SCHWAB STRATEGIC TRUST - SCHC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,476,230 | 215,396 | 0.74% | 0.74% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 3,916,077 | 185,676 | 0.55% | 0.55% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 2,829,312 | 136,146 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,512,185 | 120,006 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 1,711,610 | 82,362 | 3.18% | 3.18% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,703,083 | 81,952 | 2.69% | 2.69% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 1,486,015 | 71,507 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,242,614 | 59,794 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 1,165,313 | 56,074 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Johnson Financial Group, LLC | History | No change | 1,131,199 | 54,433 | 2.93% | 2.93% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,103,737 | 53,111 | 0.46% | 0.46% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 962,706 | 46,325 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 951,415 | 45,782 | 0.67% | 0.67% | 13 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CHOREO, LLC | History | No change | 813,788 | 39,159 | 0.43% | 0.43% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| St. Louis Trust Co | History | No change | 87,162 | 37,003 | 4.23% | 4.23% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 721,412 | 34,714 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Corient Private Wealth LP | History | No change | 623,892 | 30,021 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Charles Schwab Trust Co | History | No change | 619,205 | 29,796 | 1.66% | 1.66% | 18 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 613,957 | 29,543 | 0.38% | 0.38% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 491,169 | 23,635 | 0.27% | 0.27% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 481,697 | 23,179 | 0.85% | 0.85% | 21 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 417,548 | 20,092 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 414,546 | 19,947 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tortoise Investment Management, LLC | History | No change | 365,315 | 17,578 | 1.31% | 1.31% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversify Advisory Services, LLC | History | No change | 347,506 | 16,739 | 0.28% | 0.28% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 347,506 | 16,739 | 0.28% | 0.28% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 326,183 | 15,695 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redwood Investment Management, LLC | History | No change | 317,380 | 15,272 | 1.51% | 1.51% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 306,226 | 14,735 | 0.87% | 0.87% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 298,760 | 14,376 | 1.17% | 1.17% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 296,679 | 14,276 | 0.3% | 0.3% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 285,394 | 13,733 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| White & Co Financial Planning Inc | History | No change | 265,459 | 12,773 | 7.91% | 7.91% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brooklyn FI, LLC | History | No change | 260,222 | 12,574 | 2.3% | 2.3% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 256,952 | 12,364 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 253,359 | 12,191 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 247,601 | 11,914 | 0.2% | 0.2% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fund Evaluation Group, LLC | History | No change | 246,963 | 11,883 | 0.32% | 0.32% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 213,741 | 10,285 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 213,083 | 10,253 | 0.66% | 0.66% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 206,225 | 9,924 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 204,909 | 9,860 | 0.72% | 0.72% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 203,051 | 9,770 | 0.15% | 0.15% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 192,503 | 9,263 | 1.01% | 1.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 192,366 | 9,249 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 191,915 | 9,234 | 1.07% | 1.07% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 189,176 | 9,103 | 0.96% | 0.96% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 185,849 | 8,943 | 4.18% | 4.18% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 183,072 | 8,809 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 177,195 | 8,526 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 174,538 | 8,398 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 173,811 | 8,363 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 173,459 | 8,346 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 170,742 | 8,216 | 1.82% | 1.82% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 170,280 | 8,193 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Courage Miller Partners, LLC | History | No change | 168,438 | 8,105 | 2.14% | 2.14% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 162,240 | 7,806 | 2.95% | 2.95% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 160,420 | 7,719 | 4.03% | 4.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 156,738 | 7,542 | 0.33% | 0.33% | 59 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 153,528 | 7,387 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 171,272 | 7,340 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Systelligence, LLC | History | No change | 150,934 | 7,262 | 1.21% | 1.21% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 148,122 | 7,127 | 1.2% | 1.2% | 63 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wedmont Private Capital | History | No change | 146,761 | 7,088 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 141,932 | 6,829 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 141,176 | 6,793 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arnold Financial Planning LLC | History | No change | 138,331 | 6,656 | 4.96% | 4.96% | 67 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 133,480 | 6,423 | 0.4% | 0.4% | 68 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 130,096 | 6,260 | 4.15% | 4.15% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 128,878 | 6,201 | 0.52% | 0.52% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 126,816 | 6,102 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 126,697 | 6,096 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | No change | 123,208 | 5,928 | 0.91% | 0.91% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 120,167 | 5,782 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 118,821 | 5,717 | 1.13% | 1.13% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brucke Financial, Inc. | History | No change | 118,713 | 5,712 | 2.54% | 2.54% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Robinswood Financial LLC | History | No change | 116,721 | 5,616 | 1.61% | 1.61% | 77 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 116,104 | 5,598 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stewardship Advisors, LLC | History | No change | 114,576 | 5,513 | 1.15% | 1.15% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 114,520 | 5,508 | 0.81% | 0.81% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Columbus Macro, LLC | History | No change | 105,277 | 5,065 | 0.49% | 0.49% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 104,466 | 5,026 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 101,548 | 4,886 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | No change | 99,067 | 4,767 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Traveka Wealth, LLC | History | No change | 99,027 | 4,765 | 1.58% | 1.58% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 98,683 | 4,748 | 0.7% | 0.7% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 97,490 | 4,691 | 2.6% | 2.6% | 87 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Compound Planning, Inc. | History | No change | 95,665 | 4,603 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 95,677 | 4,471 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 91,804 | 4,417 | 1.1% | 1.1% | 90 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 86,560 | 4,165 | 0.56% | 0.56% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Texas Yale Capital Corp. | History | No change | 86,382 | 4,156 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 85,622 | 4,120 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 83,833 | 4,034 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 77,863 | 3,900 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 80,598 | 3,878 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 79,814 | 3,840 | 0.84% | 0.84% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 79,382 | 3,819 | 0.8% | 0.8% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 78,685 | 3,786 | 0.22% | 0.22% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jacobs Equity LLC | History | No change | 75,548 | 3,635 | 2.51% | 2.51% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 75,668 | 3,619 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 74,305 | 3,575 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 72,972 | 3,511 | 2.33% | 2.33% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 72,724 | 3,499 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 70,138 | 3,375 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 70,116 | 3,374 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Manske Wealth Management | History | No change | 69,875 | 3,362 | 0.83% | 0.83% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 68,674 | 3,304 | 0.75% | 0.75% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 66,986 | 3,223 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AIRE ADVISORS, LLC | History | No change | 62,041 | 2,985 | 0.49% | 0.49% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 61,622 | 2,965 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 60,853 | 2,928 | 1.21% | 1.21% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCS Wealth Management | History | No change | 60,795 | 2,925 | 0.53% | 0.53% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Abacus Planning Group, Inc. | History | No change | 60,193 | 2,896 | 0.36% | 0.36% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 59,461 | 2,861 | 0.29% | 0.29% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 58,638 | 2,821 | 0.5% | 0.5% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stone Summit Wealth LLC | History | No change | 58,048 | 2,793 | 0.71% | 0.71% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Noble Family Wealth, LLC | History | No change | 56,360 | 2,712 | 0.49% | 0.49% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 55,786 | 2,684 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beckerman Institutional, LLC | History | No change | 55,563 | 2,673 | 1.27% | 1.27% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 54,310 | 2,613 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Carter Financial Group, INC. | History | No change | 51,810 | 2,493 | 1.29% | 1.29% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 51,437 | 2,475 | 0.28% | 0.28% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 49,803 | 2,396 | 0.2% | 0.2% | 124 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 48,637 | 2,340 | 0.57% | 0.57% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Colony Family Offices, LLC | History | No change | 47,886 | 2,304 | 0.51% | 0.51% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 47,770 | 2,298 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 47,356 | 2,278 | 0.6% | 0.6% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modera Wealth Management, LLC | History | No change | 45,360 | 2,182 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 44,914 | 2,161 | 0.91% | 0.91% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hexagon Capital Partners LLC | History | No change | 43,652 | 2,100 | 0.3% | 0.3% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Phillip James Consulting Co. | History | No change | 43,205 | 2,079 | 1.39% | 1.39% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Invesco Ltd. | History | No change | 43,162 | 2,076 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 43,033 | 2,070 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 41,848 | 2,013 | 0.8% | 0.8% | 135 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HORAN Wealth, LLC | History | No change | 41,753 | 2,009 | 0.25% | 0.25% | 136 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 41,087 | 1,977 | 1.1% | 1.1% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 40,058 | 1,927 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IMA Advisory Services, Inc. | History | No change | 38,184 | 1,837 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Foster Group, Inc. | History | No change | 38,057 | 1,831 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 37,809 | 1,819 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Guardian Financial Partners, LLC | History | No change | 37,741 | 1,816 | 0.71% | 0.71% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 37,080 | 1,784 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 36,675 | 1,764 | 0.8% | 0.8% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 36,229 | 1,740 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 36,139 | 1,739 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | No change | 35,971 | 1,730 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | No change | 35,467 | 1,706 | 0.5% | 0.5% | 148 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Financial Network, Inc. | History | No change | 35,294 | 1,698 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fonville Wealth Management LLC | History | No change | 35,256 | 1,696 | 0.28% | 0.28% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | No change | 35,167 | 1,692 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 34,553 | 1,662 | 0.19% | 0.19% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 34,467 | 1,658 | 0.32% | 0.32% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 34,406 | 1,655 | 0.27% | 0.27% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Capital Management, LLC | History | No change | 35,183 | 1,644 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 34,001 | 1,636 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integris Wealth Management, LLC | History | No change | 32,416 | 1,559 | 0.31% | 0.31% | 157 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| US BANCORP \DE\ | History | No change | 32,352 | 1,556 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 32,107 | 1,544 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 31,544 | 1,517 | 0.35% | 0.35% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Architects, LLC | History | No change | 29,571 | 1,422 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMERCE BANK | History | No change | 29,384 | 1,413 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | No change | 29,308 | 1,410 | 1.11% | 1.11% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 29,313 | 1,410 | 0.51% | 0.51% | 164 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 29,083 | 1,399 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Falcon Wealth Planning | History | No change | 28,510 | 1,371 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Seneca Financial Advisors LLC | History | No change | 28,457 | 1,369 | 0.36% | 0.36% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 27,898 | 1,342 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LTG Capital LLC | History | No change | 27,219 | 1,309 | 0.88% | 0.88% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 27,155 | 1,306 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NWAM LLC | History | No change | 27,037 | 1,301 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 26,491 | 1,274 | 0.38% | 0.38% | 172 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 26,105 | 1,256 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 25 LLC | History | No change | 25,921 | 1,247 | 0.34% | 0.34% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 25,821 | 1,242 | 0.21% | 0.21% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Avestar Capital, LLC | History | No change | 25,240 | 1,214 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Leisure Capital Management | History | No change | 25,191 | 1,212 | 0.38% | 0.38% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 25,104 | 1,208 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 24,924 | 1,199 | 0.13% | 0.13% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 24,402 | 1,170 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Embree Financial Group | History | No change | 24,312 | 1,169 | 0.12% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,238 | 1,166 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cloud Capital Management, LLC | History | No change | 23,550 | 1,132 | 0.41% | 0.41% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMART Wealth LLC | History | No change | 23,018 | 1,107 | 0.24% | 0.24% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 22,746 | 1,094 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 22,182 | 1,067 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 22,193 | 1,067 | 0.21% | 0.21% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creekside Partners | History | No change | 22,004 | 1,058 | 0.38% | 0.38% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| James J. Burns & Company, LLC | History | No change | 21,951 | 1,056 | 0.11% | 0.11% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspen Investment Management Inc | History | No change | 21,584 | 1,039 | 0.28% | 0.28% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 20,580 | 990 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 20,335 | 978 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Index Fund Advisors, Inc. | History | No change | 20,290 | 976 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | No change | 20,168 | 970 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 20,116 | 967 | 0.67% | 0.67% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 20,028 | 963 | 0.52% | 0.52% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 19,894 | 957 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 20,676 | 953 | 0.89% | 0.89% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Yoffe Investment Management, LLC | History | No change | 19,452 | 936 | 1.07% | 1.07% | 199 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 19,424 | 932 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Envision Financial LLC | History | No change | 18,944 | 911 | 0.42% | 0.42% | 201 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| K2 Financial Inc. | History | No change | 18,028 | 883 | 0.62% | 0.62% | 202 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 18,201 | 875 | 0.54% | 0.54% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 18,166 | 874 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 17,718 | 852 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 17,695 | 851 | 0.47% | 0.47% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 17,572 | 845 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 17,164 | 825 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 17,040 | 819 | 0.65% | 0.65% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 16,799 | 808 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 16,737 | 805 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 16,625 | 800 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Composition Wealth, LLC | History | No change | 16,593 | 798 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vawter Financial, Ltd. | History | No change | 16,390 | 788 | 0.3% | 0.3% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 16,274 | 783 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | History | No change | 16,115 | 775 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AlphaCore Capital LLC | History | No change | 16,034 | 771 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 15,957 | 767 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Noble Wealth Partners LLC | History | No change | 15,958 | 767 | 0.67% | 0.67% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Argent Trust Co | History | No change | 15,831 | 761 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 15,470 | 744 | 0.15% | 0.15% | 221 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Factor Wealth Management LTD | History | No change | 15,234 | 733 | 0.11% | 0.11% | 222 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Peak Financial Management, Inc. | History | No change | 15,230 | 732 | 0.17% | 0.17% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALTFEST L J & CO INC | History | No change | 15,193 | 731 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Passive Capital Management, LLC. | History | No change | 15,980 | 727 | 0.23% | 0.23% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Klingman & Associates, LLC | History | No change | 14,799 | 712 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 14,581 | 701 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 14,408 | 693 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 14,376 | 691 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 14,355 | 690 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 14,199 | 683 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 14,049 | 676 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 13,635 | 656 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 13,167 | 634 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Livet Wealth, LLC | History | No change | 13,018 | 626 | 0.36% | 0.36% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McLean Asset Management Corp | History | No change | 12,666 | 612 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 12,512 | 602 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balboa Wealth Partners | History | No change | 12,505 | 601 | 0.08% | 0.08% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Omega Financial Group, LLC | History | No change | 12,389 | 596 | 0.18% | 0.18% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 12,200 | 587 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 12,174 | 585 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 12,050 | 579 | 0.07% | 0.07% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Breakwater Investment Management | History | No change | 11,618 | 559 | 0.19% | 0.19% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 11,607 | 558 | 0.33% | 0.33% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 11,533 | 554 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oath Planning, LLC | History | No change | 11,498 | 553 | 0.41% | 0.41% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hardin Capital Partners, LLC | History | No change | 11,432 | 550 | 0.26% | 0.26% | 247 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Lantz Financial LLC | History | No change | 11,333 | 545 | 0.1% | 0.1% | 248 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 11,260 | 541 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 11,260 | 541 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 11,151 | 536 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,137 | 535 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 10,733 | 516 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 10,539 | 507 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Life Planning Partners, Inc | History | No change | 10,338 | 497 | 0.37% | 0.37% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| International Private Wealth Advisors LLC | History | No change | 10,321 | 496 | 0.26% | 0.26% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chesley Taft & Associates LLC | History | No change | 10,296 | 495 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 10,161 | 488 | 0.12% | 0.12% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 10,129 | 487 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 9,982 | 480 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | No change | 467,217 | 467 | 0.56% | 0.56% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 9,569 | 460 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 9,496 | 456 | 0.11% | 0.11% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 9,464 | 455 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 9,302 | 447 | 0.14% | 0.14% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cooke Wealth Management, LLC | History | No change | 9,243 | 444 | 0.36% | 0.36% | 266 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SEI INVESTMENTS CO | History | No change | 9,207 | 443 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 9,079 | 436 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SACHEM HILL LLC | History | No change | 8,879 | 427 | 0.08% | 0.08% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 8,681 | 417 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 8,661 | 416 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 8,691 | 416 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gilbert & Cook, Inc. | History | No change | 8,618 | 414 | 0.05% | 0.05% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 8,501 | 409 | 0.17% | 0.17% | 274 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IVC Wealth Advisors LLC | History | No change | 8,440 | 406 | 0.16% | 0.16% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Busey Bank | History | No change | 8,293 | 399 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berger Financial Group, Inc | History | No change | 8,289 | 398 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Capital Advisory, LLC | History | No change | 8,187 | 393 | 0.14% | 0.14% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geometric Wealth Advisors | History | No change | 8,114 | 390 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 8,091 | 389 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWC Advisors, LLC. | History | No change | 8,089 | 389 | 0.17% | 0.17% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,068 | 388 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,073 | 388 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Garde Capital, Inc. | History | No change | 8,065 | 388 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ballast Financial Advisors LLC | History | No change | 7,982 | 384 | 0.35% | 0.35% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 7,939 | 382 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MASECO LLP | History | No change | 7,889 | 379 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Flaharty Asset Management, LLC | History | No change | 7,790 | 378 | 0.54% | 0.54% | 288 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Empower Advisory Group, LLC | History | No change | 7,868 | 378 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 7,779 | 374 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 7,590 | 365 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| May Hill Capital, LLC | History | No change | 7,584 | 364 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 7,580 | 364 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Members Trust Co | History | No change | 7,419 | 357 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PFG Advisors | History | No change | 7,434 | 357 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,231 | 347 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 7,184 | 345 | 0.1% | 0.1% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 7,130 | 343 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 7,143 | 343 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tranquility Partners, LLC | History | No change | 6,853 | 329 | 0.11% | 0.11% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ethic Inc. | History | No change | 6,811 | 327 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 6,780 | 326 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 6,676 | 321 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,855 | 320 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,625 | 318 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 6,563 | 315 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,530 | 314 | 0.2% | 0.2% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 6,536 | 314 | 0.08% | 0.08% | 308 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Payne Capital Management, LLC | History | No change | 6,468 | 311 | 0.08% | 0.08% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Financial Group, INC/SD | History | No change | 6,456 | 310 | 0.04% | 0.04% | 310 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Alpha, LLC | History | No change | 6,434 | 309 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,258 | 301 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | No change | 6,224 | 299 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | No change | 6,153 | 296 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aspiring Ventures, LLC | History | No change | 6,043 | 290 | 0.07% | 0.07% | 315 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 6,001 | 288 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Port Capital LLC | History | No change | 6,000 | 288 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uptown Financial Advisors LLC | History | No change | 5,961 | 286 | 0.19% | 0.19% | 318 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,918 | 284 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 5,882 | 283 | 0.23% | 0.23% | 320 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kathmere Capital Management, LLC | History | No change | 5,852 | 281 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 5,795 | 278 | 0.04% | 0.04% | 322 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Concepts Unlimited, Inc. | History | No change | 5,743 | 276 | 0.22% | 0.22% | 323 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 5,623 | 270 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arvest Bank Trust Division | History | No change | 5,572 | 268 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Diamond Financial, LLC | History | No change | 5,579 | 268 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 5,539 | 266 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 5,511 | 265 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Single Point Partners, LLC | History | No change | 5,525 | 265 | 0.05% | 0.05% | 329 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Worth Asset Management, LLC | History | No change | 5,511 | 265 | 0.08% | 0.08% | 330 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 5,477 | 263 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aurelius Family Office LLC | History | No change | 5,339 | 256 | 0.1% | 0.1% | 332 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aspen Grove Capital, LLC | History | No change | 5,201 | 250 | 0.04% | 0.04% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,078 | 244 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Forty Two & Co. | History | No change | 5,067 | 243 | 0.21% | 0.21% | 335 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Range Advisory, LLC | History | No change | 5,058 | 243 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sensible Money, LLC | History | No change | 5,035 | 242 | 0.06% | 0.06% | 337 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,985 | 240 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MBL Wealth, LLC | History | No change | 5,000 | 240 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brickley Wealth Management | History | No change | 4,856 | 233 | 0.03% | 0.03% | 340 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 4,850 | 233 | 0.14% | 0.14% | 341 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 4,830 | 232 | 0.17% | 0.17% | 342 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Facet Wealth, Inc. | History | No change | 4,820 | 231 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tribridge Partners Financial LLC | History | No change | 4,803 | 231 | 0.09% | 0.09% | 344 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,774 | 229 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,762 | 229 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 4,715 | 226 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Accredited Investors Inc. | History | No change | 4,690 | 225 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Manuka Financial, LLC | History | No change | 4,597 | 221 | 0.11% | 0.11% | 349 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advus Financial Partners, LLC | History | No change | 4,562 | 219 | 0.06% | 0.06% | 350 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 4,549 | 218 | 0.09% | 0.09% | 351 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Landmark Wealth Management, LLC | History | No change | 4,529 | 217 | 0.05% | 0.05% | 352 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 4,500 | 216 | 0.04% | 0.04% | 353 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Broussard Financial Group LLC | History | No change | 4,507 | 216 | 0.17% | 0.17% | 354 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 4,490 | 216 | 0.05% | 0.05% | 355 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,489 | 216 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parcion Private Wealth LLC | History | No change | 4,471 | 215 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | No change | 4,481 | 215 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4,464 | 214 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evanson Financial, LLC | History | No change | 4,433 | 213 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,420 | 212 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 4,402 | 211 | 0.09% | 0.09% | 362 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 4,339 | 208 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Auxano Advisors, LLC | History | No change | 4,316 | 207 | 0.04% | 0.04% | 364 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 4,224 | 203 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 4,218 | 202 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOTCO | History | No change | 3,921 | 188 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VANGUARD ADVISERS INC | History | No change | 3,714 | 178 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,715 | 178 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 3,612 | 173 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,155 | 151 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evolution Advisers, Inc. | History | No change | 3,153 | 151 | 0.06% | 0.06% | 372 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 3,016 | 145 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 2,933 | 141 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFG Advisory, LLC | History | No change | 2,910 | 140 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 2,646 | 127 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,633 | 126 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 2,625 | 126 | 0.06% | 0.06% | 378 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,600 | 125 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meramec Financial Planners, LLC | History | No change | 2,600 | 125 | 0.05% | 0.05% | 380 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,590 | 124 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,570 | 123 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 2,439 | 117 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raleigh Capital Management Inc. | History | No change | 2,377 | 114 | 0.04% | 0.04% | 384 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Trust, LLC | History | No change | 2,361 | 113 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,303 | 110 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAYBAN | History | No change | 2,251 | 108 | 0.08% | 0.08% | 387 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,239 | 107 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Daytona Street Capital LLC | History | No change | 2,198 | 106 | 0.08% | 0.08% | 389 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,089 | 100 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Access Investment Management LLC | History | No change | 2,000 | 96 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,969 | 95 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,951 | 94 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,927 | 93 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,912 | 92 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Newton One Investments LLC | History | No change | 1,904 | 91 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,899 | 91 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,870 | 89 | 0.07% | 0.07% | 398 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 1,768 | 85 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 1,773 | 85 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,766 | 84 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 1,702 | 81 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Operose Advisors LLC | History | No change | 1,693 | 81 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,447 | 71 | 0.01% | 0.01% | 404 | -989 | -40.6% | Q3 2026 | Oct 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,399 | 67 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,391 | 66 | 0.04% | 0.04% | 406 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,252 | 60 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCF Advisors LLC | History | No change | 1,190 | 57 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kilter Group LLC | History | No change | 1,196 | 57 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,120 | 53 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,088 | 52 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Abound Wealth Management | History | No change | 1,028 | 49 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,000 | 48 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CX Institutional | History | No change | 958 | 48 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| WealthCollab, LLC | History | No change | 1,013 | 48 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 986 | 47 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 983 | 47 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 970 | 46 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RED REEF ADVISORS LLC | History | No change | 955 | 45 | 0.04% | 0.04% | 419 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 928 | 44 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dunhill Financial, LLC | History | No change | 916 | 44 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 911 | 43 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fairway Wealth LLC | History | No change | 879 | 42 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crews Bank & Trust | History | No change | 806 | 38 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UMB Bank, n.a. | History | No change | 750 | 36 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 685 | 33 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Front Row Advisors LLC | History | No change | 662 | 33 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 706 | 33 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 673 | 32 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independence Bank of Kentucky | History | No change | 684 | 32 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Smithfield Trust Co | History | No change | 589 | 29 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 616 | 29 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Activest Wealth Management | History | No change | 611 | 29 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 594 | 28 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROFFITT & GOODSON INC | History | No change | 559 | 26 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HOWE & RUSLING INC | History | No change | 522 | 25 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 537 | 25 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ancora Advisors LLC | History | No change | 502 | 24 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 500 | 24 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| TFC Financial Management, Inc. | History | No change | 479 | 23 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Burk Holdings LLC | History | No change | 494 | 23 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 467 | 22 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 450 | 21 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 440 | 21 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 4Thought Financial Group Inc. | History | No change | 379 | 18 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vanguard National Trust Co | History | No change | 386 | 18 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 348 | 17 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 372 | 17 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 369 | 17 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 353 | 16 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 340 | 16 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFS Partners, LLC | History | No change | 346 | 16 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 331 | 15 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 300 | 14 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | No change | 278 | 13 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 258 | 12 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | No change | 263 | 12 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 265 | 12 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 245 | 11 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wagner Wealth Management, LLC | History | No change | 246 | 11 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 214 | 10 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 210 | 10 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Key Capital Management, INC | History | No change | 212 | 10 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | No change | 198 | 9 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 204 | 9 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CrossGen Wealth, LLC | History | No change | 190 | 9 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 150 | 7 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 160 | 7 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Harborfront Financial Group LLC | History | No change | 162 | 7 | 0.03% | 0.03% | 469 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JDM Financial Group LLC | History | No change | 131 | 6 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 138 | 6 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 122 | 5 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HM PAYSON & CO | History | No change | 110 | 5 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 108 | 5 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triumph Capital Management | History | No change | 107 | 5 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 120 | 5 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Synergy Investment Management, LLC | History | No change | 119 | 5 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 114 | 5 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 87 | 4 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kozak & Associates, Inc. | History | No change | 87 | 4 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 89 | 4 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 64 | 3 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 74 | 3 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 71 | 3 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Archer Investment Corp | History | No change | 83 | 3 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Continuum Advisory, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Napier Financial, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BESSEMER GROUP INC | History | No change | 50 | 2 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 54 | 2 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 57 | 2 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 58 | 2 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 52 | 2 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 12 | 1 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Community Bank, N.A. | History | No change | 33 | 1 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Solstein Capital, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Addison Advisors LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Street Group, LTD | History | No change | 37 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 36 | 1 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 25 | 1 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Downshift Financial, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Noble Wealth Management PBC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cordant, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valued Wealth Advisors LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mosley Wealth Management | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Graney & King, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Networth Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |