INVESCO EXCHANGE-TRADED FUND TRUST - SPHQ

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026

13D/13G major owners: Ownership tab.

Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.

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Investor	History	Status	Shares held	Market value ($000)	% of portfolio	Previous %	Rank	Change in shares	% change in shares	Source	Date reported
LPL Financial LLC	History	No change	13,784,927	1,242,021	0.28%	0.28%	1	0	0.0%	Q2 2026	Aug 07, 2026
FMR LLC	History	No change	9,352,203	842,633	0.04%	0.04%	2	0	0.0%	Q2 2026	Aug 13, 2026
AMERIPRISE FINANCIAL INC	History	No change	9,120,665	821,917	0.17%	0.17%	3	0	0.0%	Q2 2026	Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	History	No change	7,364,726	663,561	8.72%	8.72%	4	0	0.0%	Q2 2026	Jul 15, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	6,731,769	606,532	0.14%	0.14%	5	0	0.0%	Q2 2026	Sep 23, 2026
WELLS FARGO & COMPANY/MN	History	No change	5,814,302	523,868	0.08%	0.08%	6	0	0.0%	Q2 2026	Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	5,948,776	522,534	0.87%	0.87%	7	0	0.0%	Q2 2026	Jul 15, 2026
MORGAN STANLEY	History	No change	5,727,578	516,054	0.03%	0.03%	8	0	0.0%	Q2 2026	Aug 13, 2026
BANK OF AMERICA CORP /DE/	History	No change	5,003,440	450,809	0.03%	0.03%	9	0	0.0%	Q2 2026	Aug 14, 2026
Heritage Wealth Advisors	History	No change	4,978,794	448,589	15.4%	15.4%	10	0	0.0%	Q2 2026	Aug 14, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	4,476,309	403,315	0.11%	0.11%	11	0	0.0%	Q2 2026	Aug 14, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC	History	No change	3,438,541	309,812	2.32%	2.32%	12	0	0.0%	Q2 2026	Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	2,968,361	257,802	0.1%	0.1%	13	0	0.0%	Q2 2026	Aug 14, 2026
OSAIC HOLDINGS, INC.	History	No change	2,703,877	243,665	0.29%	0.29%	14	0	0.0%	Q2 2026	Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	2,541,105	228,953	0.12%	0.12%	15	0	0.0%	Q2 2026	Aug 12, 2026
ROYAL BANK OF CANADA	History	No change	2,227,357	200,685	0.03%	0.03%	16	0	0.0%	Q2 2026	Aug 14, 2026
Bank of New York Mellon Corp	History	No change	1,971,842	177,662	0.03%	0.03%	17	0	0.0%	Q2 2026	Aug 06, 2026
MML INVESTORS SERVICES, LLC	History	No change	1,968,809	177,389	0.36%	0.36%	18	0	0.0%	Q2 2026	Aug 07, 2026
SFMG, LLC	History	No change	1,710,162	154,085	9.28%	9.28%	19	0	0.0%	Q2 2026	Aug 13, 2026
UBS Group AG	History	No change	1,676,083	151,015	0.02%	0.02%	20	0	0.0%	Q2 2026	Aug 13, 2026
Cetera Investment Advisers	History	No change	1,441,981	129,922	0.12%	0.12%	21	0	0.0%	Q2 2026	Aug 12, 2026
Equitable Holdings, Inc.	History	No change	1,436,900	129,464	0.77%	0.77%	22	0	0.0%	Q2 2026	Aug 17, 2026
NorthCoast Asset Management LLC	History	No change	1,260,240	113,547	2.51%	2.51%	23	0	0.0%	Q2 2026	Aug 12, 2026
First Command Advisory Services, Inc.	History	No change	1,146,360	103,264	0.61%	0.61%	24	0	0.0%	Q2 2026	Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	1,081,551	97,447	0.12%	0.12%	25	0	0.0%	Q2 2026	Jul 29, 2026
STIFEL FINANCIAL CORP	History	No change	1,023,186	92,189	0.08%	0.08%	26	0	0.0%	Q2 2026	Aug 12, 2026
Independence Asset Advisors, LLC	History	No change	982,557	88,528	23.06%	23.06%	27	0	0.0%	Q2 2026	Jul 15, 2026
Alvarez & Marsal Private Wealth Partners, LLC	History	No change	948,378	85,448	11.26%	11.26%	28	0	0.0%	Q2 2026	Aug 14, 2026
Madison Asset Management, LLC	History	No change	936,702	84,396	1.01%	1.01%	29	0	0.0%	Q2 2026	Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	881,712	79,442	0.04%	0.04%	30	0	0.0%	Q2 2026	Aug 07, 2026
JPMORGAN CHASE & CO	History	No change	862,123	76,556	0.0%	0.0%	31	0	0.0%	Q2 2026	Aug 12, 2026
Evensky & Katz LLC	History	No change	765,065	68,932	3.56%	3.56%	32	0	0.0%	Q2 2026	Jul 22, 2026
Compass Ion Advisors, LLC	History	No change	762,357	68,688	5.92%	5.92%	33	0	0.0%	Q2 2026	Aug 12, 2026
Demars Financial Group, LLC	History	No change	733,638	66,100	18.32%	18.32%	34	0	0.0%	Q2 2026	Jul 21, 2026
Paragon Capital Management Ltd	History	No change	698,569	62,941	11.92%	11.92%	35	0	0.0%	Q2 2026	Jul 29, 2026
Rockefeller Capital Management L.P.	History	No change	680,843	61,343	0.09%	0.09%	36	0	0.0%	Q2 2026	Aug 13, 2026
Perennial Investment Advisors, LLC	History	No change	591,843	53,325	3.54%	3.54%	37	0	0.0%	Q2 2026	Aug 14, 2026
Tulsa Wealth Advisors, INC	History	No change	587,150	52,902	7.45%	7.45%	38	0	0.0%	Q2 2026	Aug 06, 2026
Family Investment Center, Inc.	History	No change	535,311	48,231	8.01%	8.01%	39	0	0.0%	Q2 2026	Jul 23, 2026
Milestone Investment Advisors LLC	History	No change	533,994	48,112	10.4%	10.4%	40	0	0.0%	Q2 2026	Aug 14, 2026
Private Advisor Group, LLC	History	No change	494,162	44,524	0.2%	0.2%	41	0	0.0%	Q2 2026	Jul 27, 2026
UNION SAVINGS BANK	History	No change	491,653	44,297	17.8%	17.8%	42	0	0.0%	Q2 2026	Jul 23, 2026
WEALTH MANAGEMENT RESOURCES, INC.	History	No change	478,990	43,157	13.31%	13.31%	43	0	0.0%	Q2 2026	Jul 22, 2026
Baltimore-Washington Financial Advisors, Inc.	History	No change	475,171	42,812	1.6%	1.6%	44	0	0.0%	Q2 2026	Aug 13, 2026
Sequoia Financial Advisors, LLC	History	No change	468,394	42,202	0.21%	0.21%	45	0	0.0%	Q2 2026	Jul 17, 2026
Stratos Wealth Partners, LTD.	History	No change	467,766	42,145	0.42%	0.42%	46	0	0.0%	Q2 2026	Aug 11, 2026
TRUIST FINANCIAL CORP	History	No change	467,672	42,137	0.05%	0.05%	47	0	0.0%	Q2 2026	Jul 28, 2026
Alpine Bank Wealth Management	History	No change	466,176	42,002	5.39%	5.39%	48	0	0.0%	Q2 2026	Aug 07, 2026
SAX WEALTH ADVISORS, LLC	History	No change	542,051	40,756	1.66%	1.66%	49	0	0.0%	Q2 2026	Jul 09, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	436,833	39,359	0.09%	0.09%	50	0	0.0%	Q2 2026	Jul 27, 2026
Baird Financial Group, Inc.	History	No change	425,489	38,336	0.05%	0.05%	51	0	0.0%	Q2 2026	Aug 12, 2026
Wealth Enhancement Trust Services, Inc.	History	No change	422,624	38,078	4.23%	4.23%	52	0	0.0%	Q2 2026	Jul 22, 2026
Kestra Advisory Services, LLC	History	No change	415,333	37,421	0.12%	0.12%	53	0	0.0%	Q2 2026	Jul 28, 2026
Clearview Wealth Management LLC	History	No change	402,989	36,309	23.34%	23.34%	54	0	0.0%	Q2 2026	Jul 13, 2026
Orgel Wealth Management, LLC	History	No change	395,689	35,651	0.68%	0.68%	55	0	0.0%	Q2 2026	Jul 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	387,541	34,918	0.06%	0.06%	56	0	0.0%	Q2 2026	Aug 14, 2026
FIFTH THIRD BANCORP	History	No change	386,618	34,834	0.06%	0.06%	57	0	0.0%	Q2 2026	Aug 05, 2026
Jefferies Financial Group Inc.	History	No change	378,345	34,088	0.22%	0.22%	58	0	0.0%	Q2 2026	Aug 17, 2026
Ballast, Inc.	History	No change	368,869	33,235	6.27%	6.27%	59	0	0.0%	Q2 2026	Jul 10, 2026
Bluespring Wealth Management, LLC	History	No change	367,053	33,071	0.64%	0.64%	60	0	0.0%	Q2 2026	Aug 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	No change	353,193	31,822	0.56%	0.56%	61	0	0.0%	Q2 2026	Jul 23, 2026
PARK AVENUE SECURITIES LLC	History	No change	340,277	30,659	0.19%	0.19%	62	0	0.0%	Q2 2026	Jul 20, 2026
Corient Private Wealth LP	History	No change	325,280	29,307	0.04%	0.04%	63	0	0.0%	Q2 2026	Aug 27, 2026
HighTower Advisors, LLC	History	No change	318,947	28,737	0.03%	0.03%	64	0	0.0%	Q2 2026	Aug 05, 2026
GOLDMAN SACHS GROUP INC	History	No change	312,443	28,151	0.0%	0.0%	65	0	0.0%	Q2 2026	Aug 14, 2026
SUMMIT WEALTH GROUP LLC / CO	History	No change	305,169	27,495	2.28%	2.28%	66	0	0.0%	Q2 2026	Jul 28, 2026
Rollins Financial Advisors, LLC	History	No change	304,049	27,394	3.61%	3.61%	67	0	0.0%	Q2 2026	Aug 04, 2026
Snowden Capital Advisors LLC	History	No change	299,044	26,943	0.64%	0.64%	68	0	0.0%	Q2 2026	Aug 13, 2026
BLAIR WILLIAM & CO/IL	History	No change	284,460	25,629	0.07%	0.07%	69	0	0.0%	Q2 2026	Aug 11, 2026
Cresset Asset Management, LLC	History	No change	273,682	24,658	0.09%	0.09%	70	0	0.0%	Q2 2026	Aug 14, 2026
Mariner, LLC	History	No change	272,735	24,564	0.03%	0.03%	71	0	0.0%	Q2 2026	Aug 13, 2026
SouthState Bank Corp	History	No change	272,332	24,537	1.02%	1.02%	72	0	0.0%	Q2 2026	Aug 06, 2026
Waverly Advisors, LLC	History	No change	269,223	24,257	0.14%	0.14%	73	0	0.0%	Q2 2026	Aug 14, 2026
Redhawk Wealth Advisors, Inc.	History	No change	253,355	22,827	2.25%	2.25%	74	0	0.0%	Q2 2026	Jul 09, 2026
COZAD ASSET MANAGEMENT INC	History	No change	248,671	22,405	1.45%	1.45%	75	0	0.0%	Q2 2026	Aug 14, 2026
Graves Light Lenhart Wealth, Inc.	History	No change	242,025	21,806	2.03%	2.03%	76	0	0.0%	Q2 2026	Jul 07, 2026
Cresta Advisors, Ltd.	History	No change	241,946	21,799	7.82%	7.82%	77	0	0.0%	Q2 2026	Jul 22, 2026
Global Retirement Partners, LLC	History	No change	234,257	21,106	0.32%	0.32%	78	0	0.0%	Q2 2026	Aug 06, 2026
IHT Wealth Management, LLC	History	No change	230,119	20,733	0.44%	0.44%	79	0	0.0%	Q2 2026	Aug 14, 2026
HARBOUR INVESTMENTS, INC.	History	No change	220,483	19,865	0.27%	0.27%	80	0	0.0%	Q2 2026	Aug 12, 2026
SIERRA OCEAN, LLC	History	No change	220,001	19,822	13.72%	13.72%	81	0	0.0%	Q2 2026	Aug 07, 2026
Burns Matteson Capital Management, LLC	History	No change	219,926	19,815	6.2%	6.2%	82	0	0.0%	Q2 2026	Jul 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	218,789	19,712	0.94%	0.94%	83	0	0.0%	Q2 2026	Jul 28, 2026
Focus Financial Network, Inc.	History	No change	217,531	19,599	0.61%	0.61%	84	0	0.0%	Q2 2026	Jul 09, 2026
Crusonia Wealth Advisors LLC	History	No change	208,288	18,766	3.08%	3.08%	85	0	0.0%	Q2 2026	Jul 30, 2026
Davidson Capital Management Inc.	History	No change	205,685	18,532	2.97%	2.97%	86	0	0.0%	Q2 2026	Jul 28, 2026
MOR Wealth Management, LLC	History	No change	205,024	18,472	7.35%	7.35%	87	0	0.0%	Q2 2026	Aug 06, 2026
JNBA Financial Advisors	History	No change	196,648	17,717	1.34%	1.34%	88	0	0.0%	Q2 2026	Jul 23, 2026
Vigilare Wealth Management	History	No change	195,028	17,571	5.39%	5.39%	89	0	0.0%	Q2 2026	Jul 06, 2026
Sound View Wealth Advisors Group, LLC	History	No change	193,846	17,465	1.08%	1.08%	90	0	0.0%	Q2 2026	Aug 11, 2026
EP Wealth Advisors, LLC	History	No change	193,329	17,418	0.07%	0.07%	91	0	0.0%	Q2 2026	Aug 11, 2026
Sterling Group Wealth Management, LLC	History	No change	193,281	17,414	7.14%	7.14%	92	0	0.0%	Q2 2026	Aug 03, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	History	No change	192,698	17,362	2.59%	2.59%	93	0	0.0%	Q2 2026	Jul 20, 2026
NOMURA ASSET MANAGEMENT CO LTD	History	No change	192,500	17,344	0.04%	0.04%	94	0	0.0%	Q2 2026	Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS	History	No change	183,279	16,513	0.01%	0.01%	95	0	0.0%	Q2 2026	Aug 13, 2026
Janney Montgomery Scott LLC	History	No change	181,937	16,393	0.03%	0.03%	96	0	0.0%	Q2 2026	Aug 05, 2026
Kingsview Wealth Management, LLC	History	No change	179,573	16,179	0.2%	0.2%	97	0	0.0%	Q2 2026	Aug 18, 2026
Lido Advisors, LLC	History	No change	179,395	16,163	0.04%	0.04%	98	0	0.0%	Q2 2026	Aug 07, 2026
RFG Advisory, LLC	History	No change	178,931	16,121	0.25%	0.25%	99	0	0.0%	Q2 2026	Jul 15, 2026
Core Wealth Advisors, Inc.	History	No change	174,879	15,756	3.17%	3.17%	100	0	0.0%	Q2 2026	Aug 11, 2026
Quantinno Capital Management LP	History	No change	174,606	15,732	0.02%	0.02%	101	0	0.0%	Q2 2026	Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	173,436	15,626	0.05%	0.05%	102	0	0.0%	Q2 2026	Jul 28, 2026
Cerity Partners LLC	History	No change	170,547	15,366	0.02%	0.02%	103	0	0.0%	Q2 2026	Aug 14, 2026
Sanctuary Advisors, LLC	History	No change	169,479	15,270	0.07%	0.07%	104	0	0.0%	Q2 2026	Aug 13, 2026
TD Capital Management LLC	History	No change	168,722	15,201	1.24%	1.24%	105	0	0.0%	Q2 2026	Aug 06, 2026
Schwallier Wealth Management LLC	History	No change	166,099	14,965	9.45%	9.45%	106	0	0.0%	Q2 2026	Aug 14, 2026
Hoese & Co LLP	History	No change	164,782	14,846	9.64%	9.64%	107	0	0.0%	Q2 2026	Jul 14, 2026
Headland Capital, LLC	History	No change	163,748	14,753	3.64%	3.64%	108	0	0.0%	Q2 2026	Jul 29, 2026
NewEdge Advisors, LLC	History	No change	162,662	14,655	0.04%	0.04%	109	0	0.0%	Q2 2026	Aug 12, 2026
Sage Mountain Advisors LLC	History	No change	160,030	14,418	0.89%	0.89%	110	0	0.0%	Q2 2026	Aug 05, 2026
Symphony Financial, Ltd. Co.	History	No change	153,926	13,671	1.5%	1.5%	111	0	0.0%	Q2 2026	Aug 03, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	History	No change	151,133	13,617	4.8%	4.8%	112	0	0.0%	Q2 2026	Jul 30, 2026
Cornerstone Wealth Management, LLC	History	No change	148,333	13,364	0.57%	0.57%	113	0	0.0%	Q2 2026	Jul 22, 2026
Farther Finance Advisors, LLC	History	No change	148,265	13,358	0.1%	0.1%	114	0	0.0%	Q2 2026	Jul 17, 2026
Cedar Mountain Advisors, LLC	History	No change	141,770	12,773	2.2%	2.2%	115	0	0.0%	Q2 2026	Jul 02, 2026
Strategies Wealth Advisors, LLC	History	No change	141,035	12,707	1.14%	1.14%	116	0	0.0%	Q2 2026	Aug 14, 2026
Lynx Investment Advisory	History	No change	140,854	12,690	4.16%	4.16%	117	0	0.0%	Q2 2026	Jul 27, 2026
Focus Partners Advisor Solutions, LLC	History	No change	139,571	12,575	0.11%	0.11%	118	0	0.0%	Q2 2026	Aug 06, 2026
Park Edge Advisors, LLC	History	No change	139,544	12,572	2.65%	2.65%	119	0	0.0%	Q2 2026	Jul 10, 2026
Ruggaard & Associates LLC	History	No change	138,254	12,456	4.47%	4.47%	120	0	0.0%	Q2 2026	Aug 17, 2026
Essex Financial Services, Inc.	History	No change	136,617	12,309	0.61%	0.61%	121	0	0.0%	Q2 2026	Aug 10, 2026
Integrity Investment Advisors, LLC	History	No change	135,497	12,208	5.31%	5.31%	122	0	0.0%	Q2 2026	Jul 21, 2026
Owl Creek Wealth Partners LLC	History	No change	129,537	11,671	3.41%	3.41%	123	0	0.0%	Q2 2026	Jul 20, 2026
Concord Wealth Partners	History	No change	127,686	11,504	1.32%	1.32%	124	0	0.0%	Q2 2026	Jul 27, 2026
Certified Advisory Corp	History	No change	124,635	11,229	0.91%	0.91%	125	0	0.0%	Q2 2026	Jul 16, 2026
Geneos Wealth Management Inc.	History	No change	124,020	11,174	0.23%	0.23%	126	0	0.0%	Q2 2026	Aug 06, 2026
Creative Planning	History	No change	123,801	11,154	0.01%	0.01%	127	0	0.0%	Q2 2026	Aug 13, 2026
Serenus Wealth Advisors, LLC	History	No change	123,461	11,123	1.94%	1.94%	128	0	0.0%	Q2 2026	Aug 05, 2026
VAQUERO PRIVATE WEALTH, LTD	History	No change	123,228	11,102	2.28%	2.28%	129	0	0.0%	Q2 2026	Jul 17, 2026
Compass Financial Group, Inc. (Ohio)	History	No change	122,757	11,060	7.39%	7.39%	130	0	0.0%	Q2 2026	Aug 12, 2026
CITIGROUP INC	History	No change	122,355	11,024	0.0%	0.0%	131	0	0.0%	Q2 2026	Aug 03, 2026
Focus Partners Wealth	History	No change	122,228	11,012	0.01%	0.01%	132	0	0.0%	Q2 2026	Aug 12, 2026
Santori & Peters, Inc.	History	No change	121,746	10,969	3.09%	3.09%	133	0	0.0%	Q2 2026	Jul 24, 2026
Stonebridge Financial Planning Group, LLC	History	No change	119,757	10,790	3.44%	3.44%	134	0	0.0%	Q2 2026	Jul 31, 2026
Legacy Private Trust Co.	History	No change	118,348	10,663	0.59%	0.59%	135	0	0.0%	Q2 2026	Jul 21, 2026
Concurrent Investment Advisors, LLC	History	No change	117,960	10,628	0.09%	0.09%	136	0	0.0%	Q2 2026	Jul 27, 2026
Artesa Financial Group, LLC	History	No change	117,849	10,618	9.07%	9.07%	137	0	0.0%	Q2 2026	Jul 27, 2026
WCG Wealth Advisors LLC	History	No change	117,320	10,570	0.25%	0.25%	138	0	0.0%	Q2 2026	Aug 14, 2026
Elevation Capital Advisory, LLC	History	No change	117,218	10,561	4.08%	4.08%	139	0	0.0%	Q2 2026	Jul 27, 2026
Orion Porfolio Solutions, LLC	History	No change	117,000	10,541	0.08%	0.08%	140	0	0.0%	Q2 2026	Aug 14, 2026
VESTOR CAPITAL, LLC	History	No change	56,204	10,411	0.65%	0.65%	141	0	0.0%	Q2 2026	Jul 28, 2026
Invesco Ltd.	History	No change	115,158	10,375	0.0%	0.0%	142	0	0.0%	Q2 2026	Aug 14, 2026
Allworth Financial LP	History	No change	114,389	10,306	0.04%	0.04%	143	0	0.0%	Q2 2026	Aug 11, 2026
Convergence Financial, LLC	History	No change	112,754	10,159	0.81%	0.81%	144	0	0.0%	Q2 2026	Aug 05, 2026
NewEdge Wealth, LLC	History	No change	110,363	9,943	0.1%	0.1%	145	0	0.0%	Q2 2026	Aug 10, 2026
Family Capital Management, Inc.	History	No change	110,110	9,920	3.85%	3.85%	146	0	0.0%	Q2 2026	Jul 31, 2026
MAI Capital Management	History	No change	108,151	9,744	0.04%	0.04%	147	0	0.0%	Q2 2026	Aug 14, 2026
Endowment Wealth Management, Inc.	History	No change	106,985	9,639	3.73%	3.73%	148	0	0.0%	Q2 2026	Aug 05, 2026
Trilogy Capital Inc.	History	No change	106,343	9,581	0.37%	0.37%	149	0	0.0%	Q2 2026	Jul 02, 2026
NorthRock Partners, LLC	History	No change	105,475	9,503	0.14%	0.14%	150	0	0.0%	Q2 2026	Aug 11, 2026
Merit Financial Group, LLC	History	No change	103,903	9,361	0.06%	0.06%	151	0	0.0%	Q2 2026	Jul 20, 2026
Flagship Private Wealth, LLC	History	No change	103,895	9,360	3.31%	3.31%	152	0	0.0%	Q2 2026	Aug 04, 2026
NATIXIS ADVISORS, LLC	History	No change	102,407	9,226	0.01%	0.01%	153	0	0.0%	Q2 2026	Aug 14, 2026
Eagle Strategies LLC	History	No change	101,803	9,172	0.91%	0.91%	154	0	0.0%	Q2 2026	Jul 21, 2026
Wealthspire Retirement, LLC	History	No change	100,898	9,090	0.5%	0.5%	155	0	0.0%	Q2 2026	Aug 12, 2026
Beacon Pointe Advisors, LLC	History	No change	100,627	9,066	0.04%	0.04%	156	0	0.0%	Q2 2026	Aug 18, 2026
IFG Advisory, LLC	History	No change	100,537	9,058	0.32%	0.32%	157	0	0.0%	Q2 2026	Aug 13, 2026
Asset Allocation Strategies LLC	History	No change	100,441	9,049	1.39%	1.39%	158	0	0.0%	Q2 2026	Aug 17, 2026
Henshaw Capital LLC	History	No change	100,000	9,010	0.29%	0.29%	159	0	0.0%	Q2 2026	Aug 12, 2026
Cedar Wealth Management, LLC	History	No change	99,671	8,980	2.31%	2.31%	160	0	0.0%	Q2 2026	Aug 12, 2026
Integrated Wealth Concepts LLC	History	No change	99,066	8,925	0.06%	0.06%	161	0	0.0%	Q2 2026	Sep 08, 2026
FIDELITY D & D BANCORP INC	History	No change	99,028	8,922	3.06%	3.06%	162	0	0.0%	Q2 2026	Aug 05, 2026
WIN ADVISORS, INC	History	No change	97,860	8,817	3.14%	3.14%	163	0	0.0%	Q2 2026	Aug 04, 2026
Performa Ltd (US), LLC	History	No change	96,887	8,729	1.41%	1.41%	164	0	0.0%	Q2 2026	Aug 03, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC	History	No change	95,868	8,637	0.41%	0.41%	165	0	0.0%	Q2 2026	Aug 11, 2026
Qube Research & Technologies Ltd	History	No change	95,215	8,578	0.01%	0.01%	166	0	0.0%	Q2 2026	Aug 14, 2026
GLR Partners, LLC	History	No change	94,636	8,526	3.97%	3.97%	167	0	0.0%	Q2 2026	Jul 27, 2026
Dynamic Wealth Strategies, LLC	History	No change	93,951	8,464	4.51%	4.51%	168	0	0.0%	Q2 2026	Jul 23, 2026
Cadent Capital Advisors, LLC	History	No change	93,062	8,384	1.73%	1.73%	169	0	0.0%	Q2 2026	Jul 13, 2026
Envestnet Portfolio Solutions, Inc.	History	No change	92,978	8,377	0.04%	0.04%	170	0	0.0%	Q2 2026	Sep 23, 2026
TSFG, LLC	History	No change	91,991	8,288	1.04%	1.04%	171	0	0.0%	Q2 2026	Jul 23, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	90,294	8,135	0.01%	0.01%	172	0	0.0%	Q2 2026	Aug 13, 2026
MGO ONE SEVEN LLC	History	No change	88,376	7,962	0.13%	0.13%	173	0	0.0%	Q2 2026	Jul 31, 2026
Jordan Park Group LLC	History	No change	87,114	7,848	0.4%	0.4%	174	0	0.0%	Q2 2026	Aug 11, 2026
Northwest Financial Advisors	History	No change	86,604	7,803	1.04%	1.04%	175	0	0.0%	Q2 2026	Jul 27, 2026
Sigma Planning Corp	History	No change	86,420	7,786	0.2%	0.2%	176	0	0.0%	Q2 2026	Aug 07, 2026
Financial Management, Inc.	History	No change	86,291	7,774	6.37%	6.37%	177	0	0.0%	Q2 2026	Aug 12, 2026
Savvy Advisors, Inc.	History	No change	86,064	7,754	0.16%	0.16%	178	0	0.0%	Q2 2026	Aug 03, 2026
Beaumont Asset Management, L.L.C.	History	No change	84,339	7,598	2.95%	2.95%	179	0	0.0%	Q2 2026	Jul 22, 2026
Well Done, LLC	History	No change	83,944	7,563	1.02%	1.02%	180	0	0.0%	Q2 2026	Jul 24, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	No change	83,728	7,543	0.28%	0.28%	181	0	0.0%	Q2 2026	Jul 21, 2026
MONEY CONCEPTS CAPITAL CORP	History	No change	82,582	7,440	0.34%	0.34%	182	0	0.0%	Q2 2026	Aug 04, 2026
KPP Advisory Services LLC	History	No change	79,574	7,169	0.91%	0.91%	183	0	0.0%	Q2 2026	Jul 24, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	No change	78,777	7,097	0.08%	0.08%	184	0	0.0%	Q2 2026	Jul 28, 2026
Ausdal Financial Partners, Inc.	History	No change	78,547	7,077	0.28%	0.28%	185	0	0.0%	Q2 2026	Aug 14, 2026
Wingate Wealth Advisors, Inc.	History	No change	78,339	7,058	3.11%	3.11%	186	0	0.0%	Q2 2026	Jul 29, 2026
Landing Point Financial Group, LLC	History	No change	78,257	7,050	2.4%	2.4%	187	0	0.0%	Q2 2026	Aug 06, 2026
Weaver Consulting Group	History	No change	78,105	7,037	1.44%	1.44%	188	0	0.0%	Q2 2026	Jul 29, 2026
United Community Bank	History	No change	76,985	6,936	2.14%	2.14%	189	0	0.0%	Q2 2026	Aug 13, 2026
Ameritas Advisory Services, LLC	History	No change	76,179	6,863	0.14%	0.14%	190	0	0.0%	Q2 2026	Aug 14, 2026
Berkeley, Inc	History	No change	75,790	6,828	2.14%	2.14%	191	0	0.0%	Q2 2026	Jul 24, 2026
OakTrust Wealth Advisors, LLC	History	No change	73,854	6,654	5.73%	5.73%	192	0	0.0%	Q2 2026	Aug 06, 2026
Nikulski Financial, Inc.	History	No change	73,792	6,648	1.43%	1.43%	193	0	0.0%	Q2 2026	Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	70,437	6,346	0.0%	0.0%	194	0	0.0%	Q2 2026	Aug 14, 2026
Fiduciary Alliance LLC	History	No change	70,064	6,312	0.43%	0.43%	195	0	0.0%	Q2 2026	Jul 20, 2026
Indivisible Partners	History	No change	69,889	6,296	0.36%	0.36%	196	0	0.0%	Q2 2026	Aug 04, 2026
PACIFIC FINANCIAL GROUP INC	History	No change	69,457	6,258	3.0%	3.0%	197	0	0.0%	Q2 2026	Aug 13, 2026
Lionshead Wealth Management, LLC	History	No change	69,332	6,246	4.06%	4.06%	198	0	0.0%	Q2 2026	Jul 28, 2026
Onyx Bridge Wealth Group LLC	History	No change	69,212	6,235	0.56%	0.56%	199	0	0.0%	Q2 2026	Jul 23, 2026
Western Wealth Management, LLC	History	No change	68,884	6,206	0.2%	0.2%	200	0	0.0%	Q2 2026	Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	No change	68,140	6,139	0.23%	0.23%	201	0	0.0%	Q2 2026	Jul 22, 2026
Balanced Rock Investment Advisors LLC	History	No change	67,413	6,073	3.79%	3.79%	202	0	0.0%	Q2 2026	Aug 14, 2026
Summit Financial, LLC	History	No change	67,122	6,047	0.07%	0.07%	203	0	0.0%	Q2 2026	Aug 12, 2026
INTEGRITY ALLIANCE, LLC.	History	No change	67,048	6,041	0.19%	0.19%	204	0	0.0%	Q2 2026	Jul 31, 2026
Vise Technologies, Inc.	History	No change	65,806	5,929	0.07%	0.07%	205	0	0.0%	Q2 2026	Aug 10, 2026
Bellars Harris Wealth Management, LLC	History	No change	65,085	5,864	1.19%	1.19%	206	0	0.0%	Q2 2026	Aug 06, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD	History	No change	63,686	5,738	0.76%	0.76%	207	0	0.0%	Q2 2026	Jul 24, 2026
Provenance Wealth Advisors, LLC	History	No change	63,568	5,727	0.55%	0.55%	208	0	0.0%	Q2 2026	Jul 24, 2026
Per Stirling Capital Management, LLC.	History	No change	63,065	5,682	0.54%	0.54%	209	0	0.0%	Q2 2026	Aug 14, 2026
JHP Wealth Management, LLC	History	No change	63,045	5,680	4.65%	4.65%	210	0	0.0%	Q2 2026	Jul 30, 2026
Parallel Advisors, LLC	History	No change	62,463	5,627	0.09%	0.09%	211	0	0.0%	Q2 2026	Aug 05, 2026
Providence First Trust Co	History	No change	62,403	5,622	1.57%	1.57%	212	0	0.0%	Q2 2026	Jul 27, 2026
High Net Worth Advisory Group LLC	History	No change	61,134	5,508	1.17%	1.17%	213	0	0.0%	Q2 2026	Jul 29, 2026
MONTAG A & ASSOCIATES INC	History	No change	60,299	5,432	0.23%	0.23%	214	0	0.0%	Q2 2026	Aug 05, 2026
SILVER OAK SECURITIES, INCORPORATED	History	No change	58,497	5,270	0.32%	0.32%	215	0	0.0%	Q2 2026	Aug 07, 2026
Avior Wealth Management, LLC	History	No change	57,991	5,224	0.14%	0.14%	216	0	0.0%	Q2 2026	Jul 07, 2026
QRG CAPITAL MANAGEMENT, INC.	History	No change	57,986	5,224	0.04%	0.04%	217	0	0.0%	Q2 2026	Sep 23, 2026
Clear Creek Financial Management, LLC	History	No change	57,701	5,198	0.33%	0.33%	218	0	0.0%	Q2 2026	Jul 27, 2026
IAG Wealth Partners, LLC	History	No change	57,066	5,141	0.51%	0.51%	219	0	0.0%	Q2 2026	Aug 06, 2026
Prota Financial, LLC	History	No change	57,724	5,136	3.38%	3.38%	220	0	0.0%	Q2 2026	Jul 07, 2026
Rothschild Wealth LLC	History	No change	56,857	5,122	0.41%	0.41%	221	0	0.0%	Q2 2026	Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	56,841	5,121	0.02%	0.02%	222	0	0.0%	Q2 2026	Aug 12, 2026
World Investment Advisors	History	No change	60,747	5,107	0.08%	0.08%	223	0	0.0%	Q2 2026	Aug 13, 2026
Kroeger Financial Partners	History	No change	54,984	4,954	4.79%	4.79%	224	0	0.0%	Q2 2026	Jul 27, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	54,660	4,924	0.01%	0.01%	225	0	0.0%	Q2 2026	Aug 19, 2026
IFP Advisors, Inc	History	No change	54,424	4,903	0.09%	0.09%	226	0	0.0%	Q2 2026	Jul 20, 2026
Capital Advisors, Ltd. LLC	History	No change	52,980	4,774	0.48%	0.48%	227	0	0.0%	Q2 2026	Jul 16, 2026
Tidemark, LLC	History	No change	52,630	4,741	1.07%	1.07%	228	0	0.0%	Q2 2026	Aug 10, 2026
Fortune Financial Group, Inc.	History	No change	52,427	4,723	3.7%	3.7%	229	0	0.0%	Q2 2026	Jul 24, 2026
Cerro Pacific Wealth Advisors LLC	History	No change	51,921	4,678	1.06%	1.06%	230	0	0.0%	Q2 2026	Jul 15, 2026
WBH ADVISORY INC	History	No change	51,841	4,670	0.31%	0.31%	231	0	0.0%	Q2 2026	Aug 05, 2026
J.W. COLE ADVISORS, INC.	History	No change	51,291	4,621	0.08%	0.08%	232	0	0.0%	Q2 2026	Jul 21, 2026
Dynamic Advisor Solutions LLC	History	No change	50,643	4,562	0.13%	0.13%	233	0	0.0%	Q2 2026	Jul 07, 2026
Topor & Co. Korea	History	No change	49,918	4,497	3.55%	3.55%	234	0	0.0%	Q2 2026	Jul 08, 2026
Prospera Financial Services Inc	History	No change	49,482	4,458	0.06%	0.06%	235	0	0.0%	Q2 2026	Jul 15, 2026
WETZEL INVESTMENT ADVISORS, INC.	History	No change	49,439	4,454	1.54%	1.54%	236	0	0.0%	Q2 2026	Jul 23, 2026
Collier Financial	History	No change	49,390	4,450	3.04%	3.04%	237	0	0.0%	Q2 2026	Jul 30, 2026
XY Planning Network, Inc.	History	No change	48,694	4,387	0.55%	0.55%	238	0	0.0%	Q2 2026	Jul 14, 2026
PRIVATE TRUST CO NA	History	No change	48,522	4,371	0.35%	0.35%	239	0	0.0%	Q2 2026	Jul 28, 2026
Verum Partners LLC	History	No change	48,283	4,350	0.65%	0.65%	240	0	0.0%	Q2 2026	Jul 22, 2026
LMCG INVESTMENTS, LLC	History	No change	47,414	4,272	0.23%	0.23%	241	0	0.0%	Q2 2026	Jul 22, 2026
UPTICK PARTNERS, LLC	History	No change	47,068	4,240	0.66%	0.66%	242	0	0.0%	Q2 2026	Aug 10, 2026
BNB Wealth Management, LLC	History	No change	46,035	4,147	2.27%	2.27%	243	0	0.0%	Q2 2026	Aug 12, 2026
OneAscent Wealth Management LLC	History	No change	45,246	4,076	1.21%	1.21%	244	0	0.0%	Q2 2026	Aug 11, 2026
PRINCIPAL SECURITIES, INC.	History	No change	43,852	3,951	0.05%	0.05%	245	0	0.0%	Q2 2026	Aug 04, 2026
RASP WEALTH SOLUTIONS, LLC	History	No change	43,302	3,901	1.3%	1.3%	246	0	0.0%	Q2 2026	Aug 11, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	No change	42,572	3,835	0.06%	0.06%	247	0	0.0%	Q2 2026	Aug 10, 2026
Gotham Asset Management, LLC	History	No change	42,473	3,826	0.01%	0.01%	248	0	0.0%	Q2 2026	Aug 14, 2026
TAGStone Capital, Inc.	History	No change	41,572	3,745	1.19%	1.19%	249	0	0.0%	Q2 2026	Aug 11, 2026
TUDOR INVESTMENT CORP ET AL	History	No change	40,797	3,675	0.01%	0.01%	250	0	0.0%	Q2 2026	Aug 14, 2026
HUB Investment Partners, LLC	History	No change	39,795	3,585	0.06%	0.06%	251	0	0.0%	Q2 2026	Jul 31, 2026
Legacy Financial Advisors, Inc.	History	No change	39,692	3,576	0.44%	0.44%	252	0	0.0%	Q2 2026	Aug 05, 2026
Wisconsin Wealth Advisors, LLC	History	No change	38,275	3,448	2.95%	2.95%	253	0	0.0%	Q2 2026	Jul 07, 2026
Generation Capital Management LLC	History	No change	38,243	3,445	2.11%	2.11%	254	0	0.0%	Q2 2026	Aug 13, 2026
CreativeOne Wealth, LLC	History	No change	38,021	3,425	0.07%	0.07%	255	0	0.0%	Q2 2026	Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	37,877	3,412	0.0%	0.0%	256	0	0.0%	Q2 2026	Aug 14, 2026
NORTHERN TRUST CORP	History	No change	37,626	3,390	0.0%	0.0%	257	0	0.0%	Q2 2026	Aug 13, 2026
Regal Investment Advisors LLC	History	No change	37,173	3,349	0.17%	0.17%	258	0	0.0%	Q2 2026	Aug 14, 2026
BURNS J W & CO INC/NY	History	No change	36,808	3,316	0.35%	0.35%	259	0	0.0%	Q2 2026	Jul 15, 2026
GC Wealth Management RIA, LLC	History	No change	36,786	3,314	0.19%	0.19%	260	0	0.0%	Q2 2026	Jul 16, 2026
Steward Partners Investment Advisory, LLC	History	No change	36,690	3,305	0.02%	0.02%	261	0	0.0%	Q2 2026	Aug 13, 2026
Steelhead Wealth Management LLC	History	No change	36,571	3,295	1.33%	1.33%	262	0	0.0%	Q2 2026	Aug 13, 2026
Trinity Wealth Management, LLC	History	No change	35,770	3,222	1.02%	1.02%	263	0	0.0%	Q2 2026	Jul 07, 2026
BlackRock, Inc.	History	No change	35,768	3,222	0.0%	0.0%	264	0	0.0%	Q2 2026	Aug 07, 2026
HighPoint Advisor Group LLC	History	No change	35,397	3,189	0.11%	0.11%	265	0	0.0%	Q2 2026	Aug 05, 2026
Platform Technology Partners	History	No change	34,949	3,148	0.52%	0.52%	266	0	0.0%	Q2 2026	Jul 24, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	34,675	3,123	0.0%	0.0%	267	0	0.0%	Q2 2026	Aug 10, 2026
Astoria Portfolio Advisors LLC.	History	No change	34,654	3,122	0.53%	0.53%	268	0	0.0%	Q2 2026	Jul 28, 2026
Visionary Wealth Advisors	History	No change	34,537	3,111	0.12%	0.12%	269	0	0.0%	Q2 2026	Aug 13, 2026
Kentucky Trust Co	History	No change	34,100	3,072	1.48%	1.48%	270	0	0.0%	Q2 2026	Jul 10, 2026
Centerpoint Advisory Group	History	No change	33,731	3,039	1.93%	1.93%	271	0	0.0%	Q2 2026	Jul 29, 2026
D.A. DAVIDSON & CO.	History	No change	33,678	3,034	0.02%	0.02%	272	0	0.0%	Q2 2026	Jul 24, 2026
MONECO ADVISORS, LLC	History	No change	33,318	3,001	0.18%	0.18%	273	0	0.0%	Q2 2026	Aug 11, 2026
Financial Engines Advisors L.L.C.	History	No change	32,470	2,925	0.01%	0.01%	274	0	0.0%	Q2 2026	Aug 14, 2026
PERSPECTIVE WEALTH ADVISORS LLC	History	No change	32,257	2,906	1.6%	1.6%	275	0	0.0%	Q2 2026	Aug 13, 2026
Synergy Investment Management, LLC	History	No change	32,210	2,902	0.7%	0.7%	276	0	0.0%	Q2 2026	Aug 14, 2026
FSA WEALTH PARTNERS, INC.	History	No change	32,064	2,888	0.72%	0.72%	277	0	0.0%	Q2 2026	Aug 03, 2026
Intrua Financial, LLC	History	No change	31,896	2,873	0.26%	0.26%	278	0	0.0%	Q2 2026	Jul 24, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	History	No change	31,166	2,808	0.33%	0.33%	279	0	0.0%	Q2 2026	Aug 14, 2026
Bell Bank	History	No change	30,216	2,722	0.1%	0.1%	280	0	0.0%	Q2 2026	Jul 15, 2026
&PARTNERS	History	No change	30,009	2,703	0.01%	0.01%	281	0	0.0%	Q2 2026	Aug 14, 2026
Kovack Advisors, Inc.	History	No change	30,169	2,699	0.13%	0.13%	282	0	0.0%	Q2 2026	Jul 28, 2026
MATHER GROUP, LLC.	History	No change	29,914	2,695	0.02%	0.02%	283	0	0.0%	Q2 2026	Jul 27, 2026
PARSONS CAPITAL MANAGEMENT INC/RI	History	No change	29,775	2,682	0.12%	0.12%	284	0	0.0%	Q2 2026	Jul 24, 2026
Wealthcare Advisory Partners LLC	History	No change	29,714	2,677	0.05%	0.05%	285	0	0.0%	Q2 2026	Jul 09, 2026
RVW Wealth, LLC	History	No change	29,600	2,666	0.18%	0.18%	286	0	0.0%	Q2 2026	Jul 07, 2026
Pinnacle Financial Partners, Inc.	History	No change	29,145	2,625	0.02%	0.02%	287	0	0.0%	Q2 2026	Aug 14, 2026
GHP Investment Advisors, Inc.	History	No change	28,965	2,609	0.1%	0.1%	288	0	0.0%	Q2 2026	Jul 17, 2026
MTM FINANCIAL GROUP, LLC	History	No change	28,669	2,583	1.11%	1.11%	289	0	0.0%	Q2 2026	Jul 27, 2026
AE Wealth Management LLC	History	No change	28,231	2,543	0.01%	0.01%	290	0	0.0%	Q2 2026	Aug 03, 2026
Glass Jacobson Investment Advisors llc	History	No change	28,037	2,526	0.79%	0.79%	291	0	0.0%	Q2 2026	Jul 30, 2026
Resurgent Financial Advisors LLC	History	No change	27,964	2,519	0.7%	0.7%	292	0	0.0%	Q2 2026	Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC	History	No change	27,916	2,515	0.26%	0.26%	293	0	0.0%	Q2 2026	Jul 16, 2026
Meridian Financial Advisors, LLC	History	No change	27,589	2,485	1.19%	1.19%	294	0	0.0%	Q2 2026	Jul 22, 2026
Crestwood Advisors Group, LLC	History	No change	27,424	2,470	0.04%	0.04%	295	0	0.0%	Q2 2026	Aug 03, 2026
Fortis Group Advisors, LLC	History	No change	27,323	2,461	0.39%	0.39%	296	0	0.0%	Q2 2026	Jul 24, 2026
Invst, LLC	History	No change	27,155	2,446	0.24%	0.24%	297	0	0.0%	Q2 2026	Aug 14, 2026
Tempus Wealth Planning, LLC	History	No change	26,852	2,419	0.47%	0.47%	298	0	0.0%	Q2 2026	Jul 22, 2026
Mayfair Advisory Group, LLC	History	No change	28,378	2,406	0.73%	0.73%	299	0	0.0%	Q2 2026	Aug 11, 2026
Fragasso Financial Advisors Inc	History	No change	26,601	2,396	0.13%	0.13%	300	0	0.0%	Q2 2026	Jul 09, 2026
TD Waterhouse Canada Inc.	History	No change	26,744	2,381	0.01%	0.01%	301	0	0.0%	Q2 2026	Jul 27, 2026
Atria Investments, Inc	History	No change	26,321	2,371	0.02%	0.02%	302	0	0.0%	Q2 2026	Jul 28, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	History	No change	26,298	2,369	0.24%	0.24%	303	0	0.0%	Q2 2026	Aug 13, 2026
Silicon Valley Capital Partners	History	No change	26,254	2,365	0.19%	0.19%	304	0	0.0%	Q2 2026	Sep 21, 2026
DENVER WEALTH MANAGEMENT, INC.	History	No change	26,203	2,360	0.68%	0.68%	305	0	0.0%	Q2 2026	Aug 07, 2026
AssuredPartners Investment Advisors, LLC	History	No change	25,564	2,303	0.22%	0.22%	306	0	0.0%	Q2 2026	Aug 10, 2026
HF Advisory Group, LLC	History	No change	25,543	2,301	0.71%	0.71%	307	0	0.0%	Q2 2026	Jul 08, 2026
NICOLET BANKSHARES INC	History	No change	25,755	2,290	0.07%	0.07%	308	0	0.0%	Q2 2026	Aug 11, 2026
Capital Analysts, LLC	History	No change	25,112	2,263	0.05%	0.05%	309	0	0.0%	Q2 2026	Aug 05, 2026
Delta Wealth Advisors LLC	History	No change	24,745	2,229	1.59%	1.59%	310	0	0.0%	Q2 2026	Jul 14, 2026
Hartford Financial Management Inc.	History	No change	24,602	2,216	0.49%	0.49%	311	0	0.0%	Q2 2026	Jul 23, 2026
Institute for Wealth Management, LLC.	History	No change	24,554	2,212	0.2%	0.2%	312	0	0.0%	Q2 2026	Jul 28, 2026
Bath Savings Trust Co	History	No change	24,088	2,170	0.22%	0.22%	313	0	0.0%	Q2 2026	Jul 09, 2026
GeoWealth Management, LLC	History	No change	24,055	2,167	0.07%	0.07%	314	0	0.0%	Q2 2026	Jul 30, 2026
Riggs Asset Managment Co. Inc.	History	No change	23,980	2,160	0.39%	0.39%	315	0	0.0%	Q2 2026	Jul 29, 2026
WEST MICHIGAN ADVISORS, LLC	History	No change	23,865	2,150	0.41%	0.41%	316	0	0.0%	Q2 2026	Aug 21, 2026
Hershey Financial Advisers, LLC	History	No change	23,744	2,139	1.54%	1.54%	317	0	0.0%	Q2 2026	Aug 11, 2026
POTENTIA WEALTH	History	No change	23,744	2,139	0.88%	0.88%	318	0	0.0%	Q2 2026	Aug 13, 2026
BANK OF MONTREAL /CAN/	History	No change	23,395	2,107	0.0%	0.0%	319	0	0.0%	Q2 2026	Aug 12, 2026
Disciplined Investors, L.L.C.	History	No change	23,190	2,089	1.04%	1.04%	320	0	0.0%	Q2 2026	Aug 11, 2026
MEMBERS WEALTH LLC	History	No change	22,976	2,070	1.13%	1.13%	321	0	0.0%	Q2 2026	Jul 09, 2026
Sage Investment Counsel LLC	History	No change	22,745	2,049	2.05%	2.05%	322	0	0.0%	Q2 2026	Jul 22, 2026
ERn Financial, LLC	History	No change	22,598	2,036	0.34%	0.34%	323	0	0.0%	Q2 2026	Jul 23, 2026
JANE STREET GROUP, LLC	History	No change	22,483	2,025	0.0%	0.0%	324	0	0.0%	Q2 2026	Aug 14, 2026
HHM Wealth Advisors, LLC	History	No change	22,476	2,025	0.2%	0.2%	325	0	0.0%	Q2 2026	Jul 13, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	History	No change	22,097	1,990	0.15%	0.15%	326	0	0.0%	Q2 2026	Aug 12, 2026
HM PAYSON & CO	History	No change	22,079	1,989	0.03%	0.03%	327	0	0.0%	Q2 2026	Jul 17, 2026
Advisory Solutions Group, LLC	History	No change	22,086	1,989	0.67%	0.67%	328	0	0.0%	Q2 2026	Jul 29, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	No change	21,827	1,966	0.02%	0.02%	329	0	0.0%	Q2 2026	Aug 07, 2026
Chicago Partners Investment Group LLC	History	No change	23,118	1,966	0.04%	0.04%	330	0	0.0%	Q2 2026	Jul 29, 2026
KANE INVESTMENT MANAGEMENT, INC.	History	No change	21,467	1,934	0.82%	0.82%	331	0	0.0%	Q2 2026	Aug 14, 2026
Total Clarity Wealth Management, Inc.	History	No change	21,296	1,918	0.37%	0.37%	332	0	0.0%	Q2 2026	Jul 23, 2026
Bawa N Mallick Trust	History	No change	21,070	1,898	0.61%	0.61%	333	0	0.0%	Q2 2026	Aug 14, 2026
DAVENPORT & Co LLC	History	No change	21,059	1,897	0.01%	0.01%	334	0	0.0%	Q2 2026	Jul 13, 2026
Horizon Family Wealth, Inc.	History	No change	21,043	1,895	0.86%	0.86%	335	0	0.0%	Q2 2026	Aug 11, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC	History	No change	20,977	1,890	0.47%	0.47%	336	0	0.0%	Q2 2026	Jul 24, 2026
Sherman Wealth Management LLC	History	No change	20,975	1,889	1.42%	1.42%	337	0	0.0%	Q2 2026	Jul 09, 2026
BCS Wealth Management	History	No change	20,748	1,869	0.34%	0.34%	338	0	0.0%	Q2 2026	Jul 16, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	No change	20,580	1,854	0.05%	0.05%	339	0	0.0%	Q2 2026	Aug 10, 2026
Diversify Advisory Services, LLC	History	No change	21,616	1,838	0.03%	0.03%	340	0	0.0%	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	No change	21,616	1,838	0.03%	0.03%	341	0	0.0%	Q2 2026	Jul 29, 2026
Sagace Wealth Management LLC	History	No change	20,291	1,828	1.15%	1.15%	342	0	0.0%	Q2 2026	Aug 03, 2026
Larson Financial Group LLC	History	No change	19,896	1,792	0.05%	0.05%	343	0	0.0%	Q2 2026	Aug 14, 2026
Stratos Wealth Advisors, LLC	History	No change	19,788	1,782	0.1%	0.1%	344	0	0.0%	Q2 2026	Aug 11, 2026
Smartleaf Asset Management LLC	History	No change	20,050	1,780	0.06%	0.06%	345	0	0.0%	Q2 2026	Aug 12, 2026
Integrity Financial Corp /WA	History	No change	19,707	1,775	0.85%	0.85%	346	0	0.0%	Q2 2026	Jul 31, 2026
Bauman Advisory Group, LLC	History	No change	19,680	1,773	0.94%	0.94%	347	0	0.0%	Q2 2026	Aug 04, 2026
Investors Research Corp	History	No change	19,403	1,748	0.31%	0.31%	348	0	0.0%	Q2 2026	Jul 10, 2026
WEDBUSH SECURITIES INC	History	No change	19,361	1,744	0.04%	0.04%	349	0	0.0%	Q2 2026	Jul 28, 2026
Intelligence Driven Advisers, LLC	History	No change	19,260	1,735	0.28%	0.28%	350	0	0.0%	Q2 2026	Aug 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	No change	18,787	1,692	0.02%	0.02%	351	0	0.0%	Q2 2026	Jul 14, 2026
Quadrature Capital Ltd	History	No change	18,723	1,686	0.01%	0.01%	352	0	0.0%	Q2 2026	Aug 06, 2026
NorthCrest Asset Manangement, LLC	History	No change	19,047	1,671	0.04%	0.04%	353	0	0.0%	Q2 2026	Jul 15, 2026
Vermillion & White Wealth Management Group, LLC	History	No change	18,268	1,645	0.83%	0.83%	354	0	0.0%	Q2 2026	Aug 18, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC	History	No change	18,208	1,640	0.01%	0.01%	355	0	0.0%	Q2 2026	Aug 14, 2026
Breakwater Capital Group	History	No change	18,154	1,635	0.2%	0.2%	356	0	0.0%	Q2 2026	Jul 08, 2026
Apollon Financial, LLC	History	No change	18,110	1,631	0.19%	0.19%	357	0	0.0%	Q2 2026	Jul 22, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	18,749	1,625	0.03%	0.03%	358	0	0.0%	Q2 2026	Jul 27, 2026
Brookstone Capital Management	History	No change	17,663	1,591	0.02%	0.02%	359	0	0.0%	Q2 2026	Jul 15, 2026
Key FInancial Inc	History	No change	17,605	1,586	0.26%	0.26%	360	0	0.0%	Q2 2026	Jul 24, 2026
Basepoint Wealth LLC	History	No change	17,603	1,586	0.91%	0.91%	361	0	0.0%	Q2 2026	Aug 10, 2026
CIBC Bancorp USA Inc.	History	No change	17,497	1,576	0.0%	0.0%	362	0	0.0%	Q2 2026	Aug 13, 2026
FIFTH THIRD SECURITIES, INC.	History	No change	17,323	1,560	0.09%	0.09%	363	0	0.0%	Q2 2026	Jul 15, 2026
Wealth High Governance Asset Management Ltda.	History	No change	17,255	1,554	0.17%	0.17%	364	0	0.0%	Q2 2026	Aug 12, 2026
ASSETMARK, INC	History	No change	17,174	1,547	0.0%	0.0%	365	0	0.0%	Q2 2026	Jul 30, 2026
Optivise Advisory Services LLC	History	No change	17,159	1,546	0.78%	0.78%	366	0	0.0%	Q2 2026	Jul 13, 2026
Sage Capital Management, LLC	History	No change	17,078	1,539	0.6%	0.6%	367	0	0.0%	Q2 2026	Jul 20, 2026
BRIGHTON JONES LLC	History	No change	17,046	1,535	0.03%	0.03%	368	0	0.0%	Q2 2026	Aug 11, 2026
WealthPlan Investment Management, LLC	History	No change	16,946	1,526	0.08%	0.08%	369	0	0.0%	Q2 2026	Jul 28, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV	History	No change	16,845	1,517	0.64%	0.64%	370	0	0.0%	Q2 2026	Aug 11, 2026
CULLEN/FROST BANKERS, INC.	History	No change	16,827	1,516	0.01%	0.01%	371	0	0.0%	Q2 2026	Jul 27, 2026
Advisory Services Network, LLC	History	No change	16,296	1,468	0.02%	0.02%	372	0	0.0%	Q2 2026	Aug 12, 2026
SEI INVESTMENTS CO	History	No change	16,278	1,466	0.0%	0.0%	373	0	0.0%	Q2 2026	Aug 14, 2026
Abundance Wealth Counselors	History	No change	16,212	1,460	0.09%	0.09%	374	0	0.0%	Q2 2026	Jul 23, 2026
Gladstone Institutional Advisory LLC	History	No change	16,040	1,445	0.05%	0.05%	375	0	0.0%	Q2 2026	Jul 27, 2026
COMMERCE BANK	History	No change	15,988	1,440	0.01%	0.01%	376	0	0.0%	Q2 2026	Aug 12, 2026
Fiscal Wisdom Wealth Management, LLC	History	No change	15,839	1,427	1.21%	1.21%	377	0	0.0%	Q2 2026	Jul 21, 2026
Sovran Advisors, LLC	History	No change	17,047	1,418	0.11%	0.11%	378	0	0.0%	Q2 2026	Jul 29, 2026
Stonehearth Capital Management, LLC	History	No change	15,583	1,403	0.48%	0.48%	379	0	0.0%	Q2 2026	Jul 07, 2026
Coppell Advisory Solutions LLC	History	No change	91	1,374	0.11%	0.11%	380	0	0.0%	Q2 2026	Aug 14, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	15,173	1,369	0.36%	0.36%	381	0	0.0%	Q2 2026	Jul 30, 2026
MSH Capital Advisors LLC	History	No change	15,156	1,365	0.24%	0.24%	382	0	0.0%	Q2 2026	Aug 10, 2026
FOCUSED ALPHA, LLC	History	No change	15,126	1,362	0.35%	0.35%	383	0	0.0%	Q2 2026	Aug 07, 2026
Legacy Advisors, LLC	History	No change	15,000	1,351	0.13%	0.13%	384	0	0.0%	Q2 2026	Jul 24, 2026
Foundry Financial LLC	History	No change	14,953	1,347	0.45%	0.45%	385	0	0.0%	Q2 2026	Jul 21, 2026
BankPlus Trust Department	History	No change	14,882	1,340	0.31%	0.31%	386	0	0.0%	Q2 2026	Jul 28, 2026
SHEETS SMITH WEALTH MANAGEMENT	History	No change	14,824	1,335	0.13%	0.13%	387	0	0.0%	Q2 2026	Jul 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	14,730	1,327	0.01%	0.01%	388	0	0.0%	Q2 2026	Aug 13, 2026
Compound Planning, Inc.	History	No change	14,676	1,322	0.03%	0.03%	389	0	0.0%	Q2 2026	Aug 04, 2026
GREENWOOD GEARHART LLC	History	No change	14,623	1,317	0.06%	0.06%	390	0	0.0%	Q2 2026	Jul 24, 2026
5T Wealth, LLC	History	No change	14,539	1,310	0.49%	0.49%	391	0	0.0%	Q2 2026	Jul 21, 2026
Glen Eagle Advisors, LLC	History	No change	14,509	1,307	0.16%	0.16%	392	0	0.0%	Q2 2026	Aug 14, 2026
SEAMOUNT FINANCIAL GROUP INC	History	No change	14,408	1,298	0.52%	0.52%	393	0	0.0%	Q2 2026	Jul 24, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	No change	14,267	1,285	0.05%	0.05%	394	0	0.0%	Q2 2026	Jul 27, 2026
WHITTIER TRUST CO	History	No change	14,200	1,256	0.01%	0.01%	395	0	0.0%	Q2 2026	Jul 27, 2026
KRAEMATON INVESTMENT ADVISORS, INC	History	No change	13,921	1,254	0.93%	0.93%	396	0	0.0%	Q2 2026	Jul 24, 2026
Tortoise Investment Management, LLC	History	No change	13,846	1,247	0.09%	0.09%	397	0	0.0%	Q2 2026	Aug 07, 2026
Advanced Asset Management Advisors Inc	History	No change	13,745	1,238	0.33%	0.33%	398	0	0.0%	Q2 2026	Jul 16, 2026
NWAM LLC	History	No change	13,650	1,229	0.06%	0.06%	399	0	0.0%	Q2 2026	Jul 23, 2026
BENJAMIN EDWARDS INC	History	No change	13,555	1,223	0.01%	0.01%	400	0	0.0%	Q2 2026	Jul 24, 2026
Legacy Wealth Managment, LLC/ID	History	No change	13,360	1,203	0.5%	0.5%	401	0	0.0%	Q2 2026	Aug 13, 2026
Owen LaRue, LLC	History	No change	13,338	1,201	0.42%	0.42%	402	0	0.0%	Q2 2026	Jul 22, 2026
Gallagher Fiduciary Advisors, LLC	History	No change	13,239	1,192	0.04%	0.04%	403	0	0.0%	Q2 2026	Aug 14, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC	History	No change	13,090	1,179	0.18%	0.18%	404	0	0.0%	Q2 2026	Aug 11, 2026
OneDigital Investment Advisors LLC	History	No change	13,020	1,173	0.01%	0.01%	405	0	0.0%	Q2 2026	Aug 06, 2026
Kera Capital Partners, Inc.	History	No change	12,891	1,161	0.11%	0.11%	406	0	0.0%	Q2 2026	Aug 14, 2026
Robinhood Asset Management, LLC	History	No change	12,878	1,160	0.06%	0.06%	407	0	0.0%	Q2 2026	Aug 11, 2026
Wealth Group Ltd	History	No change	12,811	1,154	0.22%	0.22%	408	0	0.0%	Q2 2026	Jul 10, 2026
BALANCED WEALTH GROUP LLC	History	No change	12,686	1,143	0.36%	0.36%	409	0	0.0%	Q2 2026	Aug 10, 2026
RENAISSANCE TECHNOLOGIES LLC	History	No change	12,535	1,129	0.0%	0.0%	410	0	0.0%	Q2 2026	Aug 13, 2026
OPPENHEIMER & CO INC	History	No change	12,505	1,126	0.01%	0.01%	411	0	0.0%	Q2 2026	Aug 03, 2026
IEQ CAPITAL, LLC	History	No change	12,499	1,126	0.01%	0.01%	412	0	0.0%	Q2 2026	Aug 11, 2026
Belpointe Asset Management LLC	History	No change	12,425	1,119	0.04%	0.04%	413	0	0.0%	Q2 2026	Jul 31, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	No change	12,353	1,113	0.02%	0.02%	414	0	0.0%	Q2 2026	Jul 15, 2026
Clearstead Advisors, LLC	History	No change	12,182	1,097	0.01%	0.01%	415	0	0.0%	Q2 2026	Aug 06, 2026
J. M. Brown & Associates Inc.	History	No change	12,182	1,097	0.63%	0.63%	416	0	0.0%	Q2 2026	Jul 23, 2026
Evergreen Wealth Partners LLC	History	No change	12,135	1,093	0.66%	0.66%	417	0	0.0%	Q2 2026	Aug 11, 2026
Evernest Financial Advisors, LLC	History	No change	12,050	1,085	0.23%	0.23%	418	0	0.0%	Q2 2026	Aug 05, 2026
Crescent Grove Advisors, LLC	History	No change	12,035	1,084	0.09%	0.09%	419	0	0.0%	Q2 2026	Aug 10, 2026
SILVERLAKE WEALTH MANAGEMENT LLC	History	No change	11,959	1,077	0.2%	0.2%	420	0	0.0%	Q2 2026	Aug 06, 2026
Redwood Financial Network Corp	History	No change	11,947	1,076	0.6%	0.6%	421	0	0.0%	Q2 2026	Aug 07, 2026
CarsonAllaria Wealth Management, Ltd.	History	No change	11,923	1,074	0.47%	0.47%	422	0	0.0%	Q2 2026	Jul 28, 2026
Curtis Advisory Group, LLC	History	No change	11,826	1,065	0.21%	0.21%	423	0	0.0%	Q2 2026	Jul 29, 2026
Perigon Wealth Management, LLC	History	No change	11,764	1,059	0.02%	0.02%	424	0	0.0%	Q2 2026	Aug 07, 2026
SlateStone Wealth, LLC	History	No change	11,651	1,050	0.08%	0.08%	425	0	0.0%	Q2 2026	Jul 20, 2026
Waldron Private Wealth LLC	History	No change	11,653	1,049	0.04%	0.04%	426	0	0.0%	Q2 2026	Jul 20, 2026
Symphony Financial Services, Inc.	History	No change	11,447	1,031	0.46%	0.46%	427	0	0.0%	Q2 2026	Jul 22, 2026
GTS SECURITIES LLC	History	No change	11,406	1,027	0.02%	0.02%	428	0	0.0%	Q2 2026	Aug 14, 2026
HB Wealth Management, LLC	History	No change	11,279	1,016	0.01%	0.01%	429	0	0.0%	Q2 2026	Jul 29, 2026
Summit Trail Advisors, LLC	History	No change	11,252	1,013	0.01%	0.01%	430	0	0.0%	Q2 2026	Aug 11, 2026
STEPHENS INC /AR/	History	No change	11,215	1,010	0.01%	0.01%	431	0	0.0%	Q2 2026	Jul 29, 2026
BROWN ADVISORY INC	History	No change	11,212	1,010	0.0%	0.0%	432	0	0.0%	Q2 2026	Aug 14, 2026
Dupree Financial Group, LLC	History	No change	11,140	1,003	0.38%	0.38%	433	0	0.0%	Q2 2026	Jul 23, 2026
Trivium Point Advisory, LLC	History	No change	11,000	991	0.09%	0.09%	434	0	0.0%	Q2 2026	Aug 06, 2026
Foster Group, Inc.	History	No change	10,964	987	0.03%	0.03%	435	0	0.0%	Q2 2026	Jul 07, 2026
Sequent Planning LLC	History	No change	10,560	951	0.2%	0.2%	436	0	0.0%	Q2 2026	Aug 14, 2026
Capital Group Private Client Services, Inc.	History	No change	10,402	937	0.01%	0.01%	437	0	0.0%	Q2 2026	Aug 12, 2026
EverSource Wealth Advisors, LLC	History	No change	10,397	936	0.03%	0.03%	438	0	0.0%	Q2 2026	Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	10,492	933	0.06%	0.06%	439	0	0.0%	Q2 2026	Jul 22, 2026
Glenview Trust Co	History	No change	10,258	924	0.01%	0.01%	440	0	0.0%	Q2 2026	Aug 18, 2026
HBW ADVISORY SERVICES LLC	History	No change	10,231	921	0.08%	0.08%	441	0	0.0%	Q2 2026	Jul 16, 2026
SIGNATUREFD, LLC	History	No change	10,217	920	0.01%	0.01%	442	0	0.0%	Q2 2026	Jul 23, 2026
PINNACLE ASSOCIATES LTD	History	No change	10,210	919	0.01%	0.01%	443	0	0.0%	Q2 2026	Aug 03, 2026
OneAscent Family Office, LLC	History	No change	10,157	915	0.46%	0.46%	444	0	0.0%	Q2 2026	Aug 11, 2026
Arax Advisory Partners	History	No change	10,141	913	0.01%	0.01%	445	0	0.0%	Q2 2026	Aug 10, 2026
Advance Capital Management, Inc.	History	No change	10,070	907	0.03%	0.03%	446	0	0.0%	Q2 2026	Aug 12, 2026
Steele Capital Management, Inc.	History	No change	10,074	907	0.03%	0.03%	447	0	0.0%	Q2 2026	Jul 28, 2026
Beacon Bridge Wealth Partners, LLC	History	No change	9,973	898	0.26%	0.26%	448	0	0.0%	Q2 2026	Aug 05, 2026
Capital Asset Advisory Services LLC	History	No change	9,959	897	0.03%	0.03%	449	0	0.0%	Q2 2026	Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	No change	9,959	897	0.01%	0.01%	450	0	0.0%	Q2 2026	Jul 28, 2026
Betterment LLC	History	No change	9,902	892	0.0%	0.0%	451	0	0.0%	Q2 2026	Aug 14, 2026
B. Riley Wealth Advisors, Inc.	History	No change	9,863	875	0.05%	0.05%	452	0	0.0%	Q2 2026	Jul 14, 2026
BTG Pactual Asset Management US LLC	History	No change	9,705	874	0.05%	0.05%	453	0	0.0%	Q2 2026	Aug 14, 2026
Aptus Capital Advisors, LLC	History	No change	9,664	870	0.01%	0.01%	454	0	0.0%	Q2 2026	Aug 12, 2026
Ridgeline Wealth Planning, LLC	History	No change	9,666	870	0.55%	0.55%	455	0	0.0%	Q2 2026	Jul 24, 2026
TENET WEALTH PARTNERS, LLC	History	No change	10,233	870	0.65%	0.65%	456	0	0.0%	Q2 2026	Aug 07, 2026
Richmond Investment Services, LLC	History	No change	9,613	866	0.27%	0.27%	457	0	0.0%	Q2 2026	Jul 27, 2026
RDA Financial Network	History	No change	9,609	865	0.19%	0.19%	458	0	0.0%	Q2 2026	Jul 06, 2026
Lunt Capital Management, Inc.	History	No change	9,519	857	0.31%	0.31%	459	0	0.0%	Q2 2026	Jul 30, 2026
MASECO LLP	History	No change	9,296	837	0.02%	0.02%	460	0	0.0%	Q2 2026	Aug 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	No change	9,282	836	0.3%	0.3%	461	0	0.0%	Q2 2026	Jul 08, 2026
Rossby Financial, LCC	History	No change	9,258	834	0.15%	0.15%	462	0	0.0%	Q2 2026	Aug 04, 2026
Reyes Financial Architecture, Inc.	History	No change	9,152	824	0.46%	0.46%	463	0	0.0%	Q2 2026	Jul 16, 2026
FLORIDA FINANCIAL ADVISORS, LLC	History	No change	9,111	820	0.14%	0.14%	464	0	0.0%	Q2 2026	Aug 10, 2026
Strategic Blueprint, LLC	History	No change	9,006	811	0.04%	0.04%	465	0	0.0%	Q2 2026	Jul 23, 2026
Savant Capital, LLC	History	No change	8,974	808	0.0%	0.0%	466	0	0.0%	Q2 2026	Aug 10, 2026
Alta Wealth Advisors LLC	History	No change	8,962	807	0.22%	0.22%	467	0	0.0%	Q2 2026	Jul 30, 2026
FLAGSHIP WEALTH ADVISORS, LLC	History	No change	8,906	802	0.18%	0.18%	468	0	0.0%	Q2 2026	Jul 27, 2026
Fortis Capital Advisors, LLC	History	No change	8,659	780	0.09%	0.09%	469	0	0.0%	Q2 2026	Jul 31, 2026
MISSION WEALTH MANAGEMENT, LP	History	No change	8,614	776	0.01%	0.01%	470	0	0.0%	Q2 2026	Jul 20, 2026
Harbor Asset Planning, Inc.	History	No change	8,576	772	0.58%	0.58%	471	0	0.0%	Q2 2026	Jul 22, 2026
PFG Advisors	History	No change	8,537	769	0.04%	0.04%	472	0	0.0%	Q2 2026	Jul 16, 2026
Fortitude Advisory Group L.L.C.	History	No change	8,471	763	0.29%	0.29%	473	0	0.0%	Q2 2026	Jul 22, 2026
Regatta Research & Money Management	History	No change	8,469	763	0.72%	0.72%	474	0	0.0%	Q2 2026	Aug 11, 2026
Avidian Wealth Enterprises, LLC	History	No change	8,428	759	0.02%	0.02%	475	0	0.0%	Q2 2026	Jul 24, 2026
WEALTHGARDEN F.S. LLC	History	No change	8,394	756	0.43%	0.43%	476	0	0.0%	Q2 2026	Jul 31, 2026
Next Capital Management LLC	History	No change	8,390	755	0.2%	0.2%	477	0	0.0%	Q2 2026	Aug 03, 2026
Stonebrook Private Inc.	History	No change	8,277	745	0.14%	0.14%	478	0	0.0%	Q2 2026	Aug 14, 2026
Olistico Wealth, LLC	History	No change	8,157	734	0.31%	0.31%	479	0	0.0%	Q2 2026	Jul 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	No change	8,092	729	0.01%	0.01%	480	0	0.0%	Q2 2026	Aug 14, 2026
Transamerica Financial Advisors, LLC	History	No change	8,075	727	0.06%	0.06%	481	0	0.0%	Q2 2026	Aug 14, 2026
KDK Private Wealth Management, LLC	History	No change	8,015	722	0.6%	0.6%	482	0	0.0%	Q2 2026	Aug 12, 2026
Plotkin Financial Advisors, LLC	History	No change	8,011	721	0.3%	0.3%	483	0	0.0%	Q2 2026	Aug 14, 2026
Bryn Mawr Trust Advisors, LLC	History	No change	7,808	703	0.03%	0.03%	484	0	0.0%	Q2 2026	Aug 03, 2026
Trek Financial, LLC	History	No change	7,812	703	0.03%	0.03%	485	0	0.0%	Q2 2026	Aug 13, 2026
FIRST FOUNDATION ADVISORS	History	No change	7,789	701	0.03%	0.03%	486	0	0.0%	Q2 2026	Aug 14, 2026
Spire Wealth Management	History	No change	7,783	701	0.02%	0.02%	487	0	0.0%	Q2 2026	Jul 15, 2026
Sowell Financial Services LLC	History	No change	7,756	698	0.02%	0.02%	488	0	0.0%	Q2 2026	Jul 17, 2026
Ethos Financial Group, LLC	History	No change	8,396	698	0.05%	0.05%	489	0	0.0%	Q2 2026	Aug 07, 2026
GWN SECURITIES INC.	History	No change	7,734	696	0.12%	0.12%	490	0	0.0%	Q2 2026	Aug 05, 2026
Advyzon Investment Management, LLC	History	No change	7,730	696	0.05%	0.05%	491	0	0.0%	Q2 2026	Aug 14, 2026
Strategic Investment Advisors / MI	History	No change	7,614	686	0.04%	0.04%	492	0	0.0%	Q2 2026	Aug 14, 2026
WealthBridge Capital Management, LLC	History	No change	7,306	658	0.13%	0.13%	493	0	0.0%	Q2 2026	Jul 24, 2026
PGIM Custom Harvest LLC	History	No change	7,285	656	0.01%	0.01%	494	0	0.0%	Q2 2026	Aug 13, 2026
Verdence Capital Advisors LLC	History	No change	7,231	651	0.03%	0.03%	495	0	0.0%	Q2 2026	Jul 29, 2026
Redwood Family Wealth LLC	History	No change	7,233	651	0.57%	0.57%	496	0	0.0%	Q2 2026	Aug 04, 2026
CARLSON FINANCIAL, INC.	History	No change	7,233	651	0.33%	0.33%	497	0	0.0%	Q2 2026	Aug 24, 2026
Vertex Planning Partners, LLC	History	No change	7,032	633	0.09%	0.09%	498	0	0.0%	Q2 2026	Aug 14, 2026
OPTIMA CAPITAL LLC	History	No change	7,027	633	0.25%	0.25%	499	0	0.0%	Q2 2026	Jul 24, 2026
TCFG Investment Advisors, LLC	History	No change	7,019	632	0.21%	0.21%	500	0	0.0%	Q2 2026	Jul 17, 2026
OneAscent Financial Services LLC	History	No change	7,006	631	0.03%	0.03%	501	0	0.0%	Q2 2026	Aug 11, 2026
SEVEN MILE ADVISORY	History	No change	6,864	618	0.41%	0.41%	502	0	0.0%	Q2 2026	Aug 13, 2026
Hyundai Investments Co., Ltd.	History	No change	6,953	617	0.67%	0.67%	503	0	0.0%	Q2 2026	Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	History	No change	6,814	613	0.07%	0.07%	504	0	0.0%	Q2 2026	Jul 09, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	No change	6,783	611	0.0%	0.0%	505	0	0.0%	Q2 2026	Aug 10, 2026
ARGUS INVESTORS' COUNSEL, INC.	History	No change	6,726	606	0.47%	0.47%	506	0	0.0%	Q2 2026	Jul 31, 2026
1900 WEALTH MANAGEMENT LLC	History	No change	6,720	605	0.03%	0.03%	507	0	0.0%	Q2 2026	Aug 04, 2026
US BANCORP \DE\	History	No change	6,697	603	0.0%	0.0%	508	0	0.0%	Q2 2026	Aug 12, 2026
Andina Capital Management, LLC	History	No change	6,576	592	0.96%	0.96%	509	0	0.0%	Q2 2026	Aug 05, 2026
Invariant Investment Management	History	No change	6,600	584	0.34%	0.34%	510	0	0.0%	Q2 2026	Jul 08, 2026
Cambria Investment Management, L.P.	History	No change	6,479	583	0.03%	0.03%	511	0	0.0%	Q2 2026	Aug 14, 2026
Empowered Funds, LLC	History	No change	6,479	583	0.0%	0.0%	512	0	0.0%	Q2 2026	Aug 14, 2026
Simplicity Wealth,LLC	History	No change	6,345	571	0.02%	0.02%	513	0	0.0%	Q2 2026	Aug 06, 2026
Arrowroot Family Office, LLC	History	No change	6,347	571	0.16%	0.16%	514	0	0.0%	Q2 2026	Aug 06, 2026
True North Advisors, LLC	History	No change	6,278	565	0.05%	0.05%	515	0	0.0%	Q2 2026	Jul 22, 2026
Soltis Investment Advisors LLC	History	No change	6,241	562	0.03%	0.03%	516	0	0.0%	Q2 2026	Jul 31, 2026
ATX Financial Planning, LLC	History	No change	6,209	559	0.37%	0.37%	517	0	0.0%	Q2 2026	Aug 20, 2026
Guardian Asset Advisors, LLC	History	No change	6,161	555	0.26%	0.26%	518	0	0.0%	Q2 2026	Jul 21, 2026
FLC Capital Advisors	History	No change	6,121	551	0.09%	0.09%	519	0	0.0%	Q2 2026	Jul 20, 2026
Freestone Capital Holdings, LLC	History	No change	6,060	546	0.01%	0.01%	520	0	0.0%	Q2 2026	Jul 31, 2026
Maridea Wealth Management LLC	History	No change	6,065	546	0.06%	0.06%	521	0	0.0%	Q2 2026	Aug 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC.	History	No change	5,925	533	0.01%	0.01%	522	0	0.0%	Q2 2026	Aug 03, 2026
SageView Advisory Group, LLC	History	No change	5,880	529	0.02%	0.02%	523	0	0.0%	Q2 2026	Aug 10, 2026
MILESTONE ASSET MANAGEMENT, LLC	History	No change	5,719	515	0.08%	0.08%	524	0	0.0%	Q2 2026	Jul 15, 2026
Wick Capital Partners, LLC	History	No change	5,693	512	0.08%	0.08%	525	0	0.0%	Q2 2026	Aug 14, 2026
Wealthspire Advisors, LLC	History	No change	5,637	507	0.0%	0.0%	526	0	0.0%	Q2 2026	Aug 11, 2026
FIDUCIARY TRUST CO	History	No change	5,605	505	0.01%	0.01%	527	0	0.0%	Q2 2026	Aug 13, 2026
Bedel Financial Consulting, Inc.	History	No change	5,597	504	0.05%	0.05%	528	0	0.0%	Q2 2026	Jul 29, 2026
CITADEL ADVISORS LLC	History	No change	5,559	500	0.0%	0.0%	529	0	0.0%	Q2 2026	Sep 02, 2026
Jackson Wealth Management, LLC	History	No change	5,534	499	0.29%	0.29%	530	0	0.0%	Q2 2026	Aug 20, 2026
Biltmore Family Office, LLC	History	No change	5,500	495	0.07%	0.07%	531	0	0.0%	Q2 2026	Aug 12, 2026
Intrepid Financial Planning Group LLC	History	No change	5,410	487	0.17%	0.17%	532	0	0.0%	Q2 2026	Aug 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	No change	5,404	486	0.01%	0.01%	533	0	0.0%	Q2 2026	Jul 14, 2026
Galvin, Gaustad & Stein, LLC	History	No change	5,404	486	0.04%	0.04%	534	0	0.0%	Q2 2026	Jul 29, 2026
55 North Private Wealth, LLC	History	No change	5,394	485	0.1%	0.1%	535	0	0.0%	Q2 2026	Jul 07, 2026
Retireful, LLC	History	No change	5,336	480	0.45%	0.45%	536	0	0.0%	Q2 2026	Jul 22, 2026
Latitude Advisors, LLC	History	No change	5,309	478	0.19%	0.19%	537	0	0.0%	Q2 2026	Jul 27, 2026
Vantus Wealth LLC	History	No change	5,312	478	0.26%	0.26%	538	0	0.0%	Q2 2026	Aug 07, 2026
Clearwater Capital Advisors, LLC	History	No change	5,248	472	0.03%	0.03%	539	0	0.0%	Q2 2026	Aug 06, 2026
Pathstone Holdings, LLC	History	No change	5,240	472	0.0%	0.0%	540	0	0.0%	Q2 2026	Aug 13, 2026
West Wealth Group, LLC	History	No change	5,233	471	0.08%	0.08%	541	0	0.0%	Q2 2026	Aug 06, 2026
LBMC INVESTMENT ADVISORS, LLC	History	No change	5,205	468	0.03%	0.03%	542	0	0.0%	Q2 2026	Aug 10, 2026
Financial Advisory Corp	History	No change	5,141	463	0.06%	0.06%	543	0	0.0%	Q2 2026	Jul 09, 2026
Arkadios Wealth Advisors	History	No change	5,108	460	0.01%	0.01%	544	0	0.0%	Q2 2026	Aug 10, 2026
CENTAURUS FINANCIAL, INC.	History	No change	4,944	445	0.02%	0.02%	545	0	0.0%	Q2 2026	Aug 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	4,921	443	0.0%	0.0%	546	0	0.0%	Q2 2026	Aug 13, 2026
LANARK FINANCIAL, INC.	History	No change	4,895	441	0.03%	0.03%	547	0	0.0%	Q2 2026	Jul 21, 2026
KINTRA WEALTH, LLC	History	No change	5,054	441	0.02%	0.02%	548	0	0.0%	Q2 2026	Aug 14, 2026
Vestmark Advisory Solutions, Inc.	History	No change	4,870	438	0.0%	0.0%	549	0	0.0%	Q2 2026	Aug 14, 2026
CONNORS INVESTOR SERVICES INC	History	No change	4,845	436	0.04%	0.04%	550	0	0.0%	Q2 2026	Aug 14, 2026
Valeo Financial Advisors, LLC	History	No change	4,842	436	0.01%	0.01%	551	0	0.0%	Q2 2026	Jul 08, 2026
Berger Financial Group, Inc	History	No change	4,829	435	0.02%	0.02%	552	0	0.0%	Q2 2026	Aug 04, 2026
CLEAR INVESTMENT RESEARCH, LLC	History	No change	4,822	434	0.68%	0.68%	553	0	0.0%	Q2 2026	Aug 11, 2026
FIRST AMERICAN TRUST, FSB	History	No change	4,745	427	0.03%	0.03%	554	0	0.0%	Q2 2026	Aug 10, 2026
Gateway Wealth Partners, LLC	History	No change	4,735	426	0.03%	0.03%	555	0	0.0%	Q2 2026	Aug 04, 2026
WESPAC Advisors, LLC	History	No change	4,718	425	0.21%	0.21%	556	0	0.0%	Q2 2026	Aug 10, 2026
Commonwealth Financial Services, LLC	History	No change	4,710	424	0.06%	0.06%	557	0	0.0%	Q2 2026	Jul 15, 2026
WJ Wealth Management, LLC	History	No change	4,685	422	0.17%	0.17%	558	0	0.0%	Q2 2026	Aug 03, 2026
Harvest Investment Services, LLC	History	No change	4,633	417	0.06%	0.06%	559	0	0.0%	Q2 2026	Aug 14, 2026
Signal Advisors Wealth, LLC	History	No change	4,627	416	0.02%	0.02%	560	0	0.0%	Q2 2026	Aug 04, 2026
HRT FINANCIAL LP	History	No change	4,577	412	0.0%	0.0%	561	0	0.0%	Q2 2026	Aug 14, 2026
Meeder Advisory Services, Inc.	History	No change	4,534	408	0.01%	0.01%	562	0	0.0%	Q2 2026	Aug 07, 2026
ARQ WEALTH ADVISORS, LLC	History	No change	4,805	408	0.05%	0.05%	563	0	0.0%	Q2 2026	Jul 24, 2026
Prosperity Financial Group, Inc.	History	No change	4,531	408	0.13%	0.13%	564	0	0.0%	Q2 2026	Jul 28, 2026
SHP Wealth Management	History	No change	4,522	407	0.03%	0.03%	565	0	0.0%	Q2 2026	Aug 11, 2026
AVAII WEALTH MANAGEMENT, LLC	History	No change	4,495	404	0.12%	0.12%	566	0	0.0%	Q2 2026	Aug 10, 2026
MB Generational Wealth, LLC	History	No change	4,484	404	0.2%	0.2%	567	0	0.0%	Q2 2026	Jul 31, 2026
Lantern Wealth Advisors, LLC	History	No change	4,451	401	0.18%	0.18%	568	0	0.0%	Q2 2026	Jul 28, 2026
One Capital Management, LLC	History	No change	5,305	398	0.01%	0.01%	569	0	0.0%	Q2 2026	Aug 13, 2026
Calamos Wealth Management LLC	History	No change	4,403	396	0.01%	0.01%	570	0	0.0%	Q2 2026	Jul 31, 2026
Claro Advisors Inc.	History	No change	4,391	395	0.04%	0.04%	571	0	0.0%	Q2 2026	Jul 30, 2026
Investor's Fiduciary Advisor Network, LLC	History	No change	4,371	393	0.13%	0.13%	572	0	0.0%	Q2 2026	Aug 13, 2026
Midwest Trust Co	History	No change	4,331	390	0.0%	0.0%	573	0	0.0%	Q2 2026	Aug 04, 2026
BOKF, NA	History	No change	4,321	389	0.01%	0.01%	574	0	0.0%	Q2 2026	Aug 10, 2026
Vectors Research Management, LLC	History	No change	4,312	388	0.1%	0.1%	575	0	0.0%	Q2 2026	Jul 29, 2026
AMG National Trust Bank	History	No change	4,300	387	0.01%	0.01%	576	0	0.0%	Q2 2026	Aug 06, 2026
AEGON USA Investment Management, LLC	History	No change	4,270	384	0.27%	0.27%	577	0	0.0%	Q2 2026	Jul 17, 2026
Maltin Wealth Management, Inc.	History	No change	4,269	384	0.13%	0.13%	578	0	0.0%	Q2 2026	Jul 22, 2026
VestGen Advisors, LLC	History	No change	4,247	382	0.01%	0.01%	579	0	0.0%	Q2 2026	Aug 11, 2026
GLENMEDE TRUST CO NA	History	No change	4,232	381	0.0%	0.0%	580	0	0.0%	Q2 2026	Aug 10, 2026
TITLEIST ASSET MANAGEMENT, LLC	History	No change	4,207	379	0.03%	0.03%	581	0	0.0%	Q2 2026	Jul 20, 2026
CHOREO, LLC	History	No change	4,188	377	0.0%	0.0%	582	0	0.0%	Q2 2026	Aug 04, 2026
MassMutual Private Wealth & Trust, FSB	History	No change	4,143	373	0.01%	0.01%	583	0	0.0%	Q2 2026	Jul 02, 2026
Diversified Enterprises, LLC	History	No change	4,131	372	0.02%	0.02%	584	0	0.0%	Q2 2026	Jul 31, 2026
Two West Capital Advisors LLC	History	No change	4,399	371	0.18%	0.18%	585	0	0.0%	Q2 2026	Jul 22, 2026
MARIPAU WEALTH MANAGEMENT LLC	History	No change	4,101	369	0.13%	0.13%	586	0	0.0%	Q2 2026	Aug 11, 2026
Johnson Financial Group, LLC	History	No change	4,086	368	0.02%	0.02%	587	0	0.0%	Q2 2026	Aug 06, 2026
Capital Investment Advisory Services, LLC	History	No change	4,039	363	0.02%	0.02%	588	0	0.0%	Q2 2026	Jul 23, 2026
Impact Partnership Wealth, LLC	History	No change	4,036	363	0.04%	0.04%	589	0	0.0%	Q2 2026	Jul 29, 2026
BCU Wealth Advisors, LLC	History	No change	4,020	362	0.12%	0.12%	590	0	0.0%	Q2 2026	Jul 14, 2026
NORRIS PERNE & FRENCH LLP/MI	History	No change	4,008	361	0.02%	0.02%	591	0	0.0%	Q2 2026	Jul 21, 2026
Armbruster Capital Management, Inc.	History	No change	4,000	360	0.05%	0.05%	592	0	0.0%	Q2 2026	Jul 16, 2026
LongView Wealth Management	History	No change	3,932	354	0.09%	0.09%	593	0	0.0%	Q2 2026	Jul 17, 2026
QUANTUM FINANCIAL PARTNERS LLC	History	No change	3,925	353	0.18%	0.18%	594	0	0.0%	Q2 2026	Jul 20, 2026
Ballast Rock Private Wealth LLC	History	No change	3,865	348	0.16%	0.16%	595	0	0.0%	Q2 2026	Aug 10, 2026
10Elms LLP	History	No change	3,860	347	0.15%	0.15%	596	0	0.0%	Q2 2026	Aug 14, 2026
Parkside Financial Bank & Trust	History	No change	3,824	344	0.02%	0.02%	597	0	0.0%	Q2 2026	Sep 04, 2026
Everhart Financial Group, Inc.	History	No change	3,795	341	0.02%	0.02%	598	0	0.0%	Q2 2026	Jul 08, 2026
COURIER CAPITAL LLC	History	No change	3,782	340	0.02%	0.02%	599	0	0.0%	Q2 2026	Jul 16, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	History	No change	3,742	337	0.16%	0.16%	600	0	0.0%	Q2 2026	Jul 20, 2026
Integrity Advisory Solutions, LLC	History	No change	3,745	337	0.03%	0.03%	601	0	0.0%	Q2 2026	Jul 31, 2026
WealthCare Investment Partners, LLC	History	No change	3,710	334	0.08%	0.08%	602	0	0.0%	Q2 2026	Aug 10, 2026
Inspire Advisors, LLC	History	No change	3,698	333	0.02%	0.02%	603	0	0.0%	Q2 2026	Aug 13, 2026
Mutual Advisors, LLC	History	No change	3,687	332	0.01%	0.01%	604	0	0.0%	Q2 2026	Aug 14, 2026
XTX Topco Ltd	History	No change	3,671	330	0.0%	0.0%	605	0	0.0%	Q2 2026	Aug 14, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC	History	No change	3,632	327	0.06%	0.06%	606	0	0.0%	Q2 2026	Jul 09, 2026
NOVEM GROUP	History	No change	3,635	327	0.03%	0.03%	607	0	0.0%	Q2 2026	Jul 21, 2026
Bank of Marin	History	No change	3,611	325	0.23%	0.23%	608	0	0.0%	Q2 2026	Aug 13, 2026
Single Point Partners, LLC	History	No change	3,599	324	0.06%	0.06%	609	0	0.0%	Q2 2026	Jul 16, 2026
Freedom Investment Management, Inc.	History	No change	3,590	323	0.09%	0.09%	610	0	0.0%	Q2 2026	Aug 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC	History	No change	3,575	322	0.02%	0.02%	611	0	0.0%	Q2 2026	Jul 31, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	3,552	320	0.0%	0.0%	612	0	0.0%	Q2 2026	Aug 14, 2026
Opus Financial Solutions LLC	History	No change	3,545	319	0.26%	0.26%	613	0	0.0%	Q2 2026	Jul 24, 2026
J HAGAN CAPITAL, INC.	History	No change	3,550	319	0.15%	0.15%	614	0	0.0%	Q2 2026	Aug 14, 2026
Wealth Management Associates, Inc.	History	No change	3,542	319	0.09%	0.09%	615	0	0.0%	Q2 2026	Jul 21, 2026
Nuveen, LLC	History	No change	3,521	317	0.0%	0.0%	616	0	0.0%	Q2 2026	Aug 11, 2026
Spinnaker Investment Group, LLC	History	No change	3,521	317	0.05%	0.05%	617	0	0.0%	Q2 2026	Jul 10, 2026
ACCESS FINANCIAL SERVICES, INC.	History	No change	3,488	314	0.1%	0.1%	618	0	0.0%	Q2 2026	Jul 16, 2026
LVZ, Inc.	History	No change	3,431	309	0.03%	0.03%	619	0	0.0%	Q2 2026	Jul 09, 2026
Almanack Investment Partners, LLC.	History	No change	3,433	309	0.04%	0.04%	620	0	0.0%	Q2 2026	Jul 30, 2026
Abel Hall, LLC	History	No change	3,432	309	0.05%	0.05%	621	0	0.0%	Q2 2026	Jul 24, 2026
Runnymede Capital Advisors, Inc.	History	No change	3,431	309	0.18%	0.18%	622	0	0.0%	Q2 2026	Jul 21, 2026
Lakeridge Wealth Management LLC	History	No change	3,429	308	0.11%	0.11%	623	0	0.0%	Q2 2026	Jul 14, 2026
Empower Advisory Group, LLC	History	No change	3,416	307	0.0%	0.0%	624	0	0.0%	Q2 2026	Aug 12, 2026
Lloyd Advisory Services, LLC.	History	No change	3,375	304	0.12%	0.12%	625	0	0.0%	Q2 2026	Aug 07, 2026
McKinley Carter Wealth Services, Inc.	History	No change	3,367	303	0.02%	0.02%	626	0	0.0%	Q2 2026	Jul 28, 2026
ABOUND FINANCIAL, LLC	History	No change	3,322	299	0.12%	0.12%	627	0	0.0%	Q2 2026	Aug 14, 2026
GUERRA PAN ADVISORS, LLC	History	No change	3,316	298	0.17%	0.17%	628	0	0.0%	Q2 2026	Aug 12, 2026
Vontobel Holding Ltd.	History	No change	3,233	291	0.0%	0.0%	629	0	0.0%	Q2 2026	Aug 03, 2026
Prosperity Consulting Group, LLC	History	No change	3,233	291	0.01%	0.01%	630	0	0.0%	Q2 2026	Aug 13, 2026
Hibernia Wealth Partners, LLC	History	No change	3,237	291	0.16%	0.16%	631	0	0.0%	Q2 2026	Jul 23, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	3,232	291	0.03%	0.03%	632	0	0.0%	Q2 2026	Aug 13, 2026
Joel Isaacson & Co., LLC	History	No change	3,220	290	0.01%	0.01%	633	0	0.0%	Q2 2026	Aug 04, 2026
Indiana Trust & Investment Management Co	History	No change	3,209	289	0.08%	0.08%	634	0	0.0%	Q2 2026	Jul 22, 2026
Apollon Wealth Management, LLC	History	No change	3,218	289	0.0%	0.0%	635	0	0.0%	Q2 2026	Jul 22, 2026
Pinnacle Wealth Management Advisory Group, LLC	History	No change	3,175	286	0.02%	0.02%	636	0	0.0%	Q2 2026	Aug 05, 2026
Prime Capital Investment Advisors, LLC	History	No change	3,145	283	0.0%	0.0%	637	0	0.0%	Q2 2026	Aug 05, 2026
CoreCap Advisors, LLC	History	No change	3,150	283	0.01%	0.01%	638	0	0.0%	Q2 2026	Jul 06, 2026
Sagewood Asset Management LP	History	No change	3,110	280	0.06%	0.06%	639	0	0.0%	Q2 2026	Jul 29, 2026
Total Wealth Planning & Management, Inc.	History	No change	3,020	272	0.18%	0.18%	640	0	0.0%	Q2 2026	Jul 28, 2026
Curi Capital, LLC	History	No change	3,013	271	0.0%	0.0%	641	0	0.0%	Q2 2026	Aug 14, 2026
DECISION INVESTMENTS, INC	History	No change	3,018	271	0.25%	0.25%	642	0	0.0%	Q2 2026	Jul 13, 2026
Forefront Wealth Partners, LLC	History	No change	2,982	268	0.08%	0.08%	643	0	0.0%	Q2 2026	Aug 20, 2026
Operose Advisors LLC	History	No change	2,953	266	0.05%	0.05%	644	0	0.0%	Q2 2026	Aug 13, 2026
Financial Security Advisor, Inc.	History	No change	2,955	266	0.04%	0.04%	645	0	0.0%	Q2 2026	Aug 11, 2026
Creekside Partners	History	No change	2,960	266	0.1%	0.1%	646	0	0.0%	Q2 2026	Jul 30, 2026
Professional Financial Advisors, LLC	History	No change	2,951	265	0.05%	0.05%	647	0	0.0%	Q2 2026	Jul 09, 2026
Fullerton Advisors, LLC	History	No change	2,910	262	0.25%	0.25%	648	0	0.0%	Q2 2026	Jul 27, 2026
Dorsey & Whitney Trust CO LLC	History	No change	2,892	260	0.01%	0.01%	649	0	0.0%	Q2 2026	Aug 14, 2026
M&T BANK CORP	History	No change	2,859	257	0.0%	0.0%	650	0	0.0%	Q2 2026	Aug 04, 2026
Concentrum Wealth Management	History	No change	2,850	256	0.06%	0.06%	651	0	0.0%	Q2 2026	Aug 06, 2026
LOWE BROCKENBROUGH & CO INC	History	No change	2,765	249	0.01%	0.01%	652	0	0.0%	Q2 2026	Aug 03, 2026
AlphaStar Capital Management, LLC	History	No change	2,774	249	0.02%	0.02%	653	0	0.0%	Q2 2026	Jul 30, 2026
Barnett & Company, Inc.	History	No change	2,751	247	0.18%	0.18%	654	0	0.0%	Q2 2026	Aug 12, 2026
Chokshi & Queen Wealth Advisors, Inc	History	No change	2,752	247	0.11%	0.11%	655	0	0.0%	Q2 2026	Aug 14, 2026
Global Trust Asset Management, LLC	History	No change	2,730	245	0.08%	0.08%	656	0	0.0%	Q2 2026	Aug 03, 2026
Badgley Phelps Wealth Managers, LLC	History	No change	2,722	245	0.0%	0.0%	657	0	0.0%	Q2 2026	Jul 31, 2026
Northstar Group, Inc.	History	No change	2,710	244	0.03%	0.03%	658	0	0.0%	Q2 2026	Aug 03, 2026
Waterloo Capital, L.P.	History	No change	2,690	242	0.01%	0.01%	659	0	0.0%	Q2 2026	Jul 29, 2026
RITHOLTZ WEALTH MANAGEMENT	History	No change	2,681	241	0.0%	0.0%	660	0	0.0%	Q2 2026	Aug 11, 2026
Composition Wealth, LLC	History	No change	2,659	239	0.0%	0.0%	661	0	0.0%	Q2 2026	Jul 22, 2026
Essex LLC	History	No change	2,619	235	0.04%	0.04%	662	0	0.0%	Q2 2026	Jul 24, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	No change	2,614	235	0.01%	0.01%	663	0	0.0%	Q2 2026	Aug 14, 2026
Gaddis Premier Wealth Advisors LLC	History	No change	2,613	235	0.14%	0.14%	664	0	0.0%	Q2 2026	Aug 04, 2026
Keystone Financial Group	History	No change	2,606	234	0.01%	0.01%	665	0	0.0%	Q2 2026	Jul 29, 2026
Partners in Financial Planning	History	No change	2,588	233	0.04%	0.04%	666	0	0.0%	Q2 2026	Aug 10, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	2,573	231	0.0%	0.0%	667	0	0.0%	Q2 2026	Jul 23, 2026
Strategic Advisors LLC	History	No change	2,574	231	0.05%	0.05%	668	0	0.0%	Q2 2026	Jul 28, 2026
Covenant Asset Management, LLC	History	No change	2,567	231	0.04%	0.04%	669	0	0.0%	Q2 2026	Jul 20, 2026
CGC Financial Services, LLC	History	No change	2,560	230	0.05%	0.05%	670	0	0.0%	Q2 2026	Jul 13, 2026
MATAURO, LLC	History	No change	2,548	229	0.03%	0.03%	671	0	0.0%	Q2 2026	Jul 21, 2026
Aegis Wealth Management, Inc.	History	No change	2,516	226	0.15%	0.15%	672	0	0.0%	Q2 2026	Jul 16, 2026
Reliant Investment Partners, LLC	History	No change	2,508	225	0.15%	0.15%	673	0	0.0%	Q2 2026	Aug 11, 2026
Crown Wealth Group, LLC	History	No change	2,480	223	0.06%	0.06%	674	0	0.0%	Q2 2026	Jul 21, 2026
RMR Wealth Builders	History	No change	2,464	222	0.01%	0.01%	675	0	0.0%	Q2 2026	Jul 24, 2026
Allspring Global Investments Holdings, LLC	History	No change	2,522	221	0.0%	0.0%	676	0	0.0%	Q2 2026	Aug 13, 2026
Curry Webb Wealth Management LLC	History	No change	2,458	221	0.09%	0.09%	677	0	0.0%	Q2 2026	Aug 13, 2026
SIMA Wealth Partners, LLC	History	No change	2,462	221	0.16%	0.16%	678	0	0.0%	Q2 2026	Jul 28, 2026
Medallion Wealth Advisors, LLC	History	No change	2,431	219	0.07%	0.07%	679	0	0.0%	Q2 2026	Aug 14, 2026
CPWA, LLC	History	No change	2,436	219	0.25%	0.25%	680	0	0.0%	Q2 2026	Jul 30, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	History	No change	2,424	218	0.06%	0.06%	681	0	0.0%	Q2 2026	Jul 23, 2026
GFS Advisors, LLC	History	No change	760	217	0.02%	0.02%	682	0	0.0%	Q2 2026	Aug 04, 2026
MBE Wealth Management, LLC	History	No change	2,409	217	0.08%	0.08%	683	0	0.0%	Q2 2026	Jul 24, 2026
ZACKS INVESTMENT MANAGEMENT	History	No change	2,398	216	0.0%	0.0%	684	0	0.0%	Q2 2026	Aug 13, 2026
Outlook Wealth Advisors, LLC	History	No change	2,402	216	0.05%	0.05%	685	0	0.0%	Q2 2026	Aug 03, 2026
Colonial Trust Co / SC	History	No change	2,476	215	0.03%	0.03%	686	0	0.0%	Q2 2026	Aug 11, 2026
Strathmore Capital Advisors, Inc.	History	No change	2,517	215	0.06%	0.06%	687	0	0.0%	Q2 2026	Aug 10, 2026
Fisher Asset Management, LLC	History	No change	2,382	214	0.0%	0.0%	688	0	0.0%	Q2 2026	Aug 04, 2026
BCGM Wealth Management, LLC	History	No change	2,367	213	0.05%	0.05%	689	0	0.0%	Q2 2026	Aug 04, 2026
Cyr Financial Inc.	History	No change	2,357	212	0.11%	0.11%	690	0	0.0%	Q2 2026	Jul 20, 2026
Avantax Planning Partners, Inc.	History	No change	2,337	210	0.01%	0.01%	691	0	0.0%	Q2 2026	Jul 28, 2026
Chicago Wealth Management, Inc.	History	No change	2,341	210	0.07%	0.07%	692	0	0.0%	Q2 2026	Aug 11, 2026
Douglass Winthrop Advisors, LLC	History	No change	2,322	209	0.0%	0.0%	693	0	0.0%	Q2 2026	Aug 13, 2026
Legacy PCG, LLC	History	No change	2,436	209	1.01%	1.01%	694	0	0.0%	Q2 2026	Aug 12, 2026
GK Wealth Management LLC	History	No change	2,323	209	0.11%	0.11%	695	0	0.0%	Q2 2026	Jul 07, 2026
Allen Capital Group, LLC	History	No change	2,300	207	0.02%	0.02%	696	0	0.0%	Q2 2026	Jul 27, 2026
Root Financial Partners, LLC	History	No change	2,299	207	0.01%	0.01%	697	0	0.0%	Q2 2026	Jul 29, 2026
Jump Financial, LLC	History	No change	2,284	205	0.0%	0.0%	698	0	0.0%	Q2 2026	Aug 13, 2026
Moors & Cabot, Inc.	History	No change	2,264	203	0.01%	0.01%	699	0	0.0%	Q2 2026	Aug 10, 2026
Dunhill Financial, LLC	History	No change	2,263	203	0.04%	0.04%	700	0	0.0%	Q2 2026	Aug 07, 2026
DAYMARK WEALTH PARTNERS, LLC	History	No change	2,254	203	0.0%	0.0%	701	0	0.0%	Q2 2026	Jul 31, 2026
Aprio Wealth Management, LLC	History	No change	2,250	202	0.01%	0.01%	702	0	0.0%	Q2 2026	Jul 24, 2026
Harbor Group, Inc.	History	No change	2,242	202	0.02%	0.02%	703	0	0.0%	Q2 2026	Jul 22, 2026
Fifth Third Wealth Advisors LLC	History	No change	2,246	202	0.01%	0.01%	704	0	0.0%	Q2 2026	Jul 17, 2026
Ashton Thomas Private Wealth, LLC	History	No change	2,163	194	0.0%	0.0%	705	0	0.0%	Q2 2026	Jul 29, 2026
FRANKLIN RESOURCES INC	History	No change	2,085	187	0.0%	0.0%	706	0	0.0%	Q2 2026	Aug 13, 2026
Sarver Vrooman Wealth Advisors	History	Added to	2,209	185	0.11%	0.11%	707	+71	3.32%	Q3 2026	Oct 01, 2026
Solstein Capital, LLC	History	No change	2,005	180	0.06%	0.06%	708	0	0.0%	Q2 2026	Aug 12, 2026
BOK Financial Private Wealth, Inc.	History	No change	1,743	157	0.01%	0.01%	709	0	0.0%	Q2 2026	Aug 07, 2026
DHJJ Financial Advisors, Ltd.	History	No change	1,656	149	0.04%	0.04%	710	0	0.0%	Q2 2026	Jul 24, 2026
Portfolio Resources Advisor Group, Inc.	History	No change	1,556	140	0.12%	0.12%	711	0	0.0%	Q2 2026	Jul 29, 2026
VANGUARD ADVISERS INC	History	No change	1,539	138	0.0%	0.0%	712	0	0.0%	Q2 2026	Aug 13, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	1,475	132	0.0%	0.0%	713	0	0.0%	Q2 2026	Aug 06, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	1,403	126	0.01%	0.01%	714	0	0.0%	Q2 2026	Jul 29, 2026
AMERIFLEX GROUP, INC.	History	No change	1,271	114	0.05%	0.05%	715	0	0.0%	Q2 2026	Aug 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	No change	1,243	111	0.0%	0.0%	716	0	0.0%	Q2 2026	Jul 08, 2026
Colonial Trust Advisors	History	No change	1,205	108	0.01%	0.01%	717	0	0.0%	Q2 2026	Aug 11, 2026
CVA Family Office, LLC	History	No change	1,200	108	0.01%	0.01%	718	0	0.0%	Q2 2026	Aug 07, 2026
Creative Capital Management Investments LLC	History	No change	1,170	105	0.02%	0.02%	719	0	0.0%	Q2 2026	Jul 24, 2026
RICHARDS, MERRILL & PETERSON, INC.	History	No change	1,165	104	0.03%	0.03%	720	0	0.0%	Q2 2026	Jul 16, 2026
AlphaCore Capital LLC	History	No change	1,114	100	0.0%	0.0%	721	0	0.0%	Q2 2026	Aug 06, 2026
Independence Bank of Kentucky	History	No change	1,114	100	0.01%	0.01%	722	0	0.0%	Q2 2026	Jul 13, 2026
Atlantic Private Wealth, LLC	History	No change	1,114	100	0.06%	0.06%	723	0	0.0%	Q2 2026	Aug 11, 2026
MTM Investment Management, LLC	History	No change	1,100	99	0.03%	0.03%	724	0	0.0%	Q2 2026	Aug 03, 2026
Federation des caisses Desjardins du Quebec	History	No change	1,030	92	0.0%	0.0%	725	0	0.0%	Q2 2026	Aug 13, 2026
Investment Research & Advisory Group, Inc.	History	No change	1,011	91	0.03%	0.03%	726	0	0.0%	Q2 2026	Jul 23, 2026
Noble Wealth Management PBC	History	No change	1,050	88	0.04%	0.04%	727	0	0.0%	Q3 2026	Oct 01, 2026
Stone House Investment Management, LLC	History	No change	927	83	0.01%	0.01%	728	0	0.0%	Q2 2026	Aug 05, 2026
Pinnacle Bancorp, Inc.	History	No change	927	83	0.02%	0.02%	729	0	0.0%	Q2 2026	Jul 28, 2026
CX Institutional	History	No change	966	81	0.0%	0.0%	730	0	0.0%	Q3 2026	Oct 02, 2026
PlanVest Financial, Inc	History	No change	897	80	0.05%	0.05%	731	0	0.0%	Q2 2026	Aug 10, 2026
ADIRONDACK TRUST CO	History	No change	818	73	0.02%	0.02%	732	0	0.0%	Q2 2026	Jul 16, 2026
Glassman Wealth Services	History	No change	810	72	0.01%	0.01%	733	0	0.0%	Q2 2026	Aug 05, 2026
ARMSTRONG ADVISORY GROUP, INC	History	No change	789	71	0.0%	0.0%	734	0	0.0%	Q2 2026	Jul 13, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	684	62	0.0%	0.0%	735	0	0.0%	Q2 2026	Aug 13, 2026
Salomon & Ludwin, LLC	History	No change	691	61	0.01%	0.01%	736	0	0.0%	Q2 2026	Aug 07, 2026
Signature Equity Partners, LLC	History	No change	651	58	0.03%	0.03%	737	0	0.0%	Q2 2026	Jul 30, 2026
Russell Investments Group, Ltd.	History	No change	629	56	0.0%	0.0%	738	0	0.0%	Q2 2026	Aug 06, 2026
Crewe Advisors LLC	History	No change	628	56	0.0%	0.0%	739	0	0.0%	Q2 2026	Jul 23, 2026
HOWE & RUSLING INC	History	No change	611	55	0.0%	0.0%	740	0	0.0%	Q2 2026	Aug 10, 2026
CENTRICA WEALTH MANAGEMENT, LLC	History	No change	713	55	0.04%	0.04%	741	0	0.0%	Q2 2026	Aug 13, 2026
Luken Investment Analytics, LLC	History	No change	600	54	0.02%	0.02%	742	0	0.0%	Q2 2026	Jul 28, 2026
Center for Financial Planning, Inc.	History	No change	597	53	0.0%	0.0%	743	0	0.0%	Q2 2026	Jul 21, 2026
Private Wealth Asset Management, LLC	History	No change	580	52	0.01%	0.01%	744	0	0.0%	Q2 2026	Aug 11, 2026
SYM FINANCIAL Corp	History	No change	566	50	0.0%	0.0%	745	0	0.0%	Q2 2026	Aug 04, 2026
LGT Financial Advisors LLC	History	No change	557	50	0.26%	0.26%	746	0	0.0%	Q2 2026	Jul 24, 2026
Fourth Dimension Wealth, LLC	History	No change	546	49	0.02%	0.02%	747	0	0.0%	Q2 2026	Jul 31, 2026
TOP Private Wealth LLC.	History	No change	554	49	0.05%	0.05%	748	0	0.0%	Q2 2026	Aug 13, 2026
Continuum Advisory, LLC	History	No change	529	47	0.0%	0.0%	749	0	0.0%	Q2 2026	Aug 06, 2026
REAP Financial Group, LLC	History	No change	532	47	0.01%	0.01%	750	0	0.0%	Q2 2026	Aug 04, 2026
Bogart Wealth, LLC	History	No change	514	46	0.0%	0.0%	751	0	0.0%	Q2 2026	Jul 24, 2026
Oakmont Advisory Group, LLC	History	No change	515	46	0.04%	0.04%	752	0	0.0%	Q2 2026	Aug 03, 2026
Family Capital Trust Co	History	No change	504	45	0.01%	0.01%	753	0	0.0%	Q2 2026	Jul 30, 2026
Truvestments Capital LLC	History	No change	500	45	0.01%	0.01%	754	0	0.0%	Q2 2026	Aug 12, 2026
Spectrum Wealth Advisory Group, LLC	History	No change	490	44	0.01%	0.01%	755	0	0.0%	Q2 2026	Aug 06, 2026
Millstone Evans Group, LLC	History	No change	497	44	0.02%	0.02%	756	0	0.0%	Q2 2026	Aug 11, 2026
HIGHLINE WEALTH PARTNERS LLC	History	No change	493	44	0.01%	0.01%	757	0	0.0%	Q2 2026	Jul 15, 2026
BURKETT FINANCIAL SERVICES, LLC	History	Added to	504	42	0.01%	0.01%	759	+1	0.2%	Q3 2026	Oct 01, 2026
Ancora Advisors LLC	History	No change	475	42	0.0%	0.0%	758	0	0.0%	Q2 2026	Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	462	41	0.0%	0.0%	760	0	0.0%	Q2 2026	Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE	History	No change	400	36	0.01%	0.01%	761	0	0.0%	Q2 2026	Jul 14, 2026
Bernard Wealth Management Corp.	History	No change	389	35	0.01%	0.01%	762	0	0.0%	Q2 2026	Aug 21, 2026
Bell Investment Advisors, Inc	History	No change	369	33	0.0%	0.0%	763	0	0.0%	Q2 2026	Aug 06, 2026
PIN OAK INVESTMENT ADVISORS INC	History	No change	350	32	0.02%	0.02%	764	0	0.0%	Q2 2026	Aug 18, 2026
HOLLENCREST CAPITAL MANAGEMENT	History	No change	353	31	0.0%	0.0%	765	0	0.0%	Q2 2026	Aug 13, 2026
Ascentis Wealth Management, LLC	History	No change	343	30	0.0%	0.0%	766	0	0.0%	Q2 2026	Jul 30, 2026
HUNTINGTON NATIONAL BANK	History	No change	300	27	0.0%	0.0%	767	0	0.0%	Q2 2026	Aug 13, 2026
Anchor Investment Management, LLC	History	No change	287	25	0.0%	0.0%	768	0	0.0%	Q2 2026	Sep 15, 2026
Pacific Center for Financial Services	History	No change	282	25	0.01%	0.01%	769	0	0.0%	Q2 2026	Aug 05, 2026
Park Place Capital Corp	History	No change	281	25	0.0%	0.0%	770	0	0.0%	Q2 2026	Aug 13, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	260	23	0.0%	0.0%	771	0	0.0%	Q2 2026	Aug 07, 2026
FIRST HORIZON CORP	History	No change	255	22	0.0%	0.0%	772	0	0.0%	Q2 2026	Jul 20, 2026
CENTRAL TRUST Co	History	No change	226	20	0.0%	0.0%	773	0	0.0%	Q2 2026	Jul 31, 2026
Cape Investment Advisory, Inc.	History	No change	225	20	0.01%	0.01%	774	0	0.0%	Q2 2026	Jul 23, 2026
SALEM INVESTMENT COUNSELORS INC	History	No change	215	19	0.0%	0.0%	775	0	0.0%	Q2 2026	Jul 14, 2026
Providence Capital Advisors, LLC	History	No change	220	19	0.0%	0.0%	776	0	0.0%	Q2 2026	Aug 11, 2026
Abound Wealth Management	History	No change	189	17	0.0%	0.0%	777	0	0.0%	Q2 2026	Jul 10, 2026
Kilter Group LLC	History	No change	197	17	0.01%	0.01%	778	0	0.0%	Q2 2026	Aug 11, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	History	No change	190	17	0.0%	0.0%	779	0	0.0%	Q2 2026	Aug 07, 2026
Plante Moran Financial Advisors, LLC	History	No change	183	16	0.0%	0.0%	780	0	0.0%	Q2 2026	Aug 06, 2026
Moisand Fitzgerald Tamayo, LLC	History	No change	188	16	0.0%	0.0%	781	0	0.0%	Q2 2026	Jul 13, 2026
Golden State Wealth Management, LLC	History	No change	181	16	0.0%	0.0%	782	0	0.0%	Q2 2026	Jul 22, 2026
WOLFF WIESE MAGANA LLC	History	No change	180	16	0.01%	0.01%	783	0	0.0%	Q2 2026	Jul 13, 2026
CDKV HOLDINGS LLC	History	No change	178	16	0.01%	0.01%	784	0	0.0%	Q2 2026	Jul 30, 2026
Quantbot Technologies LP	History	No change	173	15	0.0%	0.0%	785	0	0.0%	Q2 2026	Aug 12, 2026
SOA Wealth Advisors, LLC.	History	No change	166	14	0.0%	0.0%	786	0	0.0%	Q2 2026	Jul 21, 2026
1620 INVESTMENT ADVISORS, INC.	History	No change	166	14	0.01%	0.01%	787	0	0.0%	Q2 2026	Jul 14, 2026
Community Bank, N.A.	History	No change	155	13	0.0%	0.0%	788	0	0.0%	Q2 2026	Aug 13, 2026
Jackson, Grant Investment Advisers, Inc.	History	No change	151	13	0.0%	0.0%	789	0	0.0%	Q2 2026	Jul 31, 2026
Kingdom Financial Group LLC.	History	No change	146	13	0.0%	0.0%	790	0	0.0%	Q2 2026	Aug 07, 2026
Napier Financial, LLC	History	No change	155	13	0.0%	0.0%	791	0	0.0%	Q2 2026	Jul 31, 2026
FAS Wealth Partners, Inc.	History	No change	141	12	0.0%	0.0%	792	0	0.0%	Q2 2026	Jul 29, 2026
Atlantic Union Bankshares Corp	History	No change	129	11	0.0%	0.0%	793	0	0.0%	Q2 2026	Aug 11, 2026
CHESAPEAKE ASSET MANAGEMENT LLC	History	No change	125	11	0.01%	0.01%	794	0	0.0%	Q2 2026	Aug 04, 2026
Family Manage LLC	History	No change	114	10	0.0%	0.0%	795	0	0.0%	Q2 2026	Aug 14, 2026
MCF Advisors LLC	History	No change	122	10	0.0%	0.0%	796	0	0.0%	Q2 2026	Aug 12, 2026
Cornerstone Planning Group LLC	History	No change	120	10	0.0%	0.0%	797	0	0.0%	Q2 2026	Jul 29, 2026
City State Bank	History	No change	111	10	0.0%	0.0%	798	0	0.0%	Q2 2026	Jul 14, 2026
IMG Wealth Management, Inc.	History	No change	111	10	0.01%	0.01%	799	0	0.0%	Q2 2026	Aug 07, 2026
Wagner Wealth Management, LLC	History	No change	103	9	0.0%	0.0%	800	0	0.0%	Q2 2026	Jul 24, 2026
Centerpoint Advisors, LLC	History	No change	102	9	0.0%	0.0%	801	0	0.0%	Q2 2026	Aug 05, 2026
Nova Wealth Management, Inc.	History	No change	101	9	0.0%	0.0%	802	0	0.0%	Q2 2026	Jul 13, 2026
IMA Advisory Services, Inc.	History	No change	89	8	0.0%	0.0%	803	0	0.0%	Q2 2026	Aug 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC	History	No change	92	8	0.0%	0.0%	804	0	0.0%	Q2 2026	Jul 21, 2026
Bullock Wealth Management Group	History	No change	101	8	0.0%	0.0%	805	0	0.0%	Q2 2026	Aug 19, 2026
BFSG, LLC	History	No change	80	7	0.0%	0.0%	806	0	0.0%	Q2 2026	Jul 20, 2026
BAYBAN	History	No change	87	7	0.01%	0.01%	807	0	0.0%	Q2 2026	Jul 30, 2026
Nemes Rush Group LLC	History	No change	78	6	0.0%	0.0%	808	0	0.0%	Q2 2026	Aug 14, 2026
Hughes Financial Services, LLC	History	No change	70	6	0.0%	0.0%	809	0	0.0%	Q2 2026	Jul 20, 2026
Silver Grove Financial Group, Inc.	History	No change	67	6	0.0%	0.0%	810	0	0.0%	Q2 2026	Aug 13, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	No change	62	5	0.0%	0.0%	811	0	0.0%	Q2 2026	Jul 27, 2026
FWL INVESTMENT MANAGEMENT, LLC	History	No change	62	5	0.0%	0.0%	812	0	0.0%	Q2 2026	Aug 14, 2026
Asset Dedication, LLC	History	No change	52	4	0.0%	0.0%	813	0	0.0%	Q2 2026	Jul 30, 2026
GAMMA Investing LLC	History	No change	54	4	0.0%	0.0%	814	0	0.0%	Q2 2026	Jul 07, 2026
WealthShield Partners, LLC	History	No change	33	2	0.0%	0.0%	815	0	0.0%	Q2 2026	Aug 12, 2026
Versant Capital Management, Inc	History	No change	32	2	0.0%	0.0%	816	0	0.0%	Q3 2026	Oct 01, 2026
SIMS INVESTMENT MANAGEMENT, LLC	History	No change	27	2	0.0%	0.0%	817	0	0.0%	Q2 2026	Jul 21, 2026
Pillar Financial Advisors, LLC	History	No change	23	2	0.0%	0.0%	818	0	0.0%	Q2 2026	Jul 24, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management	History	No change	29	2	0.0%	0.0%	819	0	0.0%	Q2 2026	Aug 11, 2026
LOGAN CAPITAL MANAGEMENT INC	History	No change	14	1	0.0%	0.0%	820	0	0.0%	Q2 2026	Aug 14, 2026
TRUST CO OF VERMONT	History	No change	13	1	0.0%	0.0%	821	0	0.0%	Q2 2026	Aug 07, 2026
Westside Investment Management, Inc.	History	No change	17	1	0.0%	0.0%	822	0	0.0%	Q2 2026	Jul 27, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	History	No change	3	0	—	—	—	0	0.0%	Q2 2026	Jul 24, 2026
BARRETT & COMPANY, INC.	History	No change	6	0	—	—	—	0	0.0%	Q2 2026	Jul 24, 2026
AdvisorNet Financial, Inc	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Jul 23, 2026
Signature Resources Capital Management, LLC	History	No change	3	0	—	—	—	0	0.0%	Q2 2026	Jul 13, 2026
Burk Holdings LLC	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Aug 12, 2026