VANGUARD SCOTTSDALE FUNDS - VGIT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026

13D/13G major owners: Ownership tab.

Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.

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Investor	History	Status	Shares held	Market value ($000)	% of portfolio	Previous %	Rank	Change in shares	% change in shares	Source	Date reported
BANK OF AMERICA CORP /DE/	History	No change	88,414,545	5,214,689	0.34%	0.34%	1	0	0.0%	Q2 2026	Aug 14, 2026
JPMORGAN CHASE & CO	History	No change	78,539,160	4,647,162	0.26%	0.26%	2	0	0.0%	Q2 2026	Aug 12, 2026
Empower Advisory Group, LLC	History	No change	25,562,812	1,507,694	3.6%	3.6%	3	0	0.0%	Q2 2026	Aug 12, 2026
MORGAN STANLEY	History	No change	23,677,846	1,396,519	0.07%	0.07%	4	0	0.0%	Q2 2026	Aug 13, 2026
Employees Retirement System of Texas	History	No change	23,386,000	1,379,306	10.96%	10.96%	5	0	0.0%	Q2 2026	Aug 14, 2026
Creative Planning	History	No change	21,003,636	1,238,794	0.72%	0.72%	6	0	0.0%	Q2 2026	Aug 13, 2026
SCS Capital Management LLC	History	No change	20,007,805	1,180,060	11.15%	11.15%	7	0	0.0%	Q2 2026	Aug 06, 2026
Focus Partners Wealth	History	No change	15,151,246	893,620	0.92%	0.92%	8	0	0.0%	Q2 2026	Aug 12, 2026
UBS Group AG	History	No change	14,305,631	843,746	0.11%	0.11%	9	0	0.0%	Q2 2026	Aug 13, 2026
ALLIANCEBERNSTEIN L.P.	History	No change	9,900,000	589,545	0.19%	0.19%	10	0	0.0%	Q2 2026	Aug 14, 2026
Focus Partners Advisor Solutions, LLC	History	No change	9,601,130	566,282	4.8%	4.8%	11	0	0.0%	Q2 2026	Aug 06, 2026
NEPC LLC	History	No change	8,475,832	499,904	9.33%	9.33%	12	0	0.0%	Q2 2026	Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	6,689,898	394,570	0.09%	0.09%	13	0	0.0%	Q2 2026	Sep 23, 2026
MASECO LLP	History	No change	6,671,234	393,369	11.06%	11.06%	14	0	0.0%	Q2 2026	Aug 05, 2026
AMERIPRISE FINANCIAL INC	History	No change	6,617,220	388,566	0.08%	0.08%	15	0	0.0%	Q2 2026	Aug 14, 2026
Blue Trust, Inc.	History	No change	6,536,465	385,520	4.04%	4.04%	16	0	0.0%	Q2 2026	Jul 21, 2026
Savant Capital, LLC	History	No change	6,509,112	384,205	1.13%	1.13%	17	0	0.0%	Q2 2026	Aug 10, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	History	No change	6,332,861	373,512	5.39%	5.39%	18	0	0.0%	Q2 2026	Aug 14, 2026
Cerity Partners LLC	History	No change	5,162,594	304,489	0.37%	0.37%	19	0	0.0%	Q2 2026	Aug 14, 2026
WELLS FARGO & COMPANY/MN	History	No change	4,972,430	293,273	0.05%	0.05%	20	0	0.0%	Q2 2026	Aug 14, 2026
WIT, LLC	History	No change	4,902,356	289,140	4.62%	4.62%	21	0	0.0%	Q2 2026	Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	History	No change	4,196,999	247,539	3.25%	3.25%	22	0	0.0%	Q2 2026	Jul 15, 2026
FMR LLC	History	No change	3,794,788	223,816	0.01%	0.01%	23	0	0.0%	Q2 2026	Aug 13, 2026
Valmark Advisers, Inc.	History	No change	3,566,775	210,368	2.23%	2.23%	24	0	0.0%	Q2 2026	Aug 06, 2026
MANNING & NAPIER ADVISORS LLC	History	No change	3,352,042	198,340	2.54%	2.54%	25	0	0.0%	Q2 2026	Aug 13, 2026
Fisher Asset Management, LLC	History	No change	3,347,771	197,451	0.06%	0.06%	26	0	0.0%	Q2 2026	Aug 04, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	3,338,006	196,875	0.05%	0.05%	27	0	0.0%	Q2 2026	Aug 14, 2026
HighTower Advisors, LLC	History	No change	3,279,242	193,409	0.19%	0.19%	28	0	0.0%	Q2 2026	Aug 05, 2026
LPL Financial LLC	History	No change	3,093,781	182,471	0.04%	0.04%	29	0	0.0%	Q2 2026	Aug 07, 2026
Foster Group, Inc.	History	No change	2,804,026	165,381	4.4%	4.4%	30	0	0.0%	Q2 2026	Jul 07, 2026
Strategic Financial Services, Inc.	History	No change	2,797,607	165,002	7.23%	7.23%	31	0	0.0%	Q2 2026	Aug 24, 2026
Acropolis Investment Management, LLC	History	No change	2,756,549	162,581	6.41%	6.41%	32	0	0.0%	Q2 2026	Jul 16, 2026
Corient Private Wealth LP	History	No change	2,546,562	150,649	0.21%	0.21%	33	0	0.0%	Q2 2026	Aug 27, 2026
Bangor Savings Bank	History	Added to	2,322,605	131,598	10.02%	9.96%	34	+26,221	1.14%	Q3 2026	Oct 06, 2026
ROYAL BANK OF CANADA	History	No change	1,936,951	114,241	0.02%	0.02%	35	0	0.0%	Q2 2026	Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	1,948,930	114,129	0.19%	0.19%	36	0	0.0%	Q2 2026	Jul 15, 2026
FIRST INTERSTATE BANK	History	No change	1,927,652	113,692	5.93%	5.93%	37	0	0.0%	Q2 2026	Jul 24, 2026
Kestra Investment Management, LLC	History	No change	1,895,511	111,797	2.17%	2.17%	38	0	0.0%	Q2 2026	Aug 05, 2026
Cetera Investment Advisers	History	No change	1,813,821	106,979	0.1%	0.1%	39	0	0.0%	Q2 2026	Aug 12, 2026
Valeo Financial Advisors, LLC	History	No change	1,734,316	93,279	1.97%	1.97%	40	0	0.0%	Q2 2026	Jul 08, 2026
Perigon Wealth Management, LLC	History	No change	1,578,346	93,090	1.46%	1.46%	41	0	0.0%	Q2 2026	Aug 07, 2026
Atria Investments, Inc	History	No change	1,572,298	92,734	0.93%	0.93%	42	0	0.0%	Q2 2026	Jul 28, 2026
Bank of New York Mellon Corp	History	No change	1,543,283	91,022	0.01%	0.01%	43	0	0.0%	Q2 2026	Aug 06, 2026
BURNEY CO/	History	No change	1,522,975	89,825	2.42%	2.42%	44	0	0.0%	Q2 2026	Jul 14, 2026
Badgley Phelps Wealth Managers, LLC	History	No change	1,489,697	87,862	1.54%	1.54%	45	0	0.0%	Q2 2026	Jul 31, 2026
Modern Wealth Management, LLC	History	No change	1,439,692	84,913	1.01%	1.01%	46	0	0.0%	Q2 2026	Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	1,374,152	81,047	0.01%	0.01%	47	0	0.0%	Q2 2026	Aug 13, 2026
Sand Hill Global Advisors, LLC	History	No change	1,360,880	80,264	2.42%	2.42%	48	0	0.0%	Q2 2026	Aug 11, 2026
Miller Investment Management, LP	History	No change	1,300,506	76,703	7.01%	7.01%	49	0	0.0%	Q2 2026	Aug 13, 2026
Hanson & Doremus Investment Management	History	No change	1,288,716	76,008	7.73%	7.73%	50	0	0.0%	Q2 2026	Jul 29, 2026
Retirement Systems of Alabama	History	No change	1,275,570	75,233	0.23%	0.23%	51	0	0.0%	Q2 2026	Jul 28, 2026
Penserra Capital Management LLC	History	No change	1,230,388	72,568	0.56%	0.56%	52	0	0.0%	Q2 2026	Aug 13, 2026
Cliffwater LLC	History	No change	1,200,527	70,807	17.63%	17.63%	53	0	0.0%	Q2 2026	Aug 12, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	1,186,483	69,979	0.16%	0.16%	54	0	0.0%	Q2 2026	Jul 27, 2026
Cardinal Point Capital Management ULC	History	No change	1,186,491	69,979	3.96%	3.96%	55	0	0.0%	Q2 2026	Jul 14, 2026
NORTHWEST WEALTH MANAGEMENT, LLC	History	No change	1,180,006	69,596	9.18%	9.18%	56	0	0.0%	Q2 2026	Jul 13, 2026
LIBRA WEALTH LLC	History	No change	1,092,189	64,417	16.47%	16.47%	57	0	0.0%	Q2 2026	Aug 06, 2026
RiverFront Investment Group, LLC	History	No change	1,067,286	62,948	0.83%	0.83%	58	0	0.0%	Q2 2026	Jul 29, 2026
Tanglewood Wealth Management, Inc.	History	No change	1,026,225	60,526	5.15%	5.15%	59	0	0.0%	Q2 2026	Jul 27, 2026
Apollon Wealth Management, LLC	History	No change	997,614	58,839	0.71%	0.71%	60	0	0.0%	Q2 2026	Jul 22, 2026
CAPE COD FIVE CENTS SAVINGS BANK	History	No change	992,735	58,551	4.76%	4.76%	61	0	0.0%	Q2 2026	Aug 14, 2026
TRUIST FINANCIAL CORP	History	No change	987,030	58,215	0.07%	0.07%	62	0	0.0%	Q2 2026	Jul 28, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC	History	No change	974,352	57,467	4.36%	4.36%	63	0	0.0%	Q2 2026	Jul 16, 2026
Klaas Financial Asset Advisors, LLC	History	No change	942,378	55,581	6.92%	6.92%	64	0	0.0%	Q2 2026	Jul 15, 2026
Vident Advisory, LLC	History	No change	917,662	54,123	0.39%	0.39%	65	0	0.0%	Q2 2026	Aug 12, 2026
CITIGROUP INC	History	No change	911,958	53,787	0.02%	0.02%	66	0	0.0%	Q2 2026	Aug 03, 2026
VANGUARD ADVISERS INC	History	No change	908,764	53,598	0.18%	0.18%	67	0	0.0%	Q2 2026	Aug 13, 2026
Opus Capital Group, LLC	History	No change	906,409	53,460	5.18%	5.18%	68	0	0.0%	Q2 2026	Jul 31, 2026
Oakworth Capital, Inc.	History	No change	851,504	50,098	2.38%	2.38%	69	0	0.0%	Q2 2026	Jul 22, 2026
BlueSky Wealth Advisors, LLC	History	No change	842,326	49,680	5.75%	5.75%	70	0	0.0%	Q2 2026	Jul 28, 2026
LAZARD ASSET MANAGEMENT LLC	History	No change	814,571	48,043	0.07%	0.07%	71	0	0.0%	Q2 2026	Aug 14, 2026
Kathmere Capital Management, LLC	History	No change	799,263	47,140	2.49%	2.49%	72	0	0.0%	Q2 2026	Jul 29, 2026
Summit Trail Advisors, LLC	History	No change	785,893	46,351	0.58%	0.58%	73	0	0.0%	Q2 2026	Aug 11, 2026
Nova R Wealth, Inc.	History	No change	777,537	45,859	13.38%	13.38%	74	0	0.0%	Q2 2026	Jul 17, 2026
Sage Mountain Advisors LLC	History	No change	776,955	45,824	2.82%	2.82%	75	0	0.0%	Q2 2026	Aug 05, 2026
OSAIC HOLDINGS, INC.	History	No change	776,899	45,822	0.05%	0.05%	76	0	0.0%	Q2 2026	Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	No change	773,476	45,619	0.57%	0.57%	77	0	0.0%	Q2 2026	Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	772,897	45,585	2.17%	2.17%	78	0	0.0%	Q2 2026	Jul 28, 2026
Kestra Advisory Services, LLC	History	No change	764,919	45,114	0.15%	0.15%	79	0	0.0%	Q2 2026	Jul 28, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	748,612	44,153	0.32%	0.32%	80	0	0.0%	Q2 2026	Jul 23, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	731,329	43,133	0.07%	0.07%	81	0	0.0%	Q2 2026	Aug 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC	History	No change	723,935	42,697	3.38%	3.38%	82	0	0.0%	Q2 2026	Aug 06, 2026
Portland Global Advisors LLC	History	No change	695,107	40,997	3.9%	3.9%	83	0	0.0%	Q2 2026	Aug 13, 2026
MilWealth Group LLC	History	No change	686,632	40,497	8.64%	8.64%	84	0	0.0%	Q2 2026	Aug 03, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP	History	No change	673,161	39,703	1.4%	1.4%	85	0	0.0%	Q2 2026	Aug 13, 2026
ALBION FINANCIAL GROUP /UT	History	No change	670,080	39,521	2.29%	2.29%	86	0	0.0%	Q2 2026	Jul 22, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	664,050	39,277	0.02%	0.02%	87	0	0.0%	Q2 2026	Aug 14, 2026
Secure Asset Management, LLC	History	No change	664,284	39,179	5.49%	5.49%	88	0	0.0%	Q2 2026	Jul 15, 2026
CYPRESS FINANCIAL PLANNING LLC	History	No change	655,795	38,678	9.37%	9.37%	89	0	0.0%	Q2 2026	Jul 09, 2026
MASTER'S WEALTH MANAGEMENT INC.	History	No change	649,981	38,335	11.54%	11.54%	90	0	0.0%	Q2 2026	Aug 07, 2026
BSW Wealth Partners	History	No change	625,686	36,902	4.1%	4.1%	91	0	0.0%	Q2 2026	Jul 15, 2026
ASSETMARK, INC	History	No change	621,416	36,651	0.06%	0.06%	92	0	0.0%	Q2 2026	Jul 30, 2026
Dakota Wealth Management	History	No change	612,868	36,146	0.69%	0.69%	93	0	0.0%	Q2 2026	Aug 07, 2026
Towneley Capital Management, Inc / DE	History	No change	607,217	35,813	7.03%	7.03%	94	0	0.0%	Q2 2026	Jul 30, 2026
Evergreen Advisors, LLC	History	No change	601,308	35,465	7.57%	7.57%	95	0	0.0%	Q2 2026	Aug 04, 2026
Permanent Capital Management, LP	History	No change	600,884	35,440	4.75%	4.75%	96	0	0.0%	Q2 2026	Aug 12, 2026
Pathway Financial Advisors LLC	History	No change	597,935	35,158	4.1%	4.1%	97	0	0.0%	Q2 2026	Jul 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	588,188	34,720	0.06%	0.06%	98	0	0.0%	Q2 2026	Aug 14, 2026
Emprise Bank	History	No change	576,131	33,980	12.52%	12.52%	99	0	0.0%	Q2 2026	Jul 07, 2026
MAI Capital Management	History	No change	575,908	33,967	0.13%	0.13%	100	0	0.0%	Q2 2026	Aug 14, 2026
BIRCHBROOK, INC.	History	No change	571,005	33,677	15.81%	15.81%	101	0	0.0%	Q2 2026	Jul 08, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	No change	556,923	32,847	0.39%	0.39%	102	0	0.0%	Q2 2026	Aug 06, 2026
GLOBALT Investments LLC / GA	History	No change	555,123	32,741	1.1%	1.1%	103	0	0.0%	Q2 2026	Aug 10, 2026
Private Advisor Group, LLC	History	No change	544,151	32,094	0.15%	0.15%	104	0	0.0%	Q2 2026	Jul 27, 2026
Vise Technologies, Inc.	History	No change	532,352	31,398	0.36%	0.36%	105	0	0.0%	Q2 2026	Aug 10, 2026
Roundview Capital LLC	History	No change	530,707	31,301	1.71%	1.71%	106	0	0.0%	Q2 2026	Jul 30, 2026
PROFFITT & GOODSON INC	History	No change	529,624	31,237	4.29%	4.29%	107	0	0.0%	Q2 2026	Jul 22, 2026
MATHER GROUP, LLC.	History	No change	520,070	30,673	0.27%	0.27%	108	0	0.0%	Q2 2026	Jul 27, 2026
AE Wealth Management LLC	History	No change	513,682	30,296	0.14%	0.14%	109	0	0.0%	Q2 2026	Aug 03, 2026
GOLDMAN SACHS GROUP INC	History	No change	508,860	30,012	0.0%	0.0%	110	0	0.0%	Q2 2026	Aug 14, 2026
EARNED WEALTH ADVISORS, LLC	History	No change	502,096	29,613	1.91%	1.91%	111	0	0.0%	Q2 2026	Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	No change	502,082	29,612	0.3%	0.3%	112	0	0.0%	Q2 2026	Aug 14, 2026
Mirae Asset Global Investments Co., Ltd.	History	No change	500,299	29,507	0.04%	0.04%	113	0	0.0%	Q2 2026	Jul 22, 2026
Kondo Wealth Advisors, Inc.	History	No change	496,479	29,282	9.79%	9.79%	114	0	0.0%	Q2 2026	Jul 21, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	History	No change	490,490	28,929	0.2%	0.2%	115	0	0.0%	Q2 2026	Aug 10, 2026
3EDGE Asset Management, LP	History	No change	489,605	28,876	1.29%	1.29%	116	0	0.0%	Q2 2026	Jul 27, 2026
Procyon Advisors, LLC	History	No change	488,912	28,836	1.24%	1.24%	117	0	0.0%	Q2 2026	Jul 09, 2026
Smartleaf Asset Management LLC	History	No change	486,707	28,798	0.94%	0.94%	118	0	0.0%	Q2 2026	Aug 12, 2026
AMI INVESTMENT MANAGEMENT INC	History	No change	484,140	28,554	6.07%	6.07%	119	0	0.0%	Q2 2026	Jul 15, 2026
EP Wealth Advisors, LLC	History	No change	482,241	28,442	0.11%	0.11%	120	0	0.0%	Q2 2026	Aug 11, 2026
Mariner, LLC	History	No change	475,864	28,066	0.03%	0.03%	121	0	0.0%	Q2 2026	Aug 13, 2026
RKL Wealth Management LLC	History	No change	473,445	27,923	2.23%	2.23%	122	0	0.0%	Q2 2026	Aug 10, 2026
Diversify Advisory Services, LLC	History	No change	476,333	27,817	0.46%	0.46%	123	0	0.0%	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	No change	476,333	27,817	0.46%	0.46%	124	0	0.0%	Q2 2026	Jul 29, 2026
Arista Wealth Management, LLC	History	No change	467,858	27,594	2.98%	2.98%	125	0	0.0%	Q2 2026	Jul 08, 2026
BlackRock, Inc.	History	No change	467,058	27,547	0.0%	0.0%	126	0	0.0%	Q2 2026	Aug 07, 2026
OLD NATIONAL BANCORP /IN/	History	No change	464,632	27,403	0.55%	0.55%	127	0	0.0%	Q2 2026	Jul 15, 2026
25 LLC	History	No change	455,811	26,883	7.36%	7.36%	128	0	0.0%	Q2 2026	Jul 28, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC	History	No change	441,994	26,068	1.86%	1.86%	129	0	0.0%	Q2 2026	Jul 16, 2026
Beacon Bank & Trust	History	No change	440,147	25,959	4.95%	4.95%	130	0	0.0%	Q2 2026	Aug 03, 2026
Kensington Asset Management, LLC	History	No change	435,894	25,709	1.4%	1.4%	131	0	0.0%	Q2 2026	Aug 12, 2026
Jordan Park Group LLC	History	No change	430,584	25,395	1.29%	1.29%	132	0	0.0%	Q2 2026	Aug 11, 2026
1834 INVESTMENT ADVISORS CO	History	No change	421,015	24,831	2.81%	2.81%	133	0	0.0%	Q2 2026	Jul 30, 2026
Private Wealth Management Group, LLC	History	No change	412,992	24,358	5.65%	5.65%	134	0	0.0%	Q2 2026	Jul 27, 2026
Beacon Pointe Advisors, LLC	History	No change	410,947	24,237	0.11%	0.11%	135	0	0.0%	Q2 2026	Aug 18, 2026
Mascoma Wealth Management LLC	History	No change	404,935	23,883	4.43%	4.43%	136	0	0.0%	Q2 2026	Jul 24, 2026
Baird Financial Group, Inc.	History	No change	400,131	23,599	0.03%	0.03%	137	0	0.0%	Q2 2026	Aug 12, 2026
RWA WEALTH PARTNERS, LLC	History	No change	394,346	23,258	0.22%	0.22%	138	0	0.0%	Q2 2026	Aug 07, 2026
Russell Investments Group, Ltd.	History	No change	382,849	22,580	0.02%	0.02%	139	0	0.0%	Q2 2026	Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	381,850	22,521	0.03%	0.03%	140	0	0.0%	Q2 2026	Jul 29, 2026
DORVAL Corp	History	No change	380,281	22,428	6.45%	6.45%	141	0	0.0%	Q2 2026	Jul 24, 2026
Hirtle & Co., LLC	History	No change	373,645	22,037	0.72%	0.72%	142	0	0.0%	Q2 2026	Aug 14, 2026
Whelan Financial	History	No change	373,581	22,033	6.0%	6.0%	143	0	0.0%	Q2 2026	Jul 24, 2026
United Wealth Management, LLC	History	No change	366,726	21,629	4.87%	4.87%	144	0	0.0%	Q2 2026	Jul 23, 2026
Gleason Group, Inc.	History	No change	366,110	21,593	1.88%	1.88%	145	0	0.0%	Q2 2026	Jul 13, 2026
Hilton Capital Management, LLC	History	No change	365,446	21,554	1.47%	1.47%	146	0	0.0%	Q2 2026	Aug 04, 2026
MAYPORT, LLC	History	No change	361,424	21,316	3.31%	3.31%	147	0	0.0%	Q2 2026	Aug 07, 2026
QUATTRO FINANCIAL ADVISORS LLC	History	No change	356,884	21,049	4.5%	4.5%	148	0	0.0%	Q2 2026	Jul 16, 2026
Roth Financial Partners LLC	History	Added to	368,053	20,853	6.23%	5.86%	149	+33,905	10.15%	Q3 2026	Oct 06, 2026
Brady Martz Wealth Solutions, LLC	History	No change	345,954	20,404	3.08%	3.08%	150	0	0.0%	Q2 2026	Jul 23, 2026
Net Worth Advisory Group	History	No change	330,825	19,512	4.92%	4.92%	151	0	0.0%	Q2 2026	Jul 13, 2026
FAMILY WEALTH PARTNERS, LLC	History	No change	326,090	19,232	5.9%	5.9%	152	0	0.0%	Q2 2026	Jul 10, 2026
Farther Finance Advisors, LLC	History	No change	322,771	19,037	0.15%	0.15%	153	0	0.0%	Q2 2026	Jul 17, 2026
Rialto Wealth Management, LLC	History	No change	320,863	18,924	3.74%	3.74%	154	0	0.0%	Q2 2026	Aug 11, 2026
Morling Financial Advisors, LLC	History	No change	320,043	18,876	5.24%	5.24%	155	0	0.0%	Q2 2026	Aug 06, 2026
Tortoise Investment Management, LLC	History	No change	319,219	18,827	1.4%	1.4%	156	0	0.0%	Q2 2026	Aug 07, 2026
Roble, Belko & Company, Inc	History	No change	318,766	18,801	2.03%	2.03%	157	0	0.0%	Q2 2026	Jul 24, 2026
WBH ADVISORY INC	History	No change	318,063	18,759	1.26%	1.26%	158	0	0.0%	Q2 2026	Aug 05, 2026
Arbor Wealth Management LLC\AZ	History	No change	315,769	18,624	16.55%	16.55%	159	0	0.0%	Q2 2026	Aug 12, 2026
BANK OF MONTREAL /CAN/	History	No change	315,717	18,620	0.01%	0.01%	160	0	0.0%	Q2 2026	Aug 12, 2026
Souders Financial Advisors	History	No change	314,204	18,531	1.86%	1.86%	161	0	0.0%	Q2 2026	Aug 05, 2026
Hassell Wealth Management, LLC	History	No change	313,156	18,325	5.62%	5.62%	162	0	0.0%	Q2 2026	Jul 13, 2026
LOWE BROCKENBROUGH & CO INC	History	No change	308,356	18,187	0.81%	0.81%	163	0	0.0%	Q2 2026	Aug 03, 2026
Mitsubishi UFJ Asset Management Co., Ltd.	History	No change	306,550	17,994	0.01%	0.01%	164	0	0.0%	Q2 2026	Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	301,191	17,764	0.01%	0.01%	165	0	0.0%	Q2 2026	Aug 14, 2026
R. W. Roge & Company, Inc.	History	No change	299,214	17,647	7.38%	7.38%	166	0	0.0%	Q2 2026	Jul 31, 2026
Aurdan Capital Management, LLC	History	No change	298,048	17,578	4.46%	4.46%	167	0	0.0%	Q2 2026	Jul 15, 2026
Capital Investment Services of America, Inc.	History	No change	296,578	17,492	1.71%	1.71%	168	0	0.0%	Q2 2026	Jul 22, 2026
MONTAG A & ASSOCIATES INC	History	No change	287,897	16,980	0.72%	0.72%	169	0	0.0%	Q2 2026	Aug 05, 2026
Longview Financial Advisors LLC	History	No change	287,129	16,934	8.37%	8.37%	170	0	0.0%	Q2 2026	Jul 14, 2026
Kings Path Partners LLC	History	No change	284,280	16,766	4.46%	4.46%	171	0	0.0%	Q2 2026	Jul 14, 2026
Friday Financial	History	No change	282,864	16,578	4.44%	4.44%	172	0	0.0%	Q2 2026	Jul 09, 2026
PARK AVENUE SECURITIES LLC	History	No change	277,019	16,339	0.1%	0.1%	173	0	0.0%	Q2 2026	Jul 20, 2026
OneAscent Investment Solutions LLC	History	No change	273,482	16,129	15.27%	15.27%	174	0	0.0%	Q2 2026	Aug 11, 2026
Vernal Point Advisors, LLC	History	No change	272,570	16,076	5.43%	5.43%	175	0	0.0%	Q2 2026	Aug 14, 2026
Salomon & Ludwin, LLC	History	No change	269,897	15,842	1.3%	1.3%	176	0	0.0%	Q2 2026	Aug 07, 2026
MIDLAND WEALTH ADVISORS, LLC	History	No change	268,603	15,842	0.74%	0.74%	177	0	0.0%	Q2 2026	Jul 24, 2026
Aerodigm Wealth, LLC	History	No change	266,914	15,742	5.32%	5.32%	178	0	0.0%	Q2 2026	Aug 04, 2026
Rockefeller Capital Management L.P.	History	No change	266,511	15,718	0.02%	0.02%	179	0	0.0%	Q2 2026	Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC	History	No change	262,929	15,507	0.07%	0.07%	180	0	0.0%	Q2 2026	Aug 11, 2026
Peirce Capital Management, LLC	History	No change	262,383	15,475	5.67%	5.67%	181	0	0.0%	Q2 2026	Jul 10, 2026
BALDWIN WEALTH PARTNERS LLC/MA	History	No change	257,240	15,172	0.99%	0.99%	182	0	0.0%	Q2 2026	Jul 14, 2026
HOWE & RUSLING INC	History	No change	256,842	15,148	0.88%	0.88%	183	0	0.0%	Q2 2026	Aug 10, 2026
BROWN ADVISORY INC	History	No change	256,575	15,132	0.02%	0.02%	184	0	0.0%	Q2 2026	Aug 14, 2026
CFS Investment Advisory Services, LLC	History	No change	257,190	15,122	1.01%	1.01%	185	0	0.0%	Q2 2026	Jul 16, 2026
Squire Investment Management Company, LLC	History	No change	256,311	15,117	3.64%	3.64%	186	0	0.0%	Q2 2026	Jul 28, 2026
MainStreet Investment Advisors LLC	History	No change	252,978	14,920	2.03%	2.03%	187	0	0.0%	Q2 2026	Aug 12, 2026
OneAscent Financial Services LLC	History	No change	250,582	14,779	0.71%	0.71%	188	0	0.0%	Q2 2026	Aug 11, 2026
EverSource Wealth Advisors, LLC	History	No change	247,096	14,573	0.49%	0.49%	189	0	0.0%	Q2 2026	Jul 24, 2026
Wealth Analytics Partners, LLC	History	No change	248,106	14,526	5.27%	5.27%	190	0	0.0%	Q2 2026	Jul 16, 2026
Newport Capital Group, LLC	History	No change	244,928	14,445	8.11%	8.11%	191	0	0.0%	Q2 2026	Jul 21, 2026
Security Financial Services, INC.	History	No change	243,212	14,344	1.99%	1.99%	192	0	0.0%	Q2 2026	Jul 15, 2026
FINANCIAL ADVISORY PARTNERS, LLC	History	No change	242,809	14,320	3.74%	3.74%	193	0	0.0%	Q2 2026	Jul 20, 2026
Seaside Wealth Management, Inc.	History	No change	238,993	14,095	3.48%	3.48%	194	0	0.0%	Q2 2026	Aug 05, 2026
Beverly Hills Private Wealth, LLC	History	No change	236,197	13,930	2.65%	2.65%	195	0	0.0%	Q2 2026	Aug 06, 2026
STALEY CAPITAL ADVISERS INC	History	No change	233,381	13,764	0.54%	0.54%	196	0	0.0%	Q2 2026	Aug 11, 2026
CROBAN	History	No change	231,680	13,661	6.02%	6.02%	197	0	0.0%	Q2 2026	Aug 03, 2026
MML INVESTORS SERVICES, LLC	History	No change	229,545	13,538	0.03%	0.03%	198	0	0.0%	Q2 2026	Aug 07, 2026
FIFTH THIRD BANCORP	History	No change	228,956	13,503	0.02%	0.02%	199	0	0.0%	Q2 2026	Aug 05, 2026
MassMutual Private Wealth & Trust, FSB	History	Added to	237,706	13,468	0.36%	0.36%	200	+1,490	0.63%	Q3 2026	Oct 05, 2026
ELEVATE WEALTH ADVISORY, INC	History	No change	218,445	12,883	7.36%	7.36%	201	0	0.0%	Q2 2026	Aug 14, 2026
Sharp Wealth Advisory, LLC	History	No change	217,275	12,814	5.94%	5.94%	202	0	0.0%	Q2 2026	Jul 24, 2026
Aspirean Wealth, LLC	History	No change	216,086	12,744	11.84%	11.84%	203	0	0.0%	Q2 2026	Aug 06, 2026
HMV Wealth Advisors, LLC	History	No change	215,518	12,711	4.95%	4.95%	204	0	0.0%	Q2 2026	Jul 13, 2026
Sanctuary Advisors, LLC	History	No change	215,342	12,700	0.06%	0.06%	205	0	0.0%	Q2 2026	Aug 13, 2026
HBE Wealth Management, LLC	History	No change	213,462	12,590	9.04%	9.04%	206	0	0.0%	Q2 2026	Jul 13, 2026
Noble Wealth Partners LLC	History	No change	210,630	12,422	10.79%	10.79%	207	0	0.0%	Q2 2026	Jul 24, 2026
ROGCO, LP	History	No change	209,038	12,329	3.77%	3.77%	208	0	0.0%	Q2 2026	Jul 30, 2026
Garde Capital, Inc.	History	No change	205,494	12,120	0.54%	0.54%	209	0	0.0%	Q2 2026	Jul 31, 2026
Marion Wealth Management	History	No change	203,139	11,981	2.44%	2.44%	210	0	0.0%	Q2 2026	Jul 16, 2026
Financial Architects, LLC	History	No change	199,845	11,786	5.65%	5.65%	211	0	0.0%	Q2 2026	Jul 21, 2026
Integrated Wealth Concepts LLC	History	No change	193,960	11,439	0.07%	0.07%	212	0	0.0%	Q2 2026	Sep 08, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	187,843	11,078	0.01%	0.01%	213	0	0.0%	Q2 2026	Aug 07, 2026
Five Pine Wealth Management	History	No change	185,298	10,928	6.18%	6.18%	214	0	0.0%	Q2 2026	Aug 13, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC	History	No change	182,835	10,783	2.76%	2.76%	215	0	0.0%	Q2 2026	Jul 15, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC	History	No change	181,965	10,732	2.14%	2.14%	216	0	0.0%	Q2 2026	Jul 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	181,517	10,702	0.06%	0.06%	217	0	0.0%	Q2 2026	Aug 14, 2026
Providence First Trust Co	History	No change	181,161	10,684	2.99%	2.99%	218	0	0.0%	Q2 2026	Jul 27, 2026
SimpliFi, Inc.	History	No change	179,233	10,571	4.18%	4.18%	219	0	0.0%	Q2 2026	Jul 24, 2026
Hughes Financial Services, LLC	History	No change	179,076	10,561	1.4%	1.4%	220	0	0.0%	Q2 2026	Jul 20, 2026
Hurley Capital, LLC	History	No change	177,819	10,487	5.43%	5.43%	221	0	0.0%	Q2 2026	Aug 10, 2026
MIDDLETON & CO INC/MA	History	No change	177,764	10,484	1.11%	1.11%	222	0	0.0%	Q2 2026	Aug 10, 2026
POWER WEALTH MANAGEMENT LLC	History	No change	177,546	10,471	3.6%	3.6%	223	0	0.0%	Q2 2026	Aug 03, 2026
TRB Wealth Management, LLC	History	No change	177,521	10,470	1.39%	1.39%	224	0	0.0%	Q2 2026	Aug 11, 2026
Cambria Investment Management, L.P.	History	No change	177,540	10,437	0.52%	0.52%	225	0	0.0%	Q2 2026	Aug 14, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	History	No change	174,652	10,300	0.69%	0.69%	226	0	0.0%	Q2 2026	Jul 24, 2026
CogentBlue Wealth Advisors, LLC	History	No change	173,475	10,231	5.86%	5.86%	227	0	0.0%	Q2 2026	Jul 16, 2026
SAX WEALTH ADVISORS, LLC	History	No change	169,875	10,116	0.41%	0.41%	228	0	0.0%	Q2 2026	Jul 09, 2026
Brickley Wealth Management	History	No change	171,031	10,087	1.45%	1.45%	229	0	0.0%	Q2 2026	Jul 13, 2026
Prism Planning Partners LLC	History	No change	169,001	9,967	10.55%	10.55%	230	0	0.0%	Q2 2026	Jul 23, 2026
SHUFRO ROSE & CO LLC	History	No change	168,805	9,956	0.57%	0.57%	231	0	0.0%	Q2 2026	Aug 12, 2026
Shotwell Rutter Baer Inc	History	No change	166,625	9,827	5.4%	5.4%	232	0	0.0%	Q2 2026	Jul 21, 2026
RENAISSANCE TECHNOLOGIES LLC	History	No change	165,000	9,731	0.01%	0.01%	233	0	0.0%	Q2 2026	Aug 13, 2026
Belleair Asset Management, LLC	History	No change	162,790	9,601	8.08%	8.08%	234	0	0.0%	Q2 2026	Jul 15, 2026
Capital Investment Advisors, LLC	History	No change	161,013	9,496	0.13%	0.13%	235	0	0.0%	Q2 2026	Aug 06, 2026
POINCIANA ADVISORS GROUP, LLC	History	No change	156,096	9,206	6.83%	6.83%	236	0	0.0%	Q2 2026	Jul 28, 2026
Tillman Hartley LLC	History	No change	155,710	9,183	2.06%	2.06%	237	0	0.0%	Q2 2026	Aug 06, 2026
Sellwood Investment Partners LLC	History	No change	155,266	9,157	3.23%	3.23%	238	0	0.0%	Q2 2026	Jul 27, 2026
NewEdge Advisors, LLC	History	No change	155,081	9,146	0.03%	0.03%	239	0	0.0%	Q2 2026	Aug 12, 2026
Archford Capital Strategies, LLC	History	No change	153,666	9,063	0.92%	0.92%	240	0	0.0%	Q2 2026	Jul 17, 2026
Dynamic Wealth Strategies, LLC	History	No change	153,434	9,049	4.82%	4.82%	241	0	0.0%	Q2 2026	Jul 23, 2026
Summitas Investment Management LLC	History	No change	153,310	9,042	6.72%	6.72%	242	0	0.0%	Q2 2026	Aug 14, 2026
Steward Partners Investment Advisory, LLC	History	No change	149,712	8,829	0.05%	0.05%	243	0	0.0%	Q2 2026	Aug 13, 2026
Marietta Wealth Management, LLC	History	No change	149,448	8,814	0.91%	0.91%	244	0	0.0%	Q2 2026	Aug 03, 2026
AdvisorNet Financial, Inc	History	No change	146,365	8,632	0.39%	0.39%	245	0	0.0%	Q2 2026	Jul 23, 2026
NORTHERN TRUST CORP	History	No change	145,996	8,610	0.0%	0.0%	246	0	0.0%	Q2 2026	Aug 13, 2026
Altiora Financial Group, LLC	History	No change	145,256	8,567	1.35%	1.35%	247	0	0.0%	Q2 2026	Aug 07, 2026
Cravens & Co Advisors, LLC	History	No change	144,895	8,545	5.74%	5.74%	248	0	0.0%	Q2 2026	Aug 12, 2026
Addison Advisors LLC	History	No change	144,585	8,527	4.03%	4.03%	249	0	0.0%	Q2 2026	Aug 10, 2026
Pinnacle Financial Partners, Inc.	History	No change	140,399	8,280	0.06%	0.06%	250	0	0.0%	Q2 2026	Aug 14, 2026
Janney Montgomery Scott LLC	History	No change	138,300	8,157	0.02%	0.02%	251	0	0.0%	Q2 2026	Aug 05, 2026
Private Advisory Group LLC	History	No change	135,920	8,016	0.43%	0.43%	252	0	0.0%	Q2 2026	Aug 06, 2026
Advisory Solutions Group, LLC	History	No change	135,285	7,979	2.71%	2.71%	253	0	0.0%	Q2 2026	Jul 29, 2026
&PARTNERS	History	No change	133,732	7,888	0.03%	0.03%	254	0	0.0%	Q2 2026	Aug 14, 2026
NewEdge Wealth, LLC	History	No change	131,880	7,778	0.08%	0.08%	255	0	0.0%	Q2 2026	Aug 10, 2026
CWC Advisors, LLC.	History	No change	125,048	7,375	3.27%	3.27%	256	0	0.0%	Q2 2026	Jul 21, 2026
Integrated Advisors Network LLC	History	No change	124,028	7,315	0.34%	0.34%	257	0	0.0%	Q2 2026	Aug 11, 2026
REGIONS FINANCIAL CORP	History	No change	123,496	7,283	0.04%	0.04%	258	0	0.0%	Q2 2026	Aug 10, 2026
Ranch Capital Advisors Inc.	History	No change	123,116	7,261	2.3%	2.3%	259	0	0.0%	Q2 2026	Aug 03, 2026
Ackerman Capital Advisors, LLC	History	No change	122,207	7,207	1.45%	1.45%	260	0	0.0%	Q2 2026	Jul 30, 2026
DWM Financial Group, Inc.	History	No change	120,240	7,205	6.42%	6.42%	261	0	0.0%	Q2 2026	Aug 14, 2026
BluePrint Investing LLC	History	No change	121,507	7,166	5.36%	5.36%	262	0	0.0%	Q2 2026	Jul 17, 2026
PRUDENTIAL FINANCIAL INC	History	No change	119,204	7,030	0.01%	0.01%	263	0	0.0%	Q2 2026	Aug 12, 2026
Professional Financial Management, Inc.	History	No change	119,119	7,025	7.12%	7.12%	264	0	0.0%	Q2 2026	Jul 15, 2026
CLARIS ADVISORS, LLC / MO /	History	No change	118,021	6,960	1.82%	1.82%	265	0	0.0%	Q2 2026	Jul 21, 2026
PYA Waltman Capital, LLC	History	No change	117,824	6,949	1.65%	1.65%	266	0	0.0%	Q2 2026	Aug 14, 2026
Brucke Financial, Inc.	History	No change	117,341	6,920	3.07%	3.07%	267	0	0.0%	Q2 2026	Jul 21, 2026
Constellation Investments, Inc.	History	No change	115,509	6,812	0.21%	0.21%	268	0	0.0%	Q2 2026	Jul 17, 2026
Kaufman Rossin Wealth, LLC	History	No change	115,788	6,786	3.22%	3.22%	269	0	0.0%	Q2 2026	Jul 16, 2026
Gallagher Fiduciary Advisors, LLC	History	No change	113,746	6,708	0.22%	0.22%	270	0	0.0%	Q2 2026	Aug 14, 2026
ATX Financial Planning, LLC	History	No change	113,411	6,688	4.43%	4.43%	271	0	0.0%	Q2 2026	Aug 20, 2026
Capstone Wealth Management, LLC	History	No change	111,806	6,594	3.06%	3.06%	272	0	0.0%	Q2 2026	Jul 23, 2026
OMNI 360 Wealth, Inc.	History	No change	111,489	6,575	3.04%	3.04%	273	0	0.0%	Q2 2026	Jul 13, 2026
SageView Advisory Group, LLC	History	No change	111,330	6,566	0.22%	0.22%	274	0	0.0%	Q2 2026	Aug 10, 2026
Buska Wealth Management, LLC	History	No change	110,787	6,534	2.36%	2.36%	275	0	0.0%	Q2 2026	Jul 10, 2026
Fermata Advisors, LLC	History	No change	108,715	6,412	1.3%	1.3%	276	0	0.0%	Q2 2026	Jul 07, 2026
Pathstone Holdings, LLC	History	No change	107,526	6,341	0.02%	0.02%	277	0	0.0%	Q2 2026	Aug 13, 2026
DOPKINS WEALTH MANAGEMENT, LLC	History	No change	105,994	6,251	2.27%	2.27%	278	0	0.0%	Q2 2026	Jul 14, 2026
Allworth Financial LP	History	No change	105,738	6,236	0.03%	0.03%	279	0	0.0%	Q2 2026	Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	105,501	6,222	0.0%	0.0%	280	0	0.0%	Q2 2026	Aug 12, 2026
Axos Invest Inc.	History	No change	105,408	6,216	4.55%	4.55%	281	0	0.0%	Q2 2026	Aug 07, 2026
JDH Wealth Management, LLC	History	No change	104,682	6,174	3.76%	3.76%	282	0	0.0%	Q2 2026	Jul 22, 2026
FRANKLIN RESOURCES INC	History	No change	103,384	6,097	0.0%	0.0%	283	0	0.0%	Q2 2026	Aug 13, 2026
SMART Wealth LLC	History	No change	101,787	6,003	1.29%	1.29%	284	0	0.0%	Q2 2026	Aug 05, 2026
Capital Group Private Client Services, Inc.	History	No change	101,751	6,001	0.08%	0.08%	285	0	0.0%	Q2 2026	Aug 12, 2026
Bryn Mawr Trust Advisors, LLC	History	No change	101,419	5,981	0.26%	0.26%	286	0	0.0%	Q2 2026	Aug 03, 2026
Main Street Financial Solutions, LLC	History	No change	99,922	5,893	0.38%	0.38%	287	0	0.0%	Q2 2026	Aug 07, 2026
HARBOUR INVESTMENTS, INC.	History	No change	99,437	5,864	0.08%	0.08%	288	0	0.0%	Q2 2026	Aug 12, 2026
Hickory Point Bank & Trust	History	Added to	102,861	5,828	3.5%	2.77%	290	+25,490	32.95%	Q3 2026	Oct 01, 2026
Hennion & Walsh Asset Management, Inc.	History	No change	98,826	5,828	0.17%	0.17%	289	0	0.0%	Q2 2026	Jul 08, 2026
Merit Financial Group, LLC	History	No change	98,008	5,780	0.04%	0.04%	291	0	0.0%	Q2 2026	Jul 20, 2026
Vistica Wealth Advisors, LLC	History	No change	98,009	5,780	5.0%	5.0%	292	0	0.0%	Q2 2026	Jul 27, 2026
STIFEL FINANCIAL CORP	History	No change	97,063	5,724	0.0%	0.0%	293	0	0.0%	Q2 2026	Aug 12, 2026
Pure Financial Advisors, LLC	History	No change	96,739	5,705	0.07%	0.07%	294	0	0.0%	Q2 2026	Aug 14, 2026
KEB ASSET MANAGEMENT, LLC	History	No change	95,960	5,659	0.92%	0.92%	295	0	0.0%	Q2 2026	Jul 14, 2026
PRINCIPAL SECURITIES, INC.	History	No change	95,176	5,613	0.07%	0.07%	296	0	0.0%	Q2 2026	Aug 04, 2026
Harvest Portfolios Group Inc.	History	No change	95,157	5,612	0.08%	0.08%	297	0	0.0%	Q2 2026	Aug 13, 2026
PEOPLES BANK /OH	History	No change	95,094	5,608	2.88%	2.88%	298	0	0.0%	Q2 2026	Jul 27, 2026
CreativeOne Wealth, LLC	History	No change	94,943	5,599	0.12%	0.12%	299	0	0.0%	Q2 2026	Aug 13, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	No change	93,651	5,523	0.57%	0.57%	300	0	0.0%	Q2 2026	Jul 27, 2026
Americana Partners, LLC	History	No change	93,290	5,502	0.12%	0.12%	301	0	0.0%	Q2 2026	Aug 05, 2026
Hexagon Capital Partners LLC	History	No change	93,050	5,488	0.77%	0.77%	302	0	0.0%	Q2 2026	Aug 06, 2026
Plan A Wealth LLC	History	No change	92,971	5,483	2.33%	2.33%	303	0	0.0%	Q2 2026	Jul 14, 2026
Smithfield Trust Co	History	No change	92,642	5,465	0.22%	0.22%	304	0	0.0%	Q2 2026	Aug 05, 2026
Robertson Stephens Wealth Management, LLC	History	No change	92,102	5,432	0.13%	0.13%	305	0	0.0%	Q2 2026	Jul 29, 2026
Downshift Financial, LLC	History	No change	91,481	5,395	2.42%	2.42%	306	0	0.0%	Q2 2026	Aug 12, 2026
Equitable Holdings, Inc.	History	No change	91,168	5,377	0.03%	0.03%	307	0	0.0%	Q2 2026	Aug 17, 2026
Gotham Asset Management, LLC	History	No change	89,882	5,301	0.01%	0.01%	308	0	0.0%	Q2 2026	Aug 14, 2026
Alhambra Investment Management LLC	History	No change	89,590	5,284	2.31%	2.31%	309	0	0.0%	Q2 2026	Jul 16, 2026
Cornerstone Financial Management LLC	History	No change	87,675	5,171	4.15%	4.15%	310	0	0.0%	Q2 2026	Aug 28, 2026
Curi Capital, LLC	History	No change	87,150	5,140	0.08%	0.08%	311	0	0.0%	Q2 2026	Aug 14, 2026
Vertex Investment Solutions Co., Ltd.	History	No change	86,800	5,135	3.46%	3.46%	312	0	0.0%	Q2 2026	Jul 15, 2026
Braun-Bostich & Associates Inc.	History	No change	87,050	5,134	2.87%	2.87%	313	0	0.0%	Q2 2026	Jul 24, 2026
Montecito Bank & Trust	History	Reduced	90,549	5,130	0.78%	0.82%	314	-2,650	-2.84%	Q3 2026	Oct 01, 2026
RFG Advisory, LLC	History	No change	86,975	5,129	0.08%	0.08%	315	0	0.0%	Q2 2026	Jul 15, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	86,505	5,102	0.01%	0.01%	316	0	0.0%	Q2 2026	Aug 19, 2026
STABLEFORD CAPITAL II LLC	History	No change	86,350	5,092	1.76%	1.76%	317	0	0.0%	Q2 2026	Jul 06, 2026
CORE WEALTH ADVISORS, LLC	History	No change	86,052	5,075	3.74%	3.74%	318	0	0.0%	Q2 2026	Aug 04, 2026
Prime Buchholz LLC	History	No change	85,992	5,071	1.83%	1.83%	319	0	0.0%	Q2 2026	Aug 13, 2026
CVS HEALTH Corp	History	No change	85,000	5,013	2.23%	2.23%	320	0	0.0%	Q2 2026	Aug 06, 2026
Wealthfront Advisers LLC	History	No change	84,552	4,986	0.01%	0.01%	321	0	0.0%	Q2 2026	Aug 07, 2026
Blume Capital Management, Inc.	History	No change	84,004	4,954	0.72%	0.72%	322	0	0.0%	Q2 2026	Jul 27, 2026
Minot DeBlois Advisors LLC	History	No change	83,380	4,917	4.22%	4.22%	323	0	0.0%	Q2 2026	Aug 13, 2026
Advisory Services Network, LLC	History	No change	81,139	4,785	0.05%	0.05%	324	0	0.0%	Q2 2026	Aug 12, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	History	No change	80,295	4,735	0.6%	0.6%	325	0	0.0%	Q2 2026	Jul 31, 2026
BIP Wealth, LLC	History	No change	79,308	4,677	0.13%	0.13%	326	0	0.0%	Q2 2026	Aug 03, 2026
Hara Capital LLC	History	No change	79,120	4,666	2.46%	2.46%	327	0	0.0%	Q2 2026	Aug 11, 2026
MGO ONE SEVEN LLC	History	No change	79,080	4,664	0.08%	0.08%	328	0	0.0%	Q2 2026	Jul 31, 2026
CacheTech Inc.	History	No change	78,552	4,632	0.75%	0.75%	329	0	0.0%	Q2 2026	Aug 11, 2026
LifePlan Financial, LLC	History	No change	78,244	4,614	3.23%	3.23%	330	0	0.0%	Q2 2026	Jul 21, 2026
Checchi Capital Advisers, LLC	History	No change	77,074	4,545	0.2%	0.2%	331	0	0.0%	Q2 2026	Aug 04, 2026
Foster Victor Wealth Advisors, LLC	History	No change	77,481	4,536	0.24%	0.24%	332	0	0.0%	Q2 2026	Jul 22, 2026
Apella Capital, LLC	History	No change	77,093	4,518	0.06%	0.06%	333	0	0.0%	Q2 2026	Jul 08, 2026
Wealthspire Advisors, LLC	History	No change	76,117	4,489	0.02%	0.02%	334	0	0.0%	Q2 2026	Aug 11, 2026
Global Wealth Management Investment Advisory, Inc.	History	No change	75,445	4,449	0.63%	0.63%	335	0	0.0%	Q2 2026	Jul 29, 2026
TD PRIVATE CLIENT WEALTH LLC	History	No change	74,948	4,420	0.08%	0.08%	336	0	0.0%	Q2 2026	Aug 04, 2026
Impact Investors, Inc	History	No change	74,691	4,405	3.22%	3.22%	337	0	0.0%	Q2 2026	Jul 31, 2026
Greenspring Advisors, LLC	History	No change	73,858	4,356	0.24%	0.24%	338	0	0.0%	Q2 2026	Aug 11, 2026
NICOLET BANKSHARES INC	History	No change	73,044	4,295	0.14%	0.14%	339	0	0.0%	Q2 2026	Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	No change	72,626	4,283	0.05%	0.05%	340	0	0.0%	Q2 2026	Jul 28, 2026
Auour Investments LLC	History	No change	72,206	4,258	1.22%	1.22%	341	0	0.0%	Q2 2026	Jul 21, 2026
Aureum Wealth Management, LLC	History	No change	72,171	4,256	2.64%	2.64%	342	0	0.0%	Q2 2026	Jul 22, 2026
Independent Advisor Alliance	History	No change	71,922	4,241	0.1%	0.1%	343	0	0.0%	Q2 2026	Aug 12, 2026
Balance Wealth Partners LLC	History	No change	71,261	4,202	1.12%	1.12%	344	0	0.0%	Q2 2026	Jul 21, 2026
Betterment LLC	History	No change	70,797	4,176	0.01%	0.01%	345	0	0.0%	Q2 2026	Aug 14, 2026
ST GERMAIN D J CO INC	History	No change	70,746	4,172	0.15%	0.15%	346	0	0.0%	Q2 2026	Jul 21, 2026
AlTi Global, Inc.	History	No change	70,679	4,168	0.09%	0.09%	347	0	0.0%	Q2 2026	Aug 05, 2026
Adams Wealth Management	History	No change	70,398	4,152	0.79%	0.79%	348	0	0.0%	Q2 2026	Aug 10, 2026
Morningstar Investment Management LLC	History	No change	68,544	4,081	0.25%	0.25%	349	0	0.0%	Q2 2026	Jul 21, 2026
Simplicity Wealth,LLC	History	No change	68,949	4,066	0.14%	0.14%	350	0	0.0%	Q2 2026	Aug 06, 2026
RB Capital Management, LLC	History	No change	68,285	4,027	0.79%	0.79%	351	0	0.0%	Q2 2026	Aug 17, 2026
GenTrust, LLC	History	No change	68,095	4,016	0.15%	0.15%	352	0	0.0%	Q2 2026	Aug 06, 2026
GENESIS PRIVATE WEALTH, LLC	History	No change	67,887	4,003	1.13%	1.13%	353	0	0.0%	Q2 2026	Jul 13, 2026
BURKETT FINANCIAL SERVICES, LLC	History	Reduced	70,272	3,981	1.2%	1.87%	354	-30,881	-30.53%	Q3 2026	Oct 01, 2026
Towne Trust Company, N.A	History	No change	67,450	3,978	1.21%	1.21%	355	0	0.0%	Q2 2026	Jul 30, 2026
StrongBox Wealth, LLC	History	No change	67,206	3,963	1.13%	1.13%	356	0	0.0%	Q2 2026	Jul 23, 2026
Resonant Capital Advisors, LLC	History	No change	66,872	3,944	0.19%	0.19%	357	0	0.0%	Q2 2026	Jul 24, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	No change	66,645	3,930	0.14%	0.14%	358	0	0.0%	Q2 2026	Jul 21, 2026
Mittelman Wealth Management	History	No change	12,682	3,887	2.57%	2.57%	359	0	0.0%	Q2 2026	Aug 06, 2026
First Pacific Financial	History	No change	65,768	3,879	0.46%	0.46%	360	0	0.0%	Q2 2026	Jul 20, 2026
FIRST AMERICAN TRUST, FSB	History	No change	65,210	3,846	0.23%	0.23%	361	0	0.0%	Q2 2026	Aug 10, 2026
FOSTER & MOTLEY INC	History	No change	65,152	3,843	0.18%	0.18%	362	0	0.0%	Q2 2026	Aug 07, 2026
WESCAP Management Group, Inc.	History	No change	64,870	3,826	0.71%	0.71%	363	0	0.0%	Q2 2026	Aug 11, 2026
M&T BANK CORP	History	No change	64,792	3,821	0.01%	0.01%	364	0	0.0%	Q2 2026	Aug 04, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC	History	Reduced	67,156	3,805	0.75%	0.85%	365	-720	-1.06%	Q3 2026	Oct 05, 2026
Wedmont Private Capital	History	No change	64,284	3,764	0.1%	0.1%	366	0	0.0%	Q2 2026	Jul 13, 2026
Envestnet Portfolio Solutions, Inc.	History	No change	63,474	3,743	0.02%	0.02%	367	0	0.0%	Q2 2026	Sep 23, 2026
BAKER BOYER NATIONAL BANK	History	No change	62,299	3,674	1.01%	1.01%	368	0	0.0%	Q2 2026	Jul 27, 2026
JT Stratford LLC	History	No change	60,803	3,586	0.39%	0.39%	369	0	0.0%	Q2 2026	Aug 14, 2026
Ifrah Financial Services, Inc.	History	No change	60,133	3,546	0.87%	0.87%	370	0	0.0%	Q2 2026	Jul 21, 2026
Brookstone Capital Management	History	No change	59,363	3,501	0.04%	0.04%	371	0	0.0%	Q2 2026	Jul 15, 2026
Strategic Investment Solutions, Inc. /IL	History	No change	59,352	3,500	0.8%	0.8%	372	0	0.0%	Q2 2026	Jul 08, 2026
Nilsine Partners, LLC	History	No change	58,513	3,451	0.24%	0.24%	373	0	0.0%	Q2 2026	Jul 24, 2026
Tandem Investment Partners LLC	History	No change	58,344	3,441	2.65%	2.65%	374	0	0.0%	Q2 2026	Jul 27, 2026
Lauterbach Financial Advisors, LLC	History	No change	57,888	3,414	1.47%	1.47%	375	0	0.0%	Q2 2026	Jul 27, 2026
Mechanics Financial Corp	History	No change	57,303	3,379	1.21%	1.21%	376	0	0.0%	Q2 2026	Aug 05, 2026
Sowell Financial Services LLC	History	No change	56,703	3,344	0.11%	0.11%	377	0	0.0%	Q2 2026	Jul 17, 2026
NORTHWESTERN UNIVERSITY	History	No change	56,491	3,331	5.26%	5.26%	378	0	0.0%	Q2 2026	Jul 09, 2026
Human Investing LLC	History	No change	56,306	3,320	0.43%	0.43%	379	0	0.0%	Q2 2026	Jul 21, 2026
Hikari Tsushin, Inc.	History	No change	54,954	3,241	0.22%	0.22%	380	0	0.0%	Q2 2026	Aug 11, 2026
LFA - Lugano Financial Advisors SA	History	No change	55,931	3,238	1.95%	1.95%	381	0	0.0%	Q2 2026	Jul 28, 2026
Grantham, Mayo, Van Otterloo & Co. LLC	History	No change	54,614	3,221	0.01%	0.01%	382	0	0.0%	Q2 2026	Aug 13, 2026
Bull Street Advisors, LLC	History	No change	54,424	3,210	1.47%	1.47%	383	0	0.0%	Q2 2026	Jul 28, 2026
iA Global Asset Management Inc.	History	No change	54,408	3,209	0.04%	0.04%	384	0	0.0%	Q2 2026	Jul 29, 2026
Bragg Financial Advisors, Inc	History	No change	54,048	3,187	0.09%	0.09%	385	0	0.0%	Q2 2026	Aug 12, 2026
MEITAV INVESTMENT HOUSE LTD	History	No change	54,057	3,180	0.02%	0.02%	386	0	0.0%	Q2 2026	Jul 20, 2026
COGENT STRATEGIC WEALTH LLC	History	No change	53,371	3,147	3.0%	3.0%	387	0	0.0%	Q2 2026	Aug 11, 2026
JAMES INVESTMENT RESEARCH, INC.	History	No change	53,260	3,141	0.32%	0.32%	388	0	0.0%	Q2 2026	Jul 24, 2026
D.B. Root & Company, LLC	History	No change	53,168	3,135	0.67%	0.67%	389	0	0.0%	Q2 2026	Aug 13, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	History	No change	52,802	3,118	0.36%	0.36%	390	0	0.0%	Q2 2026	Jul 23, 2026
Evergreen Wealth Partners LLC	History	No change	52,701	3,108	1.86%	1.86%	391	0	0.0%	Q2 2026	Aug 11, 2026
Estate Counselors, LLC	History	No change	52,410	3,091	0.27%	0.27%	392	0	0.0%	Q2 2026	Aug 07, 2026
Cornerstone Wealth Advisors, Inc.	History	No change	51,992	3,066	0.64%	0.64%	393	0	0.0%	Q2 2026	Jul 17, 2026
OneAscent Wealth Management LLC	History	No change	51,280	3,024	0.9%	0.9%	394	0	0.0%	Q2 2026	Aug 11, 2026
PINNACLE ASSOCIATES LTD	History	No change	51,259	3,023	0.03%	0.03%	395	0	0.0%	Q2 2026	Aug 03, 2026
Waverly Advisors, LLC	History	No change	50,973	3,006	0.02%	0.02%	396	0	0.0%	Q2 2026	Aug 14, 2026
TIFF ADVISORY SERVICES, LLC	History	No change	50,755	2,993	0.73%	0.73%	397	0	0.0%	Q2 2026	Jul 29, 2026
Strategies Wealth Advisors, LLC	History	No change	50,663	2,988	0.27%	0.27%	398	0	0.0%	Q2 2026	Aug 14, 2026
REDW Wealth LLC	History	No change	50,560	2,982	1.07%	1.07%	399	0	0.0%	Q2 2026	Jul 30, 2026
SigFig Wealth Management, LLC	History	No change	50,028	2,960	0.08%	0.08%	400	0	0.0%	Q2 2026	Jul 07, 2026
Pinnacle Wealth Management Advisory Group, LLC	History	No change	49,709	2,931	0.17%	0.17%	401	0	0.0%	Q2 2026	Aug 05, 2026
Oasis Advisors, LLC	History	No change	49,686	2,930	1.9%	1.9%	402	0	0.0%	Q2 2026	Jul 30, 2026
Orcam Financial Group	History	No change	49,065	2,893	1.41%	1.41%	403	0	0.0%	Q2 2026	Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	47,980	2,829	0.04%	0.04%	404	0	0.0%	Q2 2026	Jul 24, 2026
FIDUCIARY TRUST CO	History	No change	47,161	2,781	0.03%	0.03%	405	0	0.0%	Q2 2026	Aug 13, 2026
Pinnacle Bancorp, Inc.	History	No change	46,685	2,753	0.72%	0.72%	406	0	0.0%	Q2 2026	Jul 28, 2026
Nolet Wealth Management, LLC	History	No change	46,081	2,717	1.5%	1.5%	407	0	0.0%	Q2 2026	Jul 10, 2026
SHAYNE & JACOBS, LLC	History	No change	45,950	2,710	0.8%	0.8%	408	0	0.0%	Q2 2026	Jul 07, 2026
PARSONS CAPITAL MANAGEMENT INC/RI	History	No change	45,902	2,707	0.12%	0.12%	409	0	0.0%	Q2 2026	Jul 24, 2026
Transcendent Capital Group LLC	History	No change	45,488	2,682	1.04%	1.04%	410	0	0.0%	Q2 2026	Aug 05, 2026
Evansbrook LLC	History	No change	43,778	2,582	1.54%	1.54%	411	0	0.0%	Q2 2026	Aug 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC	History	No change	43,596	2,571	0.05%	0.05%	412	0	0.0%	Q2 2026	Aug 12, 2026
Vestmark Advisory Solutions, Inc.	History	No change	43,491	2,565	0.02%	0.02%	413	0	0.0%	Q2 2026	Aug 14, 2026
Whitcomb & Hess, Inc.	History	No change	42,907	2,530	0.55%	0.55%	414	0	0.0%	Q2 2026	Jul 08, 2026
Cascades Capital Asset Management, LLC	History	No change	42,625	2,514	0.93%	0.93%	415	0	0.0%	Q2 2026	Aug 14, 2026
Oath Planning, LLC	History	No change	42,460	2,504	1.86%	1.86%	416	0	0.0%	Q2 2026	Jul 24, 2026
Clearstead Advisors, LLC	History	No change	41,876	2,469	0.02%	0.02%	417	0	0.0%	Q2 2026	Aug 06, 2026
McCartney Wealth Management LLC	History	No change	41,873	2,469	1.87%	1.87%	418	0	0.0%	Q2 2026	Aug 03, 2026
Onyx Bridge Wealth Group LLC	History	No change	41,657	2,456	0.22%	0.22%	419	0	0.0%	Q2 2026	Jul 23, 2026
Kassira Wealth Management LLC	History	No change	41,083	2,423	1.94%	1.94%	420	0	0.0%	Q2 2026	Aug 07, 2026
LJI Wealth Management, LLC	History	No change	40,757	2,403	0.34%	0.34%	421	0	0.0%	Q2 2026	Jul 31, 2026
Stirlingshire Investments, Inc.	History	No change	40,586	2,393	1.77%	1.77%	422	0	0.0%	Q2 2026	Jul 31, 2026
Walker Financial Services, Inc.	History	No change	40,236	2,373	0.73%	0.73%	423	0	0.0%	Q2 2026	Jul 15, 2026
Lauer Wealth, LLC	History	No change	40,474	2,369	1.42%	1.42%	424	0	0.0%	Q2 2026	Jul 15, 2026
Ameritas Advisory Services, LLC	History	No change	40,038	2,361	0.05%	0.05%	425	0	0.0%	Q2 2026	Aug 14, 2026
IRON Financial LLC	History	No change	39,954	2,356	0.97%	0.97%	426	0	0.0%	Q2 2026	Jul 22, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	39,887	2,352	0.09%	0.09%	427	0	0.0%	Q2 2026	Aug 06, 2026
Essex Bank	History	No change	39,573	2,333	0.5%	0.5%	428	0	0.0%	Q2 2026	Jul 23, 2026
Thrive Capital Management, LLC	History	No change	39,358	2,321	0.44%	0.44%	429	0	0.0%	Q2 2026	Aug 05, 2026
Trivium Point Advisory, LLC	History	No change	39,327	2,319	0.21%	0.21%	430	0	0.0%	Q2 2026	Aug 06, 2026
Glass Jacobson Investment Advisors llc	History	No change	38,021	2,242	0.7%	0.7%	431	0	0.0%	Q2 2026	Jul 30, 2026
Rothschild Wealth LLC	History	No change	37,955	2,238	0.18%	0.18%	432	0	0.0%	Q2 2026	Aug 11, 2026
Kovack Advisors, Inc.	History	No change	37,652	2,212	0.11%	0.11%	433	0	0.0%	Q2 2026	Jul 28, 2026
Edgestream Partners, L.P.	History	No change	37,249	2,196	0.07%	0.07%	434	0	0.0%	Q2 2026	Aug 11, 2026
United Community Bank	History	No change	37,028	2,183	0.68%	0.68%	435	0	0.0%	Q2 2026	Aug 13, 2026
Clarity Capital Advisors, LLC	History	No change	36,967	2,180	0.91%	0.91%	436	0	0.0%	Q2 2026	Jul 13, 2026
Investment Advisory Group, LLC	History	No change	36,788	2,169	0.47%	0.47%	437	0	0.0%	Q2 2026	Aug 06, 2026
Jupiter Topco LLC	History	No change	36,767	2,168	0.0%	0.0%	438	0	0.0%	Q2 2026	Aug 14, 2026
ALPS ADVISORS INC	History	No change	36,650	2,161	0.01%	0.01%	439	0	0.0%	Q2 2026	Jul 29, 2026
Summit Financial, LLC	History	No change	36,512	2,153	0.02%	0.02%	440	0	0.0%	Q2 2026	Aug 12, 2026
Itau Unibanco Holding S.A.	History	No change	36,000	2,123	0.04%	0.04%	441	0	0.0%	Q2 2026	Aug 14, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	History	No change	36,003	2,123	0.45%	0.45%	442	0	0.0%	Q2 2026	Jul 27, 2026
Western Wealth Management, LLC	History	No change	35,978	2,121	0.07%	0.07%	443	0	0.0%	Q2 2026	Aug 14, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC	History	No change	35,843	2,114	1.57%	1.57%	444	0	0.0%	Q2 2026	Jul 30, 2026
Belpointe Asset Management LLC	History	No change	35,779	2,110	0.07%	0.07%	445	0	0.0%	Q2 2026	Jul 31, 2026
Capital Squared Financial LLC	History	No change	35,645	2,102	1.37%	1.37%	446	0	0.0%	Q2 2026	Jul 21, 2026
Financial Engines Advisors L.L.C.	History	No change	35,470	2,092	0.0%	0.0%	447	0	0.0%	Q2 2026	Aug 14, 2026
Prospera Financial Services Inc	History	No change	35,289	2,081	0.03%	0.03%	448	0	0.0%	Q2 2026	Jul 15, 2026
Wilmington Savings Fund Society, FSB	History	No change	35,241	2,078	0.05%	0.05%	449	0	0.0%	Q2 2026	Jul 28, 2026
Prime Capital Investment Advisors, LLC	History	No change	34,758	2,050	0.02%	0.02%	450	0	0.0%	Q2 2026	Aug 05, 2026
Brindle & Bay Financial Advisors, LLC	History	No change	34,485	2,033	1.02%	1.02%	451	0	0.0%	Q2 2026	Jul 20, 2026
OneDigital Investment Advisors LLC	History	No change	34,434	2,030	0.02%	0.02%	452	0	0.0%	Q2 2026	Aug 06, 2026
World Investment Advisors	History	No change	34,017	2,024	0.03%	0.03%	453	0	0.0%	Q2 2026	Aug 13, 2026
D.A. DAVIDSON & CO.	History	No change	34,228	2,018	0.01%	0.01%	454	0	0.0%	Q2 2026	Jul 24, 2026
Advyzon Investment Management, LLC	History	No change	34,207	2,017	0.15%	0.15%	455	0	0.0%	Q2 2026	Aug 14, 2026
BLAIR WILLIAM & CO/IL	History	No change	33,992	2,004	0.01%	0.01%	456	0	0.0%	Q2 2026	Aug 11, 2026
FLOYD FINANCIAL GROUP LLC	History	No change	34,190	2,001	1.31%	1.31%	457	0	0.0%	Q2 2026	Jul 22, 2026
DAVENPORT & Co LLC	History	No change	33,824	1,994	0.01%	0.01%	458	0	0.0%	Q2 2026	Jul 13, 2026
RHS Financial, LLC	History	No change	33,769	1,991	0.8%	0.8%	459	0	0.0%	Q2 2026	Aug 07, 2026
Orion Porfolio Solutions, LLC	History	No change	33,378	1,968	0.02%	0.02%	460	0	0.0%	Q2 2026	Aug 14, 2026
Addison Capital Co	History	No change	33,228	1,959	0.32%	0.32%	461	0	0.0%	Q2 2026	Aug 04, 2026
Chandler Asset Management, Inc.	History	No change	33,205	1,958	0.28%	0.28%	462	0	0.0%	Q2 2026	Aug 07, 2026
Stonehearth Capital Management, LLC	History	No change	32,904	1,940	0.66%	0.66%	463	0	0.0%	Q2 2026	Jul 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	No change	32,810	1,935	0.04%	0.04%	464	0	0.0%	Q2 2026	Jul 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	No change	32,751	1,931	0.05%	0.05%	465	0	0.0%	Q2 2026	Aug 10, 2026
Parkwoods Wealth Partners, LLC	History	No change	32,752	1,931	0.31%	0.31%	466	0	0.0%	Q2 2026	Jul 27, 2026
Concurrent Investment Advisors, LLC	History	No change	32,220	1,900	0.02%	0.02%	467	0	0.0%	Q2 2026	Jul 27, 2026
Arax Advisory Partners	History	No change	32,030	1,889	0.01%	0.01%	468	0	0.0%	Q2 2026	Aug 10, 2026
FAGAN ASSOCIATES, INC.	History	No change	31,439	1,854	0.23%	0.23%	469	0	0.0%	Q2 2026	Aug 04, 2026
NATIXIS ADVISORS, LLC	History	No change	31,329	1,847	0.0%	0.0%	470	0	0.0%	Q2 2026	Aug 14, 2026
Blom & Howell Financial Planning, Inc.	History	No change	31,081	1,833	1.53%	1.53%	471	0	0.0%	Q2 2026	Aug 04, 2026
Graetz Wealth LLC	History	No change	30,993	1,827	1.46%	1.46%	472	0	0.0%	Q2 2026	Aug 13, 2026
SOUTH PLAINS FINANCIAL, INC.	History	No change	30,652	1,807	0.97%	0.97%	473	0	0.0%	Q2 2026	Aug 13, 2026
Artesa Financial Group, LLC	History	No change	30,420	1,794	1.53%	1.53%	474	0	0.0%	Q2 2026	Jul 27, 2026
Walkner Condon Financial Advisors LLC	History	No change	30,226	1,782	0.2%	0.2%	475	0	0.0%	Q2 2026	Jul 27, 2026
Compass Ion Advisors, LLC	History	No change	30,110	1,775	0.15%	0.15%	476	0	0.0%	Q2 2026	Aug 12, 2026
HANCOCK WHITNEY CORP	History	No change	29,745	1,754	0.03%	0.03%	477	0	0.0%	Q2 2026	Aug 14, 2026
Cherry Tree Wealth Management, LLC	History	No change	29,709	1,752	0.33%	0.33%	478	0	0.0%	Q2 2026	Sep 15, 2026
Verity Asset Management, Inc.	History	No change	29,660	1,749	0.66%	0.66%	479	0	0.0%	Q2 2026	Aug 13, 2026
Atlantic Union Bankshares Corp	History	No change	29,491	1,739	0.03%	0.03%	480	0	0.0%	Q2 2026	Aug 11, 2026
PlanVest Financial, Inc	History	No change	29,212	1,722	1.15%	1.15%	481	0	0.0%	Q2 2026	Aug 10, 2026
AXS Investments LLC	History	No change	29,017	1,711	0.49%	0.49%	482	0	0.0%	Q2 2026	Aug 10, 2026
CWS Financial Advisors, LLC	History	No change	28,441	1,677	0.37%	0.37%	483	0	0.0%	Q2 2026	Jul 30, 2026
WEDBUSH SECURITIES INC	History	No change	28,309	1,670	0.04%	0.04%	484	0	0.0%	Q2 2026	Jul 28, 2026
Avise Financial Cooperative, Inc.	History	No change	27,922	1,646	1.17%	1.17%	485	0	0.0%	Q2 2026	Aug 06, 2026
ARMSTRONG ADVISORY GROUP, INC	History	No change	26,704	1,575	0.1%	0.1%	486	0	0.0%	Q2 2026	Jul 13, 2026
Mutual Advisors, LLC	History	No change	26,377	1,555	0.03%	0.03%	487	0	0.0%	Q2 2026	Aug 14, 2026
Pines Wealth Management, LLC	History	No change	26,264	1,549	0.45%	0.45%	488	0	0.0%	Q2 2026	Jul 22, 2026
Key Capital Management, INC	History	No change	26,234	1,547	0.8%	0.8%	489	0	0.0%	Q2 2026	Jul 27, 2026
Discipline Wealth Solutions, LLC	History	No change	26,058	1,536	0.13%	0.13%	490	0	0.0%	Q2 2026	Jul 21, 2026
NorthRock Partners, LLC	History	No change	25,908	1,528	0.02%	0.02%	491	0	0.0%	Q2 2026	Aug 11, 2026
Ignite Planners, LLC	History	No change	25,781	1,524	0.21%	0.21%	492	0	0.0%	Q2 2026	Jul 23, 2026
Enclave Advisors LLC	History	No change	25,345	1,494	0.19%	0.19%	493	0	0.0%	Q2 2026	Jul 14, 2026
LCNB CORP	History	No change	25,321	1,493	0.46%	0.46%	494	0	0.0%	Q2 2026	Aug 10, 2026
ENTREWEALTH, LLC	History	No change	25,487	1,486	0.55%	0.55%	495	0	0.0%	Q2 2026	Aug 13, 2026
COOPERMAN LEON G	History	No change	25,028	1,476	0.04%	0.04%	496	0	0.0%	Q2 2026	Aug 14, 2026
NWAM LLC	History	No change	24,614	1,451	0.07%	0.07%	497	0	0.0%	Q2 2026	Jul 23, 2026
Pioneer Wealth Management Group	History	No change	24,533	1,446	0.35%	0.35%	498	0	0.0%	Q2 2026	Jul 07, 2026
Powers Advisory Group, LLC	History	No change	24,459	1,442	0.45%	0.45%	499	0	0.0%	Q2 2026	Jul 31, 2026
Cornerstone Wealth Management, LLC	History	No change	24,145	1,424	0.06%	0.06%	500	0	0.0%	Q2 2026	Jul 22, 2026
Gibraltar Capital Management, Inc.	History	No change	24,116	1,422	0.22%	0.22%	501	0	0.0%	Q2 2026	Jul 20, 2026
Rockwood Wealth Management, LLC	History	No change	24,115	1,422	0.09%	0.09%	502	0	0.0%	Q2 2026	Jul 13, 2026
Ares Financial Consulting, LLC	History	No change	23,953	1,412	1.01%	1.01%	503	0	0.0%	Q2 2026	Jul 09, 2026
PW Nova Financial Services LLC	History	No change	23,708	1,398	0.3%	0.3%	504	0	0.0%	Q2 2026	Jul 29, 2026
Dorsey & Whitney Trust CO LLC	History	No change	23,640	1,394	0.07%	0.07%	505	0	0.0%	Q2 2026	Aug 14, 2026
Balefire, LLC	History	No change	23,504	1,386	0.23%	0.23%	506	0	0.0%	Q2 2026	Jul 07, 2026
ANDERSON HOAGLAND & CO	History	No change	23,422	1,381	0.11%	0.11%	507	0	0.0%	Q2 2026	Jul 06, 2026
BENJAMIN EDWARDS INC	History	No change	23,332	1,376	0.01%	0.01%	508	0	0.0%	Q2 2026	Jul 24, 2026
Tidal Investments LLC	History	No change	23,269	1,372	0.0%	0.0%	509	0	0.0%	Q2 2026	Aug 13, 2026
Roehl & Yi Investment Advisors, LLC	History	No change	1,367,109	1,367	0.45%	0.45%	510	0	0.0%	Q2 2026	Aug 13, 2026
Schulz Wealth, LTD.	History	No change	22,877	1,349	0.7%	0.7%	511	0	0.0%	Q2 2026	Aug 26, 2026
TMB Capital Partners, LLC	History	No change	22,732	1,340	0.42%	0.42%	512	0	0.0%	Q2 2026	Jul 24, 2026
Ashton Thomas Private Wealth, LLC	History	No change	22,703	1,339	0.03%	0.03%	513	0	0.0%	Q2 2026	Jul 29, 2026
E&G Advisors, LLC	History	No change	22,699	1,338	0.26%	0.26%	514	0	0.0%	Q2 2026	Jul 23, 2026
Tenon Financial LLC	History	No change	22,655	1,336	0.43%	0.43%	515	0	0.0%	Q2 2026	Jul 24, 2026
Lynx Investment Advisory	History	No change	22,420	1,322	0.43%	0.43%	516	0	0.0%	Q2 2026	Jul 27, 2026
Silver Oak Advisory Group, Inc.	History	No change	21,863	1,289	0.51%	0.51%	517	0	0.0%	Q2 2026	Jul 31, 2026
Ramiah Investment Group	History	No change	21,623	1,275	0.97%	0.97%	518	0	0.0%	Q2 2026	Jul 16, 2026
Asset One Wealth Management LLC	History	No change	21,746	1,275	0.13%	0.13%	519	0	0.0%	Q2 2026	Aug 13, 2026
J.W. COLE ADVISORS, INC.	History	No change	21,555	1,271	0.02%	0.02%	520	0	0.0%	Q2 2026	Jul 21, 2026
Lido Advisors, LLC	History	No change	21,078	1,243	0.0%	0.0%	521	0	0.0%	Q2 2026	Aug 07, 2026
SkyOak Wealth, LLC	History	No change	20,996	1,238	0.2%	0.2%	522	0	0.0%	Q2 2026	Jul 30, 2026
HSBC HOLDINGS PLC	History	No change	20,952	1,235	0.0%	0.0%	523	0	0.0%	Q2 2026	Aug 14, 2026
Choate Investment Advisors	History	No change	20,871	1,230	0.02%	0.02%	524	0	0.0%	Q2 2026	Aug 11, 2026
SEI INVESTMENTS CO	History	No change	20,773	1,225	0.0%	0.0%	525	0	0.0%	Q2 2026	Aug 14, 2026
Bluespring Wealth Management, LLC	History	No change	20,776	1,225	0.02%	0.02%	526	0	0.0%	Q2 2026	Aug 11, 2026
TrueWealth Advisors, LLC	History	No change	20,618	1,216	0.27%	0.27%	527	0	0.0%	Q2 2026	Jul 08, 2026
Oakmont Advisory Group, LLC	History	No change	20,451	1,206	1.01%	1.01%	528	0	0.0%	Q2 2026	Aug 03, 2026
Talon Private Wealth, LLC	History	No change	20,298	1,197	0.14%	0.14%	529	0	0.0%	Q2 2026	Sep 11, 2026
BETO FINANCIAL GROUP, LLC	History	No change	20,326	1,190	0.63%	0.63%	530	0	0.0%	Q2 2026	Aug 07, 2026
Disciplined Investments, LLC	History	No change	20,006	1,179	0.38%	0.38%	531	0	0.0%	Q2 2026	Aug 07, 2026
Pacific Capital Wealth Advisors, Inc.	History	No change	19,686	1,161	0.18%	0.18%	532	0	0.0%	Q2 2026	Jul 09, 2026
STEPHENS INC /AR/	History	No change	19,485	1,149	0.01%	0.01%	533	0	0.0%	Q2 2026	Jul 29, 2026
Breakwater Investment Management	History	No change	19,379	1,142	0.39%	0.39%	534	0	0.0%	Q2 2026	Aug 06, 2026
SURIENCE PRIVATE WEALTH LLC	History	No change	19,342	1,140	1.0%	1.0%	535	0	0.0%	Q2 2026	Jul 24, 2026
PFG Advisors	History	No change	19,076	1,125	0.06%	0.06%	536	0	0.0%	Q2 2026	Jul 16, 2026
Compound Planning, Inc.	History	No change	18,977	1,119	0.03%	0.03%	537	0	0.0%	Q2 2026	Aug 04, 2026
Winch Advisory Services, LLC	History	No change	18,951	1,117	0.23%	0.23%	538	0	0.0%	Q2 2026	Aug 06, 2026
Horizon Family Wealth, Inc.	History	No change	18,852	1,111	0.51%	0.51%	539	0	0.0%	Q2 2026	Aug 11, 2026
Forza Wealth Management, LLC	History	No change	18,765	1,106	0.34%	0.34%	540	0	0.0%	Q2 2026	Jul 17, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	No change	18,378	1,083	0.02%	0.02%	541	0	0.0%	Q2 2026	Aug 10, 2026
CARDIFF PARK ADVISORS, LLC	History	No change	18,254	1,076	0.08%	0.08%	542	0	0.0%	Q2 2026	Aug 14, 2026
IEQ CAPITAL, LLC	History	No change	18,110	1,068	0.0%	0.0%	543	0	0.0%	Q2 2026	Aug 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP	History	No change	17,937	1,057	0.0%	0.0%	544	0	0.0%	Q2 2026	Aug 10, 2026
BOKF, NA	History	No change	17,837	1,052	0.01%	0.01%	545	0	0.0%	Q2 2026	Aug 10, 2026
Gladstone Institutional Advisory LLC	History	No change	17,802	1,049	0.03%	0.03%	546	0	0.0%	Q2 2026	Jul 27, 2026
Kingsview Wealth Management, LLC	History	No change	17,717	1,044	0.01%	0.01%	547	0	0.0%	Q2 2026	Aug 18, 2026
Team Hewins, LLC	History	No change	17,690	1,043	0.29%	0.29%	548	0	0.0%	Q2 2026	Jul 29, 2026
Blossom Wealth Management	History	No change	17,537	1,034	1.46%	1.46%	549	0	0.0%	Q2 2026	Jul 24, 2026
LeConte Wealth Management, LLC	History	No change	17,456	1,029	0.56%	0.56%	550	0	0.0%	Q2 2026	Aug 07, 2026
Western Reserve Capital Management, LLC	History	No change	17,400	1,026	0.76%	0.76%	551	0	0.0%	Q2 2026	Jul 21, 2026
WHITTIER TRUST CO	History	No change	17,446	1,025	0.01%	0.01%	552	0	0.0%	Q2 2026	Jul 27, 2026
UPTICK PARTNERS, LLC	History	No change	17,393	1,025	0.16%	0.16%	553	0	0.0%	Q2 2026	Aug 10, 2026
Quantinno Capital Management LP	History	No change	17,258	1,017	0.0%	0.0%	554	0	0.0%	Q2 2026	Aug 13, 2026
Signal Advisors Wealth, LLC	History	No change	17,117	1,009	0.05%	0.05%	555	0	0.0%	Q2 2026	Aug 04, 2026
BEACON HILL WEALTH MANAGEMENT LTD.	History	No change	17,059	1,006	0.7%	0.7%	556	0	0.0%	Q2 2026	Aug 11, 2026
Archer Investment Management, LLC	History	No change	16,979	1,001	0.34%	0.34%	557	0	0.0%	Q2 2026	Jul 07, 2026
Rathbones Group PLC	History	No change	16,935	998	0.0%	0.0%	558	0	0.0%	Q2 2026	Jul 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	16,700	984	0.0%	0.0%	559	0	0.0%	Q2 2026	Aug 14, 2026
Cresset Asset Management, LLC	History	No change	16,579	977	0.0%	0.0%	560	0	0.0%	Q2 2026	Aug 14, 2026
Sequoia Financial Advisors, LLC	History	No change	16,543	975	0.0%	0.0%	561	0	0.0%	Q2 2026	Jul 17, 2026
IFP Advisors, Inc	History	No change	16,536	975	0.02%	0.02%	562	0	0.0%	Q2 2026	Jul 20, 2026
Koshinski Asset Management, Inc.	History	No change	16,241	957	0.05%	0.05%	563	0	0.0%	Q2 2026	Jul 27, 2026
OpenArc Corporate Advisory, LLC	History	No change	16,222	956	0.01%	0.01%	564	0	0.0%	Q2 2026	Aug 05, 2026
HANOVER ADVISORS INC	History	No change	16,133	951	0.34%	0.34%	565	0	0.0%	Q2 2026	Aug 12, 2026
Wingate Wealth Advisors, Inc.	History	No change	16,079	948	0.42%	0.42%	566	0	0.0%	Q2 2026	Jul 29, 2026
LifeWealth Investments, LLC	History	No change	16,029	945	0.25%	0.25%	567	0	0.0%	Q2 2026	Jul 16, 2026
SWS Partners	History	No change	15,976	942	0.2%	0.2%	568	0	0.0%	Q2 2026	Aug 03, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	History	No change	15,944	940	0.05%	0.05%	569	0	0.0%	Q2 2026	Jul 20, 2026
Patten Group, Inc.	History	No change	15,842	934	0.15%	0.15%	570	0	0.0%	Q2 2026	Aug 06, 2026
Stash Investments, LLC	History	No change	15,821	933	0.3%	0.3%	571	0	0.0%	Q2 2026	Jul 29, 2026
Koss-Olinger Consulting, LLC	History	No change	15,680	924	0.07%	0.07%	572	0	0.0%	Q2 2026	Aug 10, 2026
HUNTINGTON NATIONAL BANK	History	No change	15,623	921	0.0%	0.0%	573	0	0.0%	Q2 2026	Aug 13, 2026
Brookwood Investment Group LLC	History	No change	15,581	918	0.1%	0.1%	574	0	0.0%	Q2 2026	Jul 23, 2026
Chicago Partners Investment Group LLC	History	No change	15,469	900	0.02%	0.02%	575	0	0.0%	Q2 2026	Jul 29, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP	History	No change	15,186	898	0.0%	0.0%	576	0	0.0%	Q2 2026	Aug 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC	History	No change	15,222	897	0.1%	0.1%	577	0	0.0%	Q2 2026	Jul 10, 2026
Stratos Wealth Partners, LTD.	History	No change	15,185	895	0.01%	0.01%	578	0	0.0%	Q2 2026	Aug 11, 2026
MLG Wealth Management DBA Pine Grove Financial Group	History	No change	15,103	890	0.09%	0.09%	579	0	0.0%	Q2 2026	Sep 02, 2026
Argent Trust Co	History	No change	15,058	888	0.03%	0.03%	580	0	0.0%	Q2 2026	Aug 06, 2026
McAdam, LLC	History	No change	14,910	879	0.03%	0.03%	581	0	0.0%	Q2 2026	Aug 04, 2026
Venture Visionary Partners LLC	History	No change	14,911	879	0.02%	0.02%	582	0	0.0%	Q2 2026	Jul 27, 2026
VISTA CAPITAL PARTNERS, INC.	History	No change	14,882	877	0.08%	0.08%	583	0	0.0%	Q2 2026	Jul 23, 2026
MMBG INVESTMENT ADVISORS CO.	History	No change	14,793	872	0.07%	0.07%	584	0	0.0%	Q2 2026	Aug 10, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC	History	No change	14,511	855	0.63%	0.63%	585	0	0.0%	Q2 2026	Jul 21, 2026
Range Advisory, LLC	History	No change	14,495	854	0.1%	0.1%	586	0	0.0%	Q2 2026	Sep 02, 2026
Austin Wealth Management, LLC	History	No change	14,551	853	0.18%	0.18%	587	0	0.0%	Q2 2026	Jul 22, 2026
LANARK FINANCIAL, INC.	History	No change	14,446	852	0.06%	0.06%	588	0	0.0%	Q2 2026	Jul 21, 2026
Stonehage Fleming Financial Services Holdings Ltd	History	No change	14,306	843	0.03%	0.03%	589	0	0.0%	Q2 2026	Aug 17, 2026
Pictet North America Advisors SA	History	No change	14,120	832	0.07%	0.07%	590	0	0.0%	Q2 2026	Jul 24, 2026
Avior Wealth Management, LLC	History	No change	14,070	829	0.02%	0.02%	591	0	0.0%	Q2 2026	Jul 07, 2026
Aspire Private Capital, LLC	History	No change	13,958	823	0.17%	0.17%	592	0	0.0%	Q2 2026	Jul 15, 2026
Topel & Distasi Wealth Management, LLC	History	No change	13,909	820	0.4%	0.4%	593	0	0.0%	Q2 2026	Aug 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	History	No change	13,767	811	0.05%	0.05%	594	0	0.0%	Q2 2026	Jul 15, 2026
FCG Investment Co	History	No change	13,637	804	0.28%	0.28%	595	0	0.0%	Q2 2026	Jul 13, 2026
SAPIENT CAPITAL LLC	History	No change	13,526	797	0.01%	0.01%	596	0	0.0%	Q2 2026	Jul 09, 2026
REAP Financial Group, LLC	History	No change	13,242	781	0.13%	0.13%	597	0	0.0%	Q2 2026	Aug 04, 2026
ZWJ INVESTMENT COUNSEL INC	History	No change	13,120	773	0.02%	0.02%	598	0	0.0%	Q2 2026	Jul 16, 2026
SouthState Bank Corp	History	No change	13,063	770	0.03%	0.03%	599	0	0.0%	Q2 2026	Aug 06, 2026
Crestwood Advisors Group, LLC	History	No change	13,066	770	0.01%	0.01%	600	0	0.0%	Q2 2026	Aug 03, 2026
Rehmann Capital Advisory Group	History	No change	12,730	750	0.03%	0.03%	601	0	0.0%	Q2 2026	Aug 20, 2026
PFG Investments, LLC	History	No change	12,683	748	0.03%	0.03%	602	0	0.0%	Q2 2026	Jul 23, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC	History	No change	12,657	738	0.24%	0.24%	603	0	0.0%	Q2 2026	Jul 23, 2026
Axis Wealth Partners, LLC	History	No change	12,479	736	0.35%	0.35%	604	0	0.0%	Q2 2026	Jul 28, 2026
Rinkey Investments	History	No change	12,451	734	0.17%	0.17%	605	0	0.0%	Q2 2026	Jul 20, 2026
Carter Financial Group, INC.	History	No change	12,418	732	0.38%	0.38%	606	0	0.0%	Q2 2026	Jul 30, 2026
Zhang Financial LLC	History	No change	12,369	729	0.02%	0.02%	607	0	0.0%	Q2 2026	Jul 30, 2026
Arkadios Wealth Advisors	History	No change	12,370	729	0.01%	0.01%	608	0	0.0%	Q2 2026	Aug 10, 2026
Hegarty Advisors, LLC	History	No change	12,260	723	0.5%	0.5%	609	0	0.0%	Q2 2026	Jul 27, 2026
W.H. Cornerstone Investments Inc.	History	No change	12,233	721	0.41%	0.41%	610	0	0.0%	Q2 2026	Aug 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	12,113	714	0.0%	0.0%	611	0	0.0%	Q2 2026	Jul 28, 2026
Freestone Capital Holdings, LLC	History	No change	12,103	713	0.02%	0.02%	612	0	0.0%	Q2 2026	Jul 31, 2026
NIXON PEABODY TRUST CO	History	No change	11,828	697	0.05%	0.05%	613	0	0.0%	Q2 2026	Jul 27, 2026
Laraway Financial Advisors Inc	History	No change	11,711	690	0.42%	0.42%	614	0	0.0%	Q2 2026	Aug 03, 2026
Icon Wealth Advisors, LLC	History	No change	11,560	681	0.04%	0.04%	615	0	0.0%	Q2 2026	Aug 05, 2026
Third View Private Wealth, LLC	History	No change	11,546	680	0.08%	0.08%	616	0	0.0%	Q2 2026	Jul 27, 2026
US BANCORP \DE\	History	No change	11,371	670	0.0%	0.0%	617	0	0.0%	Q2 2026	Aug 12, 2026
Houlihan Financial Resource Group, Ltd.	History	No change	11,228	662	0.24%	0.24%	618	0	0.0%	Q2 2026	Aug 10, 2026
Titan Investment Management LLC	History	No change	11,214	661	0.49%	0.49%	619	0	0.0%	Q2 2026	Aug 03, 2026
Wealthcare Advisory Partners LLC	History	No change	11,119	655	0.01%	0.01%	620	0	0.0%	Q2 2026	Jul 09, 2026
Aptus Capital Advisors, LLC	History	No change	11,013	649	0.0%	0.0%	621	0	0.0%	Q2 2026	Aug 12, 2026
Investor's Fiduciary Advisor Network, LLC	History	No change	10,804	637	0.22%	0.22%	622	0	0.0%	Q2 2026	Aug 13, 2026
Clear Point Advisors Inc.	History	No change	10,774	635	0.56%	0.56%	623	0	0.0%	Q2 2026	Jul 28, 2026
Everest Private Wealth	History	No change	10,716	632	0.24%	0.24%	624	0	0.0%	Q2 2026	Aug 07, 2026
Ausdal Financial Partners, Inc.	History	No change	10,701	631	0.02%	0.02%	625	0	0.0%	Q2 2026	Aug 14, 2026
Morton Capital Management LLC/CA	History	No change	10,714	631	0.09%	0.09%	626	0	0.0%	Q2 2026	Jul 23, 2026
Flagstone Financial Management	History	No change	10,612	625	0.14%	0.14%	627	0	0.0%	Q2 2026	Jul 21, 2026
W1M Asset Management Ltd	History	No change	10,545	621	0.01%	0.01%	628	0	0.0%	Q2 2026	Aug 12, 2026
B.O.S.S. Retirement Advisors, LLC	History	No change	10,523	620	0.17%	0.17%	629	0	0.0%	Q2 2026	Jul 20, 2026
ASPIRIANT, LLC	History	No change	10,488	618	0.02%	0.02%	630	0	0.0%	Q2 2026	Jul 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	10,442	615	0.0%	0.0%	631	0	0.0%	Q2 2026	Aug 14, 2026
CHOREO, LLC	History	No change	10,434	615	0.01%	0.01%	632	0	0.0%	Q2 2026	Aug 04, 2026
SUMMITRY LLC	History	No change	10,424	614	0.02%	0.02%	633	0	0.0%	Q2 2026	Jul 21, 2026
Thomasville National Bank	History	No change	10,358	610	0.03%	0.03%	634	0	0.0%	Q2 2026	Jul 20, 2026
Crumly & Associates Inc.	History	No change	10,325	608	0.12%	0.12%	635	0	0.0%	Q2 2026	Jul 08, 2026
MISSION WEALTH MANAGEMENT, LP	History	No change	10,243	604	0.01%	0.01%	636	0	0.0%	Q2 2026	Jul 20, 2026
FC Advisory LLC	History	Added to	10,567	598	0.16%	0.12%	637	+2,724	34.73%	Q3 2026	Oct 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	No change	10,095	595	0.01%	0.01%	638	0	0.0%	Q2 2026	Jul 23, 2026
Arena Capital Advisors, LLC- CA	History	No change	10,000	589	0.28%	0.28%	639	0	0.0%	Q2 2026	Jul 23, 2026
Sankala Group LLC	History	No change	10,089	589	0.39%	0.39%	640	0	0.0%	Q2 2026	Aug 18, 2026
NATURAL INVESTMENTS, LLC	History	No change	9,974	588	0.13%	0.13%	641	0	0.0%	Q2 2026	Jul 31, 2026
First Heartland Consultants, Inc.	History	No change	9,865	581	0.04%	0.04%	642	0	0.0%	Q2 2026	Jul 08, 2026
RFG HOLDINGS, INC.	History	No change	9,864	581	0.12%	0.12%	643	0	0.0%	Q2 2026	Jul 29, 2026
Peak Retirement Planning, Inc.	History	No change	9,816	578	0.09%	0.09%	644	0	0.0%	Q2 2026	Aug 10, 2026
Keel Point, LLC	History	No change	9,679	570	0.03%	0.03%	645	0	0.0%	Q2 2026	Aug 14, 2026
Madison Wealth Partners, Inc	History	No change	9,646	568	0.07%	0.07%	646	0	0.0%	Q2 2026	Aug 12, 2026
Concord Wealth Partners	History	No change	9,581	565	0.06%	0.06%	647	0	0.0%	Q2 2026	Jul 27, 2026
CGN Advisors LLC	History	No change	9,520	561	0.04%	0.04%	648	0	0.0%	Q2 2026	Jul 06, 2026
Madrid Wealth Management, LLC	History	No change	9,463	558	0.37%	0.37%	649	0	0.0%	Q2 2026	Jul 31, 2026
ALLSTREET CAPITAL ADVISORS LLC	History	No change	9,401	554	0.36%	0.36%	650	0	0.0%	Q2 2026	Jul 28, 2026
Bluesphere Advisors LLC	History	No change	9,237	544	0.17%	0.17%	651	0	0.0%	Q2 2026	Jul 30, 2026
IAMS WEALTH MANAGEMENT, LLC	History	No change	9,186	541	0.16%	0.16%	652	0	0.0%	Q2 2026	Jul 16, 2026
IVC Wealth Advisors LLC	History	No change	9,117	537	0.21%	0.21%	653	0	0.0%	Q2 2026	Jul 14, 2026
Midwest Trust Co	History	No change	9,090	536	0.01%	0.01%	654	0	0.0%	Q2 2026	Aug 04, 2026
Three Bearings Fiduciary Advisors, Inc.	History	No change	9,076	535	0.48%	0.48%	655	0	0.0%	Q2 2026	Jul 09, 2026
Outlook Wealth Advisors, LLC	History	No change	8,967	528	0.11%	0.11%	656	0	0.0%	Q2 2026	Aug 03, 2026
BAILARD, INC.	History	No change	8,891	524	0.01%	0.01%	657	0	0.0%	Q2 2026	Jul 30, 2026
Keeler Thomas Management LLC	History	No change	8,818	520	0.18%	0.18%	658	0	0.0%	Q2 2026	Jul 29, 2026
IFG Advisory, LLC	History	No change	8,769	517	0.02%	0.02%	659	0	0.0%	Q2 2026	Aug 13, 2026
Trust Co	History	No change	8,749	516	0.05%	0.05%	660	0	0.0%	Q2 2026	Jul 10, 2026
Tennessee Valley Asset Management Partners	History	No change	8,631	509	0.06%	0.06%	661	0	0.0%	Q2 2026	Aug 10, 2026
Clarion Wealth Managment Partners, LLC	History	No change	8,598	507	0.41%	0.41%	662	0	0.0%	Q2 2026	Aug 12, 2026
Olde Wealth Management, LLC	History	No change	8,454	498	0.14%	0.14%	663	0	0.0%	Q2 2026	Aug 13, 2026
ZEVIN ASSET MANAGEMENT LLC	History	No change	8,303	489	0.07%	0.07%	664	0	0.0%	Q2 2026	Aug 06, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC	History	No change	8,305	489	0.03%	0.03%	665	0	0.0%	Q2 2026	Jul 16, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	History	No change	8,145	480	0.1%	0.1%	666	0	0.0%	Q2 2026	Jul 17, 2026
Princeton Global Asset Management LLC	History	No change	8,139	480	0.07%	0.07%	667	0	0.0%	Q2 2026	Jul 16, 2026
Certified Advisory Corp	History	No change	8,117	478	0.04%	0.04%	668	0	0.0%	Q2 2026	Jul 16, 2026
OneAscent Family Office, LLC	History	No change	8,055	475	0.24%	0.24%	669	0	0.0%	Q2 2026	Aug 11, 2026
VOISARD ASSET MANAGEMENT GROUP, INC.	History	No change	7,988	471	0.09%	0.09%	670	0	0.0%	Q2 2026	Jul 13, 2026
FIRST MANHATTAN CO. LLC.	History	No change	7,965	469	0.0%	0.0%	671	0	0.0%	Q2 2026	Aug 14, 2026
CoreCap Advisors, LLC	History	No change	7,955	469	0.01%	0.01%	672	0	0.0%	Q2 2026	Jul 06, 2026
BAM Wealth Management, LLC	History	No change	7,887	465	0.29%	0.29%	673	0	0.0%	Q2 2026	Jul 14, 2026
Gerber Kawasaki Wealth & Investment Management	History	No change	7,794	459	0.01%	0.01%	674	0	0.0%	Q2 2026	Aug 07, 2026
CULLEN/FROST BANKERS, INC.	History	No change	7,772	458	0.0%	0.0%	675	0	0.0%	Q2 2026	Jul 27, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	7,715	455	0.0%	0.0%	676	0	0.0%	Q2 2026	Aug 12, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	History	No change	7,651	451	0.11%	0.11%	677	0	0.0%	Q2 2026	Aug 12, 2026
Quest 10 Wealth Builders, Inc.	History	No change	7,634	450	0.35%	0.35%	678	0	0.0%	Q2 2026	Jul 24, 2026
HARBOR CAPITAL ADVISORS, INC.	History	No change	7,602	448	0.03%	0.03%	679	0	0.0%	Q2 2026	Aug 07, 2026
True North Advisors, LLC	History	No change	7,550	445	0.04%	0.04%	680	0	0.0%	Q2 2026	Jul 22, 2026
SBI Securities Co., Ltd.	History	No change	7,504	442	0.01%	0.01%	681	0	0.0%	Q2 2026	Jul 22, 2026
Sigma Planning Corp	History	No change	7,462	440	0.01%	0.01%	682	0	0.0%	Q2 2026	Aug 07, 2026
Versant Capital Management, Inc	History	New	7,751	439	0.04%	—	683	+7,751	New	Q3 2026	Oct 01, 2026
Caitlin John, LLC	History	No change	7,293	430	0.23%	0.23%	684	0	0.0%	Q2 2026	Aug 17, 2026
Wells Financial Advisors INC	History	No change	7,190	424	3.94%	3.94%	685	0	0.0%	Q2 2026	Jul 23, 2026
Atala Financial Inc	History	No change	7,148	421	0.26%	0.26%	686	0	0.0%	Q2 2026	Jul 23, 2026
Summit Global Investments	History	No change	7,098	419	0.02%	0.02%	687	0	0.0%	Q2 2026	Aug 03, 2026
Midwest Financial Partners Investments, Inc.	History	No change	7,099	418	0.17%	0.17%	688	0	0.0%	Q2 2026	Jul 15, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	History	No change	7,036	414	0.02%	0.02%	689	0	0.0%	Q2 2026	Aug 14, 2026
Joel Adams & Associates, Inc.	History	No change	7,020	414	0.27%	0.27%	690	0	0.0%	Q2 2026	Aug 06, 2026
Dynamic Advisor Solutions LLC	History	No change	6,982	411	0.01%	0.01%	691	0	0.0%	Q2 2026	Jul 07, 2026
Aries Wealth Management	History	No change	6,956	410	0.08%	0.08%	692	0	0.0%	Q2 2026	Jul 24, 2026
XY Planning Network, Inc.	History	No change	6,964	410	0.05%	0.05%	693	0	0.0%	Q2 2026	Jul 14, 2026
WARNER FINANCIAL, INC	History	No change	6,949	409	0.12%	0.12%	694	0	0.0%	Q2 2026	Jul 09, 2026
E-Wealth Partners, LLC	History	No change	6,936	409	0.3%	0.3%	695	0	0.0%	Q2 2026	Aug 17, 2026
Manhattan West Asset Management, LLC	History	No change	6,874	405	0.07%	0.07%	696	0	0.0%	Q2 2026	Aug 11, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC	History	No change	6,823	402	0.02%	0.02%	697	0	0.0%	Q2 2026	Aug 14, 2026
Caldwell Trust Co	History	No change	6,698	395	0.03%	0.03%	698	0	0.0%	Q2 2026	Aug 03, 2026
Southeast Asset Advisors, LLC	History	No change	6,640	391	0.04%	0.04%	699	0	0.0%	Q2 2026	Aug 14, 2026
Ballast Rock Private Wealth LLC	History	No change	6,626	390	0.18%	0.18%	700	0	0.0%	Q2 2026	Aug 10, 2026
Core Wealth Partners LLC	History	No change	6,561	386	0.16%	0.16%	701	0	0.0%	Q2 2026	Jul 17, 2026
FSM Wealth Advisors, LLC	History	No change	6,494	383	0.04%	0.04%	702	0	0.0%	Q2 2026	Jul 15, 2026
Global Retirement Partners, LLC	History	No change	6,467	381	0.01%	0.01%	703	0	0.0%	Q2 2026	Aug 06, 2026
Sovran Advisors, LLC	History	No change	6,522	381	0.03%	0.03%	704	0	0.0%	Q2 2026	Jul 29, 2026
EXCALIBUR MANAGEMENT CORP	History	No change	6,450	380	0.13%	0.13%	705	0	0.0%	Q2 2026	Aug 03, 2026
Inlight Wealth Management, LLC	History	No change	6,427	379	0.12%	0.12%	706	0	0.0%	Q2 2026	Jul 28, 2026
Modera Wealth Management, LLC	History	No change	6,336	373	0.0%	0.0%	707	0	0.0%	Q2 2026	Aug 03, 2026
American Trust	History	No change	6,274	370	0.03%	0.03%	708	0	0.0%	Q2 2026	Aug 14, 2026
Portside Wealth Group, LLC	History	No change	6,275	370	0.04%	0.04%	709	0	0.0%	Q2 2026	Jul 14, 2026
Prepared Retirement Institute LLC	History	No change	6,254	368	0.16%	0.16%	710	0	0.0%	Q2 2026	Aug 10, 2026
CITADEL ADVISORS LLC	History	No change	6,200	365	0.0%	0.0%	711	0	0.0%	Q2 2026	Sep 02, 2026
FSA Advisors, Inc.	History	No change	6,168	363	0.17%	0.17%	712	0	0.0%	Q2 2026	Aug 17, 2026
National Wealth Management Group, LLC	History	No change	6,122	361	0.11%	0.11%	713	0	0.0%	Q2 2026	Jul 14, 2026
Coppell Advisory Solutions LLC	History	No change	11,382	359	0.03%	0.03%	714	0	0.0%	Q2 2026	Aug 14, 2026
InTrack Investment Management Inc	History	No change	6,073	358	0.18%	0.18%	715	0	0.0%	Q2 2026	Jul 17, 2026
Portland Financial Advisors Inc	History	No change	6,022	355	0.65%	0.65%	716	0	0.0%	Q2 2026	Aug 10, 2026
Successful Portfolios LLC	History	No change	6,031	353	0.16%	0.16%	717	0	0.0%	Q2 2026	Jul 14, 2026
Stonebridge Financial Planning Group, LLC	History	No change	5,975	352	0.11%	0.11%	718	0	0.0%	Q2 2026	Jul 31, 2026
Westfuller Advisors, LLC	History	No change	5,963	351	0.13%	0.13%	719	0	0.0%	Q2 2026	Jul 29, 2026
Fortitude Advisory Group L.L.C.	History	No change	5,939	350	0.13%	0.13%	720	0	0.0%	Q2 2026	Jul 22, 2026
SACHEM HILL LLC	History	No change	5,924	349	0.06%	0.06%	721	0	0.0%	Q2 2026	Aug 10, 2026
Visionary Wealth Advisors	History	No change	5,910	348	0.01%	0.01%	722	0	0.0%	Q2 2026	Aug 13, 2026
BFSG, LLC	History	No change	5,895	347	0.03%	0.03%	723	0	0.0%	Q2 2026	Jul 20, 2026
Focus Financial Network, Inc.	History	No change	5,814	342	0.01%	0.01%	724	0	0.0%	Q2 2026	Jul 09, 2026
NerdWallet Wealth Partners, LLC	History	No change	5,715	337	0.12%	0.12%	725	0	0.0%	Q2 2026	Jul 07, 2026
Physician Wealth Advisors, Inc.	History	No change	5,693	335	0.04%	0.04%	726	0	0.0%	Q2 2026	Jul 20, 2026
LWM Advisory Services, LLC	History	No change	5,680	334	0.6%	0.6%	727	0	0.0%	Q2 2026	Aug 03, 2026
Elevation Capital Advisory, LLC	History	No change	5,654	333	0.13%	0.13%	728	0	0.0%	Q2 2026	Jul 27, 2026
ARKANSAS FINANCIAL GROUP, INC.	History	No change	5,542	326	0.04%	0.04%	729	0	0.0%	Q2 2026	Jul 20, 2026
Rockbridge Investment Management, LCC	History	No change	5,499	324	0.03%	0.03%	730	0	0.0%	Q2 2026	Aug 14, 2026
Clear Creek Financial Management, LLC	History	No change	5,461	322	0.02%	0.02%	731	0	0.0%	Q2 2026	Jul 27, 2026
Kingdom Financial Group LLC.	History	No change	5,431	320	0.08%	0.08%	732	0	0.0%	Q2 2026	Aug 07, 2026
Centennial Advisors, LLC	History	No change	5,417	319	0.38%	0.38%	733	0	0.0%	Q2 2026	Jul 27, 2026
FLP Wealth Management, LLC	History	No change	5,425	319	0.57%	0.57%	734	0	0.0%	Q2 2026	Jul 28, 2026
WFA of San Diego, LLC	History	No change	5,429	317	0.26%	0.26%	735	0	0.0%	Q2 2026	Aug 14, 2026
STEINBERGANNA WEALTH MANAGEMENT	History	No change	5,383	317	0.13%	0.13%	736	0	0.0%	Q2 2026	Aug 04, 2026
Forvis Mazars Wealth Advisors, LLC	History	No change	5,277	311	0.01%	0.01%	737	0	0.0%	Q2 2026	Aug 10, 2026
Arlington Financial Advisors, LLC	History	No change	5,278	311	0.04%	0.04%	738	0	0.0%	Q2 2026	Jul 22, 2026
Global Assets Advisory, LLC	History	No change	5,290	310	0.07%	0.07%	739	0	0.0%	Q2 2026	Jul 27, 2026
Sovereign Financial Group, Inc.	History	No change	5,245	309	0.05%	0.05%	740	0	0.0%	Q2 2026	Jul 24, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	5,229	308	0.03%	0.03%	741	0	0.0%	Q2 2026	Aug 13, 2026
WOODMONT INVESTMENT COUNSEL LLC	History	No change	5,158	304	0.02%	0.02%	742	0	0.0%	Q2 2026	Jul 27, 2026
JFS WEALTH ADVISORS, LLC	History	No change	5,148	303	0.02%	0.02%	743	0	0.0%	Q2 2026	Jul 10, 2026
OPPENHEIMER & CO INC	History	No change	5,131	302	0.0%	0.0%	744	0	0.0%	Q2 2026	Aug 03, 2026
Petersen Hastings Wealth Advisors Inc.	History	No change	5,122	302	0.03%	0.03%	745	0	0.0%	Q2 2026	Jul 17, 2026
Iowa State Bank	History	No change	5,271	298	0.05%	0.05%	746	0	0.0%	Q3 2026	Oct 06, 2026
COUNTRY TRUST BANK	History	No change	4,988	294	0.01%	0.01%	747	0	0.0%	Q2 2026	Jul 15, 2026
REICON WEALTH ADVISORS, LLC	History	No change	5,000	294	0.18%	0.18%	748	0	0.0%	Q2 2026	Jul 29, 2026
McKinley Carter Wealth Services, Inc.	History	No change	4,977	293	0.02%	0.02%	749	0	0.0%	Q2 2026	Jul 28, 2026
Keewaydin Investments LLC	History	No change	4,983	293	0.08%	0.08%	750	0	0.0%	Q2 2026	Aug 14, 2026
Hippocratic Financial Advisors, LLC	History	No change	4,974	293	0.11%	0.11%	751	0	0.0%	Q2 2026	Aug 03, 2026
Noble Family Wealth, LLC	History	No change	4,951	292	0.05%	0.05%	752	0	0.0%	Q2 2026	Aug 04, 2026
ETF Store, Inc.	History	No change	4,927	290	0.24%	0.24%	753	0	0.0%	Q2 2026	Jul 29, 2026
NOVEM GROUP	History	No change	4,904	289	0.03%	0.03%	754	0	0.0%	Q2 2026	Jul 21, 2026
Savvy Advisors, Inc.	History	No change	4,912	289	0.01%	0.01%	755	0	0.0%	Q2 2026	Aug 03, 2026
Ballentine Partners, LLC	History	No change	4,884	288	0.0%	0.0%	756	0	0.0%	Q2 2026	Jul 17, 2026
Slagle Financial, LLC	History	No change	4,785	282	0.08%	0.08%	757	0	0.0%	Q2 2026	Jul 29, 2026
Connecticut Wealth Management, LLC	History	No change	4,752	280	0.01%	0.01%	758	0	0.0%	Q2 2026	Jul 29, 2026
Evolution Advisers, Inc.	History	No change	4,761	280	0.1%	0.1%	759	0	0.0%	Q2 2026	Jul 31, 2026
Regal Investment Advisors LLC	History	No change	4,724	278	0.01%	0.01%	760	0	0.0%	Q2 2026	Aug 14, 2026
C M BIDWELL & ASSOCIATES LTD	History	No change	4,700	277	0.11%	0.11%	761	0	0.0%	Q2 2026	Aug 11, 2026
VICTORY FINANCIAL GROUP, LLC	History	No change	4,711	277	0.03%	0.03%	762	0	0.0%	Q2 2026	Jul 28, 2026
BRASADA CAPITAL MANAGEMENT, LP	History	No change	4,680	276	0.05%	0.05%	763	0	0.0%	Q2 2026	Aug 17, 2026
Winter & Associates, Inc.	History	No change	4,686	276	0.21%	0.21%	764	0	0.0%	Q2 2026	Jul 09, 2026
HOWARD WEALTH MANAGEMENT, LLC	History	No change	4,672	275	0.1%	0.1%	765	0	0.0%	Q2 2026	Jul 21, 2026
Financial Council, LLC	History	No change	4,661	274	0.09%	0.09%	766	0	0.0%	Q2 2026	Aug 04, 2026
StoneX Group Inc.	History	No change	4,629	273	0.01%	0.01%	767	0	0.0%	Q2 2026	Aug 12, 2026
MATAURO, LLC	History	No change	4,599	271	0.04%	0.04%	768	0	0.0%	Q2 2026	Jul 21, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	4,580	270	0.0%	0.0%	769	0	0.0%	Q2 2026	Aug 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC	History	No change	4,582	270	0.02%	0.02%	770	0	0.0%	Q2 2026	Aug 05, 2026
Cassilly Financial Group LLC	History	No change	4,516	266	0.19%	0.19%	771	0	0.0%	Q2 2026	Jul 15, 2026
Traub Capital Management LLC	History	No change	4,485	264	0.24%	0.24%	772	0	0.0%	Q2 2026	Jul 23, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC	History	No change	4,470	263	0.01%	0.01%	773	0	0.0%	Q2 2026	Aug 11, 2026
Birchcreek Wealth Management, LLC	History	No change	4,475	263	0.1%	0.1%	774	0	0.0%	Q2 2026	Aug 06, 2026
Facet Wealth, Inc.	History	No change	4,453	262	0.0%	0.0%	775	0	0.0%	Q2 2026	Jul 27, 2026
Professional Financial Advisors, LLC	History	No change	4,436	261	0.05%	0.05%	776	0	0.0%	Q2 2026	Jul 09, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	No change	4,399	259	0.01%	0.01%	777	0	0.0%	Q2 2026	Jul 28, 2026
Tempus Wealth Planning, LLC	History	No change	4,360	257	0.05%	0.05%	778	0	0.0%	Q2 2026	Jul 22, 2026
SwitchPoint Financial Planning, LLC	History	No change	4,362	257	0.15%	0.15%	779	0	0.0%	Q2 2026	Aug 14, 2026
Integrity Investment Advisors, LLC	History	No change	4,355	256	0.11%	0.11%	780	0	0.0%	Q2 2026	Jul 21, 2026
Principle Wealth Partners LLC	History	No change	4,324	255	0.01%	0.01%	781	0	0.0%	Q2 2026	Aug 07, 2026
Connecticut Capital Management Group, LLC	History	No change	4,329	255	0.21%	0.21%	782	0	0.0%	Q2 2026	Jul 17, 2026
Kohmann Bosshard Financial Services, LLC	History	No change	4,310	254	0.02%	0.02%	783	0	0.0%	Q2 2026	Jul 14, 2026
Fairscale Capital, LLC	History	No change	4,310	254	0.15%	0.15%	784	0	0.0%	Q2 2026	Aug 07, 2026
Evanson Financial, LLC	History	No change	4,317	254	0.01%	0.01%	785	0	0.0%	Q2 2026	Jul 07, 2026
MEYER HANDELMAN CO	History	No change	4,296	253	0.01%	0.01%	786	0	0.0%	Q2 2026	Aug 03, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	No change	4,299	253	0.01%	0.01%	787	0	0.0%	Q2 2026	Jul 27, 2026
Jacobs Equity LLC	History	No change	4,272	251	0.17%	0.17%	788	0	0.0%	Q2 2026	Aug 14, 2026
LINCOLN CAPITAL CORP	History	No change	4,240	250	0.08%	0.08%	789	0	0.0%	Q2 2026	Jul 16, 2026
National Philanthropic Trust	History	No change	4,246	250	0.0%	0.0%	790	0	0.0%	Q2 2026	Aug 14, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC	History	No change	4,251	250	0.19%	0.19%	791	0	0.0%	Q2 2026	Aug 05, 2026
BridgePort Financial Solutions, LLC	History	No change	4,232	249	0.06%	0.06%	792	0	0.0%	Q2 2026	Jul 24, 2026
Texas Bank & Trust Co	History	No change	4,234	249	0.08%	0.08%	793	0	0.0%	Q2 2026	Jul 31, 2026
Ketron Financial	History	No change	4,232	249	0.08%	0.08%	794	0	0.0%	Q2 2026	Aug 05, 2026
CX Institutional	History	Added to	4,381	248	0.01%	0.01%	798	+227	5.46%	Q3 2026	Oct 02, 2026
BLB&B Advisors, LLC	History	No change	4,211	248	0.01%	0.01%	795	0	0.0%	Q2 2026	Aug 05, 2026
Baker Avenue Asset Management, LP	History	No change	4,221	248	0.0%	0.0%	796	0	0.0%	Q2 2026	Jul 28, 2026
Aviance Capital Partners, LLC	History	No change	4,212	248	0.03%	0.03%	797	0	0.0%	Q2 2026	Jul 30, 2026
Ameraudi Asset Management, Inc.	History	No change	4,158	245	0.11%	0.11%	799	0	0.0%	Q2 2026	Aug 06, 2026
Sunflower Bank, N.A.	History	No change	4,169	245	0.06%	0.06%	800	0	0.0%	Q2 2026	Aug 14, 2026
Csenge Advisory Group	History	No change	4,151	244	0.01%	0.01%	801	0	0.0%	Q2 2026	Aug 10, 2026
WALLER FINANCIAL PLANNING GROUP, INC	History	No change	4,145	244	0.05%	0.05%	802	0	0.0%	Q2 2026	Jul 07, 2026
NORTH DALLAS BANK & TRUST CO	History	No change	4,149	244	0.14%	0.14%	803	0	0.0%	Q2 2026	Jul 13, 2026
Patriot Financial Group Insurance Agency, LLC	History	No change	4,109	242	0.02%	0.02%	804	0	0.0%	Q2 2026	Jul 16, 2026
Calamos Wealth Management LLC	History	No change	4,080	240	0.01%	0.01%	805	0	0.0%	Q2 2026	Jul 31, 2026
River Street Advisors LLC	History	No change	4,059	239	0.07%	0.07%	806	0	0.0%	Q2 2026	Jul 21, 2026
Schiavi & Co LLC	History	No change	4,049	238	0.06%	0.06%	807	0	0.0%	Q2 2026	Aug 10, 2026
Legacy PCG, LLC	History	No change	4,092	238	1.15%	1.15%	808	0	0.0%	Q2 2026	Aug 12, 2026
Crews Bank & Trust	History	No change	4,021	237	0.03%	0.03%	809	0	0.0%	Q2 2026	Jul 16, 2026
Oak Grove Capital LLC	History	No change	4,000	235	0.01%	0.01%	810	0	0.0%	Q2 2026	Aug 13, 2026
CIBC Bancorp USA Inc.	History	No change	3,917	231	0.0%	0.0%	811	0	0.0%	Q2 2026	Aug 13, 2026
Ethic Inc.	History	No change	3,914	230	0.0%	0.0%	812	0	0.0%	Q2 2026	Jul 29, 2026
Greenline Wealth Management LLC	History	No change	3,911	230	0.19%	0.19%	813	0	0.0%	Q2 2026	Jul 23, 2026
Archvest Wealth Advisors, Inc.	History	No change	3,799	224	0.13%	0.13%	814	0	0.0%	Q2 2026	Jul 27, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC	History	No change	3,806	224	0.13%	0.13%	815	0	0.0%	Q2 2026	Aug 05, 2026
Members Trust Co	History	No change	3,759	221	0.01%	0.01%	816	0	0.0%	Q2 2026	Jul 31, 2026
Carl P. Sherr & Co., LLC	History	No change	3,759	221	0.09%	0.09%	817	0	0.0%	Q2 2026	Jul 31, 2026
Johnson Bixby & Associates, LLC	History	No change	3,733	220	0.02%	0.02%	818	0	0.0%	Q2 2026	Jul 16, 2026
Severin Investments, LLC	History	No change	3,713	218	0.16%	0.16%	819	0	0.0%	Q2 2026	Aug 14, 2026
ProCore Advisors, LLC	History	No change	3,683	217	0.27%	0.27%	820	0	0.0%	Q2 2026	Jul 27, 2026
IFG Advisors, LLC	History	No change	3,671	216	0.03%	0.03%	821	0	0.0%	Q2 2026	Jul 22, 2026
GeoWealth Management, LLC	History	No change	3,656	215	0.01%	0.01%	822	0	0.0%	Q2 2026	Jul 30, 2026
BAR HARBOR WEALTH MANAGEMENT	History	No change	3,643	214	0.01%	0.01%	823	0	0.0%	Q2 2026	Jul 15, 2026
Lloyd Advisory Services, LLC.	History	No change	3,616	213	0.08%	0.08%	824	0	0.0%	Q2 2026	Aug 07, 2026
Composition Wealth, LLC	History	No change	3,596	212	0.0%	0.0%	825	0	0.0%	Q2 2026	Jul 22, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	History	No change	3,540	208	0.05%	0.05%	826	0	0.0%	Q2 2026	Aug 07, 2026
GenWealth Group, Inc.	History	No change	3,530	208	0.03%	0.03%	827	0	0.0%	Q2 2026	Jul 10, 2026
SEMITAM BONAM LLC	History	No change	3,515	207	0.15%	0.15%	828	0	0.0%	Q2 2026	Jul 24, 2026
ATLAS CAPITAL ADVISORS INC.	History	No change	3,495	206	0.02%	0.02%	829	0	0.0%	Q2 2026	Aug 13, 2026
Fonville Wealth Management LLC	History	No change	3,507	206	0.03%	0.03%	830	0	0.0%	Q2 2026	Jul 28, 2026
Simmons Bank	History	No change	3,467	204	0.01%	0.01%	831	0	0.0%	Q2 2026	Jul 31, 2026
Berger Financial Group, Inc	History	No change	3,445	203	0.01%	0.01%	832	0	0.0%	Q2 2026	Aug 04, 2026
Ascent Advisors, LLC	History	No change	3,455	202	0.23%	0.23%	833	0	0.0%	Q2 2026	Aug 14, 2026
HMS Capital Management, LLC	History	No change	3,410	201	0.08%	0.08%	834	0	0.0%	Q2 2026	Jul 21, 2026
RITHOLTZ WEALTH MANAGEMENT	History	No change	3,409	201	0.0%	0.0%	835	0	0.0%	Q2 2026	Aug 11, 2026
Atomic Invest LLC	History	No change	3,294	194	0.02%	0.02%	836	0	0.0%	Q2 2026	Sep 25, 2026
Golden State Wealth Management, LLC	History	No change	3,250	191	0.02%	0.02%	837	0	0.0%	Q2 2026	Jul 22, 2026
Raleigh Capital Management Inc.	History	No change	3,252	191	0.06%	0.06%	838	0	0.0%	Q2 2026	Jul 21, 2026
Avion Wealth	History	No change	3,197	188	0.03%	0.03%	839	0	0.0%	Q2 2026	Jul 31, 2026
Coston, McIsaac & Partners	History	No change	3,102	182	0.04%	0.04%	840	0	0.0%	Q2 2026	Aug 12, 2026
Geneos Wealth Management Inc.	History	No change	3,059	180	0.0%	0.0%	841	0	0.0%	Q2 2026	Aug 06, 2026
Parallel Advisors, LLC	History	No change	2,982	175	0.0%	0.0%	842	0	0.0%	Q2 2026	Aug 05, 2026
S.A. Mason LLC	History	No change	2,915	171	0.05%	0.05%	843	0	0.0%	Q2 2026	Jul 31, 2026
NBH Bank	History	No change	2,740	161	0.07%	0.07%	844	0	0.0%	Q2 2026	Aug 14, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	History	No change	2,676	157	0.0%	0.0%	845	0	0.0%	Q2 2026	Jul 30, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	2,583	151	0.0%	0.0%	846	0	0.0%	Q2 2026	Jul 27, 2026
Morton Brown Family Wealth, LLC	History	No change	2,565	151	0.03%	0.03%	847	0	0.0%	Q2 2026	Jul 21, 2026
Ancora Advisors LLC	History	No change	2,492	146	0.0%	0.0%	848	0	0.0%	Q2 2026	Aug 14, 2026
CHAPMAN FINANCIAL GROUP, LLC	History	No change	2,471	145	0.1%	0.1%	849	0	0.0%	Q2 2026	Aug 05, 2026
WEBSTER BANK, N. A.	History	No change	2,433	143	0.01%	0.01%	850	0	0.0%	Q2 2026	Jul 20, 2026
Bogart Wealth, LLC	History	No change	2,362	139	0.0%	0.0%	851	0	0.0%	Q2 2026	Jul 24, 2026
OXFORD FINANCIAL GROUP, LTD. LLC	History	No change	1,985	117	0.01%	0.01%	852	0	0.0%	Q2 2026	Aug 11, 2026
Cape Investment Advisory, Inc.	History	No change	1,883	111	0.03%	0.03%	853	0	0.0%	Q2 2026	Jul 23, 2026
EASTERN BANK	History	Reduced	1,930	109	0.0%	0.0%	854	-3,245	-62.71%	Q3 2026	Oct 05, 2026
RAELIPSKIE PARTNERSHIP	History	No change	1,850	109	0.04%	0.04%	855	0	0.0%	Q2 2026	Aug 04, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	1,837	108	0.0%	0.0%	856	0	0.0%	Q2 2026	Jul 17, 2026
Capital Analysts, LLC	History	No change	1,789	105	0.0%	0.0%	857	0	0.0%	Q2 2026	Aug 05, 2026
Synergy Investment Management, LLC	History	No change	1,795	105	0.03%	0.03%	858	0	0.0%	Q2 2026	Aug 14, 2026
TRUST CO OF VERMONT	History	No change	1,771	104	0.0%	0.0%	859	0	0.0%	Q2 2026	Aug 07, 2026
Lavaca Capital LLC	History	No change	1,758	103	0.01%	0.01%	860	0	0.0%	Q2 2026	Aug 14, 2026
SYM FINANCIAL Corp	History	No change	1,732	102	0.01%	0.01%	861	0	0.0%	Q2 2026	Aug 04, 2026
Continuum Advisory, LLC	History	No change	1,732	102	0.01%	0.01%	862	0	0.0%	Q2 2026	Aug 06, 2026
HM PAYSON & CO	History	No change	1,649	97	0.0%	0.0%	863	0	0.0%	Q2 2026	Jul 17, 2026
Federation des caisses Desjardins du Quebec	History	No change	1,632	96	0.0%	0.0%	864	0	0.0%	Q2 2026	Aug 13, 2026
TRUST CO OF TOLEDO NA /OH/	History	No change	1,572	92	0.01%	0.01%	865	0	0.0%	Q2 2026	Jul 16, 2026
UMB Bank, n.a.	History	No change	1,559	91	0.0%	0.0%	866	0	0.0%	Q2 2026	Aug 13, 2026
Security National Bank	History	No change	1,500	88	0.01%	0.01%	867	0	0.0%	Q2 2026	Jul 15, 2026
Register Financial Advisors LLC	History	No change	1,500	88	0.03%	0.03%	868	0	0.0%	Q2 2026	Jul 15, 2026
Vanguard National Trust Co	History	No change	1,441	84	0.0%	0.0%	869	0	0.0%	Q2 2026	Aug 13, 2026
Buck Wealth Strategies, LLC	History	No change	1,417	83	0.01%	0.01%	870	0	0.0%	Q2 2026	Jul 30, 2026
Paladin Partners, LLC	History	No change	1,470	83	0.05%	0.06%	871	0	0.0%	Q3 2026	Oct 06, 2026
CENTRAL TRUST Co	History	No change	1,393	82	0.0%	0.0%	872	0	0.0%	Q2 2026	Jul 31, 2026
Institute for Wealth Management, LLC.	History	No change	1,400	82	0.01%	0.01%	873	0	0.0%	Q2 2026	Jul 28, 2026
Glen Eagle Advisors, LLC	History	No change	1,406	82	0.01%	0.01%	874	0	0.0%	Q2 2026	Aug 14, 2026
Essential Partners LLC	History	No change	1,359	80	0.04%	0.04%	875	0	0.0%	Q2 2026	Aug 10, 2026
Nemes Rush Group LLC	History	No change	1,239	73	0.01%	0.01%	876	0	0.0%	Q2 2026	Aug 14, 2026
Kilter Group LLC	History	No change	1,252	73	0.03%	0.03%	877	0	0.0%	Q2 2026	Aug 11, 2026
Independence Bank of Kentucky	History	No change	1,129	66	0.01%	0.01%	878	0	0.0%	Q2 2026	Jul 13, 2026
PRIVATE TRUST CO NA	History	No change	1,092	64	0.01%	0.01%	879	0	0.0%	Q2 2026	Jul 28, 2026
Migdal Insurance & Financial Holdings Ltd.	History	No change	1,000	58	0.0%	0.0%	880	0	0.0%	Q2 2026	Aug 10, 2026
Capital Investment Advisory Services, LLC	History	No change	1,000	58	0.0%	0.0%	881	0	0.0%	Q2 2026	Jul 23, 2026
Larson Financial Group LLC	History	No change	937	55	0.0%	0.0%	882	0	0.0%	Q2 2026	Aug 14, 2026
Rossby Financial, LCC	History	No change	933	55	0.01%	0.01%	883	0	0.0%	Q2 2026	Aug 04, 2026
Private Wealth Asset Management, LLC	History	No change	881	51	0.0%	0.0%	884	0	0.0%	Q2 2026	Aug 11, 2026
Godfrey Financial Associates, Inc.	History	No change	872	51	0.04%	0.04%	885	0	0.0%	Q2 2026	Aug 11, 2026
THOMPSON INVESTMENT MANAGEMENT, INC.	History	No change	844	49	0.01%	0.01%	886	0	0.0%	Q2 2026	Jul 13, 2026
Parkside Financial Bank & Trust	History	No change	847	49	0.0%	0.0%	887	0	0.0%	Q2 2026	Sep 04, 2026
Strive Financial Group ,LLC	History	No change	843	49	0.02%	0.02%	888	0	0.0%	Q2 2026	Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	826	48	0.0%	0.0%	889	0	0.0%	Q2 2026	Jul 22, 2026
Perkins Coie Trust Co	History	No change	813	47	0.01%	0.01%	890	0	0.0%	Q2 2026	Jul 09, 2026
CVA Family Office, LLC	History	No change	804	47	0.0%	0.0%	891	0	0.0%	Q2 2026	Aug 07, 2026
Colonial Trust Co / SC	History	No change	806	47	0.01%	0.01%	892	0	0.0%	Q2 2026	Aug 11, 2026
Bellecapital International Ltd.	History	No change	770	45	0.01%	0.01%	893	0	0.0%	Q2 2026	Jul 22, 2026
Winthrop Capital Management, LLC	History	No change	767	45	0.01%	0.01%	894	0	0.0%	Q2 2026	Aug 13, 2026
TUCKER ASSET MANAGEMENT LLC	History	No change	756	44	0.01%	0.01%	895	0	0.0%	Q2 2026	Aug 27, 2026
WELLINGTON-ALTUS USA INC.	History	No change	727	43	0.03%	0.03%	896	0	0.0%	Q2 2026	Sep 17, 2026
Capital Advisors, Ltd. LLC	History	No change	712	42	0.0%	0.0%	897	0	0.0%	Q2 2026	Jul 16, 2026
Rosenberg Matthew Hamilton	History	New	715	40	0.01%	—	898	+715	New	Q3 2026	Oct 05, 2026
True Wealth Design, LLC	History	No change	585	34	0.01%	0.01%	899	0	0.0%	Q2 2026	Jul 16, 2026
Ameritas Investment Partners, Inc.	History	No change	575	33	0.0%	0.0%	900	0	0.0%	Q2 2026	Aug 13, 2026
DT Investment Partners, LLC	History	No change	567	33	0.0%	0.0%	901	0	0.0%	Q2 2026	Jul 27, 2026
SIGNATUREFD, LLC	History	No change	545	32	0.0%	0.0%	902	0	0.0%	Q2 2026	Jul 23, 2026
GAMMA Investing LLC	History	No change	549	32	0.0%	0.0%	903	0	0.0%	Q2 2026	Jul 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	527	31	0.0%	0.0%	904	0	0.0%	Q2 2026	Aug 13, 2026
Crewe Advisors LLC	History	No change	529	31	0.0%	0.0%	905	0	0.0%	Q2 2026	Jul 23, 2026
GILPIN WEALTH MANAGEMENT, LLC	History	No change	500	29	0.02%	0.02%	906	0	0.0%	Q2 2026	Jul 24, 2026
Montgomery Financial Services LLC	History	No change	486	28	0.02%	0.02%	907	0	0.0%	Q2 2026	Aug 12, 2026
Fairway Wealth LLC	History	No change	455	26	0.01%	0.01%	908	0	0.0%	Q2 2026	Jul 24, 2026
SIMPLEX TRADING, LLC	History	No change	440	25	0.0%	0.0%	909	0	0.0%	Q2 2026	Aug 12, 2026
Atlatl Advisers LLC	History	No change	431	25	0.01%	0.01%	910	0	0.0%	Q2 2026	Jul 22, 2026
Founders Financial Alliance, LLC	History	No change	394	23	0.0%	0.0%	911	0	0.0%	Q2 2026	Aug 04, 2026
First Bancorp, Inc /ME/	History	No change	385	22	0.01%	0.01%	912	0	0.0%	Q2 2026	Aug 11, 2026
Networth Advisors, LLC	History	No change	376	22	0.01%	0.01%	913	0	0.0%	Q2 2026	Jul 22, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	332	20	0.01%	0.01%	914	0	0.0%	Q2 2026	Jul 30, 2026
Anchor Investment Management, LLC	History	No change	345	20	0.0%	0.0%	915	0	0.0%	Q2 2026	Sep 15, 2026
Cassaday & Co Wealth Management LLC	History	No change	329	19	0.0%	0.0%	916	0	0.0%	Q2 2026	Aug 10, 2026
SHP Wealth Management	History	No change	313	18	0.0%	0.0%	917	0	0.0%	Q2 2026	Aug 11, 2026
MRP Capital Investments, LLC	History	No change	311	18	0.01%	0.01%	918	0	0.0%	Q2 2026	Aug 10, 2026
TOUNJIAN ADVISORY PARTNERS, LLC	History	No change	314	18	0.01%	0.01%	919	0	0.0%	Q2 2026	Aug 07, 2026
Kroeger Financial Partners	History	No change	322	18	0.02%	0.02%	920	0	0.0%	Q2 2026	Jul 27, 2026
Archer Investment Corp	History	No change	292	17	0.0%	0.0%	921	0	0.0%	Q2 2026	Aug 03, 2026
SITTNER & NELSON, LLC	History	No change	276	16	0.01%	0.01%	922	0	0.0%	Q2 2026	Aug 07, 2026
Abound Wealth Management	History	No change	273	16	0.0%	0.0%	923	0	0.0%	Q2 2026	Jul 10, 2026
TOTH FINANCIAL ADVISORY CORP	History	No change	238	14	0.0%	0.0%	924	0	0.0%	Q2 2026	Jul 14, 2026
Daiwa Securities Group Inc.	History	No change	247	14	0.0%	0.0%	925	0	0.0%	Q2 2026	Jul 31, 2026
Cornerstone Planning Group LLC	History	No change	241	14	0.0%	0.0%	926	0	0.0%	Q2 2026	Jul 29, 2026
Trifecta Capital Advisors, LLC	History	No change	249	14	0.0%	0.0%	927	0	0.0%	Q2 2026	Aug 03, 2026
Hilton Head Capital Partners, LLC	History	No change	245	14	0.01%	0.01%	928	0	0.0%	Q2 2026	Jul 27, 2026
Beaird Harris Wealth Management, LLC	History	No change	234	13	0.0%	0.0%	929	0	0.0%	Q2 2026	Jul 08, 2026
Strengthening Families & Communities, LLC	History	No change	232	13	0.0%	0.0%	930	0	0.0%	Q2 2026	Aug 11, 2026
YANKCOM Partnership	History	No change	230	13	0.0%	0.0%	931	0	0.0%	Q2 2026	Jul 21, 2026
High Note Wealth, LLC	History	No change	215	12	0.0%	0.0%	932	0	0.0%	Q2 2026	Jul 23, 2026
Hoese & Co LLP	History	No change	212	12	0.01%	0.01%	933	0	0.0%	Q2 2026	Jul 14, 2026
FAS Wealth Partners, Inc.	History	No change	194	11	0.0%	0.0%	934	0	0.0%	Q2 2026	Jul 29, 2026
Dunhill Financial, LLC	History	No change	199	11	0.0%	0.0%	935	0	0.0%	Q2 2026	Aug 07, 2026
Transce3nd, LLC	History	No change	201	11	0.1%	0.1%	936	0	0.0%	Q2 2026	Jul 24, 2026
BankPlus Trust Department	History	No change	180	10	0.0%	0.0%	937	0	0.0%	Q2 2026	Jul 28, 2026
IMA Advisory Services, Inc.	History	No change	157	9	0.0%	0.0%	938	0	0.0%	Q2 2026	Aug 10, 2026
BARRETT & COMPANY, INC.	History	No change	147	8	0.0%	0.0%	939	0	0.0%	Q2 2026	Jul 24, 2026
GW&K Investment Management, LLC	History	No change	132	8	0.0%	0.0%	940	0	0.0%	Q2 2026	Aug 12, 2026
EVOLUTION WEALTH MANAGEMENT INC.	History	No change	140	8	0.0%	0.0%	941	0	0.0%	Q2 2026	Jul 21, 2026
Sachetta, LLC	History	No change	144	8	0.0%	0.0%	942	0	0.0%	Q2 2026	Jul 15, 2026
MB, LEVIS & ASSOCIATES, LLC	History	No change	139	8	0.0%	0.0%	943	0	0.0%	Q2 2026	Jul 22, 2026
Elevated Capital Advisors, LLC	History	No change	129	7	0.0%	0.0%	944	0	0.0%	Q2 2026	Aug 03, 2026
NFSG Corp	History	No change	126	7	0.0%	0.0%	945	0	0.0%	Q2 2026	Aug 14, 2026
Reyes Financial Architecture, Inc.	History	No change	127	7	0.0%	0.0%	946	0	0.0%	Q2 2026	Jul 16, 2026
KERR FINANCIAL PLANNING Corp	History	No change	122	7	0.01%	0.01%	947	0	0.0%	Q2 2026	Jul 02, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	105	6	0.0%	0.0%	948	0	0.0%	Q2 2026	Aug 13, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	No change	111	6	0.0%	0.0%	949	0	0.0%	Q2 2026	Jul 29, 2026
AlphaCore Capital LLC	History	No change	102	6	0.0%	0.0%	950	0	0.0%	Q2 2026	Aug 06, 2026
WealthShield Partners, LLC	History	No change	107	6	0.0%	0.0%	951	0	0.0%	Q2 2026	Aug 12, 2026
Quaker Wealth Management, LLC	History	No change	110	6	0.0%	0.0%	952	0	0.0%	Q2 2026	Jul 24, 2026
HHM Wealth Advisors, LLC	History	No change	107	6	0.0%	0.0%	953	0	0.0%	Q2 2026	Jul 13, 2026
Delos Wealth Advisors, LLC	History	No change	109	6	0.0%	0.0%	954	0	0.0%	Q2 2026	Aug 14, 2026
Polaris Financial Partners	History	New	91	5	0.0%	—	957	+91	New	Q3 2026	Oct 02, 2026
WOLFF WIESE MAGANA LLC	History	No change	99	5	0.0%	0.0%	955	0	0.0%	Q2 2026	Jul 13, 2026
Robinswood Financial LLC	History	No change	100	5	0.0%	0.0%	956	0	0.0%	Q2 2026	Jul 14, 2026
1 NORTH WEALTH SERVICES LLC	History	No change	72	4	0.0%	0.0%	958	0	0.0%	Q2 2026	Aug 03, 2026
Lodestone Wealth Management LLC	History	No change	77	4	0.0%	0.0%	959	0	0.0%	Q2 2026	Jul 23, 2026
Tidemark, LLC	History	No change	80	4	0.0%	0.0%	960	0	0.0%	Q2 2026	Aug 10, 2026
Copia Wealth Management	History	No change	82	4	0.0%	0.0%	961	0	0.0%	Q2 2026	Aug 17, 2026
Olistico Wealth, LLC	History	Reduced	69	3	0.0%	0.0%	966	-94	-57.67%	Q3 2026	Oct 05, 2026
Westend Capital Management, LLC	History	No change	65	3	0.0%	0.0%	962	0	0.0%	Q2 2026	Aug 07, 2026
Triumph Capital Management	History	No change	60	3	0.0%	0.0%	963	0	0.0%	Q2 2026	Jul 20, 2026
Spire Wealth Management	History	No change	66	3	0.0%	0.0%	964	0	0.0%	Q2 2026	Jul 15, 2026
City State Bank	History	No change	58	3	0.0%	0.0%	965	0	0.0%	Q2 2026	Jul 14, 2026
Rachor Investment Advisory Services, LLC	History	No change	56	3	0.0%	0.0%	967	0	0.0%	Q2 2026	Jul 16, 2026
Timbuktu Capital Management, LLC	History	No change	58	3	0.0%	0.0%	968	0	0.0%	Q2 2026	Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC.	History	No change	44	2	0.0%	0.0%	969	0	0.0%	Q2 2026	Aug 05, 2026
ASHTON THOMAS SECURITIES, LLC	History	No change	44	2	0.0%	0.0%	970	0	0.0%	Q2 2026	Jul 27, 2026
FINANCIAL CONSULATE, INC	History	No change	38	2	0.0%	0.0%	971	0	0.0%	Q2 2026	Jul 23, 2026
Investors Research Corp	History	No change	37	2	0.0%	0.0%	972	0	0.0%	Q2 2026	Jul 10, 2026
BAYBAN	History	No change	46	2	0.0%	0.0%	973	0	0.0%	Q2 2026	Jul 30, 2026
Medallion Wealth Advisors, LLC	History	No change	34	2	0.0%	0.0%	974	0	0.0%	Q2 2026	Aug 14, 2026
PROSPERITY BANCSHARES INC	History	No change	18	1	0.0%	0.0%	975	0	0.0%	Q2 2026	Aug 14, 2026
LOGAN CAPITAL MANAGEMENT INC	History	No change	18	1	0.0%	0.0%	976	0	0.0%	Q2 2026	Aug 14, 2026
Transamerica Financial Advisors, LLC	History	No change	22	1	0.0%	0.0%	977	0	0.0%	Q2 2026	Aug 14, 2026
Topsail Wealth Management, LLC	History	No change	33	1	0.0%	0.0%	978	0	0.0%	Q2 2026	Aug 13, 2026
Silverleafe Capital Partners, LLC	History	Closed out	0	0	—	3.65%	—	-226,787	-100.0%	Q3 2026	Oct 02, 2026
TOMPKINS FINANCIAL CORP	History	Closed out	0	0	—	0.01%	—	-1,732	-100.0%	Q3 2026	Oct 05, 2026
Cheviot Value Management, LLC	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Aug 06, 2026
Darwin Wealth Management, LLC	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Jul 21, 2026
Kozak & Associates, Inc.	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Jul 02, 2026
Aspect Partners, LLC	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Jul 16, 2026
Rakuten Securities, Inc.	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Aug 11, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Aug 11, 2026
IMG Wealth Management, Inc.	History	No change	14	0	—	—	—	0	0.0%	Q2 2026	Aug 07, 2026
Nova Wealth Management, Inc.	History	No change	14	0	—	—	—	0	0.0%	Q2 2026	Jul 13, 2026
Virtus Fixed Income Advisers, LLC	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Aug 13, 2026
Silver Grove Financial Group, Inc.	History	No change	11	0	—	—	—	0	0.0%	Q2 2026	Aug 13, 2026