SCHWAB STRATEGIC TRUST - SCHG

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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Investor	History	Status	Shares held	Market value ($000)	% of portfolio	Previous %	Rank	Change in shares	% change in shares	Source	Date reported
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	History	No change	121,984,901	4,127,969	0.55%	0.55%	1	0	0.0%	Q2 2026	Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	61,784,989	2,090,804	0.49%	0.49%	2	0	0.0%	Q2 2026	Sep 23, 2026
SEI INVESTMENTS CO	History	No change	47,660,218	1,612,821	1.42%	1.42%	3	0	0.0%	Q2 2026	Aug 14, 2026
Financial Engines Advisors L.L.C.	History	No change	39,212,098	1,326,937	2.36%	2.36%	4	0	0.0%	Q2 2026	Aug 14, 2026
LPL Financial LLC	History	No change	38,293,135	1,295,839	0.29%	0.29%	5	0	0.0%	Q2 2026	Aug 07, 2026
Mariner, LLC	History	No change	19,308,603	653,393	0.69%	0.69%	6	0	0.0%	Q2 2026	Aug 13, 2026
Cetera Investment Advisers	History	No change	19,036,117	644,182	0.59%	0.59%	7	0	0.0%	Q2 2026	Aug 12, 2026
OSAIC HOLDINGS, INC.	History	No change	18,396,878	622,575	0.73%	0.73%	8	0	0.0%	Q2 2026	Aug 14, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC	History	No change	17,067,494	577,563	4.32%	4.32%	9	0	0.0%	Q2 2026	Aug 05, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	16,967,726	574,187	0.16%	0.16%	10	0	0.0%	Q2 2026	Aug 14, 2026
AMERIPRISE FINANCIAL INC	History	No change	16,012,825	542,070	0.11%	0.11%	11	0	0.0%	Q2 2026	Aug 14, 2026
Avantax Planning Partners, Inc.	History	No change	14,951,817	505,969	12.59%	12.59%	12	0	0.0%	Q2 2026	Jul 28, 2026
Fund Evaluation Group, LLC	History	No change	14,648,669	495,656	13.38%	13.38%	13	0	0.0%	Q2 2026	Aug 07, 2026
MATHER GROUP, LLC.	History	No change	13,008,967	440,223	3.84%	3.84%	14	0	0.0%	Q2 2026	Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	10,969,343	371,202	0.2%	0.2%	15	0	0.0%	Q2 2026	Aug 12, 2026
MML INVESTORS SERVICES, LLC	History	No change	10,841,383	366,872	0.75%	0.75%	16	0	0.0%	Q2 2026	Aug 07, 2026
WELLS FARGO & COMPANY/MN	History	No change	10,473,435	354,421	0.06%	0.06%	17	0	0.0%	Q2 2026	Aug 14, 2026
MORGAN STANLEY	History	No change	9,519,537	322,141	0.02%	0.02%	18	0	0.0%	Q2 2026	Aug 13, 2026
McAdam, LLC	History	No change	8,537,060	288,894	11.16%	11.16%	19	0	0.0%	Q2 2026	Aug 04, 2026
BANK OF AMERICA CORP /DE/	History	No change	8,445,311	285,789	0.02%	0.02%	20	0	0.0%	Q2 2026	Aug 14, 2026
JPMORGAN CHASE & CO	History	No change	8,221,023	275,075	0.02%	0.02%	21	0	0.0%	Q2 2026	Aug 12, 2026
OneDigital Investment Advisors LLC	History	No change	7,776,295	263,149	2.22%	2.22%	22	0	0.0%	Q2 2026	Aug 06, 2026
HighTower Advisors, LLC	History	No change	7,356,889	248,957	0.24%	0.24%	23	0	0.0%	Q2 2026	Aug 05, 2026
Focus Partners Wealth	History	No change	6,836,103	231,333	0.24%	0.24%	24	0	0.0%	Q2 2026	Aug 12, 2026
Beacon Pointe Advisors, LLC	History	No change	6,744,828	228,244	1.06%	1.06%	25	0	0.0%	Q2 2026	Aug 18, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	6,662,859	225,471	1.67%	1.67%	26	0	0.0%	Q2 2026	Aug 14, 2026
RMG Wealth Management LLC	History	No change	5,875,545	209,228	21.58%	21.58%	27	0	0.0%	Q2 2026	Aug 13, 2026
Thrive Wealth Management, LLC	History	No change	5,430,697	183,774	23.35%	23.35%	28	0	0.0%	Q2 2026	Jul 07, 2026
Clark Capital Management Group, Inc.	History	No change	4,491,439	151,990	0.83%	0.83%	29	0	0.0%	Q2 2026	Aug 11, 2026
Focus Financial Network, Inc.	History	No change	4,361,225	147,583	4.57%	4.57%	30	0	0.0%	Q2 2026	Jul 09, 2026
Marquette Asset Management, LLC	History	No change	4,293,366	145,287	18.66%	18.66%	31	0	0.0%	Q2 2026	Jul 09, 2026
Golden Reserve Retirement LLC	History	No change	4,249,804	143,813	22.65%	22.65%	32	0	0.0%	Q2 2026	Aug 04, 2026
Krilogy Financial LLC	History	No change	3,745,015	126,731	3.75%	3.75%	33	0	0.0%	Q2 2026	Jul 27, 2026
HHM Wealth Advisors, LLC	History	No change	3,728,072	126,157	12.67%	12.67%	34	0	0.0%	Q2 2026	Jul 13, 2026
Waverly Advisors, LLC	History	No change	3,660,774	123,880	0.72%	0.72%	35	0	0.0%	Q2 2026	Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	3,627,963	122,770	0.15%	0.15%	36	0	0.0%	Q2 2026	Jul 29, 2026
PARK AVENUE SECURITIES LLC	History	No change	3,491,855	118,164	0.74%	0.74%	37	0	0.0%	Q2 2026	Jul 20, 2026
TRUIST FINANCIAL CORP	History	No change	3,403,303	115,167	0.14%	0.14%	38	0	0.0%	Q2 2026	Jul 28, 2026
Cerity Partners LLC	History	No change	3,902,668	113,142	0.14%	0.14%	39	0	0.0%	Q2 2026	Aug 14, 2026
UBS Group AG	History	No change	3,269,280	110,632	0.01%	0.01%	40	0	0.0%	Q2 2026	Aug 13, 2026
Creative Planning	History	No change	3,250,027	109,980	0.06%	0.06%	41	0	0.0%	Q2 2026	Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	3,211,989	108,694	0.18%	0.18%	42	0	0.0%	Q2 2026	Aug 14, 2026
RAINEY & RANDALL WEALTH ADVISORS INC.	History	No change	3,124,543	105,734	15.11%	15.11%	43	0	0.0%	Q2 2026	Jul 23, 2026
Gemmer Asset Management LLC	History	No change	3,100,787	104,930	7.05%	7.05%	44	0	0.0%	Q2 2026	Jul 15, 2026
Savvy Advisors, Inc.	History	No change	3,061,326	103,595	2.2%	2.2%	45	0	0.0%	Q2 2026	Aug 03, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	2,980,464	100,859	0.23%	0.23%	46	0	0.0%	Q2 2026	Jul 27, 2026
Legacy Financial Strategies, LLC	History	No change	2,937,132	99,392	15.39%	15.39%	47	0	0.0%	Q2 2026	Jul 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	2,898,121	98,130	0.54%	0.54%	48	0	0.0%	Q2 2026	Aug 14, 2026
ROYAL BANK OF CANADA	History	No change	2,872,709	97,212	0.01%	0.01%	49	0	0.0%	Q2 2026	Aug 14, 2026
Berger Financial Group, Inc	History	No change	2,842,453	96,188	4.91%	4.91%	50	0	0.0%	Q2 2026	Aug 04, 2026
Kestra Advisory Services, LLC	History	No change	2,689,962	91,028	0.29%	0.29%	51	0	0.0%	Q2 2026	Jul 28, 2026
ASSETMARK, INC	History	No change	2,587,733	87,568	0.15%	0.15%	52	0	0.0%	Q2 2026	Jul 30, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	No change	2,425,844	82,098	3.75%	3.75%	53	0	0.0%	Q2 2026	Jul 28, 2026
Charles Schwab Trust Co	History	No change	2,310,654	78,192	4.36%	4.36%	54	0	0.0%	Q2 2026	Jul 10, 2026
HRC WEALTH MANAGEMENT, LLC	History	No change	2,238,645	75,755	30.99%	30.99%	55	0	0.0%	Q2 2026	Jul 10, 2026
STIFEL FINANCIAL CORP	History	No change	2,221,385	75,171	0.06%	0.06%	56	0	0.0%	Q2 2026	Aug 12, 2026
Koshinski Asset Management, Inc.	History	No change	2,196,663	74,335	3.96%	3.96%	57	0	0.0%	Q2 2026	Jul 27, 2026
Prime Capital Investment Advisors, LLC	History	No change	2,128,665	72,034	0.7%	0.7%	58	0	0.0%	Q2 2026	Aug 05, 2026
MAI Capital Management	History	No change	2,095,721	70,919	0.27%	0.27%	59	0	0.0%	Q2 2026	Aug 14, 2026
Compound Planning, Inc.	History	No change	2,094,006	70,861	1.85%	1.85%	60	0	0.0%	Q2 2026	Aug 04, 2026
EXCHANGE TRADED CONCEPTS, LLC	History	No change	2,056,897	69,605	0.32%	0.32%	61	0	0.0%	Q2 2026	Aug 11, 2026
Nadler Financial Group, Inc.	History	No change	2,021,747	68,415	5.8%	5.8%	62	0	0.0%	Q2 2026	Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	1,892,340	65,569	0.11%	0.11%	63	0	0.0%	Q2 2026	Jul 15, 2026
BlueStem Wealth Partners, LLC	History	No change	1,924,760	65,133	6.49%	6.49%	64	0	0.0%	Q2 2026	Aug 11, 2026
Belpointe Asset Management LLC	History	No change	1,885,406	63,802	2.08%	2.08%	65	0	0.0%	Q2 2026	Jul 31, 2026
Kelman-Lazarov, Inc.	History	No change	1,882,199	63,693	8.34%	8.34%	66	0	0.0%	Q2 2026	Aug 10, 2026
Brio Consultants, LLC	History	No change	1,880,176	63,625	7.46%	7.46%	67	0	0.0%	Q2 2026	Aug 12, 2026
Bleakley Financial Group, LLC	History	No change	1,855,593	62,793	0.8%	0.8%	68	0	0.0%	Q2 2026	Aug 05, 2026
Merit Financial Group, LLC	History	No change	1,817,577	61,506	0.38%	0.38%	69	0	0.0%	Q2 2026	Jul 20, 2026
Black Diamond Financial, LLC	History	No change	1,780,462	60,250	5.31%	5.31%	70	0	0.0%	Q2 2026	Aug 04, 2026
Northern Capital Management, Inc.	History	No change	1,779,876	60,231	25.68%	25.68%	71	0	0.0%	Q2 2026	Jul 23, 2026
Main Street Financial Solutions, LLC	History	No change	1,771,594	59,950	3.84%	3.84%	72	0	0.0%	Q2 2026	Aug 07, 2026
Midwest Trust Co	History	No change	1,761,252	59,600	0.68%	0.68%	73	0	0.0%	Q2 2026	Aug 04, 2026
Midwest Capital Advisors, LLC	History	No change	1,739,571	58,867	23.91%	23.91%	74	0	0.0%	Q2 2026	Jul 28, 2026
HB Wealth Management, LLC	History	No change	1,723,874	58,335	0.33%	0.33%	75	0	0.0%	Q2 2026	Jul 29, 2026
BURKETT FINANCIAL SERVICES, LLC	History	Added to	1,620,809	58,235	17.57%	17.1%	76	+5,709	0.35%	Q3 2026	Oct 01, 2026
LOWE BROCKENBROUGH & CO INC	History	No change	1,713,342	57,979	2.58%	2.58%	77	0	0.0%	Q2 2026	Aug 03, 2026
XML Financial, LLC	History	No change	1,683,381	56,965	4.14%	4.14%	78	0	0.0%	Q2 2026	Jul 24, 2026
Schneider Downs Wealth Management Advisors, LP	History	No change	1,680,065	56,853	5.34%	5.34%	79	0	0.0%	Q2 2026	Aug 05, 2026
AFFINITY WEALTH LLC	History	No change	1,659,345	56,152	30.16%	30.16%	80	0	0.0%	Q2 2026	Aug 26, 2026
Integrated Wealth Concepts LLC	History	No change	1,602,761	54,237	0.35%	0.35%	81	0	0.0%	Q2 2026	Sep 08, 2026
Cornerstone Wealth Advisors, Inc.	History	No change	1,590,638	53,827	11.28%	11.28%	82	0	0.0%	Q2 2026	Jul 17, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	1,588,057	53,739	0.08%	0.08%	83	0	0.0%	Q2 2026	Aug 13, 2026
World Investment Advisors	History	No change	1,790,665	53,720	0.89%	0.89%	84	0	0.0%	Q2 2026	Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	1,626,152	53,405	0.02%	0.02%	85	0	0.0%	Q2 2026	Aug 14, 2026
Envestnet Portfolio Solutions, Inc.	History	No change	1,573,141	53,235	0.25%	0.25%	86	0	0.0%	Q2 2026	Sep 23, 2026
Savant Capital, LLC	History	No change	1,638,568	52,627	0.15%	0.15%	87	0	0.0%	Q2 2026	Aug 10, 2026
SOUTHERN MICHIGAN BANK & TRUST	History	No change	1,553,292	52,563	18.69%	18.69%	88	0	0.0%	Q2 2026	Jul 21, 2026
Focus Partners Advisor Solutions, LLC	History	No change	1,552,951	52,551	0.45%	0.45%	89	0	0.0%	Q2 2026	Aug 06, 2026
Ausdal Financial Partners, Inc.	History	No change	1,529,124	51,745	2.02%	2.02%	90	0	0.0%	Q2 2026	Aug 14, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	History	No change	1,522,032	51,505	10.91%	10.91%	91	0	0.0%	Q2 2026	Jul 27, 2026
Farther Finance Advisors, LLC	History	Added to	1,425,309	51,211	0.36%	0.23%	92	+538,279	60.68%	Q3 2026	Oct 08, 2026
Tradition Wealth Management, LLC	History	No change	1,491,128	50,459	3.08%	3.08%	93	0	0.0%	Q2 2026	Aug 11, 2026
Triton Wealth Management, PLLC	History	No change	1,465,478	50,163	15.41%	15.41%	94	0	0.0%	Q2 2026	Aug 05, 2026
Veery Capital, LLC	History	Added to	1,390,802	49,971	13.32%	12.56%	95	+8,619	0.62%	Q3 2026	Oct 07, 2026
GHP Investment Advisors, Inc.	History	No change	1,468,755	49,702	1.83%	1.83%	96	0	0.0%	Q2 2026	Jul 17, 2026
Summit Asset Management, LLC	History	No change	1,431,690	48,448	6.21%	6.21%	97	0	0.0%	Q2 2026	Aug 06, 2026
PRINCIPAL SECURITIES, INC.	History	No change	1,417,627	47,972	0.58%	0.58%	98	0	0.0%	Q2 2026	Aug 04, 2026
DRAVO BAY LLC	History	No change	1,412,717	47,806	16.54%	16.54%	99	0	0.0%	Q2 2026	Aug 11, 2026
Goepper Burkhardt LLC	History	No change	1,412,525	47,799	14.35%	14.35%	100	0	0.0%	Q2 2026	Aug 10, 2026
Visionary Wealth Advisors	History	No change	1,402,726	47,468	1.87%	1.87%	101	0	0.0%	Q2 2026	Aug 13, 2026
Financial Advisors Network, Inc.	History	No change	1,353,786	45,812	5.62%	5.62%	102	0	0.0%	Q2 2026	Aug 14, 2026
Vestwell Advisors, LLC	History	No change	1,339,414	45,325	10.85%	10.85%	103	0	0.0%	Q2 2026	Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	1,304,552	44,146	0.05%	0.05%	104	0	0.0%	Q2 2026	Aug 19, 2026
Facet Wealth, Inc.	History	No change	1,300,609	44,012	0.63%	0.63%	105	0	0.0%	Q2 2026	Jul 27, 2026
Provident Wealth Management, LLC	History	No change	1,277,545	43,232	11.13%	11.13%	106	0	0.0%	Q2 2026	Aug 04, 2026
BIP Wealth, LLC	History	No change	1,276,274	43,189	1.23%	1.23%	107	0	0.0%	Q2 2026	Aug 03, 2026
Curtis Advisory Group, LLC	History	No change	1,258,702	42,594	8.27%	8.27%	108	0	0.0%	Q2 2026	Jul 29, 2026
CHOREO, LLC	History	No change	1,252,805	42,393	0.47%	0.47%	109	0	0.0%	Q2 2026	Aug 04, 2026
Rollins Financial Advisors, LLC	History	No change	1,246,133	42,169	5.56%	5.56%	110	0	0.0%	Q2 2026	Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	1,271,593	41,759	0.01%	0.01%	111	0	0.0%	Q2 2026	Aug 14, 2026
Mokosak Advisory Group, LLC	History	No change	1,206,066	40,813	8.84%	8.84%	112	0	0.0%	Q2 2026	Aug 03, 2026
NOVEM GROUP	History	No change	1,192,374	40,349	4.08%	4.08%	113	0	0.0%	Q2 2026	Jul 21, 2026
Financial Synergies Wealth Advisors, Inc.	History	No change	1,180,275	39,940	3.39%	3.39%	114	0	0.0%	Q2 2026	Jul 17, 2026
FLC Capital Advisors	History	No change	1,168,501	39,542	6.36%	6.36%	115	0	0.0%	Q2 2026	Jul 20, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	1,149,139	38,886	4.32%	4.32%	116	0	0.0%	Q2 2026	Jul 29, 2026
Advisors Capital Management, LLC	History	No change	1,146,347	38,792	0.41%	0.41%	117	0	0.0%	Q2 2026	Aug 11, 2026
Serenity Investment Advisors	History	No change	1,097,595	38,525	16.42%	16.42%	118	0	0.0%	Q2 2026	Aug 24, 2026
Concurrent Investment Advisors, LLC	History	No change	1,137,010	38,476	0.33%	0.33%	119	0	0.0%	Q2 2026	Jul 27, 2026
SK Wealth Management, LLC	History	No change	1,069,513	38,320	8.63%	8.63%	120	0	0.0%	Q2 2026	Aug 11, 2026
Seneca Financial Advisors LLC	History	No change	1,105,650	37,415	9.72%	9.72%	121	0	0.0%	Q2 2026	Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	1,104,821	37,387	0.27%	0.27%	122	0	0.0%	Q2 2026	Jul 23, 2026
EP Wealth Advisors, LLC	History	No change	1,059,219	35,843	0.14%	0.14%	123	0	0.0%	Q2 2026	Aug 11, 2026
Richardson Capital Management LLC	History	No change	1,044,509	35,346	15.1%	15.1%	124	0	0.0%	Q2 2026	Jul 17, 2026
CRA Financial Services, LLC	History	No change	1,042,267	35,270	4.07%	4.07%	125	0	0.0%	Q2 2026	Jul 24, 2026
CERTUITY, LLC	History	No change	1,038,460	35,141	1.73%	1.73%	126	0	0.0%	Q2 2026	Jul 28, 2026
Fortis Capital Advisors, LLC	History	No change	1,035,142	35,029	3.94%	3.94%	127	0	0.0%	Q2 2026	Jul 31, 2026
Invst, LLC	History	No change	1,029,556	34,840	3.4%	3.4%	128	0	0.0%	Q2 2026	Aug 14, 2026
MGO ONE SEVEN LLC	History	No change	1,024,415	34,666	0.57%	0.57%	129	0	0.0%	Q2 2026	Jul 31, 2026
Milestone Investment Advisors LLC	History	No change	1,003,833	33,969	7.34%	7.34%	130	0	0.0%	Q2 2026	Aug 14, 2026
CITIGROUP INC	History	No change	1,000,651	33,862	0.01%	0.01%	131	0	0.0%	Q2 2026	Aug 03, 2026
Garde Capital, Inc.	History	No change	994,564	33,656	1.51%	1.51%	132	0	0.0%	Q2 2026	Jul 31, 2026
Global Retirement Partners, LLC	History	No change	991,286	33,545	0.51%	0.51%	133	0	0.0%	Q2 2026	Aug 06, 2026
Sequoia Financial Advisors, LLC	History	No change	991,224	33,543	0.17%	0.17%	134	0	0.0%	Q2 2026	Jul 17, 2026
Pacific Wealth Strategies Group, Inc.	History	No change	984,089	33,301	19.14%	19.14%	135	0	0.0%	Q2 2026	Jul 17, 2026
Summit Financial, LLC	History	No change	977,847	33,090	0.36%	0.36%	136	0	0.0%	Q2 2026	Aug 12, 2026
VISIONARY HORIZONS, LLC	History	No change	976,851	33,056	13.82%	13.82%	137	0	0.0%	Q2 2026	Jul 16, 2026
Sigma Planning Corp	History	No change	965,245	32,663	0.82%	0.82%	138	0	0.0%	Q2 2026	Aug 07, 2026
THREADGILL FINANCIAL, LLC	History	No change	959,491	32,331	13.33%	13.33%	139	0	0.0%	Q2 2026	Jul 08, 2026
IFP Advisors, Inc	History	No change	937,753	31,733	0.57%	0.57%	140	0	0.0%	Q2 2026	Jul 20, 2026
DONALDSON CAPITAL MANAGEMENT, LLC	History	No change	937,247	31,716	0.91%	0.91%	141	0	0.0%	Q2 2026	Aug 05, 2026
Ignite Planners, LLC	History	No change	936,080	31,683	4.35%	4.35%	142	0	0.0%	Q2 2026	Jul 23, 2026
Ally Invest Advisors Inc.	History	No change	934,561	31,625	1.91%	1.91%	143	0	0.0%	Q2 2026	Aug 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	History	No change	931,425	31,519	0.41%	0.41%	144	0	0.0%	Q2 2026	Jul 15, 2026
BALLAST ADVISORS LLC	History	No change	916,483	31,013	7.39%	7.39%	145	0	0.0%	Q2 2026	Aug 12, 2026
Modera Wealth Management, LLC	History	No change	907,291	30,702	0.33%	0.33%	146	0	0.0%	Q2 2026	Aug 03, 2026
TD PRIVATE CLIENT WEALTH LLC	History	No change	892,451	30,200	0.55%	0.55%	147	0	0.0%	Q2 2026	Aug 04, 2026
Meridian Wealth Management, LLC	History	No change	889,403	30,097	0.93%	0.93%	148	0	0.0%	Q2 2026	Aug 05, 2026
KRM WEALTH MANAGEMENT L.L.C.	History	No change	889,375	30,096	13.24%	13.24%	149	0	0.0%	Q2 2026	Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	876,047	29,645	0.0%	0.0%	150	0	0.0%	Q2 2026	Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP	History	No change	867,299	29,349	0.36%	0.36%	151	0	0.0%	Q2 2026	Jul 20, 2026
Perigon Wealth Management, LLC	History	No change	865,290	29,281	0.46%	0.46%	152	0	0.0%	Q2 2026	Aug 07, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	History	No change	862,230	29,177	8.28%	8.28%	153	0	0.0%	Q2 2026	Jul 24, 2026
Carolina Wealth Management Inc	History	No change	861,164	29,141	13.41%	13.41%	154	0	0.0%	Q2 2026	Aug 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	No change	833,309	28,199	1.14%	1.14%	155	0	0.0%	Q2 2026	Jul 27, 2026
Steffes Financial, Ltd.	History	No change	832,673	28,177	12.16%	12.16%	156	0	0.0%	Q2 2026	Aug 14, 2026
Brookstone Capital Management	History	No change	830,359	28,099	0.28%	0.28%	157	0	0.0%	Q2 2026	Jul 15, 2026
Capital Planning LLC	History	No change	828,430	28,034	8.16%	8.16%	158	0	0.0%	Q2 2026	Jul 22, 2026
UNIQUE WEALTH, LLC	History	No change	826,801	27,978	3.26%	3.26%	159	0	0.0%	Q2 2026	Jul 21, 2026
Souders Financial Advisors	History	No change	818,488	27,697	2.79%	2.79%	160	0	0.0%	Q2 2026	Aug 05, 2026
HOWARD FINANCIAL SERVICES, LTD.	History	No change	816,706	27,637	2.76%	2.76%	161	0	0.0%	Q2 2026	Jul 07, 2026
MOR Wealth Management, LLC	History	No change	796,661	26,959	10.73%	10.73%	162	0	0.0%	Q2 2026	Aug 06, 2026
Persium Advisors, LLC	History	Reduced	745,686	26,792	14.03%	17.46%	163	-45,426	-5.74%	Q3 2026	Oct 07, 2026
SkyOak Wealth, LLC	History	No change	786,395	26,611	4.35%	4.35%	164	0	0.0%	Q2 2026	Jul 30, 2026
DAGCO, INC.	History	No change	780,001	26,395	4.88%	4.88%	165	0	0.0%	Q2 2026	Jul 10, 2026
Denver PWM, LLC	History	No change	736,549	26,361	8.62%	8.62%	166	0	0.0%	Q2 2026	Aug 17, 2026
Equitable Holdings, Inc.	History	No change	777,590	26,313	0.16%	0.16%	167	0	0.0%	Q2 2026	Aug 17, 2026
Friday Financial	History	No change	756,729	25,963	6.95%	6.95%	168	0	0.0%	Q2 2026	Jul 09, 2026
Ethos Financial Group, LLC	History	No change	776,885	25,823	1.73%	1.73%	169	0	0.0%	Q2 2026	Aug 07, 2026
SPRENG CAPITAL MANAGEMENT, INC.	History	No change	752,496	25,464	9.26%	9.26%	170	0	0.0%	Q2 2026	Jul 15, 2026
Stratos Wealth Advisors, LLC	History	No change	749,286	25,355	1.39%	1.39%	171	0	0.0%	Q2 2026	Aug 11, 2026
Weaver Capital Management LLC	History	No change	858,729	25,014	5.51%	5.51%	172	0	0.0%	Q2 2026	Jul 30, 2026
LOWERY THOMAS, LLC	History	No change	737,508	24,951	12.19%	12.19%	173	0	0.0%	Q2 2026	Jul 29, 2026
HARBOUR INVESTMENTS, INC.	History	No change	734,379	24,851	0.33%	0.33%	174	0	0.0%	Q2 2026	Aug 12, 2026
Seek First Inc.	History	No change	728,152	24,640	15.56%	15.56%	175	0	0.0%	Q2 2026	Jul 28, 2026
Harbor Group, Inc.	History	No change	725,767	24,559	2.88%	2.88%	176	0	0.0%	Q2 2026	Jul 22, 2026
WBH ADVISORY INC	History	No change	725,363	24,546	1.65%	1.65%	177	0	0.0%	Q2 2026	Aug 05, 2026
Mutual Advisors, LLC	History	No change	724,892	24,530	0.46%	0.46%	178	0	0.0%	Q2 2026	Aug 14, 2026
Compass Financial Group, INC/SD	History	No change	707,307	23,935	2.75%	2.75%	179	0	0.0%	Q2 2026	Aug 04, 2026
FSM Wealth Advisors, LLC	History	No change	703,560	23,808	2.54%	2.54%	180	0	0.0%	Q2 2026	Jul 15, 2026
Redhawk Wealth Advisors, Inc.	History	No change	702,640	23,777	2.34%	2.34%	181	0	0.0%	Q2 2026	Jul 09, 2026
PACES FERRY WEALTH ADVISORS, LLC	History	No change	693,962	23,483	8.7%	8.7%	182	0	0.0%	Q2 2026	Aug 13, 2026
Compass Advisory Group LLC	History	No change	692,205	23,424	5.57%	5.57%	183	0	0.0%	Q2 2026	Aug 11, 2026
Sanctuary Advisors, LLC	History	No change	686,962	23,246	0.11%	0.11%	184	0	0.0%	Q2 2026	Aug 13, 2026
Brady Martz Wealth Solutions, LLC	History	No change	681,131	23,049	3.48%	3.48%	185	0	0.0%	Q2 2026	Jul 23, 2026
Allegheny Financial Group	History	No change	678,496	22,960	2.44%	2.44%	186	0	0.0%	Q2 2026	Jul 22, 2026
NewEdge Advisors, LLC	History	No change	668,557	22,623	0.07%	0.07%	187	0	0.0%	Q2 2026	Aug 12, 2026
Lido Advisors, LLC	History	No change	665,083	22,506	0.06%	0.06%	188	0	0.0%	Q2 2026	Aug 07, 2026
Quantinno Capital Management LP	History	No change	662,743	22,427	0.03%	0.03%	189	0	0.0%	Q2 2026	Aug 13, 2026
CDKV HOLDINGS LLC	History	No change	659,075	22,303	17.43%	17.43%	190	0	0.0%	Q2 2026	Jul 30, 2026
Meriwether Wealth & Planning, LLC	History	No change	656,757	22,224	11.02%	11.02%	191	0	0.0%	Q2 2026	Jul 08, 2026
INVENIO WEALTH PARTNERS LLC	History	No change	651,596	22,050	7.9%	7.9%	192	0	0.0%	Q2 2026	Jul 30, 2026
Paradigm, Strategies in Wealth Management, LLC	History	No change	649,198	21,968	13.39%	13.39%	193	0	0.0%	Q2 2026	Jul 21, 2026
Ackerman Capital Advisors, LLC	History	No change	649,144	21,967	4.42%	4.42%	194	0	0.0%	Q2 2026	Jul 30, 2026
OPPENHEIMER & CO INC	History	No change	643,381	21,772	0.23%	0.23%	195	0	0.0%	Q2 2026	Aug 03, 2026
Private Advisor Group, LLC	History	No change	639,835	21,652	0.1%	0.1%	196	0	0.0%	Q2 2026	Jul 27, 2026
Allworth Financial LP	History	No change	636,680	21,545	0.09%	0.09%	197	0	0.0%	Q2 2026	Aug 11, 2026
LCNB CORP	History	No change	632,901	21,417	6.57%	6.57%	198	0	0.0%	Q2 2026	Aug 10, 2026
B & T Capital Management DBA Alpha Capital Management	History	No change	632,037	21,388	2.78%	2.78%	199	0	0.0%	Q2 2026	Aug 07, 2026
RKL Wealth Management LLC	History	No change	627,716	21,241	1.69%	1.69%	200	0	0.0%	Q2 2026	Aug 10, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	History	Reduced	590,341	21,210	11.48%	10.93%	201	-8,094	-1.35%	Q3 2026	Oct 06, 2026
Composition Wealth, LLC	History	No change	624,732	21,140	0.25%	0.25%	202	0	0.0%	Q2 2026	Jul 22, 2026
Nvest Wealth Strategies, Inc.	History	No change	620,125	20,985	13.12%	13.12%	203	0	0.0%	Q2 2026	Jul 10, 2026
Code Waechter LLC	History	No change	611,454	20,691	10.7%	10.7%	204	0	0.0%	Q2 2026	Jul 31, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	No change	606,001	20,507	0.21%	0.21%	205	0	0.0%	Q2 2026	Aug 14, 2026
Verdence Capital Advisors LLC	History	No change	601,109	20,341	1.07%	1.07%	206	0	0.0%	Q2 2026	Jul 29, 2026
Bogart Wealth, LLC	History	No change	600,089	20,307	0.7%	0.7%	207	0	0.0%	Q2 2026	Jul 24, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	600,051	20,305	0.44%	0.44%	208	0	0.0%	Q2 2026	Jul 17, 2026
FMR LLC	History	No change	597,020	20,203	0.0%	0.0%	209	0	0.0%	Q2 2026	Aug 13, 2026
Clark Wealth Partners	History	No change	594,282	20,110	11.35%	11.35%	210	0	0.0%	Q2 2026	Jul 28, 2026
James J. Burns & Company, LLC	History	No change	588,416	19,912	2.16%	2.16%	211	0	0.0%	Q2 2026	Aug 06, 2026
Payne Capital Management, LLC	History	No change	580,688	19,650	5.24%	5.24%	212	0	0.0%	Q2 2026	Aug 14, 2026
Whitaker-Myers Wealth Managers, LTD.	History	No change	579,315	19,604	3.27%	3.27%	213	0	0.0%	Q2 2026	Jul 08, 2026
Global Strategic Investment Solutions, LLC	History	No change	574,406	19,437	1.72%	1.72%	214	0	0.0%	Q2 2026	Aug 07, 2026
Weinberger Asset Management, Inc	History	No change	560,085	19,138	6.14%	6.14%	215	0	0.0%	Q2 2026	Aug 05, 2026
KICKSTAND VENTURES, LLC.	History	No change	563,859	19,080	3.47%	3.47%	216	0	0.0%	Q2 2026	Jul 30, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE	History	No change	560,486	18,966	2.58%	2.58%	217	0	0.0%	Q2 2026	Jul 20, 2026
Keystone Global Partners, LLC	History	No change	560,288	18,960	7.17%	7.17%	218	0	0.0%	Q2 2026	Jul 16, 2026
Oasis Advisors, LLC	History	No change	560,237	18,958	12.3%	12.3%	219	0	0.0%	Q2 2026	Jul 30, 2026
Team Financial Group, LLC	History	No change	557,480	18,865	8.01%	8.01%	220	0	0.0%	Q2 2026	Jul 10, 2026
US BANCORP \DE\	History	No change	552,455	18,695	0.02%	0.02%	221	0	0.0%	Q2 2026	Aug 12, 2026
Advisory Services Network, LLC	History	No change	549,841	18,606	0.21%	0.21%	222	0	0.0%	Q2 2026	Aug 12, 2026
USAdvisors Wealth Management, LLC	History	No change	548,358	18,556	5.32%	5.32%	223	0	0.0%	Q2 2026	Jul 29, 2026
CAPITAL WEALTH MANAGEMENT, LLC	History	No change	547,416	18,524	4.45%	4.45%	224	0	0.0%	Q2 2026	Jul 09, 2026
J.W. COLE ADVISORS, INC.	History	No change	543,703	18,398	0.32%	0.32%	225	0	0.0%	Q2 2026	Jul 21, 2026
Strategic Family Wealth Counselors, L.L.C.	History	No change	540,636	18,295	4.26%	4.26%	226	0	0.0%	Q2 2026	Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	No change	539,194	18,246	0.34%	0.34%	227	0	0.0%	Q2 2026	Jul 15, 2026
Kaizen Financial Strategies	History	No change	519,599	17,723	5.76%	5.76%	228	0	0.0%	Q2 2026	Jul 30, 2026
Genesee Capital Advisors, LLC	History	No change	523,577	17,717	5.58%	5.58%	229	0	0.0%	Q2 2026	Aug 06, 2026
Atria Investments, Inc	History	No change	518,232	17,536	0.18%	0.18%	230	0	0.0%	Q2 2026	Jul 28, 2026
Aspen Wealth Strategies, LLC	History	No change	518,026	17,530	8.48%	8.48%	231	0	0.0%	Q2 2026	Aug 07, 2026
Skyline Advisors, Inc.	History	No change	516,796	17,488	5.49%	5.49%	232	0	0.0%	Q2 2026	Jul 20, 2026
Curbstone Financial Management Corp	History	No change	509,595	17,244	2.94%	2.94%	233	0	0.0%	Q2 2026	Jul 14, 2026
IFS Advisors, LLC	History	No change	501,330	16,965	8.12%	8.12%	234	0	0.0%	Q2 2026	Aug 10, 2026
Simplicity Wealth,LLC	History	No change	498,343	16,863	0.57%	0.57%	235	0	0.0%	Q2 2026	Aug 06, 2026
SAGE FINANCIAL GROUP INC	History	No change	495,236	16,758	0.93%	0.93%	236	0	0.0%	Q2 2026	Jul 21, 2026
Wealthcare Advisory Partners LLC	History	No change	493,453	16,698	0.32%	0.32%	237	0	0.0%	Q2 2026	Jul 09, 2026
MinichMacGregor Wealth Management, LLC	History	No change	491,767	16,641	2.52%	2.52%	238	0	0.0%	Q2 2026	Jul 16, 2026
INTEGRITY ALLIANCE, LLC.	History	No change	488,043	16,515	0.52%	0.52%	239	0	0.0%	Q2 2026	Jul 31, 2026
Next Level Wealth Planning, LLC	History	No change	480,417	16,257	7.16%	7.16%	240	0	0.0%	Q2 2026	Jul 30, 2026
ProVise Management Group, LLC	History	No change	479,214	16,216	1.09%	1.09%	241	0	0.0%	Q2 2026	Aug 03, 2026
Clay Northam Wealth Management, LLC	History	No change	479,132	16,213	7.98%	7.98%	242	0	0.0%	Q2 2026	Aug 10, 2026
Fiduciary Alliance LLC	History	No change	473,227	16,014	1.08%	1.08%	243	0	0.0%	Q2 2026	Jul 20, 2026
D.A. DAVIDSON & CO.	History	No change	471,962	15,971	0.09%	0.09%	244	0	0.0%	Q2 2026	Jul 24, 2026
DAHRING \| CUSMANO LLC	History	No change	468,147	15,842	8.35%	8.35%	245	0	0.0%	Q2 2026	Jul 28, 2026
YHB Investment Advisors, Inc.	History	Reduced	439,895	15,805	1.0%	0.96%	246	-3,743	-0.84%	Q3 2026	Oct 08, 2026
Three Magnolias Financial Advisors, LLC	History	No change	463,988	15,701	8.75%	8.75%	247	0	0.0%	Q2 2026	Jul 31, 2026
Arista Wealth Management, LLC	History	No change	460,164	15,571	1.68%	1.68%	248	0	0.0%	Q2 2026	Jul 08, 2026
SUMMITPOINT CAPITAL MANAGEMENT	History	No change	455,079	15,399	16.6%	16.6%	249	0	0.0%	Q2 2026	Aug 13, 2026
Martel Wealth Advisors LLC	History	No change	448,035	15,161	2.38%	2.38%	250	0	0.0%	Q2 2026	Jul 13, 2026
Mainsail Financial Group, LLC	History	No change	445,973	15,091	5.13%	5.13%	251	0	0.0%	Q2 2026	Jul 15, 2026
Prosperitas Financial LLC	History	No change	443,562	15,010	4.81%	4.81%	252	0	0.0%	Q2 2026	Aug 19, 2026
Juno Financial Group LLC	History	No change	442,141	14,962	5.31%	5.31%	253	0	0.0%	Q2 2026	Aug 04, 2026
Chicago Partners Investment Group LLC	History	No change	447,094	14,932	0.3%	0.3%	254	0	0.0%	Q2 2026	Jul 29, 2026
Peak Wealth Management LLC	History	No change	440,546	14,908	10.46%	10.46%	255	0	0.0%	Q2 2026	Jul 14, 2026
Schaeffer Financial LLC	History	No change	440,212	14,896	11.52%	11.52%	256	0	0.0%	Q2 2026	Aug 03, 2026
CVA Family Office, LLC	History	No change	439,964	14,888	1.35%	1.35%	257	0	0.0%	Q2 2026	Aug 07, 2026
Stratos Wealth Partners, LTD.	History	No change	436,884	14,784	0.15%	0.15%	258	0	0.0%	Q2 2026	Aug 11, 2026
Elite Financial, Inc.	History	No change	435,197	14,727	5.95%	5.95%	259	0	0.0%	Q2 2026	Aug 13, 2026
Asset Allocation Strategies LLC	History	No change	432,563	14,637	2.26%	2.26%	260	0	0.0%	Q2 2026	Aug 17, 2026
Kingsview Wealth Management, LLC	History	No change	432,416	14,632	0.18%	0.18%	261	0	0.0%	Q2 2026	Aug 18, 2026
Accel Wealth Management	History	No change	425,646	14,403	3.24%	3.24%	262	0	0.0%	Q2 2026	Jul 10, 2026
GILL CAPITAL PARTNERS, LLC	History	No change	425,446	14,397	3.81%	3.81%	263	0	0.0%	Q2 2026	Aug 20, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA	History	No change	425,185	14,388	0.56%	0.56%	264	0	0.0%	Q2 2026	Aug 05, 2026
Per Stirling Capital Management, LLC.	History	No change	422,899	14,310	1.36%	1.36%	265	0	0.0%	Q2 2026	Aug 14, 2026
Revolve Wealth Partners, LLC	History	No change	421,950	14,278	1.48%	1.48%	266	0	0.0%	Q2 2026	Jul 09, 2026
AMI INVESTMENT MANAGEMENT INC	History	No change	419,819	14,206	3.02%	3.02%	267	0	0.0%	Q2 2026	Jul 15, 2026
One Capital Management, LLC	History	No change	486,711	14,177	0.39%	0.39%	268	0	0.0%	Q2 2026	Aug 13, 2026
Christensen, King & Associates Investment Services, Inc.	History	No change	418,771	14,171	5.63%	5.63%	269	0	0.0%	Q2 2026	Jul 14, 2026
Vestmark Advisory Solutions, Inc.	History	No change	417,289	14,121	0.13%	0.13%	270	0	0.0%	Q2 2026	Aug 14, 2026
B&D White Capital Company, LLC	History	No change	415,502	14,060	1.4%	1.4%	271	0	0.0%	Q2 2026	Jul 31, 2026
Betterment LLC	History	No change	415,302	14,054	0.02%	0.02%	272	0	0.0%	Q2 2026	Aug 14, 2026
Rockefeller Capital Management L.P.	History	No change	411,601	13,928	0.02%	0.02%	273	0	0.0%	Q2 2026	Aug 13, 2026
Leeward Financial Partners, LLC	History	No change	411,525	13,925	3.65%	3.65%	274	0	0.0%	Q2 2026	Aug 06, 2026
Powers Advisory Group, LLC	History	No change	407,333	13,784	4.32%	4.32%	275	0	0.0%	Q2 2026	Jul 31, 2026
Arax Advisory Partners	History	No change	406,763	13,764	0.09%	0.09%	276	0	0.0%	Q2 2026	Aug 10, 2026
AE Wealth Management LLC	History	No change	406,437	13,753	0.06%	0.06%	277	0	0.0%	Q2 2026	Aug 03, 2026
Vista Cima Wealth Management LLC	History	No change	403,164	13,643	10.16%	10.16%	278	0	0.0%	Q2 2026	Aug 07, 2026
HBW ADVISORY SERVICES LLC	History	No change	403,078	13,640	1.23%	1.23%	279	0	0.0%	Q2 2026	Jul 16, 2026
CERTIOR FINANCIAL GROUP, LLC	History	No change	400,233	13,543	7.42%	7.42%	280	0	0.0%	Q2 2026	Jul 20, 2026
Storen Legacy Partners, LLC	History	No change	397,800	13,461	3.67%	3.67%	281	0	0.0%	Q2 2026	Jul 17, 2026
Heritage Wealth Management, Inc. /CA/	History	No change	389,301	13,173	5.0%	5.0%	282	0	0.0%	Q2 2026	Jul 22, 2026
Ameritas Advisory Services, LLC	History	No change	387,811	13,123	0.26%	0.26%	283	0	0.0%	Q2 2026	Aug 14, 2026
PFG Advisors	History	No change	385,935	13,060	0.66%	0.66%	284	0	0.0%	Q2 2026	Jul 16, 2026
Bravera Wealth	History	No change	383,079	12,963	4.97%	4.97%	285	0	0.0%	Q2 2026	Jul 23, 2026
William Mack & Associates, Inc.	History	No change	379,763	12,851	4.53%	4.53%	286	0	0.0%	Q2 2026	Jul 10, 2026
TriaGen Wealth Management LLC	History	No change	377,702	12,781	3.2%	3.2%	287	0	0.0%	Q2 2026	Jul 21, 2026
Archford Capital Strategies, LLC	History	No change	375,554	12,708	1.29%	1.29%	288	0	0.0%	Q2 2026	Jul 17, 2026
Ring Mountain Capital, LLC	History	No change	374,902	12,686	5.32%	5.32%	289	0	0.0%	Q2 2026	Aug 11, 2026
Portus Wealth Advisors, LLC	History	No change	372,412	12,602	10.37%	10.37%	290	0	0.0%	Q2 2026	Jul 21, 2026
Murphy, Middleton, Hinkle & Parker, Inc.	History	No change	367,676	12,442	5.06%	5.06%	291	0	0.0%	Q2 2026	Jul 14, 2026
Certified Advisory Corp	History	No change	365,708	12,375	1.0%	1.0%	292	0	0.0%	Q2 2026	Jul 16, 2026
Schwallier Wealth Management LLC	History	No change	365,484	12,367	7.81%	7.81%	293	0	0.0%	Q2 2026	Aug 14, 2026
Clear Point Advisors Inc.	History	No change	362,906	12,280	10.88%	10.88%	294	0	0.0%	Q2 2026	Jul 28, 2026
Womack Financial LLC	History	No change	362,029	12,251	8.1%	8.1%	295	0	0.0%	Q2 2026	Aug 13, 2026
McCarthy Asset Management, Inc.	History	No change	361,545	12,234	5.8%	5.8%	296	0	0.0%	Q2 2026	Aug 10, 2026
CALTON & ASSOCIATES, INC.	History	No change	359,676	12,171	1.78%	1.78%	297	0	0.0%	Q2 2026	Aug 10, 2026
Everhart Financial Group, Inc.	History	Reduced	337,943	12,142	0.75%	0.75%	298	-6,794	-1.97%	Q3 2026	Oct 08, 2026
REGIMEN WEALTH, LLC	History	No change	357,556	12,099	3.26%	3.26%	299	0	0.0%	Q2 2026	Aug 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	No change	355,283	12,022	0.15%	0.15%	300	0	0.0%	Q2 2026	Aug 13, 2026
Blom & Howell Financial Planning, Inc.	History	No change	351,261	11,886	9.9%	9.9%	301	0	0.0%	Q2 2026	Aug 04, 2026
Retirement Planning Group, LLC	History	No change	349,899	11,840	0.3%	0.3%	302	0	0.0%	Q2 2026	Aug 05, 2026
FLAGSHIP WEALTH ADVISORS, LLC	History	No change	349,514	11,827	2.65%	2.65%	303	0	0.0%	Q2 2026	Jul 27, 2026
FAS Wealth Partners, Inc.	History	No change	348,035	11,777	0.61%	0.61%	304	0	0.0%	Q2 2026	Jul 29, 2026
FIDELIS iM, LLC	History	No change	345,029	11,675	3.98%	3.98%	305	0	0.0%	Q2 2026	Jul 22, 2026
Fairway Financial, LLC	History	No change	344,149	11,646	7.96%	7.96%	306	0	0.0%	Q2 2026	Aug 03, 2026
Avior Wealth Management, LLC	History	No change	343,794	11,633	0.31%	0.31%	307	0	0.0%	Q2 2026	Jul 07, 2026
MBA Advisors LLC	History	No change	341,586	11,559	3.89%	3.89%	308	0	0.0%	Q2 2026	Jul 28, 2026
MSH Capital Advisors LLC	History	No change	341,337	11,550	2.01%	2.01%	309	0	0.0%	Q2 2026	Aug 10, 2026
&PARTNERS	History	No change	340,541	11,519	0.05%	0.05%	310	0	0.0%	Q2 2026	Aug 14, 2026
Valeo Financial Advisors, LLC	History	Added to	333,823	11,488	0.24%	0.23%	311	+245	0.07%	Q3 2026	Oct 08, 2026
Leo H. Evart, Inc.	History	No change	337,766	11,430	9.03%	9.03%	312	0	0.0%	Q2 2026	Aug 17, 2026
Arkadios Wealth Advisors	History	No change	336,850	11,398	0.17%	0.17%	313	0	0.0%	Q2 2026	Aug 10, 2026
GPM Growth Investors, Inc.	History	No change	335,299	11,346	4.74%	4.74%	314	0	0.0%	Q2 2026	Aug 07, 2026
L2 Asset Management, LLC	History	No change	335,004	11,336	1.18%	1.18%	315	0	0.0%	Q2 2026	Aug 13, 2026
FinDec Wealth Services, Inc.	History	No change	334,533	11,320	13.37%	13.37%	316	0	0.0%	Q2 2026	Aug 06, 2026
DHJJ Financial Advisors, Ltd.	History	No change	333,458	11,284	3.25%	3.25%	317	0	0.0%	Q2 2026	Jul 24, 2026
Councilor Wealth, LLC	History	No change	332,973	11,267	4.56%	4.56%	318	0	0.0%	Q2 2026	Jul 21, 2026
Rossby Financial, LCC	History	No change	332,494	11,251	2.06%	2.06%	319	0	0.0%	Q2 2026	Aug 04, 2026
GOLDMAN SACHS GROUP INC	History	No change	328,524	11,117	0.0%	0.0%	320	0	0.0%	Q2 2026	Aug 14, 2026
IEQ CAPITAL, LLC	History	No change	327,261	11,074	0.05%	0.05%	321	0	0.0%	Q2 2026	Aug 11, 2026
Acorn Wealth Advisors, LLC	History	No change	326,945	11,063	2.7%	2.7%	322	0	0.0%	Q2 2026	Jul 30, 2026
LVW Advisors, LLC	History	No change	325,679	11,020	0.95%	0.95%	323	0	0.0%	Q2 2026	Jul 15, 2026
Everest Financial Group LLC	History	No change	325,161	11,003	1.49%	1.49%	324	0	0.0%	Q2 2026	Aug 10, 2026
BENJAMIN EDWARDS INC	History	No change	325,020	11,001	0.1%	0.1%	325	0	0.0%	Q2 2026	Jul 24, 2026
ARBOR TRUST WEALTH ADVISORS, LLC	History	No change	324,691	10,987	4.43%	4.43%	326	0	0.0%	Q2 2026	Aug 06, 2026
Entelevest, LLC	History	No change	324,694	10,987	9.39%	9.39%	327	0	0.0%	Q2 2026	Jul 22, 2026
Broadleaf Partners, LLC	History	No change	324,195	10,970	2.12%	2.12%	328	0	0.0%	Q2 2026	Aug 13, 2026
Maridea Wealth Management LLC	History	No change	322,472	10,912	1.18%	1.18%	329	0	0.0%	Q2 2026	Aug 06, 2026
Plancorp, LLC	History	No change	316,204	10,867	0.27%	0.27%	330	0	0.0%	Q2 2026	Jul 14, 2026
Pathstone Holdings, LLC	History	No change	320,574	10,848	0.03%	0.03%	331	0	0.0%	Q2 2026	Aug 13, 2026
Apex Wealth Management, LLC	History	No change	319,285	10,804	6.6%	6.6%	332	0	0.0%	Q2 2026	Aug 11, 2026
Polianta Ltd	History	No change	319,200	10,801	1.34%	1.34%	333	0	0.0%	Q2 2026	Jul 08, 2026
N.E.W. Advisory Services LLC	History	No change	318,535	10,779	0.72%	0.72%	334	0	0.0%	Q2 2026	Aug 06, 2026
Apollon Wealth Management, LLC	History	No change	317,576	10,746	0.13%	0.13%	335	0	0.0%	Q2 2026	Jul 22, 2026
Capital Squared Financial LLC	History	No change	317,534	10,745	7.02%	7.02%	336	0	0.0%	Q2 2026	Jul 21, 2026
AMARA FINANCIAL, LLC.	History	No change	315,465	10,675	6.39%	6.39%	337	0	0.0%	Q2 2026	Aug 07, 2026
Copper Harbor Investment Advisors, LLC	History	No change	314,910	10,656	2.26%	2.26%	338	0	0.0%	Q2 2026	Jul 23, 2026
Smartleaf Asset Management LLC	History	No change	317,627	10,627	0.35%	0.35%	339	0	0.0%	Q2 2026	Aug 12, 2026
Truepoint, Inc.	History	No change	306,929	10,386	0.22%	0.22%	340	0	0.0%	Q2 2026	Jul 31, 2026
WARNER FINANCIAL, INC	History	No change	306,809	10,382	3.05%	3.05%	341	0	0.0%	Q2 2026	Jul 09, 2026
Sage Financial Management Group, Inc.	History	No change	306,195	10,361	2.85%	2.85%	342	0	0.0%	Q2 2026	Jul 24, 2026
DAVENPORT & Co LLC	History	No change	305,854	10,350	0.05%	0.05%	343	0	0.0%	Q2 2026	Jul 13, 2026
Royal Fund Management, LLC	History	No change	304,689	10,310	0.86%	0.86%	344	0	0.0%	Q2 2026	Jul 20, 2026
BLB&B Advisors, LLC	History	No change	302,843	10,248	0.38%	0.38%	345	0	0.0%	Q2 2026	Aug 05, 2026
HC Advisors, LLC	History	No change	299,455	10,133	6.15%	6.15%	346	0	0.0%	Q2 2026	Aug 07, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	History	Reduced	281,958	10,130	6.64%	6.48%	347	-2,810	-0.99%	Q3 2026	Oct 06, 2026
Wilkins Miller Wealth Management, LLC	History	No change	298,319	10,095	5.55%	5.55%	348	0	0.0%	Q2 2026	Jul 21, 2026
CoreCap Advisors, LLC	History	Added to	278,072	9,991	0.29%	0.27%	349	+6,642	2.45%	Q3 2026	Oct 08, 2026
CAHILL FINANCIAL ADVISORS INC	History	No change	294,569	9,968	0.96%	0.96%	350	0	0.0%	Q2 2026	Aug 11, 2026
Affinity Capital Advisors, LLC	History	No change	288,173	9,950	1.23%	1.23%	351	0	0.0%	Q2 2026	Jul 08, 2026
New Hampshire Trust	History	No change	291,375	9,860	1.86%	1.86%	352	0	0.0%	Q2 2026	Jul 27, 2026
Independent Solutions Wealth Management, LLC	History	No change	283,967	9,609	1.25%	1.25%	353	0	0.0%	Q2 2026	Jul 29, 2026
Peachtree Investment Partners, LLC	History	No change	282,747	9,568	3.07%	3.07%	354	0	0.0%	Q2 2026	Aug 06, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	282,570	9,561	0.97%	0.97%	355	0	0.0%	Q2 2026	Aug 13, 2026
Cresset Asset Management, LLC	History	No change	280,319	9,485	0.03%	0.03%	356	0	0.0%	Q2 2026	Aug 14, 2026
Noble Family Wealth, LLC	History	No change	278,570	9,426	1.69%	1.69%	357	0	0.0%	Q2 2026	Aug 04, 2026
Prota Financial, LLC	History	Reduced	259,759	9,351	5.97%	5.99%	358	-6,876	-2.58%	Q3 2026	Oct 08, 2026
Courage Miller Partners, LLC	History	No change	276,144	9,344	2.47%	2.47%	359	0	0.0%	Q2 2026	Jul 23, 2026
Orion Porfolio Solutions, LLC	History	No change	274,386	9,285	0.07%	0.07%	360	0	0.0%	Q2 2026	Aug 14, 2026
KEYVANTAGE WEALTH, LLC	History	No change	272,139	9,209	3.48%	3.48%	361	0	0.0%	Q2 2026	Aug 11, 2026
One Charles Private Wealth Services, LLC	History	No change	271,918	9,201	2.12%	2.12%	362	0	0.0%	Q2 2026	Jul 15, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC	History	No change	271,052	9,172	3.12%	3.12%	363	0	0.0%	Q2 2026	Jul 21, 2026
FIRST NATIONAL BANK SIOUX FALLS	History	No change	283,851	9,120	2.5%	2.5%	364	0	0.0%	Q2 2026	Jul 24, 2026
RCW Management, LLC	History	No change	267,804	9,062	8.12%	8.12%	365	0	0.0%	Q2 2026	Jul 21, 2026
Beacon Bridge Wealth Partners, LLC	History	No change	266,774	9,027	2.57%	2.57%	366	0	0.0%	Q2 2026	Aug 05, 2026
Fingerlakes Wealth Management, Inc.	History	No change	262,572	8,885	4.78%	4.78%	367	0	0.0%	Q2 2026	Jul 23, 2026
CPWA, LLC	History	No change	262,462	8,881	10.32%	10.32%	368	0	0.0%	Q2 2026	Jul 30, 2026
JMG Financial Group, Ltd.	History	No change	262,207	8,873	0.21%	0.21%	369	0	0.0%	Q2 2026	Jul 31, 2026
S&A Financial Services, Inc.	History	No change	260,171	8,804	5.37%	5.37%	370	0	0.0%	Q2 2026	Jul 27, 2026
GW HENSSLER & ASSOCIATES LTD	History	No change	257,694	8,720	0.39%	0.39%	371	0	0.0%	Q2 2026	Jul 28, 2026
Steward Partners Investment Advisory, LLC	History	No change	256,233	8,670	0.04%	0.04%	372	0	0.0%	Q2 2026	Aug 13, 2026
Patriot Financial Group Insurance Agency, LLC	History	No change	253,975	8,594	0.88%	0.88%	373	0	0.0%	Q2 2026	Jul 16, 2026
Cape Investment Advisory, Inc.	History	No change	252,801	8,554	2.29%	2.29%	374	0	0.0%	Q2 2026	Jul 23, 2026
Tenzing Financial LLC	History	No change	247,459	8,544	5.87%	5.87%	375	0	0.0%	Q2 2026	Jul 09, 2026
Integrated Investment Consultants, LLC	History	No change	252,161	8,533	1.68%	1.68%	376	0	0.0%	Q2 2026	Aug 17, 2026
Csenge Advisory Group	History	No change	250,596	8,480	0.34%	0.34%	377	0	0.0%	Q2 2026	Aug 10, 2026
Mayfair Advisory Group, LLC	History	No change	251,126	8,402	2.53%	2.53%	378	0	0.0%	Q2 2026	Aug 11, 2026
Bishop & Co Investment Management, LLC	History	No change	248,193	8,398	2.59%	2.59%	379	0	0.0%	Q2 2026	Jul 22, 2026
VILLERE ST DENIS J & CO LLC	History	No change	246,998	8,358	1.0%	1.0%	380	0	0.0%	Q2 2026	Aug 07, 2026
Corient Private Wealth LP	History	No change	246,822	8,352	0.01%	0.01%	381	0	0.0%	Q2 2026	Aug 27, 2026
IMA Advisory Services, Inc.	History	No change	245,285	8,300	0.52%	0.52%	382	0	0.0%	Q2 2026	Aug 10, 2026
Cambridge Advisors Inc.	History	No change	242,353	8,201	1.41%	1.41%	383	0	0.0%	Q2 2026	Jul 16, 2026
BlackRock, Inc.	History	No change	241,029	8,156	0.0%	0.0%	384	0	0.0%	Q2 2026	Aug 07, 2026
Pinnacle Family Advisors, LLC	History	No change	239,933	8,119	3.41%	3.41%	385	0	0.0%	Q2 2026	Aug 14, 2026
Valpey Financial Services, LLC	History	No change	239,215	8,095	4.82%	4.82%	386	0	0.0%	Q2 2026	Aug 11, 2026
Westbourne Investment Advisors, Inc.	History	No change	238,852	8,082	2.23%	2.23%	387	0	0.0%	Q2 2026	Jul 27, 2026
Bank of New York Mellon Corp	History	No change	237,535	8,038	0.0%	0.0%	388	0	0.0%	Q2 2026	Aug 06, 2026
Liberty Capital Management, Inc.	History	No change	235,164	7,957	1.37%	1.37%	389	0	0.0%	Q2 2026	Jul 17, 2026
Grey Ledge Advisors, LLC	History	No change	235,071	7,954	1.6%	1.6%	390	0	0.0%	Q2 2026	Jul 27, 2026
Institute for Wealth Management, LLC.	History	No change	234,282	7,928	0.7%	0.7%	391	0	0.0%	Q2 2026	Jul 28, 2026
NESTEGG ADVISORS, INC.	History	No change	232,176	7,856	5.56%	5.56%	392	0	0.0%	Q2 2026	Jul 14, 2026
Selby Wealth Management, LLC	History	No change	231,597	7,837	2.78%	2.78%	393	0	0.0%	Q2 2026	Jul 09, 2026
Integrated Advisors Network LLC	History	No change	231,585	7,836	0.36%	0.36%	394	0	0.0%	Q2 2026	Aug 11, 2026
Dynamic Advisor Solutions LLC	History	No change	230,937	7,814	0.22%	0.22%	395	0	0.0%	Q2 2026	Jul 07, 2026
Orgel Wealth Management, LLC	History	No change	227,877	7,711	0.15%	0.15%	396	0	0.0%	Q2 2026	Jul 13, 2026
MADDEN SECURITIES Corp	History	No change	227,235	7,689	2.14%	2.14%	397	0	0.0%	Q2 2026	Jul 24, 2026
Aptus Capital Advisors, LLC	History	No change	226,737	7,672	0.05%	0.05%	398	0	0.0%	Q2 2026	Aug 12, 2026
Latko Wealth Management, Ltd.	History	No change	226,197	7,654	3.25%	3.25%	399	0	0.0%	Q2 2026	Jul 24, 2026
Claro Advisors Inc.	History	No change	226,006	7,648	0.8%	0.8%	400	0	0.0%	Q2 2026	Jul 30, 2026
Snider Financial Group	History	No change	225,974	7,646	1.95%	1.95%	401	0	0.0%	Q2 2026	Jul 14, 2026
Diversify Advisory Services, LLC	History	No change	227,100	7,626	0.13%	0.13%	402	0	0.0%	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	No change	227,100	7,626	0.13%	0.13%	403	0	0.0%	Q2 2026	Jul 29, 2026
D.B. Root & Company, LLC	History	No change	223,985	7,579	1.61%	1.61%	404	0	0.0%	Q2 2026	Aug 13, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC	History	No change	223,933	7,577	4.68%	4.68%	405	0	0.0%	Q2 2026	Jul 28, 2026
Vise Technologies, Inc.	History	No change	223,127	7,550	0.09%	0.09%	406	0	0.0%	Q2 2026	Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	221,890	7,508	0.0%	0.0%	407	0	0.0%	Q2 2026	Aug 07, 2026
Gleason Group, Inc.	History	No change	221,752	7,504	0.65%	0.65%	408	0	0.0%	Q2 2026	Jul 13, 2026
Joseph P. Lucia & Associates, LLC	History	No change	220,706	7,468	2.25%	2.25%	409	0	0.0%	Q2 2026	Aug 07, 2026
FOUNDERS FINANCIAL SECURITIES LLC	History	No change	219,859	7,440	0.38%	0.38%	410	0	0.0%	Q2 2026	Jul 31, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC	History	No change	217,691	7,366	0.35%	0.35%	411	0	0.0%	Q2 2026	Aug 11, 2026
RFG Advisory, LLC	History	No change	209,648	7,094	0.11%	0.11%	412	0	0.0%	Q2 2026	Jul 15, 2026
Wealthspire Advisors, LLC	History	No change	208,719	7,063	0.04%	0.04%	413	0	0.0%	Q2 2026	Aug 11, 2026
Newman Dignan & Sheerar, Inc.	History	No change	208,689	7,062	1.35%	1.35%	414	0	0.0%	Q2 2026	Jul 14, 2026
ANCHOR CAPITAL ADVISORS LLC	History	No change	206,771	6,997	0.2%	0.2%	415	0	0.0%	Q2 2026	Aug 05, 2026
Keating Financial Advisory Services, Inc.	History	No change	206,121	6,975	0.92%	0.92%	416	0	0.0%	Q2 2026	Aug 11, 2026
Elevation Capital Advisory, LLC	History	No change	205,596	6,957	2.69%	2.69%	417	0	0.0%	Q2 2026	Jul 27, 2026
Game Plan Financial Advisors, LLC	History	No change	205,517	6,954	2.58%	2.58%	418	0	0.0%	Q2 2026	Aug 07, 2026
CreativeOne Wealth, LLC	History	No change	205,173	6,943	0.15%	0.15%	419	0	0.0%	Q2 2026	Aug 13, 2026
RWA WEALTH PARTNERS, LLC	History	No change	204,829	6,931	0.07%	0.07%	420	0	0.0%	Q2 2026	Aug 07, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	No change	204,669	6,926	0.11%	0.11%	421	0	0.0%	Q2 2026	Aug 10, 2026
CITADEL ADVISORS LLC	History	No change	203,400	6,883	0.0%	0.0%	422	0	0.0%	Q2 2026	Sep 02, 2026
JFS WEALTH ADVISORS, LLC	History	No change	202,784	6,862	0.34%	0.34%	423	0	0.0%	Q2 2026	Jul 10, 2026
Guardian Financial Partners, LLC	History	No change	202,016	6,836	2.66%	2.66%	424	0	0.0%	Q2 2026	Jul 15, 2026
Almanack Investment Partners, LLC.	History	No change	201,784	6,828	0.87%	0.87%	425	0	0.0%	Q2 2026	Jul 30, 2026
Daybright Advisory Services, Inc.	History	No change	197,883	6,761	1.61%	1.61%	426	0	0.0%	Q2 2026	Aug 04, 2026
Clearstead Advisors, LLC	History	No change	199,782	6,760	0.06%	0.06%	427	0	0.0%	Q2 2026	Aug 06, 2026
JANE STREET GROUP, LLC	History	No change	199,164	6,739	0.0%	0.0%	428	0	0.0%	Q2 2026	Aug 14, 2026
Regal Investment Advisors LLC	History	No change	198,873	6,729	0.35%	0.35%	429	0	0.0%	Q2 2026	Aug 14, 2026
SeaCrest Wealth Management, LLC	History	No change	197,794	6,693	0.74%	0.74%	430	0	0.0%	Q2 2026	Jul 09, 2026
MENORA MIVTACHIM HOLDINGS LTD.	History	No change	196,932	6,664	0.03%	0.03%	431	0	0.0%	Q2 2026	Aug 13, 2026
Keudell/Morrison Wealth Management	History	No change	196,784	6,659	1.26%	1.26%	432	0	0.0%	Q2 2026	Jul 15, 2026
GeoWealth Management, LLC	History	No change	195,130	6,603	0.21%	0.21%	433	0	0.0%	Q2 2026	Jul 30, 2026
Johnson Financial Group, LLC	History	No change	194,287	6,574	0.35%	0.35%	434	0	0.0%	Q2 2026	Aug 06, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC	History	No change	191,614	6,484	2.47%	2.47%	435	0	0.0%	Q2 2026	Jul 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	189,740	6,420	0.08%	0.08%	436	0	0.0%	Q2 2026	Jul 24, 2026
Cassady Wealth & Retirement Planning, LLC	History	No change	187,984	6,361	2.96%	2.96%	437	0	0.0%	Q2 2026	Jul 24, 2026
SILVERLAKE WEALTH MANAGEMENT LLC	History	No change	187,661	6,350	1.2%	1.2%	438	0	0.0%	Q2 2026	Aug 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	187,327	6,339	0.03%	0.03%	439	0	0.0%	Q2 2026	Aug 13, 2026
Baird Financial Group, Inc.	History	No change	186,849	6,322	0.01%	0.01%	440	0	0.0%	Q2 2026	Aug 12, 2026
Pallas Capital Advisors LLC	History	No change	186,303	6,304	0.19%	0.19%	441	0	0.0%	Q2 2026	Aug 07, 2026
OneAscent Financial Services LLC	History	No change	186,280	6,303	0.3%	0.3%	442	0	0.0%	Q2 2026	Aug 11, 2026
Chesapeake Wealth Management	History	No change	185,701	6,284	1.76%	1.76%	443	0	0.0%	Q2 2026	Aug 13, 2026
CENTAURUS FINANCIAL, INC.	History	No change	184,309	6,237	0.24%	0.24%	444	0	0.0%	Q2 2026	Aug 17, 2026
Legacy Wealth Managment, LLC/ID	History	No change	184,085	6,229	2.57%	2.57%	445	0	0.0%	Q2 2026	Aug 13, 2026
Cooper Financial Group	History	Added to	173,321	6,227	0.5%	0.45%	446	+13,100	8.18%	Q3 2026	Oct 07, 2026
Madden Advisory Services, Inc.	History	No change	183,325	6,203	2.22%	2.22%	447	0	0.0%	Q2 2026	Aug 04, 2026
Fermata Advisors, LLC	History	No change	182,814	6,186	1.25%	1.25%	448	0	0.0%	Q2 2026	Jul 07, 2026
MRWM Advisors, LLC	History	No change	181,869	6,154	2.53%	2.53%	449	0	0.0%	Q2 2026	Jul 28, 2026
Spectrum Asset Management, Inc. (NB/CA)	History	No change	181,120	6,129	1.7%	1.7%	450	0	0.0%	Q2 2026	Jul 31, 2026
Geneos Wealth Management Inc.	History	No change	179,538	6,075	0.12%	0.12%	451	0	0.0%	Q2 2026	Aug 06, 2026
Plus Group Wealth Advisors LLC	History	No change	179,550	6,075	5.71%	5.71%	452	0	0.0%	Q2 2026	Jul 13, 2026
Pinnacle Financial Partners, Inc.	History	No change	179,482	6,073	0.04%	0.04%	453	0	0.0%	Q2 2026	Aug 14, 2026
FIFTH THIRD SECURITIES, INC.	History	No change	179,062	6,059	0.35%	0.35%	454	0	0.0%	Q2 2026	Jul 15, 2026
Cambridge Financial Group, LLC	History	No change	178,929	6,054	1.91%	1.91%	455	0	0.0%	Q3 2026	Oct 06, 2026
Gladstone Institutional Advisory LLC	History	No change	177,273	5,998	0.19%	0.19%	456	0	0.0%	Q2 2026	Jul 27, 2026
Western Wealth Management, LLC	History	No change	177,133	5,994	0.2%	0.2%	457	0	0.0%	Q2 2026	Aug 14, 2026
Trek Financial, LLC	History	No change	177,075	5,992	0.3%	0.3%	458	0	0.0%	Q2 2026	Aug 13, 2026
Wealthspire Retirement, LLC	History	No change	176,793	5,982	0.33%	0.33%	459	0	0.0%	Q2 2026	Aug 12, 2026
PANORAMIC INVESTMENT ADVISORS, LLC	History	No change	175,967	5,954	2.85%	2.85%	460	0	0.0%	Q2 2026	Aug 13, 2026
Steele Capital Management, Inc.	History	No change	175,472	5,937	0.22%	0.22%	461	0	0.0%	Q2 2026	Jul 28, 2026
Alpha Zero LLC	History	No change	170,149	5,892	2.23%	2.23%	462	0	0.0%	Q2 2026	Jul 17, 2026
D. E. Shaw & Co., Inc.	History	No change	173,698	5,877	0.0%	0.0%	463	0	0.0%	Q2 2026	Aug 14, 2026
Dakota Wealth Management	History	No change	173,660	5,876	0.11%	0.11%	464	0	0.0%	Q2 2026	Aug 07, 2026
Marble Wealth, LLC	History	No change	173,404	5,867	0.9%	0.9%	465	0	0.0%	Q2 2026	Aug 07, 2026
Quotient Wealth Partners, LLC	History	No change	172,806	5,847	0.14%	0.14%	466	0	0.0%	Q2 2026	Aug 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	No change	171,769	5,812	0.06%	0.06%	467	0	0.0%	Q2 2026	Jul 28, 2026
Perissos Private Wealth Management, LLC	History	No change	171,477	5,802	3.91%	3.91%	468	0	0.0%	Q2 2026	Aug 13, 2026
Janney Montgomery Scott LLC	History	No change	171,406	5,800	0.01%	0.01%	469	0	0.0%	Q2 2026	Aug 05, 2026
SMITH, MOORE & CO.	History	No change	171,082	5,789	0.38%	0.38%	470	0	0.0%	Q2 2026	Aug 12, 2026
Burns Matteson Capital Management, LLC	History	No change	170,936	5,784	1.81%	1.81%	471	0	0.0%	Q2 2026	Jul 17, 2026
Long Island Wealth Management, Inc.	History	No change	170,594	5,772	2.38%	2.38%	472	0	0.0%	Q2 2026	Aug 07, 2026
Harbor Asset Planning, Inc.	History	No change	170,469	5,768	4.33%	4.33%	473	0	0.0%	Q2 2026	Jul 22, 2026
HRT FINANCIAL LP	History	No change	170,297	5,762	0.01%	0.01%	474	0	0.0%	Q2 2026	Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP	History	No change	169,259	5,727	0.27%	0.27%	475	0	0.0%	Q2 2026	Aug 04, 2026
NORTHERN TRUST CORP	History	No change	168,937	5,716	0.0%	0.0%	476	0	0.0%	Q2 2026	Aug 13, 2026
Uniting Wealth Partners, LLC	History	No change	168,879	5,714	1.16%	1.16%	477	0	0.0%	Q2 2026	Aug 06, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC	History	No change	166,910	5,648	0.44%	0.44%	478	0	0.0%	Q2 2026	Jul 16, 2026
MILESTONE ASSET MANAGEMENT, LLC	History	No change	166,901	5,647	0.89%	0.89%	479	0	0.0%	Q2 2026	Jul 15, 2026
Wealthfront Advisers LLC	History	No change	166,117	5,621	0.01%	0.01%	480	0	0.0%	Q2 2026	Aug 07, 2026
Tower Research Capital LLC (TRC)	History	No change	163,504	5,532	0.14%	0.14%	481	0	0.0%	Q2 2026	Aug 11, 2026
RFG - Bristol Wealth Advisors, LLC	History	No change	162,769	5,508	1.33%	1.33%	482	0	0.0%	Q2 2026	Jul 27, 2026
Brand Asset Management Group, Inc.	History	No change	162,537	5,500	1.22%	1.22%	483	0	0.0%	Q2 2026	Aug 12, 2026
SAGESPRING WEALTH PARTNERS, LLC	History	No change	161,452	5,463	0.08%	0.08%	484	0	0.0%	Q2 2026	Aug 03, 2026
Bigelow Investment Advisors, LLC	History	No change	161,426	5,462	1.98%	1.98%	485	0	0.0%	Q2 2026	Jul 30, 2026
Nabity-Jensen Investment Management Inc	History	No change	161,339	5,459	3.35%	3.35%	486	0	0.0%	Q2 2026	Jul 27, 2026
BANK OF MONTREAL /CAN/	History	No change	159,294	5,390	0.0%	0.0%	487	0	0.0%	Q2 2026	Aug 12, 2026
Eagle Capital Management, LLC	History	No change	158,776	5,373	1.83%	1.83%	488	0	0.0%	Q2 2026	Jul 13, 2026
BROWN WEALTH MANAGEMENT, LLC	History	No change	158,482	5,363	1.2%	1.2%	489	0	0.0%	Q2 2026	Jul 20, 2026
WESBANCO BANK INC	History	No change	158,447	5,361	0.13%	0.13%	490	0	0.0%	Q2 2026	Jul 28, 2026
Milestone Asset Management Group, LLC	History	No change	154,873	5,240	2.64%	2.64%	491	0	0.0%	Q2 2026	Jul 30, 2026
Boyd Wealth Management, LLC	History	No change	153,363	5,189	1.96%	1.96%	492	0	0.0%	Q2 2026	Jul 16, 2026
Strategic Blueprint, LLC	History	No change	153,167	5,183	0.26%	0.26%	493	0	0.0%	Q2 2026	Jul 23, 2026
KPP Advisory Services LLC	History	No change	153,145	5,182	0.66%	0.66%	494	0	0.0%	Q2 2026	Jul 24, 2026
LongView Wealth Management	History	No change	153,019	5,178	1.33%	1.33%	495	0	0.0%	Q2 2026	Jul 17, 2026
HCR Wealth Advisors	History	No change	152,848	5,172	0.46%	0.46%	496	0	0.0%	Q2 2026	Jul 13, 2026
Asset Dedication, LLC	History	No change	152,290	5,153	0.32%	0.32%	497	0	0.0%	Q2 2026	Jul 30, 2026
HALL CAPITAL MANAGEMENT CO INC	History	No change	152,111	5,147	1.6%	1.6%	498	0	0.0%	Q2 2026	Aug 14, 2026
Waterford Advisors, LLC	History	No change	147,643	5,139	1.4%	1.4%	499	0	0.0%	Q2 2026	Aug 14, 2026
RTD Financial Advisors, Inc.	History	No change	151,846	5,138	0.56%	0.56%	500	0	0.0%	Q2 2026	Jul 13, 2026
Winthrop Capital Management, LLC	History	No change	150,856	5,105	1.23%	1.23%	501	0	0.0%	Q2 2026	Aug 13, 2026
ARCADIA INVESTMENT ADVISORS LLC	History	No change	150,647	5,097	2.15%	2.15%	502	0	0.0%	Q2 2026	Jul 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	150,122	5,080	0.24%	0.24%	503	0	0.0%	Q2 2026	Jul 28, 2026
BridgePort Financial Solutions, LLC	History	No change	149,572	5,061	1.29%	1.29%	504	0	0.0%	Q2 2026	Jul 24, 2026
Forefront Wealth Partners, LLC	History	No change	148,904	5,038	1.56%	1.56%	505	0	0.0%	Q2 2026	Aug 20, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	No change	147,127	4,978	0.18%	0.18%	506	0	0.0%	Q2 2026	Jul 21, 2026
Sightline Wealth Advisors, LLC	History	No change	147,121	4,978	1.82%	1.82%	507	0	0.0%	Q2 2026	Jul 22, 2026
Cassaday & Co Wealth Management LLC	History	No change	145,138	4,911	0.09%	0.09%	508	0	0.0%	Q2 2026	Aug 10, 2026
B. Riley Wealth Advisors, Inc.	History	No change	146,694	4,908	0.26%	0.26%	509	0	0.0%	Q2 2026	Jul 14, 2026
Diversified Enterprises, LLC	History	No change	144,369	4,885	0.24%	0.24%	510	0	0.0%	Q2 2026	Jul 31, 2026
OPPENHEIMER ASSET MANAGEMENT INC.	History	No change	144,279	4,882	0.05%	0.05%	511	0	0.0%	Q2 2026	Aug 03, 2026
Barden Capital Management, Inc.	History	No change	143,768	4,865	4.49%	4.49%	512	0	0.0%	Q2 2026	Aug 06, 2026
TWO SIGMA INVESTMENTS, LP	History	No change	143,023	4,839	0.0%	0.0%	513	0	0.0%	Q2 2026	Aug 14, 2026
Advisory Solutions Group, LLC	History	No change	143,020	4,839	1.64%	1.64%	514	0	0.0%	Q2 2026	Jul 29, 2026
Midwest Financial Group LLC	History	No change	142,537	4,823	1.69%	1.69%	515	0	0.0%	Q2 2026	Jul 21, 2026
SILVER OAK SECURITIES, INCORPORATED	History	No change	142,277	4,814	0.29%	0.29%	516	0	0.0%	Q2 2026	Aug 07, 2026
Murphy & Mullick Capital Management Corp	History	No change	141,784	4,797	2.98%	2.98%	517	0	0.0%	Q2 2026	Aug 14, 2026
IHT Wealth Management, LLC	History	No change	141,541	4,789	0.1%	0.1%	518	0	0.0%	Q2 2026	Aug 14, 2026
BLAIR WILLIAM & CO/IL	History	No change	140,828	4,765	0.01%	0.01%	519	0	0.0%	Q2 2026	Aug 11, 2026
Cornerstone Planning Group LLC	History	No change	138,794	4,725	0.6%	0.6%	520	0	0.0%	Q2 2026	Jul 29, 2026
Advance Capital Management, Inc.	History	No change	139,269	4,712	0.15%	0.15%	521	0	0.0%	Q2 2026	Aug 12, 2026
CENTRAL TRUST Co	History	No change	138,304	4,680	0.08%	0.08%	522	0	0.0%	Q2 2026	Jul 31, 2026
Heirloom Wealth Management	History	No change	137,969	4,668	0.68%	0.68%	523	0	0.0%	Q2 2026	Aug 03, 2026
Columbus Macro, LLC	History	No change	137,795	4,662	0.45%	0.45%	524	0	0.0%	Q2 2026	Jul 22, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC	History	No change	137,636	4,657	0.35%	0.35%	525	0	0.0%	Q2 2026	Jul 16, 2026
FAGAN ASSOCIATES, INC.	History	No change	136,856	4,631	0.57%	0.57%	526	0	0.0%	Q2 2026	Aug 04, 2026
Monetary Solutions, Ltd	History	No change	136,715	4,626	3.98%	3.98%	527	0	0.0%	Q2 2026	Jul 23, 2026
Advyzon Investment Management, LLC	History	No change	135,124	4,572	0.33%	0.33%	528	0	0.0%	Q2 2026	Aug 14, 2026
RETIREMENT GUYS FORMULA LLC	History	No change	133,514	4,518	1.7%	1.7%	529	0	0.0%	Q2 2026	Jul 30, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	No change	127,310	4,463	0.54%	0.54%	530	0	0.0%	Q2 2026	Aug 12, 2026
Tempus Wealth Planning, LLC	History	No change	131,508	4,450	0.87%	0.87%	531	0	0.0%	Q2 2026	Jul 22, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC	History	No change	131,302	4,443	0.69%	0.69%	532	0	0.0%	Q2 2026	Jul 29, 2026
Madison Wealth Partners, Inc	History	No change	131,239	4,441	0.57%	0.57%	533	0	0.0%	Q2 2026	Aug 12, 2026
NATIXIS ADVISORS, LLC	History	No change	131,162	4,438	0.0%	0.0%	534	0	0.0%	Q2 2026	Aug 14, 2026
Curi Capital, LLC	History	No change	130,744	4,424	0.07%	0.07%	535	0	0.0%	Q2 2026	Aug 14, 2026
KANE INVESTMENT MANAGEMENT, INC.	History	No change	129,796	4,392	1.87%	1.87%	536	0	0.0%	Q2 2026	Aug 14, 2026
United Advisor Group, LLC	History	No change	129,393	4,378	0.46%	0.46%	537	0	0.0%	Q2 2026	Jul 29, 2026
Dana Investment Advisors, Inc.	History	No change	128,213	4,338	0.11%	0.11%	538	0	0.0%	Q2 2026	Aug 13, 2026
Meramec Financial Planners, LLC	History	No change	128,812	4,325	1.58%	1.58%	539	0	0.0%	Q2 2026	Jul 28, 2026
Archer Investment Management, LLC	History	No change	127,697	4,321	1.48%	1.48%	540	0	0.0%	Q2 2026	Jul 07, 2026
Waterloo Capital, L.P.	History	No change	127,251	4,306	0.24%	0.24%	541	0	0.0%	Q2 2026	Jul 29, 2026
Tyche Wealth Partners LLC	History	No change	126,703	4,287	0.6%	0.6%	542	0	0.0%	Q2 2026	Aug 06, 2026
Larson Financial Group LLC	History	No change	126,302	4,274	0.11%	0.11%	543	0	0.0%	Q2 2026	Aug 14, 2026
Piedmont Capital Management, LLC/NC	History	No change	125,422	4,244	2.59%	2.59%	544	0	0.0%	Q2 2026	Aug 13, 2026
Veridan Wealth LLC	History	No change	124,000	4,196	1.43%	1.43%	545	0	0.0%	Q2 2026	Aug 10, 2026
FOCUSED ALPHA, LLC	History	No change	123,142	4,167	1.07%	1.07%	546	0	0.0%	Q2 2026	Aug 07, 2026
GUERRA PAN ADVISORS, LLC	History	No change	122,979	4,161	2.32%	2.32%	547	0	0.0%	Q2 2026	Aug 12, 2026
GenWealth Group, Inc.	History	No change	122,859	4,157	0.65%	0.65%	548	0	0.0%	Q2 2026	Jul 10, 2026
KING LUTHER CAPITAL MANAGEMENT CORP	History	No change	121,858	4,123	0.02%	0.02%	549	0	0.0%	Q2 2026	Aug 10, 2026
Summit Financial Wealth Advisors, LLC	History	No change	121,722	4,119	0.53%	0.53%	550	0	0.0%	Q2 2026	Jul 15, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	No change	121,666	4,117	0.06%	0.06%	551	0	0.0%	Q2 2026	Jul 14, 2026
Allen Capital Group, LLC	History	No change	121,529	4,112	0.33%	0.33%	552	0	0.0%	Q2 2026	Jul 27, 2026
Elevated Financial Group LLC	History	No change	120,564	4,079	1.12%	1.12%	553	0	0.0%	Q2 2026	Jul 22, 2026
Athena Investment Management	History	No change	119,086	4,029	2.39%	2.39%	554	0	0.0%	Q2 2026	Aug 06, 2026
Joseph Group Capital Management	History	No change	118,696	4,016	0.84%	0.84%	555	0	0.0%	Q2 2026	Aug 06, 2026
Texas Yale Capital Corp.	History	No change	118,534	4,011	0.09%	0.09%	556	0	0.0%	Q2 2026	Aug 12, 2026
LifePlan Investment Advisors, Inc.	History	No change	117,166	3,964	1.36%	1.36%	557	0	0.0%	Q2 2026	Aug 11, 2026
BFSG, LLC	History	No change	116,783	3,951	0.35%	0.35%	558	0	0.0%	Q2 2026	Jul 20, 2026
Parallel Advisors, LLC	History	No change	115,852	3,920	0.06%	0.06%	559	0	0.0%	Q2 2026	Aug 05, 2026
CFG Wealth Management Services, Inc.	History	No change	134,418	3,915	3.67%	3.67%	560	0	0.0%	Q2 2026	Jul 15, 2026
Broadview Financial Management, LLC	History	No change	115,423	3,905	2.38%	2.38%	561	0	0.0%	Q2 2026	Aug 12, 2026
Apella Capital, LLC	History	Reduced	105,093	3,874	0.05%	0.05%	562	-8,005	-7.08%	Q3 2026	Oct 08, 2026
FC Advisory LLC	History	Reduced	107,439	3,860	1.01%	0.97%	563	-985	-0.91%	Q3 2026	Oct 05, 2026
STALEY CAPITAL ADVISERS INC	History	No change	129,510	3,811	0.15%	0.15%	564	0	0.0%	Q2 2026	Aug 11, 2026
Linscomb Wealth, Inc.	History	No change	112,528	3,807	0.16%	0.16%	565	0	0.0%	Q2 2026	Jul 31, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	History	No change	112,443	3,805	0.42%	0.42%	566	0	0.0%	Q2 2026	Jul 09, 2026
KMG FIDUCIARY PARTNERS, LLC	History	No change	112,454	3,805	0.35%	0.35%	567	0	0.0%	Q2 2026	Jul 09, 2026
Revisor Wealth Management LLC	History	No change	112,463	3,805	0.91%	0.91%	568	0	0.0%	Q2 2026	Jul 21, 2026
SAX WEALTH ADVISORS, LLC	History	No change	129,986	3,786	0.15%	0.15%	569	0	0.0%	Q2 2026	Jul 09, 2026
AIRE ADVISORS, LLC	History	No change	111,632	3,777	0.61%	0.61%	570	0	0.0%	Q2 2026	Aug 14, 2026
Independent Advisor Alliance	History	No change	111,519	3,773	0.09%	0.09%	571	0	0.0%	Q2 2026	Aug 12, 2026
Russell Investments Group, Ltd.	History	No change	111,289	3,765	0.0%	0.0%	572	0	0.0%	Q2 2026	Aug 06, 2026
Embree Financial Group	History	No change	110,865	3,751	0.38%	0.38%	573	0	0.0%	Q2 2026	Jul 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	No change	110,440	3,737	0.07%	0.07%	574	0	0.0%	Q2 2026	Jul 14, 2026
Prospera Financial Services Inc	History	No change	110,289	3,732	0.05%	0.05%	575	0	0.0%	Q2 2026	Jul 15, 2026
Parsonex Advisory Services, Inc.	History	No change	109,348	3,700	3.22%	3.22%	576	0	0.0%	Q2 2026	Aug 10, 2026
Spire Wealth Management	History	No change	109,082	3,691	0.11%	0.11%	577	0	0.0%	Q2 2026	Jul 15, 2026
Wedmont Private Capital	History	No change	106,492	3,689	0.1%	0.1%	578	0	0.0%	Q2 2026	Jul 13, 2026
Parkside Financial Bank & Trust	History	No change	108,263	3,663	0.25%	0.25%	579	0	0.0%	Q2 2026	Sep 04, 2026
Avestar Capital, LLC	History	No change	107,024	3,621	0.2%	0.2%	580	0	0.0%	Q2 2026	Jul 29, 2026
Bawa N Mallick Trust	History	No change	106,520	3,604	1.17%	1.17%	581	0	0.0%	Q2 2026	Aug 14, 2026
Downshift Financial, LLC	History	No change	106,320	3,597	1.62%	1.62%	582	0	0.0%	Q2 2026	Aug 12, 2026
Avidian Wealth Enterprises, LLC	History	Reduced	99,975	3,592	0.1%	0.1%	583	-2,252	-2.2%	Q3 2026	Oct 08, 2026
Elgethun Capital Management	History	No change	104,946	3,551	0.49%	0.49%	584	0	0.0%	Q2 2026	Jul 29, 2026
JAMES INVESTMENT RESEARCH, INC.	History	No change	104,870	3,548	0.36%	0.36%	585	0	0.0%	Q2 2026	Jul 24, 2026
Arsenal Capital Advisors LLC	History	No change	104,079	3,522	2.08%	2.08%	586	0	0.0%	Q2 2026	Aug 11, 2026
Oxinas Partners, LLC	History	No change	103,817	3,513	1.38%	1.38%	587	0	0.0%	Q2 2026	Jul 14, 2026
JT Stratford LLC	History	No change	103,466	3,501	0.38%	0.38%	588	0	0.0%	Q2 2026	Aug 14, 2026
Thayer Financial, L.L.C.	History	No change	103,209	3,492	3.17%	3.17%	589	0	0.0%	Q2 2026	Jul 08, 2026
Macro Advisors, Inc.	History	No change	102,419	3,465	1.1%	1.1%	590	0	0.0%	Q2 2026	Aug 11, 2026
Alliance Wealth Management Group	History	No change	102,084	3,454	0.67%	0.67%	591	0	0.0%	Q2 2026	Aug 04, 2026
Towercrest Capital Management	History	No change	102,084	3,454	0.48%	0.48%	592	0	0.0%	Q2 2026	Aug 03, 2026
CYPRESS FINANCIAL PLANNING LLC	History	No change	101,919	3,448	0.84%	0.84%	593	0	0.0%	Q2 2026	Jul 09, 2026
Livet Wealth, LLC	History	No change	101,590	3,437	1.98%	1.98%	594	0	0.0%	Q2 2026	Jul 28, 2026
ALPHA CAPITAL ADVISORS INC /ADV	History	No change	101,391	3,431	2.96%	2.96%	595	0	0.0%	Q2 2026	Aug 06, 2026
Clear Creek Financial Management, LLC	History	No change	99,984	3,383	0.22%	0.22%	596	0	0.0%	Q2 2026	Jul 27, 2026
NWAM LLC	History	No change	99,432	3,364	0.17%	0.17%	597	0	0.0%	Q2 2026	Jul 23, 2026
Foster Victor Wealth Advisors, LLC	History	No change	97,061	3,356	0.18%	0.18%	598	0	0.0%	Q2 2026	Jul 22, 2026
OpenArc Corporate Advisory, LLC	History	No change	98,507	3,333	0.04%	0.04%	599	0	0.0%	Q2 2026	Aug 05, 2026
Moors & Cabot, Inc.	History	No change	98,429	3,330	0.13%	0.13%	600	0	0.0%	Q2 2026	Aug 10, 2026
HBK Sorce Advisory LLC	History	No change	93,665	3,320	0.06%	0.06%	601	0	0.0%	Q2 2026	Aug 06, 2026
J. Derek Lewis & Associates Inc.	History	No change	98,023	3,317	0.63%	0.63%	602	0	0.0%	Q2 2026	Jul 31, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS	History	No change	98,029	3,317	1.56%	1.56%	603	0	0.0%	Q2 2026	Jul 21, 2026
Avant Capital LLC	History	No change	97,467	3,298	2.07%	2.07%	604	0	0.0%	Q2 2026	Aug 12, 2026
Highland Financial Advisors, LLC	History	No change	96,624	3,269	0.72%	0.72%	605	0	0.0%	Q2 2026	Jul 09, 2026
Santori & Peters, Inc.	History	No change	94,530	3,198	0.9%	0.9%	606	0	0.0%	Q2 2026	Jul 24, 2026
Prospect Financial Services LLC	History	No change	94,233	3,188	1.61%	1.61%	607	0	0.0%	Q2 2026	Aug 06, 2026
FORTRESS PRIVATE LEDGER, LLC	History	No change	94,155	3,186	0.87%	0.87%	608	0	0.0%	Q2 2026	Aug 07, 2026
Kohmann Bosshard Financial Services, LLC	History	No change	94,045	3,182	0.27%	0.27%	609	0	0.0%	Q2 2026	Jul 14, 2026
BIRCHBROOK, INC.	History	No change	94,049	3,182	1.49%	1.49%	610	0	0.0%	Q2 2026	Jul 08, 2026
BG Investment Services, LLC	History	No change	92,584	3,133	2.26%	2.26%	611	0	0.0%	Q2 2026	Aug 05, 2026
Bensler, LLC	History	No change	92,550	3,131	0.28%	0.28%	612	0	0.0%	Q2 2026	Jul 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	No change	92,436	3,128	0.05%	0.05%	613	0	0.0%	Q2 2026	Jul 28, 2026
Pacific Capital Wealth Advisors, Inc.	History	No change	92,274	3,122	0.47%	0.47%	614	0	0.0%	Q2 2026	Jul 09, 2026
CONDOR CAPITAL MANAGEMENT	History	No change	91,403	3,093	0.23%	0.23%	615	0	0.0%	Q2 2026	Aug 12, 2026
Scott Capital Advisors, LLC	History	No change	90,777	3,071	0.48%	0.48%	616	0	0.0%	Q2 2026	Jul 10, 2026
WPG Advisers, LLC	History	No change	89,641	3,033	1.78%	1.78%	617	0	0.0%	Q2 2026	Aug 05, 2026
Barnes Wealth Management Group, Inc	History	No change	88,729	3,002	1.39%	1.39%	618	0	0.0%	Q2 2026	Jul 24, 2026
WealthPoint Financial, LLC	History	No change	88,625	2,999	2.19%	2.19%	619	0	0.0%	Q2 2026	Aug 06, 2026
Grandview Asset Management LLC	History	No change	88,402	2,991	0.74%	0.74%	620	0	0.0%	Q2 2026	Jul 24, 2026
Capital CS Group, LLC	History	No change	86,248	2,918	2.3%	2.3%	621	0	0.0%	Q2 2026	Aug 12, 2026
Smithfield Trust Co	History	No change	85,447	2,893	0.12%	0.12%	622	0	0.0%	Q2 2026	Aug 05, 2026
LexAurum Advisors, LLC	History	No change	85,267	2,885	0.33%	0.33%	623	0	0.0%	Q2 2026	Jul 15, 2026
TFR Capital, LLC.	History	No change	85,060	2,878	0.81%	0.81%	624	0	0.0%	Q2 2026	Aug 06, 2026
AVITY INVESTMENT MANAGEMENT INC.	History	No change	85,022	2,877	0.18%	0.18%	625	0	0.0%	Q2 2026	Jul 09, 2026
Davis Capital Management	History	Added to	79,732	2,864	1.71%	1.4%	626	+9,616	13.71%	Q3 2026	Oct 08, 2026
Snowden Capital Advisors LLC	History	No change	84,299	2,852	0.07%	0.07%	627	0	0.0%	Q2 2026	Aug 13, 2026
Werba Rubin Papier Wealth Management	History	No change	83,102	2,812	0.34%	0.34%	628	0	0.0%	Q2 2026	Jul 27, 2026
CRUX WEALTH ADVISORS	History	No change	83,023	2,809	0.97%	0.97%	629	0	0.0%	Q2 2026	Jul 21, 2026
Guardian Asset Advisors, LLC	History	No change	82,953	2,807	1.29%	1.29%	630	0	0.0%	Q2 2026	Jul 21, 2026
Michels Family Financial, LLC	History	No change	82,865	2,804	1.8%	1.8%	631	0	0.0%	Q2 2026	Aug 14, 2026
Medallion Wealth Advisors, LLC	History	No change	82,676	2,798	0.88%	0.88%	632	0	0.0%	Q2 2026	Aug 14, 2026
AlphaCore Capital LLC	History	No change	82,350	2,786	0.05%	0.05%	633	0	0.0%	Q2 2026	Aug 06, 2026
Millennium Capital Advisors, LLC	History	No change	82,260	2,783	1.52%	1.52%	634	0	0.0%	Q2 2026	Jul 28, 2026
Hurley Capital, LLC	History	No change	82,197	2,781	1.44%	1.44%	635	0	0.0%	Q2 2026	Aug 10, 2026
J.E. Simmons & Co., P.C.	History	No change	81,142	2,745	1.55%	1.55%	636	0	0.0%	Q2 2026	Jul 15, 2026
WHITENER CAPITAL MANAGEMENT, INC.	History	No change	80,756	2,732	0.58%	0.58%	637	0	0.0%	Q2 2026	Jul 10, 2026
BASSO CAPITAL MANAGEMENT, L.P.	History	No change	80,612	2,727	0.58%	0.58%	638	0	0.0%	Q2 2026	Jul 27, 2026
Sage Mountain Advisors LLC	History	No change	80,435	2,721	0.17%	0.17%	639	0	0.0%	Q2 2026	Aug 05, 2026
BECKER CAPITAL MANAGEMENT INC	History	No change	80,231	2,715	0.07%	0.07%	640	0	0.0%	Q2 2026	Jul 31, 2026
Comprehensive Financial Planning, Inc./PA	History	No change	79,876	2,702	1.44%	1.44%	641	0	0.0%	Q2 2026	Aug 10, 2026
CIBC Bancorp USA Inc.	History	No change	78,374	2,662	0.0%	0.0%	642	0	0.0%	Q2 2026	Aug 13, 2026
Aventus Investment Advisors, Inc.	History	No change	78,463	2,655	1.95%	1.95%	643	0	0.0%	Q2 2026	Jul 24, 2026
Capital Investment Advisory Services, LLC	History	No change	78,058	2,641	0.16%	0.16%	644	0	0.0%	Q2 2026	Jul 23, 2026
Tactive Advisors, LLC	History	Reduced	73,457	2,639	0.63%	0.71%	646	-12,066	-14.11%	Q3 2026	Oct 08, 2026
VERUS CAPITAL PARTNERS, LLC	History	No change	78,008	2,639	0.14%	0.14%	645	0	0.0%	Q2 2026	Aug 06, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	History	No change	77,903	2,636	0.68%	0.68%	647	0	0.0%	Q2 2026	Aug 07, 2026
Payne Capital LLC	History	No change	77,094	2,608	2.17%	2.17%	648	0	0.0%	Q2 2026	Aug 11, 2026
Advisory Alpha, LLC	History	No change	76,995	2,605	0.06%	0.06%	649	0	0.0%	Q2 2026	Aug 11, 2026
Cornerstone Wealth Management, LLC	History	No change	76,405	2,585	0.11%	0.11%	650	0	0.0%	Q2 2026	Jul 22, 2026
Wealth Enhancement Trust Services, Inc.	History	Added to	70,802	2,543	0.27%	0.26%	651	+1,300	1.87%	Q3 2026	Oct 07, 2026
Venture Visionary Partners LLC	History	Added to	70,537	2,534	0.07%	0.01%	652	+63,257	868.91%	Q3 2026	Oct 07, 2026
Old Port Advisors	History	No change	74,672	2,526	0.5%	0.5%	653	0	0.0%	Q2 2026	Jul 21, 2026
Nalls Sherbakoff Group, LLC	History	No change	74,185	2,510	1.78%	1.78%	654	0	0.0%	Q2 2026	Aug 17, 2026
HUB Investment Partners, LLC	History	No change	73,382	2,483	0.04%	0.04%	655	0	0.0%	Q2 2026	Jul 31, 2026
Stewardship Advisors, LLC	History	No change	73,365	2,482	0.52%	0.52%	656	0	0.0%	Q2 2026	Jul 20, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	History	No change	73,231	2,478	0.31%	0.31%	657	0	0.0%	Q2 2026	Aug 05, 2026
BROWN ADVISORY INC	History	No change	72,861	2,465	0.0%	0.0%	658	0	0.0%	Q2 2026	Aug 14, 2026
OLD NATIONAL BANCORP /IN/	History	No change	72,707	2,460	0.05%	0.05%	659	0	0.0%	Q2 2026	Jul 15, 2026
Aspen Grove Capital, LLC	History	No change	72,626	2,457	0.35%	0.35%	660	0	0.0%	Q2 2026	Aug 14, 2026
SACKS & ASSOCIATES, LLC	History	No change	71,859	2,455	1.66%	1.66%	661	0	0.0%	Q2 2026	Aug 04, 2026
DUNCKER STREETT & CO INC	History	No change	72,318	2,447	0.41%	0.41%	662	0	0.0%	Q2 2026	Jul 28, 2026
WESTBOURNE INVESTMENTS, INC.	History	No change	71,495	2,419	0.99%	0.99%	663	0	0.0%	Q2 2026	Aug 11, 2026
Beaumont Financial Advisors, LLC	History	No change	71,426	2,417	0.15%	0.15%	664	0	0.0%	Q2 2026	Aug 04, 2026
Asset One Wealth Management LLC	History	No change	69,102	2,411	0.25%	0.25%	665	0	0.0%	Q2 2026	Aug 13, 2026
RESTON WEALTH MANAGEMENT LLC	History	No change	71,191	2,409	0.65%	0.65%	666	0	0.0%	Q2 2026	Jul 23, 2026
Apriem Advisors	History	No change	70,185	2,375	0.21%	0.21%	667	0	0.0%	Q2 2026	Aug 14, 2026
APPLETON PARTNERS INC/MA	History	No change	69,224	2,343	0.14%	0.14%	668	0	0.0%	Q2 2026	Jul 21, 2026
Equity Wealth Partners, LLC	History	No change	69,185	2,341	0.84%	0.84%	669	0	0.0%	Q2 2026	Jul 27, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC	History	No change	68,900	2,331	0.37%	0.37%	670	0	0.0%	Q2 2026	Aug 07, 2026
Andrews Advisory Associates, LLC	History	No change	68,284	2,310	1.11%	1.11%	671	0	0.0%	Q2 2026	Jul 17, 2026
Chesley Taft & Associates LLC	History	No change	68,218	2,308	0.09%	0.09%	672	0	0.0%	Q2 2026	Jul 08, 2026
Ballast Financial Advisors LLC	History	No change	68,197	2,307	2.09%	2.09%	673	0	0.0%	Q2 2026	Aug 13, 2026
FIFTH THIRD BANCORP	History	No change	67,918	2,298	0.0%	0.0%	674	0	0.0%	Q2 2026	Aug 05, 2026
Destination Wealth Management	History	No change	67,935	2,298	0.05%	0.05%	675	0	0.0%	Q2 2026	Aug 14, 2026
Atlas Wealth Partners, LLC	History	No change	67,754	2,292	2.5%	2.5%	676	0	0.0%	Q2 2026	Jul 27, 2026
R. W. Roge & Company, Inc.	History	No change	67,699	2,290	0.96%	0.96%	677	0	0.0%	Q2 2026	Jul 31, 2026
Crescent Sterling, Ltd.	History	No change	67,552	2,285	2.04%	2.04%	678	0	0.0%	Q2 2026	Jul 07, 2026
Stillwater Private Wealth, LLC	History	No change	64,177	2,285	1.49%	1.49%	679	0	0.0%	Q2 2026	Aug 13, 2026
Strategic Advisors LLC	History	No change	67,381	2,280	0.5%	0.5%	680	0	0.0%	Q2 2026	Jul 28, 2026
WEALTHGARDEN F.S. LLC	History	No change	67,386	2,280	1.29%	1.29%	681	0	0.0%	Q2 2026	Jul 31, 2026
Montis Financial, LLC	History	No change	67,303	2,277	0.47%	0.47%	682	0	0.0%	Q2 2026	Aug 05, 2026
StoneX Group Inc.	History	No change	67,104	2,270	0.09%	0.09%	683	0	0.0%	Q2 2026	Aug 12, 2026
IFG Advisory, LLC	History	No change	67,024	2,268	0.08%	0.08%	684	0	0.0%	Q2 2026	Aug 13, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	History	No change	67,002	2,267	0.73%	0.73%	685	0	0.0%	Q2 2026	Jul 24, 2026
COOPER/HAIMS ADVISORS, LLC	History	No change	66,531	2,251	0.97%	0.97%	686	0	0.0%	Q2 2026	Aug 14, 2026
SIGNATUREFD, LLC	History	No change	66,307	2,243	0.03%	0.03%	687	0	0.0%	Q2 2026	Jul 23, 2026
Carnegie Investment Counsel	History	No change	66,239	2,241	0.04%	0.04%	688	0	0.0%	Q2 2026	Jul 30, 2026
K2 Financial Inc.	History	No change	64,657	2,232	1.58%	1.58%	689	0	0.0%	Q2 2026	Jul 21, 2026
Transamerica Financial Advisors, LLC	History	No change	65,619	2,220	0.19%	0.19%	690	0	0.0%	Q2 2026	Aug 14, 2026
Herold Advisors, Inc.	History	No change	65,482	2,217	0.44%	0.44%	691	0	0.0%	Q2 2026	Jul 22, 2026
First County Bank /CT/	History	No change	65,198	2,206	1.04%	1.04%	692	0	0.0%	Q2 2026	Jul 02, 2026
Westmount Partners, LLC	History	No change	64,114	2,169	0.47%	0.47%	693	0	0.0%	Q2 2026	Jul 07, 2026
Quadcap Wealth Management, LLC	History	No change	64,049	2,167	0.21%	0.21%	694	0	0.0%	Q2 2026	Jul 31, 2026
Members Advisory Group LLC	History	No change	63,765	2,157	0.6%	0.6%	695	0	0.0%	Q2 2026	Jul 15, 2026
Pine Valley Investments Ltd Liability Co	History	No change	63,037	2,133	0.08%	0.08%	696	0	0.0%	Q2 2026	Jul 24, 2026
Park Place Capital Corp	History	No change	62,754	2,123	0.34%	0.34%	697	0	0.0%	Q2 2026	Aug 13, 2026
Rothschild Wealth LLC	History	No change	62,058	2,100	0.17%	0.17%	698	0	0.0%	Q2 2026	Aug 11, 2026
Capital Investment Advisors, LLC	History	No change	62,029	2,099	0.03%	0.03%	699	0	0.0%	Q2 2026	Aug 06, 2026
AllGen Financial Advisors, Inc.	History	No change	61,669	2,086	0.46%	0.46%	700	0	0.0%	Q2 2026	Jul 22, 2026
Signet Investment Advisory Group, Inc.	History	No change	61,286	2,073	0.91%	0.91%	701	0	0.0%	Q2 2026	Jul 29, 2026
Paradigm Capital Management, LLC/NV	History	No change	60,966	2,063	1.77%	1.77%	702	0	0.0%	Q2 2026	Aug 13, 2026
Rinkey Investments	History	No change	60,688	2,053	0.48%	0.48%	703	0	0.0%	Q2 2026	Jul 20, 2026
Valmark Advisers, Inc.	History	No change	60,262	2,039	0.02%	0.02%	704	0	0.0%	Q2 2026	Aug 06, 2026
New England Private Wealth Advisors LLC	History	No change	60,667	2,029	0.2%	0.2%	705	0	0.0%	Q2 2026	Aug 04, 2026
Sachetta, LLC	History	No change	59,907	2,027	0.99%	0.99%	706	0	0.0%	Q2 2026	Jul 15, 2026
Indie Asset Partners, LLC	History	No change	59,864	2,025	1.94%	1.94%	707	0	0.0%	Q2 2026	Aug 07, 2026
Opus Financial Solutions LLC	History	No change	59,013	1,997	1.61%	1.61%	708	0	0.0%	Q2 2026	Jul 24, 2026
Sprinkle Financial Consultants LLC	History	No change	58,631	1,984	0.78%	0.78%	709	0	0.0%	Q2 2026	Jul 08, 2026
Accredited Investors Inc.	History	No change	58,451	1,977	0.09%	0.09%	710	0	0.0%	Q2 2026	Jul 21, 2026
BAILARD, INC.	History	No change	57,852	1,957	0.04%	0.04%	711	0	0.0%	Q2 2026	Jul 30, 2026
Investors Research Corp	History	Reduced	54,401	1,954	0.34%	0.37%	712	-7,207	-11.7%	Q3 2026	Oct 07, 2026
Nikulski Financial, Inc.	History	No change	57,392	1,942	0.42%	0.42%	713	0	0.0%	Q2 2026	Jul 28, 2026
Yelin Lapidot Holdings Management Ltd.	History	No change	57,120	1,932	0.37%	0.37%	714	0	0.0%	Q2 2026	Aug 03, 2026
OBSIDIAN CIO, LLC	History	No change	56,849	1,923	1.43%	1.43%	715	0	0.0%	Q2 2026	Aug 03, 2026
RDA Financial Network	History	No change	56,782	1,921	0.42%	0.42%	716	0	0.0%	Q2 2026	Jul 06, 2026
Indivisible Partners	History	No change	56,614	1,915	0.11%	0.11%	717	0	0.0%	Q2 2026	Aug 04, 2026
Diversified Trust Co	History	No change	56,457	1,910	0.03%	0.03%	718	0	0.0%	Q2 2026	Jul 17, 2026
MassMutual Private Wealth & Trust, FSB	History	Reduced	52,761	1,895	0.05%	0.05%	719	-92	-0.17%	Q3 2026	Oct 05, 2026
McKinley Carter Wealth Services, Inc.	History	No change	55,969	1,894	0.1%	0.1%	720	0	0.0%	Q2 2026	Jul 28, 2026
Segment Wealth Management, LLC	History	No change	55,990	1,894	0.1%	0.1%	721	0	0.0%	Q2 2026	Jul 16, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC	History	No change	55,773	1,887	0.16%	0.16%	722	0	0.0%	Q2 2026	Jul 27, 2026
VISTA CAPITAL PARTNERS, INC.	History	No change	55,716	1,885	0.16%	0.16%	723	0	0.0%	Q2 2026	Jul 23, 2026
Capital Advisors Wealth Management, LLC	History	No change	55,530	1,879	0.22%	0.22%	724	0	0.0%	Q2 2026	Jul 23, 2026
JUNCTURE WEALTH STRATEGIES, LLC	History	Reduced	52,280	1,878	0.48%	0.47%	725	-774	-1.46%	Q3 2026	Oct 06, 2026
Onyx Bridge Wealth Group LLC	History	No change	55,428	1,875	0.17%	0.17%	726	0	0.0%	Q2 2026	Jul 23, 2026
Hershey Financial Advisers, LLC	History	No change	55,133	1,865	1.34%	1.34%	727	0	0.0%	Q2 2026	Aug 11, 2026
Clarity Capital Advisors, LLC	History	No change	54,981	1,860	0.78%	0.78%	728	0	0.0%	Q2 2026	Jul 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	No change	54,951	1,859	0.02%	0.02%	729	0	0.0%	Q2 2026	Aug 06, 2026
STEVENS CAPITAL PARTNERS	History	No change	54,503	1,844	0.35%	0.35%	730	0	0.0%	Q2 2026	Aug 07, 2026
MidAtlantic Capital Management, Inc.	History	No change	54,287	1,837	1.14%	1.14%	731	0	0.0%	Q2 2026	Aug 10, 2026
RETIREMENT INCOME SOLUTIONS, INC	History	No change	62,838	1,830	0.32%	0.32%	732	0	0.0%	Q2 2026	Aug 03, 2026
BLVD Private Wealth, LLC	History	No change	53,919	1,824	1.36%	1.36%	733	0	0.0%	Q2 2026	Jul 23, 2026
Capital Analysts, LLC	History	No change	53,866	1,823	0.04%	0.04%	734	0	0.0%	Q2 2026	Aug 05, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	History	No change	53,696	1,817	0.46%	0.46%	735	0	0.0%	Q2 2026	Jul 23, 2026
VestGen Advisors, LLC	History	No change	53,594	1,813	0.05%	0.05%	736	0	0.0%	Q2 2026	Aug 11, 2026
SUMMIT WEALTH GROUP LLC / CO	History	No change	53,155	1,798	0.15%	0.15%	737	0	0.0%	Q2 2026	Jul 28, 2026
FINANCIAL CONSULATE, INC	History	No change	53,128	1,797	0.2%	0.2%	738	0	0.0%	Q2 2026	Jul 23, 2026
ROBINSON SMITH WEALTH ADVISORS LLC	History	No change	53,025	1,794	1.07%	1.07%	739	0	0.0%	Q2 2026	Jul 29, 2026
Prestige Wealth Management Group LLC	History	No change	52,813	1,787	0.32%	0.32%	740	0	0.0%	Q2 2026	Aug 14, 2026
SIMON QUICK ADVISORS, LLC	History	No change	52,760	1,785	0.07%	0.07%	741	0	0.0%	Q2 2026	Jul 28, 2026
OXFORD FINANCIAL GROUP, LTD. LLC	History	No change	52,699	1,783	0.09%	0.09%	742	0	0.0%	Q2 2026	Aug 11, 2026
Birchwood Financial Partners, Inc.	History	No change	51,813	1,753	1.43%	1.43%	743	0	0.0%	Q2 2026	Aug 06, 2026
Wisconsin Wealth Advisors, LLC	History	Added to	48,707	1,750	1.47%	1.41%	744	+78	0.16%	Q3 2026	Oct 08, 2026
True North Advisors, LLC	History	No change	51,676	1,748	0.17%	0.17%	745	0	0.0%	Q2 2026	Jul 22, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	No change	51,563	1,744	0.01%	0.01%	746	0	0.0%	Q2 2026	Aug 10, 2026
BEACON ADVISORS HOLDINGS, LLC	History	No change	51,391	1,739	0.85%	0.85%	747	0	0.0%	Q2 2026	Jul 29, 2026
SageView Advisory Group, LLC	History	No change	51,242	1,734	0.06%	0.06%	748	0	0.0%	Q2 2026	Aug 10, 2026
GREENWOOD GEARHART LLC	History	No change	50,944	1,723	0.08%	0.08%	749	0	0.0%	Q2 2026	Jul 24, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA	History	No change	50,678	1,715	1.13%	1.13%	750	0	0.0%	Q2 2026	Jul 10, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC	History	No change	50,648	1,713	0.27%	0.27%	751	0	0.0%	Q2 2026	Aug 11, 2026
Bullock Wealth Management Group	History	No change	50,204	1,712	0.74%	0.74%	752	0	0.0%	Q2 2026	Aug 19, 2026
HEADINVEST, LLC	History	No change	50,441	1,706	0.32%	0.32%	753	0	0.0%	Q2 2026	Aug 14, 2026
Ancora Advisors LLC	History	No change	50,232	1,699	0.03%	0.03%	754	0	0.0%	Q2 2026	Aug 14, 2026
Brookwood Investment Group LLC	History	No change	50,203	1,698	0.19%	0.19%	755	0	0.0%	Q2 2026	Jul 23, 2026
Sowell Financial Services LLC	History	No change	50,176	1,697	0.06%	0.06%	756	0	0.0%	Q2 2026	Jul 17, 2026
BCS Wealth Management	History	No change	50,163	1,697	0.31%	0.31%	757	0	0.0%	Q2 2026	Jul 16, 2026
TUDOR INVESTMENT CORP ET AL	History	No change	50,068	1,694	0.0%	0.0%	758	0	0.0%	Q2 2026	Aug 14, 2026
Optivise Advisory Services LLC	History	No change	49,918	1,689	0.86%	0.86%	759	0	0.0%	Q2 2026	Jul 13, 2026
Keel Point, LLC	History	No change	49,592	1,678	0.1%	0.1%	760	0	0.0%	Q2 2026	Aug 14, 2026
HUDSON EDGE INVESTMENT PARTNERS INC.	History	No change	49,466	1,673	0.23%	0.23%	761	0	0.0%	Q2 2026	Jul 29, 2026
Sculati Wealth Management, LLC	History	No change	48,943	1,672	0.56%	0.56%	762	0	0.0%	Q2 2026	Jul 21, 2026
Great Waters Wealth Management	History	Reduced	46,493	1,670	0.15%	0.15%	763	-382	-0.81%	Q3 2026	Oct 07, 2026
Keystone Financial Group	History	No change	49,167	1,663	0.1%	0.1%	764	0	0.0%	Q2 2026	Jul 29, 2026
KLCM Advisors, Inc.	History	No change	48,832	1,652	0.13%	0.13%	765	0	0.0%	Q2 2026	Aug 06, 2026
Empowered Funds, LLC	History	No change	48,708	1,648	0.01%	0.01%	766	0	0.0%	Q2 2026	Aug 14, 2026
Markowski Investments	History	No change	48,386	1,637	0.36%	0.36%	767	0	0.0%	Q2 2026	Aug 13, 2026
MFG WEALTH MANAGEMENT, INC.	History	No change	47,921	1,621	1.16%	1.16%	768	0	0.0%	Q2 2026	Jul 08, 2026
Two West Capital Advisors LLC	History	No change	47,372	1,617	0.8%	0.8%	769	0	0.0%	Q2 2026	Jul 22, 2026
Florida Trust Wealth Management Co	History	No change	47,703	1,614	0.04%	0.04%	770	0	0.0%	Q2 2026	Jul 27, 2026
HANCOCK WHITNEY CORP	History	No change	46,839	1,585	0.03%	0.03%	771	0	0.0%	Q2 2026	Aug 14, 2026
First Pacific Financial	History	No change	46,734	1,581	0.19%	0.19%	772	0	0.0%	Q2 2026	Jul 20, 2026
Twin Cities Retirement Group LLC	History	No change	46,532	1,574	1.35%	1.35%	773	0	0.0%	Q2 2026	Jul 07, 2026
Adams Asset Advisors, LLC	History	Added to	43,727	1,571	0.16%	0.16%	774	+2,403	5.82%	Q3 2026	Oct 08, 2026
Integrity Advisory Solutions, LLC	History	No change	46,417	1,570	0.16%	0.16%	775	0	0.0%	Q2 2026	Jul 31, 2026
GWN SECURITIES INC.	History	No change	46,358	1,568	0.26%	0.26%	776	0	0.0%	Q2 2026	Aug 05, 2026
Frisch Financial Group, Inc.	History	No change	46,159	1,562	0.27%	0.27%	777	0	0.0%	Q2 2026	Aug 14, 2026
Fort Sheridan Advisors LLC	History	No change	46,071	1,559	0.17%	0.17%	778	0	0.0%	Q2 2026	Aug 05, 2026
Cloud Capital Management, LLC	History	No change	46,020	1,557	0.57%	0.57%	779	0	0.0%	Q2 2026	Aug 13, 2026
Signal Advisors Wealth, LLC	History	No change	45,767	1,548	0.08%	0.08%	780	0	0.0%	Q2 2026	Aug 04, 2026
INTEGRAL INVESTMENT ADVISORS, INC.	History	No change	45,117	1,526	0.34%	0.34%	781	0	0.0%	Q2 2026	Jul 07, 2026
Nuveen, LLC	History	No change	45,061	1,524	0.0%	0.0%	782	0	0.0%	Q2 2026	Aug 11, 2026
PETRA FINANCIAL ADVISORS INC	History	No change	44,950	1,521	0.71%	0.71%	783	0	0.0%	Q2 2026	Jul 24, 2026
Millington Financial Advisors, LLC	History	No change	44,393	1,517	0.6%	0.6%	784	0	0.0%	Q2 2026	Aug 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC	History	No change	44,735	1,513	0.03%	0.03%	785	0	0.0%	Q2 2026	Aug 12, 2026
Stonebrook Private Inc.	History	No change	44,612	1,509	0.28%	0.28%	786	0	0.0%	Q2 2026	Aug 14, 2026
Talon Private Wealth, LLC	History	No change	44,393	1,502	0.18%	0.18%	787	0	0.0%	Q2 2026	Sep 11, 2026
Capital Square, LLC	History	No change	43,195	1,496	0.66%	0.66%	788	0	0.0%	Q2 2026	Aug 12, 2026
WOODMONT INVESTMENT COUNSEL LLC	History	No change	43,891	1,485	0.08%	0.08%	789	0	0.0%	Q2 2026	Jul 27, 2026
Inspire Advisors, LLC	History	No change	43,687	1,478	0.1%	0.1%	790	0	0.0%	Q2 2026	Aug 13, 2026
American Trust	History	No change	43,460	1,470	0.11%	0.11%	791	0	0.0%	Q2 2026	Aug 14, 2026
Moran Wealth Management, LLC	History	No change	43,082	1,457	0.04%	0.04%	792	0	0.0%	Q2 2026	Aug 05, 2026
TrueWealth Advisors, LLC	History	No change	42,993	1,454	0.33%	0.33%	793	0	0.0%	Q2 2026	Jul 08, 2026
Legacy Wealth Advisors, LLC	History	No change	42,866	1,450	0.63%	0.63%	794	0	0.0%	Q2 2026	Aug 14, 2026
KCM INVESTMENT ADVISORS LLC	History	No change	42,724	1,445	0.04%	0.04%	795	0	0.0%	Q2 2026	Aug 13, 2026
R2 Capital Strategies, LLC	History	No change	42,675	1,444	0.65%	0.65%	796	0	0.0%	Q2 2026	Jul 23, 2026
CAPITAL ADVISORS INC/OK	History	No change	42,393	1,434	0.02%	0.02%	797	0	0.0%	Q2 2026	Jul 22, 2026
Robertson Stephens Wealth Management, LLC	History	No change	42,377	1,434	0.04%	0.04%	798	0	0.0%	Q2 2026	Jul 29, 2026
CGN Advisors LLC	History	No change	42,147	1,426	0.1%	0.1%	799	0	0.0%	Q2 2026	Jul 06, 2026
First Western Trust Bank	History	No change	41,777	1,413	0.07%	0.07%	800	0	0.0%	Q2 2026	Jul 29, 2026
COMMERCE BANK	History	No change	41,631	1,408	0.01%	0.01%	801	0	0.0%	Q2 2026	Aug 12, 2026
RITHOLTZ WEALTH MANAGEMENT	History	No change	41,525	1,405	0.02%	0.02%	802	0	0.0%	Q2 2026	Aug 11, 2026
Spartan Wealth Advisory Services LLC	History	No change	41,427	1,401	0.11%	0.11%	803	0	0.0%	Q2 2026	Aug 05, 2026
Gilbert & Cook, Inc.	History	No change	40,903	1,384	0.16%	0.16%	804	0	0.0%	Q2 2026	Jul 28, 2026
WealthPLAN Partners, LLC	History	No change	40,871	1,383	0.26%	0.26%	805	0	0.0%	Q2 2026	Jul 28, 2026
MONECO ADVISORS, LLC	History	No change	40,887	1,383	0.08%	0.08%	806	0	0.0%	Q2 2026	Aug 11, 2026
Modus Advisors, LLC	History	No change	40,751	1,379	0.34%	0.34%	807	0	0.0%	Q2 2026	Aug 03, 2026
EverSource Wealth Advisors, LLC	History	No change	40,431	1,368	0.05%	0.05%	808	0	0.0%	Q2 2026	Jul 24, 2026
JBR Co Financial Management Inc	History	No change	40,284	1,363	0.5%	0.5%	809	0	0.0%	Q2 2026	Jul 09, 2026
Fisher Asset Management, LLC	History	No change	40,108	1,357	0.0%	0.0%	810	0	0.0%	Q2 2026	Aug 04, 2026
Insight Wealth Partners, LLC	History	No change	39,603	1,340	0.18%	0.18%	811	0	0.0%	Q2 2026	Aug 06, 2026
Adelphi Trust Co	History	Added to	37,250	1,338	0.88%	0.75%	812	+3,622	10.77%	Q3 2026	Oct 05, 2026
Strategic Financial Concepts, LLC	History	No change	39,424	1,334	0.4%	0.4%	813	0	0.0%	Q2 2026	Jul 27, 2026
Quartz Partners, LLC	History	No change	39,015	1,320	0.43%	0.43%	814	0	0.0%	Q2 2026	Aug 10, 2026
KINTRA WEALTH, LLC	History	No change	36,390	1,307	0.07%	0.07%	815	0	0.0%	Q2 2026	Aug 14, 2026
John W. Brooker & Co., CPAs	History	No change	38,596	1,306	1.58%	1.58%	816	0	0.0%	Q2 2026	Jul 20, 2026
Aprio Wealth Management, LLC	History	No change	38,553	1,304	0.06%	0.06%	817	0	0.0%	Q2 2026	Jul 24, 2026
AdvisorNet Financial, Inc	History	No change	38,490	1,302	0.06%	0.06%	818	0	0.0%	Q2 2026	Jul 23, 2026
Asset Management Group, Inc.	History	No change	38,400	1,299	0.19%	0.19%	819	0	0.0%	Q2 2026	Aug 14, 2026
Systelligence, LLC	History	No change	38,389	1,299	0.22%	0.22%	820	0	0.0%	Q2 2026	Jul 14, 2026
Strategic Investment Solutions, Inc. /IL	History	No change	38,055	1,287	0.29%	0.29%	821	0	0.0%	Q2 2026	Jul 08, 2026
Blue Sky Capital Consultants Group, Inc.	History	No change	37,931	1,283	0.55%	0.55%	822	0	0.0%	Q2 2026	Aug 04, 2026
Peterson Wealth Advisors, LLC	History	Reduced	35,621	1,279	0.15%	0.14%	823	-208	-0.58%	Q3 2026	Oct 08, 2026
AMERIFLEX GROUP, INC.	History	No change	37,561	1,271	0.52%	0.52%	824	0	0.0%	Q2 2026	Aug 13, 2026
Bulwark Capital Corp	History	No change	37,571	1,271	0.72%	0.72%	825	0	0.0%	Q2 2026	Jul 06, 2026
CULLEN/FROST BANKERS, INC.	History	No change	37,523	1,269	0.01%	0.01%	826	0	0.0%	Q2 2026	Jul 27, 2026
Avion Wealth	History	No change	37,432	1,266	0.24%	0.24%	827	0	0.0%	Q2 2026	Jul 31, 2026
Evercore Wealth Management, LLC	History	No change	37,120	1,256	0.02%	0.02%	828	0	0.0%	Q2 2026	Aug 14, 2026
Fusion Capital, LLC	History	No change	37,125	1,256	0.29%	0.29%	829	0	0.0%	Q2 2026	Aug 05, 2026
COLUMBIA ADVISORY PARTNERS LLC	History	No change	37,110	1,255	0.69%	0.69%	830	0	0.0%	Q2 2026	Jul 23, 2026
Prostatis Group LLC	History	No change	37,052	1,253	0.29%	0.29%	831	0	0.0%	Q2 2026	Aug 14, 2026
Paragon Private Wealth Management, LLC	History	No change	36,991	1,251	0.33%	0.33%	832	0	0.0%	Q2 2026	Jul 28, 2026
Cambria Investment Management, L.P.	History	No change	36,860	1,247	0.06%	0.06%	833	0	0.0%	Q2 2026	Aug 14, 2026
Goldstein Advisors, LLC	History	No change	36,844	1,246	0.11%	0.11%	834	0	0.0%	Q2 2026	Jul 20, 2026
Pinion Investment Advisors, LLC	History	No change	36,739	1,243	0.24%	0.24%	835	0	0.0%	Q2 2026	Aug 06, 2026
Continuum Advisory, LLC	History	No change	36,523	1,235	0.1%	0.1%	836	0	0.0%	Q2 2026	Aug 06, 2026
NewEdge Wealth, LLC	History	No change	36,500	1,235	0.01%	0.01%	837	0	0.0%	Q2 2026	Aug 10, 2026
Windsor Advisory Group, LLC	History	No change	36,469	1,234	0.9%	0.9%	838	0	0.0%	Q2 2026	Aug 14, 2026
Wealth Architects, LLC	History	No change	36,357	1,230	0.1%	0.1%	839	0	0.0%	Q2 2026	Jul 23, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	History	Reduced	34,163	1,227	0.01%	0.02%	840	-3,497	-9.29%	Q3 2026	Oct 05, 2026
Sunburst Financial Group, LLC	History	No change	36,256	1,226	0.2%	0.2%	841	0	0.0%	Q2 2026	Jul 08, 2026
Blueprint Investment Partners LLC	History	No change	35,865	1,213	0.1%	0.1%	842	0	0.0%	Q2 2026	Aug 04, 2026
COZAD ASSET MANAGEMENT INC	History	No change	35,806	1,211	0.08%	0.08%	843	0	0.0%	Q2 2026	Aug 14, 2026
Kathmere Capital Management, LLC	History	No change	35,800	1,211	0.06%	0.06%	844	0	0.0%	Q2 2026	Jul 29, 2026
WEALTHSPAN PARTNERS, LLC	History	No change	35,738	1,209	0.38%	0.38%	845	0	0.0%	Q2 2026	Aug 06, 2026
Independent Wealth Network Inc.	History	No change	35,662	1,206	0.31%	0.31%	846	0	0.0%	Q2 2026	Jul 20, 2026
WCG Wealth Advisors LLC	History	No change	35,543	1,202	0.03%	0.03%	847	0	0.0%	Q2 2026	Aug 14, 2026
Root Financial Partners, LLC	History	No change	35,380	1,197	0.05%	0.05%	848	0	0.0%	Q2 2026	Jul 29, 2026
Marotta Asset Management	History	No change	33,230	1,193	0.2%	0.19%	849	0	0.0%	Q3 2026	Oct 02, 2026
Blueprint Financial Advisors LLC	History	No change	35,245	1,192	0.13%	0.13%	850	0	0.0%	Q2 2026	Aug 14, 2026
Sunpointe, LLC	History	No change	35,175	1,190	0.34%	0.34%	851	0	0.0%	Q2 2026	Jul 24, 2026
Summit Trail Advisors, LLC	History	No change	35,107	1,188	0.01%	0.01%	852	0	0.0%	Q2 2026	Aug 11, 2026
Symphony Financial, Ltd. Co.	History	No change	35,208	1,178	0.13%	0.13%	853	0	0.0%	Q2 2026	Aug 03, 2026
Bluespring Wealth Management, LLC	History	No change	34,765	1,176	0.02%	0.02%	854	0	0.0%	Q2 2026	Aug 11, 2026
Beacon Financial Advisory LLC	History	No change	34,671	1,173	0.23%	0.23%	855	0	0.0%	Q2 2026	Aug 05, 2026
Kovack Advisors, Inc.	History	No change	34,379	1,172	0.06%	0.06%	856	0	0.0%	Q2 2026	Jul 28, 2026
Winthrop Advisory Group LLC	History	No change	34,582	1,170	0.08%	0.08%	857	0	0.0%	Q2 2026	Jul 17, 2026
BELLEVUE ASSET MANAGEMENT, LLC	History	No change	34,589	1,170	0.54%	0.54%	858	0	0.0%	Q2 2026	Aug 04, 2026
Aurora Private Wealth, Inc.	History	No change	34,450	1,166	0.74%	0.74%	859	0	0.0%	Q2 2026	Jul 21, 2026
DecisionMap Wealth Management, LLC	History	No change	34,326	1,161	0.65%	0.65%	860	0	0.0%	Q2 2026	Jul 21, 2026
Magnus Financial Group LLC	History	No change	34,266	1,159	0.08%	0.08%	861	0	0.0%	Q2 2026	Jul 09, 2026
Modern Wealth Management, LLC	History	No change	34,149	1,155	0.01%	0.01%	862	0	0.0%	Q2 2026	Aug 13, 2026
STEPHENS INC /AR/	History	No change	33,928	1,148	0.01%	0.01%	863	0	0.0%	Q2 2026	Jul 29, 2026
FINANCIAL LIFE ADVISORS	History	No change	33,702	1,140	0.32%	0.32%	864	0	0.0%	Q2 2026	Jul 28, 2026
UMB Bank, n.a.	History	No change	33,387	1,129	0.01%	0.01%	865	0	0.0%	Q2 2026	Aug 13, 2026
Clearwater Capital Advisors, LLC	History	No change	33,293	1,126	0.08%	0.08%	866	0	0.0%	Q2 2026	Aug 06, 2026
ISLAY CAPITAL MANAGEMENT, LLC	History	No change	33,159	1,122	0.52%	0.52%	867	0	0.0%	Q2 2026	Aug 13, 2026
Platt Wealth Management LLC	History	No change	33,128	1,121	0.9%	0.9%	868	0	0.0%	Q2 2026	Jul 31, 2026
Vantus Wealth LLC	History	No change	33,114	1,120	0.6%	0.6%	869	0	0.0%	Q2 2026	Aug 07, 2026
SIMA Wealth Partners, LLC	History	No change	33,072	1,119	0.79%	0.79%	870	0	0.0%	Q2 2026	Jul 28, 2026
Total Clarity Wealth Management, Inc.	History	No change	32,883	1,112	0.22%	0.22%	871	0	0.0%	Q2 2026	Jul 23, 2026
Badgley Phelps Wealth Managers, LLC	History	No change	32,849	1,111	0.02%	0.02%	872	0	0.0%	Q2 2026	Jul 31, 2026
Colorado Capital Management, Inc.	History	No change	32,658	1,105	0.38%	0.38%	873	0	0.0%	Q2 2026	Jul 08, 2026
Hoese & Co LLP	History	No change	32,615	1,103	0.72%	0.72%	874	0	0.0%	Q2 2026	Jul 14, 2026
Weaver Consulting Group	History	New	30,437	1,093	0.21%	—	875	+30,437	New	Q3 2026	Oct 07, 2026
Elser Financial Planning, Inc	History	No change	32,277	1,092	0.05%	0.05%	876	0	0.0%	Q2 2026	Jul 14, 2026
HOWARD BAILEY SECURITIES, LLC	History	No change	32,138	1,087	0.41%	0.41%	877	0	0.0%	Q2 2026	Aug 10, 2026
Missouri Trust & Investment Co	History	No change	31,714	1,083	0.29%	0.29%	878	0	0.0%	Q2 2026	Aug 13, 2026
ARK & TLK INVESTMENTS, LLC	History	No change	31,983	1,082	0.27%	0.27%	879	0	0.0%	Q2 2026	Jul 20, 2026
PRUDENT INVESTORS NETWORK, INC.	History	No change	31,942	1,080	0.21%	0.21%	880	0	0.0%	Q2 2026	Aug 13, 2026
Planning Center, Inc.	History	No change	31,759	1,074	0.1%	0.1%	881	0	0.0%	Q2 2026	Jul 29, 2026
BEAM WEALTH ADVISORS, INC.	History	No change	31,722	1,073	0.24%	0.24%	882	0	0.0%	Q2 2026	Jul 29, 2026
Fortitude Advisory Group L.L.C.	History	No change	31,661	1,071	0.41%	0.41%	883	0	0.0%	Q2 2026	Jul 22, 2026
Legacy Edge Advisors, LLC	History	No change	31,431	1,063	0.1%	0.1%	884	0	0.0%	Q2 2026	Aug 11, 2026
SevenBridge Financial Group, LLC	History	No change	29,690	1,062	0.16%	0.16%	885	0	0.0%	Q2 2026	Aug 12, 2026
EVERETT HARRIS & CO /CA/	History	No change	31,188	1,055	0.01%	0.01%	886	0	0.0%	Q2 2026	Aug 03, 2026
Dorsey & Whitney Trust CO LLC	History	No change	31,040	1,050	0.05%	0.05%	887	0	0.0%	Q2 2026	Aug 14, 2026
RETIREMENT PLANNING GROUP, LLC / NY	History	No change	30,952	1,047	0.57%	0.57%	888	0	0.0%	Q2 2026	Aug 07, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC	History	No change	30,803	1,042	0.01%	0.01%	889	0	0.0%	Q2 2026	Aug 14, 2026
Yanni & Associates Investment Advisors, LLC	History	No change	30,710	1,039	0.96%	0.96%	890	0	0.0%	Q2 2026	Jul 08, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	30,386	1,036	0.06%	0.06%	891	0	0.0%	Q2 2026	Jul 22, 2026
Eagle Wealth Advisors LLC	History	No change	30,544	1,033	0.79%	0.79%	892	0	0.0%	Q2 2026	Jul 13, 2026
HMV Wealth Advisors, LLC	History	No change	30,342	1,026	0.4%	0.4%	893	0	0.0%	Q2 2026	Jul 13, 2026
NorthRock Partners, LLC	History	No change	30,267	1,024	0.01%	0.01%	894	0	0.0%	Q2 2026	Aug 11, 2026
West Branch Capital LLC	History	No change	30,287	1,024	0.24%	0.24%	895	0	0.0%	Q2 2026	Jul 10, 2026
Sun Financial Inc	History	No change	28,485	1,020	0.48%	0.48%	896	0	0.0%	Q2 2026	Aug 11, 2026
RCS Financial Planning, LLC	History	No change	30,012	1,015	0.48%	0.48%	897	0	0.0%	Q2 2026	Jul 22, 2026
Monument Capital Management	History	No change	29,829	1,009	0.2%	0.2%	898	0	0.0%	Q2 2026	Jul 22, 2026
Clear Retirement Advice LLC	History	No change	29,337	992	0.68%	0.68%	899	0	0.0%	Q2 2026	Jul 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	29,198	988	0.0%	0.0%	900	0	0.0%	Q2 2026	Aug 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV	History	No change	27,357	976	0.32%	0.32%	901	0	0.0%	Q2 2026	Aug 13, 2026
Elevation Wealth Management LLC	History	No change	28,864	976	0.73%	0.73%	902	0	0.0%	Q2 2026	Jul 29, 2026
GS Investments, Inc.	History	No change	28,677	970	0.7%	0.7%	903	0	0.0%	Q2 2026	Aug 06, 2026
OMC Financial Services LTD	History	No change	28,550	966	0.32%	0.32%	904	0	0.0%	Q2 2026	Aug 06, 2026
VSM Wealth Advisory, LLC	History	No change	28,531	965	0.26%	0.26%	905	0	0.0%	Q2 2026	Jul 22, 2026
TCI Wealth Advisors, Inc.	History	No change	28,452	962	0.04%	0.04%	906	0	0.0%	Q2 2026	Jul 29, 2026
Maia Wealth LLC	History	No change	28,453	962	0.14%	0.14%	907	0	0.0%	Q2 2026	Jul 28, 2026
Hidden Cove Wealth Management, LLC	History	No change	28,414	961	0.53%	0.53%	908	0	0.0%	Q2 2026	Jul 21, 2026
UPTICK PARTNERS, LLC	History	No change	28,327	958	0.15%	0.15%	909	0	0.0%	Q2 2026	Aug 10, 2026
SCOTIA CAPITAL INC.	History	No change	28,065	949	0.0%	0.0%	910	0	0.0%	Q2 2026	Aug 11, 2026
Traynor Capital Management, Inc.	History	No change	28,069	949	0.04%	0.04%	911	0	0.0%	Q2 2026	Jul 22, 2026
WATERSHED PRIVATE WEALTH LLC	History	No change	28,024	948	0.27%	0.27%	912	0	0.0%	Q2 2026	Jul 17, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	27,946	946	0.25%	0.25%	913	0	0.0%	Q2 2026	Jul 30, 2026
IMC-Chicago, LLC	History	No change	27,868	943	0.0%	0.0%	914	0	0.0%	Q2 2026	Aug 06, 2026
FLORIDA FINANCIAL ADVISORS, LLC	History	No change	27,719	938	0.16%	0.16%	915	0	0.0%	Q2 2026	Aug 10, 2026
Red Mountain Financial, LLC	History	No change	27,658	935	0.78%	0.78%	916	0	0.0%	Q2 2026	Jul 21, 2026
Core Wealth Partners LLC	History	No change	27,596	933	0.4%	0.4%	917	0	0.0%	Q2 2026	Jul 17, 2026
CASTLE WEALTH MANAGEMENT LLC	History	No change	27,510	930	0.28%	0.28%	918	0	0.0%	Q2 2026	Jul 31, 2026
NorthStar Asset Management LLC /NJ/	History	No change	27,455	929	0.38%	0.38%	919	0	0.0%	Q2 2026	Aug 05, 2026
Cornerstone Wealth Group, LLC	History	No change	27,360	925	0.05%	0.05%	920	0	0.0%	Q2 2026	Jul 27, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV	History	No change	27,198	920	0.23%	0.23%	921	0	0.0%	Q2 2026	Aug 07, 2026
Pure Financial Advisors, LLC	History	No change	27,214	920	0.01%	0.01%	922	0	0.0%	Q2 2026	Aug 14, 2026
Advocacy Wealth Management, LLC	History	No change	27,133	918	0.03%	0.03%	923	0	0.0%	Q2 2026	Jul 29, 2026
SpringVest Wealth Management LLC	History	No change	27,121	917	0.58%	0.58%	924	0	0.0%	Q2 2026	Jul 22, 2026
Strategic Wealth Partners, Ltd.	History	No change	27,081	916	0.06%	0.06%	925	0	0.0%	Q2 2026	Aug 12, 2026
Essex LLC	History	No change	26,956	912	0.14%	0.14%	926	0	0.0%	Q2 2026	Jul 24, 2026
Precision Wealth Strategies, LLC	History	No change	26,803	907	0.27%	0.27%	927	0	0.0%	Q2 2026	Aug 10, 2026
CX Institutional	History	Added to	25,220	906	0.02%	0.02%	928	+13	0.05%	Q3 2026	Oct 02, 2026
Johnson Wealth Management, LLC	History	No change	26,788	906	0.38%	0.38%	929	0	0.0%	Q2 2026	Aug 06, 2026
CLEAR INVESTMENT RESEARCH, LLC	History	No change	26,757	905	1.41%	1.41%	930	0	0.0%	Q2 2026	Aug 11, 2026
RESOLUTE WEALTH ADVISOR, INC.	History	No change	30,919	900	0.51%	0.51%	931	0	0.0%	Q2 2026	Aug 19, 2026
Lakeridge Wealth Management LLC	History	No change	26,467	895	0.33%	0.33%	932	0	0.0%	Q2 2026	Jul 14, 2026
Immaculate Wealth Management LLC	History	No change	26,361	892	6.04%	6.04%	933	0	0.0%	Q2 2026	Aug 07, 2026
Optimus Capital Advisors, LLC	History	No change	26,337	891	0.48%	0.48%	934	0	0.0%	Q2 2026	Jul 16, 2026
ALTFEST L J & CO INC	History	No change	26,255	888	0.09%	0.09%	935	0	0.0%	Q2 2026	Jul 30, 2026
ASSOCIATED BANC-CORP	History	No change	26,189	886	0.02%	0.02%	936	0	0.0%	Q2 2026	Jul 31, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC	History	No change	26,128	884	0.2%	0.2%	937	0	0.0%	Q2 2026	Aug 07, 2026
Gerber Kawasaki Wealth & Investment Management	History	No change	25,917	877	0.02%	0.02%	938	0	0.0%	Q2 2026	Aug 07, 2026
Zhang Financial LLC	History	No change	25,860	875	0.03%	0.03%	939	0	0.0%	Q2 2026	Jul 30, 2026
QRG CAPITAL MANAGEMENT, INC.	History	No change	25,771	872	0.01%	0.01%	940	0	0.0%	Q2 2026	Sep 23, 2026
Signature Equity Partners, LLC	History	No change	25,715	870	0.4%	0.4%	941	0	0.0%	Q2 2026	Jul 30, 2026
Godfrey Financial Associates, Inc.	History	No change	25,660	868	0.66%	0.66%	942	0	0.0%	Q2 2026	Aug 11, 2026
Caprock Group, LLC	History	No change	25,584	865	0.02%	0.02%	943	0	0.0%	Q2 2026	Jul 27, 2026
Cadent Capital Advisors, LLC	History	No change	25,525	863	0.18%	0.18%	944	0	0.0%	Q2 2026	Jul 13, 2026
Fifth Third Wealth Advisors LLC	History	No change	25,422	860	0.02%	0.02%	945	0	0.0%	Q2 2026	Jul 17, 2026
Relyea Zuckerberg Hanson LLC	History	No change	25,394	859	0.07%	0.07%	946	0	0.0%	Q2 2026	Jul 16, 2026
Costello Asset Management, INC	History	No change	25,344	857	0.26%	0.26%	947	0	0.0%	Q2 2026	Jul 28, 2026
Global Wealth Strategies & Associates	History	Reduced	23,832	856	0.16%	0.15%	948	-50	-0.21%	Q3 2026	Oct 01, 2026
Ruggaard & Associates LLC	History	No change	25,318	856	0.31%	0.31%	949	0	0.0%	Q2 2026	Aug 17, 2026
STRATEGIC PLANNING GROUP, LLC	History	No change	25,217	853	0.09%	0.09%	950	0	0.0%	Q2 2026	Jul 16, 2026
Kinetic Wealth Investment Advisors LLC	History	No change	24,947	844	0.4%	0.4%	951	0	0.0%	Q2 2026	Sep 02, 2026
Synergy Investment Management, LLC	History	No change	25,276	841	0.2%	0.2%	952	0	0.0%	Q2 2026	Aug 14, 2026
Annex Advisory Services, LLC	History	No change	24,782	838	0.01%	0.01%	953	0	0.0%	Q2 2026	Jul 10, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/	History	No change	24,670	834	0.04%	0.04%	954	0	0.0%	Q2 2026	Jul 13, 2026
PINNACLE ASSOCIATES LTD	History	No change	24,528	830	0.01%	0.01%	955	0	0.0%	Q2 2026	Aug 03, 2026
Freedom Investment Management, Inc.	History	No change	24,138	816	0.23%	0.23%	956	0	0.0%	Q2 2026	Aug 10, 2026
Evanson Financial, LLC	History	No change	24,114	816	0.04%	0.04%	957	0	0.0%	Q2 2026	Jul 07, 2026
TOWNSQUARE CAPITAL LLC	History	No change	24,067	814	0.15%	0.15%	958	0	0.0%	Q2 2026	Aug 14, 2026
Granite Bay Wealth Management, LLC	History	No change	24,015	813	0.07%	0.07%	959	0	0.0%	Q2 2026	Aug 14, 2026
WEDBUSH SECURITIES INC	History	No change	23,825	806	0.02%	0.02%	960	0	0.0%	Q2 2026	Jul 28, 2026
Sovran Advisors, LLC	History	No change	23,914	806	0.06%	0.06%	961	0	0.0%	Q2 2026	Jul 29, 2026
VICTORY FINANCIAL GROUP, LLC	History	No change	23,805	805	0.08%	0.08%	962	0	0.0%	Q2 2026	Jul 28, 2026
25 LLC	History	No change	23,730	803	0.22%	0.22%	963	0	0.0%	Q2 2026	Jul 28, 2026
Triangle Securities Wealth Management	History	No change	23,713	802	0.16%	0.16%	964	0	0.0%	Q2 2026	Jul 14, 2026
Prosperity Consulting Group, LLC	History	No change	23,557	797	0.03%	0.03%	965	0	0.0%	Q2 2026	Aug 13, 2026
Members Trust Co	History	No change	23,486	794	0.02%	0.02%	966	0	0.0%	Q2 2026	Jul 31, 2026
Triad Wealth Partners, LLC	History	No change	22,802	794	0.05%	0.05%	967	0	0.0%	Q2 2026	Aug 10, 2026
Private Wealth Asset Management, LLC	History	No change	23,345	789	0.08%	0.08%	968	0	0.0%	Q2 2026	Aug 11, 2026
Resolute Advisors LLC	History	No change	23,299	788	0.19%	0.19%	969	0	0.0%	Q2 2026	Aug 14, 2026
Soundwatch Capital LLC	History	No change	23,306	788	0.09%	0.09%	970	0	0.0%	Q2 2026	Aug 13, 2026
ETF Store, Inc.	History	No change	23,294	788	0.66%	0.66%	971	0	0.0%	Q2 2026	Jul 29, 2026
One Day In July LLC	History	No change	23,243	786	0.05%	0.05%	972	0	0.0%	Q2 2026	Aug 03, 2026
Element Wealth, LLC	History	No change	23,212	785	0.29%	0.29%	973	0	0.0%	Q2 2026	Aug 14, 2026
Soltis Investment Advisors LLC	History	No change	23,177	784	0.04%	0.04%	974	0	0.0%	Q2 2026	Jul 31, 2026
Blackhawk Capital Partners, LLC	History	No change	23,144	783	0.26%	0.26%	975	0	0.0%	Q2 2026	Jul 20, 2026
Summit Financial Strategies, Inc.	History	No change	23,061	780	0.05%	0.05%	976	0	0.0%	Q2 2026	Jul 24, 2026
CORNERSTONE ENTERPRISES, LLC	History	No change	23,016	778	0.35%	0.35%	977	0	0.0%	Q2 2026	Jul 23, 2026
MITCHELL SINKLER & STARR/PA	History	No change	22,882	774	0.32%	0.32%	978	0	0.0%	Q2 2026	Jul 21, 2026
Crescent Grove Advisors, LLC	History	No change	22,901	774	0.06%	0.06%	979	0	0.0%	Q2 2026	Aug 10, 2026
Kendall Capital Management	History	No change	22,667	767	0.13%	0.13%	980	0	0.0%	Q2 2026	Aug 12, 2026
Forum Financial Management, LP	History	No change	22,670	767	0.01%	0.01%	981	0	0.0%	Q2 2026	Jul 23, 2026
MBE Wealth Management, LLC	History	No change	22,649	766	0.27%	0.27%	982	0	0.0%	Q2 2026	Jul 24, 2026
Intrua Financial, LLC	History	No change	22,619	765	0.07%	0.07%	983	0	0.0%	Q2 2026	Jul 24, 2026
HighPoint Advisor Group LLC	History	No change	22,512	761	0.03%	0.03%	984	0	0.0%	Q2 2026	Aug 05, 2026
HILLTOP WEALTH ADVISORS, LLC	History	No change	22,484	760	0.38%	0.38%	985	0	0.0%	Q2 2026	Aug 13, 2026
Resurgent Financial Advisors LLC	History	No change	22,346	756	0.21%	0.21%	986	0	0.0%	Q2 2026	Aug 14, 2026
Lantern Wealth Advisors, LLC	History	No change	22,293	754	0.35%	0.35%	987	0	0.0%	Q2 2026	Jul 28, 2026
ASPIRIANT, LLC	History	No change	22,267	753	0.02%	0.02%	988	0	0.0%	Q2 2026	Jul 20, 2026
SYM FINANCIAL Corp	History	No change	22,124	748	0.06%	0.06%	989	0	0.0%	Q2 2026	Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	No change	22,100	747	0.01%	0.01%	990	0	0.0%	Q2 2026	Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	22,082	747	0.01%	0.01%	991	0	0.0%	Q2 2026	Aug 13, 2026
LifeSteps Financial, Inc.	History	No change	22,062	746	0.35%	0.35%	992	0	0.0%	Q2 2026	Jul 17, 2026
One Wealth Management Investment & Advisory Services, LLC	History	No change	21,924	741	0.78%	0.78%	993	0	0.0%	Q2 2026	Jul 13, 2026
Planning Project LLC	History	No change	20,742	739	0.15%	0.15%	994	0	0.0%	Q2 2026	Sep 01, 2026
Fortis Advisors, LLC	History	No change	21,812	738	0.35%	0.35%	995	0	0.0%	Q2 2026	Aug 13, 2026
Stone Summit Wealth LLC	History	No change	21,679	733	0.19%	0.19%	996	0	0.0%	Q2 2026	Jul 23, 2026
SMITH SHELLNUT WILSON LLC /ADV	History	No change	21,549	729	0.27%	0.27%	997	0	0.0%	Q2 2026	Aug 03, 2026
Vermillion Wealth Management, Inc.	History	No change	21,535	728	0.17%	0.17%	998	0	0.0%	Q2 2026	Jul 15, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	History	No change	21,453	725	0.04%	0.04%	999	0	0.0%	Q2 2026	Jul 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	21,304	720	0.02%	0.02%	1000	0	0.0%	Q2 2026	Jul 20, 2026
Twelve Points Wealth Management LLC	History	No change	21,279	720	0.14%	0.14%	1001	0	0.0%	Q2 2026	Aug 07, 2026
LaSalle St. Investment Advisors, LLC	History	No change	21,292	720	0.09%	0.09%	1002	0	0.0%	Q2 2026	Aug 11, 2026
HARMONY ASSET MANAGEMENT LLC	History	No change	21,268	719	0.19%	0.19%	1003	0	0.0%	Q2 2026	Jul 20, 2026
HOEY INVESTMENTS, INC	History	No change	21,088	713	0.09%	0.09%	1004	0	0.0%	Q2 2026	Jul 27, 2026
Ascent Wealth Partners, LLC	History	No change	20,950	708	0.07%	0.07%	1005	0	0.0%	Q2 2026	Jul 31, 2026
Owen LaRue, LLC	History	No change	20,934	708	0.25%	0.25%	1006	0	0.0%	Q2 2026	Jul 22, 2026
Alpha Financial Advisors, LLC	History	No change	20,913	707	0.18%	0.18%	1007	0	0.0%	Q2 2026	Aug 13, 2026
Insight Advisors, LLC/ PA	History	No change	20,792	703	0.12%	0.12%	1008	0	0.0%	Q2 2026	Aug 05, 2026
Meeder Advisory Services, Inc.	History	No change	20,760	702	0.03%	0.03%	1009	0	0.0%	Q2 2026	Aug 07, 2026
OneAscent Wealth Management LLC	History	No change	20,741	701	0.21%	0.21%	1010	0	0.0%	Q2 2026	Aug 11, 2026
American Financial Advisors, LLC	History	No change	20,643	698	0.08%	0.08%	1011	0	0.0%	Q2 2026	Jul 14, 2026
Front Row Advisors LLC	History	No change	19,554	697	0.2%	0.2%	1012	0	0.0%	Q2 2026	Aug 13, 2026
Princeton Global Asset Management LLC	History	No change	20,581	696	0.1%	0.1%	1013	0	0.0%	Q2 2026	Jul 16, 2026
SVRN Asset Management, LLC	History	No change	20,515	694	0.36%	0.36%	1014	0	0.0%	Q2 2026	Aug 14, 2026
Synergy Financial Group, LTD	History	No change	20,432	691	0.5%	0.5%	1015	0	0.0%	Q2 2026	Aug 04, 2026
Financial Planning Navigators CORP	History	No change	20,444	691	0.26%	0.26%	1016	0	0.0%	Q2 2026	Jul 28, 2026
WealthCare Investment Partners, LLC	History	No change	20,398	690	0.17%	0.17%	1017	0	0.0%	Q2 2026	Aug 10, 2026
Safeguard Investment Advisory Group, LLC	History	No change	20,366	689	0.16%	0.16%	1018	0	0.0%	Q2 2026	Aug 13, 2026
VANGUARD ADVISERS INC	History	No change	20,313	687	0.0%	0.0%	1019	0	0.0%	Q2 2026	Aug 13, 2026
SVB WEALTH LLC	History	No change	20,318	687	0.04%	0.04%	1020	0	0.0%	Q2 2026	Jul 17, 2026
Mission Creek Capital Partners, Inc.	History	No change	22,469	685	0.12%	0.12%	1021	0	0.0%	Q2 2026	Aug 14, 2026
DELTA ASSET MANAGEMENT LLC/TN	History	No change	20,218	684	0.06%	0.06%	1022	0	0.0%	Q2 2026	Aug 10, 2026
TOWER BRIDGE ADVISORS	History	No change	20,127	681	0.06%	0.06%	1023	0	0.0%	Q2 2026	Aug 12, 2026
J. M. Brown & Associates Inc.	History	No change	20,079	679	0.39%	0.39%	1024	0	0.0%	Q2 2026	Jul 23, 2026
L. Roy Papp & Associates, LLP	History	No change	20,012	677	0.07%	0.07%	1025	0	0.0%	Q2 2026	Jul 23, 2026
SRH ADVISORS, LLC	History	No change	19,927	674	0.17%	0.17%	1026	0	0.0%	Q2 2026	Jul 24, 2026
BRIGHTON JONES LLC	History	No change	19,916	673	0.01%	0.01%	1027	0	0.0%	Q2 2026	Aug 11, 2026
Aegis Wealth Management, Inc.	History	No change	19,898	673	0.43%	0.43%	1028	0	0.0%	Q2 2026	Jul 16, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	19,592	672	0.01%	0.01%	1029	0	0.0%	Q2 2026	Jul 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	No change	19,853	671	0.03%	0.03%	1030	0	0.0%	Q2 2026	Jul 22, 2026
Bond & Devick Financial Network, Inc.	History	No change	19,720	667	0.16%	0.16%	1031	0	0.0%	Q2 2026	Jul 16, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC	History	No change	19,694	666	0.4%	0.4%	1032	0	0.0%	Q2 2026	Aug 05, 2026
SMITH CHAS P & ASSOCIATES PA CPAS	History	No change	19,624	664	0.03%	0.03%	1033	0	0.0%	Q2 2026	Sep 11, 2026
Range Advisory, LLC	History	No change	19,558	661	0.08%	0.08%	1034	0	0.0%	Q2 2026	Sep 02, 2026
BARLOW WEALTH PARTNERS, LLC	History	No change	19,284	660	0.07%	0.07%	1035	0	0.0%	Q2 2026	Jul 14, 2026
Fulcrum Equity Management	History	No change	19,498	659	0.48%	0.48%	1036	0	0.0%	Q2 2026	Jul 09, 2026
PRIVATE TRUST CO NA	History	No change	19,446	658	0.05%	0.05%	1037	0	0.0%	Q2 2026	Jul 28, 2026
Blue Trust, Inc.	History	No change	19,471	658	0.01%	0.01%	1038	0	0.0%	Q2 2026	Jul 21, 2026
NORDEN GROUP LLC	History	No change	19,450	658	0.05%	0.05%	1039	0	0.0%	Q2 2026	Jul 29, 2026
Seneschal Advisors, LLC	History	No change	19,373	655	0.45%	0.45%	1040	0	0.0%	Q2 2026	Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	No change	19,338	654	0.01%	0.01%	1041	0	0.0%	Q2 2026	Jul 23, 2026
Lutz Financial Services LLC	History	No change	19,349	654	0.04%	0.04%	1042	0	0.0%	Q2 2026	Aug 05, 2026
RBA Wealth Management, LLC	History	No change	19,244	651	0.24%	0.24%	1043	0	0.0%	Q2 2026	Jul 23, 2026
Smith Salley Wealth Management	History	No change	19,226	650	0.03%	0.03%	1044	0	0.0%	Q2 2026	Jul 23, 2026
City Center Advisors, LLC	History	Added to	18,042	648	0.5%	0.47%	1045	+723	4.17%	Q3 2026	Oct 07, 2026
Van Hulzen Asset Management, LLC	History	No change	19,140	647	0.05%	0.05%	1046	0	0.0%	Q2 2026	Aug 13, 2026
Journey Advisory Group, LLC	History	No change	19,044	644	0.05%	0.05%	1047	0	0.0%	Q2 2026	Aug 04, 2026
Plante Moran Financial Advisors, LLC	History	No change	19,010	643	0.03%	0.03%	1048	0	0.0%	Q2 2026	Aug 06, 2026
Focused Wealth Management, Inc	History	No change	18,890	639	0.06%	0.06%	1049	0	0.0%	Q2 2026	Aug 06, 2026
CHAPMAN FINANCIAL GROUP, LLC	History	No change	18,856	638	0.42%	0.42%	1050	0	0.0%	Q2 2026	Aug 05, 2026
Baring Financial LLC	History	Reduced	17,640	633	0.34%	0.34%	1051	-813	-4.41%	Q3 2026	Oct 07, 2026
First Heartland Consultants, Inc.	History	Added to	17,593	632	0.04%	0.04%	1052	+98	0.56%	Q3 2026	Oct 08, 2026
BLUELINE ADVISORS LLC	History	No change	18,665	631	0.44%	0.44%	1053	0	0.0%	Q2 2026	Jul 27, 2026
White Lighthouse Investment Management Inc.	History	No change	18,633	630	0.08%	0.08%	1054	0	0.0%	Q2 2026	Aug 04, 2026
Fortis Capital Management LLC	History	No change	18,638	630	0.07%	0.07%	1055	0	0.0%	Q2 2026	Aug 12, 2026
VALICENTI ADVISORY SERVICES INC	History	No change	18,564	628	0.12%	0.12%	1056	0	0.0%	Q2 2026	Jul 16, 2026
HOHIMER WEALTH MANAGEMENT, LLC	History	No change	18,541	627	0.06%	0.06%	1057	0	0.0%	Q2 2026	Jul 31, 2026
Ashton Thomas Private Wealth, LLC	History	No change	18,548	627	0.01%	0.01%	1058	0	0.0%	Q2 2026	Jul 29, 2026
CABOT WEALTH MANAGEMENT INC	History	No change	18,429	623	0.06%	0.06%	1059	0	0.0%	Q2 2026	Jul 31, 2026
Amicus Financial Advisors, LLC	History	No change	18,438	623	0.15%	0.15%	1060	0	0.0%	Q2 2026	Jul 20, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC	History	No change	18,353	621	0.04%	0.04%	1061	0	0.0%	Q2 2026	Aug 05, 2026
Briggs Wealth Management, Inc	History	No change	18,354	621	0.57%	0.57%	1062	0	0.0%	Q2 2026	Aug 06, 2026
Global Assets Advisory, LLC	History	No change	18,085	618	0.13%	0.13%	1063	0	0.0%	Q2 2026	Jul 27, 2026
Tradewinds Capital Management, LLC	History	No change	18,235	617	0.11%	0.11%	1064	0	0.0%	Q2 2026	Jul 23, 2026
Wealth Advisory Team LLC	History	No change	18,176	615	0.5%	0.5%	1065	0	0.0%	Q2 2026	Jul 23, 2026
NORTH STAR ASSET MANAGEMENT INC	History	No change	18,034	610	0.02%	0.02%	1066	0	0.0%	Q2 2026	Aug 18, 2026
OARSMAN CAPITAL, INC.	History	No change	17,951	607	0.06%	0.06%	1067	0	0.0%	Q2 2026	Aug 07, 2026
Pathway Financial Advisors LLC	History	Added to	16,861	605	0.07%	0.07%	1069	+19	0.11%	Q3 2026	Oct 07, 2026
Aspen Investment Management Inc	History	No change	17,885	605	0.16%	0.16%	1068	0	0.0%	Q2 2026	Jul 17, 2026
Dickmeyer Boyce Financial Management, Inc.	History	Added to	16,748	601	0.31%	0.28%	1070	+972	6.16%	Q3 2026	Oct 08, 2026
Redwood Financial Network Corp	History	No change	17,704	599	0.33%	0.33%	1071	0	0.0%	Q2 2026	Aug 07, 2026
Sharkey, Howes & Javer	History	No change	17,648	597	0.07%	0.07%	1072	0	0.0%	Q2 2026	Jul 09, 2026
WULFF, HANSEN & CO.	History	No change	17,617	596	0.46%	0.46%	1073	0	0.0%	Q2 2026	Aug 05, 2026
Vanguard Capital Wealth Advisors	History	No change	17,626	596	0.4%	0.4%	1074	0	0.0%	Q2 2026	Jul 23, 2026
Networth Advisors, LLC	History	No change	17,618	596	0.35%	0.35%	1075	0	0.0%	Q2 2026	Jul 22, 2026
Annandale Capital, LLC	History	No change	17,546	594	0.08%	0.08%	1076	0	0.0%	Q2 2026	Aug 13, 2026
AUCTUS ADVISORS LLC	History	No change	17,467	591	0.5%	0.5%	1077	0	0.0%	Q2 2026	Aug 06, 2026
Alpha Omega Wealth Management LLC	History	No change	17,422	589	0.09%	0.09%	1078	0	0.0%	Q2 2026	Jul 20, 2026
Carrera Capital Advisors	History	No change	17,387	588	0.09%	0.09%	1079	0	0.0%	Q2 2026	Aug 03, 2026
Glassman Wealth Services	History	No change	17,370	587	0.07%	0.07%	1080	0	0.0%	Q2 2026	Aug 05, 2026
Ascension Capital Advisors, Inc.	History	No change	17,309	585	0.16%	0.16%	1081	0	0.0%	Q2 2026	Jul 27, 2026
SMART Wealth LLC	History	No change	17,176	581	0.13%	0.13%	1082	0	0.0%	Q2 2026	Aug 05, 2026
SWMG, LLC	History	No change	16,754	579	0.14%	0.14%	1083	0	0.0%	Q2 2026	Jul 15, 2026
Boyce & Associates Wealth Consulting, Inc.	History	No change	17,000	575	0.4%	0.4%	1084	0	0.0%	Q2 2026	Jul 23, 2026
EHRLICH FINANCIAL GROUP	History	No change	16,953	573	0.29%	0.29%	1085	0	0.0%	Q2 2026	Jul 09, 2026
Freestone Capital Holdings, LLC	History	No change	16,929	572	0.01%	0.01%	1086	0	0.0%	Q2 2026	Jul 31, 2026
Everstar Asset Management, LLC	History	No change	16,848	570	0.27%	0.27%	1087	0	0.0%	Q2 2026	Aug 03, 2026
Carter Financial, LLC	History	No change	16,788	568	0.43%	0.43%	1088	0	0.0%	Q2 2026	Aug 13, 2026
Tranquility Partners, LLC	History	No change	16,778	567	0.19%	0.19%	1089	0	0.0%	Q2 2026	Jul 23, 2026
Kastel Capital Advisors, LLC	History	No change	19,454	566	0.36%	0.36%	1090	0	0.0%	Q2 2026	Jul 09, 2026
Brickley Wealth Management	History	No change	16,687	564	0.08%	0.08%	1091	0	0.0%	Q2 2026	Jul 13, 2026
Geometric Wealth Advisors	History	No change	16,688	564	0.06%	0.06%	1092	0	0.0%	Q2 2026	Aug 11, 2026
Argos Wealth Advisors, LLC	History	No change	16,586	561	0.15%	0.15%	1093	0	0.0%	Q2 2026	Aug 13, 2026
D'Orazio & Associates, Inc.	History	No change	16,556	560	0.06%	0.06%	1094	0	0.0%	Q2 2026	Jul 28, 2026
Fidelis Wealth Advisors LLC	History	No change	16,533	559	0.84%	0.84%	1095	0	0.0%	Q2 2026	Aug 13, 2026
Wealth Analytics Partners, LLC	History	No change	16,096	556	0.2%	0.2%	1096	0	0.0%	Q2 2026	Jul 16, 2026
XY Planning Network, Inc.	History	No change	16,427	555	0.07%	0.07%	1097	0	0.0%	Q2 2026	Jul 14, 2026
CVFG LLC	History	No change	16,307	551	0.06%	0.06%	1098	0	0.0%	Q2 2026	Aug 11, 2026
FIRST TRUST ADVISORS LP	History	No change	16,196	548	0.0%	0.0%	1099	0	0.0%	Q2 2026	Aug 11, 2026
MONEYWISE, INC.	History	No change	16,208	548	0.2%	0.2%	1100	0	0.0%	Q2 2026	Jul 21, 2026
J HAGAN CAPITAL, INC.	History	No change	16,203	548	0.25%	0.25%	1101	0	0.0%	Q2 2026	Aug 14, 2026
G2 CAPITAL MANAGEMENT, LLC / OH	History	No change	16,092	544	0.12%	0.12%	1102	0	0.0%	Q2 2026	Aug 11, 2026
Lantz Financial LLC	History	No change	16,052	543	0.1%	0.1%	1103	0	0.0%	Q2 2026	Jul 09, 2026
Obermeyer Wealth Partners	History	No change	16,040	542	0.02%	0.02%	1104	0	0.0%	Q2 2026	Jul 29, 2026
Sovereign Financial Group, Inc.	History	No change	16,034	542	0.08%	0.08%	1105	0	0.0%	Q2 2026	Jul 24, 2026
ZynergyRetirementPlanningLLC	History	Reduced	15,028	539	0.29%	0.28%	1106	-416	-2.69%	Q3 2026	Oct 08, 2026
Clark Asset Management, LLC	History	No change	15,930	539	0.04%	0.04%	1107	0	0.0%	Q2 2026	Jul 07, 2026
FSA Advisors, Inc.	History	No change	15,834	537	0.25%	0.25%	1108	0	0.0%	Q2 2026	Aug 17, 2026
WMG Financial Advisors, LLC	History	No change	15,847	536	0.2%	0.2%	1109	0	0.0%	Q2 2026	Jul 23, 2026
Affiance Financial, LLC	History	No change	15,775	533	0.08%	0.08%	1110	0	0.0%	Q2 2026	Jul 09, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC	History	Reduced	14,824	532	0.12%	0.12%	1111	-110	-0.74%	Q3 2026	Oct 06, 2026
Ironwood Financial, llc	History	No change	15,471	531	0.08%	0.08%	1112	0	0.0%	Q2 2026	Jul 17, 2026
Lynx Investment Advisory	History	No change	15,709	531	0.17%	0.17%	1113	0	0.0%	Q2 2026	Jul 27, 2026
OPTIMA CAPITAL LLC	History	No change	15,718	531	0.21%	0.21%	1114	0	0.0%	Q2 2026	Jul 24, 2026
Wealth Management Nebraska	History	No change	15,632	528	0.05%	0.05%	1115	0	0.0%	Q2 2026	Jul 27, 2026
Waterfront Wealth Inc.	History	No change	14,957	518	0.08%	0.08%	1116	0	0.0%	Q2 2026	Jul 30, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	History	No change	15,326	518	0.05%	0.05%	1117	0	0.0%	Q2 2026	Jul 16, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC	History	No change	15,285	517	0.1%	0.1%	1118	0	0.0%	Q2 2026	Jul 22, 2026
Arkos Global Advisors	History	No change	15,215	515	0.06%	0.06%	1119	0	0.0%	Q2 2026	Aug 14, 2026
Praetorian Wealth Management, Inc.	History	No change	15,185	513	0.09%	0.09%	1120	0	0.0%	Q2 2026	Jul 07, 2026
IVC Wealth Advisors LLC	History	No change	15,148	512	0.2%	0.2%	1121	0	0.0%	Q2 2026	Jul 14, 2026
Plan A Wealth LLC	History	Added to	14,242	511	0.18%	0.18%	1122	+1,707	13.62%	Q3 2026	Oct 08, 2026
Financial Sense Advisors, Inc.	History	No change	15,099	510	0.1%	0.1%	1123	0	0.0%	Q2 2026	Aug 14, 2026
TFB Advisors LLC	History	No change	15,038	508	0.22%	0.22%	1124	0	0.0%	Q2 2026	Aug 06, 2026
Migdal Insurance & Financial Holdings Ltd.	History	No change	14,955	506	0.0%	0.0%	1125	0	0.0%	Q2 2026	Aug 10, 2026
Balefire, LLC	History	No change	14,977	506	0.08%	0.08%	1126	0	0.0%	Q2 2026	Jul 07, 2026
Keenan, LLC	History	No change	14,923	505	0.36%	0.36%	1127	0	0.0%	Q2 2026	Aug 07, 2026
WEALTH EFFECTS LLC	History	No change	14,828	501	0.14%	0.14%	1128	0	0.0%	Q2 2026	Aug 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	14,798	500	0.0%	0.0%	1129	0	0.0%	Q2 2026	Jul 28, 2026
Legend Financial Advisors, Inc.	History	No change	14,789	500	0.28%	0.28%	1130	0	0.0%	Q2 2026	Jul 20, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL	History	No change	14,732	499	0.01%	0.01%	1131	0	0.0%	Q2 2026	Aug 11, 2026
Ankerstar Wealth, LLC	History	No change	14,747	499	0.42%	0.42%	1132	0	0.0%	Q2 2026	Aug 13, 2026
CPC Advisors, LLC	History	No change	14,719	498	0.07%	0.07%	1133	0	0.0%	Q2 2026	Jul 24, 2026
NAPLES GLOBAL ADVISORS, LLC	History	No change	14,703	497	0.03%	0.03%	1134	0	0.0%	Q2 2026	Jul 23, 2026
URS Advisory LLC	History	No change	14,711	497	0.28%	0.28%	1135	0	0.0%	Q2 2026	Jul 27, 2026
PATTEN & PATTEN INC/TN	History	No change	14,659	496	0.03%	0.03%	1136	0	0.0%	Q2 2026	Aug 05, 2026
Global Endowment Management, LP	History	No change	14,654	496	0.05%	0.05%	1137	0	0.0%	Q2 2026	Aug 14, 2026
Red Door Wealth Management, LLC	History	No change	14,618	494	0.05%	0.05%	1138	0	0.0%	Q2 2026	Jul 13, 2026
PATRICK M SWEENEY & ASSOCIATES, INC	History	No change	14,563	492	0.28%	0.28%	1139	0	0.0%	Q2 2026	Aug 10, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC	History	No change	14,518	491	0.02%	0.02%	1140	0	0.0%	Q2 2026	Aug 20, 2026
Tull Financial Group, Inc.	History	No change	14,495	490	0.19%	0.19%	1141	0	0.0%	Q2 2026	Aug 05, 2026
Glass Jacobson Investment Advisors llc	History	No change	14,467	489	0.15%	0.15%	1142	0	0.0%	Q2 2026	Jul 30, 2026
Pinnacle Wealth Management Advisory Group, LLC	History	No change	14,423	488	0.03%	0.03%	1143	0	0.0%	Q2 2026	Aug 05, 2026
Manske Wealth Management	History	No change	14,404	487	0.12%	0.12%	1144	0	0.0%	Q2 2026	Aug 03, 2026
GC Wealth Management RIA, LLC	History	No change	14,346	485	0.03%	0.03%	1145	0	0.0%	Q2 2026	Jul 16, 2026
Wescott Financial Advisory Group, LLC	History	No change	14,312	484	0.04%	0.04%	1146	0	0.0%	Q2 2026	Aug 04, 2026
Grey Fox Wealth Advisors, LLC	History	No change	14,252	482	0.08%	0.08%	1147	0	0.0%	Q2 2026	Jul 17, 2026
SALEM INVESTMENT COUNSELORS INC	History	No change	14,168	479	0.01%	0.01%	1148	0	0.0%	Q2 2026	Jul 14, 2026
Fairman Group, LLC	History	No change	14,134	478	0.38%	0.38%	1149	0	0.0%	Q2 2026	Aug 04, 2026
MCF Advisors LLC	History	No change	14,110	477	0.02%	0.02%	1150	0	0.0%	Q2 2026	Aug 12, 2026
Argent Trust Co	History	No change	13,979	473	0.01%	0.01%	1151	0	0.0%	Q2 2026	Aug 06, 2026
Jacobi Capital Management LLC	History	No change	13,934	471	0.02%	0.02%	1152	0	0.0%	Q2 2026	Jul 31, 2026
Ritter Daniher Financial Advisory LLC / DE	History	No change	13,850	468	0.07%	0.07%	1153	0	0.0%	Q2 2026	Jul 14, 2026
Yoffe Investment Management, LLC	History	No change	13,824	467	0.53%	0.53%	1154	0	0.0%	Q2 2026	Jul 09, 2026
Gateway Wealth Partners, LLC	History	No change	13,793	466	0.03%	0.03%	1155	0	0.0%	Q2 2026	Aug 04, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC	History	Reduced	12,967	465	0.09%	0.09%	1156	-131	-1.0%	Q3 2026	Oct 05, 2026
PRIVATE MANAGEMENT GROUP INC	History	No change	13,731	464	0.01%	0.01%	1157	0	0.0%	Q2 2026	Jul 31, 2026
Asio Capital, LLC	History	No change	13,716	464	0.06%	0.06%	1158	0	0.0%	Q2 2026	Jul 17, 2026
PURSUE WEALTH PARTNERS LLC	History	No change	13,720	464	0.26%	0.26%	1159	0	0.0%	Q2 2026	Aug 07, 2026
Hamilton Capital, LLC	History	No change	12,866	462	0.03%	0.02%	1160	0	0.0%	Q3 2026	Oct 08, 2026
Klingman & Associates, LLC	History	No change	13,634	461	0.02%	0.02%	1161	0	0.0%	Q2 2026	Jul 29, 2026
Stokes Family Office, LLC	History	No change	13,596	460	0.05%	0.05%	1162	0	0.0%	Q2 2026	Aug 11, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC	History	No change	13,541	458	0.03%	0.03%	1163	0	0.0%	Q2 2026	Aug 14, 2026
Third View Private Wealth, LLC	History	No change	13,540	458	0.06%	0.06%	1164	0	0.0%	Q2 2026	Jul 27, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC	History	No change	13,506	457	0.19%	0.19%	1165	0	0.0%	Q2 2026	Aug 14, 2026
SENTINEL PENSION ADVISORS, LLC	History	No change	13,254	453	0.06%	0.06%	1166	0	0.0%	Q2 2026	Jul 23, 2026
CCG WEALTH MANAGEMENT, LLC	History	No change	13,347	451	0.1%	0.1%	1167	0	0.0%	Q2 2026	Aug 07, 2026
Falcon Wealth Planning	History	No change	13,336	451	0.03%	0.03%	1168	0	0.0%	Q2 2026	Jul 13, 2026
Investments & Financial Planning, LLC	History	No change	13,299	450	0.21%	0.21%	1169	0	0.0%	Q2 2026	Aug 12, 2026
RHS Financial, LLC	History	No change	13,252	448	0.18%	0.18%	1170	0	0.0%	Q2 2026	Aug 07, 2026
SageGuard Financial Group, LLC	History	No change	13,246	448	0.06%	0.06%	1171	0	0.0%	Q2 2026	Jul 27, 2026
Fearless Solutions, LLC dba Best Invest	History	No change	13,237	447	0.24%	0.24%	1172	0	0.0%	Q2 2026	Jul 21, 2026
Bryn Mawr Trust Advisors, LLC	History	No change	13,204	446	0.02%	0.02%	1173	0	0.0%	Q2 2026	Aug 03, 2026
Lotus Asset Management LLC	History	No change	13,170	445	0.39%	0.39%	1174	0	0.0%	Q2 2026	Sep 09, 2026
ForthRight Wealth Management, LLC	History	No change	12,925	437	0.11%	0.11%	1175	0	0.0%	Q2 2026	Aug 07, 2026
INVESTED ADVISORS	History	No change	12,924	437	0.39%	0.39%	1176	0	0.0%	Q2 2026	Aug 04, 2026
New Insight Wealth Advisors	History	No change	12,889	436	0.13%	0.13%	1177	0	0.0%	Q2 2026	Jul 27, 2026
D L CARLSON INVESTMENT GROUP INC	History	No change	12,869	435	0.07%	0.07%	1178	0	0.0%	Q2 2026	Aug 11, 2026
PUREfi Wealth, LLC	History	No change	12,800	433	0.24%	0.24%	1179	0	0.0%	Q2 2026	Jul 27, 2026
SOA Wealth Advisors, LLC.	History	No change	12,760	431	0.07%	0.07%	1180	0	0.0%	Q2 2026	Jul 21, 2026
GODSEY & GIBB, INC	History	No change	12,669	428	0.04%	0.04%	1181	0	0.0%	Q2 2026	Jul 13, 2026
Cannon Financial Strategists, Inc.	History	No change	12,618	426	0.05%	0.05%	1182	0	0.0%	Q2 2026	Aug 07, 2026
Meridian Financial Advisors, LLC	History	No change	12,563	425	0.2%	0.2%	1183	0	0.0%	Q2 2026	Jul 22, 2026
Firestone Capital Management	History	No change	12,541	424	0.08%	0.08%	1184	0	0.0%	Q2 2026	Jul 31, 2026
Ipsen Advisor Group LLC	History	No change	12,530	424	0.27%	0.27%	1185	0	0.0%	Q2 2026	Jul 29, 2026
Hudock, Inc.	History	No change	12,517	423	0.05%	0.05%	1186	0	0.0%	Q2 2026	Jul 31, 2026
BEACON FINANCIAL GROUP	History	No change	12,503	423	0.04%	0.04%	1187	0	0.0%	Q2 2026	Jul 16, 2026
TRUST CO OF TOLEDO NA /OH/	History	No change	12,492	422	0.04%	0.04%	1188	0	0.0%	Q2 2026	Jul 16, 2026
Finer Wealth Management, Inc.	History	No change	12,444	421	0.19%	0.19%	1189	0	0.0%	Q2 2026	Aug 03, 2026
DEARBORN PARTNERS LLC	History	No change	14,450	420	0.02%	0.02%	1190	0	0.0%	Q2 2026	Aug 13, 2026
ZACKS INVESTMENT MANAGEMENT	History	No change	12,377	418	0.0%	0.0%	1191	0	0.0%	Q2 2026	Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P.	History	No change	12,306	416	0.0%	0.0%	1192	0	0.0%	Q2 2026	Aug 14, 2026
Investment Planning Advisors, Inc.	History	No change	12,292	415	0.1%	0.1%	1193	0	0.0%	Q2 2026	Jul 23, 2026
FULTON BANK, N.A.	History	No change	12,244	414	0.01%	0.01%	1194	0	0.0%	Q2 2026	Jul 09, 2026
BRIDGES INVESTMENT MANAGEMENT INC	History	No change	12,253	414	0.01%	0.01%	1195	0	0.0%	Q2 2026	Aug 07, 2026
Retireful, LLC	History	No change	11,899	412	0.38%	0.38%	1196	0	0.0%	Q2 2026	Jul 22, 2026
IFC & Insurance Marketing, Inc.	History	No change	12,183	412	0.36%	0.36%	1197	0	0.0%	Q2 2026	Jul 09, 2026
NTV ASSET MANAGEMENT LLC	History	No change	12,173	411	0.04%	0.04%	1198	0	0.0%	Q2 2026	Aug 05, 2026
PERSONAL CFO SOLUTIONS, LLC	History	No change	12,127	410	0.06%	0.06%	1199	0	0.0%	Q2 2026	Aug 07, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC	History	No change	12,097	409	0.03%	0.03%	1200	0	0.0%	Q2 2026	Jul 16, 2026
Gradient Investments LLC	History	Added to	11,381	408	0.01%	0.01%	1201	+250	2.25%	Q3 2026	Oct 08, 2026
AMG National Trust Bank	History	No change	12,000	406	0.01%	0.01%	1202	0	0.0%	Q2 2026	Aug 06, 2026
COURIER CAPITAL LLC	History	No change	11,995	405	0.02%	0.02%	1203	0	0.0%	Q2 2026	Jul 16, 2026
Vectors Research Management, LLC	History	No change	11,995	405	0.11%	0.11%	1204	0	0.0%	Q2 2026	Jul 29, 2026
KERR FINANCIAL PLANNING Corp	History	No change	11,935	403	0.45%	0.45%	1205	0	0.0%	Q2 2026	Jul 02, 2026
Teamwork Financial Advisors, LLC	History	No change	11,837	400	0.04%	0.04%	1206	0	0.0%	Q2 2026	Jul 08, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC	History	No change	11,799	399	0.01%	0.01%	1207	0	0.0%	Q2 2026	Jul 17, 2026
Financial Management Professionals, Inc.	History	No change	11,803	399	0.04%	0.04%	1208	0	0.0%	Q2 2026	Jul 09, 2026
Canal Capital Management, LLC	History	No change	11,773	398	0.05%	0.05%	1209	0	0.0%	Q2 2026	Jul 28, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC	History	No change	11,770	398	0.11%	0.11%	1210	0	0.0%	Q2 2026	Jul 24, 2026
CWA Asset Management Group, LLC	History	No change	11,741	397	0.01%	0.01%	1211	0	0.0%	Q2 2026	Jul 14, 2026
TRED AVON FAMILY WEALTH, LLC	History	No change	11,670	394	0.12%	0.12%	1212	0	0.0%	Q2 2026	Aug 10, 2026
Seascape Capital Management	History	No change	11,592	392	0.09%	0.09%	1213	0	0.0%	Q2 2026	Jul 21, 2026
Evolution Advisers, Inc.	History	No change	11,589	392	0.14%	0.14%	1214	0	0.0%	Q2 2026	Jul 31, 2026
Rossmore Private Capital	History	No change	11,580	391	0.03%	0.03%	1215	0	0.0%	Q2 2026	Jul 31, 2026
GoalVest Advisory LLC	History	No change	10,896	391	0.07%	0.07%	1216	0	0.0%	Q3 2026	Oct 02, 2026
EARNED WEALTH ADVISORS, LLC	History	No change	11,544	390	0.03%	0.03%	1217	0	0.0%	Q2 2026	Aug 14, 2026
Fragasso Financial Advisors Inc	History	No change	11,519	389	0.02%	0.02%	1218	0	0.0%	Q2 2026	Jul 09, 2026
Axis Wealth Partners, LLC	History	No change	11,512	389	0.19%	0.19%	1219	0	0.0%	Q2 2026	Jul 28, 2026
Uptown Financial Advisors LLC	History	No change	11,476	388	0.26%	0.26%	1220	0	0.0%	Q2 2026	Jul 10, 2026
Paladin Advisory Group, LLC	History	No change	11,458	387	0.26%	0.26%	1221	0	0.0%	Q2 2026	Jul 28, 2026
Ted Buchan & Co	History	No change	11,415	386	0.13%	0.13%	1222	0	0.0%	Q2 2026	Jul 23, 2026
Harvest Investment Services, LLC	History	No change	11,343	383	0.06%	0.06%	1223	0	0.0%	Q2 2026	Aug 14, 2026
LaFleur & Godfrey LLC	History	No change	11,297	382	0.05%	0.05%	1224	0	0.0%	Q2 2026	Jul 15, 2026
NWK Group, Inc.	History	No change	11,272	381	0.12%	0.12%	1225	0	0.0%	Q2 2026	Aug 10, 2026
Hutchens & Kramer Investment Management Group, LLC	History	No change	11,264	381	0.1%	0.1%	1226	0	0.0%	Q2 2026	Jul 09, 2026
American Money Management, LLC	History	No change	11,249	380	0.05%	0.05%	1227	0	0.0%	Q2 2026	Aug 13, 2026
ACCESS FINANCIAL SERVICES, INC.	History	No change	11,190	378	0.12%	0.12%	1228	0	0.0%	Q2 2026	Jul 16, 2026
Round Rock Advisors LLC	History	No change	11,173	378	0.05%	0.05%	1229	0	0.0%	Q2 2026	Aug 12, 2026
Delta Investment Management, LLC	History	No change	11,115	376	0.06%	0.06%	1230	0	0.0%	Q2 2026	Aug 13, 2026
Stenger Family Office, LLC	History	No change	9,916	376	0.06%	0.06%	1231	0	0.0%	Q2 2026	Jul 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	History	No change	11,063	374	0.02%	0.02%	1232	0	0.0%	Q2 2026	Jul 20, 2026
TPG Advisors LLC	History	No change	11,053	374	0.21%	0.21%	1233	0	0.0%	Q2 2026	Jul 29, 2026
FF Advisors,LLC	History	No change	11,017	372	0.14%	0.14%	1234	0	0.0%	Q2 2026	Jul 29, 2026
Pathway Financial Advisers, LLC	History	No change	11,002	372	0.09%	0.09%	1235	0	0.0%	Q2 2026	Jul 30, 2026
Omega Financial Group, LLC	History	No change	10,980	371	0.11%	0.11%	1236	0	0.0%	Q2 2026	Jul 21, 2026
Sunrise Financial Services, LLC	History	No change	10,982	371	0.22%	0.22%	1237	0	0.0%	Q2 2026	Aug 12, 2026
Diversified Investment Strategies, LLC	History	No change	10,949	370	0.24%	0.24%	1238	0	0.0%	Q2 2026	Jul 27, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	No change	10,857	367	0.01%	0.01%	1239	0	0.0%	Q2 2026	Aug 10, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC	History	No change	10,873	367	0.07%	0.07%	1240	0	0.0%	Q2 2026	Jul 09, 2026
Turning Point Benefit Group, Inc.	History	No change	10,804	367	0.16%	0.16%	1241	0	0.0%	Q2 2026	Jul 23, 2026
Summit Financial Consulting LLC	History	No change	10,851	367	0.25%	0.25%	1242	0	0.0%	Q2 2026	Aug 06, 2026
Advisor OS, LLC	History	No change	10,822	366	0.02%	0.02%	1243	0	0.0%	Q2 2026	Aug 05, 2026
STUDIO INVESTMENT MANAGEMENT LLC	History	No change	10,814	365	0.06%	0.06%	1244	0	0.0%	Q2 2026	Jul 31, 2026
Wealth Dimensions Group, Ltd.	History	No change	10,778	364	0.07%	0.07%	1245	0	0.0%	Q2 2026	Jul 22, 2026
Confluence Wealth Services, Inc.	History	No change	10,749	363	0.01%	0.01%	1246	0	0.0%	Q2 2026	Jul 22, 2026
Columbia Bank	History	No change	10,740	363	0.08%	0.08%	1247	0	0.0%	Q2 2026	Jul 24, 2026
BTC Capital Management, Inc.	History	No change	10,688	361	0.02%	0.02%	1248	0	0.0%	Q2 2026	Jul 16, 2026
Frank, Rimerman Advisors LLC	History	No change	10,688	361	0.02%	0.02%	1249	0	0.0%	Q2 2026	Jul 27, 2026
United Community Bank	History	No change	10,693	361	0.11%	0.11%	1250	0	0.0%	Q2 2026	Aug 13, 2026
Strategic Equity Management	History	No change	10,623	359	0.12%	0.12%	1251	0	0.0%	Q2 2026	Aug 10, 2026
Financial Management, Inc.	History	No change	10,633	359	0.29%	0.29%	1252	0	0.0%	Q2 2026	Aug 12, 2026
Atlas Brown,Inc.	History	No change	10,605	358	0.1%	0.1%	1253	0	0.0%	Q2 2026	Jul 09, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO	History	No change	9,936	357	0.03%	0.03%	1254	0	0.0%	Q3 2026	Oct 07, 2026
Mason & Associates Inc	History	No change	10,560	357	0.06%	0.06%	1255	0	0.0%	Q2 2026	Jul 23, 2026
OneAscent Family Office, LLC	History	No change	10,565	357	0.18%	0.18%	1256	0	0.0%	Q2 2026	Aug 11, 2026
OFS Enterprise LLC	History	No change	10,531	356	0.09%	0.09%	1257	0	0.0%	Q2 2026	Jul 08, 2026
ALBION FINANCIAL GROUP /UT	History	No change	10,498	355	0.02%	0.02%	1258	0	0.0%	Q2 2026	Jul 22, 2026
Arete Wealth Advisors, LLC	History	No change	10,494	355	0.02%	0.02%	1259	0	0.0%	Q2 2026	Aug 12, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC	History	No change	10,515	355	0.04%	0.04%	1260	0	0.0%	Q2 2026	Jul 20, 2026
White Knight Strategic Wealth Advisors, LLC	History	No change	10,500	355	0.25%	0.25%	1261	0	0.0%	Q2 2026	Aug 14, 2026
Catalyst Investment Management LLC	History	No change	10,491	355	0.32%	0.32%	1262	0	0.0%	Q2 2026	Aug 10, 2026
COFG Advisors, LLC	History	No change	10,402	352	0.06%	0.06%	1263	0	0.0%	Q2 2026	Aug 14, 2026
Pinnacle Bancorp, Inc.	History	No change	10,391	351	0.09%	0.09%	1264	0	0.0%	Q2 2026	Jul 28, 2026
Legacy Capital Wealth Partners, LLC	History	No change	10,393	351	0.07%	0.07%	1265	0	0.0%	Q2 2026	Aug 12, 2026
Orographic Financial Advisors, LLC	History	No change	9,849	350	0.23%	0.23%	1266	0	0.0%	Q2 2026	Aug 13, 2026
Coppell Advisory Solutions LLC	History	No change	14,518	348	0.03%	0.03%	1267	0	0.0%	Q2 2026	Aug 14, 2026
Coastwise Capital Group, LLC	History	No change	10,296	348	0.2%	0.2%	1268	0	0.0%	Q2 2026	Jul 16, 2026
Western Reserve Capital Management, LLC	History	No change	10,294	348	0.26%	0.26%	1269	0	0.0%	Q2 2026	Jul 21, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	No change	10,269	347	0.04%	0.04%	1270	0	0.0%	Q2 2026	Jul 27, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC	History	No change	10,261	347	0.08%	0.08%	1271	0	0.0%	Q2 2026	Aug 10, 2026
Basepoint Wealth LLC	History	No change	10,265	347	0.2%	0.2%	1272	0	0.0%	Q2 2026	Aug 10, 2026
REDW Wealth LLC	History	No change	10,248	346	0.12%	0.12%	1273	0	0.0%	Q2 2026	Jul 30, 2026
Golden State Wealth Management, LLC	History	No change	10,243	346	0.03%	0.03%	1274	0	0.0%	Q2 2026	Jul 22, 2026
EASTERN BANK	History	New	9,625	345	0.01%	—	1276	+9,625	New	Q3 2026	Oct 05, 2026
Aspire Capital Advisors LLC	History	No change	10,207	345	0.07%	0.07%	1275	0	0.0%	Q2 2026	Aug 05, 2026
Accelerate Investment Advisors LLC	History	No change	10,179	344	0.2%	0.2%	1277	0	0.0%	Q2 2026	Aug 12, 2026
Capital Asset Advisory Services LLC	History	No change	10,113	342	0.01%	0.01%	1278	0	0.0%	Q2 2026	Aug 14, 2026
LWM ADVISORS INC	History	Added to	9,482	340	0.26%	0.23%	1279	+151	1.62%	Q3 2026	Oct 08, 2026
Stratos Investment Management, LLC	History	No change	9,969	337	0.01%	0.01%	1280	0	0.0%	Q2 2026	Aug 11, 2026
GDS Wealth Management	History	No change	9,965	337	0.02%	0.02%	1281	0	0.0%	Q2 2026	Aug 13, 2026
Trust Co of the South	History	No change	9,920	335	0.05%	0.05%	1282	0	0.0%	Q2 2026	Jul 01, 2026
Well Done, LLC	History	No change	9,878	334	0.04%	0.04%	1283	0	0.0%	Q2 2026	Jul 24, 2026
Morton Capital Management LLC/CA	History	No change	9,884	334	0.05%	0.05%	1284	0	0.0%	Q2 2026	Jul 23, 2026
CHECK CAPITAL MANAGEMENT INC/CA	History	No change	9,800	331	0.01%	0.01%	1285	0	0.0%	Q2 2026	Aug 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS	History	No change	9,772	330	0.03%	0.03%	1286	0	0.0%	Q2 2026	Jul 22, 2026
GLENMEDE TRUST CO NA	History	No change	9,736	329	0.0%	0.0%	1287	0	0.0%	Q2 2026	Aug 10, 2026
CAHABA WEALTH MANAGEMENT, INC.	History	No change	9,717	328	0.02%	0.02%	1288	0	0.0%	Q2 2026	Jul 31, 2026
Tannin Capital LLC	History	No change	9,719	328	0.22%	0.22%	1289	0	0.0%	Q2 2026	Aug 04, 2026
FIRST NATIONAL TRUST CO	History	No change	9,665	327	0.01%	0.01%	1290	0	0.0%	Q2 2026	Jul 30, 2026
Riverstone Advisors, LLC	History	No change	9,664	327	0.14%	0.14%	1291	0	0.0%	Q2 2026	Aug 06, 2026
Texas Capital Bank Wealth Management Services Inc	History	No change	9,654	326	0.02%	0.02%	1292	0	0.0%	Q2 2026	Aug 07, 2026
Sage Investment Counsel LLC	History	No change	9,555	323	0.32%	0.32%	1293	0	0.0%	Q2 2026	Jul 22, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC	History	No change	9,490	321	0.03%	0.03%	1294	0	0.0%	Q2 2026	Aug 06, 2026
Palisade Asset Management, LLC	History	No change	9,462	320	0.03%	0.03%	1295	0	0.0%	Q2 2026	Jul 20, 2026
Cascade Wealth Advisors, Inc	History	No change	8,962	320	0.13%	0.13%	1296	0	0.0%	Q2 2026	Aug 10, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC	History	No change	9,452	319	0.14%	0.14%	1297	0	0.0%	Q2 2026	Aug 07, 2026
MLG Wealth Management DBA Pine Grove Financial Group	History	No change	9,404	318	0.03%	0.03%	1298	0	0.0%	Q2 2026	Sep 02, 2026
Glenview Trust Co	History	No change	9,368	317	0.0%	0.0%	1299	0	0.0%	Q2 2026	Aug 18, 2026
Value Investment Professionals, LLC	History	No change	9,377	317	0.27%	0.27%	1300	0	0.0%	Q2 2026	Jul 07, 2026
Walkner Condon Financial Advisors LLC	History	No change	9,356	316	0.04%	0.04%	1301	0	0.0%	Q2 2026	Jul 27, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC	History	No change	9,359	316	0.11%	0.11%	1302	0	0.0%	Q2 2026	Aug 13, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	9,294	314	0.03%	0.03%	1303	0	0.0%	Q2 2026	Aug 07, 2026
Archvest Wealth Advisors, Inc.	History	No change	9,255	313	0.18%	0.18%	1304	0	0.0%	Q2 2026	Jul 27, 2026
Fonville Wealth Management LLC	History	No change	9,234	312	0.05%	0.05%	1305	0	0.0%	Q2 2026	Jul 28, 2026
PFG Investments, LLC	History	No change	9,192	311	0.01%	0.01%	1306	0	0.0%	Q2 2026	Jul 23, 2026
Wingate Wealth Advisors, Inc.	History	No change	9,214	311	0.14%	0.14%	1307	0	0.0%	Q2 2026	Jul 29, 2026
Stolper Co	History	No change	9,170	310	0.08%	0.08%	1308	0	0.0%	Q2 2026	Jul 14, 2026
Rice Partnership, LLC	History	No change	9,137	309	0.04%	0.04%	1309	0	0.0%	Q2 2026	Jul 29, 2026
Integrity Financial Corp /WA	History	No change	9,148	309	0.15%	0.15%	1310	0	0.0%	Q2 2026	Jul 31, 2026
Manuka Financial, LLC	History	No change	9,065	306	0.16%	0.16%	1311	0	0.0%	Q2 2026	Jul 31, 2026
Prepared Retirement Institute LLC	History	No change	9,055	306	0.13%	0.13%	1312	0	0.0%	Q2 2026	Aug 10, 2026
Latitude Advisors, LLC	History	No change	9,020	305	0.12%	0.12%	1313	0	0.0%	Q2 2026	Jul 27, 2026
Cypress Capital Group	History	No change	9,000	304	0.03%	0.03%	1314	0	0.0%	Q2 2026	Aug 05, 2026
SAXON INTERESTS, INC.	History	No change	8,984	304	0.08%	0.08%	1315	0	0.0%	Q2 2026	Aug 12, 2026
Neuberger Berman Group LLC	History	No change	8,960	303	0.0%	0.0%	1316	0	0.0%	Q2 2026	Aug 13, 2026
LANARK FINANCIAL, INC.	History	No change	8,936	302	0.02%	0.02%	1317	0	0.0%	Q2 2026	Jul 21, 2026
Legacy Financial Group LLC	History	No change	8,944	302	0.03%	0.03%	1318	0	0.0%	Q2 2026	Aug 05, 2026
Agate Pass Investment Management, LLC	History	No change	8,925	302	0.11%	0.11%	1319	0	0.0%	Q2 2026	Jul 08, 2026
Bouchey Financial Group, Ltd.	History	No change	8,912	301	0.02%	0.02%	1320	0	0.0%	Q2 2026	Jul 27, 2026
Solidarity Wealth, LLC	History	No change	8,921	301	0.05%	0.05%	1321	0	0.0%	Q2 2026	Jul 31, 2026
Bright Futures Wealth Management, LLC.	History	No change	8,863	299	0.19%	0.19%	1322	0	0.0%	Q2 2026	Jul 24, 2026
Tulsa Wealth Advisors, INC	History	No change	8,816	298	0.04%	0.04%	1323	0	0.0%	Q2 2026	Aug 06, 2026
Copley Financial Group, Inc.	History	No change	8,803	297	0.18%	0.18%	1324	0	0.0%	Q2 2026	Aug 11, 2026
PENNINGTON PARTNERS & CO., LLC	History	No change	8,757	296	0.09%	0.09%	1325	0	0.0%	Q2 2026	Aug 14, 2026
Operose Advisors LLC	History	No change	8,762	296	0.06%	0.06%	1326	0	0.0%	Q2 2026	Aug 13, 2026
Morton Brown Family Wealth, LLC	History	No change	8,751	296	0.07%	0.07%	1327	0	0.0%	Q2 2026	Jul 21, 2026
PRECEDENT WEALTH PARTNERS, LLC	History	No change	8,774	296	0.05%	0.05%	1328	0	0.0%	Q2 2026	Jul 21, 2026
NBT BANK, N.A.	History	No change	8,729	295	0.02%	0.02%	1329	0	0.0%	Q2 2026	Jul 29, 2026
ERn Financial, LLC	History	No change	8,734	295	0.05%	0.05%	1330	0	0.0%	Q2 2026	Jul 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC	History	No change	8,743	295	0.04%	0.04%	1331	0	0.0%	Q2 2026	Jul 21, 2026
Cypress Capital Management LLC (WY)	History	No change	8,589	290	0.24%	0.24%	1332	0	0.0%	Q2 2026	Aug 06, 2026
Mirador Capital Partners LP	History	No change	8,539	288	0.04%	0.04%	1333	0	0.0%	Q2 2026	Jul 07, 2026
JSF Financial, LLC	History	No change	8,500	287	0.05%	0.05%	1334	0	0.0%	Q2 2026	Jul 28, 2026
Summit Wealth Group, LLC	History	No change	8,456	286	0.06%	0.06%	1335	0	0.0%	Q2 2026	Aug 04, 2026
Axim Planning & Wealth	History	No change	8,476	286	0.4%	0.4%	1336	0	0.0%	Q2 2026	Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC	History	Added to	7,942	285	0.08%	0.08%	1341	+414	5.5%	Q3 2026	Oct 07, 2026
MCDONALD PARTNERS LLC	History	No change	8,445	285	0.07%	0.07%	1337	0	0.0%	Q2 2026	Jul 28, 2026
Telos Capital Management, Inc.	History	No change	8,448	285	0.03%	0.03%	1338	0	0.0%	Q2 2026	Jul 22, 2026
Weitzel Financial Services, Inc.	History	No change	8,397	285	0.1%	0.1%	1339	0	0.0%	Q2 2026	Jul 14, 2026
Keystone Wealth Services, LLC	History	No change	8,450	285	0.05%	0.05%	1340	0	0.0%	Q2 2026	Aug 05, 2026
W1M Asset Management Ltd	History	No change	8,395	284	0.0%	0.0%	1342	0	0.0%	Q2 2026	Aug 12, 2026
ACCREDITED INVESTOR SERVICES, LLC	History	No change	8,387	283	0.16%	0.16%	1343	0	0.0%	Q2 2026	Aug 05, 2026
Fourth Dimension Wealth, LLC	History	No change	8,382	283	0.09%	0.09%	1344	0	0.0%	Q2 2026	Jul 31, 2026
DAYMARK WEALTH PARTNERS, LLC	History	No change	8,270	279	0.01%	0.01%	1345	0	0.0%	Q2 2026	Jul 31, 2026
Trust Point Inc.	History	No change	8,167	276	0.02%	0.02%	1346	0	0.0%	Q2 2026	Jul 08, 2026
TRANSCEND CAPITAL ADVISORS, LLC	History	No change	8,184	276	0.02%	0.02%	1347	0	0.0%	Q2 2026	Aug 04, 2026
FRANKLIN RESOURCES INC	History	No change	8,153	275	0.0%	0.0%	1348	0	0.0%	Q2 2026	Aug 13, 2026
Lee Financial Co	History	No change	8,136	275	0.04%	0.04%	1349	0	0.0%	Q2 2026	Jul 22, 2026
PINKERTON WEALTH, LLC	History	No change	9,464	275	0.02%	0.02%	1350	0	0.0%	Q2 2026	Jul 30, 2026
Kestra Investment Management, LLC	History	No change	8,151	275	0.01%	0.01%	1351	0	0.0%	Q2 2026	Aug 05, 2026
Ketron Financial	History	No change	8,151	275	0.09%	0.09%	1352	0	0.0%	Q2 2026	Aug 05, 2026
WealthBridge Capital Management, LLC	History	No change	8,116	274	0.05%	0.05%	1353	0	0.0%	Q2 2026	Jul 24, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	No change	8,076	273	0.08%	0.08%	1354	0	0.0%	Q2 2026	Jul 29, 2026
Wolff Financial Management LLC	History	No change	8,083	273	0.05%	0.05%	1355	0	0.0%	Q2 2026	Jul 16, 2026
ORBA Wealth Advisors, L.L.C.	History	No change	8,080	273	0.23%	0.23%	1356	0	0.0%	Q2 2026	Jul 23, 2026
SeaBridge Investment Advisors LLC	History	No change	8,048	272	0.04%	0.04%	1357	0	0.0%	Q2 2026	Jul 17, 2026
Summit Global Investments	History	No change	8,027	272	0.01%	0.01%	1358	0	0.0%	Q2 2026	Aug 03, 2026
LFG Wealth Partners, LLC	History	No change	8,042	272	0.13%	0.13%	1359	0	0.0%	Q2 2026	Aug 04, 2026
HARTLINE INVESTMENT CORP/	History	No change	8,028	271	0.02%	0.02%	1360	0	0.0%	Q2 2026	Jul 28, 2026
Gotham Asset Management, LLC	History	No change	8,000	270	0.0%	0.0%	1361	0	0.0%	Q2 2026	Aug 14, 2026
Bridgewater Advisors Inc.	History	No change	7,760	270	0.01%	0.01%	1362	0	0.0%	Q2 2026	Aug 05, 2026
Cove Private Wealth, LLC	History	No change	8,000	270	0.05%	0.05%	1363	0	0.0%	Q2 2026	Jul 31, 2026
Aull & Monroe Investment Management Corp	History	No change	7,955	269	0.11%	0.11%	1364	0	0.0%	Q2 2026	Jul 20, 2026
River Wealth Advisors LLC	History	No change	7,966	269	0.03%	0.03%	1365	0	0.0%	Q2 2026	Aug 04, 2026
Insight Wealth Strategies, LLC	History	No change	7,896	269	0.03%	0.03%	1366	0	0.0%	Q2 2026	Jul 10, 2026
Montz Harcus Wealth Management LLC	History	No change	7,973	269	0.1%	0.1%	1367	0	0.0%	Q2 2026	Jul 24, 2026
MidFirst Bank	History	No change	7,944	268	0.02%	0.02%	1368	0	0.0%	Q2 2026	Aug 07, 2026
Crestwood Advisors Group, LLC	History	No change	7,916	267	0.0%	0.0%	1369	0	0.0%	Q2 2026	Aug 03, 2026
Fort Point Capital Partners LLC	History	No change	7,907	267	0.02%	0.02%	1370	0	0.0%	Q2 2026	Aug 14, 2026
Crusonia Wealth Advisors LLC	History	No change	7,892	267	0.04%	0.04%	1371	0	0.0%	Q2 2026	Jul 30, 2026
HOLDERNESS INVESTMENTS CO	History	No change	7,868	266	0.04%	0.04%	1372	0	0.0%	Q2 2026	Aug 12, 2026
Boomfish Wealth Group, LLC	History	No change	7,834	265	0.12%	0.12%	1373	0	0.0%	Q2 2026	Aug 04, 2026
William Howard & Co Financial Advisors Inc	History	No change	7,857	265	0.21%	0.21%	1374	0	0.0%	Q2 2026	Jul 09, 2026
marrick wealth, LLC	History	No change	7,820	264	0.19%	0.19%	1375	0	0.0%	Q2 2026	Jul 14, 2026
FourThought Financial Partners, LLC	History	No change	7,763	262	0.02%	0.02%	1376	0	0.0%	Q2 2026	Aug 12, 2026
BARCLAYS PLC	History	No change	7,720	261	0.0%	0.0%	1377	0	0.0%	Q2 2026	Aug 14, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	History	No change	7,726	261	0.05%	0.05%	1378	0	0.0%	Q2 2026	Aug 07, 2026
Crewe Advisors LLC	History	No change	7,699	260	0.02%	0.02%	1379	0	0.0%	Q2 2026	Jul 23, 2026
Fi3 FINANCIAL ADVISORS, LLC	History	No change	8,220	260	0.06%	0.06%	1380	0	0.0%	Q2 2026	Aug 14, 2026
PENOBSCOT WEALTH MANAGEMENT	History	No change	7,692	260	0.07%	0.07%	1381	0	0.0%	Q2 2026	Jul 16, 2026
Balboa Wealth Partners	History	No change	7,636	258	0.04%	0.04%	1382	0	0.0%	Q2 2026	Aug 10, 2026
DECISION INVESTMENTS, INC	History	No change	7,200	258	0.23%	0.22%	1383	0	0.0%	Q3 2026	Oct 07, 2026
Aviance Capital Partners, LLC	History	No change	7,619	257	0.03%	0.03%	1384	0	0.0%	Q2 2026	Jul 30, 2026
Redwood Investment Management, LLC	History	No change	7,593	257	0.03%	0.03%	1385	0	0.0%	Q2 2026	Aug 14, 2026
Cladis Investment Advisory, LLC	History	No change	7,536	255	0.12%	0.12%	1386	0	0.0%	Q2 2026	Aug 13, 2026
Apollon Financial, LLC	History	No change	7,563	255	0.03%	0.03%	1387	0	0.0%	Q2 2026	Jul 22, 2026
TrustWell Financial Advisors, LLC	History	No change	7,561	255	0.22%	0.22%	1388	0	0.0%	Q2 2026	Jul 22, 2026
COLLECTIVE FAMILY OFFICE LLC	History	New	7,091	254	0.05%	—	1389	+7,091	New	Q3 2026	Oct 05, 2026
SUMMITRY LLC	History	No change	7,461	252	0.01%	0.01%	1390	0	0.0%	Q2 2026	Jul 21, 2026
Seneca House Advisors	History	No change	7,391	250	0.09%	0.09%	1391	0	0.0%	Q2 2026	Jul 31, 2026
CORA CAPITAL ADVISORS LLC	History	No change	7,406	250	0.07%	0.07%	1392	0	0.0%	Q2 2026	Jul 24, 2026
Welch Financial Planning, LLC	History	No change	7,392	250	0.15%	0.15%	1393	0	0.0%	Q2 2026	Jul 14, 2026
Bellwether Advisors, LLC	History	No change	7,341	248	0.04%	0.04%	1394	0	0.0%	Q2 2026	Aug 13, 2026
Tanager Wealth Management LLP	History	No change	7,323	247	0.02%	0.02%	1395	0	0.0%	Q2 2026	Jul 23, 2026
Empower Advisory Group, LLC	History	No change	7,276	246	0.0%	0.0%	1396	0	0.0%	Q2 2026	Aug 12, 2026
BAM Wealth Management, LLC	History	No change	7,279	246	0.15%	0.15%	1397	0	0.0%	Q2 2026	Jul 14, 2026
EQUITABLE TRUST CO	History	No change	7,239	244	0.01%	0.01%	1398	0	0.0%	Q2 2026	Jul 23, 2026
Investor's Fiduciary Advisor Network, LLC	History	No change	7,189	243	0.08%	0.08%	1399	0	0.0%	Q2 2026	Aug 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	No change	7,171	242	0.01%	0.01%	1400	0	0.0%	Q2 2026	Jul 23, 2026
Capital Investment Counsel, LLC	History	No change	7,131	241	0.03%	0.03%	1401	0	0.0%	Q2 2026	Jul 15, 2026
MEYER HANDELMAN CO	History	No change	7,096	240	0.01%	0.01%	1402	0	0.0%	Q2 2026	Aug 03, 2026
INGALLS & SNYDER LLC	History	No change	7,100	240	0.01%	0.01%	1403	0	0.0%	Q2 2026	Aug 14, 2026
SEEDS INVESTOR LLC	History	No change	7,112	240	0.02%	0.02%	1404	0	0.0%	Q2 2026	Aug 12, 2026
Fortune Financial Advisors, LLC	History	No change	7,079	239	0.1%	0.1%	1405	0	0.0%	Q2 2026	Jul 22, 2026
Prospera Capital Management, LLC	History	No change	6,946	239	0.07%	0.07%	1406	0	0.0%	Q2 2026	Jul 27, 2026
Brightwater Advisory LLC	History	No change	7,049	238	0.15%	0.15%	1407	0	0.0%	Q2 2026	Aug 07, 2026
Joel Isaacson & Co., LLC	History	No change	7,007	237	0.01%	0.01%	1408	0	0.0%	Q2 2026	Aug 04, 2026
SteelPeak Wealth, LLC	History	No change	7,030	237	0.01%	0.01%	1409	0	0.0%	Q2 2026	Jul 13, 2026
GREENLEAF TRUST	History	No change	6,976	236	0.0%	0.0%	1410	0	0.0%	Q2 2026	Jul 21, 2026
FIRST INTERSTATE BANK	History	No change	6,959	235	0.01%	0.01%	1411	0	0.0%	Q2 2026	Jul 24, 2026
American Institute for Advanced Investment Management, LLP	History	No change	6,950	235	0.14%	0.14%	1412	0	0.0%	Q2 2026	Jul 21, 2026
BNC WEALTH MANAGEMENT, LLC	History	No change	6,955	235	0.06%	0.06%	1413	0	0.0%	Q2 2026	Jul 21, 2026
Forza Wealth Management, LLC	History	No change	6,948	235	0.07%	0.07%	1414	0	0.0%	Q2 2026	Jul 17, 2026
DEFINE FINANCIAL, LLC	History	No change	6,971	235	0.11%	0.11%	1415	0	0.0%	Q2 2026	Jul 13, 2026
BlackDiamond Wealth Management, LLC	History	No change	6,537	234	0.09%	0.09%	1416	0	0.0%	Q2 2026	Aug 11, 2026
Hardin Capital Partners, LLC	History	No change	6,933	234	0.11%	0.11%	1417	0	0.0%	Q2 2026	Jul 07, 2026
Tudor Financial Inc.	History	No change	6,827	231	0.1%	0.1%	1418	0	0.0%	Q2 2026	Aug 10, 2026
Beacon Financial Strategies CORP	History	No change	6,852	231	0.11%	0.11%	1419	0	0.0%	Q2 2026	Jul 08, 2026
FIRETHORN WEALTH PARTNERS, LLC	History	No change	6,805	230	0.07%	0.07%	1420	0	0.0%	Q2 2026	Jul 15, 2026
Vanguard National Trust Co	History	No change	6,807	230	0.01%	0.01%	1421	0	0.0%	Q2 2026	Aug 13, 2026
Equita Financial Network, Inc.	History	No change	6,820	230	0.06%	0.06%	1422	0	0.0%	Q2 2026	Jul 29, 2026
Innova Wealth Partners	History	No change	6,775	229	0.09%	0.09%	1423	0	0.0%	Q2 2026	Jul 15, 2026
MJT & Associates Financial Advisory Group, Inc.	History	Reduced	6,347	228	0.15%	0.21%	1425	-3,270	-34.0%	Q3 2026	Oct 07, 2026
Rodgers & Associates, LTD	History	No change	6,748	228	0.02%	0.02%	1424	0	0.0%	Q2 2026	Jul 21, 2026
Rockwood Wealth Management, LLC	History	No change	6,727	227	0.01%	0.01%	1426	0	0.0%	Q2 2026	Jul 13, 2026
LATHROP INVESTMENT MANAGEMENT CO	History	No change	6,668	226	0.04%	0.04%	1427	0	0.0%	Q2 2026	Aug 10, 2026
Navis Wealth Advisors, LLC	History	No change	6,658	225	0.09%	0.09%	1428	0	0.0%	Q2 2026	Aug 14, 2026
Compass Planning Associates Inc	History	No change	6,655	225	0.12%	0.12%	1429	0	0.0%	Q2 2026	Jul 27, 2026
Global Financial Private Client, LLC	History	No change	6,634	224	0.06%	0.06%	1430	0	0.0%	Q2 2026	Jul 20, 2026
Strive Financial Group ,LLC	History	No change	6,622	224	0.1%	0.1%	1431	0	0.0%	Q2 2026	Aug 14, 2026
Roundview Capital LLC	History	No change	6,520	220	0.01%	0.01%	1432	0	0.0%	Q2 2026	Jul 30, 2026
Cypress Wealth Services, LLC	History	No change	6,499	219	0.03%	0.03%	1433	0	0.0%	Q2 2026	Jul 10, 2026
Saxony Capital Management, LLC	History	No change	6,449	218	0.1%	0.1%	1434	0	0.0%	Q2 2026	Jul 15, 2026
Secure Asset Management, LLC	History	No change	6,462	218	0.03%	0.03%	1435	0	0.0%	Q2 2026	Jul 15, 2026
First National Advisers, LLC	History	No change	6,456	218	0.03%	0.03%	1436	0	0.0%	Q2 2026	Jul 21, 2026
EJMK Ventures LLC	History	No change	6,467	218	0.1%	0.1%	1437	0	0.0%	Q2 2026	Aug 06, 2026
PITTENGER & ANDERSON INC	History	No change	6,432	217	0.01%	0.01%	1438	0	0.0%	Q2 2026	Jul 27, 2026
Essex Financial Services, Inc.	History	No change	6,416	217	0.01%	0.01%	1439	0	0.0%	Q2 2026	Aug 10, 2026
Castle Rock Wealth Management, LLC	History	No change	6,389	217	0.04%	0.04%	1440	0	0.0%	Q2 2026	Jul 07, 2026
RIVERSEDGE ADVISORS, LLC	History	No change	6,412	216	0.03%	0.03%	1441	0	0.0%	Q2 2026	Jul 16, 2026
Procyon Advisors, LLC	History	No change	6,376	215	0.01%	0.01%	1442	0	0.0%	Q2 2026	Jul 09, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC	History	No change	6,350	214	0.01%	0.01%	1443	0	0.0%	Q2 2026	Jul 21, 2026
Avantra Family Wealth, Inc.	History	No change	6,325	214	0.14%	0.14%	1444	0	0.0%	Q2 2026	Jul 29, 2026
Piscataqua Savings Bank	History	No change	6,334	214	0.14%	0.14%	1445	0	0.0%	Q2 2026	Jul 09, 2026
Allspring Global Investments Holdings, LLC	History	No change	6,288	214	0.0%	0.0%	1446	0	0.0%	Q2 2026	Aug 13, 2026
MMA ASSET MANAGEMENT LLC	History	No change	6,304	213	0.07%	0.07%	1447	0	0.0%	Q2 2026	Aug 04, 2026
SHEETS SMITH WEALTH MANAGEMENT	History	No change	6,268	212	0.02%	0.02%	1448	0	0.0%	Q2 2026	Jul 13, 2026
Peregrine Asset Advisers, Inc.	History	No change	6,275	212	0.05%	0.05%	1449	0	0.0%	Q2 2026	Aug 10, 2026
Hillcrest Wealth Advisors - NY, LLC	History	No change	6,240	211	0.08%	0.08%	1450	0	0.0%	Q2 2026	Jul 21, 2026
WealthPlan Investment Management, LLC	History	No change	6,231	210	0.01%	0.01%	1451	0	0.0%	Q2 2026	Jul 28, 2026
KM Capital Management Ltd.	History	No change	6,207	210	0.1%	0.1%	1452	0	0.0%	Q2 2026	Aug 14, 2026
Stonebridge Financial Group, LLC	History	New	5,817	209	0.02%	—	1454	+5,817	New	Q3 2026	Oct 01, 2026
Trilogy Capital Inc.	History	No change	6,187	209	0.01%	0.01%	1453	0	0.0%	Q2 2026	Jul 02, 2026
Centennial Wealth Advisory LLC	History	No change	6,173	208	0.04%	0.04%	1455	0	0.0%	Q2 2026	Jul 13, 2026
WEST MICHIGAN ADVISORS, LLC	History	No change	6,120	207	0.04%	0.04%	1456	0	0.0%	Q2 2026	Aug 21, 2026
FAIRFIELD, BUSH & CO.	History	No change	6,096	206	0.1%	0.1%	1457	0	0.0%	Q2 2026	Aug 13, 2026
Anchor Investment Management, LLC	History	No change	6,078	205	0.02%	0.02%	1458	0	0.0%	Q2 2026	Sep 15, 2026
CFS Investment Advisory Services, LLC	History	No change	5,964	203	0.01%	0.01%	1459	0	0.0%	Q2 2026	Jul 16, 2026
HUNTINGTON NATIONAL BANK	History	No change	5,980	202	0.0%	0.0%	1460	0	0.0%	Q2 2026	Aug 13, 2026
Heritage Wealth Advisors	History	No change	5,994	202	0.01%	0.01%	1461	0	0.0%	Q2 2026	Aug 14, 2026
PKS Advisory Services, LLC	History	No change	5,981	202	0.03%	0.03%	1462	0	0.0%	Q2 2026	Aug 04, 2026
Centurion Wealth Management LLC	History	No change	5,979	202	0.05%	0.05%	1463	0	0.0%	Q2 2026	Jul 09, 2026
Valued Retirements, Inc.	History	No change	5,994	202	0.18%	0.18%	1464	0	0.0%	Q2 2026	Aug 13, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/	History	No change	5,952	201	0.03%	0.03%	1465	0	0.0%	Q2 2026	Aug 12, 2026
Merkkuri Wealth Advisors LLC	History	No change	5,962	201	0.12%	0.12%	1466	0	0.0%	Q2 2026	Jul 27, 2026
Addison Capital Co	History	No change	5,930	200	0.03%	0.03%	1467	0	0.0%	Q2 2026	Aug 04, 2026
Pegasus Asset Management, Inc.	History	No change	5,931	200	0.06%	0.06%	1468	0	0.0%	Q2 2026	Aug 05, 2026
BENNETT SELBY INVESTMENTS LP	History	No change	5,924	200	0.06%	0.06%	1469	0	0.0%	Q2 2026	Jul 24, 2026
National Wealth Management Group, LLC	History	No change	5,911	200	0.06%	0.06%	1470	0	0.0%	Q2 2026	Jul 14, 2026
Pflug Koory, LLC	History	No change	5,882	199	0.08%	0.08%	1471	0	0.0%	Q2 2026	Jul 21, 2026
Clearstead Trust, LLC	History	No change	5,756	194	0.03%	0.03%	1472	0	0.0%	Q2 2026	Aug 06, 2026
WealthShield Partners, LLC	History	No change	5,748	194	0.03%	0.03%	1473	0	0.0%	Q2 2026	Aug 12, 2026
Versant Capital Management, Inc	History	Added to	5,320	191	0.02%	0.02%	1474	+1	0.02%	Q3 2026	Oct 01, 2026
Washington Trust Advisors, Inc.	History	No change	5,524	186	0.01%	0.01%	1475	0	0.0%	Q2 2026	Jul 29, 2026
Forum Finance Group S.A.	History	No change	6,700	183	0.07%	0.07%	1476	0	0.0%	Q2 2026	Aug 14, 2026
Kennebec Savings Bank	History	No change	5,248	177	0.14%	0.14%	1477	0	0.0%	Q2 2026	Jul 13, 2026
Caitlin John, LLC	History	No change	4,949	167	0.09%	0.09%	1478	0	0.0%	Q2 2026	Aug 17, 2026
TD Capital Management LLC	History	No change	4,928	166	0.01%	0.01%	1479	0	0.0%	Q2 2026	Aug 06, 2026
FIRST HORIZON CORP	History	No change	4,800	162	0.01%	0.01%	1480	0	0.0%	Q2 2026	Jul 20, 2026
Lodestone Wealth Management LLC	History	No change	4,800	162	0.06%	0.06%	1481	0	0.0%	Q2 2026	Jul 23, 2026
Atomic Invest LLC	History	No change	4,858	162	0.01%	0.01%	1482	0	0.0%	Q2 2026	Sep 25, 2026
Truvestments Capital LLC	History	No change	4,659	157	0.02%	0.02%	1483	0	0.0%	Q2 2026	Aug 12, 2026
TUCKER ASSET MANAGEMENT LLC	History	No change	4,632	156	0.04%	0.04%	1484	0	0.0%	Q2 2026	Aug 27, 2026
Commonwealth Retirement Investments LLC	History	No change	4,562	154	0.04%	0.04%	1485	0	0.0%	Q2 2026	Aug 03, 2026
FIRST COMMUNITY TRUST NA	History	Added to	4,071	146	0.05%	0.04%	1486	+1,136	38.71%	Q3 2026	Oct 07, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC	History	No change	4,322	146	0.01%	0.01%	1487	0	0.0%	Q2 2026	Jul 21, 2026
Citizens National Bank Trust Department	History	No change	4,340	146	0.02%	0.02%	1488	0	0.0%	Q2 2026	Jul 22, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	No change	4,262	144	0.01%	0.01%	1489	0	0.0%	Q2 2026	Jul 08, 2026
TOUNJIAN ADVISORY PARTNERS, LLC	History	No change	4,270	144	0.06%	0.06%	1490	0	0.0%	Q2 2026	Aug 07, 2026
GAMMA Investing LLC	History	Added to	3,985	143	0.0%	0.0%	1491	+1,840	85.78%	Q3 2026	Oct 08, 2026
TIAA Wealth Investment Management LLC	History	No change	4,288	143	0.0%	0.0%	1492	0	0.0%	Q2 2026	Aug 10, 2026
Main Street Group, LTD	History	No change	4,063	137	0.03%	0.03%	1493	0	0.0%	Q2 2026	Jul 13, 2026
SFAM, LLC	History	No change	4,025	136	0.11%	0.11%	1494	0	0.0%	Q2 2026	Aug 13, 2026
MB, LEVIS & ASSOCIATES, LLC	History	No change	4,037	136	0.05%	0.05%	1495	0	0.0%	Q2 2026	Jul 22, 2026
Legacy Bridge, LLC	History	No change	4,000	135	0.04%	0.04%	1496	0	0.0%	Q2 2026	Aug 13, 2026
Concord Wealth Partners	History	No change	4,006	135	0.02%	0.02%	1497	0	0.0%	Q2 2026	Jul 27, 2026
RICHARDS, MERRILL & PETERSON, INC.	History	No change	3,968	134	0.04%	0.04%	1498	0	0.0%	Q2 2026	Jul 16, 2026
TOTH FINANCIAL ADVISORY CORP	History	Reduced	3,712	133	0.01%	0.01%	1499	-20	-0.54%	Q3 2026	Oct 08, 2026
FWL INVESTMENT MANAGEMENT, LLC	History	No change	3,952	133	0.02%	0.02%	1500	0	0.0%	Q2 2026	Aug 14, 2026
C M BIDWELL & ASSOCIATES LTD	History	No change	3,906	132	0.05%	0.05%	1501	0	0.0%	Q2 2026	Aug 11, 2026
Friedenthal Financial	History	No change	3,894	131	0.06%	0.06%	1502	0	0.0%	Q2 2026	Jul 13, 2026
Bell Investment Advisors, Inc	History	No change	3,817	129	0.02%	0.02%	1503	0	0.0%	Q2 2026	Aug 06, 2026
PINNEY & SCOFIELD, INC.	History	No change	3,760	127	0.06%	0.06%	1504	0	0.0%	Q2 2026	Aug 07, 2026
HM PAYSON & CO	History	No change	3,700	125	0.0%	0.0%	1505	0	0.0%	Q2 2026	Jul 17, 2026
Qube Research & Technologies Ltd	History	No change	3,693	124	0.0%	0.0%	1506	0	0.0%	Q2 2026	Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	History	No change	3,677	124	0.03%	0.03%	1507	0	0.0%	Q2 2026	Aug 07, 2026
BOK Financial Private Wealth, Inc.	History	No change	3,656	123	0.01%	0.01%	1508	0	0.0%	Q2 2026	Aug 07, 2026
YANKCOM Partnership	History	No change	3,628	122	0.04%	0.04%	1509	0	0.0%	Q2 2026	Jul 21, 2026
WOLFF WIESE MAGANA LLC	History	No change	3,568	120	0.06%	0.06%	1510	0	0.0%	Q2 2026	Jul 13, 2026
TSFG, LLC	History	No change	3,493	118	0.01%	0.01%	1511	0	0.0%	Q2 2026	Jul 23, 2026
NI ACQUISITIONS COMPANY, LLC	History	No change	1,027	116	0.05%	0.05%	1512	0	0.0%	Q2 2026	Aug 05, 2026
Napier Financial, LLC	History	No change	3,424	115	0.02%	0.02%	1513	0	0.0%	Q2 2026	Jul 31, 2026
GILPIN WEALTH MANAGEMENT, LLC	History	No change	3,368	113	0.08%	0.08%	1514	0	0.0%	Q2 2026	Jul 24, 2026
Armor Investment Advisors, LLC	History	No change	3,260	110	0.04%	0.04%	1515	0	0.0%	Q2 2026	Aug 04, 2026
Abound Wealth Management	History	No change	3,254	110	0.02%	0.02%	1516	0	0.0%	Q2 2026	Jul 10, 2026
Tidemark, LLC	History	No change	3,278	110	0.02%	0.02%	1517	0	0.0%	Q2 2026	Aug 10, 2026
Ameritas Investment Partners, Inc.	History	No change	3,128	105	0.0%	0.0%	1518	0	0.0%	Q2 2026	Aug 13, 2026
ST GERMAIN D J CO INC	History	No change	3,013	101	0.0%	0.0%	1519	0	0.0%	Q2 2026	Jul 21, 2026
Palouse Capital Management, Inc.	History	No change	2,991	101	0.06%	0.06%	1520	0	0.0%	Q2 2026	Jul 08, 2026
Activest Wealth Management	History	No change	2,989	101	0.02%	0.02%	1521	0	0.0%	Q2 2026	Jul 16, 2026
HIGHLINE WEALTH PARTNERS LLC	History	No change	2,982	100	0.02%	0.02%	1522	0	0.0%	Q2 2026	Jul 15, 2026
Stone House Investment Management, LLC	History	No change	2,871	97	0.01%	0.01%	1523	0	0.0%	Q2 2026	Aug 05, 2026
Cherry Tree Wealth Management, LLC	History	No change	2,860	96	0.02%	0.02%	1524	0	0.0%	Q2 2026	Sep 15, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	2,770	93	0.0%	0.0%	1525	0	0.0%	Q2 2026	Aug 10, 2026
Founders Capital Management	History	No change	2,747	92	0.04%	0.04%	1526	0	0.0%	Q2 2026	Jul 21, 2026
Trust Co	History	No change	2,697	91	0.01%	0.01%	1527	0	0.0%	Q2 2026	Jul 10, 2026
WealthCollab, LLC	History	No change	2,621	88	0.03%	0.03%	1528	0	0.0%	Q2 2026	Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC.	History	No change	2,579	87	0.05%	0.05%	1529	0	0.0%	Q2 2026	Jul 21, 2026
Cheviot Value Management, LLC	History	No change	2,524	85	0.01%	0.01%	1530	0	0.0%	Q2 2026	Aug 06, 2026
Key FInancial Inc	History	No change	2,495	84	0.01%	0.01%	1531	0	0.0%	Q2 2026	Jul 24, 2026
MPWM ADVISORY SOLUTIONS, LLC	History	No change	2,506	84	0.04%	0.04%	1532	0	0.0%	Q2 2026	Aug 13, 2026
Longview Financial Advisors LLC	History	No change	2,509	84	0.04%	0.04%	1533	0	0.0%	Q2 2026	Jul 14, 2026
Highland Investment Advisors LLC	History	No change	2,433	82	0.04%	0.04%	1534	0	0.0%	Q2 2026	Aug 13, 2026
Blume Capital Management, Inc.	History	No change	2,400	81	0.01%	0.01%	1535	0	0.0%	Q2 2026	Jul 27, 2026
Burk Holdings LLC	History	No change	2,422	81	0.03%	0.03%	1536	0	0.0%	Q2 2026	Aug 12, 2026
Johnson Financial Group, Inc.	History	No change	2,354	79	0.0%	0.0%	1537	0	0.0%	Q2 2026	Aug 10, 2026
EPG Wealth Management LLC	History	No change	2,337	79	0.02%	0.02%	1538	0	0.0%	Q2 2026	Jul 28, 2026
HORIZON FINANCIAL SERVICES, LLC	History	No change	2,332	78	0.03%	0.03%	1539	0	0.0%	Q2 2026	Jul 20, 2026
Kozak & Associates, Inc.	History	No change	2,286	77	0.01%	0.01%	1540	0	0.0%	Q2 2026	Jul 02, 2026
TRUST CO OF VERMONT	History	No change	2,220	75	0.0%	0.0%	1541	0	0.0%	Q2 2026	Aug 07, 2026
CITY HOLDING CO	History	No change	2,100	71	0.01%	0.01%	1542	0	0.0%	Q2 2026	Jul 10, 2026
Atlantic Union Bankshares Corp	History	No change	2,061	69	0.0%	0.0%	1543	0	0.0%	Q2 2026	Aug 11, 2026
HighMark Wealth Management LLC	History	No change	2,058	69	0.02%	0.02%	1544	0	0.0%	Q2 2026	Aug 12, 2026
Whipplewood Advisors, LLC	History	No change	2,039	69	0.05%	0.05%	1545	0	0.0%	Q2 2026	Jul 27, 2026
BESSEMER GROUP INC	History	No change	2,006	68	0.0%	0.0%	1546	0	0.0%	Q2 2026	Aug 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	History	No change	2,007	67	0.0%	0.0%	1547	0	0.0%	Q2 2026	Jul 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	History	No change	2,002	67	0.0%	0.0%	1548	0	0.0%	Q2 2026	Aug 14, 2026
Planning Strategies Inc.	History	Reduced	1,860	66	0.04%	0.04%	1550	-161	-7.97%	Q3 2026	Oct 02, 2026
First Command Advisory Services, Inc.	History	No change	1,975	66	0.0%	0.0%	1549	0	0.0%	Q2 2026	Aug 10, 2026
Brooklyn FI, LLC	History	No change	1,924	65	0.01%	0.01%	1551	0	0.0%	Q2 2026	Aug 04, 2026
DiNuzzo Private Wealth, Inc.	History	No change	1,927	65	0.01%	0.01%	1552	0	0.0%	Q2 2026	Jul 10, 2026
JNBA Financial Advisors	History	No change	1,919	64	0.0%	0.0%	1553	0	0.0%	Q2 2026	Jul 23, 2026
MTM Investment Management, LLC	History	No change	1,895	64	0.02%	0.02%	1554	0	0.0%	Q2 2026	Aug 03, 2026
Beaird Harris Wealth Management, LLC	History	No change	1,912	64	0.0%	0.0%	1555	0	0.0%	Q2 2026	Jul 08, 2026
Roxbury Financial LLC	History	No change	1,796	64	0.05%	0.05%	1556	0	0.0%	Q3 2026	Oct 01, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	History	No change	1,848	62	0.03%	0.03%	1557	0	0.0%	Q2 2026	Sep 18, 2026
MOGY JOEL R INVESTMENT COUNSEL INC	History	No change	1,847	62	0.0%	0.0%	1558	0	0.0%	Q2 2026	Jul 13, 2026
JPL Wealth Management, LLC	History	No change	1,840	62	0.01%	0.01%	1559	0	0.0%	Q2 2026	Aug 13, 2026
Creative Capital Management Investments LLC	History	No change	1,825	61	0.01%	0.01%	1560	0	0.0%	Q2 2026	Jul 24, 2026
Bernard Wealth Management Corp.	History	No change	1,818	61	0.02%	0.02%	1561	0	0.0%	Q2 2026	Aug 21, 2026
Dorato Capital Management	History	Reduced	1,605	59	0.04%	0.04%	1563	-171	-9.63%	Q3 2026	Oct 08, 2026
SHP Wealth Management	History	No change	1,757	59	0.0%	0.0%	1562	0	0.0%	Q2 2026	Aug 11, 2026
Owl Creek Wealth Partners LLC	History	No change	1,720	58	0.02%	0.02%	1564	0	0.0%	Q2 2026	Jul 20, 2026
WEST PACES ADVISORS INC.	History	No change	1,708	57	0.01%	0.01%	1565	0	0.0%	Q2 2026	Jul 17, 2026
SouthState Bank Corp	History	No change	1,610	54	0.0%	0.0%	1566	0	0.0%	Q2 2026	Aug 06, 2026
Avalon Trust Co	History	No change	1,600	54	0.0%	0.0%	1567	0	0.0%	Q2 2026	Aug 06, 2026
Roble, Belko & Company, Inc	History	No change	1,523	52	0.01%	0.01%	1568	0	0.0%	Q2 2026	Jul 24, 2026
Quent Capital, LLC	History	No change	1,554	52	0.0%	0.0%	1569	0	0.0%	Q2 2026	Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC	History	No change	1,516	51	0.03%	0.03%	1570	0	0.0%	Q2 2026	Aug 14, 2026
MANNING & NAPIER ADVISORS LLC	History	No change	1,500	50	0.0%	0.0%	1571	0	0.0%	Q2 2026	Aug 13, 2026
RICHARDSON FINANCIAL SERVICES INC.	History	No change	1,427	48	0.03%	0.03%	1572	0	0.0%	Q2 2026	Aug 10, 2026
Orion Capital Management LLC	History	No change	1,406	47	0.01%	0.01%	1573	0	0.0%	Q2 2026	Aug 17, 2026
Community Financial Services Group, LLC	History	No change	1,368	46	0.01%	0.01%	1574	0	0.0%	Q2 2026	Jul 09, 2026
Kingdom Financial Group LLC.	History	No change	1,364	46	0.01%	0.01%	1575	0	0.0%	Q2 2026	Aug 07, 2026
Financial Gravity Companies, Inc.	History	No change	1,319	44	0.01%	0.01%	1576	0	0.0%	Q2 2026	Aug 05, 2026
Moisand Fitzgerald Tamayo, LLC	History	No change	1,304	44	0.0%	0.0%	1577	0	0.0%	Q2 2026	Jul 13, 2026
Salomon & Ludwin, LLC	History	No change	1,234	42	0.0%	0.0%	1578	0	0.0%	Q2 2026	Aug 07, 2026
Kilter Group LLC	History	No change	1,078	36	0.01%	0.01%	1579	0	0.0%	Q2 2026	Aug 11, 2026
Oakmont Advisory Group, LLC	History	No change	1,074	36	0.03%	0.03%	1580	0	0.0%	Q2 2026	Aug 03, 2026
Silver Grove Financial Group, Inc.	History	No change	1,042	35	0.02%	0.02%	1581	0	0.0%	Q2 2026	Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	No change	1,016	34	0.0%	0.0%	1582	0	0.0%	Q2 2026	Aug 03, 2026
Dunhill Financial, LLC	History	No change	993	33	0.01%	0.01%	1583	0	0.0%	Q2 2026	Aug 07, 2026
Center for Financial Planning, Inc.	History	No change	951	32	0.0%	0.0%	1584	0	0.0%	Q2 2026	Jul 21, 2026
TD Waterhouse Canada Inc.	History	No change	919	31	0.0%	0.0%	1585	0	0.0%	Q2 2026	Jul 27, 2026
Philadelphia Investment Partners, LLC	History	No change	888	30	0.02%	0.02%	1586	0	0.0%	Q2 2026	Aug 14, 2026
Valued Wealth Advisors LLC	History	No change	860	29	0.01%	0.01%	1587	0	0.0%	Q2 2026	Jul 20, 2026
SWAN Capital LLC	History	No change	854	28	0.01%	0.01%	1588	0	0.0%	Q2 2026	Aug 13, 2026
ATWOOD & PALMER INC	History	Reduced	768	27	0.0%	0.0%	1589	-60	-7.25%	Q3 2026	Oct 08, 2026
RAFFA WEALTH MANAGEMENT, LLC	History	No change	815	27	0.0%	0.0%	1590	0	0.0%	Q2 2026	Jul 27, 2026
CGC Financial Services, LLC	History	No change	800	27	0.01%	0.01%	1591	0	0.0%	Q2 2026	Jul 13, 2026
Westfuller Advisors, LLC	History	No change	802	27	0.01%	0.01%	1592	0	0.0%	Q2 2026	Jul 29, 2026
Three Bearings Fiduciary Advisors, Inc.	History	No change	805	27	0.02%	0.02%	1593	0	0.0%	Q2 2026	Jul 09, 2026
HOWE & RUSLING INC	History	No change	784	26	0.0%	0.0%	1594	0	0.0%	Q2 2026	Aug 10, 2026
BARRETT & COMPANY, INC.	History	No change	777	26	0.01%	0.01%	1595	0	0.0%	Q2 2026	Jul 24, 2026
Lloyd Advisory Services, LLC.	History	No change	796	26	0.01%	0.01%	1596	0	0.0%	Q2 2026	Aug 07, 2026
Crews Bank & Trust	History	No change	774	26	0.0%	0.0%	1597	0	0.0%	Q2 2026	Jul 16, 2026
Y.D. More Investments Ltd	History	No change	750	25	0.0%	0.0%	1598	0	0.0%	Q2 2026	Aug 05, 2026
Rosenberg Matthew Hamilton	History	No change	657	23	0.0%	0.0%	1599	0	0.0%	Q3 2026	Oct 05, 2026
Colonial Trust Advisors	History	No change	625	21	0.0%	0.0%	1600	0	0.0%	Q2 2026	Aug 11, 2026
GGM Financial LLC	History	No change	645	21	0.01%	0.01%	1601	0	0.0%	Q2 2026	Jul 23, 2026
REAP Financial Group, LLC	History	No change	631	21	0.0%	0.0%	1602	0	0.0%	Q2 2026	Aug 04, 2026
Topsail Wealth Management, LLC	History	No change	634	21	0.0%	0.0%	1603	0	0.0%	Q2 2026	Aug 13, 2026
Basecamp Wealth Advisors LLC	History	No change	650	21	0.0%	0.0%	1604	0	0.0%	Q2 2026	Aug 14, 2026
Noble Wealth Management PBC	History	Added to	567	20	0.01%	0.01%	1609	+38	7.18%	Q3 2026	Oct 01, 2026
Investment Research & Advisory Group, Inc.	History	No change	617	20	0.01%	0.01%	1605	0	0.0%	Q2 2026	Jul 23, 2026
Aberdeen Wealth Management LLC	History	No change	600	20	0.01%	0.01%	1606	0	0.0%	Q2 2026	Aug 13, 2026
Archer Investment Corp	History	No change	594	20	0.0%	0.0%	1607	0	0.0%	Q2 2026	Aug 03, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	609	20	0.0%	0.0%	1608	0	0.0%	Q2 2026	Jul 23, 2026
Go Invest LLC	History	No change	608	20	0.0%	0.0%	1610	0	0.0%	Q2 2026	Aug 05, 2026
Bangor Savings Bank	History	Reduced	540	19	0.0%	0.0%	1613	-1,300	-70.65%	Q3 2026	Oct 06, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	577	19	0.0%	0.0%	1611	0	0.0%	Q2 2026	Aug 06, 2026
ALERUS FINANCIAL NA	History	No change	580	19	0.0%	0.0%	1612	0	0.0%	Q2 2026	Aug 13, 2026
MOTCO	History	No change	547	18	0.0%	0.0%	1614	0	0.0%	Q2 2026	Jul 31, 2026
Triumph Capital Management	History	No change	555	18	0.0%	0.0%	1615	0	0.0%	Q2 2026	Jul 20, 2026
Centerpoint Advisors, LLC	History	No change	544	18	0.01%	0.01%	1616	0	0.0%	Q2 2026	Aug 05, 2026
JDM Financial Group LLC	History	No change	512	17	0.01%	0.01%	1617	0	0.0%	Q2 2026	Aug 17, 2026
Quest 10 Wealth Builders, Inc.	History	No change	503	17	0.01%	0.01%	1618	0	0.0%	Q2 2026	Jul 24, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	501	16	0.0%	0.0%	1619	0	0.0%	Q2 2026	Aug 12, 2026
CHESAPEAKE ASSET MANAGEMENT LLC	History	No change	480	16	0.01%	0.01%	1620	0	0.0%	Q2 2026	Aug 04, 2026
Oakworth Capital, Inc.	History	No change	483	16	0.0%	0.0%	1621	0	0.0%	Q2 2026	Jul 22, 2026
NFSG Corp	History	No change	484	16	0.0%	0.0%	1622	0	0.0%	Q2 2026	Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	460	15	0.0%	0.0%	1623	0	0.0%	Q2 2026	Jul 07, 2026
Morse Asset Management, Inc	History	No change	467	15	0.0%	0.0%	1624	0	0.0%	Q2 2026	Aug 13, 2026
Tower View Wealth Management LLC	History	No change	430	14	0.01%	0.01%	1625	0	0.0%	Q2 2026	Jul 24, 2026
10Elms LLP	History	No change	392	13	0.01%	0.01%	1626	0	0.0%	Q2 2026	Aug 14, 2026
Providence Capital Advisors, LLC	History	No change	375	12	0.0%	0.0%	1627	0	0.0%	Q2 2026	Aug 11, 2026
High Note Wealth, LLC	History	No change	355	12	0.0%	0.0%	1628	0	0.0%	Q2 2026	Jul 23, 2026
CrossGen Wealth, LLC	History	No change	360	12	0.01%	0.01%	1629	0	0.0%	Q2 2026	Jul 24, 2026
Osbon Capital Management LLC	History	No change	347	11	0.01%	0.01%	1630	0	0.0%	Q2 2026	Aug 13, 2026
Physician Wealth Advisors, Inc.	History	No change	336	11	0.0%	0.0%	1631	0	0.0%	Q2 2026	Jul 20, 2026
VALLEY WEALTH MANAGERS, INC.	History	No change	304	10	0.0%	0.0%	1632	0	0.0%	Q2 2026	Aug 04, 2026
Trifecta Capital Advisors, LLC	History	No change	300	10	0.0%	0.0%	1633	0	0.0%	Q2 2026	Aug 03, 2026
Greykasell Wealth Strategies, Inc.	History	No change	301	10	0.0%	0.0%	1634	0	0.0%	Q2 2026	Aug 11, 2026
Phillip James Consulting Co.	History	No change	310	10	0.01%	0.01%	1635	0	0.0%	Q2 2026	Jul 28, 2026
Allied Private Wealth LLC	History	No change	300	10	0.01%	0.01%	1636	0	0.0%	Q2 2026	Jul 09, 2026
Towne Trust Company, N.A	History	No change	276	9	0.0%	0.0%	1637	0	0.0%	Q2 2026	Jul 30, 2026
Colonial Trust Co / SC	History	No change	283	9	0.0%	0.0%	1638	0	0.0%	Q2 2026	Aug 11, 2026
Cedar Mountain Advisors, LLC	History	No change	248	8	0.0%	0.0%	1639	0	0.0%	Q2 2026	Jul 02, 2026
Financial Life Planners	History	No change	251	8	0.01%	0.01%	1640	0	0.0%	Q2 2026	Jul 21, 2026
Barnes Dennig Private Wealth Management LLC	History	No change	256	8	0.01%	0.01%	1641	0	0.0%	Q2 2026	Jul 15, 2026
Cordant, Inc.	History	No change	220	7	0.0%	0.0%	1642	0	0.0%	Q2 2026	Jul 14, 2026
City State Bank	History	No change	221	7	0.0%	0.0%	1643	0	0.0%	Q2 2026	Jul 14, 2026
Private Wealth Management Group, LLC	History	No change	212	7	0.0%	0.0%	1644	0	0.0%	Q2 2026	Jul 27, 2026
Breakwater Investment Management	History	No change	216	7	0.0%	0.0%	1645	0	0.0%	Q2 2026	Aug 06, 2026
Wilkerson Advisory Group LLC	History	No change	233	7	0.0%	0.0%	1646	0	0.0%	Q2 2026	Jul 21, 2026
BOKF, NA	History	No change	180	6	0.0%	0.0%	1647	0	0.0%	Q2 2026	Aug 10, 2026
Beacon Capital Management, Inc.	History	No change	184	6	0.0%	0.0%	1648	0	0.0%	Q2 2026	Aug 13, 2026
DB Fitzpatrick & Co, Inc	History	No change	187	6	0.0%	0.0%	1649	0	0.0%	Q2 2026	Jul 16, 2026
Signature Resources Capital Management, LLC	History	No change	200	6	0.0%	0.0%	1650	0	0.0%	Q2 2026	Jul 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC	History	No change	176	5	0.0%	0.0%	1651	0	0.0%	Q2 2026	Aug 13, 2026
American Capital Advisory, LLC	History	No change	145	4	0.0%	0.0%	1652	0	0.0%	Q2 2026	Jul 28, 2026
Hughes Financial Services, LLC	History	No change	133	4	0.0%	0.0%	1653	0	0.0%	Q2 2026	Jul 20, 2026
Spurstone Advisory Services, LLC	History	No change	146	4	0.05%	0.05%	1654	0	0.0%	Q2 2026	Aug 10, 2026
Key Capital Management, INC	History	No change	133	4	0.0%	0.0%	1655	0	0.0%	Q2 2026	Jul 27, 2026
Addison Advisors LLC	History	No change	107	3	0.0%	0.0%	1656	0	0.0%	Q2 2026	Aug 10, 2026
Glen Eagle Advisors, LLC	History	No change	109	3	0.0%	0.0%	1657	0	0.0%	Q2 2026	Aug 14, 2026
SIMS INVESTMENT MANAGEMENT, LLC	History	No change	100	3	0.0%	0.0%	1658	0	0.0%	Q2 2026	Jul 21, 2026
WHITTIER TRUST CO	History	No change	65	2	0.0%	0.0%	1659	0	0.0%	Q2 2026	Jul 27, 2026
Horizon Investments, LLC	History	No change	60	2	0.0%	0.0%	1660	0	0.0%	Q2 2026	Aug 13, 2026
GABLES CAPITAL MANAGEMENT INC.	History	No change	85	2	0.0%	0.0%	1661	0	0.0%	Q2 2026	Aug 07, 2026
Robbins Farley	History	No change	70	2	0.0%	0.0%	1662	0	0.0%	Q2 2026	Jul 22, 2026
Buck Wealth Strategies, LLC	History	No change	80	2	0.0%	0.0%	1663	0	0.0%	Q2 2026	Jul 30, 2026
Frazier Financial Advisors, LLC	History	No change	66	2	0.0%	0.0%	1664	0	0.0%	Q2 2026	Aug 10, 2026
Gen-Wealth Partners Inc	History	No change	86	2	0.0%	0.0%	1665	0	0.0%	Q2 2026	Aug 10, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management	History	No change	76	2	0.0%	0.0%	1666	0	0.0%	Q2 2026	Aug 11, 2026
TOMPKINS FINANCIAL CORP	History	Reduced	29	1	0.0%	0.0%	1667	-12	-29.27%	Q3 2026	Oct 05, 2026
MARYLAND CAPITAL ADVISORS INC.	History	No change	55	1	0.0%	0.0%	1668	0	0.0%	Q2 2026	Jul 17, 2026
Acumen Wealth Advisors, LLC	History	No change	40	1	0.0%	0.0%	1669	0	0.0%	Q2 2026	Aug 03, 2026
Bear Mountain Capital, Inc.	History	No change	33	1	0.0%	0.0%	1670	0	0.0%	Q2 2026	Jul 20, 2026
Central Pacific Bank - Trust Division	History	No change	36	1	0.0%	0.0%	1671	0	0.0%	Q3 2026	Oct 05, 2026
BOYUM WEALTH ARCHITECTS LLC	History	Closed out	0	0	—	0.6%	—	-43,582	-100.0%	Q3 2026	Oct 06, 2026
Emprise Bank	History	Closed out	0	0	—	0.1%	—	-8,227	-100.0%	Q3 2026	Oct 07, 2026
Boston Standard Wealth Management, LLC	History	Closed out	0	0	—	0.03%	—	-6,644	-100.0%	Q3 2026	Oct 07, 2026
Sarver Vrooman Wealth Advisors	History	Closed out	0	0	—	0.0%	—	-197	-100.0%	Q3 2026	Oct 01, 2026
CALDWELL SUTTER CAPITAL, INC.	History	No change	20	0	—	—	—	0	0.0%	Q2 2026	Aug 05, 2026
Winch Advisory Services, LLC	History	No change	6	0	—	—	—	0	0.0%	Q2 2026	Aug 06, 2026
Wagner Wealth Management, LLC	History	No change	22	0	—	—	—	0	0.0%	Q2 2026	Jul 24, 2026
Banque Cantonale Vaudoise	History	No change	6,676	0	—	—	—	0	0.0%	Q2 2026	Jul 31, 2026
DecisionPoint Financial, LLC	History	No change	13	0	—	—	—	0	0.0%	Q2 2026	Aug 05, 2026
Imprint Wealth LLC	History	No change	20	0	—	—	—	0	0.0%	Q2 2026	Aug 14, 2026
PFS Partners, LLC	History	No change	14	0	—	—	—	0	0.0%	Q2 2026	Jul 20, 2026
Financially Speaking Inc	History	No change	16	0	—	—	—	0	0.0%	Q2 2026	Jul 27, 2026
Nova Wealth Management, Inc.	History	No change	12	0	—	—	—	0	0.0%	Q2 2026	Jul 13, 2026