SCHWAB STRATEGIC TRUST - SCHZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 14,422,540 | 335,035 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 10,420,258 | 241,020 | 19.57% | 19.57% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 7,975,307 | 184,468 | 4.59% | 4.59% | 3 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,809,636 | 157,500 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Trust Co | History | No change | 6,601,917 | 152,702 | 8.52% | 8.52% | 5 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 5,681,166 | 131,405 | 0.23% | 0.23% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 4,292,060 | 99,275 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 3,855,498 | 89,177 | 7.57% | 7.57% | 8 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,483,103 | 80,564 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 3,142,160 | 72,678 | 6.67% | 6.67% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,071,596 | 71,046 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 2,609,832 | 60,365 | 2.33% | 2.33% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pioneer Wealth Management Group | History | Added to | 2,526,995 | 55,846 | 13.18% | 12.57% | 13 | +277,705 | 12.35% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,278,622 | 52,928 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,171,145 | 49,784 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 2,132,074 | 49,314 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 2,345,726 | 45,775 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,863,166 | 43,095 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 1,688,291 | 39,126 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | No change | 1,686,818 | 39,016 | 0.28% | 0.28% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 1,748,706 | 38,646 | 20.64% | 17.63% | 21 | +343,027 | 24.4% | Q3 2026 | Oct 08, 2026 |
| NorthRock Partners, LLC | History | No change | 1,618,956 | 37,446 | 0.54% | 0.54% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 1,573,243 | 36,389 | 10.35% | 10.35% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 1,548,018 | 35,805 | 0.38% | 0.38% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Destination Wealth Management | History | No change | 1,497,382 | 34,634 | 0.81% | 0.81% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 1,474,760 | 33,984 | 4.47% | 4.47% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,456,131 | 33,680 | 0.28% | 0.28% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 1,419,857 | 32,841 | 22.13% | 22.13% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,395,164 | 32,270 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KilterHowling LLC | History | No change | 1,347,082 | 31,158 | 13.96% | 13.96% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,337,186 | 30,929 | 4.97% | 4.97% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,300,211 | 30,073 | 0.36% | 0.36% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 1,297,292 | 30,006 | 6.5% | 6.5% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Plum Street Advisors, LLC | History | No change | 1,280,658 | 29,621 | 9.46% | 9.46% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 1,273,968 | 29,466 | 0.72% | 0.72% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,249,911 | 28,910 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,118,991 | 25,882 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TSA Wealth Managment LLC | History | No change | 1,023,367 | 23,670 | 6.69% | 6.69% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 1,001,923 | 23,174 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THEORY FINANCIAL LLC | History | No change | 988,119 | 22,855 | 7.2% | 7.2% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | No change | 976,364 | 22,583 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alliance Wealth Management Group | History | No change | 956,732 | 22,129 | 4.31% | 4.31% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towercrest Capital Management | History | No change | 956,732 | 22,129 | 3.08% | 3.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Allocation Strategies LLC | History | No change | 933,117 | 21,582 | 3.33% | 3.33% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| One Wealth Advisors, LLC | History | No change | 917,188 | 21,214 | 2.34% | 2.34% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 914,465 | 21,151 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 880,216 | 20,359 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 879,141 | 20,334 | 5.01% | 5.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 872,446 | 20,179 | 0.27% | 0.27% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 840,712 | 19,445 | 0.14% | 0.14% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 822,511 | 19,085 | 1.93% | 1.93% | 51 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 811,408 | 18,767 | 0.35% | 0.35% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 806,123 | 18,645 | 0.18% | 0.18% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 756,987 | 17,509 | 1.81% | 1.81% | 54 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Revisor Wealth Management LLC | History | No change | 726,046 | 16,793 | 4.04% | 4.04% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arnold Financial Planning LLC | History | No change | 686,760 | 15,884 | 11.85% | 11.85% | 56 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mutual Advisors, LLC | History | No change | 683,806 | 15,816 | 0.3% | 0.3% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 669,556 | 15,486 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| James J. Burns & Company, LLC | History | No change | 666,919 | 15,425 | 1.67% | 1.67% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cypress Wealth Services, LLC | History | No change | 659,249 | 15,248 | 1.87% | 1.87% | 60 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pacific Park Financial, Inc. | History | No change | 658,197 | 15,224 | 8.84% | 8.84% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 652,171 | 15,084 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 641,351 | 14,834 | 2.55% | 2.55% | 63 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Ascent Group, LLC | History | No change | 633,680 | 14,657 | 0.44% | 0.44% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Columbus Macro, LLC | History | No change | 626,849 | 14,499 | 1.41% | 1.41% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 617,083 | 14,273 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 572,537 | 13,724 | 12.88% | 12.88% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 578,621 | 13,383 | 3.29% | 3.29% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 601,449 | 13,292 | 0.09% | 0.06% | 69 | +294,262 | 95.79% | Q3 2026 | Oct 08, 2026 |
| MYECFO, LLC | History | No change | 562,920 | 13,020 | 4.91% | 4.91% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 544,016 | 12,583 | 5.0% | 5.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 542,124 | 12,544 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 539,041 | 12,424 | 0.83% | 0.83% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ballast Financial Advisors LLC | History | No change | 523,539 | 12,109 | 10.96% | 10.96% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 520,436 | 12,037 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 517,566 | 11,971 | 1.03% | 1.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 495,023 | 11,449 | 2.24% | 2.24% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 507,775 | 11,221 | 0.28% | 0.3% | 78 | +25,618 | 5.31% | Q3 2026 | Oct 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 472,026 | 10,917 | 0.2% | 0.2% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Security Financial Services, INC. | History | No change | 468,336 | 10,832 | 1.5% | 1.5% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 461,694 | 10,678 | 4.51% | 4.51% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 458,444 | 10,603 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 454,858 | 10,520 | 2.84% | 2.84% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apriem Advisors | History | No change | 434,154 | 10,041 | 0.87% | 0.87% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 429,753 | 9,940 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 429,530 | 9,935 | 0.18% | 0.18% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compass Financial Group, INC/SD | History | No change | 428,065 | 9,901 | 1.14% | 1.14% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Peak Financial Management, Inc. | History | No change | 423,666 | 9,799 | 2.25% | 2.25% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 401,320 | 9,282 | 0.19% | 0.19% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daviman Financial, LLC | History | No change | 399,645 | 9,243 | 5.1% | 5.1% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 395,992 | 9,159 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 395,961 | 9,158 | 1.66% | 1.66% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Unify Financial Advisors | History | No change | 384,558 | 8,894 | 8.21% | 8.21% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 383,817 | 8,877 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 379,697 | 8,782 | 1.55% | 1.55% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 378,422 | 8,753 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 375,297 | 8,680 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 369,750 | 8,526 | 1.05% | 1.05% | 98 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 365,009 | 8,442 | 2.2% | 2.2% | 99 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MAI Capital Management | History | No change | 356,966 | 8,256 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 348,079 | 8,051 | 0.38% | 0.38% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 346,738 | 8,020 | 4.25% | 4.25% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| January Capital Advisors LLC | History | No change | 341,513 | 7,899 | 6.6% | 6.6% | 103 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Avior Wealth Management, LLC | History | No change | 341,085 | 7,889 | 0.21% | 0.21% | 104 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CHOREO, LLC | History | No change | 334,080 | 7,727 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Midwest Financial Group LLC | History | No change | 334,025 | 7,726 | 2.71% | 2.71% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 318,499 | 7,366 | 0.27% | 0.27% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Forthright Family Wealth Advisory LLC | History | No change | 316,590 | 7,322 | 4.14% | 4.14% | 108 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 316,044 | 7,310 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 314,736 | 7,279 | 0.56% | 0.56% | 110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Heritage Family Offices, LLP | History | No change | 314,239 | 7,268 | 2.81% | 2.81% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 314,239 | 7,268 | 2.81% | 2.81% | 112 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AlphaCore Capital LLC | History | No change | 307,327 | 7,108 | 0.13% | 0.13% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 303,669 | 7,023 | 0.45% | 0.45% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chatterton & Associates Inc. | History | No change | 303,056 | 6,955 | 4.09% | 4.09% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 299,107 | 6,918 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 293,691 | 6,793 | 0.39% | 0.39% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 292,966 | 6,776 | 1.93% | 1.93% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 287,290 | 6,645 | 0.87% | 0.87% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 284,701 | 6,585 | 1.72% | 1.72% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 279,261 | 6,459 | 0.45% | 0.45% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 276,959 | 6,406 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairway Financial, LLC | History | No change | 276,475 | 6,394 | 4.37% | 4.37% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | No change | 263,727 | 6,100 | 0.15% | 0.15% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Curtis Advisory Group, LLC | History | No change | 262,624 | 6,074 | 1.18% | 1.18% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | No change | 260,155 | 6,017 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 259,164 | 5,994 | 0.21% | 0.21% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 256,386 | 5,930 | 0.11% | 0.11% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manske Wealth Management | History | No change | 251,298 | 5,812 | 1.44% | 1.44% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HC Advisors, LLC | History | No change | 250,805 | 5,801 | 3.52% | 3.52% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 250,000 | 5,782 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 246,838 | 5,709 | 1.93% | 1.93% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 240,386 | 5,560 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Marotta Asset Management | History | Reduced | 248,428 | 5,490 | 0.93% | 1.03% | 134 | -19,713 | -7.35% | Q3 2026 | Oct 02, 2026 |
| Merit Financial Group, LLC | History | No change | 236,290 | 5,465 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisor OS, LLC | History | No change | 233,114 | 5,391 | 0.36% | 0.36% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | No change | 231,175 | 5,347 | 0.17% | 0.17% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stonekeep Investments, LLC | History | No change | 224,356 | 5,189 | 3.02% | 3.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 222,554 | 5,147 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 222,565 | 5,147 | 2.53% | 2.53% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 222,234 | 5,140 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wakefield Asset Management LLLP | History | No change | 221,297 | 5,118 | 1.15% | 1.15% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balboa Wealth Partners | History | No change | 219,230 | 5,070 | 0.69% | 0.69% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 215,559 | 4,985 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 215,306 | 4,980 | 3.54% | 3.54% | 145 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OneAscent Wealth Management LLC | History | No change | 214,984 | 4,972 | 1.48% | 1.48% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XY Planning Network, Inc. | History | No change | 212,609 | 4,917 | 0.62% | 0.62% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fischer Financial Services, Inc. | History | No change | 211,395 | 4,889 | 1.23% | 1.23% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, LLC | History | No change | 208,247 | 4,816 | 0.29% | 0.29% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 206,837 | 4,784 | 0.12% | 0.12% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthPLAN Partners, LLC | History | No change | 202,624 | 4,686 | 0.9% | 0.9% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 200,094 | 4,628 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Redwood Investment Management, LLC | History | No change | 197,656 | 4,572 | 0.45% | 0.45% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 197,429 | 4,566 | 1.07% | 1.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 190,531 | 4,406 | 7.02% | 7.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Guardian Financial Partners, LLC | History | No change | 190,304 | 4,401 | 1.71% | 1.71% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BFSG, LLC | History | No change | 189,023 | 4,372 | 0.39% | 0.39% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Curbstone Financial Management Corp | History | No change | 187,500 | 4,336 | 0.74% | 0.74% | 158 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cassilly Financial Group LLC | History | Added to | 193,953 | 4,286 | 2.88% | 3.08% | 159 | +10,173 | 5.54% | Q3 2026 | Oct 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 178,010 | 4,117 | 1.09% | 1.09% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valpey Financial Services, LLC | History | No change | 177,319 | 4,101 | 2.44% | 2.44% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tactive Advisors, LLC | History | Added to | 178,336 | 3,941 | 0.95% | 0.71% | 162 | +54,232 | 43.7% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 169,162 | 3,912 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 168,200 | 3,890 | 0.37% | 0.37% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 166,855 | 3,859 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 164,466 | 3,804 | 0.39% | 0.39% | 166 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 164,229 | 3,798 | 0.28% | 0.28% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 163,238 | 3,775 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Range Financial Group LLC | History | No change | 160,119 | 3,703 | 1.01% | 1.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LOWERY THOMAS, LLC | History | No change | 159,791 | 3,695 | 1.8% | 1.8% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 159,044 | 3,678 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Curi Capital, LLC | History | No change | 157,463 | 3,642 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 157,293 | 3,638 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NYL Investors LLC | History | No change | 157,163 | 3,635 | 1.39% | 1.39% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smart Money Group LLC | History | No change | 154,434 | 3,572 | 0.92% | 0.92% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Wealth Services, LLC | History | No change | 153,401 | 3,548 | 0.66% | 0.66% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BIP Wealth, LLC | History | No change | 152,354 | 3,523 | 0.1% | 0.1% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TPG Advisors LLC | History | No change | 151,467 | 3,503 | 1.92% | 1.92% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 150,899 | 3,490 | 0.19% | 0.19% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 149,289 | 3,453 | 0.17% | 0.17% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 148,950 | 3,445 | 0.11% | 0.11% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 147,971 | 3,422 | 1.53% | 1.53% | 182 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 145,697 | 3,369 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 144,694 | 3,346 | 1.44% | 1.44% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 143,456 | 3,318 | 1.36% | 1.36% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Krilogy Financial LLC | History | No change | 143,080 | 3,309 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 141,564 | 3,274 | 0.19% | 0.19% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 140,215 | 3,243 | 0.51% | 0.51% | 188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Friedenthal Financial | History | No change | 139,626 | 3,229 | 1.49% | 1.49% | 189 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CVA Family Office, LLC | History | No change | 137,096 | 3,171 | 0.29% | 0.29% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 136,632 | 3,160 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Breakwater Investment Management | History | No change | 134,779 | 3,117 | 1.06% | 1.06% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 134,277 | 3,105 | 0.37% | 0.37% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chesapeake Wealth Management | History | No change | 133,559 | 3,089 | 0.87% | 0.87% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Forty Two & Co. | History | No change | 132,494 | 3,064 | 2.6% | 2.6% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 131,546 | 3,042 | 0.46% | 0.46% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 130,938 | 3,028 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 5T Wealth, LLC | History | No change | 129,547 | 2,996 | 1.12% | 1.12% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 129,203 | 2,988 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 128,446 | 2,970 | 0.31% | 0.31% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthPoint Financial, LLC | History | No change | 127,721 | 2,954 | 2.15% | 2.15% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Twin Cities Retirement Group LLC | History | No change | 127,460 | 2,948 | 2.52% | 2.52% | 202 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 124,040 | 2,869 | 2.43% | 2.43% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 123,338 | 2,852 | 0.45% | 0.45% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 123,034 | 2,845 | 0.31% | 0.31% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 121,609 | 2,813 | 0.11% | 0.11% | 206 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | No change | 101,100 | 2,800 | 2.2% | 2.2% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | No change | 120,235 | 2,781 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 119,776 | 2,770 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 119,487 | 2,763 | 0.13% | 0.13% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 118,298 | 2,736 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 117,102 | 2,708 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| M1 Capital Management LLC | History | No change | 116,739 | 2,700 | 1.0% | 1.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Omega Financial Group, LLC | History | No change | 115,868 | 2,680 | 0.82% | 0.82% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BALLAST ADVISORS LLC | History | No change | 115,246 | 2,665 | 0.63% | 0.63% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balefire, LLC | History | Added to | 120,553 | 2,664 | 0.42% | 0.27% | 216 | +48,288 | 66.82% | Q3 2026 | Oct 09, 2026 |
| ETF Store, Inc. | History | No change | 114,721 | 2,653 | 2.22% | 2.22% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gen-Wealth Partners Inc | History | No change | 112,915 | 2,611 | 0.73% | 0.73% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 112,283 | 2,597 | 0.16% | 0.16% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Designs Corp | History | Added to | 116,711 | 2,579 | 1.33% | 1.38% | 220 | +5,124 | 4.59% | Q3 2026 | Oct 08, 2026 |
| Carnegie Investment Counsel | History | No change | 110,428 | 2,554 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OFS Enterprise LLC | History | No change | 110,173 | 2,548 | 0.65% | 0.65% | 222 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Serenity Investment Advisors | History | No change | 111,150 | 2,530 | 1.08% | 1.08% | 223 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Zhang Financial LLC | History | No change | 109,176 | 2,525 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LVW Advisors, LLC | History | No change | 108,260 | 2,504 | 0.22% | 0.22% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valmark Advisers, Inc. | History | No change | 104,017 | 2,405 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hopwood Nicholas Hunter | History | No change | 103,755 | 2,399 | 0.66% | 0.66% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 103,630 | 2,396 | 0.41% | 0.41% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 102,545 | 2,371 | 0.26% | 0.26% | 229 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 100,681 | 2,328 | 1.27% | 1.27% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Csenge Advisory Group | History | No change | 100,170 | 2,316 | 0.09% | 0.09% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 99,938 | 2,311 | 0.15% | 0.15% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RDA Financial Network | History | No change | 96,437 | 2,230 | 0.49% | 0.49% | 233 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| K2 Financial Inc. | History | No change | 96,470 | 2,224 | 1.57% | 1.57% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 90,885 | 2,102 | 0.4% | 0.4% | 235 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | No change | 90,553 | 2,094 | 1.15% | 1.15% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Diversify Advisory Services, LLC | History | No change | 91,203 | 2,082 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 91,203 | 2,082 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sculati Wealth Management, LLC | History | No change | 88,135 | 2,023 | 0.67% | 0.67% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 85,784 | 1,984 | 0.23% | 0.23% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BCWM, LLC | History | No change | 85,669 | 1,981 | 0.58% | 0.58% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | No change | 85,401 | 1,975 | 0.29% | 0.29% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 84,666 | 1,958 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dorato Capital Management | History | Reduced | 88,053 | 1,939 | 1.29% | 1.39% | 244 | -1,111 | -1.25% | Q3 2026 | Oct 08, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 82,297 | 1,903 | 0.7% | 0.7% | 245 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 81,496 | 1,885 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Livet Wealth, LLC | History | No change | 81,443 | 1,883 | 1.09% | 1.09% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | No change | 80,763 | 1,868 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 80,642 | 1,865 | 0.19% | 0.19% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bangor Savings Bank | History | No change | 83,589 | 1,847 | 0.14% | 0.14% | 250 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 78,512 | 1,815 | 0.4% | 0.4% | 251 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Boston Partners | History | No change | 77,883 | 1,801 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WBH ADVISORY INC | History | No change | 77,727 | 1,797 | 0.12% | 0.12% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portside Wealth Group, LLC | History | No change | 77,408 | 1,790 | 0.21% | 0.21% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Blossom Wealth Management | History | No change | 77,147 | 1,784 | 2.51% | 2.51% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | No change | 76,515 | 1,769 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 76,361 | 1,766 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 76,169 | 1,761 | 0.15% | 0.15% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Eley Financial Management, Inc | History | No change | 75,995 | 1,757 | 0.57% | 0.57% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBT BANK, N.A. | History | No change | 75,928 | 1,756 | 0.12% | 0.12% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group LLC | History | No change | 75,785 | 1,752 | 0.2% | 0.2% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ProVise Management Group, LLC | History | No change | 75,373 | 1,743 | 0.12% | 0.12% | 262 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 78,787 | 1,741 | 0.51% | 0.49% | 263 | +5,984 | 8.22% | Q3 2026 | Oct 08, 2026 |
| Mendel Capital Management LLC | History | No change | 74,458 | 1,722 | 0.77% | 0.77% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 72,645 | 1,680 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 72,136 | 1,668 | 0.08% | 0.08% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Park Edge Advisors, LLC | History | No change | 72,115 | 1,668 | 0.35% | 0.35% | 267 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 72,046 | 1,666 | 0.81% | 0.81% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MSH Capital Advisors LLC | History | No change | 71,656 | 1,657 | 0.29% | 0.29% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Financial Advisory LLC | History | No change | 71,200 | 1,646 | 0.32% | 0.32% | 270 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 70,304 | 1,626 | 0.52% | 0.52% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 67,085 | 1,551 | 0.53% | 0.53% | 272 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parallel Advisors, LLC | History | No change | 67,010 | 1,549 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 66,385 | 1,535 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 65,254 | 1,509 | 0.28% | 0.28% | 275 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Claro Advisors Inc. | History | No change | 65,205 | 1,508 | 0.16% | 0.16% | 276 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Powers Advisory Group, LLC | History | No change | 65,200 | 1,508 | 0.47% | 0.47% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 65,187 | 1,507 | 0.15% | 0.15% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFG Advisory, LLC | History | No change | 64,830 | 1,499 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 64,379 | 1,489 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gambit Capital Management, LLC | History | No change | 63,287 | 1,463 | 0.85% | 0.85% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthTrak Capital Management LLC | History | No change | 63,009 | 1,457 | 0.96% | 0.96% | 282 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Seneca Financial Advisors LLC | History | No change | 62,216 | 1,439 | 0.37% | 0.37% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Latitude Advisors, LLC | History | No change | 60,496 | 1,399 | 0.56% | 0.56% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 60,374 | 1,396 | 0.87% | 0.87% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Asset Management, LLC | History | No change | 60,286 | 1,394 | 0.31% | 0.31% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 60,233 | 1,393 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twele Capital Management, Inc. | History | No change | 59,964 | 1,386 | 0.23% | 0.23% | 288 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Management Associates, Inc | History | No change | 59,891 | 1,385 | 0.28% | 0.28% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hobbs Wealth Management, LLC | History | No change | 58,974 | 1,364 | 1.15% | 1.15% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 58,649 | 1,362 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 58,784 | 1,359 | 0.25% | 0.25% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LexAurum Advisors, LLC | History | No change | 58,542 | 1,354 | 0.16% | 0.16% | 293 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | No change | 57,160 | 1,322 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 57,189 | 1,322 | 0.36% | 0.36% | 295 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 55,870 | 1,292 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JMG Financial Group, Ltd. | History | No change | 55,255 | 1,278 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OMC Financial Services LTD | History | No change | 55,050 | 1,273 | 0.42% | 0.42% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 54,385 | 1,257 | 0.15% | 0.15% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 54,272 | 1,255 | 0.32% | 0.32% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BCS Wealth Management | History | No change | 54,160 | 1,252 | 0.23% | 0.23% | 301 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | No change | 54,100 | 1,251 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 53,630 | 1,240 | 0.13% | 0.13% | 303 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 53,247 | 1,231 | 0.05% | 0.05% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 53,056 | 1,227 | 0.25% | 0.25% | 305 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rossby Financial, LCC | History | No change | 53,079 | 1,227 | 0.22% | 0.22% | 306 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Leo H. Evart, Inc. | History | No change | 52,899 | 1,223 | 0.97% | 0.97% | 307 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 52,285 | 1,209 | 0.08% | 0.08% | 308 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| W ADVISORS, LLC | History | No change | 51,769 | 1,197 | 0.54% | 0.54% | 309 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 51,668 | 1,195 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONEYWISE, INC. | History | No change | 51,169 | 1,183 | 0.44% | 0.44% | 311 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investment Research Partners LLC | History | No change | 50,800 | 1,175 | 0.4% | 0.4% | 312 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avail Investment Partners, LLC | History | No change | 50,630 | 1,171 | 0.9% | 0.9% | 313 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crabel Capital Management, LLC | History | No change | 50,447 | 1,166 | 0.85% | 0.85% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apeiron RIA LLC | History | Reduced | 52,791 | 1,165 | 0.26% | 0.39% | 315 | -12,149 | -18.71% | Q3 2026 | Oct 08, 2026 |
| Modera Wealth Management, LLC | History | No change | 50,199 | 1,161 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HB Wealth Management, LLC | History | No change | 50,111 | 1,159 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GK Wealth Management LLC | History | Added to | 51,916 | 1,147 | 0.65% | 0.63% | 318 | +79 | 0.15% | Q3 2026 | Oct 09, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 47,384 | 1,095 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 49,331 | 1,090 | 0.1% | 0.12% | 320 | -5,368 | -9.81% | Q3 2026 | Oct 08, 2026 |
| MGO ONE SEVEN LLC | History | No change | 46,641 | 1,078 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Wealth Management, LLC | History | No change | 46,343 | 1,071 | 0.06% | 0.06% | 322 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sharkey, Howes & Javer | History | No change | 45,863 | 1,060 | 0.13% | 0.13% | 323 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 46,977 | 1,038 | 0.54% | 0.6% | 324 | -2,764 | -5.56% | Q3 2026 | Oct 08, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 44,553 | 1,030 | 0.48% | 0.48% | 325 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 44,001 | 1,017 | 0.43% | 0.43% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 43,585 | 1,008 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 42,977 | 994 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Friday Financial | History | Added to | 44,634 | 985 | 0.19% | 0.07% | 330 | +33,121 | 287.68% | Q3 2026 | Oct 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 42,603 | 985 | 0.22% | 0.22% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 42,426 | 981 | 0.21% | 0.21% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 41,927 | 969 | 0.19% | 0.19% | 332 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shearwater Capital LLC | History | No change | 41,789 | 966 | 0.46% | 0.46% | 333 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kenora Financial, LLC | History | No change | 41,245 | 953 | 0.29% | 0.29% | 334 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Plan A Wealth LLC | History | Added to | 43,101 | 952 | 0.34% | 0.42% | 335 | +710 | 1.67% | Q3 2026 | Oct 08, 2026 |
| Values Added Financial LLC | History | No change | 40,953 | 947 | 0.34% | 0.34% | 336 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Great Waters Wealth Management | History | Reduced | 42,695 | 943 | 0.08% | 0.1% | 337 | -2,087 | -4.66% | Q3 2026 | Oct 07, 2026 |
| VestGen Advisors, LLC | History | No change | 40,773 | 943 | 0.03% | 0.03% | 338 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 40,600 | 939 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farnam Financial LLC | History | No change | 40,619 | 939 | 0.68% | 0.68% | 340 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 40,492 | 936 | 0.03% | 0.03% | 341 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 41,064 | 934 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Geometric Wealth Advisors | History | No change | 40,110 | 927 | 0.1% | 0.1% | 343 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 39,900 | 922 | 0.16% | 0.16% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signet Investment Advisory Group, Inc. | History | No change | 39,825 | 921 | 0.41% | 0.41% | 345 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 39,653 | 917 | 0.05% | 0.05% | 346 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 39,429 | 912 | 0.05% | 0.05% | 347 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | No change | 39,425 | 911 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 39,228 | 907 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 38,900 | 899 | 0.08% | 0.08% | 350 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NOVUS ADVISORS, LLC | History | No change | 38,126 | 881 | 1.84% | 1.84% | 351 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 37,467 | 866 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 37,407 | 865 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 37,376 | 864 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDELIS iM, LLC | History | No change | 37,360 | 864 | 0.29% | 0.29% | 355 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VERITY Wealth Advisors | History | No change | 37,305 | 862 | 0.52% | 0.52% | 356 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Carolina Wealth Management Inc | History | No change | 37,260 | 861 | 0.4% | 0.4% | 357 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 37,102 | 858 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 36,446 | 843 | 0.3% | 0.3% | 359 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Roundview Capital LLC | History | No change | 36,345 | 840 | 0.05% | 0.05% | 360 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Asempa Wealth Advisors | History | Added to | 37,991 | 838 | 0.64% | 0.55% | 361 | +6,007 | 18.78% | Q3 2026 | Oct 07, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 37,871 | 836 | 0.21% | 0.22% | 362 | +2,076 | 5.8% | Q3 2026 | Oct 06, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 35,714 | 826 | 0.23% | 0.23% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RCS Financial Planning, LLC | History | No change | 35,174 | 813 | 0.38% | 0.38% | 364 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 36,434 | 805 | 0.59% | 0.64% | 365 | -1,278 | -3.39% | Q3 2026 | Oct 09, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 34,800 | 804 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aletheian Wealth Advisors LLC | History | Added to | 36,200 | 800 | 0.32% | 0.36% | 367 | +17 | 0.05% | Q3 2026 | Oct 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 34,453 | 796 | 0.04% | 0.04% | 368 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 34,384 | 795 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PFG Advisors | History | No change | 34,293 | 793 | 0.04% | 0.04% | 370 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 32,584 | 756 | 0.03% | 0.03% | 371 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Liberty Capital Management, Inc. | History | No change | 32,322 | 747 | 0.13% | 0.13% | 372 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 32,259 | 746 | 0.58% | 0.58% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 31,416 | 726 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 31,330 | 724 | 0.17% | 0.17% | 375 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WJ Financial Advisors LLC | History | No change | 31,290 | 723 | 0.53% | 0.53% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWC Advisors, LLC. | History | No change | 31,166 | 720 | 0.32% | 0.32% | 377 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sowell Financial Services LLC | History | No change | 30,589 | 707 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 30,480 | 704 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lido Advisors, LLC | History | No change | 29,512 | 682 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | No change | 28,989 | 670 | 0.29% | 0.29% | 381 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Texas Yale Capital Corp. | History | No change | 28,619 | 661 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Garde Capital, Inc. | History | No change | 28,599 | 661 | 0.03% | 0.03% | 383 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Payne Capital LLC | History | No change | 28,558 | 660 | 0.55% | 0.55% | 384 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ignite Planners, LLC | History | No change | 28,460 | 658 | 0.09% | 0.09% | 385 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 28,154 | 651 | 0.06% | 0.06% | 386 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WESBANCO BANK INC | History | No change | 28,127 | 650 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orcam Financial Group | History | No change | 27,723 | 641 | 0.31% | 0.31% | 388 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 27,627 | 639 | 0.1% | 0.1% | 389 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Core Wealth Partners LLC | History | No change | 27,540 | 637 | 0.27% | 0.27% | 390 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Scarborough Advisors, LLC | History | No change | 26,983 | 623 | 0.07% | 0.07% | 391 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| New Harbor Financial Group, LLC | History | No change | 26,162 | 605 | 0.1% | 0.1% | 392 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| L2 Asset Management, LLC | History | No change | 26,160 | 605 | 0.06% | 0.06% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RKL Wealth Management LLC | History | No change | 25,641 | 593 | 0.05% | 0.05% | 394 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Appalachian Capital Management Ltd | History | No change | 25,444 | 588 | 0.43% | 0.43% | 395 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Western Financial Corp/CA | History | No change | 25,289 | 584 | 0.17% | 0.17% | 396 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 25,182 | 582 | 0.05% | 0.05% | 397 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Laraway Financial Advisors Inc | History | No change | 25,149 | 581 | 0.35% | 0.35% | 398 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Retirement, LLC | History | No change | 24,940 | 576 | 0.03% | 0.03% | 399 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sonoma Private Wealth LLC | History | No change | 24,741 | 572 | 0.61% | 0.61% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 23,826 | 551 | 0.08% | 0.08% | 401 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 23,412 | 541 | 0.41% | 0.41% | 402 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | No change | 23,665 | 540 | 0.04% | 0.04% | 403 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 23,176 | 536 | 0.43% | 0.43% | 404 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 23,050 | 533 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Downshift Financial, LLC | History | No change | 22,873 | 529 | 0.24% | 0.24% | 406 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carroll Advisory Group, LLC | History | No change | 22,204 | 513 | 0.17% | 0.17% | 407 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 22,018 | 509 | 0.08% | 0.08% | 408 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 21,885 | 506 | 0.07% | 0.07% | 409 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RED REEF ADVISORS LLC | History | No change | 21,847 | 505 | 0.47% | 0.47% | 410 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Seek First Inc. | History | No change | 21,826 | 504 | 0.32% | 0.32% | 411 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 21,638 | 500 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 21,333 | 493 | 0.28% | 0.28% | 413 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 21,177 | 489 | 0.06% | 0.06% | 414 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Midwest Financial Network, LLC | History | No change | 21,131 | 488 | 0.33% | 0.33% | 415 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RBA Wealth Management, LLC | History | No change | 21,086 | 487 | 0.18% | 0.18% | 416 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 20,996 | 485 | 0.09% | 0.09% | 417 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 20,960 | 484 | 0.04% | 0.04% | 418 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ridgeline Wealth, LLC | History | No change | 20,888 | 483 | 0.28% | 0.28% | 419 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ketron Financial | History | No change | 20,689 | 478 | 0.15% | 0.15% | 420 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RCW Management, LLC | History | No change | 20,609 | 476 | 0.43% | 0.43% | 421 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fulcrum Equity Management | History | No change | 20,455 | 473 | 0.35% | 0.35% | 422 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 21,371 | 472 | 0.31% | 0.59% | 423 | -16,432 | -43.47% | Q3 2026 | Oct 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 19,986 | 462 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 19,988 | 462 | 0.39% | 0.39% | 425 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 19,819 | 458 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 19,625 | 453 | 0.04% | 0.04% | 427 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cooper Financial Group | History | Reduced | 20,469 | 452 | 0.04% | 0.04% | 429 | -1,757 | -7.91% | Q3 2026 | Oct 07, 2026 |
| FDx Advisors, Inc. | History | No change | 19,545 | 452 | 0.14% | 0.14% | 428 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 19,441 | 449 | 1.51% | 1.51% | 430 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ONE Advisory Partners, LLC | History | No change | 19,405 | 448 | 0.12% | 0.12% | 431 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 19,319 | 446 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 19,214 | 444 | 0.05% | 0.05% | 433 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 20,045 | 443 | 0.22% | 0.21% | 434 | +54 | 0.27% | Q3 2026 | Oct 08, 2026 |
| Wedmont Private Capital | History | No change | 19,610 | 433 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 18,718 | 432 | 0.05% | 0.05% | 436 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rothschild Wealth LLC | History | No change | 18,593 | 430 | 0.03% | 0.03% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 18,287 | 422 | 0.1% | 0.1% | 438 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fermata Advisors, LLC | History | No change | 18,246 | 422 | 0.09% | 0.09% | 439 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Code Waechter LLC | History | No change | 18,235 | 421 | 0.22% | 0.22% | 440 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Note Advisors, LLC | History | No change | 17,981 | 415 | 0.18% | 0.18% | 441 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PSI Advisors, LLC | History | No change | 17,854 | 412 | 0.1% | 0.1% | 442 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 17,854 | 412 | 0.1% | 0.1% | 443 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| One Capital Management, LLC | History | No change | 17,740 | 411 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | No change | 17,504 | 405 | 0.27% | 0.27% | 445 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 17,457 | 403 | 0.15% | 0.15% | 446 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 17,266 | 399 | 0.12% | 0.12% | 447 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthShield Partners, LLC | History | No change | 17,231 | 398 | 0.06% | 0.06% | 448 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 17,115 | 397 | 0.02% | 0.02% | 449 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lansing Street Advisors | History | No change | 17,070 | 394 | 0.08% | 0.08% | 450 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 16,541 | 382 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 16,480 | 381 | 0.07% | 0.07% | 452 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Courage Miller Partners, LLC | History | No change | 16,460 | 380 | 0.1% | 0.1% | 453 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gleason Group, Inc. | History | No change | 16,443 | 380 | 0.03% | 0.03% | 454 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Daytona Street Capital LLC | History | No change | 16,473 | 377 | 0.28% | 0.28% | 455 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Faithward Advisors, LLC | History | No change | 16,266 | 376 | 0.05% | 0.05% | 456 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True North Advisors, LLC | History | No change | 16,140 | 373 | 0.04% | 0.04% | 457 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 16,154 | 373 | 0.04% | 0.04% | 458 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 16,121 | 372 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 15,487 | 358 | 0.21% | 0.21% | 460 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 15,454 | 357 | 0.03% | 0.03% | 461 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PKS Advisory Services, LLC | History | No change | 15,368 | 355 | 0.06% | 0.06% | 462 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alley Investment Management Company, LLC | History | No change | 15,324 | 354 | 0.04% | 0.04% | 463 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 15,928 | 351 | 0.29% | 0.31% | 465 | +389 | 2.5% | Q3 2026 | Oct 08, 2026 |
| BRIGHTON JONES LLC | History | No change | 15,205 | 351 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset One Wealth Management LLC | History | No change | 14,998 | 344 | 0.04% | 0.04% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 14,815 | 342 | 0.07% | 0.07% | 467 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 14,815 | 342 | 0.09% | 0.09% | 468 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Index Fund Advisors, Inc. | History | No change | 14,656 | 338 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 14,395 | 332 | 0.21% | 0.21% | 470 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 14,242 | 329 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 14,386 | 327 | 0.13% | 0.13% | 472 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 14,086 | 325 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | No change | 14,058 | 325 | 0.03% | 0.03% | 474 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 14,052 | 325 | 0.06% | 0.06% | 475 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 13,978 | 323 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BURNS J W & CO INC/NY | History | No change | 14,000 | 323 | 0.03% | 0.03% | 477 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keebeck Wealth Management | History | No change | 13,977 | 323 | 0.03% | 0.03% | 478 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 13,857 | 320 | 0.06% | 0.06% | 479 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Francis Financial, Inc. | History | No change | 13,736 | 317 | 0.05% | 0.05% | 480 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 13,682 | 316 | 0.13% | 0.13% | 481 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Partners in Financial Planning | History | No change | 13,625 | 315 | 0.05% | 0.05% | 482 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joule Financial, LLC | History | No change | 13,601 | 314 | 0.09% | 0.09% | 483 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fairway Wealth LLC | History | No change | 13,471 | 311 | 0.07% | 0.07% | 484 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUB Investment Partners, LLC | History | No change | 13,405 | 310 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MN Wealth Advisors, LLC | History | No change | 13,373 | 309 | 0.13% | 0.13% | 486 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 13,015 | 301 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 13,001 | 300 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 13,006 | 300 | 0.04% | 0.04% | 489 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | No change | 12,933 | 299 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 12,958 | 299 | 0.03% | 0.03% | 491 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burk Holdings LLC | History | No change | 12,911 | 298 | 0.11% | 0.11% | 492 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 12,823 | 296 | 0.02% | 0.02% | 493 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walker Financial Services, Inc. | History | No change | 12,773 | 295 | 0.09% | 0.09% | 494 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthCollab, LLC | History | No change | 12,698 | 293 | 0.11% | 0.11% | 495 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | No change | 12,649 | 292 | 0.02% | 0.02% | 496 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steele Capital Management, Inc. | History | No change | 12,586 | 291 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | No change | 12,589 | 291 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWMG, LLC | History | No change | 12,491 | 286 | 0.07% | 0.07% | 499 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 12,345 | 285 | 0.11% | 0.11% | 500 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 12,312 | 284 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fidelis Wealth Advisors LLC | History | No change | 12,268 | 283 | 0.42% | 0.42% | 502 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,176 | 281 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 11,815 | 273 | 0.15% | 0.15% | 504 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantum Capital Management, LLC / NJ | History | No change | 11,763 | 272 | 0.03% | 0.03% | 505 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 11,799 | 272 | 0.03% | 0.03% | 506 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | No change | 11,789 | 272 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 11,773 | 272 | 0.18% | 0.18% | 508 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chesley Taft & Associates LLC | History | No change | 11,610 | 268 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HORAN Wealth, LLC | History | No change | 11,523 | 266 | 0.03% | 0.03% | 510 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 11,430 | 264 | 0.09% | 0.09% | 511 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | No change | 11,408 | 263 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 11,396 | 263 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | No change | 11,329 | 262 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 11,348 | 262 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VICUS CAPITAL | History | No change | 11,317 | 261 | 0.02% | 0.02% | 516 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meridian Wealth Management, LLC | History | No change | 11,324 | 261 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Professional Financial Advisors, LLC | History | No change | 11,307 | 261 | 0.05% | 0.05% | 518 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 11,230 | 259 | 0.17% | 0.17% | 519 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLC Capital Advisors | History | No change | 10,972 | 253 | 0.04% | 0.04% | 520 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GS Investments, Inc. | History | No change | 10,958 | 253 | 0.18% | 0.18% | 521 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,981 | 253 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fisher Asset Management, LLC | History | No change | 10,888 | 251 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | No change | 10,811 | 250 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lewis Asset Management, LLC | History | No change | 10,839 | 250 | 0.09% | 0.09% | 525 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HBK Sorce Advisory LLC | History | No change | 10,847 | 247 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Embree Financial Group | History | No change | 10,645 | 246 | 0.02% | 0.02% | 527 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 10,606 | 245 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 10,609 | 245 | 0.23% | 0.23% | 529 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | No change | 10,537 | 244 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 10,508 | 243 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 10,428 | 241 | 0.06% | 0.06% | 532 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASPIRIANT, LLC | History | No change | 10,372 | 239 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 10,354 | 239 | 0.03% | 0.03% | 534 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Truepoint, Inc. | History | No change | 10,292 | 238 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 10,243 | 236 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trinity Wealth Management, LLC | History | No change | 10,099 | 233 | 0.07% | 0.07% | 537 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 9,962 | 230 | 0.14% | 0.14% | 538 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 10,277 | 227 | 0.01% | 0.05% | 539 | -72,305 | -87.56% | Q3 2026 | Oct 08, 2026 |
| Elevation Wealth Management LLC | History | No change | 9,832 | 227 | 0.17% | 0.17% | 540 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PUREfi Wealth, LLC | History | No change | 9,739 | 225 | 0.12% | 0.12% | 541 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 9,715 | 224 | 0.13% | 0.13% | 542 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 9,675 | 223 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 9,451 | 219 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 9,466 | 218 | 0.04% | 0.04% | 545 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 9,464 | 218 | 0.07% | 0.07% | 546 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GatePass Capital, LLC | History | No change | 9,438 | 218 | 0.08% | 0.08% | 547 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SCS Capital Management LLC | History | No change | 9,421 | 217 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Whelan Financial | History | No change | 9,357 | 216 | 0.06% | 0.06% | 549 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 9,328 | 215 | 0.13% | 0.13% | 550 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SRH ADVISORS, LLC | History | No change | 9,106 | 210 | 0.05% | 0.05% | 551 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parkside Financial Bank & Trust | History | No change | 9,027 | 208 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Emerald Advisors, LLC | History | No change | 9,002 | 208 | 0.03% | 0.03% | 553 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Composition Wealth, LLC | History | No change | 8,981 | 207 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,913 | 206 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8,902 | 205 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WLTH Capital Management, LLC | History | No change | 8,852 | 204 | 0.13% | 0.13% | 557 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,813 | 203 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 9,138 | 201 | 0.05% | 0.06% | 559 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Compound Planning, Inc. | History | No change | 8,718 | 201 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 8,700 | 201 | 0.02% | 0.02% | 561 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 8,688 | 200 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Capital Management | History | Added to | 8,957 | 197 | 0.12% | 0.1% | 563 | +1,512 | 20.31% | Q3 2026 | Oct 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 8,378 | 193 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | No change | 8,628 | 191 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 7,923 | 183 | 0.04% | 0.04% | 566 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evolution Advisers, Inc. | History | No change | 7,636 | 176 | 0.06% | 0.06% | 567 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Meramec Financial Planners, LLC | History | No change | 7,753 | 176 | 0.06% | 0.06% | 568 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 7,670 | 169 | 0.01% | 0.01% | 569 | +2,931 | 61.85% | Q3 2026 | Oct 09, 2026 |
| CITIGROUP INC | History | No change | 7,278 | 168 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Investors Research Corp | History | No change | 7,094 | 156 | 0.03% | 0.03% | 571 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| EASTERN BANK | History | New | 7,036 | 155 | 0.0% | — | 573 | +7,036 | New | Q3 2026 | Oct 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,737 | 155 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 6,315 | 146 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | No change | 5,963 | 137 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 5,757 | 133 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Evensky & Katz LLC | History | No change | 5,739 | 133 | 0.01% | 0.01% | 577 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 5,959 | 131 | 0.01% | 0.01% | 578 | +2,882 | 93.66% | Q3 2026 | Oct 07, 2026 |
| Front Row Advisors LLC | History | No change | 5,149 | 117 | 0.03% | 0.03% | 579 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 5,053 | 116 | 0.02% | 0.02% | 580 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Republic Capital, LLC | History | No change | 4,991 | 115 | 0.03% | 0.03% | 581 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,969 | 109 | 0.0% | 0.0% | 582 | -75 | -1.49% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,413 | 102 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bullock Wealth Management Group | History | Added to | 4,368 | 96 | 0.04% | 0.04% | 585 | +36 | 0.83% | Q3 2026 | Oct 09, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 4,174 | 96 | 0.05% | 0.05% | 584 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,967 | 91 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Investment Partners, LLC | History | No change | 3,780 | 87 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 3,785 | 87 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,717 | 85 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| United Financial Planning Group LLC | History | No change | 3,362 | 77 | 0.04% | 0.04% | 590 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LifeSteps Financial, Inc. | History | No change | 3,311 | 76 | 0.04% | 0.04% | 591 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3,141 | 72 | 0.02% | 0.02% | 592 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,998 | 69 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 2,822 | 65 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 2,836 | 65 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 2,863 | 63 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,650 | 61 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 2,499 | 57 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ASSETMARK, INC | History | No change | 2,386 | 55 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,360 | 54 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SouthState Bank Corp | History | No change | 2,212 | 51 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | No change | 2,234 | 49 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,140 | 49 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 2,058 | 47 | 0.02% | 0.02% | 604 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,068 | 47 | 0.02% | 0.02% | 605 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,916 | 44 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 1,922 | 44 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,788 | 41 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,625 | 37 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,564 | 36 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Legacy Bridge, LLC | History | No change | 1,530 | 35 | 0.01% | 0.01% | 611 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,540 | 35 | 0.01% | 0.01% | 612 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,547 | 35 | 0.01% | 0.01% | 613 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Robinswood Financial LLC | History | No change | 1,381 | 31 | 0.01% | 0.01% | 614 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,198 | 27 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,196 | 27 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| LGT Financial Advisors LLC | History | No change | 1,207 | 27 | 0.14% | 0.14% | 617 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 1,064 | 24 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,050 | 24 | 0.02% | 0.02% | 619 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 1,050 | 24 | 0.02% | 0.02% | 620 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 958 | 21 | 0.0% | 0.01% | 621 | -1,462 | -60.41% | Q3 2026 | Oct 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 990 | 21 | 0.01% | 0.02% | 622 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 930 | 20 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 902 | 20 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wagner Wealth Management, LLC | History | No change | 784 | 18 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 741 | 17 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heritage Wealth Advisors | History | No change | 735 | 17 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 735 | 16 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cordant, Inc. | History | No change | 725 | 16 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UMB Bank, n.a. | History | No change | 650 | 15 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 650 | 15 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 594 | 13 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Colonial Trust Advisors | History | No change | 532 | 12 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Capital Advisory, LLC | History | No change | 552 | 12 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Caitlin John, LLC | History | No change | 467 | 10 | 0.01% | 0.01% | 635 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EPG Wealth Management LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ATMOS ADVISORY, LLC | History | No change | 437 | 9 | 0.0% | 0.01% | 637 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 378 | 8 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sachetta, LLC | History | No change | 364 | 8 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trust Co | History | No change | 347 | 7 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 345 | 7 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cheviot Value Management, LLC | History | No change | 292 | 6 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 281 | 6 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 288 | 6 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 291 | 6 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Group, LTD | History | No change | 296 | 6 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 219 | 5 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 242 | 5 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 200 | 4 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 211 | 4 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 200 | 4 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 134 | 3 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lodestone Wealth Management LLC | History | No change | 158 | 3 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BIRCHBROOK, INC. | History | No change | 132 | 3 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 159 | 3 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Markowski Investments | History | No change | 170 | 3 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horrell Capital Management, Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 94 | 2 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 106 | 2 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 123 | 2 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 66 | 1 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 60 | 1 | 0.0% | 0.0% | 662 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Weaver Capital Management LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 78 | 1 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 56 | 1 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 59 | 1 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | — | — | -43 | -100.0% | Q3 2026 | Oct 08, 2026 |
| VANGUARD ADVISERS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kings Path Partners LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Vestwell Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |