iSHARES TRUST - SUB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
BANK OF AMERICA CORP /DE/	History	Added to	10,837,871	1,153,908	0.07%	0.08%	1	+303,864	2.88%	Q2 2026	Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	Added to	10,432,746	1,110,774	1.37%	1.45%	2	+1,236,131	13.44%	Q2 2026	Aug 19, 2026
MORGAN STANLEY	History	Reduced	5,576,953	593,778	0.03%	0.04%	3	-339,711	-5.74%	Q2 2026	Aug 13, 2026
Bank of New York Mellon Corp	History	Reduced	4,745,689	505,273	0.08%	0.1%	4	-187,113	-3.79%	Q2 2026	Aug 06, 2026
UBS Group AG	History	Added to	3,083,779	328,329	0.04%	0.05%	5	+169,046	5.8%	Q2 2026	Aug 13, 2026
Creative Planning	History	Added to	2,954,555	314,571	0.18%	0.21%	6	+49,703	1.71%	Q2 2026	Aug 13, 2026
SEI INVESTMENTS CO	History	Added to	2,950,954	314,188	0.28%	0.28%	7	+90,825	3.18%	Q2 2026	Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	Added to	1,551,444	165,182	0.09%	0.1%	8	+8,909	0.58%	Q2 2026	Aug 12, 2026
CITIGROUP INC	History	Added to	1,531,445	163,052	0.05%	0.07%	9	+77,485	5.33%	Q2 2026	Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS	History	Added to	1,388,673	147,852	0.23%	0.24%	10	+91,945	7.09%	Q2 2026	Aug 13, 2026
FRANKLIN RESOURCES INC	History	Reduced	1,225,020	130,427	0.03%	0.03%	11	-56,023	-4.37%	Q2 2026	Aug 13, 2026
AMERIPRISE FINANCIAL INC	History	Added to	1,139,510	121,281	0.02%	0.03%	12	+91,048	8.68%	Q2 2026	Aug 14, 2026
LPL Financial LLC	History	Reduced	1,024,779	109,108	0.02%	0.03%	13	-12,417	-1.2%	Q2 2026	Aug 07, 2026
GOLDMAN SACHS GROUP INC	History	Added to	953,664	101,536	0.01%	0.0%	14	+549,221	135.8%	Q2 2026	Aug 14, 2026
Robinhood Asset Management, LLC	History	Added to	901,267	95,957	5.13%	5.83%	15	+146,000	19.33%	Q2 2026	Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC	History	Reduced	856,767	91,217	0.02%	0.02%	16	-4,624	-0.54%	Q2 2026	Sep 23, 2026
Mariner, LLC	History	Reduced	850,660	90,569	0.1%	0.11%	17	-33,147	-3.75%	Q2 2026	Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	Reduced	813,111	86,571	0.3%	0.33%	18	-4,802	-0.59%	Q2 2026	Aug 10, 2026
Focus Partners Wealth	History	Added to	751,428	80,004	0.08%	0.07%	19	+157,883	26.6%	Q2 2026	Aug 12, 2026
RAYMOND JAMES FINANCIAL INC	History	Added to	742,589	79,063	0.02%	0.02%	20	+108,402	17.09%	Q2 2026	Aug 14, 2026
Salomon & Ludwin, LLC	History	Added to	726,711	77,317	6.36%	6.81%	21	+15,623	2.2%	Q2 2026	Aug 07, 2026
NISA INVESTMENT ADVISORS, LLC	History	Reduced	675,290	71,898	0.22%	0.27%	22	-4,200	-0.62%	Q2 2026	Aug 10, 2026
BANK OF MONTREAL /CAN/	History	Reduced	624,527	66,493	0.02%	0.03%	23	-8,257	-1.3%	Q2 2026	Aug 12, 2026
ROYAL BANK OF CANADA	History	Added to	590,539	62,874	0.01%	0.01%	24	+3,180	0.54%	Q2 2026	Aug 14, 2026
JPMORGAN CHASE & CO	History	Reduced	567,623	60,446	0.0%	0.0%	25	-35,951	-5.96%	Q2 2026	Aug 12, 2026
Heritage Investment Group, Inc.	History	Added to	551,509	58,719	7.89%	8.72%	26	+10,499	1.94%	Q2 2026	Jul 29, 2026
Allworth Financial LP	History	Reduced	528,122	56,229	0.24%	0.26%	27	-68,377	-11.46%	Q2 2026	Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Reduced	526,793	56,087	0.07%	0.08%	28	-13,316	-2.47%	Q2 2026	Jul 29, 2026
Cerity Partners LLC	History	Reduced	492,533	52,439	0.06%	0.08%	29	-25,707	-4.96%	Q2 2026	Aug 14, 2026
Truepoint, Inc.	History	Added to	460,655	49,045	1.02%	1.07%	30	+11,890	2.65%	Q2 2026	Jul 31, 2026
US BANCORP \DE\	History	Reduced	453,380	48,271	0.05%	0.06%	31	-23,386	-4.91%	Q2 2026	Aug 12, 2026
WELLS FARGO & COMPANY/MN	History	Reduced	443,202	47,187	0.01%	0.01%	32	-513	-0.12%	Q2 2026	Aug 14, 2026
HighTower Advisors, LLC	History	Added to	433,650	46,170	0.04%	0.05%	33	+12,411	2.95%	Q2 2026	Aug 05, 2026
Orion Porfolio Solutions, LLC	History	Added to	422,365	44,969	0.34%	0.33%	34	+55,451	15.11%	Q2 2026	Aug 14, 2026
WIT, LLC	History	No change	418,588	44,567	0.71%	0.84%	35	0	0.0%	Q2 2026	Aug 14, 2026
Apella Capital, LLC	History	Reduced	415,416	44,150	0.62%	0.66%	36	-3,060	-0.73%	Q2 2026	Jul 08, 2026
Crestwood Advisors Group, LLC	History	Reduced	396,595	42,225	0.63%	0.78%	37	-37,513	-8.64%	Q2 2026	Aug 03, 2026
STIFEL FINANCIAL CORP	History	Added to	359,789	38,306	0.03%	0.03%	38	+60,976	20.41%	Q2 2026	Aug 12, 2026
Cetera Investment Advisers	History	Added to	351,387	37,412	0.03%	0.04%	39	+23,831	7.28%	Q2 2026	Aug 12, 2026
Beacon Pointe Advisors, LLC	History	Reduced	343,233	36,544	0.17%	0.22%	40	-41,982	-10.9%	Q2 2026	Aug 18, 2026
TIAA Wealth Investment Management LLC	History	Reduced	339,158	36,110	0.24%	0.32%	41	-48,364	-12.48%	Q2 2026	Aug 10, 2026
EP Wealth Advisors, LLC	History	Added to	338,887	36,081	0.14%	0.13%	42	+87,259	34.68%	Q2 2026	Aug 11, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	Added to	337,842	35,970	0.43%	0.38%	43	+78,488	30.26%	Q2 2026	Aug 07, 2026
DGS Capital Management, LLC	History	No change	330,165	35,162	5.77%	5.77%	44	0	0.0%	Q1 2026	Apr 28, 2026
Merit Financial Group, LLC	History	Added to	323,060	34,396	0.21%	0.19%	45	+81,554	33.77%	Q2 2026	Jul 20, 2026
RMR Wealth Builders	History	Added to	313,220	33,348	2.07%	2.47%	46	+18,583	6.31%	Q2 2026	Jul 24, 2026
Rockefeller Capital Management L.P.	History	Added to	310,995	33,111	0.05%	0.06%	47	+2,762	0.9%	Q2 2026	Aug 13, 2026
Willis Johnson & Associates, Inc.	History	Added to	290,740	30,955	1.72%	1.76%	48	+7,697	2.72%	Q2 2026	Aug 13, 2026
Modera Wealth Management, LLC	History	Added to	288,254	30,690	0.33%	0.35%	49	+12,854	4.67%	Q2 2026	Aug 03, 2026
Glenview Trust Co	History	Added to	285,927	30,442	0.42%	0.44%	50	+22,768	8.65%	Q2 2026	Aug 18, 2026
Bear Mountain Capital, Inc.	History	Added to	282,429	30,008	8.69%	8.31%	51	+23,471	9.06%	Q2 2026	Jul 20, 2026
Gross & Hartman Investments LLC	History	Added to	281,424	29,963	13.23%	15.32%	52	+4,769	1.72%	Q2 2026	Aug 13, 2026
OSAIC HOLDINGS, INC.	History	Added to	278,430	29,649	0.03%	0.03%	53	+68,173	32.42%	Q2 2026	Aug 14, 2026
CIBC Bancorp USA Inc.	History	Added to	276,817	29,338	0.04%	0.04%	54	+27,627	11.09%	Q2 2026	Aug 13, 2026
CAHABA WEALTH MANAGEMENT, INC.	History	Added to	270,064	28,753	1.73%	1.87%	55	+10,954	4.23%	Q2 2026	Jul 31, 2026
RITHOLTZ WEALTH MANAGEMENT	History	Reduced	267,213	28,450	0.42%	0.5%	56	-4,043	-1.49%	Q2 2026	Aug 11, 2026
Freestone Capital Holdings, LLC	History	Added to	265,422	28,259	0.73%	0.76%	57	+31,518	13.47%	Q2 2026	Jul 31, 2026
Abundance Wealth Counselors	History	Added to	263,074	28,009	1.82%	1.89%	58	+139,220	112.41%	Q2 2026	Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP	History	Added to	255,556	27,193	0.01%	0.01%	59	+42,258	19.81%	Q2 2026	Aug 14, 2026
LVW Advisors, LLC	History	Added to	253,970	27,040	2.34%	2.34%	60	+23,629	10.26%	Q2 2026	Jul 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Added to	254,562	26,647	0.04%	0.04%	61	+56,750	28.69%	Q2 2026	Jul 15, 2026
OLD NATIONAL BANCORP /IN/	History	Reduced	244,497	26,031	0.52%	0.47%	62	-17,855	-6.81%	Q2 2026	Jul 15, 2026
BIP Wealth, LLC	History	Added to	239,389	25,487	0.72%	0.41%	63	+143,717	150.22%	Q2 2026	Aug 03, 2026
Safe Harbor Family Capital, LLC	History	Added to	234,813	25,000	16.7%	19.27%	64	+3,532	1.53%	Q2 2026	Aug 10, 2026
GAMMA Investing LLC	History	Added to	221,849	23,620	0.88%	0.89%	65	+42,291	23.55%	Q2 2026	Jul 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	Reduced	211,051	22,470	0.0%	0.01%	66	-161,757	-43.39%	Q2 2026	Aug 13, 2026
MATHER GROUP, LLC.	History	Added to	205,542	21,884	0.19%	0.21%	67	+7,842	3.97%	Q2 2026	Jul 27, 2026
FIFTH THIRD BANCORP	History	Reduced	202,850	21,597	0.04%	0.05%	68	-28,530	-12.33%	Q2 2026	Aug 05, 2026
Legacy Edge Advisors, LLC	History	Added to	199,011	21,188	1.95%	2.19%	69	+3,057	1.56%	Q2 2026	Aug 11, 2026
Ascent Group, LLC	History	Added to	192,334	20,477	0.61%	0.69%	70	+4,502	2.4%	Q2 2026	Aug 03, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP	History	Reduced	189,853	20,213	0.71%	0.89%	71	-32,420	-14.59%	Q2 2026	Aug 13, 2026
Alesco Advisors, LLC, An ESL Co	History	Added to	189,555	20,181	0.46%	0.47%	72	+15,707	9.03%	Q2 2026	Aug 05, 2026
Carnegie Investment Counsel	History	Reduced	183,174	19,502	0.39%	0.4%	73	-7,446	-3.91%	Q2 2026	Jul 30, 2026
Members Trust Co	History	Reduced	182,646	19,446	0.61%	0.66%	74	-4,622	-2.47%	Q2 2026	Jul 31, 2026
Betterment LLC	History	Reduced	182,548	19,436	0.03%	0.04%	75	-4,287	-2.29%	Q2 2026	Aug 14, 2026
ARKANSAS FINANCIAL GROUP, INC.	History	Reduced	174,286	18,556	2.42%	2.6%	76	-965	-0.55%	Q2 2026	Jul 20, 2026
One Capital Management, LLC	History	No change	171,415	18,255	0.51%	0.5%	77	0	0.0%	Q2 2026	Aug 13, 2026
Janney Montgomery Scott LLC	History	Added to	169,073	18,001	0.03%	0.03%	78	+47,072	38.58%	Q2 2026	Aug 05, 2026
BANK OF HAWAII	History	Added to	169,036	17,997	0.89%	0.82%	79	+22,700	15.51%	Q2 2026	Aug 13, 2026
BROWN WEALTH MANAGEMENT, LLC	History	Added to	168,105	17,898	4.0%	4.25%	80	+12,707	8.18%	Q2 2026	Jul 20, 2026
Ellevest, Inc.	History	Added to	166,205	17,693	2.09%	2.44%	81	+1,771	1.08%	Q2 2026	Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC	History	Added to	159,941	17,028	0.31%	0.33%	82	+10,419	6.97%	Q2 2026	Aug 04, 2026
MML INVESTORS SERVICES, LLC	History	Added to	154,022	16,398	0.03%	0.03%	83	+42,186	37.72%	Q2 2026	Aug 07, 2026
FIRST NATIONAL BANK OF OMAHA	History	Added to	152,477	16,237	0.46%	0.44%	84	+19,246	14.45%	Q2 2026	Aug 07, 2026
Prime Capital Investment Advisors, LLC	History	Added to	150,565	16,030	0.16%	0.18%	85	+3,552	2.42%	Q2 2026	Aug 05, 2026
Dakota Wealth Management	History	Added to	149,771	15,946	0.3%	0.34%	86	+1,951	1.32%	Q2 2026	Aug 07, 2026
ASSETMARK, INC	History	Added to	148,456	15,806	0.03%	0.01%	87	+103,378	229.33%	Q2 2026	Jul 30, 2026
PEAPACK GLADSTONE FINANCIAL CORP	History	Added to	147,760	15,732	0.18%	0.2%	88	+2,682	1.85%	Q2 2026	Aug 14, 2026
Wealthcare Advisory Partners LLC	History	Added to	146,517	15,599	0.3%	0.24%	89	+30,413	26.19%	Q2 2026	Jul 09, 2026
Brookstone Capital Management	History	Added to	144,483	15,383	0.15%	0.15%	90	+19,641	15.73%	Q2 2026	Jul 15, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC	History	Reduced	141,844	15,102	1.15%	1.3%	91	-3,506	-2.41%	Q2 2026	Jul 16, 2026
Slow Capital, Inc.	History	Reduced	140,107	14,917	1.74%	1.95%	92	-1,201	-0.85%	Q2 2026	Jul 22, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	History	Added to	134,998	14,373	0.87%	1.01%	93	+4,694	3.6%	Q2 2026	Jul 31, 2026
Oak Harvest Investment Services	History	Added to	130,615	13,906	1.3%	1.38%	94	+6,553	5.28%	Q2 2026	Jul 24, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	Added to	124,417	13,246	0.16%	0.19%	95	+3,547	2.93%	Q2 2026	Aug 06, 2026
CX Institutional	History	Added to	120,284	12,807	0.37%	0.01%	96	+117,626	4425.36%	Q2 2026	Jul 01, 2026
Quent Capital, LLC	History	Added to	119,828	12,758	0.78%	0.79%	97	+14,722	14.01%	Q2 2026	Aug 07, 2026
Sequoia Financial Advisors, LLC	History	Reduced	118,563	12,623	0.06%	0.07%	98	-4,910	-3.98%	Q2 2026	Jul 17, 2026
M&T BANK CORP	History	Added to	117,953	12,558	0.04%	0.04%	99	+5,864	5.23%	Q2 2026	Aug 04, 2026
Sanctuary Advisors, LLC	History	Added to	117,929	12,555	0.06%	0.06%	100	+17,270	17.16%	Q2 2026	Aug 13, 2026
Elequin Capital, LP	History	New	117,318	12,490	0.37%	—	101	+117,318	New	Q2 2026	Aug 13, 2026
Grove Bank & Trust	History	Added to	116,994	12,456	1.24%	1.39%	102	+1,588	1.38%	Q2 2026	Jul 07, 2026
Smithfield Trust Co	History	Reduced	116,865	12,444	0.5%	0.55%	103	-2,327	-1.95%	Q2 2026	Aug 05, 2026
PDS Planning, Inc	History	Added to	115,118	12,256	0.71%	0.79%	104	+3,281	2.93%	Q2 2026	Aug 05, 2026
MBL Wealth, LLC	History	Reduced	114,114	12,149	0.83%	0.96%	105	-4,407	-3.72%	Q2 2026	Jul 15, 2026
PARK AVENUE SECURITIES LLC	History	Added to	114,097	12,148	0.08%	0.08%	106	+12,019	11.77%	Q2 2026	Jul 20, 2026
MidFirst Bank	History	Added to	113,968	12,134	0.86%	0.91%	107	+10,589	10.24%	Q2 2026	Aug 07, 2026
Partners in Financial Planning	History	Added to	110,184	11,731	1.78%	1.81%	108	+7,983	7.81%	Q2 2026	Aug 10, 2026
Mesirow Financial Investment Management, Inc.	History	Reduced	109,571	11,666	0.18%	0.19%	109	-1,917	-1.72%	Q2 2026	Jul 22, 2026
Kestra Advisory Services, LLC	History	Added to	107,608	11,456	0.04%	0.04%	110	+4,435	4.3%	Q2 2026	Jul 28, 2026
Quantinno Capital Management LP	History	Reduced	107,339	11,428	0.01%	0.02%	111	-7,413	-6.46%	Q2 2026	Aug 13, 2026
Cambridge Investment Research Advisors, Inc.	History	Added to	106,414	11,330	0.03%	0.02%	112	+20,066	23.24%	Q2 2026	Jul 27, 2026
Aaron Wealth Advisors LLC	History	Added to	105,380	11,219	0.57%	0.61%	113	+4,327	4.28%	Q2 2026	Jul 16, 2026
BAILARD, INC.	History	Reduced	104,008	11,073	0.23%	0.43%	114	-70,624	-40.44%	Q2 2026	Jul 30, 2026
Baird Financial Group, Inc.	History	Added to	101,627	10,820	0.01%	0.02%	115	+7,953	8.49%	Q2 2026	Aug 12, 2026
Altiora Financial Group, LLC	History	Reduced	98,775	10,516	1.66%	1.79%	116	-3,422	-3.35%	Q2 2026	Aug 07, 2026
Zhang Financial LLC	History	Added to	98,577	10,495	0.31%	0.27%	117	+25,995	35.81%	Q2 2026	Jul 30, 2026
Integrated Wealth Concepts LLC	History	Added to	96,849	10,311	0.07%	0.07%	118	+8,589	9.73%	Q2 2026	Sep 08, 2026
TD Capital Management LLC	History	Reduced	96,298	10,252	0.84%	1.06%	119	-14,753	-13.28%	Q2 2026	Aug 06, 2026
CHOREO, LLC	History	Reduced	96,185	10,240	0.11%	0.13%	120	-510	-0.53%	Q2 2026	Aug 04, 2026
Central Pacific Bank - Trust Division	History	Added to	95,358	10,152	1.03%	0.04%	121	+92,190	2910.04%	Q2 2026	Jul 07, 2026
Financial Solutions Advisory Group, Inc.	History	Reduced	95,054	10,097	1.28%	1.47%	122	-4,652	-4.67%	Q2 2026	Jul 13, 2026
NICOLET BANKSHARES INC	History	Added to	94,184	10,017	0.32%	0.3%	123	+16,651	21.48%	Q2 2026	Aug 11, 2026
Waterway Wealth Management, LLC	History	Reduced	93,110	9,913	2.02%	2.37%	124	-7,623	-7.57%	Q2 2026	Jul 13, 2026
Joel Isaacson & Co., LLC	History	Added to	92,348	9,832	0.28%	0.26%	125	+19,313	26.44%	Q2 2026	Aug 04, 2026
Savvy Advisors, Inc.	History	Added to	89,241	9,501	0.2%	0.23%	126	+7,609	9.32%	Q2 2026	Aug 03, 2026
Vestmark Advisory Solutions, Inc.	History	Added to	85,677	9,122	0.09%	0.1%	127	+4,237	5.2%	Q2 2026	Aug 14, 2026
Savant Capital, LLC	History	Added to	84,558	8,993	0.03%	0.03%	128	+22,840	37.01%	Q2 2026	Aug 10, 2026
Corient Private Wealth LP	History	Reduced	83,080	8,845	0.01%	0.02%	129	-16,049	-16.19%	Q2 2026	Aug 27, 2026
NewEdge Advisors, LLC	History	Added to	80,823	8,605	0.03%	0.03%	130	+3,083	3.97%	Q2 2026	Aug 12, 2026
Bragg Financial Advisors, Inc	History	Added to	80,646	8,586	0.23%	0.24%	131	+8,910	12.42%	Q2 2026	Aug 12, 2026
CONDOR CAPITAL MANAGEMENT	History	Added to	78,971	8,408	0.63%	0.69%	132	+1,407	1.81%	Q2 2026	Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	Added to	78,499	8,357	0.09%	0.08%	133	+13,953	21.62%	Q2 2026	Jul 28, 2026
World Investment Advisors	History	Reduced	78,041	8,311	0.14%	0.13%	134	-23	-0.03%	Q2 2026	Aug 13, 2026
SHEETS SMITH WEALTH MANAGEMENT	History	Reduced	76,061	8,098	0.81%	1.24%	135	-27,293	-26.41%	Q2 2026	Jul 13, 2026
Brio Consultants, LLC	History	Added to	75,986	8,090	0.95%	0.94%	136	+3,620	5.0%	Q2 2026	Aug 12, 2026
CAMBIENT FAMILY OFFICE, LLC	History	Added to	75,455	8,033	0.99%	0.56%	137	+37,597	99.31%	Q2 2026	Aug 13, 2026
JFS WEALTH ADVISORS, LLC	History	Reduced	74,471	7,928	0.4%	0.51%	138	-11,232	-13.11%	Q2 2026	Jul 10, 2026
Elmwood Wealth Management, Inc.	History	Reduced	72,656	7,735	1.93%	2.23%	139	-3,040	-4.02%	Q2 2026	Jul 07, 2026
Investment Research Partners LLC	History	Reduced	72,397	7,708	2.61%	3.92%	140	-18,097	-20.0%	Q2 2026	Aug 04, 2026
FourThought Financial Partners, LLC	History	Added to	71,745	7,638	0.59%	0.53%	141	+14,204	24.69%	Q2 2026	Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	Added to	71,501	7,612	0.0%	0.0%	142	+68,045	1968.89%	Q2 2026	Aug 14, 2026
SageView Advisory Group, LLC	History	Reduced	70,883	7,546	0.25%	0.28%	143	-442	-0.62%	Q2 2026	Aug 10, 2026
Clearwater Capital Advisors, LLC	History	Added to	70,520	7,508	0.55%	0.61%	144	+90	0.13%	Q2 2026	Aug 06, 2026
LAZARD ASSET MANAGEMENT LLC	History	Added to	69,755	7,426	0.01%	0.0%	145	+49,450	243.54%	Q2 2026	Aug 14, 2026
Chesley Taft & Associates LLC	History	Reduced	69,722	7,423	0.29%	0.31%	146	-25	-0.04%	Q2 2026	Jul 08, 2026
AUA CAPITAL MANAGEMENT, LLC	History	Reduced	67,195	7,154	3.32%	3.67%	147	-182	-0.27%	Q2 2026	Jul 29, 2026
Northeast Financial Group, Inc.	History	No change	66,914	7,127	1.76%	1.76%	148	0	0.0%	Q1 2026	May 15, 2026
DEUTSCHE BANK AG\	History	Reduced	66,079	7,035	0.0%	0.0%	149	-431	-0.65%	Q2 2026	Aug 07, 2026
Syntegra Private Wealth Group, LLC	History	Added to	65,984	7,025	0.54%	0.5%	150	+16,519	33.4%	Q2 2026	Jul 15, 2026
Wedmont Private Capital	History	Added to	65,948	7,011	0.19%	0.05%	151	+52,135	377.43%	Q2 2026	Jul 13, 2026
Summit Financial, LLC	History	Added to	65,788	7,004	0.08%	0.09%	152	+514	0.79%	Q2 2026	Aug 12, 2026
Ackerman Capital Advisors, LLC	History	Reduced	64,033	6,817	1.37%	1.45%	153	-2,586	-3.88%	Q2 2026	Jul 30, 2026
Cascade Financial Partners, LLC	History	Added to	63,633	6,775	0.59%	0.54%	154	+14,601	29.78%	Q2 2026	Aug 04, 2026
REGIONS FINANCIAL CORP	History	Added to	63,085	6,716	0.04%	0.04%	155	+2,693	4.46%	Q2 2026	Aug 10, 2026
Stratos Wealth Partners, LTD.	History	Added to	62,942	6,701	0.07%	0.07%	156	+7,475	13.48%	Q2 2026	Aug 11, 2026
Single Point Partners, LLC	History	Reduced	62,504	6,654	1.17%	1.34%	157	-674	-1.07%	Q2 2026	Jul 16, 2026
Integrated Advisors Network LLC	History	Added to	61,637	6,562	0.3%	0.29%	158	+9,375	17.94%	Q2 2026	Aug 11, 2026
Meridian Wealth Partners, LLC	History	Reduced	61,596	6,558	0.79%	1.02%	159	-8,113	-11.64%	Q2 2026	Aug 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION	History	Reduced	61,305	6,527	0.39%	0.48%	160	-13,134	-17.64%	Q2 2026	Aug 10, 2026
NATIXIS ADVISORS, LLC	History	Added to	60,900	6,484	0.01%	0.01%	161	+3,433	5.97%	Q2 2026	Aug 14, 2026
Kings Path Partners LLC	History	Added to	59,412	6,325	1.68%	0.64%	162	+41,928	239.81%	Q2 2026	Jul 14, 2026
TOBIAS FINANCIAL ADVISORS, INC.	History	Reduced	59,096	6,291	0.8%	1.05%	163	-11,847	-16.7%	Q2 2026	Aug 25, 2026
Opus Capital Group, LLC	History	Reduced	58,077	6,183	0.6%	0.71%	164	-4,153	-6.67%	Q2 2026	Jul 31, 2026
Waverly Advisors, LLC	History	Added to	57,827	6,156	0.04%	0.04%	165	+2,245	4.04%	Q2 2026	Aug 14, 2026
HUB Investment Partners, LLC	History	Added to	56,968	6,065	0.11%	0.14%	166	+1,472	2.65%	Q2 2026	Jul 31, 2026
DURANTE & WATERS, LLC	History	Added to	56,868	6,054	3.97%	4.07%	167	+4,088	7.75%	Q2 2026	Aug 10, 2026
CITADEL ADVISORS LLC	History	Added to	56,606	6,026	0.0%	0.0%	168	+27,428	94.0%	Q2 2026	Sep 02, 2026
FIRST AMERICAN TRUST, FSB	History	Added to	56,371	6,001	0.36%	0.31%	169	+13,089	30.24%	Q2 2026	Aug 10, 2026
AMG National Trust Bank	History	Added to	56,058	5,968	0.12%	0.11%	170	+8,285	17.34%	Q2 2026	Aug 06, 2026
PRESILIUM PRIVATE WEALTH, LLC	History	Added to	55,973	5,959	0.91%	0.99%	171	+3,099	5.86%	Q2 2026	Jul 22, 2026
Morton Brown Family Wealth, LLC	History	Added to	55,545	5,913	1.34%	1.55%	172	+444	0.81%	Q2 2026	Jul 21, 2026
Lutz Financial Services LLC	History	Reduced	55,231	5,880	0.36%	0.41%	173	-2,110	-3.68%	Q2 2026	Aug 05, 2026
Triad Wealth Partners, LLC	History	Added to	54,459	5,770	0.34%	0.22%	174	+27,900	105.05%	Q2 2026	Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	Reduced	53,968	5,744	0.03%	0.04%	175	-1,543	-2.78%	Q2 2026	Aug 14, 2026
SIGNET FINANCIAL MANAGEMENT, LLC	History	No change	53,560	5,704	0.64%	0.64%	176	0	0.0%	Q1 2026	May 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	Added to	52,643	5,604	0.08%	0.1%	177	+44	0.08%	Q2 2026	Jul 14, 2026
Valmark Advisers, Inc.	History	Added to	52,409	5,579	0.06%	0.06%	178	+6,501	14.16%	Q2 2026	Aug 06, 2026
ANDERSON HOAGLAND & CO	History	Reduced	51,678	5,502	0.43%	0.48%	179	-449	-0.86%	Q2 2026	Jul 06, 2026
Apex Wealth Management, LLC	History	Added to	51,444	5,477	3.35%	3.66%	180	+1,341	2.68%	Q2 2026	Aug 11, 2026
Larson Financial Group LLC	History	Reduced	51,294	5,461	0.14%	0.2%	181	-8,571	-14.32%	Q2 2026	Aug 14, 2026
Perigon Wealth Management, LLC	History	Added to	50,778	5,406	0.09%	0.09%	182	+3,832	8.16%	Q2 2026	Aug 07, 2026
Life Planning Partners, Inc	History	Reduced	50,465	5,373	3.99%	4.44%	183	-4,117	-7.54%	Q2 2026	Jul 21, 2026
Advisory Services Network, LLC	History	Added to	50,446	5,371	0.06%	0.04%	184	+22,068	77.76%	Q2 2026	Aug 12, 2026
Prospera Financial Services Inc	History	Added to	50,328	5,358	0.08%	0.08%	185	+2,326	4.85%	Q2 2026	Jul 15, 2026
Pine Harbor Wealth Management, LLC	History	Added to	50,312	5,356	1.43%	1.59%	186	+349	0.7%	Q2 2026	Aug 13, 2026
Symmetry Partners, LLC	History	Added to	49,934	5,316	0.27%	0.28%	187	+3,137	6.7%	Q2 2026	Jul 23, 2026
CWM, LLC	History	No change	49,746	5,297	0.01%	0.01%	188	0	0.0%	Q1 2026	May 14, 2026
McNamara Financial Services, Inc.	History	Reduced	49,407	5,260	0.91%	1.0%	189	-70	-0.14%	Q2 2026	Jul 22, 2026
Private Wealth Management Group, LLC	History	Added to	49,225	5,240	1.22%	1.36%	190	+652	1.34%	Q2 2026	Jul 27, 2026
Rockwood Wealth Management, LLC	History	Reduced	48,970	5,213	0.33%	0.41%	191	-5,066	-9.38%	Q2 2026	Jul 13, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	Added to	48,802	5,195	0.0%	0.0%	192	+1,181	2.48%	Q2 2026	Aug 07, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	History	Reduced	48,467	5,160	0.07%	0.08%	193	-4,486	-8.47%	Q2 2026	Jul 15, 2026
GREENLEAF TRUST	History	Reduced	48,402	5,153	0.05%	0.05%	194	-1,386	-2.78%	Q2 2026	Jul 21, 2026
Composition Wealth, LLC	History	Reduced	47,978	5,108	0.06%	0.08%	195	-6,639	-12.16%	Q2 2026	Jul 22, 2026
VOISARD ASSET MANAGEMENT GROUP, INC.	History	Reduced	47,760	5,085	0.96%	1.09%	196	-332	-0.69%	Q2 2026	Jul 13, 2026
XML Financial, LLC	History	Added to	47,680	5,076	0.37%	0.41%	197	+73	0.15%	Q2 2026	Jul 24, 2026
Wealthfront Advisers LLC	History	Added to	47,674	5,075	0.01%	0.0%	198	+29,012	155.46%	Q2 2026	Aug 07, 2026
Wealthspire Advisors, LLC	History	Reduced	47,550	5,062	0.03%	0.04%	199	-564	-1.17%	Q2 2026	Aug 11, 2026
Root Financial Partners, LLC	History	Added to	46,531	4,954	0.19%	0.17%	200	+11,204	31.72%	Q2 2026	Jul 29, 2026
GWN SECURITIES INC.	History	Reduced	45,186	4,810	0.8%	1.01%	201	-4,372	-8.82%	Q2 2026	Aug 05, 2026
Farther Finance Advisors, LLC	History	Added to	45,065	4,798	0.04%	0.04%	202	+4,924	12.27%	Q2 2026	Jul 17, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC	History	Added to	44,831	4,773	0.59%	0.69%	203	+117	0.26%	Q2 2026	Jul 09, 2026
INVESTED ADVISORS	History	Reduced	44,469	4,734	4.19%	4.89%	204	-1,020	-2.24%	Q2 2026	Aug 04, 2026
SENTINEL WEALTH MANAGEMENT, INC.	History	Reduced	44,449	4,732	3.34%	3.87%	205	-1,010	-2.22%	Q2 2026	Aug 10, 2026
Avantax Planning Partners, Inc.	History	Reduced	43,970	4,681	0.12%	0.13%	206	-2,146	-4.65%	Q2 2026	Jul 28, 2026
GERMAN AMERICAN BANCORP, INC.	History	Added to	43,859	4,669	0.35%	0.34%	207	+7,088	19.28%	Q2 2026	Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	Added to	42,765	4,553	0.07%	0.08%	208	+2,748	6.87%	Q2 2026	Aug 10, 2026
Financial Plan, Inc.	History	Added to	42,464	4,521	0.43%	0.38%	209	+9,375	28.33%	Q2 2026	Aug 14, 2026
LJI Wealth Management, LLC	History	Added to	41,440	4,412	0.62%	0.68%	210	+1,425	3.56%	Q2 2026	Jul 31, 2026
TRUIST FINANCIAL CORP	History	Reduced	41,435	4,411	0.01%	0.01%	211	-11,814	-22.19%	Q2 2026	Jul 28, 2026
Focus Partners Advisor Solutions, LLC	History	Added to	41,354	4,402	0.04%	0.04%	212	+2,836	7.36%	Q2 2026	Aug 06, 2026
Greenspring Advisors, LLC	History	Reduced	41,253	4,392	0.24%	0.27%	213	-372	-0.89%	Q2 2026	Aug 11, 2026
BWM Planning, LLC	History	Added to	40,832	4,347	1.01%	1.02%	214	+4,476	12.31%	Q2 2026	Jul 23, 2026
Baron Financial Group, LLC	History	Reduced	40,800	4,343	2.07%	2.35%	215	-130	-0.32%	Q2 2026	Jul 09, 2026
ALLSTATE CORP	History	Reduced	40,156	4,275	0.04%	1.19%	216	-1,007,428	-96.17%	Q2 2026	Aug 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	History	No change	39,850	4,242	0.22%	0.23%	217	0	0.0%	Q2 2026	Aug 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP	History	Reduced	39,712	4,228	0.02%	0.02%	218	-885	-2.18%	Q2 2026	Aug 10, 2026
BCO Wealth Management LLC	History	Added to	39,461	4,201	2.29%	2.38%	219	+2,295	6.17%	Q2 2026	Jul 14, 2026
Mayflower Financial Advisors, LLC	History	Reduced	39,299	4,184	0.36%	0.52%	220	-1,039	-2.58%	Q2 2026	Jul 09, 2026
Mullooly Asset Management, Inc.	History	Added to	38,838	4,135	1.27%	1.52%	221	+31	0.08%	Q2 2026	Aug 05, 2026
Sanchez Levi Garrett	History	Added to	38,400	4,088	2.22%	2.55%	222	+164	0.43%	Q2 2026	Aug 14, 2026
Fisher Asset Management, LLC	History	Reduced	38,376	4,085	0.0%	0.0%	223	-3,559	-8.49%	Q2 2026	Aug 04, 2026
Charles Schwab Trust Co	History	Added to	38,157	4,062	0.23%	0.24%	224	+3,842	11.2%	Q2 2026	Jul 10, 2026
BLAIR WILLIAM & CO/IL	History	Added to	38,046	4,050	0.01%	0.01%	225	+1,276	3.47%	Q2 2026	Aug 11, 2026
Manhattan West Asset Management, LLC	History	Added to	37,944	4,039	0.67%	0.79%	226	+72	0.19%	Q2 2026	Aug 11, 2026
Curbstone Financial Management Corp	History	Reduced	37,650	4,008	0.68%	0.82%	227	-2,810	-6.95%	Q2 2026	Jul 14, 2026
Prosperity Planning, Inc.	History	Added to	37,536	3,996	0.92%	1.01%	228	+261	0.7%	Q2 2026	Jul 10, 2026
Diversified Portfolios, Inc.	History	Reduced	37,462	3,988	0.29%	0.38%	229	-5,702	-13.21%	Q2 2026	Aug 04, 2026
Dynamic Advisor Solutions LLC	History	Added to	37,064	3,946	0.11%	0.11%	230	+2,948	8.64%	Q2 2026	Jul 07, 2026
1015 Capital Partners, LLC	History	Added to	36,323	3,867	3.24%	3.61%	231	+1,425	4.08%	Q2 2026	Jul 21, 2026
NORTH DALLAS BANK & TRUST CO	History	Added to	36,206	3,854	2.28%	2.42%	232	+2,595	7.72%	Q2 2026	Jul 13, 2026
Alhambra Investment Management LLC	History	Added to	35,827	3,814	1.66%	1.74%	233	+406	1.15%	Q2 2026	Jul 16, 2026
Wealth Architects, LLC	History	Added to	35,616	3,792	0.3%	0.33%	234	+1,117	3.24%	Q2 2026	Jul 23, 2026
Vise Technologies, Inc.	History	Added to	34,747	3,699	0.04%	0.04%	235	+14,433	71.05%	Q2 2026	Aug 10, 2026
UMB Bank, n.a.	History	Reduced	34,705	3,695	0.05%	0.06%	236	-5,714	-14.14%	Q2 2026	Aug 13, 2026
K2 Financial Inc.	History	Reduced	34,423	3,661	2.58%	2.93%	237	-3,294	-8.73%	Q2 2026	Jul 21, 2026
Patten Group, Inc.	History	Reduced	33,883	3,607	0.56%	0.66%	238	-1,816	-5.09%	Q2 2026	Aug 06, 2026
Equita Financial Network, Inc.	History	Added to	33,843	3,603	1.0%	1.09%	239	+1,396	4.3%	Q2 2026	Jul 29, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC	History	Reduced	33,165	3,531	2.34%	2.69%	240	-274	-0.82%	Q2 2026	Aug 14, 2026
North Star Investment Management Corp.	History	Added to	33,110	3,525	0.19%	0.21%	241	+1,022	3.18%	Q2 2026	Jul 28, 2026
Avidian Wealth Enterprises, LLC	History	Reduced	32,710	3,482	0.1%	0.11%	242	-254	-0.77%	Q2 2026	Jul 24, 2026
Clearstead Advisors, LLC	History	Reduced	32,505	3,460	0.03%	0.03%	243	-3,316	-9.26%	Q2 2026	Aug 06, 2026
NAPLES GLOBAL ADVISORS, LLC	History	Reduced	32,183	3,426	0.21%	0.26%	244	-1,537	-4.56%	Q2 2026	Jul 23, 2026
Brewster Financial Planning LLC	History	Added to	32,011	3,408	1.87%	1.77%	245	+4,573	16.67%	Q2 2026	Jul 14, 2026
Ausdal Financial Partners, Inc.	History	Added to	31,146	3,316	0.13%	0.14%	246	+1,097	3.65%	Q2 2026	Aug 14, 2026
CARDIFF PARK ADVISORS, LLC	History	Reduced	30,630	3,261	0.25%	0.27%	247	-1,286	-4.03%	Q2 2026	Aug 14, 2026
RFG Advisory, LLC	History	Added to	30,623	3,260	0.05%	0.06%	248	+2,081	7.29%	Q2 2026	Jul 15, 2026
ROGCO, LP	History	Added to	30,390	3,235	0.99%	1.07%	249	+421	1.4%	Q2 2026	Jul 30, 2026
BlackRock, Inc.	History	Added to	30,181	3,213	0.0%	0.0%	250	+6,370	26.75%	Q2 2026	Aug 07, 2026
Fonville Wealth Management LLC	History	Added to	29,905	3,183	0.52%	0.61%	251	+27	0.09%	Q2 2026	Jul 28, 2026
SIMON QUICK ADVISORS, LLC	History	Reduced	29,862	3,179	0.13%	0.15%	252	-73	-0.24%	Q2 2026	Jul 28, 2026
Johnson Bixby & Associates, LLC	History	Added to	29,680	3,160	0.35%	0.36%	253	+2,523	9.29%	Q2 2026	Jul 16, 2026
JAMES INVESTMENT RESEARCH, INC.	History	Reduced	29,486	3,139	0.32%	0.35%	254	-47	-0.16%	Q2 2026	Jul 24, 2026
FIDUCIARY TRUST CO	History	Added to	29,341	3,123	0.03%	0.03%	255	+3,040	11.56%	Q2 2026	Aug 13, 2026
Compound Planning, Inc.	History	Added to	29,158	3,104	0.08%	0.09%	256	+700	2.46%	Q2 2026	Aug 04, 2026
FMR LLC	History	Added to	29,100	3,098	0.0%	0.0%	257	+5,683	24.27%	Q2 2026	Aug 13, 2026
EXENCIAL WEALTH ADVISORS, LLC	History	No change	28,894	3,077	0.1%	0.1%	258	0	0.0%	Q1 2026	Apr 27, 2026
Choate Investment Advisors	History	No change	28,825	3,068	0.05%	0.06%	259	0	0.0%	Q2 2026	Aug 11, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	Added to	28,744	3,060	0.14%	0.12%	260	+8,526	42.17%	Q2 2026	Jul 28, 2026
Hudson Oak Wealth Advisory LLC	History	Reduced	28,307	3,013	2.32%	2.62%	261	-61	-0.22%	Q2 2026	Jul 21, 2026
AlphaCore Capital LLC	History	Reduced	28,047	2,986	0.05%	0.07%	262	-1,490	-5.04%	Q2 2026	Aug 06, 2026
Avail Investment Partners, LLC	History	Reduced	27,927	2,973	2.29%	5.12%	264	-17,078	-37.95%	Q2 2026	Jul 31, 2026
BROWN, LISLE/CUMMINGS, INC.	History	No change	27,927	2,973	0.67%	0.74%	263	0	0.0%	Q2 2026	Sep 02, 2026
Highview Capital Management LLC/DE/	History	Added to	27,763	2,955	0.85%	1.04%	265	+847	3.15%	Q2 2026	Aug 11, 2026
WLTH Capital Management, LLC	History	Added to	26,295	2,799	1.79%	1.5%	266	+8,352	46.55%	Q2 2026	Jul 09, 2026
Ally Invest Advisors Inc.	History	Added to	26,271	2,797	0.17%	0.18%	267	+1,805	7.38%	Q2 2026	Aug 13, 2026
Ironwood Wealth Management, LLC.	History	Reduced	26,209	2,790	0.62%	0.97%	268	-5,403	-17.09%	Q2 2026	Jul 30, 2026
AE Wealth Management LLC	History	Reduced	25,743	2,740	0.01%	0.02%	269	-1,833	-6.65%	Q2 2026	Aug 03, 2026
Lido Advisors, LLC	History	Reduced	25,633	2,729	0.01%	0.01%	270	-2,406	-8.58%	Q2 2026	Aug 07, 2026
OLD MISSION CAPITAL LLC	History	New	25,496	2,714	0.04%	—	271	+25,496	New	Q2 2026	Aug 14, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC	History	Added to	25,411	2,705	0.5%	0.48%	273	+4,400	20.94%	Q2 2026	Aug 06, 2026
Hirtle & Co., LLC	History	No change	25,410	2,705	0.09%	0.09%	272	0	0.0%	Q2 2026	Aug 14, 2026
CERTIOR FINANCIAL GROUP, LLC	History	Added to	25,395	2,703	1.48%	1.63%	274	+1,406	5.86%	Q2 2026	Jul 20, 2026
Carr Financial Group Corp	History	Added to	24,948	2,656	0.61%	0.56%	275	+5,140	25.95%	Q2 2026	Aug 06, 2026
KFA Private Wealth Group, LLC	History	Added to	24,900	2,651	0.64%	0.57%	276	+2,602	11.67%	Q2 2026	Jul 28, 2026
EverSource Wealth Advisors, LLC	History	Added to	24,610	2,620	0.09%	0.08%	277	+1,246	5.33%	Q2 2026	Jul 24, 2026
MAI Capital Management	History	Reduced	24,510	2,609	0.01%	0.02%	278	-1,500	-5.77%	Q2 2026	Aug 14, 2026
Rehmann Capital Advisory Group	History	Added to	24,440	2,602	0.12%	0.13%	279	+105	0.43%	Q2 2026	Aug 20, 2026
United Advisor Group, LLC	History	Added to	24,365	2,594	0.27%	0.25%	280	+5,683	30.42%	Q2 2026	Jul 29, 2026
Confluence Wealth Services, Inc.	History	Reduced	24,267	2,583	0.07%	0.1%	281	-558	-2.25%	Q2 2026	Jul 22, 2026
Private Advisor Group, LLC	History	Reduced	24,175	2,573	0.01%	0.05%	282	-73,955	-75.36%	Q2 2026	Jul 27, 2026
LEGACY FINANCIAL GROUP, INC.	History	Reduced	24,019	2,557	0.6%	0.77%	283	-3,389	-12.37%	Q2 2026	Jul 30, 2026
BNP PARIBAS FINANCIAL MARKETS	History	New	24,012	2,556	0.0%	—	284	+24,012	New	Q2 2026	Aug 13, 2026
Pines Wealth Management, LLC	History	Added to	23,956	2,550	0.73%	0.77%	285	+1,528	6.81%	Q2 2026	Jul 22, 2026
Stone Summit Wealth LLC	History	Reduced	23,905	2,545	0.65%	0.77%	286	-1,960	-7.58%	Q2 2026	Jul 23, 2026
Steward Partners Investment Advisory, LLC	History	Added to	23,888	2,543	0.01%	0.01%	287	+629	2.7%	Q2 2026	Aug 13, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC	History	Added to	23,678	2,520	0.12%	0.09%	288	+6,855	40.75%	Q2 2026	Aug 14, 2026
Crewe Advisors LLC	History	No change	23,393	2,490	0.18%	0.21%	289	0	0.0%	Q2 2026	Jul 23, 2026
Avant Financial Advisors LLC	History	Added to	23,378	2,489	1.55%	1.61%	290	+1,816	8.42%	Q2 2026	Jul 09, 2026
SIGMA INVESTMENT COUNSELORS INC	History	No change	23,286	2,479	0.12%	0.13%	291	0	0.0%	Q2 2026	Jul 28, 2026
Wiser Wealth Management, Inc	History	Added to	23,276	2,478	0.47%	0.46%	292	+3,303	16.54%	Q2 2026	Jul 14, 2026
Unison Advisors LLC	History	Added to	23,283	2,478	0.17%	0.19%	293	+6	0.03%	Q2 2026	Jul 22, 2026
OneDigital Investment Advisors LLC	History	Reduced	23,144	2,464	0.02%	0.02%	294	-637	-2.68%	Q2 2026	Aug 06, 2026
Tower Research Capital LLC (TRC)	History	Reduced	23,115	2,461	0.06%	0.1%	295	-12,496	-35.09%	Q2 2026	Aug 11, 2026
NewEdge Wealth, LLC	History	Reduced	23,118	2,461	0.02%	0.03%	296	-527	-2.23%	Q2 2026	Aug 10, 2026
Safir Wealth Advisors, LLC	History	No change	23,056	2,454	1.59%	1.78%	297	0	0.0%	Q2 2026	Jul 09, 2026
Parkwoods Wealth Partners, LLC	History	Added to	22,753	2,422	0.39%	0.37%	298	+8,686	61.75%	Q2 2026	Jul 27, 2026
Destination Wealth Management	History	Reduced	22,628	2,409	0.06%	0.06%	299	-797	-3.4%	Q2 2026	Aug 14, 2026
Pinnacle Bancorp, Inc.	History	Added to	22,484	2,393	0.62%	0.67%	300	+1,056	4.93%	Q2 2026	Jul 28, 2026
May Hill Capital, LLC	History	Added to	22,469	2,392	0.5%	0.49%	301	+4,034	21.88%	Q2 2026	Aug 07, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC	History	Reduced	22,118	2,354	0.22%	0.29%	302	-4,925	-18.21%	Q2 2026	Jul 09, 2026
Bonfire Financial	History	Reduced	22,063	2,349	1.51%	1.9%	303	-1,665	-7.02%	Q2 2026	Aug 07, 2026
Pure Financial Advisors, LLC	History	Added to	22,008	2,343	0.03%	0.03%	304	+1,478	7.2%	Q2 2026	Aug 14, 2026
Omega Financial Group, LLC	History	Reduced	21,954	2,337	0.71%	0.79%	305	-890	-3.9%	Q2 2026	Jul 21, 2026
Aspen Wealth Management LLC	History	Reduced	21,920	2,333	0.4%	0.69%	306	-10,359	-32.09%	Q2 2026	Jul 31, 2026
Narus Financial Partners, LLC	History	Reduced	21,774	2,318	0.6%	0.62%	307	-444	-2.0%	Q2 2026	Jul 31, 2026
OLD SECOND NATIONAL BANK OF AURORA	History	Added to	21,677	2,307	0.43%	0.23%	308	+11,201	106.92%	Q2 2026	Jul 21, 2026
MLG Wealth Management DBA Pine Grove Financial Group	History	Reduced	21,644	2,304	0.23%	0.28%	309	-689	-3.09%	Q2 2026	Sep 02, 2026
FC Advisory LLC	History	Added to	21,609	2,300	0.61%	0.67%	310	+108	0.5%	Q2 2026	Jul 09, 2026
Walkner Condon Financial Advisors LLC	History	Added to	21,582	2,297	0.26%	0.3%	311	+14	0.06%	Q2 2026	Jul 27, 2026
FIFTH THIRD SECURITIES, INC.	History	Reduced	21,096	2,246	0.13%	0.15%	312	-1,258	-5.63%	Q2 2026	Jul 15, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	Reduced	20,993	2,235	0.16%	0.27%	313	-13,830	-39.72%	Q2 2026	Aug 03, 2026
1900 WEALTH MANAGEMENT LLC	History	Reduced	20,890	2,224	0.12%	0.14%	314	-184	-0.87%	Q2 2026	Aug 04, 2026
Belleair Asset Management, LLC	History	No change	20,660	2,199	1.85%	2.01%	315	0	0.0%	Q2 2026	Jul 15, 2026
Mutual Advisors, LLC	History	Reduced	20,509	2,183	0.04%	0.05%	316	-212	-1.02%	Q2 2026	Aug 14, 2026
FLC Capital Advisors	History	Added to	20,424	2,174	0.35%	0.39%	317	+90	0.44%	Q2 2026	Jul 20, 2026
PRINCIPAL SECURITIES, INC.	History	Reduced	20,347	2,166	0.03%	0.03%	318	-2,020	-9.03%	Q2 2026	Aug 04, 2026
WASHINGTON TRUST BANK	History	Added to	20,283	2,159	0.15%	0.03%	319	+17,098	536.83%	Q2 2026	Aug 05, 2026
Evensky & Katz LLC	History	Added to	20,189	2,150	0.11%	0.12%	320	+1,112	5.83%	Q2 2026	Jul 22, 2026
McBroom & Associates, LLC	History	Reduced	20,185	2,149	1.08%	1.31%	321	-1,941	-8.77%	Q2 2026	Jul 29, 2026
Factor Wealth Management LTD	History	Reduced	20,124	2,142	0.32%	0.63%	322	-11,327	-36.01%	Q2 2026	Jul 07, 2026
Pathstone Holdings, LLC	History	Added to	20,092	2,139	0.01%	0.01%	323	+876	4.56%	Q2 2026	Aug 13, 2026
NDWM LLC	History	Added to	19,945	2,123	1.25%	1.36%	324	+282	1.43%	Q2 2026	Jul 23, 2026
Global Retirement Partners, LLC	History	New	19,937	2,122	0.03%	—	325	+19,937	New	Q2 2026	Aug 06, 2026
ZACKS INVESTMENT MANAGEMENT	History	Added to	19,798	2,108	0.01%	0.01%	326	+8,563	76.22%	Q2 2026	Aug 13, 2026
Allegheny Financial Group	History	Added to	19,772	2,105	0.22%	0.26%	327	+1,708	9.46%	Q2 2026	Jul 22, 2026
S.A. Mason LLC	History	Added to	19,650	2,092	0.64%	0.38%	329	+10,250	109.04%	Q2 2026	Jul 31, 2026
Meridian Wealth Management, LLC	History	Reduced	19,655	2,092	0.06%	0.07%	328	-139	-0.7%	Q2 2026	Aug 05, 2026
Advus Financial Partners, LLC	History	Added to	19,515	2,077	0.47%	0.52%	330	+26	0.13%	Q2 2026	Aug 25, 2026
IF Advisors, LLC	History	Reduced	19,000	2,022	1.33%	3.2%	331	-23,500	-55.29%	Q2 2026	Aug 13, 2026
Midwestern Financial, LLC /IA	History	Added to	18,880	2,010	1.41%	1.52%	332	+756	4.17%	Q2 2026	Aug 13, 2026
Red Tortoise LLC	History	No change	18,766	1,998	0.83%	0.83%	333	0	0.0%	Q1 2026	Apr 21, 2026
SteelPeak Wealth, LLC	History	Reduced	18,632	1,983	0.05%	0.07%	334	-2,414	-11.47%	Q2 2026	Jul 13, 2026
Per Stirling Capital Management, LLC.	History	No change	18,069	1,923	0.18%	0.21%	335	0	0.0%	Q2 2026	Aug 14, 2026
IFG Advisory, LLC	History	New	18,050	1,921	0.07%	—	336	+18,050	New	Q2 2026	Aug 13, 2026
O'Domhnaill Enterprises, Inc.	History	Reduced	17,861	1,901	1.52%	3.44%	337	-22,271	-55.49%	Q2 2026	Jul 30, 2026
Beaird Harris Wealth Management, LLC	History	Reduced	17,770	1,891	0.12%	0.13%	338	-517	-2.83%	Q2 2026	Jul 08, 2026
Roth Financial Partners LLC	History	Added to	17,699	1,884	0.56%	0.56%	339	+2,339	15.23%	Q2 2026	Jul 14, 2026
Portfolio Design Labs, LLC	History	Added to	17,662	1,880	0.31%	0.04%	340	+15,396	679.44%	Q2 2026	Aug 11, 2026
SFAM, LLC	History	Added to	17,634	1,877	1.53%	1.64%	341	+1,049	6.32%	Q2 2026	Aug 13, 2026
MAYPORT, LLC	History	No change	17,478	1,860	0.29%	0.35%	342	0	0.0%	Q2 2026	Aug 07, 2026
Advisory Alpha, LLC	History	Added to	17,277	1,839	0.05%	0.04%	343	+1,840	11.92%	Q2 2026	Aug 11, 2026
Cypress Capital Group	History	Added to	17,214	1,832	0.17%	0.2%	344	+529	3.17%	Q2 2026	Aug 05, 2026
Concurrent Investment Advisors, LLC	History	Added to	17,194	1,830	0.02%	0.01%	345	+6,720	64.16%	Q2 2026	Jul 27, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	History	No change	17,025	1,812	0.92%	1.04%	346	0	0.0%	Q2 2026	Jul 20, 2026
Lake Hills Wealth Management, LLC	History	New	17,012	1,811	0.82%	—	347	+17,012	New	Q2 2026	Jul 07, 2026
Trivium Point Advisory, LLC	History	No change	16,980	1,807	0.16%	0.33%	348	0	0.0%	Q2 2026	Aug 06, 2026
ACCREDITED INVESTOR SERVICES, LLC	History	Added to	16,971	1,806	1.02%	1.15%	349	+124	0.74%	Q2 2026	Aug 05, 2026
Smith Thornton Advisors LLC	History	Reduced	16,994	1,805	0.8%	0.93%	350	-430	-2.47%	Q2 2026	Jul 14, 2026
HARBOUR INVESTMENTS, INC.	History	Reduced	16,853	1,794	0.02%	0.03%	351	-918	-5.17%	Q2 2026	Aug 12, 2026
Bangor Savings Bank	History	No change	16,848	1,793	0.13%	0.14%	352	0	0.0%	Q2 2026	Jul 06, 2026
Financial Engines Advisors L.L.C.	History	Added to	16,714	1,779	0.0%	0.0%	353	+378	2.31%	Q2 2026	Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	Reduced	16,667	1,774	0.02%	0.04%	354	-12,827	-43.49%	Q2 2026	Aug 13, 2026
Aptus Capital Advisors, LLC	History	Added to	16,649	1,772	0.01%	0.01%	355	+1,481	9.76%	Q2 2026	Aug 12, 2026
Thompson David Blair	History	Reduced	16,628	1,770	0.88%	1.03%	356	-244	-1.45%	Q2 2026	Aug 14, 2026
IFG Advisors, LLC	History	Added to	16,624	1,769	0.24%	0.27%	357	+993	6.35%	Q2 2026	Jul 22, 2026
JOURNEY STRATEGIC WEALTH LLC	History	No change	16,594	1,767	0.04%	0.04%	358	0	0.0%	Q1 2026	Apr 15, 2026
Cresset Asset Management, LLC	History	Added to	16,579	1,765	0.01%	0.01%	359	+5,219	45.94%	Q2 2026	Aug 14, 2026
1620 INVESTMENT ADVISORS, INC.	History	Added to	16,314	1,736	1.08%	1.17%	360	+115	0.71%	Q2 2026	Jul 14, 2026
SAX WEALTH ADVISORS, LLC	History	Added to	16,276	1,733	0.07%	0.05%	361	+5,697	53.85%	Q2 2026	Jul 09, 2026
Ethos Financial Group, LLC	History	Added to	16,322	1,732	0.12%	0.1%	362	+3,885	31.24%	Q2 2026	Aug 07, 2026
KWMG, LLC	History	Reduced	16,138	1,718	0.12%	0.15%	363	-1,266	-7.27%	Q2 2026	Jul 08, 2026
Ballast Rock Private Wealth LLC	History	Reduced	15,926	1,695	0.78%	0.96%	364	-294	-1.81%	Q2 2026	Aug 10, 2026
Seaside Wealth Management, Inc.	History	Added to	15,900	1,692	0.42%	0.42%	365	+1,837	13.06%	Q2 2026	Aug 05, 2026
L.K. Benson & Company, P.C.	History	Added to	15,887	1,691	0.51%	0.56%	366	+15	0.09%	Q2 2026	Jul 24, 2026
JUNCTURE WEALTH STRATEGIES, LLC	History	Reduced	15,748	1,676	0.44%	0.59%	367	-877	-5.28%	Q2 2026	Jul 09, 2026
Financial Strategies Group, Inc.	History	Added to	15,628	1,659	0.26%	0.25%	368	+1,599	11.4%	Q2 2026	Aug 10, 2026
VestGen Advisors, LLC	History	Added to	15,536	1,654	0.05%	0.04%	369	+421	2.79%	Q2 2026	Aug 11, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC	History	Reduced	15,456	1,645	0.33%	0.39%	370	-467	-2.93%	Q2 2026	Jul 22, 2026
Evernest Financial Advisors, LLC	History	Added to	15,450	1,644	0.34%	0.34%	371	+219	1.44%	Q2 2026	Aug 05, 2026
Olde Wealth Management, LLC	History	No change	15,362	1,635	0.46%	0.52%	372	0	0.0%	Q2 2026	Aug 13, 2026
Kingsview Wealth Management, LLC	History	Added to	15,139	1,611	0.02%	0.02%	373	+3,891	34.59%	Q2 2026	Aug 18, 2026
GREENWOOD GEARHART LLC	History	No change	15,000	1,597	0.07%	0.09%	374	0	0.0%	Q2 2026	Jul 24, 2026
Altar Rock LLC	History	Reduced	14,961	1,592	2.33%	2.33%	375	-3,642	-19.58%	Q2 2026	Sep 21, 2026
BECKER CAPITAL MANAGEMENT INC	History	Added to	14,883	1,584	0.04%	0.04%	376	+2,142	16.81%	Q2 2026	Jul 31, 2026
IFP Advisors, Inc	History	Added to	14,870	1,583	0.03%	0.03%	377	+1,828	14.02%	Q2 2026	Jul 20, 2026
BESSEMER GROUP INC	History	Reduced	14,749	1,570	0.0%	0.0%	378	-1,167	-7.33%	Q2 2026	Aug 12, 2026
Atria Investments, Inc	History	Reduced	14,641	1,558	0.02%	0.03%	379	-11,200	-43.34%	Q2 2026	Jul 28, 2026
Crusonia Wealth Advisors LLC	History	Reduced	14,614	1,555	0.26%	0.39%	380	-3,004	-17.05%	Q2 2026	Jul 30, 2026
White Lighthouse Investment Management Inc.	History	Added to	14,500	1,543	0.19%	0.19%	381	+1,864	14.75%	Q2 2026	Aug 04, 2026
WESBANCO BANK INC	History	Added to	14,444	1,537	0.04%	0.03%	382	+4,693	48.13%	Q2 2026	Jul 28, 2026
ADE, LLC	History	Reduced	14,433	1,536	0.65%	0.74%	383	-38	-0.26%	Q2 2026	Aug 04, 2026
Rosenberg Matthew Hamilton	History	Reduced	14,325	1,525	0.28%	0.49%	384	-8,050	-35.98%	Q2 2026	Jul 17, 2026
Chicago Partners Investment Group LLC	History	Reduced	14,318	1,513	0.03%	0.04%	385	-3,341	-18.92%	Q2 2026	Jul 29, 2026
COMMERCE BANK	History	New	14,097	1,500	0.01%	—	386	+14,097	New	Q2 2026	Aug 12, 2026
MONTAG A & ASSOCIATES INC	History	Added to	14,055	1,496	0.06%	0.05%	387	+4,529	47.54%	Q2 2026	Aug 05, 2026
Boltwood Capital Management	History	Added to	13,955	1,485	0.34%	0.34%	388	+1,350	10.71%	Q2 2026	Jul 02, 2026
CATALYST FINANCIAL PARTNERS LLC	History	Reduced	13,914	1,481	0.15%	0.18%	389	-350	-2.45%	Q2 2026	Jul 29, 2026
Heartwood Wealth Advisors LLC	History	No change	13,868	1,476	0.11%	0.13%	390	0	0.0%	Q2 2026	Jul 17, 2026
Roan Capital Partners	History	Added to	13,828	1,472	1.22%	1.24%	391	+1,246	9.9%	Q2 2026	Jul 08, 2026
Soltis Investment Advisors LLC	History	No change	13,710	1,459	0.08%	0.09%	392	0	0.0%	Q2 2026	Jul 31, 2026
McNaughton Wealth Management, LLC	History	Added to	13,601	1,448	0.51%	0.59%	393	+290	2.18%	Q2 2026	Jul 07, 2026
Galvin, Gaustad & Stein, LLC	History	Reduced	13,574	1,445	0.11%	0.12%	394	-322	-2.32%	Q2 2026	Jul 29, 2026
RCS Financial Planning, LLC	History	Added to	13,541	1,441	0.68%	0.73%	396	+255	1.92%	Q2 2026	Jul 22, 2026
True Link Financial Advisors, LLC	History	No change	13,535	1,441	0.08%	0.09%	395	0	0.0%	Q2 2026	Jul 31, 2026
NWAM LLC	History	Added to	13,486	1,435	0.07%	0.06%	397	+3,810	39.38%	Q2 2026	Jul 23, 2026
Human Investing LLC	History	Added to	13,445	1,431	0.19%	0.18%	398	+1,958	17.05%	Q2 2026	Jul 21, 2026
Rockbridge Investment Management, LCC	History	Reduced	13,298	1,415	0.11%	0.13%	399	-1	-0.01%	Q2 2026	Aug 14, 2026
Veratis Advisors, Inc.	History	New	13,190	1,404	0.99%	—	400	+13,190	New	Q2 2026	Aug 13, 2026
Premier Path Wealth Partners, LLC	History	Added to	13,112	1,396	0.16%	0.16%	401	+1,815	16.07%	Q2 2026	Jul 21, 2026
Plancorp, LLC	History	No change	13,118	1,393	0.03%	0.04%	402	0	0.0%	Q2 2026	Jul 14, 2026
ARS Wealth Advisors Group, LLC	History	Added to	13,022	1,386	0.11%	0.09%	403	+3,098	31.22%	Q2 2026	Jul 16, 2026
Bravera Wealth	History	Reduced	13,000	1,384	0.53%	0.9%	404	-5,700	-30.48%	Q2 2026	Jul 23, 2026
Beacon Harbor Wealth Advisors, Inc.	History	No change	12,911	1,370	0.27%	0.29%	405	0	0.0%	Q2 2026	Aug 07, 2026
Godshalk Welsh Capital Management, Inc.	History	Reduced	12,850	1,368	0.74%	0.81%	406	-200	-1.53%	Q2 2026	Aug 14, 2026
Stewardship Advisors, LLC	History	Added to	12,826	1,365	0.28%	0.27%	407	+1,899	17.38%	Q2 2026	Jul 20, 2026
WHITE PINE CAPITAL LLC	History	Added to	12,784	1,361	0.32%	0.26%	408	+4,270	50.15%	Q2 2026	Aug 05, 2026
XY Planning Network, Inc.	History	Added to	12,703	1,352	0.17%	0.13%	409	+4,806	60.86%	Q2 2026	Jul 14, 2026
BENJAMIN EDWARDS INC	History	Added to	12,621	1,346	0.01%	0.01%	410	+2,132	20.33%	Q2 2026	Jul 24, 2026
PENNEY FINANCIAL, LLC	History	Reduced	12,607	1,342	0.47%	1.0%	412	-11,839	-48.43%	Q2 2026	Jul 22, 2026
Redhawk Wealth Advisors, Inc.	History	Added to	12,611	1,342	0.13%	0.13%	411	+1,676	15.33%	Q2 2026	Jul 09, 2026
IAM Advisory, LLC	History	Added to	12,474	1,328	0.26%	0.3%	413	+75	0.6%	Q2 2026	Jul 14, 2026
RiverFront Investment Group, LLC	History	Added to	12,437	1,324	0.02%	0.02%	414	+1,162	10.31%	Q2 2026	Jul 29, 2026
Shore Point Advisors, LLC	History	Added to	12,370	1,317	0.45%	0.5%	415	+424	3.55%	Q2 2026	Jul 14, 2026
Midwest Trust Co	History	Added to	12,354	1,315	0.01%	0.02%	416	+37	0.3%	Q2 2026	Aug 04, 2026
Wingate Wealth Advisors, Inc.	History	Added to	12,320	1,311	0.58%	0.7%	417	+66	0.54%	Q2 2026	Jul 29, 2026
CWS Financial Advisors, LLC	History	Added to	12,270	1,306	0.29%	0.12%	418	+7,763	172.24%	Q2 2026	Jul 30, 2026
Arkfeld Wealth Strategies, L.L.C.	History	Added to	12,227	1,300	0.39%	0.41%	419	+40	0.33%	Q2 2026	Jul 10, 2026
Continuum Advisory, LLC	History	Added to	12,188	1,297	0.1%	0.12%	420	+303	2.55%	Q2 2026	Aug 06, 2026
Belpointe Asset Management LLC	History	New	12,162	1,294	0.04%	—	421	+12,162	New	Q2 2026	Jul 31, 2026
Fortis Capital Advisors, LLC	History	New	12,162	1,294	0.15%	—	422	+12,162	New	Q2 2026	Jul 31, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC	History	Reduced	12,101	1,288	0.31%	0.45%	423	-2,690	-18.19%	Q2 2026	Jul 22, 2026
FIRST NATIONAL TRUST CO	History	No change	11,991	1,276	0.04%	0.04%	424	0	0.0%	Q2 2026	Jul 30, 2026
Capital Investment Advisors, LLC	History	Reduced	11,924	1,269	0.02%	0.02%	425	-136	-1.13%	Q2 2026	Aug 06, 2026
Vantage Point Financial LLC	History	Added to	11,904	1,267	0.39%	0.37%	427	+2,105	21.48%	Q2 2026	Aug 14, 2026
Ameritas Investment Partners, Inc.	History	Added to	11,901	1,267	0.03%	0.04%	426	+938	8.56%	Q2 2026	Aug 13, 2026
Smith & Howard Wealth Management, LLC	History	Reduced	11,877	1,264	0.25%	0.3%	428	-1,263	-9.61%	Q2 2026	Aug 03, 2026
Capital Investment Advisory Services, LLC	History	Added to	11,832	1,259	0.08%	0.08%	429	+1,740	17.24%	Q2 2026	Jul 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	New	11,807	1,257	0.02%	—	430	+11,807	New	Q2 2026	Jul 28, 2026
Strategic Financial Services, Inc.	History	No change	11,713	1,247	0.05%	0.06%	431	0	0.0%	Q2 2026	Aug 24, 2026
First Heartland Consultants, Inc.	History	Reduced	11,681	1,243	0.08%	0.14%	432	-5,033	-30.11%	Q2 2026	Jul 08, 2026
Diversified Enterprises, LLC	History	Reduced	11,537	1,228	0.06%	0.07%	433	-266	-2.25%	Q2 2026	Jul 31, 2026
Strategic Blueprint, LLC	History	Reduced	11,472	1,221	0.06%	0.07%	434	-70	-0.61%	Q2 2026	Jul 23, 2026
Hobart Private Capital, LLC	History	Reduced	11,454	1,219	0.21%	0.34%	435	-4,982	-30.31%	Q2 2026	Jul 06, 2026
Arax Advisory Partners	History	Reduced	11,422	1,216	0.01%	0.03%	436	-70	-0.61%	Q2 2026	Aug 10, 2026
Intergy Private Wealth, LLC	History	Added to	11,404	1,214	0.28%	0.36%	437	+29	0.25%	Q2 2026	Jul 17, 2026
JOHNSON INVESTMENT COUNSEL INC	History	Reduced	11,326	1,205	0.01%	0.01%	438	-1,278	-10.14%	Q2 2026	Jul 23, 2026
ST GERMAIN D J CO INC	History	Added to	11,003	1,171	0.04%	0.04%	439	+1,048	10.53%	Q2 2026	Jul 21, 2026
Jasper Ridge Partners, L.P.	History	Reduced	10,986	1,169	0.02%	0.03%	440	-2,535	-18.75%	Q2 2026	Aug 14, 2026
PINNEY & SCOFIELD, INC.	History	No change	10,985	1,169	0.57%	0.63%	441	0	0.0%	Q2 2026	Aug 07, 2026
Nuveen, LLC	History	New	10,908	1,161	0.0%	—	442	+10,908	New	Q2 2026	Aug 11, 2026
Orin Green Financial, LLC	History	No change	10,833	1,153	0.43%	0.47%	443	0	0.0%	Q2 2026	Jul 13, 2026
FORONJY FINANCIAL LLC	History	Reduced	10,654	1,134	0.42%	0.79%	444	-7,151	-40.16%	Q2 2026	Jul 23, 2026
Joel Adams & Associates, Inc.	History	Added to	10,539	1,122	0.72%	0.62%	445	+2,643	33.47%	Q2 2026	Aug 06, 2026
Timonier Family Office, LTD.	History	New	10,526	1,120	0.32%	—	446	+10,526	New	Q2 2026	Aug 03, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	Added to	10,519	1,119	0.0%	0.0%	447	+2,100	24.94%	Q2 2026	Jul 28, 2026
KINTRA WEALTH, LLC	History	Added to	10,507	1,117	0.06%	0.03%	448	+7,018	201.15%	Q2 2026	Aug 14, 2026
TOMPKINS FINANCIAL CORP	History	No change	10,467	1,114	0.08%	0.09%	449	0	0.0%	Q2 2026	Jul 15, 2026
Bryn Mawr Trust Advisors, LLC	History	No change	10,450	1,112	0.05%	0.05%	450	0	0.0%	Q2 2026	Aug 03, 2026
Strategic Wealth Partners, Ltd.	History	Reduced	10,444	1,111	0.07%	0.09%	451	-1,490	-12.49%	Q2 2026	Aug 12, 2026
FSM Wealth Advisors, LLC	History	Reduced	10,418	1,109	0.12%	0.15%	452	-312	-2.91%	Q2 2026	Jul 15, 2026
C M BIDWELL & ASSOCIATES LTD	History	Added to	10,384	1,105	0.45%	0.51%	453	+220	2.16%	Q2 2026	Aug 11, 2026
&PARTNERS	History	Added to	10,368	1,103	0.0%	0.0%	454	+4,362	72.63%	Q2 2026	Aug 14, 2026
Dynamic Wealth Strategies, LLC	History	No change	10,341	1,101	0.59%	0.64%	455	0	0.0%	Q2 2026	Jul 23, 2026
TRUSTMARK BANK TRUST DEPARTMENT	History	No change	10,220	1,088	0.06%	0.07%	456	0	0.0%	Q2 2026	Aug 12, 2026
Edgemoor Investment Advisors, Inc.	History	Added to	10,174	1,083	0.07%	0.09%	457	+1	0.01%	Q2 2026	Aug 07, 2026
Peak Wealth Management LLC	History	Reduced	10,138	1,079	0.76%	1.06%	458	-2,033	-16.7%	Q2 2026	Jul 14, 2026
GOULD ASSET MANAGEMENT LLC /CA/	History	Added to	10,090	1,074	0.17%	0.18%	459	+320	3.28%	Q2 2026	Aug 06, 2026
SONATA CAPITAL GROUP INC	History	Reduced	10,091	1,074	0.35%	0.4%	460	-100	-0.98%	Q2 2026	Jul 24, 2026
Silver Grove Financial Group, Inc.	History	Added to	10,006	1,065	0.58%	0.75%	461	+1,257	14.37%	Q2 2026	Aug 13, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE	History	Reduced	9,992	1,063	0.14%	0.18%	462	-1,500	-13.05%	Q2 2026	Jul 20, 2026
American Wealth Advisors, LLC	History	Added to	9,952	1,059	0.99%	1.1%	463	+3	0.03%	Q2 2026	Aug 07, 2026
Cosner Financial Group, LLC	History	No change	9,873	1,051	0.54%	0.58%	464	0	0.0%	Q2 2026	Aug 10, 2026
Equitable Holdings, Inc.	History	Added to	9,800	1,043	0.01%	0.01%	465	+1,904	24.11%	Q2 2026	Aug 17, 2026
Wright Wealth LLC	History	Added to	9,760	1,039	0.62%	0.62%	466	+994	11.34%	Q2 2026	Jul 29, 2026
TruNorth Capital Management, LLC	History	No change	9,734	1,036	0.17%	0.2%	467	0	0.0%	Q2 2026	Jul 23, 2026
Orange Investment Advisors, Inc.	History	Reduced	9,715	1,034	0.13%	0.18%	468	-3,038	-23.82%	Q2 2026	Jul 21, 2026
MainStreet Investment Advisors LLC	History	Added to	9,709	1,033	0.14%	0.15%	469	+110	1.15%	Q2 2026	Aug 12, 2026
BDFS Capital LLC	History	Added to	9,666	1,029	0.45%	0.14%	470	+6,902	249.71%	Q2 2026	Jul 15, 2026
Relyea Zuckerberg Hanson LLC	History	Added to	9,608	1,022	0.09%	0.07%	471	+2,951	44.33%	Q2 2026	Jul 16, 2026
CVA Family Office, LLC	History	Added to	9,573	1,019	0.09%	0.1%	472	+993	11.57%	Q2 2026	Aug 07, 2026
MBM WEALTH CONSULTANTS, LLC	History	Reduced	9,541	1,015	0.2%	0.88%	473	-26,353	-73.42%	Q2 2026	Jul 24, 2026
GREENUP STREET WEALTH MANAGEMENT LLC	History	Reduced	9,485	1,009	0.12%	0.32%	474	-11,559	-54.93%	Q2 2026	Jul 27, 2026
STANSBERRY ASSET MANAGEMENT, LLC	History	New	9,429	1,003	0.09%	—	475	+9,429	New	Q2 2026	Aug 14, 2026
Lakeshore Financial Planning, Inc.	History	New	9,415	1,002	0.32%	—	476	+9,415	New	Q2 2026	Jul 13, 2026
Rare Wolf Capital LLC	History	New	9,392	999	0.64%	—	477	+9,392	New	Q2 2026	Jul 23, 2026
Apeiron RIA LLC	History	Reduced	9,374	998	0.26%	0.43%	478	-7,946	-45.88%	Q2 2026	Jul 16, 2026
DRAVO BAY LLC	History	Added to	9,257	985	0.34%	0.4%	479	+120	1.31%	Q2 2026	Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	Reduced	9,111	970	0.0%	0.0%	480	-2,125	-18.91%	Q2 2026	Aug 14, 2026
YHB Investment Advisors, Inc.	History	Added to	8,923	950	0.06%	0.05%	481	+2,945	49.26%	Q2 2026	Jul 14, 2026
BTC Capital Management, Inc.	History	Reduced	8,906	948	0.06%	0.16%	482	-12,758	-58.89%	Q2 2026	Jul 16, 2026
Gradient Investments LLC	History	Added to	8,894	946	0.01%	0.01%	483	+223	2.57%	Q2 2026	Jul 08, 2026
Sunesis Advisors, LLC	History	Added to	8,884	945	0.39%	0.16%	484	+5,609	171.27%	Q2 2026	Jul 10, 2026
Fragasso Financial Advisors Inc	History	No change	8,817	938	0.05%	0.06%	485	0	0.0%	Q2 2026	Jul 09, 2026
Arkadios Wealth Advisors	History	Added to	8,781	934	0.01%	0.01%	486	+553	6.72%	Q2 2026	Aug 10, 2026
Berger Financial Group, Inc	History	Added to	8,739	930	0.05%	0.05%	487	+30	0.34%	Q2 2026	Aug 04, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	Reduced	8,701	926	0.04%	0.05%	488	-2,105	-19.48%	Q2 2026	Jul 22, 2026
CHATHAM CAPITAL GROUP, INC.	History	No change	8,675	923	0.12%	0.13%	489	0	0.0%	Q2 2026	Jul 10, 2026
MassMutual Private Wealth & Trust, FSB	History	Added to	8,664	922	0.02%	0.02%	490	+110	1.29%	Q2 2026	Jul 02, 2026
HSBC HOLDINGS PLC	History	Added to	8,643	920	0.0%	0.0%	491	+42	0.49%	Q2 2026	Aug 14, 2026
McAdam, LLC	History	Reduced	8,596	915	0.04%	0.05%	492	-2,700	-23.9%	Q2 2026	Aug 04, 2026
TriaGen Wealth Management LLC	History	No change	8,541	909	0.23%	0.25%	493	0	0.0%	Q2 2026	Jul 21, 2026
HILL ISLAND FINANCIAL LLC	History	Added to	8,456	900	0.19%	0.21%	494	+218	2.65%	Q2 2026	Aug 11, 2026
LeConte Wealth Management, LLC	History	Added to	8,425	897	0.49%	0.56%	495	+252	3.08%	Q2 2026	Aug 07, 2026
POSTROCK PARTNERS LLC	History	No change	8,400	894	0.36%	0.41%	496	0	0.0%	Q2 2026	Jul 24, 2026
Rodgers & Associates, LTD	History	Reduced	8,335	887	0.08%	0.09%	497	-19	-0.23%	Q2 2026	Jul 21, 2026
Aletheian Wealth Advisors LLC	History	Added to	8,308	884	0.38%	0.42%	498	+214	2.64%	Q2 2026	Jul 08, 2026
Modern Wealth Management, LLC	History	New	8,242	877	0.01%	—	500	+8,242	New	Q2 2026	Aug 13, 2026
Advyzon Investment Management, LLC	History	Added to	8,237	877	0.06%	0.07%	499	+1,144	16.13%	Q2 2026	Aug 14, 2026
WEST PACES ADVISORS INC.	History	Added to	8,223	875	0.15%	0.07%	501	+4,688	132.62%	Q2 2026	Jul 17, 2026
Rock Point Advisors, LLC	History	Reduced	8,157	868	0.21%	0.25%	502	-416	-4.85%	Q2 2026	Aug 06, 2026
Diversify Advisory Services, LLC	History	New	8,160	865	0.01%	—	504	+8,160	New	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	Added to	8,160	865	0.01%	0.01%	503	+329	4.2%	Q2 2026	Jul 29, 2026
INVESTMENT PARTNERS, LTD.	History	Added to	8,097	862	0.27%	0.26%	505	+1,289	18.93%	Q2 2026	Aug 04, 2026
Brand Asset Management Group, Inc.	History	New	8,009	852	0.19%	—	506	+8,009	New	Q2 2026	Aug 12, 2026
L2 Asset Management, LLC	History	New	7,991	850	0.09%	—	508	+7,991	New	Q2 2026	Aug 13, 2026
First Affirmative Financial Network	History	No change	7,982	850	0.33%	0.33%	507	0	0.0%	Q1 2026	May 11, 2026
Westover Capital Advisors, LLC	History	Added to	7,959	847	0.14%	0.15%	509	+267	3.47%	Q2 2026	Aug 04, 2026
NBT BANK, N.A.	History	No change	7,955	846	0.06%	0.06%	510	0	0.0%	Q2 2026	Jul 29, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	History	Added to	7,861	836	0.01%	0.01%	511	+765	10.78%	Q2 2026	Jul 16, 2026
Everhart Financial Group, Inc.	History	Added to	7,823	832	0.05%	0.07%	512	+22	0.28%	Q2 2026	Jul 08, 2026
Objective Capital Management, LLC	History	Reduced	7,795	829	0.74%	0.94%	513	-995	-11.32%	Q2 2026	Jul 20, 2026
MARYLAND CAPITAL ADVISORS INC.	History	New	7,707	820	0.26%	—	514	+7,707	New	Q2 2026	Jul 17, 2026
ArborFi Advisors, LLC	History	Added to	7,697	819	0.59%	0.57%	515	+1,165	17.84%	Q2 2026	Aug 06, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	History	Added to	7,680	817	0.05%	0.05%	516	+47	0.62%	Q2 2026	Jul 15, 2026
Cornerstone Financial Group, LLC /NE/	History	Added to	7,636	813	0.5%	0.52%	517	+52	0.69%	Q2 2026	Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	7,606	809	0.02%	0.02%	518	0	0.0%	Q2 2026	Jul 17, 2026
Blake Schutter Theil Wealth Advisors, LLC	History	No change	7,593	808	0.55%	0.66%	519	0	0.0%	Q2 2026	Jul 15, 2026
VISTA INVESTMENT MANAGEMENT	History	No change	7,588	807	0.24%	0.27%	520	0	0.0%	Q2 2026	Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	History	Added to	7,573	806	0.16%	0.18%	521	+876	13.08%	Q2 2026	Jul 17, 2026
ARK & TLK INVESTMENTS, LLC	History	Added to	7,541	802	0.2%	0.22%	522	+40	0.53%	Q2 2026	Jul 20, 2026
Neuberger Berman Group LLC	History	No change	7,530	801	0.0%	0.0%	523	0	0.0%	Q2 2026	Aug 13, 2026
Prairiewood Capital, LLC	History	Reduced	7,475	795	0.21%	0.28%	524	-1,655	-18.13%	Q2 2026	Jul 28, 2026
Orgel Wealth Management, LLC	History	Added to	7,433	791	0.02%	0.02%	525	+392	5.57%	Q2 2026	Jul 13, 2026
CGN Advisors LLC	History	Reduced	7,407	788	0.06%	0.07%	526	-864	-10.45%	Q2 2026	Jul 06, 2026
Exchange Bank	History	Reduced	7,395	787	0.49%	0.76%	527	-2,965	-28.62%	Q2 2026	Jul 08, 2026
Plum Street Advisors, LLC	History	Reduced	7,394	787	0.25%	0.27%	528	-28	-0.38%	Q2 2026	Aug 13, 2026
JACOBSON & SCHMITT ADVISORS, LLC	History	Reduced	7,391	786	0.13%	0.14%	529	-24	-0.32%	Q2 2026	Jul 14, 2026
Trinity Wealth Management, LLC	History	No change	7,372	784	0.25%	0.29%	530	0	0.0%	Q2 2026	Jul 07, 2026
Jefferies Financial Group Inc.	History	Added to	7,353	782	0.01%	0.0%	531	+4,573	164.5%	Q2 2026	Aug 17, 2026
L. Roy Papp & Associates, LLP	History	No change	7,350	782	0.08%	0.09%	532	0	0.0%	Q2 2026	Jul 23, 2026
Compass Financial Group, Inc.	History	Reduced	7,289	776	0.33%	0.35%	533	-4	-0.05%	Q2 2026	Aug 04, 2026
Capital Analysts, LLC	History	Added to	7,210	768	0.02%	0.01%	534	+2,345	48.2%	Q2 2026	Aug 05, 2026
Rinkey Investments	History	No change	7,165	762	0.18%	0.2%	535	0	0.0%	Q2 2026	Jul 20, 2026
Legacy Private Trust Co.	History	Reduced	7,078	753	0.04%	0.06%	536	-2,035	-22.33%	Q2 2026	Jul 21, 2026
Wealthcare Capital Partners, LLC	History	Added to	7,077	753	0.31%	0.31%	537	+811	12.94%	Q2 2026	Jul 09, 2026
Wescott Financial Advisory Group, LLC	History	Added to	6,966	741	0.06%	0.06%	538	+36	0.52%	Q2 2026	Aug 04, 2026
PATTEN & PATTEN INC/TN	History	Reduced	6,890	733	0.04%	0.05%	539	-450	-6.13%	Q2 2026	Aug 05, 2026
Procyon Advisors, LLC	History	Added to	6,886	733	0.03%	0.04%	540	+86	1.26%	Q2 2026	Jul 09, 2026
Garde Capital, Inc.	History	New	6,877	732	0.03%	—	541	+6,877	New	Q2 2026	Jul 31, 2026
Synergy Investment Management, LLC	History	Added to	6,773	719	0.17%	0.12%	542	+3,327	96.55%	Q2 2026	Aug 14, 2026
Clear Creek Financial Management, LLC	History	Added to	6,660	709	0.05%	0.05%	543	+691	11.58%	Q2 2026	Jul 27, 2026
ALLIANCEBERNSTEIN L.P.	History	Added to	6,648	708	0.0%	0.0%	545	+775	13.2%	Q2 2026	Aug 14, 2026
FF Advisors,LLC	History	Added to	6,657	708	0.27%	0.28%	546	+122	1.87%	Q2 2026	Jul 29, 2026
DEAN INVESTMENT ASSOCIATES, LLC	History	No change	6,650	708	0.09%	0.1%	544	0	0.0%	Q2 2026	Aug 14, 2026
Envestnet Portfolio Solutions, Inc.	History	Reduced	6,647	707	0.0%	0.0%	547	-489	-6.85%	Q2 2026	Sep 23, 2026
Sunbeam Capital Management, LLC	History	Added to	6,645	707	0.32%	0.4%	548	+2	0.03%	Q2 2026	Jul 14, 2026
COLLECTIVE FAMILY OFFICE LLC	History	No change	6,570	699	0.14%	0.16%	549	0	0.0%	Q2 2026	Jul 02, 2026
Discipline Wealth Solutions, LLC	History	Added to	6,560	698	0.06%	0.07%	550	+1	0.02%	Q2 2026	Jul 21, 2026
Keebeck Wealth Management	History	Reduced	6,518	693	0.07%	0.09%	551	-600	-8.43%	Q2 2026	Aug 11, 2026
Sigma Planning Corp	History	Reduced	6,409	682	0.02%	0.1%	552	-25,729	-80.06%	Q2 2026	Aug 07, 2026
Cadia Private Client LLC	History	Added to	6,386	679	0.49%	0.5%	553	+591	10.2%	Q2 2026	Aug 11, 2026
Flagship Private Wealth, LLC	History	Reduced	6,365	677	0.24%	0.28%	554	-199	-3.03%	Q2 2026	Aug 04, 2026
FIDUCIARY FINANCIAL ADVISORS	History	New	6,288	669	0.07%	—	555	+6,288	New	Q2 2026	Aug 13, 2026
Accurate Wealth Management, LLC	History	Added to	6,203	659	0.06%	0.07%	556	+531	9.36%	Q2 2026	Jul 14, 2026
Archford Capital Strategies, LLC	History	Reduced	6,169	656	0.07%	0.08%	557	-549	-8.17%	Q2 2026	Jul 17, 2026
Rockport Wealth LLC	History	No change	6,150	654	0.11%	0.12%	558	0	0.0%	Q2 2026	Jul 27, 2026
Edgestream Partners, L.P.	History	Reduced	6,126	652	0.02%	0.05%	559	-7,563	-55.25%	Q2 2026	Aug 11, 2026
CHILTON INVESTMENT CO INC.	History	Reduced	6,105	649	0.02%	0.03%	560	-4,000	-39.58%	Q2 2026	Aug 14, 2026
Chesapeake Wealth Management	History	No change	6,028	641	0.18%	0.2%	561	0	0.0%	Q2 2026	Aug 13, 2026
Haverford Trust Co	History	Added to	5,996	638	0.01%	0.01%	562	+465	8.41%	Q2 2026	Aug 12, 2026
Hilltop Partners LLC	History	No change	5,998	638	0.15%	0.16%	563	0	0.0%	Q2 2026	Aug 05, 2026
PETRA FINANCIAL ADVISORS INC	History	Added to	5,935	631	0.29%	0.3%	565	+1,423	31.54%	Q2 2026	Jul 24, 2026
CITIZENS & NORTHERN CORP	History	No change	5,929	631	0.14%	0.16%	564	0	0.0%	Q2 2026	Jul 17, 2026
Envision Financial LLC	History	Reduced	5,916	629	0.29%	0.5%	566	-2,723	-31.52%	Q2 2026	Jul 10, 2026
TAGStone Capital, Inc.	History	Added to	5,896	627	0.2%	0.22%	567	+37	0.63%	Q2 2026	Aug 11, 2026
Cannon Wealth Management Services, LLC	History	Added to	5,865	624	0.34%	0.36%	568	+922	18.65%	Q2 2026	Aug 11, 2026
Mills Wealth Advisors LLC	History	Added to	5,852	623	0.2%	0.14%	569	+2,198	60.15%	Q2 2026	Jul 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	Added to	5,836	621	0.01%	0.01%	570	+3,071	111.07%	Q2 2026	Jul 15, 2026
Investment Planning Advisors, Inc.	History	Reduced	5,841	621	0.14%	0.19%	571	-788	-11.89%	Q2 2026	Jul 23, 2026
Parkside Financial Bank & Trust	History	Added to	5,812	618	0.04%	0.05%	572	+141	2.49%	Q2 2026	Sep 04, 2026
Strategic Financial Concepts, LLC	History	Added to	5,753	612	0.18%	0.07%	574	+3,166	122.38%	Q2 2026	Jul 27, 2026
Capital Investment Services of America, Inc.	History	Reduced	5,750	612	0.06%	0.07%	573	-1,000	-14.81%	Q2 2026	Jul 22, 2026
RAFFA WEALTH MANAGEMENT, LLC	History	Added to	5,722	609	0.08%	0.06%	575	+2,162	60.73%	Q2 2026	Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	5,709	607	0.0%	0.0%	576	0	0.0%	Q2 2026	Aug 14, 2026
Scott Capital Advisors, LLC	History	Added to	5,693	606	0.09%	0.12%	577	+329	6.13%	Q2 2026	Jul 10, 2026
LIBRA WEALTH LLC	History	No change	5,699	606	0.15%	0.17%	578	0	0.0%	Q2 2026	Aug 06, 2026
Stonebridge Financial Group, LLC/CA	History	New	5,650	601	0.08%	—	580	+5,650	New	Q2 2026	Aug 13, 2026
Two West Capital Advisors LLC	History	Added to	5,664	601	0.3%	0.26%	579	+1,061	23.05%	Q2 2026	Jul 22, 2026
Bull Street Advisors, LLC	History	Reduced	5,625	599	0.27%	0.56%	581	-5,050	-47.31%	Q2 2026	Jul 28, 2026
Tilson Financial Group, Inc.	History	Added to	5,632	599	0.16%	0.18%	582	+32	0.57%	Q2 2026	Jul 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	Reduced	5,598	595	0.03%	0.05%	583	-1,816	-24.49%	Q2 2026	Jul 28, 2026
WJ Wealth Management, LLC	History	No change	5,577	593	0.23%	0.28%	584	0	0.0%	Q2 2026	Aug 03, 2026
StoneX Group Inc.	History	Added to	5,565	592	0.02%	0.03%	585	+103	1.89%	Q2 2026	Aug 12, 2026
Pallas Capital Advisors LLC	History	New	5,559	591	0.02%	—	586	+5,559	New	Q2 2026	Aug 07, 2026
Code Waechter LLC	History	No change	5,514	587	0.3%	0.35%	587	0	0.0%	Q2 2026	Jul 31, 2026
Csenge Advisory Group	History	Added to	5,504	585	0.02%	0.03%	588	+248	4.72%	Q2 2026	Aug 10, 2026
OceanIQ Capital, LLC	History	New	5,457	579	0.35%	—	590	+5,457	New	Q2 2026	Aug 12, 2026
Vivaldi Capital Management LP	History	No change	5,444	579	0.08%	0.08%	589	0	0.0%	Q1 2026	May 14, 2026
W.H. Cornerstone Investments Inc.	History	Added to	5,363	570	0.32%	0.35%	591	+31	0.58%	Q2 2026	Aug 07, 2026
Waldron Private Wealth LLC	History	Reduced	5,340	568	0.02%	0.02%	592	-585	-9.87%	Q2 2026	Jul 20, 2026
Colonial Trust Co / SC	History	Reduced	5,303	564	0.07%	0.09%	593	-661	-11.08%	Q2 2026	Aug 11, 2026
BRIGHTON JONES LLC	History	Reduced	5,294	563	0.01%	0.02%	594	-2,174	-29.11%	Q2 2026	Aug 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	Added to	5,245	558	0.01%	0.0%	596	+2,240	74.54%	Q2 2026	Jul 24, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC	History	Added to	5,243	558	0.01%	0.02%	595	+33	0.63%	Q2 2026	Jul 17, 2026
Veery Capital, LLC	History	Added to	5,219	555	0.15%	0.07%	597	+3,082	144.22%	Q2 2026	Jul 09, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC	History	No change	5,205	554	0.33%	0.36%	598	0	0.0%	Q2 2026	Aug 05, 2026
LaFleur & Godfrey LLC	History	Added to	5,185	552	0.07%	0.06%	599	+350	7.24%	Q2 2026	Jul 15, 2026
Wilmington Savings Fund Society, FSB	History	No change	5,168	550	0.01%	0.01%	600	0	0.0%	Q2 2026	Jul 28, 2026
Brady Martz Wealth Solutions, LLC	History	Reduced	5,148	548	0.08%	0.13%	603	-1,774	-25.63%	Q2 2026	Jul 23, 2026
Onyx Bridge Wealth Group LLC	History	Added to	5,154	548	0.05%	0.06%	602	+33	0.64%	Q2 2026	Jul 23, 2026
WBH ADVISORY INC	History	No change	5,148	548	0.04%	0.04%	601	0	0.0%	Q2 2026	Aug 05, 2026
Aspen Wealth Strategies, LLC	History	Reduced	5,091	542	0.26%	0.34%	605	-959	-15.85%	Q2 2026	Aug 07, 2026
Princeton Global Asset Management LLC	History	Added to	5,097	542	0.08%	0.09%	604	+107	2.14%	Q2 2026	Jul 16, 2026
Summit Wealth Partners, LLC	History	Added to	5,078	540	0.08%	0.08%	607	+479	10.42%	Q2 2026	Aug 03, 2026
Physician Wealth Advisors, Inc.	History	Reduced	5,072	540	0.06%	0.08%	606	-289	-5.39%	Q2 2026	Jul 20, 2026
Colonial Trust Advisors	History	Added to	5,045	537	0.04%	0.04%	608	+25	0.5%	Q2 2026	Aug 11, 2026
Efficient Advisors, LLC	History	No change	5,024	535	0.04%	0.04%	609	0	0.0%	Q1 2026	Apr 29, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	History	No change	5,000	532	0.06%	0.07%	610	0	0.0%	Q2 2026	Jul 23, 2026
Hilltop Holdings Inc.	History	No change	4,952	527	0.04%	0.05%	611	0	0.0%	Q2 2026	Aug 13, 2026
Revolve Wealth Partners, LLC	History	No change	4,954	527	0.05%	0.07%	612	0	0.0%	Q2 2026	Jul 09, 2026
Rede Wealth, LLC	History	Reduced	4,945	526	0.17%	0.2%	613	-225	-4.35%	Q2 2026	Aug 03, 2026
Aviance Capital Partners, LLC	History	Reduced	4,918	523	0.05%	0.1%	614	-3,126	-38.86%	Q2 2026	Jul 30, 2026
NOVEM GROUP	History	Reduced	4,914	523	0.05%	0.07%	615	-522	-9.6%	Q2 2026	Jul 21, 2026
Stratos Investment Management, LLC	History	Added to	4,904	522	0.02%	0.02%	616	+170	3.59%	Q2 2026	Aug 11, 2026
Madison Wealth Partners, Inc	History	Added to	4,881	519	0.07%	0.08%	618	+14	0.29%	Q2 2026	Aug 12, 2026
Essex Financial Services, Inc.	History	No change	4,879	519	0.03%	0.03%	617	0	0.0%	Q2 2026	Aug 10, 2026
DAVENPORT & Co LLC	History	Reduced	4,823	513	0.0%	0.0%	619	-598	-11.03%	Q2 2026	Jul 13, 2026
Helium Advisors LLC	History	Reduced	4,761	506	0.42%	0.53%	620	-485	-9.25%	Q2 2026	Aug 11, 2026
GenTrust, LLC	History	Reduced	4,737	504	0.02%	0.03%	621	-1,478	-23.78%	Q2 2026	Aug 06, 2026
Approach Retirement Advisors, LLC	History	Added to	4,739	504	0.37%	0.33%	623	+1,000	26.75%	Q2 2026	Jul 15, 2026
Sage Financial Management Group, Inc.	History	Added to	4,738	504	0.14%	0.15%	622	+112	2.42%	Q2 2026	Jul 24, 2026
CoreCap Advisors, LLC	History	Reduced	4,723	502	0.01%	0.02%	624	-283	-5.65%	Q2 2026	Jul 06, 2026
FOSTER & MOTLEY INC	History	Added to	4,687	499	0.02%	0.02%	625	+1,039	28.48%	Q2 2026	Aug 07, 2026
Cloud Capital Management, LLC	History	Added to	4,676	498	0.18%	0.22%	628	+28	0.6%	Q2 2026	Aug 13, 2026
Biltmore Family Office, LLC	History	No change	4,680	498	0.07%	0.07%	626	0	0.0%	Q2 2026	Aug 12, 2026
Uniting Wealth Partners, LLC	History	No change	4,685	498	0.1%	0.11%	627	0	0.0%	Q2 2026	Aug 06, 2026
IHT Wealth Management, LLC	History	Added to	4,670	497	0.01%	0.01%	629	+1,231	35.8%	Q2 2026	Aug 14, 2026
Allen Capital Group, LLC	History	Added to	4,654	495	0.04%	0.04%	630	+661	16.55%	Q2 2026	Jul 27, 2026
ELEVATE WEALTH ADVISORY, INC	History	Reduced	4,645	494	0.28%	0.32%	633	-158	-3.29%	Q2 2026	Aug 14, 2026
Spire Wealth Management	History	Reduced	4,641	494	0.01%	0.02%	631	-58	-1.23%	Q2 2026	Jul 15, 2026
Beaumont Financial Advisors, LLC	History	No change	4,643	494	0.03%	0.03%	632	0	0.0%	Q2 2026	Aug 04, 2026
POWER WEALTH MANAGEMENT LLC	History	No change	4,624	492	0.17%	0.18%	634	0	0.0%	Q2 2026	Aug 03, 2026
J.W. COLE ADVISORS, INC.	History	New	4,591	488	0.01%	—	635	+4,591	New	Q2 2026	Jul 21, 2026
Dorsey & Whitney Trust CO LLC	History	Added to	4,578	487	0.02%	0.03%	636	+5	0.11%	Q2 2026	Aug 14, 2026
Investments & Financial Planning, LLC	History	Added to	4,499	479	0.23%	0.23%	637	+535	13.5%	Q2 2026	Aug 12, 2026
Gibbs Wealth Management	History	No change	4,481	477	0.06%	0.06%	638	0	0.0%	Q1 2026	May 13, 2026
Main Line Retirement Advisors, LLC	History	Added to	4,458	474	0.22%	0.24%	639	+25	0.56%	Q2 2026	Jul 30, 2026
Western Wealth Management, LLC	History	Added to	4,441	472	0.02%	0.01%	640	+1,062	31.43%	Q2 2026	Aug 14, 2026
Chatterton & Associates Inc.	History	Added to	4,452	472	0.28%	0.31%	641	+296	7.12%	Q2 2026	Jul 14, 2026
Ashton Thomas Private Wealth, LLC	History	Reduced	4,431	471	0.01%	0.01%	642	-98	-2.16%	Q2 2026	Jul 29, 2026
STEPHENS INC /AR/	History	Reduced	4,401	468	0.01%	0.01%	643	-12	-0.27%	Q2 2026	Jul 29, 2026
ENDEAVOR PRIVATE WEALTH, INC.	History	Added to	4,372	465	0.11%	0.13%	644	+4	0.09%	Q2 2026	Aug 14, 2026
Prosperity Consulting Group, LLC	History	No change	4,354	463	0.02%	0.02%	645	0	0.0%	Q2 2026	Aug 13, 2026
Avid Wealth Partners LLC	History	Reduced	4,343	462	0.22%	0.53%	646	-6,138	-58.56%	Q2 2026	Aug 03, 2026
Hayek Kallen Investment Management	History	Added to	4,325	460	0.14%	0.13%	647	+600	16.11%	Q2 2026	Aug 17, 2026
SAGESPRING WEALTH PARTNERS, LLC	History	Reduced	4,306	458	0.01%	0.01%	648	-1,285	-22.98%	Q2 2026	Aug 03, 2026
Boston Trust Walden Corp	History	No change	4,281	455	0.0%	0.0%	649	0	0.0%	Q2 2026	Jul 24, 2026
Shepherd Street Advisors LLC	History	Added to	4,283	454	0.4%	0.43%	650	+140	3.38%	Q2 2026	Jul 24, 2026
Delos Wealth Advisors, LLC	History	Reduced	4,236	451	0.23%	0.46%	651	-3,353	-44.18%	Q2 2026	Aug 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	History	Added to	4,231	450	0.02%	0.02%	653	+497	13.31%	Q2 2026	Jul 20, 2026
TSFG, LLC	History	Added to	4,225	450	0.06%	0.07%	652	+7	0.17%	Q2 2026	Jul 23, 2026
Sovereign Financial Group, Inc.	History	Added to	4,217	448	0.07%	0.07%	654	+239	6.01%	Q2 2026	Jul 24, 2026
Linscomb Wealth, Inc.	History	Reduced	4,197	446	0.02%	0.04%	655	-3,427	-44.95%	Q2 2026	Jul 31, 2026
Eagle Bay Advisors LLC	History	No change	4,180	445	0.33%	0.39%	656	0	0.0%	Q2 2026	Aug 03, 2026
Glass Jacobson Investment Advisors llc	History	New	4,160	442	0.14%	—	658	+4,160	New	Q2 2026	Jul 30, 2026
WALLER FINANCIAL PLANNING GROUP, INC	History	Reduced	4,152	442	0.09%	0.1%	657	-212	-4.86%	Q2 2026	Jul 07, 2026
Polaris Investment Advisors, LLC	History	Reduced	4,078	434	0.28%	0.35%	659	-407	-9.07%	Q2 2026	Jul 09, 2026
Parallel Advisors, LLC	History	Reduced	4,005	426	0.01%	0.02%	660	-8,900	-68.97%	Q2 2026	Aug 05, 2026
Cherry Tree Wealth Management, LLC	History	No change	4,006	426	0.08%	0.09%	661	0	0.0%	Q2 2026	Sep 15, 2026
MCF Advisors LLC	History	Added to	3,997	425	0.02%	0.01%	663	+1,830	84.45%	Q2 2026	Aug 12, 2026
BFSG, LLC	History	Added to	3,994	425	0.04%	0.03%	665	+1,000	33.4%	Q2 2026	Jul 20, 2026
STEEL GROVE CAPITAL ADVISORS, LLC	History	No change	4,000	425	0.04%	0.04%	662	0	0.0%	Q2 2026	Jul 28, 2026
HCR Wealth Advisors	History	No change	4,000	425	0.04%	0.04%	664	0	0.0%	Q2 2026	Jul 13, 2026
CAPSTONE CAPITAL LLC	History	No change	3,957	421	0.24%	0.27%	666	0	0.0%	Q2 2026	Jul 21, 2026
Aerodigm Wealth, LLC	History	No change	3,950	420	0.14%	0.16%	667	0	0.0%	Q2 2026	Aug 04, 2026
WPG Advisers, LLC	History	Added to	3,927	418	0.25%	0.31%	669	+19	0.49%	Q2 2026	Aug 05, 2026
Team Financial Group, LLC	History	Added to	3,927	418	0.18%	0.19%	668	+14	0.36%	Q2 2026	Jul 10, 2026
NorthCrest Asset Manangement, LLC	History	Added to	3,926	417	0.01%	0.01%	671	+32	0.82%	Q2 2026	Jul 15, 2026
Apollon Wealth Management, LLC	History	No change	3,921	417	0.01%	0.01%	670	0	0.0%	Q2 2026	Jul 22, 2026
KRM WEALTH MANAGEMENT L.L.C.	History	Added to	3,834	408	0.18%	0.21%	672	+24	0.63%	Q2 2026	Aug 07, 2026
Collaborative Wealth Managment Inc.	History	No change	3,795	404	0.17%	0.19%	673	0	0.0%	Q2 2026	Aug 05, 2026
WARNER FINANCIAL, INC	History	No change	3,784	402	0.12%	0.14%	674	0	0.0%	Q2 2026	Jul 09, 2026
WHITTIER TRUST CO	History	Reduced	3,764	400	0.0%	0.01%	675	-2,324	-38.17%	Q2 2026	Jul 27, 2026
Traction Financial Partners, LLC	History	Reduced	3,731	397	0.21%	0.25%	676	-10	-0.27%	Q2 2026	Aug 13, 2026
Generations Wealth, LLC	History	Reduced	3,716	395	0.38%	0.59%	677	-1,946	-34.37%	Q2 2026	Aug 11, 2026
SHRIER WEALTH MANAGEMENT, LLC	History	Added to	3,700	393	0.13%	0.12%	678	+525	16.54%	Q2 2026	Jul 09, 2026
Patriot Financial Group Insurance Agency, LLC	History	Reduced	3,687	392	0.04%	0.04%	679	-3,687	-50.0%	Q2 2026	Jul 16, 2026
BCGM Wealth Management, LLC	History	Reduced	3,686	392	0.08%	0.1%	680	-144	-3.76%	Q2 2026	Aug 04, 2026
Cornerstone Investment Partners, LLC	History	Reduced	3,660	389	0.01%	0.02%	681	-52	-1.4%	Q2 2026	Aug 07, 2026
American Institute for Advanced Investment Management, LLP	History	No change	3,650	388	0.22%	0.25%	682	0	0.0%	Q2 2026	Jul 21, 2026
Centennial Bank/AR/	History	New	3,630	386	0.12%	—	683	+3,630	New	Q2 2026	Aug 10, 2026
Trust Co	History	Added to	3,592	382	0.03%	0.03%	684	+559	18.43%	Q2 2026	Jul 10, 2026
Wealthspire Retirement, LLC	History	Added to	3,593	382	0.02%	0.02%	685	+24	0.67%	Q2 2026	Aug 12, 2026
Marshall Financial Group, LLC	History	No change	3,565	379	0.06%	0.06%	686	0	0.0%	Q2 2026	Jul 17, 2026
Bernardo Wealth Planning LLC	History	Reduced	3,560	378	0.06%	0.08%	687	-77	-2.12%	Q2 2026	Jul 27, 2026
RIVERSEDGE ADVISORS, LLC	History	Added to	3,546	377	0.05%	0.06%	688	+15	0.42%	Q2 2026	Jul 16, 2026
Blue Trust, Inc.	History	Added to	3,535	376	0.0%	0.0%	689	+73	2.11%	Q2 2026	Jul 21, 2026
1834 INVESTMENT ADVISORS CO	History	Reduced	3,530	375	0.04%	0.05%	690	-101	-2.78%	Q2 2026	Jul 30, 2026
SENTINEL PENSION ADVISORS, LLC	History	New	3,529	374	0.05%	—	691	+3,529	New	Q2 2026	Jul 23, 2026
COLUMBIA ADVISORY PARTNERS LLC	History	New	3,514	374	0.21%	—	692	+3,514	New	Q2 2026	Jul 23, 2026
CAP Partners, LLC	History	Added to	3,510	373	0.18%	0.21%	693	+93	2.72%	Q2 2026	Jul 30, 2026
SOUTH PLAINS FINANCIAL, INC.	History	Reduced	3,496	372	0.2%	0.23%	694	-300	-7.9%	Q2 2026	Aug 13, 2026
Park Place Capital Corp	History	Added to	3,479	370	0.06%	0.07%	695	+21	0.61%	Q2 2026	Aug 13, 2026
ISTHMUS PARTNERS, LLC	History	No change	3,472	369	0.04%	0.04%	696	0	0.0%	Q2 2026	Jul 20, 2026
Investment Advisory Group, LLC	History	No change	3,464	368	0.08%	0.09%	697	0	0.0%	Q2 2026	Aug 06, 2026
TRUST CO OF VERMONT	History	New	3,440	366	0.01%	—	698	+3,440	New	Q2 2026	Aug 07, 2026
Petersen Hastings Wealth Advisors Inc.	History	Reduced	3,423	364	0.03%	0.05%	699	-1,218	-26.24%	Q2 2026	Jul 17, 2026
49 WEALTH MANAGEMENT, LLC	History	New	3,411	363	0.07%	—	700	+3,411	New	Q2 2026	Aug 18, 2026
ALONGSIDE, LLC	History	New	3,411	363	0.07%	—	701	+3,411	New	Q2 2026	Aug 14, 2026
Chris Bulman Inc	History	New	3,370	358	0.13%	—	702	+3,370	New	Q2 2026	Jul 22, 2026
LANARK FINANCIAL, INC.	History	Added to	3,356	357	0.02%	0.03%	703	+30	0.9%	Q2 2026	Jul 21, 2026
STOCK YARDS BANK & TRUST CO	History	Added to	3,335	355	0.01%	0.01%	704	+466	16.24%	Q2 2026	Aug 19, 2026
Heritage Wealth Management, Inc. /CA/	History	No change	3,343	355	0.13%	0.2%	705	0	0.0%	Q2 2026	Jul 22, 2026
Foundation Wealth Management, LLC\PA	History	Added to	3,312	352	0.11%	0.07%	706	+1,363	69.93%	Q2 2026	Jul 21, 2026
Busey Bank	History	Reduced	3,306	351	0.01%	0.02%	707	-3,139	-48.7%	Q2 2026	Aug 13, 2026
Armor Investment Advisors, LLC	History	Reduced	3,289	350	0.11%	0.13%	708	-215	-6.14%	Q2 2026	Aug 04, 2026
BETO FINANCIAL GROUP, LLC	History	New	3,289	349	0.18%	—	710	+3,289	New	Q2 2026	Aug 07, 2026
Riverbend Wealth Management, LLC	History	No change	3,285	349	0.18%	0.2%	709	0	0.0%	Q2 2026	Jul 22, 2026
WESTWOOD HOLDINGS GROUP INC	History	New	3,261	347	0.0%	—	711	+3,261	New	Q2 2026	Aug 14, 2026
Advisor Resource Council	History	No change	3,257	346	0.1%	0.11%	712	0	0.0%	Q2 2026	Jul 28, 2026
RWA WEALTH PARTNERS, LLC	History	Added to	3,235	344	0.0%	0.0%	713	+169	5.51%	Q2 2026	Aug 07, 2026
Horst & Graben Wealth Management LLC	History	Added to	3,239	344	0.05%	0.05%	714	+14	0.43%	Q2 2026	Jul 22, 2026
McKinley Carter Wealth Services, Inc.	History	Reduced	3,221	342	0.02%	0.02%	715	-134	-3.99%	Q2 2026	Jul 28, 2026
CAPE COD FIVE CENTS SAVINGS BANK	History	New	3,211	341	0.03%	—	716	+3,211	New	Q2 2026	Aug 14, 2026
Virtue Capital Management, LLC	History	New	3,201	340	0.05%	—	718	+3,201	New	Q2 2026	Aug 05, 2026
Second Line Capital, LLC	History	No change	3,194	340	0.06%	0.06%	717	0	0.0%	Q2 2026	Sep 02, 2026
Traveka Wealth, LLC	History	Reduced	3,187	339	0.11%	0.13%	719	-109	-3.31%	Q2 2026	Jul 21, 2026
WEALTH EFFECTS LLC	History	Added to	3,181	338	0.09%	0.12%	720	+1	0.03%	Q2 2026	Aug 06, 2026
Split Rock Private Trading & Wealth Management, LLC	History	Added to	3,158	336	0.23%	0.18%	723	+983	45.2%	Q2 2026	Jul 22, 2026
Global Wealth Management Investment Advisory, Inc.	History	Added to	3,156	336	0.05%	0.04%	721	+871	38.12%	Q2 2026	Jul 29, 2026
Hutchens & Kramer Investment Management Group, LLC	History	Reduced	3,163	336	0.09%	0.13%	722	-731	-18.77%	Q2 2026	Jul 09, 2026
Foster Group, Inc.	History	Reduced	3,127	332	0.01%	0.01%	725	-4	-0.13%	Q2 2026	Jul 07, 2026
FIRST HORIZON CORP	History	No change	3,124	332	0.01%	0.01%	724	0	0.0%	Q2 2026	Jul 20, 2026
Venture Visionary Partners LLC	History	New	3,095	329	0.01%	—	727	+3,095	New	Q2 2026	Jul 27, 2026
Cannon Financial Strategists, Inc.	History	Reduced	3,097	329	0.04%	0.05%	726	-641	-17.15%	Q2 2026	Aug 07, 2026
OpenArc Corporate Advisory, LLC	History	Reduced	3,062	326	0.0%	0.01%	728	-1,550	-33.61%	Q2 2026	Aug 05, 2026
Valeo Financial Advisors, LLC	History	Reduced	3,057	325	0.01%	0.01%	729	-211	-6.46%	Q2 2026	Jul 08, 2026
VAQUERO PRIVATE WEALTH, LTD	History	New	3,031	322	0.07%	—	731	+3,031	New	Q2 2026	Jul 17, 2026
PROFFITT & GOODSON INC	History	Added to	3,025	322	0.04%	0.04%	730	+481	18.91%	Q2 2026	Jul 22, 2026
Mezzasalma Advisors, LLC	History	Reduced	3,009	320	0.06%	0.09%	733	-387	-11.4%	Q2 2026	Aug 10, 2026
Probity Advisors, Inc.	History	Reduced	3,007	320	0.05%	0.06%	732	-320	-9.62%	Q2 2026	Jul 31, 2026
Wise Wealth Partners	History	Added to	3,013	320	0.54%	0.43%	734	+19	0.63%	Q2 2026	Jul 28, 2026
HERITAGE INVESTORS MANAGEMENT CORP	History	No change	3,000	319	0.01%	0.01%	735	0	0.0%	Q2 2026	Aug 04, 2026
EVERETT HARRIS & CO /CA/	History	No change	3,000	319	0.0%	0.0%	736	0	0.0%	Q2 2026	Aug 03, 2026
CreativeOne Wealth, LLC	History	Added to	2,988	318	0.01%	0.01%	738	+82	2.82%	Q2 2026	Aug 13, 2026
Alta Wealth Advisors LLC	History	Added to	2,993	318	0.09%	0.1%	739	+13	0.44%	Q2 2026	Jul 30, 2026
FIRST MANHATTAN CO. LLC.	History	No change	2,992	318	0.0%	0.0%	737	0	0.0%	Q2 2026	Aug 14, 2026
Ponta Wealth Partners, LLC	History	New	2,979	317	0.17%	—	740	+2,979	New	Q2 2026	Aug 12, 2026
Capital Advisors Wealth Management, LLC	History	New	2,943	313	0.04%	—	741	+2,943	New	Q2 2026	Jul 23, 2026
CWA Asset Management Group, LLC	History	Reduced	2,934	312	0.01%	0.01%	742	-468	-13.76%	Q2 2026	Jul 14, 2026
FIRST CITIZENS BANK & TRUST CO	History	Reduced	2,923	311	0.0%	0.01%	743	-939	-24.31%	Q2 2026	Jul 13, 2026
WEDBUSH SECURITIES INC	History	Added to	2,922	311	0.01%	0.01%	744	+122	4.36%	Q2 2026	Jul 28, 2026
Claro Advisors Inc.	History	New	2,920	310	0.03%	—	745	+2,920	New	Q2 2026	Jul 30, 2026
Eagle Strategies LLC	History	Added to	2,911	309	0.03%	0.04%	746	+73	2.57%	Q2 2026	Jul 21, 2026
Essential Planning, LLC.	History	Added to	2,879	306	0.09%	0.09%	747	+333	13.08%	Q2 2026	Aug 03, 2026
IMA Advisory Services, Inc.	History	New	2,867	305	0.02%	—	748	+2,867	New	Q2 2026	Aug 10, 2026
CacheTech Inc.	History	Reduced	2,853	303	0.05%	0.07%	749	-477	-14.32%	Q2 2026	Aug 11, 2026
Coordinated Financial Services, Inc.	History	No change	2,850	303	0.17%	0.17%	750	0	0.0%	Q1 2026	May 01, 2026
Carolina Wealth Management Inc	History	New	2,832	301	0.14%	—	751	+2,832	New	Q2 2026	Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	New	2,821	300	0.01%	—	753	+2,821	New	Q2 2026	Aug 10, 2026
Firestone Capital Management	History	Added to	2,823	300	0.06%	0.06%	752	+18	0.64%	Q2 2026	Jul 31, 2026
WealthShield Partners, LLC	History	Reduced	2,802	298	0.05%	0.04%	754	-350	-11.1%	Q2 2026	Aug 12, 2026
Capasso Planning Partners LLC	History	Added to	2,797	297	0.15%	0.16%	755	+6	0.21%	Q2 2026	Aug 18, 2026
BALLAST ADVISORS LLC	History	Reduced	2,785	296	0.07%	0.09%	757	-164	-5.56%	Q2 2026	Aug 12, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	Reduced	2,789	296	0.09%	0.1%	756	-9	-0.32%	Q2 2026	Jul 29, 2026
NTV ASSET MANAGEMENT LLC	History	No change	2,768	294	0.03%	0.03%	758	0	0.0%	Q2 2026	Aug 05, 2026
GRANDFIELD & DODD, LLC	History	Reduced	2,750	292	0.02%	0.02%	759	-985	-26.37%	Q2 2026	Aug 07, 2026
Sterling Investment Counsel, LLC	History	Reduced	2,715	289	0.07%	0.08%	760	-89	-3.17%	Q2 2026	Jul 20, 2026
Hills Bank & Trust Co	History	No change	2,702	287	0.01%	0.01%	761	0	0.0%	Q2 2026	Aug 10, 2026
Integris Wealth Management, LLC	History	No change	2,685	285	0.06%	0.07%	762	0	0.0%	Q2 2026	Jul 10, 2026
Ameritas Advisory Services, LLC	History	Reduced	2,672	284	0.01%	0.04%	763	-5,927	-68.93%	Q2 2026	Aug 14, 2026
Sequent Planning LLC	History	Added to	2,663	283	0.06%	0.07%	764	+45	1.72%	Q2 2026	Aug 14, 2026
BALDWIN WEALTH PARTNERS LLC/MA	History	No change	2,640	281	0.02%	0.02%	765	0	0.0%	Q2 2026	Jul 14, 2026
WEST MICHIGAN ADVISORS, LLC	History	Added to	2,623	279	0.05%	0.05%	766	+490	22.97%	Q2 2026	Aug 21, 2026
SEEDS INVESTOR LLC	History	New	2,602	277	0.03%	—	767	+2,602	New	Q2 2026	Aug 12, 2026
LOCKERMAN FINANCIAL GROUP, INC.	History	No change	2,601	276	0.42%	0.5%	768	0	0.0%	Q2 2026	Jul 16, 2026
Clarus Group, Inc.	History	Reduced	2,583	275	0.09%	0.15%	769	-1,285	-33.22%	Q2 2026	Jul 24, 2026
Marion Wealth Management	History	New	2,566	273	0.06%	—	774	+2,566	New	Q2 2026	Jul 16, 2026
XTX Topco Ltd	History	Reduced	2,568	273	0.0%	0.0%	773	-135	-4.99%	Q2 2026	Aug 14, 2026
SHUFRO ROSE & CO LLC	History	Reduced	2,568	273	0.02%	0.02%	770	-126	-4.68%	Q2 2026	Aug 12, 2026
MATTERN CAPITAL MANAGEMENT, LLC	History	Reduced	2,567	273	0.03%	0.03%	772	-1	-0.04%	Q2 2026	Jul 24, 2026
VERITY Wealth Advisors	History	No change	2,568	273	0.16%	0.18%	771	0	0.0%	Q2 2026	Jul 16, 2026
Koss-Olinger Consulting, LLC	History	Reduced	2,553	271	0.02%	0.06%	776	-3,866	-60.23%	Q2 2026	Aug 10, 2026
Kovack Advisors, Inc.	History	Reduced	2,551	271	0.01%	0.01%	775	-48	-1.85%	Q2 2026	Jul 28, 2026
HORAN Wealth, LLC	History	Reduced	2,541	270	0.03%	0.05%	778	-2,521	-49.8%	Q2 2026	Aug 26, 2026
Hidden Cove Wealth Management, LLC	History	No change	2,545	270	0.15%	0.17%	777	0	0.0%	Q2 2026	Jul 21, 2026
Winthrop Advisory Group LLC	History	Added to	2,517	267	0.02%	0.02%	779	+78	3.2%	Q2 2026	Jul 17, 2026
SUMMIT WEALTH GROUP LLC / CO	History	Added to	2,515	267	0.02%	0.03%	780	+11	0.44%	Q2 2026	Jul 28, 2026
Leading Edge Financial Planning LLC	History	New	2,503	266	0.05%	—	783	+2,503	New	Q2 2026	Aug 06, 2026
Unified Investment Management	History	New	2,500	266	0.25%	—	784	+2,500	New	Q2 2026	Jul 27, 2026
LPWM LLC	History	No change	2,501	266	0.06%	0.07%	781	0	0.0%	Q2 2026	Jul 24, 2026
FIDELIS CAPITAL PARTNERS, LLC	History	No change	2,501	266	0.02%	0.02%	782	0	0.0%	Q2 2026	Aug 13, 2026
Private Wealth Asset Management, LLC	History	Reduced	2,498	265	0.03%	0.03%	785	-308	-10.98%	Q2 2026	Aug 11, 2026
Curtis Advisory Group, LLC	History	Added to	2,480	264	0.05%	0.04%	786	+522	26.66%	Q2 2026	Jul 29, 2026
Pinnacle Financial Partners, Inc.	History	New	2,463	262	0.0%	—	787	+2,463	New	Q2 2026	Aug 14, 2026
R2 Capital Strategies, LLC	History	New	2,460	261	0.12%	—	789	+2,460	New	Q2 2026	Jul 23, 2026
Capital Advisors, Ltd. LLC	History	No change	2,452	261	0.03%	0.03%	788	0	0.0%	Q2 2026	Jul 16, 2026
Atlas Legacy Advisors, LLC	History	Reduced	2,445	260	0.04%	0.05%	790	-40	-1.61%	Q2 2026	Jul 31, 2026
White & Co Financial Planning Inc	History	Added to	2,406	256	0.16%	0.18%	791	+22	0.92%	Q2 2026	Jul 15, 2026
TOWER BRIDGE ADVISORS	History	New	2,400	255	0.02%	—	794	+2,400	New	Q2 2026	Aug 12, 2026
Hurlow Wealth Management Group, Inc.	History	Reduced	2,401	255	0.05%	0.08%	792	-816	-25.37%	Q2 2026	Aug 05, 2026
Lodestone Wealth Management LLC	History	No change	2,398	255	0.09%	0.1%	793	0	0.0%	Q2 2026	Jul 23, 2026
Sowell Financial Services LLC	History	Reduced	2,389	254	0.01%	0.01%	795	-102	-4.09%	Q2 2026	Jul 17, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	2,388	253	0.0%	0.01%	796	0	0.0%	Q2 2026	Jul 27, 2026
Robertson Stephens Wealth Management, LLC	History	No change	2,373	252	0.01%	0.01%	797	0	0.0%	Q2 2026	Jul 29, 2026
Journey Beyond Wealth, LLC	History	New	2,367	251	0.2%	—	799	+2,367	New	Q2 2026	Aug 05, 2026
Nautilus Advisors LLC	History	No change	2,370	251	0.15%	0.17%	798	0	0.0%	Q2 2026	Jul 14, 2026
Embree Financial Group	History	Added to	2,357	250	0.03%	0.03%	801	+15	0.64%	Q2 2026	Jul 15, 2026
SUTTON PLACE INVESTORS LLC	History	No change	2,354	250	0.12%	0.14%	800	0	0.0%	Q2 2026	Aug 06, 2026
MISSION WEALTH MANAGEMENT, LP	History	No change	2,346	249	0.0%	0.01%	802	0	0.0%	Q2 2026	Jul 20, 2026
Rialto Wealth Management, LLC	History	No change	2,335	248	0.05%	0.06%	803	0	0.0%	Q2 2026	Aug 11, 2026
Rothschild Wealth LLC	History	New	2,326	247	0.02%	—	804	+2,326	New	Q2 2026	Aug 11, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC	History	Reduced	2,317	246	0.18%	0.21%	806	-150	-6.08%	Q2 2026	Jul 24, 2026
Jaffetilchin Investment Partners, LLC	History	No change	2,317	246	0.01%	0.01%	805	0	0.0%	Q1 2026	May 13, 2026
Guardian Asset Advisors, LLC	History	Reduced	2,309	245	0.11%	0.23%	807	-1,372	-37.27%	Q2 2026	Jul 21, 2026
BCS Wealth Management	History	No change	2,292	244	0.04%	0.05%	808	0	0.0%	Q2 2026	Jul 16, 2026
Agate Pass Investment Management, LLC	History	New	2,272	241	0.09%	—	809	+2,272	New	Q2 2026	Jul 08, 2026
Maia Wealth LLC	History	Reduced	2,248	239	0.04%	0.05%	810	-470	-17.29%	Q2 2026	Jul 28, 2026
FIRST COMMUNITY TRUST NA	History	No change	2,240	238	0.11%	0.18%	811	0	0.0%	Q2 2026	Jul 10, 2026
Wealth Advisory Solutions, LLC	History	No change	2,222	236	0.05%	0.05%	812	0	0.0%	Q2 2026	Jul 24, 2026
CROBAN	History	No change	2,200	234	0.1%	0.11%	813	0	0.0%	Q2 2026	Aug 03, 2026
Westside Investment Management, Inc.	History	No change	2,172	231	0.03%	0.04%	814	0	0.0%	Q2 2026	Jul 27, 2026
AMERIFLEX GROUP, INC.	History	New	2,166	230	0.09%	—	815	+2,166	New	Q2 2026	Aug 13, 2026
Gemmer Asset Management LLC	History	Added to	2,146	228	0.02%	0.02%	816	+14	0.66%	Q2 2026	Jul 15, 2026
Conrad Siegel Investment Advisors, Inc.	History	Added to	2,145	228	0.04%	0.04%	817	+10	0.47%	Q2 2026	Jul 17, 2026
Keel Point, LLC	History	Added to	2,129	226	0.01%	0.01%	818	+80	3.9%	Q2 2026	Aug 14, 2026
Harbour Capital Advisors, LLC	History	New	2,118	225	0.04%	—	819	+2,118	New	Q2 2026	Jul 15, 2026
Henrickson Nauta Wealth Advisors, Inc.	History	Reduced	2,110	224	0.05%	0.08%	820	-702	-24.96%	Q2 2026	Jul 09, 2026
Integrity Advisory Solutions, LLC	History	Reduced	2,101	223	0.02%	0.03%	821	-20	-0.94%	Q2 2026	Jul 31, 2026
Smartleaf Asset Management LLC	History	No change	2,092	222	0.01%	0.01%	822	0	0.0%	Q2 2026	Aug 12, 2026
Balanced Rock Investment Advisors LLC	History	Reduced	2,078	221	0.14%	0.23%	824	-982	-32.09%	Q2 2026	Aug 14, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	History	No change	2,080	221	0.09%	0.1%	823	0	0.0%	Q2 2026	Aug 03, 2026
Rossby Financial, LCC	History	Reduced	2,073	220	0.04%	0.05%	825	-54	-2.54%	Q2 2026	Aug 04, 2026
Legacy Financial Strategies, LLC	History	Reduced	2,060	219	0.03%	0.06%	826	-899	-30.38%	Q2 2026	Jul 21, 2026
Columbus Macro, LLC	History	New	2,045	217	0.02%	—	827	+2,045	New	Q2 2026	Jul 22, 2026
Axis Wealth Partners, LLC	History	New	2,010	214	0.1%	—	830	+2,010	New	Q2 2026	Jul 28, 2026
Lansing Street Advisors	History	Reduced	2,016	214	0.05%	0.06%	828	-118	-5.53%	Q2 2026	Jul 24, 2026
Fiduciary Alliance LLC	History	Added to	2,011	214	0.01%	0.01%	829	+65	3.34%	Q2 2026	Jul 20, 2026
LexAurum Advisors, LLC	History	New	2,000	212	0.02%	—	834	+2,000	New	Q2 2026	Jul 15, 2026
Goldstone Financial Group, LLC	History	Reduced	1,998	212	0.02%	0.02%	833	-6	-0.3%	Q2 2026	Aug 11, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	2,000	212	0.02%	0.02%	831	0	0.0%	Q2 2026	Aug 07, 2026
Sage Mountain Advisors LLC	History	No change	2,000	212	0.01%	0.01%	832	0	0.0%	Q2 2026	Aug 05, 2026
Financial Partners Group, Inc	History	New	1,991	211	0.02%	—	835	+1,991	New	Q2 2026	Jul 23, 2026
Strategic Investment Solutions, Inc. /IL	History	Added to	1,976	210	0.05%	0.04%	837	+277	16.3%	Q2 2026	Jul 08, 2026
Bedel Financial Consulting, Inc.	History	Added to	1,981	210	0.02%	0.02%	836	+56	2.91%	Q2 2026	Jul 29, 2026
High Probability Advisors, LLC	History	No change	1,971	209	0.02%	0.03%	838	0	0.0%	Q2 2026	Jul 13, 2026
Accel Wealth Management	History	New	1,962	208	0.05%	—	840	+1,962	New	Q2 2026	Jul 10, 2026
ZEVIN ASSET MANAGEMENT LLC	History	No change	1,962	208	0.03%	0.03%	839	0	0.0%	Q2 2026	Aug 06, 2026
FIRST HAWAIIAN BANK	History	No change	1,935	206	0.03%	0.03%	841	0	0.0%	Q2 2026	Jul 13, 2026
Uptown Financial Advisors LLC	History	No change	1,935	206	0.14%	0.16%	842	0	0.0%	Q2 2026	Jul 10, 2026
Paladin Partners, LLC	History	No change	1,935	206	0.14%	0.15%	843	0	0.0%	Q2 2026	Aug 07, 2026
Omnia Family Wealth, LLC	History	Reduced	1,928	205	0.05%	0.08%	844	-475	-19.77%	Q2 2026	Jul 09, 2026
Geneos Wealth Management Inc.	History	No change	1,907	203	0.0%	0.0%	845	0	0.0%	Q2 2026	Aug 06, 2026
NORTHERN TRUST CORP	History	Reduced	1,901	202	0.0%	0.0%	846	-6,440	-77.21%	Q2 2026	Aug 13, 2026
FIRST INTERSTATE BANK	History	No change	1,895	201	0.01%	0.01%	847	0	0.0%	Q2 2026	Jul 24, 2026
Jessup Wealth Management, Inc	History	No change	1,884	200	0.06%	0.07%	848	0	0.0%	Q2 2026	Aug 11, 2026
AssuredPartners Investment Advisors, LLC	History	No change	1,882	200	0.02%	0.02%	849	0	0.0%	Q2 2026	Aug 10, 2026
BLUELINE ADVISORS LLC	History	Added to	1,799	191	0.13%	0.13%	850	+195	12.16%	Q2 2026	Jul 27, 2026
DT Investment Partners, LLC	History	Added to	1,497	159	0.01%	0.01%	851	+725	93.91%	Q2 2026	Jul 27, 2026
Glen Eagle Advisors, LLC	History	No change	1,427	151	0.02%	0.02%	852	0	0.0%	Q2 2026	Aug 14, 2026
Independence Bank of Kentucky	History	No change	1,365	145	0.02%	0.02%	853	0	0.0%	Q2 2026	Jul 13, 2026
PRIVATE TRUST CO NA	History	No change	1,357	144	0.01%	0.01%	854	0	0.0%	Q2 2026	Jul 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	Reduced	1,313	139	0.0%	0.0%	855	-896	-40.56%	Q2 2026	Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	1,300	138	0.03%	0.03%	856	0	0.0%	Q2 2026	Jul 23, 2026
Integrity Financial Corp /WA	History	No change	1,245	132	0.06%	0.07%	857	0	0.0%	Q2 2026	Jul 31, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	New	1,179	125	0.02%	—	858	+1,179	New	Q2 2026	Aug 12, 2026
Oakworth Capital, Inc.	History	New	1,113	118	0.01%	—	859	+1,113	New	Q2 2026	Jul 22, 2026
Cornerstone Financial Management LLC	History	Reduced	1,090	116	0.09%	0.14%	860	-393	-26.5%	Q2 2026	Aug 28, 2026
CULLEN/FROST BANKERS, INC.	History	Reduced	1,085	115	0.0%	0.0%	861	-1,629	-60.02%	Q2 2026	Jul 27, 2026
Robinswood Financial LLC	History	No change	1,088	115	0.03%	0.04%	862	0	0.0%	Q2 2026	Jul 14, 2026
Sunbelt Securities, Inc.	History	No change	1,044	111	0.01%	0.01%	863	0	0.0%	Q1 2026	May 15, 2026
NI ACQUISITIONS COMPANY, LLC	History	New	999	106	0.05%	—	864	+999	New	Q2 2026	Aug 05, 2026
NBH Bank	History	New	974	103	0.04%	—	865	+974	New	Q2 2026	Aug 14, 2026
HUNTINGTON NATIONAL BANK	History	No change	948	100	0.0%	0.0%	866	0	0.0%	Q2 2026	Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	945	100	0.0%	0.0%	867	0	0.0%	Q2 2026	Jul 20, 2026
Bank of Jackson Hole Trust	History	No change	903	96	0.05%	0.05%	868	0	0.0%	Q1 2026	May 12, 2026
Atlantic Union Bankshares Corp	History	New	890	94	0.0%	—	869	+890	New	Q2 2026	Aug 11, 2026
Collier Financial	History	Added to	785	83	0.06%	0.06%	870	+4	0.51%	Q2 2026	Jul 30, 2026
ARMSTRONG ADVISORY GROUP, INC	History	No change	763	81	0.0%	0.01%	871	0	0.0%	Q2 2026	Jul 13, 2026
Vision Retirement, LLC	History	No change	762	81	0.02%	0.02%	872	0	0.0%	Q2 2026	Jul 21, 2026
SIGNATUREFD, LLC	History	New	704	74	0.0%	—	874	+704	New	Q2 2026	Jul 23, 2026
HHM Wealth Advisors, LLC	History	No change	700	74	0.01%	0.01%	873	0	0.0%	Q2 2026	Jul 13, 2026
Capital Investment Counsel, Inc	History	No change	659	70	0.01%	0.01%	875	0	0.0%	Q2 2026	Jul 27, 2026
MOTCO	History	No change	637	67	0.01%	0.01%	876	0	0.0%	Q2 2026	Jul 31, 2026
Vermillion Wealth Management, Inc.	History	Added to	629	66	0.02%	0.0%	877	+611	3394.44%	Q2 2026	Jul 15, 2026
Pacifica Partners Inc.	History	No change	625	66	0.02%	0.02%	878	0	0.0%	Q2 2026	Jul 13, 2026
Cassaday & Co Wealth Management LLC	History	No change	570	60	0.0%	0.0%	879	0	0.0%	Q2 2026	Aug 10, 2026
Stone House Investment Management, LLC	History	No change	528	56	0.01%	0.01%	880	0	0.0%	Q2 2026	Aug 05, 2026
Atlatl Advisers LLC	History	New	525	55	0.01%	—	881	+525	New	Q2 2026	Jul 22, 2026
Monetary Solutions, Ltd	History	Added to	515	54	0.05%	0.05%	882	+3	0.59%	Q2 2026	Jul 23, 2026
HORIZON FINANCIAL SERVICES, LLC	History	Added to	491	52	0.02%	0.02%	883	+20	4.25%	Q2 2026	Jul 20, 2026
10Elms LLP	History	No change	435	46	0.02%	0.03%	884	0	0.0%	Q2 2026	Aug 14, 2026
Moisand Fitzgerald Tamayo, LLC	History	New	404	43	0.0%	—	885	+404	New	Q2 2026	Jul 13, 2026
MASECO LLP	History	No change	403	42	0.0%	0.0%	886	0	0.0%	Q2 2026	Aug 05, 2026
Field & Main Bank	History	Reduced	376	40	0.01%	0.02%	887	-275	-42.24%	Q2 2026	Aug 19, 2026
Signature Equity Partners, LLC	History	No change	375	39	0.02%	0.02%	888	0	0.0%	Q2 2026	Jul 30, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	History	No change	329	35	0.01%	0.01%	889	0	0.0%	Q2 2026	Aug 07, 2026
SouthState Bank Corp	History	No change	321	34	0.0%	0.0%	890	0	0.0%	Q2 2026	Aug 06, 2026
Buck Wealth Strategies, LLC	History	New	306	32	0.0%	—	891	+306	New	Q2 2026	Jul 30, 2026
Greykasell Wealth Strategies, Inc.	History	No change	294	31	0.01%	0.01%	892	0	0.0%	Q2 2026	Aug 11, 2026
Brooklyn FI, LLC	History	New	272	28	0.01%	—	893	+272	New	Q2 2026	Aug 04, 2026
AdvisorNet Financial, Inc	History	No change	256	27	0.0%	0.0%	894	0	0.0%	Q2 2026	Jul 23, 2026
Longview Financial Advisors LLC	History	No change	250	26	0.01%	0.01%	895	0	0.0%	Q2 2026	Jul 14, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	234	24	0.0%	0.0%	896	0	0.0%	Q2 2026	Aug 12, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	226	24	0.0%	0.0%	897	0	0.0%	Q2 2026	Jul 29, 2026
Financial Network Wealth Advisors LLC	History	Added to	219	23	0.02%	0.02%	898	+1	0.46%	Q2 2026	Jul 29, 2026
Frisco Financial Planning LLC	History	No change	210	22	0.02%	0.02%	899	0	0.0%	Q2 2026	Jul 02, 2026
DELTA ASSET MANAGEMENT LLC/TN	History	No change	200	21	0.0%	0.0%	900	0	0.0%	Q2 2026	Aug 10, 2026
Balentine LLC	History	No change	144	15	0.0%	0.0%	901	0	0.0%	Q2 2026	Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC.	History	Reduced	130	14	0.0%	0.0%	902	-163	-55.63%	Q2 2026	Aug 13, 2026
Johnson Financial Group, Inc.	History	No change	133	14	0.0%	0.0%	903	0	0.0%	Q2 2026	Aug 10, 2026
VANGUARD ADVISERS INC	History	No change	129	13	0.0%	0.0%	904	0	0.0%	Q2 2026	Aug 13, 2026
VALLEY WEALTH MANAGERS, INC.	History	Reduced	113	12	0.0%	0.01%	905	-693	-85.98%	Q2 2026	Aug 04, 2026
Retirement Wealth Solutions LLC	History	Added to	118	12	0.01%	0.01%	907	+1	0.85%	Q2 2026	Jul 07, 2026
Transamerica Financial Advisors, LLC	History	No change	114	12	0.0%	0.0%	906	0	0.0%	Q2 2026	Aug 14, 2026
Holos Integrated Wealth LLC	History	No change	118	12	0.01%	0.01%	908	0	0.0%	Q2 2026	Jul 15, 2026
Cornerstone Planning Group LLC	History	Reduced	105	11	0.0%	0.0%	909	-159	-60.23%	Q2 2026	Jul 29, 2026
Caldwell Trust Co	History	Reduced	101	10	0.0%	0.0%	910	-100	-49.75%	Q2 2026	Aug 03, 2026
Anchor Bay Capital, Inc.	History	New	100	10	0.01%	—	911	+100	New	Q2 2026	Aug 11, 2026
Bogart Wealth, LLC	History	New	91	9	0.0%	—	915	+91	New	Q2 2026	Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	New	86	9	0.0%	—	916	+86	New	Q2 2026	Jul 22, 2026
Tidemark, LLC	History	New	86	9	0.0%	—	917	+86	New	Q2 2026	Aug 10, 2026
ABOUND FINANCIAL, LLC	History	Reduced	87	9	0.0%	0.01%	913	-59	-40.41%	Q2 2026	Aug 14, 2026
Crews Bank & Trust	History	Added to	88	9	0.0%	0.0%	914	+49	125.64%	Q2 2026	Jul 16, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	89	9	0.0%	0.0%	912	0	0.0%	Q2 2026	Jul 07, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	New	83	8	0.0%	—	918	+83	New	Q2 2026	Jul 27, 2026
EPG Wealth Management LLC	History	No change	61	6	0.0%	0.0%	919	0	0.0%	Q2 2026	Jul 28, 2026
Bell Investment Advisors, Inc	History	No change	64	6	0.0%	0.0%	920	0	0.0%	Q2 2026	Aug 06, 2026
Joseph Group Capital Management	History	Reduced	56	5	0.0%	0.0%	921	-41	-42.27%	Q2 2026	Aug 06, 2026
Quest 10 Wealth Builders, Inc.	History	No change	56	5	0.0%	0.0%	922	0	0.0%	Q2 2026	Jul 24, 2026
SOA Wealth Advisors, LLC.	History	New	42	4	0.0%	—	923	+42	New	Q2 2026	Jul 21, 2026
Russell Investments Group, Ltd.	History	New	32	3	0.0%	—	927	+32	New	Q2 2026	Aug 06, 2026
DUNCKER STREETT & CO INC	History	No change	31	3	0.0%	0.0%	924	0	0.0%	Q2 2026	Jul 28, 2026
EASTERN BANK	History	No change	31	3	0.0%	0.0%	925	0	0.0%	Q2 2026	Jul 01, 2026
HOLLENCREST CAPITAL MANAGEMENT	History	No change	36	3	0.0%	0.0%	926	0	0.0%	Q2 2026	Aug 13, 2026
Robbins Farley	History	New	26	2	0.0%	—	930	+26	New	Q2 2026	Jul 22, 2026
Financial Management Professionals, Inc.	History	New	21	2	0.0%	—	929	+21	New	Q2 2026	Jul 09, 2026
SOFI WEALTH, LLC	History	Reduced	22	2	0.0%	0.0%	928	-8	-26.67%	Q2 2026	Aug 10, 2026
JANE STREET GROUP, LLC	History	Closed out	0	0	—	0.0%	—	-96,390	-100.0%	Q2 2026	Aug 14, 2026
Alaethes Wealth, LLC	History	Closed out	0	0	—	2.12%	—	-69,878	-100.0%	Q2 2026	Aug 14, 2026
Independent Advisor Alliance	History	Closed out	0	0	—	0.01%	—	-10,504	-100.0%	Q2 2026	Aug 12, 2026
Ascentis Independent Advisors	History	Closed out	0	0	—	0.08%	—	-10,038	-100.0%	Q2 2026	Aug 04, 2026
1ST SOURCE BANK	History	Closed out	0	0	—	0.05%	—	-9,353	-100.0%	Q2 2026	Aug 06, 2026
Amplius Wealth Advisors, LLC	History	Closed out	0	0	—	0.08%	—	-8,708	-100.0%	Q2 2026	Jul 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	Closed out	0	0	—	0.04%	—	-7,399	-100.0%	Q2 2026	Jul 23, 2026
GC Wealth Management RIA, LLC	History	Closed out	0	0	—	0.03%	—	-6,372	-100.0%	Q2 2026	Jul 16, 2026
Flaharty Asset Management, LLC	History	Closed out	0	0	—	0.07%	—	-5,167	-100.0%	Q2 2026	Jul 08, 2026
Sun Financial Inc	History	Closed out	0	0	—	0.27%	—	-5,082	-100.0%	Q2 2026	Aug 11, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	History	Closed out	0	0	—	0.29%	—	-4,387	-100.0%	Q2 2026	Aug 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC	History	Closed out	0	0	—	0.02%	—	-4,357	-100.0%	Q2 2026	Aug 05, 2026
JHP Wealth Management, LLC	History	Closed out	0	0	—	0.4%	—	-3,956	-100.0%	Q2 2026	Jul 30, 2026
Purkiss Capital Advisors LLC	History	Closed out	0	0	—	0.17%	—	-3,657	-100.0%	Q2 2026	Jul 30, 2026
Passive Capital Management, LLC.	History	Closed out	0	0	—	0.09%	—	-2,979	-100.0%	Q2 2026	Aug 10, 2026
Facet Wealth, Inc.	History	Closed out	0	0	—	0.01%	—	-2,870	-100.0%	Q2 2026	Jul 27, 2026
FLAGSTAR SECURITIES, INC	History	Closed out	0	0	—	0.11%	—	-2,846	-100.0%	Q2 2026	Jul 15, 2026
KEYVANTAGE WEALTH, LLC	History	Closed out	0	0	—	0.12%	—	-2,623	-100.0%	Q2 2026	Aug 11, 2026
Targeted Financial Services LLC	History	Closed out	0	0	—	0.21%	—	-2,403	-100.0%	Q2 2026	Jul 16, 2026
Elevated Financial Group LLC	History	Closed out	0	0	—	0.08%	—	-2,386	-100.0%	Q2 2026	Jul 22, 2026
Pasadena Private Wealth, LLC	History	Closed out	0	0	—	0.03%	—	-2,278	-100.0%	Q2 2026	Aug 10, 2026
Symphony Financial, Ltd. Co.	History	Closed out	0	0	—	0.03%	—	-2,265	-100.0%	Q2 2026	Aug 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS	History	Closed out	0	0	—	0.02%	—	-2,068	-100.0%	Q2 2026	Jul 22, 2026
One Wealth Advisors, LLC	History	Closed out	0	0	—	0.03%	—	-2,062	-100.0%	Q2 2026	Aug 06, 2026
Northstar Financial Companies, Inc.	History	Closed out	0	0	—	0.17%	—	-2,014	-100.0%	Q2 2026	Aug 06, 2026
VCI Wealth Management LLC	History	Closed out	0	0	—	0.06%	—	-2,004	-100.0%	Q2 2026	Aug 04, 2026
Bigelow Investment Advisors, LLC	History	Closed out	0	0	—	0.08%	—	-1,931	-100.0%	Q2 2026	Jul 30, 2026
CALTON & ASSOCIATES, INC.	History	Closed out	0	0	—	0.03%	—	-1,928	-100.0%	Q2 2026	Aug 10, 2026
AMERICAN NATIONAL BANK & TRUST	History	Closed out	0	0	—	0.02%	—	-1,584	-100.0%	Q2 2026	Jul 22, 2026
Measured Wealth Private Client Group, LLC	History	Closed out	0	0	—	0.05%	—	-1,577	-100.0%	Q2 2026	Aug 10, 2026
WFA of San Diego, LLC	History	Closed out	0	0	—	0.08%	—	-894	-100.0%	Q2 2026	Aug 14, 2026
POM Investment Strategies, LLC	History	Closed out	0	0	—	0.09%	—	-663	-100.0%	Q2 2026	Jul 30, 2026
ATLAS CAPITAL ADVISORS INC.	History	Closed out	0	0	—	0.01%	—	-463	-100.0%	Q2 2026	Aug 13, 2026
Bernard Wealth Management Corp.	History	Closed out	0	0	—	0.02%	—	-450	-100.0%	Q2 2026	Aug 21, 2026
Global Wealth Strategies & Associates	History	Closed out	0	0	—	0.01%	—	-214	-100.0%	Q2 2026	Jul 01, 2026
Lloyd Advisory Services, LLC.	History	Closed out	0	0	—	0.01%	—	-189	-100.0%	Q2 2026	Aug 07, 2026
Kingdom Financial Group LLC.	History	Closed out	0	0	—	0.01%	—	-189	-100.0%	Q2 2026	Aug 07, 2026
Mascoma Wealth Management LLC	History	Closed out	0	0	—	0.0%	—	-145	-100.0%	Q2 2026	Jul 24, 2026
Clarity Asset Management, Inc.	History	Closed out	0	0	—	0.0%	—	-30	-100.0%	Q2 2026	Jul 16, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC	History	Closed out	0	0	—	0.0%	—	-28	-100.0%	Q2 2026	Aug 14, 2026
DHJJ Financial Advisors, Ltd.	History	Closed out	0	0	—	0.0%	—	-24	-100.0%	Q2 2026	Jul 24, 2026
ASHTON THOMAS SECURITIES, LLC	History	Closed out	0	0	—	0.0%	—	-14	-100.0%	Q2 2026	Jul 27, 2026
Plante Moran Financial Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-12	-100.0%	Q2 2026	Aug 06, 2026
City State Bank	History	New	6	0	—	—	—	+6	New	Q2 2026	Jul 14, 2026
Activest Wealth Management	History	Closed out	0	0	—	—	—	-3	-100.0%	Q2 2026	Jul 16, 2026
Concord Wealth Partners	History	New	1	0	—	—	—	+1	New	Q2 2026	Jul 27, 2026
Midwest Capital Advisors, LLC	History	Closed out	0	0	—	—	—	-1	-100.0%	Q2 2026	Jul 28, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	3	0	—	—	—	0	0.0%	Q2 2026	Aug 06, 2026
Community Financial Services Group, LLC	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Jul 09, 2026