iSHARES TRUST - SHYG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | No change | 15,196,742 | 644,493 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 14,202,496 | 602,327 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 13,266,671 | 562,639 | 0.97% | 0.97% | 3 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Empower Advisory Group, LLC | History | No change | 13,050,164 | 553,457 | 1.32% | 1.32% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Japan Science & Technology Agency | History | No change | 4,450,000 | 188,724 | 3.57% | 3.57% | 5 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | No change | 4,226,615 | 179,250 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 3,384,414 | 143,532 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,681,442 | 113,719 | 0.22% | 0.22% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEPC LLC | History | No change | 2,632,283 | 111,635 | 2.08% | 2.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,623,843 | 111,277 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, LLC | History | No change | 2,108,580 | 89,424 | 6.84% | 6.84% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,034,737 | 86,293 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,916,056 | 81,259 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,597,404 | 67,745 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,573,240 | 66,721 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARCH CAPITAL GROUP LTD. | History | No change | 1,531,250 | 64,940 | 22.32% | 22.32% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,521,375 | 64,521 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,178,652 | 49,986 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,077,221 | 45,684 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,017,630 | 43,157 | 1.94% | 1.94% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 990,960 | 42,026 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 879,237 | 37,288 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 837,457 | 35,516 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 761,939 | 32,313 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 726,574 | 30,813 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 671,455 | 28,476 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 598,401 | 25,378 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ninety One UK Ltd | History | No change | 579,677 | 24,584 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 574,072 | 24,346 | 0.46% | 0.46% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| High Probability Advisors, LLC | History | No change | 568,588 | 24,113 | 2.58% | 2.58% | 30 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 560,230 | 23,759 | 3.85% | 3.85% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 553,158 | 23,459 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 552,453 | 23,429 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 512,389 | 21,730 | 0.14% | 0.14% | 34 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 482,367 | 20,457 | 3.45% | 3.45% | 35 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 480,840 | 20,392 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATWOOD & PALMER INC | History | Added to | 473,032 | 19,512 | 1.0% | 1.05% | 37 | +7,316 | 1.57% | Q3 2026 | Oct 08, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 453,800 | 19,245 | 2.23% | 2.23% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 444,098 | 18,834 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 442,322 | 18,758 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Financial Group LLC | History | No change | 441,195 | 18,711 | 2.11% | 2.11% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 437,857 | 18,571 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 431,186 | 18,286 | 0.19% | 0.19% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 394,915 | 16,748 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 393,300 | 16,679 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 382,042 | 16,202 | 0.27% | 0.27% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 381,033 | 16,159 | 0.37% | 0.37% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Carr Financial Group Corp | History | No change | 376,508 | 15,967 | 3.68% | 3.68% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KilterHowling LLC | History | No change | 366,816 | 15,556 | 6.97% | 6.97% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 363,259 | 15,311 | 6.15% | 6.15% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trivium Point Advisory, LLC | History | No change | 354,915 | 15,051 | 1.37% | 1.37% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascent Group, LLC | History | No change | 337,135 | 14,297 | 0.43% | 0.43% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management LLC | History | No change | 337,014 | 14,292 | 0.47% | 0.47% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 337,554 | 14,227 | 3.74% | 3.74% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 316,580 | 13,426 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 314,777 | 13,348 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 302,880 | 12,845 | 4.72% | 4.72% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 297,786 | 12,629 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 285,175 | 12,094 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| S&A Financial Services, Inc. | History | No change | 280,282 | 11,886 | 7.26% | 7.26% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 278,424 | 11,807 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 277,034 | 11,749 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Peak Financial Management, Inc. | History | No change | 271,489 | 11,513 | 2.64% | 2.64% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 271,154 | 11,499 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 270,157 | 11,457 | 2.3% | 2.3% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freestate Advisors LLC | History | No change | 265,076 | 11,241 | 8.4% | 8.4% | 66 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Waterloo Capital, L.P. | History | No change | 253,825 | 10,764 | 0.6% | 0.6% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Powers Advisory Group, LLC | History | No change | 251,518 | 10,666 | 3.34% | 3.34% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 250,360 | 10,617 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 247,013 | 10,480 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 244,899 | 10,386 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 231,176 | 9,804 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 229,252 | 9,722 | 8.35% | 8.35% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Merit Financial Group, LLC | History | No change | 215,454 | 9,137 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cascade Financial Partners, LLC | History | No change | 215,130 | 9,123 | 0.79% | 0.79% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Coral Wealth Management, LLC | History | No change | 213,527 | 9,055 | 7.42% | 7.42% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Portside Wealth Group, LLC | History | No change | 209,365 | 8,879 | 1.03% | 1.03% | 77 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 208,317 | 8,834 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Curtis Advisory Group, LLC | History | No change | 205,212 | 8,703 | 1.69% | 1.69% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 203,697 | 8,638 | 0.27% | 0.27% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 201,089 | 8,528 | 0.13% | 0.13% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 196,542 | 8,335 | 0.22% | 0.22% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 180,364 | 7,649 | 0.75% | 0.75% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Towercrest Capital Management | History | No change | 175,323 | 7,435 | 1.04% | 1.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 173,081 | 7,340 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith Salley Wealth Management | History | No change | 171,419 | 7,269 | 0.32% | 0.32% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 171,156 | 7,258 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alexis Investment Partners, LLC | History | No change | 171,006 | 7,255 | 4.24% | 4.24% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avior Wealth Management, LLC | History | No change | 169,050 | 7,169 | 0.19% | 0.19% | 89 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Livet Wealth, LLC | History | No change | 168,489 | 7,145 | 4.12% | 4.12% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 162,058 | 6,872 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hudock, Inc. | History | No change | 157,723 | 6,689 | 0.86% | 0.86% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RiverFront Investment Group, LLC | History | No change | 154,635 | 6,558 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 154,051 | 6,533 | 0.85% | 0.85% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 146,455 | 6,211 | 1.58% | 1.58% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 145,486 | 6,161 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manske Wealth Management | History | No change | 145,122 | 6,154 | 1.53% | 1.53% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Portfolio Design Labs, LLC | History | No change | 143,624 | 6,091 | 1.0% | 1.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COURIER CAPITAL LLC | History | No change | 142,466 | 6,041 | 0.3% | 0.3% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alliance Wealth Management Group | History | No change | 142,228 | 6,031 | 1.17% | 1.17% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 140,602 | 5,962 | 0.13% | 0.13% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 129,960 | 5,511 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 128,135 | 5,434 | 1.7% | 1.7% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Norris Financial Group, LLC | History | No change | 128,011 | 5,428 | 2.16% | 2.16% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 127,431 | 5,404 | 1.11% | 1.11% | 105 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 125,264 | 5,312 | 0.2% | 0.2% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madden Advisory Services, Inc. | History | No change | 123,071 | 5,219 | 1.87% | 1.87% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Level Financial Advisors | History | No change | 122,620 | 5,200 | 1.16% | 1.16% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 120,358 | 5,104 | 0.27% | 0.27% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 120,304 | 5,102 | 0.26% | 0.26% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 118,278 | 5,016 | 0.85% | 0.85% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 118,658 | 5,009 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Friedenthal Financial | History | No change | 116,854 | 4,955 | 2.29% | 2.29% | 113 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 112,482 | 4,770 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 112,342 | 4,764 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 108,428 | 4,598 | 0.22% | 0.22% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 108,328 | 4,594 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atomic Invest LLC | History | No change | 106,138 | 4,503 | 0.4% | 0.4% | 118 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Apollon Wealth Management, LLC | History | No change | 104,252 | 4,421 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 103,914 | 4,406 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 102,404 | 4,343 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| One Capital Management, LLC | History | No change | 100,838 | 4,266 | 0.12% | 0.12% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 99,980 | 4,240 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 98,746 | 4,187 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 97,387 | 4,130 | 0.59% | 0.59% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Addison Capital Co | History | No change | 93,733 | 3,975 | 0.65% | 0.65% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Optiver Holding B.V. | History | No change | 91,248 | 3,869 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITY HOLDING CO | History | No change | 90,746 | 3,847 | 0.43% | 0.43% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| StoneX Group Inc. | History | No change | 90,323 | 3,828 | 0.15% | 0.15% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 90,239 | 3,827 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 89,168 | 3,781 | 0.22% | 0.22% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Flavin Financial Services, Inc. | History | No change | 87,140 | 3,695 | 2.11% | 2.11% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Wealth Advisors, LLC | History | No change | 85,462 | 3,624 | 3.4% | 3.4% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 85,370 | 3,620 | 0.31% | 0.31% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | No change | 84,938 | 3,602 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 84,371 | 3,578 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 84,136 | 3,568 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 83,621 | 3,546 | 0.29% | 0.29% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 83,420 | 3,537 | 0.56% | 0.56% | 139 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 83,332 | 3,534 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dakota Wealth Management | History | No change | 81,927 | 3,474 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 80,626 | 3,419 | 0.13% | 0.13% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 78,327 | 3,316 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 76,211 | 3,232 | 0.87% | 0.87% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investments & Financial Planning, LLC | History | No change | 73,848 | 3,131 | 1.48% | 1.48% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtue Capital Management, LLC | History | No change | 72,397 | 3,070 | 0.41% | 0.41% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 72,749 | 3,058 | 1.91% | 1.91% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parcion Private Wealth LLC | History | No change | 71,771 | 3,043 | 0.17% | 0.17% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sovran Advisors, LLC | History | No change | 70,859 | 2,978 | 0.22% | 0.22% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 70,113 | 2,973 | 1.15% | 1.15% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 69,739 | 2,957 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essex LLC | History | No change | 69,068 | 2,929 | 0.44% | 0.44% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 67,197 | 2,849 | 0.17% | 0.17% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 66,901 | 2,837 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 66,297 | 2,811 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 66,095 | 2,803 | 0.19% | 0.19% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 66,105 | 2,803 | 0.83% | 0.83% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 67,061 | 2,766 | 0.02% | 0.02% | 158 | -975 | -1.43% | Q3 2026 | Oct 08, 2026 |
| Center For Asset Management LLC | History | No change | 65,132 | 2,762 | 1.23% | 1.23% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TigerOak Management, L.L.C. | History | No change | 65,092 | 2,760 | 0.78% | 0.78% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 64,987 | 2,756 | 1.58% | 1.58% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 66,659 | 2,749 | 0.49% | 0.47% | 162 | +7,386 | 12.46% | Q3 2026 | Oct 05, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 64,010 | 2,714 | 0.43% | 0.43% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 63,836 | 2,707 | 0.26% | 0.26% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| S. R. Schill & Associates | History | No change | 62,467 | 2,649 | 1.6% | 1.6% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sigma Planning Corp | History | No change | 61,071 | 2,590 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 60,804 | 2,578 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PFG Investments, LLC | History | No change | 60,089 | 2,548 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 59,412 | 2,519 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 59,397 | 2,519 | 1.16% | 1.16% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 59,012 | 2,502 | 1.31% | 1.31% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 58,982 | 2,501 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 57,921 | 2,456 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Enterprises, LLC | History | No change | 57,208 | 2,426 | 0.12% | 0.12% | 174 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 57,282 | 2,408 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Owen LaRue, LLC | History | No change | 56,799 | 2,408 | 0.84% | 0.84% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 55,063 | 2,335 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 54,363 | 2,305 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 54,010 | 2,290 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 54,019 | 2,290 | 0.49% | 0.49% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crabel Capital Management, LLC | History | No change | 53,901 | 2,285 | 1.67% | 1.67% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squire Investment Management Company, LLC | History | No change | 53,422 | 2,265 | 0.55% | 0.55% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TICINO WEALTH | History | No change | 53,166 | 2,254 | 0.71% | 0.71% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Investment Advisors / MI | History | No change | 52,857 | 2,241 | 0.14% | 0.14% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 52,159 | 2,212 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mount Lucas Management LP | History | No change | 52,003 | 2,205 | 0.79% | 0.79% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Thrive Capital Management, LLC | History | No change | 51,924 | 2,202 | 0.42% | 0.42% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 51,633 | 2,189 | 0.25% | 0.25% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | No change | 51,241 | 2,173 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 50,725 | 2,151 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 50,602 | 2,146 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hofer & Associates. Inc | History | No change | 50,392 | 2,137 | 1.03% | 1.03% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 49,876 | 2,115 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 49,872 | 2,115 | 0.18% | 0.18% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 49,376 | 2,094 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 49,779 | 2,094 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 49,779 | 2,094 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Balefire, LLC | History | No change | 46,998 | 1,993 | 0.33% | 0.33% | 198 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pacer Advisors, Inc. | History | No change | 46,980 | 1,992 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | No change | 45,314 | 1,921 | 0.08% | 0.08% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GeoWealth Management, LLC | History | No change | 44,418 | 1,883 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | No change | 44,272 | 1,877 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 44,195 | 1,874 | 0.24% | 0.24% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 43,591 | 1,848 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 43,710 | 1,843 | 0.23% | 0.23% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 43,235 | 1,833 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 42,694 | 1,810 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | No change | 42,730 | 1,802 | 0.19% | 0.19% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HCR Wealth Advisors | History | No change | 41,400 | 1,755 | 0.16% | 0.16% | 209 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 41,070 | 1,741 | 0.97% | 0.97% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 40,985 | 1,738 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXS Investments LLC | History | No change | 40,465 | 1,716 | 0.49% | 0.49% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 40,298 | 1,709 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sierra Capital LLC | History | No change | 39,915 | 1,692 | 0.16% | 0.16% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 39,652 | 1,681 | 0.37% | 0.37% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sandro Wealth Management LLC | History | No change | 38,722 | 1,642 | 1.19% | 1.19% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 38,069 | 1,614 | 0.92% | 0.92% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 37,038 | 1,570 | 0.37% | 0.37% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Factor Wealth Management LTD | History | Reduced | 37,744 | 1,556 | 0.24% | 0.24% | 219 | -274 | -0.72% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 36,491 | 1,547 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Guidance Point Advisors, LLC | History | No change | 36,281 | 1,539 | 0.32% | 0.32% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Analysts, LLC | History | No change | 35,914 | 1,523 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | No change | 35,516 | 1,506 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 35,437 | 1,502 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 35,255 | 1,495 | 0.69% | 0.69% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TriaGen Wealth Management LLC | History | No change | 34,932 | 1,481 | 0.37% | 0.37% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 34,663 | 1,470 | 0.21% | 0.21% | 227 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 34,307 | 1,454 | 0.43% | 0.43% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Western Financial Corp/CA | History | No change | 34,214 | 1,451 | 0.42% | 0.42% | 229 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 33,583 | 1,424 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Columbia Bank | History | No change | 33,144 | 1,405 | 0.32% | 0.32% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 32,948 | 1,397 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 32,899 | 1,395 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bakala Capital LLC | History | No change | 32,864 | 1,393 | 6.1% | 6.1% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 32,452 | 1,376 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 32,444 | 1,375 | 0.26% | 0.26% | 236 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 32,444 | 1,375 | 0.26% | 0.26% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Obsido Oy | History | No change | 32,060 | 1,359 | 0.73% | 0.73% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 31,516 | 1,336 | 0.54% | 0.54% | 239 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 31,252 | 1,325 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 31,069 | 1,317 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 30,575 | 1,296 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TFB Advisors LLC | History | No change | 30,084 | 1,275 | 0.56% | 0.56% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Claro Advisors Inc. | History | No change | 29,822 | 1,264 | 0.13% | 0.13% | 244 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 29,335 | 1,244 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 29,299 | 1,242 | 0.78% | 0.78% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 29,150 | 1,236 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 21 West Wealth Management LLC | History | No change | 29,071 | 1,232 | 1.05% | 1.05% | 248 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tidal Investments LLC | History | No change | 29,162 | 1,229 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 28,912 | 1,226 | 0.34% | 0.34% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 28,650 | 1,215 | 0.6% | 0.6% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Wealth Partners, LLC | History | No change | 28,228 | 1,197 | 0.17% | 0.17% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 28,187 | 1,195 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Entelevest, LLC | History | No change | 28,130 | 1,192 | 1.02% | 1.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 27,682 | 1,173 | 0.15% | 0.15% | 255 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 27,640 | 1,172 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORDEN GROUP LLC | History | No change | 27,411 | 1,162 | 0.1% | 0.1% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IPG Investment Advisors LLC | History | No change | 27,378 | 1,161 | 0.17% | 0.17% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthRock Partners, LLC | History | No change | 27,200 | 1,153 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 26,849 | 1,138 | 0.06% | 0.06% | 260 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 26,628 | 1,129 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 25,430 | 1,078 | 0.06% | 0.06% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | No change | 25,177 | 1,067 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 25,114 | 1,065 | 0.89% | 0.89% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Portfolio Strategies, Inc. | History | No change | 24,589 | 1,042 | 0.1% | 0.1% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINTRA WEALTH, LLC | History | No change | 24,468 | 1,034 | 0.05% | 0.05% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City Center Advisors, LLC | History | Added to | 24,996 | 1,031 | 0.79% | 0.66% | 267 | +5,773 | 30.03% | Q3 2026 | Oct 07, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 23,932 | 1,014 | 0.19% | 0.19% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEEDS INVESTOR LLC | History | No change | 23,811 | 1,009 | 0.1% | 0.1% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 22,656 | 960 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisor OS, LLC | History | No change | 22,303 | 945 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Everstar Asset Management, LLC | History | No change | 22,260 | 944 | 0.46% | 0.46% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blankinship & Foster, LLC | History | No change | 21,940 | 930 | 0.19% | 0.19% | 273 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SHP Wealth Management | History | No change | 21,650 | 918 | 0.06% | 0.06% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Darden Wealth Group Inc | History | No change | 21,239 | 900 | 0.36% | 0.36% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 21,113 | 895 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wallace Advisory Group, LLC | History | No change | 21,117 | 895 | 0.84% | 0.84% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Independent Wealth Network Inc. | History | No change | 20,942 | 888 | 0.23% | 0.23% | 278 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,835 | 883 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Capital Corp/CO | History | No change | 20,534 | 870 | 0.4% | 0.4% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 20,194 | 856 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 19,721 | 836 | 0.13% | 0.13% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 19,625 | 832 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 19,622 | 827 | 0.27% | 0.27% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tudor Financial Inc. | History | No change | 19,438 | 824 | 0.37% | 0.37% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HBK Sorce Advisory LLC | History | No change | 19,545 | 822 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 19,233 | 815 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 19,208 | 814 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 19,190 | 812 | 0.09% | 0.09% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 18,943 | 801 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 18,808 | 797 | 0.23% | 0.23% | 291 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 18,607 | 789 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oasis Advisors, LLC | History | No change | 18,623 | 789 | 0.51% | 0.51% | 293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Round Rock Advisors LLC | History | No change | 18,484 | 783 | 0.1% | 0.1% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Montecito Bank & Trust | History | No change | 18,870 | 778 | 0.12% | 0.12% | 295 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 18,350 | 778 | 0.79% | 0.79% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Solutions Group, LLC | History | No change | 18,366 | 778 | 0.26% | 0.26% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| APS Management Group, Inc. | History | No change | 18,248 | 773 | 0.59% | 0.59% | 298 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,136 | 769 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Betterment LLC | History | No change | 18,140 | 769 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 18,065 | 766 | 0.09% | 0.09% | 301 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 18,011 | 758 | 0.41% | 0.41% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RED REEF ADVISORS LLC | History | No change | 17,895 | 758 | 0.7% | 0.7% | 303 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 17,839 | 756 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 17,716 | 751 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 17,714 | 751 | 0.03% | 0.03% | 306 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| McNamara Financial Services, Inc. | History | No change | 17,688 | 750 | 0.13% | 0.13% | 307 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | No change | 17,047 | 722 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 16,928 | 717 | 0.53% | 0.53% | 309 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Courage Miller Partners, LLC | History | No change | 16,773 | 711 | 0.19% | 0.19% | 310 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mendel Capital Management LLC | History | No change | 16,738 | 709 | 0.32% | 0.32% | 311 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 16,703 | 708 | 0.06% | 0.06% | 312 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Portus Wealth Advisors, LLC | History | No change | 16,712 | 708 | 0.58% | 0.58% | 313 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | No change | 16,575 | 702 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 15,395 | 697 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Portfolios, Inc. | History | No change | 16,300 | 691 | 0.05% | 0.05% | 316 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 16,228 | 688 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GK Wealth Management LLC | History | No change | 16,240 | 688 | 0.36% | 0.36% | 318 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 16,221 | 687 | 0.04% | 0.04% | 319 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 16,143 | 684 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BayBridge Capital Group, LLC | History | No change | 15,849 | 672 | 0.35% | 0.35% | 321 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 15,607 | 661 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 15,775 | 650 | 0.16% | 0.17% | 323 | +409 | 2.66% | Q3 2026 | Oct 07, 2026 |
| Vise Technologies, Inc. | History | No change | 15,195 | 644 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | No change | 14,934 | 633 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 14,903 | 632 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 14,836 | 629 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AlphaCore Capital LLC | History | No change | 14,830 | 628 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 14,800 | 627 | 0.16% | 0.16% | 329 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Argent Advisors, Inc. | History | No change | 14,529 | 616 | 0.15% | 0.15% | 330 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 14,432 | 612 | 0.09% | 0.09% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 14,236 | 603 | 0.11% | 0.11% | 332 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Delta Wealth Advisors LLC | History | No change | 14,030 | 595 | 0.43% | 0.43% | 333 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 14,015 | 594 | 0.44% | 0.44% | 334 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Baird Financial Group, Inc. | History | No change | 13,776 | 584 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 13,480 | 571 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 13,377 | 567 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Secure Asset Management, LLC | History | No change | 13,346 | 566 | 0.08% | 0.08% | 338 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NWAM LLC | History | No change | 13,333 | 565 | 0.03% | 0.03% | 339 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TBH Global Asset Management, LLC | History | No change | 13,218 | 560 | 0.1% | 0.1% | 340 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 13,127 | 556 | 0.11% | 0.11% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Saiph Capital, LLC | History | No change | 12,844 | 544 | 0.16% | 0.16% | 342 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advyzon Investment Management, LLC | History | No change | 12,789 | 542 | 0.04% | 0.04% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 12,733 | 540 | 0.04% | 0.04% | 344 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 12,720 | 539 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,729 | 539 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 12,595 | 534 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HSBC HOLDINGS PLC | History | No change | 12,521 | 531 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 12,820 | 528 | 0.06% | 0.05% | 349 | +108 | 0.85% | Q3 2026 | Oct 05, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 12,492 | 527 | 0.08% | 0.08% | 350 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 12,401 | 526 | 0.1% | 0.1% | 351 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WESPAC Advisors, LLC | History | No change | 12,234 | 518 | 0.25% | 0.25% | 352 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 12,207 | 517 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 12,180 | 516 | 0.13% | 0.13% | 354 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 11,990 | 508 | 0.1% | 0.1% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairlight Advisors | History | No change | 11,976 | 507 | 0.41% | 0.41% | 356 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 11,925 | 505 | 0.05% | 0.05% | 357 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 11,860 | 503 | 0.19% | 0.19% | 358 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Disciplined Investments, LLC | History | No change | 11,777 | 499 | 0.16% | 0.16% | 359 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 11,678 | 495 | 0.14% | 0.14% | 360 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 11,568 | 490 | 0.07% | 0.07% | 361 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Idaho Trust Co | History | No change | 11,518 | 488 | 0.14% | 0.14% | 362 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Portland Financial Advisors Inc | History | No change | 11,484 | 487 | 0.89% | 0.89% | 363 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 11,234 | 476 | 0.2% | 0.2% | 364 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rossby Financial, LCC | History | No change | 11,147 | 472 | 0.09% | 0.09% | 365 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| David Kennon Inc | History | No change | 11,125 | 471 | 0.16% | 0.16% | 366 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stewardship Advisors, LLC | History | No change | 10,831 | 459 | 0.1% | 0.1% | 367 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 10,831 | 459 | 0.05% | 0.05% | 368 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Copia Wealth Management | History | No change | 10,832 | 459 | 0.28% | 0.28% | 369 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NDWM LLC | History | No change | 10,769 | 456 | 0.27% | 0.27% | 370 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | No change | 10,743 | 455 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 10,716 | 454 | 0.21% | 0.21% | 372 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 10,692 | 453 | 0.03% | 0.03% | 373 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SG Americas Securities, LLC | History | No change | 10,660 | 452 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 10,583 | 448 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 10,374 | 439 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 10,171 | 431 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optivise Advisory Services LLC | History | No change | 10,150 | 430 | 0.22% | 0.22% | 378 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 10,055 | 426 | 0.23% | 0.23% | 379 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TPG Financial Advisors, LLC | History | No change | 9,961 | 422 | 0.13% | 0.13% | 380 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 9,933 | 421 | 0.02% | 0.02% | 381 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 10,172 | 419 | 0.08% | 0.09% | 382 | -312 | -2.98% | Q3 2026 | Oct 05, 2026 |
| Global View Capital Management LLC | History | No change | 9,782 | 414 | 0.09% | 0.09% | 383 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| American Money Management, LLC | History | No change | 9,736 | 412 | 0.06% | 0.06% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | No change | 9,719 | 412 | 0.21% | 0.21% | 385 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PKS Advisory Services, LLC | History | No change | 9,641 | 408 | 0.07% | 0.07% | 386 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 9,557 | 405 | 0.05% | 0.05% | 387 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 9,464 | 401 | 0.16% | 0.16% | 388 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 9,441 | 400 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WMG Financial Advisors, LLC | History | No change | 9,385 | 398 | 0.15% | 0.15% | 390 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tempo Wealth, LLC | History | No change | 9,298 | 394 | 0.06% | 0.06% | 391 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 9,087 | 385 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rehmann Capital Advisory Group | History | No change | 8,990 | 381 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Procyon Advisors, LLC | History | No change | 8,947 | 379 | 0.02% | 0.02% | 394 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Redwood Financial Network Corp | History | No change | 8,945 | 379 | 0.21% | 0.21% | 395 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 8,894 | 377 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 8,910 | 377 | 0.24% | 0.24% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BankPlus Wealth Management LLC | History | No change | 8,843 | 375 | 0.17% | 0.17% | 398 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CKW FINANCIAL GROUP | History | No change | 8,833 | 373 | 0.04% | 0.04% | 399 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Curi Capital, LLC | History | No change | 8,750 | 371 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 8,673 | 367 | 0.06% | 0.06% | 401 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 8,671 | 366 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Blueprint, LLC | History | No change | 8,642 | 366 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,476 | 359 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 8,320 | 352 | 0.09% | 0.09% | 405 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MRA Advisory Group | History | Added to | 8,516 | 351 | 0.13% | 0.13% | 406 | +46 | 0.54% | Q3 2026 | Oct 07, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 8,169 | 346 | 0.04% | 0.04% | 407 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 7,979 | 338 | 0.03% | 0.03% | 408 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XML Financial, LLC | History | No change | 7,971 | 338 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Talon Private Wealth, LLC | History | No change | 7,875 | 333 | 0.04% | 0.04% | 410 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| AlphaCentric Advisors LLC | History | No change | 7,783 | 330 | 0.28% | 0.28% | 411 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Synergy Investment Management, LLC | History | No change | 7,870 | 330 | 0.08% | 0.08% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stokes Family Office, LLC | History | No change | 7,635 | 323 | 0.04% | 0.04% | 413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Liberty Capital Management, Inc. | History | No change | 7,562 | 320 | 0.06% | 0.06% | 414 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Maridea Wealth Management LLC | History | No change | 7,483 | 317 | 0.03% | 0.03% | 415 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Endowment Management, LP | History | No change | 7,459 | 316 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Third View Private Wealth, LLC | History | No change | 7,386 | 313 | 0.04% | 0.04% | 417 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CWA Asset Management Group, LLC | History | No change | 7,294 | 309 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| North Star Investment Management Corp. | History | No change | 7,255 | 307 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pointe Capital Management LLC | History | No change | 7,255 | 307 | 0.14% | 0.14% | 420 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 7,252 | 307 | 0.37% | 0.37% | 421 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Objective Capital Management, LLC | History | No change | 7,237 | 306 | 0.27% | 0.27% | 422 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 7,080 | 300 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Shepherd Financial Partners LLC | History | No change | 6,903 | 292 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Family Offices, LLP | History | No change | 6,869 | 291 | 0.11% | 0.11% | 425 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 6,869 | 291 | 0.11% | 0.11% | 426 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 6,801 | 288 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 6,783 | 287 | 0.19% | 0.19% | 428 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 6,767 | 286 | 0.13% | 0.13% | 429 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 6,751 | 286 | 0.05% | 0.05% | 430 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Capital Management, LLC | History | No change | 6,680 | 283 | 0.1% | 0.1% | 431 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ERn Financial, LLC | History | No change | 6,603 | 280 | 0.05% | 0.05% | 432 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 6,576 | 278 | 0.04% | 0.04% | 433 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 6,480 | 274 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 6,450 | 273 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 6,570 | 271 | 0.01% | — | 436 | +6,570 | New | Q3 2026 | Oct 08, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 6,319 | 267 | 0.03% | 0.03% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 6,274 | 266 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 6,246 | 264 | 0.05% | 0.05% | 439 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 6,233 | 264 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | No change | 6,179 | 262 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 6,152 | 261 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saxony Capital Management, LLC | History | No change | 6,163 | 261 | 0.12% | 0.12% | 443 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ascent Advisors, LLC | History | No change | 6,174 | 260 | 0.3% | 0.3% | 444 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | No change | 6,103 | 258 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 6,055 | 256 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 6,018 | 255 | 0.1% | 0.1% | 447 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 5,948 | 252 | 0.09% | 0.09% | 448 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Two West Capital Advisors LLC | History | No change | 5,988 | 252 | 0.13% | 0.13% | 449 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vericrest Private Wealth | History | No change | 5,939 | 251 | 0.22% | 0.22% | 450 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Shelter Rock Management, LLC | History | No change | 5,896 | 250 | 0.24% | 0.24% | 451 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| United Advisor Group, LLC | History | No change | 5,863 | 248 | 0.03% | 0.03% | 452 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5,779 | 245 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,724 | 241 | 0.02% | 0.02% | 454 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,633 | 238 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 5,603 | 237 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ninety One North America, Inc. | History | No change | 5,607 | 237 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BAM Wealth Management, LLC | History | No change | 5,576 | 236 | 0.15% | 0.15% | 458 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 5,539 | 235 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 5,542 | 235 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | No change | 5,547 | 235 | 0.18% | 0.18% | 461 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 5,463 | 231 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 5,438 | 230 | 0.03% | 0.03% | 463 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 5,553 | 229 | 0.06% | — | 465 | +5,553 | New | Q3 2026 | Oct 02, 2026 |
| WNY Asset Management, LLC | History | No change | 5,415 | 229 | 0.02% | 0.02% | 464 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 5,322 | 226 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 5,302 | 224 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 5,262 | 223 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ATX Financial Planning, LLC | History | No change | 5,237 | 222 | 0.15% | 0.15% | 469 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 5,065 | 214 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SYKON CAPITAL LLC | History | No change | 5,050 | 214 | 0.07% | 0.07% | 471 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,005 | 212 | 0.04% | 0.04% | 472 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forza Wealth Management, LLC | History | No change | 4,975 | 210 | 0.06% | 0.06% | 473 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 4,960 | 210 | 0.04% | 0.04% | 474 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Asset One Wealth Management LLC | History | No change | 4,899 | 207 | 0.02% | 0.02% | 475 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,845 | 205 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Insight Wealth Partners, LLC | History | No change | 4,764 | 202 | 0.03% | 0.03% | 477 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Timber Creek Capital Management LLC | History | No change | 4,740 | 201 | 0.04% | 0.04% | 478 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wedmont Private Capital | History | No change | 4,759 | 200 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FMR LLC | History | No change | 4,398 | 186 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 4,293 | 182 | 0.03% | 0.03% | 481 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4,288 | 181 | 0.02% | 0.02% | 482 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Winthrop Capital Management, LLC | History | No change | 3,520 | 149 | 0.04% | 0.04% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,322 | 140 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 3,129 | 132 | 0.11% | 0.11% | 485 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,866 | 121 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 2,759 | 117 | 0.02% | 0.02% | 487 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 2,747 | 116 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 2,720 | 115 | 0.05% | 0.05% | 489 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mosley Wealth Management | History | No change | 2,665 | 113 | 0.04% | 0.04% | 490 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO | History | No change | 2,629 | 111 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COUNTRY TRUST BANK | History | No change | 2,609 | 110 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | No change | 2,464 | 104 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evolution Advisers, Inc. | History | No change | 2,376 | 100 | 0.04% | 0.04% | 494 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,397 | 98 | 0.0% | 0.0% | 495 | -36 | -1.48% | Q3 2026 | Oct 08, 2026 |
| Colonial Trust Co / SC | History | No change | 2,200 | 93 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EPG Wealth Management LLC | History | No change | 2,173 | 92 | 0.02% | 0.02% | 497 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Realta Investment Advisors | History | No change | 2,070 | 87 | 0.03% | 0.03% | 498 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,011 | 85 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 2,004 | 84 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,836 | 77 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Richardson Capital Management LLC | History | No change | 1,802 | 76 | 0.03% | 0.03% | 502 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 1,814 | 74 | 0.02% | — | 503 | +1,814 | New | Q3 2026 | Oct 07, 2026 |
| Colonial Trust Advisors | History | No change | 1,735 | 73 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,636 | 69 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 1,540 | 65 | 0.06% | 0.06% | 506 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,440 | 61 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 1,342 | 57 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,358 | 57 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pacifica Partners Inc. | History | No change | 1,299 | 54 | 0.02% | 0.02% | 510 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,234 | 52 | 0.03% | 0.03% | 511 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,040 | 44 | 0.03% | 0.03% | 512 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 1,036 | 43 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Finance Group S.A. | History | No change | 1,214 | 42 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 986 | 41 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key Capital Management, INC | History | No change | 968 | 41 | 0.02% | 0.02% | 516 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 945 | 40 | 0.09% | 0.09% | 517 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 965 | 40 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 919 | 38 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 841 | 35 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crewe Advisors LLC | History | No change | 821 | 34 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | No change | 796 | 33 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 785 | 33 | 0.02% | 0.02% | 523 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthShield Partners, LLC | History | No change | 744 | 31 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 732 | 31 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 722 | 30 | 0.02% | 0.02% | 526 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 700 | 29 | 0.02% | 0.02% | 527 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Markowski Investments | History | No change | 695 | 29 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 619 | 26 | 0.02% | 0.02% | 529 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Coastline Trust Co | History | Reduced | 560 | 23 | 0.0% | 0.01% | 530 | -2,000 | -78.13% | Q3 2026 | Oct 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 518 | 21 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 490 | 20 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 481 | 20 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 467 | 19 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 445 | 18 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 446 | 18 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 365 | 15 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 365 | 15 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 331 | 14 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 351 | 14 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 338 | 14 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dogwood Wealth Management LLC | History | No change | 232 | 9 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 173 | 7 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 143 | 6 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIMA LLC | History | No change | 160 | 6 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Front Row Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 122 | 5 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 130 | 5 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 114 | 4 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 100 | 4 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| First PREMIER Bank | History | No change | 93 | 4 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sunrise Financial Services, LLC | History | No change | 115 | 4 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 77 | 3 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Dunhill Financial, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Planning Strategies Inc. | History | No change | 80 | 3 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 50 | 2 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | No change | 55 | 2 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 64 | 2 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SYM FINANCIAL Corp | History | No change | 26 | 1 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 46 | 1 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 26 | 1 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GGM Financial LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crews Bank & Trust | History | No change | 36 | 1 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 29 | 1 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -455 | -100.0% | Q3 2026 | Oct 07, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| MASECO LLP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |