SCHWAB STRATEGIC TRUST - SCHH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | No change | 59,841,430 | 1,417,045 | 2.52% | 2.52% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 49,794,731 | 1,179,139 | 0.63% | 0.63% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 34,334,144 | 813,052 | 0.89% | 0.89% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 24,732,957 | 585,676 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 19,656,745 | 465,471 | 0.27% | 0.27% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,756,832 | 278,401 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| DUMAC, INC. | History | No change | 7,929,093 | 187,760 | 17.06% | 17.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,186,737 | 75,461 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 2,724,095 | 64,506 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,229,955 | 52,802 | 0.48% | 0.48% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,178,577 | 51,593 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASON STREET ADVISORS, LLC | History | No change | 2,161,115 | 51,175 | 4.61% | 4.61% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elm Partners Management LLC | History | No change | 1,946,919 | 46,103 | 1.37% | 1.37% | 13 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Charles Schwab Trust Co | History | No change | 1,498,729 | 35,489 | 1.98% | 1.98% | 14 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 1,366,280 | 32,353 | 2.97% | 2.97% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,109,653 | 26,276 | 0.19% | 0.19% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 1,048,116 | 24,819 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 963,416 | 23,227 | 0.3% | 0.3% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 975,230 | 23,093 | 0.31% | 0.31% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOSTER & MOTLEY INC | History | No change | 944,793 | 22,373 | 1.03% | 1.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 944,500 | 22,365 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pioneer Wealth Management Group | History | No change | 883,192 | 20,913 | 5.05% | 5.05% | 22 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BlackRock, Inc. | History | No change | 874,401 | 20,705 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 820,717 | 19,434 | 10.54% | 10.54% | 24 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Betterment LLC | History | No change | 794,598 | 18,816 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 770,626 | 18,248 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 733,151 | 17,361 | 0.21% | 0.21% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Morningstar Investment Management LLC | History | No change | 705,180 | 15,154 | 0.93% | 0.93% | 28 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 625,162 | 14,803 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 595,924 | 14,111 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 570,742 | 13,515 | 1.01% | 1.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | No change | 527,590 | 12,493 | 0.37% | 0.37% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | No change | 519,851 | 12,310 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Courage Miller Partners, LLC | History | No change | 518,727 | 12,283 | 3.24% | 3.24% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 503,191 | 11,915 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 499,423 | 11,816 | 6.17% | 6.17% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Firestone Capital Management | History | No change | 491,986 | 11,650 | 2.17% | 2.17% | 37 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 478,950 | 11,600 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 463,449 | 10,974 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthfront Advisers LLC | History | No change | 429,425 | 10,168 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 423,519 | 10,028 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 423,395 | 10,026 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waterford Advisors, LLC | History | No change | 429,163 | 9,926 | 2.71% | 2.71% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 407,235 | 9,643 | 2.97% | 2.97% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avior Wealth Management, LLC | History | No change | 403,264 | 9,549 | 0.25% | 0.25% | 45 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Wealth | History | No change | 395,395 | 9,363 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 395,081 | 9,355 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 394,256 | 9,335 | 0.74% | 0.74% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 382,561 | 9,059 | 0.37% | 0.37% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 354,243 | 8,388 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 349,509 | 8,276 | 0.72% | 0.72% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 347,827 | 8,236 | 2.02% | 2.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 343,604 | 8,136 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 342,801 | 8,117 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 336,652 | 7,971 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 332,271 | 7,868 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 293,979 | 6,961 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 288,256 | 6,825 | 3.78% | 3.78% | 58 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 285,187 | 6,753 | 0.2% | 0.2% | 59 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 283,561 | 6,714 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 283,405 | 6,711 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| White & Co Financial Planning Inc | History | No change | 281,314 | 6,661 | 4.13% | 4.13% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Passive Capital Management, LLC. | History | No change | 299,841 | 6,263 | 1.96% | 1.96% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthCollab, LLC | History | No change | 262,197 | 6,208 | 2.25% | 2.25% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 253,725 | 6,008 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Allocation Strategies LLC | History | No change | 252,804 | 5,986 | 0.92% | 0.92% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Stanich Group LLC | History | No change | 245,088 | 5,803 | 3.65% | 3.65% | 67 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Williams Financial, LLC | History | No change | 240,915 | 5,704 | 2.95% | 2.95% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Texas Yale Capital Corp. | History | No change | 240,795 | 5,702 | 0.12% | 0.12% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 240,432 | 5,693 | 1.16% | 1.16% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 233,742 | 5,535 | 0.34% | 0.34% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pure Financial Advisors, LLC | History | No change | 221,578 | 5,246 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 234,674 | 5,172 | 1.45% | 1.67% | 73 | -626 | -0.27% | Q3 2026 | Oct 07, 2026 |
| Good Steward Wealth Advisors,LLC | History | No change | 217,166 | 5,142 | 3.1% | 3.1% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Frisco Financial Planning LLC | History | Added to | 233,012 | 5,135 | 4.0% | 4.14% | 75 | +752 | 0.32% | Q3 2026 | Oct 05, 2026 |
| SMITH, MOORE & CO. | History | No change | 210,944 | 4,995 | 0.32% | 0.32% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 209,614 | 4,963 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 209,295 | 4,956 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 201,709 | 4,818 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fiduciary Alliance LLC | History | No change | 200,307 | 4,743 | 0.32% | 0.32% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Almitas Capital LLC | History | No change | 198,600 | 4,702 | 1.13% | 1.13% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 193,274 | 4,576 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 191,167 | 4,526 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 186,362 | 4,413 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Omega Financial Group, LLC | History | No change | 178,953 | 4,237 | 1.29% | 1.29% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 170,239 | 4,031 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 167,885 | 3,975 | 0.39% | 0.39% | 87 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Brooklyn FI, LLC | History | No change | 161,309 | 3,935 | 0.72% | 0.72% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SWS Partners | History | No change | 164,597 | 3,897 | 0.84% | 0.84% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 164,400 | 3,892 | 0.95% | 0.95% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 158,756 | 3,759 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 157,493 | 3,729 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 157,233 | 3,723 | 1.46% | 1.46% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 150,303 | 3,559 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 149,269 | 3,534 | 1.22% | 1.22% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 137,744 | 3,261 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 136,340 | 3,228 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Plancorp, LLC | History | No change | 128,099 | 3,079 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 129,902 | 3,076 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JMG Financial Group, Ltd. | History | No change | 125,419 | 2,969 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 124,900 | 2,957 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALLAST ADVISORS LLC | History | No change | 124,138 | 2,939 | 0.7% | 0.7% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guardian Financial Partners, LLC | History | No change | 122,537 | 2,901 | 1.13% | 1.13% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 121,698 | 2,881 | 0.79% | 0.79% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 119,745 | 2,835 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sagace Wealth Management LLC | History | No change | 119,715 | 2,834 | 1.78% | 1.78% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Landmark Wealth Management, LLC | History | No change | 118,582 | 2,808 | 0.67% | 0.67% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 115,591 | 2,737 | 0.61% | 0.61% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 107,660 | 2,549 | 0.28% | 0.28% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Madden Advisory Services, Inc. | History | No change | 107,454 | 2,544 | 0.91% | 0.91% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 106,854 | 2,530 | 0.19% | 0.19% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Black Diamond Financial, LLC | History | No change | 105,377 | 2,495 | 0.22% | 0.22% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Midwest Trust Co | History | No change | 105,203 | 2,491 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ramiah Investment Group | History | No change | 104,328 | 2,470 | 1.89% | 1.89% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Davis Capital Management | History | No change | 104,130 | 2,465 | 1.46% | 1.46% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SACHEM HILL LLC | History | No change | 103,408 | 2,448 | 0.44% | 0.44% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | No change | 103,340 | 2,447 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 103,094 | 2,441 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brio Consultants, LLC | History | No change | 102,848 | 2,435 | 0.29% | 0.29% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 102,335 | 2,423 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hexagon Capital Partners LLC | History | No change | 101,837 | 2,411 | 0.34% | 0.34% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wrenne Financial Planning LLC | History | No change | 100,039 | 2,368 | 0.8% | 0.8% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gotham Asset Management, LLC | History | No change | 99,058 | 2,345 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 98,351 | 2,328 | 0.24% | 0.24% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AWM CAPITAL, LLC | History | No change | 96,936 | 2,295 | 0.18% | 0.18% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 95,279 | 2,256 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 95,223 | 2,255 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 92,041 | 2,179 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 90,471 | 2,142 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 96,468 | 2,126 | 0.92% | 0.98% | 130 | -683 | -0.7% | Q3 2026 | Oct 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 89,581 | 2,121 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 88,241 | 2,089 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 87,755 | 2,078 | 0.18% | 0.18% | 133 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 87,137 | 2,063 | 0.12% | 0.12% | 134 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 85,528 | 2,025 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 84,514 | 2,001 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 81,863 | 1,973 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FC Advisory LLC | History | Reduced | 89,012 | 1,961 | 0.51% | 0.61% | 138 | -8,201 | -8.44% | Q3 2026 | Oct 05, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 79,748 | 1,888 | 0.25% | 0.25% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cascade Financial Partners, LLC | History | No change | 78,649 | 1,862 | 0.16% | 0.16% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 78,212 | 1,852 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 77,521 | 1,835 | 0.49% | 0.49% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Carter Financial Group, INC. | History | No change | 76,887 | 1,820 | 0.94% | 0.94% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Csenge Advisory Group | History | No change | 76,304 | 1,806 | 0.07% | 0.07% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 74,771 | 1,770 | 0.19% | 0.19% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 73,667 | 1,744 | 0.97% | 0.97% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 72,954 | 1,727 | 0.34% | 0.34% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 72,920 | 1,726 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 72,486 | 1,716 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 71,692 | 1,697 | 0.2% | 0.2% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bleakley Financial Group, LLC | History | No change | 70,114 | 1,660 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 69,932 | 1,655 | 0.17% | 0.17% | 152 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 68,583 | 1,630 | 0.56% | 0.56% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 66,205 | 1,567 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 65,757 | 1,557 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 64,394 | 1,524 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Johnson Financial Group, LLC | History | No change | 64,289 | 1,522 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 63,978 | 1,514 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 63,479 | 1,503 | 0.95% | 0.95% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 62,930 | 1,490 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 62,254 | 1,474 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 60,664 | 1,436 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 61,563 | 1,429 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 60,141 | 1,424 | 0.16% | 0.16% | 164 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Valmark Advisers, Inc. | History | No change | 58,819 | 1,392 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Breakwater Investment Management | History | No change | 58,738 | 1,390 | 0.47% | 0.47% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empower Advisory Group, LLC | History | No change | 58,330 | 1,381 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 57,938 | 1,371 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 57,859 | 1,370 | 0.89% | 0.89% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 56,882 | 1,346 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 56,582 | 1,339 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 54,600 | 1,292 | 0.46% | 0.46% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 54,181 | 1,283 | 2.04% | 2.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisory Group LLC | History | No change | 53,792 | 1,273 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 52,282 | 1,238 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisors, LLC | History | No change | 52,010 | 1,231 | 0.17% | 0.17% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Peloton Wealth Strategists | History | No change | 50,773 | 1,202 | 0.44% | 0.44% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 50,779 | 1,202 | 0.14% | 0.14% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 50,346 | 1,192 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 49,980 | 1,183 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Liberty Capital Management, Inc. | History | No change | 49,047 | 1,161 | 0.2% | 0.2% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Curbstone Financial Management Corp | History | No change | 48,732 | 1,153 | 0.2% | 0.2% | 182 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 47,278 | 1,119 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| State of Alaska, Department of Revenue | History | No change | 47,251 | 1,118 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 44,562 | 1,084 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 44,511 | 1,054 | 0.16% | 0.16% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 44,198 | 1,046 | 0.1% | 0.1% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | No change | 44,173 | 1,046 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 43,817 | 1,037 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Forty Two & Co. | History | No change | 43,824 | 1,037 | 0.88% | 0.88% | 190 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 43,791 | 1,036 | 0.08% | 0.08% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cooke Wealth Management, LLC | History | No change | 43,081 | 1,020 | 0.84% | 0.84% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 41,467 | 981 | 0.7% | 0.7% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 44,022 | 970 | 0.02% | 0.03% | 194 | -897 | -2.0% | Q3 2026 | Oct 07, 2026 |
| Foster Group, Inc. | History | No change | 40,990 | 970 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 39,899 | 944 | 0.22% | 0.22% | 196 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 39,812 | 942 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wakefield Asset Management LLLP | History | No change | 39,401 | 933 | 0.21% | 0.21% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fund Evaluation Group, LLC | History | No change | 39,129 | 926 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 39,024 | 924 | 0.57% | 0.57% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 38,779 | 918 | 0.36% | 0.36% | 201 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 38,496 | 911 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 38,019 | 900 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LCW Services, LLC | History | No change | 37,622 | 890 | 0.39% | 0.39% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 37,168 | 880 | 0.11% | 0.11% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 36,760 | 870 | 0.37% | 0.37% | 206 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 36,671 | 868 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RCW Management, LLC | History | No change | 36,619 | 867 | 0.78% | 0.78% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WT Wealth Management | History | No change | 36,523 | 864 | 0.24% | 0.24% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 34,142 | 808 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BAILARD, INC. | History | No change | 33,668 | 797 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 33,287 | 788 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IF Advisors, LLC | History | No change | 32,945 | 780 | 0.51% | 0.51% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 32,622 | 772 | 0.18% | 0.18% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 32,499 | 770 | 0.08% | 0.08% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 32,366 | 766 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 32,016 | 758 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 31,605 | 748 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 31,402 | 743 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 31,233 | 739 | 0.17% | 0.17% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 31,109 | 736 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | No change | 30,910 | 731 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Balboa Wealth Partners | History | No change | 30,614 | 724 | 0.1% | 0.1% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 30,308 | 717 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 29,959 | 709 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 29,878 | 707 | 0.28% | 0.28% | 226 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trivium Point Advisory, LLC | History | No change | 29,520 | 699 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 29,511 | 698 | 0.11% | 0.11% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Range Advisory, LLC | History | No change | 29,353 | 695 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Roundview Capital LLC | History | No change | 28,755 | 680 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ALTFEST L J & CO INC | History | No change | 28,337 | 671 | 0.07% | 0.07% | 231 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 28,304 | 670 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nuveen, LLC | History | No change | 28,307 | 670 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 27,902 | 664 | 0.21% | 0.21% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Point Capital Partners LLC | History | No change | 27,944 | 661 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorato Capital Management | History | No change | 26,995 | 644 | 0.44% | 0.44% | 236 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rothschild Wealth LLC | History | No change | 26,616 | 630 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospect Financial Group LLC | History | No change | 26,635 | 630 | 0.51% | 0.51% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,513 | 627 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 26,404 | 625 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 25,690 | 619 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | No change | 26,094 | 617 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 25,946 | 614 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 25,572 | 605 | 0.41% | 0.41% | 244 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PFG Advisors | History | No change | 25,171 | 596 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 24,931 | 590 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 24,656 | 583 | 0.09% | 0.09% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 24,523 | 580 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 24,438 | 578 | 0.2% | 0.2% | 249 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Friedenthal Financial | History | No change | 24,257 | 574 | 0.27% | 0.27% | 250 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clear Retirement Advice LLC | History | No change | 24,235 | 573 | 0.39% | 0.39% | 251 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 23,921 | 566 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Human Investing LLC | History | No change | 23,789 | 563 | 0.07% | 0.07% | 253 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Valued Wealth Advisors LLC | History | No change | 23,584 | 558 | 0.2% | 0.2% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 23,440 | 555 | 0.16% | 0.16% | 255 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 24,780 | 550 | 0.34% | 0.34% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tradition Wealth Management, LLC | History | No change | 23,210 | 549 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 23,105 | 547 | 0.3% | 0.3% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Portland Financial Advisors Inc | History | No change | 23,052 | 545 | 0.99% | 0.99% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 22,864 | 541 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 22,798 | 539 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 22,500 | 532 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 21,875 | 518 | 0.11% | 0.11% | 263 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BCS Wealth Management | History | No change | 21,704 | 513 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 21,200 | 502 | 0.38% | 0.38% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 21,223 | 502 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| R2 Capital Strategies, LLC | History | No change | 21,150 | 500 | 0.23% | 0.23% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aegis Wealth Management LLC | History | No change | 21,038 | 498 | 0.23% | 0.23% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hardin Capital Partners, LLC | History | No change | 20,582 | 490 | 0.23% | 0.23% | 269 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 20,653 | 489 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IVC Wealth Advisors LLC | History | No change | 20,560 | 486 | 0.19% | 0.19% | 271 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 20,451 | 484 | 0.18% | 0.18% | 272 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NWAM LLC | History | No change | 20,343 | 481 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Compound Planning, Inc. | History | No change | 20,156 | 477 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Carrera Capital Advisors | History | No change | 20,176 | 477 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 19,850 | 470 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fonville Wealth Management LLC | History | No change | 19,717 | 466 | 0.08% | 0.08% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GTS SECURITIES LLC | History | No change | 19,496 | 461 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | No change | 19,186 | 454 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 19,117 | 452 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SWMG, LLC | History | No change | 18,849 | 452 | 0.11% | 0.11% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cordant, Inc. | History | No change | 18,960 | 448 | 0.16% | 0.16% | 282 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Whelan Financial | History | No change | 18,913 | 447 | 0.12% | 0.12% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waterloo Capital, L.P. | History | No change | 18,559 | 439 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WBH ADVISORY INC | History | No change | 18,423 | 436 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rialto Wealth Management, LLC | History | No change | 18,420 | 436 | 0.09% | 0.09% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 18,086 | 428 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 17,906 | 424 | 0.29% | 0.29% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | No change | 17,882 | 423 | 0.28% | 0.28% | 289 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 17,814 | 421 | 0.15% | 0.15% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobs Equity LLC | History | No change | 17,756 | 420 | 0.29% | 0.29% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 17,331 | 419 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 17,580 | 416 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CWA Asset Management Group, LLC | History | No change | 17,543 | 415 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 17,503 | 414 | 0.31% | 0.31% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CERTUITY, LLC | History | No change | 17,305 | 409 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 17,232 | 408 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 17,228 | 407 | 0.11% | 0.11% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RFG HOLDINGS, INC. | History | No change | 17,140 | 405 | 0.08% | 0.08% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Antonelli Financial Advisors, LLC | History | No change | 16,758 | 397 | 0.27% | 0.27% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Everhart Financial Group, Inc. | History | No change | 16,668 | 394 | 0.03% | 0.03% | 301 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Laraway Financial Advisors Inc | History | No change | 16,641 | 394 | 0.24% | 0.24% | 302 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lee Financial Co | History | No change | 16,621 | 393 | 0.05% | 0.05% | 303 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 16,446 | 389 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 16,461 | 389 | 0.09% | 0.09% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phocas Financial Corp. | History | No change | 16,411 | 388 | 0.05% | 0.05% | 306 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OneAscent Financial Services LLC | History | No change | 16,424 | 388 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Global Partners, LLC | History | No change | 16,285 | 385 | 0.15% | 0.15% | 308 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ariadne Wealth Management, LP | History | No change | 16,239 | 384 | 0.17% | 0.17% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 15,914 | 376 | 0.1% | 0.1% | 310 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| United Advisor Group, LLC | History | No change | 15,866 | 375 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 15,797 | 374 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 15,788 | 373 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,760 | 373 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 15,775 | 373 | 0.09% | 0.09% | 315 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advantage Trust Co | History | No change | 15,740 | 372 | 0.13% | 0.13% | 316 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 15,688 | 371 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 15,571 | 368 | 0.04% | 0.04% | 318 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 15,579 | 368 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| M Wealth Management, LLC | History | No change | 15,343 | 363 | 0.29% | 0.29% | 320 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 15,204 | 360 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 15,184 | 359 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 15,030 | 355 | 0.07% | 0.07% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 14,952 | 354 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Values Added Financial LLC | History | No change | 14,986 | 354 | 0.13% | 0.13% | 325 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 14,899 | 352 | 0.12% | 0.12% | 326 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Prepared Retirement Institute LLC | History | No change | 14,664 | 347 | 0.15% | 0.15% | 327 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bangor Savings Bank | History | Reduced | 15,671 | 345 | 0.03% | 0.03% | 328 | -433 | -2.69% | Q3 2026 | Oct 06, 2026 |
| Elser Financial Planning, Inc | History | No change | 14,316 | 338 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rinkey Investments | History | No change | 14,263 | 337 | 0.08% | 0.08% | 330 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AlphaCore Capital LLC | History | No change | 14,220 | 336 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 14,180 | 335 | 0.05% | 0.05% | 332 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orographic Financial Advisors, LLC | History | No change | 14,000 | 333 | 0.22% | 0.22% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 14,033 | 332 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Invst, LLC | History | No change | 13,938 | 330 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 13,505 | 319 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | No change | 13,465 | 318 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,371 | 316 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Piscataqua Savings Bank | History | No change | 13,196 | 312 | 0.21% | 0.21% | 339 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 12,868 | 304 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 12,713 | 301 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Point72 Asset Management, L.P. | History | No change | 12,603 | 298 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,377 | 293 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Downshift Financial, LLC | History | No change | 12,375 | 293 | 0.13% | 0.13% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FF Advisors,LLC | History | No change | 12,289 | 291 | 0.11% | 0.11% | 345 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 12,250 | 290 | 0.07% | 0.07% | 346 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Synergy Financial Group, LTD | History | No change | 12,179 | 288 | 0.21% | 0.21% | 347 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Root Financial Partners, LLC | History | No change | 12,002 | 284 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allen Capital Group, LLC | History | No change | 11,908 | 281 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Advisors Inc. | History | No change | 11,857 | 280 | 0.05% | 0.05% | 350 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAP Partners, LLC | History | No change | 11,783 | 279 | 0.14% | 0.14% | 351 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,681 | 276 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 12,285 | 270 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 11,409 | 270 | 0.06% | 0.06% | 354 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 11,307 | 267 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 11,165 | 264 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lewis Asset Management, LLC | History | No change | 11,017 | 260 | 0.09% | 0.09% | 357 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Embree Financial Group | History | No change | 10,861 | 257 | 0.03% | 0.03% | 358 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Skyline Advisors, Inc. | History | No change | 10,736 | 254 | 0.08% | 0.08% | 359 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | No change | 10,652 | 252 | 0.11% | 0.11% | 360 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 10,505 | 248 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Financial Group, INC/SD | History | No change | 10,405 | 246 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 10,277 | 243 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 10,207 | 241 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 9,767 | 240 | 0.18% | 0.18% | 365 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 10,001 | 237 | 0.08% | 0.08% | 366 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 9,990 | 236 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 10,004 | 236 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Western Trust Bank | History | No change | 9,860 | 233 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 9,824 | 232 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,775 | 231 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SMI Advisory Services, LLC | History | No change | 9,630 | 229 | 0.04% | 0.04% | 372 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | No change | 9,604 | 227 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 9,623 | 227 | 0.06% | 0.06% | 374 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 9,560 | 226 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paladin Advisory Group, LLC | History | No change | 9,550 | 226 | 0.15% | 0.15% | 376 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 9,505 | 225 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 9,415 | 222 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 9,349 | 221 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plan A Wealth LLC | History | No change | 9,310 | 220 | 0.09% | 0.09% | 380 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 9,218 | 218 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JDH Wealth Management, LLC | History | No change | 9,177 | 217 | 0.13% | 0.13% | 382 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 8,997 | 213 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NICOLET BANKSHARES INC | History | No change | 8,910 | 210 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 8,903 | 210 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 8,862 | 209 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8,797 | 208 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XTX Topco Ltd | History | No change | 8,825 | 208 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Red Door Wealth Management, LLC | History | No change | 8,757 | 207 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 8,820 | 207 | 0.11% | 0.11% | 390 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ETF Store, Inc. | History | No change | 8,769 | 207 | 0.17% | 0.17% | 391 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREENLEAF TRUST | History | No change | 8,739 | 206 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Simplicity Wealth,LLC | History | No change | 8,690 | 205 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ketron Financial | History | No change | 8,675 | 205 | 0.06% | 0.06% | 394 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Financial Services, Inc. | History | No change | 8,650 | 204 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Creekside Partners | History | No change | 8,547 | 202 | 0.07% | 0.07% | 396 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 8,464 | 200 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,366 | 198 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,353 | 174 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 6,522 | 154 | 0.13% | 0.13% | 400 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Analysts, LLC | History | No change | 6,274 | 149 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JDM Financial Group LLC | History | No change | 6,252 | 148 | 0.05% | 0.05% | 402 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LGT Financial Advisors LLC | History | No change | 6,109 | 144 | 0.76% | 0.76% | 403 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 6,008 | 142 | 0.06% | 0.06% | 404 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 5,683 | 134 | 0.04% | 0.04% | 405 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MidFirst Bank | History | No change | 5,607 | 132 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,283 | 125 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard National Trust Co | History | No change | 5,187 | 122 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 4,970 | 117 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 4,815 | 114 | 0.09% | 0.09% | 410 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,619 | 109 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 4,406 | 104 | 0.09% | 0.09% | 412 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,193 | 99 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,009 | 94 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,896 | 92 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Grove Bank & Trust | History | No change | 3,583 | 84 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,477 | 82 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 3,337 | 79 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Front Row Advisors LLC | History | No change | 3,307 | 77 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 3,230 | 76 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 2,988 | 70 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeSteps Financial, Inc. | History | No change | 2,965 | 70 | 0.03% | 0.03% | 422 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,947 | 69 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTRAL TRUST Co | History | No change | 2,832 | 67 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bullock Wealth Management Group | History | No change | 2,849 | 67 | 0.03% | 0.03% | 425 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Meramec Financial Planners, LLC | History | No change | 2,562 | 63 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Covestor Ltd | History | No change | 2,485 | 59 | 0.03% | 0.03% | 427 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Burk Holdings LLC | History | No change | 2,371 | 56 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,331 | 55 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,227 | 52 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,063 | 48 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,050 | 48 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CVA Family Office, LLC | History | No change | 1,978 | 46 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 1,921 | 45 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,908 | 45 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,900 | 44 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,841 | 43 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,826 | 43 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,850 | 43 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 1,837 | 43 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,624 | 38 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 1,559 | 36 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EFG International AG | History | No change | 1,500 | 35 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 1,467 | 34 | 0.03% | 0.03% | 444 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,460 | 34 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crewe Advisors LLC | History | No change | 1,402 | 33 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Independence Bank of Kentucky | History | No change | 1,419 | 33 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,312 | 31 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | No change | 1,205 | 28 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1,200 | 28 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 1,118 | 26 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quent Capital, LLC | History | No change | 1,121 | 26 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,140 | 26 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,077 | 25 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Armor Investment Advisors, LLC | History | No change | 1,082 | 25 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Abound Wealth Management | History | No change | 1,083 | 25 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| REAP Financial Group, LLC | History | No change | 1,089 | 25 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Caldwell Trust Co | History | No change | 1,093 | 25 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,106 | 24 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Avion Wealth | History | No change | 1,032 | 24 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 940 | 22 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Center for Financial Services | History | No change | 929 | 21 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 991 | 21 | 0.01% | 0.02% | 463 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 881 | 20 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fairway Wealth LLC | History | No change | 870 | 20 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 825 | 19 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 776 | 18 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 742 | 17 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 738 | 17 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 708 | 16 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | No change | 705 | 16 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BFSG, LLC | History | No change | 653 | 15 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 637 | 15 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mosley Wealth Management | History | No change | 675 | 15 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 609 | 14 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tidemark, LLC | History | No change | 623 | 14 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 582 | 14 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 588 | 13 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 590 | 13 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 557 | 13 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Activest Wealth Management | History | No change | 538 | 12 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 537 | 12 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Noble Wealth Management PBC | History | No change | 566 | 12 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Aventura Private Wealth, LLC | History | No change | 524 | 12 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CDKV HOLDINGS LLC | History | No change | 532 | 12 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CX Institutional | History | Reduced | 521 | 11 | 0.0% | 0.0% | 487 | -1 | -0.19% | Q3 2026 | Oct 02, 2026 |
| Darwin Wealth Management, LLC | History | No change | 503 | 11 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | No change | 473 | 11 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 479 | 11 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GODSEY & GIBB, INC | History | No change | 441 | 10 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 446 | 10 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 428 | 10 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 460 | 10 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 417 | 9 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Key FInancial Inc | History | No change | 385 | 9 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 404 | 9 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 414 | 9 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GAMMA Investing LLC | History | No change | 391 | 9 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 386 | 9 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 357 | 8 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCF Advisors LLC | History | No change | 356 | 8 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 340 | 8 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Group, LTD | History | No change | 380 | 8 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 365 | 8 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 296 | 7 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 300 | 7 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smithfield Trust Co | History | No change | 312 | 7 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 332 | 7 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Addison Advisors LLC | History | No change | 296 | 7 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 332 | 7 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFS Partners, LLC | History | No change | 323 | 7 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HM PAYSON & CO | History | No change | 289 | 6 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MOTCO | History | No change | 283 | 6 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 259 | 6 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | No change | 274 | 6 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 280 | 6 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Horrell Capital Management, Inc. | History | No change | 220 | 5 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Investors Research Corp | History | No change | 231 | 5 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Pflug Koory, LLC | History | No change | 224 | 5 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TSFG, LLC | History | No change | 228 | 5 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 250 | 5 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 230 | 5 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Arlington Trust Co LLC | History | No change | 242 | 5 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 217 | 5 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CrossGen Wealth, LLC | History | No change | 226 | 5 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 185 | 4 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 172 | 4 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 202 | 4 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 184 | 4 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 196 | 4 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bogart Wealth, LLC | History | No change | 190 | 4 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sellwood Investment Partners LLC | History | No change | 195 | 4 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | No change | 193 | 4 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrity Financial Corp /WA | History | No change | 182 | 4 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 194 | 4 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 208 | 4 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADIRONDACK TRUST CO | History | No change | 167 | 3 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CGC Financial Services, LLC | History | No change | 147 | 3 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atomic Invest LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 120 | 2 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 68 | 2 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Financial Group, Inc. | History | No change | 122 | 2 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 93 | 2 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Costello Asset Management, INC | History | No change | 124 | 2 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Archer Investment Corp | History | No change | 116 | 2 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ATMOS ADVISORY, LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 102 | 2 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| City State Bank | History | No change | 85 | 2 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 113 | 2 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 109 | 2 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 112 | 2 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED REEF ADVISORS LLC | History | No change | 118 | 2 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GoalVest Advisory LLC | History | New | 81 | 1 | 0.0% | — | 571 | +81 | New | Q3 2026 | Oct 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 65 | 1 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 62 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 64 | 1 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Community Bank, N.A. | History | No change | 59 | 1 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hurley Capital, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 49 | 1 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMG Wealth Management, Inc. | History | No change | 61 | 1 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 61 | 1 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 63 | 1 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,425 | -100.0% | Q3 2026 | Oct 07, 2026 |
| CITIGROUP INC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wagner Wealth Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Solstein Capital, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banque Cantonale Vaudoise | History | No change | 32,967 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MTM Investment Management, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blue Trust, Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NFSG Corp | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Insight Inv LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dunhill Financial, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SWAN Capital LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sachetta, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| American Capital Advisory, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kings Path Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Graney & King, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basepoint Wealth LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Networth Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |