No change	10,448	3,822	1.09%	1.09%	239	0	0.0%	Q2 2026	Jul 28, 2026
Mezzasalma Advisors, LLC	History	No change	22,779	3,795	0.76%	0.76%	240	0	0.0%	Q2 2026	Aug 10, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD	History	No change	10,311	3,772	0.5%	0.5%	241	0	0.0%	Q2 2026	Jul 24, 2026
Argent Trust Co	History	No change	10,163	3,718	0.11%	0.11%	242	0	0.0%	Q2 2026	Aug 06, 2026
Family Manage LLC	History	No change	10,143	3,711	0.38%	0.38%	243	0	0.0%	Q2 2026	Aug 14, 2026
Global Retirement Partners, LLC	History	No change	10,075	3,686	0.06%	0.06%	244	0	0.0%	Q2 2026	Aug 06, 2026
71 West Capital Partners	History	No change	9,862	3,608	0.12%	0.12%	245	0	0.0%	Q2 2026	Aug 04, 2026
XCELSIOR ADVISOR PARTNERS LLC	History	No change	9,802	3,586	0.47%	0.47%	246	0	0.0%	Q2 2026	Aug 14, 2026
Jump Financial, LLC	History	No change	9,510	3,479	0.03%	0.03%	247	0	0.0%	Q2 2026	Aug 13, 2026
JFS WEALTH ADVISORS, LLC	History	No change	9,340	3,417	0.17%	0.17%	248	0	0.0%	Q2 2026	Jul 10, 2026
Perigon Wealth Management, LLC	History	No change	9,314	3,407	0.05%	0.05%	249	0	0.0%	Q2 2026	Aug 07, 2026
RMR Wealth Builders	History	No change	9,202	3,366	0.21%	0.21%	250	0	0.0%	Q2 2026	Jul 24, 2026
Sequoia Financial Advisors, LLC	History	No change	9,198	3,365	0.02%	0.02%	251	0	0.0%	Q2 2026	Jul 17, 2026
Centurion Wealth Management LLC	History	No change	9,140	3,344	0.8%	0.8%	252	0	0.0%	Q2 2026	Jul 09, 2026
St. Clair Advisors, LLC	History	No change	9,090	3,325	0.86%	0.86%	253	0	0.0%	Q2 2026	Jul 06, 2026
PARSONS CAPITAL MANAGEMENT INC/RI	History	No change	8,947	3,273	0.15%	0.15%	254	0	0.0%	Q2 2026	Jul 24, 2026
KCM INVESTMENT ADVISORS LLC	History	No change	8,919	3,263	0.1%	0.1%	255	0	0.0%	Q2 2026	Aug 13, 2026
Summit Wealth Partners, LLC	History	No change	8,915	3,261	0.46%	0.46%	256	0	0.0%	Q2 2026	Aug 03, 2026
Adirondack Capital Advisors, LLC	History	No change	8,817	3,225	1.73%	1.73%	257	0	0.0%	Q2 2026	Jul 10, 2026
Advus Financial Partners, LLC	History	No change	8,648	3,164	0.9%	0.9%	258	0	0.0%	Q2 2026	Oct 02, 2026
MONTAG A & ASSOCIATES INC	History	No change	8,481	3,102	0.13%	0.13%	259	0	0.0%	Q2 2026	Aug 05, 2026
MEANS INVESTMENT CO., INC.	History	No change	8,447	3,090	0.23%	0.23%	260	0	0.0%	Q2 2026	Aug 14, 2026
HOWE & RUSLING INC	History	No change	8,355	3,056	0.18%	0.18%	261	0	0.0%	Q2 2026	Aug 10, 2026
CMH Wealth Management LLC	History	No change	8,335	3,049	0.47%	0.47%	262	0	0.0%	Q2 2026	Jul 09, 2026
AMG National Trust Bank	History	No change	8,314	3,042	0.06%	0.06%	263	0	0.0%	Q2 2026	Aug 06, 2026
Nova Wealth Management, Inc.	History	No change	8,302	3,037	1.68%	1.68%	264	0	0.0%	Q2 2026	Jul 13, 2026
Global Wealth Strategies & Associates	History	Reduced	7,871	3,007	0.55%	0.56%	265	-224	-2.77%	Q3 2026	Oct 01, 2026
Venturi Wealth Management, LLC	History	No change	8,135	2,976	0.12%	0.12%	266	0	0.0%	Q2 2026	Jul 20, 2026
GLENMEDE TRUST CO NA	History	No change	8,087	2,958	0.01%	0.01%	267	0	0.0%	Q2 2026	Aug 10, 2026
UPTICK PARTNERS, LLC	History	No change	7,917	2,896	0.45%	0.45%	268	0	0.0%	Q2 2026	Aug 10, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	History	No change	7,903	2,891	0.33%	0.33%	269	0	0.0%	Q2 2026	Aug 03, 2026
Shared Vision Wealth Group LLC	History	No change	7,864	2,877	0.99%	0.99%	270	0	0.0%	Q2 2026	Jul 31, 2026
Hoxton Planning & Management, LLC	History	No change	7,813	2,858	0.75%	0.75%	271	0	0.0%	Q2 2026	Jul 16, 2026
Kingsview Wealth Management, LLC	History	No change	7,724	2,826	0.03%	0.03%	272	0	0.0%	Q2 2026	Aug 18, 2026
ACCESS FINANCIAL SERVICES, INC.	History	No change	7,555	2,764	0.91%	0.91%	273	0	0.0%	Q2 2026	Jul 16, 2026
CreativeOne Wealth, LLC	History	No change	7,543	2,759	0.06%	0.06%	274	0	0.0%	Q2 2026	Aug 13, 2026
Trail Ridge Investment Advisors, LLC	History	No change	7,508	2,746	1.16%	1.16%	275	0	0.0%	Q2 2026	Aug 13, 2026
Mutual Advisors, LLC	History	No change	7,397	2,706	0.05%	0.05%	276	0	0.0%	Q2 2026	Aug 14, 2026
Opus Capital Group, LLC	History	No change	7,307	2,673	0.26%	0.26%	277	0	0.0%	Q2 2026	Jul 31, 2026
5T Wealth, LLC	History	No change	7,224	2,643	0.98%	0.98%	278	0	0.0%	Q2 2026	Jul 21, 2026
Lynch Investment Planning, LLC	History	No change	7,155	2,617	2.01%	2.01%	279	0	0.0%	Q2 2026	Jul 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	No change	7,148	2,615	0.03%	0.03%	280	0	0.0%	Q2 2026	Aug 14, 2026
SCOTIA CAPITAL INC.	History	No change	7,089	2,594	0.01%	0.01%	281	0	0.0%	Q2 2026	Aug 11, 2026
Beaumont Asset Management, L.L.C.	History	No change	7,084	2,591	1.01%	1.01%	282	0	0.0%	Q2 2026	Jul 22, 2026
Able Wealth Management LLC	History	No change	7,001	2,561	0.59%	0.59%	283	0	0.0%	Q2 2026	Jul 29, 2026
1834 INVESTMENT ADVISORS CO	History	No change	6,931	2,535	0.29%	0.29%	284	0	0.0%	Q2 2026	Jul 30, 2026
WT Wealth Management	History	No change	6,926	2,534	0.7%	0.7%	285	0	0.0%	Q2 2026	Jul 22, 2026
Tortoise Investment Management, LLC	History	No change	6,917	2,530	0.19%	0.19%	286	0	0.0%	Q2 2026	Aug 07, 2026
Klingman & Associates, LLC	History	No change	6,882	2,517	0.11%	0.11%	287	0	0.0%	Q2 2026	Jul 29, 2026
Focus Financial Network, Inc.	History	No change	6,797	2,486	0.08%	0.08%	288	0	0.0%	Q2 2026	Jul 09, 2026
RWA WEALTH PARTNERS, LLC	History	No change	6,774	2,478	0.02%	0.02%	289	0	0.0%	Q2 2026	Aug 07, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	History	No change	6,735	2,464	0.62%	0.62%	290	0	0.0%	Q2 2026	Jul 20, 2026
Dynamic Advisor Solutions LLC	History	No change	6,612	2,419	0.07%	0.07%	291	0	0.0%	Q2 2026	Jul 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	6,581	2,407	0.01%	0.01%	292	0	0.0%	Q2 2026	Aug 13, 2026
Finley Financial, LLC	History	No change	6,560	2,400	0.97%	0.97%	293	0	0.0%	Q2 2026	Jul 08, 2026
RASP WEALTH SOLUTIONS, LLC	History	No change	6,549	2,396	0.8%	0.8%	294	0	0.0%	Q2 2026	Aug 11, 2026
Gilliland Jeter Wealth Management LLC	History	No change	6,523	2,386	0.63%	0.63%	295	0	0.0%	Q2 2026	Jul 29, 2026
BEACON FINANCIAL GROUP	History	No change	6,504	2,379	0.22%	0.22%	296	0	0.0%	Q2 2026	Jul 16, 2026
AE Wealth Management LLC	History	No change	6,497	2,377	0.01%	0.01%	297	0	0.0%	Q2 2026	Aug 03, 2026
ROBINSON SMITH WEALTH ADVISORS LLC	History	No change	6,479	2,370	1.42%	1.42%	298	0	0.0%	Q2 2026	Jul 29, 2026
Atria Investments, Inc	History	No change	6,467	2,366	0.02%	0.02%	299	0	0.0%	Q2 2026	Jul 28, 2026
BAILARD, INC.	History	No change	6,453	2,360	0.05%	0.05%	300	0	0.0%	Q2 2026	Jul 30, 2026
Lido Advisors, LLC	History	No change	6,415	2,347	0.01%	0.01%	301	0	0.0%	Q2 2026	Aug 07, 2026
Palumbo Wealth Management LLC	History	No change	6,412	2,345	0.49%	0.49%	302	0	0.0%	Q2 2026	Aug 12, 2026
McAdam, LLC	History	No change	6,366	2,329	0.09%	0.09%	303	0	0.0%	Q2 2026	Aug 04, 2026
Diversified Trust Co	History	No change	6,267	2,292	0.04%	0.04%	304	0	0.0%	Q2 2026	Jul 17, 2026
Henson-Edgewater Management, LLC	History	No change	6,009	2,291	1.19%	1.19%	305	0	0.0%	Q2 2026	Aug 18, 2026
FLOW TRADERS U.S. LLC	History	No change	6,236	2,282	0.09%	0.09%	306	0	0.0%	Q2 2026	Aug 14, 2026
Financial Concepts Unlimited, Inc.	History	No change	6,169	2,257	1.77%	1.77%	307	0	0.0%	Q2 2026	Aug 06, 2026
NWAM LLC	History	No change	6,157	2,252	0.11%	0.11%	308	0	0.0%	Q2 2026	Jul 23, 2026
CHOREO, LLC	History	No change	6,157	2,252	0.02%	0.02%	309	0	0.0%	Q2 2026	Aug 04, 2026
WATERSHED PRIVATE WEALTH LLC	History	No change	6,144	2,247	0.63%	0.63%	310	0	0.0%	Q2 2026	Jul 17, 2026
Baird Financial Group, Inc.	History	No change	6,112	2,236	0.0%	0.0%	311	0	0.0%	Q2 2026	Aug 12, 2026
RAHLFS CAPITAL, LLC	History	No change	6,100	2,231	1.64%	1.64%	312	0	0.0%	Q2 2026	Jul 28, 2026
PRINCIPAL SECURITIES, INC.	History	No change	5,906	2,160	0.03%	0.03%	313	0	0.0%	Q2 2026	Aug 04, 2026
RiverFront Investment Group, LLC	History	No change	5,836	2,135	0.03%	0.03%	314	0	0.0%	Q2 2026	Jul 29, 2026
SAX WEALTH ADVISORS, LLC	History	No change	6,681	2,124	0.09%	0.09%	315	0	0.0%	Q2 2026	Jul 09, 2026
Tower Research Capital LLC (TRC)	History	No change	5,790	2,118	0.05%	0.05%	316	0	0.0%	Q2 2026	Aug 11, 2026
Evercore Wealth Management, LLC	History	No change	5,775	2,112	0.03%	0.03%	317	0	0.0%	Q2 2026	Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	No change	5,724	2,094	0.04%	0.04%	318	0	0.0%	Q2 2026	Jul 15, 2026
Plancorp, LLC	History	No change	5,662	2,091	0.05%	0.05%	319	0	0.0%	Q2 2026	Jul 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	No change	5,625	2,058	0.01%	0.01%	320	0	0.0%	Q2 2026	Aug 10, 2026
Spire Wealth Management	History	No change	5,613	2,053	0.06%	0.06%	321	0	0.0%	Q2 2026	Jul 15, 2026
JT Stratford LLC	History	No change	5,585	2,043	0.22%	0.22%	322	0	0.0%	Q2 2026	Aug 14, 2026
ADIRONDACK TRUST CO	History	No change	5,545	2,028	0.6%	0.6%	323	0	0.0%	Q2 2026	Jul 16, 2026
Optivise Advisory Services LLC	History	No change	5,495	2,010	1.02%	1.02%	324	0	0.0%	Q2 2026	Jul 13, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	No change	5,492	2,009	0.03%	0.03%	325	0	0.0%	Q2 2026	Aug 10, 2026
Ameritas Advisory Services, LLC	History	No change	5,409	1,978	0.04%	0.04%	326	0	0.0%	Q2 2026	Aug 14, 2026
CURTIS WEALTH MANAGEMENT LLC	History	No change	5,404	1,977	1.68%	1.68%	327	0	0.0%	Q2 2026	Aug 03, 2026
OpenArc Corporate Advisory, LLC	History	No change	5,406	1,977	0.02%	0.02%	328	0	0.0%	Q2 2026	Aug 05, 2026
MONOGRAPH WEALTH ADVISORS, LLC	History	No change	5,376	1,967	0.16%	0.16%	329	0	0.0%	Q2 2026	Aug 14, 2026
MATHER GROUP, LLC.	History	No change	5,346	1,955	0.02%	0.02%	330	0	0.0%	Q2 2026	Jul 27, 2026
TD Waterhouse Canada Inc.	History	No change	5,285	1,934	0.01%	0.01%	331	0	0.0%	Q2 2026	Jul 27, 2026
JANE STREET GROUP, LLC	History	No change	5,272	1,928	0.0%	0.0%	332	0	0.0%	Q2 2026	Aug 14, 2026
Strait & Sound Wealth Management LLC	History	No change	5,252	1,921	0.67%	0.67%	333	0	0.0%	Q2 2026	Aug 17, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	5,251	1,919	0.0%	0.0%	334	0	0.0%	Q2 2026	Aug 10, 2026
REGIMEN WEALTH, LLC	History	No change	5,221	1,917	0.52%	0.52%	335	0	0.0%	Q2 2026	Aug 05, 2026
Apella Capital, LLC	History	No change	5,199	1,914	0.03%	0.03%	336	0	0.0%	Q2 2026	Jul 08, 2026
Mission Creek Capital Partners, Inc.	History	No change	5,232	1,914	0.34%	0.34%	337	0	0.0%	Q2 2026	Aug 14, 2026
Baker Avenue Asset Management, LP	History	No change	5,231	1,913	0.04%	0.04%	338	0	0.0%	Q2 2026	Jul 28, 2026
Sigma Planning Corp	History	No change	5,198	1,901	0.05%	0.05%	339	0	0.0%	Q2 2026	Aug 07, 2026
ASSETMARK, INC	History	No change	5,193	1,899	0.0%	0.0%	340	0	0.0%	Q2 2026	Jul 30, 2026
IBEX WEALTH ADVISORS	History	No change	5,171	1,891	0.15%	0.15%	341	0	0.0%	Q2 2026	Jul 27, 2026
Triad Wealth Partners, LLC	History	No change	5,040	1,889	0.11%	0.11%	342	0	0.0%	Q2 2026	Aug 10, 2026
Orion Porfolio Solutions, LLC	History	No change	5,119	1,872	0.01%	0.01%	343	0	0.0%	Q2 2026	Aug 14, 2026
PINNACLE ASSOCIATES LTD	History	No change	5,084	1,860	0.02%	0.02%	344	0	0.0%	Q2 2026	Aug 03, 2026
Legacies Wealth LLC	History	No change	4,999	1,828	1.0%	1.0%	345	0	0.0%	Q2 2026	Jul 22, 2026
Diversify Advisory Services, LLC	History	No change	5,031	1,827	0.03%	0.03%	346	0	0.0%	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	No change	5,031	1,827	0.03%	0.03%	347	0	0.0%	Q2 2026	Jul 29, 2026
Beacon Financial Advisory LLC	History	No change	4,908	1,795	0.35%	0.35%	348	0	0.0%	Q2 2026	Aug 05, 2026
WEBSTER BANK, N. A.	History	No change	4,889	1,788	0.16%	0.16%	349	0	0.0%	Q2 2026	Jul 20, 2026
Clearstead Advisors, LLC	History	No change	4,878	1,784	0.02%	0.02%	350	0	0.0%	Q2 2026	Aug 06, 2026
HighPoint Advisor Group LLC	History	No change	4,870	1,781	0.06%	0.06%	351	0	0.0%	Q2 2026	Aug 05, 2026
STEPHENS INC /AR/	History	No change	4,847	1,773	0.02%	0.02%	352	0	0.0%	Q2 2026	Jul 29, 2026
Prime Capital Investment Advisors, LLC	History	No change	4,841	1,771	0.02%	0.02%	353	0	0.0%	Q2 2026	Aug 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC	History	No change	4,837	1,769	0.09%	0.09%	354	0	0.0%	Q2 2026	Jul 31, 2026
Cedar Wealth Management, LLC	History	No change	4,784	1,750	0.45%	0.45%	355	0	0.0%	Q2 2026	Aug 12, 2026
Belpointe Asset Management LLC	History	No change	4,755	1,739	0.06%	0.06%	356	0	0.0%	Q2 2026	Jul 31, 2026
NWF Advisory Services Inc.	History	No change	4,724	1,728	0.16%	0.16%	357	0	0.0%	Q2 2026	Jul 29, 2026
Allen Investment Management, LLC	History	No change	4,689	1,715	0.02%	0.02%	358	0	0.0%	Q2 2026	Aug 05, 2026
Stonebrook Private Inc.	History	No change	4,679	1,711	0.31%	0.31%	359	0	0.0%	Q2 2026	Aug 14, 2026
Icon Wealth Advisors, LLC	History	No change	4,643	1,698	0.1%	0.1%	360	0	0.0%	Q2 2026	Aug 05, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC	History	No change	4,612	1,687	0.13%	0.13%	361	0	0.0%	Q2 2026	Jul 16, 2026
Forvis Mazars Wealth Advisors, LLC	History	No change	4,521	1,654	0.03%	0.03%	362	0	0.0%	Q2 2026	Aug 10, 2026
Jackson Wealth Management, LLC	History	No change	4,497	1,645	0.97%	0.97%	363	0	0.0%	Q2 2026	Aug 20, 2026
Councilmark Asset Management, LLC	History	No change	4,475	1,637	0.87%	0.87%	364	0	0.0%	Q2 2026	Aug 11, 2026
Rothschild Wealth LLC	History	No change	4,459	1,631	0.13%	0.13%	365	0	0.0%	Q2 2026	Aug 11, 2026
Measured Wealth Private Client Group, LLC	History	No change	4,417	1,615	0.39%	0.39%	366	0	0.0%	Q2 2026	Aug 10, 2026
Curbstone Financial Management Corp	History	No change	4,410	1,613	0.27%	0.27%	367	0	0.0%	Q2 2026	Jul 14, 2026
RIK SAYLOR FINANCIAL, INC.	History	No change	4,396	1,608	1.07%	1.07%	368	0	0.0%	Q2 2026	Aug 05, 2026
Nuveen, LLC	History	No change	4,391	1,606	0.0%	0.0%	369	0	0.0%	Q2 2026	Aug 11, 2026
FIRETHORN WEALTH PARTNERS, LLC	History	No change	4,366	1,597	0.51%	0.51%	370	0	0.0%	Q2 2026	Jul 15, 2026
WJ Wealth Management, LLC	History	No change	4,321	1,580	0.62%	0.62%	371	0	0.0%	Q2 2026	Aug 03, 2026
Madison Wealth Partners, Inc	History	No change	4,317	1,579	0.2%	0.2%	372	0	0.0%	Q2 2026	Aug 12, 2026
Darwin Wealth Management, LLC	History	No change	4,240	1,551	0.42%	0.42%	373	0	0.0%	Q2 2026	Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	No change	4,240	1,551	0.02%	0.02%	374	0	0.0%	Q2 2026	Jul 28, 2026
Golden State Wealth Management, LLC	History	No change	4,235	1,549	0.14%	0.14%	375	0	0.0%	Q2 2026	Jul 22, 2026
NorthRock Partners, LLC	History	No change	4,213	1,541	0.02%	0.02%	376	0	0.0%	Q2 2026	Aug 11, 2026
Certified Advisory Corp	History	No change	4,184	1,530	0.12%	0.12%	377	0	0.0%	Q2 2026	Jul 16, 2026
Callan Family Office, LLC	History	No change	4,156	1,520	0.03%	0.03%	378	0	0.0%	Q2 2026	Aug 11, 2026
PDS Planning, Inc	History	No change	4,101	1,500	0.09%	0.09%	379	0	0.0%	Q2 2026	Aug 05, 2026
QUADRANT CAPITAL GROUP LLC	History	No change	4,076	1,491	0.04%	0.04%	380	0	0.0%	Q2 2026	Aug 14, 2026
Trek Financial, LLC	History	No change	4,068	1,488	0.07%	0.07%	381	0	0.0%	Q2 2026	Aug 13, 2026
Chicago Partners Investment Group LLC	History	No change	4,096	1,487	0.03%	0.03%	382	0	0.0%	Q2 2026	Jul 29, 2026
Northside Capital Management, LLC	History	No change	4,061	1,485	0.12%	0.12%	383	0	0.0%	Q2 2026	Jul 10, 2026
XML Financial, LLC	History	No change	3,989	1,459	0.11%	0.11%	384	0	0.0%	Q2 2026	Jul 24, 2026
WEALTHGARDEN F.S. LLC	History	No change	3,959	1,448	0.82%	0.82%	385	0	0.0%	Q2 2026	Jul 31, 2026
BESSEMER GROUP INC	History	No change	3,950	1,446	0.0%	0.0%	386	0	0.0%	Q2 2026	Aug 12, 2026
Pinnacle Wealth Management Advisory Group, LLC	History	No change	3,889	1,422	0.08%	0.08%	387	0	0.0%	Q2 2026	Aug 05, 2026
Horizon Wealth Management, LLC	History	No change	3,845	1,406	0.18%	0.18%	388	0	0.0%	Q2 2026	Aug 06, 2026
Sand Hill Global Advisors, LLC	History	No change	3,805	1,392	0.04%	0.04%	389	0	0.0%	Q2 2026	Aug 11, 2026
VestGen Advisors, LLC	History	No change	3,803	1,391	0.04%	0.04%	390	0	0.0%	Q2 2026	Aug 11, 2026
Trust Point Inc.	History	No change	3,800	1,390	0.12%	0.12%	391	0	0.0%	Q2 2026	Jul 08, 2026
Polaris Investment Advisors, LLC	History	No change	3,785	1,384	0.89%	0.89%	392	0	0.0%	Q2 2026	Jul 09, 2026
Sound Income Strategies, LLC	History	No change	3,747	1,370	0.06%	0.06%	393	0	0.0%	Q2 2026	Jul 20, 2026
Columbus Macro, LLC	History	No change	3,715	1,359	0.13%	0.13%	394	0	0.0%	Q2 2026	Jul 22, 2026
CPA Asset Management Group, LLC	History	No change	3,709	1,356	0.39%	0.39%	395	0	0.0%	Q2 2026	Jul 09, 2026
GC Wealth Management RIA, LLC	History	No change	3,666	1,341	0.08%	0.08%	396	0	0.0%	Q2 2026	Jul 16, 2026
B. Riley Wealth Advisors, Inc.	History	No change	3,692	1,338	0.07%	0.07%	397	0	0.0%	Q2 2026	Jul 14, 2026
SMITH, MOORE & CO.	History	No change	3,647	1,334	0.09%	0.09%	398	0	0.0%	Q2 2026	Aug 12, 2026
WRAPMANAGER INC	History	No change	3,629	1,327	0.42%	0.42%	399	0	0.0%	Q2 2026	Aug 05, 2026
WealthPlan Investment Management, LLC	History	No change	3,589	1,313	0.07%	0.07%	400	0	0.0%	Q2 2026	Jul 28, 2026
Sovereign Financial Group, Inc.	History	No change	3,571	1,306	0.2%	0.2%	401	0	0.0%	Q2 2026	Jul 24, 2026
ZENITH SOLUTIONS, INC.	History	No change	3,547	1,297	1.18%	1.18%	402	0	0.0%	Q2 2026	Aug 03, 2026
Inspire Advisors, LLC	History	No change	3,538	1,294	0.09%	0.09%	403	0	0.0%	Q2 2026	Aug 13, 2026
Cyndeo Wealth Partners, LLC	History	No change	3,530	1,291	0.06%	0.06%	404	0	0.0%	Q2 2026	Jul 21, 2026
Vestmark Advisory Solutions, Inc.	History	No change	3,516	1,286	0.01%	0.01%	405	0	0.0%	Q2 2026	Aug 14, 2026
Maxele Advisors, LLC	History	No change	3,490	1,276	0.89%	0.89%	406	0	0.0%	Q2 2026	Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	No change	3,474	1,271	0.02%	0.02%	407	0	0.0%	Q2 2026	Jul 23, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC	History	No change	3,454	1,263	0.06%	0.06%	408	0	0.0%	Q2 2026	Aug 11, 2026
BLALOCK WILLIAMS, LLC	History	No change	3,452	1,262	0.82%	0.82%	409	0	0.0%	Q2 2026	Aug 07, 2026
Checchi Capital Advisers, LLC	History	No change	3,436	1,257	0.06%	0.06%	410	0	0.0%	Q2 2026	Aug 04, 2026
Park Edge Advisors, LLC	History	No change	3,422	1,252	0.26%	0.26%	411	0	0.0%	Q2 2026	Jul 10, 2026
Clark Asset Management, LLC	History	No change	3,405	1,245	0.1%	0.1%	412	0	0.0%	Q2 2026	Jul 07, 2026
Verum Partners LLC	History	No change	3,387	1,239	0.19%	0.19%	413	0	0.0%	Q2 2026	Jul 22, 2026
Apollon Wealth Management, LLC	History	No change	3,380	1,236	0.02%	0.02%	414	0	0.0%	Q2 2026	Jul 22, 2026
Sharkey, Howes & Javer	History	No change	3,318	1,214	0.15%	0.15%	415	0	0.0%	Q2 2026	Jul 09, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	History	No change	3,171	1,211	0.01%	0.01%	416	0	0.0%	Q3 2026	Oct 05, 2026
EverSource Wealth Advisors, LLC	History	No change	3,305	1,209	0.04%	0.04%	417	0	0.0%	Q2 2026	Jul 24, 2026
SUTTON PLACE INVESTORS LLC	History	No change	3,281	1,200	0.58%	0.58%	418	0	0.0%	Q2 2026	Aug 06, 2026
Patriot Financial Group Insurance Agency, LLC	History	No change	3,273	1,197	0.12%	0.12%	419	0	0.0%	Q2 2026	Jul 16, 2026
NAPLES GLOBAL ADVISORS, LLC	History	No change	3,270	1,196	0.07%	0.07%	420	0	0.0%	Q2 2026	Jul 23, 2026
BRIGHTON JONES LLC	History	No change	3,234	1,183	0.02%	0.02%	421	0	0.0%	Q2 2026	Aug 11, 2026
CIBC Bancorp USA Inc.	History	No change	3,232	1,182	0.0%	0.0%	422	0	0.0%	Q2 2026	Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC.	History	No change	3,232	1,182	0.01%	0.01%	423	0	0.0%	Q2 2026	Sep 23, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC	History	No change	3,230	1,181	0.12%	0.12%	424	0	0.0%	Q2 2026	Jul 28, 2026
Lansing Street Advisors	History	No change	3,168	1,159	0.25%	0.25%	425	0	0.0%	Q2 2026	Jul 24, 2026
Fiduciary Group, LLC	History	No change	3,167	1,158	0.09%	0.09%	426	0	0.0%	Q2 2026	Aug 10, 2026
Permanent Capital Management, LP	History	No change	3,149	1,152	0.15%	0.15%	427	0	0.0%	Q2 2026	Aug 12, 2026
ARCADIA INVESTMENT ADVISORS LLC	History	No change	3,114	1,139	0.48%	0.48%	428	0	0.0%	Q2 2026	Jul 13, 2026
Lifetime Wealth Management P.C.	History	No change	3,112	1,138	0.66%	0.66%	429	0	0.0%	Q2 2026	Aug 14, 2026
Davis Wealth Advisors, LLC	History	No change	3,106	1,136	0.88%	0.88%	430	0	0.0%	Q2 2026	Aug 14, 2026
Skyline Advisors, Inc.	History	No change	15,394	1,131	0.35%	0.35%	431	0	0.0%	Q2 2026	Jul 20, 2026
EWA, LLC	History	No change	3,067	1,122	0.2%	0.2%	432	0	0.0%	Q2 2026	Jul 14, 2026
DT Investment Partners, LLC	History	No change	3,000	1,097	0.08%	0.08%	433	0	0.0%	Q2 2026	Jul 27, 2026
Squarepoint Ops LLC	History	No change	2,999	1,097	0.0%	0.0%	434	0	0.0%	Q2 2026	Aug 14, 2026
Smartleaf Asset Management LLC	History	No change	2,993	1,085	0.04%	0.04%	435	0	0.0%	Q2 2026	Aug 12, 2026
Linscomb Wealth, Inc.	History	No change	2,953	1,080	0.05%	0.05%	436	0	0.0%	Q2 2026	Jul 31, 2026
Altus Wealth Management, LLC	History	No change	2,951	1,079	0.42%	0.42%	437	0	0.0%	Q2 2026	Jul 21, 2026
SMITH SHELLNUT WILSON LLC /ADV	History	No change	2,887	1,056	0.39%	0.39%	438	0	0.0%	Q2 2026	Aug 03, 2026
Mesirow Financial Investment Management, Inc.	History	No change	2,867	1,049	0.02%	0.02%	439	0	0.0%	Q2 2026	Jul 22, 2026
MISSION WEALTH MANAGEMENT, LP	History	No change	2,858	1,045	0.01%	0.01%	440	0	0.0%	Q2 2026	Jul 20, 2026
FIRST TRUST ADVISORS LP	History	No change	2,841	1,039	0.0%	0.0%	441	0	0.0%	Q2 2026	Aug 11, 2026
Western Wealth Management, LLC	History	No change	2,839	1,038	0.03%	0.03%	442	0	0.0%	Q2 2026	Aug 14, 2026
Accredited Investors Inc.	History	No change	2,814	1,029	0.04%	0.04%	443	0	0.0%	Q2 2026	Jul 21, 2026
ABNER HERRMAN & BROCK LLC	History	No change	2,803	1,026	0.1%	0.1%	444	0	0.0%	Q2 2026	Jul 08, 2026
DAVENPORT & Co LLC	History	No change	2,801	1,024	0.01%	0.01%	445	0	0.0%	Q2 2026	Jul 13, 2026
Provident Wealth Management, LLC	History	No change	2,759	1,009	0.26%	0.26%	446	0	0.0%	Q2 2026	Aug 04, 2026
St. Louis Trust Co	History	No change	9,380	1,006	0.11%	0.11%	447	0	0.0%	Q2 2026	Jul 30, 2026
East Coast Asset Management, LLC.	History	No change	2,746	1,004	0.3%	0.3%	448	0	0.0%	Q2 2026	Aug 14, 2026
Qube Research & Technologies Ltd	History	No change	2,736	1,001	0.0%	0.0%	449	0	0.0%	Q2 2026	Aug 14, 2026
CAPITAL CITY TRUST CO/FL	History	No change	2,732	999	0.21%	0.21%	450	0	0.0%	Q2 2026	Aug 04, 2026
Lantz Financial LLC	History	No change	2,730	998	0.18%	0.18%	451	0	0.0%	Q2 2026	Jul 09, 2026
Turtle Creek Wealth Advisors, LLC	History	No change	2,707	990	0.05%	0.05%	452	0	0.0%	Q2 2026	Jul 27, 2026
Apex Wealth Management, LLC	History	No change	2,707	990	0.6%	0.6%	453	0	0.0%	Q2 2026	Aug 11, 2026
THEORY FINANCIAL LLC	History	No change	2,700	987	0.31%	0.31%	454	0	0.0%	Q2 2026	Jul 31, 2026
Focus Partners Advisor Solutions, LLC	History	No change	2,679	980	0.01%	0.01%	455	0	0.0%	Q2 2026	Aug 06, 2026
Pallas Capital Advisors LLC	History	No change	2,656	971	0.03%	0.03%	456	0	0.0%	Q2 2026	Aug 07, 2026
Paradigm Capital Management, LLC/NV	History	No change	2,650	970	0.83%	0.83%	457	0	0.0%	Q2 2026	Aug 13, 2026
ENDEAVOR PRIVATE WEALTH, INC.	History	No change	2,645	967	0.23%	0.23%	458	0	0.0%	Q2 2026	Aug 14, 2026
Savant Capital, LLC	History	No change	2,638	965	0.0%	0.0%	459	0	0.0%	Q2 2026	Aug 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	No change	2,626	960	0.01%	0.01%	460	0	0.0%	Q2 2026	Aug 13, 2026
American Trust	History	No change	2,626	960	0.07%	0.07%	461	0	0.0%	Q2 2026	Aug 14, 2026
TWO SIGMA SECURITIES, LLC	History	No change	2,579	943	0.08%	0.08%	462	0	0.0%	Q2 2026	Aug 14, 2026
Palisade Asset Management, LLC	History	No change	2,574	941	0.09%	0.09%	463	0	0.0%	Q2 2026	Jul 20, 2026
Indiana Trust & Investment Management Co	History	No change	2,569	939	0.26%	0.26%	464	0	0.0%	Q2 2026	Jul 22, 2026
Soundwatch Capital LLC	History	No change	2,560	936	0.1%	0.1%	465	0	0.0%	Q2 2026	Aug 13, 2026
Blue Trust, Inc.	History	No change	2,559	936	0.01%	0.01%	466	0	0.0%	Q2 2026	Jul 21, 2026
Accelerate Investment Advisors LLC	History	No change	2,557	935	0.54%	0.54%	467	0	0.0%	Q2 2026	Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	No change	2,556	935	0.11%	0.11%	468	0	0.0%	Q2 2026	Aug 12, 2026
Stone Wealth Partners	History	No change	2,546	931	0.68%	0.68%	469	0	0.0%	Q2 2026	Jul 16, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	History	No change	2,537	928	0.19%	0.19%	470	0	0.0%	Q2 2026	Jul 17, 2026
BridgePort Financial Solutions, LLC	History	No change	2,536	927	0.24%	0.24%	471	0	0.0%	Q2 2026	Jul 24, 2026
Composition Wealth, LLC	History	No change	2,532	926	0.01%	0.01%	472	0	0.0%	Q2 2026	Jul 22, 2026
RVW Wealth, LLC	History	No change	2,421	925	0.06%	0.06%	473	0	0.0%	Q3 2026	Oct 06, 2026
Kovack Advisors, Inc.	History	No change	2,521	923	0.04%	0.04%	474	0	0.0%	Q2 2026	Jul 28, 2026
Aptus Capital Advisors, LLC	History	No change	2,521	922	0.01%	0.01%	475	0	0.0%	Q2 2026	Aug 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	No change	2,509	917	0.04%	0.04%	476	0	0.0%	Q2 2026	Jul 27, 2026
First Pacific Financial	History	No change	2,496	913	0.11%	0.11%	477	0	0.0%	Q2 2026	Jul 20, 2026
Advyzon Investment Management, LLC	History	No change	2,483	908	0.07%	0.07%	478	0	0.0%	Q2 2026	Aug 14, 2026
PKS Advisory Services, LLC	History	No change	2,463	901	0.14%	0.14%	479	0	0.0%	Q2 2026	Aug 04, 2026
Tidemark, LLC	History	No change	2,450	896	0.2%	0.2%	480	0	0.0%	Q2 2026	Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	No change	2,438	892	0.03%	0.03%	481	0	0.0%	Q2 2026	Jul 22, 2026
Vision Retirement, LLC	History	No change	2,435	891	0.22%	0.22%	482	0	0.0%	Q2 2026	Jul 21, 2026
TWIN PEAKS WEALTH ADVISORS, LLC	History	No change	2,404	879	0.2%	0.2%	483	0	0.0%	Q2 2026	Aug 13, 2026
Stokes Family Office, LLC	History	No change	2,401	878	0.1%	0.1%	484	0	0.0%	Q2 2026	Aug 11, 2026
Howard Capital Management Group, LLC	History	No change	2,370	867	0.05%	0.05%	485	0	0.0%	Q2 2026	Jul 16, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	History	No change	2,359	863	0.11%	0.11%	486	0	0.0%	Q2 2026	Jul 24, 2026
LANARK FINANCIAL, INC.	History	No change	2,357	862	0.06%	0.06%	487	0	0.0%	Q2 2026	Jul 21, 2026
Nicholas Hoffman & Company, LLC.	History	No change	2,343	857	0.02%	0.02%	488	0	0.0%	Q2 2026	Aug 04, 2026
Confluence Wealth Services, Inc.	History	No change	2,342	856	0.02%	0.02%	489	0	0.0%	Q2 2026	Jul 22, 2026
Asset Management Group, Inc.	History	No change	2,302	842	0.12%	0.12%	490	0	0.0%	Q2 2026	Aug 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC	History	No change	2,301	841	0.02%	0.02%	491	0	0.0%	Q2 2026	Jul 17, 2026
Salomon & Ludwin, LLC	History	No change	2,258	826	0.07%	0.07%	492	0	0.0%	Q2 2026	Aug 07, 2026
Trademark Financial Management, LLC	History	No change	2,251	823	0.34%	0.34%	493	0	0.0%	Q2 2026	Jul 27, 2026
Trifecta Capital Advisors, LLC	History	No change	2,230	815	0.1%	0.1%	494	0	0.0%	Q2 2026	Aug 03, 2026
Shepherd Financial Partners LLC	History	No change	2,216	810	0.07%	0.07%	495	0	0.0%	Q2 2026	Aug 10, 2026
Flagship Private Wealth, LLC	History	No change	2,211	809	0.29%	0.29%	496	0	0.0%	Q2 2026	Aug 04, 2026
LAVELLE CAPITAL LP	History	No change	2,195	803	0.35%	0.35%	497	0	0.0%	Q2 2026	Jul 22, 2026
GOLDEN ROAD ADVISORS LLC	History	No change	2,180	797	0.39%	0.39%	498	0	0.0%	Q2 2026	Aug 07, 2026
LiftPoint Family Wealth Advisors LLC	History	No change	2,177	796	0.54%	0.54%	499	0	0.0%	Q2 2026	Aug 05, 2026
Tudor Financial Inc.	History	No change	2,175	795	0.36%	0.36%	500	0	0.0%	Q2 2026	Aug 10, 2026
Legacy Wealth Management, LLC / MS	History	No change	2,157	789	0.2%	0.2%	501	0	0.0%	Q2 2026	Jul 08, 2026
SHRIER WEALTH MANAGEMENT, LLC	History	No change	2,157	789	0.27%	0.27%	502	0	0.0%	Q2 2026	Jul 09, 2026
ELEVATION POINT WEALTH PARTNERS, LLC	History	No change	2,142	783	0.01%	0.01%	503	0	0.0%	Q2 2026	Aug 12, 2026
Portland Global Advisors LLC	History	No change	2,132	780	0.07%	0.07%	504	0	0.0%	Q2 2026	Aug 13, 2026
Modera Wealth Management, LLC	History	No change	2,131	779	0.01%	0.01%	505	0	0.0%	Q2 2026	Aug 03, 2026
LaSalle St. Investment Advisors, LLC	History	No change	2,118	774	0.09%	0.09%	506	0	0.0%	Q2 2026	Aug 11, 2026
Bawa N Mallick Trust	History	No change	2,099	767	0.25%	0.25%	507	0	0.0%	Q2 2026	Aug 14, 2026
Elm Partners Management LLC	History	No change	2,083	762	0.02%	0.02%	508	0	0.0%	Q2 2026	Oct 07, 2026
EHRLICH FINANCIAL GROUP	History	No change	2,076	759	0.39%	0.39%	509	0	0.0%	Q2 2026	Jul 09, 2026
Chemistry Wealth Management LLC	History	No change	2,058	752	0.12%	0.12%	510	0	0.0%	Q2 2026	Jul 09, 2026
Retirement Wealth Solutions LLC	History	Reduced	1,955	747	0.39%	0.42%	511	-122	-5.87%	Q3 2026	Oct 07, 2026
Wealthcare Advisory Partners LLC	History	No change	2,011	735	0.01%	0.01%	512	0	0.0%	Q2 2026	Jul 09, 2026
Curi Capital, LLC	History	No change	2,003	732	0.01%	0.01%	513	0	0.0%	Q2 2026	Aug 14, 2026
Paulson Wealth Management Inc.	History	No change	2,000	731	0.16%	0.16%	514	0	0.0%	Q2 2026	Aug 04, 2026
Interchange Capital Partners, LLC	History	No change	1,990	728	0.14%	0.14%	515	0	0.0%	Q2 2026	Jul 20, 2026
RFG Advisory, LLC	History	No change	1,985	726	0.01%	0.01%	516	0	0.0%	Q2 2026	Jul 15, 2026
Capital Square, LLC	History	No change	1,948	725	0.32%	0.32%	517	0	0.0%	Q2 2026	Aug 12, 2026
Aprio Wealth Management, LLC	History	No change	1,975	722	0.04%	0.04%	518	0	0.0%	Q2 2026	Jul 24, 2026
Modern Wealth Management, LLC	History	No change	1,967	719	0.01%	0.01%	519	0	0.0%	Q2 2026	Aug 13, 2026
Compound Planning, Inc.	History	No change	1,963	718	0.02%	0.02%	520	0	0.0%	Q2 2026	Aug 04, 2026
Neuberger Berman Group LLC	History	No change	1,944	711	0.0%	0.0%	521	0	0.0%	Q2 2026	Aug 13, 2026
Gimbal Financial	History	No change	1,943	711	0.44%	0.44%	522	0	0.0%	Q2 2026	Aug 04, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	History	No change	1,924	703	0.09%	0.09%	523	0	0.0%	Q2 2026	Aug 05, 2026
Baron Wealth Management LLC	History	No change	1,920	702	0.18%	0.18%	524	0	0.0%	Q2 2026	Jul 07, 2026
EQ LLC	History	No change	1,907	697	0.17%	0.17%	525	0	0.0%	Q2 2026	Jul 23, 2026
BRADLEY FOSTER & SARGENT INC/CT	History	No change	1,905	696	0.01%	0.01%	526	0	0.0%	Q2 2026	Aug 14, 2026
BENJAMIN EDWARDS INC	History	No change	1,903	696	0.01%	0.01%	527	0	0.0%	Q2 2026	Jul 24, 2026
ICONIQ Capital, LLC	History	No change	1,897	694	0.02%	0.02%	528	0	0.0%	Q2 2026	Aug 13, 2026
Ballast Rock Private Wealth LLC	History	No change	1,890	691	0.32%	0.32%	529	0	0.0%	Q2 2026	Aug 10, 2026
Innovative Asset Advisors Group, LLC	History	No change	1,880	687	0.3%	0.3%	530	0	0.0%	Q2 2026	Aug 05, 2026
PFG Advisors	History	No change	1,865	682	0.03%	0.03%	531	0	0.0%	Q2 2026	Jul 16, 2026
BLB&B Advisors, LLC	History	No change	1,852	677	0.02%	0.02%	532	0	0.0%	Q2 2026	Aug 05, 2026
AdvisorNet Financial, Inc	History	No change	1,853	677	0.03%	0.03%	533	0	0.0%	Q2 2026	Jul 23, 2026
SmartHarvest Portfolios, LLC	History	No change	1,833	670	0.22%	0.22%	534	0	0.0%	Q2 2026	Aug 04, 2026
Glenview Trust Co	History	No change	1,831	669	0.01%	0.01%	535	0	0.0%	Q2 2026	Aug 18, 2026
Financial Engines Advisors L.L.C.	History	No change	1,826	668	0.0%	0.0%	536	0	0.0%	Q2 2026	Aug 14, 2026
DKM Wealth Management, Inc.	History	No change	1,827	668	0.44%	0.44%	537	0	0.0%	Q2 2026	Jul 30, 2026
Evolution Wealth Advisors, LLC	History	No change	1,824	667	0.08%	0.08%	538	0	0.0%	Q2 2026	Jul 29, 2026
PCM Encore, LLC	History	No change	1,808	661	0.12%	0.12%	539	0	0.0%	Q2 2026	Aug 11, 2026
BCGM Wealth Management, LLC	History	No change	1,803	659	0.14%	0.14%	540	0	0.0%	Q2 2026	Aug 04, 2026
CX Institutional	History	Reduced	1,712	654	0.02%	0.02%	541	-315	-15.54%	Q3 2026	Oct 02, 2026
BURKE & HERBERT BANK & TRUST CO	History	No change	1,775	649	0.16%	0.16%	542	0	0.0%	Q2 2026	Aug 07, 2026
Americana Partners, LLC	History	No change	1,771	647	0.01%	0.01%	543	0	0.0%	Q2 2026	Aug 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC	History	No change	1,767	646	0.03%	0.03%	544	0	0.0%	Q2 2026	Aug 11, 2026
BECKER CAPITAL MANAGEMENT INC	History	No change	1,765	645	0.02%	0.02%	545	0	0.0%	Q2 2026	Jul 31, 2026
NORTHLAND SECURITIES, INC.	History	No change	1,761	644	0.38%	0.38%	546	0	0.0%	Q2 2026	Aug 04, 2026
Venture Visionary Partners LLC	History	No change	1,687	644	0.02%	0.02%	547	0	0.0%	Q3 2026	Oct 07, 2026
USA FINANCIAL FORMULAS	History	No change	1,751	640	0.12%	0.12%	548	0	0.0%	Q2 2026	Aug 04, 2026
Sageworth Trust Co	History	No change	1,748	639	0.03%	0.03%	549	0	0.0%	Q2 2026	Jul 28, 2026
Weaver Consulting Group	History	Reduced	1,669	637	0.12%	0.13%	550	-30	-1.77%	Q3 2026	Oct 07, 2026
SkyOak Wealth, LLC	History	No change	1,734	634	0.1%	0.1%	551	0	0.0%	Q2 2026	Jul 30, 2026
Vident Advisory, LLC	History	No change	1,730	632	0.0%	0.0%	552	0	0.0%	Q2 2026	Aug 12, 2026
Integrity Advisory Solutions, LLC	History	No change	1,727	631	0.06%	0.06%	553	0	0.0%	Q2 2026	Jul 31, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS	History	No change	1,723	630	0.06%	0.06%	554	0	0.0%	Q2 2026	Jul 22, 2026
Aspen Investment Management Inc	History	No change	1,712	626	0.17%	0.17%	555	0	0.0%	Q2 2026	Jul 17, 2026
RCS Financial Planning, LLC	History	No change	1,709	625	0.3%	0.3%	556	0	0.0%	Q2 2026	Jul 22, 2026
MITCHELL SINKLER & STARR/PA	History	No change	1,698	621	0.26%	0.26%	557	0	0.0%	Q2 2026	Jul 21, 2026
Beacon Bridge Wealth Partners, LLC	History	No change	1,699	621	0.18%	0.18%	558	0	0.0%	Q2 2026	Aug 05, 2026
DUDLEY CAPITAL MANAGEMENT, LLC	History	No change	1,685	616	0.25%	0.25%	559	0	0.0%	Q2 2026	Jul 27, 2026
QUANTIFY CHAOS ADVISORS, LLC	History	No change	1,659	606	1.71%	1.71%	560	0	0.0%	Q2 2026	Jul 30, 2026
HUB Investment Partners, LLC	History	No change	1,647	602	0.01%	0.01%	561	0	0.0%	Q2 2026	Jul 31, 2026
United Asset Strategies, Inc.	History	No change	1,643	601	0.04%	0.04%	562	0	0.0%	Q2 2026	Jul 13, 2026
Kohmann Bosshard Financial Services, LLC	History	No change	1,645	601	0.05%	0.05%	563	0	0.0%	Q2 2026	Jul 14, 2026
Willis Investment Counsel	History	No change	1,627	595	0.03%	0.03%	564	0	0.0%	Q2 2026	Aug 03, 2026
High Probability Advisors, LLC	History	No change	1,610	589	0.06%	0.06%	565	0	0.0%	Q2 2026	Jul 13, 2026
INTEGRITY ALLIANCE, LLC.	History	No change	1,604	586	0.02%	0.02%	566	0	0.0%	Q2 2026	Jul 31, 2026
Koshinski Asset Management, Inc.	History	No change	1,594	583	0.03%	0.03%	567	0	0.0%	Q2 2026	Jul 27, 2026
Brookstone Capital Management	History	No change	1,581	578	0.01%	0.01%	568	0	0.0%	Q2 2026	Jul 15, 2026
Perennial Investment Advisors, LLC	History	No change	1,577	577	0.04%	0.04%	569	0	0.0%	Q2 2026	Aug 14, 2026
OFS Enterprise LLC	History	No change	1,572	575	0.15%	0.15%	570	0	0.0%	Q2 2026	Jul 08, 2026
Comprehensive Financial Consultants Institutional, Inc.	History	No change	1,549	566	0.15%	0.15%	571	0	0.0%	Q2 2026	Jul 15, 2026
Old Port Advisors	History	No change	1,530	559	0.11%	0.11%	572	0	0.0%	Q2 2026	Jul 21, 2026
Avantra Family Wealth, Inc.	History	No change	1,525	557	0.36%	0.36%	573	0	0.0%	Q2 2026	Jul 29, 2026
Gambit Capital Management, LLC	History	No change	1,507	551	0.32%	0.32%	574	0	0.0%	Q2 2026	Aug 11, 2026
LongView Wealth Management	History	No change	1,498	548	0.14%	0.14%	575	0	0.0%	Q2 2026	Jul 17, 2026
Portland Financial Advisors Inc	History	No change	1,496	547	1.0%	1.0%	576	0	0.0%	Q2 2026	Aug 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	No change	1,670	545	0.01%	0.01%	577	0	0.0%	Q2 2026	Aug 06, 2026
King Wealth Management Group	History	No change	1,482	542	0.06%	0.06%	578	0	0.0%	Q2 2026	Aug 05, 2026
Abacus Wealth Partners, LLC	History	No change	1,472	538	0.06%	0.06%	579	0	0.0%	Q2 2026	Jul 22, 2026
HighMark Wealth Management LLC	History	No change	1,465	535	0.18%	0.18%	580	0	0.0%	Q2 2026	Aug 12, 2026
IFG Advisory, LLC	History	No change	1,462	534	0.02%	0.02%	581	0	0.0%	Q2 2026	Aug 13, 2026
MA Private Wealth	History	No change	1,450	530	0.08%	0.08%	582	0	0.0%	Q2 2026	Jul 28, 2026
Graves Light Lenhart Wealth, Inc.	History	No change	1,443	527	0.05%	0.05%	583	0	0.0%	Q2 2026	Jul 07, 2026
SILVER OAK SECURITIES, INCORPORATED	History	No change	1,438	526	0.03%	0.03%	584	0	0.0%	Q2 2026	Aug 07, 2026
GOULD ASSET MANAGEMENT LLC /CA/	History	No change	1,440	526	0.08%	0.08%	585	0	0.0%	Q2 2026	Aug 06, 2026
Envestnet Portfolio Solutions, Inc.	History	No change	1,438	526	0.0%	0.0%	586	0	0.0%	Q2 2026	Sep 23, 2026
Capital Investment Advisors, LLC	History	No change	1,438	525	0.01%	0.01%	587	0	0.0%	Q2 2026	Aug 06, 2026
ASL Financial, LLC	History	No change	1,419	519	0.37%	0.37%	588	0	0.0%	Q2 2026	Jul 21, 2026
CALTON & ASSOCIATES, INC.	History	No change	1,415	517	0.08%	0.08%	589	0	0.0%	Q2 2026	Aug 10, 2026
Integrated Advisors Network LLC	History	No change	1,412	516	0.02%	0.02%	590	0	0.0%	Q2 2026	Aug 11, 2026
PFG Investments, LLC	History	No change	1,412	516	0.02%	0.02%	591	0	0.0%	Q2 2026	Jul 23, 2026
BostonPremier Wealth LLC	History	No change	1,413	516	0.22%	0.22%	592	0	0.0%	Q2 2026	Jul 24, 2026
Talisman Wealth Advisors LLC	History	No change	1,397	511	0.38%	0.38%	593	0	0.0%	Q2 2026	Aug 14, 2026
Waldron Private Wealth LLC	History	No change	1,394	510	0.02%	0.02%	594	0	0.0%	Q2 2026	Jul 20, 2026
NATURAL INVESTMENTS, LLC	History	No change	1,381	505	0.11%	0.11%	595	0	0.0%	Q2 2026	Jul 31, 2026
Sonoma Allocations LLC	History	No change	1,377	505	0.16%	0.16%	596	0	0.0%	Q2 2026	Jul 08, 2026
TRANSCEND CAPITAL ADVISORS, LLC	History	No change	1,350	493	0.03%	0.03%	597	0	0.0%	Q2 2026	Aug 04, 2026
RESOLUTE WEALTH ADVISOR, INC.	History	No change	1,542	490	0.28%	0.28%	598	0	0.0%	Q2 2026	Aug 19, 2026
Yukon Wealth Management, Inc.	History	No change	1,340	490	0.14%	0.14%	599	0	0.0%	Q2 2026	Aug 14, 2026
Waterway Wealth Management, LLC	History	No change	1,336	488	0.1%	0.1%	600	0	0.0%	Q2 2026	Jul 13, 2026
NICOLET BANKSHARES INC	History	No change	1,316	486	0.02%	0.02%	601	0	0.0%	Q2 2026	Aug 11, 2026
SPINNAKER TRUST	History	No change	1,324	484	0.02%	0.02%	602	0	0.0%	Q2 2026	Aug 03, 2026
Michels Family Financial, LLC	History	No change	1,325	484	0.31%	0.31%	603	0	0.0%	Q2 2026	Aug 14, 2026
ADE, LLC	History	No change	1,320	483	0.2%	0.2%	604	0	0.0%	Q2 2026	Aug 04, 2026
Maia Wealth LLC	History	No change	1,320	482	0.07%	0.07%	605	0	0.0%	Q2 2026	Jul 28, 2026
TOMPKINS FINANCIAL CORP	History	No change	1,258	480	0.03%	0.03%	606	0	0.0%	Q3 2026	Oct 05, 2026
Vanguard Personalized Indexing Management, LLC	History	No change	1,313	480	0.0%	0.0%	607	0	0.0%	Q2 2026	Aug 11, 2026
Sound Portfolio Advisors, LLC	History	No change	1,308	478	0.34%	0.34%	608	0	0.0%	Q2 2026	Aug 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	No change	1,302	476	0.02%	0.02%	609	0	0.0%	Q2 2026	Jul 23, 2026
Bricktown Capital, LLC	History	No change	1,294	473	0.09%	0.09%	610	0	0.0%	Q2 2026	Jul 15, 2026
KING LUTHER CAPITAL MANAGEMENT CORP	History	No change	1,290	471	0.0%	0.0%	611	0	0.0%	Q2 2026	Aug 10, 2026
Johnson Financial Group, Inc.	History	No change	1,288	471	0.02%	0.02%	612	0	0.0%	Q2 2026	Aug 10, 2026
Focused Wealth Management, Inc	History	No change	1,289	471	0.04%	0.04%	613	0	0.0%	Q2 2026	Aug 06, 2026
HILLTOP WEALTH ADVISORS, LLC	History	No change	1,288	471	0.23%	0.23%	614	0	0.0%	Q2 2026	Aug 13, 2026
Capital Wealth Alliance, LLC	History	No change	1,284	469	0.22%	0.22%	615	0	0.0%	Q2 2026	Jul 31, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC.	History	No change	1,281	468	0.03%	0.03%	616	0	0.0%	Q2 2026	Jul 29, 2026
SIMON QUICK ADVISORS, LLC	History	No change	1,278	467	0.02%	0.02%	617	0	0.0%	Q2 2026	Jul 28, 2026
Madson Wealth Advisors Inc	History	No change	1,279	467	0.32%	0.32%	618	0	0.0%	Q2 2026	Jul 21, 2026
Balance Wealth Partners LLC	History	No change	1,269	464	0.12%	0.12%	619	0	0.0%	Q2 2026	Jul 21, 2026
Betterment LLC	History	No change	1,238	453	0.0%	0.0%	620	0	0.0%	Q2 2026	Aug 14, 2026
PAX Financial Group, LLC	History	No change	1,234	451	0.07%	0.07%	621	0	0.0%	Q2 2026	Aug 05, 2026
Keystone Financial Services	History	No change	1,234	451	0.12%	0.12%	622	0	0.0%	Q2 2026	Aug 05, 2026
Seneca House Advisors	History	No change	1,226	448	0.16%	0.16%	623	0	0.0%	Q2 2026	Jul 31, 2026
Frank, Rimerman Advisors LLC	History	No change	1,226	448	0.03%	0.03%	624	0	0.0%	Q2 2026	Jul 27, 2026
ROMANO BROTHERS AND COMPANY	History	No change	1,215	444	0.04%	0.04%	625	0	0.0%	Q2 2026	Jul 21, 2026
Gilbert Capital Group, Inc.	History	No change	1,214	444	0.31%	0.31%	626	0	0.0%	Q2 2026	Jul 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC	History	No change	1,212	443	0.02%	0.02%	627	0	0.0%	Q2 2026	Jul 21, 2026
Schneider Downs Wealth Management Advisors, LP	History	No change	1,211	443	0.04%	0.04%	628	0	0.0%	Q2 2026	Aug 05, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	1,204	440	0.01%	0.01%	629	0	0.0%	Q2 2026	Jul 17, 2026
Leith Wheeler Investment Counsel Ltd.	History	No change	1,200	439	0.03%	0.03%	630	0	0.0%	Q2 2026	Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	1,194	436	0.0%	0.0%	631	0	0.0%	Q2 2026	Aug 13, 2026
NORTHSTAR ASSET MANAGEMENT INC	History	No change	1,194	436	0.13%	0.13%	632	0	0.0%	Q2 2026	Jul 28, 2026
New England Private Wealth Advisors LLC	History	No change	1,203	436	0.04%	0.04%	633	0	0.0%	Q2 2026	Aug 04, 2026
Milestone Asset Management Group, LLC	History	No change	1,182	432	0.22%	0.22%	634	0	0.0%	Q2 2026	Jul 30, 2026
Midwest Trust Co	History	No change	1,181	432	0.0%	0.0%	635	0	0.0%	Q2 2026	Aug 04, 2026
Avidian Wealth Enterprises, LLC	History	No change	1,180	431	0.01%	0.01%	636	0	0.0%	Q2 2026	Jul 24, 2026
PUREfi Wealth, LLC	History	No change	1,177	430	0.24%	0.24%	637	0	0.0%	Q2 2026	Jul 27, 2026
GREENLEAF TRUST	History	No change	1,173	429	0.0%	0.0%	638	0	0.0%	Q2 2026	Jul 21, 2026
AFT, FORSYTH & COMPANY, INC.	History	No change	1,175	429	0.21%	0.21%	639	0	0.0%	Q2 2026	Aug 14, 2026
Gutierrez Wealth Advisory, LLC	History	No change	1,173	429	0.25%	0.25%	640	0	0.0%	Q2 2026	Aug 03, 2026
High Note Wealth, LLC	History	No change	1,166	426	0.07%	0.07%	641	0	0.0%	Q2 2026	Jul 23, 2026
Stegner Investment Associates Inc.	History	No change	1,161	424	0.2%	0.2%	642	0	0.0%	Q2 2026	Jul 24, 2026
Magnus Financial Group LLC	History	No change	1,155	422	0.03%	0.03%	643	0	0.0%	Q2 2026	Jul 09, 2026
Signal Advisors Wealth, LLC	History	No change	1,143	418	0.02%	0.02%	644	0	0.0%	Q2 2026	Aug 04, 2026
Avior Wealth Management, LLC	History	No change	1,135	415	0.01%	0.01%	645	0	0.0%	Q2 2026	Jul 07, 2026
Valeo Financial Advisors, LLC	History	No change	1,125	411	0.01%	0.01%	646	0	0.0%	Q2 2026	Jul 08, 2026
Ballentine Partners, LLC	History	No change	1,110	406	0.0%	0.0%	647	0	0.0%	Q2 2026	Jul 17, 2026
Cannell & Spears LLC	History	No change	1,112	406	0.01%	0.01%	648	0	0.0%	Q2 2026	Aug 11, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC	History	No change	1,111	406	0.06%	0.06%	649	0	0.0%	Q2 2026	Aug 11, 2026
BOS Asset Management, LLC	History	No change	1,107	405	0.09%	0.09%	650	0	0.0%	Q2 2026	Jul 13, 2026
CENTAURUS FINANCIAL, INC.	History	No change	1,102	403	0.02%	0.02%	651	0	0.0%	Q2 2026	Aug 17, 2026
TRUST CO OF VERMONT	History	No change	1,102	403	0.02%	0.02%	652	0	0.0%	Q2 2026	Aug 07, 2026
Advance Capital Management, Inc.	History	No change	1,095	400	0.01%	0.01%	653	0	0.0%	Q2 2026	Aug 12, 2026
Badgley Phelps Wealth Managers, LLC	History	No change	1,096	400	0.01%	0.01%	654	0	0.0%	Q2 2026	Jul 31, 2026
Evelyn Partners Group Ltd	History	No change	2,926	400	0.0%	0.0%	655	0	0.0%	Q2 2026	Aug 07, 2026
Cherry Tree Wealth Management, LLC	History	No change	1,084	396	0.07%	0.07%	656	0	0.0%	Q2 2026	Sep 15, 2026
Schaeffer Financial LLC	History	No change	1,078	394	0.3%	0.3%	657	0	0.0%	Q2 2026	Aug 03, 2026
Elevated Capital Advisors, LLC	History	No change	1,074	392	0.11%	0.11%	658	0	0.0%	Q2 2026	Aug 03, 2026
TCV Trust & Wealth Management, Inc.	History	No change	1,066	390	0.03%	0.03%	659	0	0.0%	Q2 2026	Jul 24, 2026
World Investment Advisors	History	No change	1,212	390	0.01%	0.01%	660	0	0.0%	Q2 2026	Aug 13, 2026
Optas, LLC	History	No change	1,066	390	0.05%	0.05%	661	0	0.0%	Q2 2026	Jul 21, 2026
HBK Sorce Advisory LLC	History	No change	1,024	389	0.01%	0.01%	662	0	0.0%	Q2 2026	Aug 06, 2026
MARCO INVESTMENT MANAGEMENT LLC	History	No change	1,050	384	0.03%	0.03%	663	0	0.0%	Q2 2026	Aug 03, 2026
WESTCO ADVISORY SERVICES INC /ADV	History	No change	1,048	383	0.23%	0.23%	664	0	0.0%	Q2 2026	Jul 28, 2026
Asset Dedication, LLC	History	No change	1,048	383	0.02%	0.02%	665	0	0.0%	Q2 2026	Jul 30, 2026
HOURGLASS CAPITAL, LLC	History	No change	1,042	381	0.07%	0.07%	666	0	0.0%	Q2 2026	Jul 30, 2026
EARNED WEALTH ADVISORS, LLC	History	No change	1,042	381	0.02%	0.02%	667	0	0.0%	Q2 2026	Aug 14, 2026
Fairvoy Private Wealth, LLC	History	No change	1,043	381	0.08%	0.08%	668	0	0.0%	Q2 2026	Jul 17, 2026
FIRST HORIZON CORP	History	No change	1,038	379	0.01%	0.01%	669	0	0.0%	Q2 2026	Jul 20, 2026
WHITTIER TRUST CO	History	No change	1,024	378	0.0%	0.0%	670	0	0.0%	Q2 2026	Jul 27, 2026
Asset One Wealth Management LLC	History	No change	1,011	378	0.04%	0.04%	671	0	0.0%	Q2 2026	Aug 13, 2026
Alta Wealth Advisors LLC	History	No change	1,033	377	0.1%	0.1%	672	0	0.0%	Q2 2026	Jul 30, 2026
Dorato Capital Management	History	No change	1,012	376	0.25%	0.25%	673	0	0.0%	Q2 2026	Jul 13, 2026
CITIGROUP INC	History	No change	1,024	374	0.0%	0.0%	674	0	0.0%	Q2 2026	Aug 03, 2026
Haven Private, LLC	History	No change	1,024	374	0.14%	0.14%	675	0	0.0%	Q2 2026	Jul 28, 2026
TENET WEALTH PARTNERS, LLC	History	No change	1,025	372	0.28%	0.28%	676	0	0.0%	Q2 2026	Aug 07, 2026
Cambridge Financial Group, LLC	History	No change	1,012	370	0.12%	0.12%	677	0	0.0%	Q3 2026	Oct 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	1,011	369	0.0%	0.0%	678	0	0.0%	Q2 2026	Jul 24, 2026
Ascent Wealth Partners, LLC	History	No change	1,006	368	0.04%	0.04%	679	0	0.0%	Q2 2026	Jul 31, 2026
Braun-Bostich & Associates Inc.	History	No change	1,004	367	0.2%	0.2%	680	0	0.0%	Q2 2026	Jul 24, 2026
Chatterton & Associates Inc.	History	No change	991	366	0.22%	0.22%	681	0	0.0%	Q2 2026	Jul 14, 2026
Ullmann Wealth Partners Group, LLC	History	No change	1,000	365	0.03%	0.03%	682	0	0.0%	Q2 2026	Aug 10, 2026
Werba Rubin Papier Wealth Management	History	No change	999	365	0.04%	0.04%	683	0	0.0%	Q2 2026	Jul 27, 2026
LYELL WEALTH MANAGEMENT, LP	History	No change	996	364	0.02%	0.02%	684	0	0.0%	Q2 2026	Aug 05, 2026
Sequent Asset Management, LLC	History	No change	989	361	0.15%	0.15%	685	0	0.0%	Q2 2026	Jul 21, 2026
SMITH CHAS P & ASSOCIATES PA CPAS	History	No change	980	358	0.02%	0.02%	686	0	0.0%	Q2 2026	Sep 11, 2026
CIBC WORLD MARKET INC.	History	No change	979	358	0.0%	0.0%	687	0	0.0%	Q2 2026	Aug 13, 2026
Aaron Wealth Advisors LLC	History	No change	981	358	0.02%	0.02%	688	0	0.0%	Q2 2026	Jul 16, 2026
Bison Wealth, LLC	History	No change	970	358	0.03%	0.03%	689	0	0.0%	Q2 2026	Jul 07, 2026
Serenity Investment Advisors	History	No change	951	358	0.15%	0.15%	690	0	0.0%	Q2 2026	Aug 24, 2026
MELFA WEALTH MANAGEMENT, INC.	History	No change	975	356	0.19%	0.19%	691	0	0.0%	Q2 2026	Jul 24, 2026
Integrity Investment Advisors, LLC	History	No change	974	356	0.15%	0.15%	692	0	0.0%	Q2 2026	Jul 21, 2026
Simplicity Wealth,LLC	History	No change	967	353	0.01%	0.01%	693	0	0.0%	Q2 2026	Aug 06, 2026
CLG LLC	History	No change	964	352	0.08%	0.08%	694	0	0.0%	Q2 2026	Jul 16, 2026
First Citizens Financial Corp	History	Reduced	920	351	0.15%	0.14%	695	-21	-2.23%	Q3 2026	Oct 02, 2026
BIP Wealth, LLC	History	No change	954	349	0.01%	0.01%	696	0	0.0%	Q2 2026	Aug 03, 2026
Tyche Wealth Partners LLC	History	No change	956	349	0.05%	0.05%	697	0	0.0%	Q2 2026	Aug 06, 2026
HANOVER ADVISORS INC	History	No change	950	347	0.12%	0.12%	698	0	0.0%	Q2 2026	Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	No change	943	345	0.01%	0.01%	699	0	0.0%	Q2 2026	Jul 14, 2026
DecisionMap Wealth Management, LLC	History	No change	944	345	0.19%	0.19%	700	0	0.0%	Q2 2026	Jul 21, 2026
FLC Capital Advisors	History	No change	936	342	0.06%	0.06%	701	0	0.0%	Q2 2026	Jul 20, 2026
JB Capital LLC	History	No change	928	339	0.01%	0.01%	702	0	0.0%	Q2 2026	Jul 29, 2026
Freedom Investment Management, Inc.	History	No change	926	338	0.09%	0.09%	703	0	0.0%	Q2 2026	Aug 10, 2026
Welch Group, LLC	History	No change	920	336	0.01%	0.01%	704	0	0.0%	Q2 2026	Jul 23, 2026
Elevated Financial Group LLC	History	No change	920	336	0.09%	0.09%	705	0	0.0%	Q2 2026	Jul 22, 2026
Capital Squared Financial LLC	History	No change	916	335	0.22%	0.22%	706	0	0.0%	Q2 2026	Jul 21, 2026
FIRST MERCHANTS CORP	History	No change	915	334	0.01%	0.01%	707	0	0.0%	Q2 2026	Jul 15, 2026
Soltis Investment Advisors LLC	History	No change	913	334	0.02%	0.02%	708	0	0.0%	Q2 2026	Jul 31, 2026
Traynor Capital Management, Inc.	History	No change	912	333	0.02%	0.02%	709	0	0.0%	Q2 2026	Jul 22, 2026
Oliver Luxxe Assets LLC	History	No change	910	332	0.05%	0.05%	710	0	0.0%	Q2 2026	Jul 09, 2026
Balefire, LLC	History	No change	13,021	331	0.05%	0.05%	711	0	0.0%	Q2 2026	Jul 07, 2026
Wealth Architects, LLC	History	No change	900	329	0.03%	0.03%	712	0	0.0%	Q2 2026	Jul 23, 2026
Payne Capital Management, LLC	History	No change	900	329	0.09%	0.09%	713	0	0.0%	Q2 2026	Aug 14, 2026
Garde Capital, Inc.	History	No change	896	327	0.01%	0.01%	714	0	0.0%	Q2 2026	Jul 31, 2026
Crewe Advisors LLC	History	No change	896	327	0.02%	0.02%	715	0	0.0%	Q2 2026	Jul 23, 2026
Clare Market Investments LLC	History	No change	895	327	0.06%	0.06%	716	0	0.0%	Q2 2026	Jul 27, 2026
GreatBanc Trust CO	History	No change	893	326	0.2%	0.2%	717	0	0.0%	Q2 2026	Jul 29, 2026
Tennessee Valley Asset Management Partners	History	No change	888	324	0.04%	0.04%	718	0	0.0%	Q2 2026	Aug 10, 2026
KPP Advisory Services LLC	History	No change	886	324	0.04%	0.04%	719	0	0.0%	Q2 2026	Jul 24, 2026
Global Wealth Management, LLC	History	No change	887	324	0.16%	0.16%	720	0	0.0%	Q2 2026	Jul 20, 2026
Almanack Investment Partners, LLC.	History	No change	883	323	0.04%	0.04%	721	0	0.0%	Q2 2026	Jul 30, 2026
Arjuna Capital	History	No change	880	321	0.07%	0.07%	722	0	0.0%	Q2 2026	Aug 14, 2026
1900 WEALTH MANAGEMENT LLC	History	No change	875	320	0.02%	0.02%	723	0	0.0%	Q2 2026	Aug 04, 2026
Chesley Taft & Associates LLC	History	No change	871	318	0.01%	0.01%	724	0	0.0%	Q2 2026	Jul 08, 2026
MCF Advisors LLC	History	No change	864	316	0.01%	0.01%	725	0	0.0%	Q2 2026	Aug 12, 2026
Essex Bank	History	No change	866	316	0.07%	0.07%	726	0	0.0%	Q2 2026	Jul 23, 2026
Game Plan Financial Advisors, LLC	History	No change	862	315	0.12%	0.12%	727	0	0.0%	Q2 2026	Aug 07, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC	History	No change	857	313	0.08%	0.08%	728	0	0.0%	Q2 2026	Jul 27, 2026
Heritage Wealth Management, Inc. /CA/	History	No change	856	313	0.12%	0.12%	729	0	0.0%	Q2 2026	Jul 22, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	855	312	0.01%	0.01%	730	0	0.0%	Q2 2026	Jul 28, 2026
ENZI WEALTH	History	No change	834	309	0.1%	0.1%	731	0	0.0%	Q2 2026	Jul 15, 2026
Russell Investments Group, Ltd.	History	No change	826	302	0.0%	0.0%	732	0	0.0%	Q2 2026	Aug 06, 2026
R2 Capital Strategies, LLC	History	No change	828	302	0.14%	0.14%	733	0	0.0%	Q2 2026	Jul 23, 2026
SBI Securities Co., Ltd.	History	No change	824	301	0.01%	0.01%	734	0	0.0%	Q2 2026	Jul 22, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	No change	815	298	0.01%	0.01%	735	0	0.0%	Q2 2026	Jul 21, 2026
Abound Wealth Management	History	No change	813	297	0.06%	0.06%	736	0	0.0%	Q2 2026	Jul 10, 2026
ForthRight Wealth Management, LLC	History	No change	804	294	0.08%	0.08%	737	0	0.0%	Q2 2026	Aug 07, 2026
Gotham Asset Management, LLC	History	No change	802	293	0.0%	0.0%	738	0	0.0%	Q2 2026	Aug 14, 2026
WBH ADVISORY INC	History	No change	794	290	0.02%	0.02%	739	0	0.0%	Q2 2026	Aug 05, 2026
Main Street Financial Solutions, LLC	History	No change	790	289	0.02%	0.02%	740	0	0.0%	Q2 2026	Aug 07, 2026
Ameliora Wealth Management Ltd.	History	No change	792	289	0.09%	0.09%	741	0	0.0%	Q2 2026	Jul 24, 2026
McGuire Investment Group, LLC	History	No change	789	288	0.03%	0.03%	742	0	0.0%	Q2 2026	Jul 27, 2026
WealthCollab, LLC	History	No change	787	287	0.1%	0.1%	743	0	0.0%	Q2 2026	Aug 10, 2026
Essex Financial Services, Inc.	History	No change	780	285	0.01%	0.01%	744	0	0.0%	Q2 2026	Aug 10, 2026
Capital Investment Advisory Services, LLC	History	No change	781	285	0.02%	0.02%	745	0	0.0%	Q2 2026	Jul 23, 2026
SteelPeak Wealth, LLC	History	No change	779	285	0.01%	0.01%	746	0	0.0%	Q2 2026	Jul 13, 2026
Edgestream Partners, L.P.	History	No change	769	281	0.01%	0.01%	747	0	0.0%	Q2 2026	Aug 11, 2026
Mascagni Wealth Management, Inc.	History	No change	770	281	0.17%	0.17%	748	0	0.0%	Q2 2026	Jul 31, 2026
Indivisible Partners	History	No change	769	281	0.02%	0.02%	749	0	0.0%	Q2 2026	Aug 04, 2026
Pictet North America Advisors SA	History	No change	765	279	0.02%	0.02%	750	0	0.0%	Q2 2026	Jul 24, 2026
SHAKER INVESTMENTS LLC/OH	History	No change	761	278	0.1%	0.1%	751	0	0.0%	Q2 2026	Jul 15, 2026
ALTERNA WEALTH MANAGEMENT, INC	History	No change	757	276	0.16%	0.16%	752	0	0.0%	Q2 2026	Jul 15, 2026
American Financial Advisors, LLC	History	No change	757	276	0.03%	0.03%	753	0	0.0%	Q2 2026	Jul 14, 2026
Arlington Trust Co LLC	History	No change	750	274	0.02%	0.02%	754	0	0.0%	Q2 2026	Jul 07, 2026
Junk Investment Group, LLC	History	No change	750	274	0.12%	0.12%	755	0	0.0%	Q2 2026	Jul 29, 2026
Atlantic Union Bankshares Corp	History	No change	747	273	0.0%	0.0%	756	0	0.0%	Q2 2026	Aug 11, 2026
Birchcreek Wealth Management, LLC	History	No change	748	273	0.11%	0.11%	757	0	0.0%	Q2 2026	Aug 06, 2026
GTS FINANCIAL, LLC	History	No change	895	272	0.2%	0.2%	758	0	0.0%	Q2 2026	Aug 14, 2026
DUNCKER STREETT & CO INC	History	No change	738	270	0.05%	0.05%	759	0	0.0%	Q2 2026	Jul 28, 2026
MCMORGAN & CO LLC	History	No change	740	270	0.04%	0.04%	760	0	0.0%	Q2 2026	Aug 13, 2026
MBA Advisors LLC	History	No change	11,920	270	0.09%	0.09%	761	0	0.0%	Q2 2026	Jul 28, 2026
Performance Wealth Partners, LLC	History	No change	738	270	0.01%	0.01%	762	0	0.0%	Q2 2026	Aug 07, 2026
TCP Asset Management, LLC	History	No change	740	270	0.03%	0.03%	763	0	0.0%	Q2 2026	Jul 15, 2026
Crescent Grove Advisors, LLC	History	No change	734	268	0.02%	0.02%	764	0	0.0%	Q2 2026	Aug 10, 2026
FIRST FOUNDATION ADVISORS	History	No change	730	267	0.01%	0.01%	765	0	0.0%	Q2 2026	Aug 14, 2026
J. Safra Sarasin Holding AG	History	No change	727	266	0.0%	0.0%	766	0	0.0%	Q2 2026	Jul 31, 2026
Pettinga Financial Advisors LLC	History	No change	727	265	0.04%	0.04%	767	0	0.0%	Q2 2026	Jul 09, 2026
Stratos Wealth Advisors, LLC	History	No change	725	265	0.01%	0.01%	768	0	0.0%	Q2 2026	Aug 11, 2026
Chicago Capital, LLC	History	No change	722	264	0.01%	0.01%	769	0	0.0%	Q2 2026	Jul 27, 2026
HARBOUR INVESTMENTS, INC.	History	No change	720	263	0.0%	0.0%	770	0	0.0%	Q2 2026	Aug 12, 2026
Wilmington Savings Fund Society, FSB	History	No change	721	263	0.01%	0.01%	771	0	0.0%	Q2 2026	Jul 28, 2026
Ethos Financial Group, LLC	History	No change	719	263	0.02%	0.02%	772	0	0.0%	Q2 2026	Aug 07, 2026
DDD Partners, LLC	History	No change	714	261	0.02%	0.02%	773	0	0.0%	Q2 2026	Aug 05, 2026
SOUTHERN MICHIGAN BANK & TRUST	History	No change	707	258	0.09%	0.09%	774	0	0.0%	Q2 2026	Jul 21, 2026
BARCLAYS PLC	History	No change	700	256	0.0%	0.0%	775	0	0.0%	Q2 2026	Aug 14, 2026
THOMAS STORY & SON LLC	History	No change	700	256	0.09%	0.09%	776	0	0.0%	Q2 2026	Jul 22, 2026
Y-Intercept (Hong Kong) Ltd	History	No change	702	256	0.01%	0.01%	777	0	0.0%	Q2 2026	Jul 13, 2026
FOSTER & MOTLEY INC	History	No change	696	255	0.01%	0.01%	778	0	0.0%	Q2 2026	Aug 07, 2026
SevenBridge Financial Group, LLC	History	No change	667	255	0.04%	0.04%	779	0	0.0%	Q2 2026	Aug 12, 2026
Cypress Capital Group	History	No change	695	254	0.02%	0.02%	780	0	0.0%	Q2 2026	Aug 05, 2026
LBMC INVESTMENT ADVISORS, LLC	History	No change	697	254	0.01%	0.01%	781	0	0.0%	Q2 2026	Aug 10, 2026
Strategic Investment Solutions, Inc. /IL	History	No change	694	254	0.06%	0.06%	782	0	0.0%	Q2 2026	Jul 08, 2026
TritonPoint Partners, LLC	History	No change	696	254	0.02%	0.02%	783	0	0.0%	Q2 2026	Aug 13, 2026
CARLSON FINANCIAL, INC.	History	No change	695	254	0.13%	0.13%	784	0	0.0%	Q2 2026	Aug 24, 2026
Grant Street Asset Management, Inc.	History	No change	692	253	0.04%	0.04%	785	0	0.0%	Q2 2026	Aug 05, 2026
Valmark Advisers, Inc.	History	No change	691	252	0.0%	0.0%	786	0	0.0%	Q2 2026	Aug 06, 2026
Hubbell Strickland Wealth Management, LLC	History	No change	688	251	0.09%	0.09%	787	0	0.0%	Q2 2026	Jul 29, 2026
Relyea Zuckerberg Hanson LLC	History	No change	687	251	0.02%	0.02%	788	0	0.0%	Q2 2026	Jul 16, 2026
WNY Asset Management, LLC	History	No change	686	250	0.02%	0.02%	789	0	0.0%	Q2 2026	Aug 17, 2026
Fiduciary Alliance LLC	History	No change	685	250	0.02%	0.02%	790	0	0.0%	Q2 2026	Jul 20, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC	History	No change	680	248	0.09%	0.09%	791	0	0.0%	Q2 2026	Aug 06, 2026
Pacific Sage Partners, LLC	History	No change	679	248	0.04%	0.04%	792	0	0.0%	Q2 2026	Aug 06, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	History	No change	678	248	0.01%	0.01%	793	0	0.0%	Q2 2026	Jul 20, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	History	No change	680	248	0.03%	0.03%	794	0	0.0%	Q2 2026	Aug 11, 2026
Brookwood Investment Group LLC	History	No change	679	248	0.03%	0.03%	795	0	0.0%	Q2 2026	Jul 23, 2026
Moisand Fitzgerald Tamayo, LLC	History	No change	676	247	0.02%	0.02%	796	0	0.0%	Q2 2026	Jul 13, 2026
Cassilly Financial Group LLC	History	No change	648	247	0.17%	0.17%	797	0	0.0%	Q3 2026	Oct 07, 2026
KELLY FINANCIAL GROUP LLC	History	No change	673	246	0.05%	0.05%	798	0	0.0%	Q2 2026	Jul 14, 2026
Capital Advantage, Inc.	History	No change	667	244	0.03%	0.03%	799	0	0.0%	Q2 2026	Jul 13, 2026
Cornerstone Wealth Management, LLC	History	No change	667	244	0.01%	0.01%	800	0	0.0%	Q2 2026	Jul 22, 2026
CORE WEALTH ADVISORS, LLC	History	No change	669	244	0.18%	0.18%	801	0	0.0%	Q2 2026	Aug 04, 2026
Sheridan Capital Management, LLC	History	No change	666	243	0.12%	0.12%	802	0	0.0%	Q2 2026	Aug 07, 2026
Florida Trust Wealth Management Co	History	No change	663	242	0.01%	0.01%	803	0	0.0%	Q2 2026	Jul 27, 2026
Plan Group Financial, LLC	History	No change	663	242	0.05%	0.05%	804	0	0.0%	Q2 2026	Aug 03, 2026
Echo45 Advisors LLC	History	New	630	240	0.11%	—	807	+630	New	Q3 2026	Oct 07, 2026
Quantbot Technologies LP	History	No change	658	240	0.01%	0.01%	805	0	0.0%	Q2 2026	Aug 12, 2026
Jordan Park Group LLC	History	No change	658	240	0.01%	0.01%	806	0	0.0%	Q2 2026	Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC	History	No change	650	237	0.0%	0.0%	808	0	0.0%	Q2 2026	Aug 14, 2026
Lineweaver Wealth Advisors, LLC	History	No change	644	235	0.03%	0.03%	809	0	0.0%	Q2 2026	Jul 09, 2026
Sterling Investment Counsel, LLC	History	No change	644	235	0.06%	0.06%	810	0	0.0%	Q2 2026	Jul 20, 2026
DAYMARK WEALTH PARTNERS, LLC	History	No change	643	235	0.01%	0.01%	811	0	0.0%	Q2 2026	Jul 31, 2026
CENTRAL VALLEY ADVISORS, LLC	History	No change	631	230	0.06%	0.06%	812	0	0.0%	Q2 2026	Jul 21, 2026
Clark Capital Management Group, Inc.	History	No change	627	229	0.0%	0.0%	813	0	0.0%	Q2 2026	Aug 11, 2026
MV CAPITAL MANAGEMENT, INC.	History	No change	627	229	0.02%	0.02%	814	0	0.0%	Q2 2026	Jul 30, 2026
CoreCap Advisors, LLC	History	No change	624	228	0.01%	0.01%	815	0	0.0%	Q2 2026	Jul 06, 2026
Canopy Partners, LLC	History	No change	620	226	0.07%	0.07%	816	0	0.0%	Q2 2026	Jul 22, 2026
ZEGA Investments, LLC	History	No change	619	226	0.02%	0.02%	817	0	0.0%	Q2 2026	Jul 31, 2026
J. Mark Nickell & Co.	History	No change	611	223	0.18%	0.18%	818	0	0.0%	Q2 2026	Aug 11, 2026
GWN SECURITIES INC.	History	No change	607	222	0.04%	0.04%	819	0	0.0%	Q2 2026	Aug 05, 2026
FIDELIS CAPITAL PARTNERS, LLC	History	No change	608	222	0.01%	0.01%	820	0	0.0%	Q2 2026	Aug 13, 2026
HighRoad Wealth Advisors, LLC	History	No change	607	222	0.19%	0.19%	821	0	0.0%	Q2 2026	Jul 21, 2026
A4 Wealth Advisors LLC	History	No change	606	221	0.15%	0.15%	822	0	0.0%	Q2 2026	Jul 28, 2026
Invesco Ltd.	History	No change	604	220	0.0%	0.0%	823	0	0.0%	Q2 2026	Aug 14, 2026
Summit Trail Advisors, LLC	History	No change	601	219	0.0%	0.0%	824	0	0.0%	Q2 2026	Aug 11, 2026
Farmers & Merchants Trust Co of Long Beach	History	No change	600	219	0.05%	0.05%	825	0	0.0%	Q2 2026	Aug 05, 2026
ISLAY CAPITAL MANAGEMENT, LLC	History	No change	600	219	0.1%	0.1%	826	0	0.0%	Q2 2026	Aug 13, 2026
Sage Investment Advisers LLC	History	No change	600	219	0.15%	0.15%	827	0	0.0%	Q2 2026	Jul 09, 2026
Rockingstone Advisors LLC	History	No change	600	219	0.09%	0.09%	828	0	0.0%	Q2 2026	Jul 13, 2026
WealthShield Partners, LLC	History	No change	596	218	0.03%	0.03%	829	0	0.0%	Q2 2026	Aug 12, 2026
Prosperity Consulting Group, LLC	History	No change	594	217	0.01%	0.01%	830	0	0.0%	Q2 2026	Aug 13, 2026
Atala Financial Inc	History	No change	591	216	0.13%	0.13%	831	0	0.0%	Q2 2026	Jul 23, 2026
VISTA INVESTMENT MANAGEMENT	History	No change	589	215	0.06%	0.06%	832	0	0.0%	Q2 2026	Aug 12, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC	History	No change	590	215	0.04%	0.04%	833	0	0.0%	Q2 2026	Aug 06, 2026
WEST PACES ADVISORS INC.	History	No change	585	214	0.04%	0.04%	834	0	0.0%	Q2 2026	Jul 17, 2026
Vertrix Wealth Management, LLC	History	No change	586	214	0.07%	0.07%	835	0	0.0%	Q2 2026	Jul 09, 2026
Strategic Wealth Partners, Ltd.	History	No change	582	213	0.01%	0.01%	836	0	0.0%	Q2 2026	Aug 12, 2026
Advisors Capital Management, LLC	History	No change	573	210	0.0%	0.0%	837	0	0.0%	Q2 2026	Aug 11, 2026
Marble Wealth, LLC	History	No change	575	210	0.03%	0.03%	838	0	0.0%	Q2 2026	Aug 07, 2026
DUTCH ASSET Corp	History	No change	575	210	0.1%	0.1%	839	0	0.0%	Q2 2026	Aug 10, 2026
Woodward Financial Advisors, Inc.	History	No change	575	210	0.07%	0.07%	840	0	0.0%	Q2 2026	Aug 14, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	History	No change	572	209	0.02%	0.02%	841	0	0.0%	Q2 2026	Aug 12, 2026
IMA Advisory Services, Inc.	History	No change	573	209	0.01%	0.01%	842	0	0.0%	Q2 2026	Aug 10, 2026
Texas Capital Bank Wealth Management Services Inc	History	No change	572	209	0.01%	0.01%	843	0	0.0%	Q2 2026	Aug 07, 2026
OMNI 360 Wealth, Inc.	History	No change	572	209	0.1%	0.1%	844	0	0.0%	Q2 2026	Jul 13, 2026
WALLER FINANCIAL PLANNING GROUP, INC	History	New	540	206	0.04%	—	846	+540	New	Q3 2026	Oct 07, 2026
Indie Asset Partners, LLC	History	No change	565	206	0.2%	0.2%	845	0	0.0%	Q2 2026	Aug 07, 2026
Gryphon Financial Partners LLC	History	No change	562	205	0.02%	0.02%	847	0	0.0%	Q2 2026	Aug 05, 2026
Traub Capital Management LLC	History	No change	560	204	0.18%	0.18%	848	0	0.0%	Q2 2026	Jul 23, 2026
CORTLAND ASSOCIATES INC/MO	History	No change	555	203	0.03%	0.03%	849	0	0.0%	Q2 2026	Jul 28, 2026
Goelzer Investment Management, Inc.	History	No change	555	203	0.01%	0.01%	850	0	0.0%	Q2 2026	Jul 14, 2026
HHM Wealth Advisors, LLC	History	No change	557	203	0.02%	0.02%	851	0	0.0%	Q2 2026	Jul 13, 2026
Moors & Cabot, Inc.	History	No change	550	201	0.01%	0.01%	852	0	0.0%	Q2 2026	Aug 10, 2026
Town Capital LLC	History	No change	552	201	0.13%	0.13%	853	0	0.0%	Q2 2026	Jul 27, 2026
Gratus Wealth Advisors, LLC	History	No change	550	201	0.03%	0.03%	854	0	0.0%	Q2 2026	Jul 20, 2026
PRIVATE TRUST CO NA	History	No change	542	198	0.02%	0.02%	855	0	0.0%	Q2 2026	Jul 28, 2026
MeadowBrook Investment Advisors LLC	History	No change	522	190	0.15%	0.15%	856	0	0.0%	Q2 2026	Jul 20, 2026
Dunhill Financial, LLC	History	No change	517	189	0.04%	0.04%	857	0	0.0%	Q2 2026	Aug 07, 2026
REAP Financial Group, LLC	History	No change	502	183	0.03%	0.03%	858	0	0.0%	Q2 2026	Aug 04, 2026
FIRST FINANCIAL CORP /IN/	History	No change	488	178	0.06%	0.06%	859	0	0.0%	Q2 2026	Jul 07, 2026
United Community Bank	History	No change	475	173	0.05%	0.05%	860	0	0.0%	Q2 2026	Aug 13, 2026
Mosley Wealth Management	History	No change	470	171	0.05%	0.05%	861	0	0.0%	Q2 2026	Jul 23, 2026
VANGUARD ADVISERS INC	History	No change	462	169	0.0%	0.0%	862	0	0.0%	Q2 2026	Aug 13, 2026
Stone House Investment Management, LLC	History	No change	464	169	0.02%	0.02%	863	0	0.0%	Q2 2026	Aug 05, 2026
Plante Moran Financial Advisors, LLC	History	No change	453	165	0.01%	0.01%	864	0	0.0%	Q2 2026	Aug 06, 2026
Princeton Global Asset Management LLC	History	No change	424	155	0.02%	0.02%	865	0	0.0%	Q2 2026	Jul 16, 2026
CULLEN/FROST BANKERS, INC.	History	No change	392	143	0.0%	0.0%	866	0	0.0%	Q2 2026	Jul 27, 2026
FINANCIAL CONSULATE, INC	History	No change	392	143	0.02%	0.02%	867	0	0.0%	Q2 2026	Jul 23, 2026
Synergy Investment Management, LLC	History	No change	393	143	0.03%	0.03%	868	0	0.0%	Q2 2026	Aug 14, 2026
Acropolis Investment Management, LLC	History	No change	387	141	0.01%	0.01%	869	0	0.0%	Q2 2026	Jul 16, 2026
Balentine LLC	History	No change	382	139	0.0%	0.0%	870	0	0.0%	Q2 2026	Aug 06, 2026
Purpose Unlimited Inc.	History	No change	359	131	0.01%	0.01%	871	0	0.0%	Q2 2026	Aug 13, 2026
Allworth Financial LP	History	No change	345	126	0.0%	0.0%	872	0	0.0%	Q2 2026	Aug 11, 2026
Millstone Evans Group, LLC	History	No change	328	120	0.06%	0.06%	873	0	0.0%	Q2 2026	Aug 11, 2026
DEUTSCHE BANK AG\	History	No change	325	118	0.0%	0.0%	874	0	0.0%	Q2 2026	Aug 07, 2026
North Star Investment Management Corp.	History	No change	325	118	0.01%	0.01%	875	0	0.0%	Q2 2026	Jul 28, 2026
OLD SECOND NATIONAL BANK OF AURORA	History	No change	321	117	0.02%	0.02%	876	0	0.0%	Q2 2026	Jul 21, 2026
West Branch Capital LLC	History	No change	322	117	0.03%	0.03%	877	0	0.0%	Q2 2026	Jul 10, 2026
Dixon Mitchell Investment Counsel Inc.	History	No change	318	116	0.0%	0.0%	878	0	0.0%	Q2 2026	Aug 13, 2026
Global Trust Asset Management, LLC	History	No change	312	114	0.04%	0.04%	879	0	0.0%	Q2 2026	Aug 03, 2026
Ritter Daniher Financial Advisory LLC / DE	History	No change	312	114	0.02%	0.02%	880	0	0.0%	Q2 2026	Jul 14, 2026
Migdal Insurance & Financial Holdings Ltd.	History	No change	301	110	0.0%	0.0%	881	0	0.0%	Q2 2026	Aug 10, 2026
Asset Planning,Inc	History	No change	300	109	0.07%	0.07%	882	0	0.0%	Q2 2026	Jul 27, 2026
Byrne Asset Management LLC	History	No change	281	107	0.06%	0.06%	883	0	0.0%	Q3 2026	Oct 06, 2026
Colonial Trust Co / SC	History	No change	264	96	0.01%	0.01%	884	0	0.0%	Q2 2026	Aug 11, 2026
Colonial Trust Advisors	History	No change	255	93	0.01%	0.01%	885	0	0.0%	Q2 2026	Aug 11, 2026
N.E.W. Advisory Services LLC	History	No change	254	93	0.01%	0.01%	886	0	0.0%	Q2 2026	Aug 06, 2026
Larson Financial Group LLC	History	No change	253	92	0.0%	0.0%	887	0	0.0%	Q2 2026	Aug 14, 2026
Acumen Wealth Advisors, LLC	History	No change	250	91	0.02%	0.02%	888	0	0.0%	Q2 2026	Aug 03, 2026
True Wealth Design, LLC	History	No change	250	91	0.02%	0.02%	889	0	0.0%	Q2 2026	Jul 16, 2026
GODSEY & GIBB, INC	History	No change	242	88	0.01%	0.01%	890	0	0.0%	Q2 2026	Jul 13, 2026
BARRETT & COMPANY, INC.	History	No change	242	88	0.02%	0.02%	891	0	0.0%	Q2 2026	Jul 24, 2026
Collier Financial	History	No change	242	88	0.06%	0.06%	892	0	0.0%	Q2 2026	Jul 30, 2026
Register Financial Advisors LLC	History	No change	241	88	0.03%	0.03%	893	0	0.0%	Q2 2026	Jul 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	233	85	0.0%	0.0%	894	0	0.0%	Q2 2026	Aug 13, 2026
RHUMBLINE ADVISERS	History	No change	233	85	0.0%	0.0%	895	0	0.0%	Q2 2026	Aug 11, 2026
Wealth Enhancement Trust Services, Inc.	History	New	218	83	0.01%	—	897	+218	New	Q3 2026	Oct 07, 2026
GAMMA Investing LLC	History	No change	228	83	0.0%	0.0%	896	0	0.0%	Q2 2026	Jul 07, 2026
Coastline Trust Co	History	No change	213	81	0.01%	0.01%	898	0	0.0%	Q3 2026	Oct 01, 2026
Midwest Capital Advisors, LLC	History	No change	222	81	0.03%	0.03%	899	0	0.0%	Q2 2026	Jul 28, 2026
AMERICAN NATIONAL BANK & TRUST	History	No change	202	77	0.01%	0.01%	900	0	0.0%	Q3 2026	Oct 07, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	211	77	0.01%	0.01%	901	0	0.0%	Q2 2026	Jul 07, 2026
KERR FINANCIAL PLANNING Corp	History	No change	202	73	0.08%	0.08%	902	0	0.0%	Q2 2026	Jul 02, 2026
Orion Capital Management LLC	History	No change	199	72	0.02%	0.02%	903	0	0.0%	Q2 2026	Aug 17, 2026
INVESTMENT COUNSEL CO OF NEVADA	History	No change	194	70	0.13%	0.13%	904	0	0.0%	Q2 2026	Aug 10, 2026
Copia Wealth Management	History	No change	194	70	0.04%	0.04%	905	0	0.0%	Q2 2026	Aug 17, 2026
Rossby Financial, LCC	History	No change	189	69	0.01%	0.01%	906	0	0.0%	Q2 2026	Aug 04, 2026
Clark Wealth Partners	History	No change	181	66	0.04%	0.04%	907	0	0.0%	Q2 2026	Jul 28, 2026
Archer Investment Corp	History	No change	179	65	0.01%	0.01%	908	0	0.0%	Q2 2026	Aug 03, 2026
TIAA Wealth Investment Management LLC	History	No change	174	63	0.0%	0.0%	909	0	0.0%	Q2 2026	Aug 10, 2026
Geneos Wealth Management Inc.	History	No change	168	61	0.0%	0.0%	910	0	0.0%	Q2 2026	Aug 06, 2026
Coston, McIsaac & Partners	History	No change	157	57	0.01%	0.01%	911	0	0.0%	Q2 2026	Aug 12, 2026
SFAM, LLC	History	No change	155	56	0.05%	0.05%	912	0	0.0%	Q2 2026	Aug 13, 2026
Advocate Investing Services LLC	History	No change	151	55	0.04%	0.04%	913	0	0.0%	Q2 2026	Jul 28, 2026
Hilltop National Bank	History	No change	150	54	0.01%	0.01%	914	0	0.0%	Q2 2026	Jul 01, 2026
Commonwealth Retirement Investments LLC	History	No change	145	53	0.01%	0.01%	915	0	0.0%	Q2 2026	Aug 03, 2026
Hilton Head Capital Partners, LLC	History	No change	141	51	0.03%	0.03%	916	0	0.0%	Q2 2026	Jul 27, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	No change	135	49	0.02%	0.02%	917	0	0.0%	Q2 2026	Jul 08, 2026
PIN OAK INVESTMENT ADVISORS INC	History	No change	133	49	0.03%	0.03%	918	0	0.0%	Q2 2026	Aug 18, 2026
Glassman Wealth Services	History	No change	135	49	0.01%	0.01%	919	0	0.0%	Q2 2026	Aug 05, 2026
SouthState Bank Corp	History	No change	132	48	0.0%	0.0%	920	0	0.0%	Q2 2026	Aug 06, 2026
SHP Wealth Management	History	No change	128	46	0.0%	0.0%	921	0	0.0%	Q2 2026	Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC	History	No change	125	45	0.0%	0.0%	922	0	0.0%	Q2 2026	Jul 14, 2026
EASTERN BANK	History	No change	120	45	0.0%	0.0%	923	0	0.0%	Q3 2026	Oct 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	126	45	0.0%	0.0%	924	0	0.0%	Q2 2026	Jul 22, 2026
Robinswood Financial LLC	History	No change	123	45	0.01%	0.01%	925	0	0.0%	Q2 2026	Jul 14, 2026
Trust Co	History	No change	121	44	0.0%	0.0%	926	0	0.0%	Q2 2026	Jul 10, 2026
3 FACTOR INDEXING, LLC	History	No change	118	43	0.04%	0.04%	927	0	0.0%	Q2 2026	Jul 08, 2026
BOKF, NA	History	No change	110	40	0.0%	0.0%	928	0	0.0%	Q2 2026	Aug 10, 2026
Cornerstone Planning Group LLC	History	No change	106	39	0.0%	0.0%	929	0	0.0%	Q2 2026	Jul 29, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	109	39	0.0%	0.0%	930	0	0.0%	Q2 2026	Aug 13, 2026
Sage Mountain Advisors LLC	History	No change	106	38	0.0%	0.0%	931	0	0.0%	Q2 2026	Aug 05, 2026
Markowski Investments	History	No change	104	38	0.01%	0.01%	932	0	0.0%	Q2 2026	Aug 13, 2026
Graney & King, LLC	History	No change	103	37	0.01%	0.01%	933	0	0.0%	Q2 2026	Aug 07, 2026
AMERIFLEX GROUP, INC.	History	No change	103	37	0.02%	0.02%	934	0	0.0%	Q2 2026	Aug 13, 2026
FWL INVESTMENT MANAGEMENT, LLC	History	No change	100	36	0.01%	0.01%	935	0	0.0%	Q2 2026	Aug 14, 2026
Operose Advisors LLC	History	No change	100	36	0.01%	0.01%	936	0	0.0%	Q2 2026	Aug 13, 2026
Lodestone Wealth Management LLC	History	No change	99	36	0.01%	0.01%	937	0	0.0%	Q2 2026	Jul 23, 2026
JDM Financial Group LLC	History	No change	100	36	0.01%	0.01%	938	0	0.0%	Q2 2026	Aug 17, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	97	35	0.0%	0.0%	939	0	0.0%	Q2 2026	Aug 13, 2026
Corsicana & Co.	History	No change	97	35	0.02%	0.02%	940	0	0.0%	Q2 2026	Jul 24, 2026
TIAA TRUST, NATIONAL ASSOCIATION	History	No change	98	35	0.0%	0.0%	941	0	0.0%	Q2 2026	Aug 10, 2026
TOTH FINANCIAL ADVISORY CORP	History	No change	94	34	0.0%	0.0%	942	0	0.0%	Q2 2026	Jul 14, 2026
Realta Investment Advisors	History	No change	95	34	0.01%	0.01%	943	0	0.0%	Q2 2026	Jul 20, 2026
LifeSteps Financial, Inc.	History	No change	94	34	0.02%	0.02%	944	0	0.0%	Q2 2026	Jul 17, 2026
TUCKER ASSET MANAGEMENT LLC	History	No change	95	34	0.01%	0.01%	945	0	0.0%	Q2 2026	Aug 27, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	No change	94	34	0.0%	0.0%	946	0	0.0%	Q2 2026	Jul 28, 2026
CENTRAL TRUST Co	History	No change	91	33	0.0%	0.0%	947	0	0.0%	Q2 2026	Jul 31, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	No change	90	32	0.0%	0.0%	948	0	0.0%	Q2 2026	Aug 03, 2026
TFC Financial Management, Inc.	History	No change	90	32	0.0%	0.0%	949	0	0.0%	Q2 2026	Jul 23, 2026
KELLEHER FINANCIAL ADVISORS	History	No change	86	31	0.0%	0.0%	950	0	0.0%	Q2 2026	Aug 06, 2026
DHJJ Financial Advisors, Ltd.	History	No change	84	30	0.01%	0.01%	951	0	0.0%	Q2 2026	Jul 24, 2026
Allspring Global Investments Holdings, LLC	History	No change	81	29	0.0%	0.0%	952	0	0.0%	Q2 2026	Aug 13, 2026
Fourth Dimension Wealth, LLC	History	No change	81	29	0.01%	0.01%	953	0	0.0%	Q2 2026	Jul 31, 2026
Harborfront Financial Group LLC	History	No change	81	29	0.11%	0.11%	954	0	0.0%	Q2 2026	Aug 07, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	No change	77	28	0.0%	0.0%	955	0	0.0%	Q2 2026	Jul 27, 2026
First Command Advisory Services, Inc.	History	No change	77	28	0.0%	0.0%	956	0	0.0%	Q2 2026	Aug 10, 2026
NBH Bank	History	No change	77	28	0.01%	0.01%	957	0	0.0%	Q2 2026	Aug 14, 2026
Westside Investment Management, Inc.	History	No change	76	27	0.0%	0.0%	958	0	0.0%	Q2 2026	Jul 27, 2026
Signature Resources Capital Management, LLC	History	No change	76	27	0.01%	0.01%	959	0	0.0%	Q2 2026	Jul 13, 2026
TRUST CO OF TOLEDO NA /OH/	History	No change	73	26	0.0%	0.0%	960	0	0.0%	Q2 2026	Jul 16, 2026
CDKV HOLDINGS LLC	History	No change	67	24	0.02%	0.02%	961	0	0.0%	Q2 2026	Jul 30, 2026
Anchor Investment Management, LLC	History	No change	64	23	0.0%	0.0%	962	0	0.0%	Q2 2026	Sep 15, 2026
Park Place Capital Corp	History	No change	65	23	0.0%	0.0%	963	0	0.0%	Q2 2026	Aug 13, 2026
Caldwell Trust Co	History	No change	64	23	0.0%	0.0%	964	0	0.0%	Q2 2026	Aug 03, 2026
Birchwood Financial Partners, Inc.	History	No change	63	23	0.02%	0.02%	965	0	0.0%	Q2 2026	Aug 06, 2026
Bogart Wealth, LLC	History	No change	61	22	0.0%	0.0%	966	0	0.0%	Q2 2026	Jul 24, 2026
Truvestments Capital LLC	History	No change	62	22	0.0%	0.0%	967	0	0.0%	Q2 2026	Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	No change	60	21	0.0%	0.0%	968	0	0.0%	Q2 2026	Jul 08, 2026
TSFG, LLC	History	No change	57	21	0.0%	0.0%	969	0	0.0%	Q2 2026	Jul 23, 2026
Nemes Rush Group LLC	History	No change	60	21	0.0%	0.0%	970	0	0.0%	Q2 2026	Aug 14, 2026
BOK Financial Private Wealth, Inc.	History	No change	55	20	0.0%	0.0%	971	0	0.0%	Q2 2026	Aug 07, 2026
United Financial Planning Group LLC	History	No change	56	20	0.01%	0.01%	972	0	0.0%	Q2 2026	Aug 06, 2026
Versant Capital Management, Inc	History	No change	51	19	0.0%	0.0%	973	0	0.0%	Q3 2026	Oct 01, 2026
Physician Wealth Advisors, Inc.	History	No change	54	19	0.0%	0.0%	974	0	0.0%	Q2 2026	Jul 20, 2026
PEOPLES FINANCIAL SERVICES CORP.	History	No change	50	18	0.01%	0.01%	975	0	0.0%	Q2 2026	Jul 22, 2026
Kilter Group LLC	History	No change	51	18	0.01%	0.01%	976	0	0.0%	Q2 2026	Aug 11, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV	History	No change	48	17	0.0%	0.0%	977	0	0.0%	Q2 2026	Aug 07, 2026
Owl Creek Wealth Partners LLC	History	No change	47	17	0.0%	0.0%	978	0	0.0%	Q2 2026	Jul 20, 2026
NBT BANK, N.A.	History	No change	46	16	0.0%	0.0%	979	0	0.0%	Q2 2026	Jul 29, 2026
Breakwater Investment Management	History	No change	45	16	0.01%	0.01%	980	0	0.0%	Q2 2026	Aug 06, 2026
Noble Wealth Management PBC	History	No change	42	16	0.01%	0.01%	981	0	0.0%	Q3 2026	Oct 01, 2026
UMB Bank, n.a.	History	No change	42	15	0.0%	0.0%	982	0	0.0%	Q2 2026	Aug 13, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	44	15	0.0%	0.0%	983	0	0.0%	Q2 2026	Aug 07, 2026
Signature Equity Partners, LLC	History	No change	41	15	0.01%	0.01%	984	0	0.0%	Q2 2026	Jul 30, 2026
Central Pacific Bank - Trust Division	History	No change	39	14	0.0%	0.0%	985	0	0.0%	Q3 2026	Oct 05, 2026
Topsail Wealth Management, LLC	History	No change	40	14	0.0%	0.0%	986	0	0.0%	Q2 2026	Aug 13, 2026
Cedar Mountain Advisors, LLC	History	No change	36	13	0.0%	0.0%	987	0	0.0%	Q2 2026	Jul 02, 2026
Founders Financial Alliance, LLC	History	No change	38	13	0.0%	0.0%	988	0	0.0%	Q2 2026	Aug 04, 2026
Paladin Advisory Group, LLC	History	No change	36	13	0.01%	0.01%	989	0	0.0%	Q2 2026	Jul 28, 2026
Pinnacle Bancorp, Inc.	History	No change	33	12	0.0%	0.0%	990	0	0.0%	Q2 2026	Jul 28, 2026
Reyes Financial Architecture, Inc.	History	No change	33	12	0.01%	0.01%	991	0	0.0%	Q2 2026	Jul 16, 2026
Crews Bank & Trust	History	No change	33	12	0.0%	0.0%	992	0	0.0%	Q2 2026	Jul 16, 2026
Benson Wealth Management INC	History	No change	33	12	0.01%	0.01%	993	0	0.0%	Q2 2026	Aug 10, 2026
NorthAvenue LLC	History	No change	35	12	0.01%	0.01%	994	0	0.0%	Q2 2026	Jul 21, 2026
Avion Wealth	History	No change	31	11	0.0%	0.0%	995	0	0.0%	Q2 2026	Jul 31, 2026
AlphaCore Capital LLC	History	No change	29	10	0.0%	0.0%	996	0	0.0%	Q2 2026	Aug 06, 2026
Lloyd Advisory Services, LLC.	History	No change	29	10	0.0%	0.0%	997	0	0.0%	Q2 2026	Aug 07, 2026
GoalVest Advisory LLC	History	No change	28	10	0.0%	0.0%	998	0	0.0%	Q3 2026	Oct 02, 2026
Silicon Valley Capital Partners	History	No change	25	9	0.0%	0.0%	999	0	0.0%	Q2 2026	Sep 21, 2026
DecisionPoint Financial, LLC	History	No change	27	9	0.0%	0.0%	1000	0	0.0%	Q2 2026	Aug 05, 2026
Capital Advisor Network LLC	History	No change	26	9	0.01%	0.01%	1001	0	0.0%	Q2 2026	Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS	History	No change	22	8	0.0%	0.0%	1002	0	0.0%	Q2 2026	Aug 13, 2026
Quest 10 Wealth Builders, Inc.	History	No change	23	8	0.01%	0.01%	1003	0	0.0%	Q2 2026	Jul 24, 2026
Comprehensive Financial Planning, Inc./PA	History	No change	23	8	0.0%	0.0%	1004	0	0.0%	Q2 2026	Aug 10, 2026
Alpine Bank Wealth Management	History	No change	20	7	0.0%	0.0%	1005	0	0.0%	Q2 2026	Aug 07, 2026
Silver Grove Financial Group, Inc.	History	No change	21	7	0.0%	0.0%	1006	0	0.0%	Q2 2026	Aug 13, 2026
GHP Investment Advisors, Inc.	History	No change	19	6	0.0%	0.0%	1007	0	0.0%	Q2 2026	Jul 17, 2026
Ankerstar Wealth, LLC	History	No change	18	6	0.01%	0.01%	1008	0	0.0%	Q2 2026	Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC	History	No change	19	6	0.0%	0.0%	1009	0	0.0%	Q2 2026	Jul 24, 2026
Strategic Wealth Advisors LLC	History	No change	18	6	0.01%	0.01%	1010	0	0.0%	Q2 2026	Aug 07, 2026
DELTA ASSET MANAGEMENT LLC/TN	History	No change	16	5	0.0%	0.0%	1011	0	0.0%	Q2 2026	Aug 10, 2026
Tanglewood Legacy Advisors, LLC	History	No change	14	5	0.0%	0.0%	1012	0	0.0%	Q2 2026	Aug 10, 2026
Imprint Wealth LLC	History	No change	14	5	0.02%	0.02%	1013	0	0.0%	Q2 2026	Aug 14, 2026
PITTENGER & ANDERSON INC	History	No change	11	4	0.0%	0.0%	1014	0	0.0%	Q2 2026	Jul 27, 2026
Rosenberg Matthew Hamilton	History	No change	11	4	0.0%	0.0%	1015	0	0.0%	Q3 2026	Oct 05, 2026
Richard W. Paul & Associates, LLC	History	No change	13	4	0.0%	0.0%	1016	0	0.0%	Q2 2026	Aug 10, 2026
Gen-Wealth Partners Inc	History	No change	13	4	0.0%	0.0%	1017	0	0.0%	Q2 2026	Aug 10, 2026
MJT & Associates Financial Advisory Group, Inc.	History	New	8	3	0.0%	—	1022	+8	New	Q3 2026	Oct 07, 2026
ST GERMAIN D J CO INC	History	No change	9	3	0.0%	0.0%	1018	0	0.0%	Q2 2026	Jul 21, 2026
ALERUS FINANCIAL NA	History	No change	9	3	0.0%	0.0%	1019	0	0.0%	Q2 2026	Aug 13, 2026
SRH ADVISORS, LLC	History	No change	10	3	0.0%	0.0%	1020	0	0.0%	Q2 2026	Jul 24, 2026
Raleigh Capital Management Inc.	History	No change	9	3	0.0%	0.0%	1021	0	0.0%	Q2 2026	Jul 21, 2026
ARVEST INVESTMENTS, INC.	History	No change	8	2	0.0%	0.0%	1023	0	0.0%	Q2 2026	Jul 17, 2026
CHELSEA COUNSEL CO	History	No change	3	1	0.0%	0.0%	1024	0	0.0%	Q2 2026	Aug 11, 2026
Capital Investment Counsel, Inc	History	No change	4	1	0.0%	0.0%	1025	0	0.0%	Q2 2026	Jul 27, 2026
Main Street Group, LTD	History	No change	4	1	0.0%	0.0%	1026	0	0.0%	Q2 2026	Jul 13, 2026
New Republic Capital, LLC	History	No change	4	1	0.0%	0.0%	1027	0	0.0%	Q2 2026	Jul 31, 2026
Rakuten Securities, Inc.	History	No change	5	1	0.0%	0.0%	1028	0	0.0%	Q2 2026	Aug 11, 2026
Caitlin John, LLC	History	No change	4	1	0.0%	0.0%	1029	0	0.0%	Q2 2026	Aug 17, 2026
PRIVATE CLIENT SERVICES, LLC	History	Closed out	0	0	—	2.42%	—	-25,258	-100.0%	Q3 2026	Oct 02, 2026
T3 Companies, LLC	History	No change	22,200	0	—	—	—	0	0.0%	Q2 2026	Jul 27, 2026