VANGUARD INDEX FUNDS - VOT

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
MORGAN STANLEY	History	No change	3,067,150	939,468	0.05%	0.05%	1	0	0.0%	Q2 2026	Aug 13, 2026
ASSETMARK, INC	History	No change	2,150,345	658,650	1.13%	1.13%	2	0	0.0%	Q2 2026	Jul 30, 2026
BANK OF AMERICA CORP /DE/	History	No change	2,120,757	649,587	0.04%	0.04%	3	0	0.0%	Q2 2026	Aug 14, 2026
EP Wealth Advisors, LLC	History	No change	1,752,727	536,860	2.05%	2.05%	4	0	0.0%	Q2 2026	Aug 11, 2026
WELLS FARGO & COMPANY/MN	History	No change	1,646,597	504,352	0.08%	0.08%	5	0	0.0%	Q2 2026	Aug 14, 2026
ROYAL BANK OF CANADA	History	No change	1,195,402	366,151	0.05%	0.05%	6	0	0.0%	Q2 2026	Aug 14, 2026
UBS Group AG	History	No change	1,160,373	355,422	0.05%	0.05%	7	0	0.0%	Q2 2026	Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	1,104,015	338,159	0.17%	0.17%	8	0	0.0%	Q2 2026	Aug 07, 2026
Truepoint, Inc.	History	No change	1,093,223	334,854	6.99%	6.99%	9	0	0.0%	Q2 2026	Jul 31, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	1,100,734	328,741	0.13%	0.13%	10	0	0.0%	Q2 2026	Aug 14, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC	History	No change	1,042,640	319,360	2.39%	2.39%	11	0	0.0%	Q2 2026	Aug 05, 2026
LPL Financial LLC	History	No change	915,170	280,316	0.06%	0.06%	12	0	0.0%	Q2 2026	Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	905,608	277,387	0.15%	0.15%	13	0	0.0%	Q2 2026	Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	756,813	231,811	1.72%	1.72%	14	0	0.0%	Q2 2026	Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	727,903	222,937	0.05%	0.05%	15	0	0.0%	Q2 2026	Sep 23, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC	History	Added to	689,650	201,446	11.51%	11.54%	16	+23,323	3.5%	Q3 2026	Oct 09, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	564,845	173,012	0.05%	0.05%	17	0	0.0%	Q2 2026	Aug 14, 2026
STIFEL FINANCIAL CORP	History	No change	519,520	159,134	0.13%	0.13%	18	0	0.0%	Q2 2026	Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	No change	497,262	152,311	0.52%	0.52%	19	0	0.0%	Q2 2026	Aug 10, 2026
AMERIPRISE FINANCIAL INC	History	No change	353,090	108,155	0.02%	0.02%	20	0	0.0%	Q2 2026	Aug 14, 2026
Rockefeller Capital Management L.P.	History	No change	328,799	100,711	0.15%	0.15%	21	0	0.0%	Q2 2026	Aug 13, 2026
Busey Bank	History	No change	286,146	87,646	2.13%	2.13%	22	0	0.0%	Q2 2026	Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	275,076	84,255	0.11%	0.11%	23	0	0.0%	Q2 2026	Jul 29, 2026
TRUIST FINANCIAL CORP	History	No change	256,751	78,642	0.09%	0.09%	24	0	0.0%	Q2 2026	Jul 28, 2026
FMR LLC	History	No change	243,289	74,519	0.0%	0.0%	25	0	0.0%	Q2 2026	Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS	History	No change	236,962	72,581	0.03%	0.03%	26	0	0.0%	Q2 2026	Aug 13, 2026
Waverly Advisors, LLC	History	No change	236,426	72,417	0.42%	0.42%	27	0	0.0%	Q2 2026	Aug 14, 2026
McAdam, LLC	History	No change	235,745	72,208	2.79%	2.79%	28	0	0.0%	Q2 2026	Aug 04, 2026
Avior Wealth Management, LLC	History	No change	229,387	70,230	1.85%	1.85%	29	0	0.0%	Q2 2026	Jul 07, 2026
CIBC Bancorp USA Inc.	History	No change	225,823	69,201	0.08%	0.08%	30	0	0.0%	Q2 2026	Aug 13, 2026
Everhart Financial Group, Inc.	History	Added to	234,303	68,439	4.22%	4.23%	31	+18,229	8.44%	Q3 2026	Oct 08, 2026
Orgel Wealth Management, LLC	History	No change	216,318	66,258	1.26%	1.26%	32	0	0.0%	Q2 2026	Jul 13, 2026
Cetera Investment Advisers	History	No change	211,342	64,734	0.06%	0.06%	33	0	0.0%	Q2 2026	Aug 12, 2026
OSAIC HOLDINGS, INC.	History	No change	208,637	63,950	0.08%	0.08%	34	0	0.0%	Q2 2026	Aug 14, 2026
US BANCORP \DE\	History	No change	204,632	62,703	0.07%	0.07%	35	0	0.0%	Q2 2026	Aug 12, 2026
Equitable Holdings, Inc.	History	No change	182,169	55,798	0.33%	0.33%	36	0	0.0%	Q2 2026	Aug 17, 2026
Farther Finance Advisors, LLC	History	Added to	189,555	55,369	0.39%	0.41%	37	+19,179	11.26%	Q3 2026	Oct 08, 2026
MML INVESTORS SERVICES, LLC	History	No change	178,764	54,755	0.11%	0.11%	38	0	0.0%	Q2 2026	Aug 07, 2026
WELLINGTON MANAGEMENT GROUP LLP	History	No change	176,688	54,119	0.01%	0.01%	39	0	0.0%	Q2 2026	Aug 14, 2026
Mariner, LLC	History	No change	171,464	52,519	0.06%	0.06%	40	0	0.0%	Q2 2026	Aug 13, 2026
1832 Asset Management L.P.	History	No change	167,203	51,214	0.03%	0.03%	41	0	0.0%	Q2 2026	Aug 13, 2026
Creative Planning	History	No change	164,752	50,463	0.03%	0.03%	42	0	0.0%	Q2 2026	Aug 13, 2026
Kestra Advisory Services, LLC	History	No change	162,247	49,696	0.16%	0.16%	43	0	0.0%	Q2 2026	Jul 28, 2026
JPMORGAN CHASE & CO	History	No change	163,014	49,519	0.0%	0.0%	44	0	0.0%	Q2 2026	Aug 12, 2026
Trust Co	History	Added to	164,992	48,194	4.19%	4.38%	45	+6,502	4.1%	Q3 2026	Oct 09, 2026
KWMG, LLC	History	Added to	156,923	45,837	3.3%	3.29%	46	+8,435	5.68%	Q3 2026	Oct 07, 2026
NewEdge Advisors, LLC	History	No change	147,426	45,156	0.13%	0.13%	47	0	0.0%	Q2 2026	Aug 12, 2026
BENJAMIN EDWARDS INC	History	No change	135,119	41,395	0.38%	0.38%	48	0	0.0%	Q2 2026	Jul 24, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	126,973	38,891	0.85%	0.85%	49	0	0.0%	Q2 2026	Jul 17, 2026
Bragg Financial Advisors, Inc	History	No change	117,556	36,007	0.96%	0.96%	50	0	0.0%	Q2 2026	Aug 12, 2026
HighTower Advisors, LLC	History	No change	117,475	35,982	0.03%	0.03%	51	0	0.0%	Q2 2026	Aug 05, 2026
Rodgers & Associates, LTD	History	No change	106,123	32,505	2.95%	2.95%	52	0	0.0%	Q2 2026	Jul 21, 2026
PRESILIUM PRIVATE WEALTH, LLC	History	No change	104,624	32,046	4.92%	4.92%	53	0	0.0%	Q2 2026	Jul 22, 2026
Cassaday & Co Wealth Management LLC	History	No change	103,861	31,812	0.6%	0.6%	54	0	0.0%	Q2 2026	Aug 10, 2026
BHK Investment Advisors, LLC	History	No change	98,916	30,298	9.05%	9.05%	55	0	0.0%	Q2 2026	Jul 28, 2026
Adventist Health System/ West	History	No change	96,768	29,640	4.64%	4.64%	56	0	0.0%	Q2 2026	Aug 14, 2026
Wilmington Savings Fund Society, FSB	History	No change	95,528	29,260	0.65%	0.65%	57	0	0.0%	Q2 2026	Jul 28, 2026
Beacon Pointe Advisors, LLC	History	No change	93,904	28,698	0.13%	0.13%	58	0	0.0%	Q2 2026	Aug 18, 2026
INSPIRION WEALTH ADVISORS, LLC	History	Added to	97,518	28,485	3.24%	3.03%	59	+10,493	12.06%	Q3 2026	Oct 08, 2026
Janney Montgomery Scott LLC	History	No change	92,061	28,198	0.05%	0.05%	60	0	0.0%	Q2 2026	Aug 05, 2026
Axiom Financial Strategies, LLC	History	No change	91,605	28,058	8.79%	8.79%	61	0	0.0%	Q2 2026	Aug 06, 2026
ASSOCIATED BANC-CORP	History	No change	91,552	28,042	0.67%	0.67%	62	0	0.0%	Q2 2026	Jul 31, 2026
&PARTNERS	History	No change	90,532	27,724	0.11%	0.11%	63	0	0.0%	Q2 2026	Aug 14, 2026
Black Diamond Financial, LLC	History	No change	90,277	27,651	2.44%	2.44%	64	0	0.0%	Q2 2026	Aug 04, 2026
AIRE ADVISORS, LLC	History	No change	89,854	27,522	4.48%	4.48%	65	0	0.0%	Q2 2026	Aug 14, 2026
NATIXIS ADVISORS, LLC	History	No change	88,188	27,012	0.03%	0.03%	66	0	0.0%	Q2 2026	Aug 14, 2026
Bryn Mawr Trust Advisors, LLC	History	No change	86,799	26,586	1.16%	1.16%	67	0	0.0%	Q2 2026	Aug 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	87,828	26,546	0.04%	0.04%	68	0	0.0%	Q2 2026	Jul 15, 2026
Praetorian Wealth Management, Inc.	History	No change	85,200	26,096	4.5%	4.5%	69	0	0.0%	Q2 2026	Jul 07, 2026
WoodTrust Financial Corp	History	Reduced	89,181	26,050	3.16%	3.36%	70	-3,213	-3.48%	Q3 2026	Oct 09, 2026
FIFTH THIRD BANCORP	History	No change	84,780	25,968	0.04%	0.04%	71	0	0.0%	Q2 2026	Aug 05, 2026
Betterment LLC	History	No change	84,642	25,926	0.04%	0.04%	72	0	0.0%	Q2 2026	Aug 14, 2026
MAI Capital Management	History	No change	80,232	24,575	0.09%	0.09%	73	0	0.0%	Q2 2026	Aug 14, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	80,202	24,566	0.06%	0.06%	74	0	0.0%	Q2 2026	Jul 27, 2026
Dakota Wealth Management	History	No change	79,232	24,268	0.46%	0.46%	75	0	0.0%	Q2 2026	Aug 07, 2026
Corient Private Wealth LP	History	No change	78,666	24,095	0.03%	0.03%	76	0	0.0%	Q2 2026	Aug 27, 2026
Copper Harbor Investment Advisors, LLC	History	No change	70,970	21,738	4.6%	4.6%	77	0	0.0%	Q2 2026	Jul 23, 2026
Robertson Stephens Wealth Management, LLC	History	No change	70,074	21,463	0.53%	0.53%	78	0	0.0%	Q2 2026	Jul 29, 2026
CONDOR CAPITAL MANAGEMENT	History	No change	64,072	19,625	1.47%	1.47%	79	0	0.0%	Q2 2026	Aug 12, 2026
Baird Financial Group, Inc.	History	No change	64,055	19,620	0.03%	0.03%	80	0	0.0%	Q2 2026	Aug 12, 2026
HRC WEALTH MANAGEMENT, LLC	History	No change	63,909	19,575	8.01%	8.01%	81	0	0.0%	Q2 2026	Jul 10, 2026
Pinnacle Financial Partners, Inc.	History	No change	63,662	19,499	0.13%	0.13%	82	0	0.0%	Q2 2026	Aug 14, 2026
Marion Wealth Management	History	No change	62,783	19,230	3.91%	3.91%	83	0	0.0%	Q2 2026	Jul 16, 2026
Whitaker-Myers Wealth Managers, LTD.	History	New	64,686	18,894	3.08%	—	84	+64,686	New	Q3 2026	Oct 08, 2026
Strategic Investment Advisors / MI	History	No change	60,758	18,610	1.13%	1.13%	85	0	0.0%	Q2 2026	Aug 14, 2026
Tidal Investments LLC	History	No change	58,098	17,795	0.03%	0.03%	86	0	0.0%	Q2 2026	Aug 13, 2026
Wealthspire Advisors, LLC	History	No change	57,951	17,750	0.1%	0.1%	87	0	0.0%	Q2 2026	Aug 11, 2026
Glenview Trust Co	History	No change	57,652	17,658	0.24%	0.24%	88	0	0.0%	Q2 2026	Aug 18, 2026
Steward Partners Investment Advisory, LLC	History	No change	57,481	17,606	0.09%	0.09%	89	0	0.0%	Q2 2026	Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	57,109	17,492	0.03%	0.03%	90	0	0.0%	Q2 2026	Aug 13, 2026
Cerity Partners LLC	History	No change	56,842	17,408	0.02%	0.02%	91	0	0.0%	Q2 2026	Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	No change	56,482	17,300	0.32%	0.32%	92	0	0.0%	Q2 2026	Jul 15, 2026
Provident Wealth Management, LLC	History	No change	54,971	16,837	4.33%	4.33%	93	0	0.0%	Q2 2026	Aug 04, 2026
Clayton Financial Group LLC	History	No change	54,129	16,579	9.17%	9.17%	94	0	0.0%	Q2 2026	Jul 20, 2026
BLAIR WILLIAM & CO/IL	History	No change	53,527	16,395	0.04%	0.04%	95	0	0.0%	Q2 2026	Aug 11, 2026
COMMERCE BANK	History	No change	52,834	16,183	0.07%	0.07%	96	0	0.0%	Q2 2026	Aug 12, 2026
JANE STREET GROUP, LLC	History	No change	52,820	16,178	0.0%	0.0%	97	0	0.0%	Q2 2026	Aug 14, 2026
Advisory Alpha, LLC	History	No change	52,638	16,123	0.4%	0.4%	98	0	0.0%	Q2 2026	Aug 11, 2026
Payne Capital Management, LLC	History	No change	52,013	15,931	4.25%	4.25%	99	0	0.0%	Q2 2026	Aug 14, 2026
ARVEST INVESTMENTS, INC.	History	No change	50,086	15,341	1.86%	1.86%	100	0	0.0%	Q2 2026	Jul 17, 2026
Roberts Financial Services LLC	History	No change	49,278	15,093	4.42%	4.42%	101	0	0.0%	Q2 2026	Aug 06, 2026
OLD NATIONAL BANCORP /IN/	History	No change	48,213	14,767	0.29%	0.29%	102	0	0.0%	Q2 2026	Jul 15, 2026
NorthStar Asset Management LLC /NJ/	History	No change	47,729	14,619	5.94%	5.94%	103	0	0.0%	Q2 2026	Aug 05, 2026
FIRST HORIZON CORP	History	No change	47,587	14,575	0.56%	0.56%	104	0	0.0%	Q2 2026	Jul 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	47,093	14,424	0.0%	0.0%	105	0	0.0%	Q2 2026	Aug 14, 2026
GHP Investment Advisors, Inc.	History	No change	46,285	14,176	0.52%	0.52%	106	0	0.0%	Q2 2026	Jul 17, 2026
Compton Wealth Advisory Group, LLC	History	No change	46,550	14,147	2.86%	2.86%	107	0	0.0%	Q2 2026	Jul 21, 2026
Midwest Trust Co	History	No change	45,110	13,817	0.16%	0.16%	108	0	0.0%	Q2 2026	Aug 04, 2026
Avantax Planning Partners, Inc.	History	No change	44,532	13,640	0.34%	0.34%	109	0	0.0%	Q2 2026	Jul 28, 2026
Meramec Financial Planners, LLC	History	No change	46,077	13,579	4.96%	4.96%	110	0	0.0%	Q2 2026	Jul 28, 2026
Davis Investment Partners, LLC	History	No change	44,287	13,565	4.13%	4.13%	111	0	0.0%	Q2 2026	Aug 07, 2026
INSPIRE TRUST CO, N.A.	History	No change	43,500	13,324	1.83%	1.83%	112	0	0.0%	Q2 2026	Aug 05, 2026
Wolff Financial Management LLC	History	No change	43,491	13,321	2.66%	2.66%	113	0	0.0%	Q2 2026	Jul 16, 2026
Belpointe Asset Management LLC	History	No change	43,372	13,285	0.43%	0.43%	114	0	0.0%	Q2 2026	Jul 31, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	No change	42,929	13,149	0.19%	0.19%	115	0	0.0%	Q2 2026	Jul 14, 2026
BOKF, NA	History	No change	42,617	13,053	0.18%	0.18%	116	0	0.0%	Q2 2026	Aug 10, 2026
REGIMEN WEALTH, LLC	History	No change	42,211	12,929	3.48%	3.48%	117	0	0.0%	Q2 2026	Aug 05, 2026
Private Advisor Group, LLC	History	No change	41,997	12,863	0.06%	0.06%	118	0	0.0%	Q2 2026	Jul 27, 2026
NewEdge Wealth, LLC	History	No change	41,693	12,770	0.13%	0.13%	119	0	0.0%	Q2 2026	Aug 10, 2026
Eagle Strategies LLC	History	No change	41,338	12,661	1.26%	1.26%	120	0	0.0%	Q2 2026	Jul 21, 2026
D.A. DAVIDSON & CO.	History	No change	40,809	12,499	0.07%	0.07%	121	0	0.0%	Q2 2026	Jul 24, 2026
Fusion Capital, LLC	History	No change	40,231	12,322	2.86%	2.86%	122	0	0.0%	Q2 2026	Aug 05, 2026
Marietta Wealth Management, LLC	History	No change	40,200	12,313	1.27%	1.27%	123	0	0.0%	Q2 2026	Aug 03, 2026
Capital Analysts, LLC	History	No change	39,350	12,053	0.28%	0.28%	124	0	0.0%	Q2 2026	Aug 05, 2026
Focus Partners Wealth	History	No change	38,872	11,906	0.01%	0.01%	125	0	0.0%	Q2 2026	Aug 12, 2026
Advisors Capital Management, LLC	History	No change	38,126	11,678	0.12%	0.12%	126	0	0.0%	Q2 2026	Aug 11, 2026
Gladwyn Financial Advisors, Inc.	History	Reduced	39,723	11,603	7.41%	7.62%	127	-38	-0.1%	Q3 2026	Oct 05, 2026
SAGE FINANCIAL GROUP INC	History	No change	37,754	11,564	0.64%	0.64%	128	0	0.0%	Q2 2026	Jul 21, 2026
GREENUP STREET WEALTH MANAGEMENT LLC	History	No change	36,567	11,200	1.36%	1.36%	129	0	0.0%	Q2 2026	Jul 27, 2026
RTD Financial Advisors, Inc.	History	Reduced	36,126	10,552	1.15%	1.22%	130	-421	-1.15%	Q3 2026	Oct 09, 2026
Redwood Investment Management, LLC	History	No change	34,242	10,488	1.04%	1.04%	131	0	0.0%	Q2 2026	Aug 14, 2026
Bare Financial Services, Inc	History	No change	34,210	10,478	2.4%	2.4%	132	0	0.0%	Q2 2026	Jul 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	No change	34,121	10,451	0.11%	0.11%	133	0	0.0%	Q2 2026	Jul 28, 2026
LMCG INVESTMENTS, LLC	History	No change	33,657	10,309	0.55%	0.55%	134	0	0.0%	Q2 2026	Jul 22, 2026
Prosperity Planning, Inc.	History	Added to	35,186	10,277	2.28%	2.4%	135	+988	2.89%	Q3 2026	Oct 08, 2026
GOLDMAN SACHS GROUP INC	History	No change	33,282	10,194	0.0%	0.0%	136	0	0.0%	Q2 2026	Aug 14, 2026
Connecticut Wealth Management, LLC	History	No change	32,765	10,035	0.37%	0.37%	137	0	0.0%	Q2 2026	Jul 29, 2026
NFSG Corp	History	No change	32,220	9,868	1.22%	1.22%	138	0	0.0%	Q2 2026	Aug 14, 2026
Sanctuary Advisors, LLC	History	No change	32,081	9,826	0.05%	0.05%	139	0	0.0%	Q2 2026	Aug 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	No change	30,742	9,416	0.34%	0.34%	140	0	0.0%	Q2 2026	Jul 21, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	30,695	9,401	0.66%	0.66%	141	0	0.0%	Q2 2026	Jul 07, 2026
FIRST AMERICAN TRUST, FSB	History	No change	30,681	9,397	0.57%	0.57%	142	0	0.0%	Q2 2026	Aug 10, 2026
Hapanowicz & Associates Financial Services, Inc	History	No change	30,605	9,374	2.92%	2.92%	143	0	0.0%	Q2 2026	Jul 29, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	29,618	9,072	0.01%	0.01%	144	0	0.0%	Q2 2026	Aug 19, 2026
Ally Invest Advisors Inc.	History	No change	29,609	9,069	0.55%	0.55%	145	0	0.0%	Q2 2026	Aug 13, 2026
Junk Investment Group, LLC	History	No change	29,540	9,048	4.01%	4.01%	146	0	0.0%	Q2 2026	Jul 29, 2026
Allworth Financial LP	History	No change	29,192	8,941	0.04%	0.04%	147	0	0.0%	Q2 2026	Aug 11, 2026
Savant Capital, LLC	History	No change	31,508	8,915	0.03%	0.03%	148	0	0.0%	Q2 2026	Aug 10, 2026
STEPHENS INC /AR/	History	No change	29,026	8,890	0.1%	0.1%	149	0	0.0%	Q2 2026	Jul 29, 2026
PITTENGER & ANDERSON INC	History	No change	28,681	8,784	0.31%	0.31%	150	0	0.0%	Q2 2026	Jul 27, 2026
Concurrent Investment Advisors, LLC	History	No change	28,667	8,780	0.07%	0.07%	151	0	0.0%	Q2 2026	Jul 27, 2026
Regal Investment Advisors LLC	History	No change	28,634	8,770	0.46%	0.46%	152	0	0.0%	Q2 2026	Aug 14, 2026
RWA WEALTH PARTNERS, LLC	History	No change	28,625	8,768	0.08%	0.08%	153	0	0.0%	Q2 2026	Aug 07, 2026
Farmers & Merchants Trust Co of Chambersburg PA	History	No change	28,441	8,711	2.21%	2.21%	154	0	0.0%	Q2 2026	Jul 24, 2026
Arax Advisory Partners	History	No change	28,109	8,567	0.06%	0.06%	155	0	0.0%	Q2 2026	Aug 10, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	History	No change	27,893	8,543	0.01%	0.01%	156	0	0.0%	Q2 2026	Aug 14, 2026
MMA ASSET MANAGEMENT LLC	History	No change	27,452	8,408	2.68%	2.68%	157	0	0.0%	Q2 2026	Aug 04, 2026
360 Financial, Inc.	History	No change	27,149	8,315	2.11%	2.11%	158	0	0.0%	Q2 2026	Aug 11, 2026
Kingsview Wealth Management, LLC	History	No change	27,064	8,289	0.1%	0.1%	159	0	0.0%	Q2 2026	Aug 18, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	26,706	8,179	0.0%	0.0%	160	0	0.0%	Q2 2026	Aug 14, 2026
Ascent Group, LLC	History	No change	25,720	7,878	0.24%	0.24%	161	0	0.0%	Q2 2026	Aug 03, 2026
NORTHERN TRUST CORP	History	No change	25,710	7,874	0.0%	0.0%	162	0	0.0%	Q2 2026	Aug 13, 2026
Texas Yale Capital Corp.	History	No change	25,543	7,823	0.17%	0.17%	163	0	0.0%	Q2 2026	Aug 12, 2026
SWAN Capital LLC	History	No change	25,316	7,754	2.65%	2.65%	164	0	0.0%	Q2 2026	Aug 13, 2026
BROWN ADVISORY INC	History	No change	25,278	7,742	0.01%	0.01%	165	0	0.0%	Q2 2026	Aug 14, 2026
BANK OF MONTREAL /CAN/	History	No change	24,722	7,572	0.0%	0.0%	166	0	0.0%	Q2 2026	Aug 12, 2026
JMG Financial Group, Ltd.	History	No change	24,594	7,533	0.18%	0.18%	167	0	0.0%	Q2 2026	Jul 31, 2026
Checchi Capital Advisers, LLC	History	No change	24,593	7,532	0.34%	0.34%	168	0	0.0%	Q2 2026	Aug 04, 2026
Aufman Associates Inc	History	No change	24,429	7,482	2.98%	2.98%	169	0	0.0%	Q2 2026	Aug 12, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC	History	No change	24,261	7,431	0.34%	0.34%	170	0	0.0%	Q2 2026	Jul 21, 2026
CITADEL ADVISORS LLC	History	No change	24,200	7,412	0.0%	0.0%	171	0	0.0%	Q2 2026	Sep 02, 2026
Transamerica Financial Advisors, LLC	History	No change	24,087	7,377	0.62%	0.62%	172	0	0.0%	Q2 2026	Aug 14, 2026
Bleakley Financial Group, LLC	History	No change	23,753	7,275	0.09%	0.09%	173	0	0.0%	Q2 2026	Aug 05, 2026
Operose Advisors LLC	History	No change	23,535	7,209	1.39%	1.39%	174	0	0.0%	Q2 2026	Aug 13, 2026
KIECKHEFER GROUP LLC	History	No change	23,527	7,206	2.93%	2.93%	175	0	0.0%	Q2 2026	Jul 21, 2026
Cranbrook Wealth Management, LLC	History	No change	23,462	7,186	1.34%	1.34%	176	0	0.0%	Q2 2026	Aug 06, 2026
Zeit Capital LLC	History	No change	22,803	6,984	4.21%	4.21%	177	0	0.0%	Q2 2026	Aug 06, 2026
Sharp Wealth Advisory, LLC	History	No change	22,735	6,963	3.23%	3.23%	178	0	0.0%	Q2 2026	Jul 24, 2026
GENESIS PRIVATE WEALTH, LLC	History	No change	22,714	6,957	1.96%	1.96%	179	0	0.0%	Q2 2026	Jul 13, 2026
HFG Advisors, Inc.	History	No change	22,683	6,947	4.33%	4.33%	180	0	0.0%	Q2 2026	Aug 07, 2026
HB Wealth Management, LLC	History	No change	22,679	6,946	0.04%	0.04%	181	0	0.0%	Q2 2026	Jul 29, 2026
IVC Wealth Advisors LLC	History	No change	22,659	6,940	2.71%	2.71%	182	0	0.0%	Q2 2026	Jul 14, 2026
ECLECTIC ASSOCIATES INC /ADV	History	Reduced	23,600	6,893	0.77%	0.85%	183	-845	-3.46%	Q3 2026	Oct 08, 2026
MassMutual Private Wealth & Trust, FSB	History	Reduced	23,591	6,890	0.18%	0.2%	184	-1,155	-4.67%	Q3 2026	Oct 05, 2026
INTEGRITY ALLIANCE, LLC.	History	No change	22,278	6,823	0.21%	0.21%	185	0	0.0%	Q2 2026	Jul 31, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC	History	No change	22,214	6,804	0.46%	0.46%	186	0	0.0%	Q2 2026	Aug 05, 2026
Perigon Wealth Management, LLC	History	No change	22,084	6,764	0.11%	0.11%	187	0	0.0%	Q2 2026	Aug 07, 2026
PLANNING DIRECTIONS INC	History	No change	22,040	6,750	3.13%	3.13%	188	0	0.0%	Q2 2026	Aug 10, 2026
Aprio Wealth Management, LLC	History	No change	21,786	6,672	0.33%	0.33%	189	0	0.0%	Q2 2026	Jul 24, 2026
FIRST UNITED BANK & TRUST	History	No change	21,625	6,623	1.91%	1.91%	190	0	0.0%	Q2 2026	Jul 20, 2026
IFP Advisors, Inc	History	No change	21,312	6,527	0.12%	0.12%	191	0	0.0%	Q2 2026	Jul 20, 2026
Merit Financial Group, LLC	History	No change	21,300	6,524	0.04%	0.04%	192	0	0.0%	Q2 2026	Jul 20, 2026
Arch Global Advisors, LLC	History	No change	21,204	6,494	2.87%	2.87%	193	0	0.0%	Q2 2026	Aug 11, 2026
Ashton Thomas Private Wealth, LLC	History	No change	21,062	6,451	0.13%	0.13%	194	0	0.0%	Q2 2026	Jul 29, 2026
TRUSTMARK BANK TRUST DEPARTMENT	History	No change	19,896	6,094	0.36%	0.36%	195	0	0.0%	Q2 2026	Aug 12, 2026
Asset Management Group, Inc.	History	No change	19,843	6,078	0.89%	0.89%	196	0	0.0%	Q2 2026	Aug 14, 2026
Vestmark Advisory Solutions, Inc.	History	No change	19,741	6,046	0.06%	0.06%	197	0	0.0%	Q2 2026	Aug 14, 2026
CENTRAL TRUST Co	History	No change	19,454	5,958	0.11%	0.11%	198	0	0.0%	Q2 2026	Jul 31, 2026
PARK AVENUE SECURITIES LLC	History	No change	19,343	5,925	0.04%	0.04%	199	0	0.0%	Q2 2026	Jul 20, 2026
FIFTH THIRD SECURITIES, INC.	History	No change	19,124	5,857	0.33%	0.33%	200	0	0.0%	Q2 2026	Jul 15, 2026
Baltimore-Washington Financial Advisors, Inc.	History	No change	18,932	5,798	0.22%	0.22%	201	0	0.0%	Q2 2026	Aug 13, 2026
NWAM LLC	History	No change	18,865	5,778	0.29%	0.29%	202	0	0.0%	Q2 2026	Jul 23, 2026
Councilor Wealth, LLC	History	Reduced	19,753	5,770	2.38%	2.48%	203	-300	-1.5%	Q3 2026	Oct 09, 2026
HRT FINANCIAL LP	History	No change	18,763	5,747	0.01%	0.01%	204	0	0.0%	Q2 2026	Aug 14, 2026
Waterford Advisors, LLC	History	No change	20,897	5,718	1.56%	1.56%	205	0	0.0%	Q2 2026	Aug 14, 2026
Quantinno Capital Management LP	History	No change	18,115	5,548	0.01%	0.01%	206	0	0.0%	Q2 2026	Aug 13, 2026
Mutual Advisors, LLC	History	No change	18,013	5,517	0.1%	0.1%	207	0	0.0%	Q2 2026	Aug 14, 2026
Virtu Financial LLC	History	No change	17,889	5,479	0.17%	0.17%	208	0	0.0%	Q2 2026	Aug 13, 2026
Ausdal Financial Partners, Inc.	History	No change	17,813	5,456	0.21%	0.21%	209	0	0.0%	Q2 2026	Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	No change	17,741	5,433	0.07%	0.07%	210	0	0.0%	Q2 2026	Aug 07, 2026
Addison Advisors LLC	History	No change	17,717	5,426	2.56%	2.56%	211	0	0.0%	Q2 2026	Aug 10, 2026
Prosperity Consulting Group, LLC	History	No change	17,582	5,385	0.2%	0.2%	212	0	0.0%	Q2 2026	Aug 13, 2026
MONECO ADVISORS, LLC	History	No change	17,515	5,364	0.33%	0.33%	213	0	0.0%	Q2 2026	Aug 11, 2026
SOA Wealth Advisors, LLC.	History	No change	17,419	5,335	0.9%	0.9%	214	0	0.0%	Q2 2026	Jul 21, 2026
Baring Financial LLC	History	Added to	17,962	5,246	2.8%	2.96%	215	+424	2.42%	Q3 2026	Oct 07, 2026
Summit Financial, LLC	History	No change	16,942	5,189	0.06%	0.06%	216	0	0.0%	Q2 2026	Aug 12, 2026
MATHER GROUP, LLC.	History	No change	16,501	5,054	0.04%	0.04%	217	0	0.0%	Q2 2026	Jul 27, 2026
CX Institutional	History	Added to	17,253	5,040	0.14%	0.14%	218	+1,329	8.35%	Q3 2026	Oct 02, 2026
Caprock Group, LLC	History	No change	16,350	5,008	0.1%	0.1%	219	0	0.0%	Q2 2026	Jul 27, 2026
Linscomb Wealth, Inc.	History	No change	16,286	4,988	0.22%	0.22%	220	0	0.0%	Q2 2026	Jul 31, 2026
Pathstone Holdings, LLC	History	No change	16,218	4,967	0.01%	0.01%	221	0	0.0%	Q2 2026	Aug 13, 2026
Goepper Burkhardt LLC	History	No change	16,215	4,966	1.49%	1.49%	222	0	0.0%	Q2 2026	Aug 10, 2026
BRIGHTON JONES LLC	History	No change	16,139	4,943	0.09%	0.09%	223	0	0.0%	Q2 2026	Aug 11, 2026
Financial Engines Advisors L.L.C.	History	No change	16,050	4,916	0.01%	0.01%	224	0	0.0%	Q2 2026	Aug 14, 2026
Sagace Wealth Management LLC	History	No change	15,823	4,846	3.04%	3.04%	225	0	0.0%	Q2 2026	Aug 03, 2026
NICOLET BANKSHARES INC	History	No change	15,732	4,806	0.15%	0.15%	226	0	0.0%	Q2 2026	Aug 11, 2026
TITLEIST ASSET MANAGEMENT, LLC	History	Reduced	16,297	4,760	0.31%	0.34%	227	-345	-2.07%	Q3 2026	Oct 08, 2026
Keel Point, LLC	History	No change	15,283	4,681	0.28%	0.28%	228	0	0.0%	Q2 2026	Aug 14, 2026
HARBOUR INVESTMENTS, INC.	History	No change	15,129	4,633	0.06%	0.06%	229	0	0.0%	Q2 2026	Aug 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION	History	No change	15,080	4,619	0.27%	0.27%	230	0	0.0%	Q2 2026	Aug 10, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	No change	15,015	4,599	0.07%	0.07%	231	0	0.0%	Q2 2026	Aug 10, 2026
Atria Investments, Inc	History	No change	14,748	4,517	0.05%	0.05%	232	0	0.0%	Q2 2026	Jul 28, 2026
LifePlan Investment Advisors, Inc.	History	No change	14,701	4,503	1.55%	1.55%	233	0	0.0%	Q2 2026	Aug 11, 2026
Wealthcare Advisory Partners LLC	History	No change	14,561	4,460	0.08%	0.08%	234	0	0.0%	Q2 2026	Jul 09, 2026
Ifrah Financial Services, Inc.	History	No change	14,496	4,440	1.08%	1.08%	235	0	0.0%	Q2 2026	Jul 21, 2026
Bravera Wealth	History	No change	14,425	4,418	1.69%	1.69%	236	0	0.0%	Q2 2026	Jul 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	History	No change	14,211	4,352	0.88%	0.88%	237	0	0.0%	Q2 2026	Jul 17, 2026
Cohen Klingenstein LLC	History	No change	13,922	4,264	0.12%	0.12%	238	0	0.0%	Q2 2026	Jul 15, 2026
J.W. COLE ADVISORS, INC.	History	No change	13,859	4,244	0.07%	0.07%	239	0	0.0%	Q2 2026	Jul 21, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD	History	No change	13,813	4,230	2.0%	2.0%	240	0	0.0%	Q2 2026	Jul 15, 2026
Focus Partners Advisor Solutions, LLC	History	No change	13,623	4,172	0.04%	0.04%	241	0	0.0%	Q2 2026	Aug 06, 2026
MidAtlantic Capital Management, Inc.	History	No change	13,601	4,166	2.59%	2.59%	242	0	0.0%	Q2 2026	Aug 10, 2026
White Lighthouse Investment Management Inc.	History	No change	13,586	4,161	0.52%	0.52%	243	0	0.0%	Q2 2026	Aug 04, 2026
Berman McAleer LLC	History	No change	13,424	4,111	0.48%	0.48%	244	0	0.0%	Q2 2026	Jul 16, 2026
Peak Retirement Planning, Inc.	History	No change	13,285	4,069	0.64%	0.64%	245	0	0.0%	Q2 2026	Aug 10, 2026
CITIGROUP INC	History	No change	13,278	4,066	0.0%	0.0%	246	0	0.0%	Q2 2026	Aug 03, 2026
MSH Capital Advisors LLC	History	No change	13,225	4,050	0.7%	0.7%	247	0	0.0%	Q2 2026	Aug 10, 2026
ALLSTREET CAPITAL ADVISORS LLC	History	No change	13,223	4,050	2.63%	2.63%	248	0	0.0%	Q2 2026	Jul 28, 2026
Wealth Enhancement Trust Services, Inc.	History	Reduced	13,687	3,997	0.43%	0.66%	249	-5,565	-28.91%	Q3 2026	Oct 07, 2026
PFG Advisors	History	No change	13,030	3,991	0.2%	0.2%	250	0	0.0%	Q2 2026	Jul 16, 2026
Krilogy Financial LLC	History	No change	12,900	3,951	0.12%	0.12%	251	0	0.0%	Q2 2026	Jul 27, 2026
Prospera Financial Services Inc	History	No change	12,486	3,825	0.06%	0.06%	252	0	0.0%	Q2 2026	Jul 15, 2026
Bank of New York Mellon Corp	History	No change	12,456	3,815	0.0%	0.0%	253	0	0.0%	Q2 2026	Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC	History	No change	12,385	3,793	0.01%	0.01%	254	0	0.0%	Q2 2026	Aug 13, 2026
Wedmont Private Capital	History	Reduced	12,730	3,791	0.09%	0.11%	255	-431	-3.27%	Q3 2026	Oct 09, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC	History	No change	12,325	3,775	0.75%	0.75%	256	0	0.0%	Q2 2026	Jul 22, 2026
Mustard Seed Financial, LLC	History	No change	12,319	3,773	1.96%	1.96%	257	0	0.0%	Q2 2026	Aug 05, 2026
SilverOak Wealth Management LLC	History	No change	12,200	3,736	0.48%	0.48%	258	0	0.0%	Q2 2026	Jul 29, 2026
Integrated Wealth Concepts LLC	History	No change	12,137	3,717	0.02%	0.02%	259	0	0.0%	Q2 2026	Sep 08, 2026
Crestwood Advisors Group, LLC	History	No change	12,063	3,694	0.05%	0.05%	260	0	0.0%	Q2 2026	Aug 03, 2026
Sovran Advisors, LLC	History	No change	12,289	3,610	0.27%	0.27%	261	0	0.0%	Q2 2026	Jul 29, 2026
Clearstead Advisors, LLC	History	No change	11,743	3,596	0.03%	0.03%	262	0	0.0%	Q2 2026	Aug 06, 2026
Sterling Financial Planning, Inc.	History	No change	11,514	3,526	0.96%	0.96%	263	0	0.0%	Q2 2026	Aug 11, 2026
MOODY NATIONAL BANK TRUST DIVISION	History	Reduced	12,029	3,513	0.29%	0.31%	264	-83	-0.69%	Q3 2026	Oct 06, 2026
JUNCTURE WEALTH STRATEGIES, LLC	History	Reduced	11,968	3,495	0.9%	0.96%	265	-60	-0.5%	Q3 2026	Oct 06, 2026
Vise Technologies, Inc.	History	No change	11,364	3,480	0.04%	0.04%	266	0	0.0%	Q2 2026	Aug 10, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC	History	No change	11,298	3,460	1.56%	1.56%	267	0	0.0%	Q2 2026	Aug 07, 2026
Werba Rubin Papier Wealth Management	History	No change	11,268	3,451	0.42%	0.42%	268	0	0.0%	Q2 2026	Jul 27, 2026
Wealthfront Advisers LLC	History	No change	11,218	3,436	0.01%	0.01%	269	0	0.0%	Q2 2026	Aug 07, 2026
Chicago Partners Investment Group LLC	History	No change	11,562	3,407	0.07%	0.07%	270	0	0.0%	Q2 2026	Jul 29, 2026
STEPH & CO	History	Reduced	11,646	3,401	0.87%	0.91%	271	-76	-0.65%	Q3 2026	Oct 07, 2026
Lionshead Wealth Management, LLC	History	No change	11,030	3,378	2.19%	2.19%	272	0	0.0%	Q2 2026	Jul 28, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	History	No change	10,965	3,358	0.19%	0.19%	273	0	0.0%	Q2 2026	Jul 15, 2026
CHOREO, LLC	History	No change	10,960	3,356	0.04%	0.04%	274	0	0.0%	Q2 2026	Aug 04, 2026
VALLEY WEALTH MANAGERS, INC.	History	Reduced	11,313	3,304	0.19%	0.2%	275	-199	-1.73%	Q3 2026	Oct 09, 2026
IFG Advisory, LLC	History	No change	10,746	3,291	0.12%	0.12%	276	0	0.0%	Q2 2026	Aug 13, 2026
Tower View Wealth Management LLC	History	No change	10,677	3,270	1.44%	1.44%	277	0	0.0%	Q2 2026	Jul 24, 2026
Visionary Wealth Advisors	History	No change	10,587	3,242	0.13%	0.13%	278	0	0.0%	Q2 2026	Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC	History	No change	10,402	3,186	0.16%	0.16%	279	0	0.0%	Q2 2026	Jul 31, 2026
Ballentine Partners, LLC	History	No change	10,380	3,179	0.04%	0.04%	280	0	0.0%	Q2 2026	Jul 17, 2026
LeConte Wealth Management, LLC	History	No change	10,282	3,149	1.72%	1.72%	281	0	0.0%	Q2 2026	Aug 07, 2026
Global Retirement Partners, LLC	History	No change	10,206	3,126	0.05%	0.05%	282	0	0.0%	Q2 2026	Aug 06, 2026
Fingerlakes Wealth Management, Inc.	History	No change	10,128	3,102	1.67%	1.67%	283	0	0.0%	Q2 2026	Jul 23, 2026
Strategic Wealth Advisors LLC	History	No change	10,899	3,042	2.6%	2.6%	284	0	0.0%	Q2 2026	Aug 07, 2026
Capital Advisors, Ltd. LLC	History	No change	9,921	3,039	0.31%	0.31%	285	0	0.0%	Q2 2026	Jul 16, 2026
SageView Advisory Group, LLC	History	No change	9,919	3,038	0.1%	0.1%	286	0	0.0%	Q2 2026	Aug 10, 2026
Argent Trust Co	History	No change	9,905	3,033	0.09%	0.09%	287	0	0.0%	Q2 2026	Aug 06, 2026
PRINCIPAL SECURITIES, INC.	History	No change	9,765	2,990	0.04%	0.04%	288	0	0.0%	Q2 2026	Aug 04, 2026
Gotham Asset Management, LLC	History	No change	9,695	2,969	0.01%	0.01%	289	0	0.0%	Q2 2026	Aug 14, 2026
REGIONS FINANCIAL CORP	History	No change	9,676	2,963	0.02%	0.02%	290	0	0.0%	Q2 2026	Aug 10, 2026
KINTRA WEALTH, LLC	History	No change	9,451	2,962	0.15%	0.15%	291	0	0.0%	Q2 2026	Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	9,580	2,934	0.14%	0.14%	292	0	0.0%	Q2 2026	Jul 28, 2026
VICTORY FINANCIAL GROUP, LLC	History	No change	9,545	2,923	0.31%	0.31%	293	0	0.0%	Q2 2026	Jul 28, 2026
CHILTON INVESTMENT CO INC.	History	No change	9,503	2,910	0.07%	0.07%	294	0	0.0%	Q2 2026	Aug 14, 2026
Intergy Private Wealth, LLC	History	No change	9,481	2,904	0.67%	0.67%	295	0	0.0%	Q2 2026	Jul 17, 2026
Stratos Wealth Partners, LTD.	History	No change	9,467	2,899	0.03%	0.03%	296	0	0.0%	Q2 2026	Aug 11, 2026
BlackRock, Inc.	History	No change	9,449	2,894	0.0%	0.0%	297	0	0.0%	Q2 2026	Aug 07, 2026
Joseph P. Lucia & Associates, LLC	History	No change	9,434	2,889	0.87%	0.87%	298	0	0.0%	Q2 2026	Aug 07, 2026
Leading Edge Financial Planning LLC	History	No change	9,383	2,874	0.51%	0.51%	299	0	0.0%	Q2 2026	Aug 06, 2026
Gateway Wealth Partners, LLC	History	No change	9,368	2,869	0.17%	0.17%	300	0	0.0%	Q2 2026	Aug 04, 2026
Thrive Capital Management, LLC	History	No change	9,161	2,806	0.53%	0.53%	301	0	0.0%	Q2 2026	Aug 05, 2026
Magnus Financial Group LLC	History	No change	9,086	2,783	0.2%	0.2%	302	0	0.0%	Q2 2026	Jul 09, 2026
Arkadios Wealth Advisors	History	No change	9,040	2,769	0.04%	0.04%	303	0	0.0%	Q2 2026	Aug 10, 2026
Simmons Bank	History	No change	9,013	2,760	0.16%	0.16%	304	0	0.0%	Q2 2026	Jul 31, 2026
Willis Johnson & Associates, Inc.	History	No change	9,012	2,760	0.15%	0.15%	305	0	0.0%	Q2 2026	Aug 13, 2026
Sigma Planning Corp	History	No change	8,985	2,752	0.07%	0.07%	306	0	0.0%	Q2 2026	Aug 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	8,933	2,738	0.02%	0.02%	307	0	0.0%	Q2 2026	Aug 14, 2026
Institute for Wealth Management, LLC.	History	No change	8,815	2,700	0.24%	0.24%	308	0	0.0%	Q2 2026	Jul 28, 2026
STEVENS CAPITAL PARTNERS	History	No change	8,718	2,670	0.51%	0.51%	309	0	0.0%	Q2 2026	Aug 07, 2026
Cresset Asset Management, LLC	History	No change	8,670	2,655	0.01%	0.01%	310	0	0.0%	Q2 2026	Aug 14, 2026
COZAD ASSET MANAGEMENT INC	History	No change	8,652	2,649	0.17%	0.17%	311	0	0.0%	Q2 2026	Aug 14, 2026
Cooksen Wealth, LLC	History	No change	8,578	2,627	1.66%	1.66%	312	0	0.0%	Q2 2026	Jul 30, 2026
Advisory Services Network, LLC	History	No change	8,573	2,625	0.03%	0.03%	313	0	0.0%	Q2 2026	Aug 12, 2026
CJM Wealth Advisers, Ltd.	History	No change	8,559	2,621	0.69%	0.69%	314	0	0.0%	Q2 2026	Jul 17, 2026
First PREMIER Bank	History	No change	8,525	2,612	0.42%	0.42%	315	0	0.0%	Q2 2026	Jul 15, 2026
KPP Advisory Services LLC	History	No change	8,521	2,609	0.33%	0.33%	316	0	0.0%	Q2 2026	Jul 24, 2026
Oxinas Partners, LLC	History	No change	8,495	2,602	1.03%	1.03%	317	0	0.0%	Q2 2026	Jul 14, 2026
GC Wealth Management RIA, LLC	History	No change	8,380	2,566	0.15%	0.15%	318	0	0.0%	Q2 2026	Jul 16, 2026
Americana Partners, LLC	History	No change	8,130	2,490	0.06%	0.06%	319	0	0.0%	Q2 2026	Aug 05, 2026
OneAscent Financial Services LLC	History	No change	8,116	2,485	0.12%	0.12%	320	0	0.0%	Q2 2026	Aug 11, 2026
Kassira Wealth Management LLC	History	No change	8,108	2,483	1.99%	1.99%	321	0	0.0%	Q2 2026	Aug 07, 2026
ERn Financial, LLC	History	No change	8,101	2,481	0.41%	0.41%	322	0	0.0%	Q2 2026	Jul 23, 2026
Meridian Financial Advisors, LLC	History	No change	8,059	2,468	1.19%	1.19%	323	0	0.0%	Q2 2026	Jul 22, 2026
DAVENPORT & Co LLC	History	No change	8,033	2,460	0.01%	0.01%	324	0	0.0%	Q2 2026	Jul 13, 2026
WEALTH ALLIANCE, LLC	History	No change	8,021	2,456	0.21%	0.21%	325	0	0.0%	Q2 2026	Aug 11, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC	History	No change	8,015	2,455	0.3%	0.3%	326	0	0.0%	Q2 2026	Aug 11, 2026
Nuveen, LLC	History	No change	8,013	2,454	0.0%	0.0%	327	0	0.0%	Q2 2026	Aug 11, 2026
Sequoia Financial Advisors, LLC	History	No change	7,967	2,440	0.01%	0.01%	328	0	0.0%	Q2 2026	Jul 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC	History	No change	7,961	2,438	0.36%	0.36%	329	0	0.0%	Q2 2026	Jul 21, 2026
1834 INVESTMENT ADVISORS CO	History	No change	7,926	2,427	0.27%	0.27%	330	0	0.0%	Q2 2026	Jul 30, 2026
LOWE BROCKENBROUGH & CO INC	History	No change	7,895	2,418	0.11%	0.11%	331	0	0.0%	Q2 2026	Aug 03, 2026
World Investment Advisors	History	No change	9,243	2,378	0.04%	0.04%	332	0	0.0%	Q2 2026	Aug 13, 2026
Insight Advisors, LLC/ PA	History	No change	7,745	2,372	0.42%	0.42%	333	0	0.0%	Q2 2026	Aug 05, 2026
SUMMIT WEALTH GROUP LLC / CO	History	No change	7,741	2,371	0.2%	0.2%	334	0	0.0%	Q2 2026	Jul 28, 2026
ProVise Management Group, LLC	History	No change	7,705	2,359	0.16%	0.16%	335	0	0.0%	Q2 2026	Aug 03, 2026
Causey Wealth LLC	History	No change	7,638	2,339	0.91%	0.91%	336	0	0.0%	Q2 2026	Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	7,574	2,319	0.01%	0.01%	337	0	0.0%	Q2 2026	Aug 13, 2026
TSFG, LLC	History	No change	7,515	2,302	0.29%	0.29%	338	0	0.0%	Q2 2026	Jul 23, 2026
AE Wealth Management LLC	History	No change	7,494	2,295	0.01%	0.01%	339	0	0.0%	Q2 2026	Aug 03, 2026
Maridea Wealth Management LLC	History	No change	7,490	2,294	0.25%	0.25%	340	0	0.0%	Q2 2026	Aug 06, 2026
LOWERY THOMAS, LLC	History	No change	7,445	2,280	1.11%	1.11%	341	0	0.0%	Q2 2026	Jul 29, 2026
Main Street Financial Solutions, LLC	History	No change	7,427	2,274	0.15%	0.15%	342	0	0.0%	Q2 2026	Aug 07, 2026
Asset Allocation & Management Company, LLC	History	No change	7,329	2,245	0.73%	0.73%	343	0	0.0%	Q2 2026	Jul 15, 2026
Horizon Investments, LLC	History	No change	7,327	2,244	0.02%	0.02%	344	0	0.0%	Q2 2026	Aug 13, 2026
ALEXANDER LABRUNERIE & CO., INC.	History	No change	7,319	2,241	0.79%	0.79%	345	0	0.0%	Q2 2026	Aug 03, 2026
Cordoba Advisory Partners LLC	History	No change	7,263	2,222	0.47%	0.47%	346	0	0.0%	Q2 2026	Jul 21, 2026
STUART INVESTMENT ADVISORS, INC.	History	No change	7,250	2,220	0.89%	0.89%	347	0	0.0%	Q2 2026	Aug 06, 2026
Colonial Trust Co / SC	History	No change	7,231	2,214	0.28%	0.28%	348	0	0.0%	Q2 2026	Aug 11, 2026
NBT BANK, N.A.	History	No change	7,180	2,199	0.15%	0.15%	349	0	0.0%	Q2 2026	Jul 29, 2026
Spartan Wealth Advisory Services LLC	History	No change	7,172	2,196	0.18%	0.18%	350	0	0.0%	Q2 2026	Aug 05, 2026
Fee-Only Financial Planning, L.C.	History	No change	7,093	2,172	1.16%	1.16%	351	0	0.0%	Q2 2026	Jul 29, 2026
FIDELIS CAPITAL PARTNERS, LLC	History	No change	7,089	2,171	0.13%	0.13%	352	0	0.0%	Q2 2026	Aug 13, 2026
QUADRANT CAPITAL GROUP LLC	History	No change	7,080	2,168	0.06%	0.06%	353	0	0.0%	Q2 2026	Aug 14, 2026
Meridian Wealth Management, LLC	History	No change	7,092	2,164	0.07%	0.07%	354	0	0.0%	Q2 2026	Aug 05, 2026
Washington Trust Advisors, Inc.	History	No change	7,011	2,147	0.16%	0.16%	355	0	0.0%	Q2 2026	Jul 29, 2026
Friday Financial	History	Added to	7,057	2,081	0.41%	0.39%	356	+2,170	44.4%	Q3 2026	Oct 09, 2026
Net Worth Advisory Group	History	No change	6,704	2,053	0.52%	0.52%	357	0	0.0%	Q2 2026	Jul 13, 2026
Venture Visionary Partners LLC	History	Reduced	7,005	2,046	0.05%	0.06%	358	-200	-2.78%	Q3 2026	Oct 07, 2026
FAS Wealth Partners, Inc.	History	No change	6,677	2,045	0.11%	0.11%	359	0	0.0%	Q2 2026	Jul 29, 2026
Indivisible Partners	History	No change	6,667	2,042	0.12%	0.12%	360	0	0.0%	Q2 2026	Aug 04, 2026
WAYSTONE ADVISORS LLC	History	No change	6,645	2,035	1.52%	1.52%	361	0	0.0%	Q2 2026	Jul 16, 2026
Jacobs Equity LLC	History	No change	6,604	2,022	1.4%	1.4%	362	0	0.0%	Q2 2026	Aug 14, 2026
VANGUARD ADVISERS INC	History	No change	6,551	2,006	0.01%	0.01%	363	0	0.0%	Q2 2026	Aug 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	No change	6,523	1,998	0.06%	0.06%	364	0	0.0%	Q2 2026	Aug 10, 2026
TFB Advisors LLC	History	No change	6,451	1,975	0.87%	0.87%	365	0	0.0%	Q2 2026	Aug 06, 2026
OPPENHEIMER & CO INC	History	No change	6,426	1,968	0.02%	0.02%	366	0	0.0%	Q2 2026	Aug 03, 2026
Envision Financial Planning, LLC	History	No change	6,351	1,945	0.63%	0.63%	367	0	0.0%	Q2 2026	Aug 14, 2026
Apollon Wealth Management, LLC	History	No change	6,346	1,943	0.02%	0.02%	368	0	0.0%	Q2 2026	Jul 22, 2026
Fifth Third Wealth Advisors LLC	History	No change	6,317	1,934	0.05%	0.05%	369	0	0.0%	Q2 2026	Jul 17, 2026
Mascagni Wealth Management, Inc.	History	No change	6,223	1,906	1.18%	1.18%	370	0	0.0%	Q2 2026	Jul 31, 2026
Community Financial Services Group, LLC	History	No change	6,231	1,893	0.28%	0.28%	371	0	0.0%	Q2 2026	Jul 09, 2026
CITY HOLDING CO	History	No change	6,132	1,878	0.21%	0.21%	372	0	0.0%	Q2 2026	Jul 10, 2026
Brady Martz Wealth Solutions, LLC	History	No change	6,128	1,877	0.28%	0.28%	373	0	0.0%	Q2 2026	Jul 23, 2026
Capital Squared Financial LLC	History	No change	6,130	1,877	1.23%	1.23%	374	0	0.0%	Q2 2026	Jul 21, 2026
Weinberger Asset Management, Inc	History	No change	6,343	1,874	0.6%	0.6%	375	0	0.0%	Q2 2026	Aug 05, 2026
Genesis Financial Group, LLC	History	No change	6,111	1,871	1.22%	1.22%	376	0	0.0%	Q2 2026	Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	6,102	1,869	0.0%	0.0%	377	0	0.0%	Q2 2026	Aug 14, 2026
Joel Isaacson & Co., LLC	History	No change	6,076	1,861	0.05%	0.05%	378	0	0.0%	Q2 2026	Aug 04, 2026
Fortis Capital Advisors, LLC	History	No change	6,074	1,860	0.21%	0.21%	379	0	0.0%	Q2 2026	Jul 31, 2026
UMB Bank, n.a.	History	No change	6,069	1,858	0.02%	0.02%	380	0	0.0%	Q2 2026	Aug 13, 2026
Banque Transatlantique SA	History	No change	6,034	1,848	0.04%	0.04%	381	0	0.0%	Q2 2026	Jul 30, 2026
Stratos Wealth Advisors, LLC	History	No change	6,027	1,846	0.1%	0.1%	382	0	0.0%	Q2 2026	Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	5,989	1,834	0.0%	0.0%	383	0	0.0%	Q2 2026	Aug 13, 2026
OneDigital Investment Advisors LLC	History	No change	5,966	1,827	0.02%	0.02%	384	0	0.0%	Q2 2026	Aug 06, 2026
Brookstone Capital Management	History	No change	5,962	1,826	0.02%	0.02%	385	0	0.0%	Q2 2026	Jul 15, 2026
Family Manage LLC	History	No change	5,961	1,825	0.19%	0.19%	386	0	0.0%	Q2 2026	Aug 14, 2026
TRITONPOINT WEALTH, LLC	History	No change	5,936	1,818	0.18%	0.18%	387	0	0.0%	Q2 2026	Aug 11, 2026
TritonPoint Partners, LLC	History	No change	5,936	1,818	0.15%	0.15%	388	0	0.0%	Q2 2026	Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	5,800	1,776	0.01%	0.01%	389	0	0.0%	Q2 2026	Jul 28, 2026
Nova Wealth Management, Inc.	History	No change	5,771	1,767	0.98%	0.98%	390	0	0.0%	Q2 2026	Jul 13, 2026
Mainstream Capital Management LLC	History	No change	5,764	1,765	1.06%	1.06%	391	0	0.0%	Q2 2026	Jul 15, 2026
MJT & Associates Financial Advisory Group, Inc.	History	No change	6,040	1,764	1.14%	1.22%	392	0	0.0%	Q3 2026	Oct 07, 2026
Hilltop National Bank	History	No change	5,717	1,751	0.37%	0.37%	393	0	0.0%	Q2 2026	Jul 01, 2026
Ameritas Advisory Services, LLC	History	No change	5,681	1,740	0.04%	0.04%	394	0	0.0%	Q2 2026	Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	No change	5,673	1,737	0.07%	0.07%	395	0	0.0%	Q2 2026	Jul 27, 2026
Falcon Wealth Planning	History	No change	5,664	1,734	0.11%	0.11%	396	0	0.0%	Q2 2026	Jul 13, 2026
Southland Equity Partners LLC	History	No change	5,636	1,726	0.3%	0.3%	397	0	0.0%	Q2 2026	Jul 13, 2026
UPTICK PARTNERS, LLC	History	No change	5,526	1,692	0.26%	0.26%	398	0	0.0%	Q2 2026	Aug 10, 2026
St. Louis Trust Co	History	No change	3,801	1,686	0.19%	0.19%	399	0	0.0%	Q2 2026	Jul 30, 2026
Strategic Wealth Investment Group, LLC	History	No change	5,499	1,684	0.2%	0.2%	400	0	0.0%	Q2 2026	Aug 04, 2026
Capital Management Associates, Inc	History	No change	5,443	1,667	0.34%	0.34%	401	0	0.0%	Q2 2026	Jul 22, 2026
Novak & Powell Financial Services, Inc.	History	No change	5,426	1,661	0.78%	0.78%	402	0	0.0%	Q2 2026	Aug 11, 2026
Wescott Financial Advisory Group, LLC	History	No change	5,398	1,653	0.13%	0.13%	403	0	0.0%	Q2 2026	Aug 04, 2026
Generations Wealth, LLC	History	No change	5,385	1,649	1.57%	1.57%	404	0	0.0%	Q2 2026	Aug 11, 2026
J. M. Brown & Associates Inc.	History	No change	5,385	1,649	0.94%	0.94%	405	0	0.0%	Q2 2026	Jul 23, 2026
TME FINANCIAL, INC.	History	No change	5,337	1,634	1.01%	1.01%	406	0	0.0%	Q2 2026	Jul 23, 2026
Center For Asset Management LLC	History	No change	5,276	1,615	0.72%	0.72%	407	0	0.0%	Q2 2026	Jul 27, 2026
Michels Family Financial, LLC	History	No change	5,210	1,595	1.02%	1.02%	408	0	0.0%	Q2 2026	Aug 14, 2026
BESSEMER GROUP INC	History	No change	5,199	1,592	0.0%	0.0%	409	0	0.0%	Q2 2026	Aug 12, 2026
Sierra Capital LLC	History	No change	5,196	1,591	0.15%	0.15%	410	0	0.0%	Q2 2026	Aug 13, 2026
GTS SECURITIES LLC	History	No change	5,114	1,566	0.03%	0.03%	411	0	0.0%	Q2 2026	Aug 14, 2026
IHT Wealth Management, LLC	History	No change	5,068	1,552	0.03%	0.03%	412	0	0.0%	Q2 2026	Aug 14, 2026
Frisch Financial Group, Inc.	History	No change	5,065	1,551	0.27%	0.27%	413	0	0.0%	Q2 2026	Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC	History	No change	5,040	1,543	0.04%	0.04%	414	0	0.0%	Q2 2026	Jul 31, 2026
Wood Tarver Financial Group, LLC	History	No change	5,022	1,538	0.36%	0.36%	415	0	0.0%	Q2 2026	Aug 13, 2026
FC Advisory LLC	History	Added to	5,265	1,537	0.4%	0.4%	416	+292	5.87%	Q3 2026	Oct 05, 2026
Next Capital Management LLC	History	No change	5,020	1,537	0.41%	0.41%	417	0	0.0%	Q2 2026	Aug 03, 2026
WARNER FINANCIAL, INC	History	No change	5,014	1,535	0.45%	0.45%	418	0	0.0%	Q2 2026	Jul 09, 2026
Baldwin Investment Management, LLC	History	No change	5,000	1,531	0.15%	0.15%	419	0	0.0%	Q2 2026	Jul 28, 2026
Lido Advisors, LLC	History	No change	4,982	1,526	0.0%	0.0%	420	0	0.0%	Q2 2026	Aug 07, 2026
Csenge Advisory Group	History	No change	4,985	1,526	0.06%	0.06%	421	0	0.0%	Q2 2026	Aug 10, 2026
Apollon Financial, LLC	History	No change	4,969	1,522	0.18%	0.18%	422	0	0.0%	Q2 2026	Jul 22, 2026
Legacy Edge Advisors, LLC	History	No change	4,960	1,519	0.14%	0.14%	423	0	0.0%	Q2 2026	Aug 11, 2026
Talon Private Wealth, LLC	History	No change	4,946	1,515	0.18%	0.18%	424	0	0.0%	Q2 2026	Sep 11, 2026
Brand Asset Management Group, Inc.	History	No change	4,898	1,500	0.33%	0.33%	425	0	0.0%	Q2 2026	Aug 12, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	History	No change	4,882	1,495	0.38%	0.38%	426	0	0.0%	Q2 2026	Jul 23, 2026
Composition Wealth, LLC	History	No change	4,870	1,491	0.02%	0.02%	427	0	0.0%	Q2 2026	Jul 22, 2026
Spire Wealth Management	History	No change	4,853	1,486	0.04%	0.04%	428	0	0.0%	Q2 2026	Jul 15, 2026
VERUS CAPITAL PARTNERS, LLC	History	No change	4,837	1,481	0.08%	0.08%	429	0	0.0%	Q2 2026	Aug 06, 2026
Geneos Wealth Management Inc.	History	No change	4,793	1,468	0.03%	0.03%	430	0	0.0%	Q2 2026	Aug 06, 2026
MGO ONE SEVEN LLC	History	No change	4,772	1,461	0.02%	0.02%	431	0	0.0%	Q2 2026	Jul 31, 2026
Accel Wealth Management	History	No change	4,763	1,458	0.33%	0.33%	432	0	0.0%	Q2 2026	Jul 10, 2026
TRB Wealth Management, LLC	History	No change	4,747	1,453	0.19%	0.19%	433	0	0.0%	Q2 2026	Aug 11, 2026
American Institute for Advanced Investment Management, LLP	History	No change	4,706	1,441	0.83%	0.83%	434	0	0.0%	Q2 2026	Jul 21, 2026
Cornerstone Advisory, LLC	History	No change	4,703	1,440	0.12%	0.12%	435	0	0.0%	Q2 2026	Jul 29, 2026
AMERIFLEX GROUP, INC.	History	No change	4,696	1,438	0.59%	0.59%	436	0	0.0%	Q2 2026	Aug 13, 2026
BEACON ADVISORS HOLDINGS, LLC	History	No change	4,672	1,431	0.7%	0.7%	437	0	0.0%	Q2 2026	Jul 29, 2026
Savvy Advisors, Inc.	History	No change	4,662	1,427	0.03%	0.03%	438	0	0.0%	Q2 2026	Aug 03, 2026
SILVERLAKE WEALTH MANAGEMENT LLC	History	No change	4,599	1,408	0.27%	0.27%	439	0	0.0%	Q2 2026	Aug 06, 2026
Colonial Trust Advisors	History	No change	4,591	1,406	0.1%	0.1%	440	0	0.0%	Q2 2026	Aug 11, 2026
Principle Wealth Partners LLC	History	No change	4,591	1,406	0.07%	0.07%	441	0	0.0%	Q2 2026	Aug 07, 2026
WealthShield Partners, LLC	History	No change	4,568	1,399	0.21%	0.21%	442	0	0.0%	Q2 2026	Aug 12, 2026
Evergreen Wealth Management, LLC	History	No change	4,537	1,389	0.65%	0.65%	443	0	0.0%	Q2 2026	Jul 31, 2026
Plante Moran Financial Advisors, LLC	History	No change	4,497	1,377	0.06%	0.06%	444	0	0.0%	Q2 2026	Aug 06, 2026
BANK OF HAWAII	History	No change	4,474	1,370	0.07%	0.07%	445	0	0.0%	Q2 2026	Aug 13, 2026
Royal Fund Management, LLC	History	No change	4,448	1,362	0.11%	0.11%	446	0	0.0%	Q2 2026	Jul 20, 2026
Ironwood Financial, llc	History	No change	4,530	1,356	0.21%	0.21%	447	0	0.0%	Q2 2026	Jul 17, 2026
MorganRosel Wealth Management, LLC	History	No change	4,430	1,356	0.46%	0.46%	448	0	0.0%	Q2 2026	Aug 14, 2026
WHITTIER TRUST CO	History	No change	4,450	1,355	0.01%	0.01%	449	0	0.0%	Q2 2026	Jul 27, 2026
Brindle & Bay Financial Advisors, LLC	History	No change	4,417	1,352	0.68%	0.68%	450	0	0.0%	Q2 2026	Jul 20, 2026
WEDBUSH SECURITIES INC	History	No change	4,396	1,346	0.03%	0.03%	451	0	0.0%	Q2 2026	Jul 28, 2026
Cornerstone Wealth Management, LLC	History	No change	4,361	1,335	0.06%	0.06%	452	0	0.0%	Q2 2026	Jul 22, 2026
B. Riley Wealth Advisors, Inc.	History	No change	4,385	1,332	0.07%	0.07%	453	0	0.0%	Q2 2026	Jul 14, 2026
Autumn Glory Partners, LLC	History	No change	4,300	1,317	0.37%	0.37%	454	0	0.0%	Q2 2026	Aug 03, 2026
PKS Advisory Services, LLC	History	No change	4,279	1,310	0.21%	0.21%	455	0	0.0%	Q2 2026	Aug 04, 2026
Fairscale Capital, LLC	History	No change	4,277	1,310	0.78%	0.78%	456	0	0.0%	Q2 2026	Aug 07, 2026
EHRLICH FINANCIAL GROUP	History	No change	4,250	1,301	0.67%	0.67%	457	0	0.0%	Q2 2026	Jul 09, 2026
BEACON FINANCIAL PLANNING, INC	History	No change	4,234	1,296	0.44%	0.44%	458	0	0.0%	Q2 2026	Aug 06, 2026
Richard P Slaughter Associates Inc	History	No change	4,199	1,286	0.25%	0.25%	459	0	0.0%	Q2 2026	Jul 13, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	4,177	1,279	0.01%	0.01%	460	0	0.0%	Q2 2026	Jul 23, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA	History	No change	4,132	1,265	0.3%	0.3%	461	0	0.0%	Q2 2026	Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	4,196	1,261	0.02%	0.02%	462	0	0.0%	Q2 2026	Jul 27, 2026
SALEM INVESTMENT COUNSELORS INC	History	No change	4,115	1,260	0.03%	0.03%	463	0	0.0%	Q2 2026	Jul 14, 2026
Tyche Wealth Partners LLC	History	No change	4,095	1,254	0.18%	0.18%	464	0	0.0%	Q2 2026	Aug 06, 2026
TPG Financial Advisors, LLC	History	No change	4,077	1,248	0.37%	0.37%	465	0	0.0%	Q2 2026	Aug 10, 2026
Wealth Preservation Advisors, LLC	History	No change	4,027	1,233	0.7%	0.7%	466	0	0.0%	Q2 2026	Aug 14, 2026
Integrated Investment Consultants, LLC	History	No change	4,009	1,227	0.24%	0.24%	467	0	0.0%	Q2 2026	Aug 17, 2026
DeLarme Wealth Management, Inc.	History	No change	3,973	1,216	0.71%	0.71%	468	0	0.0%	Q2 2026	Aug 10, 2026
Hexagon Capital Partners LLC	History	No change	3,952	1,210	0.17%	0.17%	469	0	0.0%	Q2 2026	Aug 06, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC	History	No change	3,938	1,206	0.03%	0.03%	470	0	0.0%	Q2 2026	Jul 17, 2026
Parallel Advisors, LLC	History	No change	3,933	1,204	0.02%	0.02%	471	0	0.0%	Q2 2026	Aug 05, 2026
MEMBERS WEALTH LLC	History	No change	3,927	1,202	0.66%	0.66%	472	0	0.0%	Q2 2026	Jul 09, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC	History	No change	3,874	1,186	0.31%	0.31%	473	0	0.0%	Q2 2026	Jul 13, 2026
Whitegate Investment Counselors, Inc.	History	No change	3,851	1,179	0.34%	0.34%	474	0	0.0%	Q2 2026	Aug 10, 2026
CIBC WORLD MARKET INC.	History	No change	3,835	1,174	0.0%	0.0%	475	0	0.0%	Q2 2026	Aug 13, 2026
XML Financial, LLC	History	No change	3,828	1,172	0.09%	0.09%	476	0	0.0%	Q2 2026	Jul 24, 2026
Mathes Company, Inc.	History	No change	3,820	1,170	0.36%	0.36%	477	0	0.0%	Q2 2026	Aug 11, 2026
Smithfield Trust Co	History	No change	3,802	1,167	0.05%	0.05%	478	0	0.0%	Q2 2026	Aug 05, 2026
Clearwater Capital Advisors, LLC	History	No change	3,784	1,159	0.08%	0.08%	479	0	0.0%	Q2 2026	Aug 06, 2026
Manchester Capital Management LLC	History	No change	3,776	1,156	0.15%	0.15%	480	0	0.0%	Q2 2026	Aug 13, 2026
Koshinski Asset Management, Inc.	History	No change	3,768	1,154	0.06%	0.06%	481	0	0.0%	Q2 2026	Jul 27, 2026
Sterling Investment Counsel, LLC	History	No change	3,766	1,153	0.27%	0.27%	482	0	0.0%	Q2 2026	Jul 20, 2026
SC&H Financial Advisors, Inc.	History	No change	3,751	1,148	0.15%	0.15%	483	0	0.0%	Q2 2026	Aug 04, 2026
HORIZON BANCORP INC /IN/	History	No change	3,703	1,134	0.53%	0.53%	484	0	0.0%	Q2 2026	Aug 04, 2026
Atlantic Union Bankshares Corp	History	No change	3,703	1,134	0.02%	0.02%	485	0	0.0%	Q2 2026	Aug 11, 2026
Heartwood Wealth Advisors LLC	History	No change	3,878	1,132	0.09%	0.09%	486	0	0.0%	Q3 2026	Oct 05, 2026
BKM Wealth Management, LLC	History	No change	3,660	1,121	0.4%	0.4%	487	0	0.0%	Q2 2026	Jul 29, 2026
Shira Ridge Wealth Management	History	Reduced	3,830	1,118	0.39%	0.45%	488	-402	-9.5%	Q3 2026	Oct 08, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	History	No change	3,632	1,112	0.07%	0.07%	489	0	0.0%	Q2 2026	Jul 31, 2026
EverSource Wealth Advisors, LLC	History	No change	3,614	1,106	0.04%	0.04%	490	0	0.0%	Q2 2026	Jul 24, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	3,570	1,093	0.03%	0.03%	491	0	0.0%	Q2 2026	Jul 20, 2026
CreativeOne Wealth, LLC	History	No change	3,556	1,089	0.02%	0.02%	492	0	0.0%	Q2 2026	Aug 13, 2026
Finward Bancorp	History	No change	3,535	1,082	0.82%	0.82%	493	0	0.0%	Q2 2026	Jul 16, 2026
Compound Planning, Inc.	History	No change	3,534	1,082	0.03%	0.03%	494	0	0.0%	Q2 2026	Aug 04, 2026
Geneva Partners, LLC	History	No change	3,527	1,080	0.29%	0.29%	495	0	0.0%	Q2 2026	Aug 10, 2026
High Net Worth Advisory Group LLC	History	No change	3,472	1,063	0.23%	0.23%	496	0	0.0%	Q2 2026	Jul 29, 2026
Owen LaRue, LLC	History	No change	3,473	1,063	0.37%	0.37%	497	0	0.0%	Q2 2026	Jul 22, 2026
FLAGSTAR SECURITIES, INC	History	No change	3,465	1,061	0.32%	0.32%	498	0	0.0%	Q2 2026	Jul 15, 2026
SAPIENT CAPITAL LLC	History	Added to	3,632	1,060	0.01%	0.01%	499	+33	0.92%	Q3 2026	Oct 08, 2026
Western Wealth Management, LLC	History	No change	3,456	1,058	0.03%	0.03%	500	0	0.0%	Q2 2026	Aug 14, 2026
COLLECTIVE FAMILY OFFICE LLC	History	Added to	3,602	1,052	0.22%	0.22%	501	+51	1.44%	Q3 2026	Oct 05, 2026
Oakworth Capital, Inc.	History	No change	3,451	1,051	0.05%	0.05%	502	0	0.0%	Q2 2026	Jul 22, 2026
Tempo Wealth, LLC	History	No change	3,421	1,047	0.16%	0.16%	503	0	0.0%	Q2 2026	Jul 27, 2026
Independence Asset Advisors, LLC	History	No change	3,331	1,020	0.27%	0.27%	504	0	0.0%	Q2 2026	Jul 15, 2026
Freestone Capital Holdings, LLC	History	No change	3,312	1,014	0.03%	0.03%	505	0	0.0%	Q2 2026	Jul 31, 2026
Modera Wealth Management, LLC	History	No change	3,307	1,013	0.01%	0.01%	506	0	0.0%	Q2 2026	Aug 03, 2026
JNBA Financial Advisors	History	No change	3,302	1,011	0.08%	0.08%	507	0	0.0%	Q2 2026	Jul 23, 2026
IEQ CAPITAL, LLC	History	No change	3,302	1,011	0.0%	0.0%	508	0	0.0%	Q2 2026	Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT	History	No change	3,295	1,009	0.02%	0.02%	509	0	0.0%	Q2 2026	Aug 11, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	3,292	1,008	0.0%	0.0%	510	0	0.0%	Q2 2026	Aug 10, 2026
Pure Financial Advisors, LLC	History	No change	3,284	1,006	0.01%	0.01%	511	0	0.0%	Q2 2026	Aug 14, 2026
FFT WEALTH MANAGEMENT LLC	History	No change	3,287	1,006	0.16%	0.16%	512	0	0.0%	Q2 2026	Jul 27, 2026
ALLIANCEBERNSTEIN L.P.	History	No change	3,886	1,000	0.0%	0.0%	513	0	0.0%	Q2 2026	Aug 14, 2026
Briggs Wealth Management, Inc	History	No change	3,262	999	0.91%	0.91%	514	0	0.0%	Q2 2026	Aug 06, 2026
Signal Advisors Wealth, LLC	History	No change	3,253	996	0.05%	0.05%	515	0	0.0%	Q2 2026	Aug 04, 2026
Calamos Wealth Management LLC	History	No change	3,226	988	0.03%	0.03%	516	0	0.0%	Q2 2026	Jul 31, 2026
Alpine Bank Wealth Management	History	No change	3,219	985	0.13%	0.13%	517	0	0.0%	Q2 2026	Aug 07, 2026
First Financial Bank - Trust Division	History	No change	3,328	972	0.07%	0.07%	518	0	0.0%	Q3 2026	Oct 01, 2026
McNamara Financial Services, Inc.	History	No change	3,129	958	0.17%	0.17%	519	0	0.0%	Q2 2026	Jul 22, 2026
Legacy Financial Group LLC	History	No change	3,124	956	0.11%	0.11%	520	0	0.0%	Q2 2026	Aug 05, 2026
FIRST MANHATTAN CO. LLC.	History	No change	3,110	952	0.0%	0.0%	521	0	0.0%	Q2 2026	Aug 14, 2026
Provident Living Financial Services, Inc.	History	No change	3,096	948	0.93%	0.93%	522	0	0.0%	Q2 2026	Aug 05, 2026
WESBANCO BANK INC	History	No change	3,083	944	0.02%	0.02%	523	0	0.0%	Q2 2026	Jul 28, 2026
Gryphon Financial Partners LLC	History	No change	3,069	939	0.08%	0.08%	524	0	0.0%	Q2 2026	Aug 05, 2026
Certified Advisory Corp	History	No change	3,061	937	0.08%	0.08%	525	0	0.0%	Q2 2026	Jul 16, 2026
Envestnet Portfolio Solutions, Inc.	History	No change	3,060	937	0.0%	0.0%	526	0	0.0%	Q2 2026	Sep 23, 2026
Patriot Financial Group Insurance Agency, LLC	History	No change	3,053	934	0.1%	0.1%	527	0	0.0%	Q2 2026	Jul 16, 2026
Strategic Financial Partners, Ltd.	History	No change	3,011	922	0.35%	0.35%	528	0	0.0%	Q2 2026	Aug 03, 2026
NORDEN GROUP LLC	History	No change	3,006	920	0.08%	0.08%	529	0	0.0%	Q2 2026	Jul 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	No change	3,001	919	0.02%	0.02%	530	0	0.0%	Q2 2026	Jul 14, 2026
Carnegie Investment Counsel	History	No change	2,998	918	0.02%	0.02%	531	0	0.0%	Q2 2026	Jul 30, 2026
WORLD EQUITY GROUP, INC.	History	No change	2,995	917	0.21%	0.21%	532	0	0.0%	Q2 2026	Jul 09, 2026
SGL Investment Advisors, Inc.	History	No change	3,002	916	0.32%	0.32%	533	0	0.0%	Q2 2026	Aug 11, 2026
LightSquare Wealth Management, LLC	History	No change	2,992	916	0.63%	0.63%	534	0	0.0%	Q2 2026	Aug 03, 2026
Nalls Sherbakoff Group, LLC	History	No change	2,982	913	0.65%	0.65%	535	0	0.0%	Q2 2026	Aug 17, 2026
Wick Capital Partners, LLC	History	No change	2,961	906	0.14%	0.14%	536	0	0.0%	Q2 2026	Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP	History	No change	2,956	905	0.01%	0.01%	537	0	0.0%	Q2 2026	Jul 20, 2026
GREENWOOD GEARHART LLC	History	No change	2,948	902	0.04%	0.04%	538	0	0.0%	Q2 2026	Jul 24, 2026
Revolve Wealth Partners, LLC	History	No change	2,940	900	0.09%	0.09%	539	0	0.0%	Q2 2026	Jul 09, 2026
AVISO WEALTH MANAGEMENT	History	No change	2,867	878	0.3%	0.3%	540	0	0.0%	Q2 2026	Aug 04, 2026
Steelhead Wealth Management LLC	History	No change	2,852	873	0.35%	0.35%	541	0	0.0%	Q2 2026	Aug 13, 2026
Independent Wealth Network Inc.	History	No change	2,845	871	0.22%	0.22%	542	0	0.0%	Q2 2026	Jul 20, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	History	No change	2,836	868	0.04%	0.04%	543	0	0.0%	Q2 2026	Jul 20, 2026
Sound Income Strategies, LLC	History	Reduced	2,906	865	0.04%	0.65%	544	-44,098	-93.82%	Q3 2026	Oct 09, 2026
WALLER FINANCIAL PLANNING GROUP, INC	History	Reduced	2,956	863	0.18%	0.19%	545	-69	-2.28%	Q3 2026	Oct 07, 2026
SAGESPRING WEALTH PARTNERS, LLC	History	No change	2,820	863	0.01%	0.01%	546	0	0.0%	Q2 2026	Aug 03, 2026
Essex Financial Services, Inc.	History	No change	2,807	859	0.04%	0.04%	547	0	0.0%	Q2 2026	Aug 10, 2026
KANAWHA CAPITAL MANAGEMENT LLC	History	No change	2,767	847	0.06%	0.06%	548	0	0.0%	Q2 2026	Jul 28, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	2,755	843	0.0%	0.0%	549	0	0.0%	Q2 2026	Aug 12, 2026
Founders Financial Alliance, LLC	History	No change	2,754	843	0.11%	0.11%	550	0	0.0%	Q2 2026	Aug 04, 2026
Auxano Advisors, LLC	History	No change	2,752	842	0.16%	0.16%	551	0	0.0%	Q2 2026	Aug 07, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	History	No change	2,725	834	0.21%	0.21%	552	0	0.0%	Q2 2026	Aug 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	No change	2,726	834	0.03%	0.03%	553	0	0.0%	Q2 2026	Jul 22, 2026
Bernardo Wealth Planning LLC	History	No change	2,720	833	0.14%	0.14%	554	0	0.0%	Q2 2026	Jul 27, 2026
Burns Matteson Capital Management, LLC	History	No change	2,680	821	0.26%	0.26%	555	0	0.0%	Q2 2026	Jul 17, 2026
Bouvel Investment Partners, LLC	History	No change	2,673	818	0.18%	0.18%	556	0	0.0%	Q2 2026	Jul 17, 2026
AdvisorNet Financial, Inc	History	No change	2,669	817	0.04%	0.04%	557	0	0.0%	Q2 2026	Jul 23, 2026
Sowell Financial Services LLC	History	No change	2,656	813	0.03%	0.03%	558	0	0.0%	Q2 2026	Jul 17, 2026
Enclave Advisors LLC	History	No change	2,656	813	0.1%	0.1%	559	0	0.0%	Q2 2026	Jul 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	2,664	809	0.05%	0.05%	560	0	0.0%	Q2 2026	Jul 22, 2026
SIMON QUICK ADVISORS, LLC	History	No change	2,639	808	0.03%	0.03%	561	0	0.0%	Q2 2026	Jul 28, 2026
Bridgewater Advisors Inc.	History	No change	2,676	806	0.04%	0.04%	562	0	0.0%	Q2 2026	Aug 05, 2026
Dynamic Advisor Solutions LLC	History	No change	2,620	802	0.02%	0.02%	563	0	0.0%	Q2 2026	Jul 07, 2026
Clear Harbor Asset Management, LLC	History	No change	2,609	799	0.05%	0.05%	564	0	0.0%	Q2 2026	Aug 12, 2026
NorthRock Partners, LLC	History	No change	2,610	799	0.01%	0.01%	565	0	0.0%	Q2 2026	Aug 11, 2026
WASHINGTON TRUST BANK	History	No change	2,607	798	0.06%	0.06%	566	0	0.0%	Q2 2026	Aug 05, 2026
THOMPSON SIEGEL & WALMSLEY LLC	History	No change	2,601	797	0.01%	0.01%	567	0	0.0%	Q2 2026	Aug 11, 2026
GWN SECURITIES INC.	History	No change	2,584	791	0.13%	0.13%	568	0	0.0%	Q2 2026	Aug 05, 2026
Smartleaf Asset Management LLC	History	No change	2,595	788	0.03%	0.03%	569	0	0.0%	Q2 2026	Aug 12, 2026
Strategic Financial Services, Inc.	History	No change	2,566	785	0.03%	0.03%	570	0	0.0%	Q2 2026	Aug 24, 2026
ROMAN BUTLER FULLERTON & CO	History	No change	2,614	782	0.19%	0.19%	571	0	0.0%	Q2 2026	Aug 06, 2026
Williams Jones Wealth Management, LLC.	History	No change	2,537	777	0.01%	0.01%	572	0	0.0%	Q2 2026	Aug 05, 2026
Advocate Investing Services LLC	History	No change	2,533	775	0.6%	0.6%	573	0	0.0%	Q2 2026	Jul 28, 2026
Goelzer Investment Management, Inc.	History	No change	2,527	774	0.03%	0.03%	574	0	0.0%	Q2 2026	Jul 14, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	History	No change	2,515	770	0.1%	0.1%	575	0	0.0%	Q2 2026	Jul 20, 2026
Roof Eidam Maycock Peralta, LLC	History	No change	2,480	759	0.15%	0.15%	576	0	0.0%	Q2 2026	Jul 24, 2026
Waterfront Wealth Inc.	History	No change	2,505	757	0.12%	0.12%	577	0	0.0%	Q2 2026	Jul 30, 2026
Bank of Marin	History	No change	2,473	757	0.53%	0.53%	578	0	0.0%	Q2 2026	Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC	History	No change	2,471	756	0.0%	0.0%	579	0	0.0%	Q2 2026	Aug 14, 2026
Bridgewealth Advisory Group, LLC	History	No change	2,468	755	0.14%	0.14%	580	0	0.0%	Q2 2026	Jul 27, 2026
BCS Wealth Management	History	No change	2,444	748	0.13%	0.13%	581	0	0.0%	Q2 2026	Jul 16, 2026
Anchor Investment Management, LLC	History	No change	2,423	742	0.06%	0.06%	582	0	0.0%	Q2 2026	Sep 15, 2026
Thayer Partners, LLC / MA	History	No change	2,423	742	0.31%	0.31%	583	0	0.0%	Q2 2026	Jul 31, 2026
Rossby Financial, LCC	History	No change	2,429	742	0.14%	0.14%	584	0	0.0%	Q2 2026	Aug 04, 2026
Evolution Advisers, Inc.	History	No change	2,389	731	0.27%	0.27%	585	0	0.0%	Q2 2026	Jul 31, 2026
Modern Wealth Management, LLC	History	No change	2,348	719	0.01%	0.01%	586	0	0.0%	Q2 2026	Aug 13, 2026
WEST BANCORPORATION INC	History	No change	2,318	710	0.3%	0.3%	587	0	0.0%	Q2 2026	Jul 23, 2026
JFS WEALTH ADVISORS, LLC	History	No change	2,319	710	0.04%	0.04%	588	0	0.0%	Q2 2026	Jul 10, 2026
Sepio Capital, LP	History	No change	2,318	709	0.04%	0.04%	589	0	0.0%	Q2 2026	Jul 28, 2026
Resurgent Financial Advisors LLC	History	No change	2,316	709	0.2%	0.2%	590	0	0.0%	Q2 2026	Aug 14, 2026
One Capital Management, LLC	History	No change	2,744	706	0.02%	0.02%	591	0	0.0%	Q2 2026	Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC	History	No change	2,272	695	0.0%	0.0%	592	0	0.0%	Q2 2026	Aug 11, 2026
Ocean Park Asset Management, LLC	History	No change	2,272	695	0.03%	0.03%	593	0	0.0%	Q2 2026	Jul 09, 2026
Simplicity Wealth,LLC	History	No change	2,262	692	0.02%	0.02%	594	0	0.0%	Q2 2026	Aug 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC	History	No change	2,257	691	0.01%	0.01%	595	0	0.0%	Q2 2026	Aug 12, 2026
Clarity Financial LLC	History	No change	2,247	688	0.06%	0.06%	596	0	0.0%	Q2 2026	Jul 20, 2026
FWG Investments, LLC.	History	No change	2,240	686	0.36%	0.36%	597	0	0.0%	Q2 2026	Jul 28, 2026
Ridgewood Investments LLC	History	Reduced	2,309	674	0.25%	0.27%	598	-56	-2.37%	Q3 2026	Oct 05, 2026
Gladstone Institutional Advisory LLC	History	No change	2,195	672	0.02%	0.02%	599	0	0.0%	Q2 2026	Jul 27, 2026
Legacy Capital Wealth Partners, LLC	History	No change	2,154	659	0.13%	0.13%	600	0	0.0%	Q2 2026	Aug 12, 2026
MCF Advisors LLC	History	No change	2,109	645	0.02%	0.02%	601	0	0.0%	Q2 2026	Aug 12, 2026
Meridian Wealth Advisors, LLC	History	No change	2,106	645	0.07%	0.07%	602	0	0.0%	Q2 2026	Aug 14, 2026
Powell Investment Advisors, LLC	History	No change	2,109	645	0.2%	0.2%	603	0	0.0%	Q2 2026	Jul 28, 2026
SPIREPOINT PRIVATE CLIENT, LLC	History	No change	2,098	642	0.05%	0.05%	604	0	0.0%	Q2 2026	Aug 05, 2026
EWA, LLC	History	No change	2,084	638	0.12%	0.12%	605	0	0.0%	Q2 2026	Jul 14, 2026
RED REEF ADVISORS LLC	History	No change	2,067	633	0.58%	0.58%	606	0	0.0%	Q2 2026	Jul 23, 2026
FIRST TRUST ADVISORS LP	History	No change	2,066	632	0.0%	0.0%	607	0	0.0%	Q2 2026	Aug 11, 2026
TOWER BRIDGE ADVISORS	History	No change	2,059	630	0.06%	0.06%	608	0	0.0%	Q2 2026	Aug 12, 2026
Meeder Advisory Services, Inc.	History	No change	2,044	626	0.02%	0.02%	609	0	0.0%	Q2 2026	Aug 07, 2026
Mesirow Financial Investment Management, Inc.	History	No change	2,043	625	0.01%	0.01%	610	0	0.0%	Q2 2026	Jul 22, 2026
Cypress Wealth Services, LLC	History	No change	2,042	625	0.08%	0.08%	611	0	0.0%	Q2 2026	Jul 10, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	No change	2,039	624	0.02%	0.02%	612	0	0.0%	Q2 2026	Aug 14, 2026
Tannin Capital LLC	History	No change	2,039	624	0.41%	0.41%	613	0	0.0%	Q2 2026	Aug 04, 2026
CROBAN	History	No change	2,032	622	0.27%	0.27%	614	0	0.0%	Q2 2026	Aug 03, 2026
Wilkerson Advisory Group LLC	History	No change	2,006	614	0.19%	0.19%	615	0	0.0%	Q2 2026	Jul 21, 2026
WILLNER & HELLER, LLC	History	No change	1,995	611	0.38%	0.38%	616	0	0.0%	Q2 2026	Jul 07, 2026
Keystone Financial Services, LLC	History	No change	1,976	605	0.36%	0.36%	617	0	0.0%	Q2 2026	Jul 24, 2026
Valeo Financial Advisors, LLC	History	Reduced	2,066	603	0.01%	0.01%	620	-251	-10.83%	Q3 2026	Oct 08, 2026
Pinnacle Bancorp, Inc.	History	No change	1,969	603	0.16%	0.16%	618	0	0.0%	Q2 2026	Jul 28, 2026
Stratos Investment Management, LLC	History	No change	1,970	603	0.02%	0.02%	619	0	0.0%	Q2 2026	Aug 11, 2026
Pinion Investment Advisors, LLC	History	No change	1,970	603	0.11%	0.11%	621	0	0.0%	Q2 2026	Aug 06, 2026
Timbuktu Capital Management, LLC	History	No change	1,970	603	0.91%	0.91%	622	0	0.0%	Q2 2026	Aug 13, 2026
RETIREMENT INCOME SOLUTIONS, INC	History	No change	2,343	602	0.1%	0.1%	623	0	0.0%	Q2 2026	Aug 03, 2026
FDx Advisors, Inc.	History	No change	1,942	595	0.18%	0.18%	624	0	0.0%	Q2 2026	Aug 04, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	1,929	590	0.07%	0.07%	625	0	0.0%	Q2 2026	Jul 29, 2026
Curi Capital, LLC	History	No change	1,928	590	0.01%	0.01%	626	0	0.0%	Q2 2026	Aug 14, 2026
DDFG, Inc	History	No change	1,926	589	0.12%	0.12%	627	0	0.0%	Q2 2026	Jul 28, 2026
Plancorp, LLC	History	No change	1,965	588	0.01%	0.01%	628	0	0.0%	Q2 2026	Jul 14, 2026
American Trust	History	No change	1,910	585	0.05%	0.05%	629	0	0.0%	Q2 2026	Aug 14, 2026
Merited Wealth, LLC	History	No change	1,911	585	0.41%	0.41%	630	0	0.0%	Q2 2026	Aug 14, 2026
Trilogy Capital Inc.	History	No change	1,908	584	0.02%	0.02%	631	0	0.0%	Q2 2026	Jul 02, 2026
Lodestone Wealth Management LLC	History	No change	1,887	578	0.2%	0.2%	632	0	0.0%	Q2 2026	Jul 23, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	No change	1,874	574	0.01%	0.01%	633	0	0.0%	Q2 2026	Jul 23, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	History	No change	1,869	572	0.2%	0.2%	634	0	0.0%	Q2 2026	Jul 22, 2026
Fragasso Financial Advisors Inc	History	No change	1,866	571	0.03%	0.03%	635	0	0.0%	Q2 2026	Jul 09, 2026
HUB Investment Partners, LLC	History	No change	1,861	570	0.01%	0.01%	636	0	0.0%	Q2 2026	Jul 31, 2026
Sovereign Financial Group, Inc.	History	No change	1,831	560	0.09%	0.09%	637	0	0.0%	Q2 2026	Jul 24, 2026
ASPIRIANT, LLC	History	No change	1,828	559	0.01%	0.01%	638	0	0.0%	Q2 2026	Jul 20, 2026
Balboa Wealth Partners	History	No change	1,826	559	0.08%	0.08%	639	0	0.0%	Q2 2026	Aug 10, 2026
PFG Investments, LLC	History	No change	1,828	559	0.02%	0.02%	640	0	0.0%	Q2 2026	Jul 23, 2026
SEI INVESTMENTS CO	History	No change	1,821	557	0.0%	0.0%	641	0	0.0%	Q2 2026	Aug 14, 2026
Archford Capital Strategies, LLC	History	No change	1,804	552	0.06%	0.06%	642	0	0.0%	Q2 2026	Jul 17, 2026
Financial Freedom, LLC	History	No change	1,798	550	0.25%	0.25%	643	0	0.0%	Q2 2026	Aug 05, 2026
DAVIS R M INC	History	No change	1,790	548	0.01%	0.01%	644	0	0.0%	Q2 2026	Aug 14, 2026
Van Diest Capital, LLC	History	No change	1,786	547	0.49%	0.49%	645	0	0.0%	Q2 2026	Aug 04, 2026
Milestone Investment Advisors LLC	History	No change	1,778	544	0.12%	0.12%	646	0	0.0%	Q2 2026	Aug 14, 2026
KENNICOTT CAPITAL MANAGEMENT LLC	History	No change	1,739	532	0.25%	0.25%	647	0	0.0%	Q2 2026	Jul 10, 2026
WEALTHSPAN PARTNERS, LLC	History	No change	1,731	530	0.17%	0.17%	648	0	0.0%	Q2 2026	Aug 06, 2026
Smith Asset Management Co., LLC	History	No change	1,723	527	0.41%	0.41%	649	0	0.0%	Q2 2026	Jul 14, 2026
Ledyard National Bank	History	No change	1,715	525	0.04%	0.04%	650	0	0.0%	Q2 2026	Jul 16, 2026
Rehmann Capital Advisory Group	History	No change	1,716	525	0.02%	0.02%	651	0	0.0%	Q2 2026	Aug 20, 2026
HUNTINGTON NATIONAL BANK	History	No change	1,710	523	0.0%	0.0%	652	0	0.0%	Q2 2026	Aug 13, 2026
CARDIFF PARK ADVISORS, LLC	History	No change	1,706	522	0.04%	0.04%	653	0	0.0%	Q2 2026	Aug 14, 2026
VestGen Advisors, LLC	History	No change	1,707	522	0.02%	0.02%	654	0	0.0%	Q2 2026	Aug 11, 2026
TECTONIC ADVISORS LLC	History	No change	1,700	520	0.02%	0.02%	655	0	0.0%	Q2 2026	Jul 15, 2026
Lynx Investment Advisory	History	No change	1,699	520	0.17%	0.17%	656	0	0.0%	Q2 2026	Jul 27, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS	History	No change	1,676	513	0.05%	0.05%	657	0	0.0%	Q2 2026	Jul 22, 2026
UNIVEST FINANCIAL Corp	History	No change	1,666	510	0.03%	0.03%	658	0	0.0%	Q2 2026	Aug 07, 2026
Horizon Family Wealth, Inc.	History	No change	1,651	505	0.23%	0.23%	659	0	0.0%	Q2 2026	Aug 11, 2026
Madison Park Capital Advisors, LLC	History	No change	1,665	504	0.36%	0.36%	660	0	0.0%	Q2 2026	Jul 07, 2026
Russell Investments Group, Ltd.	History	No change	1,644	503	0.0%	0.0%	661	0	0.0%	Q2 2026	Aug 06, 2026
GEN Financial Management, INC.	History	No change	1,640	502	0.3%	0.3%	662	0	0.0%	Q2 2026	Jul 24, 2026
Petix & Botte Co	History	No change	1,634	500	0.1%	0.1%	663	0	0.0%	Q2 2026	Aug 04, 2026
Aaron Wealth Advisors LLC	History	No change	1,635	500	0.03%	0.03%	664	0	0.0%	Q2 2026	Jul 16, 2026
Passive Capital Management, LLC.	History	No change	1,789	499	0.16%	0.16%	665	0	0.0%	Q2 2026	Aug 10, 2026
Everstar Asset Management, LLC	History	No change	1,625	497	0.24%	0.24%	666	0	0.0%	Q2 2026	Aug 03, 2026
Rockbridge Investment Management, LCC	History	No change	1,575	482	0.04%	0.04%	667	0	0.0%	Q2 2026	Aug 14, 2026
KLCM Advisors, Inc.	History	No change	1,564	479	0.04%	0.04%	668	0	0.0%	Q2 2026	Aug 06, 2026
BEACON FINANCIAL GROUP	History	No change	1,566	479	0.04%	0.04%	669	0	0.0%	Q2 2026	Jul 16, 2026
Haverford Trust Co	History	No change	1,561	478	0.0%	0.0%	670	0	0.0%	Q2 2026	Aug 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	No change	1,562	478	0.01%	0.01%	671	0	0.0%	Q2 2026	Aug 06, 2026
NORTH STAR ASSET MANAGEMENT INC	History	No change	1,536	470	0.02%	0.02%	672	0	0.0%	Q2 2026	Aug 18, 2026
VANCE WEALTH, LLC	History	No change	1,535	470	0.11%	0.11%	673	0	0.0%	Q2 2026	Aug 14, 2026
Prime Capital Investment Advisors, LLC	History	No change	1,533	469	0.0%	0.0%	674	0	0.0%	Q2 2026	Aug 05, 2026
Sara-Bay Financial	History	No change	1,534	469	0.12%	0.12%	675	0	0.0%	Q2 2026	Jul 17, 2026
Verdence Capital Advisors LLC	History	No change	1,527	467	0.02%	0.02%	676	0	0.0%	Q2 2026	Jul 29, 2026
HORIZON FINANCIAL SERVICES, LLC	History	No change	1,521	465	0.18%	0.18%	677	0	0.0%	Q2 2026	Jul 20, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD	History	No change	1,504	460	0.06%	0.06%	678	0	0.0%	Q2 2026	Jul 24, 2026
BLB&B Advisors, LLC	History	No change	1,504	460	0.02%	0.02%	679	0	0.0%	Q2 2026	Aug 05, 2026
WP Advisors, LLC	History	No change	1,502	460	0.11%	0.11%	680	0	0.0%	Q2 2026	Jul 29, 2026
PACIFIC SUN FINANCIAL CORP	History	No change	1,500	459	0.19%	0.19%	681	0	0.0%	Q2 2026	Aug 07, 2026
Reynders McVeigh Capital Management, LLC	History	No change	1,500	459	0.02%	0.02%	682	0	0.0%	Q2 2026	Sep 15, 2026
RFG HOLDINGS, INC.	History	No change	1,499	459	0.1%	0.1%	683	0	0.0%	Q2 2026	Jul 29, 2026
N.E.W. Advisory Services LLC	History	No change	1,498	458	0.03%	0.03%	684	0	0.0%	Q2 2026	Aug 06, 2026
Silver Coast Investments LLC	History	No change	1,499	458	0.14%	0.14%	685	0	0.0%	Q2 2026	Jul 24, 2026
Creekside Partners	History	No change	1,492	457	0.17%	0.17%	686	0	0.0%	Q2 2026	Jul 30, 2026
Graetz Wealth LLC	History	No change	1,492	457	0.36%	0.36%	687	0	0.0%	Q2 2026	Aug 13, 2026
LAKE STREET PRIVATE WEALTH, LLC	History	No change	1,482	454	0.05%	0.05%	688	0	0.0%	Q2 2026	Aug 10, 2026
AMARA FINANCIAL, LLC.	History	No change	1,482	454	0.27%	0.27%	689	0	0.0%	Q2 2026	Aug 07, 2026
CENTAURUS FINANCIAL, INC.	History	No change	1,479	453	0.02%	0.02%	690	0	0.0%	Q2 2026	Aug 17, 2026
Morton Brown Family Wealth, LLC	History	No change	1,480	453	0.1%	0.1%	691	0	0.0%	Q2 2026	Jul 21, 2026
Caldwell Trust Co	History	No change	1,473	451	0.04%	0.04%	692	0	0.0%	Q2 2026	Aug 03, 2026
Medallion Wealth Advisors, LLC	History	No change	1,454	449	0.14%	0.14%	693	0	0.0%	Q2 2026	Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC.	History	No change	1,457	446	0.0%	0.0%	694	0	0.0%	Q2 2026	Sep 23, 2026
Root Financial Partners, LLC	History	No change	1,450	444	0.02%	0.02%	695	0	0.0%	Q2 2026	Jul 29, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	History	No change	1,445	442	0.14%	0.14%	696	0	0.0%	Q2 2026	Jul 24, 2026
PRIVATE TRUST CO NA	History	No change	1,446	442	0.04%	0.04%	697	0	0.0%	Q2 2026	Jul 28, 2026
NORTHSTAR ASSET MANAGEMENT Co	History	No change	1,500	438	0.08%	0.08%	698	0	0.0%	Q2 2026	Jul 27, 2026
Fisher Asset Management, LLC	History	No change	1,419	434	0.0%	0.0%	699	0	0.0%	Q2 2026	Aug 04, 2026
DEARBORN PARTNERS LLC	History	No change	1,686	433	0.02%	0.02%	700	0	0.0%	Q2 2026	Aug 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP	History	No change	1,410	432	0.0%	0.0%	701	0	0.0%	Q2 2026	Aug 14, 2026
Peterson Wealth Advisors, LLC	History	Reduced	1,476	431	0.05%	0.05%	702	-2	-0.14%	Q3 2026	Oct 08, 2026
Intelligence Driven Advisers, LLC	History	Added to	1,473	430	0.07%	0.07%	704	+2	0.14%	Q3 2026	Oct 09, 2026
Acropolis Investment Management, LLC	History	No change	1,475	430	0.02%	0.02%	703	0	0.0%	Q3 2026	Oct 08, 2026
Nicholas Wealth, LLC.	History	No change	1,382	423	0.23%	0.23%	705	0	0.0%	Q2 2026	Jul 24, 2026
Diversify Advisory Services, LLC	History	No change	1,437	423	0.01%	0.01%	706	0	0.0%	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	No change	1,437	423	0.01%	0.01%	707	0	0.0%	Q2 2026	Jul 29, 2026
RICHARDSON FINANCIAL SERVICES INC.	History	No change	1,380	422	0.24%	0.24%	708	0	0.0%	Q2 2026	Aug 10, 2026
WRAPMANAGER INC	History	No change	1,356	415	0.13%	0.13%	709	0	0.0%	Q2 2026	Aug 05, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC	History	No change	1,356	415	0.1%	0.1%	710	0	0.0%	Q2 2026	Aug 10, 2026
StoneX Group Inc.	History	No change	1,342	411	0.02%	0.02%	711	0	0.0%	Q2 2026	Aug 12, 2026
ATWOOD & PALMER INC	History	Reduced	1,396	407	0.02%	0.02%	712	-5	-0.36%	Q3 2026	Oct 08, 2026
Continuum Advisory, LLC	History	No change	1,319	403	0.03%	0.03%	713	0	0.0%	Q2 2026	Aug 06, 2026
Partners in Financial Planning	History	No change	1,317	403	0.06%	0.06%	714	0	0.0%	Q2 2026	Aug 10, 2026
Old North State Wealth Management, LLC	History	No change	1,312	402	0.17%	0.17%	715	0	0.0%	Q2 2026	Jul 17, 2026
Legacy Wealth Partners, LLC	History	No change	1,312	401	0.09%	0.09%	716	0	0.0%	Q2 2026	Jul 22, 2026
Aptus Capital Advisors, LLC	History	No change	1,303	399	0.0%	0.0%	717	0	0.0%	Q2 2026	Aug 12, 2026
COMPASS CAPITAL CORP /MA/ /ADV	History	No change	1,272	394	0.13%	0.13%	718	0	0.0%	Q2 2026	Aug 13, 2026
AIMZ Investment Advisors, LLC	History	No change	1,285	393	0.11%	0.11%	719	0	0.0%	Q2 2026	Aug 13, 2026
Independent Solutions Wealth Management, LLC	History	No change	1,281	392	0.05%	0.05%	720	0	0.0%	Q2 2026	Jul 29, 2026
Argentarii, LLC	History	No change	1,271	389	0.12%	0.12%	721	0	0.0%	Q2 2026	Aug 12, 2026
Bishop & Co Investment Management, LLC	History	No change	1,260	385	0.12%	0.12%	722	0	0.0%	Q2 2026	Jul 22, 2026
Kovack Advisors, Inc.	History	No change	1,260	385	0.02%	0.02%	723	0	0.0%	Q2 2026	Jul 28, 2026
UNIQUE WEALTH, LLC	History	No change	1,260	385	0.04%	0.04%	724	0	0.0%	Q2 2026	Jul 21, 2026
Orion Porfolio Solutions, LLC	History	No change	1,254	384	0.0%	0.0%	725	0	0.0%	Q2 2026	Aug 14, 2026
Wealthspire Retirement, LLC	History	No change	1,257	384	0.02%	0.02%	726	0	0.0%	Q2 2026	Aug 12, 2026
HSBC HOLDINGS PLC	History	No change	1,252	383	0.0%	0.0%	727	0	0.0%	Q2 2026	Aug 14, 2026
Klingman & Associates, LLC	History	No change	1,248	382	0.02%	0.02%	728	0	0.0%	Q2 2026	Jul 29, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	No change	1,247	382	0.0%	0.0%	729	0	0.0%	Q2 2026	Aug 14, 2026
Jackson, Grant Investment Advisers, Inc.	History	No change	1,246	381	0.12%	0.12%	730	0	0.0%	Q2 2026	Jul 31, 2026
Coquina Private Wealth LLC	History	No change	1,241	380	0.26%	0.26%	731	0	0.0%	Q2 2026	Jul 29, 2026
Asset Dedication, LLC	History	No change	1,238	379	0.02%	0.02%	732	0	0.0%	Q2 2026	Jul 30, 2026
Noble Wealth Management PBC	History	No change	1,300	379	0.17%	0.18%	733	0	0.0%	Q3 2026	Oct 01, 2026
Financial Council, LLC	History	No change	1,232	377	0.12%	0.12%	734	0	0.0%	Q2 2026	Aug 04, 2026
Freedom Investment Management, Inc.	History	No change	1,227	375	0.1%	0.1%	735	0	0.0%	Q2 2026	Aug 10, 2026
Sylvest Advisors, LLC	History	No change	1,223	374	0.17%	0.17%	736	0	0.0%	Q2 2026	Jul 22, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	History	No change	1,217	372	0.04%	0.04%	737	0	0.0%	Q2 2026	Jul 09, 2026
LWM ADVISORS INC	History	Added to	1,273	371	0.28%	0.28%	739	+49	4.0%	Q3 2026	Oct 08, 2026
Duncan Williams Asset Management, LLC	History	No change	1,212	371	0.08%	0.08%	738	0	0.0%	Q2 2026	Jul 22, 2026
SeaCrest Wealth Management, LLC	History	No change	1,202	368	0.04%	0.04%	740	0	0.0%	Q2 2026	Jul 09, 2026
Wilson & Boucher Capital Management, LLC	History	No change	1,200	367	0.22%	0.22%	741	0	0.0%	Q2 2026	Aug 18, 2026
Copia Wealth Management	History	No change	1,199	367	0.22%	0.22%	742	0	0.0%	Q2 2026	Aug 17, 2026
M&T BANK CORP	History	No change	1,179	361	0.0%	0.0%	743	0	0.0%	Q2 2026	Aug 04, 2026
SILVER OAK SECURITIES, INCORPORATED	History	No change	1,180	361	0.02%	0.02%	744	0	0.0%	Q2 2026	Aug 07, 2026
CM WEALTH ADVISORS LLC	History	No change	1,177	360	0.06%	0.06%	745	0	0.0%	Q2 2026	Aug 10, 2026
Zhang Financial LLC	History	No change	1,172	359	0.01%	0.01%	746	0	0.0%	Q2 2026	Jul 30, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	No change	1,170	358	0.0%	0.0%	747	0	0.0%	Q2 2026	Aug 13, 2026
Empower Advisory Group, LLC	History	No change	1,170	358	0.0%	0.0%	748	0	0.0%	Q2 2026	Aug 12, 2026
PARSONS CAPITAL MANAGEMENT INC/RI	History	No change	1,164	356	0.02%	0.02%	749	0	0.0%	Q2 2026	Jul 24, 2026
HOWLAND CAPITAL MANAGEMENT LLC	History	No change	1,152	353	0.01%	0.01%	750	0	0.0%	Q2 2026	Jul 13, 2026
Triton Wealth Management, PLLC	History	No change	1,183	353	0.11%	0.11%	751	0	0.0%	Q2 2026	Aug 05, 2026
LM Advisors LLC	History	No change	1,150	352	0.04%	0.04%	752	0	0.0%	Q2 2026	Aug 12, 2026
IBEX WEALTH ADVISORS	History	No change	1,146	350	0.03%	0.03%	753	0	0.0%	Q2 2026	Jul 27, 2026
CDM FINANCIAL COUNSELING SERVICES, INC.	History	No change	1,145	350	0.3%	0.3%	754	0	0.0%	Q2 2026	Jul 14, 2026
Larson Financial Group LLC	History	No change	1,131	346	0.01%	0.01%	755	0	0.0%	Q2 2026	Aug 14, 2026
Argent Advisors, Inc.	History	No change	1,120	343	0.09%	0.09%	756	0	0.0%	Q2 2026	Aug 05, 2026
RFG Advisory, LLC	History	No change	1,123	343	0.01%	0.01%	757	0	0.0%	Q2 2026	Jul 15, 2026
DOPKINS WEALTH MANAGEMENT, LLC	History	No change	1,123	343	0.12%	0.12%	758	0	0.0%	Q2 2026	Jul 14, 2026
Headland Capital, LLC	History	No change	1,119	342	0.08%	0.08%	759	0	0.0%	Q2 2026	Jul 29, 2026
Gallacher Capital Management LLC	History	No change	1,111	340	0.19%	0.19%	760	0	0.0%	Q2 2026	Jul 16, 2026
Richmond Investment Services, LLC	History	No change	1,109	339	0.11%	0.11%	761	0	0.0%	Q2 2026	Jul 27, 2026
Schneider Downs Wealth Management Advisors, LP	History	No change	1,105	338	0.03%	0.03%	762	0	0.0%	Q2 2026	Aug 05, 2026
J HAGAN CAPITAL, INC.	History	No change	1,095	335	0.16%	0.16%	763	0	0.0%	Q2 2026	Aug 14, 2026
ANCHOR CAPITAL ADVISORS LLC	History	No change	1,089	333	0.01%	0.01%	764	0	0.0%	Q2 2026	Aug 05, 2026
Soltis Investment Advisors LLC	History	No change	1,090	333	0.02%	0.02%	765	0	0.0%	Q2 2026	Jul 31, 2026
Axis Wealth Partners, LLC	History	No change	1,086	332	0.16%	0.16%	766	0	0.0%	Q2 2026	Jul 28, 2026
Bath Savings Trust Co	History	Added to	1,136	331	0.03%	0.02%	767	+408	56.04%	Q3 2026	Oct 07, 2026
Madison Wealth Partners, Inc	History	No change	1,081	331	0.04%	0.04%	768	0	0.0%	Q2 2026	Aug 12, 2026
L. Roy Papp & Associates, LLP	History	No change	1,077	329	0.03%	0.03%	769	0	0.0%	Q2 2026	Jul 23, 2026
BOK Financial Private Wealth, Inc.	History	No change	1,074	329	0.02%	0.02%	770	0	0.0%	Q2 2026	Aug 07, 2026
BLALOCK WILLIAMS, LLC	History	No change	1,067	326	0.21%	0.21%	771	0	0.0%	Q2 2026	Aug 07, 2026
Paulson Wealth Management Inc.	History	No change	1,063	325	0.07%	0.07%	772	0	0.0%	Q2 2026	Aug 04, 2026
CHAPIN DAVIS, INC.	History	No change	1,110	324	0.06%	0.06%	773	0	0.0%	Q3 2026	Oct 08, 2026
FIDUCIARY TRUST CO	History	No change	1,056	323	0.0%	0.0%	774	0	0.0%	Q2 2026	Aug 13, 2026
NWF Advisory Services Inc.	History	No change	1,055	323	0.03%	0.03%	775	0	0.0%	Q2 2026	Jul 29, 2026
SMITH, MOORE & CO.	History	No change	1,052	322	0.02%	0.02%	776	0	0.0%	Q2 2026	Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC	History	No change	1,051	321	0.01%	0.01%	777	0	0.0%	Q2 2026	Aug 04, 2026
Blackston Financial Advisory Group, LLC	History	No change	1,049	321	0.18%	0.18%	778	0	0.0%	Q2 2026	Aug 14, 2026
Strategic Blueprint, LLC	History	No change	1,046	320	0.02%	0.02%	779	0	0.0%	Q2 2026	Jul 23, 2026
Kendall Capital Management	History	No change	1,041	318	0.05%	0.05%	780	0	0.0%	Q2 2026	Aug 12, 2026
CPA Asset Management Group, LLC	History	No change	1,032	316	0.09%	0.09%	781	0	0.0%	Q2 2026	Jul 09, 2026
MOR Wealth Management, LLC	History	No change	1,032	316	0.13%	0.13%	782	0	0.0%	Q2 2026	Aug 06, 2026
Greenspring Advisors, LLC	History	No change	1,027	314	0.02%	0.02%	783	0	0.0%	Q2 2026	Aug 11, 2026
FLORIDA FINANCIAL ADVISORS, LLC	History	No change	1,026	314	0.05%	0.05%	784	0	0.0%	Q2 2026	Aug 10, 2026
XCELSIOR ADVISOR PARTNERS LLC	History	No change	1,026	314	0.04%	0.04%	785	0	0.0%	Q2 2026	Aug 14, 2026
STAGE HARBOR FINANCIAL, LLC	History	No change	1,015	310	0.18%	0.18%	786	0	0.0%	Q2 2026	Aug 07, 2026
Redmond Asset Management, LLC	History	No change	1,009	309	0.08%	0.08%	787	0	0.0%	Q2 2026	Aug 14, 2026
LifeGoal Investments, LLC	History	New	1,055	308	0.09%	—	788	+1,055	New	Q3 2026	Oct 08, 2026
S.A. Mason LLC	History	No change	1,000	306	0.09%	0.09%	789	0	0.0%	Q2 2026	Jul 31, 2026
City State Bank	History	No change	1,002	306	0.07%	0.07%	790	0	0.0%	Q2 2026	Jul 14, 2026
Legacy Wealth Managment, LLC/ID	History	No change	1,002	306	0.13%	0.13%	791	0	0.0%	Q2 2026	Aug 13, 2026
WealthBridge Capital Management, LLC	History	No change	997	305	0.06%	0.06%	792	0	0.0%	Q2 2026	Jul 24, 2026
Long Island Wealth Management, Inc.	History	No change	996	305	0.13%	0.13%	793	0	0.0%	Q2 2026	Aug 07, 2026
Odyssey Capital Advisors, Inc.	History	No change	999	305	0.22%	0.22%	794	0	0.0%	Q2 2026	Jul 31, 2026
Vanguard National Trust Co	History	No change	993	304	0.02%	0.02%	795	0	0.0%	Q2 2026	Aug 13, 2026
Garden State Investment Advisory Services LLC	History	No change	987	302	0.05%	0.05%	796	0	0.0%	Q2 2026	Aug 11, 2026
MBL Wealth, LLC	History	No change	985	301	0.02%	0.02%	797	0	0.0%	Q2 2026	Jul 15, 2026
Accredited Investors Inc.	History	No change	982	300	0.01%	0.01%	798	0	0.0%	Q2 2026	Jul 21, 2026
Forum Financial Management, LP	History	No change	980	300	0.0%	0.0%	799	0	0.0%	Q2 2026	Jul 23, 2026
Evernest Financial Advisors, LLC	History	No change	979	299	0.06%	0.06%	800	0	0.0%	Q2 2026	Aug 05, 2026
Martel Wealth Advisors LLC	History	No change	975	298	0.05%	0.05%	801	0	0.0%	Q2 2026	Jul 13, 2026
Sicart Associates LLC	History	No change	965	295	0.07%	0.07%	802	0	0.0%	Q2 2026	Aug 11, 2026
William Mack & Associates, Inc.	History	No change	966	295	0.1%	0.1%	803	0	0.0%	Q2 2026	Jul 10, 2026
New England Private Wealth Advisors LLC	History	No change	1,007	294	0.03%	0.03%	804	0	0.0%	Q2 2026	Aug 04, 2026
Hansen & Associates Financial Group, Inc.	History	No change	3,282	289	0.17%	0.17%	805	0	0.0%	Q2 2026	Jul 20, 2026
Beacon Financial Advisory LLC	History	No change	942	288	0.06%	0.06%	806	0	0.0%	Q2 2026	Aug 05, 2026
Columbus Macro, LLC	History	No change	936	286	0.03%	0.03%	807	0	0.0%	Q2 2026	Jul 22, 2026
SIGMA INVESTMENT COUNSELORS INC	History	No change	928	284	0.01%	0.01%	808	0	0.0%	Q2 2026	Jul 28, 2026
BankPlus Trust Department	History	No change	928	284	0.07%	0.07%	809	0	0.0%	Q2 2026	Jul 28, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC	History	No change	925	283	0.01%	0.01%	810	0	0.0%	Q2 2026	Aug 11, 2026
OFS Enterprise LLC	History	No change	921	282	0.07%	0.07%	811	0	0.0%	Q2 2026	Jul 08, 2026
CALTON & ASSOCIATES, INC.	History	No change	918	281	0.04%	0.04%	812	0	0.0%	Q2 2026	Aug 10, 2026
Arbor Investment Advisors, LLC	History	No change	919	281	0.03%	0.03%	813	0	0.0%	Q2 2026	Jul 24, 2026
EASTERLY INVESTMENT PARTNERS LLC	History	No change	917	280	0.01%	0.01%	814	0	0.0%	Q2 2026	Jul 23, 2026
Galvin, Gaustad & Stein, LLC	History	No change	960	280	0.02%	0.02%	815	0	0.0%	Q3 2026	Oct 08, 2026
Synergy Asset Management, LLC	History	No change	914	279	0.03%	0.03%	816	0	0.0%	Q2 2026	Jul 22, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	910	278	0.0%	0.0%	817	0	0.0%	Q2 2026	Jul 24, 2026
Relyea Zuckerberg Hanson LLC	History	No change	906	277	0.02%	0.02%	818	0	0.0%	Q2 2026	Jul 16, 2026
PROFFITT & GOODSON INC	History	No change	899	275	0.04%	0.04%	819	0	0.0%	Q2 2026	Jul 22, 2026
Legacy Financial Advisors, Inc.	History	No change	901	275	0.03%	0.03%	820	0	0.0%	Q2 2026	Aug 05, 2026
Element Wealth, LLC	History	No change	901	275	0.1%	0.1%	821	0	0.0%	Q2 2026	Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA	History	No change	900	273	0.01%	0.01%	822	0	0.0%	Q2 2026	Aug 07, 2026
Welch Group, LLC	History	No change	893	273	0.01%	0.01%	823	0	0.0%	Q2 2026	Jul 23, 2026
Clarity Capital Advisors, LLC	History	No change	889	272	0.11%	0.11%	824	0	0.0%	Q2 2026	Jul 13, 2026
Investment Advisory Group, LLC	History	No change	882	270	0.06%	0.06%	825	0	0.0%	Q2 2026	Aug 06, 2026
Fiduciary Alliance LLC	History	No change	884	270	0.02%	0.02%	826	0	0.0%	Q2 2026	Jul 20, 2026
Richwood Investment Advisors, LLC	History	No change	880	269	0.19%	0.19%	827	0	0.0%	Q2 2026	Jul 29, 2026
Allred Capital Management, LLC	History	No change	876	267	0.09%	0.09%	828	0	0.0%	Q2 2026	Aug 12, 2026
AMG National Trust Bank	History	No change	868	265	0.01%	0.01%	829	0	0.0%	Q2 2026	Aug 06, 2026
Orion Capital Management LLC	History	No change	868	265	0.08%	0.08%	830	0	0.0%	Q2 2026	Aug 17, 2026
Snowden Capital Advisors LLC	History	No change	864	264	0.01%	0.01%	831	0	0.0%	Q2 2026	Aug 13, 2026
Patten Group, Inc.	History	No change	860	263	0.04%	0.04%	832	0	0.0%	Q2 2026	Aug 06, 2026
Castle Rock Wealth Management, LLC	History	Added to	861	261	0.05%	0.05%	833	+1	0.12%	Q3 2026	Oct 09, 2026
Winthrop Advisory Group LLC	History	No change	853	261	0.02%	0.02%	834	0	0.0%	Q2 2026	Jul 17, 2026
SteelPeak Wealth, LLC	History	No change	852	261	0.01%	0.01%	835	0	0.0%	Q2 2026	Jul 13, 2026
Florida Trust Wealth Management Co	History	No change	843	258	0.01%	0.01%	836	0	0.0%	Q2 2026	Jul 27, 2026
Brown Miller Wealth Management, LLC	History	No change	843	258	0.06%	0.06%	837	0	0.0%	Q2 2026	Jul 16, 2026
CoreCap Advisors, LLC	History	Reduced	881	257	0.01%	0.01%	838	-63	-6.67%	Q3 2026	Oct 08, 2026
Samalin Investment Counsel, LLC	History	No change	836	256	0.08%	0.08%	839	0	0.0%	Q2 2026	Jul 27, 2026
SYNTAX RESEARCH, INC.	History	No change	837	256	0.19%	0.19%	840	0	0.0%	Q2 2026	Jul 31, 2026
Balefire, LLC	History	Reduced	874	255	0.04%	0.04%	842	-22	-2.46%	Q3 2026	Oct 09, 2026
FIRST CITIZENS BANK & TRUST CO	History	No change	835	255	0.0%	0.0%	841	0	0.0%	Q2 2026	Jul 13, 2026
CRA Financial Services, LLC	History	No change	833	255	0.03%	0.03%	843	0	0.0%	Q2 2026	Jul 24, 2026
Synergy Investment Management, LLC	History	No change	839	253	0.06%	0.06%	844	0	0.0%	Q2 2026	Aug 14, 2026
SIGNATUREFD, LLC	History	No change	825	252	0.0%	0.0%	845	0	0.0%	Q2 2026	Jul 23, 2026
Key FInancial Inc	History	No change	823	252	0.04%	0.04%	846	0	0.0%	Q2 2026	Jul 24, 2026
Artesa Financial Group, LLC	History	No change	823	252	0.22%	0.22%	847	0	0.0%	Q2 2026	Jul 27, 2026
SkyOak Wealth, LLC	History	No change	817	250	0.04%	0.04%	848	0	0.0%	Q2 2026	Jul 30, 2026
Fearless Solutions, LLC dba Best Invest	History	No change	813	249	0.13%	0.13%	849	0	0.0%	Q2 2026	Jul 21, 2026
CULLEN/FROST BANKERS, INC.	History	No change	812	248	0.0%	0.0%	850	0	0.0%	Q2 2026	Jul 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC	History	No change	812	248	0.02%	0.02%	851	0	0.0%	Q2 2026	Aug 04, 2026
Park Place Capital Corp	History	No change	805	246	0.04%	0.04%	852	0	0.0%	Q2 2026	Aug 13, 2026
October Effect Ltd	History	No change	806	246	0.23%	0.23%	853	0	0.0%	Q2 2026	Jul 21, 2026
Armor Investment Advisors, LLC	History	No change	800	245	0.08%	0.08%	854	0	0.0%	Q2 2026	Aug 04, 2026
Dorsey & Whitney Trust CO LLC	History	No change	798	244	0.01%	0.01%	855	0	0.0%	Q2 2026	Aug 14, 2026
Colony Family Offices, LLC	History	No change	799	244	0.05%	0.05%	856	0	0.0%	Q2 2026	Jul 20, 2026
Bedel Financial Consulting, Inc.	History	No change	794	243	0.02%	0.02%	857	0	0.0%	Q2 2026	Jul 29, 2026
COURIER CAPITAL LLC	History	No change	793	242	0.01%	0.01%	858	0	0.0%	Q2 2026	Jul 16, 2026
Planned Solutions, Inc.	History	No change	793	242	0.07%	0.07%	859	0	0.0%	Q2 2026	Jul 13, 2026
Mayfair Advisory Group, LLC	History	No change	823	240	0.07%	0.07%	860	0	0.0%	Q2 2026	Aug 11, 2026
Sterling Capital Management LLC	History	No change	775	237	0.0%	0.0%	861	0	0.0%	Q2 2026	Jul 28, 2026
EARNED WEALTH ADVISORS, LLC	History	No change	775	237	0.02%	0.02%	862	0	0.0%	Q2 2026	Aug 14, 2026
Daviman Financial, LLC	History	No change	777	237	0.13%	0.13%	863	0	0.0%	Q2 2026	Jul 24, 2026
Tradition Wealth Management, LLC	History	No change	774	236	0.01%	0.01%	864	0	0.0%	Q2 2026	Aug 11, 2026
Financial Perspectives, Inc	History	No change	770	235	0.06%	0.06%	865	0	0.0%	Q2 2026	Jul 24, 2026
GRIFFIN ASSET MANAGEMENT, INC.	History	No change	764	234	0.02%	0.02%	866	0	0.0%	Q2 2026	Jul 23, 2026
PINNACLE ASSOCIATES LTD	History	No change	762	233	0.0%	0.0%	867	0	0.0%	Q2 2026	Aug 03, 2026
Valmark Advisers, Inc.	History	No change	762	233	0.0%	0.0%	868	0	0.0%	Q2 2026	Aug 06, 2026
McGlone Suttner Wealth Management, Inc.	History	No change	762	233	0.03%	0.03%	869	0	0.0%	Q2 2026	Jul 21, 2026
Delta Investment Management, LLC	History	No change	759	232	0.04%	0.04%	870	0	0.0%	Q2 2026	Aug 13, 2026
Coastal Bridge Advisors, LLC	History	No change	750	229	0.01%	0.01%	871	0	0.0%	Q2 2026	Aug 17, 2026
Ballast Rock Private Wealth LLC	History	No change	750	229	0.11%	0.11%	872	0	0.0%	Q2 2026	Aug 10, 2026
Advisory Advocates, LLC	History	No change	749	229	0.2%	0.2%	873	0	0.0%	Q2 2026	Aug 10, 2026
New Insight Wealth Advisors	History	No change	743	227	0.07%	0.07%	874	0	0.0%	Q2 2026	Jul 27, 2026
Manske Wealth Management	History	No change	743	227	0.06%	0.06%	875	0	0.0%	Q2 2026	Aug 03, 2026
Westbourne Investment Advisors, Inc.	History	No change	741	226	0.06%	0.06%	876	0	0.0%	Q2 2026	Jul 27, 2026
Elm3 Financial Group, LLC	History	Reduced	769	224	0.15%	0.16%	878	-11	-1.41%	Q3 2026	Oct 07, 2026
Nicholas Hoffman & Company, LLC.	History	No change	732	224	0.0%	0.0%	877	0	0.0%	Q2 2026	Aug 04, 2026
SWP FINANCIAL LLC	History	No change	734	224	0.1%	0.1%	879	0	0.0%	Q2 2026	Jul 24, 2026
Verity Asset Management, Inc.	History	No change	725	222	0.08%	0.08%	880	0	0.0%	Q2 2026	Aug 13, 2026
XY Planning Network, Inc.	History	No change	722	221	0.03%	0.03%	881	0	0.0%	Q2 2026	Jul 14, 2026
ELLERSON GROUP INC /ADV	History	No change	720	220	0.13%	0.13%	882	0	0.0%	Q2 2026	Jul 31, 2026
CERTUITY, LLC	History	No change	718	220	0.01%	0.01%	883	0	0.0%	Q2 2026	Jul 28, 2026
Apella Capital, LLC	History	Added to	728	218	0.0%	0.0%	884	+34	4.9%	Q3 2026	Oct 08, 2026
Fortis Capital Management LLC	History	No change	715	218	0.02%	0.02%	885	0	0.0%	Q2 2026	Aug 12, 2026
Agate Pass Investment Management, LLC	History	No change	709	217	0.08%	0.08%	886	0	0.0%	Q2 2026	Jul 08, 2026
HALL CAPITAL MANAGEMENT CO INC	History	No change	708	216	0.07%	0.07%	887	0	0.0%	Q2 2026	Aug 14, 2026
Gilman Hill Asset Management, LLC	History	No change	707	216	0.03%	0.03%	888	0	0.0%	Q2 2026	Jul 09, 2026
GoalVest Advisory LLC	History	Reduced	737	215	0.04%	0.04%	892	-50	-6.35%	Q3 2026	Oct 02, 2026
FULTON BANK, N.A.	History	No change	704	215	0.01%	0.01%	889	0	0.0%	Q2 2026	Jul 09, 2026
Jacobi Capital Management LLC	History	No change	704	215	0.01%	0.01%	890	0	0.0%	Q2 2026	Jul 31, 2026
Brio Consultants, LLC	History	No change	704	215	0.03%	0.03%	891	0	0.0%	Q2 2026	Aug 12, 2026
HARRIS ASSOCIATES L P	History	No change	700	214	0.0%	0.0%	893	0	0.0%	Q2 2026	Aug 14, 2026
MJP ASSOCIATES INC /ADV	History	No change	698	213	0.02%	0.02%	894	0	0.0%	Q2 2026	Aug 11, 2026
Northwest Bancshares, Inc.	History	No change	698	213	0.04%	0.04%	895	0	0.0%	Q2 2026	Aug 14, 2026
Capital Investment Advisors, LLC	History	No change	698	213	0.0%	0.0%	896	0	0.0%	Q2 2026	Aug 06, 2026
Advisor OS, LLC	History	No change	698	213	0.01%	0.01%	897	0	0.0%	Q2 2026	Aug 05, 2026
Mayflower Financial Advisors, LLC	History	No change	696	213	0.02%	0.02%	898	0	0.0%	Q2 2026	Jul 09, 2026
Accurate Wealth Management, LLC	History	No change	707	213	0.02%	0.02%	899	0	0.0%	Q2 2026	Jul 14, 2026
QUANTUM FINANCIAL PARTNERS LLC	History	No change	697	213	0.11%	0.11%	900	0	0.0%	Q2 2026	Jul 20, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC.	History	No change	693	212	0.01%	0.01%	901	0	0.0%	Q2 2026	Jul 29, 2026
Atlas Legacy Advisors, LLC	History	No change	693	212	0.03%	0.03%	902	0	0.0%	Q2 2026	Jul 31, 2026
Clark Capital Management Group, Inc.	History	No change	691	211	0.0%	0.0%	903	0	0.0%	Q2 2026	Aug 11, 2026
Capital Investment Advisory Services, LLC	History	No change	692	211	0.01%	0.01%	904	0	0.0%	Q2 2026	Jul 23, 2026
BancFirst Trust & Investment Management	History	No change	696	211	0.09%	0.09%	905	0	0.0%	Q2 2026	Jul 23, 2026
1900 WEALTH MANAGEMENT LLC	History	No change	684	209	0.01%	0.01%	906	0	0.0%	Q2 2026	Aug 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	No change	681	208	0.0%	0.0%	907	0	0.0%	Q2 2026	Jul 28, 2026
Lee, Kelleher & Klein Wealth Management	History	Reduced	711	207	0.11%	0.13%	910	-84	-10.57%	Q3 2026	Oct 08, 2026
WATERS PARKERSON & CO., LLC	History	No change	678	207	0.01%	0.01%	908	0	0.0%	Q2 2026	Jul 30, 2026
Summit Financial Strategies, Inc.	History	No change	678	207	0.01%	0.01%	909	0	0.0%	Q2 2026	Jul 24, 2026
Northwest Wealth Advisors, LLC	History	No change	672	205	0.12%	0.12%	911	0	0.0%	Q2 2026	Jul 23, 2026
Steffes Financial, Ltd.	History	No change	671	205	0.09%	0.09%	912	0	0.0%	Q2 2026	Aug 14, 2026
Sunrise Financial Services, LLC	History	No change	672	205	0.12%	0.12%	913	0	0.0%	Q2 2026	Aug 12, 2026
PRIVATE CLIENT SERVICES, LLC	History	Added to	700	204	0.05%	0.05%	914	+35	5.26%	Q3 2026	Oct 02, 2026
Monument Capital Management	History	No change	692	202	0.04%	0.04%	915	0	0.0%	Q3 2026	Oct 08, 2026
Colter Lewis Investment Partners LLC	History	No change	661	202	0.09%	0.09%	916	0	0.0%	Q2 2026	Aug 14, 2026
SHAYNE & JACOBS, LLC	History	No change	659	201	0.06%	0.06%	917	0	0.0%	Q2 2026	Jul 07, 2026
Point72 Asset Management, L.P.	History	No change	654	200	0.0%	0.0%	918	0	0.0%	Q2 2026	Aug 14, 2026
Legacy Bridge, LLC	History	No change	656	200	0.06%	0.06%	919	0	0.0%	Q2 2026	Aug 13, 2026
Pallas Capital Advisors LLC	History	No change	655	200	0.01%	0.01%	920	0	0.0%	Q2 2026	Aug 07, 2026
Sage Investment Counsel LLC	History	No change	654	200	0.2%	0.2%	921	0	0.0%	Q2 2026	Jul 22, 2026
SouthState Bank Corp	History	No change	649	198	0.01%	0.01%	922	0	0.0%	Q2 2026	Aug 06, 2026
Monetary Solutions, Ltd	History	No change	619	189	0.16%	0.16%	923	0	0.0%	Q2 2026	Jul 23, 2026
LRI Investments, LLC	History	No change	615	188	0.02%	0.02%	924	0	0.0%	Q2 2026	Jul 14, 2026
RAFFA WEALTH MANAGEMENT, LLC	History	No change	610	186	0.02%	0.02%	925	0	0.0%	Q2 2026	Jul 27, 2026
Cordant, Inc.	History	No change	604	185	0.07%	0.07%	926	0	0.0%	Q2 2026	Jul 14, 2026
MATRIX PRIVATE CAPITAL GROUP LLC	History	No change	597	182	0.08%	0.08%	927	0	0.0%	Q2 2026	Aug 14, 2026
ELEVATION WEALTH PARTNERS, LLC	History	No change	615	179	0.05%	0.06%	928	0	0.0%	Q3 2026	Oct 07, 2026
Tradewinds Capital Management, LLC	History	No change	583	178	0.03%	0.03%	929	0	0.0%	Q2 2026	Jul 23, 2026
Gen-Wealth Partners Inc	History	No change	565	173	0.05%	0.05%	930	0	0.0%	Q2 2026	Aug 10, 2026
Glass Jacobson Investment Advisors llc	History	No change	558	170	0.05%	0.05%	931	0	0.0%	Q2 2026	Jul 30, 2026
AlphaCore Capital LLC	History	No change	529	162	0.0%	0.0%	932	0	0.0%	Q2 2026	Aug 06, 2026
Holos Integrated Wealth LLC	History	No change	532	159	0.07%	0.07%	933	0	0.0%	Q2 2026	Jul 15, 2026
FWL INVESTMENT MANAGEMENT, LLC	History	No change	518	158	0.03%	0.03%	934	0	0.0%	Q2 2026	Aug 14, 2026
RICHARDS, MERRILL & PETERSON, INC.	History	No change	514	157	0.05%	0.05%	935	0	0.0%	Q2 2026	Jul 16, 2026
Beacon Financial Strategies CORP	History	No change	508	155	0.08%	0.08%	936	0	0.0%	Q2 2026	Jul 08, 2026
Rossmore Private Capital	History	No change	500	153	0.01%	0.01%	937	0	0.0%	Q2 2026	Jul 31, 2026
Archer Investment Corp	History	No change	501	153	0.03%	0.03%	938	0	0.0%	Q2 2026	Aug 03, 2026
Vermillion Wealth Management, Inc.	History	No change	499	152	0.04%	0.04%	939	0	0.0%	Q2 2026	Jul 15, 2026
VSM Wealth Advisory, LLC	History	No change	484	148	0.04%	0.04%	940	0	0.0%	Q2 2026	Jul 22, 2026
Grove Bank & Trust	History	No change	500	146	0.01%	0.02%	941	0	0.0%	Q3 2026	Oct 08, 2026
Cornerstone Financial Management LLC	History	No change	478	146	0.12%	0.12%	942	0	0.0%	Q2 2026	Aug 28, 2026
Concord Wealth Partners	History	No change	471	144	0.02%	0.02%	943	0	0.0%	Q2 2026	Jul 27, 2026
TRUST CO OF TOLEDO NA /OH/	History	No change	464	142	0.01%	0.01%	944	0	0.0%	Q2 2026	Jul 16, 2026
Crewe Advisors LLC	History	No change	458	140	0.01%	0.01%	945	0	0.0%	Q2 2026	Jul 23, 2026
Olistico Wealth, LLC	History	No change	475	138	0.06%	0.06%	946	0	0.0%	Q3 2026	Oct 05, 2026
Qube Research & Technologies Ltd	History	No change	444	135	0.0%	0.0%	947	0	0.0%	Q2 2026	Aug 14, 2026
Bogart Wealth, LLC	History	No change	415	127	0.0%	0.0%	948	0	0.0%	Q2 2026	Jul 24, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV	History	No change	412	126	0.03%	0.03%	949	0	0.0%	Q2 2026	Aug 07, 2026
Wagner Wealth Management, LLC	History	No change	408	124	0.02%	0.02%	950	0	0.0%	Q2 2026	Jul 24, 2026
Hickory Point Bank & Trust	History	No change	427	124	0.07%	0.08%	951	0	0.0%	Q3 2026	Oct 01, 2026
Quest 10 Wealth Builders, Inc.	History	No change	403	123	0.1%	0.1%	952	0	0.0%	Q2 2026	Jul 24, 2026
Frazier Financial Advisors, LLC	History	No change	399	122	0.06%	0.06%	953	0	0.0%	Q2 2026	Aug 10, 2026
North Star Investment Management Corp.	History	No change	370	113	0.01%	0.01%	954	0	0.0%	Q2 2026	Jul 28, 2026
LANARK FINANCIAL, INC.	History	No change	366	112	0.01%	0.01%	955	0	0.0%	Q2 2026	Jul 21, 2026
MV CAPITAL MANAGEMENT, INC.	History	No change	362	110	0.01%	0.01%	956	0	0.0%	Q2 2026	Jul 30, 2026
Align Financial, LLC	History	No change	346	105	0.05%	0.05%	957	0	0.0%	Q2 2026	Jul 27, 2026
Hughes Financial Services, LLC	History	No change	334	102	0.01%	0.01%	958	0	0.0%	Q2 2026	Jul 20, 2026
DUNCKER STREETT & CO INC	History	No change	330	101	0.02%	0.02%	959	0	0.0%	Q2 2026	Jul 28, 2026
Ameritas Investment Partners, Inc.	History	No change	331	101	0.0%	0.0%	960	0	0.0%	Q2 2026	Aug 13, 2026
TRUST CO OF VERMONT	History	No change	333	101	0.0%	0.0%	961	0	0.0%	Q2 2026	Aug 07, 2026
FLAGSHIP WEALTH ADVISORS, LLC	History	No change	309	94	0.02%	0.02%	962	0	0.0%	Q2 2026	Jul 27, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	No change	305	93	0.0%	0.0%	963	0	0.0%	Q2 2026	Jul 28, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC	History	No change	300	91	0.04%	0.04%	964	0	0.0%	Q2 2026	Aug 14, 2026
TIAA Wealth Investment Management LLC	History	No change	300	91	0.0%	0.0%	965	0	0.0%	Q2 2026	Aug 10, 2026
Private Wealth Asset Management, LLC	History	No change	396	90	0.01%	0.01%	966	0	0.0%	Q2 2026	Aug 11, 2026
Indiana Trust & Investment Management Co	History	No change	293	89	0.02%	0.02%	967	0	0.0%	Q2 2026	Jul 22, 2026
Bangor Savings Bank	History	Reduced	300	87	0.01%	0.01%	968	-140	-31.82%	Q3 2026	Oct 06, 2026
NBH Bank	History	No change	287	87	0.04%	0.04%	969	0	0.0%	Q2 2026	Aug 14, 2026
FRANKLIN RESOURCES INC	History	No change	284	86	0.0%	0.0%	970	0	0.0%	Q2 2026	Aug 13, 2026
ST GERMAIN D J CO INC	History	No change	284	86	0.0%	0.0%	971	0	0.0%	Q2 2026	Jul 21, 2026
Strategic Investment Solutions, Inc. /IL	History	No change	283	86	0.02%	0.02%	972	0	0.0%	Q2 2026	Jul 08, 2026
Ritter Daniher Financial Advisory LLC / DE	History	No change	275	84	0.01%	0.01%	973	0	0.0%	Q2 2026	Jul 14, 2026
Fairman Group, LLC	History	No change	269	82	0.06%	0.06%	974	0	0.0%	Q2 2026	Aug 04, 2026
Bullock Wealth Management Group	History	No change	269	79	0.03%	0.04%	975	0	0.0%	Q3 2026	Oct 09, 2026
Clean Yield Group	History	No change	254	77	0.02%	0.02%	976	0	0.0%	Q2 2026	Aug 05, 2026
Balentine LLC	History	No change	253	77	0.0%	0.0%	977	0	0.0%	Q2 2026	Aug 06, 2026
DiNuzzo Private Wealth, Inc.	History	No change	249	76	0.01%	0.01%	978	0	0.0%	Q2 2026	Jul 10, 2026
Strategic Advocates LLC	History	No change	246	75	0.29%	0.29%	979	0	0.0%	Q2 2026	Aug 13, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	240	74	0.02%	0.02%	980	0	0.0%	Q2 2026	Jul 30, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	No change	230	70	0.01%	0.01%	981	0	0.0%	Q2 2026	Jul 27, 2026
IMA Advisory Services, Inc.	History	No change	218	66	0.0%	0.0%	982	0	0.0%	Q2 2026	Aug 10, 2026
DHJJ Financial Advisors, Ltd.	History	No change	214	65	0.02%	0.02%	983	0	0.0%	Q2 2026	Jul 24, 2026
Greykasell Wealth Strategies, Inc.	History	No change	207	63	0.02%	0.02%	984	0	0.0%	Q2 2026	Aug 11, 2026
Steigerwald, Gordon & Koch Inc.	History	No change	200	61	0.01%	0.01%	985	0	0.0%	Q2 2026	Jul 22, 2026
Elevated Capital Advisors, LLC	History	No change	200	61	0.02%	0.02%	986	0	0.0%	Q2 2026	Aug 03, 2026
SBI Securities Co., Ltd.	History	No change	202	61	0.0%	0.0%	987	0	0.0%	Q2 2026	Jul 22, 2026
Glen Eagle Advisors, LLC	History	No change	201	61	0.01%	0.01%	988	0	0.0%	Q2 2026	Aug 14, 2026
Comprehensive Financial Planning, Inc./PA	History	No change	200	61	0.03%	0.03%	989	0	0.0%	Q2 2026	Aug 10, 2026
Horizons Wealth Management	History	New	204	59	0.04%	—	990	+204	New	Q3 2026	Oct 05, 2026
BARRETT & COMPANY, INC.	History	No change	190	58	0.02%	0.02%	991	0	0.0%	Q2 2026	Jul 24, 2026
Parkside Financial Bank & Trust	History	No change	184	56	0.0%	0.0%	992	0	0.0%	Q2 2026	Sep 04, 2026
Winch Advisory Services, LLC	History	No change	185	56	0.01%	0.01%	993	0	0.0%	Q2 2026	Aug 06, 2026
TD Waterhouse Canada Inc.	History	No change	185	56	0.0%	0.0%	994	0	0.0%	Q2 2026	Jul 27, 2026
PlanVest Financial, Inc	History	No change	184	56	0.04%	0.04%	995	0	0.0%	Q2 2026	Aug 10, 2026
Napier Financial, LLC	History	No change	180	55	0.01%	0.01%	996	0	0.0%	Q2 2026	Jul 31, 2026
Blue Trust, Inc.	History	No change	178	54	0.0%	0.0%	997	0	0.0%	Q2 2026	Jul 21, 2026
Financial Gravity Companies, Inc.	History	No change	171	52	0.01%	0.01%	998	0	0.0%	Q2 2026	Aug 05, 2026
ASHTON THOMAS SECURITIES, LLC	History	No change	168	51	0.01%	0.01%	999	0	0.0%	Q2 2026	Jul 27, 2026
Catherine Avery Investment Management LLC	History	No change	165	50	0.02%	0.02%	1000	0	0.0%	Q2 2026	Jul 27, 2026
ENTRUST FINANCIAL LLC	History	No change	165	50	0.03%	0.03%	1001	0	0.0%	Q2 2026	Jul 20, 2026
GAMMA Investing LLC	History	Reduced	163	47	0.0%	0.0%	1002	-15	-8.43%	Q3 2026	Oct 08, 2026
Caitlin John, LLC	History	No change	156	47	0.03%	0.03%	1003	0	0.0%	Q2 2026	Aug 17, 2026
Keating Financial Advisory Services, Inc.	History	No change	155	47	0.01%	0.01%	1004	0	0.0%	Q2 2026	Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	No change	156	47	0.01%	0.01%	1005	0	0.0%	Q2 2026	Aug 12, 2026
Clearstead Trust, LLC	History	No change	150	45	0.01%	0.01%	1006	0	0.0%	Q2 2026	Aug 06, 2026
Abound Wealth Management	History	No change	147	45	0.01%	0.01%	1007	0	0.0%	Q2 2026	Jul 10, 2026
EASTERN BANK	History	No change	151	44	0.0%	0.0%	1008	0	0.0%	Q3 2026	Oct 05, 2026
Heritage Wealth Advisors	History	No change	138	42	0.0%	0.0%	1009	0	0.0%	Q2 2026	Aug 14, 2026
Bank of New Hampshire	History	No change	145	42	0.01%	0.01%	1010	0	0.0%	Q3 2026	Oct 06, 2026
Topsail Wealth Management, LLC	History	No change	138	42	0.01%	0.01%	1011	0	0.0%	Q2 2026	Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	140	42	0.0%	0.0%	1012	0	0.0%	Q2 2026	Aug 13, 2026
Cordgrass Capital Advisors, LLC	History	No change	134	41	0.02%	0.02%	1013	0	0.0%	Q2 2026	Aug 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	131	40	0.0%	0.0%	1014	0	0.0%	Q2 2026	Aug 13, 2026
Field & Main Bank	History	No change	127	38	0.01%	0.01%	1015	0	0.0%	Q2 2026	Aug 19, 2026
EPG Wealth Management LLC	History	No change	119	36	0.01%	0.01%	1016	0	0.0%	Q2 2026	Jul 28, 2026
Dunhill Financial, LLC	History	No change	114	34	0.01%	0.01%	1017	0	0.0%	Q2 2026	Aug 07, 2026
Regatta Research & Money Management	History	No change	114	34	0.03%	0.03%	1018	0	0.0%	Q2 2026	Aug 11, 2026
Westend Capital Management, LLC	History	No change	110	33	0.01%	0.01%	1019	0	0.0%	Q2 2026	Aug 07, 2026
Founders Capital Management	History	No change	110	33	0.01%	0.01%	1020	0	0.0%	Q2 2026	Jul 21, 2026
C M BIDWELL & ASSOCIATES LTD	History	No change	106	32	0.01%	0.01%	1021	0	0.0%	Q2 2026	Aug 11, 2026
Roxbury Financial LLC	History	No change	110	32	0.02%	0.03%	1022	0	0.0%	Q3 2026	Oct 01, 2026
PINNEY & SCOFIELD, INC.	History	No change	102	31	0.02%	0.02%	1023	0	0.0%	Q2 2026	Aug 07, 2026
First Bancorp, Inc /ME/	History	No change	100	30	0.01%	0.01%	1024	0	0.0%	Q2 2026	Aug 11, 2026
Kentucky Trust Co	History	No change	100	30	0.01%	0.01%	1025	0	0.0%	Q2 2026	Jul 10, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	No change	95	29	0.0%	0.0%	1026	0	0.0%	Q2 2026	Aug 03, 2026
Johnson Financial Group, Inc.	History	No change	93	28	0.0%	0.0%	1027	0	0.0%	Q2 2026	Aug 10, 2026
PIN OAK INVESTMENT ADVISORS INC	History	No change	88	27	0.02%	0.02%	1028	0	0.0%	Q2 2026	Aug 18, 2026
FINANCIAL CONSULATE, INC	History	No change	89	27	0.0%	0.0%	1029	0	0.0%	Q2 2026	Jul 23, 2026
Strive Financial Group ,LLC	History	No change	90	27	0.01%	0.01%	1030	0	0.0%	Q2 2026	Aug 14, 2026
Center for Financial Planning, Inc.	History	No change	88	26	0.0%	0.0%	1031	0	0.0%	Q2 2026	Jul 21, 2026
IMG Wealth Management, Inc.	History	No change	81	24	0.01%	0.01%	1032	0	0.0%	Q2 2026	Aug 07, 2026
KELLEHER FINANCIAL ADVISORS	History	No change	70	21	0.0%	0.0%	1033	0	0.0%	Q2 2026	Aug 06, 2026
Lloyd Advisory Services, LLC.	History	No change	69	21	0.01%	0.01%	1034	0	0.0%	Q2 2026	Aug 07, 2026
Barnes Dennig Private Wealth Management LLC	History	No change	69	21	0.02%	0.02%	1035	0	0.0%	Q2 2026	Jul 15, 2026
JPL Wealth Management, LLC	History	No change	68	20	0.0%	0.0%	1036	0	0.0%	Q2 2026	Aug 13, 2026
Financial Life Planners	History	No change	67	20	0.01%	0.01%	1037	0	0.0%	Q2 2026	Jul 21, 2026
Prestige Wealth Management Group LLC	History	No change	62	18	0.0%	0.0%	1038	0	0.0%	Q2 2026	Aug 14, 2026
Paladin Advisory Group, LLC	History	No change	57	17	0.01%	0.01%	1039	0	0.0%	Q2 2026	Jul 28, 2026
Federation des caisses Desjardins du Quebec	History	No change	57	17	0.0%	0.0%	1040	0	0.0%	Q2 2026	Aug 13, 2026
United Financial Planning Group LLC	History	No change	56	17	0.01%	0.01%	1041	0	0.0%	Q2 2026	Aug 06, 2026
Robinswood Financial LLC	History	No change	58	17	0.0%	0.0%	1042	0	0.0%	Q2 2026	Jul 14, 2026
Independence Bank of Kentucky	History	No change	55	16	0.0%	0.0%	1043	0	0.0%	Q2 2026	Jul 13, 2026
LifeSteps Financial, Inc.	History	No change	55	16	0.01%	0.01%	1044	0	0.0%	Q2 2026	Jul 17, 2026
HOWE & RUSLING INC	History	No change	50	15	0.0%	0.0%	1045	0	0.0%	Q2 2026	Aug 10, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	No change	50	15	0.0%	0.0%	1046	0	0.0%	Q2 2026	Jul 08, 2026
Harbor Asset Planning, Inc.	History	No change	50	15	0.01%	0.01%	1047	0	0.0%	Q2 2026	Jul 22, 2026
Pacific Center for Financial Services	History	No change	48	14	0.0%	0.0%	1048	0	0.0%	Q2 2026	Aug 05, 2026
Triumph Capital Management	History	No change	46	14	0.0%	0.0%	1049	0	0.0%	Q2 2026	Jul 20, 2026
Allspring Global Investments Holdings, LLC	History	No change	48	14	0.0%	0.0%	1050	0	0.0%	Q2 2026	Aug 13, 2026
Bay Harbor Wealth Management, LLC	History	No change	43	13	0.0%	0.0%	1051	0	0.0%	Q2 2026	Jul 28, 2026
SHP Wealth Management	History	No change	43	13	0.0%	0.0%	1052	0	0.0%	Q2 2026	Aug 11, 2026
Cape Investment Advisory, Inc.	History	No change	43	13	0.0%	0.0%	1053	0	0.0%	Q2 2026	Jul 23, 2026
Signature Equity Partners, LLC	History	No change	42	13	0.01%	0.01%	1054	0	0.0%	Q2 2026	Jul 30, 2026
Highland Investment Advisors LLC	History	No change	44	13	0.01%	0.01%	1055	0	0.0%	Q2 2026	Aug 13, 2026
Oakmont Advisory Group, LLC	History	No change	40	12	0.01%	0.01%	1056	0	0.0%	Q2 2026	Aug 03, 2026
Avalon Trust Co	History	No change	37	11	0.0%	0.0%	1057	0	0.0%	Q2 2026	Aug 06, 2026
Dynamic Wealth Strategies, LLC	History	No change	37	11	0.01%	0.01%	1058	0	0.0%	Q2 2026	Jul 23, 2026
Signature Resources Capital Management, LLC	History	No change	38	11	0.0%	0.0%	1059	0	0.0%	Q2 2026	Jul 13, 2026
Nemes Rush Group LLC	History	No change	39	11	0.0%	0.0%	1060	0	0.0%	Q2 2026	Aug 14, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	No change	34	10	0.0%	0.0%	1061	0	0.0%	Q2 2026	Jul 29, 2026
Strategic Wealth Partners, Ltd.	History	No change	33	10	0.0%	0.0%	1062	0	0.0%	Q2 2026	Aug 12, 2026
VIMA LLC	History	No change	33	10	0.01%	0.01%	1063	0	0.0%	Q2 2026	Jul 24, 2026
TOUNJIAN ADVISORY PARTNERS, LLC	History	No change	33	10	0.0%	0.0%	1064	0	0.0%	Q2 2026	Aug 07, 2026
MASECO LLP	History	No change	33	10	0.0%	0.0%	1065	0	0.0%	Q2 2026	Aug 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC.	History	No change	31	9	0.0%	0.0%	1066	0	0.0%	Q2 2026	Jul 13, 2026
TUCKER ASSET MANAGEMENT LLC	History	No change	30	9	0.0%	0.0%	1067	0	0.0%	Q2 2026	Aug 27, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	31	9	0.0%	0.0%	1068	0	0.0%	Q2 2026	Jul 23, 2026
Aventura Private Wealth, LLC	History	No change	30	9	0.0%	0.0%	1069	0	0.0%	Q2 2026	Jul 15, 2026
Atomic Invest LLC	History	No change	30	9	0.0%	0.0%	1070	0	0.0%	Q2 2026	Sep 25, 2026
Markowski Investments	History	No change	30	9	0.0%	0.0%	1071	0	0.0%	Q2 2026	Aug 13, 2026
Advanced Asset Management Advisors Inc	History	No change	28	8	0.0%	0.0%	1072	0	0.0%	Q2 2026	Jul 16, 2026
Golden State Wealth Management, LLC	History	No change	28	8	0.0%	0.0%	1073	0	0.0%	Q2 2026	Jul 22, 2026
Wells Financial Advisors INC	History	No change	29	8	0.07%	0.07%	1074	0	0.0%	Q2 2026	Jul 23, 2026
Ancora Advisors LLC	History	No change	25	7	0.0%	0.0%	1075	0	0.0%	Q2 2026	Aug 14, 2026
Eukles Asset Management	History	No change	24	7	0.0%	0.0%	1076	0	0.0%	Q2 2026	Aug 05, 2026
BALLAST ADVISORS LLC	History	No change	26	7	0.0%	0.0%	1077	0	0.0%	Q2 2026	Aug 12, 2026
Ascentis Wealth Management, LLC	History	No change	25	7	0.0%	0.0%	1078	0	0.0%	Q2 2026	Jul 30, 2026
Providence Capital Advisors, LLC	History	No change	18	5	0.0%	0.0%	1079	0	0.0%	Q2 2026	Aug 11, 2026
Davis Capital Management	History	No change	20	5	0.0%	0.0%	1080	0	0.0%	Q3 2026	Oct 08, 2026
Coston, McIsaac & Partners	History	No change	19	5	0.0%	0.0%	1081	0	0.0%	Q2 2026	Aug 12, 2026
NVWM, LLC	History	No change	15	4	0.0%	0.0%	1082	0	0.0%	Q2 2026	Jul 28, 2026
Costello Asset Management, INC	History	No change	15	4	0.0%	0.0%	1083	0	0.0%	Q2 2026	Jul 28, 2026
Central Pacific Bank - Trust Division	History	No change	15	4	0.0%	0.0%	1084	0	0.0%	Q3 2026	Oct 05, 2026
Go Invest LLC	History	No change	15	4	0.0%	0.0%	1085	0	0.0%	Q3 2026	Oct 08, 2026
GK Wealth Management LLC	History	New	13	3	0.0%	—	1091	+13	New	Q3 2026	Oct 09, 2026
FIRST FINANCIAL CORP /IN/	History	No change	13	3	0.0%	0.0%	1086	0	0.0%	Q2 2026	Jul 07, 2026
Global Trust Asset Management, LLC	History	No change	10	3	0.0%	0.0%	1087	0	0.0%	Q2 2026	Aug 03, 2026
Salomon & Ludwin, LLC	History	No change	12	3	0.0%	0.0%	1088	0	0.0%	Q2 2026	Aug 07, 2026
Physician Wealth Advisors, Inc.	History	No change	12	3	0.0%	0.0%	1089	0	0.0%	Q2 2026	Jul 20, 2026
WOLFF WIESE MAGANA LLC	History	No change	11	3	0.0%	0.0%	1090	0	0.0%	Q2 2026	Jul 13, 2026
HM PAYSON & CO	History	No change	8	2	0.0%	0.0%	1092	0	0.0%	Q2 2026	Jul 17, 2026
Bell Investment Advisors, Inc	History	No change	8	2	0.0%	0.0%	1093	0	0.0%	Q2 2026	Aug 06, 2026
EVOLUTION WEALTH MANAGEMENT INC.	History	No change	7	2	0.0%	0.0%	1094	0	0.0%	Q2 2026	Jul 21, 2026
Networth Advisors, LLC	History	No change	9	2	0.0%	0.0%	1095	0	0.0%	Q2 2026	Jul 22, 2026
MCGUIRE CAPITAL ADVISORS INC	History	No change	8	2	0.0%	0.0%	1096	0	0.0%	Q2 2026	Aug 14, 2026
Planning Strategies Inc.	History	No change	9	2	0.0%	0.0%	1097	0	0.0%	Q3 2026	Oct 02, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	4	1	0.0%	0.0%	1098	0	0.0%	Q2 2026	Aug 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	No change	5	1	0.0%	0.0%	1099	0	0.0%	Q2 2026	Jul 08, 2026
Avion Wealth	History	No change	5	1	0.0%	0.0%	1100	0	0.0%	Q2 2026	Jul 31, 2026
Investment Research & Advisory Group, Inc.	History	No change	5	1	0.0%	0.0%	1101	0	0.0%	Q2 2026	Jul 23, 2026
Gould Capital, LLC	History	No change	4	1	0.0%	0.0%	1102	0	0.0%	Q2 2026	Aug 07, 2026
Register Financial Advisors LLC	History	No change	6	1	0.0%	0.0%	1103	0	0.0%	Q2 2026	Jul 15, 2026
Aspect Partners, LLC	History	No change	5	1	0.0%	0.0%	1104	0	0.0%	Q2 2026	Jul 16, 2026
Bernard Wealth Management Corp.	History	No change	4	1	0.0%	0.0%	1105	0	0.0%	Q2 2026	Aug 21, 2026
PARK NATIONAL CORP /OH/	History	Closed out	0	0	—	0.08%	—	-8,874	-100.0%	Q3 2026	Oct 05, 2026
CONGRESS ASSET MANAGEMENT CO	History	Closed out	0	0	—	0.0%	—	-1,341	-100.0%	Q3 2026	Oct 06, 2026
Kingdom Financial Group LLC.	History	No change	3	0	—	—	—	0	0.0%	Q2 2026	Aug 07, 2026
MidFirst Bank	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Aug 07, 2026
Silver Grove Financial Group, Inc.	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Aug 13, 2026