iSHARES TRUST - SUSA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 1,440,521 | 222,272 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,180,021 | 182,077 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,057,780 | 163,215 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 669,168 | 103,252 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPINNAKER TRUST | History | No change | 565,699 | 87,287 | 4.24% | 4.24% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| M&T BANK CORP | History | No change | 563,054 | 86,879 | 0.25% | 0.25% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IMA Advisory Services, Inc. | History | No change | 524,325 | 80,903 | 5.06% | 5.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 505,698 | 78,029 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BlackRock, Inc. | History | No change | 482,294 | 74,417 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 479,718 | 74,037 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acorns Advisers, LLC | History | No change | 451,365 | 69,645 | 0.45% | 0.45% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 434,837 | 67,095 | 0.82% | 0.82% | 12 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 390,877 | 60,312 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 381,259 | 58,382 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 336,349 | 51,898 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shira Ridge Wealth Management | History | No change | 288,096 | 44,453 | 15.51% | 15.51% | 16 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LPL Financial LLC | History | No change | 280,854 | 43,335 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 270,917 | 41,802 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 230,321 | 35,538 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 192,575 | 29,714 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 189,670 | 29,249 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 178,987 | 27,617 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 131,445 | 20,282 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HM PAYSON & CO | History | No change | 128,070 | 19,761 | 0.26% | 0.26% | 24 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stewardship Advisors, LLC | History | No change | 125,349 | 19,341 | 4.02% | 4.02% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 95,352 | 14,712 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farrow Financial, Inc. | History | No change | 92,788 | 14,317 | 7.64% | 7.64% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 90,668 | 13,990 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quent Capital, LLC | History | No change | 90,467 | 13,959 | 0.86% | 0.86% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 83,066 | 12,817 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 94,823 | 12,526 | 0.21% | 0.21% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 78,893 | 12,287 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 76,050 | 11,734 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 72,894 | 11,247 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fund Evaluation Group, LLC | History | No change | 70,915 | 10,942 | 0.3% | 0.3% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 63,410 | 9,784 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 60,537 | 9,340 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| eCIO, Inc. | History | No change | 60,027 | 9,262 | 2.6% | 2.6% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 55,905 | 8,626 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 54,403 | 8,394 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NewEdge Advisors, LLC | History | No change | 53,342 | 8,230 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 52,635 | 8,125 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accredited Investors Inc. | History | No change | 52,268 | 8,064 | 0.35% | 0.35% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 51,561 | 7,955 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 51,394 | 7,930 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 49,249 | 7,599 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 48,155 | 7,430 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corundum Group, Inc. | History | No change | 47,936 | 7,396 | 2.19% | 2.19% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Destination Wealth Management | History | No change | 47,522 | 7,332 | 0.17% | 0.17% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 46,081 | 7,110 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 44,767 | 6,907 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 43,611 | 6,729 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 43,704 | 6,608 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | No change | 42,500 | 6,557 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ASPIRIANT, LLC | History | No change | 40,507 | 6,250 | 0.15% | 0.15% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 39,993 | 6,170 | 3.05% | 3.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 39,892 | 6,155 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 39,580 | 6,107 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 39,189 | 6,082 | 1.76% | 1.76% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | No change | 39,116 | 6,035 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 38,874 | 5,998 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 37,420 | 5,773 | 1.14% | 1.14% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 36,569 | 5,642 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 35,082 | 5,413 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 34,751 | 5,362 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olde Wealth Management, LLC | History | No change | 34,653 | 5,346 | 1.52% | 1.52% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Garde Capital, Inc. | History | No change | 34,525 | 5,327 | 0.24% | 0.24% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 34,192 | 5,275 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 33,985 | 5,243 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BigSur Wealth Management LLC | History | No change | 32,000 | 4,937 | 1.19% | 1.19% | 70 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 30,483 | 4,745 | 0.33% | 0.33% | 71 | -33 | -0.11% | Q3 2026 | Oct 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 30,158 | 4,653 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Modern Wealth Management, LLC | History | No change | 29,197 | 4,505 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 28,780 | 4,440 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 28,649 | 4,420 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 27,952 | 4,312 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NorthRock Partners, LLC | History | No change | 26,909 | 4,152 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 25,224 | 3,892 | 0.13% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CPC Advisors, LLC | History | No change | 24,789 | 3,824 | 0.52% | 0.52% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 24,528 | 3,784 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 24,349 | 3,757 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 23,724 | 3,660 | 0.31% | 0.31% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VERITY Wealth Advisors | History | No change | 23,263 | 3,589 | 2.17% | 2.17% | 83 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BAILARD, INC. | History | No change | 23,001 | 3,549 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 3EDGE Asset Management, LP | History | No change | 22,615 | 3,489 | 0.16% | 0.16% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 22,505 | 3,460 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simmons Bank | History | No change | 22,310 | 3,442 | 0.2% | 0.2% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ledyard National Bank | History | No change | 22,096 | 3,409 | 0.27% | 0.27% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 21,755 | 3,356 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 21,329 | 3,291 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 20,872 | 3,220 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,851 | 3,217 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CGN Advisors LLC | History | No change | 20,793 | 3,208 | 0.23% | 0.23% | 93 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 20,387 | 3,144 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shepherd Financial Partners LLC | History | No change | 20,337 | 3,137 | 0.26% | 0.26% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 20,133 | 3,106 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 20,132 | 3,106 | 1.67% | 1.67% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HB Wealth Management, LLC | History | No change | 20,081 | 3,098 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 19,884 | 3,068 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 19,830 | 3,059 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 19,329 | 2,982 | 0.75% | 0.75% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMERCE BANK | History | No change | 18,295 | 2,822 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 18,205 | 2,809 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 18,088 | 2,791 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aprio Wealth Management, LLC | History | No change | 17,990 | 2,775 | 0.14% | 0.14% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 20,245 | 2,674 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| One Wealth Advisors, LLC | History | No change | 16,354 | 2,523 | 0.28% | 0.28% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 15,903 | 2,453 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GoalVest Advisory LLC | History | Reduced | 15,387 | 2,395 | 0.41% | 0.44% | 109 | -53 | -0.34% | Q3 2026 | Oct 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 15,054 | 2,322 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 14,790 | 2,282 | 0.1% | 0.1% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 15,012 | 2,276 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Dedication, LLC | History | No change | 14,400 | 2,221 | 0.14% | 0.14% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 14,234 | 2,196 | 0.47% | 0.47% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 13,929 | 2,149 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 13,829 | 2,133 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 13,736 | 2,119 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evercore Wealth Management, LLC | History | No change | 13,358 | 2,061 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winthrop Advisory Group LLC | History | No change | 13,163 | 2,031 | 0.14% | 0.14% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Milestone Investment Advisors LLC | History | No change | 13,089 | 2,019 | 0.44% | 0.44% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ryan Investment Management, Inc. | History | No change | 12,961 | 1,999 | 0.9% | 0.9% | 121 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ellevest, Inc. | History | No change | 12,809 | 1,972 | 0.23% | 0.23% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Pacific Financial | History | No change | 12,260 | 1,891 | 0.23% | 0.23% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 12,184 | 1,879 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| New Covenant Trust Company, N.A. | History | No change | 12,145 | 1,873 | 1.41% | 1.41% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 12,054 | 1,859 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 11,896 | 1,835 | 0.29% | 0.29% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 11,857 | 1,829 | 0.17% | 0.17% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 11,809 | 1,822 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 11,648 | 1,797 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 11,649 | 1,797 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 11,440 | 1,765 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 11,404 | 1,759 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 10,861 | 1,675 | 0.59% | 0.59% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,836 | 1,671 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Members Trust Co | History | No change | 10,765 | 1,661 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 10,648 | 1,642 | 0.4% | 0.4% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MAI Capital Management | History | No change | 10,587 | 1,633 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 10,571 | 1,631 | 1.17% | 1.17% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,217 | 1,576 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHI TRUST Co LLC | History | No change | 10,000 | 1,543 | 1.0% | 1.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 9,998 | 1,542 | 0.56% | 0.56% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 9,939 | 1,533 | 0.26% | 0.26% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NEPC LLC | History | No change | 9,903 | 1,528 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 9,844 | 1,518 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SK Wealth Management, LLC | History | No change | 9,547 | 1,515 | 0.34% | 0.34% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 9,760 | 1,505 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 9,742 | 1,503 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 9,620 | 1,484 | 0.63% | 0.63% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Colorado Capital Management, Inc. | History | No change | 9,395 | 1,468 | 0.5% | 0.5% | 150 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Portland Global Advisors LLC | History | No change | 9,505 | 1,466 | 0.14% | 0.14% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 9,495 | 1,465 | 0.23% | 0.23% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Berman McAleer LLC | History | No change | 9,254 | 1,427 | 0.17% | 0.17% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,134 | 1,409 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WESBANCO BANK INC | History | No change | 8,624 | 1,330 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 8,579 | 1,323 | 0.97% | 0.97% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,563 | 1,321 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TFC Financial Management, Inc. | History | No change | 8,523 | 1,315 | 0.15% | 0.15% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Destiny Capital Corp/CO | History | No change | 8,312 | 1,282 | 0.6% | 0.6% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abacus Planning Group, Inc. | History | No change | 8,262 | 1,274 | 0.16% | 0.16% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRENTISS SMITH & CO INC | History | No change | 8,220 | 1,268 | 0.7% | 0.7% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Haverford Trust Co | History | No change | 8,180 | 1,262 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Round Rock Advisors LLC | History | No change | 8,139 | 1,255 | 0.16% | 0.16% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 8,121 | 1,253 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 8,051 | 1,242 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 8,008 | 1,235 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Planning Fort Collins, LLC | History | No change | 7,854 | 1,218 | 0.92% | 0.92% | 167 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 7,809 | 1,204 | 0.72% | 0.72% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 7,792 | 1,202 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moment Partners, LLC | History | No change | 7,622 | 1,176 | 0.21% | 0.21% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Finley Financial, LLC | History | No change | 7,610 | 1,174 | 0.47% | 0.47% | 171 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 7,558 | 1,166 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 7,460 | 1,151 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 7,455 | 1,150 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coastline Trust Co | History | Reduced | 7,381 | 1,149 | 0.11% | 0.11% | 175 | -326 | -4.23% | Q3 2026 | Oct 01, 2026 |
| Midwest Trust Co | History | No change | 7,401 | 1,141 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | No change | 7,271 | 1,121 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 7,156 | 1,104 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 7,082 | 1,092 | 0.1% | 0.1% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 7,028 | 1,084 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curbstone Financial Management Corp | History | No change | 6,966 | 1,074 | 0.18% | 0.18% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 6,935 | 1,070 | 0.55% | 0.55% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XTX Topco Ltd | History | No change | 6,776 | 1,045 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 6,747 | 1,041 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,447 | 994 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 6,373 | 983 | 0.13% | 0.13% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 6,365 | 982 | 0.08% | 0.08% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,349 | 979 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 6,207 | 957 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 6,098 | 940 | 0.07% | 0.07% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 6,008 | 926 | 0.2% | 0.2% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 6,000 | 925 | 0.22% | 0.22% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Counsel, LLC | History | No change | 6,000 | 925 | 0.11% | 0.11% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,959 | 919 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 6,037 | 918 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hills Bank & Trust Co | History | No change | 5,939 | 916 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 5,930 | 914 | 0.07% | 0.07% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,911 | 911 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Well Done, LLC | History | No change | 5,905 | 911 | 0.12% | 0.12% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,897 | 909 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 5,854 | 903 | 0.28% | 0.28% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New Hampshire | History | No change | 5,790 | 901 | 0.19% | 0.19% | 202 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 5,799 | 894 | 0.12% | 0.12% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,733 | 884 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5,521 | 851 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,471 | 844 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5,468 | 843 | 0.09% | 0.09% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McAdam, LLC | History | No change | 5,449 | 840 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RED REEF ADVISORS LLC | History | No change | 5,445 | 840 | 0.77% | 0.77% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sigma Planning Corp | History | No change | 5,429 | 837 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mechanics Bank Trust Department | History | No change | 5,400 | 833 | 0.1% | 0.1% | 211 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 5,296 | 817 | 0.09% | 0.09% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,261 | 811 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 5,241 | 808 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,210 | 803 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,203 | 802 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brio Consultants, LLC | History | No change | 5,116 | 789 | 0.09% | 0.09% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,110 | 788 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 5,000 | 771 | 0.39% | 0.39% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 4,986 | 769 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Peak Financial Management, Inc. | History | No change | 4,960 | 765 | 0.18% | 0.18% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LRI Investments, LLC | History | No change | 4,940 | 762 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | No change | 4,914 | 758 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SCS Capital Management LLC | History | No change | 4,886 | 753 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 4,878 | 752 | 0.07% | 0.07% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 4,819 | 743 | 0.14% | 0.14% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ProVise Management Group, LLC | History | No change | 4,777 | 737 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRIGHTON JONES LLC | History | No change | 4,776 | 736 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,764 | 735 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 4,747 | 732 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TriaGen Wealth Management LLC | History | No change | 4,742 | 731 | 0.18% | 0.18% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Facet Wealth, Inc. | History | No change | 4,722 | 728 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 4,662 | 719 | 0.11% | 0.11% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWS Financial Advisors, LLC | History | No change | 4,602 | 710 | 0.16% | 0.16% | 234 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 4,591 | 705 | 0.15% | 0.15% | 235 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| West Financial Advisors, LLC | History | No change | 4,559 | 703 | 0.11% | 0.11% | 236 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 4,554 | 702 | 0.14% | 0.14% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 4,536 | 700 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 4,518 | 697 | 0.08% | 0.08% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | No change | 4,488 | 692 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGF MANAGEMENT LTD | History | No change | 4,400 | 678 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASL Financial, LLC | History | No change | 4,396 | 678 | 0.48% | 0.48% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 4,389 | 677 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,386 | 676 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 4,369 | 674 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 4,590 | 674 | 0.5% | 0.5% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 4,295 | 657 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Opulen Financial Group LLC | History | No change | 4,261 | 657 | 0.41% | 0.41% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,253 | 656 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sharper & Granite LLC | History | No change | 4,247 | 655 | 0.2% | 0.2% | 250 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Global Assets Advisory, LLC | History | No change | 4,243 | 654 | 0.14% | 0.14% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nautilus Advisors LLC | History | Reduced | 4,200 | 653 | 0.4% | 0.57% | 252 | -2,000 | -32.26% | Q3 2026 | Oct 06, 2026 |
| Western Wealth Management, LLC | History | No change | 4,168 | 643 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,166 | 642 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mill Capital Management, LLC | History | No change | 4,150 | 640 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 4,096 | 632 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 4,078 | 629 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TruNorth Capital Management, LLC | History | No change | 4,066 | 627 | 0.1% | 0.1% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,057 | 625 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 4,039 | 623 | 0.14% | 0.14% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Asset Management Inc | History | No change | 4,010 | 618 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Progressive Investment Management Corp | History | No change | 4,000 | 617 | 0.14% | 0.14% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 3,984 | 614 | 0.29% | 0.29% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 3,975 | 613 | 0.29% | 0.29% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Harbor Group, Inc. | History | No change | 3,942 | 608 | 0.07% | 0.07% | 265 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 3,906 | 602 | 0.42% | 0.42% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | No change | 3,890 | 600 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 3,830 | 596 | 0.05% | 0.05% | 268 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| North Star Investment Management Corp. | History | No change | 3,859 | 595 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 3,795 | 585 | 0.49% | 0.49% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,787 | 584 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Bank | History | No change | 3,766 | 581 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WARNER FINANCIAL, INC | History | No change | 3,713 | 572 | 0.17% | 0.17% | 273 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Weaver Consulting Group | History | No change | 3,682 | 568 | 0.12% | 0.12% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NWAM LLC | History | No change | 3,662 | 565 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Asempa Wealth Advisors | History | No change | 3,660 | 564 | 0.42% | 0.42% | 276 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 3,606 | 556 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 3,593 | 554 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Continuum Advisory, LLC | History | No change | 3,591 | 554 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Enterprises, LLC | History | No change | 3,580 | 552 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 3,549 | 547 | 0.11% | 0.11% | 281 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 3,530 | 544 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Odyssey Group, LLC | History | No change | 3,511 | 541 | 0.15% | 0.15% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 3,503 | 540 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,450 | 532 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 3,412 | 531 | 0.37% | 0.38% | 286 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 3,429 | 529 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | No change | 3,441 | 529 | 0.33% | 0.33% | 288 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 3,413 | 526 | 0.15% | 0.15% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 3,388 | 522 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,370 | 520 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3,376 | 520 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,325 | 513 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,272 | 504 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,251 | 501 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Stewardship, LLC | History | No change | 3,226 | 497 | 0.21% | 0.21% | 296 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 3,205 | 494 | 0.13% | 0.13% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,180 | 490 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McGinn Penninger Investment Management, Inc. | History | No change | 3,173 | 490 | 0.3% | 0.3% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 3,148 | 485 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tradition Wealth Management, LLC | History | No change | 3,134 | 483 | 0.03% | 0.03% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 3,084 | 475 | 0.32% | 0.32% | 302 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,067 | 473 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 3,038 | 468 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkos Global Advisors | History | No change | 3,029 | 467 | 0.06% | 0.06% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 3,017 | 465 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arrowroot Family Office, LLC | History | No change | 3,006 | 463 | 0.13% | 0.13% | 307 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 2,998 | 462 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 2,987 | 460 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TrustBank | History | No change | 2,985 | 460 | 0.16% | 0.16% | 310 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fusion Family Wealth, LLC | History | No change | 2,884 | 445 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investment Research Partners LLC | History | No change | 2,873 | 443 | 0.15% | 0.15% | 312 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BESSEMER GROUP INC | History | No change | 2,865 | 442 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 2,843 | 438 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avail Investment Partners, LLC | History | No change | 2,831 | 436 | 0.34% | 0.34% | 315 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | No change | 2,821 | 435 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 2,803 | 432 | 0.23% | 0.23% | 317 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 2,756 | 425 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,760 | 425 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 2,741 | 422 | 0.1% | 0.1% | 320 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 2,739 | 422 | 0.11% | 0.11% | 321 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Architects, LLC | History | No change | 2,734 | 421 | 0.03% | 0.03% | 322 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Klingman & Associates, LLC | History | No change | 2,719 | 419 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 2,690 | 415 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aufman Associates Inc | History | No change | 2,694 | 415 | 0.17% | 0.17% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SWP FINANCIAL LLC | History | No change | 2,674 | 412 | 0.19% | 0.19% | 326 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OLIO Financial Planning | History | No change | 2,662 | 410 | 0.1% | 0.1% | 327 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 2,631 | 405 | 0.05% | 0.05% | 328 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 2,605 | 402 | 0.3% | 0.3% | 329 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 2,608 | 402 | 0.05% | 0.05% | 330 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 2,589 | 399 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| High Probability Advisors, LLC | History | No change | 2,585 | 398 | 0.04% | 0.04% | 332 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HCR Wealth Advisors | History | No change | 2,550 | 393 | 0.04% | 0.04% | 333 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 2,525 | 389 | 0.22% | 0.22% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 2,519 | 388 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LGL PARTNERS, LLC | History | No change | 2,515 | 388 | 0.14% | 0.14% | 336 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 2,500 | 385 | 0.05% | 0.05% | 337 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 2,493 | 384 | 0.17% | 0.17% | 338 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 2,464 | 383 | 0.0% | 0.0% | 339 | -25 | -1.0% | Q3 2026 | Oct 05, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 2,488 | 383 | 0.16% | 0.16% | 340 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 2,480 | 382 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,451 | 378 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Center for Financial Services | History | No change | 2,454 | 378 | 0.08% | 0.08% | 343 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 2,442 | 376 | 0.24% | 0.24% | 344 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 2,416 | 372 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Acropolis Investment Management, LLC | History | No change | 2,407 | 371 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,383 | 367 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Flagship Private Wealth, LLC | History | No change | 2,355 | 363 | 0.13% | 0.13% | 348 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 2,337 | 360 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Grove Bank & Trust | History | No change | 2,328 | 359 | 0.04% | 0.04% | 350 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Diversified Trust Co | History | No change | 2,323 | 358 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 2,315 | 357 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global View Capital Management LLC | History | No change | 2,303 | 355 | 0.07% | 0.07% | 353 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,278 | 351 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Forza Wealth Management, LLC | History | No change | 2,267 | 349 | 0.11% | 0.11% | 355 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kennebec Savings Bank | History | No change | 2,260 | 348 | 0.28% | 0.28% | 356 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 2,255 | 347 | 0.22% | 0.22% | 357 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richmond Investment Services, LLC | History | No change | 2,253 | 347 | 0.11% | 0.11% | 358 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,242 | 345 | 0.05% | 0.05% | 359 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Nuveen, LLC | History | No change | 2,217 | 342 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 2,172 | 335 | 0.04% | 0.04% | 361 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 2,170 | 334 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,198 | 334 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,198 | 334 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,150 | 331 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Financial Network, Inc. | History | No change | 2,132 | 329 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,112 | 325 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 2,074 | 320 | 0.14% | 0.14% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVZ, Inc. | History | No change | 2,068 | 319 | 0.03% | 0.03% | 369 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Advisory, LLC | History | No change | 2,054 | 316 | 0.03% | 0.03% | 370 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Magnus Financial Group LLC | History | No change | 2,030 | 313 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,020 | 311 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 2,022 | 311 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 2,012 | 310 | 0.07% | 0.07% | 374 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WJ Wealth Management, LLC | History | No change | 2,000 | 308 | 0.12% | 0.12% | 375 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 1,998 | 308 | 0.04% | 0.04% | 376 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Traveka Wealth, LLC | History | No change | 2,000 | 308 | 0.1% | 0.1% | 377 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 1,994 | 307 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,993 | 307 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BIRCHBROOK, INC. | History | No change | 1,991 | 307 | 0.14% | 0.14% | 380 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Mason & Associates Inc | History | No change | 1,982 | 305 | 0.05% | 0.05% | 381 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 1,977 | 305 | 0.17% | 0.17% | 382 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 1,979 | 305 | 0.07% | 0.07% | 383 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 1,975 | 304 | 0.08% | 0.08% | 384 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,964 | 303 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,967 | 303 | 0.07% | 0.07% | 386 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| January Capital Advisors LLC | History | No change | 1,960 | 302 | 0.25% | 0.25% | 387 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Goldstein Advisors, LLC | History | No change | 1,955 | 301 | 0.03% | 0.03% | 388 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Axis Wealth Partners, LLC | History | No change | 1,955 | 301 | 0.14% | 0.14% | 389 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,943 | 299 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 1,938 | 299 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,916 | 295 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| May Hill Capital, LLC | History | No change | 1,913 | 295 | 0.06% | 0.06% | 393 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 1,893 | 292 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creekside Partners | History | No change | 1,873 | 288 | 0.1% | 0.1% | 395 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 1,863 | 287 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pathway Financial Advisors LLC | History | No change | 1,869 | 287 | 0.03% | 0.03% | 397 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,858 | 286 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Values Added Financial LLC | History | No change | 1,860 | 286 | 0.1% | 0.1% | 399 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Insights, Inc. | History | No change | 1,840 | 283 | 0.07% | 0.07% | 400 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Family Manage LLC | History | No change | 1,798 | 277 | 0.03% | 0.03% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stanich Group LLC | History | No change | 1,793 | 276 | 0.17% | 0.17% | 402 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,774 | 273 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pointe Capital Management LLC | History | No change | 1,752 | 270 | 0.12% | 0.12% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 1,743 | 268 | 0.04% | 0.04% | 405 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisor OS, LLC | History | No change | 1,737 | 267 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Eagle Strategies LLC | History | No change | 1,735 | 267 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Harfst & Associates, Inc. | History | No change | 1,711 | 264 | 0.04% | 0.04% | 408 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 1,700 | 262 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 1,694 | 261 | 0.03% | 0.03% | 410 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 1,695 | 261 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 1,688 | 260 | 0.07% | 0.07% | 412 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LexAurum Advisors, LLC | History | No change | 1,654 | 255 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 1,642 | 253 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,897 | 250 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 1,600 | 247 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 1,590 | 245 | 0.19% | 0.19% | 417 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 1,575 | 243 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 1,574 | 242 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,564 | 241 | 0.18% | 0.18% | 420 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | No change | 1,558 | 240 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Montis Financial, LLC | History | No change | 1,551 | 239 | 0.05% | 0.05% | 422 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 1,551 | 239 | 0.03% | 0.03% | 423 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tradewinds, LLC. | History | No change | 4,113 | 239 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 1,544 | 238 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bath Savings Trust Co | History | No change | 1,500 | 231 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sulzberger Capital Advisors, Inc. | History | No change | 1,500 | 231 | 0.23% | 0.23% | 427 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,495 | 230 | 0.42% | 0.42% | 428 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,479 | 228 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 1,480 | 228 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 1,464 | 225 | 0.06% | 0.06% | 431 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vericrest Private Wealth | History | No change | 1,447 | 223 | 0.2% | 0.2% | 432 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Advisors | History | No change | 1,440 | 222 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Boothe Investment Group, Inc. | History | No change | 1,445 | 222 | 0.07% | 0.07% | 434 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 1,405 | 216 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DDFG, Inc | History | No change | 1,405 | 216 | 0.04% | 0.04% | 436 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 1,379 | 212 | 0.03% | 0.03% | 437 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 1,606 | 212 | 0.04% | 0.04% | 438 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,378 | 212 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Wealth Investment Group, LLC | History | No change | 1,374 | 212 | 0.03% | 0.03% | 440 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 1,373 | 211 | 0.1% | 0.1% | 441 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 1,370 | 211 | 0.06% | 0.06% | 442 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,343 | 207 | 0.12% | 0.12% | 443 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,308 | 201 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beck Bode, LLC | History | No change | 1,305 | 201 | 0.03% | 0.03% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 1,305 | 201 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Boston Trust Walden Corp | History | No change | 1,297 | 200 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,251 | 193 | 0.1% | 0.1% | 448 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,177 | 181 | 0.04% | 0.04% | 449 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,125 | 173 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,102 | 170 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,055 | 162 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 1,000 | 155 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,000 | 154 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 981 | 151 | 0.06% | 0.06% | 455 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Investors Research Corp | History | No change | 940 | 145 | 0.03% | 0.03% | 456 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GAMMA Investing LLC | History | No change | 884 | 136 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HOWE & RUSLING INC | History | No change | 850 | 131 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Evolution Advisers, Inc. | History | No change | 842 | 129 | 0.05% | 0.05% | 459 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 832 | 128 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 800 | 123 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caldwell Trust Co | History | No change | 800 | 123 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 780 | 120 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crewe Advisors LLC | History | No change | 744 | 114 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 731 | 112 | 0.06% | 0.06% | 465 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 698 | 107 | 0.02% | 0.02% | 466 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JDM Financial Group LLC | History | No change | 696 | 107 | 0.04% | 0.04% | 467 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Colonial Trust Advisors | History | No change | 650 | 100 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 621 | 95 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NBT BANK, N.A. | History | No change | 600 | 92 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Addison Advisors LLC | History | No change | 585 | 90 | 0.04% | 0.04% | 471 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 564 | 87 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 574 | 87 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 557 | 85 | 0.02% | 0.02% | 474 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ADIRONDACK TRUST CO | History | No change | 549 | 84 | 0.03% | 0.03% | 475 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clean Yield Group | History | No change | 539 | 83 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 518 | 79 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossmore Private Capital | History | No change | 509 | 78 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parallel Advisors, LLC | History | No change | 500 | 77 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 478 | 73 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AE Wealth Management LLC | History | No change | 468 | 72 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bell Investment Advisors, Inc | History | No change | 468 | 72 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 457 | 70 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ST GERMAIN D J CO INC | History | No change | 431 | 66 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Front Row Advisors LLC | History | No change | 423 | 66 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 390 | 60 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 382 | 59 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 387 | 59 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Basepoint Wealth LLC | History | No change | 379 | 58 | 0.03% | 0.03% | 489 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 350 | 54 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 350 | 54 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 344 | 53 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 337 | 52 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 323 | 49 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westend Capital Management, LLC | History | No change | 290 | 44 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 262 | 40 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Armor Investment Advisors, LLC | History | No change | 258 | 39 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 250 | 38 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 246 | 37 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Westfuller Advisors, LLC | History | No change | 244 | 37 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CX Institutional | History | No change | 233 | 36 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 220 | 33 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | No change | 183 | 28 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Life Planners | History | No change | 186 | 28 | 0.02% | 0.02% | 504 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Heritage Wealth Advisors | History | No change | 165 | 25 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 166 | 25 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 163 | 25 | 0.03% | 0.03% | 507 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 150 | 23 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 145 | 22 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Perspectives, Inc | History | No change | 145 | 22 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrity Financial Corp /WA | History | No change | 142 | 21 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hughes Financial Services, LLC | History | No change | 129 | 19 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 111 | 17 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| American Capital Advisory, LLC | History | No change | 112 | 17 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 104 | 16 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bollard Group LLC | History | No change | 96 | 15 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 84 | 12 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHP Wealth Management | History | No change | 75 | 11 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brooklyn FI, LLC | History | No change | 74 | 11 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 72 | 11 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 69 | 10 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 61 | 9 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Downshift Financial, LLC | History | No change | 60 | 9 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 46 | 7 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kroeger Financial Partners | History | No change | 51 | 7 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 39 | 6 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Collier Financial | History | No change | 41 | 6 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lodestone Wealth Management LLC | History | No change | 33 | 5 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PayPay Securities Corp | History | No change | 25 | 3 | 0.07% | 0.07% | 530 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 15 | 2 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Abound Wealth Management | History | No change | 13 | 2 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LifeSteps Financial, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Realta Investment Advisors | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |