VANGUARD TAX-MANAGED FUNDS - VEA
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 | 201,617,733 | 14,365,263 | 0.93% | 0.93% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 138,727,174 | 9,884,311 | 16.72% | 16.72% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 116,981,979 | 8,334,965 | 4.87% | 4.87% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 88,111,242 | 6,277,926 | 1.48% | 1.48% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 73,490,701 | 5,236,212 | 0.28% | 0.28% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 66,823,471 | 4,761,172 | 2.54% | 2.54% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 58,220,511 | 4,148,211 | 7.97% | 7.97% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 57,998,723 | 4,132,408 | 0.67% | 0.67% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 56,820,243 | 4,010,631 | 1.61% | 1.61% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 53,763,923 | 3,830,679 | 0.45% | 0.45% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 46,391,963 | 3,305,426 | 0.49% | 0.49% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 37,068,072 | 2,641,019 | 2.77% | 2.77% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 36,559,773 | 2,604,883 | 3.22% | 3.22% | 13 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 31,653,334 | 2,255,300 | 0.2% | 0.2% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 30,895,904 | 2,201,333 | 0.28% | 0.28% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 30,587,929 | 2,179,385 | 3.33% | 3.33% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 29,867,238 | 2,128,040 | 2.95% | 2.95% | 17 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| LPL Financial LLC | History | No change | 28,400,304 | 2,023,521 | 0.45% | 0.45% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 24,855,847 | 1,771,006 | 1.56% | 1.56% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 22,461,369 | 1,600,372 | 2.2% | 2.2% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 21,440,111 | 1,527,739 | 1.85% | 1.85% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 21,202,907 | 1,510,707 | 0.7% | 0.7% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 20,266,641 | 1,443,998 | 4.97% | 4.97% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 16,668,145 | 1,187,605 | 1.49% | 1.49% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,278,745 | 1,159,860 | 0.31% | 0.31% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 15,979,954 | 1,138,571 | 24.28% | 24.28% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 15,957,899 | 1,131,734 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 15,745,161 | 1,123,024 | 0.23% | 0.23% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 15,662,182 | 1,115,930 | 6.14% | 6.14% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Facet Wealth, Inc. | History | No change | 15,511,173 | 1,105,171 | 15.84% | 15.84% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 15,510,513 | 1,105,124 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 15,098,458 | 1,075,765 | 10.3% | 10.3% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 13,000,607 | 926,293 | 19.55% | 19.55% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 12,907,577 | 919,664 | 0.15% | 0.15% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 12,125,742 | 863,959 | 9.17% | 9.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 11,918,550 | 849,196 | 0.87% | 0.87% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 11,632,063 | 828,784 | 0.8% | 0.8% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 11,054,365 | 787,623 | 10.35% | 10.35% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 10,957,948 | 780,753 | 5.78% | 5.78% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 10,411,578 | 741,825 | 0.81% | 0.81% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 10,246,137 | 730,083 | 0.57% | 0.57% | 41 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Fisher Asset Management, LLC | History | No change | 9,551,551 | 680,548 | 0.2% | 0.2% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 9,431,210 | 671,973 | 9.7% | 9.7% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,151,096 | 652,015 | 1.33% | 1.33% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCS Capital Management LLC | History | No change | 9,107,726 | 648,925 | 6.13% | 6.13% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 9,030,217 | 643,402 | 3.84% | 3.84% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,817,419 | 628,241 | 0.31% | 0.31% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,382,284 | 597,240 | 0.5% | 0.5% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 8,337,316 | 592,997 | 0.72% | 0.72% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 8,149,716 | 580,667 | 0.53% | 0.53% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,886,050 | 570,555 | 10.82% | 10.82% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 8,233,142 | 559,916 | 1.64% | 1.64% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COUNTRY TRUST BANK | History | No change | 7,598,857 | 541,418 | 9.48% | 9.48% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,426,228 | 529,119 | 2.57% | 2.57% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 7,043,460 | 501,846 | 1.89% | 1.89% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WIT, LLC | History | No change | 6,727,096 | 479,305 | 7.66% | 7.66% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JMG Financial Group, Ltd. | History | No change | 6,253,672 | 445,574 | 10.76% | 10.76% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 6,188,985 | 440,965 | 1.45% | 1.45% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,925,426 | 422,251 | 0.5% | 0.5% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 5,747,711 | 409,524 | 0.7% | 0.7% | 60 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wedmont Private Capital | History | Added to | 5,824,638 | 406,909 | 9.73% | 10.27% | 61 | +552,116 | 10.47% | Q3 2026 | Oct 09, 2026 |
| M&T BANK CORP | History | No change | 5,618,163 | 400,294 | 1.17% | 1.17% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,486,055 | 390,880 | 1.14% | 1.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 6,036,446 | 386,815 | 0.13% | 0.13% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,257,397 | 374,589 | 4.0% | 4.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,088,641 | 362,565 | 0.59% | 0.59% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,066,216 | 360,967 | 1.68% | 1.68% | 67 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ballentine Partners, LLC | History | No change | 5,015,310 | 357,340 | 4.37% | 4.37% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,923,744 | 350,816 | 0.3% | 0.3% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,871,595 | 347,101 | 0.53% | 0.53% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 4,837,702 | 344,686 | 2.6% | 2.6% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,756,065 | 338,869 | 3.69% | 3.69% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creekmur Asset Management LLC | History | No change | 4,655 | 331,662 | 16.05% | 16.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 4,609,141 | 328,401 | 2.46% | 2.46% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ally Invest Advisors Inc. | History | No change | 4,566,227 | 325,343 | 19.64% | 19.64% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 4,460,771 | 317,829 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 4,453,914 | 317,341 | 3.86% | 3.86% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 4,372,783 | 311,560 | 1.06% | 1.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEPC LLC | History | No change | 4,298,995 | 306,303 | 5.72% | 5.72% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,291,023 | 305,735 | 0.8% | 0.8% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,234,171 | 301,684 | 0.36% | 0.36% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TFO Wealth Partners, LLC | History | No change | 4,233,276 | 301,620 | 32.81% | 32.81% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,082,103 | 290,849 | 1.98% | 1.98% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,071,099 | 287,460 | 2.03% | 1.96% | 84 | +554,664 | 15.77% | Q3 2026 | Oct 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,013,919 | 285,992 | 0.66% | 0.66% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,999,723 | 284,980 | 6.36% | 6.36% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,979,237 | 283,520 | 0.84% | 0.84% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3,755,844 | 267,603 | 6.48% | 6.48% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Linscomb Wealth, Inc. | History | No change | 3,728,468 | 265,653 | 11.51% | 11.51% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,583,905 | 255,353 | 0.49% | 0.49% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLB&B Advisors, LLC | History | No change | 3,576,217 | 254,805 | 9.33% | 9.33% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,603,602 | 253,759 | 0.67% | 0.67% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,530,275 | 251,532 | 1.39% | 1.39% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Johnson Financial Group, LLC | History | No change | 3,379,862 | 240,815 | 12.97% | 12.97% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,235,751 | 230,547 | 2.89% | 2.89% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 3,191,494 | 227,393 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Truepoint, Inc. | History | No change | 3,188,877 | 227,207 | 4.74% | 4.74% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,097,927 | 220,727 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 2,953,730 | 210,453 | 17.9% | 17.9% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 2,926,097 | 208,484 | 5.41% | 5.41% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,917,758 | 207,890 | 5.12% | 5.12% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foster Group, Inc. | History | No change | 2,884,528 | 205,522 | 5.46% | 5.46% | 102 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,859,219 | 203,719 | 1.56% | 1.56% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | No change | 2,720,053 | 193,803 | 15.21% | 15.21% | 104 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,716,005 | 193,515 | 9.92% | 9.92% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVIS R M INC | History | No change | 2,645,660 | 188,503 | 2.97% | 2.97% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 2,629,796 | 187,372 | 4.8% | 4.8% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EASTERN BANK | History | Added to | 2,575,255 | 181,838 | 2.76% | 2.79% | 108 | +20,744 | 0.81% | Q3 2026 | Oct 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,472,701 | 176,179 | 1.21% | 1.21% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| West Virginia University Foundation, Inc | History | No change | 2,462,855 | 175,478 | 14.34% | 14.34% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 2,413,619 | 171,970 | 2.16% | 2.16% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hills Bank & Trust Co | History | No change | 2,406,484 | 171,461 | 7.3% | 7.3% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,400,305 | 170,103 | 8.09% | 8.09% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF HAWAII | History | No change | 2,371,391 | 168,961 | 8.33% | 8.33% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,363,851 | 168,424 | 7.83% | 7.83% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,363,407 | 168,392 | 0.5% | 0.5% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,344,738 | 167,062 | 1.22% | 1.22% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,358,435 | 166,633 | 0.28% | 0.28% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,337,029 | 166,513 | 0.8% | 0.8% | 119 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Hirtle & Co., LLC | History | No change | 2,324,023 | 165,586 | 5.44% | 5.44% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,314,212 | 164,887 | 3.28% | 3.28% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,275,906 | 162,158 | 0.72% | 0.72% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,256,989 | 160,810 | 0.58% | 0.58% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 2,246,838 | 160,087 | 7.8% | 7.8% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JABODON PT CO | History | No change | 2,244,326 | 159,908 | 15.69% | 15.69% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steele Capital Management, Inc. | History | No change | 2,224,154 | 158,470 | 5.83% | 5.83% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HM PAYSON & CO | History | No change | 2,206,221 | 157,193 | 2.08% | 2.08% | 127 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 2,212,542 | 156,227 | 6.28% | 7.8% | 128 | -561,481 | -20.24% | Q3 2026 | Oct 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,146,728 | 152,954 | 1.84% | 1.84% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 2,106,653 | 150,099 | 2.81% | 2.81% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keewaydin Investments LLC | History | No change | 2,090,711 | 148,963 | 42.98% | 42.98% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fusion Family Wealth, LLC | History | No change | 1,954,410 | 139,251 | 9.25% | 9.25% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 1,920,532 | 136,837 | 2.63% | 2.63% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 1,916,431 | 136,544 | 0.56% | 0.56% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 1,903,904 | 135,653 | 2.38% | 2.38% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 1,910,931 | 135,523 | 4.46% | 4.46% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empowered Funds, LLC | History | No change | 1,899,607 | 135,346 | 0.71% | 0.71% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 1,804,841 | 128,594 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Employees Retirement System of Texas | History | No change | 1,798,331 | 128,131 | 1.02% | 1.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | No change | 1,779,207 | 126,768 | 7.34% | 7.34% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Midwest Trust Co | History | No change | 1,775,418 | 126,498 | 1.43% | 1.43% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMERCE BANK | History | No change | 1,735,215 | 123,634 | 0.54% | 0.54% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AGF MANAGEMENT LTD | History | No change | 1,729,995 | 123,262 | 0.48% | 0.48% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DT Investment Partners, LLC | History | No change | 1,715,376 | 122,220 | 9.11% | 9.11% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allen Investment Management, LLC | History | No change | 1,715,180 | 122,206 | 1.45% | 1.45% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN ADVISORY INC | History | No change | 1,689,996 | 120,412 | 0.19% | 0.19% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 1,687,906 | 120,263 | 2.17% | 2.17% | 147 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WHITTIER TRUST CO | History | No change | 1,670,862 | 120,118 | 1.18% | 1.18% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REBALANCE, LLC | History | No change | 1,661,823 | 118,404 | 6.21% | 6.21% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,608,770 | 114,624 | 1.15% | 1.15% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,590,523 | 113,324 | 2.45% | 2.45% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Reduced | 1,607,247 | 112,925 | 1.43% | 1.72% | 152 | -110,467 | -6.43% | Q3 2026 | Oct 08, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,570,715 | 111,913 | 6.11% | 6.11% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,555,850 | 110,854 | 9.4% | 9.4% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 1,546,237 | 110,169 | 1.4% | 1.4% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,507,164 | 107,385 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,502,910 | 107,082 | 0.35% | 0.35% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 1,480,541 | 105,488 | 15.61% | 15.61% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Range Advisory, LLC | History | No change | 1,480,458 | 105,482 | 12.56% | 12.56% | 159 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,482,965 | 104,712 | 2.76% | 2.81% | 160 | -41,130 | -2.7% | Q3 2026 | Oct 05, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 1,462,274 | 104,187 | 11.79% | 11.79% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 1,446,949 | 103,095 | 0.72% | 0.72% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,441,430 | 102,702 | 1.18% | 1.18% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 1,397,237 | 99,553 | 0.58% | 0.58% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 1,394,427 | 99,352 | 5.76% | 5.76% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 1,355,730 | 96,595 | 5.69% | 5.69% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arvest Bank Trust Division | History | No change | 1,347,312 | 95,995 | 4.68% | 4.68% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 1,334,367 | 95,070 | 1.04% | 1.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,325,531 | 94,444 | 1.15% | 1.15% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHAI TRUST CO LLC | History | No change | 1,325,001 | 94,406 | 6.49% | 6.49% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 1,321,242 | 94,138 | 5.56% | 5.56% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOFI WEALTH, LLC | History | No change | 1,254,919 | 89,412 | 3.6% | 3.6% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 1,250,803 | 89,119 | 9.56% | 9.56% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 1,250,000 | 89,062 | 3.52% | 3.52% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wallington Asset Management, LLC | History | No change | 1,249,145 | 89,001 | 10.93% | 10.93% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Klingman & Associates, LLC | History | No change | 1,245,724 | 88,757 | 3.78% | 3.78% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gilbert & Cook, Inc. | History | No change | 1,239,039 | 88,281 | 10.16% | 10.16% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Human Investing LLC | History | No change | 1,223,127 | 87,147 | 11.3% | 11.3% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CONNABLE OFFICE INC | History | No change | 1,219,655 | 86,900 | 7.65% | 7.65% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | No change | 1,211,354 | 86,309 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NICOLET BANKSHARES INC | History | No change | 1,188,926 | 85,308 | 2.71% | 2.71% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | No change | 1,190,853 | 84,848 | 1.17% | 1.17% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,186,398 | 84,530 | 0.79% | 0.79% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 1,184,896 | 84,423 | 3.12% | 3.12% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PROFFITT & GOODSON INC | History | No change | 1,171,878 | 83,496 | 11.47% | 11.47% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 1,176,580 | 83,078 | 6.86% | 6.43% | 186 | +86,572 | 7.94% | Q3 2026 | Oct 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 1,153,049 | 82,154 | 3.32% | 3.32% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LVW Advisors, LLC | History | No change | 1,140,123 | 81,233 | 7.02% | 7.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 1,138,763 | 81,136 | 0.81% | 0.81% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Private Trust Co. | History | Added to | 1,148,916 | 81,124 | 4.44% | 4.45% | 190 | +21,782 | 1.93% | Q3 2026 | Oct 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,138,865 | 81,105 | 0.14% | 0.14% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,137,280 | 81,031 | 0.37% | 0.37% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 1,136,261 | 80,958 | 4.09% | 4.09% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Compound Planning, Inc. | History | No change | 1,134,424 | 80,827 | 2.11% | 2.11% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brookstone Capital Management | History | No change | 1,133,889 | 80,789 | 0.81% | 0.81% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Adventist Health System/ West | History | No change | 1,131,440 | 80,615 | 12.63% | 12.63% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vision Capital Management, Inc. | History | No change | 1,131,158 | 80,594 | 9.2% | 9.2% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,118,625 | 79,702 | 2.96% | 2.96% | 198 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,119,310 | 79,224 | 1.48% | 1.48% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ellenbecker Investment Group | History | No change | 1,110,314 | 79,109 | 9.2% | 9.2% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sageworth Trust Co | History | No change | 1,104,193 | 78,673 | 3.1% | 3.1% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,102,572 | 78,558 | 1.05% | 1.05% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 1,094,124 | 77,956 | 13.27% | 13.27% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sepio Capital, LP | History | No change | 1,076,537 | 76,703 | 3.86% | 3.86% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tanager Wealth Management LLP | History | No change | 1,074,057 | 76,526 | 6.66% | 6.66% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 1,062,292 | 75,688 | 12.55% | 12.55% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kathmere Capital Management, LLC | History | No change | 1,048,879 | 74,732 | 3.95% | 3.95% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KWMG, LLC | History | Added to | 1,057,699 | 74,684 | 5.38% | 5.26% | 208 | +35,605 | 3.48% | Q3 2026 | Oct 07, 2026 |
| Trilogy Capital Inc. | History | No change | 1,046,829 | 74,586 | 2.9% | 2.9% | 209 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,045,750 | 74,509 | 1.68% | 1.68% | 210 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strategic Investment Advisors / MI | History | No change | 1,034,721 | 73,723 | 4.46% | 4.46% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,031,472 | 73,492 | 0.38% | 0.38% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Financial Advisors, LLC | History | No change | 1,026,448 | 73,134 | 11.11% | 11.11% | 213 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vise Technologies, Inc. | History | No change | 1,020,670 | 72,722 | 0.82% | 0.82% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coyle Financial Counsel LLC | History | No change | 1,011,315 | 72,056 | 13.15% | 13.15% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 1,011,182 | 72,046 | 3.56% | 3.56% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,010,101 | 71,969 | 2.42% | 2.42% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,008,618 | 71,864 | 0.33% | 0.33% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | No change | 986,146 | 70,262 | 12.0% | 12.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Charles Schwab Trust Co | History | No change | 979,852 | 69,814 | 3.89% | 3.89% | 220 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strid Group, LLC | History | No change | 969,998 | 69,112 | 7.67% | 7.67% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Western Trust Bank | History | No change | 966,922 | 68,893 | 3.36% | 3.36% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UMB Bank, n.a. | History | No change | 963,172 | 68,626 | 0.87% | 0.87% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 961,454 | 68,503 | 0.45% | 0.45% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 959,904 | 68,393 | 0.34% | 0.34% | 225 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 955,762 | 68,098 | 0.64% | 0.64% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 951,649 | 67,802 | 3.02% | 3.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELCH & FORBES LLC | History | No change | 950,233 | 67,704 | 0.82% | 0.82% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 943,131 | 67,189 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pine Ridge Advisers LLC | History | No change | 937,201 | 66,775 | 4.03% | 4.03% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 936,830 | 66,749 | 8.07% | 8.07% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | No change | 934,207 | 66,562 | 0.41% | 0.41% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALPS ADVISORS INC | History | No change | 931,616 | 66,377 | 0.31% | 0.31% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 926,704 | 66,027 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Advisors Network, Inc. | History | No change | 924,776 | 65,890 | 8.08% | 8.08% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 911,024 | 64,903 | 0.55% | 0.55% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 908,819 | 64,753 | 16.01% | 16.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gemmer Asset Management LLC | History | No change | 906,069 | 64,557 | 4.34% | 4.34% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avion Wealth | History | No change | 902,866 | 64,329 | 11.97% | 11.97% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | No change | 900,609 | 64,168 | 0.25% | 0.25% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 899,556 | 64,093 | 0.94% | 0.94% | 241 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 881,443 | 62,802 | 4.23% | 4.23% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | No change | 878,870 | 62,619 | 1.18% | 1.18% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Citizens Business Bank | History | No change | 877,904 | 62,550 | 9.42% | 9.42% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 875,725 | 62,395 | 0.31% | 0.31% | 245 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 875,203 | 62,358 | 2.72% | 2.72% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 869,861 | 61,977 | 5.25% | 5.25% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 863,323 | 61,511 | 7.75% | 7.75% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 861,421 | 61,376 | 11.28% | 11.28% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 862,689 | 60,914 | 4.81% | 4.78% | 250 | -1,045 | -0.12% | Q3 2026 | Oct 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 846,669 | 60,325 | 3.57% | 3.57% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Inherent Management Corp. | History | No change | 846,437 | 60,308 | 23.41% | 23.41% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Old Mission Investment Co LLC | History | No change | 845,497 | 60,241 | 12.54% | 12.54% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 844,316 | 60,157 | 2.2% | 2.2% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 837,457 | 59,669 | 0.37% | 0.37% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisors Capital Management, LLC | History | No change | 835,676 | 59,541 | 0.63% | 0.63% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobsen Capital Management | History | No change | 833,132 | 59,360 | 17.36% | 17.36% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OLIO Financial Planning | History | No change | 830,924 | 59,203 | 14.69% | 14.69% | 258 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 827,709 | 58,974 | 2.83% | 2.83% | 259 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Chandler Asset Management, Inc. | History | No change | 825,723 | 58,832 | 8.29% | 8.29% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keener Financial Planning LLC | History | No change | 824,065 | 58,714 | 21.0% | 21.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 822,286 | 58,587 | 9.19% | 9.19% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 808,390 | 57,597 | 1.32% | 1.32% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 803,226 | 57,229 | 1.1% | 1.1% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 803,015 | 57,214 | 0.63% | 0.63% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Journey Advisory Group, LLC | History | No change | 796,992 | 56,785 | 4.34% | 4.34% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trust Co | History | Added to | 803,966 | 56,768 | 4.94% | 5.12% | 267 | +7,625 | 0.96% | Q3 2026 | Oct 09, 2026 |
| World Investment Advisors | History | No change | 864,110 | 56,662 | 0.94% | 0.94% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 792,345 | 56,454 | 4.7% | 4.7% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 798,473 | 56,380 | 12.08% | 12.19% | 270 | +6,353 | 0.8% | Q3 2026 | Oct 07, 2026 |
| Lido Advisors, LLC | History | No change | 790,889 | 56,350 | 0.15% | 0.15% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parker Financial LLC | History | No change | 785,493 | 55,986 | 20.47% | 20.47% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 785,715 | 55,982 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nadler Financial Group, Inc. | History | No change | 778,567 | 55,472 | 4.7% | 4.7% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Bank & Trust | History | No change | 776,743 | 55,342 | 8.14% | 8.14% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Partners in Financial Planning | History | No change | 771,756 | 54,987 | 8.34% | 8.34% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Family Wealth, LLC | History | No change | 771,158 | 54,945 | 9.83% | 9.83% | 277 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 770,910 | 54,927 | 0.47% | 0.47% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cliffwater LLC | History | No change | 768,881 | 54,782 | 13.64% | 13.64% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 764,009 | 54,435 | 0.73% | 0.73% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 762,468 | 54,326 | 5.53% | 5.53% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TLT Family Holdco ULC | History | No change | 748,200 | 53,309 | 7.57% | 7.57% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brooklyn FI, LLC | History | No change | 756,154 | 53,277 | 9.74% | 9.74% | 283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 745,582 | 53,122 | 10.46% | 10.46% | 284 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PACK Private Wealth, LLC | History | No change | 744,441 | 53,041 | 21.97% | 21.97% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 743,059 | 52,942 | 3.32% | 3.32% | 286 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Perkins Coie Trust Co | History | No change | 738,394 | 52,610 | 8.72% | 8.72% | 287 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Matrix Trust Co | History | Reduced | 743,918 | 52,528 | 7.64% | 7.69% | 288 | -456 | -0.06% | Q3 2026 | Oct 07, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 736,827 | 52,498 | 6.97% | 6.97% | 289 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Roble, Belko & Company, Inc | History | No change | 722,252 | 51,460 | 5.56% | 5.56% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MAYPORT, LLC | History | No change | 721,836 | 51,430 | 7.98% | 7.98% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SoundView Advisors Inc. | History | No change | 717,468 | 51,119 | 16.66% | 16.66% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Planning Navigators CORP | History | No change | 711,256 | 50,676 | 18.97% | 18.97% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 706,718 | 50,353 | 19.68% | 19.68% | 294 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 703,640 | 50,134 | 0.86% | 0.86% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wolff Financial Management LLC | History | No change | 701,967 | 50,015 | 9.97% | 9.97% | 296 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Nelson Capital Management, LLC | History | No change | 694,445 | 49,479 | 5.43% | 5.43% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 694,424 | 49,248 | 0.14% | 0.14% | 298 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bogart Wealth, LLC | History | No change | 690,345 | 49,187 | 1.69% | 1.69% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Attessa Capital LLC | History | Added to | 696,154 | 49,155 | 21.09% | 21.11% | 300 | +35,778 | 5.42% | Q3 2026 | Oct 08, 2026 |
| Inlight Wealth Management, LLC | History | No change | 689,068 | 49,096 | 15.61% | 15.61% | 301 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Advisory Corp | History | No change | 688,765 | 49,074 | 6.51% | 6.51% | 302 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 687,056 | 48,953 | 0.45% | 0.45% | 303 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 687,039 | 48,951 | 2.51% | 2.51% | 304 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gotham Asset Management, LLC | History | No change | 682,243 | 48,609 | 0.11% | 0.11% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Permanent Capital Management, LP | History | No change | 675,379 | 48,120 | 6.44% | 6.44% | 306 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arlington Trust Co LLC | History | No change | 673,164 | 47,962 | 4.05% | 4.05% | 307 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealth Architects, LLC | History | No change | 672,455 | 47,912 | 3.78% | 3.78% | 308 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| a16z Perennial Management, L.P. | History | No change | 667,483 | 47,463 | 3.84% | 3.84% | 309 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 663,218 | 47,254 | 0.74% | 0.74% | 310 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Operose Advisors LLC | History | No change | 662,889 | 47,231 | 9.13% | 9.13% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 662,188 | 47,180 | 3.93% | 3.93% | 312 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 660,508 | 47,061 | 0.6% | 0.6% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 655,790 | 46,725 | 0.55% | 0.55% | 314 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 651,934 | 46,450 | 0.08% | 0.08% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 651,601 | 46,426 | 0.33% | 0.33% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 647,837 | 46,158 | 4.03% | 4.03% | 317 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Choate Investment Advisors | History | No change | 647,439 | 46,130 | 0.81% | 0.81% | 318 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 649,613 | 45,869 | 3.45% | 3.4% | 319 | +3,504 | 0.54% | Q3 2026 | Oct 08, 2026 |
| Avior Wealth Management, LLC | History | No change | 645,233 | 45,846 | 1.21% | 1.21% | 320 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 640,478 | 45,634 | 1.22% | 1.22% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GP Brinson Investments LLC | History | Reduced | 643,764 | 45,456 | 19.42% | 22.63% | 322 | -134,012 | -17.23% | Q3 2026 | Oct 01, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 637,314 | 45,408 | 0.07% | 0.07% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 636,809 | 45,372 | 0.53% | 0.53% | 324 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 634,911 | 45,237 | 4.34% | 4.34% | 325 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 634,862 | 45,233 | 8.08% | 8.08% | 326 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Horizon Investments, LLC | History | No change | 632,387 | 45,057 | 0.49% | 0.49% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 631,743 | 45,011 | 12.04% | 12.04% | 328 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wiser Wealth Management, Inc | History | No change | 630,260 | 44,906 | 8.59% | 8.59% | 329 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 625,958 | 44,599 | 0.68% | 0.68% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integris Wealth Management, LLC | History | No change | 623,449 | 44,420 | 8.97% | 8.97% | 331 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sage Mountain Advisors LLC | History | No change | 622,002 | 44,317 | 2.73% | 2.73% | 332 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SilverOak Wealth Management LLC | History | No change | 621,712 | 44,296 | 5.7% | 5.7% | 333 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 626,462 | 44,234 | 7.16% | 7.13% | 334 | +11,551 | 1.88% | Q3 2026 | Oct 08, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 619,357 | 44,129 | 14.12% | 14.12% | 335 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 619,038 | 44,106 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JRM Investment Counsel, LLC | History | No change | 618,971 | 44,101 | 10.67% | 10.67% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1ST SOURCE BANK | History | No change | 616,372 | 43,916 | 1.99% | 1.99% | 338 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evolution Advisers, Inc. | History | No change | 616,125 | 43,898 | 16.14% | 16.14% | 339 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RPTC Inc. | History | No change | 611,154 | 43,544 | 7.33% | 7.33% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | No change | 615,440 | 43,534 | 5.13% | 5.13% | 341 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 609,022 | 43,392 | 1.59% | 1.59% | 342 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 614,381 | 43,368 | 14.75% | 14.75% | 343 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 607,698 | 43,298 | 7.47% | 7.47% | 344 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 607,015 | 43,244 | 14.9% | 14.9% | 345 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 603,744 | 43,016 | 2.31% | 2.31% | 346 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cascade Financial Partners, LLC | History | No change | 599,843 | 42,738 | 3.71% | 3.71% | 347 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VestGen Advisors, LLC | History | No change | 598,073 | 42,612 | 1.24% | 1.24% | 348 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 597,337 | 42,560 | 0.2% | 0.2% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William Mack & Associates, Inc. | History | No change | 596,739 | 42,517 | 14.99% | 14.99% | 350 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 598,587 | 42,266 | 0.89% | 0.87% | 351 | +20,145 | 3.48% | Q3 2026 | Oct 08, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 590,999 | 42,108 | 9.45% | 9.45% | 352 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 589,493 | 42,001 | 2.83% | 2.83% | 353 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 586,614 | 41,796 | 4.84% | 4.84% | 354 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 586,087 | 41,758 | 2.34% | 2.34% | 355 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 586,010 | 41,753 | 1.18% | 1.18% | 356 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mascoma Wealth Management LLC | History | No change | 580,644 | 41,370 | 7.67% | 7.67% | 357 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apriem Advisors | History | No change | 578,734 | 41,234 | 3.57% | 3.57% | 358 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 574,081 | 40,903 | 6.8% | 6.8% | 359 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caprock Group, LLC | History | No change | 571,191 | 40,696 | 0.78% | 0.78% | 360 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 567,803 | 40,455 | 0.44% | 0.44% | 361 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 565,404 | 40,285 | 0.76% | 0.76% | 362 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 564,827 | 40,242 | 2.7% | 2.7% | 363 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 565,376 | 39,921 | 1.11% | 1.13% | 364 | -9,912 | -1.72% | Q3 2026 | Oct 08, 2026 |
| Cambridge Advisors Inc. | History | No change | 556,878 | 39,677 | 6.82% | 6.82% | 365 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 555,333 | 39,567 | 12.42% | 12.42% | 366 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Savvy Advisors, Inc. | History | No change | 553,981 | 39,471 | 0.84% | 0.84% | 367 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Retirement, LLC | History | No change | 551,337 | 39,281 | 2.15% | 2.15% | 368 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 548,929 | 39,111 | 2.06% | 2.06% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abacus Planning Group, Inc. | History | No change | 547,917 | 39,039 | 4.83% | 4.83% | 370 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Argent Trust Co | History | No change | 547,446 | 39,005 | 1.13% | 1.13% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 543,085 | 38,694 | 0.59% | 0.59% | 372 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 540,385 | 38,502 | 0.64% | 0.64% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cordant, Inc. | History | No change | 538,283 | 38,352 | 13.81% | 13.81% | 374 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 537,227 | 38,277 | 12.92% | 12.92% | 375 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JNBA Financial Advisors | History | No change | 535,325 | 38,141 | 2.89% | 2.89% | 376 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 534,696 | 38,097 | 5.82% | 5.82% | 377 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 533,340 | 38,000 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 532,635 | 37,950 | 8.6% | 8.6% | 379 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 532,351 | 37,930 | 20.88% | 20.88% | 380 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 531,768 | 37,888 | 1.95% | 1.95% | 381 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 531,764 | 37,888 | 0.79% | 0.79% | 382 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ADVOCATE GROUP LLC | History | No change | 529,920 | 37,756 | 5.68% | 5.68% | 383 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 527,002 | 37,548 | 7.5% | 7.5% | 384 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 526,426 | 37,507 | 0.25% | 0.25% | 385 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Eagle Strategies LLC | History | No change | 526,378 | 37,504 | 3.73% | 3.73% | 386 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VPR Management LLC | History | No change | 525,600 | 37,449 | 15.04% | 15.04% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTRUST BANK NA | History | No change | 525,414 | 37,435 | 2.76% | 2.76% | 388 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Abound Wealth Management | History | No change | 521,591 | 37,163 | 7.38% | 7.38% | 389 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Affiance Financial, LLC | History | No change | 520,621 | 37,094 | 5.33% | 5.33% | 390 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 519,321 | 37,001 | 2.87% | 2.87% | 391 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Advisers, LLC | History | No change | 518,133 | 36,917 | 26.73% | 26.73% | 392 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First PREMIER Bank | History | No change | 518,011 | 36,908 | 5.97% | 5.97% | 393 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equita Financial Network, Inc. | History | No change | 516,519 | 36,801 | 10.22% | 10.22% | 394 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 514,683 | 36,671 | 0.68% | 0.68% | 395 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 512,747 | 36,533 | 1.35% | 1.35% | 396 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 516,490 | 36,469 | 2.57% | 2.53% | 397 | +10,017 | 1.98% | Q3 2026 | Oct 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 510,238 | 36,354 | 0.41% | 0.41% | 398 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 508,227 | 36,211 | 1.81% | 1.81% | 399 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 508,061 | 36,199 | 8.19% | 8.19% | 400 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fiera Capital Corp | History | No change | 506,560 | 36,092 | 0.13% | 0.13% | 401 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | No change | 504,500 | 35,945 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 502,897 | 35,831 | 1.64% | 1.64% | 403 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 500,268 | 35,644 | 0.57% | 0.57% | 404 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 498,983 | 35,552 | 8.52% | 8.52% | 405 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 506,314 | 35,441 | 0.59% | 0.59% | 406 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 506,314 | 35,441 | 0.59% | 0.59% | 407 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 496,567 | 35,380 | 1.3% | 1.3% | 408 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 496,007 | 35,340 | 13.32% | 13.32% | 409 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 495,812 | 35,326 | 0.16% | 0.16% | 410 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 495,560 | 35,308 | 0.43% | 0.43% | 411 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aufman Associates Inc | History | No change | 493,332 | 35,149 | 14.01% | 14.01% | 412 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Garde Capital, Inc. | History | No change | 486,096 | 34,634 | 1.55% | 1.55% | 413 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Level Financial Advisors | History | No change | 485,706 | 34,606 | 7.73% | 7.73% | 414 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 482,526 | 34,379 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VCI Wealth Management LLC | History | No change | 482,387 | 34,370 | 8.62% | 8.62% | 416 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 486,271 | 34,335 | 9.19% | 8.46% | 417 | -4,097 | -0.84% | Q3 2026 | Oct 09, 2026 |
| Berkshire Money Management, Inc. | History | No change | 481,545 | 34,310 | 3.13% | 3.13% | 418 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Montis Financial, LLC | History | No change | 478,810 | 34,115 | 6.98% | 6.98% | 419 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 474,958 | 33,840 | 0.69% | 0.69% | 420 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MYECFO, LLC | History | No change | 472,297 | 33,651 | 12.7% | 12.7% | 421 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 474,485 | 33,490 | 0.84% | 0.9% | 422 | -2,147 | -0.45% | Q3 2026 | Oct 07, 2026 |
| Axos Invest Inc. | History | No change | 468,067 | 33,349 | 24.41% | 24.41% | 423 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 467,923 | 33,339 | 0.15% | 0.15% | 424 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 464,462 | 33,092 | 1.84% | 1.84% | 425 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 463,206 | 33,003 | 0.49% | 0.49% | 426 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bellwether Advisors, LLC | History | No change | 461,032 | 32,848 | 4.87% | 4.87% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 457,396 | 32,589 | 0.95% | 0.95% | 428 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 457,159 | 32,572 | 1.17% | 1.17% | 429 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NorthRock Partners, LLC | History | No change | 453,208 | 32,291 | 0.47% | 0.47% | 430 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Trust | History | No change | 451,981 | 32,203 | 2.48% | 2.48% | 431 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Financial Planning Group LLC | History | No change | 450,640 | 32,128 | 16.31% | 16.31% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hassell Wealth Management, LLC | History | No change | 456,440 | 32,105 | 9.85% | 9.85% | 433 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TrustBank | History | No change | 450,418 | 32,092 | 10.89% | 10.89% | 434 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MCMORGAN & CO LLC | History | No change | 450,130 | 32,071 | 4.83% | 4.83% | 435 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 449,757 | 32,045 | 0.14% | 0.14% | 436 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Trust Co | History | No change | 448,608 | 31,963 | 2.77% | 2.77% | 437 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 445,636 | 31,751 | 7.1% | 7.1% | 438 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Financial Network, Inc. | History | No change | 445,510 | 31,742 | 0.98% | 0.98% | 439 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 442,574 | 31,533 | 13.45% | 13.45% | 440 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 71 West Capital Partners | History | No change | 441,918 | 31,486 | 1.09% | 1.09% | 441 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 441,569 | 31,461 | 6.26% | 6.26% | 442 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 440,370 | 31,376 | 0.36% | 0.36% | 443 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kopp Family Office, LLC | History | No change | 439,108 | 31,286 | 19.17% | 19.17% | 444 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LIBRA WEALTH LLC | History | No change | 437,774 | 31,191 | 7.97% | 7.97% | 445 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 436,379 | 31,092 | 6.47% | 6.47% | 446 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 435,092 | 31,000 | 1.68% | 1.68% | 447 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 433,363 | 30,877 | 0.25% | 0.25% | 448 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 425,817 | 30,807 | 18.35% | 18.35% | 449 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 431,372 | 30,735 | 2.0% | 2.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 429,486 | 30,600 | 0.33% | 0.33% | 451 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 428,798 | 30,551 | 0.36% | 0.36% | 452 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 427,314 | 30,446 | 0.33% | 0.33% | 453 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 427,105 | 30,431 | 2.57% | 2.57% | 454 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 421,536 | 30,034 | 2.85% | 2.85% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jordan Park Group LLC | History | No change | 421,224 | 30,012 | 1.52% | 1.52% | 456 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stephenson & Company, Inc. | History | No change | 420,205 | 29,939 | 14.03% | 14.03% | 457 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fiduciary Group, LLC | History | No change | 420,185 | 29,938 | 2.35% | 2.35% | 458 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Buchholz LLC | History | No change | 418,911 | 29,847 | 10.76% | 10.76% | 459 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 423,984 | 29,825 | 2.45% | 2.45% | 460 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 416,823 | 29,698 | 6.22% | 6.22% | 461 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 420,237 | 29,668 | 8.59% | 8.59% | 462 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Claro Advisors Inc. | History | No change | 415,569 | 29,609 | 3.11% | 3.11% | 463 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Warwick Investment Management, Inc. | History | No change | 413,994 | 29,497 | 3.31% | 3.31% | 464 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 414,301 | 29,336 | 1.96% | 1.96% | 465 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 411,307 | 29,305 | 5.22% | 5.22% | 466 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 404,895 | 28,848 | 1.65% | 1.65% | 467 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waterford Advisors, LLC | History | No change | 404,761 | 28,839 | 7.87% | 7.87% | 468 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twele Capital Management, Inc. | History | No change | 404,555 | 28,824 | 4.71% | 4.71% | 469 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 403,894 | 28,777 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Balentine LLC | History | No change | 403,837 | 28,773 | 1.02% | 1.02% | 471 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 403,485 | 28,748 | 0.45% | 0.45% | 472 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 403,062 | 28,718 | 4.55% | 4.55% | 473 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | No change | 401,505 | 28,607 | 12.59% | 12.59% | 474 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Level Wealth Management LLC | History | No change | 399,419 | 28,458 | 11.4% | 11.4% | 475 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Intergy Private Wealth, LLC | History | No change | 399,211 | 28,443 | 6.57% | 6.57% | 476 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rossmore Private Capital | History | No change | 396,688 | 28,264 | 2.29% | 2.29% | 477 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 399,440 | 28,204 | 0.77% | 0.42% | 478 | +188,872 | 89.7% | Q3 2026 | Oct 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 395,185 | 28,156 | 0.17% | 0.17% | 479 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Brucke Financial, Inc. | History | No change | 392,895 | 27,993 | 12.44% | 12.44% | 480 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DRAVO BAY LLC | History | No change | 391,609 | 27,902 | 9.66% | 9.66% | 481 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 390,820 | 27,845 | 2.18% | 2.18% | 482 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Fairway Wealth LLC | History | No change | 386,634 | 27,546 | 6.3% | 6.3% | 483 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 384,653 | 27,406 | 1.63% | 1.63% | 484 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 383,828 | 27,347 | 16.36% | 16.36% | 485 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 383,239 | 27,305 | 14.86% | 14.86% | 486 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 383,119 | 27,297 | 0.99% | 0.99% | 487 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 381,818 | 27,216 | 0.15% | 0.15% | 488 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 390,029 | 27,208 | 0.66% | 0.66% | 489 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 381,159 | 27,157 | 2.84% | 2.84% | 490 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 379,404 | 27,032 | 0.19% | 0.19% | 491 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Simmons Bank | History | No change | 376,964 | 26,858 | 1.53% | 1.53% | 492 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fort Point Capital Partners LLC | History | No change | 376,910 | 26,854 | 1.86% | 1.86% | 493 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Degree Advisors Inc | History | No change | 379,221 | 26,682 | 5.96% | 5.96% | 494 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Park Place Capital Corp | History | No change | 372,843 | 26,565 | 4.22% | 4.22% | 495 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 372,838 | 26,564 | 0.32% | 0.32% | 496 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hudock, Inc. | History | No change | 372,797 | 26,561 | 3.4% | 3.4% | 497 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CLARK ESTATES INC/NY | History | No change | 371,060 | 26,438 | 6.1% | 6.1% | 498 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 374,265 | 26,426 | 7.97% | 8.33% | 499 | +568 | 0.15% | Q3 2026 | Oct 01, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 369,453 | 26,323 | 6.97% | 6.97% | 500 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Aspen Grove Capital, LLC | History | No change | 367,542 | 26,188 | 3.77% | 3.77% | 501 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 366,465 | 26,110 | 0.19% | 0.19% | 502 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard National Trust Co | History | No change | 365,183 | 26,019 | 1.42% | 1.42% | 503 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orin Green Financial, LLC | History | No change | 364,728 | 25,986 | 9.59% | 9.59% | 504 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Guardian Wealth Advisors, LLC | History | No change | 363,141 | 25,873 | 12.95% | 12.95% | 505 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XY Planning Network, Inc. | History | No change | 363,090 | 25,870 | 3.25% | 3.25% | 506 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Applied Capital LLC | History | No change | 357,083 | 25,442 | 8.2% | 8.2% | 507 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aletheian Wealth Advisors LLC | History | Added to | 360,296 | 25,440 | 10.21% | 10.52% | 508 | +14,439 | 4.17% | Q3 2026 | Oct 08, 2026 |
| DMKC Advisory Services, LLC | History | No change | 356,354 | 25,390 | 4.79% | 4.79% | 509 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| American Money Management, LLC | History | No change | 355,550 | 25,332 | 3.62% | 3.62% | 510 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chesley Taft & Associates LLC | History | No change | 355,041 | 25,296 | 0.98% | 0.98% | 511 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Procyon Advisors, LLC | History | No change | 354,425 | 25,252 | 1.09% | 1.09% | 512 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 354,201 | 25,236 | 0.8% | 0.8% | 513 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 353,513 | 25,187 | 10.36% | 10.36% | 514 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 351,380 | 25,035 | 16.59% | 16.59% | 515 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 350,814 | 24,995 | 1.34% | 1.34% | 516 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Payne Capital Management, LLC | History | No change | 349,447 | 24,898 | 6.64% | 6.64% | 517 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Echo45 Advisors LLC | History | Added to | 351,516 | 24,820 | 11.31% | 12.89% | 518 | +1,163 | 0.33% | Q3 2026 | Oct 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 347,637 | 24,769 | 0.38% | 0.38% | 519 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crestmont Private Wealth LLC | History | No change | 345,012 | 24,582 | 6.9% | 6.9% | 520 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 342,359 | 24,393 | 8.53% | 8.53% | 521 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 341,708 | 24,346 | 0.25% | 0.25% | 522 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 339,630 | 24,198 | 10.48% | 10.48% | 523 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 339,367 | 24,179 | 2.25% | 2.25% | 524 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 335,605 | 23,911 | 0.06% | 0.06% | 525 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Global Advisors LLC | History | No change | 335,574 | 23,909 | 2.27% | 2.27% | 526 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastline Trust Co | History | Added to | 337,792 | 23,851 | 2.22% | 2.07% | 527 | +10,474 | 3.2% | Q3 2026 | Oct 01, 2026 |
| WARNER FINANCIAL, INC | History | No change | 333,534 | 23,764 | 6.99% | 6.99% | 528 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vilga Financial Planning LLC | History | Added to | 334,906 | 23,647 | 14.11% | 17.92% | 529 | +2,925 | 0.88% | Q3 2026 | Oct 08, 2026 |
| DiPaolo Financial Group, Inc. | History | No change | 331,457 | 23,616 | 15.43% | 15.43% | 530 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 331,101 | 23,590 | 0.33% | 0.33% | 531 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rinkey Investments | History | No change | 330,467 | 23,545 | 5.54% | 5.54% | 532 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 328,675 | 23,418 | 1.98% | 1.98% | 533 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accredited Investors Inc. | History | No change | 328,571 | 23,410 | 1.01% | 1.01% | 534 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 327,485 | 23,333 | 0.42% | 0.42% | 535 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kearns & Associates LLC | History | Added to | 328,777 | 23,215 | 10.67% | 10.93% | 536 | +83 | 0.03% | Q3 2026 | Oct 09, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 325,631 | 23,201 | 8.76% | 8.76% | 537 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | No change | 324,922 | 23,150 | 8.56% | 8.56% | 538 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YANKCOM Partnership | History | No change | 323,586 | 23,055 | 8.27% | 8.27% | 539 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 322,686 | 22,991 | 3.87% | 3.87% | 540 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aspire Private Capital, LLC | History | No change | 322,565 | 22,982 | 4.75% | 4.75% | 541 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arcataur Capital Management LLC | History | No change | 321,096 | 22,878 | 5.67% | 5.67% | 542 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bleakley Financial Group, LLC | History | No change | 320,883 | 22,862 | 0.29% | 0.29% | 543 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HT Partners LLC | History | No change | 320,380 | 22,827 | 6.32% | 6.32% | 544 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steffes Financial, Ltd. | History | No change | 319,617 | 22,772 | 9.83% | 9.83% | 545 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 321,626 | 22,710 | 12.09% | 11.92% | 546 | +1,649 | 0.52% | Q3 2026 | Oct 06, 2026 |
| Telos Capital Management, Inc. | History | No change | 316,442 | 22,546 | 1.99% | 1.99% | 547 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| True North Advisors, LLC | History | No change | 316,111 | 22,522 | 2.15% | 2.15% | 548 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Regal Investment Advisors LLC | History | No change | 315,638 | 22,489 | 1.17% | 1.17% | 549 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 314,916 | 22,437 | 4.33% | 4.33% | 550 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 314,757 | 22,426 | 5.17% | 5.17% | 551 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 314,123 | 22,381 | 0.67% | 0.67% | 552 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 313,295 | 22,307 | 1.18% | 1.18% | 553 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BAILARD, INC. | History | No change | 311,806 | 22,216 | 0.45% | 0.45% | 554 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Scott Capital Advisors, LLC | History | No change | 311,565 | 22,198 | 3.48% | 3.48% | 555 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Marathon Mission, Inc. | History | Added to | 313,945 | 22,167 | 11.18% | 11.07% | 556 | +2,700 | 0.87% | Q3 2026 | Oct 01, 2026 |
| HB Wealth Management, LLC | History | No change | 309,577 | 22,057 | 0.12% | 0.12% | 557 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hopwood Nicholas Hunter | History | No change | 308,894 | 22,008 | 6.04% | 6.04% | 558 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 307,522 | 21,910 | 0.86% | 0.86% | 559 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Latigo Investments, LLC | History | No change | 306,975 | 21,871 | 9.75% | 9.75% | 560 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Unconventional Investor, LLC | History | No change | 306,567 | 21,842 | 9.03% | 9.03% | 561 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sanchez Levi Garrett | History | No change | 305,851 | 21,791 | 11.83% | 11.83% | 562 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rodgers & Associates, LTD | History | No change | 305,643 | 21,777 | 1.98% | 1.98% | 563 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Thayer Partners, LLC / MA | History | No change | 305,387 | 21,758 | 9.01% | 9.01% | 564 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Wealth Group, LLC | History | No change | 303,158 | 21,599 | 4.41% | 4.41% | 565 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 302,571 | 21,558 | 4.06% | 4.06% | 566 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 299,510 | 21,340 | 0.6% | 0.6% | 567 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OPPENHEIMER & CO INC | History | No change | 298,618 | 21,276 | 0.23% | 0.23% | 568 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waterloo Capital, L.P. | History | No change | 298,504 | 21,268 | 1.2% | 1.2% | 569 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arlington Partners LLC | History | No change | 298,007 | 21,232 | 38.35% | 38.35% | 570 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 296,857 | 21,151 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 299,043 | 21,115 | 0.61% | 0.62% | 572 | +2,965 | 1.0% | Q3 2026 | Oct 08, 2026 |
| Stratos Investment Management, LLC | History | No change | 296,208 | 21,104 | 0.76% | 0.76% | 573 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CSM Advisors, LLC | History | No change | 294,443 | 20,979 | 0.45% | 0.45% | 574 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evercore Wealth Management, LLC | History | No change | 294,405 | 20,976 | 0.3% | 0.3% | 575 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 294,267 | 20,966 | 2.73% | 2.73% | 576 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 293,551 | 20,915 | 7.48% | 7.48% | 577 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ADE, LLC | History | No change | 293,441 | 20,907 | 8.83% | 8.83% | 578 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 293,192 | 20,889 | 0.38% | 0.38% | 579 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| National Philanthropic Trust | History | No change | 292,015 | 20,806 | 0.3% | 0.3% | 580 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 291,283 | 20,753 | 6.49% | 6.49% | 581 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TrueWealth Financial Partners | History | No change | 290,931 | 20,728 | 8.57% | 8.57% | 582 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 289,753 | 20,644 | 5.88% | 5.88% | 583 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | No change | 289,637 | 20,636 | 10.32% | 10.32% | 584 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Omnia Family Wealth, LLC | History | No change | 289,029 | 20,593 | 5.52% | 5.52% | 585 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RFG Advisory, LLC | History | No change | 288,751 | 20,573 | 0.32% | 0.32% | 586 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Enclave Advisors LLC | History | No change | 288,183 | 20,533 | 2.6% | 2.6% | 587 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| White Wing Wealth Management | History | No change | 288,188 | 20,533 | 10.71% | 10.71% | 588 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 284,974 | 20,304 | 5.05% | 5.05% | 589 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisor OS, LLC | History | No change | 284,318 | 20,257 | 1.35% | 1.35% | 590 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 316,001 | 20,249 | 0.82% | 0.82% | 591 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 285,552 | 20,162 | 8.09% | 8.15% | 592 | +13,621 | 5.01% | Q3 2026 | Oct 08, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 282,735 | 20,144 | 7.66% | 7.66% | 593 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kings Path Partners LLC | History | No change | 280,883 | 20,012 | 5.32% | 5.32% | 594 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | No change | 280,863 | 20,011 | 1.63% | 1.63% | 595 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Refined Wealth Management | History | No change | 280,248 | 19,967 | 12.05% | 12.05% | 596 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset Allocation Strategies LLC | History | No change | 278,220 | 19,823 | 3.05% | 3.05% | 597 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SMITH, MOORE & CO. | History | No change | 277,047 | 19,739 | 1.28% | 1.28% | 598 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 276,732 | 19,717 | 0.29% | 0.29% | 599 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carrera Capital Advisors | History | No change | 276,585 | 19,706 | 2.92% | 2.92% | 600 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 275,711 | 19,644 | 0.23% | 0.23% | 601 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 274,895 | 19,586 | 0.24% | 0.24% | 602 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. | History | No change | 273,651 | 19,497 | 15.75% | 15.75% | 603 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Battery Global Advisors, LLC | History | No change | 273,246 | 19,468 | 9.74% | 9.74% | 604 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 273,107 | 19,458 | 0.91% | 0.91% | 605 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 272,829 | 19,439 | 14.52% | 14.52% | 606 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 272,328 | 19,403 | 2.2% | 2.2% | 607 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | No change | 271,691 | 19,358 | 0.09% | 0.09% | 608 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rareview Capital LLC | History | No change | 338,468 | 19,296 | 10.79% | 10.79% | 609 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triad Wealth Partners, LLC | History | No change | 271,173 | 19,264 | 1.14% | 1.14% | 610 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 268,808 | 19,152 | 2.09% | 2.09% | 611 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 267,585 | 19,065 | 3.77% | 3.77% | 612 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gordian Advisors LLC | History | No change | 266,782 | 19,008 | 11.18% | 11.18% | 613 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealth Forward, LLC | History | No change | 266,252 | 18,970 | 9.45% | 9.45% | 614 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 268,475 | 18,957 | 2.33% | 2.52% | 615 | -418 | -0.16% | Q3 2026 | Oct 09, 2026 |
| Topsail Wealth Management, LLC | History | No change | 265,553 | 18,920 | 2.42% | 2.42% | 616 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Towerpoint Wealth, LLC | History | No change | 265,509 | 18,917 | 6.54% | 6.54% | 617 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Western Reserve Capital Management, LLC | History | No change | 265,276 | 18,900 | 14.01% | 14.01% | 618 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 264,808 | 18,867 | 0.53% | 0.53% | 619 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MSH Capital Advisors LLC | History | No change | 262,705 | 18,717 | 3.26% | 3.26% | 620 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rochester Wealth Strategies, LLC | History | No change | 262,284 | 18,687 | 10.34% | 10.34% | 621 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parkwood LLC | History | No change | 262,127 | 18,677 | 1.34% | 1.34% | 622 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Global Partners, LLC | History | No change | 261,939 | 18,663 | 7.05% | 7.05% | 623 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gould Capital, LLC | History | No change | 260,383 | 18,552 | 10.34% | 10.34% | 624 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 259,789 | 18,509 | 12.04% | 12.04% | 625 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 259,612 | 18,497 | 2.1% | 2.1% | 626 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 257,741 | 18,364 | 3.65% | 3.65% | 627 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| REDW Wealth LLC | History | No change | 256,551 | 18,279 | 6.55% | 6.55% | 628 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 255,515 | 18,205 | 9.0% | 9.0% | 629 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | No change | 255,269 | 18,187 | 0.34% | 0.34% | 630 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 256,008 | 18,076 | 7.02% | 7.05% | 631 | +5,444 | 2.17% | Q3 2026 | Oct 08, 2026 |
| FMA Wealth Management, LLC | History | No change | 253,441 | 18,057 | 11.56% | 11.56% | 632 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tandem Financial, LLC | History | No change | 251,962 | 17,952 | 5.4% | 5.4% | 633 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASPIRIANT, LLC | History | No change | 251,128 | 17,893 | 0.44% | 0.44% | 634 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 247,963 | 17,667 | 0.28% | 0.28% | 635 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FF Advisors,LLC | History | No change | 247,306 | 17,620 | 6.6% | 6.6% | 636 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vavra Capital Management, LLC | History | No change | 245,820 | 17,514 | 15.32% | 15.32% | 637 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 244,928 | 17,451 | 1.51% | 1.51% | 638 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 247,003 | 17,440 | 2.49% | 2.5% | 639 | -199 | -0.08% | Q3 2026 | Oct 09, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 244,220 | 17,400 | 3.15% | 3.15% | 640 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 243,750 | 17,367 | 6.42% | 6.42% | 641 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Miller Investment Management, LP | History | No change | 243,657 | 17,360 | 1.59% | 1.59% | 642 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TMB Capital Partners, LLC | History | No change | 240,270 | 17,119 | 5.34% | 5.34% | 643 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUB Investment Partners, LLC | History | No change | 238,898 | 17,021 | 0.31% | 0.31% | 644 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST HORIZON CORP | History | No change | 237,847 | 16,946 | 0.65% | 0.65% | 645 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Capital Management, LLC | History | No change | 237,724 | 16,937 | 6.1% | 6.1% | 646 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SouthState Bank Corp | History | No change | 236,472 | 16,848 | 0.7% | 0.7% | 647 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 236,419 | 16,844 | 4.98% | 4.98% | 648 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Financial Strategies CORP | History | No change | 235,150 | 16,754 | 8.33% | 8.33% | 649 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 234,811 | 16,730 | 0.02% | 0.02% | 650 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 234,679 | 16,720 | 13.45% | 13.45% | 651 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manske Wealth Management | History | No change | 234,410 | 16,701 | 4.15% | 4.15% | 652 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | No change | 234,089 | 16,678 | 12.87% | 12.87% | 653 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arrowroot Family Office, LLC | History | No change | 234,045 | 16,675 | 4.77% | 4.77% | 654 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 232,941 | 16,597 | 0.65% | 0.65% | 655 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| InvesTrust | History | No change | 232,340 | 16,554 | 6.37% | 6.37% | 656 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 232,243 | 16,547 | 0.03% | 0.03% | 657 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewSquare Capital LLC | History | No change | 231,783 | 16,514 | 1.22% | 1.22% | 658 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 229,104 | 16,323 | 0.27% | 0.27% | 659 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NWAM LLC | History | No change | 228,862 | 16,306 | 0.82% | 0.82% | 660 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Callan Family Office, LLC | History | No change | 228,443 | 16,276 | 0.32% | 0.32% | 661 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| P/E Global LLC | History | No change | 228,184 | 16,258 | 1.04% | 1.04% | 662 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IF Advisors, LLC | History | No change | 228,160 | 16,256 | 10.69% | 10.69% | 663 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone Summit Wealth LLC | History | No change | 227,588 | 16,215 | 4.12% | 4.12% | 664 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aerodigm Wealth, LLC | History | No change | 227,131 | 16,183 | 5.47% | 5.47% | 665 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CVA Family Office, LLC | History | No change | 226,494 | 16,137 | 1.46% | 1.46% | 666 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goldstone Financial Group, LLC | History | No change | 226,374 | 16,129 | 1.47% | 1.47% | 667 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 225,927 | 16,097 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 227,604 | 16,071 | 5.52% | 9.7% | 669 | -219,116 | -49.05% | Q3 2026 | Oct 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 225,486 | 16,065 | 0.11% | 0.11% | 670 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG HOLDINGS, INC. | History | No change | 225,297 | 16,052 | 3.37% | 3.37% | 671 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 224,996 | 16,030 | 1.51% | 1.51% | 672 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 223,679 | 15,937 | 0.59% | 0.59% | 673 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avestar Capital, LLC | History | No change | 223,640 | 15,934 | 0.89% | 0.89% | 674 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunesis Advisors, LLC | History | No change | 223,301 | 15,910 | 6.58% | 6.58% | 675 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fund Evaluation Group, LLC | History | No change | 222,587 | 15,859 | 0.43% | 0.43% | 676 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Thrive Capital Management, LLC | History | No change | 221,270 | 15,765 | 2.97% | 2.97% | 677 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Carroll Advisory Group, LLC | History | No change | 220,230 | 15,691 | 5.15% | 5.15% | 678 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Objectivity Squared, LLC | History | No change | 219,127 | 15,612 | 8.79% | 8.79% | 679 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Phoenix Wealth Advisors | History | No change | 218,785 | 15,588 | 5.26% | 5.26% | 680 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EJMK Ventures LLC | History | No change | 218,568 | 15,572 | 7.07% | 7.07% | 681 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co of the South | History | No change | 218,522 | 15,569 | 2.19% | 2.19% | 682 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| RiverGlades Family Offices LLC | History | No change | 218,465 | 15,565 | 7.14% | 7.14% | 683 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clarity Wealth Development LLC | History | No change | 218,102 | 15,539 | 8.63% | 8.63% | 684 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FCA CORP /TX | History | No change | 217,915 | 15,526 | 3.82% | 3.82% | 685 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fonville Wealth Management LLC | History | No change | 216,924 | 15,455 | 2.52% | 2.52% | 686 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 216,543 | 15,428 | 1.54% | 1.54% | 687 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CERTUITY, LLC | History | No change | 216,406 | 15,418 | 0.76% | 0.76% | 688 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 215,798 | 15,374 | 0.43% | 0.43% | 689 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Global Investments | History | No change | 214,351 | 15,272 | 0.83% | 0.83% | 690 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ferguson Shapiro LLC | History | No change | 213,192 | 15,189 | 4.44% | 4.44% | 691 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Horizons Wealth Management | History | New | 214,408 | 15,139 | 9.44% | — | 692 | +214,408 | New | Q3 2026 | Oct 05, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 212,133 | 15,114 | 8.31% | 8.31% | 693 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 211,941 | 15,100 | 0.04% | 0.04% | 694 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Live Oak Investment Partners | History | No change | 211,574 | 15,074 | 8.11% | 8.11% | 695 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 213,390 | 15,067 | 7.96% | 8.42% | 696 | -1,030 | -0.48% | Q3 2026 | Oct 07, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 211,295 | 15,054 | 0.36% | 0.36% | 697 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Planning Group LLC | History | No change | 211,676 | 14,921 | 1.88% | 1.88% | 698 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WESCAP Management Group, Inc. | History | No change | 209,256 | 14,909 | 2.78% | 2.78% | 699 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 209,011 | 14,892 | 0.11% | 0.11% | 700 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairlight Advisors | History | No change | 207,889 | 14,812 | 12.08% | 12.08% | 701 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 206,301 | 14,732 | 5.25% | 5.25% | 702 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tenon Financial LLC | History | No change | 206,582 | 14,718 | 4.73% | 4.73% | 703 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Redwood Investment Management, LLC | History | No change | 206,402 | 14,706 | 1.46% | 1.46% | 704 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 206,300 | 14,698 | 0.35% | 0.35% | 705 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 205,865 | 14,667 | 0.33% | 0.33% | 706 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 205,152 | 14,617 | 2.83% | 2.83% | 707 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 204,931 | 14,601 | 0.66% | 0.66% | 708 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | No change | 204,646 | 14,581 | 0.91% | 0.91% | 709 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DV EQUITIES, LLC | History | No change | 204,520 | 14,572 | 2.09% | 2.09% | 710 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 204,214 | 14,550 | 8.41% | 8.41% | 711 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 205,477 | 14,508 | 0.17% | 0.17% | 712 | +5,959 | 2.99% | Q3 2026 | Oct 05, 2026 |
| Wind River Trust Co | History | No change | 202,975 | 14,461 | 4.88% | 4.88% | 713 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 202,032 | 14,394 | 0.57% | 0.57% | 714 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 201,100 | 14,328 | 12.31% | 12.31% | 715 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Auour Investments LLC | History | No change | 200,386 | 14,277 | 4.09% | 4.09% | 716 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 200,123 | 14,258 | 0.21% | 0.21% | 717 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 202,400 | 14,240 | 0.02% | 0.02% | 718 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 198,842 | 14,167 | 0.47% | 0.47% | 719 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newport Capital Group, LLC | History | No change | 197,004 | 14,036 | 7.88% | 7.88% | 720 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Seven Post Investment Office LP | History | No change | 196,873 | 14,027 | 3.98% | 3.98% | 721 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Roundview Capital LLC | History | No change | 196,436 | 13,996 | 0.77% | 0.77% | 722 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 196,183 | 13,978 | 7.5% | 7.5% | 723 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Frisco Financial Planning LLC | History | Reduced | 197,054 | 13,913 | 10.83% | 10.83% | 724 | -4,660 | -2.31% | Q3 2026 | Oct 05, 2026 |
| IFG Advisors, LLC | History | No change | 194,702 | 13,872 | 1.91% | 1.91% | 725 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 193,580 | 13,792 | 0.04% | 0.04% | 726 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 193,511 | 13,787 | 3.87% | 3.87% | 727 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Western Wealth Management, LLC | History | No change | 193,126 | 13,760 | 0.45% | 0.45% | 728 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| K2 Financial Inc. | History | No change | 190,483 | 13,693 | 9.66% | 9.66% | 729 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capasso Planning Partners LLC | History | No change | 191,851 | 13,669 | 6.82% | 6.82% | 730 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ancora Advisors LLC | History | No change | 190,340 | 13,561 | 0.26% | 0.26% | 731 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stewardship Advisors, LLC | History | No change | 190,303 | 13,559 | 2.82% | 2.82% | 732 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Blueprint Investment Partners LLC | History | No change | 190,313 | 13,559 | 1.13% | 1.13% | 733 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 190,170 | 13,549 | 0.59% | 0.59% | 734 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 190,161 | 13,548 | 1.78% | 1.78% | 735 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIRCHBROOK, INC. | History | No change | 190,147 | 13,547 | 6.36% | 6.36% | 736 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 190,013 | 13,539 | 2.0% | 2.0% | 737 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 189,403 | 13,494 | 3.04% | 3.04% | 738 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Paulson Wealth Management Inc. | History | No change | 189,259 | 13,484 | 2.86% | 2.86% | 739 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pachira Investments Inc. | History | No change | 188,974 | 13,464 | 5.08% | 5.08% | 740 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 188,608 | 13,438 | 0.64% | 0.64% | 741 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | No change | 189,205 | 13,418 | 5.61% | 5.61% | 742 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centennial Bank/AR/ | History | No change | 187,432 | 13,354 | 4.3% | 4.3% | 743 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 188,796 | 13,330 | 0.89% | 0.9% | 744 | -6,010 | -3.09% | Q3 2026 | Oct 08, 2026 |
| PFW Advisors LLC | History | Added to | 188,593 | 13,316 | 3.95% | 3.91% | 745 | +156 | 0.08% | Q3 2026 | Oct 07, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 186,479 | 13,286 | 4.01% | 4.01% | 746 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CGN Advisors LLC | History | No change | 186,362 | 13,278 | 0.97% | 0.97% | 747 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 186,224 | 13,268 | 0.02% | 0.02% | 748 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 185,986 | 13,251 | 3.64% | 3.64% | 749 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Black Diamond Financial, LLC | History | No change | 185,940 | 13,248 | 1.17% | 1.17% | 750 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ally Financial Inc. | History | No change | 185,000 | 13,181 | 1.7% | 1.7% | 751 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 184,930 | 13,176 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 184,673 | 13,157 | 3.79% | 3.79% | 753 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avant Financial Advisors LLC | History | No change | 184,168 | 13,122 | 8.17% | 8.17% | 754 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Strategic Blueprint, LLC | History | No change | 184,164 | 13,121 | 0.66% | 0.66% | 755 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 184,134 | 13,119 | 1.07% | 1.07% | 756 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 183,718 | 13,089 | 8.56% | 8.56% | 757 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Grove Bank & Trust | History | Added to | 184,403 | 13,020 | 1.29% | 1.28% | 758 | +2,697 | 1.48% | Q3 2026 | Oct 08, 2026 |
| DAVENPORT & Co LLC | History | No change | 182,435 | 12,998 | 0.06% | 0.06% | 759 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 182,042 | 12,970 | 0.35% | 0.35% | 760 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HEADINVEST, LLC | History | No change | 181,699 | 12,946 | 2.41% | 2.41% | 761 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Values Added Financial LLC | History | No change | 181,468 | 12,929 | 4.67% | 4.67% | 762 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BKM Wealth Management, LLC | History | No change | 181,119 | 12,904 | 4.57% | 4.57% | 763 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 181,076 | 12,901 | 0.63% | 0.63% | 764 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 180,917 | 12,890 | 1.05% | 1.05% | 765 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 180,541 | 12,863 | 5.39% | 5.39% | 766 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 180,332 | 12,848 | 5.27% | 5.27% | 767 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 180,120 | 12,833 | 0.73% | 0.73% | 768 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Opus Capital Group, LLC | History | No change | 179,155 | 12,765 | 1.24% | 1.24% | 769 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aurelius Family Office LLC | History | No change | 178,831 | 12,741 | 5.02% | 5.02% | 770 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rose Capital Advisors LLC | History | No change | 178,645 | 12,728 | 6.38% | 6.38% | 771 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 178,459 | 12,715 | 1.31% | 1.31% | 772 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Timmons Wealth Management, LLC | History | No change | 177,973 | 12,680 | 9.28% | 9.28% | 773 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 177,947 | 12,678 | 1.86% | 1.86% | 774 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Advisors Network LLC | History | No change | 177,868 | 12,673 | 0.58% | 0.58% | 775 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STAR Financial Bank | History | No change | 177,861 | 12,672 | 5.16% | 5.16% | 776 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prudent Man Advisors, LLC | History | No change | 171,924 | 12,642 | 2.89% | 2.89% | 777 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 177,209 | 12,626 | 0.86% | 0.86% | 778 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Penserra Capital Management LLC | History | No change | 176,154 | 12,550 | 0.1% | 0.1% | 779 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 174,873 | 12,459 | 4.92% | 4.92% | 780 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 174,673 | 12,445 | 0.12% | 0.12% | 781 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 173,940 | 12,393 | 1.38% | 1.38% | 782 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 173,769 | 12,381 | 6.8% | 6.8% | 783 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CONNING INC. | History | No change | 173,517 | 12,363 | 0.37% | 0.37% | 784 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 173,045 | 12,329 | 1.95% | 1.95% | 785 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 172,820 | 12,313 | 0.79% | 0.79% | 786 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lansing Street Advisors | History | No change | 172,618 | 12,299 | 2.61% | 2.61% | 787 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bricktown Capital, LLC | History | No change | 172,264 | 12,273 | 2.22% | 2.22% | 788 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Invst, LLC | History | No change | 172,171 | 12,267 | 1.2% | 1.2% | 789 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mittelman Wealth Management | History | No change | 35,179 | 12,262 | 8.11% | 8.11% | 790 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Security Financial Services, INC. | History | No change | 171,163 | 12,195 | 1.69% | 1.69% | 791 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lexington Hill Partners, LLC | History | No change | 170,913 | 12,177 | 5.9% | 5.9% | 792 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 170,781 | 12,168 | 1.92% | 1.92% | 793 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 170,727 | 12,164 | 1.24% | 1.24% | 794 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 172,662 | 12,148 | 2.45% | 2.45% | 795 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kroeger Financial Partners | History | No change | 170,383 | 12,139 | 11.73% | 11.73% | 796 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| E&R Wealth Management, LLC | History | No change | 169,821 | 12,099 | 10.27% | 10.27% | 797 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elite Life Management LLC | History | No change | 167,050 | 12,086 | 14.15% | 14.15% | 798 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Twin Cities Retirement Group LLC | History | No change | 168,827 | 12,028 | 10.3% | 10.3% | 799 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Heritage Family Offices, LLP | History | No change | 168,696 | 12,019 | 4.64% | 4.64% | 800 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 168,696 | 12,019 | 4.65% | 4.65% | 801 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Talon Private Wealth, LLC | History | No change | 167,699 | 11,948 | 1.4% | 1.4% | 802 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Tilson Financial Group, Inc. | History | No change | 167,379 | 11,925 | 3.28% | 3.28% | 803 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tailwinds Wealth, LLC | History | No change | 167,051 | 11,902 | 7.03% | 7.03% | 804 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 171,709 | 11,877 | 7.24% | 7.24% | 805 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 166,333 | 11,851 | 7.23% | 7.23% | 806 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 165,795 | 11,812 | 0.3% | 0.3% | 807 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| St. Louis Trust Co | History | No change | 508,456 | 11,800 | 1.35% | 1.35% | 808 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 165,606 | 11,799 | 0.28% | 0.28% | 809 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 165,461 | 11,789 | 0.88% | 0.88% | 810 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 164,585 | 11,726 | 2.51% | 2.51% | 811 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CWA Asset Management Group, LLC | History | No change | 163,511 | 11,650 | 0.36% | 0.36% | 812 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| New Hampshire Trust | History | No change | 163,157 | 11,624 | 2.19% | 2.19% | 813 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Martel Wealth Advisors LLC | History | No change | 162,690 | 11,591 | 1.82% | 1.82% | 814 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tamar Securities, LLC | History | No change | 162,456 | 11,575 | 1.08% | 1.08% | 815 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 162,238 | 11,559 | 4.65% | 4.65% | 816 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 162,058 | 11,545 | 5.75% | 5.75% | 817 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Capital Analysts, LLC | History | No change | 161,947 | 11,538 | 0.27% | 0.27% | 818 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 161,295 | 11,492 | 0.57% | 0.57% | 819 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 160,701 | 11,449 | 1.01% | 1.01% | 820 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 163,306 | 11,439 | 2.39% | 2.39% | 821 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 159,953 | 11,396 | 2.13% | 2.13% | 822 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | No change | 159,948 | 11,396 | 0.44% | 0.44% | 823 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KilterHowling LLC | History | No change | 159,796 | 11,385 | 5.1% | 5.1% | 824 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 158,654 | 11,304 | 2.23% | 2.23% | 825 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 158,651 | 11,303 | 3.91% | 3.91% | 826 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 158,401 | 11,286 | 2.82% | 2.82% | 827 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 158,160 | 11,268 | 10.41% | 10.41% | 828 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farnam Financial LLC | History | No change | 157,375 | 11,212 | 8.18% | 8.18% | 829 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fairman Group, LLC | History | No change | 157,226 | 11,202 | 8.8% | 8.8% | 830 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tarbox Family Office, Inc. | History | No change | 157,159 | 11,197 | 1.6% | 1.6% | 831 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 157,079 | 11,191 | 1.23% | 1.23% | 832 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 157,066 | 11,190 | 0.74% | 0.74% | 833 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 156,941 | 11,182 | 0.44% | 0.44% | 834 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 157,483 | 11,168 | 0.36% | 0.36% | 835 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Campion Asset Management | History | No change | 156,504 | 11,150 | 6.8% | 6.8% | 836 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 156,389 | 11,142 | 0.18% | 0.18% | 837 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Community Financial Services Group, LLC | History | No change | 158,133 | 11,126 | 1.62% | 1.62% | 838 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 156,186 | 11,124 | 1.28% | 1.28% | 839 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 156,500 | 11,050 | 2.24% | 2.3% | 840 | -605 | -0.39% | Q3 2026 | Oct 07, 2026 |
| Florida Trust Wealth Management Co | History | No change | 154,304 | 10,994 | 0.27% | 0.27% | 841 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRANDYWINE TRUST CO | History | No change | 153,087 | 10,907 | 1.76% | 1.76% | 842 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 169,197 | 10,842 | 0.4% | 0.4% | 843 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roth Financial Partners LLC | History | Reduced | 152,923 | 10,811 | 3.23% | 3.28% | 844 | -1,779 | -1.15% | Q3 2026 | Oct 06, 2026 |
| 6th Street Advisors, LLC | History | No change | 151,441 | 10,790 | 6.2% | 6.2% | 845 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 151,998 | 10,732 | 1.92% | 2.04% | 846 | -1,829 | -1.19% | Q3 2026 | Oct 05, 2026 |
| SELDON CAPITAL LP | History | No change | 149,017 | 10,617 | 3.32% | 3.32% | 847 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 148,317 | 10,567 | 0.57% | 0.57% | 848 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 147,219 | 10,489 | 1.07% | 1.07% | 849 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlphaCore Capital LLC | History | No change | 147,167 | 10,485 | 0.19% | 0.19% | 850 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 260,571 | 10,477 | 5.03% | 5.03% | 851 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 146,976 | 10,472 | 1.98% | 1.98% | 852 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascent Group, LLC | History | No change | 146,086 | 10,408 | 0.31% | 0.31% | 853 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Resolute Advisors LLC | History | No change | 145,799 | 10,388 | 2.49% | 2.49% | 854 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 145,138 | 10,341 | 1.27% | 1.27% | 855 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighRoad Wealth Advisors, LLC | History | No change | 144,925 | 10,325 | 8.71% | 8.71% | 856 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 144,751 | 10,313 | 1.43% | 1.43% | 857 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 144,309 | 10,282 | 0.01% | 0.01% | 858 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waldron Private Wealth LLC | History | No change | 144,084 | 10,265 | 0.36% | 0.36% | 859 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nuveen, LLC | History | No change | 143,957 | 10,256 | 0.0% | 0.0% | 860 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COURIER CAPITAL LLC | History | No change | 143,659 | 10,235 | 0.51% | 0.51% | 861 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fullerton Advisors, LLC | History | No change | 143,358 | 10,214 | 9.55% | 9.55% | 862 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 143,644 | 10,187 | 0.55% | 0.55% | 863 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 142,415 | 10,147 | 2.54% | 2.54% | 864 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 142,371 | 10,143 | 0.38% | 0.38% | 865 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOEWS CORP /ADV | History | No change | 141,799 | 10,103 | 1.47% | 1.47% | 866 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 141,776 | 10,101 | 2.29% | 2.29% | 867 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rothschild Wealth LLC | History | No change | 141,696 | 10,095 | 0.81% | 0.81% | 868 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stembrook Asset Management, LLC | History | No change | 141,696 | 10,095 | 8.72% | 8.72% | 869 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BSW Wealth Partners | History | No change | 141,334 | 10,070 | 1.12% | 1.12% | 870 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 141,089 | 10,052 | 1.12% | 1.12% | 871 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 140,923 | 10,040 | 0.08% | 0.08% | 872 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 140,869 | 10,036 | 2.67% | 2.67% | 873 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 140,368 | 10,001 | 0.48% | 0.48% | 874 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Plum Street Advisors, LLC | History | No change | 140,046 | 9,978 | 3.19% | 3.19% | 875 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 142,721 | 9,959 | 0.2% | 0.2% | 876 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 139,576 | 9,944 | 0.15% | 0.15% | 877 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Haverford Trust Co | History | No change | 139,535 | 9,941 | 0.09% | 0.09% | 878 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 137,962 | 9,829 | 1.85% | 1.85% | 879 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sound Stewardship, LLC | History | No change | 137,663 | 9,808 | 4.05% | 4.05% | 880 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vectors Research Management, LLC | History | No change | 137,573 | 9,802 | 2.56% | 2.56% | 881 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 137,234 | 9,777 | 2.2% | 2.2% | 882 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 136,856 | 9,751 | 0.53% | 0.53% | 883 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Emprise Bank | History | Reduced | 137,704 | 9,723 | 3.72% | 3.7% | 884 | -3,335 | -2.36% | Q3 2026 | Oct 07, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 136,299 | 9,711 | 5.49% | 5.49% | 885 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BBR PARTNERS, LLC | History | No change | 135,752 | 9,672 | 0.45% | 0.45% | 886 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 135,731 | 9,670 | 3.33% | 3.33% | 887 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OxenFree Capital LLC | History | Added to | 135,769 | 9,654 | 4.17% | 4.2% | 888 | +6,443 | 4.98% | Q3 2026 | Oct 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 135,253 | 9,636 | 0.55% | 0.55% | 889 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 135,102 | 9,626 | 2.41% | 2.41% | 890 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strategent Financial, LLC | History | No change | 134,881 | 9,610 | 5.54% | 5.54% | 891 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creekside Partners | History | No change | 134,444 | 9,579 | 3.47% | 3.47% | 892 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Retirement Planning Group, LLC | History | No change | 134,316 | 9,570 | 0.24% | 0.24% | 893 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hamilton Wealth, LLC | History | No change | 134,097 | 9,554 | 1.75% | 1.75% | 894 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Joule Financial, LLC | History | No change | 133,661 | 9,523 | 2.58% | 2.58% | 895 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 134,015 | 9,462 | 3.64% | 3.08% | 896 | +29,883 | 28.7% | Q3 2026 | Oct 08, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 133,148 | 9,442 | 7.07% | 7.07% | 897 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 131,646 | 9,379 | 2.64% | 2.64% | 898 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Liberty Capital Management, Inc. | History | No change | 130,657 | 9,309 | 1.6% | 1.6% | 899 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JHP Wealth Management, LLC | History | No change | 130,399 | 9,290 | 7.61% | 7.61% | 900 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 130,065 | 9,267 | 0.96% | 0.96% | 901 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 130,018 | 9,263 | 2.19% | 2.19% | 902 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EPG Wealth Management LLC | History | No change | 128,857 | 9,181 | 2.2% | 2.2% | 903 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Caldwell Trust Co | History | No change | 128,768 | 9,174 | 0.74% | 0.74% | 904 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 146,150 | 9,103 | 0.2% | 0.2% | 905 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Optas, LLC | History | No change | 127,569 | 9,089 | 1.27% | 1.27% | 906 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fortis Advisors, LLC | History | No change | 127,303 | 9,070 | 4.25% | 4.25% | 907 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 126,873 | 9,039 | 3.67% | 3.67% | 908 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 126,593 | 9,019 | 0.56% | 0.56% | 909 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RHS Financial, LLC | History | No change | 126,127 | 8,986 | 3.63% | 3.63% | 910 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GenTrust, LLC | History | No change | 126,023 | 8,979 | 0.34% | 0.34% | 911 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advyzon Investment Management, LLC | History | No change | 126,023 | 8,979 | 0.65% | 0.65% | 912 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 126,000 | 8,977 | 3.2% | 3.2% | 913 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 125,905 | 8,970 | 0.55% | 0.55% | 914 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Finhabits Advisors LLC | History | No change | 125,849 | 8,966 | 7.54% | 7.54% | 915 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 125,786 | 8,962 | 1.58% | 1.58% | 916 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 125,658 | 8,953 | 0.11% | 0.11% | 917 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 125,021 | 8,907 | 0.38% | 0.38% | 918 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Veery Capital, LLC | History | Added to | 126,007 | 8,897 | 2.37% | 2.37% | 919 | +2,339 | 1.89% | Q3 2026 | Oct 07, 2026 |
| Lord & Richards Wealth Management, LLC | History | No change | 124,817 | 8,893 | 6.96% | 6.96% | 920 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Curi Capital, LLC | History | No change | 124,759 | 8,889 | 0.14% | 0.14% | 921 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farrell Financial LLC | History | No change | 123,979 | 8,833 | 4.78% | 4.78% | 922 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| American Investment Services, Inc. | History | No change | 123,861 | 8,825 | 1.86% | 1.86% | 923 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hobart Private Capital, LLC | History | No change | 123,023 | 8,765 | 1.5% | 1.5% | 924 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| STEPH & CO | History | Reduced | 123,832 | 8,743 | 2.23% | 2.26% | 925 | -1,708 | -1.36% | Q3 2026 | Oct 07, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 122,630 | 8,737 | 0.66% | 0.66% | 926 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 122,355 | 8,717 | 1.66% | 1.66% | 927 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 122,355 | 8,717 | 1.66% | 1.66% | 928 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 123,415 | 8,716 | 0.97% | 1.0% | 929 | +339 | 0.28% | Q3 2026 | Oct 08, 2026 |
| Latko Wealth Management, Ltd. | History | No change | 121,792 | 8,677 | 3.68% | 3.68% | 930 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Madrid Wealth Management, LLC | History | No change | 121,419 | 8,651 | 5.68% | 5.68% | 931 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jacobi Capital Management LLC | History | No change | 121,249 | 8,638 | 0.42% | 0.42% | 932 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 120,969 | 8,619 | 0.52% | 0.52% | 933 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RS CRUM INC. | History | No change | 120,847 | 8,610 | 1.61% | 1.61% | 934 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Family Office, LLC | History | No change | 120,355 | 8,575 | 3.44% | 3.44% | 935 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TPG Advisors LLC | History | No change | 120,142 | 8,560 | 4.7% | 4.7% | 936 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Narus Financial Partners, LLC | History | No change | 120,118 | 8,558 | 2.2% | 2.2% | 937 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 119,882 | 8,541 | 0.17% | 0.17% | 938 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Journey Beyond Wealth, LLC | History | No change | 119,521 | 8,515 | 6.65% | 6.65% | 939 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 118,526 | 8,444 | 4.19% | 4.19% | 940 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 118,423 | 8,437 | 2.4% | 2.4% | 941 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 117,852 | 8,396 | 3.9% | 3.9% | 942 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreFirst Bank & Trust | History | No change | 117,471 | 8,369 | 4.16% | 4.16% | 943 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 117,247 | 8,354 | 0.22% | 0.22% | 944 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 117,102 | 8,343 | 0.18% | 0.18% | 945 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 116,694 | 8,314 | 1.12% | 1.12% | 946 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 116,665 | 8,312 | 0.34% | 0.34% | 947 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 116,358 | 8,290 | 2.52% | 2.52% | 948 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 116,006 | 8,265 | 0.44% | 0.44% | 949 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Windsor Capital Management, LLC | History | No change | 115,808 | 8,251 | 2.14% | 2.14% | 950 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CITADEL ADVISORS LLC | History | No change | 115,795 | 8,250 | 0.0% | 0.0% | 951 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Lynx Investment Advisory | History | No change | 115,401 | 8,222 | 2.69% | 2.69% | 952 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SEMITAM BONAM LLC | History | No change | 114,509 | 8,158 | 5.99% | 5.99% | 953 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rock Creek Group LLC | History | No change | 114,304 | 8,144 | 0.82% | 0.82% | 954 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 114,282 | 8,142 | 1.89% | 1.89% | 955 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 114,219 | 8,138 | 1.98% | 1.98% | 956 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wright Wealth LLC | History | No change | 114,160 | 8,133 | 4.88% | 4.88% | 957 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cypress Wealth Services, LLC | History | No change | 114,099 | 8,129 | 1.0% | 1.0% | 958 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Westerkirk Capital Inc. | History | No change | 113,781 | 8,106 | 0.78% | 0.78% | 959 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | No change | 114,179 | 8,067 | 0.39% | 0.39% | 960 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 112,709 | 8,033 | 0.02% | 0.02% | 961 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 114,067 | 8,025 | 0.48% | 0.48% | 962 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marino Management, LLC | History | No change | 113,061 | 8,018 | 1.67% | 1.67% | 963 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Twin Tree Management, LP | History | No change | 112,500 | 8,015 | 0.15% | 0.15% | 964 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 112,261 | 7,998 | 0.53% | 0.53% | 965 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| River Street Advisors LLC | History | No change | 112,066 | 7,984 | 2.35% | 2.35% | 966 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Moors & Cabot, Inc. | History | No change | 111,647 | 7,954 | 0.31% | 0.31% | 967 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 111,504 | 7,944 | 0.92% | 0.92% | 968 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 110,997 | 7,908 | 5.13% | 5.13% | 969 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 111,457 | 7,870 | 0.74% | 0.74% | 970 | +322 | 0.29% | Q3 2026 | Oct 08, 2026 |
| Severin Investments, LLC | History | No change | 110,345 | 7,862 | 5.92% | 5.92% | 971 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 110,272 | 7,856 | 0.32% | 0.32% | 972 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PCM Encore, LLC | History | No change | 110,196 | 7,851 | 1.38% | 1.38% | 973 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manuka Financial, LLC | History | No change | 110,133 | 7,846 | 4.07% | 4.07% | 974 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 109,163 | 7,777 | 0.72% | 0.72% | 975 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 109,075 | 7,771 | 4.15% | 4.15% | 976 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 108,932 | 7,761 | 4.79% | 4.79% | 977 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Obermeyer Wealth Partners | History | No change | 108,524 | 7,732 | 0.32% | 0.32% | 978 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Enterprises, LLC | History | No change | 108,363 | 7,720 | 0.37% | 0.37% | 979 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| McNamara Financial Services, Inc. | History | No change | 108,344 | 7,719 | 1.33% | 1.33% | 980 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DBK Financial Counsel, LLC | History | No change | 108,103 | 7,702 | 6.46% | 6.46% | 981 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 107,880 | 7,686 | 2.59% | 2.59% | 982 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 107,554 | 7,663 | 0.72% | 0.72% | 983 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 107,529 | 7,661 | 2.58% | 2.58% | 984 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ironwood Financial, llc | History | No change | 109,375 | 7,629 | 1.19% | 1.19% | 985 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 106,443 | 7,584 | 0.82% | 0.82% | 986 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 106,298 | 7,573 | 5.1% | 5.1% | 987 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Certified Advisory Corp | History | No change | 106,082 | 7,558 | 0.61% | 0.61% | 988 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 106,037 | 7,555 | 0.63% | 0.63% | 989 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summitas Investment Management LLC | History | No change | 106,015 | 7,553 | 5.61% | 5.61% | 990 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 105,914 | 7,546 | 0.31% | 0.31% | 991 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 105,674 | 7,529 | 3.18% | 3.18% | 992 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 104,307 | 7,431 | 0.43% | 0.43% | 993 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Compass Financial Group, Inc. | History | No change | 104,107 | 7,417 | 3.13% | 3.13% | 994 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Regency Capital Management Inc.\DE | History | No change | 103,708 | 7,389 | 2.94% | 2.94% | 995 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 104,073 | 7,381 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | No change | 105,390 | 7,335 | 0.55% | 0.55% | 997 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 102,296 | 7,288 | 5.11% | 5.11% | 998 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 101,903 | 7,260 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 101,193 | 7,209 | 0.06% | 0.06% | 1000 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 101,163 | 7,207 | 0.26% | 0.26% | 1001 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| McAdam, LLC | History | No change | 101,085 | 7,202 | 0.28% | 0.28% | 1002 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meridian Wealth Management, LLC | History | No change | 101,859 | 7,199 | 0.22% | 0.22% | 1003 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strong Retirement Solutions LLC | History | Reduced | 101,854 | 7,191 | 4.04% | 5.08% | 1004 | -17,209 | -14.45% | Q3 2026 | Oct 07, 2026 |
| Astra Wealth Partners LLC | History | No change | 100,556 | 7,164 | 3.81% | 3.81% | 1005 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DRW Securities, LLC | History | No change | 100,334 | 7,148 | 0.17% | 0.17% | 1006 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 100,300 | 7,146 | 0.07% | 0.07% | 1007 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 100,101 | 7,132 | 3.51% | 3.51% | 1008 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| United Advisor Group, LLC | History | No change | 99,937 | 7,120 | 0.75% | 0.75% | 1009 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New Hampshire | History | Reduced | 100,405 | 7,089 | 1.53% | 1.52% | 1010 | -1,885 | -1.84% | Q3 2026 | Oct 06, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 99,374 | 7,080 | 5.46% | 5.46% | 1011 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trevian Wealth Management LLC | History | No change | 99,305 | 7,075 | 3.02% | 3.02% | 1012 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 99,229 | 7,070 | 1.42% | 1.42% | 1013 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Adelphi Trust Co | History | Added to | 99,975 | 7,059 | 4.65% | 4.54% | 1014 | +3,941 | 4.1% | Q3 2026 | Oct 05, 2026 |
| Layline Advisors, LLC | History | No change | 98,952 | 7,050 | 6.32% | 6.32% | 1015 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | History | No change | 98,688 | 7,031 | 0.32% | 0.32% | 1016 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 98,580 | 7,023 | 3.96% | 3.96% | 1017 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 98,564 | 7,022 | 3.01% | 3.01% | 1018 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 98,267 | 7,001 | 0.92% | 0.92% | 1019 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 98,071 | 6,987 | 0.13% | 0.13% | 1020 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversified Trust Co | History | No change | 97,556 | 6,950 | 0.11% | 0.11% | 1021 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Schuylkill Financial LLC | History | No change | 97,263 | 6,929 | 6.41% | 6.41% | 1022 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 97,107 | 6,918 | 0.15% | 0.15% | 1023 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| One Capital Management, LLC | History | No change | 107,785 | 6,906 | 0.19% | 0.19% | 1024 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Broadview Financial Management, LLC | History | No change | 96,920 | 6,905 | 4.22% | 4.22% | 1025 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ETF Store, Inc. | History | No change | 96,254 | 6,858 | 5.74% | 5.74% | 1026 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 95,913 | 6,833 | 0.33% | 0.33% | 1027 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 95,901 | 6,832 | 0.31% | 0.31% | 1028 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Balboa Wealth Partners | History | No change | 95,698 | 6,818 | 0.93% | 0.93% | 1029 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 95,467 | 6,802 | 0.44% | 0.44% | 1030 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 95,175 | 6,781 | 0.8% | 0.8% | 1031 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 95,127 | 6,777 | 2.98% | 2.98% | 1032 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 94,881 | 6,699 | 0.43% | 0.42% | 1033 | +6,700 | 7.6% | Q3 2026 | Oct 08, 2026 |
| SACHEM HILL LLC | History | No change | 93,996 | 6,697 | 1.19% | 1.19% | 1034 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 93,950 | 6,693 | 0.05% | 0.05% | 1035 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 93,700 | 6,676 | 2.44% | 2.44% | 1036 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 93,562 | 6,666 | 3.55% | 3.55% | 1037 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smithfield Trust Co | History | No change | 93,437 | 6,651 | 0.27% | 0.27% | 1038 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Walker Financial Services, Inc. | History | No change | 93,008 | 6,626 | 2.05% | 2.05% | 1039 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bakala Capital LLC | History | No change | 92,853 | 6,615 | 28.98% | 28.98% | 1040 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Insights, Inc. | History | No change | 92,812 | 6,612 | 1.74% | 1.74% | 1041 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| FC Advisory LLC | History | Added to | 93,199 | 6,580 | 1.72% | 1.71% | 1042 | +2,520 | 2.78% | Q3 2026 | Oct 05, 2026 |
| Single Point Partners, LLC | History | No change | 92,241 | 6,572 | 1.16% | 1.16% | 1043 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEST BANCORPORATION INC | History | No change | 92,168 | 6,566 | 2.81% | 2.81% | 1044 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 91,573 | 6,524 | 0.65% | 0.65% | 1045 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 91,505 | 6,519 | 2.08% | 2.08% | 1046 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stonekeep Investments, LLC | History | No change | 91,382 | 6,511 | 3.79% | 3.79% | 1047 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DDFG, Inc | History | No change | 91,376 | 6,510 | 1.29% | 1.29% | 1048 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LOM Asset Management Ltd | History | No change | 91,372 | 6,510 | 1.68% | 1.68% | 1049 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 91,722 | 6,476 | 0.09% | 0.08% | 1050 | +7,033 | 8.3% | Q3 2026 | Oct 08, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 90,579 | 6,453 | 0.92% | 0.92% | 1051 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 91,127 | 6,434 | 1.05% | 1.3% | 1052 | -17,734 | -16.29% | Q3 2026 | Oct 08, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 90,291 | 6,433 | 0.23% | 0.23% | 1053 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 89,975 | 6,410 | 10.21% | 10.21% | 1054 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 89,663 | 6,388 | 4.06% | 4.06% | 1055 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Symmetry Partners, LLC | History | No change | 89,604 | 6,384 | 0.33% | 0.33% | 1056 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 88,670 | 6,317 | 2.21% | 2.21% | 1057 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Americana Partners, LLC | History | No change | 88,645 | 6,316 | 0.14% | 0.14% | 1058 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essential Planning, LLC. | History | No change | 88,398 | 6,298 | 1.78% | 1.78% | 1059 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 87,227 | 6,214 | 3.86% | 3.86% | 1060 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 87,136 | 6,208 | 1.66% | 1.66% | 1061 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petros Family Wealth, LLC | History | No change | 87,034 | 6,201 | 3.79% | 3.79% | 1062 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 87,013 | 6,199 | 0.11% | 0.11% | 1063 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Alley Investment Management Company, LLC | History | No change | 86,863 | 6,188 | 0.72% | 0.72% | 1064 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 86,785 | 6,183 | 0.53% | 0.53% | 1065 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Climber Capital SA | History | No change | 86,707 | 6,165 | 3.77% | 3.77% | 1066 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARTHENON LLC | History | No change | 86,150 | 6,138 | 0.64% | 0.64% | 1067 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 85,593 | 6,098 | 0.27% | 0.27% | 1068 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JDM Financial Group LLC | History | No change | 85,512 | 6,092 | 2.08% | 2.08% | 1069 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 84,851 | 6,044 | 0.61% | 0.61% | 1070 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | No change | 84,349 | 6,009 | 0.24% | 0.24% | 1071 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 84,248 | 6,002 | 0.46% | 0.46% | 1072 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Traction Financial Partners, LLC | History | No change | 84,138 | 5,994 | 3.18% | 3.18% | 1073 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 83,987 | 5,984 | 0.9% | 0.9% | 1074 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Columbus Macro, LLC | History | No change | 83,840 | 5,973 | 0.58% | 0.58% | 1075 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Laurel Wealth Planning LLC | History | No change | 83,650 | 5,960 | 2.64% | 2.64% | 1076 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 83,217 | 5,930 | 1.47% | 1.47% | 1077 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| High Note Wealth, LLC | History | No change | 83,095 | 5,920 | 1.01% | 1.01% | 1078 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Donalies Financial Planning, LLC | History | No change | 83,096 | 5,920 | 4.36% | 4.36% | 1079 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 80,572 | 5,905 | 3.85% | 3.85% | 1080 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| James J. Burns & Company, LLC | History | No change | 82,796 | 5,899 | 0.64% | 0.64% | 1081 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 82,715 | 5,893 | 2.57% | 2.57% | 1082 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Northland Capital Management LLC | History | No change | 82,608 | 5,885 | 3.17% | 3.17% | 1083 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 82,532 | 5,880 | 0.27% | 0.27% | 1084 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Autumn Glory Partners, LLC | History | No change | 82,297 | 5,863 | 1.66% | 1.66% | 1085 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 82,225 | 5,858 | 0.96% | 0.96% | 1086 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Verum Partners LLC | History | No change | 82,156 | 5,853 | 0.88% | 0.88% | 1087 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 82,082 | 5,848 | 6.45% | 6.45% | 1088 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PAX Financial Group, LLC | History | No change | 81,981 | 5,841 | 0.87% | 0.87% | 1089 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 82,628 | 5,834 | 1.5% | 1.59% | 1090 | -4,388 | -5.04% | Q3 2026 | Oct 08, 2026 |
| Sagace Wealth Management LLC | History | No change | 81,811 | 5,829 | 3.66% | 3.66% | 1091 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 81,285 | 5,791 | 0.99% | 0.99% | 1092 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sellwood Investment Partners LLC | History | No change | 81,043 | 5,774 | 2.04% | 2.04% | 1093 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANE BROTHERS & CO INC | History | No change | 80,939 | 5,766 | 3.77% | 3.77% | 1094 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Life Planning Partners, Inc | History | No change | 80,913 | 5,765 | 4.28% | 4.28% | 1095 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 80,243 | 5,717 | 2.34% | 2.34% | 1096 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Financial Group LLC | History | No change | 80,147 | 5,710 | 0.64% | 0.64% | 1097 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Squire Investment Management Company, LLC | History | No change | 79,699 | 5,678 | 1.37% | 1.37% | 1098 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 79,593 | 5,663 | 0.02% | 0.02% | 1099 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 80,171 | 5,660 | 0.66% | 0.7% | 1100 | -2,871 | -3.46% | Q3 2026 | Oct 08, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 79,017 | 5,629 | 0.42% | 0.42% | 1101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 78,938 | 5,624 | 1.83% | 1.83% | 1102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 78,919 | 5,622 | 0.39% | 0.39% | 1103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 78,748 | 5,610 | 0.31% | 0.31% | 1104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 78,384 | 5,584 | 2.71% | 2.71% | 1105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 78,286 | 5,577 | 0.84% | 0.84% | 1106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 78,117 | 5,565 | 0.76% | 0.76% | 1107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 77,841 | 5,546 | 0.3% | 0.3% | 1108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Neuberger Berman Group LLC | History | No change | 77,683 | 5,534 | 0.0% | 0.0% | 1109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BTC Capital Management, Inc. | History | No change | 77,438 | 5,517 | 0.33% | 0.33% | 1110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 77,353 | 5,511 | 0.73% | 0.73% | 1111 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bravera Wealth | History | No change | 77,145 | 5,496 | 2.11% | 2.11% | 1112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Glassman Wealth Services | History | No change | 77,043 | 5,489 | 0.66% | 0.66% | 1113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneAscent Financial Services LLC | History | No change | 77,028 | 5,488 | 0.26% | 0.26% | 1114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 76,890 | 5,478 | 2.63% | 2.63% | 1115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 76,876 | 5,477 | 1.37% | 1.37% | 1116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Laraway Financial Advisors Inc | History | No change | 76,622 | 5,459 | 3.31% | 3.31% | 1117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SWMG, LLC | History | No change | 77,165 | 5,447 | 1.28% | 1.28% | 1118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prospera Financial Services Inc | History | No change | 76,354 | 5,441 | 0.08% | 0.08% | 1119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 76,352 | 5,440 | 0.33% | 0.33% | 1120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARIEL INVESTMENTS, LLC | History | No change | 75,980 | 5,413 | 0.05% | 0.05% | 1121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 75,967 | 5,412 | 1.38% | 1.38% | 1122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 75,986 | 5,409 | 0.01% | 0.01% | 1123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SteelPeak Wealth, LLC | History | No change | 75,839 | 5,403 | 0.14% | 0.14% | 1124 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 75,652 | 5,390 | 0.1% | 0.1% | 1125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | No change | 75,362 | 5,369 | 2.76% | 2.76% | 1126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 75,317 | 5,366 | 0.48% | 0.48% | 1127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 75,068 | 5,348 | 0.62% | 0.62% | 1128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 74,761 | 5,326 | 1.08% | 1.08% | 1129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 74,666 | 5,319 | 0.46% | 0.46% | 1130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 74,416 | 5,302 | 0.31% | 0.31% | 1131 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Proficio Capital Partners LLC | History | No change | 74,223 | 5,288 | 0.19% | 0.19% | 1132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graetz Wealth LLC | History | No change | 73,944 | 5,268 | 4.2% | 4.2% | 1133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evanson Financial, LLC | History | No change | 73,855 | 5,262 | 0.26% | 0.26% | 1134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | No change | 73,757 | 5,255 | 1.14% | 1.14% | 1135 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 71,467 | 5,255 | 0.27% | 0.27% | 1136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOS Asset Management, LLC | History | Reduced | 74,246 | 5,242 | 1.22% | 1.24% | 1137 | -747 | -1.0% | Q3 2026 | Oct 09, 2026 |
| Hughes Financial Services, LLC | History | No change | 73,369 | 5,227 | 0.69% | 0.69% | 1138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Disciplina Capital Management LLC | History | No change | 73,320 | 5,224 | 0.54% | 0.54% | 1139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| E&G Advisors, LLC | History | No change | 73,317 | 5,223 | 1.01% | 1.01% | 1140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 73,024 | 5,202 | 0.42% | 0.42% | 1141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Venture Visionary Partners LLC | History | Added to | 73,491 | 5,189 | 0.14% | 0.11% | 1142 | +16,627 | 29.24% | Q3 2026 | Oct 07, 2026 |
| Leeward Financial Partners, LLC | History | No change | 72,812 | 5,187 | 1.36% | 1.36% | 1143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Luminvest Wealth Management LLC | History | No change | 72,323 | 5,153 | 1.2% | 1.2% | 1144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 72,274 | 5,149 | 0.17% | 0.17% | 1145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 72,192 | 5,143 | 3.15% | 3.15% | 1146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Napier Financial, LLC | History | No change | 71,983 | 5,128 | 1.07% | 1.07% | 1147 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sincerus Advisory, LLC | History | Added to | 72,554 | 5,123 | 3.34% | 3.39% | 1148 | +2,425 | 3.46% | Q3 2026 | Oct 08, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 71,951 | 5,071 | 0.63% | 0.63% | 1149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockingstone Advisors LLC | History | No change | 71,024 | 5,060 | 2.03% | 2.03% | 1150 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 70,960 | 5,055 | 0.01% | 0.01% | 1151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 70,810 | 5,045 | 1.83% | 1.83% | 1152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 70,748 | 5,040 | 0.42% | 0.42% | 1153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 70,483 | 5,021 | 0.25% | 0.25% | 1154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 70,395 | 5,015 | 0.4% | 0.4% | 1155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 70,162 | 4,999 | 0.14% | 0.14% | 1156 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 70,764 | 4,996 | 0.55% | 0.4% | 1157 | +21,916 | 44.87% | Q3 2026 | Oct 07, 2026 |
| Prospera Capital Management, LLC | History | No change | 68,948 | 4,956 | 1.55% | 1.55% | 1158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 69,516 | 4,953 | 0.91% | 0.91% | 1159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Renasant Bank | History | No change | 69,514 | 4,952 | 3.18% | 3.18% | 1160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 69,138 | 4,926 | 0.09% | 0.09% | 1161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nova R Wealth, Inc. | History | No change | 68,955 | 4,913 | 1.43% | 1.43% | 1162 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITY HOLDING CO | History | No change | 68,551 | 4,883 | 0.55% | 0.55% | 1163 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 68,519 | 4,881 | 3.38% | 3.38% | 1164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perennial Advisors, LLC | History | No change | 68,254 | 4,863 | 0.75% | 0.75% | 1165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WESBANCO BANK INC | History | No change | 67,973 | 4,843 | 0.12% | 0.12% | 1166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Krane Financial Solutions LLC | History | No change | 67,865 | 4,835 | 2.98% | 2.98% | 1167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 67,778 | 4,829 | 1.66% | 1.66% | 1168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 67,657 | 4,820 | 0.39% | 0.39% | 1169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 67,228 | 4,789 | 4.02% | 4.02% | 1170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 66,935 | 4,769 | 1.59% | 1.59% | 1171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 66,927 | 4,768 | 3.37% | 3.37% | 1172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Magnus Financial Group LLC | History | No change | 66,496 | 4,737 | 0.34% | 0.34% | 1173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 66,466 | 4,735 | 0.32% | 0.32% | 1174 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Gold Investment Management Ltd. | History | No change | 66,412 | 4,731 | 1.28% | 1.28% | 1175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Barry Investment Advisors, LLC | History | No change | 66,214 | 4,717 | 0.99% | 0.99% | 1176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Performance Wealth Partners, LLC | History | No change | 66,175 | 4,715 | 0.12% | 0.12% | 1177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPWM LLC | History | No change | 66,057 | 4,706 | 1.04% | 1.04% | 1178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OPINICUS CAPITAL, INC. | History | No change | 65,900 | 4,695 | 2.51% | 2.51% | 1179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elm Partners Management LLC | History | No change | 65,799 | 4,688 | 0.14% | 0.14% | 1180 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Greenspring Advisors, LLC | History | No change | 65,627 | 4,675 | 0.26% | 0.26% | 1181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 65,589 | 4,673 | 2.06% | 2.06% | 1182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 64,984 | 4,630 | 0.22% | 0.22% | 1183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 64,833 | 4,619 | 0.69% | 0.69% | 1184 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Calydon Capital | History | No change | 64,628 | 4,604 | 0.67% | 0.67% | 1185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 64,361 | 4,585 | 0.28% | 0.28% | 1186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 64,217 | 4,575 | 3.08% | 3.08% | 1187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 64,168 | 4,571 | 0.67% | 0.67% | 1188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 64,153 | 4,570 | 1.2% | 1.2% | 1189 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 64,037 | 4,562 | 1.7% | 1.7% | 1190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alpine Bank Wealth Management | History | No change | 63,993 | 4,559 | 0.58% | 0.58% | 1191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 64,245 | 4,536 | 3.03% | 3.15% | 1192 | -1,534 | -2.33% | Q3 2026 | Oct 09, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 63,458 | 4,521 | 1.42% | 1.42% | 1193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 63,097 | 4,495 | 0.7% | 0.7% | 1194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VERITY Wealth Advisors | History | No change | 63,012 | 4,489 | 2.71% | 2.71% | 1195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Forum Financial Management, LP | History | No change | 62,912 | 4,482 | 0.06% | 0.06% | 1196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Manchester Capital Management LLC | History | No change | 62,686 | 4,466 | 0.58% | 0.58% | 1197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 62,586 | 4,459 | 0.56% | 0.56% | 1198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LCW Services, LLC | History | No change | 62,539 | 4,455 | 1.94% | 1.94% | 1199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quartz Partners, LLC | History | No change | 62,466 | 4,450 | 1.46% | 1.46% | 1200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 62,398 | 4,445 | 1.71% | 1.71% | 1201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneAscent Family Office, LLC | History | No change | 62,138 | 4,427 | 2.23% | 2.23% | 1202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 61,749 | 4,399 | 1.25% | 1.25% | 1203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 61,732 | 4,398 | 1.87% | 1.87% | 1204 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bath Savings Trust Co | History | Added to | 62,220 | 4,393 | 0.45% | 0.45% | 1205 | +1,143 | 1.87% | Q3 2026 | Oct 07, 2026 |
| Old Peak Finance LLC | History | No change | 61,506 | 4,382 | 2.12% | 2.12% | 1206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisory Group LLC | History | No change | 61,376 | 4,373 | 0.24% | 0.24% | 1207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 61,347 | 4,370 | 2.33% | 2.33% | 1208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| S.A. Mason LLC | History | No change | 61,131 | 4,355 | 1.34% | 1.34% | 1209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 61,073 | 4,351 | 1.22% | 1.22% | 1210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 61,070 | 4,351 | 0.89% | 0.89% | 1211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Essex Bank | History | No change | 60,837 | 4,334 | 0.94% | 0.94% | 1212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Shepherd Financial Partners LLC | History | No change | 60,784 | 4,330 | 0.36% | 0.36% | 1213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cushing Capital Partners, LLC | History | No change | 60,768 | 4,329 | 2.98% | 2.98% | 1214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 60,707 | 4,325 | 0.32% | 0.32% | 1215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | No change | 60,387 | 4,302 | 0.14% | 0.14% | 1216 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 60,192 | 4,288 | 0.39% | 0.39% | 1217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 60,159 | 4,286 | 3.2% | 3.2% | 1218 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Monument Capital Management | History | Reduced | 60,678 | 4,284 | 0.89% | 0.88% | 1219 | -739 | -1.2% | Q3 2026 | Oct 08, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 59,869 | 4,265 | 2.06% | 2.06% | 1220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boston Trust Walden Corp | History | No change | 59,678 | 4,252 | 0.03% | 0.03% | 1221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 156,405 | 4,252 | 1.4% | 1.4% | 1222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gray Private Wealth, LLC | History | No change | 59,292 | 4,224 | 1.83% | 1.83% | 1223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 59,247 | 4,221 | 0.53% | 0.53% | 1224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lodestone Wealth Management LLC | History | No change | 58,956 | 4,200 | 1.48% | 1.48% | 1225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aegis Wealth Management LLC | History | No change | 58,712 | 4,183 | 1.97% | 1.97% | 1226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JT Stratford LLC | History | No change | 58,695 | 4,182 | 0.46% | 0.46% | 1227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WP Advisors, LLC | History | No change | 58,663 | 4,179 | 1.01% | 1.01% | 1228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 58,615 | 4,176 | 0.43% | 0.43% | 1229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 59,026 | 4,167 | 0.16% | 0.17% | 1230 | -937 | -1.56% | Q3 2026 | Oct 05, 2026 |
| Mechanics Bank Trust Department | History | No change | 58,375 | 4,159 | 0.51% | 0.51% | 1231 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Morling Financial Advisors, LLC | History | No change | 58,356 | 4,157 | 1.15% | 1.15% | 1232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rothschild Capital Partners, LLC | History | No change | 58,340 | 4,156 | 0.89% | 0.89% | 1233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Coast Investments LLC | History | No change | 58,252 | 4,150 | 1.24% | 1.24% | 1234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Indivisible Partners | History | No change | 58,225 | 4,148 | 0.23% | 0.23% | 1235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| One Day In July LLC | History | No change | 58,194 | 4,146 | 0.29% | 0.29% | 1236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 57,909 | 4,126 | 2.0% | 2.0% | 1237 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 57,857 | 4,122 | 3.4% | 3.4% | 1238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Shepherd Street Advisors LLC | History | No change | 58,167 | 4,119 | 3.61% | 3.61% | 1239 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Frankly Finances, LLC | History | No change | 57,581 | 4,102 | 3.24% | 3.24% | 1240 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TPG Financial Advisors, LLC | History | No change | 57,539 | 4,099 | 1.22% | 1.22% | 1241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 57,310 | 4,083 | 1.59% | 1.59% | 1242 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 57,176 | 4,073 | 0.09% | 0.09% | 1243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berger Financial Group, Inc | History | No change | 57,151 | 4,072 | 0.21% | 0.21% | 1244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 57,044 | 4,064 | 1.27% | 1.27% | 1245 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SVB WEALTH LLC | History | No change | 56,824 | 4,048 | 0.26% | 0.26% | 1246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cove Private Wealth, LLC | History | No change | 56,795 | 4,046 | 0.78% | 0.78% | 1247 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 56,725 | 4,041 | 0.17% | 0.17% | 1248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 56,614 | 4,033 | 1.08% | 1.08% | 1249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 56,404 | 4,018 | 0.13% | 0.13% | 1250 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | No change | 56,290 | 4,010 | 0.2% | 0.2% | 1251 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Planning Project LLC | History | No change | 54,980 | 4,009 | 0.8% | 0.8% | 1252 | 0 | 0.0% | Q2 2026 | Sep 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 56,046 | 3,993 | 0.05% | 0.05% | 1253 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 55,990 | 3,989 | 1.22% | 1.22% | 1254 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 55,492 | 3,953 | 0.96% | 0.96% | 1255 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Belpointe Asset Management LLC | History | No change | 55,281 | 3,938 | 0.13% | 0.13% | 1256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PEOPLES BANK /OH | History | No change | 55,221 | 3,934 | 2.02% | 2.02% | 1257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 55,163 | 3,930 | 0.0% | 0.0% | 1258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 55,087 | 3,924 | 0.11% | 0.11% | 1259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| General Partner, Inc. | History | No change | 55,579 | 3,924 | 2.1% | 2.13% | 1260 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 55,011 | 3,919 | 0.11% | 0.11% | 1261 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aureus Asset Management, LLC | History | No change | 54,911 | 3,912 | 0.24% | 0.24% | 1262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stone Wealth Partners | History | No change | 54,876 | 3,910 | 2.86% | 2.86% | 1263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 54,822 | 3,906 | 0.93% | 0.93% | 1264 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BancFirst Trust & Investment Management | History | No change | 55,072 | 3,905 | 1.65% | 1.65% | 1265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 54,804 | 3,904 | 0.13% | 0.13% | 1266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Montecito Bank & Trust | History | Added to | 55,095 | 3,890 | 0.59% | 0.58% | 1267 | +839 | 1.55% | Q3 2026 | Oct 01, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 54,729 | 3,864 | 3.59% | 2.36% | 1268 | -3,055 | -5.29% | Q3 2026 | Oct 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 54,717 | 3,863 | 1.09% | 1.15% | 1269 | +962 | 1.79% | Q3 2026 | Oct 07, 2026 |
| Carr Financial Group Corp | History | No change | 54,192 | 3,861 | 0.89% | 0.89% | 1270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 55,065 | 3,841 | 0.27% | 0.27% | 1271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Weinberger Asset Management, Inc | History | No change | 54,337 | 3,837 | 1.23% | 1.23% | 1272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Falcon Wealth Planning | History | No change | 53,780 | 3,831 | 0.24% | 0.24% | 1273 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 53,466 | 3,809 | 0.46% | 0.46% | 1274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 53,432 | 3,807 | 0.01% | 0.01% | 1275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | No change | 53,356 | 3,801 | 1.28% | 1.28% | 1276 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 53,245 | 3,793 | 1.27% | 1.27% | 1277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 53,710 | 3,792 | 0.78% | 0.8% | 1278 | -1,021 | -1.87% | Q3 2026 | Oct 05, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 53,235 | 3,792 | 0.72% | 0.72% | 1279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 53,108 | 3,783 | 0.34% | 0.34% | 1280 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Uptown Financial Advisors LLC | History | No change | 53,094 | 3,782 | 2.49% | 2.49% | 1281 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Innova Wealth Partners | History | No change | 52,901 | 3,769 | 1.54% | 1.54% | 1282 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 52,892 | 3,768 | 0.23% | 0.23% | 1283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WorthPointe, LLC | History | No change | 52,781 | 3,760 | 0.94% | 0.94% | 1284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 52,716 | 3,756 | 0.35% | 0.35% | 1285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Palatine Hill Wealth Management, LLC | History | No change | 52,714 | 3,755 | 3.02% | 3.02% | 1286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 52,463 | 3,737 | 0.25% | 0.25% | 1287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shaker Financial Services, LLC | History | No change | 52,403 | 3,733 | 1.17% | 1.17% | 1288 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Firestone Capital Management | History | No change | 52,288 | 3,725 | 0.69% | 0.69% | 1289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Soltis Investment Advisors LLC | History | No change | 52,144 | 3,715 | 0.21% | 0.21% | 1290 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SEEDS INVESTOR LLC | History | No change | 51,751 | 3,687 | 0.38% | 0.38% | 1291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baron Wealth Management LLC | History | No change | 51,693 | 3,683 | 0.95% | 0.95% | 1292 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Asset Dedication, LLC | History | No change | 51,566 | 3,674 | 0.23% | 0.23% | 1293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 57,114 | 3,659 | 2.31% | 2.31% | 1294 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GREENLEAF TRUST | History | No change | 51,294 | 3,654 | 0.04% | 0.04% | 1295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 51,215 | 3,649 | 0.05% | 0.05% | 1296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 51,172 | 3,646 | 0.02% | 0.02% | 1297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GS Investments, Inc. | History | No change | 51,065 | 3,638 | 2.63% | 2.63% | 1298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 51,058 | 3,637 | 0.3% | 0.3% | 1299 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sherman Wealth Management LLC | History | No change | 50,976 | 3,632 | 2.73% | 2.73% | 1300 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlTi Global, Inc. | History | No change | 50,873 | 3,624 | 0.07% | 0.07% | 1301 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 50,802 | 3,619 | 0.18% | 0.18% | 1302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 51,222 | 3,616 | 0.4% | 0.4% | 1303 | -758 | -1.46% | Q3 2026 | Oct 09, 2026 |
| Covestor Ltd | History | No change | 50,745 | 3,616 | 2.09% | 2.09% | 1304 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hilltop Holdings Inc. | History | No change | 50,724 | 3,614 | 0.28% | 0.28% | 1305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 50,230 | 3,579 | 0.14% | 0.14% | 1306 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mendel Capital Management LLC | History | No change | 49,864 | 3,552 | 1.6% | 1.6% | 1307 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 49,755 | 3,545 | 0.01% | 0.01% | 1308 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlatl Advisers LLC | History | No change | 49,729 | 3,543 | 0.84% | 0.84% | 1309 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 49,581 | 3,532 | 0.79% | 0.79% | 1310 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LGL PARTNERS, LLC | History | No change | 49,557 | 3,530 | 1.29% | 1.29% | 1311 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthNavi Inc. | History | No change | 49,483,539 | 3,525 | 27.62% | 27.62% | 1312 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MY Wealth Management Inc. | History | No change | 49,431 | 3,521 | 2.48% | 2.48% | 1313 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | No change | 48,958 | 3,488 | 0.14% | 0.14% | 1314 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCGM Wealth Management, LLC | History | No change | 48,689 | 3,469 | 0.73% | 0.73% | 1315 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 48,690 | 3,469 | 2.8% | 2.8% | 1316 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 48,636 | 3,465 | 0.33% | 0.33% | 1317 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FULTON BANK, N.A. | History | No change | 48,610 | 3,463 | 0.11% | 0.11% | 1318 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AMG National Trust Bank | History | No change | 48,515 | 3,456 | 0.07% | 0.07% | 1319 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Riverview Trust Co | History | No change | 48,354 | 3,445 | 4.1% | 4.1% | 1320 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 48,361 | 3,445 | 1.99% | 1.99% | 1321 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequent Planning LLC | History | No change | 48,293 | 3,440 | 0.74% | 0.74% | 1322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 48,069 | 3,424 | 0.11% | 0.11% | 1323 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BAYBAN | History | No change | 47,953 | 3,416 | 2.62% | 2.62% | 1324 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 48,376 | 3,415 | 2.13% | 2.03% | 1325 | +1,740 | 3.73% | Q3 2026 | Oct 09, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 47,807 | 3,406 | 2.79% | 2.79% | 1326 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inscription Capital, LLC | History | No change | 47,698 | 3,398 | 0.3% | 0.3% | 1327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forefront Analytics, LLC | History | No change | 47,559 | 3,388 | 3.68% | 3.68% | 1328 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 47,429 | 3,379 | 0.34% | 0.34% | 1329 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 47,834 | 3,377 | 0.38% | 0.38% | 1330 | +252 | 0.53% | Q3 2026 | Oct 08, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 47,396 | 3,376 | 1.39% | 1.39% | 1331 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 47,357 | 3,374 | 1.87% | 1.87% | 1332 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 47,264 | 3,365 | 0.35% | 0.35% | 1333 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 47,235 | 3,365 | 0.94% | 0.94% | 1334 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gryphon Financial Partners LLC | History | No change | 47,197 | 3,362 | 0.3% | 0.3% | 1335 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trek Financial, LLC | History | No change | 47,151 | 3,359 | 0.17% | 0.17% | 1336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAGCO, INC. | History | No change | 47,034 | 3,351 | 0.62% | 0.62% | 1337 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 47,021 | 3,350 | 0.81% | 0.81% | 1338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leisure Capital Management | History | No change | 46,977 | 3,347 | 1.04% | 1.04% | 1339 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 47,652 | 3,337 | 0.71% | 0.71% | 1340 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 46,785 | 3,333 | 0.99% | 0.99% | 1341 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | No change | 46,693 | 3,326 | 0.0% | 0.0% | 1342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Asset Management, LLC | History | No change | 46,654 | 3,324 | 0.43% | 0.43% | 1343 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLCM Advisors, Inc. | History | No change | 46,612 | 3,321 | 0.26% | 0.26% | 1344 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 46,366 | 3,303 | 0.47% | 0.47% | 1345 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Compass Ion Advisors, LLC | History | No change | 46,212 | 3,292 | 0.28% | 0.28% | 1346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 46,187 | 3,290 | 0.68% | 0.68% | 1347 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Benchmark Financial, LLC | History | No change | 46,107 | 3,285 | 2.68% | 2.68% | 1348 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 45,891 | 3,269 | 0.78% | 0.78% | 1349 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 45,823 | 3,264 | 0.05% | 0.05% | 1350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RCW Management, LLC | History | No change | 45,624 | 3,250 | 2.91% | 2.91% | 1351 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clarion Wealth Managment Partners, LLC | History | No change | 45,525 | 3,243 | 2.62% | 2.62% | 1352 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orcam Financial Group | History | No change | 45,475 | 3,240 | 1.58% | 1.58% | 1353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Note Advisors, LLC | History | No change | 45,281 | 3,226 | 1.4% | 1.4% | 1354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferson Bridge Capital, LLC | History | No change | 45,256 | 3,224 | 2.79% | 2.79% | 1355 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hurley Capital, LLC | History | No change | 45,094 | 3,212 | 1.66% | 1.66% | 1356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eagle Bay Advisors LLC | History | No change | 45,079 | 3,211 | 2.4% | 2.4% | 1357 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Andrews Advisory Associates, LLC | History | No change | 45,052 | 3,209 | 1.54% | 1.54% | 1358 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Thrive Wealth Management, LLC | History | No change | 44,937 | 3,201 | 0.41% | 0.41% | 1359 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 44,798 | 3,191 | 0.08% | 0.08% | 1360 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Maridea Wealth Management LLC | History | No change | 44,167 | 3,146 | 0.34% | 0.34% | 1361 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Whipplewood Advisors, LLC | History | No change | 44,020 | 3,136 | 2.11% | 2.11% | 1362 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| C2C Wealth Management, LLC | History | No change | 43,861 | 3,125 | 2.45% | 2.45% | 1363 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Allie Family Office LLC | History | No change | 43,850 | 3,124 | 1.16% | 1.16% | 1364 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 43,795 | 3,120 | 0.35% | 0.35% | 1365 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Midwestern Financial, LLC /IA | History | No change | 43,552 | 3,103 | 2.17% | 2.17% | 1366 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 43,479 | 3,097 | 0.21% | 0.21% | 1367 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 43,109 | 3,071 | 0.0% | 0.0% | 1368 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversified Portfolios, Inc. | History | No change | 43,076 | 3,069 | 0.22% | 0.22% | 1369 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pallas Capital Advisors LLC | History | No change | 43,082 | 3,069 | 0.09% | 0.09% | 1370 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 47,647 | 3,053 | 0.17% | 0.17% | 1371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 42,724 | 3,044 | 1.67% | 1.67% | 1372 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 42,957 | 3,033 | 1.57% | 1.58% | 1374 | +1,658 | 4.01% | Q3 2026 | Oct 09, 2026 |
| May Hill Capital, LLC | History | No change | 42,575 | 3,033 | 0.63% | 0.63% | 1373 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCF Advisors LLC | History | No change | 42,562 | 3,032 | 0.11% | 0.11% | 1375 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Canal Capital Management, LLC | History | No change | 42,566 | 3,032 | 0.37% | 0.37% | 1376 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 42,509 | 3,028 | 0.56% | 0.56% | 1377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 42,318 | 3,015 | 0.97% | 0.97% | 1378 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 42,245 | 3,009 | 0.17% | 0.17% | 1379 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SPINNAKER TRUST | History | No change | 42,172 | 3,004 | 0.15% | 0.15% | 1380 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clear Retirement Advice LLC | History | No change | 42,061 | 2,996 | 2.05% | 2.05% | 1381 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 42,025 | 2,994 | 0.12% | 0.12% | 1382 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Interchange Capital Partners, LLC | History | No change | 42,025 | 2,994 | 0.56% | 0.56% | 1383 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Southland Equity Partners LLC | History | No change | 42,028 | 2,994 | 0.52% | 0.52% | 1384 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allen Capital Group, LLC | History | No change | 41,865 | 2,982 | 0.24% | 0.24% | 1385 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 41,799 | 2,978 | 1.69% | 1.69% | 1386 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 41,790 | 2,977 | 0.62% | 0.62% | 1387 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 41,698 | 2,970 | 1.86% | 1.86% | 1388 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First National Advisers, LLC | History | No change | 41,672 | 2,969 | 0.42% | 0.42% | 1389 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SYON CAPITAL LLC | History | No change | 41,676 | 2,969 | 0.13% | 0.13% | 1390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 41,609 | 2,964 | 0.58% | 0.58% | 1391 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Holos Integrated Wealth LLC | History | No change | 41,595 | 2,944 | 1.37% | 1.37% | 1392 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners OCIO LLC | History | No change | 41,302 | 2,942 | 0.15% | 0.15% | 1393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoryOne LLC | History | No change | 41,186 | 2,934 | 1.39% | 1.39% | 1394 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bahl & Gaynor LLC | History | No change | 41,028 | 2,923 | 0.01% | 0.01% | 1395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 41,034 | 2,923 | 0.02% | 0.02% | 1396 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 41,013 | 2,922 | 0.71% | 0.71% | 1397 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M3 Advisory Group, LLC | History | No change | 40,722 | 2,901 | 1.5% | 1.5% | 1398 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bison Wealth, LLC | History | No change | 40,335 | 2,899 | 0.27% | 0.27% | 1399 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 40,369 | 2,876 | 1.19% | 1.19% | 1400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connecticut Capital Management Group, LLC | History | No change | 40,304 | 2,871 | 2.31% | 2.31% | 1401 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Compass Financial Group, INC/SD | History | No change | 40,270 | 2,869 | 0.33% | 0.33% | 1402 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 40,253 | 2,868 | 1.34% | 1.34% | 1403 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 40,186 | 2,863 | 0.18% | 0.18% | 1404 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 40,107 | 2,857 | 0.03% | 0.03% | 1405 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gridiron Partners, LLC | History | Added to | 40,444 | 2,855 | 1.43% | 1.01% | 1406 | +13,396 | 49.53% | Q3 2026 | Oct 08, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 39,994 | 2,849 | 0.86% | 0.86% | 1407 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Solstein Capital, LLC | History | No change | 39,907 | 2,843 | 0.97% | 0.97% | 1408 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 39,652 | 2,825 | 0.4% | 0.4% | 1409 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 39,655 | 2,825 | 0.42% | 0.42% | 1410 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Family CFO Inc | History | No change | 39,454 | 2,811 | 1.08% | 1.08% | 1411 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 39,653 | 2,799 | 0.19% | 0.1% | 1412 | +18,063 | 83.66% | Q3 2026 | Oct 09, 2026 |
| MAIRS & POWER INC | History | No change | 39,279 | 2,798 | 0.03% | 0.03% | 1413 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 39,261 | 2,797 | 0.37% | 0.37% | 1414 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 39,004 | 2,778 | 1.45% | 1.45% | 1415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 38,974 | 2,776 | 2.28% | 2.28% | 1416 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 38,939 | 2,774 | 0.83% | 0.83% | 1417 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 38,925 | 2,773 | 0.61% | 0.61% | 1418 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| National Wealth Management Group, LLC | History | No change | 38,911 | 2,772 | 0.86% | 0.86% | 1419 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Andina Capital Management, LLC | History | No change | 38,894 | 2,771 | 4.47% | 4.47% | 1420 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RiverFront Investment Group, LLC | History | No change | 38,750 | 2,760 | 0.04% | 0.04% | 1421 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Advisor Network LLC | History | No change | 38,675 | 2,755 | 3.45% | 3.45% | 1422 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sherry Group, Inc. | History | Added to | 39,032 | 2,752 | 2.58% | 2.69% | 1423 | +155 | 0.4% | Q3 2026 | Oct 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 38,535 | 2,745 | 0.13% | 0.13% | 1424 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 38,461 | 2,740 | 0.95% | 0.95% | 1425 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HCR Wealth Advisors | History | No change | 38,415 | 2,737 | 0.24% | 0.24% | 1426 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 38,384 | 2,734 | 0.02% | 0.02% | 1427 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| United Community Bank | History | No change | 38,384 | 2,734 | 0.85% | 0.85% | 1428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 38,289 | 2,728 | 0.03% | 0.03% | 1429 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 38,268 | 2,726 | 0.35% | 0.35% | 1430 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFC Advisors LLC | History | No change | 38,250 | 2,725 | 0.35% | 0.35% | 1431 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 38,139 | 2,717 | 2.02% | 2.02% | 1432 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 38,119 | 2,715 | 0.27% | 0.27% | 1433 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 38,109 | 2,715 | 1.71% | 1.71% | 1434 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 38,398 | 2,711 | 1.07% | 1.07% | 1435 | -131 | -0.34% | Q3 2026 | Oct 09, 2026 |
| Rossby Financial, LCC | History | No change | 38,569 | 2,707 | 0.49% | 0.49% | 1436 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kennebec Savings Bank | History | No change | 37,852 | 2,696 | 2.16% | 2.16% | 1437 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 37,789 | 2,692 | 0.62% | 0.62% | 1438 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 37,655 | 2,682 | 1.24% | 1.24% | 1439 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 37,590 | 2,678 | 1.16% | 1.16% | 1440 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 37,511 | 2,672 | 0.1% | 0.1% | 1441 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 37,397 | 2,664 | 0.28% | 0.28% | 1442 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 37,297 | 2,657 | 0.34% | 0.34% | 1443 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Phillip James Consulting Co. | History | No change | 37,298 | 2,657 | 1.78% | 1.78% | 1444 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | No change | 37,275 | 2,655 | 0.09% | 0.09% | 1445 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 37,223 | 2,652 | 0.8% | 0.8% | 1446 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MASECO LLP | History | No change | 36,882 | 2,627 | 0.07% | 0.07% | 1447 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 36,696 | 2,614 | 0.33% | 0.33% | 1448 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 36,641 | 2,610 | 2.03% | 2.03% | 1449 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 36,584 | 2,606 | 0.73% | 0.73% | 1450 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dakota Wealth Management | History | No change | 36,565 | 2,605 | 0.05% | 0.05% | 1451 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Asset Managemnet, LLC | History | No change | 36,361 | 2,590 | 5.83% | 5.83% | 1452 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Exchange Bank | History | Added to | 36,624 | 2,586 | 1.6% | 1.38% | 1453 | +5,401 | 17.3% | Q3 2026 | Oct 07, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 36,214 | 2,580 | 0.59% | 0.59% | 1454 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Bridge, LLC | History | No change | 36,195 | 2,578 | 0.8% | 0.8% | 1455 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 36,069 | 2,569 | 0.08% | 0.08% | 1456 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 36,069 | 2,569 | 1.19% | 1.19% | 1457 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LongView Wealth Management | History | No change | 35,879 | 2,556 | 0.66% | 0.66% | 1458 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bell Bank | History | No change | 35,846 | 2,554 | 0.1% | 0.1% | 1459 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CMH Wealth Management LLC | History | No change | 35,800 | 2,550 | 0.39% | 0.39% | 1460 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 35,766 | 2,548 | 1.37% | 1.37% | 1461 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JMN Financial LLC | History | No change | 35,722 | 2,545 | 1.98% | 1.98% | 1462 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 35,615 | 2,538 | 0.05% | 0.05% | 1463 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Capital Advisors,llc | History | No change | 35,622 | 2,538 | 0.53% | 0.53% | 1464 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Landmark Wealth Management, LLC | History | No change | 35,597 | 2,536 | 0.61% | 0.61% | 1465 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 35,539 | 2,532 | 0.27% | 0.27% | 1466 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Platform Technology Partners | History | No change | 35,536 | 2,531 | 0.41% | 0.41% | 1467 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | History | No change | 35,500 | 2,529 | 1.39% | 1.39% | 1468 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kropog Financial Group, LLC | History | No change | 35,344 | 2,518 | 1.77% | 1.77% | 1469 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WASHINGTON TRUST Co | History | No change | 35,210 | 2,508 | 0.08% | 0.08% | 1470 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 35,045 | 2,496 | 0.28% | 0.28% | 1471 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Downshift Financial, LLC | History | No change | 34,709 | 2,473 | 1.11% | 1.11% | 1472 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 34,574 | 2,463 | 0.25% | 0.25% | 1473 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Eagle Bluffs Wealth Management LLC | History | No change | 34,517 | 2,459 | 0.82% | 0.82% | 1474 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Financial Private Client, LLC | History | No change | 34,522 | 2,459 | 0.67% | 0.67% | 1475 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 34,673 | 2,458 | 0.02% | 0.02% | 1476 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WINCAP FINANCIAL LLC | History | No change | 34,486 | 2,457 | 1.33% | 1.33% | 1477 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SEVEN MILE ADVISORY | History | No change | 34,460 | 2,455 | 1.65% | 1.65% | 1478 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 34,355 | 2,447 | 0.01% | 0.01% | 1479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greystone Financial Group, LLC | History | No change | 34,356 | 2,447 | 0.68% | 0.68% | 1480 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pacific Park Financial, Inc. | History | No change | 34,297 | 2,443 | 1.42% | 1.42% | 1481 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | No change | 34,114 | 2,430 | 0.09% | 0.09% | 1482 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fermata Advisors, LLC | History | No change | 34,009 | 2,423 | 0.49% | 0.49% | 1483 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Larson Financial Group LLC | History | No change | 33,877 | 2,413 | 0.06% | 0.06% | 1484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 33,756 | 2,405 | 0.03% | 0.03% | 1485 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 33,733 | 2,403 | 0.7% | 0.7% | 1486 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Investment Management, LLC | History | No change | 33,724 | 2,402 | 0.05% | 0.05% | 1487 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 33,691 | 2,400 | 0.06% | 0.06% | 1488 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSA Advisors, Inc. | History | No change | 33,757 | 2,400 | 1.1% | 1.1% | 1489 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 33,681 | 2,399 | 1.17% | 1.17% | 1490 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INSIGHT 2811, INC. | History | No change | 33,585 | 2,392 | 0.93% | 0.93% | 1491 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 33,550 | 2,390 | 0.21% | 0.21% | 1492 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 33,506 | 2,387 | 0.03% | 0.03% | 1493 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 33,699 | 2,386 | 1.86% | 1.86% | 1494 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 33,442 | 2,382 | 1.98% | 1.98% | 1495 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENTREWEALTH, LLC | History | No change | 32,952 | 2,376 | 0.88% | 0.88% | 1496 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 33,290 | 2,371 | 0.86% | 0.86% | 1497 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Summa Corp. | History | No change | 33,181 | 2,364 | 0.74% | 0.74% | 1498 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 33,180 | 2,364 | 0.8% | 0.8% | 1499 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orgel Wealth Management, LLC | History | No change | 32,732 | 2,332 | 0.04% | 0.04% | 1500 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 32,728 | 2,331 | 0.07% | 0.07% | 1501 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 32,561 | 2,320 | 0.07% | 0.07% | 1502 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 32,540 | 2,318 | 1.17% | 1.17% | 1503 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GAMMA Investing LLC | History | Added to | 32,704 | 2,309 | 0.08% | 0.09% | 1505 | +558 | 1.74% | Q3 2026 | Oct 08, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 32,421 | 2,309 | 0.43% | 0.43% | 1504 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 32,392 | 2,307 | 0.97% | 0.97% | 1506 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hardy Reed LLC | History | No change | 32,326 | 2,303 | 0.15% | 0.15% | 1507 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 32,304 | 2,301 | 0.03% | 0.03% | 1508 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONECO ADVISORS, LLC | History | No change | 32,288 | 2,300 | 0.14% | 0.14% | 1509 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 32,188 | 2,293 | 0.65% | 0.65% | 1510 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atala Financial Inc | History | No change | 32,190 | 2,293 | 1.39% | 1.39% | 1511 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Charis Legacy Partners, LLC | History | No change | 32,101 | 2,287 | 2.81% | 2.81% | 1512 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 32,045 | 2,283 | 0.5% | 0.5% | 1513 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VestGen Investment Management | History | No change | 32,024 | 2,281 | 1.21% | 1.21% | 1514 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crewe Advisors LLC | History | No change | 31,991 | 2,279 | 0.17% | 0.17% | 1515 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 31,953 | 2,276 | 1.93% | 1.93% | 1516 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HighPoint Advisor Group LLC | History | No change | 31,927 | 2,274 | 0.08% | 0.08% | 1517 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 31,814 | 2,266 | 0.0% | 0.0% | 1518 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 31,765 | 2,263 | 0.24% | 0.24% | 1519 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verdence Capital Advisors LLC | History | No change | 31,595 | 2,251 | 0.12% | 0.12% | 1520 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 31,786 | 2,244 | 0.14% | 0.14% | 1521 | +587 | 1.88% | Q3 2026 | Oct 08, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 31,459 | 2,241 | 0.91% | 0.91% | 1522 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parsonex Advisory Services, Inc. | History | No change | 31,403 | 2,237 | 1.95% | 1.95% | 1523 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 31,364 | 2,234 | 1.63% | 1.63% | 1524 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Partners LLC | History | No change | 31,356 | 2,234 | 1.94% | 1.94% | 1525 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | Added to | 31,587 | 2,230 | 0.06% | 0.06% | 1526 | +308 | 0.98% | Q3 2026 | Oct 02, 2026 |
| Bangor Savings Bank | History | Reduced | 31,508 | 2,224 | 0.17% | 0.21% | 1527 | -8,574 | -21.39% | Q3 2026 | Oct 06, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 31,060 | 2,213 | 1.38% | 1.38% | 1528 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aries Wealth Management | History | No change | 31,000 | 2,208 | 0.43% | 0.43% | 1529 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Heritage Investment Group, Inc. | History | No change | 30,999 | 2,208 | 0.3% | 0.3% | 1530 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 31,630 | 2,204 | 0.42% | 0.42% | 1531 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arizona PSPRS Trust | History | No change | 30,933 | 2,203 | 0.08% | 0.08% | 1532 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RCS Financial Planning, LLC | History | No change | 30,855 | 2,198 | 1.04% | 1.04% | 1533 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 31,100 | 2,195 | 0.77% | 0.74% | 1534 | +1,918 | 6.57% | Q3 2026 | Oct 08, 2026 |
| PECAUT & CO. | History | No change | 30,802 | 2,194 | 0.67% | 0.67% | 1535 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 30,446 | 2,188 | 0.27% | 0.27% | 1536 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Synergy Asset Management, LLC | History | No change | 30,650 | 2,183 | 0.21% | 0.21% | 1537 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lutz Financial Services LLC | History | No change | 30,620 | 2,181 | 0.13% | 0.13% | 1538 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TruNorth Capital Management, LLC | History | No change | 30,562 | 2,177 | 0.35% | 0.35% | 1539 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 30,507 | 2,173 | 0.47% | 0.47% | 1540 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| S&A Financial Services, Inc. | History | No change | 30,222 | 2,153 | 1.31% | 1.31% | 1541 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 30,150 | 2,148 | 0.19% | 0.19% | 1542 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glenview Trust Co | History | No change | 30,051 | 2,141 | 0.03% | 0.03% | 1543 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| XML Financial, LLC | History | No change | 30,054 | 2,141 | 0.16% | 0.16% | 1544 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Five Oceans Advisors | History | No change | 30,043 | 2,140 | 0.69% | 0.69% | 1545 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Endowment Management, LP | History | No change | 30,000 | 2,138 | 0.22% | 0.22% | 1546 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 30,020 | 2,138 | 0.05% | 0.05% | 1547 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 29,930 | 2,132 | 0.92% | 0.92% | 1548 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 29,878 | 2,128 | 0.33% | 0.33% | 1549 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 29,877 | 2,128 | 0.57% | 0.57% | 1550 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Topor & Co. Korea | History | No change | 29,771 | 2,121 | 1.67% | 1.67% | 1551 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 29,625 | 2,110 | 0.87% | 0.87% | 1552 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Breakwater Capital Group | History | Reduced | 29,878 | 2,109 | 0.25% | 0.26% | 1553 | -1 | -0.0% | Q3 2026 | Oct 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 29,602 | 2,109 | 0.08% | 0.08% | 1554 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 28,477 | 2,090 | 0.68% | 0.68% | 1555 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sensible Money, LLC | History | No change | 29,280 | 2,086 | 0.55% | 0.55% | 1556 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 29,242 | 2,083 | 1.22% | 1.22% | 1557 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Parcion Private Wealth LLC | History | No change | 29,186 | 2,079 | 0.12% | 0.12% | 1558 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 29,026 | 2,068 | 1.17% | 1.17% | 1559 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 28,981 | 2,065 | 0.21% | 0.21% | 1560 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Global Assets Advisory, LLC | History | No change | 29,240 | 2,060 | 0.45% | 0.45% | 1561 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Generations Wealth, LLC | History | No change | 28,888 | 2,058 | 1.95% | 1.95% | 1562 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Krilogy Financial LLC | History | No change | 28,871 | 2,057 | 0.06% | 0.06% | 1563 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Navigate Wealth Management, LLC | History | No change | 29,423 | 2,050 | 1.27% | 1.27% | 1564 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 28,631 | 2,039 | 0.61% | 0.61% | 1565 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 28,554 | 2,034 | 0.06% | 0.06% | 1566 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 28,799 | 2,033 | 0.32% | 0.33% | 1567 | -82 | -0.28% | Q3 2026 | Oct 08, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 28,535 | 2,033 | 0.55% | 0.55% | 1568 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Wealth Management LLC | History | No change | 28,518 | 2,031 | 0.38% | 0.38% | 1569 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 29,570 | 2,029 | 0.56% | 0.56% | 1570 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 28,361 | 2,020 | 0.27% | 0.27% | 1571 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 28,295 | 2,016 | 0.64% | 0.64% | 1572 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 28,184 | 2,008 | 0.07% | 0.07% | 1573 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 28,170 | 2,007 | 0.05% | 0.05% | 1574 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cohen Investment Advisors LLC | History | No change | 28,114 | 2,003 | 0.9% | 0.9% | 1575 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Milestone Investment Advisors LLC | History | No change | 28,114 | 2,003 | 0.43% | 0.43% | 1576 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, LLC | History | No change | 28,107 | 2,002 | 0.3% | 0.3% | 1577 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 28,097 | 2,001 | 0.18% | 0.18% | 1578 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aureum Wealth Management, LLC | History | No change | 28,043 | 1,998 | 1.24% | 1.24% | 1579 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 28,031 | 1,997 | 0.23% | 0.23% | 1580 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 28,021 | 1,996 | 0.39% | 0.39% | 1581 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Seven Bridges Advisors LLC | History | No change | 28,245 | 1,994 | 0.9% | 0.97% | 1582 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| ADIRONDACK TRUST CO | History | No change | 27,975 | 1,993 | 0.59% | 0.59% | 1583 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Advus Financial Partners, LLC | History | No change | 27,949 | 1,991 | 0.57% | 0.57% | 1584 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| One Wealth Advisors, LLC | History | No change | 27,912 | 1,988 | 0.22% | 0.22% | 1585 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WBH ADVISORY INC | History | No change | 27,889 | 1,987 | 0.13% | 0.13% | 1586 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Athena Investment Management | History | No change | 27,896 | 1,987 | 1.18% | 1.18% | 1587 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Wealth Partners, LLC | History | No change | 27,888 | 1,987 | 0.28% | 0.28% | 1588 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | No change | 27,857 | 1,984 | 0.18% | 0.18% | 1589 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | No change | 27,764 | 1,978 | 5.57% | 5.57% | 1590 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Heirloom Wealth Management | History | No change | 27,628 | 1,968 | 0.29% | 0.29% | 1591 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hegarty Advisors, LLC | History | No change | 27,595 | 1,966 | 1.35% | 1.35% | 1592 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRB Wealth Management, LLC | History | No change | 27,566 | 1,964 | 0.26% | 0.26% | 1593 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 27,561 | 1,963 | 0.16% | 0.16% | 1594 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Busey Bank | History | No change | 27,461 | 1,956 | 0.05% | 0.05% | 1595 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axis Wealth Partners, LLC | History | No change | 27,443 | 1,955 | 0.94% | 0.94% | 1596 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 27,416 | 1,953 | 0.16% | 0.16% | 1597 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 27,391 | 1,951 | 1.11% | 1.11% | 1598 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Peak Asset Management, LLC | History | No change | 27,346 | 1,948 | 0.29% | 0.29% | 1599 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | No change | 27,332 | 1,947 | 0.35% | 0.35% | 1600 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Westmount Partners, LLC | History | No change | 27,333 | 1,947 | 0.43% | 0.43% | 1601 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Peck Wealth Management, LLC | History | No change | 27,229 | 1,940 | 1.63% | 1.63% | 1602 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 27,108 | 1,931 | 0.17% | 0.17% | 1603 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 30,000 | 1,922 | 0.03% | 0.03% | 1604 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LAVELLE CAPITAL LP | History | No change | 26,854 | 1,913 | 0.82% | 0.82% | 1605 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 26,843 | 1,912 | 0.13% | 0.13% | 1606 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tufton Capital Management | History | No change | 26,814 | 1,910 | 0.32% | 0.32% | 1607 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 26,805 | 1,909 | 0.95% | 0.95% | 1608 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 26,755 | 1,906 | 0.88% | 0.88% | 1609 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 26,715 | 1,903 | 0.88% | 0.88% | 1610 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 26,689 | 1,901 | 1.63% | 1.63% | 1611 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 26,669 | 1,883 | 0.6% | 0.59% | 1612 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| New Republic Capital, LLC | History | No change | 26,419 | 1,882 | 0.43% | 0.43% | 1613 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GeoWealth Management, LLC | History | No change | 26,335 | 1,876 | 0.06% | 0.06% | 1614 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aprio Wealth Management, LLC | History | No change | 26,336 | 1,876 | 0.09% | 0.09% | 1615 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chico Wealth RIA | History | No change | 26,229 | 1,868 | 0.97% | 0.97% | 1616 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 26,134 | 1,862 | 0.63% | 0.63% | 1617 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 26,075 | 1,857 | 0.59% | 0.59% | 1618 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAXTER BROS INC | History | No change | 26,043 | 1,855 | 0.21% | 0.21% | 1619 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sendero Wealth Management, LLC | History | No change | 26,045 | 1,855 | 0.18% | 0.18% | 1620 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| City State Bank | History | No change | 25,910 | 1,846 | 0.42% | 0.42% | 1621 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 25,907 | 1,845 | 0.02% | 0.02% | 1622 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 25,890 | 1,844 | 0.51% | 0.51% | 1623 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WFA of San Diego, LLC | History | No change | 24,895 | 1,830 | 1.5% | 1.5% | 1624 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vertrix Wealth Management, LLC | History | No change | 25,696 | 1,830 | 0.62% | 0.62% | 1625 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Smith Salley Wealth Management | History | No change | 25,675 | 1,829 | 0.08% | 0.08% | 1626 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 25,677 | 1,829 | 0.93% | 0.93% | 1627 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 25,658 | 1,828 | 0.09% | 0.09% | 1628 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Colony Family Offices, LLC | History | No change | 25,618 | 1,825 | 0.4% | 0.4% | 1629 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 25,600 | 1,824 | 0.98% | 0.98% | 1630 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Align Financial, LLC | History | No change | 25,594 | 1,823 | 0.9% | 0.9% | 1631 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Destination Wealth Management | History | No change | 25,554 | 1,820 | 0.04% | 0.04% | 1632 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | No change | 25,369 | 1,807 | 0.01% | 0.01% | 1633 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 25,951 | 1,796 | 0.21% | 0.21% | 1634 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 25,134 | 1,790 | 1.19% | 1.19% | 1635 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EWA, LLC | History | No change | 25,073 | 1,786 | 0.33% | 0.33% | 1636 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 25,078 | 1,786 | 0.97% | 0.97% | 1637 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 27,863 | 1,785 | 0.22% | 0.22% | 1638 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 24,958 | 1,778 | 1.58% | 1.58% | 1639 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 24,905 | 1,774 | 0.55% | 0.55% | 1640 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 24,893 | 1,773 | 0.38% | 0.38% | 1641 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 24,859 | 1,771 | 0.22% | 0.22% | 1642 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 24,959 | 1,770 | 0.16% | 0.16% | 1643 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOTCO | History | No change | 24,802 | 1,767 | 0.15% | 0.15% | 1644 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 24,806 | 1,767 | 0.05% | 0.05% | 1645 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 24,755 | 1,761 | 0.47% | 0.47% | 1646 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ADVISORY RESEARCH INC | History | No change | 24,652 | 1,756 | 0.18% | 0.18% | 1647 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flower City Capital | History | No change | 24,576 | 1,751 | 0.77% | 0.77% | 1648 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 24,568 | 1,750 | 0.71% | 0.71% | 1649 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 24,548 | 1,749 | 0.1% | 0.1% | 1650 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 24,469 | 1,743 | 0.94% | 0.94% | 1651 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCTC Holdings, LLC | History | No change | 24,408 | 1,739 | 0.05% | 0.05% | 1652 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optimist Retirement Group LLC | History | No change | 24,408 | 1,739 | 0.67% | 0.67% | 1653 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 24,399 | 1,738 | 0.09% | 0.09% | 1654 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 24,272 | 1,729 | 0.22% | 0.22% | 1655 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sargent Investment Group, LLC | History | No change | 24,268 | 1,729 | 0.21% | 0.21% | 1656 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CFO4Life Group, LLC | History | No change | 24,212 | 1,725 | 0.23% | 0.23% | 1657 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 24,131 | 1,719 | 0.11% | 0.11% | 1658 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 24,054 | 1,713 | 0.17% | 0.17% | 1659 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunpointe, LLC | History | No change | 24,030 | 1,712 | 0.49% | 0.49% | 1660 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 24,221 | 1,710 | 0.19% | 0.2% | 1661 | +194 | 0.81% | Q3 2026 | Oct 09, 2026 |
| Compass Planning Associates Inc | History | No change | 23,926 | 1,704 | 0.92% | 0.92% | 1662 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Accel Wealth Management | History | No change | 23,868 | 1,700 | 0.38% | 0.38% | 1663 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 23,850 | 1,699 | 0.58% | 0.58% | 1664 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Geometric Wealth Advisors | History | No change | 23,814 | 1,696 | 0.18% | 0.18% | 1665 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Urban Financial Advisory Corp | History | No change | 23,766 | 1,693 | 0.47% | 0.47% | 1666 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kera Capital Partners, Inc. | History | No change | 23,758 | 1,692 | 0.16% | 0.16% | 1667 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 23,955 | 1,691 | 0.83% | 0.79% | 1668 | +101 | 0.42% | Q3 2026 | Oct 08, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | No change | 23,671 | 1,686 | 2.62% | 2.62% | 1669 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 23,551 | 1,678 | 0.21% | 0.21% | 1670 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cannell & Spears LLC | History | No change | 23,545 | 1,677 | 0.03% | 0.03% | 1671 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | No change | 23,692 | 1,677 | 0.95% | 0.95% | 1672 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 23,535 | 1,676 | 0.62% | 0.62% | 1673 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 23,497 | 1,674 | 0.58% | 0.58% | 1674 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 23,678 | 1,671 | 0.37% | 0.39% | 1675 | -105 | -0.44% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 23,451 | 1,670 | 0.19% | 0.19% | 1676 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Old North State Trust, LLC | History | No change | 23,293 | 1,660 | 0.85% | 0.85% | 1677 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 23,291 | 1,659 | 0.57% | 0.57% | 1678 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 23,230 | 1,655 | 0.67% | 0.67% | 1679 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clearwave Capital, LLC | History | No change | 23,187 | 1,652 | 0.91% | 0.91% | 1680 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 23,158 | 1,650 | 1.4% | 1.4% | 1681 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stash Investments, LLC | History | No change | 23,150 | 1,649 | 0.53% | 0.53% | 1682 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 23,128 | 1,647 | 0.11% | 0.11% | 1683 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Management LLC | History | No change | 23,074 | 1,644 | 0.11% | 0.11% | 1684 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mondrian Investment Partners LTD | History | No change | 23,040 | 1,641 | 0.03% | 0.03% | 1685 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Investment Advisory Group, LLC | History | No change | 23,003 | 1,638 | 0.36% | 0.36% | 1686 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 23,002 | 1,638 | 0.4% | 0.4% | 1687 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 22,995 | 1,638 | 0.75% | 0.75% | 1688 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 23,464 | 1,635 | 0.16% | 0.16% | 1689 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Peak Financial Management, Inc. | History | No change | 22,951 | 1,635 | 0.38% | 0.38% | 1690 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Alpha, LLC | History | No change | 22,864 | 1,629 | 0.04% | 0.04% | 1691 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Alpha Advisors, LLC | History | No change | 22,826 | 1,626 | 0.88% | 0.88% | 1692 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 22,820 | 1,625 | 1.37% | 1.37% | 1693 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 22,763 | 1,621 | 0.01% | 0.01% | 1694 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 22,725 | 1,619 | 0.13% | 0.13% | 1695 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempo Wealth, LLC | History | No change | 22,734 | 1,619 | 0.24% | 0.24% | 1696 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Family Capital Management, Inc. | History | No change | 22,701 | 1,617 | 0.63% | 0.63% | 1697 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 22,693 | 1,616 | 0.68% | 0.68% | 1698 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 22,672 | 1,615 | 0.18% | 0.18% | 1699 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RKL Wealth Management LLC | History | No change | 22,658 | 1,614 | 0.13% | 0.13% | 1700 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HORAN Wealth, LLC | History | No change | 22,628 | 1,612 | 0.2% | 0.2% | 1701 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Probity Advisors, Inc. | History | No change | 22,588 | 1,609 | 0.23% | 0.23% | 1702 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 22,528 | 1,605 | 0.18% | 0.18% | 1703 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rydar Equities, Inc. | History | No change | 22,874 | 1,597 | 0.9% | 0.9% | 1704 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WCG Wealth Advisors LLC | History | No change | 22,322 | 1,590 | 0.04% | 0.04% | 1705 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 22,304 | 1,589 | 0.14% | 0.14% | 1706 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 22,289 | 1,588 | 0.1% | 0.1% | 1707 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 22,229 | 1,583 | 0.39% | 0.39% | 1708 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 22,210 | 1,582 | 0.01% | 0.01% | 1709 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 22,213 | 1,582 | 0.26% | 0.26% | 1710 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 22,346 | 1,577 | 0.3% | 0.27% | 1711 | +1,011 | 4.74% | Q3 2026 | Oct 08, 2026 |
| LexAurum Advisors, LLC | History | No change | 22,124 | 1,576 | 0.18% | 0.18% | 1712 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First American Bank | History | No change | 22,117 | 1,575 | 0.09% | 0.09% | 1713 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 55 North Private Wealth, LLC | History | No change | 22,086 | 1,573 | 0.31% | 0.31% | 1714 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 21,924 | 1,562 | 0.15% | 0.15% | 1715 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Curated Wealth Partners LLC | History | No change | 21,914 | 1,561 | 0.18% | 0.18% | 1716 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RDA Financial Network | History | No change | 21,884 | 1,559 | 0.34% | 0.34% | 1717 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 21,858 | 1,557 | 0.05% | 0.05% | 1718 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE STREET CORP | History | No change | 21,845 | 1,556 | 0.0% | 0.0% | 1719 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 21,844 | 1,556 | 0.03% | 0.03% | 1720 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| L & S Advisors Inc | History | No change | 21,848 | 1,556 | 0.16% | 0.16% | 1721 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 21,831 | 1,555 | 0.25% | 0.25% | 1722 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lifeworks Advisors, LLC | History | No change | 21,741 | 1,549 | 0.16% | 0.16% | 1723 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 21,625 | 1,540 | 0.21% | 0.21% | 1724 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 21,607 | 1,539 | 0.15% | 0.15% | 1725 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fielder Capital Group LLC | History | No change | 21,578 | 1,537 | 0.33% | 0.33% | 1726 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vann Equity Management LLC | History | Added to | 21,735 | 1,534 | 0.91% | 0.94% | 1728 | +48 | 0.22% | Q3 2026 | Oct 07, 2026 |
| Hemenway Trust Co LLC | History | No change | 21,537 | 1,534 | 0.11% | 0.11% | 1727 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthTrak Capital Management LLC | History | No change | 21,507 | 1,532 | 1.01% | 1.01% | 1729 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Revisor Wealth Management LLC | History | No change | 21,498 | 1,531 | 0.37% | 0.37% | 1730 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 1832 Asset Management L.P. | History | No change | 21,474 | 1,530 | 0.0% | 0.0% | 1731 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Windsor Advisory Group, LLC | History | No change | 21,479 | 1,530 | 1.11% | 1.11% | 1732 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | No change | 21,308 | 1,518 | 0.08% | 0.08% | 1733 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Traveka Wealth, LLC | History | No change | 21,303 | 1,517 | 0.5% | 0.5% | 1734 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 21,291 | 1,516 | 0.32% | 0.32% | 1735 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 21,276 | 1,515 | 0.47% | 0.47% | 1736 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Strategic Financial Services, Inc. | History | No change | 21,201 | 1,510 | 0.07% | 0.07% | 1737 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Financial Strategies Group, Inc. | History | No change | 21,434 | 1,510 | 0.24% | 0.24% | 1738 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jump Financial, LLC | History | No change | 21,152 | 1,507 | 0.01% | 0.01% | 1739 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 21,051 | 1,499 | 0.13% | 0.13% | 1740 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diesslin Group, Inc. | History | No change | 21,039 | 1,499 | 0.58% | 0.58% | 1741 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Brio Consultants, LLC | History | No change | 20,994 | 1,495 | 0.18% | 0.18% | 1742 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arsenal Capital Advisors LLC | History | No change | 20,985 | 1,495 | 0.88% | 0.88% | 1743 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 20,973 | 1,494 | 0.04% | 0.04% | 1744 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 20,968 | 1,493 | 0.23% | 0.23% | 1745 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 21,109 | 1,490 | 0.35% | 0.32% | 1746 | +2,724 | 14.82% | Q3 2026 | Oct 07, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 20,877 | 1,487 | 0.77% | 0.77% | 1747 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | No change | 20,809 | 1,482 | 0.81% | 0.81% | 1748 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 20,792 | 1,481 | 0.76% | 0.76% | 1749 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 20,785 | 1,480 | 0.36% | 0.36% | 1750 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NBT BANK, N.A. | History | No change | 20,666 | 1,472 | 0.1% | 0.1% | 1751 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Perspectives, Inc | History | No change | 20,632 | 1,470 | 0.36% | 0.36% | 1752 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Greenline Partners, LLC | History | No change | 20,601 | 1,467 | 0.15% | 0.15% | 1753 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 20,591 | 1,467 | 0.38% | 0.38% | 1754 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MontVue Capital Management, Inc. | History | No change | 20,594 | 1,467 | 0.84% | 0.84% | 1755 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 20,518 | 1,461 | 0.57% | 0.57% | 1756 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ERn Financial, LLC | History | No change | 20,489 | 1,459 | 0.24% | 0.24% | 1757 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 20,462 | 1,457 | 0.16% | 0.16% | 1758 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clarendon Private LLC | History | No change | 20,447 | 1,456 | 0.94% | 0.94% | 1759 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 20,609 | 1,455 | 1.2% | 1.07% | 1760 | +3,070 | 17.5% | Q3 2026 | Oct 08, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 20,366 | 1,451 | 0.15% | 0.15% | 1761 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 20,270 | 1,444 | 0.89% | 0.89% | 1762 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EQ LLC | History | No change | 20,261 | 1,443 | 0.35% | 0.35% | 1763 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Powers Advisory Group, LLC | History | No change | 20,240 | 1,442 | 0.45% | 0.45% | 1764 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hansen & Associates Financial Group, Inc. | History | No change | 20,033 | 1,440 | 0.83% | 0.83% | 1765 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 20,208 | 1,439 | 0.27% | 0.27% | 1766 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 20,208 | 1,439 | 0.38% | 0.38% | 1767 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pioneer Wealth Management Group | History | Added to | 20,263 | 1,430 | 0.34% | 0.34% | 1768 | +266 | 1.33% | Q3 2026 | Oct 08, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 1,425 | 0.06% | 0.06% | 1769 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kassira Wealth Management LLC | History | No change | 19,991 | 1,424 | 1.14% | 1.14% | 1770 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mainsail Financial Group, LLC | History | No change | 19,933 | 1,420 | 0.48% | 0.48% | 1771 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 19,929 | 1,419 | 0.29% | 0.29% | 1772 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 19,905 | 1,418 | 0.02% | 0.02% | 1773 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PFG Investments, LLC | History | No change | 19,853 | 1,414 | 0.05% | 0.05% | 1774 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HANOVER ADVISORS INC | History | No change | 19,844 | 1,413 | 0.51% | 0.51% | 1775 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 19,781 | 1,409 | 0.22% | 0.22% | 1776 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 19,743 | 1,406 | 0.4% | 0.4% | 1777 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 19,679 | 1,402 | 0.22% | 0.22% | 1778 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Antonelli Financial Advisors, LLC | History | No change | 19,666 | 1,401 | 0.96% | 0.96% | 1779 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Palisade Asset Management, LLC | History | No change | 19,577 | 1,394 | 0.13% | 0.13% | 1780 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Idaho Trust Co | History | No change | 19,545 | 1,392 | 0.41% | 0.41% | 1781 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MBE Wealth Management, LLC | History | No change | 19,540 | 1,392 | 0.49% | 0.49% | 1782 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 19,527 | 1,391 | 0.0% | 0.0% | 1783 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 19,673 | 1,389 | 1.0% | 1.0% | 1785 | -426 | -2.12% | Q3 2026 | Oct 08, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 19,498 | 1,389 | 0.31% | 0.31% | 1784 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IKE Capital, LLC | History | No change | 19,371 | 1,380 | 0.73% | 0.73% | 1786 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 19,341 | 1,378 | 0.26% | 0.26% | 1787 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Heck Capital Advisors, LLC | History | No change | 19,345 | 1,378 | 0.08% | 0.08% | 1788 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LS Investment Advisors, LLC | History | No change | 19,321 | 1,376 | 0.19% | 0.19% | 1789 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST MERCHANTS CORP | History | No change | 19,299 | 1,375 | 0.05% | 0.05% | 1790 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DV Trading LLC | History | No change | 19,307 | 1,375 | 0.05% | 0.05% | 1791 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 19,292 | 1,374 | 0.68% | 0.68% | 1792 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Breakwater Investment Management | History | No change | 19,209 | 1,368 | 0.47% | 0.47% | 1793 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | No change | 19,154 | 1,364 | 0.08% | 0.08% | 1794 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthquest Corp | History | No change | 19,133 | 1,363 | 0.09% | 0.09% | 1795 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 19,106 | 1,361 | 0.12% | 0.12% | 1796 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 18,894 | 1,346 | 0.72% | 0.72% | 1797 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 18,878 | 1,345 | 0.16% | 0.16% | 1798 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 18,825 | 1,341 | 0.09% | 0.09% | 1799 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 18,820 | 1,340 | 0.62% | 0.62% | 1800 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NBH Bank | History | No change | 18,812 | 1,340 | 0.56% | 0.56% | 1801 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | No change | 18,713 | 1,333 | 0.07% | 0.07% | 1802 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG Asset Management Group, Inc. | History | No change | 18,713 | 1,333 | 0.83% | 0.83% | 1803 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avos Capital Management, LLC | History | No change | 18,707 | 1,332 | 0.55% | 0.55% | 1804 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Putney Financial Group LLC | History | No change | 18,701 | 1,332 | 1.2% | 1.2% | 1805 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GreatBanc Trust CO | History | No change | 18,650 | 1,328 | 0.82% | 0.82% | 1806 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keeler Thomas Management LLC | History | No change | 18,626 | 1,327 | 0.47% | 0.47% | 1807 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 18,619 | 1,326 | 0.02% | 0.02% | 1808 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFM, LLC | History | No change | 18,590 | 1,324 | 0.68% | 0.68% | 1809 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 18,549 | 1,321 | 0.39% | 0.39% | 1810 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 18,705 | 1,320 | 0.14% | 0.14% | 1811 | -17 | -0.09% | Q3 2026 | Oct 05, 2026 |
| ATX Financial Planning, LLC | History | No change | 18,329 | 1,305 | 0.86% | 0.86% | 1812 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| First County Bank /CT/ | History | No change | 18,287 | 1,302 | 0.61% | 0.61% | 1813 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Pacific Sage Partners, LLC | History | No change | 18,271 | 1,301 | 0.18% | 0.18% | 1814 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 18,250 | 1,300 | 0.32% | 0.32% | 1815 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 18,386 | 1,298 | 0.62% | 0.65% | 1817 | -65 | -0.35% | Q3 2026 | Oct 09, 2026 |
| MTM Investment Management, LLC | History | No change | 18,230 | 1,298 | 0.37% | 0.37% | 1816 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 18,198 | 1,296 | 0.13% | 0.13% | 1818 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PlanVest Financial, Inc | History | No change | 18,078 | 1,288 | 0.86% | 0.86% | 1819 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Trust | History | No change | 18,040 | 1,285 | 0.23% | 0.23% | 1820 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 17,988 | 1,281 | 0.21% | 0.21% | 1821 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ketron Financial | History | No change | 17,982 | 1,281 | 0.4% | 0.4% | 1822 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Halter Ferguson Financial Inc. | History | No change | 17,953 | 1,279 | 0.21% | 0.21% | 1823 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bell Investment Advisors, Inc | History | No change | 17,962 | 1,279 | 0.19% | 0.19% | 1824 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elevate Capital Advisors, LLC | History | No change | 17,903 | 1,275 | 0.7% | 0.7% | 1825 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 17,898 | 1,275 | 0.03% | 0.03% | 1826 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Immaculate Wealth Management LLC | History | No change | 17,901 | 1,275 | 8.63% | 8.63% | 1827 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heartland Bank & Trust Co | History | No change | 17,874 | 1,273 | 0.26% | 0.26% | 1828 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 17,873 | 1,273 | 0.77% | 0.77% | 1829 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cromwell Holdings LLC | History | No change | 17,860 | 1,272 | 0.57% | 0.57% | 1830 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 17,855 | 1,272 | 0.36% | 0.36% | 1831 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 25,598 | 1,265 | 0.08% | 0.08% | 1832 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 17,884 | 1,262 | 0.3% | 0.31% | 1833 | +1 | 0.01% | Q3 2026 | Oct 06, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 17,593 | 1,253 | 0.16% | 0.16% | 1834 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 17,569 | 1,251 | 0.08% | 0.08% | 1835 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olde Wealth Management, LLC | History | No change | 17,567 | 1,251 | 0.35% | 0.35% | 1836 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 17,538 | 1,249 | 0.16% | 0.16% | 1837 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Skyline Advisors, Inc. | History | No change | 17,543 | 1,249 | 0.39% | 0.39% | 1838 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 32,311 | 1,249 | 0.1% | 0.1% | 1839 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 17,474 | 1,244 | 0.06% | 0.06% | 1840 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Next Capital Management LLC | History | No change | 17,435 | 1,242 | 0.34% | 0.34% | 1841 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 17,398 | 1,239 | 0.03% | 0.03% | 1842 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 17,379 | 1,238 | 0.22% | 0.22% | 1843 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Carmel Capital Partners, LLC | History | No change | 17,229 | 1,227 | 0.4% | 0.4% | 1844 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 17,208 | 1,226 | 0.06% | 0.06% | 1845 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 17,166 | 1,223 | 0.53% | 0.53% | 1846 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WOODSTOCK CORP | History | No change | 17,161 | 1,222 | 0.1% | 0.1% | 1847 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Goepper Burkhardt LLC | History | No change | 17,056 | 1,215 | 0.36% | 0.36% | 1848 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 17,052 | 1,214 | 0.08% | 0.08% | 1849 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 16,982 | 1,209 | 0.63% | 0.63% | 1850 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JSF Financial, LLC | History | No change | 16,951 | 1,207 | 0.19% | 0.19% | 1851 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | No change | 16,929 | 1,206 | 0.85% | 0.85% | 1852 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First National Bank of Hutchinson | History | No change | 16,816 | 1,198 | 0.66% | 0.66% | 1853 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 16,814 | 1,197 | 0.11% | 0.11% | 1854 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAM Investment Partners, LLC | History | No change | 16,804 | 1,197 | 0.19% | 0.19% | 1855 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 16,784 | 1,195 | 0.88% | 0.88% | 1856 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 16,741 | 1,192 | 0.13% | 0.13% | 1857 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brookwood Investment Group LLC | History | No change | 16,694 | 1,189 | 0.13% | 0.13% | 1858 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NWF Advisory Services Inc. | History | No change | 16,651 | 1,186 | 0.11% | 0.11% | 1859 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 16,796 | 1,185 | 0.75% | 0.79% | 1860 | -175 | -1.03% | Q3 2026 | Oct 09, 2026 |
| Ariadne Wealth Management, LP | History | No change | 16,614 | 1,183 | 0.52% | 0.52% | 1861 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 16,591 | 1,182 | 0.69% | 0.69% | 1862 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARINGS LLC | History | No change | 16,483 | 1,174 | 0.02% | 0.02% | 1863 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 16,480 | 1,174 | 0.24% | 0.24% | 1864 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 16,439 | 1,171 | 0.07% | 0.07% | 1865 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 16,415 | 1,169 | 0.87% | 0.87% | 1866 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nikulski Financial, Inc. | History | No change | 16,402 | 1,168 | 0.25% | 0.25% | 1867 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 16,303 | 1,161 | 0.3% | 0.3% | 1868 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 16,266 | 1,158 | 0.22% | 0.22% | 1869 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Squared Financial LLC | History | No change | 16,261 | 1,158 | 0.76% | 0.76% | 1870 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Paragon Capital Management Ltd | History | Added to | 16,326 | 1,152 | 0.21% | 0.22% | 1872 | +170 | 1.05% | Q3 2026 | Oct 09, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 16,181 | 1,152 | 0.01% | 0.01% | 1871 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 16,181 | 1,152 | 0.09% | 0.09% | 1873 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Burton Enright Welch | History | No change | 16,179 | 1,152 | 0.14% | 0.14% | 1874 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arcus Capital Partners, LLC | History | No change | 16,166 | 1,151 | 0.48% | 0.48% | 1875 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Management Associates, Inc | History | No change | 16,112 | 1,147 | 0.23% | 0.23% | 1876 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Freedom Financial Partners LLC | History | No change | 16,067 | 1,144 | 0.37% | 0.37% | 1877 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 16,052 | 1,143 | 0.09% | 0.09% | 1878 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 15,596 | 1,143 | 0.87% | 0.87% | 1879 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Investment Services, LLC | History | No change | 16,023 | 1,141 | 0.32% | 0.32% | 1880 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 16,004 | 1,140 | 0.21% | 0.21% | 1881 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WealthShield Partners, LLC | History | No change | 16,009 | 1,140 | 0.17% | 0.17% | 1882 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Biltmore Family Office, LLC | History | No change | 16,001 | 1,140 | 0.15% | 0.15% | 1883 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 16,013 | 1,140 | 0.18% | 0.18% | 1884 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 15,905 | 1,133 | 0.09% | 0.09% | 1885 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vantage Point Financial LLC | History | No change | 15,875 | 1,131 | 0.34% | 0.34% | 1886 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLC Capital Advisors | History | No change | 15,781 | 1,124 | 0.18% | 0.18% | 1887 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 16,134 | 1,124 | 0.34% | 0.34% | 1888 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McLean Asset Management Corp | History | No change | 15,911 | 1,123 | 0.15% | 0.15% | 1889 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 15,751 | 1,122 | 0.36% | 0.36% | 1890 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Belleair Asset Management, LLC | History | No change | 15,741 | 1,121 | 0.94% | 0.94% | 1891 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kagan Cocozza Asset Management | History | No change | 15,703 | 1,118 | 0.7% | 0.7% | 1892 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Santori & Peters, Inc. | History | No change | 15,663 | 1,115 | 0.31% | 0.31% | 1893 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valpey Financial Services, LLC | History | No change | 15,662 | 1,115 | 0.66% | 0.66% | 1894 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Wealth Network Inc. | History | No change | 15,621 | 1,112 | 0.28% | 0.28% | 1895 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GODSEY & GIBB, INC | History | No change | 15,576 | 1,109 | 0.09% | 0.09% | 1896 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 15,560 | 1,108 | 0.0% | 0.0% | 1897 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 15,542 | 1,107 | 0.23% | 0.23% | 1898 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 15,700 | 1,106 | 0.36% | 0.36% | 1899 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 15,449 | 1,100 | 0.18% | 0.18% | 1900 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 15,424 | 1,098 | 0.12% | 0.12% | 1901 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 15,412 | 1,098 | 0.7% | 0.7% | 1902 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Westfuller Advisors, LLC | History | No change | 15,408 | 1,097 | 0.4% | 0.4% | 1903 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 15,366 | 1,094 | 0.43% | 0.43% | 1904 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TICINO WEALTH | History | No change | 15,365 | 1,094 | 0.35% | 0.35% | 1905 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Viewpoint Capital Management LLC | History | No change | 15,352 | 1,093 | 0.56% | 0.56% | 1906 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 15,342 | 1,093 | 0.07% | 0.07% | 1907 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tudor Financial Inc. | History | No change | 15,341 | 1,093 | 0.49% | 0.49% | 1908 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Innovative Wealth Building LLC | History | No change | 15,345 | 1,093 | 0.63% | 0.63% | 1909 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rice Partnership, LLC | History | No change | 15,317 | 1,091 | 0.13% | 0.13% | 1910 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Elser Financial Planning, Inc | History | No change | 15,288 | 1,089 | 0.05% | 0.05% | 1911 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aspire Capital Advisors LLC | History | No change | 15,270 | 1,087 | 0.21% | 0.21% | 1912 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 15,250 | 1,086 | 0.21% | 0.21% | 1913 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Outbound Financial Inc | History | No change | 15,247 | 1,086 | 0.7% | 0.7% | 1914 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Redmond Asset Management, LLC | History | No change | 15,235 | 1,085 | 0.27% | 0.27% | 1915 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 15,250 | 1,085 | 0.34% | 0.34% | 1916 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest Bancshares, Inc. | History | No change | 15,158 | 1,080 | 0.19% | 0.19% | 1917 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fire Capital Management LLC | History | No change | 15,171 | 1,080 | 0.44% | 0.44% | 1918 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Black Cypress Capital Management, LLC | History | No change | 15,129 | 1,077 | 0.72% | 0.72% | 1919 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brown Financial Advisory | History | No change | 15,092 | 1,075 | 0.45% | 0.45% | 1920 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 15,193 | 1,072 | 0.7% | 0.73% | 1921 | -841 | -5.25% | Q3 2026 | Oct 09, 2026 |
| Alaethes Wealth, LLC | History | No change | 15,040 | 1,071 | 0.31% | 0.31% | 1922 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARWA LLC | History | No change | 15,252 | 1,068 | 0.44% | 0.44% | 1923 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 14,948 | 1,065 | 0.06% | 0.06% | 1924 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Center for Financial Planning, Inc. | History | No change | 14,862 | 1,058 | 0.1% | 0.1% | 1925 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Trust, LLC | History | No change | 14,840 | 1,057 | 0.14% | 0.14% | 1926 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 14,835 | 1,057 | 0.22% | 0.22% | 1927 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 14,841 | 1,057 | 0.41% | 0.41% | 1928 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 14,951 | 1,055 | 0.18% | 0.17% | 1929 | -39 | -0.26% | Q3 2026 | Oct 09, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 14,757 | 1,051 | 0.36% | 0.36% | 1930 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beckerman Institutional, LLC | History | No change | 14,748 | 1,050 | 0.5% | 0.5% | 1931 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modus Advisors, LLC | History | No change | 14,704 | 1,047 | 0.26% | 0.26% | 1932 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Maia Wealth LLC | History | No change | 14,618 | 1,041 | 0.15% | 0.15% | 1933 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Founders Financial Alliance, LLC | History | No change | 14,581 | 1,038 | 0.14% | 0.14% | 1934 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American State Bank (Iowa) | History | No change | 14,574 | 1,038 | 0.42% | 0.42% | 1935 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 14,537 | 1,035 | 0.04% | 0.04% | 1936 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SYM FINANCIAL Corp | History | No change | 14,476 | 1,031 | 0.08% | 0.08% | 1937 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 14,435 | 1,028 | 0.81% | 0.81% | 1938 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 14,403 | 1,026 | 0.07% | 0.07% | 1939 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Lotus Asset Management LLC | History | No change | 14,399 | 1,026 | 0.91% | 0.91% | 1940 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Sonoma Private Wealth LLC | History | No change | 14,391 | 1,025 | 1.1% | 1.1% | 1941 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advantage, Inc. | History | No change | 14,382 | 1,024 | 0.12% | 0.12% | 1942 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 14,345 | 1,022 | 0.17% | 0.17% | 1943 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TriaGen Wealth Management LLC | History | No change | 14,353 | 1,022 | 0.26% | 0.26% | 1944 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of Marin | History | No change | 14,254 | 1,015 | 0.71% | 0.71% | 1945 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 14,201 | 1,011 | 0.19% | 0.19% | 1946 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BigSur Wealth Management LLC | History | No change | 14,100 | 1,004 | 0.24% | 0.24% | 1947 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Waterfront Wealth Inc. | History | No change | 14,074 | 999 | 0.15% | 0.15% | 1948 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 13,984 | 996 | 0.09% | 0.09% | 1949 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 13,920 | 991 | 0.1% | 0.1% | 1950 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bluesphere Advisors LLC | History | No change | 13,919 | 991 | 0.31% | 0.31% | 1951 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Causey Wealth LLC | History | No change | 13,900 | 990 | 0.39% | 0.39% | 1952 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Capital Advisors, LLC | History | No change | 13,872 | 988 | 0.53% | 0.53% | 1953 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Squarepoint Ops LLC | History | No change | 13,862 | 987 | 0.0% | 0.0% | 1954 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everstar Asset Management, LLC | History | No change | 13,854 | 987 | 0.48% | 0.48% | 1955 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Balance Wealth Partners LLC | History | No change | 13,840 | 986 | 0.26% | 0.26% | 1956 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apollon Financial, LLC | History | No change | 13,739 | 978 | 0.12% | 0.12% | 1957 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 13,707 | 976 | 0.5% | 0.5% | 1958 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wrenne Financial Planning LLC | History | No change | 13,631 | 971 | 0.33% | 0.33% | 1959 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 13,609 | 969 | 0.45% | 0.45% | 1960 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Argyle Capital Partners, LLC | History | No change | 13,580 | 967 | 0.61% | 0.61% | 1961 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Opulen Financial Group LLC | History | No change | 13,534 | 964 | 0.61% | 0.61% | 1962 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Venturi Wealth Management, LLC | History | No change | 13,517 | 963 | 0.04% | 0.04% | 1963 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 13,506 | 962 | 0.7% | 0.7% | 1964 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 13,749 | 960 | 0.04% | 0.05% | 1966 | -384 | -2.72% | Q3 2026 | Oct 09, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 13,485 | 960 | 0.09% | 0.09% | 1965 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 13,468 | 959 | 0.69% | 0.69% | 1967 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EQUITABLE TRUST CO | History | No change | 13,352 | 951 | 0.04% | 0.04% | 1968 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bridgewater Advisors Inc. | History | No change | 13,398 | 951 | 0.05% | 0.05% | 1969 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sachetta, LLC | History | No change | 13,356 | 951 | 0.46% | 0.46% | 1970 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wallace Advisory Group, LLC | History | No change | 13,317 | 948 | 0.89% | 0.89% | 1971 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Abbot Financial Management, Inc. | History | No change | 13,286 | 946 | 0.32% | 0.32% | 1972 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sankala Group LLC | History | No change | 13,053 | 945 | 0.63% | 0.63% | 1973 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MATTERS CAPITAL LLC | History | No change | 13,254 | 944 | 0.66% | 0.66% | 1974 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Pacific Financial | History | No change | 13,233 | 942 | 0.11% | 0.11% | 1975 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 13,197 | 940 | 0.07% | 0.07% | 1976 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 13,205 | 940 | 0.39% | 0.39% | 1977 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Group, LLC | History | No change | 13,163 | 937 | 0.36% | 0.36% | 1978 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| St. Clair Advisors, LLC | History | No change | 13,141 | 936 | 0.24% | 0.24% | 1979 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 13,110 | 934 | 0.14% | 0.14% | 1980 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 13,084 | 932 | 0.29% | 0.29% | 1981 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Princeton Global Asset Management LLC | History | No change | 13,047 | 929 | 0.13% | 0.13% | 1982 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 13,015 | 927 | 0.35% | 0.35% | 1983 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 13,000 | 926 | 0.04% | 0.04% | 1984 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | No change | 13,004 | 926 | 0.66% | 0.66% | 1985 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Annex Advisory Services, LLC | History | No change | 12,991 | 925 | 0.02% | 0.02% | 1986 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Objective Capital Management, LLC | History | No change | 12,940 | 921 | 0.82% | 0.82% | 1987 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 12,935 | 921 | 0.57% | 0.57% | 1988 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 12,829 | 914 | 0.06% | 0.06% | 1989 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 12,941 | 913 | 0.5% | — | 1990 | +12,941 | New | Q3 2026 | Oct 07, 2026 |
| W1M Asset Management Ltd | History | No change | 12,805 | 912 | 0.01% | 0.01% | 1991 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 12,711 | 905 | 0.54% | 0.54% | 1992 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 12,701 | 904 | 0.01% | 0.01% | 1993 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elgethun Capital Management | History | No change | 12,676 | 903 | 0.13% | 0.13% | 1994 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 12,687 | 903 | 0.18% | 0.18% | 1995 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 12,661 | 902 | 0.2% | 0.2% | 1996 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Friedenthal Financial | History | No change | 12,658 | 901 | 0.42% | 0.42% | 1997 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 12,651 | 901 | 0.19% | 0.19% | 1998 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Round Rock Advisors LLC | History | No change | 12,637 | 900 | 0.12% | 0.12% | 1999 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BetterWealth, LLC | History | No change | 12,579 | 896 | 0.16% | 0.16% | 2000 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |