VANGUARD WORLD FUND - VHT

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	1,771,554	529,712	0.03%	0.03%	1	0	0.0%	Q2 2026	Aug 14, 2026
MORGAN STANLEY	History	No change	1,550,340	463,567	0.02%	0.02%	2	0	0.0%	Q2 2026	Aug 13, 2026
UBS Group AG	History	No change	1,357,653	405,951	0.05%	0.05%	3	0	0.0%	Q2 2026	Aug 13, 2026
PGIM Custom Harvest LLC	History	No change	909,110	271,832	3.4%	3.4%	4	0	0.0%	Q2 2026	Aug 13, 2026
Clal Insurance Enterprises Holdings Ltd	History	No change	812,000	242,796	1.09%	1.09%	5	0	0.0%	Q2 2026	Aug 13, 2026
LPL Financial LLC	History	No change	810,666	242,397	0.05%	0.05%	6	0	0.0%	Q2 2026	Aug 07, 2026
EVERETT HARRIS & CO /CA/	History	No change	733,600	219,353	2.69%	2.69%	7	0	0.0%	Q2 2026	Aug 03, 2026
WELLS FARGO & COMPANY/MN	History	No change	724,983	216,777	0.04%	0.04%	8	0	0.0%	Q2 2026	Aug 14, 2026
ROYAL BANK OF CANADA	History	No change	463,799	138,682	0.02%	0.02%	9	0	0.0%	Q2 2026	Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	426,345	127,481	0.03%	0.03%	10	0	0.0%	Q2 2026	Sep 23, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	402,445	120,335	0.03%	0.03%	11	0	0.0%	Q2 2026	Aug 14, 2026
Cetera Investment Advisers	History	No change	381,223	113,989	0.1%	0.1%	12	0	0.0%	Q2 2026	Aug 12, 2026
AMERIPRISE FINANCIAL INC	History	No change	367,792	109,982	0.02%	0.02%	13	0	0.0%	Q2 2026	Aug 14, 2026
Beacon Capital Management, Inc.	History	No change	310,253	92,768	5.61%	5.61%	14	0	0.0%	Q2 2026	Aug 13, 2026
OSAIC HOLDINGS, INC.	History	No change	256,444	76,755	0.09%	0.09%	15	0	0.0%	Q2 2026	Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	237,159	70,912	0.04%	0.04%	16	0	0.0%	Q2 2026	Aug 12, 2026
JPMORGAN CHASE & CO	History	No change	222,064	67,159	0.0%	0.0%	17	0	0.0%	Q2 2026	Aug 12, 2026
STIFEL FINANCIAL CORP	History	No change	217,181	64,943	0.05%	0.05%	18	0	0.0%	Q2 2026	Aug 12, 2026
MAI Capital Management	History	No change	201,925	60,377	0.23%	0.23%	19	0	0.0%	Q2 2026	Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	192,656	57,605	0.07%	0.07%	20	0	0.0%	Q2 2026	Jul 29, 2026
Allied Investment Advisors, LLC	History	No change	180,940	54,102	6.79%	6.79%	21	0	0.0%	Q2 2026	Jul 20, 2026
INVICTUS PRIVATE WEALTH, LLC	History	No change	177,385	53,039	2.85%	2.85%	22	0	0.0%	Q2 2026	Jul 27, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	138,608	41,445	0.1%	0.1%	23	0	0.0%	Q2 2026	Jul 27, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	136,925	40,941	0.02%	0.02%	24	0	0.0%	Q2 2026	Aug 07, 2026
Focus Partners Wealth	History	No change	134,801	40,306	0.04%	0.04%	25	0	0.0%	Q2 2026	Aug 12, 2026
Ameritas Advisory Services, LLC	History	No change	132,369	39,579	0.8%	0.8%	26	0	0.0%	Q2 2026	Aug 14, 2026
Janney Montgomery Scott LLC	History	No change	130,319	38,967	0.08%	0.08%	27	0	0.0%	Q2 2026	Aug 05, 2026
Lido Advisors, LLC	History	No change	128,929	38,551	0.1%	0.1%	28	0	0.0%	Q2 2026	Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC	History	Added to	117,799	37,233	2.24%	2.14%	29	+369	0.31%	Q3 2026	Oct 09, 2026
MML INVESTORS SERVICES, LLC	History	No change	117,147	35,028	0.07%	0.07%	30	0	0.0%	Q2 2026	Aug 07, 2026
CITADEL ADVISORS LLC	History	No change	111,740	33,411	0.0%	0.0%	31	0	0.0%	Q2 2026	Sep 02, 2026
TRUIST FINANCIAL CORP	History	No change	105,841	31,647	0.04%	0.04%	32	0	0.0%	Q2 2026	Jul 28, 2026
AGF MANAGEMENT LTD	History	No change	101,584	30,374	0.12%	0.12%	33	0	0.0%	Q2 2026	Aug 10, 2026
TRUST CO OF VERMONT	History	No change	100,678	30,103	1.12%	1.12%	34	0	0.0%	Q2 2026	Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	99,226	29,669	0.04%	0.04%	35	0	0.0%	Q2 2026	Aug 19, 2026
PEAPACK GLADSTONE FINANCIAL CORP	History	No change	98,596	29,482	0.34%	0.34%	36	0	0.0%	Q2 2026	Aug 14, 2026
Rockefeller Capital Management L.P.	History	No change	96,248	28,779	0.04%	0.04%	37	0	0.0%	Q2 2026	Aug 13, 2026
Wheelhouse Advisory Group LLC	History	No change	89,830	26,860	7.58%	7.58%	38	0	0.0%	Q2 2026	Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	88,576	26,693	0.01%	0.01%	39	0	0.0%	Q2 2026	Aug 14, 2026
Capital Advantage, Inc.	History	No change	88,732	26,531	3.24%	3.24%	40	0	0.0%	Q2 2026	Jul 13, 2026
Steward Partners Investment Advisory, LLC	History	No change	87,583	26,188	0.13%	0.13%	41	0	0.0%	Q2 2026	Aug 13, 2026
M&T BANK CORP	History	No change	83,896	25,085	0.07%	0.07%	42	0	0.0%	Q2 2026	Aug 04, 2026
ALTFEST L J & CO INC	History	No change	81,445	24,352	2.36%	2.36%	43	0	0.0%	Q2 2026	Jul 30, 2026
Creative Planning	History	No change	81,231	24,288	0.01%	0.01%	44	0	0.0%	Q2 2026	Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	80,846	24,173	0.04%	0.04%	45	0	0.0%	Q2 2026	Aug 13, 2026
Cerity Partners LLC	History	No change	78,577	23,495	0.03%	0.03%	46	0	0.0%	Q2 2026	Aug 14, 2026
CHAI TRUST CO LLC	History	No change	64,431	19,265	1.32%	1.32%	47	0	0.0%	Q2 2026	Aug 14, 2026
Stratos Wealth Partners, LTD.	History	No change	64,153	19,182	0.19%	0.19%	48	0	0.0%	Q2 2026	Aug 11, 2026
PRINCIPAL SECURITIES, INC.	History	No change	63,260	18,915	0.23%	0.23%	49	0	0.0%	Q2 2026	Aug 04, 2026
Main Management LLC	History	No change	61,738	18,460	1.24%	1.24%	50	0	0.0%	Q2 2026	Aug 14, 2026
GOLDMAN SACHS GROUP INC	History	No change	61,152	18,285	0.0%	0.0%	51	0	0.0%	Q2 2026	Aug 14, 2026
Kestra Advisory Services, LLC	History	No change	60,071	17,961	0.06%	0.06%	52	0	0.0%	Q2 2026	Jul 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	59,196	17,700	0.0%	0.0%	53	0	0.0%	Q2 2026	Aug 14, 2026
Mariner, LLC	History	No change	58,951	17,626	0.02%	0.02%	54	0	0.0%	Q2 2026	Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	No change	58,281	17,426	0.31%	0.31%	55	0	0.0%	Q2 2026	Jul 23, 2026
Baird Financial Group, Inc.	History	No change	57,247	17,117	0.02%	0.02%	56	0	0.0%	Q2 2026	Aug 12, 2026
KCM INVESTMENT ADVISORS LLC	History	No change	57,047	17,057	0.51%	0.51%	57	0	0.0%	Q2 2026	Aug 13, 2026
WBH ADVISORY INC	History	No change	56,991	17,040	1.14%	1.14%	58	0	0.0%	Q2 2026	Aug 05, 2026
HighTower Advisors, LLC	History	No change	54,416	16,271	0.02%	0.02%	59	0	0.0%	Q2 2026	Aug 05, 2026
BANK OF MONTREAL /CAN/	History	No change	52,674	15,750	0.01%	0.01%	60	0	0.0%	Q2 2026	Aug 12, 2026
Cedar Mountain Advisors, LLC	History	No change	52,193	15,606	2.69%	2.69%	61	0	0.0%	Q2 2026	Jul 02, 2026
Morningstar Investment Management LLC	History	No change	56,514	15,390	0.95%	0.95%	62	0	0.0%	Q2 2026	Jul 21, 2026
Lakeshore Financial Planning, Inc.	History	No change	51,457	15,386	4.95%	4.95%	63	0	0.0%	Q2 2026	Jul 13, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	50,139	14,992	0.11%	0.11%	64	0	0.0%	Q2 2026	Jul 23, 2026
Private Advisor Group, LLC	History	No change	48,389	14,468	0.07%	0.07%	65	0	0.0%	Q2 2026	Jul 27, 2026
Integrated Wealth Concepts LLC	History	No change	48,348	14,456	0.09%	0.09%	66	0	0.0%	Q2 2026	Sep 08, 2026
FMR LLC	History	No change	47,916	14,327	0.0%	0.0%	67	0	0.0%	Q2 2026	Aug 13, 2026
Empower Advisory Group, LLC	History	No change	47,734	14,272	0.03%	0.03%	68	0	0.0%	Q2 2026	Aug 12, 2026
TITLEIST ASSET MANAGEMENT, LLC	History	Added to	44,378	14,027	0.91%	0.89%	69	+59	0.13%	Q3 2026	Oct 08, 2026
Ballast, Inc.	History	No change	46,127	13,792	2.6%	2.6%	70	0	0.0%	Q2 2026	Jul 10, 2026
Adaptive Financial Consulting, LLC	History	No change	44,515	13,310	4.66%	4.66%	71	0	0.0%	Q2 2026	Aug 07, 2026
Marotta Asset Management	History	Reduced	41,065	12,979	2.2%	2.53%	72	-9,536	-18.85%	Q3 2026	Oct 02, 2026
Corient Private Wealth LP	History	No change	42,930	12,836	0.02%	0.02%	73	0	0.0%	Q2 2026	Aug 27, 2026
FIFTH THIRD BANCORP	History	No change	42,791	12,794	0.02%	0.02%	74	0	0.0%	Q2 2026	Aug 05, 2026
SP Asset Management LLC	History	No change	42,255	12,634	1.01%	1.01%	75	0	0.0%	Q2 2026	Aug 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	48,420	12,587	0.02%	0.02%	76	0	0.0%	Q2 2026	Jul 15, 2026
DMKC Advisory Services, LLC	History	No change	41,280	12,342	2.33%	2.33%	77	0	0.0%	Q2 2026	Jul 07, 2026
Atlas Legacy Advisors, LLC	History	No change	40,787	12,187	1.8%	1.8%	78	0	0.0%	Q2 2026	Jul 31, 2026
SOUTHERN CAPITAL SERVICES INC /ADV	History	No change	40,402	12,080	6.78%	6.78%	79	0	0.0%	Q2 2026	Jul 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	No change	39,501	11,811	0.19%	0.19%	80	0	0.0%	Q2 2026	Jul 28, 2026
Focus Financial Network, Inc.	History	No change	38,701	11,571	0.36%	0.36%	81	0	0.0%	Q2 2026	Jul 09, 2026
MassMutual Private Wealth & Trust, FSB	History	Reduced	36,447	11,520	0.3%	0.31%	82	-3,560	-8.9%	Q3 2026	Oct 05, 2026
TrueWealth Financial Partners	History	No change	37,253	11,139	4.6%	4.6%	83	0	0.0%	Q2 2026	Aug 13, 2026
Mosley Wealth Management	History	No change	37,158	11,110	3.54%	3.54%	84	0	0.0%	Q2 2026	Jul 23, 2026
New England Private Wealth Advisors LLC	History	No change	34,728	10,594	1.02%	1.02%	85	0	0.0%	Q2 2026	Aug 04, 2026
Royal Fund Management, LLC	History	No change	35,235	10,535	0.88%	0.88%	86	0	0.0%	Q2 2026	Jul 20, 2026
Polianta Ltd	History	No change	34,200	10,226	1.26%	1.26%	87	0	0.0%	Q2 2026	Jul 08, 2026
TRUST CO OF OKLAHOMA	History	No change	33,654	10,062	2.59%	2.59%	88	0	0.0%	Q2 2026	Jul 14, 2026
PARAGON FINANCIAL PARTNERS, INC.	History	No change	32,467	9,896	5.28%	5.28%	89	0	0.0%	Q2 2026	Aug 07, 2026
Merit Financial Group, LLC	History	No change	32,984	9,862	0.06%	0.06%	90	0	0.0%	Q2 2026	Jul 20, 2026
LM Advisors LLC	History	No change	30,901	9,254	1.07%	1.07%	91	0	0.0%	Q2 2026	Aug 12, 2026
PRUDENTIAL PLC	History	No change	30,700	9,179	0.05%	0.05%	92	0	0.0%	Q2 2026	Aug 13, 2026
Waverly Advisors, LLC	History	No change	27,939	8,354	0.05%	0.05%	93	0	0.0%	Q2 2026	Aug 14, 2026
Quantinno Capital Management LP	History	No change	27,880	8,336	0.01%	0.01%	94	0	0.0%	Q2 2026	Aug 13, 2026
FINANCIAL MANAGEMENT NETWORK INC	History	Reduced	25,788	8,043	1.16%	1.13%	95	-233	-0.9%	Q3 2026	Oct 08, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC	History	No change	26,713	7,987	1.59%	1.59%	96	0	0.0%	Q2 2026	Jul 22, 2026
Dakota Wealth Management	History	No change	26,641	7,965	0.15%	0.15%	97	0	0.0%	Q2 2026	Aug 07, 2026
Beacon Pointe Advisors, LLC	History	No change	26,357	7,880	0.04%	0.04%	98	0	0.0%	Q2 2026	Aug 18, 2026
BTG Pactual Asset Management US LLC	History	No change	26,316	7,868	0.49%	0.49%	99	0	0.0%	Q2 2026	Aug 14, 2026
ATLAS CAPITAL ADVISORS INC.	History	No change	26,164	7,823	0.86%	0.86%	100	0	0.0%	Q2 2026	Aug 13, 2026
Federation des caisses Desjardins du Quebec	History	No change	26,016	7,778	0.02%	0.02%	101	0	0.0%	Q2 2026	Aug 13, 2026
IFP Advisors, Inc	History	No change	25,613	7,658	0.14%	0.14%	102	0	0.0%	Q2 2026	Jul 20, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	25,549	7,639	0.0%	0.0%	103	0	0.0%	Q2 2026	Aug 14, 2026
Bleakley Financial Group, LLC	History	No change	25,395	7,593	0.1%	0.1%	104	0	0.0%	Q2 2026	Aug 05, 2026
EP Wealth Advisors, LLC	History	No change	24,943	7,458	0.03%	0.03%	105	0	0.0%	Q2 2026	Aug 11, 2026
Summit Wealth Group, LLC	History	No change	24,838	7,426	1.51%	1.51%	106	0	0.0%	Q2 2026	Aug 04, 2026
D.A. DAVIDSON & CO.	History	No change	24,739	7,397	0.04%	0.04%	107	0	0.0%	Q2 2026	Jul 24, 2026
Sharper & Granite LLC	History	No change	24,689	7,382	2.29%	2.29%	108	0	0.0%	Q2 2026	Jul 16, 2026
BAILARD, INC.	History	No change	24,668	7,375	0.15%	0.15%	109	0	0.0%	Q2 2026	Jul 30, 2026
SCOTIA CAPITAL INC.	History	No change	23,926	7,154	0.03%	0.03%	110	0	0.0%	Q2 2026	Aug 11, 2026
White Lighthouse Investment Management Inc.	History	No change	23,758	7,103	0.89%	0.89%	111	0	0.0%	Q2 2026	Aug 04, 2026
AlphaCore Capital LLC	History	No change	23,566	7,046	0.13%	0.13%	112	0	0.0%	Q2 2026	Aug 06, 2026
CALTON & ASSOCIATES, INC.	History	No change	23,369	6,987	1.02%	1.02%	113	0	0.0%	Q2 2026	Aug 10, 2026
J.W. COLE ADVISORS, INC.	History	No change	23,292	6,964	0.12%	0.12%	114	0	0.0%	Q2 2026	Jul 21, 2026
JMAC ENTERPRISES LLC	History	No change	23,257	6,954	1.17%	1.17%	115	0	0.0%	Q2 2026	Jul 28, 2026
Arax Advisory Partners	History	No change	23,144	6,920	0.05%	0.05%	116	0	0.0%	Q2 2026	Aug 10, 2026
HARBOUR INVESTMENTS, INC.	History	No change	23,006	6,878	0.09%	0.09%	117	0	0.0%	Q2 2026	Aug 12, 2026
Apollon Financial, LLC	History	No change	22,881	6,841	0.81%	0.81%	118	0	0.0%	Q2 2026	Jul 22, 2026
Equitable Holdings, Inc.	History	No change	22,738	6,798	0.04%	0.04%	119	0	0.0%	Q2 2026	Aug 17, 2026
Trinity Legacy Partners, LLC	History	No change	21,854	6,646	1.33%	1.33%	120	0	0.0%	Q2 2026	Jul 24, 2026
NORTHERN TRUST CORP	History	No change	22,126	6,615	0.0%	0.0%	121	0	0.0%	Q2 2026	Aug 13, 2026
BROWN ADVISORY INC	History	No change	22,118	6,613	0.01%	0.01%	122	0	0.0%	Q2 2026	Aug 14, 2026
Allworth Financial LP	History	No change	21,659	6,476	0.03%	0.03%	123	0	0.0%	Q2 2026	Aug 11, 2026
Chokshi & Queen Wealth Advisors, Inc	History	No change	21,584	6,453	2.99%	2.99%	124	0	0.0%	Q2 2026	Aug 14, 2026
Safeguard Investment Advisory Group, LLC	History	No change	21,446	6,414	1.48%	1.48%	125	0	0.0%	Q2 2026	Aug 13, 2026
Madden Advisory Services, Inc.	History	No change	21,316	6,373	2.29%	2.29%	126	0	0.0%	Q2 2026	Aug 04, 2026
NewEdge Advisors, LLC	History	No change	21,112	6,312	0.02%	0.02%	127	0	0.0%	Q2 2026	Aug 12, 2026
WESCAP Management Group, Inc.	History	No change	21,047	6,293	1.17%	1.17%	128	0	0.0%	Q2 2026	Aug 11, 2026
Cornerstone Advisory, LLC	History	No change	20,947	6,263	0.52%	0.52%	129	0	0.0%	Q2 2026	Jul 29, 2026
Destination Wealth Management	History	No change	20,672	6,181	0.14%	0.14%	130	0	0.0%	Q2 2026	Aug 14, 2026
Clearstead Advisors, LLC	History	No change	20,209	6,042	0.06%	0.06%	131	0	0.0%	Q2 2026	Aug 06, 2026
CITIGROUP INC	History	No change	19,878	5,943	0.0%	0.0%	132	0	0.0%	Q2 2026	Aug 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	19,874	5,942	0.28%	0.28%	133	0	0.0%	Q2 2026	Jul 28, 2026
David Kennon Inc	History	No change	19,829	5,929	1.96%	1.96%	134	0	0.0%	Q2 2026	Jul 22, 2026
SAGE RHINO CAPITAL LLC	History	No change	19,720	5,896	0.96%	0.96%	135	0	0.0%	Q2 2026	Aug 03, 2026
ASSETMARK, INC	History	No change	19,397	5,799	0.01%	0.01%	136	0	0.0%	Q2 2026	Jul 30, 2026
CVA Family Office, LLC	History	No change	18,946	5,665	0.51%	0.51%	137	0	0.0%	Q2 2026	Aug 07, 2026
Anchor Investment Management, LLC	History	No change	18,628	5,570	0.42%	0.42%	138	0	0.0%	Q2 2026	Sep 15, 2026
Curran Financial Partners, LLC	History	No change	18,101	5,412	0.81%	0.81%	139	0	0.0%	Q2 2026	Aug 12, 2026
Robertson Stephens Wealth Management, LLC	History	No change	17,534	5,242	0.13%	0.13%	140	0	0.0%	Q2 2026	Jul 29, 2026
JANE STREET GROUP, LLC	History	No change	17,100	5,113	0.0%	0.0%	141	0	0.0%	Q2 2026	Aug 14, 2026
First PREMIER Bank	History	No change	16,486	4,929	0.8%	0.8%	142	0	0.0%	Q2 2026	Jul 15, 2026
Gibraltar Capital Management, Inc.	History	No change	16,395	4,902	0.75%	0.75%	143	0	0.0%	Q2 2026	Jul 20, 2026
Onyx Bridge Wealth Group LLC	History	No change	16,192	4,841	0.44%	0.44%	144	0	0.0%	Q2 2026	Jul 23, 2026
RENAISSANCE TECHNOLOGIES LLC	History	No change	16,120	4,820	0.01%	0.01%	145	0	0.0%	Q2 2026	Aug 13, 2026
AMI INVESTMENT MANAGEMENT INC	History	No change	16,106	4,815	1.02%	1.02%	146	0	0.0%	Q2 2026	Jul 15, 2026
WEBSTER BANK, N. A.	History	No change	16,007	4,786	0.42%	0.42%	147	0	0.0%	Q2 2026	Jul 20, 2026
Circle Wealth Management, LLC	History	No change	15,957	4,771	0.06%	0.06%	148	0	0.0%	Q2 2026	Aug 12, 2026
BLAIR WILLIAM & CO/IL	History	No change	15,636	4,675	0.01%	0.01%	149	0	0.0%	Q2 2026	Aug 11, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	15,330	4,583	0.0%	0.0%	150	0	0.0%	Q2 2026	Aug 10, 2026
Paradigm Capital Management, LLC/NV	History	No change	15,061	4,503	3.87%	3.87%	151	0	0.0%	Q2 2026	Aug 13, 2026
Guardian Wealth Management, LLC	History	No change	14,985	4,480	1.26%	1.26%	152	0	0.0%	Q2 2026	Jul 24, 2026
Wealthfront Advisers LLC	History	No change	14,937	4,466	0.01%	0.01%	153	0	0.0%	Q2 2026	Aug 07, 2026
TD Waterhouse Canada Inc.	History	No change	14,839	4,462	0.01%	0.01%	154	0	0.0%	Q2 2026	Jul 27, 2026
Sequoia Financial Advisors, LLC	History	No change	14,901	4,455	0.02%	0.02%	155	0	0.0%	Q2 2026	Jul 17, 2026
HB Wealth Management, LLC	History	No change	14,902	4,455	0.02%	0.02%	156	0	0.0%	Q2 2026	Jul 29, 2026
WASHINGTON GROWTH STRATEGIES LLC	History	No change	14,873	4,447	2.47%	2.47%	157	0	0.0%	Q2 2026	Jul 16, 2026
Orion Porfolio Solutions, LLC	History	No change	14,493	4,333	0.03%	0.03%	158	0	0.0%	Q2 2026	Aug 14, 2026
Visionary Wealth Advisors	History	No change	14,435	4,316	0.17%	0.17%	159	0	0.0%	Q2 2026	Aug 13, 2026
Atria Investments, Inc	History	No change	14,401	4,306	0.04%	0.04%	160	0	0.0%	Q2 2026	Jul 28, 2026
Crestwood Advisors Group, LLC	History	No change	14,400	4,305	0.06%	0.06%	161	0	0.0%	Q2 2026	Aug 03, 2026
PENOBSCOT WEALTH MANAGEMENT	History	No change	14,093	4,213	1.13%	1.13%	162	0	0.0%	Q2 2026	Jul 16, 2026
Cornerstone Wealth Management, LLC	History	No change	14,027	4,194	0.18%	0.18%	163	0	0.0%	Q2 2026	Jul 22, 2026
PARK NATIONAL CORP /OH/	History	Reduced	13,207	4,174	0.11%	0.12%	164	-674	-4.86%	Q3 2026	Oct 05, 2026
Concurrent Investment Advisors, LLC	History	No change	13,799	4,125	0.04%	0.04%	165	0	0.0%	Q2 2026	Jul 27, 2026
Baron Financial Group, LLC	History	Reduced	13,010	4,112	2.0%	1.98%	166	-860	-6.2%	Q3 2026	Oct 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	13,642	4,079	0.01%	0.01%	167	0	0.0%	Q2 2026	Aug 14, 2026
GWN SECURITIES INC.	History	No change	13,603	4,067	0.68%	0.68%	168	0	0.0%	Q2 2026	Aug 05, 2026
Praetorian Wealth Management, Inc.	History	No change	13,410	4,009	0.69%	0.69%	169	0	0.0%	Q2 2026	Jul 07, 2026
Stonehage Fleming Financial Services Holdings Ltd	History	No change	13,320	3,982	0.14%	0.14%	170	0	0.0%	Q2 2026	Aug 17, 2026
Sound View Wealth Advisors Group, LLC	History	No change	13,279	3,970	0.25%	0.25%	171	0	0.0%	Q2 2026	Aug 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	13,216	3,953	0.01%	0.01%	172	0	0.0%	Q2 2026	Aug 13, 2026
SBI Securities Co., Ltd.	History	No change	13,206	3,948	0.09%	0.09%	173	0	0.0%	Q2 2026	Jul 22, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	No change	13,165	3,936	0.01%	0.01%	174	0	0.0%	Q2 2026	Aug 10, 2026
Tranquilli Financial Advisor LLC	History	No change	12,885	3,852	2.07%	2.07%	175	0	0.0%	Q2 2026	Aug 07, 2026
CreativeOne Wealth, LLC	History	No change	12,881	3,851	0.08%	0.08%	176	0	0.0%	Q2 2026	Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC	History	No change	12,879	3,850	0.02%	0.02%	177	0	0.0%	Q2 2026	Aug 11, 2026
Baker Ellis Asset Management LLC	History	No change	12,807	3,829	0.4%	0.4%	178	0	0.0%	Q2 2026	Jul 23, 2026
Advisors Capital Management, LLC	History	No change	12,648	3,782	0.04%	0.04%	179	0	0.0%	Q2 2026	Aug 11, 2026
Sigma Planning Corp	History	No change	12,558	3,754	0.09%	0.09%	180	0	0.0%	Q2 2026	Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	12,531	3,746	0.02%	0.02%	181	0	0.0%	Q2 2026	Aug 13, 2026
Gladstone Institutional Advisory LLC	History	No change	12,479	3,731	0.12%	0.12%	182	0	0.0%	Q2 2026	Jul 27, 2026
CORA CAPITAL ADVISORS LLC	History	No change	12,142	3,630	1.02%	1.02%	183	0	0.0%	Q2 2026	Jul 24, 2026
Farther Finance Advisors, LLC	History	Added to	11,277	3,564	0.03%	0.02%	184	+2,219	24.5%	Q3 2026	Oct 08, 2026
One Day In July LLC	History	No change	11,859	3,545	0.25%	0.25%	185	0	0.0%	Q2 2026	Aug 03, 2026
Aspen Wealth Strategies, LLC	History	No change	11,573	3,460	1.67%	1.67%	186	0	0.0%	Q2 2026	Aug 07, 2026
Westside Investment Management, Inc.	History	No change	11,515	3,443	0.45%	0.45%	187	0	0.0%	Q2 2026	Jul 27, 2026
Altura Wealth Advisors Inc.	History	No change	11,333	3,388	1.14%	1.14%	188	0	0.0%	Q2 2026	Jul 22, 2026
Fischer Financial Services, Inc.	History	No change	11,102	3,319	0.83%	0.83%	189	0	0.0%	Q2 2026	Aug 11, 2026
RCW Management, LLC	History	No change	11,037	3,300	2.96%	2.96%	190	0	0.0%	Q2 2026	Jul 21, 2026
Raab & Moskowitz Asset Management LLC	History	No change	10,673	3,191	0.64%	0.64%	191	0	0.0%	Q2 2026	Jul 28, 2026
Joule Financial, LLC	History	No change	10,567	3,159	0.86%	0.86%	192	0	0.0%	Q2 2026	Jul 15, 2026
IHT Wealth Management, LLC	History	No change	10,548	3,153	0.07%	0.07%	193	0	0.0%	Q2 2026	Aug 14, 2026
Richmond Brothers, Inc.	History	No change	10,501	3,139	1.63%	1.63%	194	0	0.0%	Q2 2026	Aug 11, 2026
HRT FINANCIAL LP	History	No change	10,062	3,008	0.01%	0.01%	195	0	0.0%	Q2 2026	Aug 14, 2026
Choate Investment Advisors	History	No change	10,018	2,995	0.05%	0.05%	196	0	0.0%	Q2 2026	Aug 11, 2026
Retireful, LLC	History	New	9,209	2,910	2.51%	—	197	+9,209	New	Q3 2026	Oct 08, 2026
MARSHALL WACE, LLP	History	No change	9,710	2,903	0.0%	0.0%	198	0	0.0%	Q2 2026	Aug 13, 2026
Autumn Glory Partners, LLC	History	No change	9,572	2,862	0.81%	0.81%	199	0	0.0%	Q2 2026	Aug 03, 2026
US BANCORP \DE\	History	No change	9,568	2,860	0.0%	0.0%	200	0	0.0%	Q2 2026	Aug 12, 2026
BANK OF NOVA SCOTIA	History	No change	9,464	2,829	0.0%	0.0%	201	0	0.0%	Q2 2026	Aug 12, 2026
Valmark Advisers, Inc.	History	No change	9,448	2,824	0.03%	0.03%	202	0	0.0%	Q2 2026	Aug 06, 2026
Financial Freedom, LLC	History	No change	9,421	2,817	1.29%	1.29%	203	0	0.0%	Q2 2026	Aug 05, 2026
O'ROURKE & COMPANY, Inc	History	No change	9,342	2,793	0.97%	0.97%	204	0	0.0%	Q2 2026	Aug 14, 2026
OPPENHEIMER & CO INC	History	No change	9,337	2,791	0.03%	0.03%	205	0	0.0%	Q2 2026	Aug 03, 2026
CIBC Bancorp USA Inc.	History	No change	9,309	2,783	0.0%	0.0%	206	0	0.0%	Q2 2026	Aug 13, 2026
CDKV HOLDINGS LLC	History	No change	9,232	2,760	2.16%	2.16%	207	0	0.0%	Q2 2026	Jul 30, 2026
SHEETS SMITH WEALTH MANAGEMENT	History	No change	9,213	2,754	0.28%	0.28%	208	0	0.0%	Q2 2026	Jul 13, 2026
Cresset Asset Management, LLC	History	No change	9,132	2,730	0.01%	0.01%	209	0	0.0%	Q2 2026	Aug 14, 2026
BlackRock, Inc.	History	No change	9,091	2,718	0.0%	0.0%	210	0	0.0%	Q2 2026	Aug 07, 2026
BOKF, NA	History	No change	9,086	2,716	0.04%	0.04%	211	0	0.0%	Q2 2026	Aug 10, 2026
Cassaday & Co Wealth Management LLC	History	No change	9,048	2,705	0.05%	0.05%	212	0	0.0%	Q2 2026	Aug 10, 2026
North Forty Two & Co.	History	No change	9,025	2,698	2.29%	2.29%	213	0	0.0%	Q2 2026	Jul 24, 2026
FIRST TRUST ADVISORS LP	History	No change	8,928	2,669	0.0%	0.0%	214	0	0.0%	Q2 2026	Aug 11, 2026
Thayer Partners, LLC / MA	History	No change	8,925	2,668	1.1%	1.1%	215	0	0.0%	Q2 2026	Jul 31, 2026
FIRST FINANCIAL CORP /IN/	History	No change	8,837	2,642	0.91%	0.91%	216	0	0.0%	Q2 2026	Jul 07, 2026
MISSION WEALTH MANAGEMENT, LP	History	No change	8,831	2,640	0.03%	0.03%	217	0	0.0%	Q2 2026	Jul 20, 2026
Artesa Financial Group, LLC	History	No change	8,711	2,604	2.22%	2.22%	218	0	0.0%	Q2 2026	Jul 27, 2026
NORTHSTAR ASSET MANAGEMENT Co	History	No change	8,465	2,582	0.49%	0.49%	219	0	0.0%	Q2 2026	Jul 27, 2026
Elm Partners Management LLC	History	No change	8,621	2,577	0.08%	0.08%	220	0	0.0%	Q2 2026	Oct 07, 2026
Sovran Advisors, LLC	History	No change	8,188	2,564	0.19%	0.19%	221	0	0.0%	Q2 2026	Jul 29, 2026
&PARTNERS	History	No change	8,517	2,546	0.01%	0.01%	222	0	0.0%	Q2 2026	Aug 14, 2026
OneDigital Investment Advisors LLC	History	No change	8,484	2,536	0.02%	0.02%	223	0	0.0%	Q2 2026	Aug 06, 2026
Rooted Wealth Advisors, Inc.	History	No change	8,420	2,517	0.62%	0.62%	224	0	0.0%	Q2 2026	Jul 28, 2026
Capital Analysts, LLC	History	No change	8,339	2,493	0.06%	0.06%	225	0	0.0%	Q2 2026	Aug 05, 2026
Capital Management Associates, Inc	History	No change	8,337	2,492	0.5%	0.5%	226	0	0.0%	Q2 2026	Jul 22, 2026
Sanctuary Advisors, LLC	History	No change	8,317	2,486	0.01%	0.01%	227	0	0.0%	Q2 2026	Aug 13, 2026
COZAD ASSET MANAGEMENT INC	History	No change	8,232	2,461	0.16%	0.16%	228	0	0.0%	Q2 2026	Aug 14, 2026
ASO GROUP Ltd	History	No change	8,206	2,454	1.04%	1.04%	229	0	0.0%	Q2 2026	Aug 03, 2026
Savant Capital, LLC	History	No change	8,421	2,424	0.01%	0.01%	230	0	0.0%	Q2 2026	Aug 10, 2026
NCM Capital Management, LLC	History	No change	8,007	2,394	0.74%	0.74%	231	0	0.0%	Q2 2026	Aug 14, 2026
Pinnacle Financial Group, LLC / IL	History	No change	7,955	2,378	0.58%	0.58%	232	0	0.0%	Q2 2026	Jul 30, 2026
North Star Investment Management Corp.	History	No change	7,802	2,333	0.13%	0.13%	233	0	0.0%	Q2 2026	Jul 28, 2026
Lebenthal Global Advisors, LLC	History	No change	7,804	2,333	0.31%	0.31%	234	0	0.0%	Q2 2026	Jul 30, 2026
AIMZ Investment Advisors, LLC	History	No change	7,797	2,331	0.64%	0.64%	235	0	0.0%	Q2 2026	Aug 13, 2026
Gotham Asset Management, LLC	History	No change	7,778	2,325	0.01%	0.01%	236	0	0.0%	Q2 2026	Aug 14, 2026
Wealthcare Advisory Partners LLC	History	No change	7,593	2,270	0.04%	0.04%	237	0	0.0%	Q2 2026	Jul 09, 2026
RWA WEALTH PARTNERS, LLC	History	No change	7,464	2,231	0.02%	0.02%	238	0	0.0%	Q2 2026	Aug 07, 2026
Hilltop Holdings Inc.	History	No change	7,440	2,224	0.17%	0.17%	239	0	0.0%	Q2 2026	Aug 13, 2026
Wall Street Financial Group, Inc.	History	No change	7,371	2,203	1.18%	1.18%	240	0	0.0%	Q2 2026	Jul 13, 2026
DAHRING \| CUSMANO LLC	History	No change	7,343	2,195	1.16%	1.16%	241	0	0.0%	Q2 2026	Jul 28, 2026
NewEdge Wealth, LLC	History	No change	7,245	2,166	0.02%	0.02%	242	0	0.0%	Q2 2026	Aug 10, 2026
MontVue Capital Management, Inc.	History	No change	7,246	2,166	1.25%	1.25%	243	0	0.0%	Q2 2026	Jul 27, 2026
Aprio Wealth Management, LLC	History	No change	7,105	2,124	0.1%	0.1%	244	0	0.0%	Q2 2026	Jul 24, 2026
Brookstone Capital Management	History	No change	7,051	2,108	0.02%	0.02%	245	0	0.0%	Q2 2026	Jul 15, 2026
NorthCrest Asset Manangement, LLC	History	No change	6,872	2,106	0.05%	0.05%	246	0	0.0%	Q2 2026	Jul 15, 2026
BROWN, LISLE/CUMMINGS, INC.	History	No change	7,025	2,100	0.47%	0.47%	247	0	0.0%	Q2 2026	Sep 02, 2026
S&A Financial Services, Inc.	History	No change	7,022	2,099	1.28%	1.28%	248	0	0.0%	Q2 2026	Jul 27, 2026
Advantage Trust Co	History	No change	7,017	2,098	0.74%	0.74%	249	0	0.0%	Q2 2026	Jul 17, 2026
Bluesphere Advisors LLC	History	No change	7,004	2,094	0.65%	0.65%	250	0	0.0%	Q2 2026	Jul 30, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	No change	6,997	2,092	0.08%	0.08%	251	0	0.0%	Q2 2026	Jul 27, 2026
Hikari Tsushin, Inc.	History	No change	6,967	2,083	0.14%	0.14%	252	0	0.0%	Q2 2026	Aug 11, 2026
Keebeck Wealth Management	History	No change	6,938	2,074	0.2%	0.2%	253	0	0.0%	Q2 2026	Aug 11, 2026
Freestone Capital Holdings, LLC	History	No change	6,820	2,039	0.05%	0.05%	254	0	0.0%	Q2 2026	Jul 31, 2026
City State Bank	History	No change	6,820	2,039	0.47%	0.47%	255	0	0.0%	Q2 2026	Jul 14, 2026
GLENMEDE TRUST CO NA	History	No change	6,701	2,003	0.01%	0.01%	256	0	0.0%	Q2 2026	Aug 10, 2026
Parallel Advisors, LLC	History	No change	6,661	1,991	0.03%	0.03%	257	0	0.0%	Q2 2026	Aug 05, 2026
Leo H. Evart, Inc.	History	No change	6,599	1,973	1.56%	1.56%	258	0	0.0%	Q2 2026	Aug 17, 2026
Principle Wealth Partners LLC	History	No change	6,588	1,969	0.1%	0.1%	259	0	0.0%	Q2 2026	Aug 07, 2026
Petix & Botte Co	History	No change	6,582	1,968	0.4%	0.4%	260	0	0.0%	Q2 2026	Aug 04, 2026
Novak & Powell Financial Services, Inc.	History	No change	6,576	1,966	0.93%	0.93%	261	0	0.0%	Q2 2026	Aug 11, 2026
BRIGHTON JONES LLC	History	No change	6,567	1,963	0.04%	0.04%	262	0	0.0%	Q2 2026	Aug 11, 2026
Snowden Capital Advisors LLC	History	No change	6,566	1,963	0.05%	0.05%	263	0	0.0%	Q2 2026	Aug 13, 2026
Arkadios Wealth Advisors	History	No change	6,555	1,959	0.03%	0.03%	264	0	0.0%	Q2 2026	Aug 10, 2026
Essex Financial Services, Inc.	History	No change	6,539	1,955	0.1%	0.1%	265	0	0.0%	Q2 2026	Aug 10, 2026
Rossby Financial, LCC	History	No change	6,446	1,927	0.35%	0.35%	266	0	0.0%	Q2 2026	Aug 04, 2026
Eagle Strategies LLC	History	No change	6,402	1,914	0.19%	0.19%	267	0	0.0%	Q2 2026	Jul 21, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	No change	6,380	1,907	0.04%	0.04%	268	0	0.0%	Q2 2026	Jul 15, 2026
CATHY PARETO & ASSOCIATES, INC	History	No change	6,298	1,883	1.1%	1.1%	269	0	0.0%	Q2 2026	Jul 15, 2026
Northstar Group, Inc.	History	No change	6,292	1,881	0.24%	0.24%	270	0	0.0%	Q2 2026	Aug 03, 2026
RDA Financial Network	History	No change	6,293	1,881	0.41%	0.41%	271	0	0.0%	Q2 2026	Jul 06, 2026
Harbor Asset Planning, Inc.	History	No change	6,226	1,860	1.4%	1.4%	272	0	0.0%	Q2 2026	Jul 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	6,181	1,848	0.0%	0.0%	273	0	0.0%	Q2 2026	Aug 13, 2026
Houlihan Financial Resource Group, Ltd.	History	No change	6,159	1,841	0.66%	0.66%	274	0	0.0%	Q2 2026	Aug 10, 2026
Wealthspire Retirement, LLC	History	No change	6,147	1,838	0.1%	0.1%	275	0	0.0%	Q2 2026	Aug 12, 2026
Live Oak Investment Partners	History	No change	6,146	1,837	0.99%	0.99%	276	0	0.0%	Q2 2026	Aug 10, 2026
Lighthouse Investment Partners, LLC	History	No change	6,121	1,830	0.05%	0.05%	277	0	0.0%	Q2 2026	Aug 14, 2026
GRANDFIELD & DODD, LLC	History	No change	6,090	1,820	0.1%	0.1%	278	0	0.0%	Q2 2026	Aug 07, 2026
Perennial Advisors, LLC	History	No change	6,086	1,819	0.28%	0.28%	279	0	0.0%	Q2 2026	Jul 13, 2026
STEPHENS INC /AR/	History	No change	5,975	1,786	0.02%	0.02%	280	0	0.0%	Q2 2026	Jul 29, 2026
KINTRA WEALTH, LLC	History	No change	5,635	1,781	0.09%	0.09%	281	0	0.0%	Q2 2026	Aug 14, 2026
Sachetta, LLC	History	No change	5,917	1,769	0.86%	0.86%	282	0	0.0%	Q2 2026	Jul 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	No change	5,881	1,758	0.03%	0.03%	283	0	0.0%	Q2 2026	Jul 14, 2026
Williams Jones Wealth Management, LLC.	History	No change	5,873	1,756	0.02%	0.02%	284	0	0.0%	Q2 2026	Aug 05, 2026
Retirement Planning Group, LLC	History	No change	5,846	1,748	0.04%	0.04%	285	0	0.0%	Q2 2026	Aug 05, 2026
FINANCIAL ADVISORY PARTNERS, LLC	History	No change	5,830	1,743	0.46%	0.46%	286	0	0.0%	Q2 2026	Jul 20, 2026
FIFTH THIRD SECURITIES, INC.	History	No change	5,799	1,734	0.1%	0.1%	287	0	0.0%	Q2 2026	Jul 15, 2026
Adams Wealth Management	History	No change	5,756	1,721	0.33%	0.33%	288	0	0.0%	Q2 2026	Aug 10, 2026
CacheTech Inc.	History	No change	5,756	1,721	0.28%	0.28%	289	0	0.0%	Q2 2026	Aug 11, 2026
Ausdal Financial Partners, Inc.	History	No change	5,710	1,707	0.07%	0.07%	290	0	0.0%	Q2 2026	Aug 14, 2026
High Net Worth Advisory Group LLC	History	No change	5,663	1,693	0.36%	0.36%	291	0	0.0%	Q2 2026	Jul 29, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC	History	No change	5,659	1,692	0.25%	0.25%	292	0	0.0%	Q2 2026	Jul 21, 2026
Compass Ion Advisors, LLC	History	No change	5,622	1,680	0.14%	0.14%	293	0	0.0%	Q2 2026	Aug 12, 2026
Blackston Financial Advisory Group, LLC	History	No change	5,598	1,673	0.94%	0.94%	294	0	0.0%	Q2 2026	Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC	History	No change	5,560	1,662	0.31%	0.31%	295	0	0.0%	Q2 2026	Aug 06, 2026
Accel Wealth Management	History	No change	5,529	1,653	0.37%	0.37%	296	0	0.0%	Q2 2026	Jul 10, 2026
Dynamic Advisor Solutions LLC	History	No change	5,517	1,649	0.05%	0.05%	297	0	0.0%	Q2 2026	Jul 07, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	No change	5,509	1,647	0.02%	0.02%	298	0	0.0%	Q2 2026	Aug 07, 2026
Hershey Financial Advisers, LLC	History	No change	5,500	1,644	1.18%	1.18%	299	0	0.0%	Q2 2026	Aug 11, 2026
Institute for Wealth Management, LLC.	History	No change	5,494	1,642	0.14%	0.14%	300	0	0.0%	Q2 2026	Jul 28, 2026
Stonebridge Financial Group, LLC	History	No change	5,170	1,634	0.12%	0.12%	301	0	0.0%	Q3 2026	Oct 01, 2026
PARSONS CAPITAL MANAGEMENT INC/RI	History	No change	5,439	1,626	0.07%	0.07%	302	0	0.0%	Q2 2026	Jul 24, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	5,370	1,605	0.02%	0.02%	303	0	0.0%	Q2 2026	Jul 24, 2026
SMITH CHAS P & ASSOCIATES PA CPAS	History	No change	5,326	1,592	0.08%	0.08%	304	0	0.0%	Q2 2026	Sep 11, 2026
Jupiter Topco LLC	History	No change	5,320	1,590	0.0%	0.0%	305	0	0.0%	Q2 2026	Aug 14, 2026
HOWARD WEALTH MANAGEMENT, LLC	History	No change	5,297	1,584	0.59%	0.59%	306	0	0.0%	Q2 2026	Jul 21, 2026
LOWE BROCKENBROUGH & CO INC	History	No change	5,231	1,564	0.07%	0.07%	307	0	0.0%	Q2 2026	Aug 03, 2026
Go Invest LLC	History	Added to	4,937	1,560	0.33%	0.31%	308	+531	12.05%	Q3 2026	Oct 08, 2026
Prime Capital Investment Advisors, LLC	History	No change	5,168	1,545	0.01%	0.01%	309	0	0.0%	Q2 2026	Aug 05, 2026
SlateStone Wealth, LLC	History	No change	5,158	1,542	0.12%	0.12%	310	0	0.0%	Q2 2026	Jul 20, 2026
Rathbones Group PLC	History	No change	5,106	1,526	0.01%	0.01%	311	0	0.0%	Q2 2026	Jul 23, 2026
PFG Investments, LLC	History	No change	5,073	1,516	0.06%	0.06%	312	0	0.0%	Q2 2026	Jul 23, 2026
Advisory Services Network, LLC	History	No change	5,049	1,509	0.02%	0.02%	313	0	0.0%	Q2 2026	Aug 12, 2026
VISTA INVESTMENT MANAGEMENT	History	No change	5,042	1,507	0.45%	0.45%	314	0	0.0%	Q2 2026	Aug 12, 2026
Perigon Wealth Management, LLC	History	No change	5,019	1,500	0.02%	0.02%	315	0	0.0%	Q2 2026	Aug 07, 2026
NWF Advisory Services Inc.	History	No change	4,964	1,484	0.14%	0.14%	316	0	0.0%	Q2 2026	Jul 29, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC	History	No change	4,963	1,483	0.23%	0.23%	317	0	0.0%	Q2 2026	Aug 07, 2026
Salomon & Ludwin, LLC	History	No change	4,907	1,476	0.12%	0.12%	318	0	0.0%	Q2 2026	Aug 07, 2026
LIBERTY WEALTH MANAGEMENT LLC	History	No change	5,242	1,467	0.18%	0.18%	319	0	0.0%	Q2 2026	Aug 05, 2026
Wealthspire Advisors, LLC	History	No change	4,828	1,443	0.01%	0.01%	320	0	0.0%	Q2 2026	Aug 11, 2026
Triangle Securities Wealth Management	History	No change	4,825	1,442	0.29%	0.29%	321	0	0.0%	Q2 2026	Jul 14, 2026
Meridian Wealth Advisors, LLC	History	No change	4,752	1,420	0.16%	0.16%	322	0	0.0%	Q2 2026	Aug 14, 2026
Pathstone Holdings, LLC	History	No change	4,750	1,420	0.0%	0.0%	323	0	0.0%	Q2 2026	Aug 13, 2026
BCS Wealth Management	History	No change	4,737	1,416	0.26%	0.26%	324	0	0.0%	Q2 2026	Jul 16, 2026
Aberdeen Wealth Management LLC	History	No change	4,715	1,409	0.68%	0.68%	325	0	0.0%	Q2 2026	Aug 13, 2026
BigSur Wealth Management LLC	History	No change	4,700	1,405	0.34%	0.34%	326	0	0.0%	Q2 2026	Jul 14, 2026
Financial Engines Advisors L.L.C.	History	No change	4,690	1,402	0.0%	0.0%	327	0	0.0%	Q2 2026	Aug 14, 2026
Sidoxia Capital Management, LLC	History	No change	4,665	1,394	1.02%	1.02%	328	0	0.0%	Q2 2026	Jul 24, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	No change	4,604	1,376	0.07%	0.07%	329	0	0.0%	Q2 2026	Jul 23, 2026
Bragg Financial Advisors, Inc	History	No change	4,593	1,373	0.04%	0.04%	330	0	0.0%	Q2 2026	Aug 12, 2026
Abbot Financial Management, Inc.	History	No change	4,564	1,364	0.47%	0.47%	331	0	0.0%	Q2 2026	Aug 06, 2026
Timbuktu Capital Management, LLC	History	No change	4,549	1,360	2.05%	2.05%	332	0	0.0%	Q2 2026	Aug 13, 2026
COMMERCE BANK	History	No change	4,544	1,358	0.01%	0.01%	333	0	0.0%	Q2 2026	Aug 12, 2026
N.E.W. Advisory Services LLC	History	No change	4,503	1,346	0.09%	0.09%	334	0	0.0%	Q2 2026	Aug 06, 2026
Idaho Trust Co	History	No change	4,448	1,329	0.39%	0.39%	335	0	0.0%	Q2 2026	Aug 06, 2026
One Charles Private Wealth Services, LLC	History	No change	4,415	1,320	0.3%	0.3%	336	0	0.0%	Q2 2026	Jul 15, 2026
CX Institutional	History	Reduced	4,173	1,319	0.04%	0.04%	337	-97	-2.27%	Q3 2026	Oct 02, 2026
Junk Investment Group, LLC	History	No change	4,389	1,312	0.58%	0.58%	338	0	0.0%	Q2 2026	Jul 29, 2026
PHILADELPHIA TRUST CO	History	No change	4,383	1,311	0.08%	0.08%	339	0	0.0%	Q2 2026	Aug 10, 2026
PFG Advisors	History	No change	4,374	1,307	0.07%	0.07%	340	0	0.0%	Q2 2026	Jul 16, 2026
DAVENPORT & Co LLC	History	No change	4,330	1,294	0.01%	0.01%	341	0	0.0%	Q2 2026	Jul 13, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	4,151	1,288	0.02%	0.02%	342	0	0.0%	Q2 2026	Jul 27, 2026
WNY Asset Management, LLC	History	No change	4,309	1,288	0.12%	0.12%	343	0	0.0%	Q2 2026	Aug 17, 2026
Focus Partners Advisor Solutions, LLC	History	No change	4,307	1,287	0.01%	0.01%	344	0	0.0%	Q2 2026	Aug 06, 2026
Summit Financial, LLC	History	No change	4,295	1,284	0.01%	0.01%	345	0	0.0%	Q2 2026	Aug 12, 2026
Krilogy Financial LLC	History	No change	4,290	1,282	0.04%	0.04%	346	0	0.0%	Q2 2026	Jul 27, 2026
NLB Skladi, upravljanje premozenja, d.o.o.	History	No change	4,284	1,280	0.05%	0.05%	347	0	0.0%	Q2 2026	Aug 06, 2026
EDMOND DE ROTHSCHILD HOLDING S.A.	History	No change	4,260	1,273	0.02%	0.02%	348	0	0.0%	Q2 2026	Aug 10, 2026
Financial Solutions Advisory Group, Inc.	History	No change	4,136	1,267	0.16%	0.16%	349	0	0.0%	Q2 2026	Jul 13, 2026
WARNER FINANCIAL, INC	History	No change	4,204	1,257	0.37%	0.37%	350	0	0.0%	Q2 2026	Jul 09, 2026
BANK HAPOALIM BM	History	No change	4,193	1,254	0.08%	0.08%	351	0	0.0%	Q2 2026	Aug 05, 2026
Summit Trail Advisors, LLC	History	No change	4,189	1,252	0.02%	0.02%	352	0	0.0%	Q2 2026	Aug 11, 2026
Everest Financial Group LLC	History	No change	4,166	1,245	0.17%	0.17%	353	0	0.0%	Q2 2026	Aug 10, 2026
Hudson Value Partners, LLC	History	No change	4,152	1,241	0.31%	0.31%	354	0	0.0%	Q2 2026	Jul 10, 2026
PINNACLE ASSOCIATES LTD	History	No change	4,148	1,240	0.01%	0.01%	355	0	0.0%	Q2 2026	Aug 03, 2026
Valeo Financial Advisors, LLC	History	Reduced	3,881	1,226	0.03%	0.03%	356	-173	-4.27%	Q3 2026	Oct 08, 2026
Allianz Asset Management GmbH	History	No change	4,100	1,225	0.0%	0.0%	357	0	0.0%	Q2 2026	Sep 02, 2026
World Investment Advisors	History	No change	4,356	1,217	0.02%	0.02%	358	0	0.0%	Q2 2026	Aug 13, 2026
Stonebridge Financial Group, LLC/CA	History	No change	4,046	1,209	0.17%	0.17%	359	0	0.0%	Q2 2026	Aug 13, 2026
Ignite Planners, LLC	History	No change	3,996	1,194	0.16%	0.16%	360	0	0.0%	Q2 2026	Jul 23, 2026
CARDIFF PARK ADVISORS, LLC	History	No change	3,955	1,182	0.09%	0.09%	361	0	0.0%	Q2 2026	Aug 14, 2026
Jacobs Equity LLC	History	No change	3,956	1,182	0.82%	0.82%	362	0	0.0%	Q2 2026	Aug 14, 2026
Councilor Wealth, LLC	History	Added to	3,737	1,181	0.49%	0.45%	363	+1	0.03%	Q3 2026	Oct 09, 2026
CORDA Investment Management, LLC.	History	No change	3,944	1,179	0.07%	0.07%	364	0	0.0%	Q2 2026	Aug 06, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC	History	No change	3,943	1,178	0.52%	0.52%	365	0	0.0%	Q2 2026	Jul 28, 2026
INGALLS & SNYDER LLC	History	No change	3,934	1,176	0.03%	0.03%	366	0	0.0%	Q2 2026	Aug 14, 2026
Signal Advisors Wealth, LLC	History	No change	3,919	1,171	0.06%	0.06%	367	0	0.0%	Q2 2026	Aug 04, 2026
Investor's Fiduciary Advisor Network, LLC	History	No change	3,919	1,171	0.4%	0.4%	368	0	0.0%	Q2 2026	Aug 13, 2026
Focused Wealth Management, Inc	History	No change	3,865	1,155	0.1%	0.1%	369	0	0.0%	Q2 2026	Aug 06, 2026
Accretive Wealth Partners, LLC	History	No change	3,866	1,155	0.28%	0.28%	370	0	0.0%	Q2 2026	Jul 29, 2026
AE Wealth Management LLC	History	No change	3,853	1,152	0.01%	0.01%	371	0	0.0%	Q2 2026	Aug 03, 2026
RBA Wealth Management, LLC	History	No change	3,844	1,149	0.42%	0.42%	372	0	0.0%	Q2 2026	Jul 23, 2026
Prospera Financial Services Inc	History	No change	3,838	1,148	0.02%	0.02%	373	0	0.0%	Q2 2026	Jul 15, 2026
MGO ONE SEVEN LLC	History	No change	3,811	1,139	0.02%	0.02%	374	0	0.0%	Q2 2026	Jul 31, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC.	History	No change	3,806	1,138	0.02%	0.02%	375	0	0.0%	Q2 2026	Aug 13, 2026
HUB Investment Partners, LLC	History	No change	3,776	1,129	0.02%	0.02%	376	0	0.0%	Q2 2026	Jul 31, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	No change	3,772	1,127	0.02%	0.02%	377	0	0.0%	Q2 2026	Aug 10, 2026
Inscription Capital, LLC	History	No change	3,767	1,126	0.1%	0.1%	378	0	0.0%	Q2 2026	Aug 13, 2026
Christensen, King & Associates Investment Services, Inc.	History	No change	3,744	1,119	0.44%	0.44%	379	0	0.0%	Q2 2026	Jul 14, 2026
WEALTHSPAN PARTNERS, LLC	History	No change	3,713	1,110	0.35%	0.35%	380	0	0.0%	Q2 2026	Aug 06, 2026
INTEGRAL INVESTMENT ADVISORS, INC.	History	No change	3,692	1,103	0.24%	0.24%	381	0	0.0%	Q2 2026	Jul 07, 2026
Triton Financial Group Inc	History	No change	3,650	1,091	0.63%	0.63%	382	0	0.0%	Q2 2026	Aug 17, 2026
Diversify Advisory Services, LLC	History	No change	3,550	1,088	0.02%	0.02%	383	0	0.0%	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	No change	3,550	1,088	0.02%	0.02%	384	0	0.0%	Q2 2026	Jul 29, 2026
CCG WEALTH MANAGEMENT, LLC	History	No change	3,631	1,085	0.25%	0.25%	385	0	0.0%	Q2 2026	Aug 07, 2026
KELLEHER FINANCIAL ADVISORS	History	No change	3,608	1,078	0.15%	0.15%	386	0	0.0%	Q2 2026	Aug 06, 2026
Goldstein Advisors, LLC	History	No change	3,598	1,075	0.1%	0.1%	387	0	0.0%	Q2 2026	Jul 20, 2026
Red Mountain Financial, LLC	History	No change	3,592	1,074	0.9%	0.9%	388	0	0.0%	Q2 2026	Jul 21, 2026
Apollon Wealth Management, LLC	History	No change	3,569	1,067	0.01%	0.01%	389	0	0.0%	Q2 2026	Jul 22, 2026
BELLEVUE ASSET MANAGEMENT, LLC	History	No change	3,560	1,064	0.49%	0.49%	390	0	0.0%	Q2 2026	Aug 04, 2026
Pinnacle Financial Partners, Inc.	History	No change	3,509	1,049	0.01%	0.01%	391	0	0.0%	Q2 2026	Aug 14, 2026
John A. Wolfe & Associates, Inc.	History	No change	3,501	1,046	1.44%	1.44%	392	0	0.0%	Q2 2026	Jul 29, 2026
Goepper Burkhardt LLC	History	No change	3,486	1,042	0.31%	0.31%	393	0	0.0%	Q2 2026	Aug 10, 2026
Sovereign Financial Group, Inc.	History	No change	3,488	1,042	0.16%	0.16%	394	0	0.0%	Q2 2026	Jul 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	3,459	1,034	0.01%	0.01%	395	0	0.0%	Q2 2026	Aug 14, 2026
Bigelow Investment Advisors, LLC	History	No change	3,455	1,033	0.37%	0.37%	396	0	0.0%	Q2 2026	Jul 30, 2026
Gryphon Financial Partners LLC	History	No change	3,447	1,030	0.09%	0.09%	397	0	0.0%	Q2 2026	Aug 05, 2026
JM2 Capital Inc.	History	No change	3,441	1,028	0.71%	0.71%	398	0	0.0%	Q2 2026	Jul 21, 2026
AlphaStar Capital Management, LLC	History	No change	3,420	1,022	0.06%	0.06%	399	0	0.0%	Q2 2026	Jul 30, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	History	No change	3,399	1,016	0.61%	0.61%	400	0	0.0%	Q2 2026	Aug 12, 2026
Great Diamond Partners, LLC	History	No change	3,387	1,012	0.17%	0.17%	401	0	0.0%	Q2 2026	Jul 17, 2026
FLAGSTAR SECURITIES, INC	History	No change	3,351	1,002	0.3%	0.3%	402	0	0.0%	Q2 2026	Jul 15, 2026
Embree Financial Group	History	No change	3,352	1,002	0.1%	0.1%	403	0	0.0%	Q2 2026	Jul 15, 2026
Kovack Advisors, Inc.	History	No change	3,330	1,000	0.05%	0.05%	404	0	0.0%	Q2 2026	Jul 28, 2026
Cornerstone Select Advisors, LLC	History	No change	3,346	1,000	0.42%	0.42%	405	0	0.0%	Q2 2026	Aug 05, 2026
Financial Perspectives, Inc	History	No change	3,322	993	0.24%	0.24%	406	0	0.0%	Q2 2026	Jul 24, 2026
MONECO ADVISORS, LLC	History	No change	3,316	991	0.06%	0.06%	407	0	0.0%	Q2 2026	Aug 11, 2026
Werba Rubin Papier Wealth Management	History	No change	3,311	989	0.12%	0.12%	408	0	0.0%	Q2 2026	Jul 27, 2026
Zhang Financial LLC	History	No change	3,288	983	0.03%	0.03%	409	0	0.0%	Q2 2026	Jul 30, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	History	No change	3,272	978	0.05%	0.05%	410	0	0.0%	Q2 2026	Jul 20, 2026
Busey Bank	History	No change	3,246	970	0.02%	0.02%	411	0	0.0%	Q2 2026	Aug 13, 2026
Ranch Capital Advisors Inc.	History	No change	3,247	970	0.31%	0.31%	412	0	0.0%	Q2 2026	Aug 03, 2026
CENTAURUS FINANCIAL, INC.	History	No change	3,202	958	0.04%	0.04%	413	0	0.0%	Q2 2026	Aug 17, 2026
HOLDERNESS INVESTMENTS CO	History	No change	3,201	957	0.16%	0.16%	414	0	0.0%	Q2 2026	Aug 12, 2026
Smith & Howard Wealth Management, LLC	History	No change	3,202	957	0.19%	0.19%	415	0	0.0%	Q2 2026	Aug 03, 2026
Long Island Wealth Management, Inc.	History	No change	3,199	956	0.39%	0.39%	416	0	0.0%	Q2 2026	Aug 07, 2026
KTF INVESTMENTS, LLC	History	No change	3,200	956	0.1%	0.1%	417	0	0.0%	Q2 2026	Aug 10, 2026
Olistico Wealth, LLC	History	Added to	3,021	955	0.4%	0.39%	418	+2	0.07%	Q3 2026	Oct 05, 2026
Pacific Center for Financial Services	History	No change	3,191	954	0.21%	0.21%	419	0	0.0%	Q2 2026	Aug 05, 2026
RFG Advisory, LLC	History	No change	3,188	953	0.01%	0.01%	420	0	0.0%	Q2 2026	Jul 15, 2026
Conservest Capital Advisors, Inc.	History	No change	3,188	953	0.08%	0.08%	421	0	0.0%	Q2 2026	Jul 22, 2026
BENJAMIN EDWARDS INC	History	No change	3,141	939	0.01%	0.01%	422	0	0.0%	Q2 2026	Jul 24, 2026
Pallas Capital Advisors LLC	History	No change	3,139	938	0.03%	0.03%	423	0	0.0%	Q2 2026	Aug 07, 2026
Retirement Planning Co of New England, Inc.	History	No change	3,132	936	0.34%	0.34%	424	0	0.0%	Q2 2026	Jul 30, 2026
Caprock Group, LLC	History	No change	3,080	920	0.02%	0.02%	425	0	0.0%	Q2 2026	Jul 27, 2026
DAVIS R M INC	History	No change	3,069	917	0.01%	0.01%	426	0	0.0%	Q2 2026	Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC	History	No change	3,063	915	0.02%	0.02%	427	0	0.0%	Q2 2026	Aug 12, 2026
KDK Private Wealth Management, LLC	History	No change	3,058	914	0.76%	0.76%	428	0	0.0%	Q2 2026	Aug 12, 2026
Disciplined Investors, L.L.C.	History	No change	3,052	912	0.46%	0.46%	429	0	0.0%	Q2 2026	Aug 11, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC	History	No change	3,050	911	0.19%	0.19%	430	0	0.0%	Q2 2026	Aug 13, 2026
WHITTIER TRUST CO	History	No change	2,977	910	0.01%	0.01%	431	0	0.0%	Q2 2026	Jul 27, 2026
KENNEDY INVESTMENT GROUP, INC.	History	No change	3,028	905	0.31%	0.31%	432	0	0.0%	Q2 2026	Jul 30, 2026
HBK Sorce Advisory LLC	History	No change	2,925	902	0.02%	0.02%	433	0	0.0%	Q2 2026	Aug 06, 2026
Sequent Planning LLC	History	No change	3,017	902	0.19%	0.19%	434	0	0.0%	Q2 2026	Aug 14, 2026
1015 Capital Partners, LLC	History	No change	3,010	900	0.75%	0.75%	435	0	0.0%	Q2 2026	Jul 21, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC	History	No change	3,000	897	0.07%	0.07%	436	0	0.0%	Q2 2026	Jul 16, 2026
Qube Research & Technologies Ltd	History	No change	2,999	896	0.0%	0.0%	437	0	0.0%	Q2 2026	Aug 14, 2026
OceanIQ Capital, LLC	History	No change	2,832	894	0.54%	0.54%	438	0	0.0%	Q2 2026	Aug 12, 2026
Facet Wealth, Inc.	History	No change	2,984	892	0.01%	0.01%	439	0	0.0%	Q2 2026	Jul 27, 2026
Cascade Wealth Advisors, Inc	History	No change	2,829	883	0.35%	0.35%	440	0	0.0%	Q2 2026	Aug 10, 2026
FIRST NATIONAL BANK OF OMAHA	History	No change	2,910	880	0.02%	0.02%	441	0	0.0%	Q2 2026	Aug 07, 2026
Vestmark Advisory Solutions, Inc.	History	No change	2,941	879	0.01%	0.01%	442	0	0.0%	Q2 2026	Aug 14, 2026
Rayburn West Financial Services LLC	History	No change	2,938	878	0.48%	0.48%	443	0	0.0%	Q2 2026	Aug 07, 2026
CRA Financial Services, LLC	History	No change	2,936	877	0.1%	0.1%	444	0	0.0%	Q2 2026	Jul 24, 2026
Modera Wealth Management, LLC	History	No change	2,932	876	0.01%	0.01%	445	0	0.0%	Q2 2026	Aug 03, 2026
Nuveen, LLC	History	No change	2,921	873	0.0%	0.0%	446	0	0.0%	Q2 2026	Aug 11, 2026
Center for Financial Planning, Inc.	History	No change	2,919	872	0.08%	0.08%	447	0	0.0%	Q2 2026	Jul 21, 2026
XCELSIOR ADVISOR PARTNERS LLC	History	No change	2,919	872	0.11%	0.11%	448	0	0.0%	Q2 2026	Aug 14, 2026
CIBC WORLD MARKET INC.	History	No change	2,893	865	0.0%	0.0%	449	0	0.0%	Q2 2026	Aug 13, 2026
Atala Financial Inc	History	No change	2,880	861	0.52%	0.52%	450	0	0.0%	Q2 2026	Jul 23, 2026
Fort Sheridan Advisors LLC	History	No change	2,878	860	0.09%	0.09%	451	0	0.0%	Q2 2026	Aug 05, 2026
MONOGRAPH WEALTH ADVISORS, LLC	History	No change	2,872	858	0.07%	0.07%	452	0	0.0%	Q2 2026	Aug 14, 2026
Allied Private Wealth LLC	History	No change	2,801	858	0.55%	0.55%	453	0	0.0%	Q2 2026	Jul 09, 2026
Gradient Capital Advisors, LLC	History	No change	2,856	854	0.2%	0.2%	454	0	0.0%	Q2 2026	Jul 13, 2026
Summit Global Investments	History	No change	2,845	851	0.05%	0.05%	455	0	0.0%	Q2 2026	Aug 03, 2026
Vanguard National Trust Co	History	No change	2,840	849	0.05%	0.05%	456	0	0.0%	Q2 2026	Aug 13, 2026
ENDEAVOR PRIVATE WEALTH, INC.	History	No change	2,837	848	0.21%	0.21%	457	0	0.0%	Q2 2026	Aug 14, 2026
NICOLET BANKSHARES INC	History	No change	2,832	846	0.03%	0.03%	458	0	0.0%	Q2 2026	Aug 11, 2026
WEDBUSH SECURITIES INC	History	No change	2,798	836	0.02%	0.02%	459	0	0.0%	Q2 2026	Jul 28, 2026
LPWM LLC	History	No change	2,795	835	0.19%	0.19%	460	0	0.0%	Q2 2026	Jul 24, 2026
ASHTON THOMAS SECURITIES, LLC	History	No change	2,791	834	0.12%	0.12%	461	0	0.0%	Q2 2026	Jul 27, 2026
WEALTH MANAGEMENT RESOURCES, INC.	History	No change	2,777	830	0.26%	0.26%	462	0	0.0%	Q2 2026	Jul 22, 2026
IVC Wealth Advisors LLC	History	No change	2,767	827	0.32%	0.32%	463	0	0.0%	Q2 2026	Jul 14, 2026
PARK AVENUE SECURITIES LLC	History	No change	2,759	825	0.01%	0.01%	464	0	0.0%	Q2 2026	Jul 20, 2026
Western Wealth Management, LLC	History	No change	2,758	824	0.03%	0.03%	465	0	0.0%	Q2 2026	Aug 14, 2026
READYSTATE ASSET MANAGEMENT LP	History	No change	2,742	819	0.03%	0.03%	466	0	0.0%	Q2 2026	Aug 14, 2026
McGuire Investment Group, LLC	History	No change	2,736	818	0.07%	0.07%	467	0	0.0%	Q2 2026	Jul 27, 2026
Berkeley Capital Partners, LLC	History	No change	2,726	815	0.17%	0.17%	468	0	0.0%	Q2 2026	Aug 06, 2026
Daybright Advisory Services, Inc.	History	No change	2,674	815	0.19%	0.19%	469	0	0.0%	Q2 2026	Aug 04, 2026
Belpointe Asset Management LLC	History	No change	2,725	814	0.03%	0.03%	470	0	0.0%	Q2 2026	Jul 31, 2026
Athena Investment Management	History	No change	2,718	812	0.48%	0.48%	471	0	0.0%	Q2 2026	Aug 06, 2026
Waldron Private Wealth LLC	History	No change	2,713	811	0.03%	0.03%	472	0	0.0%	Q2 2026	Jul 20, 2026
Bluebird Wealth Management LLC	History	No change	2,700	807	0.7%	0.7%	473	0	0.0%	Q2 2026	Aug 05, 2026
Marathon Wealth Advisors LLC	History	No change	2,691	804	0.27%	0.27%	474	0	0.0%	Q2 2026	Sep 11, 2026
FIDUCIARY TRUST CO	History	No change	2,683	802	0.01%	0.01%	475	0	0.0%	Q2 2026	Aug 13, 2026
JFS WEALTH ADVISORS, LLC	History	No change	2,684	802	0.04%	0.04%	476	0	0.0%	Q2 2026	Jul 10, 2026
Fisher Asset Management, LLC	History	No change	2,676	800	0.0%	0.0%	477	0	0.0%	Q2 2026	Aug 04, 2026
MARIPAU WEALTH MANAGEMENT LLC	History	No change	2,670	797	0.28%	0.28%	478	0	0.0%	Q2 2026	Aug 11, 2026
Composition Wealth, LLC	History	No change	2,649	792	0.01%	0.01%	479	0	0.0%	Q2 2026	Jul 22, 2026
Koshinski Asset Management, Inc.	History	No change	2,636	788	0.04%	0.04%	480	0	0.0%	Q2 2026	Jul 27, 2026
Elite Financial, Inc.	History	No change	2,635	787	0.32%	0.32%	481	0	0.0%	Q2 2026	Aug 13, 2026
PLANNING DIRECTIONS INC	History	No change	2,618	782	0.36%	0.36%	482	0	0.0%	Q2 2026	Aug 10, 2026
Connecticut Wealth Management, LLC	History	No change	2,617	782	0.03%	0.03%	483	0	0.0%	Q2 2026	Jul 29, 2026
INTEGRITY ALLIANCE, LLC.	History	No change	2,589	774	0.02%	0.02%	484	0	0.0%	Q2 2026	Jul 31, 2026
Obermeyer Wealth Partners	History	No change	2,587	773	0.03%	0.03%	485	0	0.0%	Q2 2026	Jul 29, 2026
Certified Advisory Corp	History	No change	2,587	773	0.06%	0.06%	486	0	0.0%	Q2 2026	Jul 16, 2026
Bare Financial Services, Inc	History	No change	2,585	772	0.18%	0.18%	487	0	0.0%	Q2 2026	Jul 27, 2026
PACIFIC SUN FINANCIAL CORP	History	No change	2,580	771	0.32%	0.32%	488	0	0.0%	Q2 2026	Aug 07, 2026
Modern Wealth Management, LLC	History	No change	2,564	766	0.01%	0.01%	489	0	0.0%	Q2 2026	Aug 13, 2026
BOS Asset Management, LLC	History	Added to	2,411	762	0.18%	0.11%	491	+848	54.25%	Q3 2026	Oct 09, 2026
LFA - Lugano Financial Advisors SA	History	No change	2,550	762	0.46%	0.46%	490	0	0.0%	Q2 2026	Jul 28, 2026
Checchi Capital Advisers, LLC	History	No change	2,525	755	0.03%	0.03%	492	0	0.0%	Q2 2026	Aug 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	History	No change	2,515	752	0.0%	0.0%	493	0	0.0%	Q2 2026	Aug 14, 2026
MATHER GROUP, LLC.	History	No change	2,516	752	0.01%	0.01%	494	0	0.0%	Q2 2026	Jul 27, 2026
Phillip James Consulting Co.	History	No change	2,510	750	0.5%	0.5%	495	0	0.0%	Q2 2026	Jul 28, 2026
Meridian Wealth Management, LLC	History	No change	2,503	748	0.02%	0.02%	496	0	0.0%	Q2 2026	Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	No change	2,476	740	0.01%	0.01%	497	0	0.0%	Q2 2026	Jul 28, 2026
Capital Investment Advisory Services, LLC	History	No change	2,444	730	0.05%	0.05%	498	0	0.0%	Q2 2026	Jul 23, 2026
Dougherty & Associates, LLC	History	No change	2,442	730	0.58%	0.58%	499	0	0.0%	Q2 2026	Jul 16, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	No change	2,428	726	0.02%	0.02%	500	0	0.0%	Q2 2026	Aug 10, 2026
Avior Wealth Management, LLC	History	No change	2,390	714	0.02%	0.02%	501	0	0.0%	Q2 2026	Jul 07, 2026
Avestar Capital, LLC	History	No change	2,376	710	0.04%	0.04%	502	0	0.0%	Q2 2026	Jul 29, 2026
Navis Wealth Advisors, LLC	History	No change	2,375	710	0.27%	0.27%	503	0	0.0%	Q2 2026	Aug 14, 2026
Main Street Financial Solutions, LLC	History	No change	2,374	709	0.05%	0.05%	504	0	0.0%	Q2 2026	Aug 07, 2026
Spinnaker Investment Group, LLC	History	No change	2,369	708	0.11%	0.11%	505	0	0.0%	Q2 2026	Jul 10, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/	History	No change	2,367	707	0.1%	0.1%	506	0	0.0%	Q2 2026	Aug 12, 2026
BRIGHT FINANCIAL ADVISORS, INC.	History	No change	2,365	707	0.3%	0.3%	507	0	0.0%	Q2 2026	Aug 11, 2026
Graves Light Lenhart Wealth, Inc.	History	Reduced	2,232	705	0.07%	0.07%	509	-116	-4.94%	Q3 2026	Oct 08, 2026
One Capital Management, LLC	History	No change	2,590	705	0.02%	0.02%	508	0	0.0%	Q2 2026	Aug 13, 2026
COFG Advisors, LLC	History	No change	2,358	705	0.12%	0.12%	510	0	0.0%	Q2 2026	Aug 14, 2026
Simmons Bank	History	No change	2,355	704	0.04%	0.04%	511	0	0.0%	Q2 2026	Jul 31, 2026
Westmount Partners, LLC	History	No change	2,352	703	0.15%	0.15%	512	0	0.0%	Q2 2026	Jul 07, 2026
Avantax Planning Partners, Inc.	History	No change	2,348	702	0.02%	0.02%	513	0	0.0%	Q2 2026	Jul 28, 2026
Bluespring Wealth Management, LLC	History	No change	2,335	698	0.01%	0.01%	514	0	0.0%	Q2 2026	Aug 11, 2026
Wealth Management Associates, Inc.	History	No change	2,320	693	0.19%	0.19%	515	0	0.0%	Q2 2026	Jul 21, 2026
Allegheny Financial Group	History	No change	2,312	691	0.07%	0.07%	516	0	0.0%	Q2 2026	Jul 22, 2026
Global Retirement Partners, LLC	History	No change	2,295	686	0.01%	0.01%	517	0	0.0%	Q2 2026	Aug 06, 2026
Clear Point Advisors Inc.	History	No change	2,295	686	0.61%	0.61%	518	0	0.0%	Q2 2026	Jul 28, 2026
Roundview Capital LLC	History	No change	2,249	672	0.04%	0.04%	519	0	0.0%	Q2 2026	Jul 30, 2026
WELCH & FORBES LLC	History	No change	2,231	667	0.01%	0.01%	520	0	0.0%	Q2 2026	Jul 30, 2026
QRG CAPITAL MANAGEMENT, INC.	History	No change	2,232	667	0.01%	0.01%	521	0	0.0%	Q2 2026	Sep 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	2,200	657	0.02%	0.02%	522	0	0.0%	Q2 2026	Jul 20, 2026
Brown Miller Wealth Management, LLC	History	No change	2,194	656	0.17%	0.17%	523	0	0.0%	Q2 2026	Jul 16, 2026
Investment Planning Advisors, Inc.	History	No change	2,192	655	0.15%	0.15%	524	0	0.0%	Q2 2026	Jul 23, 2026
Hyposwiss Advisors SA	History	No change	2,175	650	0.62%	0.62%	525	0	0.0%	Q2 2026	Jul 21, 2026
HF Advisory Group, LLC	History	Reduced	2,055	649	0.19%	0.2%	526	-60	-2.84%	Q3 2026	Oct 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	2,161	646	0.0%	0.0%	527	0	0.0%	Q2 2026	Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	No change	2,161	646	0.01%	0.01%	528	0	0.0%	Q2 2026	Aug 06, 2026
McGlone Suttner Wealth Management, Inc.	History	No change	2,157	645	0.08%	0.08%	529	0	0.0%	Q2 2026	Jul 21, 2026
D'Orazio & Associates, Inc.	History	No change	2,140	639	0.07%	0.07%	530	0	0.0%	Q2 2026	Jul 28, 2026
Kathmere Capital Management, LLC	History	No change	2,139	639	0.03%	0.03%	531	0	0.0%	Q2 2026	Jul 29, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	2,134	637	0.01%	0.01%	532	0	0.0%	Q2 2026	Jul 17, 2026
DHJJ Financial Advisors, Ltd.	History	No change	2,128	636	0.18%	0.18%	533	0	0.0%	Q2 2026	Jul 24, 2026
Mystic Asset Management, Inc.	History	No change	2,129	636	0.14%	0.14%	534	0	0.0%	Q2 2026	Aug 11, 2026
Congress Park Capital LLC	History	No change	2,115	632	0.17%	0.17%	535	0	0.0%	Q2 2026	Jul 14, 2026
CHRISTINE MESSMER PC	History	No change	2,109	630	0.35%	0.35%	536	0	0.0%	Q2 2026	Jul 23, 2026
CWA Asset Management Group, LLC	History	No change	2,099	627	0.02%	0.02%	537	0	0.0%	Q2 2026	Jul 14, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	History	No change	2,097	626	0.49%	0.49%	538	0	0.0%	Q2 2026	Aug 11, 2026
Ancora Advisors LLC	History	No change	2,096	626	0.01%	0.01%	539	0	0.0%	Q2 2026	Aug 14, 2026
Alta Wealth Advisors LLC	History	No change	2,096	626	0.17%	0.17%	540	0	0.0%	Q2 2026	Jul 30, 2026
HCR Wealth Advisors	History	No change	2,088	624	0.06%	0.06%	541	0	0.0%	Q2 2026	Jul 13, 2026
Wedmont Private Capital	History	Added to	1,980	621	0.01%	0.02%	542	+2	0.1%	Q3 2026	Oct 09, 2026
Simplicity Wealth,LLC	History	No change	2,053	613	0.02%	0.02%	543	0	0.0%	Q2 2026	Aug 06, 2026
WEALTH ALLIANCE, LLC	History	No change	2,040	609	0.05%	0.05%	544	0	0.0%	Q2 2026	Aug 11, 2026
Bulwark Capital Corp	History	No change	2,017	603	0.34%	0.34%	545	0	0.0%	Q2 2026	Jul 06, 2026
Values Added Financial LLC	History	No change	2,012	601	0.22%	0.22%	546	0	0.0%	Q2 2026	Jul 27, 2026
Analyst IMS Investment Management Services Ltd.	History	No change	1,980	592	0.01%	0.01%	547	0	0.0%	Q2 2026	Jul 29, 2026
Finward Bancorp	History	No change	1,974	590	0.45%	0.45%	548	0	0.0%	Q2 2026	Jul 16, 2026
Brookwood Investment Group LLC	History	No change	1,968	588	0.07%	0.07%	549	0	0.0%	Q2 2026	Jul 23, 2026
Goelzer Investment Management, Inc.	History	No change	1,950	583	0.03%	0.03%	550	0	0.0%	Q2 2026	Jul 14, 2026
James Hambro & Partners LLP	History	No change	1,950	583	0.02%	0.02%	551	0	0.0%	Q2 2026	Jul 23, 2026
Joseph P. Lucia & Associates, LLC	History	No change	1,950	583	0.18%	0.18%	552	0	0.0%	Q2 2026	Aug 07, 2026
Winch Advisory Services, LLC	History	No change	1,949	582	0.12%	0.12%	553	0	0.0%	Q2 2026	Aug 06, 2026
Creekside Partners	History	No change	1,946	582	0.21%	0.21%	554	0	0.0%	Q2 2026	Jul 30, 2026
SeaCrest Wealth Management, LLC	History	No change	1,944	581	0.06%	0.06%	555	0	0.0%	Q2 2026	Jul 09, 2026
Tradewinds, LLC.	History	No change	9,434	581	0.13%	0.13%	556	0	0.0%	Q2 2026	Aug 14, 2026
Smith Salley Wealth Management	History	No change	1,936	578	0.03%	0.03%	557	0	0.0%	Q2 2026	Jul 23, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	1,920	574	0.0%	0.0%	558	0	0.0%	Q2 2026	Jul 28, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	No change	1,912	571	0.02%	0.02%	559	0	0.0%	Q2 2026	Jul 21, 2026
MERIDIAN INVESTMENT COUNSEL INC.	History	No change	1,905	569	0.12%	0.12%	560	0	0.0%	Q2 2026	Jul 22, 2026
SNOWWATER INVESTMENT PARTNERS, LLC	History	No change	1,890	565	0.39%	0.39%	561	0	0.0%	Q2 2026	Aug 14, 2026
Pine Valley Investments Ltd Liability Co	History	No change	1,869	558	0.02%	0.02%	562	0	0.0%	Q2 2026	Jul 24, 2026
PDS Planning, Inc	History	No change	1,863	557	0.03%	0.03%	563	0	0.0%	Q2 2026	Aug 05, 2026
RIDGECREST WEALTH PARTNERS, LLC	History	No change	1,860	556	0.27%	0.27%	564	0	0.0%	Q2 2026	Aug 05, 2026
Jefferies Financial Group Inc.	History	No change	1,856	554	0.0%	0.0%	565	0	0.0%	Q2 2026	Aug 17, 2026
Badgley Phelps Wealth Managers, LLC	History	No change	1,846	551	0.01%	0.01%	566	0	0.0%	Q2 2026	Jul 31, 2026
RHODES INVESTMENT ADVISORS INC /ADV	History	Added to	1,740	549	0.39%	0.34%	567	+200	12.99%	Q3 2026	Oct 07, 2026
SHP Wealth Management	History	No change	1,834	548	0.04%	0.04%	568	0	0.0%	Q2 2026	Aug 11, 2026
CAPITAL ADVISORS INC/OK	History	No change	1,823	545	0.01%	0.01%	569	0	0.0%	Q2 2026	Jul 22, 2026
FAS Wealth Partners, Inc.	History	No change	1,825	545	0.03%	0.03%	570	0	0.0%	Q2 2026	Jul 29, 2026
Spire Wealth Management	History	No change	1,824	545	0.02%	0.02%	571	0	0.0%	Q2 2026	Jul 15, 2026
Asset Advisory Group, Inc.	History	No change	1,825	545	0.24%	0.24%	572	0	0.0%	Q2 2026	Jul 09, 2026
Essential Planning, LLC.	History	No change	1,818	543	0.15%	0.15%	573	0	0.0%	Q2 2026	Aug 03, 2026
IFG Advisory, LLC	History	No change	1,809	540	0.02%	0.02%	574	0	0.0%	Q2 2026	Aug 13, 2026
Collaborative Wealth Managment Inc.	History	No change	1,798	537	0.23%	0.23%	575	0	0.0%	Q2 2026	Aug 05, 2026
Financial Futures Ltd Liability Co.	History	No change	1,796	537	0.2%	0.2%	576	0	0.0%	Q2 2026	Jul 27, 2026
Bank of New York Mellon Corp	History	No change	1,786	534	0.0%	0.0%	577	0	0.0%	Q2 2026	Aug 06, 2026
HBW ADVISORY SERVICES LLC	History	No change	1,787	534	0.05%	0.05%	578	0	0.0%	Q2 2026	Jul 16, 2026
WMS Group LLC	History	No change	1,777	531	0.68%	0.68%	579	0	0.0%	Q2 2026	Jul 23, 2026
Aptus Capital Advisors, LLC	History	No change	1,774	530	0.0%	0.0%	580	0	0.0%	Q2 2026	Aug 12, 2026
Stratos Wealth Advisors, LLC	History	No change	1,760	526	0.03%	0.03%	581	0	0.0%	Q2 2026	Aug 11, 2026
Accurate Wealth Management, LLC	History	No change	1,726	523	0.05%	0.05%	582	0	0.0%	Q2 2026	Jul 14, 2026
DAGCO, INC.	History	No change	1,747	522	0.1%	0.1%	583	0	0.0%	Q2 2026	Jul 10, 2026
Manchester Capital Management LLC	History	No change	1,739	519	0.07%	0.07%	584	0	0.0%	Q2 2026	Aug 13, 2026
MAINSAIL ASSET MANAGEMENT, LLC	History	No change	1,711	518	0.2%	0.2%	585	0	0.0%	Q2 2026	Aug 12, 2026
Mascagni Wealth Management, Inc.	History	No change	1,735	518	0.32%	0.32%	586	0	0.0%	Q2 2026	Jul 31, 2026
American Trust	History	No change	1,728	516	0.04%	0.04%	587	0	0.0%	Q2 2026	Aug 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC	History	No change	1,722	514	0.03%	0.03%	588	0	0.0%	Q2 2026	Jul 31, 2026
LAZARI CAPITAL MANAGEMENT, INC.	History	No change	1,709	510	0.16%	0.16%	589	0	0.0%	Q2 2026	Jul 22, 2026
NWAM LLC	History	No change	1,699	508	0.03%	0.03%	590	0	0.0%	Q2 2026	Jul 23, 2026
LexAurum Advisors, LLC	History	No change	1,699	508	0.06%	0.06%	591	0	0.0%	Q2 2026	Jul 15, 2026
WJ Interests, LLC	History	No change	1,690	505	0.19%	0.19%	592	0	0.0%	Q2 2026	Jul 29, 2026
BNP PARIBAS FINANCIAL MARKETS	History	No change	1,687	504	0.0%	0.0%	593	0	0.0%	Q2 2026	Aug 13, 2026
Mutual Advisors, LLC	History	No change	1,687	504	0.01%	0.01%	594	0	0.0%	Q2 2026	Aug 14, 2026
Ifrah Financial Services, Inc.	History	No change	1,678	501	0.12%	0.12%	595	0	0.0%	Q2 2026	Jul 21, 2026
Guardian Capital, LLC	History	No change	1,674	500	0.41%	0.41%	596	0	0.0%	Q2 2026	Aug 07, 2026
PATTEN & PATTEN INC/TN	History	No change	1,671	499	0.03%	0.03%	597	0	0.0%	Q2 2026	Aug 05, 2026
VSM Wealth Advisory, LLC	History	No change	1,672	499	0.13%	0.13%	598	0	0.0%	Q2 2026	Jul 22, 2026
MOLLER WEALTH PARTNERS	History	No change	1,665	497	0.09%	0.09%	599	0	0.0%	Q2 2026	Jul 15, 2026
Van Cleef Asset Management,Inc	History	No change	1,663	497	0.05%	0.05%	600	0	0.0%	Q2 2026	Aug 03, 2026
Grant Private Wealth Management Inc	History	No change	1,664	497	0.21%	0.21%	601	0	0.0%	Q2 2026	Jul 07, 2026
Fiduciary Alliance LLC	History	No change	1,659	496	0.03%	0.03%	602	0	0.0%	Q2 2026	Jul 20, 2026
NOVEM GROUP	History	No change	1,659	495	0.05%	0.05%	603	0	0.0%	Q2 2026	Jul 21, 2026
Apella Capital, LLC	History	Reduced	1,568	494	0.01%	0.01%	604	-246	-13.56%	Q3 2026	Oct 08, 2026
Americana Partners, LLC	History	No change	1,649	493	0.01%	0.01%	605	0	0.0%	Q2 2026	Aug 05, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD	History	No change	1,645	491	0.07%	0.07%	606	0	0.0%	Q2 2026	Jul 24, 2026
Baker Avenue Asset Management, LP	History	No change	1,642	491	0.01%	0.01%	607	0	0.0%	Q2 2026	Jul 28, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	History	No change	1,632	487	0.05%	0.05%	608	0	0.0%	Q2 2026	Jul 09, 2026
Yoder Wealth Management, Inc.	History	No change	1,630	487	0.19%	0.19%	609	0	0.0%	Q2 2026	Jul 22, 2026
LJI Wealth Management, LLC	History	No change	1,631	487	0.07%	0.07%	610	0	0.0%	Q2 2026	Jul 31, 2026
VESTOR CAPITAL, LLC	History	No change	1,865	486	0.03%	0.03%	611	0	0.0%	Q2 2026	Jul 28, 2026
LMG Wealth Partners, LLC	History	No change	1,628	486	0.08%	0.08%	612	0	0.0%	Q2 2026	Aug 12, 2026
Alchemi Wealth, LLC	History	No change	1,620	484	0.23%	0.23%	613	0	0.0%	Q2 2026	Jul 29, 2026
Beacon Financial Advisory LLC	History	No change	1,602	478	0.09%	0.09%	614	0	0.0%	Q2 2026	Aug 05, 2026
Mainstream Capital Management LLC	History	No change	1,596	477	0.29%	0.29%	615	0	0.0%	Q2 2026	Jul 15, 2026
Redhawk Wealth Advisors, Inc.	History	No change	1,587	474	0.05%	0.05%	616	0	0.0%	Q2 2026	Jul 09, 2026
KPP Advisory Services LLC	History	No change	1,583	473	0.06%	0.06%	617	0	0.0%	Q2 2026	Jul 24, 2026
Madson Wealth Advisors Inc	History	No change	1,584	473	0.32%	0.32%	618	0	0.0%	Q2 2026	Jul 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	No change	1,564	467	0.02%	0.02%	619	0	0.0%	Q2 2026	Jul 22, 2026
CHANNEL WEALTH LLC	History	No change	1,561	466	0.1%	0.1%	620	0	0.0%	Q2 2026	Aug 04, 2026
Sageworth Trust Co	History	No change	1,556	465	0.02%	0.02%	621	0	0.0%	Q2 2026	Jul 28, 2026
Coppell Advisory Solutions LLC	History	No change	2,101	465	0.04%	0.04%	622	0	0.0%	Q2 2026	Aug 14, 2026
FINANCIAL CONSULATE, INC	History	No change	1,552	464	0.05%	0.05%	623	0	0.0%	Q2 2026	Jul 23, 2026
Betterment LLC	History	No change	1,546	462	0.0%	0.0%	624	0	0.0%	Q2 2026	Aug 14, 2026
McGinn Penninger Investment Management, Inc.	History	No change	1,539	460	0.28%	0.28%	625	0	0.0%	Q2 2026	Jul 28, 2026
IEQ CAPITAL, LLC	History	No change	1,533	458	0.0%	0.0%	626	0	0.0%	Q2 2026	Aug 11, 2026
WATERS PARKERSON & CO., LLC	History	No change	1,525	455	0.02%	0.02%	627	0	0.0%	Q2 2026	Jul 30, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	History	No change	1,520	454	0.06%	0.06%	628	0	0.0%	Q2 2026	Aug 05, 2026
Wharton Business Group, LLC	History	No change	1,509	451	0.02%	0.02%	629	0	0.0%	Q2 2026	Aug 10, 2026
Resolute Wealth Strategies, LLC	History	No change	1,508	450	0.17%	0.17%	630	0	0.0%	Q2 2026	Aug 12, 2026
Haverford Trust Co	History	No change	1,500	448	0.0%	0.0%	631	0	0.0%	Q2 2026	Aug 12, 2026
Centric Wealth Management	History	No change	1,550	446	0.07%	0.07%	632	0	0.0%	Q2 2026	Aug 06, 2026
Buck Wealth Strategies, LLC	History	No change	1,493	446	0.05%	0.05%	633	0	0.0%	Q2 2026	Jul 30, 2026
BIP Wealth, LLC	History	No change	1,484	443	0.01%	0.01%	634	0	0.0%	Q2 2026	Aug 03, 2026
BALYASNY ASSET MANAGEMENT L.P.	History	No change	1,480	442	0.0%	0.0%	635	0	0.0%	Q2 2026	Aug 14, 2026
First Bancorp, Inc /ME/	History	No change	1,475	441	0.17%	0.17%	636	0	0.0%	Q2 2026	Aug 11, 2026
Chicago Partners Investment Group LLC	History	No change	1,457	441	0.01%	0.01%	637	0	0.0%	Q2 2026	Jul 29, 2026
Maridea Wealth Management LLC	History	No change	1,471	439	0.05%	0.05%	638	0	0.0%	Q2 2026	Aug 06, 2026
American Money Management, LLC	History	No change	1,463	437	0.06%	0.06%	639	0	0.0%	Q2 2026	Aug 13, 2026
Optas, LLC	History	No change	1,463	437	0.06%	0.06%	640	0	0.0%	Q2 2026	Jul 21, 2026
Vise Technologies, Inc.	History	No change	1,462	437	0.0%	0.0%	641	0	0.0%	Q2 2026	Aug 10, 2026
Savvy Advisors, Inc.	History	No change	1,462	437	0.01%	0.01%	642	0	0.0%	Q2 2026	Aug 03, 2026
Cornerstone National Bank & Trust Co	History	No change	1,451	436	0.15%	0.15%	643	0	0.0%	Q2 2026	Jul 21, 2026
Narus Financial Partners, LLC	History	No change	1,452	434	0.11%	0.11%	644	0	0.0%	Q2 2026	Jul 31, 2026
KMG FIDUCIARY PARTNERS, LLC	History	No change	1,453	434	0.04%	0.04%	645	0	0.0%	Q2 2026	Jul 09, 2026
StoneX Group Inc.	History	No change	1,533	433	0.02%	0.02%	646	0	0.0%	Q2 2026	Aug 12, 2026
Joel Isaacson & Co., LLC	History	No change	1,448	433	0.01%	0.01%	647	0	0.0%	Q2 2026	Aug 04, 2026
Greykasell Wealth Strategies, Inc.	History	No change	1,449	433	0.16%	0.16%	648	0	0.0%	Q2 2026	Aug 11, 2026
Kingsview Wealth Management, LLC	History	No change	1,435	429	0.01%	0.01%	649	0	0.0%	Q2 2026	Aug 18, 2026
Round Rock Advisors LLC	History	No change	1,436	429	0.06%	0.06%	650	0	0.0%	Q2 2026	Aug 12, 2026
MUIRFIELD WEALTH ADVISORS LLC	History	No change	1,431	427	0.28%	0.28%	651	0	0.0%	Q2 2026	Aug 07, 2026
Verdence Capital Advisors LLC	History	No change	1,424	425	0.02%	0.02%	652	0	0.0%	Q2 2026	Jul 29, 2026
New Perspectives, Inc	History	No change	1,422	425	0.13%	0.13%	653	0	0.0%	Q2 2026	Jul 22, 2026
Vertex Planning Partners, LLC	History	No change	1,423	425	0.06%	0.06%	654	0	0.0%	Q2 2026	Aug 14, 2026
Financial Insights, Inc.	History	No change	1,417	423	0.11%	0.11%	655	0	0.0%	Q2 2026	Aug 25, 2026
Rehmann Capital Advisory Group	History	No change	1,406	420	0.02%	0.02%	656	0	0.0%	Q2 2026	Aug 20, 2026
Wealthquest Corp	History	No change	1,404	419	0.03%	0.03%	657	0	0.0%	Q2 2026	Jul 23, 2026
CMG Global Holdings, LLC	History	No change	1,404	419	0.18%	0.18%	658	0	0.0%	Q2 2026	Jul 28, 2026
Dorsey & Whitney Trust CO LLC	History	No change	1,400	418	0.02%	0.02%	659	0	0.0%	Q2 2026	Aug 14, 2026
Gateway Wealth Partners, LLC	History	No change	1,396	417	0.03%	0.03%	660	0	0.0%	Q2 2026	Aug 04, 2026
River Wealth Advisors LLC	History	No change	1,394	416	0.04%	0.04%	661	0	0.0%	Q2 2026	Aug 04, 2026
Caldwell Trust Co	History	No change	1,390	415	0.03%	0.03%	662	0	0.0%	Q2 2026	Aug 03, 2026
CENTRAL TRUST Co	History	No change	1,378	412	0.01%	0.01%	663	0	0.0%	Q2 2026	Jul 31, 2026
BCGM Wealth Management, LLC	History	No change	1,377	411	0.09%	0.09%	664	0	0.0%	Q2 2026	Aug 04, 2026
Warwick Investment Management, Inc.	History	No change	1,377	411	0.05%	0.05%	665	0	0.0%	Q2 2026	Jul 31, 2026
DAYMARK WEALTH PARTNERS, LLC	History	No change	1,375	411	0.01%	0.01%	666	0	0.0%	Q2 2026	Jul 31, 2026
SWEENEY & MICHEL, LLC	History	No change	1,318	411	0.11%	0.11%	667	0	0.0%	Q2 2026	Aug 10, 2026
HHM Wealth Advisors, LLC	History	No change	1,365	408	0.04%	0.04%	668	0	0.0%	Q2 2026	Jul 13, 2026
Roble, Belko & Company, Inc	History	No change	1,355	405	0.04%	0.04%	669	0	0.0%	Q2 2026	Jul 24, 2026
Soltis Investment Advisors LLC	History	No change	1,355	405	0.02%	0.02%	670	0	0.0%	Q2 2026	Jul 31, 2026
Sowell Financial Services LLC	History	No change	1,353	404	0.01%	0.01%	671	0	0.0%	Q2 2026	Jul 17, 2026
Independent Family Office, LLC	History	No change	1,350	403	0.16%	0.16%	672	0	0.0%	Q2 2026	Aug 11, 2026
NOESIS CAPITAL MANGEMENT CORP	History	No change	1,344	401	0.05%	0.05%	673	0	0.0%	Q2 2026	Aug 04, 2026
Capital Investment Advisors, LLC	History	No change	1,343	401	0.01%	0.01%	674	0	0.0%	Q2 2026	Aug 06, 2026
EARNED WEALTH ADVISORS, LLC	History	No change	1,344	401	0.03%	0.03%	675	0	0.0%	Q2 2026	Aug 14, 2026
Hoxton Planning & Management, LLC	History	No change	1,344	401	0.1%	0.1%	676	0	0.0%	Q2 2026	Jul 16, 2026
FSM Wealth Advisors, LLC	History	No change	1,336	399	0.04%	0.04%	677	0	0.0%	Q2 2026	Jul 15, 2026
ST GERMAIN D J CO INC	History	No change	1,331	397	0.01%	0.01%	678	0	0.0%	Q2 2026	Jul 21, 2026
Russell Investments Group, Ltd.	History	No change	1,326	396	0.0%	0.0%	679	0	0.0%	Q2 2026	Aug 06, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	History	No change	1,323	395	0.02%	0.02%	680	0	0.0%	Q2 2026	Jul 15, 2026
HUNTINGTON NATIONAL BANK	History	No change	1,317	393	0.0%	0.0%	681	0	0.0%	Q2 2026	Aug 13, 2026
COLLECTIVE FAMILY OFFICE LLC	History	Reduced	1,233	389	0.08%	0.08%	683	-38	-2.99%	Q3 2026	Oct 05, 2026
360 Financial, Inc.	History	No change	1,302	389	0.1%	0.1%	682	0	0.0%	Q2 2026	Aug 11, 2026
Indivisible Partners	History	No change	1,301	389	0.02%	0.02%	684	0	0.0%	Q2 2026	Aug 04, 2026
Summit Place Financial Advisors, LLC	History	No change	1,300	388	0.17%	0.17%	685	0	0.0%	Q2 2026	Jul 29, 2026
AVAII WEALTH MANAGEMENT, LLC	History	No change	1,240	386	0.11%	0.11%	686	0	0.0%	Q3 2026	Oct 09, 2026
Peterson Wealth Advisors, LLC	History	Added to	1,215	383	0.04%	0.04%	687	+3	0.25%	Q3 2026	Oct 08, 2026
Gerber Kawasaki Wealth & Investment Management	History	No change	1,273	380	0.01%	0.01%	688	0	0.0%	Q2 2026	Aug 07, 2026
DV Trading LLC	History	No change	1,263	377	0.01%	0.01%	689	0	0.0%	Q2 2026	Aug 14, 2026
Chemistry Wealth Management LLC	History	No change	1,261	377	0.06%	0.06%	690	0	0.0%	Q2 2026	Jul 09, 2026
SEARLE & CO.	History	No change	1,260	376	0.08%	0.08%	691	0	0.0%	Q2 2026	Jul 27, 2026
Pines Wealth Management, LLC	History	No change	1,259	376	0.11%	0.11%	692	0	0.0%	Q2 2026	Jul 22, 2026
AIRE ADVISORS, LLC	History	No change	1,254	375	0.06%	0.06%	693	0	0.0%	Q2 2026	Aug 14, 2026
Nvest Financial, LLC	History	No change	1,257	375	0.12%	0.12%	694	0	0.0%	Q2 2026	Jul 30, 2026
Ballentine Partners, LLC	History	No change	1,241	371	0.0%	0.0%	695	0	0.0%	Q2 2026	Jul 17, 2026
Hills Bank & Trust Co	History	No change	1,239	370	0.02%	0.02%	696	0	0.0%	Q2 2026	Aug 10, 2026
Glass Jacobson Investment Advisors llc	History	No change	1,238	370	0.12%	0.12%	697	0	0.0%	Q2 2026	Jul 30, 2026
STABLEFORD CAPITAL II LLC	History	Reduced	1,167	368	0.13%	0.13%	698	-66	-5.35%	Q3 2026	Oct 08, 2026
FRANKLIN RESOURCES INC	History	No change	1,229	367	0.0%	0.0%	699	0	0.0%	Q2 2026	Aug 13, 2026
Atlantic Union Bankshares Corp	History	No change	1,226	366	0.01%	0.01%	700	0	0.0%	Q2 2026	Aug 11, 2026
Summit Asset Management, LLC	History	No change	1,227	366	0.05%	0.05%	701	0	0.0%	Q2 2026	Aug 06, 2026
Brick & Kyle, Associates	History	No change	1,339	364	0.12%	0.12%	702	0	0.0%	Q2 2026	Aug 06, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC	History	No change	1,213	362	0.02%	0.02%	703	0	0.0%	Q2 2026	Jul 21, 2026
TWO SIGMA SECURITIES, LLC	History	No change	1,213	362	0.03%	0.03%	704	0	0.0%	Q2 2026	Aug 14, 2026
DF DENT & CO INC	History	No change	1,204	360	0.01%	0.01%	705	0	0.0%	Q2 2026	Aug 14, 2026
HighPoint Advisor Group LLC	History	No change	1,204	360	0.01%	0.01%	706	0	0.0%	Q2 2026	Aug 05, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	No change	1,206	360	0.01%	0.01%	707	0	0.0%	Q2 2026	Aug 14, 2026
Shepherd Financial Partners LLC	History	No change	1,201	359	0.03%	0.03%	708	0	0.0%	Q2 2026	Aug 10, 2026
Grant Street Asset Management, Inc.	History	No change	1,199	358	0.06%	0.06%	709	0	0.0%	Q2 2026	Aug 05, 2026
Chesley Taft & Associates LLC	History	No change	1,195	357	0.01%	0.01%	710	0	0.0%	Q2 2026	Jul 08, 2026
GSG Advisors LLC	History	No change	1,194	357	0.08%	0.08%	711	0	0.0%	Q2 2026	Aug 13, 2026
Prostatis Group LLC	History	No change	1,189	355	0.08%	0.08%	712	0	0.0%	Q2 2026	Aug 14, 2026
ASPIRIANT, LLC	History	No change	1,185	354	0.01%	0.01%	713	0	0.0%	Q2 2026	Jul 20, 2026
Carson Advisory Inc.	History	No change	1,187	354	0.16%	0.16%	714	0	0.0%	Q2 2026	Aug 11, 2026
Birchcreek Wealth Management, LLC	History	No change	1,183	353	0.14%	0.14%	715	0	0.0%	Q2 2026	Aug 06, 2026
Insight Advisors, LLC/ PA	History	No change	1,171	350	0.06%	0.06%	716	0	0.0%	Q2 2026	Aug 05, 2026
Fearless Solutions, LLC dba Best Invest	History	No change	1,168	349	0.18%	0.18%	717	0	0.0%	Q2 2026	Jul 21, 2026
Ballew Advisors, Inc	History	No change	1,115	347	0.17%	0.18%	718	0	0.0%	Q3 2026	Oct 05, 2026
Signature Equity Partners, LLC	History	No change	1,158	346	0.16%	0.16%	719	0	0.0%	Q2 2026	Jul 30, 2026
MOSAIC FINANCIAL GROUP, LLC	History	No change	1,154	345	0.22%	0.22%	720	0	0.0%	Q2 2026	Aug 13, 2026
Hanson & Doremus Investment Management	History	No change	1,149	344	0.04%	0.04%	721	0	0.0%	Q2 2026	Jul 29, 2026
PANORAMIC INVESTMENT ADVISORS, LLC	History	No change	1,149	343	0.16%	0.16%	722	0	0.0%	Q2 2026	Aug 13, 2026
Strategic Investment Solutions, Inc. /IL	History	No change	1,142	341	0.08%	0.08%	723	0	0.0%	Q2 2026	Jul 08, 2026
HARMONY ASSET MANAGEMENT LLC	History	No change	1,143	341	0.09%	0.09%	724	0	0.0%	Q2 2026	Jul 20, 2026
Compass Advisory Group LLC	History	No change	1,134	339	0.08%	0.08%	725	0	0.0%	Q2 2026	Aug 11, 2026
ALM First Financial Advisors, LLC	History	No change	1,389	338	0.06%	0.06%	726	0	0.0%	Q2 2026	Jul 10, 2026
Range Advisory, LLC	History	No change	1,132	338	0.04%	0.04%	727	0	0.0%	Q2 2026	Sep 02, 2026
HM PAYSON & CO	History	No change	1,128	337	0.0%	0.0%	728	0	0.0%	Q2 2026	Jul 17, 2026
LaSalle St. Investment Advisors, LLC	History	No change	1,129	337	0.04%	0.04%	729	0	0.0%	Q2 2026	Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC	History	No change	1,126	336	0.01%	0.01%	730	0	0.0%	Q2 2026	Jul 14, 2026
Evolution Wealth Advisors, LLC	History	No change	1,125	336	0.04%	0.04%	731	0	0.0%	Q2 2026	Jul 29, 2026
Mission Creek Capital Partners, Inc.	History	No change	1,126	336	0.06%	0.06%	732	0	0.0%	Q2 2026	Aug 14, 2026
Salus Financial Advisors, LLC	History	No change	1,126	336	0.17%	0.17%	733	0	0.0%	Q2 2026	Aug 06, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	1,119	334	0.01%	0.01%	734	0	0.0%	Q2 2026	Aug 06, 2026
Canvas Wealth Advisors, LLC	History	No change	1,115	333	0.05%	0.05%	735	0	0.0%	Q2 2026	Jul 10, 2026
CHOREO, LLC	History	No change	1,113	332	0.0%	0.0%	736	0	0.0%	Q2 2026	Aug 04, 2026
Strategic Blueprint, LLC	History	No change	1,112	332	0.02%	0.02%	737	0	0.0%	Q2 2026	Jul 23, 2026
Coastal Bridge Advisors, LLC	History	No change	1,109	331	0.02%	0.02%	738	0	0.0%	Q2 2026	Aug 17, 2026
Keystone Financial Group	History	No change	1,110	331	0.02%	0.02%	739	0	0.0%	Q2 2026	Jul 29, 2026
Greenhouse Wealth Management, LLC	History	No change	1,108	331	0.23%	0.23%	740	0	0.0%	Q2 2026	Aug 06, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC	History	Reduced	1,047	330	0.21%	0.19%	744	-3	-0.29%	Q3 2026	Oct 07, 2026
Csenge Advisory Group	History	No change	1,106	330	0.01%	0.01%	741	0	0.0%	Q2 2026	Aug 10, 2026
MATRIX PRIVATE CAPITAL GROUP LLC	History	No change	1,106	330	0.14%	0.14%	742	0	0.0%	Q2 2026	Aug 14, 2026
Park Edge Advisors, LLC	History	No change	1,104	330	0.07%	0.07%	743	0	0.0%	Q2 2026	Jul 10, 2026
Monetary Solutions, Ltd	History	No change	1,104	330	0.28%	0.28%	745	0	0.0%	Q2 2026	Jul 23, 2026
Capital Squared Financial LLC	History	No change	1,103	329	0.22%	0.22%	746	0	0.0%	Q2 2026	Jul 21, 2026
AMG National Trust Bank	History	No change	1,100	328	0.01%	0.01%	747	0	0.0%	Q2 2026	Aug 06, 2026
Belvedere Trading LLC	History	No change	1,100	328	0.0%	0.0%	748	0	0.0%	Q2 2026	Jul 31, 2026
Private Advisory Group LLC	History	No change	1,098	328	0.02%	0.02%	749	0	0.0%	Q2 2026	Aug 06, 2026
OARSMAN CAPITAL, INC.	History	No change	1,095	327	0.03%	0.03%	750	0	0.0%	Q2 2026	Aug 07, 2026
DUTCH ASSET Corp	History	No change	1,095	327	0.16%	0.16%	751	0	0.0%	Q2 2026	Aug 10, 2026
Blankinship & Foster, LLC	History	No change	1,091	326	0.07%	0.07%	752	0	0.0%	Q2 2026	Jul 30, 2026
Black Diamond Financial, LLC	History	No change	1,091	326	0.03%	0.03%	753	0	0.0%	Q2 2026	Aug 04, 2026
Peregrine Asset Advisers, Inc.	History	No change	1,084	324	0.07%	0.07%	754	0	0.0%	Q2 2026	Aug 10, 2026
Procyon Advisors, LLC	History	No change	1,086	324	0.01%	0.01%	755	0	0.0%	Q2 2026	Jul 09, 2026
Gainplan LLC	History	No change	1,024	323	0.13%	0.12%	756	0	0.0%	Q3 2026	Oct 08, 2026
Ironsides Asset Advisors, LLC	History	No change	1,075	321	0.08%	0.08%	757	0	0.0%	Q2 2026	Aug 12, 2026
Callahan Advisors, LLC	History	No change	1,066	318	0.02%	0.02%	758	0	0.0%	Q2 2026	Aug 03, 2026
ALEXANDER LABRUNERIE & CO., INC.	History	No change	1,061	317	0.11%	0.11%	759	0	0.0%	Q2 2026	Aug 03, 2026
Guardian Asset Advisors, LLC	History	No change	1,059	316	0.15%	0.15%	760	0	0.0%	Q2 2026	Jul 21, 2026
Innovative Wealth Building LLC	History	No change	1,053	315	0.18%	0.18%	761	0	0.0%	Q2 2026	Jul 23, 2026
Legacy Edge Advisors, LLC	History	No change	1,055	315	0.03%	0.03%	762	0	0.0%	Q2 2026	Aug 11, 2026
McAdam, LLC	History	No change	1,047	313	0.01%	0.01%	763	0	0.0%	Q2 2026	Aug 04, 2026
Upper Left Wealth Management, LLC	History	No change	1,050	313	0.17%	0.17%	764	0	0.0%	Q2 2026	Jul 14, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC	History	No change	1,044	312	0.04%	0.04%	765	0	0.0%	Q2 2026	Aug 11, 2026
Berger Financial Group, Inc	History	No change	1,042	311	0.02%	0.02%	766	0	0.0%	Q2 2026	Aug 04, 2026
Octavia Wealth Advisors, LLC	History	No change	1,042	311	0.03%	0.03%	767	0	0.0%	Q2 2026	Jul 14, 2026
Faithward Advisors, LLC	History	No change	1,037	310	0.04%	0.04%	768	0	0.0%	Q2 2026	Aug 12, 2026
Pacific Asset Management, LLC	History	No change	1,038	310	0.15%	0.15%	769	0	0.0%	Q2 2026	Jul 27, 2026
CoreCap Advisors, LLC	History	Reduced	979	309	0.01%	0.01%	772	-103	-9.52%	Q3 2026	Oct 08, 2026
NorthCoast Asset Management LLC	History	No change	1,034	309	0.01%	0.01%	770	0	0.0%	Q2 2026	Aug 12, 2026
Capital Square, LLC	History	No change	1,018	309	0.14%	0.14%	771	0	0.0%	Q2 2026	Aug 12, 2026
B. Riley Wealth Advisors, Inc.	History	No change	1,020	308	0.02%	0.02%	773	0	0.0%	Q2 2026	Jul 14, 2026
Glen Eagle Advisors, LLC	History	No change	1,032	308	0.04%	0.04%	774	0	0.0%	Q2 2026	Aug 14, 2026
Bridgewater Advisors Inc.	History	No change	1,010	307	0.02%	0.02%	775	0	0.0%	Q2 2026	Aug 05, 2026
MN Wealth Advisors, LLC	History	No change	1,027	307	0.13%	0.13%	776	0	0.0%	Q2 2026	Jul 23, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	History	No change	1,030	307	0.04%	0.04%	777	0	0.0%	Q2 2026	Aug 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC	History	No change	1,026	306	0.01%	0.01%	778	0	0.0%	Q2 2026	Aug 11, 2026
Rossmore Private Capital	History	No change	1,025	306	0.02%	0.02%	779	0	0.0%	Q2 2026	Jul 31, 2026
Passive Capital Management, LLC.	History	No change	1,063	305	0.1%	0.1%	780	0	0.0%	Q2 2026	Aug 10, 2026
Compass Financial Group, INC/SD	History	No change	1,017	304	0.03%	0.03%	781	0	0.0%	Q2 2026	Aug 04, 2026
KLCM Advisors, Inc.	History	No change	1,004	300	0.02%	0.02%	782	0	0.0%	Q2 2026	Aug 06, 2026
ProVise Management Group, LLC	History	No change	1,000	299	0.02%	0.02%	783	0	0.0%	Q2 2026	Aug 03, 2026
Vanguard Capital Wealth Advisors	History	No change	1,000	299	0.2%	0.2%	784	0	0.0%	Q2 2026	Jul 23, 2026
1900 WEALTH MANAGEMENT LLC	History	No change	1,000	299	0.02%	0.02%	785	0	0.0%	Q2 2026	Aug 04, 2026
Wilson & Boucher Capital Management, LLC	History	No change	1,000	299	0.18%	0.18%	786	0	0.0%	Q2 2026	Aug 18, 2026
LEE DANNER & BASS INC	History	No change	999	298	0.02%	0.02%	787	0	0.0%	Q2 2026	Jul 21, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	996	297	0.02%	0.02%	788	0	0.0%	Q2 2026	Jul 07, 2026
AMERICAN NATIONAL BANK & TRUST	History	No change	935	295	0.03%	0.02%	789	0	0.0%	Q3 2026	Oct 07, 2026
SIGNATUREFD, LLC	History	No change	988	295	0.0%	0.0%	790	0	0.0%	Q2 2026	Jul 23, 2026
Lansing Street Advisors	History	No change	988	295	0.06%	0.06%	791	0	0.0%	Q2 2026	Jul 24, 2026
Hardin Capital Partners, LLC	History	Added to	930	294	0.14%	0.13%	793	+15	1.64%	Q3 2026	Oct 08, 2026
SONATA CAPITAL GROUP INC	History	No change	985	294	0.09%	0.09%	792	0	0.0%	Q2 2026	Jul 24, 2026
Carnegie Investment Counsel	History	No change	980	293	0.01%	0.01%	794	0	0.0%	Q2 2026	Jul 30, 2026
Clark Capital Management Group, Inc.	History	No change	977	292	0.0%	0.0%	795	0	0.0%	Q2 2026	Aug 11, 2026
Trilogy Capital Inc.	History	No change	973	290	0.01%	0.01%	796	0	0.0%	Q2 2026	Jul 02, 2026
Hobart Private Capital, LLC	History	No change	968	289	0.05%	0.05%	797	0	0.0%	Q2 2026	Jul 06, 2026
Baltimore-Washington Financial Advisors, Inc.	History	No change	960	287	0.01%	0.01%	798	0	0.0%	Q2 2026	Aug 13, 2026
Castle Rock Wealth Management, LLC	History	Added to	915	286	0.05%	0.05%	800	+2	0.22%	Q3 2026	Oct 09, 2026
Advisory Alpha, LLC	History	No change	958	286	0.01%	0.01%	799	0	0.0%	Q2 2026	Aug 11, 2026
SageGuard Financial Group, LLC	History	No change	958	286	0.04%	0.04%	801	0	0.0%	Q2 2026	Jul 27, 2026
Miller Financial Services LLC	History	No change	958	286	0.23%	0.23%	802	0	0.0%	Q2 2026	Jul 29, 2026
Compound Planning, Inc.	History	No change	953	285	0.01%	0.01%	803	0	0.0%	Q2 2026	Aug 04, 2026
BLUEDOOR PRIVATE WEALTH, LLC	History	No change	955	285	0.12%	0.12%	804	0	0.0%	Q2 2026	Jul 16, 2026
EverSource Wealth Advisors, LLC	History	No change	951	284	0.01%	0.01%	805	0	0.0%	Q2 2026	Jul 24, 2026
Legacy Advisors, LLC	History	No change	949	283	0.03%	0.03%	806	0	0.0%	Q2 2026	Jul 24, 2026
ROCKLAND TRUST CO	History	No change	894	282	0.01%	0.01%	807	0	0.0%	Q3 2026	Oct 05, 2026
FISCHER INVESTMENT STRATEGIES, LLC	History	No change	946	282	0.13%	0.13%	808	0	0.0%	Q2 2026	Jul 24, 2026
Journey Advisory Group, LLC	History	No change	941	281	0.02%	0.02%	809	0	0.0%	Q2 2026	Aug 04, 2026
Mesirow Financial Investment Management, Inc.	History	No change	938	280	0.0%	0.0%	810	0	0.0%	Q2 2026	Jul 22, 2026
Ashton Thomas Private Wealth, LLC	History	No change	936	280	0.01%	0.01%	811	0	0.0%	Q2 2026	Jul 29, 2026
JIM SAULNIER & ASSOCIATES, LLC	History	No change	940	280	0.11%	0.11%	812	0	0.0%	Q2 2026	Jul 28, 2026
NorthRock Partners, LLC	History	No change	936	279	0.0%	0.0%	813	0	0.0%	Q2 2026	Aug 11, 2026
D.B. Root & Company, LLC	History	No change	932	278	0.06%	0.06%	814	0	0.0%	Q2 2026	Aug 13, 2026
Smartleaf Asset Management LLC	History	No change	916	277	0.01%	0.01%	815	0	0.0%	Q2 2026	Aug 12, 2026
Lynx Investment Advisory	History	No change	929	277	0.09%	0.09%	816	0	0.0%	Q2 2026	Jul 27, 2026
SPIREPOINT PRIVATE CLIENT, LLC	History	No change	925	276	0.02%	0.02%	817	0	0.0%	Q2 2026	Aug 05, 2026
Sankala Group LLC	History	No change	860	274	0.18%	0.18%	818	0	0.0%	Q2 2026	Aug 18, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	History	No change	915	273	0.07%	0.07%	819	0	0.0%	Q2 2026	Jul 28, 2026
Burford Brothers, Inc.	History	No change	916	273	0.1%	0.1%	820	0	0.0%	Q2 2026	Jul 28, 2026
RITHOLTZ WEALTH MANAGEMENT	History	No change	910	272	0.0%	0.0%	821	0	0.0%	Q2 2026	Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	No change	912	272	0.0%	0.0%	822	0	0.0%	Q2 2026	Aug 14, 2026
TSFG, LLC	History	No change	911	272	0.03%	0.03%	823	0	0.0%	Q2 2026	Jul 23, 2026
REGIONS FINANCIAL CORP	History	No change	908	271	0.0%	0.0%	824	0	0.0%	Q2 2026	Aug 10, 2026
SEAMOUNT FINANCIAL GROUP INC	History	No change	906	270	0.11%	0.11%	825	0	0.0%	Q2 2026	Jul 24, 2026
NavPoint Financial, Inc.	History	No change	900	269	0.1%	0.1%	826	0	0.0%	Q2 2026	Jul 23, 2026
Evanson Financial, LLC	History	No change	901	269	0.01%	0.01%	827	0	0.0%	Q2 2026	Jul 07, 2026
SEI INVESTMENTS CO	History	No change	897	268	0.0%	0.0%	828	0	0.0%	Q2 2026	Aug 14, 2026
TME FINANCIAL, INC.	History	No change	897	268	0.17%	0.17%	829	0	0.0%	Q2 2026	Jul 23, 2026
Planned Solutions, Inc.	History	No change	895	267	0.08%	0.08%	830	0	0.0%	Q2 2026	Jul 13, 2026
Calder Financial LLC	History	No change	883	263	0.25%	0.25%	831	0	0.0%	Q2 2026	Jul 07, 2026
Crumly & Associates Inc.	History	New	826	261	0.05%	—	834	+826	New	Q3 2026	Oct 07, 2026
TCV Trust & Wealth Management, Inc.	History	No change	876	261	0.02%	0.02%	832	0	0.0%	Q2 2026	Jul 24, 2026
LOM Asset Management Ltd	History	No change	876	261	0.07%	0.07%	833	0	0.0%	Q2 2026	Aug 04, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC	History	No change	869	259	0.01%	0.01%	835	0	0.0%	Q2 2026	Jul 17, 2026
Financial Partners Group, Inc	History	No change	869	259	0.03%	0.03%	836	0	0.0%	Q2 2026	Jul 23, 2026
TD PRIVATE CLIENT WEALTH LLC	History	No change	856	255	0.0%	0.0%	837	0	0.0%	Q2 2026	Aug 04, 2026
Next Level Wealth Planning, LLC	History	No change	853	255	0.11%	0.11%	838	0	0.0%	Q2 2026	Jul 30, 2026
NAPLES GLOBAL ADVISORS, LLC	History	No change	850	254	0.02%	0.02%	839	0	0.0%	Q2 2026	Jul 23, 2026
Solutions 4 Wealth, Ltd	History	No change	850	254	0.33%	0.33%	840	0	0.0%	Q2 2026	Jul 29, 2026
Midwest Trust Co	History	No change	851	254	0.0%	0.0%	841	0	0.0%	Q2 2026	Aug 04, 2026
SMITH, MOORE & CO.	History	No change	848	253	0.02%	0.02%	842	0	0.0%	Q2 2026	Aug 12, 2026
MRWM Advisors, LLC	History	No change	847	253	0.1%	0.1%	843	0	0.0%	Q2 2026	Jul 28, 2026
FIRST NATIONAL TRUST CO	History	No change	845	252	0.01%	0.01%	844	0	0.0%	Q2 2026	Jul 30, 2026
BLB&B Advisors, LLC	History	No change	843	252	0.01%	0.01%	845	0	0.0%	Q2 2026	Aug 05, 2026
Parkside Financial Bank & Trust	History	No change	845	252	0.02%	0.02%	846	0	0.0%	Q2 2026	Sep 04, 2026
PRUDENT INVESTORS NETWORK, INC.	History	No change	846	252	0.05%	0.05%	847	0	0.0%	Q2 2026	Aug 13, 2026
Beacon Capital Management, LLC	History	No change	845	252	0.04%	0.04%	848	0	0.0%	Q2 2026	Jul 29, 2026
Columbia Asset Management	History	No change	840	251	0.04%	0.04%	849	0	0.0%	Q2 2026	Jul 21, 2026
Hikari Power Ltd	History	No change	840	251	0.03%	0.03%	850	0	0.0%	Q2 2026	Aug 06, 2026
Advisor OS, LLC	History	No change	842	251	0.02%	0.02%	851	0	0.0%	Q2 2026	Aug 05, 2026
Red Door Wealth Management, LLC	History	No change	842	251	0.02%	0.02%	852	0	0.0%	Q2 2026	Jul 13, 2026
Helium Advisors LLC	History	No change	840	251	0.21%	0.21%	853	0	0.0%	Q2 2026	Aug 11, 2026
Prosperity Consulting Group, LLC	History	No change	833	249	0.01%	0.01%	854	0	0.0%	Q2 2026	Aug 13, 2026
Next Level Private LLC	History	No change	829	247	0.05%	0.05%	855	0	0.0%	Q2 2026	Jul 09, 2026
AdvisorNet Financial, Inc	History	No change	824	246	0.01%	0.01%	856	0	0.0%	Q2 2026	Jul 23, 2026
Resolute Advisors LLC	History	No change	821	245	0.06%	0.06%	857	0	0.0%	Q2 2026	Aug 14, 2026
Kapstone Financial Advisors LLC	History	No change	818	244	0.1%	0.1%	858	0	0.0%	Q2 2026	Aug 07, 2026
DWM Financial Group, Inc.	History	No change	846	243	0.22%	0.22%	859	0	0.0%	Q2 2026	Aug 14, 2026
Geneos Wealth Management Inc.	History	No change	815	243	0.0%	0.0%	860	0	0.0%	Q2 2026	Aug 06, 2026
Redwood Financial Network Corp	History	No change	812	242	0.13%	0.13%	861	0	0.0%	Q2 2026	Aug 07, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC	History	No change	808	241	0.02%	0.02%	862	0	0.0%	Q2 2026	Jul 27, 2026
Kera Capital Partners, Inc.	History	No change	808	241	0.02%	0.02%	863	0	0.0%	Q2 2026	Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC	History	No change	799	238	0.01%	0.01%	864	0	0.0%	Q2 2026	Jul 31, 2026
Lafayette Investments, Inc.	History	No change	797	238	0.04%	0.04%	865	0	0.0%	Q2 2026	Aug 11, 2026
True Link Financial Advisors, LLC	History	No change	798	238	0.01%	0.01%	866	0	0.0%	Q2 2026	Jul 31, 2026
Sterling Investment Counsel, LLC	History	No change	790	236	0.06%	0.06%	867	0	0.0%	Q2 2026	Jul 20, 2026
Evercore Wealth Management, LLC	History	No change	788	235	0.0%	0.0%	868	0	0.0%	Q2 2026	Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC	History	No change	782	233	0.01%	0.01%	869	0	0.0%	Q2 2026	Aug 05, 2026
Comprehensive Financial Planning, Inc./PA	History	No change	781	233	0.12%	0.12%	870	0	0.0%	Q2 2026	Aug 10, 2026
BESSEMER GROUP INC	History	No change	774	231	0.0%	0.0%	871	0	0.0%	Q2 2026	Aug 12, 2026
Physician Wealth Advisors, Inc.	History	No change	773	231	0.03%	0.03%	872	0	0.0%	Q2 2026	Jul 20, 2026
Independent Wealth Network Inc.	History	No change	775	231	0.06%	0.06%	873	0	0.0%	Q2 2026	Jul 20, 2026
Summit Financial Strategies, Inc.	History	No change	771	230	0.02%	0.02%	874	0	0.0%	Q2 2026	Jul 24, 2026
FORONJY FINANCIAL LLC	History	No change	771	230	0.08%	0.08%	875	0	0.0%	Q2 2026	Jul 23, 2026
SAWGRASS ASSET MANAGEMENT LLC	History	No change	765	228	0.03%	0.03%	876	0	0.0%	Q2 2026	Jul 29, 2026
A. D. Beadell Investment Counsel, Inc.	History	No change	760	227	0.15%	0.15%	877	0	0.0%	Q2 2026	Jul 15, 2026
American Institute for Advanced Investment Management, LLP	History	No change	759	226	0.13%	0.13%	878	0	0.0%	Q2 2026	Jul 21, 2026
MPWM ADVISORY SOLUTIONS, LLC	History	No change	754	225	0.1%	0.1%	879	0	0.0%	Q2 2026	Aug 13, 2026
UMB Bank, n.a.	History	No change	746	223	0.0%	0.0%	880	0	0.0%	Q2 2026	Aug 13, 2026
Calamos Wealth Management LLC	History	No change	749	223	0.01%	0.01%	881	0	0.0%	Q2 2026	Jul 31, 2026
Heritage Trust Co	History	No change	740	221	0.02%	0.02%	882	0	0.0%	Q2 2026	Aug 06, 2026
Compass Financial Group, Inc. (Ohio)	History	No change	742	221	0.15%	0.15%	883	0	0.0%	Q2 2026	Aug 12, 2026
Riverpoint Wealth Management Holdings, LLC	History	No change	736	220	0.04%	0.04%	884	0	0.0%	Q2 2026	Jul 27, 2026
Flagship Private Wealth, LLC	History	No change	721	215	0.08%	0.08%	885	0	0.0%	Q2 2026	Aug 04, 2026
BlueStem Wealth Partners, LLC	History	No change	720	215	0.02%	0.02%	886	0	0.0%	Q2 2026	Aug 11, 2026
EQUITABLE TRUST CO	History	No change	718	214	0.01%	0.01%	887	0	0.0%	Q2 2026	Jul 23, 2026
Somerset Trust Co	History	No change	717	214	0.06%	0.06%	888	0	0.0%	Q2 2026	Jul 06, 2026
Waterloo Capital, L.P.	History	No change	718	214	0.01%	0.01%	889	0	0.0%	Q2 2026	Jul 29, 2026
Briaud Financial Planning Inc	History	No change	716	214	0.06%	0.06%	890	0	0.0%	Q2 2026	Jul 30, 2026
DECISION INVESTMENTS, INC	History	No change	680	214	0.19%	0.18%	891	0	0.0%	Q3 2026	Oct 07, 2026
Dickmeyer Boyce Financial Management, Inc.	History	Reduced	674	213	0.11%	0.12%	892	-78	-10.37%	Q3 2026	Oct 08, 2026
Bell Bank	History	No change	710	212	0.01%	0.01%	893	0	0.0%	Q2 2026	Jul 15, 2026
Aurora Private Wealth, Inc.	History	No change	710	212	0.13%	0.13%	894	0	0.0%	Q2 2026	Jul 21, 2026
MBL Wealth, LLC	History	No change	707	211	0.01%	0.01%	895	0	0.0%	Q2 2026	Jul 15, 2026
JB Capital LLC	History	No change	704	210	0.01%	0.01%	896	0	0.0%	Q2 2026	Jul 29, 2026
FIRST FINANCIAL BANKSHARES INC	History	No change	701	209	0.0%	0.0%	897	0	0.0%	Q2 2026	Aug 11, 2026
Poehling Capital Management, INC.	History	No change	700	209	0.04%	0.04%	898	0	0.0%	Q2 2026	Jul 20, 2026
Larson Financial Group LLC	History	No change	700	209	0.01%	0.01%	899	0	0.0%	Q2 2026	Aug 14, 2026
All Terrain Financial Advisors, LLC	History	No change	700	209	0.03%	0.03%	900	0	0.0%	Q2 2026	Aug 11, 2026
VeraBank, N.A.	History	No change	700	209	0.03%	0.03%	901	0	0.0%	Q2 2026	Aug 05, 2026
LifeSteps Financial, Inc.	History	No change	693	207	0.1%	0.1%	902	0	0.0%	Q2 2026	Jul 17, 2026
Kelman-Lazarov, Inc.	History	No change	690	206	0.03%	0.03%	903	0	0.0%	Q2 2026	Aug 10, 2026
DELTA FINANCIAL ADVISORS LLC	History	No change	692	206	0.05%	0.05%	904	0	0.0%	Q2 2026	Aug 05, 2026
Prasad Wealth Partners, LLC	History	No change	690	206	0.05%	0.05%	905	0	0.0%	Q2 2026	Jul 29, 2026
Investment Research Partners LLC	History	No change	690	206	0.07%	0.07%	906	0	0.0%	Q2 2026	Aug 04, 2026
Avail Investment Partners, LLC	History	No change	690	206	0.16%	0.16%	907	0	0.0%	Q2 2026	Jul 31, 2026
RVW Wealth, LLC	History	Reduced	651	205	0.01%	0.01%	909	-99	-13.2%	Q3 2026	Oct 06, 2026
WEATHERLY ASSET MANAGEMENT L. P.	History	No change	689	205	0.01%	0.01%	908	0	0.0%	Q2 2026	Jul 20, 2026
Cypress Wealth Services, LLC	History	No change	684	204	0.03%	0.03%	910	0	0.0%	Q2 2026	Jul 10, 2026
Strategic Wealth Advisors LLC	History	No change	710	204	0.17%	0.17%	911	0	0.0%	Q2 2026	Aug 07, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	683	204	0.02%	0.02%	912	0	0.0%	Q2 2026	Aug 13, 2026
TENET WEALTH PARTNERS, LLC	History	No change	663	203	0.15%	0.15%	913	0	0.0%	Q2 2026	Aug 07, 2026
BCM ADVISORS, LLC	History	No change	661	201	0.04%	0.04%	914	0	0.0%	Q2 2026	Jul 28, 2026
Perennial Investment Advisors, LLC	History	No change	674	201	0.01%	0.01%	915	0	0.0%	Q2 2026	Aug 14, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC	History	No change	675	201	0.02%	0.02%	916	0	0.0%	Q2 2026	Jul 20, 2026
Prosperitas Financial LLC	History	No change	675	201	0.06%	0.06%	917	0	0.0%	Q2 2026	Aug 19, 2026
Montecito Bank & Trust	History	New	635	200	0.03%	—	920	+635	New	Q3 2026	Oct 01, 2026
Linscomb Wealth, Inc.	History	No change	670	200	0.01%	0.01%	918	0	0.0%	Q2 2026	Jul 31, 2026
JMG Financial Group, Ltd.	History	No change	670	200	0.0%	0.0%	919	0	0.0%	Q2 2026	Jul 31, 2026
Ritter Daniher Financial Advisory LLC / DE	History	No change	661	197	0.03%	0.03%	921	0	0.0%	Q2 2026	Jul 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	640	192	0.01%	0.01%	922	0	0.0%	Q2 2026	Jul 22, 2026
Blue Trust, Inc.	History	No change	610	182	0.0%	0.0%	923	0	0.0%	Q2 2026	Jul 21, 2026
Steigerwald, Gordon & Koch Inc.	History	No change	603	180	0.02%	0.02%	924	0	0.0%	Q2 2026	Jul 22, 2026
Progressive Investment Management Corp	History	No change	600	179	0.04%	0.04%	925	0	0.0%	Q2 2026	Aug 04, 2026
BAYBAN	History	No change	586	175	0.13%	0.13%	926	0	0.0%	Q2 2026	Jul 30, 2026
VAQUERO PRIVATE WEALTH, LTD	History	No change	579	173	0.04%	0.04%	927	0	0.0%	Q2 2026	Jul 17, 2026
Godfrey Financial Associates, Inc.	History	No change	570	170	0.13%	0.13%	928	0	0.0%	Q2 2026	Aug 11, 2026
S.A. Mason LLC	History	No change	564	168	0.05%	0.05%	929	0	0.0%	Q2 2026	Jul 31, 2026
Sunrise Financial Services, LLC	History	No change	554	165	0.1%	0.1%	930	0	0.0%	Q2 2026	Aug 12, 2026
Rice Partnership, LLC	History	No change	548	163	0.02%	0.02%	931	0	0.0%	Q2 2026	Jul 29, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	542	162	0.0%	0.0%	932	0	0.0%	Q2 2026	Aug 12, 2026
Stelac Advisory Services LLC	History	No change	531	158	0.03%	0.03%	933	0	0.0%	Q2 2026	Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC	History	No change	521	155	0.03%	0.03%	934	0	0.0%	Q2 2026	Jul 15, 2026
Heritage Wealth Advisors	History	No change	512	153	0.01%	0.01%	935	0	0.0%	Q2 2026	Aug 14, 2026
Armor Investment Advisors, LLC	History	No change	515	153	0.05%	0.05%	936	0	0.0%	Q2 2026	Aug 04, 2026
Ramirez Asset Management, Inc.	History	No change	510	152	0.02%	0.02%	937	0	0.0%	Q2 2026	Aug 13, 2026
Orion Capital Management LLC	History	No change	500	149	0.05%	0.05%	938	0	0.0%	Q2 2026	Aug 17, 2026
Westfuller Advisors, LLC	History	No change	496	148	0.05%	0.05%	939	0	0.0%	Q2 2026	Jul 29, 2026
VAN DEN BERG MANAGEMENT I, INC	History	No change	481	143	0.03%	0.03%	940	0	0.0%	Q2 2026	Aug 14, 2026
Acropolis Investment Management, LLC	History	No change	445	140	0.01%	0.01%	941	0	0.0%	Q3 2026	Oct 08, 2026
Solstein Capital, LLC	History	No change	470	140	0.05%	0.05%	942	0	0.0%	Q2 2026	Aug 12, 2026
Vermillion Wealth Management, Inc.	History	No change	465	138	0.03%	0.03%	943	0	0.0%	Q2 2026	Jul 15, 2026
EPG Wealth Management LLC	History	No change	453	135	0.03%	0.03%	944	0	0.0%	Q2 2026	Jul 28, 2026
Medallion Wealth Advisors, LLC	History	No change	452	135	0.04%	0.04%	945	0	0.0%	Q2 2026	Aug 14, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC	History	No change	442	132	0.12%	0.12%	946	0	0.0%	Q2 2026	Aug 05, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	425	128	0.03%	0.03%	947	0	0.0%	Q2 2026	Jul 30, 2026
Key FInancial Inc	History	No change	431	128	0.02%	0.02%	948	0	0.0%	Q2 2026	Jul 24, 2026
NBH Bank	History	No change	427	127	0.05%	0.05%	949	0	0.0%	Q2 2026	Aug 14, 2026
Hurley Capital, LLC	History	No change	419	125	0.06%	0.06%	950	0	0.0%	Q2 2026	Aug 10, 2026
Archer Investment Corp	History	No change	420	125	0.02%	0.02%	951	0	0.0%	Q2 2026	Aug 03, 2026
Sterling Capital Management LLC	History	No change	417	124	0.0%	0.0%	952	0	0.0%	Q2 2026	Jul 28, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	History	No change	418	124	0.06%	0.06%	953	0	0.0%	Q2 2026	Jul 20, 2026
Fairscale Capital, LLC	History	No change	408	121	0.07%	0.07%	954	0	0.0%	Q2 2026	Aug 07, 2026
TOUNJIAN ADVISORY PARTNERS, LLC	History	No change	406	121	0.05%	0.05%	955	0	0.0%	Q2 2026	Aug 07, 2026
SG Americas Securities, LLC	History	No change	390	117	0.0%	0.0%	956	0	0.0%	Q2 2026	Aug 07, 2026
Polaris Financial Partners	History	New	361	115	0.05%	—	957	+361	New	Q3 2026	Oct 02, 2026
Davis Capital Management	History	No change	359	113	0.07%	0.06%	958	0	0.0%	Q3 2026	Oct 08, 2026
Jackson, Grant Investment Advisers, Inc.	History	No change	376	112	0.03%	0.03%	959	0	0.0%	Q2 2026	Jul 31, 2026
Washington Trust Advisors, Inc.	History	No change	376	112	0.01%	0.01%	960	0	0.0%	Q2 2026	Jul 29, 2026
Murphy & Mullick Capital Management Corp	History	No change	373	111	0.07%	0.07%	961	0	0.0%	Q2 2026	Aug 14, 2026
Spectrum Wealth Advisory Group, LLC	History	No change	354	105	0.03%	0.03%	962	0	0.0%	Q2 2026	Aug 06, 2026
LANARK FINANCIAL, INC.	History	No change	348	104	0.01%	0.01%	963	0	0.0%	Q2 2026	Jul 21, 2026
Cranbrook Wealth Management, LLC	History	No change	340	101	0.02%	0.02%	964	0	0.0%	Q2 2026	Aug 06, 2026
TOMPKINS FINANCIAL CORP	History	No change	308	97	0.01%	0.01%	965	0	0.0%	Q3 2026	Oct 05, 2026
SITTNER & NELSON, LLC	History	No change	327	97	0.03%	0.03%	966	0	0.0%	Q2 2026	Aug 07, 2026
Private Wealth Asset Management, LLC	History	No change	327	97	0.01%	0.01%	967	0	0.0%	Q2 2026	Aug 11, 2026
Abound Wealth Management	History	No change	325	97	0.02%	0.02%	968	0	0.0%	Q2 2026	Jul 10, 2026
HORIZON BANCORP INC /IN/	History	No change	319	95	0.04%	0.04%	969	0	0.0%	Q2 2026	Aug 04, 2026
PlanVest Financial, Inc	History	No change	318	95	0.06%	0.06%	970	0	0.0%	Q2 2026	Aug 10, 2026
High Point Wealth Management, LLC	History	No change	312	93	0.08%	0.08%	971	0	0.0%	Q2 2026	Jul 20, 2026
Y.D. More Investments Ltd	History	No change	310	92	0.0%	0.0%	972	0	0.0%	Q2 2026	Aug 05, 2026
Allspring Global Investments Holdings, LLC	History	No change	293	90	0.0%	0.0%	973	0	0.0%	Q2 2026	Aug 13, 2026
Minot DeBlois Advisors LLC	History	No change	299	89	0.08%	0.08%	974	0	0.0%	Q2 2026	Aug 13, 2026
Clean Yield Group	History	No change	300	89	0.02%	0.02%	975	0	0.0%	Q2 2026	Aug 05, 2026
Citizens National Bank Trust Department	History	No change	298	89	0.01%	0.01%	976	0	0.0%	Q2 2026	Jul 22, 2026
Hartford Financial Management Inc.	History	No change	297	88	0.02%	0.02%	977	0	0.0%	Q2 2026	Jul 23, 2026
NVWM, LLC	History	No change	275	82	0.02%	0.02%	978	0	0.0%	Q2 2026	Jul 28, 2026
Bogart Wealth, LLC	History	No change	275	82	0.0%	0.0%	979	0	0.0%	Q2 2026	Jul 24, 2026
SOA Wealth Advisors, LLC.	History	No change	269	80	0.01%	0.01%	980	0	0.0%	Q2 2026	Jul 21, 2026
MONTAG A & ASSOCIATES INC	History	No change	265	79	0.0%	0.0%	981	0	0.0%	Q2 2026	Aug 05, 2026
Front Row Advisors LLC	History	No change	250	78	0.02%	0.02%	982	0	0.0%	Q2 2026	Aug 13, 2026
Founders Capital Management	History	No change	259	77	0.03%	0.03%	983	0	0.0%	Q2 2026	Jul 21, 2026
Pflug Koory, LLC	History	No change	257	76	0.03%	0.03%	984	0	0.0%	Q2 2026	Jul 21, 2026
Plante Moran Financial Advisors, LLC	History	No change	251	75	0.0%	0.0%	985	0	0.0%	Q2 2026	Aug 06, 2026
CITY HOLDING CO	History	No change	248	74	0.01%	0.01%	986	0	0.0%	Q2 2026	Jul 10, 2026
Crewe Advisors LLC	History	No change	250	74	0.01%	0.01%	987	0	0.0%	Q2 2026	Jul 23, 2026
Trifecta Capital Advisors, LLC	History	No change	238	71	0.01%	0.01%	988	0	0.0%	Q2 2026	Aug 03, 2026
FLAGSHIP WEALTH ADVISORS, LLC	History	No change	240	71	0.02%	0.02%	989	0	0.0%	Q2 2026	Jul 27, 2026
Robinswood Financial LLC	History	No change	232	69	0.02%	0.02%	990	0	0.0%	Q2 2026	Jul 14, 2026
Cape Investment Advisory, Inc.	History	No change	227	67	0.02%	0.02%	991	0	0.0%	Q2 2026	Jul 23, 2026
Colonial Trust Co / SC	History	No change	225	67	0.01%	0.01%	992	0	0.0%	Q2 2026	Aug 11, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	225	67	0.01%	0.01%	993	0	0.0%	Q2 2026	Jul 23, 2026
Ankerstar Wealth, LLC	History	No change	227	67	0.06%	0.06%	994	0	0.0%	Q2 2026	Aug 13, 2026
GILL CAPITAL PARTNERS, LLC	History	No change	219	65	0.02%	0.02%	995	0	0.0%	Q2 2026	Aug 20, 2026
Strategic Wealth Partners, Ltd.	History	No change	207	62	0.0%	0.0%	996	0	0.0%	Q2 2026	Aug 12, 2026
MCF Advisors LLC	History	No change	200	59	0.0%	0.0%	997	0	0.0%	Q2 2026	Aug 12, 2026
REAP Financial Group, LLC	History	No change	198	59	0.01%	0.01%	998	0	0.0%	Q2 2026	Aug 04, 2026
Crews Bank & Trust	History	No change	200	59	0.01%	0.01%	999	0	0.0%	Q2 2026	Jul 16, 2026
Tripletail Wealth Management, LLC	History	No change	193	59	0.07%	0.07%	1000	0	0.0%	Q2 2026	Aug 14, 2026
Strive Financial Group ,LLC	History	No change	200	59	0.03%	0.03%	1001	0	0.0%	Q2 2026	Aug 14, 2026
Wilmington Savings Fund Society, FSB	History	No change	196	58	0.0%	0.0%	1002	0	0.0%	Q2 2026	Jul 28, 2026
Triumph Capital Management	History	No change	194	58	0.01%	0.01%	1003	0	0.0%	Q2 2026	Jul 20, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	No change	195	58	0.01%	0.01%	1004	0	0.0%	Q2 2026	Aug 12, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	History	No change	187	55	0.02%	0.02%	1005	0	0.0%	Q2 2026	Sep 18, 2026
TIAA Wealth Investment Management LLC	History	No change	183	54	0.0%	0.0%	1006	0	0.0%	Q2 2026	Aug 10, 2026
OBSIDIAN CIO, LLC	History	No change	180	53	0.04%	0.04%	1007	0	0.0%	Q2 2026	Aug 03, 2026
Piscataqua Savings Bank	History	No change	178	53	0.04%	0.04%	1008	0	0.0%	Q2 2026	Jul 09, 2026
Lodestone Wealth Management LLC	History	No change	180	53	0.02%	0.02%	1009	0	0.0%	Q2 2026	Jul 23, 2026
TRUST CO OF TOLEDO NA /OH/	History	No change	175	52	0.0%	0.0%	1010	0	0.0%	Q2 2026	Jul 16, 2026
EVOLUTION WEALTH MANAGEMENT INC.	History	No change	177	52	0.03%	0.03%	1011	0	0.0%	Q2 2026	Jul 21, 2026
Bullock Wealth Management Group	History	No change	166	51	0.02%	0.02%	1012	0	0.0%	Q3 2026	Oct 09, 2026
PRIVATE TRUST CO NA	History	No change	169	50	0.0%	0.0%	1013	0	0.0%	Q2 2026	Jul 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	No change	168	50	0.0%	0.0%	1014	0	0.0%	Q2 2026	Jul 08, 2026
Forum Finance Group S.A.	History	No change	206	50	0.02%	0.02%	1015	0	0.0%	Q2 2026	Aug 14, 2026
Dunhill Financial, LLC	History	No change	165	49	0.01%	0.01%	1016	0	0.0%	Q2 2026	Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	157	47	0.0%	0.0%	1017	0	0.0%	Q2 2026	Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC	History	No change	160	47	0.0%	0.0%	1018	0	0.0%	Q2 2026	Jul 13, 2026
Align Financial, LLC	History	No change	155	46	0.02%	0.02%	1019	0	0.0%	Q2 2026	Jul 27, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	152	45	0.0%	0.0%	1020	0	0.0%	Q2 2026	Aug 07, 2026
MARYLAND CAPITAL ADVISORS INC.	History	No change	154	45	0.01%	0.01%	1021	0	0.0%	Q2 2026	Jul 17, 2026
Golden State Wealth Management, LLC	History	No change	150	44	0.0%	0.0%	1022	0	0.0%	Q2 2026	Jul 22, 2026
Turtle Creek Wealth Advisors, LLC	History	No change	150	44	0.0%	0.0%	1023	0	0.0%	Q2 2026	Jul 27, 2026
Seneschal Advisors, LLC	History	No change	150	44	0.03%	0.03%	1024	0	0.0%	Q2 2026	Aug 13, 2026
Hilltop National Bank	History	No change	144	43	0.01%	0.01%	1025	0	0.0%	Q2 2026	Jul 01, 2026
DUNCKER STREETT & CO INC	History	No change	142	42	0.01%	0.01%	1026	0	0.0%	Q2 2026	Jul 28, 2026
Bangor Savings Bank	History	No change	135	42	0.0%	0.0%	1027	0	0.0%	Q3 2026	Oct 06, 2026
BFSG, LLC	History	No change	143	42	0.0%	0.0%	1028	0	0.0%	Q2 2026	Jul 20, 2026
DEUTSCHE BANK AG\	History	No change	140	41	0.0%	0.0%	1029	0	0.0%	Q2 2026	Aug 07, 2026
Roxbury Financial LLC	History	No change	130	41	0.03%	0.03%	1030	0	0.0%	Q3 2026	Oct 01, 2026
ATWOOD & PALMER INC	History	No change	121	38	0.0%	0.0%	1031	0	0.0%	Q3 2026	Oct 08, 2026
Costello Asset Management, INC	History	No change	128	38	0.01%	0.01%	1032	0	0.0%	Q2 2026	Jul 28, 2026
Tidemark, LLC	History	No change	125	37	0.01%	0.01%	1033	0	0.0%	Q2 2026	Aug 10, 2026
Paladin Advisory Group, LLC	History	No change	112	33	0.02%	0.02%	1034	0	0.0%	Q2 2026	Jul 28, 2026
SouthState Bank Corp	History	No change	110	32	0.0%	0.0%	1035	0	0.0%	Q2 2026	Aug 06, 2026
MONETARY MANAGEMENT GROUP INC	History	No change	110	32	0.01%	0.01%	1036	0	0.0%	Q2 2026	Aug 12, 2026
Silver Grove Financial Group, Inc.	History	No change	108	32	0.02%	0.02%	1037	0	0.0%	Q2 2026	Aug 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC	History	No change	106	31	0.0%	0.0%	1038	0	0.0%	Q2 2026	Aug 11, 2026
Smithfield Trust Co	History	No change	100	30	0.0%	0.0%	1039	0	0.0%	Q2 2026	Aug 05, 2026
Biltmore Family Office, LLC	History	No change	102	30	0.0%	0.0%	1040	0	0.0%	Q2 2026	Aug 12, 2026
INVESTMENT COUNSEL CO OF NEVADA	History	No change	101	30	0.06%	0.06%	1041	0	0.0%	Q2 2026	Aug 10, 2026
NBT BANK, N.A.	History	No change	100	29	0.0%	0.0%	1042	0	0.0%	Q2 2026	Jul 29, 2026
Lavaca Capital LLC	History	No change	100	29	0.0%	0.0%	1043	0	0.0%	Q2 2026	Aug 14, 2026
NFSG Corp	History	No change	99	29	0.0%	0.0%	1044	0	0.0%	Q2 2026	Aug 14, 2026
Rakuten Securities, Inc.	History	No change	99	29	0.01%	0.01%	1045	0	0.0%	Q2 2026	Aug 11, 2026
BankPlus Trust Department	History	No change	91	27	0.01%	0.01%	1046	0	0.0%	Q2 2026	Jul 28, 2026
KERR FINANCIAL PLANNING Corp	History	No change	91	27	0.03%	0.03%	1047	0	0.0%	Q2 2026	Jul 02, 2026
HORIZON FINANCIAL SERVICES, LLC	History	No change	88	26	0.01%	0.01%	1048	0	0.0%	Q2 2026	Jul 20, 2026
Versant Capital Management, Inc	History	No change	82	25	0.0%	0.0%	1049	0	0.0%	Q3 2026	Oct 01, 2026
VALLEY WEALTH MANAGERS, INC.	History	New	78	24	0.0%	—	1052	+78	New	Q3 2026	Oct 09, 2026
SIMPLEX TRADING, LLC	History	No change	82	24	0.0%	0.0%	1050	0	0.0%	Q2 2026	Aug 12, 2026
Rialto Wealth Management, LLC	History	No change	83	24	0.0%	0.0%	1051	0	0.0%	Q2 2026	Aug 11, 2026
EASTERN BANK	History	No change	73	23	0.0%	0.0%	1053	0	0.0%	Q3 2026	Oct 05, 2026
JDM Financial Group LLC	History	No change	80	23	0.01%	0.01%	1054	0	0.0%	Q2 2026	Aug 17, 2026
TOP Private Wealth LLC.	History	No change	78	23	0.02%	0.02%	1055	0	0.0%	Q2 2026	Aug 13, 2026
Advanced Asset Management Advisors Inc	History	No change	75	22	0.01%	0.01%	1056	0	0.0%	Q2 2026	Jul 16, 2026
Tradewinds Capital Management, LLC	History	No change	75	22	0.0%	0.0%	1057	0	0.0%	Q2 2026	Jul 23, 2026
Bank of New Hampshire	History	New	68	21	0.0%	—	1059	+68	New	Q3 2026	Oct 06, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	History	No change	73	21	0.01%	0.01%	1058	0	0.0%	Q2 2026	Aug 07, 2026
Tower View Wealth Management LLC	History	No change	70	20	0.01%	0.01%	1060	0	0.0%	Q2 2026	Jul 24, 2026
Markowski Investments	History	No change	68	20	0.0%	0.0%	1061	0	0.0%	Q2 2026	Aug 13, 2026
COUNTRY TRUST BANK	History	No change	64	19	0.0%	0.0%	1062	0	0.0%	Q2 2026	Jul 15, 2026
Mascoma Wealth Management LLC	History	No change	65	19	0.0%	0.0%	1063	0	0.0%	Q2 2026	Jul 24, 2026
Measured Wealth Private Client Group, LLC	History	No change	64	19	0.0%	0.0%	1064	0	0.0%	Q2 2026	Aug 10, 2026
United Community Bank	History	No change	66	19	0.01%	0.01%	1065	0	0.0%	Q2 2026	Aug 13, 2026
First Pacific Financial	History	No change	63	18	0.0%	0.0%	1066	0	0.0%	Q2 2026	Jul 20, 2026
Coston, McIsaac & Partners	History	No change	60	18	0.0%	0.0%	1067	0	0.0%	Q2 2026	Aug 12, 2026
Main Street Group, LTD	History	No change	62	18	0.0%	0.0%	1068	0	0.0%	Q2 2026	Jul 13, 2026
CNB Bank	History	No change	56	16	0.01%	0.01%	1069	0	0.0%	Q2 2026	Aug 06, 2026
Napier Financial, LLC	History	No change	54	16	0.0%	0.0%	1070	0	0.0%	Q2 2026	Jul 31, 2026
CAMBIENT FAMILY OFFICE, LLC	History	No change	56	16	0.0%	0.0%	1071	0	0.0%	Q2 2026	Aug 13, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management	History	No change	55	16	0.01%	0.01%	1072	0	0.0%	Q2 2026	Aug 11, 2026
Continuum Advisory, LLC	History	No change	52	15	0.0%	0.0%	1073	0	0.0%	Q2 2026	Aug 06, 2026
Caitlin John, LLC	History	No change	52	15	0.01%	0.01%	1074	0	0.0%	Q2 2026	Aug 17, 2026
ELEVATE WEALTH ADVISORY, INC	History	No change	53	15	0.01%	0.01%	1075	0	0.0%	Q2 2026	Aug 14, 2026
EFG International AG	History	No change	53	15	0.0%	0.0%	1076	0	0.0%	Q2 2026	Aug 14, 2026
Financial Management Professionals, Inc.	History	No change	50	14	0.0%	0.0%	1077	0	0.0%	Q2 2026	Jul 09, 2026
Glassman Wealth Services	History	No change	48	14	0.0%	0.0%	1078	0	0.0%	Q2 2026	Aug 05, 2026
GABLES CAPITAL MANAGEMENT INC.	History	No change	50	14	0.01%	0.01%	1079	0	0.0%	Q2 2026	Aug 07, 2026
Private Wealth Management Group, LLC	History	No change	49	14	0.0%	0.0%	1080	0	0.0%	Q2 2026	Jul 27, 2026
Fairway Wealth LLC	History	No change	50	14	0.0%	0.0%	1081	0	0.0%	Q2 2026	Jul 24, 2026
Providence Capital Advisors, LLC	History	No change	45	13	0.0%	0.0%	1082	0	0.0%	Q2 2026	Aug 11, 2026
Aventura Private Wealth, LLC	History	No change	46	13	0.0%	0.0%	1083	0	0.0%	Q2 2026	Jul 15, 2026
MOGY JOEL R INVESTMENT COUNSEL INC	History	No change	41	12	0.0%	0.0%	1084	0	0.0%	Q2 2026	Jul 13, 2026
Peachtree Investment Partners, LLC	History	No change	41	12	0.0%	0.0%	1085	0	0.0%	Q2 2026	Aug 06, 2026
Marshall & Sterling Wealth Advisors Inc.	History	No change	42	12	0.01%	0.01%	1086	0	0.0%	Q2 2026	Jul 21, 2026
Bay Harbor Wealth Management, LLC	History	No change	39	11	0.0%	0.0%	1087	0	0.0%	Q2 2026	Jul 28, 2026
PROATHLETE WEALTH MANAGEMENT LLC	History	No change	38	11	0.0%	0.0%	1088	0	0.0%	Q2 2026	Jul 21, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	36	10	0.0%	0.0%	1089	0	0.0%	Q2 2026	Jul 29, 2026
Frazier Financial Advisors, LLC	History	No change	34	10	0.01%	0.01%	1090	0	0.0%	Q2 2026	Aug 10, 2026
Highland Investment Advisors LLC	History	No change	34	10	0.0%	0.0%	1091	0	0.0%	Q2 2026	Aug 13, 2026
HOEY INVESTMENTS, INC	History	No change	33	9	0.0%	0.0%	1092	0	0.0%	Q2 2026	Jul 27, 2026
Concord Wealth Partners	History	No change	31	9	0.0%	0.0%	1093	0	0.0%	Q2 2026	Jul 27, 2026
BARRETT & COMPANY, INC.	History	No change	29	8	0.0%	0.0%	1094	0	0.0%	Q2 2026	Jul 24, 2026
Realta Investment Advisors	History	No change	28	8	0.0%	0.0%	1095	0	0.0%	Q2 2026	Jul 20, 2026
MCDONALD PARTNERS LLC	History	No change	26	7	0.0%	0.0%	1096	0	0.0%	Q2 2026	Jul 28, 2026
Game Plan Financial Advisors, LLC	History	No change	26	7	0.0%	0.0%	1097	0	0.0%	Q2 2026	Aug 07, 2026
SJS Investment Consulting Inc.	History	No change	25	7	0.0%	0.0%	1098	0	0.0%	Q2 2026	Jul 22, 2026
DiNuzzo Private Wealth, Inc.	History	No change	26	7	0.0%	0.0%	1099	0	0.0%	Q2 2026	Jul 10, 2026
Accordant Advisory Group Inc	History	No change	25	7	0.0%	0.0%	1100	0	0.0%	Q2 2026	Jul 27, 2026
Silicon Valley Capital Partners	History	No change	21	6	0.0%	0.0%	1101	0	0.0%	Q2 2026	Sep 21, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	No change	17	5	0.0%	0.0%	1102	0	0.0%	Q2 2026	Jul 27, 2026
Global Trust Asset Management, LLC	History	No change	19	5	0.0%	0.0%	1103	0	0.0%	Q2 2026	Aug 03, 2026
Prestige Wealth Management Group LLC	History	No change	17	5	0.0%	0.0%	1104	0	0.0%	Q2 2026	Aug 14, 2026
Nemes Rush Group LLC	History	No change	20	5	0.0%	0.0%	1105	0	0.0%	Q2 2026	Aug 14, 2026
Gen-Wealth Partners Inc	History	No change	18	5	0.0%	0.0%	1106	0	0.0%	Q2 2026	Aug 10, 2026
Keating Financial Advisory Services, Inc.	History	No change	19	5	0.0%	0.0%	1107	0	0.0%	Q2 2026	Aug 11, 2026
Harel Insurance Investments & Financial Services Ltd.	History	No change	15	4	0.0%	0.0%	1108	0	0.0%	Q2 2026	Jul 29, 2026
Financial Network Wealth Advisors LLC	History	No change	16	4	0.0%	0.0%	1109	0	0.0%	Q2 2026	Jul 29, 2026
Advocate Investing Services LLC	History	No change	16	4	0.0%	0.0%	1110	0	0.0%	Q2 2026	Jul 28, 2026
FIRST HORIZON CORP	History	No change	13	3	0.0%	0.0%	1111	0	0.0%	Q2 2026	Jul 20, 2026
Strengthening Families & Communities, LLC	History	No change	13	3	0.0%	0.0%	1112	0	0.0%	Q2 2026	Aug 11, 2026
Ares Financial Consulting, LLC	History	No change	12	3	0.0%	0.0%	1113	0	0.0%	Q2 2026	Jul 09, 2026
Cherry Tree Wealth Management, LLC	History	No change	8	2	0.0%	0.0%	1114	0	0.0%	Q2 2026	Sep 15, 2026
WPG Advisers, LLC	History	No change	9	2	0.0%	0.0%	1115	0	0.0%	Q2 2026	Aug 05, 2026
Key Capital Management, INC	History	No change	10	2	0.0%	0.0%	1116	0	0.0%	Q2 2026	Jul 27, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	No change	6	1	0.0%	0.0%	1117	0	0.0%	Q2 2026	Jul 08, 2026
Quaker Wealth Management, LLC	History	No change	4	1	0.0%	0.0%	1118	0	0.0%	Q2 2026	Jul 24, 2026
Avion Wealth	History	No change	5	1	0.0%	0.0%	1119	0	0.0%	Q2 2026	Jul 31, 2026
Covestor Ltd	History	No change	4	1	0.0%	0.0%	1120	0	0.0%	Q2 2026	Aug 07, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	No change	4	1	0.0%	0.0%	1121	0	0.0%	Q2 2026	Jul 28, 2026
Register Financial Advisors LLC	History	No change	4	1	0.0%	0.0%	1122	0	0.0%	Q2 2026	Jul 15, 2026
PFS Partners, LLC	History	No change	6	1	0.0%	0.0%	1123	0	0.0%	Q2 2026	Jul 20, 2026
CrossGen Wealth, LLC	History	No change	4	1	0.0%	0.0%	1124	0	0.0%	Q2 2026	Jul 24, 2026
SAPIENT CAPITAL LLC	History	Closed out	0	0	—	0.02%	—	-5,619	-100.0%	Q3 2026	Oct 08, 2026
LifeGoal Investments, LLC	History	Closed out	0	0	—	0.33%	—	-2,414	-100.0%	Q3 2026	Oct 08, 2026
ECLECTIC ASSOCIATES INC /ADV	History	Closed out	0	0	—	0.04%	—	-1,130	-100.0%	Q3 2026	Oct 08, 2026
Central Pacific Bank - Trust Division	History	Closed out	0	0	—	—	—	-2	-100.0%	Q3 2026	Oct 05, 2026
VICTORY CAPITAL MANAGEMENT INC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Aug 07, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY	History	No change	39,109	0	—	—	—	0	0.0%	Q2 2026	Jul 14, 2026
Commonwealth Retirement Investments LLC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Aug 03, 2026