VANGUARD INDEX FUNDS - VBR
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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 | 13,679,532 | 3,323,989 | 0.21% | 0.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 4,872,925 | 1,184,072 | 2.04% | 2.04% | 2 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | No change | 3,863,641 | 938,826 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 2,812,964 | 683,522 | 1.16% | 1.16% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASPIRIANT, LLC | History | No change | 1,745,538 | 424,153 | 10.47% | 10.47% | 5 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,676,389 | 407,345 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,593,329 | 387,159 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 1,544,049 | 375,188 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,515,431 | 368,221 | 0.32% | 0.32% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,466,671 | 356,386 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,294,112 | 314,456 | 0.48% | 0.48% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,201,689 | 291,998 | 0.27% | 0.27% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,035,273 | 251,336 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,025,471 | 249,179 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 854,208 | 207,770 | 0.24% | 0.24% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 844,489 | 205,202 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 833,299 | 202,483 | 0.21% | 0.21% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 815,364 | 198,125 | 2.17% | 2.17% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 794,000 | 187,836 | 0.55% | 0.55% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 761,123 | 184,945 | 0.18% | 0.18% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 702,244 | 170,638 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 675,077 | 164,076 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 658,265 | 159,951 | 0.68% | 0.68% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 639,128 | 155,301 | 0.45% | 0.45% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 626,525 | 152,239 | 1.33% | 1.33% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 617,562 | 150,061 | 0.52% | 0.52% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 550,938 | 133,872 | 0.17% | 0.17% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 538,661 | 130,889 | 0.82% | 0.82% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 535,469 | 130,113 | 1.25% | 1.25% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 509,083 | 123,702 | 0.92% | 0.92% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 485,216 | 117,902 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 474,531 | 115,306 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 468,410 | 113,819 | 0.17% | 0.17% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 466,502 | 107,775 | 6.16% | 6.36% | 34 | +3,360 | 0.73% | Q3 2026 | Oct 09, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 398,418 | 96,329 | 6.87% | 6.87% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 385,819 | 93,750 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 382,947 | 93,052 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Systems of Alabama | History | No change | 382,480 | 92,938 | 0.28% | 0.28% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JMG Financial Group, Ltd. | History | No change | 379,798 | 92,287 | 2.23% | 2.23% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 367,336 | 89,264 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 341,900 | 83,078 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 331,750 | 80,611 | 0.86% | 0.86% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 327,918 | 79,684 | 17.26% | 17.26% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cresset Asset Management, LLC | History | No change | 324,328 | 78,808 | 0.29% | 0.29% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rodgers & Associates, LTD | History | No change | 322,177 | 78,285 | 7.11% | 7.11% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 317,453 | 76,839 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 302,916 | 73,605 | 0.82% | 0.82% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 1832 Asset Management L.P. | History | No change | 297,518 | 72,293 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 290,690 | 70,634 | 1.89% | 1.89% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 282,251 | 68,584 | 2.61% | 2.61% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 275,370 | 63,618 | 3.92% | 3.97% | 51 | +19,985 | 7.83% | Q3 2026 | Oct 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 261,253 | 63,482 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Advisory Corp | History | No change | 258,499 | 62,812 | 8.33% | 8.33% | 53 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 258,163 | 62,697 | 0.35% | 0.35% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 257,473 | 62,563 | 1.27% | 1.27% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 248,766 | 60,448 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 247,996 | 60,260 | 5.26% | 5.26% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WIT, LLC | History | No change | 242,389 | 58,898 | 0.94% | 0.94% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 235,903 | 57,322 | 1.03% | 1.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zhang Financial LLC | History | No change | 226,097 | 54,939 | 1.6% | 1.6% | 60 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Summit Financial, LLC | History | No change | 223,617 | 54,336 | 0.6% | 0.6% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abacus Planning Group, Inc. | History | No change | 221,445 | 53,808 | 6.65% | 6.65% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 218,163 | 53,011 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 217,250 | 52,789 | 0.29% | 0.29% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 210,635 | 51,182 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 199,493 | 48,474 | 10.47% | 10.47% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 196,061 | 47,640 | 0.22% | 0.22% | 67 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kestra Advisory Services, LLC | History | No change | 192,874 | 46,866 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 187,984 | 45,699 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 187,080 | 45,458 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foster Group, Inc. | History | No change | 184,812 | 44,907 | 1.19% | 1.19% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Comprehensive Financial Management LLC | History | No change | 184,376 | 44,801 | 1.47% | 1.47% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 181,462 | 44,093 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 176,809 | 42,963 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 174,818 | 42,478 | 0.2% | 0.2% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 170,343 | 41,391 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 167,237 | 40,636 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 160,911 | 39,099 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 158,217 | 38,445 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 155,199 | 37,711 | 0.23% | 0.23% | 80 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 152,687 | 37,101 | 3.32% | 3.32% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management Group, Inc. | History | No change | 150,058 | 36,462 | 5.34% | 5.34% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 154,175 | 35,619 | 7.23% | 7.34% | 83 | +7,471 | 5.09% | Q3 2026 | Oct 07, 2026 |
| Waldron Private Wealth LLC | History | No change | 144,689 | 35,176 | 1.22% | 1.22% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 142,094 | 34,527 | 1.75% | 1.75% | 85 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Marotta Asset Management | History | Added to | 148,437 | 34,293 | 5.82% | 5.97% | 86 | +631 | 0.43% | Q3 2026 | Oct 02, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | No change | 139,983 | 34,014 | 6.3% | 6.3% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 139,326 | 33,854 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 134,962 | 32,794 | 13.85% | 13.85% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Verus Financial Partners, Inc. | History | No change | 132,360 | 32,162 | 2.75% | 2.75% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 25 LLC | History | No change | 131,378 | 31,923 | 8.74% | 8.74% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 131,099 | 31,855 | 0.46% | 0.46% | 92 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 130,298 | 31,661 | 4.97% | 4.97% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealth Architects, LLC | History | No change | 129,165 | 31,385 | 2.48% | 2.48% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 127,220 | 30,913 | 0.19% | 0.19% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brickley Wealth Management | History | No change | 126,040 | 30,626 | 4.4% | 4.4% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| &PARTNERS | History | No change | 125,363 | 30,464 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BHK Investment Advisors, LLC | History | No change | 124,520 | 30,257 | 9.04% | 9.04% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 117,555 | 28,564 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 116,187 | 28,232 | 1.09% | 1.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 116,033 | 28,194 | 1.31% | 1.31% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 114,999 | 27,943 | 0.24% | 0.24% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 114,613 | 27,849 | 0.2% | 0.2% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 114,125 | 27,731 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Performa Ltd (US), LLC | History | No change | 111,091 | 26,994 | 4.36% | 4.36% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | No change | 122,757 | 26,872 | 0.44% | 0.44% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 115,980 | 26,794 | 4.36% | 4.65% | 107 | +1,299 | 1.13% | Q3 2026 | Oct 08, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 108,531 | 26,371 | 0.31% | 0.31% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Investment Advisors / MI | History | No change | 107,366 | 26,088 | 1.58% | 1.58% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Coast Investments LLC | History | No change | 105,958 | 25,746 | 7.67% | 7.67% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | No change | 105,469 | 25,627 | 0.26% | 0.26% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HILLMAN CO | History | No change | 104,335 | 25,352 | 8.97% | 8.97% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 102,774 | 24,973 | 3.18% | 3.18% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Partners in Financial Planning | History | No change | 99,603 | 24,202 | 3.67% | 3.67% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| E&R Wealth Management, LLC | History | No change | 99,405 | 24,154 | 20.49% | 20.49% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PDS Planning, Inc | History | No change | 97,954 | 23,801 | 1.38% | 1.38% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TrueWealth Financial Partners | History | No change | 95,773 | 23,271 | 9.62% | 9.62% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 95,456 | 23,194 | 4.32% | 4.32% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Retirement Planning Group, LLC | History | No change | 91,469 | 22,226 | 0.56% | 0.56% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avior Wealth Management, LLC | History | No change | 90,711 | 22,041 | 0.58% | 0.58% | 120 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 89,148 | 21,662 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 88,819 | 21,582 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brooklyn FI, LLC | History | No change | 88,025 | 21,456 | 3.92% | 3.92% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 87,560 | 21,276 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 86,349 | 20,984 | 0.19% | 0.19% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 84,814 | 20,608 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 84,066 | 20,427 | 4.91% | 4.91% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Robinswood Financial LLC | History | No change | 82,608 | 20,073 | 5.75% | 5.75% | 128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 80,770 | 19,626 | 3.01% | 3.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 79,492 | 19,315 | 0.64% | 0.64% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 79,220 | 19,249 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| St. Louis Trust Co | History | No change | 4,959 | 19,068 | 2.18% | 2.18% | 132 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Black Diamond Financial, LLC | History | No change | 78,049 | 18,965 | 1.67% | 1.67% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meridian Wealth Management, LLC | History | No change | 77,936 | 18,937 | 0.58% | 0.58% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 77,528 | 18,838 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 80,304 | 18,552 | 2.11% | 2.26% | 136 | -1,064 | -1.31% | Q3 2026 | Oct 08, 2026 |
| LMG Wealth Partners, LLC | History | No change | 76,108 | 18,493 | 2.96% | 2.96% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 75,052 | 18,236 | 3.08% | 3.08% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 74,105 | 18,006 | 0.12% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Family CFO Inc | History | No change | 73,425 | 17,841 | 6.87% | 6.87% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 73,339 | 17,820 | 0.09% | 0.09% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 73,201 | 17,787 | 2.15% | 2.15% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 70,397 | 17,105 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tradition Wealth Management, LLC | History | No change | 70,187 | 17,054 | 1.04% | 1.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 69,013 | 16,769 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 68,723 | 16,699 | 0.75% | 0.75% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Traveka Wealth, LLC | History | No change | 68,288 | 16,593 | 5.52% | 5.52% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 67,900 | 16,499 | 0.62% | 0.62% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 67,802 | 16,475 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 67,544 | 16,412 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Yale Capital Corp. | History | No change | 67,451 | 16,389 | 0.36% | 0.36% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 66,949 | 16,268 | 0.19% | 0.19% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 64,781 | 16,174 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steele Capital Management, Inc. | History | No change | 66,141 | 16,071 | 0.59% | 0.59% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 65,695 | 15,963 | 1.68% | 1.68% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compound Planning, Inc. | History | No change | 65,686 | 15,961 | 0.42% | 0.42% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 65,357 | 15,881 | 2.27% | 2.27% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 64,840 | 15,755 | 0.2% | 0.2% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Payne Capital Management, LLC | History | No change | 64,545 | 15,683 | 4.18% | 4.18% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 64,484 | 15,669 | 7.72% | 7.72% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jacobsen Capital Management | History | No change | 64,231 | 15,607 | 4.56% | 4.56% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 63,065 | 15,324 | 0.17% | 0.17% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BancFirst Trust & Investment Management | History | No change | 62,754 | 15,248 | 6.43% | 6.43% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Weinberger Asset Management, Inc | History | No change | 61,043 | 14,933 | 4.79% | 4.79% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 60,849 | 14,785 | 0.18% | 0.18% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 60,571 | 14,718 | 2.48% | 2.48% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 59,556 | 14,471 | 0.28% | 0.28% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 58,878 | 14,306 | 1.21% | 1.21% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 58,628 | 14,246 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 57,968 | 14,085 | 0.19% | 0.19% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 57,812 | 14,047 | 0.18% | 0.18% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Strategies LLC | History | No change | 57,636 | 14,005 | 1.39% | 1.39% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 57,611 | 13,998 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 57,438 | 13,957 | 3.54% | 3.54% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 57,440 | 13,957 | 2.41% | 2.41% | 175 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Apella Capital, LLC | History | Reduced | 60,050 | 13,941 | 0.18% | 0.21% | 176 | -2,008 | -3.24% | Q3 2026 | Oct 08, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 56,505 | 13,730 | 2.17% | 2.17% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coastline Trust Co | History | Reduced | 59,018 | 13,634 | 1.27% | 1.28% | 178 | -332 | -0.56% | Q3 2026 | Oct 01, 2026 |
| Center for Financial Planning, Inc. | History | No change | 56,015 | 13,610 | 1.27% | 1.27% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 55,851 | 13,571 | 2.55% | 2.55% | 180 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Veery Capital, LLC | History | Added to | 58,722 | 13,566 | 3.61% | 3.75% | 181 | +1,195 | 2.08% | Q3 2026 | Oct 07, 2026 |
| Capital Advantage, Inc. | History | No change | 55,290 | 13,434 | 1.64% | 1.64% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Inlight Wealth Management, LLC | History | No change | 55,104 | 13,389 | 4.26% | 4.26% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 54,237 | 13,179 | 0.11% | 0.11% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Firestone Capital Management | History | No change | 54,147 | 13,157 | 2.45% | 2.45% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 53,767 | 13,064 | 7.01% | 7.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 52,563 | 12,772 | 1.08% | 1.08% | 187 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sepio Capital, LP | History | No change | 52,223 | 12,689 | 0.64% | 0.64% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oath Planning, LLC | History | No change | 51,947 | 12,622 | 9.37% | 9.37% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 51,858 | 12,600 | 6.75% | 6.75% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lansing Street Advisors | History | No change | 51,593 | 12,536 | 2.66% | 2.66% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | No change | 51,111 | 12,419 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Degree Advisors Inc | History | No change | 51,012 | 12,382 | 2.76% | 2.76% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Balance Wealth Partners LLC | History | No change | 50,737 | 12,328 | 3.28% | 3.28% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| M&T BANK CORP | History | No change | 50,727 | 12,325 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 49,775 | 12,094 | 2.23% | 2.23% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAYPORT, LLC | History | No change | 49,609 | 12,054 | 1.87% | 1.87% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 49,560 | 12,042 | 0.88% | 0.88% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 49,341 | 11,989 | 0.35% | 0.35% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 48,944 | 11,893 | 1.3% | 1.3% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 48,902 | 11,882 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 51,362 | 11,866 | 7.58% | 7.94% | 202 | -899 | -1.72% | Q3 2026 | Oct 05, 2026 |
| Advisory Alpha, LLC | History | No change | 48,560 | 11,800 | 0.29% | 0.29% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 47,757 | 11,604 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,074 | 11,568 | 0.08% | 0.09% | 205 | +4,769 | 10.53% | Q3 2026 | Oct 08, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 47,274 | 11,487 | 3.53% | 3.53% | 206 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clayton Financial Group LLC | History | No change | 47,019 | 11,425 | 6.32% | 6.32% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Spectrum Investment Advisors, Inc. | History | No change | 46,917 | 11,400 | 4.66% | 4.66% | 208 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 46,486 | 11,295 | 0.17% | 0.17% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 46,355 | 11,263 | 0.22% | 0.22% | 210 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 46,304 | 11,251 | 0.62% | 0.62% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 46,253 | 11,238 | 0.94% | 0.94% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 46,002 | 11,178 | 0.66% | 0.66% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 45,689 | 11,102 | 0.17% | 0.17% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Noble Family Wealth, LLC | History | No change | 45,356 | 11,021 | 1.97% | 1.97% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 45,316 | 11,011 | 0.63% | 0.63% | 216 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Shepherd Financial Partners LLC | History | No change | 45,136 | 10,967 | 0.9% | 0.9% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 45,025 | 10,940 | 0.12% | 0.12% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hegarty Advisors, LLC | History | No change | 44,971 | 10,927 | 7.52% | 7.52% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 44,940 | 10,919 | 1.64% | 1.64% | 220 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wrenne Financial Planning LLC | History | No change | 44,818 | 10,890 | 3.68% | 3.68% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 44,685 | 10,858 | 0.58% | 0.58% | 222 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 44,539 | 10,822 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 44,334 | 10,772 | 0.31% | 0.31% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAVENPORT & Co LLC | History | No change | 44,293 | 10,762 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mainsail Financial Group, LLC | History | No change | 44,016 | 10,695 | 3.63% | 3.63% | 226 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 43,533 | 10,578 | 0.61% | 0.61% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 42,630 | 10,358 | 0.16% | 0.16% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 42,341 | 10,288 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JBGlobal.com LLC | History | No change | 42,250 | 10,266 | 8.98% | 8.98% | 230 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Redwood Investment Management, LLC | History | No change | 42,150 | 10,242 | 1.02% | 1.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 42,081 | 10,225 | 0.79% | 0.79% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 46,086 | 10,012 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thrive Capital Management, LLC | History | No change | 41,187 | 10,007 | 1.89% | 1.89% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 40,611 | 9,868 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wharton Business Group, LLC | History | No change | 40,400 | 9,816 | 0.33% | 0.33% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elgethun Capital Management | History | No change | 39,970 | 9,712 | 1.35% | 1.35% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Garde Capital, Inc. | History | No change | 39,800 | 9,671 | 0.43% | 0.43% | 238 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 39,710 | 9,649 | 0.18% | 0.18% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortis Capital Management LLC | History | No change | 39,653 | 9,635 | 1.08% | 1.08% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 38,893 | 9,450 | 2.31% | 2.31% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 40,565 | 9,371 | 5.63% | 5.82% | 242 | +728 | 1.83% | Q3 2026 | Oct 07, 2026 |
| COURIER CAPITAL LLC | History | No change | 38,480 | 9,350 | 0.47% | 0.47% | 243 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 38,430 | 9,338 | 0.18% | 0.18% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 38,318 | 9,310 | 0.2% | 0.2% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 38,289 | 9,303 | 1.95% | 1.95% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quent Capital, LLC | History | No change | 38,134 | 9,266 | 0.57% | 0.57% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 39,813 | 9,197 | 2.04% | 2.29% | 248 | -1,321 | -3.21% | Q3 2026 | Oct 08, 2026 |
| Fairway Financial, LLC | History | No change | 37,525 | 9,118 | 6.24% | 6.24% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 37,338 | 9,072 | 2.21% | 2.21% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symmetry Partners, LLC | History | No change | 37,125 | 9,020 | 0.46% | 0.46% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Portside Wealth Group, LLC | History | No change | 36,960 | 8,980 | 1.05% | 1.05% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Towerpoint Wealth, LLC | History | No change | 36,794 | 8,940 | 3.09% | 3.09% | 253 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 36,641 | 8,903 | 1.11% | 1.11% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meramec Financial Planners, LLC | History | No change | 36,141 | 8,879 | 3.24% | 3.24% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO | History | No change | 36,336 | 8,847 | 0.09% | 0.09% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 35,853 | 8,712 | 0.58% | 0.58% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SPINNAKER TRUST | History | No change | 35,813 | 8,702 | 0.42% | 0.42% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 35,671 | 8,667 | 0.37% | 0.37% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 35,241 | 8,563 | 4.04% | 4.04% | 260 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Plum Street Advisors, LLC | History | No change | 35,143 | 8,539 | 2.73% | 2.73% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Reduced | 36,924 | 8,530 | 1.49% | 1.94% | 262 | -370 | -0.99% | Q3 2026 | Oct 08, 2026 |
| Granby Capital Management, LLC | History | No change | 35,000 | 8,504 | 4.44% | 4.44% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 34,971 | 8,497 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 34,819 | 8,460 | 5.19% | 5.19% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aurelius Family Office LLC | History | No change | 34,752 | 8,444 | 3.33% | 3.33% | 266 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 34,741 | 8,441 | 0.2% | 0.2% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clear Retirement Advice LLC | History | No change | 34,691 | 8,429 | 5.77% | 5.77% | 268 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tacita Capital Inc | History | No change | 34,568 | 8,399 | 4.56% | 4.56% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 34,539 | 8,392 | 0.27% | 0.27% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 34,527 | 8,389 | 0.95% | 0.95% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 36,177 | 8,358 | 5.21% | 5.37% | 272 | +32 | 0.09% | Q3 2026 | Oct 09, 2026 |
| E-Wealth Partners, LLC | History | No change | 34,384 | 8,354 | 6.04% | 6.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 34,212 | 8,313 | 2.03% | 2.03% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| General Partner, Inc. | History | No change | 35,936 | 8,302 | 4.45% | 4.7% | 275 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 33,871 | 8,230 | 0.12% | 0.12% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 33,857 | 8,226 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 33,658 | 8,178 | 0.83% | 0.83% | 278 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 35,016 | 8,089 | 1.67% | 1.76% | 279 | -379 | -1.07% | Q3 2026 | Oct 05, 2026 |
| GeoWealth Management, LLC | History | No change | 33,225 | 8,073 | 0.25% | 0.25% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 34,888 | 8,060 | 0.88% | 0.95% | 281 | -1,115 | -3.1% | Q3 2026 | Oct 09, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 34,878 | 8,057 | 4.29% | 4.4% | 282 | +207 | 0.6% | Q3 2026 | Oct 06, 2026 |
| Serenity Investment Advisors | History | No change | 32,475 | 8,037 | 3.43% | 3.43% | 283 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 32,852 | 7,982 | 0.17% | 0.17% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Towne Trust Company, N.A | History | No change | 32,582 | 7,917 | 2.4% | 2.4% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 32,386 | 7,869 | 2.24% | 2.24% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 32,314 | 7,852 | 6.17% | 6.17% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 31,793 | 7,725 | 1.92% | 1.92% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Compass Ion Advisors, LLC | History | No change | 31,778 | 7,721 | 0.67% | 0.67% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 31,402 | 7,601 | 0.15% | 0.15% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 31,057 | 7,546 | 0.57% | 0.57% | 291 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 30,870 | 7,536 | 2.95% | 2.95% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 30,954 | 7,521 | 1.51% | 1.51% | 293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CX Institutional | History | Added to | 32,187 | 7,436 | 0.2% | 0.21% | 294 | +1,991 | 6.59% | Q3 2026 | Oct 02, 2026 |
| American Investment Services, Inc. | History | No change | 30,374 | 7,380 | 1.56% | 1.56% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 30,277 | 7,357 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SkyOak Wealth, LLC | History | No change | 30,101 | 7,314 | 1.19% | 1.19% | 297 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Leeward Financial Partners, LLC | History | No change | 30,097 | 7,313 | 1.92% | 1.92% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Management, Inc. | History | No change | 30,045 | 7,300 | 1.05% | 1.05% | 299 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Boston Partners | History | No change | 29,901 | 7,265 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUB Investment Partners, LLC | History | No change | 29,868 | 7,257 | 0.13% | 0.13% | 301 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TME FINANCIAL, INC. | History | No change | 29,652 | 7,205 | 4.45% | 4.45% | 302 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 29,538 | 7,177 | 0.28% | 0.28% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creekside Partners | History | No change | 29,291 | 7,117 | 2.58% | 2.58% | 304 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Columbus Macro, LLC | History | No change | 29,286 | 7,116 | 0.69% | 0.69% | 305 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 29,103 | 7,071 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | No change | 28,982 | 7,042 | 2.24% | 2.24% | 307 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 28,945 | 7,033 | 0.58% | 0.58% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 28,769 | 6,990 | 0.18% | 0.18% | 309 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 312,605 | 6,972 | 1.17% | 1.17% | 310 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CreativeOne Wealth, LLC | History | No change | 28,578 | 6,944 | 0.15% | 0.15% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ervin Investment Management, LLC | History | No change | 28,553 | 6,938 | 3.77% | 3.77% | 312 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 28,483 | 6,921 | 0.14% | 0.14% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 28,306 | 6,877 | 1.05% | 1.05% | 314 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Waverly Advisors, LLC | History | No change | 28,200 | 6,852 | 0.04% | 0.04% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 28,057 | 6,817 | 0.34% | 0.34% | 316 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 28,058 | 6,817 | 0.66% | 0.66% | 317 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 28,035 | 6,812 | 0.41% | 0.41% | 318 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SWAN Capital LLC | History | No change | 27,930 | 6,786 | 2.32% | 2.32% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 27,715 | 6,734 | 0.83% | 0.83% | 320 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 27,691 | 6,728 | 0.15% | 0.15% | 321 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 27,447 | 6,669 | 0.88% | 0.88% | 322 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHERN TRUST CORP | History | No change | 27,325 | 6,639 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elite Financial, Inc. | History | No change | 27,170 | 6,602 | 2.67% | 2.67% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AGF MANAGEMENT LTD | History | No change | 27,095 | 6,583 | 0.03% | 0.03% | 325 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 26,804 | 6,513 | 0.2% | 0.2% | 326 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 26,660 | 6,478 | 1.26% | 1.26% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 30,576 | 6,475 | 5.54% | 5.54% | 328 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chemistry Wealth Management LLC | History | No change | 26,485 | 6,435 | 1.03% | 1.03% | 329 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PFG Advisors | History | No change | 26,469 | 6,431 | 0.32% | 0.32% | 330 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 26,176 | 6,360 | 0.38% | 0.38% | 331 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Barry Investment Advisors, LLC | History | No change | 26,032 | 6,325 | 1.32% | 1.32% | 332 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 25,925 | 6,299 | 2.17% | 2.17% | 333 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sharper & Granite LLC | History | No change | 25,542 | 6,206 | 1.92% | 1.92% | 334 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RFG Advisory, LLC | History | No change | 25,512 | 6,199 | 0.1% | 0.1% | 335 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 25,438 | 6,181 | 0.11% | 0.11% | 336 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMERCE BANK | History | No change | 25,262 | 6,138 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | No change | 25,255 | 6,136 | 0.07% | 0.07% | 338 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Regal Investment Advisors LLC | History | No change | 25,216 | 6,127 | 0.32% | 0.32% | 339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Obsido Oy | History | No change | 25,193 | 6,121 | 3.27% | 3.27% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 25,168 | 6,115 | 0.05% | 0.05% | 341 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| E&G Advisors, LLC | History | No change | 25,194 | 6,110 | 1.18% | 1.18% | 342 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Advisory, LLC | History | No change | 25,121 | 6,104 | 0.51% | 0.51% | 343 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 25,051 | 6,087 | 0.28% | 0.28% | 344 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 24,882 | 6,046 | 0.15% | 0.15% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 24,814 | 6,029 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zeit Capital LLC | History | No change | 24,791 | 6,024 | 3.63% | 3.63% | 347 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CULBERTSON A N & CO INC | History | No change | 24,732 | 6,009 | 0.7% | 0.7% | 348 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 24,686 | 5,998 | 0.07% | 0.07% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Seek First Inc. | History | No change | 24,620 | 5,982 | 3.78% | 3.78% | 350 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LAM GROUP, INC. | History | No change | 24,520 | 5,958 | 2.96% | 2.96% | 351 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 24,254 | 5,893 | 0.07% | 0.07% | 352 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bay Rivers Group | History | No change | 24,048 | 5,843 | 1.99% | 1.99% | 353 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 24,000 | 5,831 | 2.08% | 2.08% | 354 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lutz Financial Services LLC | History | No change | 23,984 | 5,827 | 0.35% | 0.35% | 355 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THEORY FINANCIAL LLC | History | No change | 23,942 | 5,817 | 1.83% | 1.83% | 356 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Talon Private Wealth, LLC | History | No change | 23,880 | 5,802 | 0.68% | 0.68% | 357 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 25,074 | 5,792 | 0.16% | 0.17% | 358 | -243 | -0.96% | Q3 2026 | Oct 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 25,056 | 5,788 | 0.15% | 0.16% | 359 | -1,223 | -4.65% | Q3 2026 | Oct 05, 2026 |
| Vanguard National Trust Co | History | No change | 23,659 | 5,748 | 0.31% | 0.31% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 23,632 | 5,742 | 0.09% | 0.09% | 361 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 23,524 | 5,716 | 0.04% | 0.04% | 362 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,400 | 5,685 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 23,212 | 5,640 | 0.5% | 0.5% | 364 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 23,151 | 5,625 | 0.05% | 0.05% | 365 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 22,435 | 5,451 | 0.43% | 0.43% | 366 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 22,415 | 5,446 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeGoal Investments, LLC | History | New | 23,572 | 5,445 | 1.66% | — | 368 | +23,572 | New | Q3 2026 | Oct 08, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 22,266 | 5,410 | 1.03% | 1.03% | 369 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIGHTON JONES LLC | History | No change | 22,237 | 5,403 | 0.1% | 0.1% | 370 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 22,191 | 5,392 | 0.05% | 0.05% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 22,182 | 5,389 | 1.06% | 1.06% | 372 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apriem Advisors | History | No change | 22,173 | 5,387 | 0.47% | 0.47% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 21,991 | 5,343 | 1.66% | 1.66% | 374 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CGN Advisors LLC | History | No change | 21,736 | 5,281 | 0.39% | 0.39% | 375 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FIRST HORIZON CORP | History | No change | 21,603 | 5,249 | 0.2% | 0.2% | 376 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 21,490 | 5,221 | 0.92% | 0.92% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 21,471 | 5,217 | 0.06% | 0.06% | 378 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 21,432 | 5,207 | 3.05% | 3.05% | 379 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 21,211 | 5,153 | 3.49% | 3.49% | 380 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Truepoint, Inc. | History | No change | 21,023 | 5,108 | 0.11% | 0.11% | 381 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TriaGen Wealth Management LLC | History | No change | 21,014 | 5,106 | 1.28% | 1.28% | 382 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 20,781 | 5,049 | 0.51% | 0.51% | 383 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 20,761 | 5,044 | 0.07% | 0.07% | 384 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop National Bank | History | No change | 20,695 | 5,028 | 1.07% | 1.07% | 385 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 20,452 | 4,969 | 0.08% | 0.08% | 386 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | No change | 20,315 | 4,936 | 2.47% | 2.47% | 387 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 20,126 | 4,890 | 1.05% | 1.05% | 388 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IEQ CAPITAL, LLC | History | No change | 20,112 | 4,887 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stone Summit Wealth LLC | History | No change | 20,019 | 4,864 | 1.23% | 1.23% | 390 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 19,983 | 4,855 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 19,917 | 4,839 | 0.46% | 0.46% | 392 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Advisors Network, Inc. | History | No change | 19,860 | 4,825 | 0.59% | 0.59% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 19,775 | 4,805 | 1.02% | 1.02% | 394 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 20,695 | 4,781 | 0.38% | 0.39% | 395 | +108 | 0.52% | Q3 2026 | Oct 05, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 27,654 | 4,762 | 0.1% | 0.11% | 396 | -1,560 | -5.34% | Q3 2026 | Oct 08, 2026 |
| CENTRAL TRUST Co | History | No change | 19,363 | 4,705 | 0.09% | 0.09% | 397 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MCF Advisors LLC | History | No change | 19,331 | 4,697 | 0.17% | 0.17% | 398 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 19,304 | 4,690 | 0.28% | 0.28% | 399 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tortoise Investment Management, LLC | History | No change | 19,299 | 4,689 | 0.35% | 0.35% | 400 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ally Invest Advisors Inc. | History | No change | 19,226 | 4,671 | 0.28% | 0.28% | 401 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 19,208 | 4,667 | 0.08% | 0.08% | 402 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trust Point Inc. | History | No change | 19,065 | 4,632 | 0.39% | 0.39% | 403 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 18,875 | 4,586 | 0.53% | 0.53% | 404 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ascent Group, LLC | History | No change | 18,857 | 4,581 | 0.14% | 0.14% | 405 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 18,638 | 4,528 | 2.19% | 2.19% | 406 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alhambra Investment Management LLC | History | No change | 18,629 | 4,526 | 1.98% | 1.98% | 407 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Carolina Wealth Management Inc | History | No change | 18,431 | 4,478 | 2.06% | 2.06% | 408 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Falcon Wealth Planning | History | No change | 18,347 | 4,458 | 0.28% | 0.28% | 409 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 18,288 | 4,443 | 0.09% | 0.09% | 410 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 18,275 | 4,440 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 18,257 | 4,436 | 0.86% | 0.86% | 412 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 19,068 | 4,405 | 0.49% | 0.54% | 413 | -363 | -1.87% | Q3 2026 | Oct 08, 2026 |
| WARNER FINANCIAL, INC | History | No change | 18,114 | 4,401 | 1.29% | 1.29% | 414 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Martel Wealth Advisors LLC | History | No change | 18,106 | 4,399 | 0.69% | 0.69% | 415 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 18,065 | 4,389 | 0.16% | 0.16% | 416 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Krilogy Financial LLC | History | No change | 18,026 | 4,380 | 0.13% | 0.13% | 417 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversified Portfolios, Inc. | History | No change | 17,849 | 4,337 | 0.31% | 0.31% | 418 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 17,820 | 4,329 | 0.41% | 0.41% | 419 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CWA Asset Management Group, LLC | History | No change | 17,777 | 4,319 | 0.13% | 0.13% | 420 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 17,735 | 4,309 | 0.49% | 0.49% | 421 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 17,673 | 4,294 | 2.79% | 2.79% | 422 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 17,657 | 4,290 | 0.52% | 0.52% | 423 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fluent Financial, LLC | History | No change | 17,655 | 4,289 | 1.53% | 1.53% | 424 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Viaable, LLC | History | No change | 17,627 | 4,278 | 3.55% | 3.55% | 425 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 17,588 | 4,273 | 0.35% | 0.35% | 426 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valpey Financial Services, LLC | History | No change | 17,546 | 4,263 | 2.54% | 2.54% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 17,498 | 4,251 | 1.57% | 1.57% | 428 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 17,310 | 4,206 | 1.05% | 1.05% | 429 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Councilor Wealth, LLC | History | Reduced | 18,129 | 4,188 | 1.73% | 1.84% | 430 | -587 | -3.14% | Q3 2026 | Oct 09, 2026 |
| Diversify Advisory Services, LLC | History | No change | 17,046 | 4,187 | 0.07% | 0.07% | 431 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 17,046 | 4,187 | 0.07% | 0.07% | 432 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Echo45 Advisors LLC | History | Added to | 18,074 | 4,175 | 1.9% | 2.24% | 433 | +188 | 1.05% | Q3 2026 | Oct 07, 2026 |
| Bangor Savings Bank | History | Reduced | 18,071 | 4,174 | 0.32% | 0.33% | 434 | -549 | -2.95% | Q3 2026 | Oct 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 17,157 | 4,168 | 0.07% | 0.07% | 435 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wedmont Private Capital | History | Reduced | 17,798 | 4,163 | 0.1% | 0.13% | 436 | -2,408 | -11.92% | Q3 2026 | Oct 09, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 17,061 | 4,145 | 0.23% | 0.23% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Index Fund Advisors, Inc. | History | No change | 16,974 | 4,124 | 0.16% | 0.16% | 438 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 16,950 | 4,118 | 0.42% | 0.42% | 439 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 16,865 | 4,098 | 0.17% | 0.17% | 440 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 16,712 | 4,060 | 0.21% | 0.21% | 441 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 16,695 | 4,056 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,668 | 4,050 | 0.04% | 0.04% | 443 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 16,565 | 4,025 | 1.56% | 1.56% | 444 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 16,425 | 3,991 | 0.2% | 0.2% | 445 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 16,395 | 3,983 | 0.79% | 0.79% | 446 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOM Asset Management Ltd | History | No change | 16,392 | 3,983 | 1.03% | 1.03% | 447 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CWC Advisors, LLC. | History | No change | 16,337 | 3,969 | 1.76% | 1.76% | 448 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 16,294 | 3,959 | 0.74% | 0.74% | 449 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 16,242 | 3,946 | 0.05% | 0.05% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 16,211 | 3,939 | 2.76% | 2.76% | 451 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 16,177 | 3,930 | 0.07% | 0.07% | 452 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Essex Financial Services, Inc. | History | No change | 16,109 | 3,914 | 0.19% | 0.19% | 453 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forza Wealth Management, LLC | History | No change | 15,924 | 3,869 | 1.19% | 1.19% | 454 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MSH Capital Advisors LLC | History | No change | 15,913 | 3,866 | 0.67% | 0.67% | 455 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Argent Trust Co | History | No change | 15,903 | 3,864 | 0.11% | 0.11% | 456 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 15,607 | 3,792 | 0.46% | 0.46% | 457 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 15,592 | 3,788 | 1.27% | 1.27% | 458 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 15,573 | 3,784 | 0.71% | 0.71% | 459 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wolff Financial Management LLC | History | No change | 15,506 | 3,767 | 0.75% | 0.75% | 460 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 15,333 | 3,725 | 0.79% | 0.79% | 461 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stokes Family Office, LLC | History | No change | 15,304 | 3,718 | 0.43% | 0.43% | 462 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 15,286 | 3,714 | 0.08% | 0.08% | 463 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Choate Investment Advisors | History | No change | 15,253 | 3,706 | 0.07% | 0.07% | 464 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allen Investment Management, LLC | History | No change | 15,243 | 3,703 | 0.04% | 0.04% | 465 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 15,225 | 3,699 | 0.17% | 0.17% | 466 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Verity Asset Management, Inc. | History | No change | 15,223 | 3,698 | 1.4% | 1.4% | 467 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 3EDGE Asset Management, LP | History | No change | 15,174 | 3,687 | 0.16% | 0.16% | 468 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FDx Advisors, Inc. | History | No change | 15,140 | 3,679 | 1.11% | 1.11% | 469 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Access Investment Management LLC | History | No change | 15,000 | 3,644 | 0.93% | 0.93% | 470 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 14,897 | 3,619 | 1.63% | 1.63% | 471 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 14,846 | 3,607 | 1.16% | 1.16% | 472 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 14,841 | 3,606 | 0.12% | 0.12% | 473 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 14,664 | 3,563 | 0.09% | 0.09% | 474 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 15,306 | 3,536 | 0.14% | 0.14% | 475 | +1,028 | 7.2% | Q3 2026 | Oct 08, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 15,081 | 3,484 | 0.38% | 0.43% | 476 | -52 | -0.34% | Q3 2026 | Oct 07, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 14,295 | 3,473 | 2.4% | 2.4% | 477 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BESSEMER GROUP INC | History | No change | 14,276 | 3,469 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 14,263 | 3,462 | 1.19% | 1.19% | 479 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 14,235 | 3,458 | 0.02% | 0.02% | 480 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 14,084 | 3,422 | 0.98% | 0.98% | 481 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Opulen Financial Group LLC | History | No change | 14,072 | 3,419 | 2.15% | 2.15% | 482 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evanson Financial, LLC | History | No change | 14,052 | 3,414 | 0.17% | 0.17% | 483 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 13,744 | 3,339 | 0.12% | 0.12% | 484 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 13,705 | 3,330 | 0.22% | 0.22% | 485 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,313 | 3,326 | 0.14% | 0.14% | 486 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Linscomb Wealth, Inc. | History | No change | 13,647 | 3,316 | 0.14% | 0.14% | 487 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vawter Financial, Ltd. | History | No change | 13,619 | 3,309 | 1.25% | 1.25% | 488 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 13,596 | 3,303 | 0.18% | 0.18% | 489 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 55 North Private Wealth, LLC | History | No change | 13,596 | 3,303 | 0.65% | 0.65% | 490 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 13,556 | 3,293 | 0.16% | 0.16% | 491 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CSM Advisors, LLC | History | No change | 13,484 | 3,277 | 0.07% | 0.07% | 492 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | No change | 13,479 | 3,275 | 0.07% | 0.07% | 493 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLIO Financial Planning | History | No change | 13,459 | 3,270 | 0.81% | 0.81% | 494 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trust Co of the South | History | No change | 13,458 | 3,270 | 0.46% | 0.46% | 495 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| IVC Wealth Advisors LLC | History | No change | 13,425 | 3,262 | 1.27% | 1.27% | 496 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Spire Wealth Management | History | No change | 13,426 | 3,262 | 0.1% | 0.1% | 497 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 13,272 | 3,225 | 0.11% | 0.11% | 498 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 13,186 | 3,204 | 0.49% | 0.49% | 499 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trust Co | History | Added to | 13,802 | 3,188 | 0.28% | 0.24% | 500 | +3,020 | 28.01% | Q3 2026 | Oct 09, 2026 |
| Coquina Private Wealth LLC | History | No change | 13,116 | 3,187 | 2.16% | 2.16% | 501 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 13,090 | 3,180 | 0.16% | 0.16% | 502 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 13,062 | 3,173 | 1.66% | 1.66% | 503 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOSTER & MOTLEY INC | History | No change | 12,945 | 3,145 | 0.14% | 0.14% | 504 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 12,938 | 3,143 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Composition Wealth, LLC | History | No change | 12,918 | 3,138 | 0.04% | 0.04% | 506 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CHRISTINE MESSMER PC | History | No change | 12,869 | 3,126 | 1.76% | 1.76% | 507 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 12,756 | 3,099 | 0.14% | 0.14% | 508 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 12,734 | 3,094 | 0.06% | 0.06% | 509 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 12,717 | 3,090 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KPP Advisory Services LLC | History | No change | 12,707 | 3,087 | 0.39% | 0.39% | 511 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 12,691 | 3,083 | 0.41% | 0.41% | 512 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 12,265 | 3,078 | 0.16% | 0.16% | 513 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 12,665 | 3,077 | 0.13% | 0.13% | 514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 12,617 | 3,065 | 0.13% | 0.13% | 515 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 12,564 | 3,052 | 1.05% | 1.05% | 516 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 12,497 | 3,036 | 1.06% | 1.06% | 517 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envision Financial LLC | History | No change | 12,227 | 2,971 | 1.37% | 1.37% | 518 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,195 | 2,963 | 0.04% | 0.04% | 519 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 12,193 | 2,962 | 2.12% | 2.12% | 520 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneAscent Financial Services LLC | History | No change | 12,169 | 2,956 | 0.14% | 0.14% | 521 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 12,158 | 2,954 | 0.21% | 0.21% | 522 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Alpine Bank Wealth Management | History | No change | 12,154 | 2,953 | 0.38% | 0.38% | 523 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 12,126 | 2,946 | 0.17% | 0.17% | 524 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 12,030 | 2,923 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 11,998 | 2,915 | 0.93% | 0.93% | 526 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TFB Advisors LLC | History | No change | 11,982 | 2,911 | 1.28% | 1.28% | 527 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 11,919 | 2,891 | 0.29% | 0.29% | 528 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 11,893 | 2,889 | 0.05% | 0.05% | 529 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | No change | 11,825 | 2,873 | 0.05% | 0.05% | 530 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advyzon Investment Management, LLC | History | No change | 11,827 | 2,873 | 0.21% | 0.21% | 531 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arista Wealth Management, LLC | History | No change | 11,817 | 2,871 | 0.31% | 0.31% | 532 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 12,386 | 2,861 | 0.08% | 0.12% | 533 | -4,720 | -27.59% | Q3 2026 | Oct 05, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 11,749 | 2,854 | 2.12% | 2.12% | 534 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 11,696 | 2,842 | 0.24% | 0.24% | 535 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Midwestern Financial, LLC /IA | History | No change | 11,654 | 2,831 | 1.98% | 1.98% | 536 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 11,463 | 2,785 | 0.15% | 0.15% | 537 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 11,366 | 2,761 | 0.17% | 0.17% | 538 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Monetary Solutions, Ltd | History | No change | 11,295 | 2,744 | 2.36% | 2.36% | 539 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 11,291 | 2,743 | 0.68% | 0.68% | 540 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Telos Capital Management, Inc. | History | No change | 11,255 | 2,734 | 0.24% | 0.24% | 541 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REBALANCE, LLC | History | No change | 11,244 | 2,732 | 0.14% | 0.14% | 542 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 11,235 | 2,730 | 0.86% | 0.86% | 543 | +3 | 0.03% | Q3 2026 | Oct 06, 2026 |
| XY Planning Network, Inc. | History | No change | 11,169 | 2,713 | 0.34% | 0.34% | 544 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Midwest Financial Group LLC | History | No change | 11,105 | 2,698 | 0.95% | 0.95% | 545 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 11,098 | 2,696 | 1.06% | 1.06% | 546 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| North Star Investment Management Corp. | History | No change | 11,087 | 2,693 | 0.15% | 0.15% | 547 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 11,076 | 2,691 | 0.06% | 0.06% | 548 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Intellectus Partners, LLC | History | No change | 11,067 | 2,689 | 0.47% | 0.47% | 549 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 11,968 | 2,666 | 0.13% | 0.13% | 550 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 10,926 | 2,654 | 0.03% | 0.03% | 551 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 11,487 | 2,653 | 0.3% | 0.33% | 552 | -29 | -0.25% | Q3 2026 | Oct 09, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 10,892 | 2,646 | 0.78% | 0.78% | 553 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vestwell Advisors, LLC | History | No change | 10,877 | 2,642 | 0.63% | 0.63% | 554 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 10,812 | 2,627 | 0.42% | 0.42% | 555 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ballentine Partners, LLC | History | No change | 10,799 | 2,624 | 0.03% | 0.03% | 556 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WealthShield Partners, LLC | History | No change | 10,795 | 2,623 | 0.4% | 0.4% | 557 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | No change | 10,755 | 2,620 | 0.04% | 0.04% | 558 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sage Mountain Advisors LLC | History | No change | 10,785 | 2,620 | 0.16% | 0.16% | 559 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Powerhouse Assets LLC | History | No change | 10,767 | 2,616 | 2.13% | 2.13% | 560 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 10,752 | 2,612 | 1.95% | 1.95% | 561 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 10,707 | 2,601 | 0.57% | 0.57% | 562 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Matisse Capital | History | No change | 10,652 | 2,588 | 1.04% | 1.04% | 563 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,612 | 2,578 | 0.16% | 0.16% | 564 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEEDS INVESTOR LLC | History | No change | 10,511 | 2,554 | 0.26% | 0.26% | 565 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sageworth Trust Co | History | No change | 10,506 | 2,552 | 0.1% | 0.1% | 566 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 10,500 | 2,551 | 0.17% | 0.17% | 567 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 10,494 | 2,550 | 0.1% | 0.1% | 568 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Facet Wealth, Inc. | History | No change | 10,476 | 2,545 | 0.04% | 0.04% | 569 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Plancorp, LLC | History | No change | 10,462 | 2,529 | 0.06% | 0.06% | 570 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,409 | 2,529 | 0.03% | 0.03% | 571 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 10,385 | 2,523 | 0.69% | 0.69% | 572 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mustard Seed Financial, LLC | History | No change | 10,321 | 2,507 | 1.3% | 1.3% | 573 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthRock Partners, LLC | History | No change | 10,316 | 2,506 | 0.04% | 0.04% | 574 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 10,276 | 2,496 | 1.68% | 1.68% | 575 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 10,262 | 2,493 | 0.06% | 0.06% | 576 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RMR Capital Management, LLC | History | No change | 10,260 | 2,493 | 1.72% | 1.72% | 577 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD ADVISERS INC | History | No change | 10,220 | 2,483 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 10,193 | 2,476 | 0.01% | 0.01% | 579 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Donalies Financial Planning, LLC | History | No change | 10,160 | 2,468 | 1.82% | 1.82% | 580 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Goepper Burkhardt LLC | History | No change | 10,153 | 2,467 | 0.74% | 0.74% | 581 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Livet Wealth, LLC | History | No change | 10,141 | 2,464 | 1.42% | 1.42% | 582 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Simmons Bank | History | No change | 10,119 | 2,458 | 0.14% | 0.14% | 583 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Factor Wealth Management LTD | History | Added to | 10,630 | 2,455 | 0.38% | 0.38% | 584 | +211 | 2.03% | Q3 2026 | Oct 08, 2026 |
| TritonPoint Partners, LLC | History | No change | 10,054 | 2,442 | 0.2% | 0.2% | 585 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 10,029 | 2,436 | 0.01% | 0.01% | 586 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 10,000 | 2,429 | 0.47% | 0.47% | 587 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Newton One Investments LLC | History | No change | 9,983 | 2,425 | 0.61% | 0.61% | 588 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Roundview Capital LLC | History | No change | 9,933 | 2,413 | 0.13% | 0.13% | 589 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Family Legacy, Inc. | History | No change | 9,871 | 2,398 | 0.64% | 0.64% | 590 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Probity Advisors, Inc. | History | No change | 9,793 | 2,379 | 0.34% | 0.34% | 591 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 9,756 | 2,370 | 0.55% | 0.55% | 592 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 9,658 | 2,346 | 0.06% | 0.06% | 593 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Junk Investment Group, LLC | History | No change | 9,639 | 2,342 | 1.04% | 1.04% | 594 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 9,557 | 2,322 | 0.34% | 0.34% | 595 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Curtis Advisory Group, LLC | History | No change | 9,529 | 2,315 | 0.45% | 0.45% | 596 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 9,509 | 2,310 | 0.23% | 0.23% | 597 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WP Advisors, LLC | History | No change | 9,497 | 2,307 | 0.56% | 0.56% | 598 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 9,495 | 2,307 | 0.53% | 0.53% | 599 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IF Advisors, LLC | History | No change | 9,464 | 2,299 | 1.51% | 1.51% | 600 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MB Generational Wealth, LLC | History | No change | 9,461 | 2,298 | 1.13% | 1.13% | 601 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 9,419 | 2,288 | 0.03% | 0.03% | 602 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WESBANCO BANK INC | History | No change | 9,410 | 2,286 | 0.06% | 0.06% | 603 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Greenspring Advisors, LLC | History | No change | 9,223 | 2,240 | 0.12% | 0.12% | 604 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 9,216 | 2,239 | 0.28% | 0.28% | 605 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 9,161 | 2,225 | 0.58% | 0.58% | 606 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Topsail Wealth Management, LLC | History | No change | 9,071 | 2,204 | 0.28% | 0.28% | 607 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guidance Point Advisors, LLC | History | No change | 9,046 | 2,198 | 0.46% | 0.46% | 608 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 9,007 | 2,188 | 0.69% | 0.69% | 609 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 9,001 | 2,187 | 0.49% | 0.49% | 610 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Blueprint, LLC | History | No change | 8,991 | 2,184 | 0.11% | 0.11% | 611 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Center For Asset Management LLC | History | No change | 8,987 | 2,184 | 0.97% | 0.97% | 612 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 8,926 | 2,168 | 0.09% | 0.09% | 613 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Grove Bank & Trust | History | Added to | 9,235 | 2,133 | 0.21% | 0.22% | 614 | +61 | 0.66% | Q3 2026 | Oct 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 8,737 | 2,123 | 0.24% | 0.24% | 615 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 9,752 | 2,119 | 0.26% | 0.26% | 616 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BTC Capital Management, Inc. | History | No change | 8,712 | 2,116 | 0.13% | 0.13% | 617 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Enhancement Group LLC | History | Added to | 9,110 | 2,115 | 0.24% | 0.23% | 618 | +1,053 | 13.07% | Q3 2026 | Oct 08, 2026 |
| Triune Financial Partners, LLC | History | No change | 8,696 | 2,112 | 0.44% | 0.44% | 619 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BSW Wealth Partners | History | No change | 8,689 | 2,111 | 0.23% | 0.23% | 620 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 8,646 | 2,100 | 0.36% | 0.36% | 621 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 8,639 | 2,099 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 9,085 | 2,098 | 0.41% | 0.47% | 623 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| InvesTrust | History | No change | 8,606 | 2,091 | 0.8% | 0.8% | 624 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tranquility Partners, LLC | History | No change | 8,596 | 2,088 | 0.72% | 0.72% | 625 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jacobs Equity LLC | History | No change | 8,597 | 2,088 | 1.44% | 1.44% | 626 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 8,582 | 2,085 | 0.06% | 0.06% | 627 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Archford Capital Strategies, LLC | History | No change | 8,555 | 2,078 | 0.21% | 0.21% | 628 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LS Investment Advisors, LLC | History | No change | 8,530 | 2,072 | 0.28% | 0.28% | 629 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sowell Financial Services LLC | History | No change | 8,512 | 2,068 | 0.07% | 0.07% | 630 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 8,510 | 2,067 | 0.13% | 0.13% | 631 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 8,494 | 2,063 | 0.06% | 0.06% | 632 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magnus Financial Group LLC | History | No change | 8,477 | 2,059 | 0.15% | 0.15% | 633 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mutual Advisors, LLC | History | No change | 8,421 | 2,046 | 0.04% | 0.04% | 634 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 8,412 | 2,044 | 0.65% | 0.65% | 635 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 8,408 | 2,043 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 8,402 | 2,041 | 0.2% | 0.2% | 637 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 8,362 | 2,029 | 0.41% | 0.41% | 638 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 8,724 | 2,015 | 0.39% | 0.37% | 639 | +15 | 0.17% | Q3 2026 | Oct 08, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 8,651 | 1,998 | 0.03% | 0.03% | 640 | +42 | 0.49% | Q3 2026 | Oct 08, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 8,210 | 1,995 | 1.14% | 1.14% | 641 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 8,152 | 1,980 | 1.76% | 1.76% | 642 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| City State Bank | History | No change | 8,133 | 1,976 | 0.45% | 0.45% | 643 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AlphaCore Capital LLC | History | No change | 8,101 | 1,968 | 0.04% | 0.04% | 644 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Breakwater Capital Group | History | Reduced | 8,481 | 1,959 | 0.23% | 0.25% | 645 | -48 | -0.56% | Q3 2026 | Oct 08, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 7,969 | 1,936 | 0.26% | 0.26% | 646 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 7,944 | 1,930 | 1.09% | 1.09% | 647 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 7,940 | 1,929 | 0.1% | 0.1% | 648 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 7,880 | 1,914 | 0.07% | 0.07% | 649 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 7,863 | 1,910 | 0.8% | 0.8% | 650 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversified Enterprises, LLC | History | No change | 7,862 | 1,910 | 0.09% | 0.09% | 651 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Klingman & Associates, LLC | History | No change | 7,832 | 1,903 | 0.08% | 0.08% | 652 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 7,822 | 1,900 | 0.22% | 0.22% | 653 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 7,817 | 1,899 | 0.02% | 0.02% | 654 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANCE WEALTH, LLC | History | No change | 7,812 | 1,898 | 0.43% | 0.43% | 655 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Michels Family Financial, LLC | History | No change | 7,809 | 1,897 | 1.22% | 1.22% | 656 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL COUNSELORS INC | History | No change | 7,755 | 1,884 | 2.59% | 2.59% | 657 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 7,697 | 1,870 | 1.51% | 1.51% | 658 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 7,612 | 1,849 | 0.1% | 0.1% | 659 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 7,986 | 1,844 | 0.34% | 0.38% | 660 | -283 | -3.42% | Q3 2026 | Oct 09, 2026 |
| Friday Financial | History | Added to | 7,920 | 1,841 | 0.36% | 0.44% | 661 | +1,105 | 16.21% | Q3 2026 | Oct 09, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 7,950 | 1,836 | 0.43% | 0.5% | 662 | -643 | -7.48% | Q3 2026 | Oct 08, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 39,196 | 1,827 | 0.88% | 0.88% | 663 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOKF, NA | History | No change | 7,494 | 1,820 | 0.03% | 0.03% | 664 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BigSur Wealth Management LLC | History | No change | 7,466 | 1,814 | 0.44% | 0.44% | 665 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 7,453 | 1,810 | 0.11% | 0.11% | 666 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hardy Reed LLC | History | No change | 7,436 | 1,806 | 0.12% | 0.12% | 667 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SlateStone Wealth, LLC | History | No change | 7,412 | 1,801 | 0.14% | 0.14% | 668 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Financial Network, Inc. | History | No change | 7,408 | 1,799 | 0.06% | 0.06% | 669 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Forest Hill Capital, LLC | History | No change | 7,400 | 1,798 | 1.38% | 1.38% | 670 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 7,393 | 1,796 | 0.19% | 0.19% | 671 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 7,388 | 1,795 | 0.07% | 0.07% | 672 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alteri Wealth LLC | History | No change | 7,388 | 1,795 | 0.5% | 0.5% | 673 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUE Private Wealth Advisors | History | No change | 7,235 | 1,758 | 0.15% | 0.15% | 674 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Freedom, LLC | History | No change | 7,193 | 1,747 | 0.8% | 0.8% | 675 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 7,149 | 1,737 | 0.07% | 0.07% | 676 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Genesis Financial Group, LLC | History | No change | 7,151 | 1,737 | 1.13% | 1.13% | 677 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graetz Wealth LLC | History | No change | 7,132 | 1,733 | 1.38% | 1.38% | 678 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULTON BANK, N.A. | History | No change | 7,104 | 1,726 | 0.05% | 0.05% | 679 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 6,981 | 1,696 | 0.0% | 0.0% | 680 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF HAWAII | History | No change | 6,971 | 1,693 | 0.08% | 0.08% | 681 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 7,298 | 1,686 | 0.21% | 0.25% | 682 | -538 | -6.87% | Q3 2026 | Oct 09, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 6,927 | 1,683 | 0.19% | 0.19% | 683 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Squared Financial LLC | History | No change | 6,825 | 1,658 | 1.08% | 1.08% | 684 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Evergreen Wealth Management, LLC | History | No change | 6,812 | 1,655 | 0.78% | 0.78% | 685 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 6,797 | 1,651 | 0.08% | 0.08% | 686 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'Connor Financial Group LLC | History | No change | 6,756 | 1,641 | 0.58% | 0.58% | 687 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 6,696 | 1,627 | 0.18% | 0.18% | 688 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aegis Wealth Management LLC | History | No change | 6,690 | 1,625 | 0.76% | 0.76% | 689 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 6,644 | 1,614 | 0.04% | 0.04% | 690 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 6,624 | 1,609 | 0.03% | 0.03% | 691 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DRAVO BAY LLC | History | No change | 6,624 | 1,609 | 0.56% | 0.56% | 692 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 6,606 | 1,605 | 0.25% | 0.25% | 693 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | No change | 6,600 | 1,603 | 0.28% | 0.28% | 694 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 6,542 | 1,589 | 0.02% | 0.02% | 695 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 6,524 | 1,585 | 0.32% | 0.32% | 696 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dynamic Financial Group | History | No change | 6,464 | 1,570 | 1.19% | 1.19% | 697 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 6,420 | 1,560 | 0.64% | 0.64% | 698 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 6,418 | 1,559 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saxony Capital Management, LLC | History | No change | 6,413 | 1,558 | 0.71% | 0.71% | 700 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 6,386 | 1,551 | 0.1% | 0.1% | 701 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 6,374 | 1,548 | 0.84% | 0.84% | 702 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 6,309 | 1,533 | 0.29% | 0.29% | 703 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 6,297 | 1,529 | 0.17% | 0.17% | 704 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| McNamara Financial Services, Inc. | History | No change | 6,266 | 1,522 | 0.26% | 0.26% | 705 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 6,262 | 1,521 | 0.97% | 0.97% | 706 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 6,239 | 1,516 | 0.24% | 0.24% | 707 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sherman Wealth Management LLC | History | No change | 6,221 | 1,511 | 1.14% | 1.14% | 708 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 6,217 | 1,510 | 0.46% | 0.46% | 709 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 6,212 | 1,509 | 0.35% | 0.35% | 710 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 6,197 | 1,505 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Day In July LLC | History | No change | 6,195 | 1,505 | 0.1% | 0.1% | 712 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 6,144 | 1,488 | 0.51% | 0.51% | 713 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 6,118 | 1,486 | 0.11% | 0.11% | 714 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 6,119 | 1,486 | 0.05% | 0.05% | 715 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Painted Porch Advisors LLC | History | No change | 6,118 | 1,486 | 0.65% | 0.65% | 716 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trilogy Capital Inc. | History | No change | 6,115 | 1,485 | 0.06% | 0.06% | 717 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Revisor Wealth Management LLC | History | No change | 6,115 | 1,485 | 0.36% | 0.36% | 718 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 6,105 | 1,483 | 0.39% | 0.39% | 719 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,102 | 1,482 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESCAP Management Group, Inc. | History | No change | 6,088 | 1,479 | 0.28% | 0.28% | 721 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Three Arch Wealth Management LLC | History | No change | 6,081 | 1,477 | 0.23% | 0.23% | 722 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stembrook Asset Management, LLC | History | No change | 6,047 | 1,469 | 1.27% | 1.27% | 723 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 6,022 | 1,463 | 0.04% | 0.04% | 724 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 5,999 | 1,457 | 0.67% | 0.67% | 725 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Advisor Group, LLC | History | No change | 5,972 | 1,451 | 0.15% | 0.15% | 726 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 5,969 | 1,450 | 0.7% | 0.7% | 727 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 5,953 | 1,446 | 0.61% | 0.61% | 728 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 5,944 | 1,444 | 0.35% | 0.35% | 729 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Point Advisors Inc. | History | No change | 5,892 | 1,431 | 1.27% | 1.27% | 730 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,873 | 1,427 | 0.02% | 0.02% | 731 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Certified Advisory Corp | History | No change | 5,857 | 1,423 | 0.11% | 0.11% | 732 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Maridea Wealth Management LLC | History | No change | 5,798 | 1,408 | 0.15% | 0.15% | 733 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 6,028 | 1,392 | 0.2% | 0.24% | 734 | -875 | -12.68% | Q3 2026 | Oct 08, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 6,014 | 1,389 | 0.3% | 0.31% | 735 | -121 | -1.97% | Q3 2026 | Oct 09, 2026 |
| ProVise Management Group, LLC | History | No change | 5,713 | 1,388 | 0.09% | 0.09% | 736 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baldwin Investment Management, LLC | History | No change | 5,715 | 1,388 | 0.13% | 0.13% | 737 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 5,694 | 1,383 | 0.24% | 0.24% | 738 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 5,693 | 1,383 | 0.34% | 0.34% | 739 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 5,682 | 1,380 | 0.07% | 0.07% | 740 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | No change | 5,669 | 1,377 | 1.08% | 1.08% | 741 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | No change | 5,617 | 1,364 | 0.08% | 0.08% | 742 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 5,589 | 1,358 | 0.17% | 0.17% | 743 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 5,565 | 1,352 | 0.03% | 0.03% | 744 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,551 | 1,348 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 5,503 | 1,337 | 0.12% | 0.12% | 746 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 5,493 | 1,334 | 0.04% | 0.04% | 747 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cooksen Wealth, LLC | History | No change | 5,492 | 1,334 | 0.84% | 0.84% | 748 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lynx Investment Advisory | History | No change | 5,438 | 1,321 | 0.43% | 0.43% | 749 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 5,409 | 1,314 | 1.01% | 1.01% | 750 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,400 | 1,312 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JT Stratford LLC | History | No change | 5,384 | 1,308 | 0.14% | 0.14% | 752 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | No change | 5,386 | 1,308 | 0.1% | 0.1% | 753 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TruNorth Capital Management, LLC | History | No change | 5,382 | 1,307 | 0.21% | 0.21% | 754 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 5,376 | 1,306 | 0.54% | 0.54% | 755 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 5,354 | 1,301 | 0.28% | 0.28% | 756 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 5,345 | 1,298 | 0.05% | 0.05% | 757 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 5,321 | 1,292 | 0.8% | 0.8% | 758 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 5,309 | 1,290 | 0.49% | 0.49% | 759 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Meritas Wealth Management, LLC | History | No change | 5,283 | 1,283 | 0.5% | 0.5% | 760 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 5,279 | 1,282 | 0.44% | 0.44% | 761 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 5,273 | 1,281 | 0.06% | 0.06% | 762 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 5,262 | 1,278 | 0.12% | 0.12% | 763 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 5,211 | 1,266 | 0.48% | 0.48% | 764 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 5,196 | 1,262 | 0.25% | 0.25% | 765 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Analysts, LLC | History | No change | 5,188 | 1,260 | 0.03% | 0.03% | 766 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 5,173 | 1,257 | 0.12% | 0.12% | 767 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BKM Wealth Management, LLC | History | No change | 5,149 | 1,251 | 0.44% | 0.44% | 768 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 5,142 | 1,249 | 0.03% | 0.03% | 769 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Community Financial Services Group, LLC | History | No change | 5,097 | 1,237 | 0.18% | 0.18% | 770 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Archer Investment Corp | History | No change | 5,091 | 1,237 | 0.24% | 0.24% | 771 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Financial Group, LLC | History | Added to | 5,352 | 1,236 | 1.2% | 1.21% | 772 | +159 | 3.06% | Q3 2026 | Oct 08, 2026 |
| John A. Wolfe & Associates, Inc. | History | No change | 5,050 | 1,227 | 1.69% | 1.69% | 773 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | No change | 5,048 | 1,226 | 0.59% | 0.59% | 774 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| King Wealth Management Group | History | No change | 5,032 | 1,223 | 0.13% | 0.13% | 775 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Wealth Advisors LLC | History | No change | 5,013 | 1,218 | 1.1% | 1.1% | 776 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nuveen, LLC | History | No change | 5,000 | 1,214 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Visionary Wealth Advisors | History | No change | 4,989 | 1,212 | 0.05% | 0.05% | 778 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 4,988 | 1,212 | 0.11% | 0.11% | 779 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBT BANK, N.A. | History | No change | 4,971 | 1,207 | 0.08% | 0.08% | 780 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Financial Advisors, LLC | History | No change | 4,966 | 1,206 | 0.15% | 0.15% | 781 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Caprock Group, LLC | History | No change | 4,956 | 1,204 | 0.02% | 0.02% | 782 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empower Advisory Group, LLC | History | No change | 4,956 | 1,204 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 4,940 | 1,200 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 4,925 | 1,196 | 0.61% | 0.61% | 785 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LexAurum Advisors, LLC | History | No change | 4,914 | 1,194 | 0.14% | 0.14% | 786 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,907 | 1,192 | 0.08% | 0.08% | 787 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compass Financial Group, INC/SD | History | No change | 4,908 | 1,192 | 0.14% | 0.14% | 788 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Asset Dedication, LLC | History | No change | 4,900 | 1,190 | 0.07% | 0.07% | 789 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 4,901 | 1,190 | 0.33% | 0.33% | 790 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 4,880 | 1,185 | 0.18% | 0.18% | 791 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RFP Financial Group LLC | History | No change | 4,880 | 1,185 | 0.53% | 0.53% | 792 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 5,114 | 1,181 | 0.76% | 0.85% | 793 | -181 | -3.42% | Q3 2026 | Oct 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,852 | 1,178 | 0.02% | 0.02% | 794 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 4,825 | 1,172 | 0.61% | 0.61% | 795 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Texas Bank & Trust Co | History | No change | 4,817 | 1,170 | 0.38% | 0.38% | 796 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Markowski Investments | History | No change | 4,802 | 1,166 | 0.26% | 0.26% | 797 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,784 | 1,162 | 0.1% | 0.1% | 798 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 4,772 | 1,159 | 0.08% | 0.08% | 799 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 4,766 | 1,157 | 0.03% | 0.03% | 800 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,746 | 1,153 | 0.23% | 0.23% | 801 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Providence Capital Advisors, LLC | History | No change | 4,698 | 1,141 | 0.17% | 0.17% | 802 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 4,690 | 1,139 | 0.05% | 0.05% | 803 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sagace Wealth Management LLC | History | No change | 4,690 | 1,139 | 0.71% | 0.71% | 804 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AIRE ADVISORS, LLC | History | No change | 4,667 | 1,133 | 0.18% | 0.18% | 805 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballast Financial Advisors LLC | History | No change | 4,619 | 1,122 | 1.02% | 1.02% | 806 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 4,616 | 1,121 | 0.15% | 0.15% | 807 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Petix & Botte Co | History | No change | 4,608 | 1,119 | 0.23% | 0.23% | 808 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 4,565 | 1,109 | 0.44% | 0.44% | 809 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Level Financial Advisors | History | No change | 4,553 | 1,106 | 0.25% | 0.25% | 810 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Battery Global Advisors, LLC | History | No change | 4,545 | 1,104 | 0.55% | 0.55% | 811 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 4,540 | 1,103 | 0.1% | 0.1% | 812 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asempa Wealth Advisors | History | Reduced | 4,731 | 1,099 | 0.84% | 0.87% | 813 | -50 | -1.05% | Q3 2026 | Oct 07, 2026 |
| NICOLET BANKSHARES INC | History | No change | 4,492 | 1,092 | 0.03% | 0.03% | 814 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,491 | 1,091 | 0.01% | 0.01% | 815 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 4,493 | 1,091 | 0.09% | 0.09% | 816 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Alternatives, Inc | History | No change | 4,489 | 1,090 | 0.54% | 0.54% | 817 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HFG Advisors, Inc. | History | No change | 4,481 | 1,088 | 0.68% | 0.68% | 818 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 4,463 | 1,084 | 0.09% | 0.09% | 819 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Capital Management, LLC | History | No change | 4,454 | 1,084 | 0.34% | 0.34% | 820 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 4,458 | 1,083 | 0.09% | 0.09% | 821 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 4,386 | 1,065 | 0.26% | 0.26% | 822 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CPWA, LLC | History | No change | 4,387 | 1,065 | 1.24% | 1.24% | 823 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Canal Capital Management, LLC | History | No change | 4,382 | 1,064 | 0.13% | 0.13% | 824 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 4,374 | 1,062 | 0.17% | 0.17% | 825 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 4,347 | 1,056 | 0.3% | 0.3% | 826 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 4,340 | 1,054 | 0.21% | 0.21% | 827 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | No change | 4,337 | 1,053 | 0.03% | 0.03% | 828 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisors, LLC | History | No change | 4,337 | 1,053 | 0.15% | 0.15% | 829 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 4,326 | 1,051 | 0.38% | 0.38% | 830 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITY HOLDING CO | History | No change | 4,321 | 1,049 | 0.12% | 0.12% | 831 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 4,319 | 1,049 | 0.25% | 0.25% | 832 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SVRN Asset Management, LLC | History | No change | 4,296 | 1,043 | 0.54% | 0.54% | 833 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 4,268 | 1,037 | 0.57% | 0.57% | 834 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 4,267 | 1,036 | 0.0% | 0.0% | 835 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marion Wealth Management | History | No change | 4,261 | 1,035 | 0.21% | 0.21% | 836 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Csenge Advisory Group | History | No change | 4,217 | 1,024 | 0.04% | 0.04% | 837 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Manske Wealth Management | History | No change | 4,211 | 1,023 | 0.25% | 0.25% | 838 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 4,427 | 1,022 | 0.17% | 0.17% | 839 | +47 | 1.07% | Q3 2026 | Oct 08, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 4,196 | 1,019 | 0.33% | 0.33% | 840 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 4,192 | 1,018 | 0.03% | 0.03% | 841 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Schwallier Wealth Management LLC | History | No change | 4,192 | 1,018 | 0.64% | 0.64% | 842 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bishop & Co Investment Management, LLC | History | No change | 4,164 | 1,011 | 0.31% | 0.31% | 843 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Grange Capital, LLC | History | No change | 4,158 | 1,010 | 0.93% | 0.93% | 844 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 4,151 | 1,008 | 0.05% | 0.05% | 845 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 4,152 | 1,008 | 0.57% | 0.57% | 846 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 4,129 | 1,003 | 0.31% | 0.31% | 847 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RS CRUM INC. | History | No change | 4,112 | 999 | 0.19% | 0.19% | 848 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jacobi Capital Management LLC | History | No change | 4,108 | 998 | 0.05% | 0.05% | 849 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fermata Advisors, LLC | History | No change | 4,100 | 996 | 0.2% | 0.2% | 850 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 4,089 | 993 | 0.19% | 0.19% | 851 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 4,290 | 991 | 0.09% | 0.1% | 852 | -76 | -1.74% | Q3 2026 | Oct 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 4,079 | 991 | 0.01% | 0.01% | 853 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Disciplined Investments, LLC | History | No change | 4,074 | 989 | 0.32% | 0.32% | 854 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Madison Wealth Partners, Inc | History | No change | 4,051 | 984 | 0.13% | 0.13% | 855 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 4,051 | 984 | 0.56% | 0.56% | 856 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 4,045 | 982 | 0.04% | 0.04% | 857 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Worth Asset Management, LLC | History | New | 4,246 | 980 | 0.29% | — | 858 | +4,246 | New | Q3 2026 | Oct 07, 2026 |
| LPWM LLC | History | No change | 4,027 | 978 | 0.22% | 0.22% | 859 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 3,999 | 971 | 0.51% | 0.51% | 860 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Horizon Investment Services, LLC | History | No change | 3,990 | 969 | 0.27% | 0.27% | 861 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 3,980 | 967 | 0.4% | 0.4% | 862 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smithfield Trust Co | History | No change | 3,974 | 966 | 0.04% | 0.04% | 863 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,972 | 965 | 0.02% | 0.02% | 864 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 3,963 | 962 | 0.6% | 0.6% | 865 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Embree Financial Group | History | No change | 3,954 | 960 | 0.1% | 0.1% | 866 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | No change | 3,941 | 957 | 0.03% | 0.03% | 867 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Money Management, LLC | History | No change | 3,916 | 951 | 0.14% | 0.14% | 868 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 3,902 | 948 | 0.02% | 0.02% | 869 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fonville Wealth Management LLC | History | No change | 3,891 | 945 | 0.15% | 0.15% | 870 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 3,886 | 944 | 0.15% | 0.15% | 871 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WILLNER & HELLER, LLC | History | No change | 3,887 | 944 | 0.59% | 0.59% | 872 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3,851 | 935 | 0.14% | 0.14% | 873 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 3,844 | 934 | 0.16% | 0.16% | 874 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 4,298 | 933 | 0.03% | 0.03% | 875 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 3,826 | 929 | 0.08% | 0.08% | 876 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | No change | 3,797 | 922 | 0.17% | 0.17% | 877 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Berkeley, Inc | History | No change | 3,793 | 921 | 0.29% | 0.29% | 878 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caldwell Trust Co | History | No change | 3,783 | 919 | 0.07% | 0.07% | 879 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glassman Wealth Services | History | No change | 3,777 | 917 | 0.11% | 0.11% | 880 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Soltis Investment Advisors LLC | History | No change | 3,777 | 917 | 0.05% | 0.05% | 881 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 3,764 | 914 | 0.09% | 0.09% | 882 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,762 | 913 | 0.04% | 0.04% | 883 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 3,750 | 911 | 0.1% | 0.1% | 884 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 3,943 | 910 | 0.59% | 0.6% | 885 | -111 | -2.74% | Q3 2026 | Oct 07, 2026 |
| GFS Advisors, LLC | History | No change | 1,800 | 905 | 0.1% | 0.1% | 886 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Envision Financial Planning, LLC | History | No change | 3,726 | 905 | 0.29% | 0.29% | 887 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westhampton Capital, LLC | History | No change | 3,710 | 901 | 0.37% | 0.37% | 888 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 3,695 | 897 | 0.22% | 0.22% | 889 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 3,692 | 897 | 0.33% | 0.33% | 890 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LightSquare Wealth Management, LLC | History | No change | 3,691 | 896 | 0.62% | 0.62% | 891 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,668 | 891 | 0.07% | 0.07% | 892 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| KDT Advisors, LLC | History | No change | 3,650 | 886 | 1.23% | 1.23% | 893 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 3,614 | 878 | 0.13% | 0.13% | 894 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 3,617 | 878 | 1.4% | 1.4% | 895 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,601 | 875 | 0.01% | 0.01% | 896 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 3,605 | 875 | 0.04% | 0.04% | 897 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,600 | 874 | 0.28% | 0.28% | 898 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 3,590 | 872 | 0.1% | 0.1% | 899 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Chesley Taft & Associates LLC | History | No change | 3,587 | 871 | 0.03% | 0.03% | 900 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Life Planning Partners, Inc | History | No change | 3,557 | 864 | 0.64% | 0.64% | 901 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arrowroot Family Office, LLC | History | No change | 3,551 | 862 | 0.25% | 0.25% | 902 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCS Wealth Management | History | No change | 3,536 | 859 | 0.15% | 0.15% | 903 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 3,506 | 856 | 0.26% | 0.26% | 904 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,513 | 852 | 0.0% | 0.0% | 905 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 3,503 | 851 | 0.31% | 0.31% | 906 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 3,494 | 849 | 0.24% | 0.24% | 907 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 3,665 | 846 | 0.07% | 0.08% | 908 | -211 | -5.44% | Q3 2026 | Oct 07, 2026 |
| LIBRA WEALTH LLC | History | No change | 3,479 | 845 | 0.22% | 0.22% | 909 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 3,481 | 845 | 0.31% | 0.31% | 910 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elm Partners Management LLC | History | No change | 3,450 | 838 | 0.02% | 0.02% | 911 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Prospect Financial Services LLC | History | No change | 3,446 | 837 | 0.42% | 0.42% | 912 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| truNorth Financial Services, Inc. | History | No change | 3,430 | 833 | 0.75% | 0.75% | 913 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Balefire, LLC | History | Reduced | 3,569 | 824 | 0.13% | 0.16% | 914 | -370 | -9.39% | Q3 2026 | Oct 09, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 3,372 | 819 | 0.08% | 0.08% | 915 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GLR Partners, LLC | History | No change | 3,352 | 814 | 0.38% | 0.38% | 916 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,324 | 807 | 0.02% | 0.02% | 917 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abbot Financial Management, Inc. | History | No change | 3,314 | 805 | 0.27% | 0.27% | 918 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 3,317 | 805 | 0.27% | 0.27% | 919 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,310 | 804 | 0.05% | 0.05% | 920 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 3,308 | 803 | 0.11% | 0.11% | 921 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,304 | 802 | 0.01% | 0.01% | 922 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parcion Private Wealth LLC | History | No change | 3,293 | 800 | 0.04% | 0.04% | 923 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sage Investment Counsel LLC | History | No change | 3,293 | 800 | 0.8% | 0.8% | 924 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| StoneX Group Inc. | History | No change | 3,277 | 797 | 0.03% | 0.03% | 925 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OFS Enterprise LLC | History | No change | 3,280 | 797 | 0.2% | 0.2% | 926 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,264 | 793 | 0.02% | 0.02% | 927 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 3,249 | 789 | 0.13% | 0.13% | 928 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 3,239 | 786 | 0.06% | 0.06% | 929 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,230 | 784 | 0.02% | 0.02% | 930 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlTi Global, Inc. | History | No change | 3,226 | 783 | 0.02% | 0.02% | 931 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Astra Wealth Partners LLC | History | No change | 3,222 | 782 | 0.42% | 0.42% | 932 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kathmere Capital Management, LLC | History | No change | 3,190 | 775 | 0.04% | 0.04% | 933 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 3,172 | 770 | 0.01% | 0.01% | 934 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resolute Advisors LLC | History | No change | 3,158 | 767 | 0.18% | 0.18% | 935 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 3,156 | 766 | 0.44% | 0.44% | 936 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Unconventional Investor, LLC | History | No change | 3,148 | 764 | 0.32% | 0.32% | 937 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wealth Management Nebraska | History | No change | 3,142 | 763 | 0.07% | 0.07% | 938 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pacific Park Financial, Inc. | History | No change | 3,135 | 761 | 0.44% | 0.44% | 939 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Busey Bank | History | No change | 3,127 | 759 | 0.02% | 0.02% | 940 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,121 | 758 | 0.01% | 0.01% | 941 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pointe Capital Management LLC | History | No change | 3,111 | 755 | 0.34% | 0.34% | 942 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LJI Wealth Management, LLC | History | No change | 3,103 | 754 | 0.11% | 0.11% | 943 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Downshift Financial, LLC | History | No change | 3,106 | 754 | 0.34% | 0.34% | 944 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koenig Investment Advisory, LLC | History | Reduced | 3,262 | 753 | 0.55% | 0.62% | 946 | -50 | -1.51% | Q3 2026 | Oct 09, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 3,103 | 753 | 0.08% | 0.08% | 945 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 3,090 | 750 | 0.03% | 0.03% | 947 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 3,087 | 750 | 0.01% | 0.01% | 948 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 3,084 | 749 | 0.14% | 0.14% | 949 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 3,079 | 748 | 0.11% | 0.11% | 950 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nikulski Financial, Inc. | History | No change | 3,077 | 747 | 0.16% | 0.16% | 951 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Traynor Capital Management, Inc. | History | No change | 3,065 | 744 | 0.03% | 0.03% | 952 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 3,055 | 742 | 0.08% | 0.08% | 953 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Exchange Bank | History | Added to | 3,200 | 739 | 0.46% | 0.42% | 954 | +409 | 14.65% | Q3 2026 | Oct 07, 2026 |
| Legacies Wealth LLC | History | No change | 3,036 | 737 | 0.4% | 0.4% | 955 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 3,033 | 736 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 3,028 | 735 | 0.01% | 0.01% | 957 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,027 | 735 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beckerman Institutional, LLC | History | No change | 3,024 | 734 | 0.35% | 0.35% | 959 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merited Wealth, LLC | History | No change | 3,024 | 734 | 0.52% | 0.52% | 960 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avant Financial Advisors LLC | History | No change | 3,018 | 733 | 0.46% | 0.46% | 961 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 3,014 | 732 | 0.17% | 0.17% | 962 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Woodside Wealth Management LLC | History | No change | 3,009 | 731 | 0.51% | 0.51% | 963 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,008 | 730 | 0.0% | 0.0% | 964 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 3,000 | 728 | 0.28% | 0.28% | 965 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,966 | 721 | 0.03% | 0.03% | 966 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2,963 | 720 | 0.08% | 0.08% | 967 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RHS Financial, LLC | History | No change | 2,942 | 714 | 0.29% | 0.29% | 968 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elevated Financial Group LLC | History | No change | 2,941 | 714 | 0.2% | 0.2% | 969 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 2,856 | 712 | 0.23% | 0.23% | 970 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Bank, N.A. | History | No change | 2,928 | 711 | 0.08% | 0.08% | 971 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| K2 Financial Inc. | History | No change | 2,916 | 710 | 0.5% | 0.5% | 972 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 2,923 | 710 | 0.45% | 0.45% | 973 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 2,911 | 707 | 0.02% | 0.02% | 974 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| West Branch Capital LLC | History | No change | 2,907 | 706 | 0.16% | 0.16% | 975 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gibson Capital, LLC | History | No change | 2,896 | 703 | 0.12% | 0.12% | 976 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,886 | 701 | 0.05% | 0.05% | 977 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 2,889 | 701 | 0.22% | 0.22% | 978 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 2,881 | 700 | 0.05% | 0.05% | 979 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,880 | 699 | 0.01% | 0.01% | 980 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 2,878 | 699 | 0.09% | 0.09% | 981 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 2,876 | 698 | 0.07% | 0.07% | 982 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ERn Financial, LLC | History | No change | 2,869 | 697 | 0.12% | 0.12% | 983 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Provident Living Financial Services, Inc. | History | No change | 2,865 | 696 | 0.69% | 0.69% | 984 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | No change | 2,859 | 694 | 0.06% | 0.06% | 985 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| American Trust | History | No change | 2,850 | 692 | 0.05% | 0.05% | 986 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,847 | 691 | 0.17% | 0.17% | 987 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trailhead Planners LLC | History | No change | 2,821 | 685 | 0.66% | 0.66% | 988 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GODSEY & GIBB, INC | History | No change | 2,816 | 684 | 0.06% | 0.06% | 989 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 2,811 | 682 | 0.05% | 0.05% | 990 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FWG Investments, LLC. | History | No change | 2,803 | 680 | 0.36% | 0.36% | 991 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Essential Planning, LLC. | History | No change | 2,801 | 680 | 0.19% | 0.19% | 992 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 2,791 | 678 | 0.18% | 0.18% | 993 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Empirical Asset Management, LLC | History | No change | 2,765 | 671 | 0.15% | 0.15% | 994 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,755 | 669 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investmark Advisory Group LLC | History | No change | 2,747 | 667 | 0.25% | 0.25% | 996 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 2,742 | 666 | 0.19% | 0.19% | 997 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avant Capital LLC | History | No change | 2,737 | 665 | 0.42% | 0.42% | 998 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 2,734 | 664 | 0.01% | 0.01% | 999 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 2,733 | 664 | 0.23% | 0.23% | 1000 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversified Trust Co | History | No change | 2,721 | 661 | 0.01% | 0.01% | 1001 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Windsor Advisory Group, LLC | History | No change | 2,720 | 660 | 0.48% | 0.48% | 1002 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,719 | 660 | 0.01% | 0.01% | 1003 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,711 | 658 | 0.17% | 0.17% | 1004 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TFO Wealth Partners, LLC | History | No change | 2,705 | 657 | 0.07% | 0.07% | 1005 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 2,674 | 650 | 0.18% | 0.18% | 1006 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,674 | 649 | 0.01% | 0.01% | 1007 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 2,675 | 649 | 0.3% | 0.3% | 1008 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 2,663 | 647 | 0.48% | 0.48% | 1009 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Greenline Partners, LLC | History | No change | 2,660 | 646 | 0.07% | 0.07% | 1010 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tyche Wealth Partners LLC | History | No change | 2,660 | 646 | 0.09% | 0.09% | 1011 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 2,647 | 643 | 0.01% | 0.01% | 1012 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 2,650 | 643 | 0.27% | 0.27% | 1013 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 4,511 | 642 | 0.05% | 0.05% | 1014 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | No change | 2,635 | 640 | 0.01% | 0.01% | 1015 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,625 | 637 | 0.05% | 0.05% | 1016 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lakewood Asset Management LLC | History | No change | 2,613 | 634 | 0.35% | 0.35% | 1017 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hexagon Capital Partners LLC | History | No change | 2,608 | 633 | 0.09% | 0.09% | 1018 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 2,603 | 632 | 0.03% | 0.03% | 1019 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 2,596 | 630 | 0.2% | 0.2% | 1020 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,602 | 629 | 0.28% | 0.28% | 1021 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,583 | 627 | 0.02% | 0.02% | 1022 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,567 | 623 | 0.05% | 0.05% | 1023 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Guardian Wealth Management, Inc. | History | No change | 2,547 | 619 | 0.3% | 0.3% | 1024 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 2,550 | 619 | 0.24% | 0.24% | 1025 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,544 | 617 | 0.0% | 0.0% | 1026 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Selective Wealth Management, Inc. | History | No change | 2,531 | 617 | 0.16% | 0.16% | 1027 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 2,539 | 617 | 0.55% | 0.55% | 1028 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| G&S Capital LLC | History | No change | 2,536 | 616 | 0.18% | 0.18% | 1029 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Root Financial Partners, LLC | History | No change | 2,536 | 616 | 0.02% | 0.02% | 1030 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 2,531 | 615 | 0.18% | 0.18% | 1031 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Financial, LLC | History | No change | 2,527 | 614 | 0.07% | 0.07% | 1032 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 2,522 | 612 | 0.03% | 0.03% | 1033 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Axis Wealth Partners, LLC | History | No change | 2,512 | 610 | 0.29% | 0.29% | 1034 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Leo H. Evart, Inc. | History | No change | 2,506 | 608 | 0.48% | 0.48% | 1035 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| McMill Wealth Management | History | No change | 2,492 | 605 | 0.15% | 0.15% | 1036 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Family Investment Center, Inc. | History | No change | 2,486 | 604 | 0.1% | 0.1% | 1037 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 2,472 | 600 | 0.02% | 0.02% | 1038 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 2,464 | 598 | 0.35% | 0.35% | 1039 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighPoint Advisor Group LLC | History | No change | 2,459 | 597 | 0.02% | 0.02% | 1040 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 2,437 | 592 | 0.1% | 0.1% | 1041 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 2,433 | 591 | 0.03% | 0.03% | 1042 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2,432 | 591 | 0.29% | 0.29% | 1043 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| BLB&B Advisors, LLC | History | No change | 2,421 | 588 | 0.02% | 0.02% | 1044 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovran Advisors, LLC | History | No change | 2,371 | 588 | 0.04% | 0.04% | 1045 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 2,534 | 585 | 0.29% | 0.26% | 1048 | +233 | 10.13% | Q3 2026 | Oct 08, 2026 |
| Triumph Capital Management | History | No change | 2,410 | 585 | 0.11% | 0.11% | 1046 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 2,409 | 585 | 0.24% | 0.24% | 1047 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 2,406 | 584 | 0.24% | 0.24% | 1049 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cascade Financial Partners, LLC | History | No change | 2,404 | 584 | 0.05% | 0.05% | 1050 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 2,406 | 584 | 0.09% | 0.09% | 1051 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 2,402 | 583 | 0.17% | 0.17% | 1052 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,399 | 582 | 0.03% | 0.03% | 1053 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rinkey Investments | History | No change | 2,392 | 581 | 0.14% | 0.14% | 1054 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TSFG, LLC | History | No change | 2,392 | 581 | 0.07% | 0.07% | 1055 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 2,510 | 579 | 0.39% | 0.43% | 1057 | -43 | -1.68% | Q3 2026 | Oct 09, 2026 |
| Accredited Investors Inc. | History | No change | 2,383 | 579 | 0.03% | 0.03% | 1056 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 2,380 | 578 | 0.14% | 0.14% | 1058 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 2,379 | 578 | 0.12% | 0.12% | 1059 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Manuka Financial, LLC | History | No change | 2,380 | 578 | 0.3% | 0.3% | 1060 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MASECO LLP | History | No change | 2,382 | 578 | 0.02% | 0.02% | 1061 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 2,373 | 576 | 0.3% | 0.3% | 1062 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Narus Financial Partners, LLC | History | No change | 2,366 | 574 | 0.15% | 0.15% | 1063 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 2,514 | 573 | 0.16% | 0.16% | 1064 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2,355 | 572 | 0.2% | 0.2% | 1065 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 2,357 | 572 | 0.31% | 0.31% | 1066 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 2,353 | 571 | 0.01% | 0.01% | 1067 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,344 | 569 | 0.0% | 0.0% | 1068 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 2,620 | 569 | 0.36% | 0.36% | 1069 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WoodTrust Financial Corp | History | Reduced | 2,456 | 567 | 0.07% | 0.08% | 1071 | -191 | -7.22% | Q3 2026 | Oct 09, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | No change | 2,336 | 567 | 0.03% | 0.03% | 1070 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 2,323 | 564 | 0.03% | 0.03% | 1072 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,311 | 561 | 0.02% | 0.02% | 1073 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 2,311 | 561 | 0.02% | 0.02% | 1074 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Private Trust Co. | History | Added to | 2,423 | 559 | 0.03% | 0.03% | 1075 | +72 | 3.06% | Q3 2026 | Oct 06, 2026 |
| West Financial Advisors, LLC | History | No change | 2,303 | 559 | 0.08% | 0.08% | 1076 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Red Wave Investments LLC | History | No change | 2,300 | 558 | 0.14% | 0.14% | 1077 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 2,283 | 554 | 0.02% | 0.02% | 1078 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 2,264 | 550 | 0.06% | 0.06% | 1079 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Landmark Wealth Management, LLC | History | No change | 2,264 | 550 | 0.13% | 0.13% | 1080 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,263 | 549 | 0.06% | 0.06% | 1081 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 2,260 | 549 | 0.15% | 0.15% | 1082 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tactive Advisors, LLC | History | Reduced | 2,372 | 547 | 0.13% | 0.16% | 1083 | -231 | -8.87% | Q3 2026 | Oct 08, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 2,239 | 544 | 0.19% | 0.19% | 1084 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 2,241 | 544 | 0.06% | 0.06% | 1085 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 2,235 | 543 | 0.05% | 0.05% | 1086 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fisher Asset Management, LLC | History | No change | 2,222 | 540 | 0.0% | 0.0% | 1087 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 2,336 | 539 | 0.36% | 0.38% | 1088 | +3 | 0.13% | Q3 2026 | Oct 09, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 2,216 | 538 | 0.45% | 0.45% | 1089 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IPG Investment Advisors LLC | History | No change | 2,211 | 537 | 0.08% | 0.08% | 1090 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastwise Capital Group, LLC | History | No change | 2,204 | 535 | 0.31% | 0.31% | 1091 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Round Rock Advisors LLC | History | No change | 2,199 | 534 | 0.07% | 0.07% | 1092 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 2,200 | 534 | 0.07% | 0.07% | 1093 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 2,197 | 533 | 0.02% | 0.02% | 1094 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 2,190 | 532 | 0.21% | 0.21% | 1095 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 2,191 | 532 | 0.33% | 0.33% | 1096 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Align Financial, LLC | History | No change | 2,178 | 529 | 0.26% | 0.26% | 1097 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2,170 | 527 | 0.01% | 0.01% | 1098 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bell Investment Advisors, Inc | History | No change | 2,169 | 527 | 0.08% | 0.08% | 1099 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | No change | 2,164 | 525 | 0.24% | 0.24% | 1100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,156 | 523 | 0.0% | 0.0% | 1101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 2,151 | 522 | 0.03% | 0.03% | 1102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 2,145 | 521 | 0.06% | 0.06% | 1103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 2,145 | 521 | 0.23% | 0.23% | 1104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paulson Wealth Management Inc. | History | No change | 2,141 | 520 | 0.11% | 0.11% | 1105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JMN Financial LLC | History | No change | 2,141 | 520 | 0.4% | 0.4% | 1106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | No change | 2,137 | 519 | 0.01% | 0.01% | 1107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 2,120 | 515 | 0.07% | 0.07% | 1108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aureus Asset Management, LLC | History | No change | 2,117 | 514 | 0.03% | 0.03% | 1109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Advisory, LLC | History | No change | 2,117 | 514 | 0.06% | 0.06% | 1110 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 2,116 | 512 | 0.06% | 0.06% | 1111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisors, LLC | History | No change | 2,109 | 512 | 0.01% | 0.01% | 1112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 2,107 | 511 | 0.24% | 0.24% | 1113 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 2,103 | 510 | 0.01% | 0.01% | 1114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,097 | 509 | 0.03% | 0.03% | 1115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Copia Wealth Management | History | No change | 2,092 | 508 | 0.31% | 0.31% | 1116 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 2,080 | 505 | 0.35% | 0.35% | 1117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 2,080 | 505 | 0.16% | 0.16% | 1118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,181 | 503 | 0.04% | 0.05% | 1119 | +1 | 0.05% | Q3 2026 | Oct 01, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 2,070 | 503 | 0.14% | 0.14% | 1120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 2,069 | 502 | 0.04% | 0.04% | 1121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 2,060 | 500 | 0.19% | 0.19% | 1122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 2,150 | 496 | 0.24% | 0.26% | 1124 | +3 | 0.14% | Q3 2026 | Oct 09, 2026 |
| GreatBanc Trust CO | History | No change | 2,045 | 496 | 0.31% | 0.31% | 1123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 2,035 | 494 | 0.03% | 0.03% | 1125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,035 | 494 | 0.13% | 0.13% | 1126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 2,022 | 491 | 0.06% | 0.06% | 1127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 2,024 | 491 | 0.2% | 0.2% | 1128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 2,022 | 491 | 0.21% | 0.21% | 1129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 2,021 | 491 | 0.29% | 0.29% | 1130 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 2,022 | 491 | 0.12% | 0.12% | 1131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 2,125 | 490 | 0.11% | 0.12% | 1132 | +17 | 0.81% | Q3 2026 | Oct 01, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 2,014 | 489 | 0.0% | 0.0% | 1133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 2,007 | 487 | 0.18% | 0.18% | 1134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rathbones Group PLC | History | No change | 2,000 | 485 | 0.0% | 0.0% | 1135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 2,000 | 485 | 0.25% | 0.25% | 1136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Iowa State Bank | History | No change | 2,099 | 484 | 0.08% | 0.09% | 1137 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Reduced | 2,094 | 483 | 0.27% | 0.28% | 1138 | -37 | -1.74% | Q3 2026 | Oct 07, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 2,221 | 482 | 0.03% | 0.03% | 1139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 2,079 | 480 | 0.04% | 0.04% | 1142 | -220 | -9.57% | Q3 2026 | Oct 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 1,977 | 480 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 1,979 | 480 | 0.03% | 0.03% | 1141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| South Shore Capital Advisors | History | No change | 1,979 | 480 | 0.32% | 0.32% | 1143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 1,979 | 480 | 0.05% | 0.05% | 1144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forum Financial Management, LP | History | No change | 1,970 | 478 | 0.01% | 0.01% | 1145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tradewinds, LLC. | History | No change | 17,626 | 478 | 0.11% | 0.11% | 1146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gemmer Asset Management LLC | History | No change | 1,966 | 477 | 0.03% | 0.03% | 1147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 1,966 | 477 | 0.12% | 0.12% | 1148 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 1,962 | 476 | 0.15% | 0.15% | 1149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 1,955 | 475 | 0.09% | 0.09% | 1150 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Apeiron RIA LLC | History | New | 2,043 | 474 | 0.11% | — | 1153 | +2,043 | New | Q3 2026 | Oct 08, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 1,954 | 474 | 0.12% | 0.12% | 1151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carnegie Investment Counsel | History | No change | 1,951 | 474 | 0.01% | 0.01% | 1152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 1,951 | 473 | 0.2% | 0.2% | 1154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 1,943 | 472 | 0.09% | 0.09% | 1155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investment Insight Wealth Management, LLC | History | No change | 1,941 | 471 | 0.41% | 0.41% | 1156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Trail Advisors, LLC | History | No change | 1,937 | 470 | 0.01% | 0.01% | 1157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argentarii, LLC | History | No change | 1,879 | 469 | 0.14% | 0.14% | 1158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| National Wealth Management Group, LLC | History | No change | 1,926 | 468 | 0.14% | 0.14% | 1159 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 1,926 | 467 | 0.08% | 0.08% | 1160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kera Capital Partners, Inc. | History | No change | 1,923 | 467 | 0.04% | 0.04% | 1161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,864 | 465 | 0.01% | 0.01% | 1162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,912 | 464 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Skyline Advisors, Inc. | History | No change | 1,911 | 464 | 0.15% | 0.15% | 1164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,910 | 464 | 0.11% | 0.11% | 1165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspen Grove Capital, LLC | History | No change | 1,901 | 462 | 0.07% | 0.07% | 1166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 1,904 | 462 | 0.02% | 0.02% | 1167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Athena Investment Management | History | No change | 1,898 | 461 | 0.27% | 0.27% | 1168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REXFORD CAPITAL INC | History | No change | 1,900 | 461 | 0.28% | 0.28% | 1169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 1,896 | 460 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rothschild Capital Partners, LLC | History | No change | 1,897 | 460 | 0.1% | 0.1% | 1171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeedSafe Financial LLC | History | No change | 1,893 | 459 | 0.33% | 0.33% | 1172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,887 | 458 | 0.01% | 0.01% | 1173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 1,873 | 455 | 0.05% | 0.05% | 1174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 1,959 | 452 | 0.13% | 0.15% | 1175 | -60 | -2.97% | Q3 2026 | Oct 07, 2026 |
| Bogart Wealth, LLC | History | No change | 1,858 | 451 | 0.02% | 0.02% | 1176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 1,855 | 450 | 0.05% | 0.05% | 1177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Investments & Financial Planning, LLC | History | No change | 1,840 | 447 | 0.21% | 0.21% | 1178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CGC Financial Services, LLC | History | No change | 1,841 | 447 | 0.1% | 0.1% | 1179 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 1,841 | 447 | 0.58% | 0.58% | 1180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Thayer Partners, LLC / MA | History | No change | 1,840 | 447 | 0.19% | 0.19% | 1181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 1,836 | 446 | 0.18% | 0.18% | 1182 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,918 | 443 | 0.01% | 0.01% | 1185 | -68 | -3.42% | Q3 2026 | Oct 08, 2026 |
| Evercore Wealth Management, LLC | History | No change | 1,827 | 443 | 0.01% | 0.01% | 1183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 1,824 | 443 | 0.01% | 0.01% | 1184 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Next Level Private LLC | History | No change | 1,827 | 443 | 0.09% | 0.09% | 1186 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,812 | 439 | 0.01% | 0.01% | 1187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cypress Wealth Services, LLC | History | No change | 1,804 | 438 | 0.05% | 0.05% | 1188 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| First American Bank | History | No change | 1,793 | 435 | 0.02% | 0.02% | 1189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,791 | 435 | 0.04% | 0.04% | 1190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Uptown Financial Advisors LLC | History | No change | 1,788 | 434 | 0.29% | 0.29% | 1191 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TPG Advisors LLC | History | No change | 1,778 | 432 | 0.24% | 0.24% | 1192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 1,775 | 431 | 0.16% | 0.16% | 1193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,773 | 430 | 0.04% | 0.04% | 1194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Van Diest Capital, LLC | History | No change | 1,771 | 430 | 0.39% | 0.39% | 1195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MKD WEALTH COACHES, LLC | History | New | 1,860 | 429 | 0.35% | — | 1198 | +1,860 | New | Q3 2026 | Oct 08, 2026 |
| Stewardship Advisors, LLC | History | No change | 1,769 | 429 | 0.09% | 0.09% | 1196 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Old North State Wealth Management, LLC | History | No change | 1,763 | 429 | 0.18% | 0.18% | 1197 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 1,763 | 428 | 0.04% | 0.04% | 1199 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 1,748 | 428 | 0.03% | 0.03% | 1200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 1,765 | 428 | 0.07% | 0.07% | 1201 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Davis Investment Partners, LLC | History | No change | 1,759 | 427 | 0.13% | 0.13% | 1202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 1,759 | 427 | 0.16% | 0.16% | 1203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ridgewood Investments LLC | History | Reduced | 1,848 | 426 | 0.16% | 0.17% | 1204 | -13 | -0.7% | Q3 2026 | Oct 05, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 1,757 | 426 | 0.1% | 0.1% | 1205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 1,753 | 425 | 0.07% | 0.07% | 1206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dakota Wealth Management | History | No change | 1,746 | 424 | 0.01% | 0.01% | 1207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 1,743 | 423 | 0.04% | 0.04% | 1208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Berman McAleer LLC | History | No change | 1,736 | 421 | 0.05% | 0.05% | 1209 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cove Private Wealth, LLC | History | No change | 1,725 | 419 | 0.08% | 0.08% | 1210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Outbound Financial Inc | History | No change | 1,727 | 419 | 0.27% | 0.27% | 1211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sonoma Private Wealth LLC | History | No change | 1,719 | 417 | 0.45% | 0.45% | 1212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 1,705 | 414 | 0.02% | 0.02% | 1213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Verdence Capital Advisors LLC | History | No change | 1,702 | 413 | 0.02% | 0.02% | 1214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Seed Wealth Management, Inc. | History | No change | 1,700 | 413 | 0.26% | 0.26% | 1215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 1,691 | 412 | 0.04% | 0.04% | 1216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 1,695 | 411 | 0.2% | 0.2% | 1217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brightwater Advisory LLC | History | No change | 1,688 | 410 | 0.26% | 0.26% | 1218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 1,675 | 407 | 0.03% | 0.03% | 1219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MWA Asset Management | History | No change | 1,678 | 407 | 0.18% | 0.18% | 1220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 1,672 | 406 | 0.02% | 0.02% | 1221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,670 | 405 | 0.0% | 0.0% | 1222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 1,666 | 405 | 0.02% | 0.02% | 1223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 1,655 | 402 | 0.04% | 0.04% | 1224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BWM Planning, LLC | History | No change | 1,655 | 402 | 0.09% | 0.09% | 1225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Berger Financial Group, Inc | History | No change | 1,651 | 401 | 0.02% | 0.02% | 1226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SEMITAM BONAM LLC | History | No change | 1,630 | 396 | 0.29% | 0.29% | 1227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Curated Wealth Partners LLC | History | No change | 1,629 | 395 | 0.05% | 0.05% | 1228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annandale Capital, LLC | History | No change | 1,625 | 395 | 0.05% | 0.05% | 1229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 1,621 | 393 | 0.04% | 0.04% | 1230 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambria Investment Management, L.P. | History | No change | 1,616 | 392 | 0.02% | 0.02% | 1231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 1,604 | 389 | 0.01% | 0.01% | 1232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,593 | 387 | 0.03% | 0.03% | 1233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| New Hampshire Trust | History | No change | 1,596 | 387 | 0.07% | 0.07% | 1234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AA Financial Advisors, LLC | History | No change | 1,593 | 387 | 0.05% | 0.05% | 1235 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 1,575 | 386 | 0.08% | 0.08% | 1236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 1ST SOURCE BANK | History | No change | 1,583 | 384 | 0.02% | 0.02% | 1237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Team Hewins, LLC | History | No change | 1,582 | 384 | 0.11% | 0.11% | 1238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vantage Point Financial LLC | History | No change | 1,573 | 382 | 0.12% | 0.12% | 1239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dala Group, LLC | History | No change | 1,572 | 382 | 0.31% | 0.31% | 1240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 1,571 | 381 | 0.02% | 0.02% | 1241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capasso Planning Partners LLC | History | No change | 1,569 | 381 | 0.19% | 0.19% | 1242 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| North Capital, Inc. | History | No change | 1,571 | 381 | 0.29% | 0.29% | 1243 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 1,565 | 380 | 0.1% | 0.1% | 1244 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Richmond Investment Services, LLC | History | No change | 1,558 | 378 | 0.12% | 0.12% | 1245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 1,552 | 377 | 0.19% | 0.19% | 1246 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Axim Planning & Wealth | History | No change | 1,548 | 376 | 0.53% | 0.53% | 1247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Columbia Asset Management | History | No change | 1,541 | 374 | 0.07% | 0.07% | 1248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Group | History | No change | 1,539 | 373 | 0.02% | 0.02% | 1249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,536 | 373 | 0.18% | 0.18% | 1250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 1,536 | 373 | 0.1% | 0.1% | 1251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 1,531 | 372 | 0.07% | 0.07% | 1252 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bonfire Financial | History | No change | 1,517 | 368 | 0.24% | 0.24% | 1253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 1,517 | 368 | 0.1% | 0.1% | 1254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EASTERN BANK | History | Added to | 1,589 | 367 | 0.01% | 0.01% | 1255 | +80 | 5.3% | Q3 2026 | Oct 05, 2026 |
| Curi Capital, LLC | History | No change | 1,504 | 365 | 0.01% | 0.01% | 1256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| My Personal CFO, LLC | History | No change | 1,504 | 365 | 0.14% | 0.14% | 1257 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Argent Advisors, Inc. | History | No change | 1,500 | 364 | 0.09% | 0.09% | 1258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 1,494 | 363 | 0.14% | 0.14% | 1259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Synergy Asset Management, LLC | History | No change | 1,490 | 362 | 0.03% | 0.03% | 1260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Invst, LLC | History | No change | 1,491 | 362 | 0.04% | 0.04% | 1261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Net Worth Advisory Group | History | No change | 1,488 | 361 | 0.09% | 0.09% | 1262 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pearl Planning LLC | History | No change | 1,483 | 360 | 0.17% | 0.17% | 1263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keel Point, LLC | History | No change | 1,478 | 359 | 0.02% | 0.02% | 1264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,479 | 359 | 0.02% | 0.02% | 1265 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Solstein Capital, LLC | History | No change | 1,478 | 359 | 0.12% | 0.12% | 1266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Thrive Wealth Management, LLC | History | No change | 1,470 | 357 | 0.05% | 0.05% | 1267 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 1,465 | 356 | 0.11% | 0.11% | 1268 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Salus Financial Advisors, LLC | History | No change | 1,468 | 356 | 0.18% | 0.18% | 1269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 1,463 | 355 | 0.19% | 0.19% | 1270 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 1,465 | 355 | 0.11% | 0.11% | 1271 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 1,456 | 354 | 0.02% | 0.02% | 1272 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 1,460 | 354 | 0.29% | 0.29% | 1273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EWA, LLC | History | No change | 1,458 | 354 | 0.06% | 0.06% | 1274 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LWM ADVISORS INC | History | Added to | 1,532 | 353 | 0.27% | 0.27% | 1277 | +23 | 1.52% | Q3 2026 | Oct 08, 2026 |
| Performance Wealth Partners, LLC | History | No change | 1,455 | 353 | 0.01% | 0.01% | 1275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 1,482 | 353 | 0.04% | 0.04% | 1276 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Meredith Wealth Planning | History | No change | 1,447 | 351 | 0.08% | 0.08% | 1278 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Altiora Financial Group, LLC | History | No change | 1,441 | 350 | 0.06% | 0.06% | 1279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,439 | 349 | 0.01% | 0.01% | 1280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,438 | 349 | 0.26% | 0.26% | 1281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gambit Capital Management, LLC | History | No change | 1,434 | 348 | 0.2% | 0.2% | 1282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Park Edge Advisors, LLC | History | No change | 1,431 | 347 | 0.07% | 0.07% | 1283 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 1,433 | 346 | 0.08% | 0.08% | 1284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Procyon Advisors, LLC | History | No change | 1,424 | 346 | 0.01% | 0.01% | 1285 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 1,425 | 346 | 0.2% | 0.2% | 1286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Holland Advisory Services, Inc. | History | No change | 1,422 | 345 | 0.38% | 0.38% | 1287 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 1,423 | 345 | 0.13% | 0.13% | 1288 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 1,417 | 344 | 0.07% | 0.07% | 1289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accurate Wealth Management, LLC | History | No change | 1,425 | 344 | 0.03% | 0.03% | 1290 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 1,413 | 343 | 0.03% | 0.03% | 1291 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Finward Bancorp | History | No change | 1,406 | 341 | 0.26% | 0.26% | 1292 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Financial Services, Inc. | History | No change | 1,405 | 341 | 0.01% | 0.01% | 1293 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 1,406 | 341 | 0.09% | 0.09% | 1294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independent Wealth Network Inc. | History | No change | 1,406 | 341 | 0.09% | 0.09% | 1295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,403 | 340 | 0.05% | 0.05% | 1296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WRAPMANAGER INC | History | No change | 1,396 | 339 | 0.11% | 0.11% | 1297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SVB WEALTH LLC | History | No change | 1,390 | 337 | 0.02% | 0.02% | 1298 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 1,384 | 336 | 0.3% | 0.3% | 1299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,366 | 331 | 0.07% | 0.07% | 1300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graney & King, LLC | History | No change | 1,845 | 330 | 0.12% | 0.12% | 1301 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 1,353 | 328 | 0.1% | 0.1% | 1302 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Montis Financial, LLC | History | No change | 1,340 | 325 | 0.07% | 0.07% | 1303 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 1,336 | 324 | 0.18% | 0.18% | 1304 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 1,333 | 323 | 0.12% | 0.12% | 1305 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HEADINVEST, LLC | History | No change | 1,325 | 321 | 0.06% | 0.06% | 1306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kendall Capital Management | History | No change | 1,323 | 321 | 0.05% | 0.05% | 1307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,315 | 321 | 0.08% | 0.08% | 1308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 1,323 | 321 | 0.12% | 0.12% | 1309 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,318 | 320 | 0.03% | 0.03% | 1310 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,319 | 320 | 0.01% | 0.01% | 1311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 1,314 | 319 | 0.08% | 0.08% | 1312 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XXI WEALTH, LLC | History | No change | 1,311 | 318 | 0.15% | 0.15% | 1313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 1,372 | 317 | 0.02% | 0.02% | 1315 | +146 | 11.91% | Q3 2026 | Oct 08, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 1,305 | 317 | 0.01% | 0.01% | 1314 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 1,369 | 316 | 0.08% | 0.08% | 1316 | +6 | 0.44% | Q3 2026 | Oct 09, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 1,300 | 315 | 0.0% | 0.0% | 1317 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 1,293 | 314 | 0.05% | 0.05% | 1318 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Quarterback LLC | History | No change | 1,294 | 314 | 0.1% | 0.1% | 1319 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 1,287 | 312 | 0.19% | 0.19% | 1320 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 1,282 | 311 | 0.05% | 0.05% | 1321 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MOR Wealth Management, LLC | History | No change | 1,277 | 310 | 0.12% | 0.12% | 1322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthTrak Capital Management LLC | History | No change | 1,273 | 309 | 0.2% | 0.2% | 1323 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 1,264 | 307 | 0.09% | 0.09% | 1324 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Austin Wealth Management, LLC | History | No change | 1,261 | 307 | 0.06% | 0.06% | 1325 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 1,266 | 307 | 0.09% | 0.09% | 1326 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TI-TRUST, INC | History | No change | 1,263 | 306 | 0.16% | 0.16% | 1327 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inspire Advisors, LLC | History | No change | 1,256 | 305 | 0.02% | 0.02% | 1328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PGIM Custom Harvest LLC | History | No change | 1,257 | 305 | 0.0% | 0.0% | 1329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 1,253 | 304 | 0.04% | 0.04% | 1330 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,244 | 303 | 0.08% | 0.08% | 1331 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 1,250 | 303 | 0.03% | 0.03% | 1332 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 1,248 | 303 | 0.12% | 0.12% | 1333 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tenon Financial LLC | History | No change | 1,246 | 302 | 0.1% | 0.1% | 1334 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 1,238 | 300 | 0.03% | 0.03% | 1335 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legacy Advisors, LLC | History | No change | 1,235 | 300 | 0.03% | 0.03% | 1336 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 1,237 | 300 | 0.07% | 0.07% | 1337 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1,237 | 300 | 0.22% | 0.22% | 1338 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 1,296 | 299 | 0.21% | 0.27% | 1342 | -181 | -12.25% | Q3 2026 | Oct 08, 2026 |
| Winthrop Advisory Group LLC | History | No change | 1,231 | 299 | 0.02% | 0.02% | 1339 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 1,234 | 299 | 0.02% | 0.02% | 1340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | History | No change | 1,234 | 299 | 0.05% | 0.05% | 1341 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lexington Hill Partners, LLC | History | No change | 1,232 | 299 | 0.14% | 0.14% | 1343 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,277 | 298 | 0.01% | 0.01% | 1344 | -49 | -3.7% | Q3 2026 | Oct 09, 2026 |
| Callan Family Office, LLC | History | No change | 1,224 | 297 | 0.01% | 0.01% | 1345 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harvest Investment Services, LLC | History | No change | 1,220 | 296 | 0.05% | 0.05% | 1346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 1,217 | 295 | 0.0% | 0.0% | 1347 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 1,217 | 295 | 0.03% | 0.03% | 1348 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crewe Advisors LLC | History | No change | 1,215 | 295 | 0.02% | 0.02% | 1349 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kroeger Financial Partners | History | No change | 1,210 | 294 | 0.28% | 0.28% | 1350 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Reduced | 1,264 | 292 | 0.25% | 0.27% | 1351 | -50 | -3.81% | Q3 2026 | Oct 09, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 1,207 | 292 | 0.05% | 0.05% | 1352 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tandem Financial, LLC | History | No change | 1,205 | 292 | 0.09% | 0.09% | 1353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 1,219 | 291 | 0.06% | 0.06% | 1354 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Balboa Wealth Partners | History | No change | 1,198 | 291 | 0.04% | 0.04% | 1355 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,195 | 290 | 0.03% | 0.03% | 1356 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ADVOCATE GROUP LLC | History | No change | 1,184 | 287 | 0.04% | 0.04% | 1357 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crumly & Associates Inc. | History | No change | 1,242 | 286 | 0.05% | 0.06% | 1358 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| SilverOak Wealth Management LLC | History | No change | 1,181 | 286 | 0.04% | 0.04% | 1359 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 1,175 | 285 | 0.03% | 0.03% | 1360 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gilbert & Cook, Inc. | History | No change | 1,170 | 284 | 0.03% | 0.03% | 1361 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 1,140 | 284 | 0.15% | 0.15% | 1362 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 1,171 | 284 | 0.18% | 0.18% | 1363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 1,165 | 283 | 0.02% | 0.02% | 1364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellenbecker Investment Group | History | No change | 1,167 | 283 | 0.03% | 0.03% | 1365 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RCS Financial Planning, LLC | History | No change | 1,165 | 283 | 0.13% | 0.13% | 1366 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Highland Investment Advisors LLC | History | No change | 1,167 | 283 | 0.12% | 0.12% | 1367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 1,223 | 282 | 0.05% | 0.05% | 1368 | +5 | 0.41% | Q3 2026 | Oct 09, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 1,160 | 281 | 0.15% | 0.15% | 1369 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Red Door Wealth Management, LLC | History | No change | 1,156 | 280 | 0.03% | 0.03% | 1370 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CERTUITY, LLC | History | No change | 1,153 | 280 | 0.01% | 0.01% | 1371 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 1,150 | 279 | 0.14% | 0.14% | 1372 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BAYBAN | History | No change | 1,150 | 279 | 0.21% | 0.21% | 1373 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 1,146 | 278 | 0.09% | 0.09% | 1374 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 1,142 | 277 | 0.12% | 0.12% | 1375 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,141 | 277 | 0.02% | 0.02% | 1376 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,310 | 277 | 0.09% | 0.09% | 1377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Veratis Advisors, Inc. | History | No change | 1,141 | 277 | 0.2% | 0.2% | 1378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 1,138 | 276 | 0.04% | 0.04% | 1379 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keener Financial Planning LLC | History | No change | 1,138 | 276 | 0.1% | 0.1% | 1380 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,134 | 275 | 0.18% | 0.18% | 1381 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merrithew & Thorsten Inc | History | No change | 1,135 | 275 | 0.23% | 0.23% | 1382 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 1,131 | 274 | 0.06% | 0.06% | 1383 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 1,128 | 274 | 0.02% | 0.02% | 1384 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 1,504 | 274 | 0.28% | 0.28% | 1385 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HORAN Wealth, LLC | History | No change | 1,131 | 274 | 0.03% | 0.03% | 1386 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,127 | 273 | 0.03% | 0.03% | 1387 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Omega Financial Group, LLC | History | No change | 1,127 | 273 | 0.08% | 0.08% | 1388 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 1,126 | 273 | 0.03% | 0.03% | 1389 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M3 Advisory Group, LLC | History | No change | 1,123 | 272 | 0.14% | 0.14% | 1390 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 1,117 | 271 | 0.02% | 0.02% | 1391 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,117 | 271 | 0.08% | 0.08% | 1392 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 1,117 | 271 | 0.12% | 0.12% | 1393 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Liberty Capital Management, Inc. | History | No change | 1,112 | 270 | 0.05% | 0.05% | 1394 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Solutions Group, LLC | History | No change | 1,112 | 270 | 0.09% | 0.09% | 1395 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEST BANCORPORATION INC | History | No change | 1,111 | 269 | 0.12% | 0.12% | 1396 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 1,110 | 269 | 0.14% | 0.14% | 1397 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 1,109 | 269 | 0.11% | 0.11% | 1398 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daviman Financial, LLC | History | No change | 1,109 | 269 | 0.15% | 0.15% | 1399 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,104 | 268 | 0.04% | 0.04% | 1400 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 1,095 | 266 | 0.05% | 0.05% | 1401 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accel Wealth Management | History | No change | 1,095 | 266 | 0.06% | 0.06% | 1402 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Straight Path Wealth Management | History | No change | 1,097 | 266 | 0.06% | 0.06% | 1403 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cooper Financial Group | History | Reduced | 1,148 | 265 | 0.02% | 0.02% | 1406 | -15 | -1.29% | Q3 2026 | Oct 07, 2026 |
| Obermeyer Wealth Partners | History | No change | 1,094 | 265 | 0.01% | 0.01% | 1404 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Murphy Pohlad Asset Management LLC | History | No change | 1,092 | 265 | 0.09% | 0.09% | 1405 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 1,087 | 264 | 0.04% | 0.04% | 1407 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SFMG, LLC | History | No change | 1,085 | 263 | 0.02% | 0.02% | 1408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG HOLDINGS, INC. | History | No change | 1,085 | 263 | 0.06% | 0.06% | 1409 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Investment Advisory Group, LLC | History | No change | 1,086 | 263 | 0.06% | 0.06% | 1410 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 1,075 | 261 | 0.01% | 0.01% | 1411 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 1,058 | 257 | 0.13% | 0.13% | 1412 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sargent Investment Group, LLC | History | No change | 1,060 | 257 | 0.03% | 0.03% | 1413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,059 | 257 | 0.08% | 0.08% | 1414 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Granite FO LLC | History | No change | 1,055 | 256 | 0.14% | 0.14% | 1415 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cottage Street Advisors LLC | History | No change | 1,051 | 255 | 0.1% | 0.1% | 1416 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MBL Wealth, LLC | History | No change | 1,053 | 255 | 0.02% | 0.02% | 1417 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,047 | 254 | 0.02% | 0.02% | 1418 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,049 | 254 | 0.03% | 0.03% | 1419 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Northstar Group, Inc. | History | No change | 1,043 | 253 | 0.03% | 0.03% | 1420 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 4WEALTH ADVISORS, INC. | History | No change | 1,042 | 253 | 0.19% | 0.19% | 1421 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,039 | 252 | 0.02% | 0.02% | 1422 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,041 | 252 | 0.02% | 0.02% | 1423 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 1,040 | 252 | 0.02% | 0.02% | 1424 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LongView Wealth Management | History | No change | 1,033 | 251 | 0.06% | 0.06% | 1425 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smith Salley Wealth Management | History | No change | 1,027 | 249 | 0.01% | 0.01% | 1426 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Peak Asset Management, LLC | History | No change | 1,029 | 249 | 0.04% | 0.04% | 1427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westmount Partners, LLC | History | No change | 1,025 | 248 | 0.05% | 0.05% | 1428 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WPG Advisers, LLC | History | No change | 1,021 | 248 | 0.15% | 0.15% | 1429 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 1,021 | 248 | 0.1% | 0.1% | 1430 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAM Investment Partners, LLC | History | No change | 1,017 | 247 | 0.04% | 0.04% | 1431 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 1,016 | 246 | 0.04% | 0.04% | 1432 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 1,010 | 245 | 0.0% | 0.0% | 1433 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Holos Integrated Wealth LLC | History | No change | 1,010 | 244 | 0.11% | 0.11% | 1434 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 1,004 | 243 | 0.04% | 0.04% | 1435 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 1,003 | 243 | 0.08% | 0.08% | 1436 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED BANK | History | No change | 1,000 | 242 | 0.03% | 0.03% | 1437 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 996 | 242 | 0.09% | 0.09% | 1438 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SEVEN MILE ADVISORY | History | No change | 1,000 | 242 | 0.16% | 0.16% | 1439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 1,047 | 241 | 0.17% | 0.16% | 1443 | +69 | 7.06% | Q3 2026 | Oct 08, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 995 | 241 | 0.03% | 0.03% | 1440 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geometric Wealth Advisors | History | No change | 993 | 241 | 0.03% | 0.03% | 1441 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TAGStone Capital, Inc. | History | No change | 992 | 241 | 0.08% | 0.08% | 1442 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 1,042 | 240 | 0.06% | 0.06% | 1445 | -1 | -0.1% | Q3 2026 | Oct 09, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 988 | 240 | 0.04% | 0.04% | 1444 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 991 | 240 | 0.11% | 0.11% | 1446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 987 | 239 | 0.05% | 0.05% | 1447 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WNY Asset Management, LLC | History | No change | 981 | 238 | 0.02% | 0.02% | 1448 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 980 | 238 | 0.04% | 0.04% | 1449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 980 | 238 | 0.07% | 0.07% | 1450 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Western Reserve Capital Management, LLC | History | No change | 983 | 238 | 0.18% | 0.18% | 1451 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Evensky & Katz LLC | History | No change | 973 | 237 | 0.01% | 0.01% | 1452 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 972 | 236 | 0.01% | 0.01% | 1453 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 974 | 236 | 0.05% | 0.05% | 1454 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| White Wing Wealth Management | History | No change | 972 | 236 | 0.12% | 0.12% | 1455 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 971 | 235 | 0.03% | 0.03% | 1456 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McLean Asset Management Corp | History | No change | 958 | 234 | 0.03% | 0.03% | 1457 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 965 | 234 | 0.02% | 0.02% | 1458 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 1,013 | 233 | 0.05% | 0.06% | 1459 | -25 | -2.41% | Q3 2026 | Oct 06, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 960 | 233 | 0.07% | 0.07% | 1460 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PUREfi Wealth, LLC | History | No change | 960 | 233 | 0.13% | 0.13% | 1461 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 956 | 232 | 0.03% | 0.03% | 1462 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CFO4Life Group, LLC | History | No change | 956 | 232 | 0.03% | 0.03% | 1463 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 952 | 231 | 0.0% | 0.0% | 1464 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthCollab, LLC | History | No change | 952 | 231 | 0.08% | 0.08% | 1465 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ledyard National Bank | History | No change | 950 | 230 | 0.02% | 0.02% | 1466 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 948 | 230 | 0.03% | 0.03% | 1467 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 949 | 230 | 0.01% | 0.01% | 1468 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Carmel Capital Partners, LLC | History | No change | 949 | 230 | 0.08% | 0.08% | 1469 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Maia Wealth LLC | History | No change | 951 | 230 | 0.03% | 0.03% | 1470 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Innovative Wealth Building LLC | History | No change | 948 | 230 | 0.13% | 0.13% | 1471 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ipsen Advisor Group LLC | History | No change | 946 | 229 | 0.15% | 0.15% | 1472 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tillman Hartley LLC | History | No change | 946 | 229 | 0.05% | 0.05% | 1473 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legend Capital Advisors LLC | History | No change | 946 | 229 | 0.12% | 0.12% | 1474 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 946 | 229 | 0.0% | 0.0% | 1475 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redmond Asset Management, LLC | History | No change | 942 | 228 | 0.06% | 0.06% | 1476 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RW Investment Management LLC | History | No change | 941 | 228 | 0.02% | 0.02% | 1477 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 939 | 228 | 0.12% | 0.12% | 1478 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 937 | 227 | 0.01% | 0.01% | 1479 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 937 | 227 | 0.04% | 0.04% | 1480 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 936 | 227 | 0.13% | 0.13% | 1481 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 935 | 227 | 0.07% | 0.07% | 1482 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Schulz Wealth, LTD. | History | No change | 932 | 226 | 0.12% | 0.12% | 1483 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Artesa Financial Group, LLC | History | No change | 931 | 226 | 0.19% | 0.19% | 1484 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 926 | 225 | 0.02% | 0.02% | 1485 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 928 | 225 | 0.06% | 0.06% | 1486 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PAX Financial Group, LLC | History | No change | 928 | 225 | 0.03% | 0.03% | 1487 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 920 | 225 | 0.05% | 0.05% | 1488 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 930 | 225 | 0.02% | 0.02% | 1489 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Independent Advisor Alliance | History | No change | 920 | 223 | 0.01% | 0.01% | 1490 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiduciary Alliance LLC | History | No change | 919 | 223 | 0.02% | 0.02% | 1491 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | No change | 920 | 223 | 0.13% | 0.13% | 1492 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Miller Capital Partners, Inc. | History | No change | 920 | 223 | 0.09% | 0.09% | 1493 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| jvl associates llc | History | No change | 963 | 222 | 0.06% | 0.07% | 1494 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 915 | 222 | 0.08% | 0.08% | 1495 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 910 | 221 | 0.01% | 0.01% | 1496 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First PREMIER Bank | History | No change | 910 | 221 | 0.04% | 0.04% | 1497 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lantz Financial LLC | History | No change | 910 | 221 | 0.04% | 0.04% | 1498 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| American State Bank (Iowa) | History | No change | 913 | 221 | 0.09% | 0.09% | 1499 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Legacy Bridge, LLC | History | No change | 908 | 220 | 0.07% | 0.07% | 1500 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | No change | 908 | 220 | 0.01% | 0.01% | 1501 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Opus Financial Solutions LLC | History | No change | 908 | 220 | 0.18% | 0.18% | 1502 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 904 | 219 | 0.02% | 0.02% | 1503 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | No change | 896 | 219 | 0.12% | 0.12% | 1504 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verisail Partners, LLC | History | No change | 903 | 219 | 0.08% | 0.08% | 1505 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIERRA OCEAN, LLC | History | No change | 902 | 219 | 0.15% | 0.15% | 1506 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 904 | 219 | 0.13% | 0.13% | 1507 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 947 | 218 | 0.01% | 0.02% | 1508 | -305 | -24.36% | Q3 2026 | Oct 08, 2026 |
| Operose Advisors LLC | History | No change | 898 | 218 | 0.04% | 0.04% | 1509 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 889 | 216 | 0.12% | 0.12% | 1510 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Venturi Wealth Management, LLC | History | No change | 887 | 215 | 0.01% | 0.01% | 1511 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allegheny Financial Group | History | No change | 885 | 215 | 0.02% | 0.02% | 1512 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lifeworks Advisors, LLC | History | No change | 888 | 215 | 0.02% | 0.02% | 1513 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 886 | 215 | 0.14% | 0.14% | 1514 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Financial Management LLC | History | No change | 888 | 215 | 0.17% | 0.17% | 1515 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Camelot Portfolios, LLC | History | No change | 883 | 214 | 0.15% | 0.15% | 1516 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 883 | 214 | 0.02% | 0.02% | 1517 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IRON Financial LLC | History | No change | 882 | 214 | 0.09% | 0.09% | 1518 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 877 | 213 | 0.11% | 0.11% | 1519 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 876 | 212 | 0.02% | 0.02% | 1520 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FSA Advisors, Inc. | History | No change | 875 | 212 | 0.1% | 0.1% | 1521 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bare Financial Services, Inc | History | No change | 873 | 212 | 0.05% | 0.05% | 1522 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SMITH, MOORE & CO. | History | No change | 865 | 210 | 0.01% | 0.01% | 1523 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 868 | 210 | 0.02% | 0.02% | 1524 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TT Capital Management LLC | History | No change | 865 | 210 | 0.16% | 0.16% | 1525 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kaizen Financial Strategies | History | New | 907 | 209 | 0.08% | — | 1529 | +907 | New | Q3 2026 | Oct 09, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 864 | 209 | 0.02% | 0.02% | 1526 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 864 | 209 | 0.04% | 0.04% | 1527 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Helium Advisors LLC | History | No change | 862 | 209 | 0.17% | 0.17% | 1528 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 858 | 208 | 0.0% | 0.0% | 1530 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 859 | 208 | 0.13% | 0.13% | 1531 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Altus Wealth Group LLC | History | No change | 852 | 207 | 0.07% | 0.07% | 1532 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Venture Visionary Partners LLC | History | New | 893 | 206 | 0.01% | — | 1536 | +893 | New | Q3 2026 | Oct 07, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 851 | 206 | 0.01% | 0.01% | 1533 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INVESTED ADVISORS | History | No change | 848 | 206 | 0.18% | 0.18% | 1534 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 850 | 206 | 0.15% | 0.15% | 1535 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 844 | 205 | 0.06% | 0.06% | 1537 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 844 | 205 | 0.28% | 0.28% | 1538 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisors Capital Management, LLC | History | No change | 843 | 204 | 0.0% | 0.0% | 1539 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bull Oak Capital, LLC | History | No change | 841 | 204 | 0.07% | 0.07% | 1540 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 840 | 204 | 0.03% | 0.03% | 1541 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanager Wealth Management LLP | History | No change | 838 | 203 | 0.02% | 0.02% | 1542 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 880 | 203 | 0.19% | 0.12% | 1543 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 832 | 202 | 0.05% | 0.05% | 1544 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IAM Advisory, LLC | History | No change | 833 | 202 | 0.04% | 0.04% | 1545 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Harvest, LLC | History | No change | 832 | 202 | 0.08% | 0.08% | 1546 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 831 | 201 | 0.3% | 0.3% | 1547 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Port Capital LLC | History | No change | 825 | 200 | 0.01% | 0.01% | 1548 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kennebec Savings Bank | History | No change | 817 | 198 | 0.16% | 0.16% | 1549 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 811 | 197 | 0.08% | 0.08% | 1550 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 844 | 194 | 0.01% | 0.01% | 1551 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 793 | 192 | 0.01% | 0.01% | 1552 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| New Republic Capital, LLC | History | No change | 775 | 188 | 0.04% | 0.04% | 1553 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 745 | 181 | 0.02% | 0.02% | 1554 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 738 | 179 | 0.07% | 0.07% | 1555 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 733 | 178 | 0.02% | 0.02% | 1556 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 10Elms LLP | History | No change | 723 | 175 | 0.07% | 0.07% | 1557 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 708 | 172 | 0.12% | 0.12% | 1558 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 705 | 171 | 0.06% | 0.06% | 1559 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Colony Family Offices, LLC | History | No change | 694 | 168 | 0.04% | 0.04% | 1560 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fairscale Capital, LLC | History | No change | 679 | 164 | 0.1% | 0.1% | 1561 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crews Bank & Trust | History | No change | 678 | 164 | 0.02% | 0.02% | 1562 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Napier Financial, LLC | History | No change | 639 | 155 | 0.03% | 0.03% | 1563 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 633 | 153 | 0.02% | 0.02% | 1564 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 633 | 153 | 0.01% | 0.01% | 1565 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ATWOOD & PALMER INC | History | Added to | 651 | 150 | 0.01% | 0.01% | 1566 | +200 | 44.35% | Q3 2026 | Oct 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 615 | 149 | 0.01% | 0.01% | 1567 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 614 | 149 | 0.06% | 0.06% | 1568 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 610 | 148 | 0.0% | 0.0% | 1569 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evolution Advisers, Inc. | History | No change | 610 | 148 | 0.05% | 0.05% | 1570 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Field & Main Bank | History | No change | 600 | 145 | 0.03% | 0.03% | 1571 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Insight Inv LLC | History | No change | 585 | 142 | 0.07% | 0.07% | 1572 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LRI Investments, LLC | History | No change | 588 | 142 | 0.01% | 0.01% | 1573 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MidFirst Bank | History | No change | 588 | 142 | 0.01% | 0.01% | 1574 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 585 | 142 | 0.07% | 0.07% | 1575 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Johnson Financial Group, Inc. | History | No change | 565 | 137 | 0.0% | 0.0% | 1576 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 593 | 137 | 0.0% | 0.01% | 1577 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 558 | 136 | 0.0% | 0.0% | 1578 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hurley Capital, LLC | History | No change | 550 | 133 | 0.07% | 0.07% | 1579 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 537 | 130 | 0.01% | 0.01% | 1580 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 521 | 126 | 0.0% | 0.0% | 1581 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYM FINANCIAL Corp | History | No change | 500 | 121 | 0.01% | 0.01% | 1582 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 500 | 121 | 0.0% | 0.0% | 1583 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wagner Wealth Management, LLC | History | No change | 502 | 121 | 0.02% | 0.02% | 1584 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Torren Management, LLC | History | No change | 499 | 121 | 0.06% | 0.06% | 1585 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 485 | 117 | 0.01% | 0.01% | 1586 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 484 | 117 | 0.03% | 0.03% | 1587 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 479 | 116 | 0.07% | 0.07% | 1588 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 470 | 114 | 0.01% | 0.01% | 1589 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 466 | 113 | 0.02% | 0.02% | 1590 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | No change | 439 | 106 | 0.02% | 0.02% | 1591 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 428 | 104 | 0.02% | 0.02% | 1592 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 450 | 103 | 0.01% | 0.01% | 1594 | -95 | -17.43% | Q3 2026 | Oct 07, 2026 |
| Main Street Group, LTD | History | No change | 425 | 103 | 0.02% | 0.02% | 1593 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BFSG, LLC | History | No change | 414 | 100 | 0.01% | 0.01% | 1595 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 406 | 98 | 0.08% | 0.08% | 1596 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 401 | 98 | 0.01% | 0.01% | 1597 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 400 | 97 | 0.01% | 0.01% | 1598 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Manchester Capital Management LLC | History | No change | 400 | 97 | 0.01% | 0.01% | 1599 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossmore Private Capital | History | No change | 400 | 97 | 0.01% | 0.01% | 1600 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mechanics Financial Corp | History | No change | 400 | 97 | 0.03% | 0.03% | 1601 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 400 | 97 | 0.03% | 0.03% | 1602 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| United Financial Planning Group LLC | History | No change | 393 | 95 | 0.05% | 0.05% | 1603 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ellevest, Inc. | History | No change | 37,015 | 91 | 0.01% | 0.01% | 1604 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Capital Advisory, LLC | History | No change | 375 | 91 | 0.03% | 0.03% | 1605 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 370 | 89 | 0.01% | 0.01% | 1606 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Addison Advisors LLC | History | No change | 369 | 89 | 0.04% | 0.04% | 1607 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 361 | 87 | 0.02% | 0.02% | 1608 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| PROFFITT & GOODSON INC | History | No change | 360 | 87 | 0.01% | 0.01% | 1609 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 358 | 86 | 0.0% | 0.0% | 1610 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 347 | 84 | 0.02% | 0.02% | 1611 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Life Planners | History | No change | 350 | 84 | 0.05% | 0.05% | 1612 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 345 | 83 | 0.01% | 0.01% | 1613 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 345 | 83 | 0.03% | 0.03% | 1614 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 338 | 82 | 0.04% | 0.04% | 1615 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JDM Financial Group LLC | History | No change | 341 | 82 | 0.03% | 0.03% | 1616 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 337 | 81 | 0.01% | 0.01% | 1617 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Breakwater Investment Management | History | No change | 323 | 78 | 0.03% | 0.03% | 1618 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Burk Holdings LLC | History | No change | 317 | 77 | 0.03% | 0.03% | 1619 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 313 | 76 | 0.01% | 0.01% | 1620 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 316 | 76 | 0.06% | 0.06% | 1621 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 314 | 72 | 0.0% | 0.0% | 1624 | +8 | 2.61% | Q3 2026 | Oct 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 298 | 72 | 0.02% | 0.02% | 1622 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 298 | 72 | 0.01% | 0.01% | 1623 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investors Research Corp | History | Reduced | 291 | 67 | 0.01% | 0.01% | 1625 | -50 | -14.66% | Q3 2026 | Oct 07, 2026 |
| HOWE & RUSLING INC | History | No change | 273 | 66 | 0.0% | 0.0% | 1626 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALERUS FINANCIAL NA | History | No change | 274 | 66 | 0.0% | 0.0% | 1627 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 270 | 65 | 0.01% | 0.01% | 1628 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 255 | 61 | 0.03% | 0.03% | 1629 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 245 | 59 | 0.02% | 0.02% | 1630 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IAG Wealth Partners, LLC | History | No change | 245 | 59 | 0.01% | 0.01% | 1631 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kilter Group LLC | History | No change | 241 | 58 | 0.02% | 0.02% | 1632 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 236 | 57 | 0.02% | 0.02% | 1633 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Financial Strategies CORP | History | No change | 235 | 57 | 0.03% | 0.03% | 1634 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NBH Bank | History | No change | 225 | 54 | 0.02% | 0.02% | 1635 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horrell Capital Management, Inc. | History | No change | 232 | 53 | 0.03% | 0.03% | 1636 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 248 | 53 | 0.0% | 0.0% | 1637 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 214 | 52 | 0.01% | 0.01% | 1638 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 207 | 50 | 0.02% | 0.02% | 1639 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atomic Invest LLC | History | No change | 204 | 49 | 0.0% | 0.0% | 1640 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Orion Capital Management LLC | History | No change | 196 | 47 | 0.01% | 0.01% | 1641 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 194 | 47 | 0.03% | 0.03% | 1642 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 190 | 46 | 0.02% | 0.02% | 1643 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 188 | 45 | 0.02% | 0.02% | 1644 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westend Capital Management, LLC | History | No change | 189 | 45 | 0.01% | 0.01% | 1645 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1015 Capital Partners, LLC | History | No change | 186 | 45 | 0.04% | 0.04% | 1646 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Front Row Advisors LLC | History | No change | 177 | 44 | 0.01% | 0.01% | 1647 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 182 | 44 | 0.02% | 0.02% | 1648 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Key Capital Management, INC | History | No change | 183 | 44 | 0.02% | 0.02% | 1649 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 184 | 44 | 0.04% | 0.04% | 1650 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Redwood Park Advisors LLC | History | No change | 180 | 43 | 0.03% | 0.03% | 1651 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basepoint Wealth LLC | History | No change | 173 | 42 | 0.02% | 0.02% | 1652 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower View Wealth Management LLC | History | No change | 172 | 41 | 0.02% | 0.02% | 1653 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 166 | 40 | 0.01% | 0.01% | 1654 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 168 | 38 | 0.0% | 0.0% | 1655 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| PlanVest Financial, Inc | History | No change | 152 | 36 | 0.02% | 0.02% | 1656 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LifeSteps Financial, Inc. | History | No change | 142 | 34 | 0.02% | 0.02% | 1657 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gleason Group, Inc. | History | No change | 139 | 33 | 0.0% | 0.0% | 1658 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 135 | 32 | 0.0% | 0.0% | 1659 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOP Private Wealth LLC. | History | No change | 131 | 31 | 0.03% | 0.03% | 1660 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 125 | 30 | 0.0% | 0.0% | 1661 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | No change | 120 | 29 | 0.0% | 0.0% | 1662 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 123 | 29 | 0.0% | 0.0% | 1663 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heritage Wealth Advisors | History | No change | 120 | 29 | 0.0% | 0.0% | 1664 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 120 | 29 | 0.01% | 0.01% | 1665 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 118 | 28 | 0.01% | 0.01% | 1666 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marquette Asset Management, LLC | History | No change | 124 | 28 | 0.0% | 0.0% | 1667 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Transce3nd, LLC | History | No change | 118 | 28 | 0.25% | 0.25% | 1668 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COUNTRY TRUST BANK | History | No change | 114 | 27 | 0.0% | 0.0% | 1669 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fairman Group, LLC | History | No change | 112 | 27 | 0.02% | 0.02% | 1670 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Wealth Management Group, LLC | History | No change | 110 | 26 | 0.01% | 0.01% | 1671 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sunrise Financial Services, LLC | History | No change | 111 | 26 | 0.02% | 0.02% | 1672 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 106 | 25 | 0.0% | 0.0% | 1673 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Planning Strategies Inc. | History | No change | 109 | 25 | 0.01% | 0.02% | 1674 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Blume Capital Management, Inc. | History | No change | 100 | 24 | 0.0% | 0.0% | 1675 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EMC Capital Management | History | No change | 100 | 24 | 0.01% | 0.01% | 1676 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MilWealth Group LLC | History | No change | 100 | 24 | 0.01% | 0.01% | 1677 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 100 | 24 | 0.02% | 0.02% | 1678 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 96 | 23 | 0.0% | 0.0% | 1679 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Westside Investment Management, Inc. | History | No change | 97 | 23 | 0.0% | 0.0% | 1680 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Westfuller Advisors, LLC | History | No change | 97 | 23 | 0.01% | 0.01% | 1681 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 91 | 22 | 0.0% | 0.0% | 1682 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Signature Equity Partners, LLC | History | No change | 91 | 22 | 0.01% | 0.01% | 1683 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kingdom Financial Group LLC. | History | No change | 87 | 21 | 0.01% | 0.01% | 1684 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 89 | 20 | 0.0% | 0.0% | 1685 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 86 | 20 | 0.01% | 0.01% | 1686 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 78 | 18 | 0.0% | 0.0% | 1687 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 77 | 18 | 0.01% | 0.01% | 1688 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 77 | 18 | 0.0% | 0.0% | 1689 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNION SAVINGS BANK | History | No change | 75 | 18 | 0.01% | 0.01% | 1690 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 73 | 17 | 0.01% | 0.01% | 1691 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CNB Bank | History | No change | 63 | 15 | 0.01% | 0.01% | 1692 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 63 | 15 | 0.01% | 0.01% | 1693 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 65 | 15 | 0.01% | 0.01% | 1694 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 59 | 14 | 0.0% | 0.0% | 1695 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 61 | 14 | 0.0% | 0.0% | 1696 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 61 | 14 | 0.0% | 0.0% | 1697 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 54 | 13 | 0.0% | 0.0% | 1698 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hoese & Co LLP | History | No change | 56 | 13 | 0.01% | 0.01% | 1699 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 56 | 13 | 0.0% | 0.0% | 1700 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Noble Wealth Management PBC | History | No change | 60 | 13 | 0.01% | 0.01% | 1701 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 50 | 12 | 0.01% | 0.01% | 1702 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 53 | 12 | 0.0% | 0.0% | 1703 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 53 | 12 | 0.0% | 0.0% | 1704 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bravera Wealth | History | No change | 50 | 12 | 0.0% | 0.0% | 1705 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Armor Investment Advisors, LLC | History | No change | 46 | 11 | 0.0% | 0.0% | 1706 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Davis Capital Management | History | No change | 49 | 11 | 0.01% | 0.01% | 1707 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Navigoe, LLC | History | No change | 49 | 11 | 0.01% | 0.01% | 1708 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bernard Wealth Management Corp. | History | No change | 47 | 11 | 0.0% | 0.0% | 1709 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 47 | 11 | 0.01% | 0.01% | 1710 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ST GERMAIN D J CO INC | History | No change | 45 | 10 | 0.0% | 0.0% | 1711 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aventura Private Wealth, LLC | History | No change | 45 | 10 | 0.0% | 0.0% | 1712 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 40 | 9 | 0.0% | 0.0% | 1713 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wells Financial Advisors INC | History | No change | 39 | 9 | 0.08% | 0.08% | 1714 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 41 | 9 | 0.01% | 0.01% | 1715 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Walsh & Associates, LLC | History | No change | 40 | 9 | 0.01% | 0.01% | 1716 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 35 | 8 | 0.0% | 0.0% | 1717 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HM PAYSON & CO | History | No change | 34 | 8 | 0.0% | 0.0% | 1718 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STEPH & CO | History | No change | 37 | 8 | 0.0% | 0.0% | 1719 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 37 | 8 | 0.0% | 0.0% | 1720 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 34 | 8 | 0.0% | 0.0% | 1721 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centennial Bank/AR/ | History | No change | 35 | 8 | 0.0% | 0.0% | 1722 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 37 | 8 | 0.0% | 0.0% | 1723 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Frankly Finances, LLC | History | No change | 36 | 8 | 0.01% | 0.01% | 1724 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GK Wealth Management LLC | History | New | 32 | 7 | 0.0% | — | 1730 | +32 | New | Q3 2026 | Oct 09, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 32 | 7 | 0.0% | 0.0% | 1725 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEBSTER BANK, N. A. | History | No change | 30 | 7 | 0.0% | 0.0% | 1726 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 30 | 7 | 0.0% | 0.0% | 1727 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 32 | 7 | 0.0% | 0.0% | 1728 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sankala Group LLC | History | No change | 30 | 7 | 0.0% | 0.0% | 1729 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 27 | 6 | 0.0% | 0.0% | 1731 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SITTNER & NELSON, LLC | History | No change | 26 | 6 | 0.0% | 0.0% | 1732 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hughes Financial Services, LLC | History | No change | 28 | 6 | 0.0% | 0.0% | 1733 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 28 | 6 | 0.09% | 0.09% | 1734 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vision Retirement, LLC | History | No change | 26 | 6 | 0.0% | 0.0% | 1735 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 25 | 6 | 0.0% | 0.0% | 1736 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 25 | 6 | 0.0% | 0.0% | 1737 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Essential Investment Partners LLC | History | No change | 25 | 6 | 0.0% | 0.0% | 1738 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Pacific Financial | History | No change | 24 | 5 | 0.0% | 0.0% | 1739 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concord Wealth Partners | History | No change | 21 | 5 | 0.0% | 0.0% | 1740 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 23 | 5 | 0.0% | 0.0% | 1741 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | No change | 24 | 5 | 0.01% | 0.01% | 1742 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 24 | 5 | 0.0% | 0.0% | 1743 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Harborfront Financial Group LLC | History | No change | 24 | 5 | 0.02% | 0.02% | 1744 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 24 | 5 | 0.0% | 0.0% | 1745 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Winch Advisory Services, LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 1746 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Trust, LLC | History | No change | 18 | 4 | 0.0% | 0.0% | 1747 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Security National Bank | History | No change | 19 | 4 | 0.0% | 0.0% | 1748 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Costello Asset Management, INC | History | No change | 19 | 4 | 0.0% | 0.0% | 1749 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 1750 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Activest Wealth Management | History | No change | 19 | 4 | 0.0% | 0.0% | 1751 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 18 | 4 | 0.0% | 0.0% | 1752 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HFM Investment Advisors, LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 1753 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hanson & Doremus Investment Management | History | No change | 13 | 3 | 0.0% | 0.0% | 1754 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Trust Asset Management, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 1755 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coston, McIsaac & Partners | History | No change | 15 | 3 | 0.0% | 0.0% | 1756 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Networth Advisors, LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 1757 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1758 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Horizon Investments, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 1759 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 1760 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quaker Wealth Management, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 1761 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Princeton Global Asset Management LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1762 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Register Financial Advisors LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1763 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Nemes Rush Group LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 1764 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kings Path Partners LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 1765 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bullock Wealth Management Group | History | No change | 9 | 2 | 0.0% | 0.0% | 1766 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Colonial Trust Advisors | History | No change | 7 | 1 | 0.0% | 0.0% | 1767 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 5 | 1 | 0.0% | 0.0% | 1768 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighMark Wealth Management LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 1769 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 1770 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kentucky Trust Co | History | No change | 7 | 1 | 0.0% | 0.0% | 1771 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 1772 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 5 | 1 | 0.01% | 0.01% | 1773 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 1774 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 1775 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Wealth Partners | History | No change | 6 | 1 | 0.0% | 0.0% | 1776 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harpswell Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -2,636 | -100.0% | Q3 2026 | Oct 09, 2026 |
| FSA Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -837 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |