VANGUARD WORLD FUND - VIS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 4,059,536 | 1,462,975 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 1,046,706 | 377,211 | 4.72% | 4.72% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 896,593 | 323,114 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 614,868 | 221,585 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 370,300 | 133,448 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 303,789 | 109,479 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Capital Management, Inc. | History | No change | 280,807 | 101,197 | 6.12% | 6.12% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 272,584 | 98,233 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 261,124 | 94,103 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Management LLC | History | No change | 183,975 | 66,301 | 4.45% | 4.45% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 163,928 | 59,077 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 162,687 | 58,636 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 155,606 | 56,088 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 149,499 | 53,876 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compass Financial Group, INC/SD | History | No change | 148,597 | 53,551 | 6.14% | 6.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 141,400 | 50,262 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 112,796 | 40,649 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 103,898 | 37,442 | 0.76% | 0.76% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 98,849 | 35,623 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 90,947 | 32,775 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 90,784 | 32,716 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 86,620 | 31,215 | 0.93% | 0.93% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marks Wealth, LLC | History | No change | 82,704 | 29,804 | 6.45% | 6.45% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 78,957 | 28,454 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harfst & Associates, Inc. | History | No change | 73,175 | 26,370 | 4.1% | 4.1% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 72,593 | 26,181 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 61,898 | 22,306 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 58,706 | 21,156 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 57,824 | 20,838 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 54,079 | 19,488 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advantage, Inc. | History | No change | 50,964 | 18,366 | 2.24% | 2.24% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 48,792 | 17,583 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 44,067 | 15,881 | 2.41% | 2.41% | 33 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 43,302 | 15,605 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 48,030 | 15,394 | 3.3% | 3.81% | 35 | -3,233 | -6.31% | Q3 2026 | Oct 09, 2026 |
| Empower Advisory Group, LLC | History | No change | 41,122 | 14,819 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 40,000 | 14,415 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 39,804 | 14,344 | 0.92% | 0.92% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 38,155 | 13,750 | 0.24% | 0.24% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AGF MANAGEMENT LTD | History | No change | 37,810 | 13,625 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 37,209 | 13,409 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 37,658 | 13,063 | 2.61% | 2.61% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 35,593 | 12,826 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Polianta Ltd | History | No change | 29,500 | 10,631 | 1.31% | 1.31% | 44 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Corient Private Wealth LP | History | No change | 29,357 | 10,579 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 33,235 | 10,376 | 0.15% | 0.15% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 28,720 | 10,130 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 27,563 | 9,933 | 0.4% | 0.4% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 27,427 | 9,884 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 30,783 | 9,866 | 0.26% | 0.3% | 50 | -1,158 | -3.63% | Q3 2026 | Oct 05, 2026 |
| &PARTNERS | History | No change | 26,863 | 9,680 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 25,757 | 9,282 | 2.06% | 2.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,664 | 8,888 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Quantinno Capital Management LP | History | No change | 24,593 | 8,862 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 23,533 | 8,481 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 23,421 | 8,440 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 23,146 | 8,341 | 1.67% | 1.67% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 31,532 | 8,289 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | No change | 18,622 | 6,710 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SYON CAPITAL LLC | History | No change | 18,424 | 6,639 | 0.29% | 0.29% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 18,312 | 6,599 | 1.72% | 1.72% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sharper & Granite LLC | History | No change | 17,712 | 6,383 | 1.98% | 1.98% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kinloch Capital, LLC | History | No change | 17,540 | 6,321 | 2.31% | 2.31% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 17,245 | 6,215 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 17,378 | 6,184 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 16,947 | 6,107 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 16,654 | 6,001 | 2.01% | 2.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mosley Wealth Management | History | No change | 16,434 | 5,922 | 1.88% | 1.88% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 15,982 | 5,759 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quaker Wealth Management, LLC | History | No change | 15,916 | 5,735 | 1.67% | 1.67% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 15,896 | 5,728 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 15,843 | 5,709 | 1.93% | 1.93% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 15,807 | 5,696 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 15,720 | 5,665 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crown Wealth Group, LLC | History | No change | 15,058 | 5,426 | 1.38% | 1.38% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BAILARD, INC. | History | No change | 14,853 | 5,352 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Addison Capital Co | History | No change | 14,420 | 5,196 | 0.85% | 0.85% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 13,991 | 5,042 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bonfire Financial | History | No change | 13,890 | 5,003 | 3.21% | 3.21% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keebeck Wealth Management | History | No change | 13,245 | 4,773 | 0.47% | 0.47% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curran Financial Partners, LLC | History | No change | 12,537 | 4,518 | 0.67% | 0.67% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 12,521 | 4,512 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 12,629 | 4,488 | 0.37% | 0.37% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sierra Capital LLC | History | No change | 11,995 | 4,322 | 0.42% | 0.42% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 11,992 | 4,321 | 0.89% | 0.89% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 11,990 | 4,320 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,911 | 4,292 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Teucrium Investment Advisors, LLC | History | No change | 11,899 | 4,288 | 3.82% | 3.82% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 11,841 | 4,267 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AlphaCore Capital LLC | History | No change | 11,825 | 4,261 | 0.08% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,535 | 4,156 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 11,461 | 4,130 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 11,206 | 4,038 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 11,164 | 4,023 | 2.16% | 2.16% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 11,087 | 3,995 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Joule Financial, LLC | History | No change | 11,003 | 3,965 | 1.08% | 1.08% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tandem Wealth Advisors LLC | History | No change | 10,685 | 3,850 | 1.53% | 1.53% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 10,567 | 3,808 | 0.29% | 0.29% | 98 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 10,441 | 3,762 | 0.56% | 0.56% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,091 | 3,636 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 10,063 | 3,626 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 10,151 | 3,608 | 0.19% | 0.19% | 102 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smith Asset Management Co., LLC | History | No change | 9,954 | 3,587 | 2.82% | 2.82% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prospera Financial Services Inc | History | No change | 9,879 | 3,562 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 9,783 | 3,525 | 0.35% | 0.35% | 105 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,753 | 3,514 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 9,740 | 3,510 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Richmond Brothers, Inc. | History | No change | 9,697 | 3,494 | 1.82% | 1.82% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,665 | 3,483 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Arax Advisory Partners | History | No change | 9,660 | 3,481 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 9,595 | 3,458 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Madden Advisory Services, Inc. | History | No change | 9,577 | 3,451 | 1.24% | 1.24% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Royal Fund Management, LLC | History | No change | 9,525 | 3,432 | 0.29% | 0.29% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WBH ADVISORY INC | History | No change | 9,518 | 3,429 | 0.23% | 0.23% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,513 | 3,428 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 9,474 | 3,414 | 0.59% | 0.59% | 116 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Elm Partners Management LLC | History | No change | 9,447 | 3,404 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 9,353 | 3,370 | 0.26% | 0.26% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 9,230 | 3,326 | 0.51% | 0.51% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fisher Asset Management, LLC | History | No change | 9,213 | 3,320 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ledyard National Bank | History | No change | 8,795 | 3,169 | 0.25% | 0.25% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | No change | 8,566 | 3,086 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisors Capital Management, LLC | History | No change | 8,405 | 3,029 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Calder Financial LLC | History | No change | 8,322 | 2,999 | 2.83% | 2.83% | 124 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 8,253 | 2,974 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 8,225 | 2,964 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 8,171 | 2,944 | 1.02% | 1.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 8,973 | 2,875 | 0.08% | 0.1% | 128 | -625 | -6.51% | Q3 2026 | Oct 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,763 | 2,797 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 7,743 | 2,790 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 7,719 | 2,781 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 7,898 | 2,758 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Wealth | History | No change | 7,648 | 2,755 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Financial, LLC | History | No change | 7,481 | 2,695 | 0.32% | 0.32% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,472 | 2,692 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 7,384 | 2,661 | 0.39% | 0.39% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 7,334 | 2,642 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RCW Management, LLC | History | No change | 7,294 | 2,628 | 2.36% | 2.36% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Management Associates, Inc | History | No change | 7,214 | 2,599 | 0.52% | 0.52% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fischer Financial Services, Inc. | History | No change | 6,774 | 2,441 | 0.61% | 0.61% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | No change | 6,753 | 2,433 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,647 | 2,395 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,489 | 2,338 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 6,454 | 2,325 | 0.15% | 0.15% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,227 | 2,243 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,190 | 2,230 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,127 | 2,208 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BRIGHTON JONES LLC | History | No change | 6,044 | 2,178 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 5,924 | 2,134 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,847 | 2,107 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 5,685 | 2,048 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,628 | 2,028 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 5,625 | 2,027 | 0.65% | 0.65% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | No change | 5,390 | 1,942 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 5,344 | 1,925 | 0.44% | 0.44% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 5,160 | 1,859 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspire Capital Advisors LLC | History | No change | 4,987 | 1,797 | 0.35% | 0.35% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Wealth Advisors, LLC | History | No change | 4,830 | 1,740 | 0.45% | 0.45% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 4,820 | 1,737 | 1.25% | 1.25% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,768 | 1,718 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 4,692 | 1,690 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,689 | 1,690 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Waldron Private Wealth LLC | History | No change | 4,608 | 1,660 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MontVue Capital Management, Inc. | History | No change | 4,576 | 1,649 | 0.95% | 0.95% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Community Bank, N.A. | History | No change | 4,400 | 1,585 | 0.17% | 0.17% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 4,346 | 1,566 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 4,265 | 1,537 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4,239 | 1,527 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthfront Advisers LLC | History | No change | 4,206 | 1,515 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | No change | 4,191 | 1,510 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 4,186 | 1,508 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,150 | 1,495 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 4,112 | 1,481 | 0.58% | 0.58% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,096 | 1,477 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 4,000 | 1,441 | 0.3% | 0.3% | 175 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 3,970 | 1,430 | 0.86% | 0.86% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | No change | 3,948 | 1,422 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 4,406 | 1,412 | 0.01% | — | 178 | +4,406 | New | Q3 2026 | Oct 06, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 3,891 | 1,402 | 0.62% | 0.62% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Financial Network, Inc. | History | No change | 3,891 | 1,402 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Merit Financial Group, LLC | History | No change | 3,809 | 1,372 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,806 | 1,371 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 3,800 | 1,369 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 3,763 | 1,356 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 3,743 | 1,349 | 0.09% | 0.09% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 3,735 | 1,346 | 0.5% | 0.5% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 3,700 | 1,333 | 0.17% | 0.17% | 187 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 3,687 | 1,328 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Advisors Network LLC | History | No change | 3,672 | 1,323 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset One Wealth Management LLC | History | No change | 3,787 | 1,315 | 0.14% | 0.14% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 3,647 | 1,314 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,485 | 1,255 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,479 | 1,253 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANOVER ADVISORS INC | History | No change | 3,458 | 1,246 | 0.45% | 0.45% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | No change | 3,440 | 1,239 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RBA Wealth Management, LLC | History | No change | 3,422 | 1,233 | 0.45% | 0.45% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 3,417 | 1,231 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| City State Bank | History | No change | 3,414 | 1,230 | 0.28% | 0.28% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 3,412 | 1,229 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 3,336 | 1,202 | 0.76% | 0.76% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Idaho Trust Co | History | No change | 3,296 | 1,187 | 0.35% | 0.35% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Retirement, LLC | History | No change | 3,267 | 1,177 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 3,249 | 1,170 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Northstar Group, Inc. | History | No change | 3,243 | 1,168 | 0.15% | 0.15% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jacobs Equity LLC | History | No change | 3,225 | 1,162 | 0.8% | 0.8% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 3,203 | 1,154 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,198 | 1,152 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 3,161 | 1,139 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 3,157 | 1,137 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Eagle Capital Management, LLC | History | No change | 3,153 | 1,136 | 0.39% | 0.39% | 210 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BlackRock, Inc. | History | No change | 3,148 | 1,134 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,124 | 1,125 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,061 | 1,103 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 3,050 | 1,099 | 0.25% | 0.25% | 214 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Essex Financial Services, Inc. | History | No change | 3,036 | 1,094 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Counterweight Ventures, LLC | History | No change | 3,025 | 1,090 | 0.54% | 0.54% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,007 | 1,083 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Wealth Advisors LLC | History | No change | 2,882 | 1,038 | 0.79% | 0.79% | 218 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 2,874 | 1,036 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Narwhal Capital Management | History | No change | 2,799 | 1,008 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,787 | 1,004 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 3,074 | 985 | 0.02% | 0.02% | 222 | +6 | 0.2% | Q3 2026 | Oct 08, 2026 |
| CHRISTINE MESSMER PC | History | No change | 2,715 | 978 | 0.55% | 0.55% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simmons Bank | History | No change | 2,689 | 969 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caprock Group, LLC | History | No change | 2,662 | 959 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 2,715 | 950 | 0.18% | 0.18% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Planning Group, LLC | History | No change | 2,631 | 948 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | No change | 2,629 | 947 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CWA Asset Management Group, LLC | History | No change | 2,604 | 938 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 2,586 | 932 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 2,583 | 930 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,546 | 917 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Freedom, LLC | History | No change | 2,537 | 914 | 0.42% | 0.42% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 2,544 | 911 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 2,520 | 908 | 0.29% | 0.29% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,506 | 903 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,805 | 899 | 0.01% | 0.01% | 237 | -1,155 | -29.17% | Q3 2026 | Oct 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,457 | 885 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 2,721 | 872 | 0.18% | 0.2% | 239 | -8 | -0.29% | Q3 2026 | Oct 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 2,398 | 864 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tudor Financial Inc. | History | No change | 2,377 | 856 | 0.38% | 0.38% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 1,795 | 852 | 0.07% | 0.07% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,359 | 850 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 2,357 | 849 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 2,352 | 847 | 0.14% | 0.14% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 2,333 | 840 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 2,679 | 836 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 2,300 | 828 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| World Investment Advisors | History | No change | 2,633 | 826 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 2,290 | 825 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,287 | 824 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 2,283 | 822 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 2,279 | 821 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,225 | 802 | 0.17% | 0.17% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Financial Private Client, LLC | History | No change | 2,210 | 796 | 0.22% | 0.22% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,188 | 788 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,177 | 784 | 0.09% | 0.09% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | No change | 2,177 | 784 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,175 | 783 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAXON INTERESTS, INC. | History | No change | 2,165 | 780 | 0.22% | 0.22% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lauer Wealth, LLC | History | No change | 2,188 | 761 | 0.46% | 0.46% | 261 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 2,088 | 752 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 2,087 | 752 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,068 | 745 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,067 | 744 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quartz Partners, LLC | History | No change | 2,055 | 740 | 0.24% | 0.24% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 2,038 | 734 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,019 | 727 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 2,014 | 725 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hirtle & Co., LLC | History | No change | 2,004 | 722 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 1,999 | 720 | 0.28% | 0.28% | 271 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 1,989 | 716 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 1,973 | 711 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,972 | 710 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 1,963 | 707 | 1.06% | 1.06% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 1,936 | 697 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 1,935 | 697 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,922 | 692 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 1,919 | 691 | 0.24% | 0.24% | 279 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 1,914 | 689 | 0.17% | 0.17% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,906 | 687 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 1,892 | 681 | 0.38% | 0.38% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concorde Asset Management, LLC | History | No change | 1,883 | 678 | 0.39% | 0.39% | 283 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 1,839 | 662 | 0.21% | 0.21% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 1,820 | 655 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 1,800 | 648 | 0.18% | 0.18% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 1,803 | 646 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 1,786 | 643 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,779 | 640 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 1,778 | 640 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INGALLS & SNYDER LLC | History | No change | 1,754 | 632 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,752 | 631 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,749 | 630 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 1,743 | 628 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 1,738 | 626 | 0.18% | 0.18% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 1,812 | 624 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,727 | 622 | 0.06% | 0.06% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,710 | 616 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 1,699 | 612 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EFG International AG | History | No change | 1,700 | 612 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First PREMIER Bank | History | No change | 1,673 | 603 | 0.1% | 0.1% | 301 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hardy Reed LLC | History | No change | 1,650 | 594 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 1,636 | 590 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 1,637 | 589 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nuveen, LLC | History | No change | 1,633 | 588 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 1,624 | 585 | 0.27% | 0.27% | 306 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fortis Capital Management LLC | History | No change | 1,623 | 584 | 0.07% | 0.07% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bluesphere Advisors LLC | History | No change | 1,609 | 579 | 0.18% | 0.18% | 308 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMERCE BANK | History | No change | 1,580 | 569 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 1,579 | 569 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisor Resource Council | History | No change | 1,572 | 563 | 0.16% | 0.16% | 311 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 1,546 | 557 | 0.2% | 0.2% | 312 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| tru Independence LLC | History | No change | 1,541 | 555 | 0.24% | 0.24% | 313 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 1,535 | 553 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MGO ONE SEVEN LLC | History | No change | 1,536 | 553 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 1,535 | 553 | 0.25% | 0.25% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,525 | 549 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 1,520 | 547 | 0.11% | 0.11% | 318 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,495 | 538 | 0.05% | 0.05% | 319 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BROWN ADVISORY INC | History | No change | 1,478 | 532 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 1,457 | 525 | 0.03% | 0.03% | 321 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pines Wealth Management, LLC | History | No change | 1,453 | 523 | 0.15% | 0.15% | 322 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WESPAC Advisors, LLC | History | No change | 1,445 | 520 | 0.25% | 0.25% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 1,422 | 512 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McAdam, LLC | History | No change | 1,416 | 510 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NCM Capital Management, LLC | History | No change | 1,405 | 506 | 0.16% | 0.16% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProVise Management Group, LLC | History | No change | 1,404 | 505 | 0.03% | 0.03% | 327 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 1,369 | 493 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,361 | 490 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 1,378 | 489 | 0.56% | 0.56% | 330 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | No change | 1,355 | 488 | 0.06% | 0.06% | 331 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 1,406 | 484 | 0.12% | 0.12% | 332 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | No change | 1,341 | 483 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| W1M Asset Management Ltd | History | No change | 1,317 | 474 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Olistico Wealth, LLC | History | Added to | 1,478 | 473 | 0.2% | 0.23% | 335 | +2 | 0.14% | Q3 2026 | Oct 05, 2026 |
| Mystic Asset Management, Inc. | History | No change | 1,308 | 471 | 0.1% | 0.1% | 336 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookwood Investment Group LLC | History | No change | 1,305 | 470 | 0.05% | 0.05% | 337 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gallacher Capital Management LLC | History | No change | 1,297 | 467 | 0.26% | 0.26% | 338 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,285 | 463 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 1,274 | 459 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 1,264 | 455 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1,407 | 450 | 0.05% | 0.12% | 342 | -1,694 | -54.63% | Q3 2026 | Oct 07, 2026 |
| Montis Financial, LLC | History | No change | 1,244 | 448 | 0.09% | 0.09% | 343 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Key FInancial Inc | History | No change | 1,228 | 442 | 0.07% | 0.07% | 344 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 1,216 | 438 | 0.31% | 0.31% | 345 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,199 | 432 | 0.11% | 0.11% | 346 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,195 | 430 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WULFF, HANSEN & CO. | History | No change | 1,190 | 428 | 0.33% | 0.33% | 348 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,183 | 426 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Redwood Financial Network Corp | History | No change | 1,177 | 424 | 0.24% | 0.24% | 350 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 1,161 | 418 | 0.15% | 0.15% | 351 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SilverOak Wealth Management LLC | History | No change | 1,156 | 416 | 0.05% | 0.05% | 352 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 1,150 | 414 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LightSquare Wealth Management, LLC | History | No change | 1,147 | 413 | 0.28% | 0.28% | 354 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,139 | 410 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Darden Wealth Group Inc | History | No change | 1,130 | 407 | 0.16% | 0.16% | 356 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,122 | 404 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 1,118 | 402 | 0.08% | 0.08% | 358 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 1,118 | 402 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 1,109 | 399 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,104 | 397 | 0.22% | 0.22% | 361 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rare Wolf Capital LLC | History | No change | 1,092 | 393 | 0.25% | 0.25% | 362 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TFB Advisors LLC | History | No change | 1,086 | 391 | 0.17% | 0.17% | 363 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,083 | 390 | 0.03% | 0.03% | 364 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,073 | 386 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 1,070 | 385 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 1,058 | 381 | 0.1% | 0.1% | 367 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 1,052 | 379 | 0.09% | 0.09% | 368 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 1,051 | 378 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 1,060 | 376 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| One Capital Management, LLC | History | No change | 1,207 | 376 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 1,033 | 372 | 0.07% | 0.07% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,014 | 365 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 1,016 | 365 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 1,006 | 362 | 0.05% | 0.05% | 375 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,002 | 361 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 1,000 | 360 | 0.1% | 0.1% | 377 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 1,000 | 360 | 0.07% | 0.07% | 378 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 995 | 358 | 0.09% | 0.09% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 992 | 357 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 981 | 353 | 0.02% | 0.02% | 381 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SYM FINANCIAL Corp | History | No change | 977 | 352 | 0.03% | 0.03% | 382 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 979 | 352 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 959 | 345 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 955 | 344 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of Marin | History | No change | 955 | 344 | 0.24% | 0.24% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kellett Wealth Advisors, LLC | History | No change | 955 | 344 | 0.16% | 0.16% | 387 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HBK Sorce Advisory LLC | History | No change | 946 | 338 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Investment Group, Inc. | History | No change | 939 | 338 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 934 | 336 | 0.04% | 0.04% | 390 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ridgeline Wealth, LLC | History | No change | 928 | 334 | 0.2% | 0.2% | 391 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 1,040 | 333 | 0.19% | 0.22% | 392 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 918 | 330 | 0.09% | 0.09% | 393 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bravias Capital Group, LLC | History | No change | 916 | 330 | 0.2% | 0.2% | 394 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ALTFEST L J & CO INC | History | No change | 904 | 325 | 0.03% | 0.03% | 395 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HFG Advisors, Inc. | History | No change | 902 | 325 | 0.2% | 0.2% | 396 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 928 | 324 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 900 | 324 | 0.06% | 0.06% | 398 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 901 | 324 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Junk Investment Group, LLC | History | No change | 897 | 323 | 0.14% | 0.14% | 400 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 894 | 322 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stelac Advisory Services LLC | History | No change | 891 | 321 | 0.06% | 0.06% | 402 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 887 | 319 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 885 | 318 | 0.22% | 0.22% | 404 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 883 | 318 | 0.13% | 0.13% | 405 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Waverly Advisors, LLC | History | No change | 876 | 315 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archford Capital Strategies, LLC | History | No change | 867 | 312 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 868 | 312 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 860 | 309 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prostatis Group LLC | History | No change | 850 | 306 | 0.07% | 0.07% | 410 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phillip James Consulting Co. | History | No change | 850 | 306 | 0.2% | 0.2% | 411 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 848 | 305 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 944 | 304 | 0.01% | 0.02% | 413 | -9 | -0.94% | Q3 2026 | Oct 09, 2026 |
| VestGen Investment Management | History | No change | 843 | 303 | 0.16% | 0.16% | 414 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 839 | 302 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bogart Wealth, LLC | History | No change | 840 | 302 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Markowski Investments | History | No change | 840 | 302 | 0.07% | 0.07% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 837 | 301 | 0.09% | 0.09% | 418 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ballentine Partners, LLC | History | No change | 833 | 300 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 822 | 296 | 0.03% | 0.03% | 420 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 815 | 293 | 0.03% | 0.03% | 421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 809 | 291 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 804 | 290 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winthrop Capital Management, LLC | History | No change | 801 | 289 | 0.07% | 0.07% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Progressive Investment Management Corp | History | No change | 800 | 288 | 0.06% | 0.06% | 425 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 795 | 286 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 791 | 285 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JM2 Capital Inc. | History | No change | 785 | 282 | 0.19% | 0.19% | 428 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 780 | 281 | 0.06% | 0.06% | 429 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allied Investment Advisors, LLC | History | No change | 778 | 280 | 0.04% | 0.04% | 430 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 776 | 279 | 0.21% | 0.21% | 431 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversify Advisory Services, LLC | History | No change | 783 | 275 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 783 | 275 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Midwest Trust Co | History | No change | 765 | 275 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FourThought Financial Partners, LLC | History | No change | 753 | 271 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 750 | 270 | 0.07% | 0.07% | 436 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Americana Partners, LLC | History | No change | 751 | 270 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IVC Wealth Advisors LLC | History | No change | 750 | 270 | 0.11% | 0.11% | 438 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 785 | 270 | 0.11% | 0.11% | 439 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GFS Advisors, LLC | History | No change | 25 | 269 | 0.03% | 0.03% | 440 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Invesco Ltd. | History | No change | 741 | 267 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 732 | 263 | 0.22% | 0.22% | 442 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Breakwater Investment Management | History | No change | 731 | 263 | 0.09% | 0.09% | 443 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JBR Co Financial Management Inc | History | No change | 725 | 261 | 0.1% | 0.1% | 444 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sageworth Trust Co | History | No change | 719 | 259 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 717 | 258 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 705 | 254 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 695 | 250 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Howard Capital Management, LLC | History | No change | 694 | 250 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pallas Capital Advisors LLC | History | No change | 695 | 250 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 689 | 248 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Athena Investment Management | History | No change | 688 | 247 | 0.15% | 0.15% | 452 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Guardian Capital, LLC | History | No change | 683 | 246 | 0.2% | 0.2% | 453 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 685 | 246 | 0.04% | 0.04% | 454 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASPIRIANT, LLC | History | No change | 681 | 245 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Objective Capital Management, LLC | History | No change | 680 | 245 | 0.22% | 0.22% | 456 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Perigon Wealth Management, LLC | History | No change | 678 | 244 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | No change | 678 | 244 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | No change | 675 | 243 | 0.2% | 0.2% | 459 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vertex Planning Partners, LLC | History | No change | 670 | 241 | 0.04% | 0.04% | 460 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 665 | 239 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Performance Wealth Partners, LLC | History | No change | 662 | 238 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 659 | 237 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 658 | 237 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BURNEY CO/ | History | No change | 650 | 234 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthstar Advisors, LLC | History | No change | 646 | 232 | 0.07% | 0.07% | 466 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elser Financial Planning, Inc | History | No change | 646 | 232 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 643 | 231 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Santori & Peters, Inc. | History | No change | 642 | 231 | 0.07% | 0.07% | 469 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 4WEALTH ADVISORS, INC. | History | No change | 646 | 229 | 0.18% | 0.18% | 470 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SJBENEN ADVISORY, LLC | History | No change | 646 | 228 | 0.13% | 0.13% | 471 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 630 | 227 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Investments, LLC | History | No change | 631 | 227 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 630 | 227 | 0.06% | 0.06% | 474 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 625 | 225 | 0.07% | 0.07% | 475 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 625 | 225 | 0.19% | 0.19% | 476 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 623 | 224 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alteri Wealth LLC | History | No change | 622 | 224 | 0.06% | 0.06% | 478 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 618 | 222 | 0.04% | 0.04% | 479 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | No change | 619 | 222 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK HAPOALIM BM | History | No change | 610 | 220 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 607 | 218 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 605 | 218 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 602 | 217 | 0.03% | 0.03% | 484 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smith Salley Wealth Management | History | No change | 600 | 216 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 600 | 216 | 0.06% | 0.06% | 486 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Viewpoint Capital Management LLC | History | No change | 600 | 216 | 0.11% | 0.11% | 487 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 664 | 212 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Busey Bank | History | No change | 584 | 210 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 581 | 209 | 0.03% | 0.03% | 490 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 580 | 209 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annex Advisory Services, LLC | History | No change | 569 | 205 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 568 | 204 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VANCE WEALTH, LLC | History | No change | 568 | 204 | 0.05% | 0.05% | 494 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kachkovsky & Fisher, Inc. | History | No change | 568 | 204 | 0.2% | 0.2% | 495 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 566 | 203 | 0.03% | 0.03% | 496 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Point Inc. | History | No change | 562 | 202 | 0.02% | 0.02% | 497 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 562 | 202 | 0.06% | 0.06% | 498 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Advisors, LLC | History | No change | 555 | 200 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CDKV HOLDINGS LLC | History | No change | 539 | 194 | 0.15% | 0.15% | 500 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sankala Group LLC | History | No change | 552 | 194 | 0.13% | 0.13% | 501 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 537 | 193 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 520 | 187 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 581 | 186 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MTM Investment Management, LLC | History | No change | 475 | 171 | 0.05% | 0.05% | 505 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 476 | 171 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 432 | 155 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 425 | 151 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advantage Trust Co | History | No change | 406 | 146 | 0.05% | 0.05% | 509 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 377 | 135 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 373 | 134 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 370 | 133 | 0.03% | 0.03% | 512 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUST CO OF VERMONT | History | No change | 360 | 129 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vision Retirement, LLC | History | No change | 360 | 129 | 0.03% | 0.03% | 514 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 309 | 109 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 300 | 108 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Y.D. More Investments Ltd | History | No change | 300 | 108 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 328 | 105 | 0.03% | 0.04% | 519 | +1 | 0.31% | Q3 2026 | Oct 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 292 | 105 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 288 | 104 | 0.05% | 0.05% | 520 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Davis Capital Management | History | No change | 326 | 104 | 0.06% | 0.07% | 521 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 286 | 103 | 0.04% | 0.04% | 522 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fairscale Capital, LLC | History | No change | 268 | 96 | 0.06% | 0.06% | 523 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EASTERN BANK | History | No change | 296 | 94 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 260 | 93 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | No change | 260 | 93 | 0.02% | 0.02% | 526 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 254 | 91 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 252 | 90 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 252 | 90 | 0.02% | 0.02% | 529 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| REAP Financial Group, LLC | History | No change | 252 | 90 | 0.02% | 0.02% | 530 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BAYBAN | History | No change | 250 | 90 | 0.07% | 0.07% | 531 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caldwell Trust Co | History | No change | 237 | 85 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 228 | 82 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 218 | 78 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Founders Financial Alliance, LLC | History | No change | 209 | 75 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 208 | 73 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 204 | 73 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 194 | 69 | 0.02% | 0.02% | 538 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 193 | 69 | 0.06% | 0.06% | 539 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard National Trust Co | History | No change | 189 | 68 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 187 | 67 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paladin Advisory Group, LLC | History | No change | 183 | 65 | 0.04% | 0.04% | 542 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clark Wealth Partners | History | No change | 174 | 62 | 0.04% | 0.04% | 543 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 170 | 61 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 167 | 60 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 160 | 57 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UMB Bank, n.a. | History | No change | 154 | 55 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 145 | 52 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 143 | 51 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Front Row Advisors LLC | History | No change | 140 | 49 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 138 | 49 | 0.04% | 0.04% | 551 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 138 | 49 | 0.02% | 0.02% | 552 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 133 | 47 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Founders Capital Management | History | No change | 130 | 46 | 0.02% | 0.02% | 554 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EPG Wealth Management LLC | History | No change | 128 | 46 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 144 | 46 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Bullseye Investment Management, LLC | History | No change | 122 | 43 | 0.02% | 0.02% | 557 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Seneschal Advisors, LLC | History | No change | 122 | 43 | 0.03% | 0.03% | 558 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 119 | 42 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roxbury Financial LLC | History | No change | 131 | 41 | 0.03% | 0.04% | 560 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Golden State Wealth Management, LLC | History | No change | 106 | 38 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 106 | 38 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 105 | 37 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 102 | 36 | 0.01% | 0.01% | 564 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 100 | 36 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 100 | 36 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harborfront Financial Group LLC | History | No change | 97 | 35 | 0.13% | 0.13% | 567 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 95 | 34 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 94 | 33 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 92 | 33 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GAMMA Investing LLC | History | No change | 100 | 32 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bullock Wealth Management Group | History | No change | 102 | 32 | 0.01% | 0.02% | 572 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Key Capital Management, INC | History | No change | 90 | 32 | 0.02% | 0.02% | 573 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | No change | 82 | 30 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concord Wealth Partners | History | No change | 86 | 30 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 85 | 30 | 0.02% | 0.02% | 576 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 82 | 29 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 80 | 28 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 76 | 27 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 73 | 26 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 72 | 25 | 0.01% | 0.01% | 581 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mascoma Wealth Management LLC | History | No change | 72 | 25 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 72 | 25 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 76 | 24 | 0.0% | — | 585 | +76 | New | Q3 2026 | Oct 09, 2026 |
| Glassman Wealth Services | History | No change | 68 | 24 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 64 | 23 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 61 | 21 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nemes Rush Group LLC | History | No change | 59 | 21 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 56 | 20 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VANGUARD ADVISERS INC | History | No change | 53 | 19 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 55 | 19 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 52 | 18 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VIMA LLC | History | No change | 50 | 18 | 0.02% | 0.02% | 593 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | Added to | 54 | 17 | 0.0% | 0.0% | 595 | +1 | 1.89% | Q3 2026 | Oct 02, 2026 |
| HOWE & RUSLING INC | History | No change | 49 | 17 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GK Wealth Management LLC | History | New | 51 | 16 | 0.01% | — | 598 | +51 | New | Q3 2026 | Oct 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 47 | 16 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ancora Advisors LLC | History | No change | 45 | 16 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copia Wealth Management | History | No change | 44 | 15 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 42 | 15 | 0.01% | 0.01% | 600 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centerpoint Advisors, LLC | History | No change | 37 | 13 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Miller Capital Partners, Inc. | History | No change | 37 | 13 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Polaris Financial Partners | History | New | 34 | 11 | 0.0% | — | 605 | +34 | New | Q3 2026 | Oct 02, 2026 |
| Avion Wealth | History | No change | 32 | 11 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 32 | 11 | 0.01% | 0.01% | 604 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Biltmore Family Office, LLC | History | No change | 29 | 10 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeSteps Financial, Inc. | History | No change | 30 | 10 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WealthCollab, LLC | History | No change | 30 | 10 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL TRUST Co | History | No change | 25 | 9 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| High Note Wealth, LLC | History | No change | 26 | 9 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NFSG Corp | History | No change | 26 | 9 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 25 | 9 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LGT Financial Advisors LLC | History | No change | 25 | 9 | 0.05% | 0.05% | 613 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITY HOLDING CO | History | No change | 20 | 7 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Blue Trust, Inc. | History | No change | 21 | 7 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 21 | 7 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 17 | 6 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 16 | 5 | 0.0% | 0.0% | 619 | -62 | -79.49% | Q3 2026 | Oct 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 15 | 5 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitlin John, LLC | History | No change | 12 | 4 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 8 | 2 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tower View Wealth Management LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 9 | 2 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 5 | 1 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mechanics Financial Corp | History | No change | 5 | 1 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DOLIVER ADVISORS, LP | History | Closed out | 0 | 0 | — | 0.16% | — | -2,004 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Acropolis Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gold Investment Management Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |