VANGUARD WORLD FUND - VDC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 4,450,098 | 1,003,452 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 914,183 | 206,139 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 621,633 | 140,172 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PGIM Custom Harvest LLC | History | No change | 496,263 | 111,902 | 1.4% | 1.4% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Financial Group, INC/SD | History | No change | 440,884 | 99,415 | 11.41% | 11.41% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 391,371 | 88,250 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, Inc. | History | No change | 369,724 | 83,368 | 5.04% | 5.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 326,457 | 73,612 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 274,055 | 61,796 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empower Advisory Group, LLC | History | No change | 270,255 | 60,939 | 0.15% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 246,022 | 55,475 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 230,760 | 52,177 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 198,097 | 44,668 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 176,857 | 39,879 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 156,697 | 35,337 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 156,076 | 35,223 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 155,230 | 35,003 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 140,086 | 31,588 | 0.64% | 0.64% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 137,333 | 30,966 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 108,434 | 24,450 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 107,763 | 24,299 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 102,314 | 23,070 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 84,745 | 19,109 | 0.23% | 0.23% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blankinship & Foster, LLC | History | No change | 82,532 | 18,610 | 3.76% | 3.76% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lido Advisors, LLC | History | No change | 81,934 | 18,475 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 79,106 | 18,098 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 80,183 | 18,080 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Banque Transatlantique SA | History | No change | 136,718 | 17,604 | 0.38% | 0.38% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 70,799 | 15,964 | 0.16% | 0.16% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 67,651 | 15,254 | 0.88% | 0.88% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 63,874 | 14,402 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Waverly Advisors, LLC | History | No change | 61,849 | 13,946 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 57,921 | 13,060 | 0.39% | 0.39% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marotta Asset Management | History | Reduced | 59,366 | 12,954 | 2.2% | 2.35% | 34 | -3,085 | -4.94% | Q3 2026 | Oct 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 50,196 | 11,319 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 49,952 | 11,263 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SELDON CAPITAL LP | History | No change | 47,593 | 10,731 | 3.36% | 3.36% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 45,640 | 10,291 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 44,628 | 10,063 | 5.67% | 5.67% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Financial Partners | History | No change | 44,159 | 9,957 | 4.11% | 4.11% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CMH Wealth Management LLC | History | No change | 41,650 | 9,391 | 1.43% | 1.43% | 41 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 38,249 | 8,799 | 2.99% | 2.99% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 38,953 | 8,783 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 38,721 | 8,731 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 37,081 | 8,361 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 36,451 | 8,236 | 1.73% | 1.73% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 35,045 | 8,042 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenline Partners, LLC | History | No change | 32,958 | 7,431 | 0.76% | 0.76% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 32,569 | 7,343 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 31,664 | 7,140 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mosley Wealth Management | History | No change | 31,315 | 7,061 | 2.25% | 2.25% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 30,866 | 6,960 | 0.12% | 0.12% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | No change | 30,477 | 6,872 | 4.48% | 4.48% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 30,289 | 6,829 | 1.78% | 1.78% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Junk Investment Group, LLC | History | No change | 30,224 | 6,815 | 3.02% | 3.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 30,091 | 6,785 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MRA Advisory Group | History | New | 30,215 | 6,593 | 2.47% | — | 57 | +30,215 | New | Q3 2026 | Oct 07, 2026 |
| Retirement Planning Group, LLC | History | No change | 28,721 | 6,476 | 0.16% | 0.16% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 28,705 | 6,472 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 28,419 | 6,408 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 27,726 | 6,251 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | No change | 27,311 | 6,158 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 26,339 | 5,939 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merrithew & Thorsten Inc | History | No change | 26,239 | 5,916 | 5.04% | 5.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 25,990 | 5,860 | 2.21% | 2.21% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Retirement, LLC | History | No change | 25,728 | 5,801 | 0.32% | 0.32% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 27,437 | 5,754 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 25,243 | 5,692 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rossby Financial, LCC | History | No change | 25,075 | 5,654 | 1.03% | 1.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WNY Asset Management, LLC | History | No change | 24,528 | 5,530 | 0.49% | 0.49% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HC Advisors, LLC | History | No change | 24,283 | 5,475 | 3.32% | 3.32% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 24,107 | 5,435 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 23,706 | 5,345 | 1.19% | 1.19% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | No change | 23,050 | 5,197 | 2.92% | 2.92% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Madden Advisory Services, Inc. | History | No change | 23,035 | 5,194 | 1.86% | 1.86% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 23,022 | 5,191 | 0.21% | 0.21% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 22,554 | 5,085 | 0.16% | 0.16% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 22,324 | 5,033 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 22,617 | 4,935 | 0.13% | 0.14% | 79 | -1,475 | -6.12% | Q3 2026 | Oct 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 21,413 | 4,828 | 1.1% | 1.1% | 80 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,033 | 4,742 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 20,966 | 4,727 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 20,574 | 4,639 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 19,363 | 4,366 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharper & Granite LLC | History | No change | 19,042 | 4,293 | 1.33% | 1.33% | 85 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Corient Private Wealth LP | History | No change | 18,884 | 4,258 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Silver Coast Investments LLC | History | No change | 18,110 | 4,083 | 1.22% | 1.22% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | No change | 17,917 | 4,040 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,880 | 4,031 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 17,703 | 3,991 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 17,343 | 3,910 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 17,316 | 3,904 | 1.11% | 1.11% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17,229 | 3,884 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Day In July LLC | History | No change | 17,058 | 3,846 | 0.27% | 0.27% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 16,970 | 3,826 | 1.29% | 1.29% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 16,861 | 3,801 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,304 | 3,676 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 15,949 | 3,596 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 15,824 | 3,568 | 1.92% | 1.92% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Certified Advisory Corp | History | No change | 15,751 | 3,551 | 0.29% | 0.29% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 15,639 | 3,526 | 0.95% | 0.95% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Royal Fund Management, LLC | History | No change | 15,568 | 3,510 | 0.29% | 0.29% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Joule Financial, LLC | History | No change | 15,287 | 3,447 | 0.93% | 0.93% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Perspectives, Inc | History | No change | 14,815 | 3,340 | 0.81% | 0.81% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HRT FINANCIAL LP | History | No change | 14,696 | 3,313 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 14,522 | 3,274 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 14,435 | 3,254 | 0.65% | 0.65% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Opus Financial Solutions LLC | History | No change | 14,233 | 3,209 | 2.59% | 2.59% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 13,888 | 3,177 | 0.1% | 0.1% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 13,996 | 3,156 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 13,497 | 3,043 | 0.78% | 0.78% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 19,142 | 2,999 | 0.6% | 0.6% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bonfire Financial | History | No change | 13,277 | 2,993 | 1.92% | 1.92% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 13,226 | 2,982 | 0.22% | 0.22% | 114 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Empowered Funds, LLC | History | No change | 13,018 | 2,935 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 12,944 | 2,918 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stelac Advisory Services LLC | History | No change | 12,770 | 2,879 | 0.54% | 0.54% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Richmond Brothers, Inc. | History | No change | 12,679 | 2,858 | 1.49% | 1.49% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 12,614 | 2,844 | 0.42% | 0.42% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 12,557 | 2,831 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 12,352 | 2,785 | 0.19% | 0.19% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,205 | 2,751 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madison Wealth Partners, Inc | History | No change | 12,172 | 2,744 | 0.35% | 0.35% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 12,042 | 2,715 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 11,866 | 2,675 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 11,819 | 2,665 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 11,644 | 2,625 | 0.65% | 0.65% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 11,498 | 2,592 | 1.45% | 1.45% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 11,470 | 2,586 | 0.28% | 0.28% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 11,454 | 2,582 | 0.82% | 0.82% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 11,094 | 2,577 | 0.51% | 0.51% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Curran Financial Partners, LLC | History | No change | 11,232 | 2,532 | 0.38% | 0.38% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 11,096 | 2,502 | 0.33% | 0.33% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WBH ADVISORY INC | History | No change | 10,923 | 2,463 | 0.17% | 0.17% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cypress Wealth Services, LLC | History | No change | 10,835 | 2,443 | 0.3% | 0.3% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arax Advisory Partners | History | No change | 10,563 | 2,381 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IEQ CAPITAL, LLC | History | No change | 10,355 | 2,334 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keebeck Wealth Management | History | No change | 10,279 | 2,317 | 0.23% | 0.23% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,846 | 2,220 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 9,784 | 2,206 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RCW Management, LLC | History | No change | 9,768 | 2,202 | 1.97% | 1.97% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brookstone Capital Management | History | No change | 9,719 | 2,191 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PFG Advisors | History | No change | 9,707 | 2,188 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apollon Financial, LLC | History | No change | 9,659 | 2,177 | 0.26% | 0.26% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 9,643 | 2,174 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,873 | 2,154 | 0.06% | 0.06% | 146 | +612 | 6.61% | Q3 2026 | Oct 08, 2026 |
| Nvest Financial, LLC | History | No change | 9,410 | 2,121 | 0.67% | 0.67% | 147 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Simplicity Wealth,LLC | History | No change | 9,198 | 2,074 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accel Wealth Management | History | No change | 9,195 | 2,073 | 0.47% | 0.47% | 149 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,155 | 2,064 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9,049 | 2,040 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 8,762 | 1,975 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 8,702 | 1,962 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 8,666 | 1,954 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,628 | 1,945 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,887 | 1,939 | 0.01% | 0.01% | 156 | +2,628 | 41.99% | Q3 2026 | Oct 08, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 8,570 | 1,932 | 0.14% | 0.14% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fischer Financial Services, Inc. | History | No change | 8,365 | 1,886 | 0.47% | 0.47% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 8,283 | 1,867 | 0.67% | 0.67% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,216 | 1,852 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marion Wealth Management | History | No change | 8,213 | 1,851 | 0.38% | 0.38% | 161 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,204 | 1,849 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthfront Advisers LLC | History | No change | 7,996 | 1,803 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 7,888 | 1,788 | 0.38% | 0.38% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Calder Financial LLC | History | No change | 7,668 | 1,729 | 1.63% | 1.63% | 165 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 7,591 | 1,711 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,332 | 1,653 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wolff Financial Management LLC | History | No change | 7,317 | 1,649 | 0.33% | 0.33% | 168 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 7,302 | 1,646 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,166 | 1,615 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 7,155 | 1,613 | 0.25% | 0.25% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SYON CAPITAL LLC | History | No change | 7,135 | 1,608 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 7,122 | 1,605 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S&A Financial Services, Inc. | History | No change | 7,097 | 1,600 | 0.98% | 0.98% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisors Capital Management, LLC | History | No change | 6,969 | 1,571 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,848 | 1,544 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,764 | 1,525 | 0.1% | 0.1% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 6,718 | 1,516 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,723 | 1,515 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 6,624 | 1,487 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 6,553 | 1,477 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 6,354 | 1,432 | 1.03% | 1.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 6,316 | 1,424 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 6,262 | 1,412 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 6,251 | 1,409 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 6,253 | 1,409 | 0.33% | 0.33% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 6,051 | 1,399 | 0.37% | 0.37% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 6,015 | 1,356 | 0.31% | 0.31% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 6,013 | 1,355 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5,934 | 1,338 | 0.39% | 0.39% | 190 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,786 | 1,304 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 5,735 | 1,293 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AGF MANAGEMENT LTD | History | No change | 5,726 | 1,291 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 5,734 | 1,290 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,719 | 1,289 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Northstar Group, Inc. | History | No change | 5,643 | 1,272 | 0.16% | 0.16% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Independent Family Office, LLC | History | No change | 5,640 | 1,271 | 0.51% | 0.51% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Adams Wealth Management | History | No change | 5,548 | 1,251 | 0.24% | 0.24% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 5,548 | 1,251 | 0.2% | 0.2% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARRIEN INVESTMENTS, INC. | History | No change | 5,513 | 1,243 | 0.63% | 0.63% | 200 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 5,695 | 1,242 | 0.03% | 0.03% | 201 | +217 | 3.96% | Q3 2026 | Oct 05, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 5,490 | 1,237 | 0.24% | 0.24% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 5,421 | 1,222 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATAURO, LLC | History | No change | 5,322 | 1,199 | 0.16% | 0.16% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | No change | 5,290 | 1,192 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 5,238 | 1,181 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,207 | 1,174 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 5,159 | 1,163 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,126 | 1,157 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CWA Asset Management Group, LLC | History | No change | 5,123 | 1,155 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,077 | 1,144 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 4,929 | 1,111 | 0.38% | 0.38% | 212 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,860 | 1,095 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MontVue Capital Management, Inc. | History | No change | 4,848 | 1,093 | 0.63% | 0.63% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CVA Family Office, LLC | History | No change | 4,782 | 1,078 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 4,692 | 1,058 | 0.28% | 0.28% | 216 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 4,678 | 1,054 | 0.25% | 0.25% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 4,667 | 1,052 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 4,627 | 1,043 | 0.46% | 0.46% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TBH Global Asset Management, LLC | History | No change | 4,521 | 1,019 | 0.19% | 0.19% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROI Financial Advisors, LLC | History | No change | 4,479 | 1,010 | 0.52% | 0.52% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 4,479 | 1,009 | 0.4% | 0.4% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 4,399 | 991 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Family Investment Center, Inc. | History | No change | 4,372 | 985 | 0.16% | 0.16% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHOREO, LLC | History | No change | 4,351 | 981 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,318 | 973 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,234 | 954 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bluesphere Advisors LLC | History | No change | 4,217 | 950 | 0.29% | 0.29% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 4,206 | 948 | 0.16% | 0.16% | 229 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,128 | 930 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 4,095 | 923 | 0.13% | 0.13% | 231 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,079 | 919 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 4,045 | 912 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 4,048 | 912 | 0.57% | 0.57% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 3,986 | 898 | 0.35% | 0.35% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| American Alpha Advisors, LLC | History | No change | 3,985 | 898 | 0.49% | 0.49% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 3,959 | 892 | 0.53% | 0.53% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 3,906 | 880 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,905 | 880 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 3,905 | 880 | 0.19% | 0.19% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Elm Partners Management LLC | History | No change | 3,900 | 879 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Prospera Financial Services Inc | History | No change | 3,841 | 866 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 3,814 | 860 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,805 | 857 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 788,817 | 844 | 0.06% | 0.06% | 245 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sankala Group LLC | History | No change | 3,621 | 843 | 0.56% | 0.56% | 246 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 3,730 | 841 | 0.33% | 0.33% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,733 | 841 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RFG Advisory, LLC | History | No change | 3,703 | 834 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 3,771 | 822 | 0.02% | 0.01% | 250 | +2,353 | 165.94% | Q3 2026 | Oct 08, 2026 |
| BOKF, NA | History | No change | 3,580 | 807 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | No change | 3,550 | 800 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Leelyn Smith, LLC | History | No change | 3,532 | 796 | 0.1% | 0.1% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 3,514 | 792 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Choate Investment Advisors | History | No change | 3,500 | 789 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Richard C. Young & CO., LTD. | History | No change | 3,498 | 788 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 3,435 | 774 | 0.28% | 0.28% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 3,429 | 773 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 3,419 | 770 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 3,322 | 749 | 0.24% | 0.24% | 260 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Guardian Capital, LLC | History | No change | 3,291 | 742 | 0.61% | 0.61% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 3,290 | 741 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,257 | 734 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | No change | 3,244 | 731 | 0.2% | 0.2% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 3,239 | 730 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 3,224 | 726 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 3,215 | 724 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 3,213 | 724 | 0.29% | 0.29% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 3,898 | 716 | 0.12% | 0.12% | 269 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| M Wealth Management, LLC | History | No change | 3,081 | 694 | 0.55% | 0.55% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 3,077 | 693 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,058 | 689 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| V2 Financial group LLC | History | No change | 3,060 | 689 | 0.26% | 0.26% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMERCE BANK | History | No change | 3,045 | 686 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | No change | 3,011 | 678 | 0.37% | 0.37% | 275 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Principle Wealth Partners LLC | History | No change | 3,000 | 676 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Financial Advisory LLC | History | No change | 2,983 | 672 | 0.13% | 0.13% | 277 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 2,923 | 659 | 0.39% | 0.39% | 278 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 2,912 | 656 | 0.18% | 0.18% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 2,907 | 655 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Idaho Trust Co | History | No change | 2,890 | 651 | 0.19% | 0.19% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookwood Investment Group LLC | History | No change | 2,845 | 641 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,800 | 631 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 2,796 | 630 | 0.15% | 0.15% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,792 | 629 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,769 | 624 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,760 | 622 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 2,756 | 621 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 2,750 | 620 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversified Enterprises, LLC | History | No change | 2,725 | 614 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blue Capital, Inc. | History | No change | 2,720 | 613 | 0.39% | 0.39% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NCM Capital Management, LLC | History | No change | 2,705 | 609 | 0.19% | 0.19% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 2,665 | 600 | 0.28% | 0.28% | 293 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 2,642 | 595 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisors, LLC | History | No change | 2,634 | 593 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 2,617 | 590 | 0.25% | 0.25% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,593 | 585 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,563 | 579 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 2,564 | 578 | 0.12% | 0.12% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWF Advisory Services Inc. | History | No change | 2,528 | 570 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 2,512 | 566 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| StoneX Group Inc. | History | No change | 2,503 | 565 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 2,477 | 558 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Advocates LLC | History | No change | 2,462 | 555 | 2.15% | 2.15% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 2,452 | 552 | 0.05% | 0.05% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 2,429 | 547 | 0.09% | 0.09% | 306 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bay Capital Advisors, LLC | History | No change | 2,425 | 546 | 0.29% | 0.29% | 307 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fulcrum Capital LLC | History | No change | 2,420 | 545 | 0.11% | 0.11% | 308 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NorthRock Partners, LLC | History | No change | 2,363 | 532 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,356 | 531 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,352 | 530 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 2,325 | 528 | 0.1% | 0.1% | 312 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,266 | 523 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,266 | 523 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RBA Wealth Management, LLC | History | No change | 2,303 | 519 | 0.19% | 0.19% | 315 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,306 | 519 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 2,261 | 509 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 2,246 | 506 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Simmons Bank | History | No change | 2,246 | 506 | 0.03% | 0.03% | 319 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 2,237 | 504 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,221 | 500 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,194 | 494 | 0.27% | 0.27% | 322 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 2,159 | 486 | 0.23% | 0.23% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 2,140 | 482 | 0.23% | 0.23% | 324 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,109 | 475 | 0.03% | 0.03% | 325 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Betterment LLC | History | No change | 2,108 | 475 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 2,107 | 475 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,099 | 473 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 2,098 | 473 | 0.09% | 0.09% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 2,088 | 470 | 0.11% | 0.11% | 330 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Optas, LLC | History | No change | 2,078 | 468 | 0.07% | 0.07% | 331 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 2,071 | 467 | 0.16% | 0.16% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 2,060 | 464 | 0.13% | 0.13% | 333 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NICOLET BANKSHARES INC | History | No change | 2,034 | 464 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LexAurum Advisors, LLC | History | No change | 2,049 | 462 | 0.05% | 0.05% | 335 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 2,043 | 460 | 0.23% | 0.23% | 336 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Composition Wealth, LLC | History | No change | 2,039 | 459 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sterling Capital Management LLC | History | No change | 2,025 | 456 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| X-Square Capital, LLC | History | No change | 2,006 | 452 | 0.11% | 0.11% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 2,799 | 451 | 0.04% | 0.04% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pines Wealth Management, LLC | History | No change | 2,002 | 451 | 0.13% | 0.13% | 341 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,984 | 447 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 1,984 | 447 | 0.6% | 0.6% | 343 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vertex Planning Partners, LLC | History | No change | 1,950 | 439 | 0.07% | 0.07% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carolina Wealth Management Inc | History | No change | 1,946 | 438 | 0.2% | 0.2% | 345 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 1,909 | 436 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 1,927 | 434 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 1,925 | 434 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 1,923 | 433 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KG Capital Management | History | No change | 1,916 | 431 | 0.26% | 0.26% | 350 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 1,915 | 431 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,906 | 429 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,905 | 429 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 1,890 | 426 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 1,881 | 424 | 0.07% | 0.07% | 355 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Maxele Advisors, LLC | History | No change | 1,883 | 424 | 0.3% | 0.3% | 356 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,877 | 423 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 1,880 | 423 | 0.64% | 0.64% | 358 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 1,857 | 418 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Money Management, LLC | History | No change | 1,805 | 407 | 0.06% | 0.06% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 1,808 | 407 | 0.06% | 0.06% | 361 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,801 | 406 | 0.05% | 0.05% | 362 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,803 | 406 | 0.3% | 0.3% | 363 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Northwest Financial Advisors | History | No change | 1,784 | 402 | 0.05% | 0.05% | 364 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,773 | 399 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 1,750 | 394 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 1,743 | 393 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,713 | 386 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,695 | 382 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 1,686 | 380 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,681 | 379 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,678 | 378 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ignite Planners, LLC | History | No change | 1,668 | 376 | 0.05% | 0.05% | 373 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,671 | 376 | 0.12% | 0.12% | 374 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 1,663 | 375 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Emerald Advisors, LLC | History | No change | 1,659 | 374 | 0.05% | 0.05% | 376 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 1,644 | 370 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 1,630 | 367 | 0.05% | 0.05% | 378 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Csenge Advisory Group | History | No change | 1,627 | 366 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,624 | 366 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 1,591 | 366 | 0.14% | 0.14% | 381 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 1,600 | 360 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 1,565 | 353 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 1,613 | 352 | 0.04% | 0.04% | 384 | +7 | 0.44% | Q3 2026 | Oct 08, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 1,559 | 351 | 0.04% | 0.04% | 385 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMG National Trust Bank | History | No change | 1,558 | 351 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,559 | 351 | 0.09% | 0.09% | 387 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 1,555 | 350 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Solidarity Wealth, LLC | History | No change | 1,544 | 348 | 0.06% | 0.06% | 389 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 1,571 | 342 | 0.16% | 0.17% | 390 | +9 | 0.58% | Q3 2026 | Oct 09, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 1,516 | 341 | 0.17% | 0.17% | 391 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bravias Capital Group, LLC | History | No change | 1,497 | 337 | 0.2% | 0.2% | 392 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,448 | 334 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IVC Wealth Advisors LLC | History | No change | 1,464 | 330 | 0.13% | 0.13% | 394 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,462 | 329 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower View Wealth Management LLC | History | No change | 1,452 | 327 | 0.14% | 0.14% | 396 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Klingman & Associates, LLC | History | No change | 1,450 | 326 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,439 | 325 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 1,443 | 325 | 0.05% | 0.05% | 399 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHRISTINE MESSMER PC | History | No change | 1,442 | 325 | 0.18% | 0.18% | 400 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ProVise Management Group, LLC | History | No change | 1,434 | 323 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 1,427 | 322 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 1,432 | 322 | 0.15% | 0.15% | 403 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avalon Trust Co | History | No change | 1,425 | 321 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 1,422 | 320 | 0.11% | 0.11% | 405 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 1,411 | 318 | 0.04% | 0.04% | 406 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,392 | 316 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,375 | 310 | 0.12% | 0.12% | 408 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 1,375 | 310 | 0.12% | 0.12% | 409 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,366 | 308 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jacobs Equity LLC | History | No change | 1,369 | 308 | 0.21% | 0.21% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 1,320 | 307 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 1,356 | 306 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | No change | 1,347 | 303 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,343 | 302 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,339 | 301 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 1,332 | 300 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,330 | 299 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 1,326 | 299 | 0.03% | 0.03% | 419 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 1,330 | 299 | 0.13% | 0.13% | 420 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,324 | 298 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,298 | 292 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 1,294 | 291 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Regal Investment Advisors LLC | History | No change | 1,289 | 290 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 1,290 | 290 | 0.11% | 0.11% | 425 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quartz Partners, LLC | History | No change | 1,278 | 288 | 0.09% | 0.09% | 426 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avondale Wealth Management | History | No change | 1,280 | 288 | 0.12% | 0.12% | 427 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 1,267 | 285 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 1,268 | 285 | 0.03% | 0.03% | 429 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,243 | 280 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | No change | 1,244 | 280 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,237 | 279 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,234 | 278 | 0.01% | 0.02% | 433 | -301 | -19.61% | Q3 2026 | Oct 09, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,235 | 278 | 0.51% | 0.51% | 434 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 1,232 | 277 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 1,226 | 276 | 0.09% | 0.09% | 436 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Range Advisory, LLC | History | No change | 1,228 | 276 | 0.03% | 0.03% | 437 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| World Investment Advisors | History | No change | 1,218 | 273 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 1,215 | 273 | 0.04% | 0.04% | 439 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rock Point Advisors, LLC | History | No change | 1,205 | 271 | 0.07% | 0.07% | 440 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,206 | 271 | 0.02% | 0.02% | 441 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 1,200 | 270 | 0.03% | 0.03% | 442 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 1,234 | 269 | 0.19% | 0.16% | 443 | +260 | 26.69% | Q3 2026 | Oct 07, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 1,198 | 269 | 0.03% | 0.03% | 444 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,182 | 266 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graney & King, LLC | History | No change | 1,181 | 266 | 0.1% | 0.1% | 446 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,176 | 265 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Planning, LLC. | History | No change | 1,174 | 264 | 0.07% | 0.07% | 448 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wall Street Financial Group, Inc. | History | No change | 1,171 | 264 | 0.14% | 0.14% | 449 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 1,170 | 263 | 0.06% | 0.06% | 450 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,165 | 262 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 1,164 | 262 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 1,200 | 261 | 0.01% | 0.01% | 453 | -57 | -4.53% | Q3 2026 | Oct 08, 2026 |
| Avior Wealth Management, LLC | History | No change | 1,157 | 260 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cannell & Spears LLC | History | No change | 1,152 | 259 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 1,142 | 257 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JM2 Capital Inc. | History | No change | 1,142 | 257 | 0.18% | 0.18% | 457 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 1,137 | 256 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 1,120 | 252 | 0.13% | 0.13% | 459 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 1,101 | 248 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 1,096 | 247 | 0.07% | 0.07% | 461 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 1,087 | 245 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,086 | 244 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beacon Capital Management, LLC | History | No change | 1,079 | 243 | 0.04% | 0.04% | 464 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GWN SECURITIES INC. | History | No change | 1,071 | 241 | 0.04% | 0.04% | 465 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,070 | 241 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 1,060 | 239 | 0.07% | 0.07% | 467 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Visionary Wealth Advisors | History | No change | 1,060 | 239 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 1,059 | 238 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| North Star Investment Management Corp. | History | No change | 1,055 | 237 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 1,053 | 237 | 0.02% | 0.02% | 471 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVIS R M INC | History | No change | 1,051 | 236 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,035 | 233 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 1,033 | 232 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compass Advisory Group LLC | History | No change | 1,032 | 232 | 0.06% | 0.06% | 475 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 1,023 | 230 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 1,048 | 228 | 0.0% | — | 478 | +1,048 | New | Q3 2026 | Oct 06, 2026 |
| Gallacher Capital Management LLC | History | No change | 1,013 | 228 | 0.13% | 0.13% | 477 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| tru Independence LLC | History | No change | 1,003 | 226 | 0.1% | 0.1% | 479 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 4,670 | 226 | 0.02% | 0.02% | 480 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apriem Advisors | History | No change | 1,000 | 225 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 1,001 | 225 | 0.09% | 0.09% | 482 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthSpring Partners, LLC | History | No change | 1,000 | 225 | 0.19% | 0.19% | 483 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 980 | 220 | 0.11% | 0.11% | 484 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Councilor Wealth, LLC | History | No change | 1,008 | 220 | 0.09% | 0.09% | 485 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 969 | 218 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 955 | 215 | 0.05% | 0.05% | 487 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arrowroot Family Office, LLC | History | No change | 945 | 213 | 0.06% | 0.06% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kathmere Capital Management, LLC | History | No change | 944 | 212 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VestGen Investment Management | History | No change | 932 | 210 | 0.11% | 0.11% | 490 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthquest Corp | History | No change | 933 | 210 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 934 | 210 | 0.02% | 0.02% | 492 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 928 | 209 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 926 | 208 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Elite Financial, Inc. | History | No change | 924 | 208 | 0.08% | 0.08% | 495 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 919 | 207 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Autumn Glory Partners, LLC | History | No change | 918 | 207 | 0.06% | 0.06% | 497 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 917 | 206 | 0.03% | 0.03% | 498 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 918 | 206 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 912 | 205 | 0.02% | 0.02% | 500 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 905 | 204 | 0.04% | 0.04% | 501 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Krilogy Financial LLC | History | No change | 904 | 203 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 904 | 203 | 0.03% | 0.03% | 503 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 880 | 202 | 0.05% | 0.05% | 504 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First PREMIER Bank | History | No change | 870 | 196 | 0.03% | 0.03% | 505 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EFG International AG | History | No change | 842 | 189 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 816 | 183 | 0.02% | 0.02% | 507 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 796 | 179 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 793 | 178 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossmore Private Capital | History | No change | 780 | 175 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| City State Bank | History | No change | 753 | 169 | 0.04% | 0.04% | 511 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 739 | 166 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Coston, McIsaac & Partners | History | No change | 727 | 163 | 0.03% | 0.03% | 513 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 717 | 161 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Community Bank | History | No change | 710 | 160 | 0.05% | 0.05% | 515 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASECO LLP | History | No change | 712 | 160 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | Reduced | 662 | 144 | 0.0% | 0.01% | 517 | -1,138 | -63.22% | Q3 2026 | Oct 02, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 630 | 142 | 0.04% | 0.04% | 518 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Winthrop Capital Management, LLC | History | No change | 625 | 141 | 0.03% | 0.03% | 519 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Progressive Investment Management Corp | History | No change | 600 | 135 | 0.03% | 0.03% | 520 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advocate Investing Services LLC | History | No change | 600 | 135 | 0.1% | 0.1% | 521 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 560 | 126 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Blue Trust, Inc. | History | No change | 522 | 117 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Analysts, LLC | History | No change | 501 | 113 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lummis Asset Management, LP | History | No change | 490 | 113 | 0.07% | 0.07% | 525 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 497 | 112 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hills Bank & Trust Co | History | No change | 494 | 111 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avion Wealth | History | No change | 472 | 106 | 0.02% | 0.02% | 528 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 467 | 105 | 0.02% | 0.02% | 529 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TD Capital Management LLC | History | No change | 460 | 103 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HM PAYSON & CO | History | No change | 425 | 95 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 411 | 94 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 392 | 88 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Leo H. Evart, Inc. | History | No change | 389 | 87 | 0.07% | 0.07% | 534 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VIMA LLC | History | No change | 389 | 87 | 0.08% | 0.08% | 535 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 383 | 86 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset Dedication, LLC | History | No change | 380 | 85 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Truvestments Capital LLC | History | No change | 380 | 85 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 366 | 83 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 362 | 81 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 358 | 80 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 358 | 80 | 0.02% | 0.02% | 542 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BAYBAN | History | No change | 357 | 80 | 0.06% | 0.06% | 543 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | No change | 347 | 78 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 345 | 77 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 337 | 75 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 332 | 74 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 325 | 73 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 327 | 73 | 0.06% | 0.06% | 549 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunrise Financial Services, LLC | History | No change | 323 | 72 | 0.04% | 0.04% | 550 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 300 | 68 | 0.03% | 0.03% | 551 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Community Financial Services Group, LLC | History | No change | 302 | 68 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 286 | 64 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westfuller Advisors, LLC | History | No change | 272 | 61 | 0.02% | 0.02% | 554 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 256 | 57 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 255 | 57 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TSFG, LLC | History | No change | 250 | 56 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 244 | 55 | 0.01% | 0.01% | 558 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CNB Bank | History | No change | 243 | 54 | 0.02% | 0.02% | 559 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 236 | 53 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 239 | 52 | 0.01% | 0.01% | 562 | +74 | 44.85% | Q3 2026 | Oct 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 235 | 52 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 227 | 51 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 229 | 51 | 0.01% | 0.01% | 564 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 232 | 50 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 220 | 49 | 0.02% | 0.02% | 566 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 215 | 48 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 208 | 47 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 211 | 47 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CENTRAL TRUST Co | History | No change | 202 | 45 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EPG Wealth Management LLC | History | No change | 195 | 43 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 190 | 42 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concord Wealth Partners | History | No change | 188 | 42 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 189 | 42 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Davis Capital Management | History | Reduced | 185 | 40 | 0.02% | 0.03% | 575 | -11 | -5.61% | Q3 2026 | Oct 08, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 170 | 38 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clark Wealth Partners | History | No change | 169 | 38 | 0.02% | 0.02% | 577 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 161 | 36 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vanguard National Trust Co | History | No change | 163 | 36 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atomic Invest LLC | History | No change | 158 | 36 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Founders Financial Alliance, LLC | History | No change | 160 | 35 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 155 | 34 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UMB Bank, n.a. | History | No change | 148 | 33 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 150 | 33 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 150 | 33 | 0.01% | 0.01% | 585 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 146 | 32 | 0.02% | 0.02% | 586 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 141 | 31 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 140 | 31 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paladin Advisory Group, LLC | History | No change | 136 | 30 | 0.02% | 0.02% | 589 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LifeSteps Financial, Inc. | History | No change | 132 | 29 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 121 | 27 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 114 | 26 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 116 | 26 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 114 | 25 | 0.02% | 0.02% | 594 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Breakwater Investment Management | History | No change | 115 | 25 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 110 | 24 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 107 | 23 | 0.01% | 0.01% | 599 | +1 | 0.94% | Q3 2026 | Oct 07, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 105 | 23 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NFSG Corp | History | No change | 105 | 23 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 102 | 23 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Harborfront Financial Group LLC | History | No change | 104 | 23 | 0.09% | 0.09% | 601 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 100 | 22 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 100 | 22 | 0.01% | 0.01% | 603 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 101 | 22 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Park Place Capital Corp | History | No change | 100 | 22 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 100 | 22 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHP Wealth Management | History | No change | 94 | 21 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Byrne Asset Management LLC | History | No change | 100 | 21 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Front Row Advisors LLC | History | No change | 90 | 20 | 0.01% | 0.01% | 609 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 91 | 20 | 0.01% | 0.01% | 610 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 92 | 20 | 0.01% | 0.01% | 611 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 86 | 19 | 0.01% | 0.01% | 612 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glassman Wealth Services | History | No change | 86 | 19 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 84 | 18 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BESSEMER GROUP INC | History | No change | 75 | 17 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 70 | 15 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 69 | 15 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NBT BANK, N.A. | History | No change | 66 | 14 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 66 | 14 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JDM Financial Group LLC | History | No change | 65 | 14 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 63 | 14 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 64 | 14 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 60 | 13 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 62 | 13 | 0.01% | 0.01% | 624 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 57 | 12 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | No change | 57 | 12 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 50 | 11 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New Hampshire | History | New | 47 | 10 | 0.0% | — | 630 | +47 | New | Q3 2026 | Oct 06, 2026 |
| Providence Capital Advisors, LLC | History | No change | 45 | 10 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ankerstar Wealth, LLC | History | No change | 47 | 10 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 43 | 9 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 42 | 9 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Key FInancial Inc | History | No change | 37 | 8 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthCollab, LLC | History | No change | 37 | 8 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 36 | 8 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 34 | 7 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 32 | 7 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cheviot Value Management, LLC | History | No change | 35 | 7 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caldwell Trust Co | History | No change | 35 | 7 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 34 | 7 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 27 | 6 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 30 | 6 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 28 | 6 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 24 | 5 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 23 | 5 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JNBA Financial Advisors | History | No change | 24 | 5 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 25 | 5 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Founders Capital Management | History | No change | 25 | 5 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| High Note Wealth, LLC | History | No change | 26 | 5 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valued Wealth Advisors LLC | History | No change | 24 | 5 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 25 | 5 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olistico Wealth, LLC | History | No change | 21 | 4 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Robinswood Financial LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 14 | 3 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abound Wealth Management | History | No change | 17 | 3 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Allied Private Wealth LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITY HOLDING CO | History | No change | 10 | 2 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 662 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Independence Bank of Kentucky | History | No change | 13 | 2 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 13 | 2 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 8 | 1 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mechanics Financial Corp | History | No change | 6 | 1 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hara Capital LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |