VANGUARD STAR FUNDS - VXUS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | History | No change | 89,614,585 | 7,661,149 | 26.07% | 26.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 24,262,281 | 2,074,182 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 18,045,200 | 1,532,578 | 4.42% | 4.42% | 3 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MORGAN STANLEY | History | No change | 15,670,131 | 1,339,639 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Narodna banka Slovenska | History | No change | 14,913,131 | 1,273,133 | 36.47% | 36.47% | 5 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,227,362 | 1,045,317 | 0.25% | 0.25% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,437,553 | 721,326 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 8,363,846 | 707,519 | 3.97% | 3.97% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 6,789,417 | 580,410 | 0.53% | 0.53% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 6,583,331 | 562,808 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,446,651 | 551,124 | 3.03% | 3.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 6,284,639 | 537,274 | 1.24% | 1.24% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | No change | 5,816,052 | 497,214 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,741,209 | 490,815 | 3.36% | 3.36% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 5,470,609 | 467,657 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 5,278,243 | 451,237 | 6.03% | 6.03% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,824,800 | 412,472 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,816,465 | 411,759 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 4,485,289 | 383,447 | 0.37% | 0.37% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SG Americas Securities, LLC | History | No change | 4,000,000 | 341,960 | 0.19% | 0.19% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,989,477 | 341,060 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sageworth Trust Co | History | No change | 3,822,374 | 326,774 | 12.87% | 12.87% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jupiter Topco LLC | History | No change | 2,961,440 | 253,173 | 0.1% | 0.1% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 2,790,197 | 238,533 | 14.33% | 14.33% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,512,181 | 214,795 | 0.25% | 0.25% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard National Trust Co | History | No change | 2,401,522 | 205,306 | 11.19% | 11.19% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 2,246,322 | 192,038 | 5.61% | 5.61% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,210,219 | 188,951 | 0.23% | 0.23% | 28 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Tidal Investments LLC | History | No change | 2,152,807 | 184,043 | 0.32% | 0.32% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 2,151,995 | 183,974 | 9.03% | 9.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,164,896 | 181,708 | 0.3% | 0.3% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 2,257,242 | 180,690 | 0.22% | 0.22% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 1,990,294 | 170,150 | 0.24% | 0.24% | 33 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,952,533 | 166,922 | 0.15% | 0.15% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First American Financial Corp | History | No change | 1,918,164 | 163,983 | 42.0% | 42.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atomic Invest LLC | History | No change | 1,836,573 | 155,952 | 13.7% | 13.7% | 36 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,815,825 | 155,234 | 0.24% | 0.24% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,766,385 | 150,019 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,739,716 | 148,728 | 1.4% | 1.4% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,720,778 | 147,123 | 6.72% | 6.72% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 1,700,391 | 145,366 | 0.15% | 0.15% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,531,351 | 130,915 | 0.2% | 0.2% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 1,474,438 | 126,049 | 5.87% | 5.87% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 1,439,435 | 123,057 | 3.15% | 3.15% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allen Investment Management, LLC | History | No change | 1,395,132 | 119,269 | 1.42% | 1.42% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 1,370,361 | 117,152 | 10.37% | 10.37% | 46 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gleason Group, Inc. | History | No change | 1,352,080 | 115,589 | 10.09% | 10.09% | 47 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Endowment Management, LP | History | No change | 1,217,344 | 104,071 | 10.55% | 10.55% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,341,785 | 103,465 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,193,241 | 102,010 | 0.49% | 0.49% | 50 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,160,076 | 99,174 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 1,153,621 | 98,623 | 4.8% | 4.8% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Obermeyer Wealth Partners | History | No change | 1,144,537 | 97,846 | 4.0% | 4.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,102,361 | 94,241 | 10.19% | 10.19% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 1,099,337 | 93,983 | 1.48% | 1.48% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 1,084,665 | 92,122 | 2.6% | 2.6% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| St. Louis Trust Co | History | No change | 1,208,887 | 91,629 | 10.47% | 10.47% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,052,877 | 90,011 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 1,043,855 | 89,239 | 1.7% | 1.7% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 1,099,658 | 89,190 | 0.26% | 0.26% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,033,613 | 88,363 | 0.11% | 0.11% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 1,026,457 | 87,734 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verus Financial Partners, Inc. | History | No change | 1,025,567 | 87,675 | 7.5% | 7.5% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMG National Trust Bank | History | No change | 1,004,549 | 85,878 | 1.76% | 1.76% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 998,798 | 85,387 | 0.25% | 0.25% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 995,159 | 85,076 | 8.11% | 8.11% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | No change | 993,943 | 84,972 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luminvest Wealth Management LLC | History | No change | 995,284 | 84,706 | 19.68% | 19.68% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 952,246 | 81,407 | 0.17% | 0.17% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 917,505 | 78,437 | 0.36% | 0.36% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 918,060 | 77,557 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 893,166 | 76,356 | 1.46% | 1.46% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 883,797 | 75,555 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 840,553 | 71,858 | 0.53% | 0.53% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3EDGE Asset Management, LP | History | No change | 795,189 | 67,980 | 3.03% | 3.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 794,281 | 67,482 | 13.37% | 13.56% | 76 | -13,921 | -1.72% | Q3 2026 | Oct 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 788,540 | 67,412 | 0.4% | 0.4% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Greenline Partners, LLC | History | No change | 781,904 | 66,844 | 6.8% | 6.8% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 760,554 | 65,019 | 0.3% | 0.3% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 760,173 | 64,987 | 0.36% | 0.36% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 742,585 | 63,483 | 0.29% | 0.29% | 81 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Haverford Trust Co | History | No change | 742,447 | 63,471 | 0.55% | 0.55% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAM Advisors, LLC | History | No change | 736,191 | 62,936 | 17.18% | 17.18% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 25 LLC | History | No change | 728,825 | 62,307 | 17.06% | 17.06% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 726,955 | 62,147 | 2.13% | 2.13% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthfront Advisers LLC | History | No change | 725,063 | 61,985 | 0.12% | 0.12% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Topsail Wealth Management, LLC | History | No change | 705,274 | 60,293 | 7.7% | 7.7% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 668,059 | 57,112 | 0.18% | 0.18% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Woodbridge CO LTD | History | No change | 668,000 | 57,107 | 0.23% | 0.23% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL PLC | History | No change | 655,635 | 56,050 | 0.31% | 0.31% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 641,058 | 54,804 | 6.83% | 6.83% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 639,368 | 54,659 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 633,831 | 54,186 | 1.57% | 1.57% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tenon Financial LLC | History | No change | 623,658 | 53,316 | 17.15% | 17.15% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | No change | 622,737 | 53,210 | 3.33% | 3.33% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 617,531 | 52,792 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Philanthropic Trust | History | No change | 611,628 | 52,288 | 0.76% | 0.76% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Financial Management, Inc. | History | No change | 600,302 | 51,319 | 11.78% | 11.78% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| James J. Burns & Company, LLC | History | No change | 578,892 | 49,489 | 5.36% | 5.36% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GeoWealth Management, LLC | History | No change | 570,737 | 48,791 | 1.53% | 1.53% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prospera Capital Management, LLC | History | No change | 553,628 | 47,672 | 14.91% | 14.91% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 556,568 | 47,581 | 3.18% | 3.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 553,794 | 47,343 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRB Wealth Management, LLC | History | No change | 529,782 | 45,291 | 6.03% | 6.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 528,791 | 45,206 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Souders Financial Advisors | History | No change | 521,383 | 44,573 | 4.48% | 4.48% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 521,334 | 44,568 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 519,610 | 44,421 | 2.29% | 2.29% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 510,479 | 43,640 | 2.63% | 2.63% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROWN ADVISORY INC | History | No change | 504,459 | 43,126 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 502,200 | 42,923 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Standpoint Asset Management, LLC | History | No change | 494,100 | 42,240 | 8.86% | 8.86% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WBH ADVISORY INC | History | No change | 486,009 | 41,548 | 2.79% | 2.79% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | No change | 481,632 | 41,174 | 1.27% | 1.27% | 114 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MAI Capital Management | History | No change | 474,579 | 40,571 | 0.15% | 0.15% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 468,494 | 40,052 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 450,615 | 38,523 | 0.16% | 0.16% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 446,466 | 38,168 | 1.02% | 1.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 445,380 | 38,075 | 0.95% | 0.95% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Abacus Planning Group, Inc. | History | No change | 443,771 | 37,938 | 4.69% | 4.69% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 434,154 | 37,115 | 0.13% | 0.13% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 431,849 | 36,918 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wedmont Private Capital | History | Added to | 430,280 | 36,186 | 0.87% | 0.7% | 123 | +129,182 | 42.9% | Q3 2026 | Oct 09, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 422,803 | 36,145 | 1.34% | 1.34% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 420,091 | 35,913 | 0.11% | 0.11% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 419,285 | 35,844 | 2.63% | 2.63% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 418,019 | 35,736 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 415,990 | 35,562 | 0.34% | 0.34% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | No change | 405,599 | 34,674 | 15.05% | 15.05% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | No change | 401,654 | 34,337 | 13.81% | 13.81% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 399,872 | 34,185 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 393,154 | 33,610 | 0.34% | 0.34% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 390,580 | 33,390 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 389,370 | 33,287 | 0.15% | 0.15% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardy Reed LLC | History | No change | 381,595 | 32,622 | 2.09% | 2.09% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 377,384 | 32,262 | 0.21% | 0.21% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 371,312 | 31,743 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 370,656 | 31,687 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curran Financial Partners, LLC | History | No change | 370,419 | 31,667 | 4.71% | 4.71% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manuka Financial, LLC | History | No change | 361,433 | 30,898 | 16.04% | 16.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Joseph Group Capital Management | History | No change | 358,140 | 30,617 | 6.43% | 6.43% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 356,275 | 30,457 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 356,067 | 30,440 | 4.78% | 4.78% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 355,676 | 30,407 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunflower Bank, N.A. | History | No change | 353,954 | 30,259 | 7.23% | 7.23% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 344,219 | 29,427 | 4.42% | 4.42% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 342,216 | 29,256 | 0.08% | 0.08% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Juno Financial Group LLC | History | No change | 337,147 | 28,822 | 10.22% | 10.22% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneAscent Financial Services LLC | History | No change | 335,307 | 28,665 | 1.37% | 1.37% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Professional Financial Advisors, LLC | History | No change | 334,704 | 28,613 | 4.95% | 4.95% | 150 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pacific Center for Financial Services | History | No change | 332,583 | 28,432 | 6.34% | 6.34% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 330,495 | 28,254 | 1.45% | 1.45% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | No change | 330,933 | 28,125 | 16.0% | 16.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 327,624 | 28,008 | 0.38% | 0.38% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Management, Inc. | History | No change | 327,338 | 27,984 | 8.57% | 8.57% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Nuveen, LLC | History | No change | 322,337 | 27,556 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDELIS iM, LLC | History | No change | 321,008 | 27,442 | 9.36% | 9.36% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 318,963 | 27,268 | 0.56% | 0.56% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shelter Mutual Insurance Co | History | No change | 314,823 | 26,914 | 5.69% | 5.69% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cairn Investment Group, Inc. | History | No change | 311,629 | 26,641 | 11.75% | 11.75% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 310,372 | 26,533 | 3.36% | 3.36% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 310,114 | 26,511 | 9.15% | 9.15% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arbor Wealth Advisors LLC | History | Reduced | 310,134 | 26,349 | 16.41% | 16.39% | 163 | -3,416 | -1.09% | Q3 2026 | Oct 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 305,583 | 26,124 | 0.18% | 0.18% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 300,174 | 25,661 | 0.49% | 0.49% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 298,111 | 25,485 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 296,442 | 25,342 | 0.17% | 0.17% | 167 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Estate Counselors, LLC | History | No change | 296,146 | 25,317 | 2.18% | 2.18% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SVRN Asset Management, LLC | History | No change | 292,857 | 25,036 | 12.87% | 12.87% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 291,213 | 24,895 | 0.21% | 0.21% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Choate Investment Advisors | History | No change | 286,869 | 24,524 | 0.43% | 0.43% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navalign, LLC | History | No change | 285,185 | 24,380 | 5.68% | 5.68% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Seneca Financial Advisors LLC | History | No change | 283,926 | 24,272 | 6.3% | 6.3% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XP Advisory US, Inc. | History | No change | 280,137 | 23,948 | 13.12% | 13.12% | 174 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 272,333 | 23,281 | 4.11% | 4.11% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Family CFO Inc | History | No change | 271,144 | 23,180 | 8.92% | 8.92% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Factor Wealth Management LTD | History | Added to | 269,930 | 22,933 | 3.51% | 3.4% | 177 | +6,523 | 2.48% | Q3 2026 | Oct 08, 2026 |
| Sellwood Investment Partners LLC | History | No change | 263,334 | 22,512 | 7.94% | 7.94% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 259,347 | 22,171 | 0.13% | 0.13% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 254,952 | 21,795 | 5.7% | 5.7% | 180 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PFG Advisors | History | No change | 254,291 | 21,739 | 1.1% | 1.1% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SYKON CAPITAL LLC | History | No change | 252,242 | 21,564 | 6.64% | 6.64% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Buchholz LLC | History | No change | 251,639 | 21,512 | 7.75% | 7.75% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 252,194 | 21,426 | 0.15% | 0.14% | 184 | +42,084 | 20.03% | Q3 2026 | Oct 08, 2026 |
| Drystone LLC | History | No change | 244,750 | 20,923 | 17.2% | 17.2% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | No change | 240,547 | 20,564 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 239,553 | 20,479 | 3.66% | 3.66% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 239,479 | 20,473 | 1.59% | 1.59% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 238,561 | 20,394 | 7.39% | 7.39% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| David Kennon Inc | History | No change | 232,552 | 19,880 | 6.57% | 6.57% | 190 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gibson Wealth Advisors LLC | History | No change | 231,843 | 19,829 | 12.37% | 12.37% | 191 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Quantinno Capital Management LP | History | No change | 230,783 | 19,729 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 230,112 | 19,672 | 9.32% | 9.32% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Breakwater Investment Management | History | No change | 224,508 | 19,193 | 6.53% | 6.53% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greenbush Financial Group, LLC | History | No change | 224,147 | 19,162 | 5.63% | 5.63% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 221,656 | 18,949 | 1.53% | 1.53% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 220,519 | 18,852 | 8.42% | 8.42% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 220,404 | 18,842 | 0.18% | 0.18% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CSM Advisors, LLC | History | No change | 220,037 | 18,811 | 0.4% | 0.4% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 219,368 | 18,753 | 0.81% | 0.81% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 218,703 | 18,696 | 5.05% | 5.05% | 201 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Callan Family Office, LLC | History | No change | 217,223 | 18,570 | 0.36% | 0.36% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 222,358 | 18,544 | 1.79% | 1.79% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 218,124 | 18,440 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 214,786 | 18,362 | 0.16% | 0.16% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 213,815 | 18,279 | 4.54% | 4.54% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 213,801 | 18,277 | 0.21% | 0.21% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shade Tree Advisors LLC | History | No change | 212,794 | 18,191 | 10.59% | 10.59% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Private Trust Co. | History | Reduced | 213,841 | 18,167 | 0.99% | 1.02% | 209 | -2,101 | -0.97% | Q3 2026 | Oct 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 211,679 | 18,096 | 0.19% | 0.19% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sage Mountain Advisors LLC | History | No change | 211,636 | 18,092 | 1.11% | 1.11% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brooklyn FI, LLC | History | No change | 212,940 | 17,967 | 3.29% | 3.29% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 209,889 | 17,943 | 0.2% | 0.2% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GuidedMoney, LLC | History | No change | 206,270 | 17,634 | 8.16% | 8.16% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Twin Tree Management, LP | History | No change | 205,800 | 17,593 | 0.33% | 0.33% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Index Fund Advisors, Inc. | History | No change | 204,714 | 17,501 | 0.69% | 0.69% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berman McAleer LLC | History | No change | 201,747 | 17,247 | 2.0% | 2.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 199,512 | 16,950 | 11.88% | 12.04% | 218 | +2,037 | 1.03% | Q3 2026 | Oct 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 197,774 | 16,907 | 0.32% | 0.32% | 219 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 196,113 | 16,765 | 0.3% | 0.3% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 195,769 | 16,736 | 0.09% | 0.09% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Added to | 192,726 | 16,341 | 0.21% | 0.22% | 222 | +5,156 | 2.75% | Q3 2026 | Oct 08, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 188,279 | 16,095 | 10.14% | 10.14% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Charis Legacy Partners, LLC | History | No change | 186,940 | 15,981 | 19.65% | 19.65% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 186,785 | 15,968 | 9.55% | 9.55% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CWS Financial Advisors, LLC | History | No change | 184,623 | 15,783 | 3.5% | 3.5% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 182,597 | 15,610 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tribridge Partners Financial LLC | History | No change | 185,459 | 15,539 | 6.09% | 6.09% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Centric Wealth Management | History | No change | 180,068 | 15,284 | 2.38% | 2.38% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schulz Wealth, LTD. | History | No change | 178,505 | 15,260 | 7.88% | 7.88% | 230 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 177,910 | 15,209 | 0.08% | 0.08% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversified Trust Co | History | No change | 176,543 | 15,092 | 0.24% | 0.24% | 232 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Calydon Capital | History | No change | 174,381 | 14,907 | 2.18% | 2.18% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 173,000 | 14,789 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Arkadios Wealth Advisors | History | No change | 170,811 | 14,602 | 0.22% | 0.22% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dodds Wealth, LLC | History | No change | 170,734 | 14,596 | 3.28% | 3.28% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 169,729 | 14,510 | 8.95% | 8.95% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 168,907 | 14,439 | 0.41% | 0.41% | 238 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BFSG, LLC | History | No change | 167,054 | 14,281 | 1.27% | 1.27% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 166,775 | 14,257 | 4.3% | 4.3% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wrenne Financial Planning LLC | History | No change | 164,437 | 14,057 | 4.75% | 4.75% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | No change | 163,207 | 13,952 | 0.14% | 0.14% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 159,878 | 13,667 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 158,701 | 13,567 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 156,266 | 13,359 | 0.48% | 0.48% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 154,372 | 13,197 | 0.2% | 0.2% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | No change | 153,400 | 13,114 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 151,127 | 12,919 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davidson Kahn Capital Management, LLC | History | No change | 149,714 | 12,822 | 5.51% | 5.51% | 249 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Northstar Group, Inc. | History | No change | 149,816 | 12,807 | 1.65% | 1.65% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRIGHTON JONES LLC | History | No change | 148,510 | 12,696 | 0.24% | 0.24% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avior Wealth Management, LLC | History | No change | 148,491 | 12,690 | 0.33% | 0.33% | 252 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Root Financial Partners, LLC | History | No change | 147,074 | 12,573 | 0.49% | 0.49% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 146,093 | 12,489 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF HAWAII | History | No change | 142,511 | 12,183 | 0.6% | 0.6% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunesis Advisors, LLC | History | No change | 142,206 | 12,157 | 5.03% | 5.03% | 256 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Applied Capital LLC | History | No change | 141,621 | 12,107 | 3.9% | 3.9% | 257 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XY Planning Network, Inc. | History | No change | 141,044 | 12,057 | 1.51% | 1.51% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Winthrop Advisory Group LLC | History | No change | 140,134 | 11,980 | 0.81% | 0.81% | 259 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MontVue Capital Management, Inc. | History | No change | 139,022 | 11,884 | 6.84% | 6.84% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intelligent Financial Strategies | History | No change | 138,507 | 11,840 | 5.7% | 5.7% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 137,869 | 11,786 | 1.03% | 1.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| New Covenant Trust Company, N.A. | History | Added to | 138,502 | 11,767 | 8.14% | 8.31% | 263 | +9,517 | 7.38% | Q3 2026 | Oct 08, 2026 |
| Legacy Advisors, LLC | History | No change | 137,571 | 11,760 | 1.1% | 1.1% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 137,444 | 11,750 | 7.91% | 7.91% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SYM FINANCIAL Corp | History | No change | 136,634 | 11,680 | 0.94% | 0.94% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Wealth, LLC | History | No change | 136,496 | 11,669 | 0.12% | 0.12% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 135,861 | 11,614 | 5.76% | 5.76% | 268 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 134,548 | 11,502 | 5.37% | 5.37% | 269 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 133,629 | 11,423 | 0.24% | 0.24% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 133,266 | 11,392 | 1.69% | 1.69% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 133,048 | 11,374 | 3.23% | 3.23% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Center for Financial Planning, Inc. | History | No change | 131,198 | 11,216 | 1.05% | 1.05% | 273 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Financial Strategies CORP | History | No change | 130,455 | 11,152 | 5.54% | 5.54% | 274 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Optas, LLC | History | No change | 129,736 | 11,091 | 1.55% | 1.55% | 275 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 128,977 | 11,026 | 0.23% | 0.23% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 128,733 | 11,005 | 4.61% | 4.61% | 277 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Friday Financial | History | Added to | 129,934 | 10,974 | 2.17% | 1.03% | 278 | +84,405 | 185.39% | Q3 2026 | Oct 09, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 127,551 | 10,904 | 7.77% | 7.77% | 279 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 126,566 | 10,820 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 123,675 | 10,573 | 0.13% | 0.13% | 281 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| M Wealth Management, LLC | History | No change | 123,490 | 10,557 | 8.29% | 8.29% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 123,425 | 10,551 | 0.09% | 0.09% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 123,273 | 10,538 | 1.59% | 1.59% | 284 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 122,607 | 10,481 | 3.63% | 3.63% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aperture Investors, LLC | History | No change | 122,377 | 10,462 | 0.95% | 0.95% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNS J W & CO INC/NY | History | No change | 122,042 | 10,433 | 1.09% | 1.09% | 287 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vise Technologies, Inc. | History | No change | 122,005 | 10,430 | 0.12% | 0.12% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B&D White Capital Company, LLC | History | No change | 121,428 | 10,380 | 1.03% | 1.03% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 119,674 | 10,230 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 119,231 | 10,193 | 0.16% | 0.16% | 291 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 119,473 | 10,150 | 0.67% | 0.47% | 292 | +34,593 | 40.76% | Q3 2026 | Oct 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 118,123 | 10,098 | 0.12% | 0.12% | 293 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ADE, LLC | History | No change | 116,370 | 9,948 | 4.2% | 4.2% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 115,493 | 9,873 | 6.09% | 6.09% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 115,380 | 9,863 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 115,259 | 9,853 | 3.38% | 3.38% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vernal Point Advisors, LLC | History | No change | 115,083 | 9,838 | 3.32% | 3.32% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 114,608 | 9,797 | 0.3% | 0.3% | 299 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MRWM Advisors, LLC | History | No change | 112,404 | 9,609 | 3.95% | 3.95% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D.B. Root & Company, LLC | History | No change | 111,863 | 9,563 | 2.03% | 2.03% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Downshift Financial, LLC | History | No change | 110,746 | 9,467 | 4.25% | 4.25% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 110,467 | 9,443 | 1.05% | 1.05% | 303 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Latigo Investments, LLC | History | No change | 110,240 | 9,424 | 4.2% | 4.2% | 304 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GFS Advisors, LLC | History | No change | 3,065 | 9,391 | 0.99% | 0.99% | 305 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Briggs Wealth Management, Inc | History | No change | 109,843 | 9,390 | 8.57% | 8.57% | 306 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK HAPOALIM BM | History | No change | 109,499 | 9,361 | 0.62% | 0.62% | 307 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | No change | 109,410 | 9,353 | 0.11% | 0.11% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gordian Advisors LLC | History | No change | 108,979 | 9,316 | 5.48% | 5.48% | 309 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 107,798 | 9,215 | 0.54% | 0.54% | 310 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Register Financial Advisors LLC | History | No change | 107,020 | 9,149 | 2.81% | 2.81% | 311 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset One Wealth Management LLC | History | No change | 106,817 | 9,078 | 0.96% | 0.96% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 106,574 | 9,054 | 0.97% | 1.21% | 313 | -20,611 | -16.21% | Q3 2026 | Oct 07, 2026 |
| NWAM LLC | History | No change | 105,782 | 9,043 | 0.45% | 0.45% | 314 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 105,111 | 8,985 | 6.08% | 6.08% | 315 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Altiora Financial Group, LLC | History | No change | 104,712 | 8,951 | 1.41% | 1.41% | 316 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 104,432 | 8,927 | 4.61% | 4.61% | 317 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brio Consultants, LLC | History | No change | 104,118 | 8,901 | 1.04% | 1.04% | 318 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 106,957 | 8,783 | 0.15% | 0.15% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 101,918 | 8,712 | 0.09% | 0.09% | 320 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 101,537 | 8,680 | 0.32% | 0.32% | 321 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 100,477 | 8,589 | 0.14% | 0.14% | 322 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 100,331 | 8,577 | 5.26% | 5.26% | 323 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Freedom Day Solutions, LLC | History | No change | 98,796 | 8,446 | 1.87% | 1.87% | 324 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GSG Advisors LLC | History | No change | 98,228 | 8,397 | 1.85% | 1.85% | 325 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 98,099 | 8,386 | 0.09% | 0.09% | 326 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CGN Advisors LLC | History | No change | 95,988 | 8,205 | 0.6% | 0.6% | 327 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 95,514 | 8,165 | 5.72% | 5.72% | 328 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BAILARD, INC. | History | No change | 94,663 | 8,092 | 0.16% | 0.16% | 329 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 94,201 | 8,053 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 93,800 | 8,018 | 0.27% | 0.27% | 331 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fire Capital Management LLC | History | No change | 93,362 | 7,981 | 3.25% | 3.25% | 332 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Commerce Advisors, LLC | History | No change | 92,600 | 7,916 | 4.3% | 4.3% | 333 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roundview Capital LLC | History | No change | 90,913 | 7,772 | 0.42% | 0.42% | 334 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST HORIZON CORP | History | No change | 90,782 | 7,760 | 0.3% | 0.3% | 335 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 90,597 | 7,745 | 0.43% | 0.43% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 90,225 | 7,713 | 0.09% | 0.09% | 337 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 90,146 | 7,706 | 0.39% | 0.39% | 338 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 89,578 | 7,658 | 0.13% | 0.13% | 339 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 89,342 | 7,637 | 0.52% | 0.52% | 340 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 87,300 | 7,463 | 3.73% | 3.73% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coyle Financial Counsel LLC | History | No change | 86,730 | 7,414 | 1.35% | 1.35% | 342 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 86,384 | 7,384 | 0.18% | 0.18% | 343 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Trust Asset Management, LLC | History | No change | 86,064 | 7,357 | 2.3% | 2.3% | 344 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Valmark Advisers, Inc. | History | No change | 85,524 | 7,311 | 0.08% | 0.08% | 345 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 85,508 | 7,307 | 5.14% | 5.14% | 346 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 85,433 | 7,303 | 0.59% | 0.59% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 84,968 | 7,263 | 0.45% | 0.45% | 348 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 83,736 | 7,158 | 0.35% | 0.35% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanager Wealth Management LLP | History | No change | 83,725 | 7,157 | 0.62% | 0.62% | 350 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 83,677 | 7,153 | 0.32% | 0.32% | 351 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 83,387 | 7,128 | 1.34% | 1.34% | 352 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 82,598 | 7,061 | 0.87% | 0.87% | 353 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Management LLC | History | No change | 82,282 | 7,034 | 0.47% | 0.47% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 90,914 | 7,010 | 4.64% | 4.64% | 355 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Independent Advisor Alliance | History | No change | 81,567 | 6,973 | 0.16% | 0.16% | 356 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 81,432 | 6,961 | 0.35% | 0.35% | 357 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Evanson Financial, LLC | History | No change | 81,366 | 6,955 | 0.34% | 0.34% | 358 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 81,104 | 6,933 | 0.07% | 0.07% | 359 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Range Advisory, LLC | History | No change | 80,609 | 6,891 | 0.82% | 0.82% | 360 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Prudent Man Advisors, LLC | History | No change | 80,505 | 6,882 | 1.57% | 1.57% | 361 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | No change | 80,374 | 6,871 | 0.13% | 0.13% | 362 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAYPORT, LLC | History | No change | 79,824 | 6,824 | 1.06% | 1.06% | 363 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orcam Financial Group | History | No change | 79,771 | 6,819 | 3.33% | 3.33% | 364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Trust Wealth Management LLC | History | No change | 79,205 | 6,771 | 4.66% | 4.66% | 365 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Serenity Investment Advisors | History | No change | 77,118 | 6,763 | 2.88% | 2.88% | 366 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Mustard Seed Financial, LLC | History | No change | 79,024 | 6,755 | 3.51% | 3.51% | 367 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| North Star Investment Management Corp. | History | No change | 79,012 | 6,754 | 0.37% | 0.37% | 368 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WARNER FINANCIAL, INC | History | No change | 78,752 | 6,732 | 1.98% | 1.98% | 369 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| United Community Bank | History | No change | 78,736 | 6,731 | 2.08% | 2.08% | 370 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 78,482 | 6,709 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 78,747 | 6,690 | 0.09% | 0.05% | 372 | +34,704 | 78.8% | Q3 2026 | Oct 08, 2026 |
| THEORY FINANCIAL LLC | History | No change | 78,191 | 6,684 | 2.11% | 2.11% | 373 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMES NATIONAL CORP | History | No change | 77,720 | 6,644 | 3.66% | 3.66% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 77,631 | 6,636 | 2.45% | 2.45% | 375 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Shepherd Financial Partners LLC | History | No change | 77,183 | 6,598 | 0.54% | 0.54% | 376 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 76,986 | 6,581 | 2.59% | 2.59% | 377 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tandem Investment Partners LLC | History | No change | 75,973 | 6,494 | 5.01% | 5.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | No change | 75,348 | 6,441 | 5.06% | 5.06% | 379 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 75,189 | 6,427 | 0.21% | 0.21% | 380 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 75,177 | 6,426 | 0.16% | 0.16% | 381 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greenwich Wealth Management LLC | History | No change | 75,124 | 6,422 | 0.23% | 0.23% | 382 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 75,071 | 6,417 | 1.8% | 1.8% | 383 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BOKF, NA | History | No change | 75,021 | 6,413 | 0.09% | 0.09% | 384 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 74,432 | 6,363 | 0.24% | 0.24% | 385 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 74,343 | 6,355 | 3.07% | 3.07% | 386 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Wealth Group, LLC | History | No change | 74,124 | 6,336 | 1.29% | 1.29% | 387 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | No change | 73,987 | 6,325 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Madden Advisory Services, Inc. | History | No change | 73,824 | 6,311 | 2.26% | 2.26% | 389 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | No change | 73,687 | 6,299 | 0.1% | 0.1% | 390 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 75,181 | 6,286 | 0.13% | 0.13% | 391 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 73,418 | 6,276 | 0.24% | 0.24% | 392 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Added to | 72,883 | 6,192 | 3.91% | 3.25% | 393 | +1,768 | 2.49% | Q3 2026 | Oct 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 72,409 | 6,190 | 0.13% | 0.13% | 394 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valpey Financial Services, LLC | History | No change | 72,145 | 6,167 | 3.67% | 3.67% | 395 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 71,557 | 6,117 | 0.21% | 0.21% | 396 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 71,523 | 6,114 | 0.89% | 0.89% | 397 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 71,482 | 6,111 | 1.67% | 1.67% | 398 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Architects, LLC | History | No change | 71,385 | 6,102 | 2.93% | 2.93% | 399 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 71,257 | 6,092 | 0.16% | 0.16% | 400 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Good Steward Wealth Advisors,LLC | History | No change | 71,199 | 6,086 | 3.68% | 3.68% | 401 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | History | No change | 71,185 | 6,085 | 0.13% | 0.13% | 402 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 70,976 | 6,067 | 0.36% | 0.36% | 403 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 70,500 | 6,027 | 0.47% | 0.47% | 404 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AdvisorNet Financial, Inc | History | No change | 70,251 | 6,005 | 0.27% | 0.27% | 405 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wayfinding Financial, LLC | History | No change | 69,724 | 5,960 | 2.26% | 2.26% | 406 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Scott & Selber, Inc. | History | No change | 69,435 | 5,935 | 1.25% | 1.25% | 407 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 69,421 | 5,934 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 69,284 | 5,923 | 1.1% | 1.1% | 409 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arista Wealth Management, LLC | History | No change | 69,202 | 5,916 | 0.64% | 0.64% | 410 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sage Investment Advisers LLC | History | No change | 69,056 | 5,903 | 3.97% | 3.97% | 411 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 68,977 | 5,896 | 0.23% | 0.23% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 68,474 | 5,853 | 4.37% | 4.37% | 413 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 68,420 | 5,849 | 0.04% | 0.04% | 414 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ruggaard & Associates LLC | History | No change | 68,237 | 5,833 | 2.09% | 2.09% | 415 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Warwick Investment Management, Inc. | History | No change | 67,777 | 5,794 | 0.65% | 0.65% | 416 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD Capital Management LLC | History | No change | 67,370 | 5,759 | 0.47% | 0.47% | 417 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Facet Wealth, Inc. | History | No change | 67,270 | 5,750 | 0.08% | 0.08% | 418 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 66,946 | 5,723 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Red Wave Investments LLC | History | No change | 66,344 | 5,671 | 1.44% | 1.44% | 420 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 66,243 | 5,663 | 0.2% | 0.2% | 421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 65,787 | 5,624 | 0.36% | 0.36% | 422 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 65,611 | 5,574 | 0.62% | 0.64% | 423 | +3 | 0.0% | Q3 2026 | Oct 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 65,166 | 5,571 | 0.57% | 0.57% | 424 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Everest Private Wealth | History | No change | 65,060 | 5,562 | 2.08% | 2.08% | 425 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 65,358 | 5,520 | 1.78% | 1.78% | 426 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 64,216 | 5,489 | 1.36% | 1.36% | 427 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WoodTrust Financial Corp | History | Reduced | 64,559 | 5,485 | 0.66% | 0.66% | 429 | -852 | -1.3% | Q3 2026 | Oct 09, 2026 |
| TFO Wealth Partners, LLC | History | No change | 64,166 | 5,485 | 0.6% | 0.6% | 428 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sagace Wealth Management LLC | History | No change | 63,821 | 5,456 | 3.42% | 3.42% | 430 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 63,203 | 5,403 | 0.45% | 0.45% | 431 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modera Wealth Management, LLC | History | No change | 63,043 | 5,389 | 0.06% | 0.06% | 432 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MSH Capital Advisors LLC | History | No change | 62,649 | 5,355 | 0.93% | 0.93% | 433 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 62,286 | 5,324 | 1.39% | 1.39% | 434 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Eschler Asset Management LLP | History | No change | 62,218 | 5,317 | 9.46% | 9.46% | 435 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 61,762 | 5,280 | 0.06% | 0.06% | 436 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NBT BANK, N.A. | History | No change | 60,985 | 5,213 | 0.35% | 0.35% | 437 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Unconventional Investor, LLC | History | No change | 60,940 | 5,209 | 2.15% | 2.15% | 438 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 61,150 | 5,195 | 0.91% | 1.1% | 439 | +650 | 1.07% | Q3 2026 | Oct 08, 2026 |
| Linscomb Wealth, Inc. | History | No change | 60,716 | 5,190 | 0.22% | 0.22% | 440 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Symmetry Inc | History | Added to | 61,042 | 5,186 | 1.66% | 1.74% | 441 | +28 | 0.05% | Q3 2026 | Oct 06, 2026 |
| COMMERCE BANK | History | No change | 60,574 | 5,178 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 60,482 | 5,170 | 0.97% | 0.97% | 443 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 60,420 | 5,165 | 0.21% | 0.21% | 444 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 59,570 | 5,092 | 0.53% | 0.53% | 445 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 59,431 | 5,080 | 0.87% | 0.87% | 446 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 58,847 | 5,030 | 0.14% | 0.14% | 447 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Leelyn Smith, LLC | History | No change | 58,797 | 5,026 | 0.61% | 0.61% | 448 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Selective Wealth Management, Inc. | History | No change | 60,233 | 5,021 | 1.32% | 1.32% | 449 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 58,578 | 5,007 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiduciary Group, LLC | History | No change | 58,483 | 4,999 | 0.39% | 0.39% | 451 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | No change | 58,241 | 4,979 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 57,874 | 4,947 | 3.18% | 3.18% | 453 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 57,441 | 4,910 | 2.75% | 2.75% | 454 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trinity Wealth Management, LLC | History | No change | 57,183 | 4,888 | 1.55% | 1.55% | 455 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 57,481 | 4,883 | 0.1% | 0.1% | 456 | -336 | -0.58% | Q3 2026 | Oct 08, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 56,214 | 4,805 | 1.11% | 1.11% | 457 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 55,785 | 4,769 | 0.08% | 0.08% | 458 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PROFFITT & GOODSON INC | History | No change | 55,340 | 4,731 | 0.65% | 0.65% | 459 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | No change | 55,277 | 4,725 | 0.07% | 0.07% | 460 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 54,796 | 4,684 | 0.16% | 0.16% | 461 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rothschild Wealth LLC | History | No change | 54,417 | 4,652 | 0.37% | 0.37% | 462 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Columbia Asset Management | History | No change | 53,920 | 4,609 | 0.8% | 0.8% | 463 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 53,774 | 4,597 | 0.06% | 0.06% | 464 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 53,220 | 4,549 | 0.44% | 0.44% | 465 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversify Advisory Services, LLC | History | No change | 54,067 | 4,530 | 0.08% | 0.08% | 466 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 54,067 | 4,530 | 0.08% | 0.08% | 467 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MATHER GROUP, LLC. | History | No change | 52,891 | 4,521 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bricktown Capital, LLC | History | No change | 52,583 | 4,495 | 0.81% | 0.81% | 469 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bath Savings Trust Co | History | Added to | 52,633 | 4,471 | 0.46% | 0.44% | 470 | +2,803 | 5.63% | Q3 2026 | Oct 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 51,771 | 4,425 | 0.26% | 0.26% | 471 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 51,326 | 4,387 | 0.25% | 0.25% | 472 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 51,253 | 4,381 | 1.12% | 1.12% | 473 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 50,868 | 4,348 | 0.76% | 0.76% | 474 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cypress Capital, LLC | History | No change | 50,700 | 4,334 | 1.17% | 1.17% | 475 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Principle Wealth Partners LLC | History | No change | 50,666 | 4,331 | 0.21% | 0.21% | 476 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cushing Capital Partners, LLC | History | No change | 50,464 | 4,314 | 2.97% | 2.97% | 477 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 50,413 | 4,309 | 0.64% | 0.64% | 478 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kovack Advisors, Inc. | History | No change | 50,516 | 4,306 | 0.21% | 0.21% | 479 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 50,105 | 4,283 | 0.98% | 0.98% | 480 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 49,833 | 4,260 | 2.78% | 2.78% | 481 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 49,689 | 4,247 | 0.08% | 0.08% | 482 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 49,507 | 4,232 | 0.84% | 0.84% | 483 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Regal Investment Advisors LLC | History | No change | 49,029 | 4,191 | 0.22% | 0.22% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 54,325 | 4,188 | 0.17% | 0.17% | 485 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 48,614 | 4,156 | 1.85% | 1.85% | 486 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winter & Associates, Inc. | History | No change | 48,610 | 4,155 | 3.12% | 3.12% | 487 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SBI Securities Co., Ltd. | History | No change | 48,200 | 4,120 | 0.09% | 0.09% | 488 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DAVENPORT & Co LLC | History | No change | 47,915 | 4,096 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 47,829 | 4,088 | 0.1% | 0.1% | 490 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 47,754 | 4,082 | 3.21% | 3.21% | 491 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essex Financial Services, Inc. | History | No change | 47,099 | 4,026 | 0.2% | 0.2% | 492 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NICOLET BANKSHARES INC | History | No change | 46,917 | 4,021 | 0.13% | 0.13% | 493 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 46,733 | 3,995 | 0.52% | 0.52% | 494 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Solutions Group, LLC | History | No change | 46,363 | 3,963 | 1.34% | 1.34% | 495 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 46,553 | 3,955 | 0.26% | 0.21% | 496 | +9,558 | 25.84% | Q3 2026 | Oct 08, 2026 |
| Continuum Advisory, LLC | History | No change | 46,159 | 3,946 | 0.32% | 0.32% | 497 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Retirement, LLC | History | No change | 46,038 | 3,935 | 0.22% | 0.22% | 498 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 46,027 | 3,934 | 0.06% | 0.06% | 499 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeWealth Investments, LLC | History | No change | 45,650 | 3,902 | 1.04% | 1.04% | 500 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WASHINGTON TRUST BANK | History | No change | 45,186 | 3,862 | 0.27% | 0.27% | 501 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 45,137 | 3,858 | 8.69% | 8.69% | 502 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Headland Capital, LLC | History | No change | 45,087 | 3,854 | 0.95% | 0.95% | 503 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CRA Financial Services, LLC | History | No change | 44,773 | 3,827 | 0.44% | 0.44% | 504 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trek Financial, LLC | History | No change | 44,719 | 3,823 | 0.19% | 0.19% | 505 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 44,672 | 3,817 | 0.02% | 0.02% | 506 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 44,625 | 3,814 | 0.78% | 0.78% | 507 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 44,586 | 3,811 | 0.19% | 0.19% | 508 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 44,567 | 3,810 | 0.06% | 0.06% | 509 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 44,057 | 3,766 | 3.68% | 3.68% | 510 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| M&T BANK CORP | History | No change | 43,979 | 3,760 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 43,801 | 3,744 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Old Peak Finance LLC | History | No change | 43,448 | 3,714 | 1.8% | 1.8% | 513 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 43,390 | 3,709 | 0.52% | 0.52% | 514 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 43,347 | 3,705 | 1.81% | 1.81% | 515 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group LLC | History | No change | 43,253 | 3,697 | 0.42% | 0.42% | 516 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clark Asset Management, LLC | History | No change | 43,172 | 3,690 | 0.29% | 0.29% | 517 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 43,139 | 3,687 | 0.18% | 0.18% | 518 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 43,095 | 3,684 | 0.53% | 0.53% | 519 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 42,712 | 3,651 | 0.83% | 0.83% | 520 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 42,475 | 3,631 | 1.27% | 1.27% | 521 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 42,483 | 3,629 | 0.02% | 0.02% | 522 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 42,392 | 3,625 | 0.19% | 0.18% | 523 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Accredited Investors Inc. | History | No change | 42,307 | 3,616 | 0.16% | 0.16% | 524 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sunpointe, LLC | History | No change | 42,279 | 3,614 | 1.03% | 1.03% | 525 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nikulski Financial, Inc. | History | No change | 42,152 | 3,603 | 0.78% | 0.78% | 526 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fort Henry Capital, LLC | History | No change | 41,987 | 3,589 | 1.98% | 1.98% | 527 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 41,422 | 3,541 | 0.21% | 0.21% | 528 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 41,274 | 3,528 | 0.71% | 0.71% | 529 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alhambra Investment Management LLC | History | No change | 40,832 | 3,490 | 1.52% | 1.52% | 530 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 40,805 | 3,488 | 0.58% | 0.58% | 531 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 40,719 | 3,481 | 1.87% | 1.87% | 532 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 40,613 | 3,472 | 0.03% | 0.03% | 533 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vilga Financial Planning LLC | History | Added to | 40,864 | 3,471 | 2.07% | 2.56% | 534 | +1,303 | 3.29% | Q3 2026 | Oct 08, 2026 |
| Traynor Capital Management, Inc. | History | No change | 40,512 | 3,463 | 0.16% | 0.16% | 535 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 40,493 | 3,440 | 0.36% | 0.36% | 537 | -1,005 | -2.42% | Q3 2026 | Oct 05, 2026 |
| Glassman Wealth Services | History | No change | 40,247 | 3,440 | 0.41% | 0.41% | 536 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RBF Capital, LLC | History | No change | 40,000 | 3,419 | 0.14% | 0.14% | 538 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 39,802 | 3,402 | 0.07% | 0.07% | 539 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 39,689 | 3,392 | 0.29% | 0.29% | 540 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Entruity Wealth, LLC | History | No change | 39,640 | 3,388 | 2.19% | 2.19% | 541 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 39,619 | 3,387 | 0.52% | 0.52% | 542 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| New Republic Capital, LLC | History | No change | 39,567 | 3,382 | 0.78% | 0.78% | 543 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sicart Associates LLC | History | No change | 39,326 | 3,361 | 0.82% | 0.82% | 544 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 38,932 | 3,328 | 1.6% | 1.6% | 545 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning, LLC | History | No change | 38,604 | 3,300 | 0.76% | 0.76% | 546 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 38,607 | 3,300 | 1.83% | 1.83% | 547 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Comprehensive Financial Management LLC | History | No change | 38,568 | 3,297 | 0.11% | 0.11% | 548 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 38,389 | 3,281 | 0.1% | 0.1% | 549 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 38,267 | 3,271 | 0.11% | 0.11% | 550 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 38,233 | 3,268 | 0.19% | 0.19% | 551 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gold Investment Management Ltd. | History | No change | 38,098 | 3,256 | 0.88% | 0.88% | 552 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 37,459 | 3,202 | 0.19% | 0.19% | 553 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graney & King, LLC | History | No change | 37,437 | 3,200 | 1.15% | 1.15% | 554 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clayton Partners LLC | History | No change | 37,362 | 3,194 | 2.1% | 2.1% | 555 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walker Financial Services, Inc. | History | No change | 37,346 | 3,192 | 0.99% | 0.99% | 556 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 37,275 | 3,186 | 0.06% | 0.06% | 557 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 37,183 | 3,178 | 1.2% | 1.2% | 558 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Empirical Finance, LLC | History | No change | 37,060 | 3,168 | 0.13% | 0.13% | 559 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULBERTSON A N & CO INC | History | No change | 37,010 | 3,163 | 0.37% | 0.37% | 560 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 37,137 | 3,155 | 0.19% | 0.18% | 561 | +1,670 | 4.71% | Q3 2026 | Oct 09, 2026 |
| Plancorp, LLC | History | No change | 37,431 | 3,135 | 0.08% | 0.08% | 562 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Banco BTG Pactual S.A. | History | No change | 36,552 | 3,124 | 0.26% | 0.26% | 563 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Advisory Group, Inc. | History | No change | 36,219 | 3,096 | 1.35% | 1.35% | 564 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 36,048 | 3,081 | 0.09% | 0.09% | 565 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 35,996 | 3,077 | 0.23% | 0.23% | 566 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Carroll Advisory Group, LLC | History | No change | 35,972 | 3,075 | 1.01% | 1.01% | 567 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fisher Asset Management, LLC | History | No change | 35,731 | 3,054 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OmniStar Financial Group, Inc. | History | No change | 35,636 | 3,046 | 1.4% | 1.4% | 569 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 35,849 | 3,043 | 0.08% | 0.08% | 570 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 35,191 | 3,008 | 0.34% | 0.34% | 571 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 35,179 | 3,007 | 0.02% | 0.02% | 572 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 35,040 | 2,995 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 34,981 | 2,990 | 0.1% | 0.1% | 574 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 34,747 | 2,970 | 0.04% | 0.04% | 575 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | No change | 34,718 | 2,968 | 0.03% | 0.03% | 576 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 38,400 | 2,961 | 1.87% | 1.87% | 577 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 34,614 | 2,959 | 1.71% | 1.71% | 578 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 34,587 | 2,956 | 1.09% | 1.09% | 579 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 34,662 | 2,944 | 1.44% | 1.12% | 580 | +6,585 | 23.45% | Q3 2026 | Oct 08, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 2,933,385 | 2,933 | 0.19% | 0.19% | 581 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 34,462 | 2,927 | 0.18% | 0.2% | 582 | -1,894 | -5.21% | Q3 2026 | Oct 08, 2026 |
| Truepoint, Inc. | History | No change | 34,162 | 2,920 | 0.06% | 0.06% | 583 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 34,153 | 2,919 | 0.06% | 0.06% | 584 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steele Capital Management, Inc. | History | No change | 34,055 | 2,911 | 0.11% | 0.11% | 585 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Woodside Wealth Management LLC | History | No change | 33,861 | 2,894 | 2.02% | 2.02% | 586 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHRISTINE MESSMER PC | History | No change | 33,856 | 2,894 | 1.63% | 1.63% | 587 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 33,656 | 2,877 | 0.91% | 0.91% | 588 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 33,558 | 2,868 | 0.04% | 0.04% | 589 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | No change | 33,219 | 2,839 | 0.15% | 0.15% | 590 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 33,416 | 2,834 | 1.22% | 1.22% | 591 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 33,116 | 2,831 | 2.51% | 2.51% | 592 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 33,083 | 2,828 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Advisors, LLC | History | No change | 33,402 | 2,823 | 3.26% | 3.26% | 594 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 32,987 | 2,820 | 0.43% | 0.43% | 595 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Trail Advisors, LLC | History | No change | 32,673 | 2,793 | 0.04% | 0.04% | 596 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 32,455 | 2,774 | 0.31% | 0.31% | 597 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Family Investment Center, Inc. | History | No change | 32,390 | 2,768 | 0.46% | 0.46% | 598 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pacific Park Financial, Inc. | History | No change | 32,055 | 2,740 | 1.59% | 1.59% | 599 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ares Financial Consulting, LLC | History | No change | 32,037 | 2,738 | 1.96% | 1.96% | 600 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 31,954 | 2,731 | 0.54% | 0.54% | 601 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Moors & Cabot, Inc. | History | No change | 31,725 | 2,712 | 0.11% | 0.11% | 602 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| S&T BANK/PA | History | No change | 31,517 | 2,694 | 0.81% | 0.81% | 603 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 31,489 | 2,692 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 31,607 | 2,685 | 0.55% | 0.57% | 605 | -933 | -2.87% | Q3 2026 | Oct 05, 2026 |
| Hills Bank & Trust Co | History | No change | 31,396 | 2,684 | 0.11% | 0.11% | 606 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baldwin Investment Management, LLC | History | No change | 31,368 | 2,681 | 0.26% | 0.26% | 607 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Human Investing LLC | History | No change | 31,262 | 2,672 | 0.35% | 0.35% | 608 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Neuberger Berman Group LLC | History | No change | 31,121 | 2,660 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sendero Wealth Management, LLC | History | No change | 31,097 | 2,658 | 0.26% | 0.26% | 610 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 31,007 | 2,650 | 0.16% | 0.16% | 611 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | No change | 30,996 | 2,649 | 0.03% | 0.03% | 612 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steffes Financial, Ltd. | History | No change | 30,898 | 2,641 | 1.14% | 1.14% | 613 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | No change | 30,891 | 2,640 | 0.44% | 0.44% | 614 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 30,873 | 2,639 | 0.46% | 0.46% | 615 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Seed Wealth Management, Inc. | History | No change | 30,729 | 2,627 | 1.66% | 1.66% | 616 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 30,569 | 2,613 | 0.69% | 0.69% | 617 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Unify Financial Advisors | History | No change | 30,333 | 2,593 | 2.39% | 2.39% | 618 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 30,178 | 2,579 | 0.02% | 0.02% | 619 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Retirement Planning Group, LLC | History | No change | 30,152 | 2,577 | 0.07% | 0.07% | 620 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 30,144 | 2,577 | 0.9% | 0.9% | 621 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SilverOak Wealth Management LLC | History | No change | 30,133 | 2,576 | 0.33% | 0.33% | 622 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Milestone Investment Advisors LLC | History | No change | 30,106 | 2,573 | 0.56% | 0.56% | 623 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portside Wealth Group, LLC | History | No change | 30,072 | 2,570 | 0.3% | 0.3% | 624 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avalon Advisory Group | History | No change | 30,045 | 2,568 | 0.95% | 0.95% | 625 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 29,656 | 2,535 | 0.08% | 0.08% | 626 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avalon Trust Co | History | No change | 29,629 | 2,532 | 0.16% | 0.16% | 627 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 29,528 | 2,524 | 0.06% | 0.06% | 628 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 29,386 | 2,512 | 0.02% | 0.02% | 629 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INKWELL CAPITAL LLC | History | No change | 29,230 | 2,498 | 2.6% | 2.6% | 630 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 29,013 | 2,480 | 0.29% | 0.29% | 631 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alta Wealth Advisors LLC | History | No change | 28,986 | 2,478 | 0.67% | 0.67% | 632 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 28,993 | 2,478 | 0.67% | 0.67% | 633 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 28,984 | 2,477 | 0.12% | 0.12% | 634 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wise Wealth Partners | History | No change | 28,765 | 2,459 | 4.18% | 4.18% | 635 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lynch Asset Management, Inc. | History | No change | 28,650 | 2,449 | 0.67% | 0.67% | 636 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Olde Wealth Management, LLC | History | No change | 28,252 | 2,415 | 0.68% | 0.68% | 637 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 28,219 | 2,412 | 0.01% | 0.01% | 638 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 28,336 | 2,407 | 0.57% | 0.58% | 639 | +10 | 0.04% | Q3 2026 | Oct 07, 2026 |
| Hyposwiss Advisors SA | History | No change | 27,956 | 2,389 | 2.26% | 2.26% | 640 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Windsor Advisory Group, LLC | History | No change | 27,917 | 2,386 | 1.73% | 1.73% | 641 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | No change | 27,742 | 2,371 | 0.07% | 0.07% | 642 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 27,693 | 2,367 | 1.72% | 1.72% | 643 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 27,592 | 2,358 | 0.19% | 0.19% | 644 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 27,550 | 2,356 | 0.03% | 0.03% | 645 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 27,622 | 2,346 | 0.07% | 0.06% | 646 | +4,183 | 17.85% | Q3 2026 | Oct 08, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 27,313 | 2,335 | 0.16% | 0.16% | 647 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JMG Financial Group, Ltd. | History | No change | 27,323 | 2,335 | 0.06% | 0.06% | 648 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 27,172 | 2,322 | 0.3% | 0.3% | 649 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | No change | 27,119 | 2,318 | 0.03% | 0.03% | 650 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| M3 Advisory Group, LLC | History | No change | 26,902 | 2,299 | 1.19% | 1.19% | 651 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westfuller Advisors, LLC | History | No change | 26,542 | 2,269 | 0.83% | 0.83% | 652 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 26,438 | 2,260 | 0.68% | 0.68% | 653 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Essex LLC | History | No change | 26,319 | 2,250 | 0.34% | 0.34% | 654 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Everstar Asset Management, LLC | History | No change | 26,239 | 2,243 | 1.08% | 1.08% | 655 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| West Financial Advisors, LLC | History | No change | 26,224 | 2,241 | 0.34% | 0.34% | 656 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Troutman Wealth Management, LLC | History | No change | 26,178 | 2,237 | 1.72% | 1.72% | 657 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 26,113 | 2,232 | 0.98% | 0.98% | 658 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Investment Advisory Group, LLC | History | No change | 26,107 | 2,231 | 0.48% | 0.48% | 659 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 25,965 | 2,219 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 26,249 | 2,216 | 0.6% | 0.6% | 661 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballentine Partners, LLC | History | No change | 25,804 | 2,205 | 0.03% | 0.03% | 662 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 25,784 | 2,204 | 0.14% | 0.14% | 663 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 25,755 | 2,201 | 0.18% | 0.18% | 664 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strategic Financial Services, Inc. | History | No change | 25,725 | 2,199 | 0.1% | 0.1% | 665 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 25,639 | 2,191 | 0.67% | 0.67% | 666 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Successful Portfolios LLC | History | Reduced | 25,520 | 2,190 | 1.01% | 1.02% | 667 | -122 | -0.48% | Q3 2026 | Oct 09, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 25,591 | 2,187 | 0.37% | 0.37% | 668 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 26,101 | 2,186 | 0.16% | 0.16% | 669 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WESBANCO BANK INC | History | No change | 25,526 | 2,182 | 0.05% | 0.05% | 670 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Bridge, LLC | History | No change | 25,534 | 2,182 | 0.67% | 0.67% | 671 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DSG Capital Advisors, LLC | History | No change | 25,725 | 2,177 | 0.31% | 0.31% | 672 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Affiance Financial, LLC | History | No change | 25,331 | 2,165 | 0.31% | 0.31% | 673 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Argent Trust Co | History | No change | 25,226 | 2,156 | 0.06% | 0.06% | 674 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 25,152 | 2,150 | 0.77% | 0.77% | 675 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creekside Partners | History | No change | 25,088 | 2,144 | 0.78% | 0.78% | 676 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apollon Financial, LLC | History | No change | 25,017 | 2,138 | 0.25% | 0.25% | 677 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mosaic Advisors LLC | History | No change | 24,856 | 2,124 | 2.85% | 2.85% | 678 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empower Advisory Group, LLC | History | No change | 24,787 | 2,119 | 0.01% | 0.01% | 679 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 27,307 | 2,105 | 0.08% | 0.08% | 680 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 24,498 | 2,094 | 0.02% | 0.02% | 681 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 24,488 | 2,093 | 0.08% | 0.08% | 682 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Financial Group, INC/SD | History | No change | 24,468 | 2,091 | 0.24% | 0.24% | 683 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 24,371 | 2,083 | 0.08% | 0.08% | 684 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 24,315 | 2,078 | 0.06% | 0.06% | 685 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLIO Financial Planning | History | No change | 24,315 | 2,078 | 0.52% | 0.52% | 686 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 24,282 | 2,075 | 0.89% | 0.89% | 687 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FSA Investment Group, LLC | History | Added to | 24,084 | 2,046 | 0.65% | 0.6% | 688 | +2,425 | 11.2% | Q3 2026 | Oct 07, 2026 |
| Chicago Capital, LLC | History | No change | 23,916 | 2,044 | 0.05% | 0.05% | 689 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 23,570 | 2,014 | 0.09% | 0.09% | 690 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 23,407 | 2,001 | 1.43% | 1.43% | 691 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 23,336 | 1,995 | 0.5% | 0.5% | 692 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 23,472 | 1,994 | 0.06% | 0.06% | 693 | -2,216 | -8.63% | Q3 2026 | Oct 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 23,263 | 1,988 | 0.02% | 0.02% | 694 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO | History | No change | 22,949 | 1,977 | 0.02% | 0.02% | 695 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 23,095 | 1,974 | 0.11% | 0.11% | 696 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUE Private Wealth Advisors | History | No change | 22,992 | 1,965 | 0.17% | 0.17% | 697 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 22,838 | 1,952 | 0.22% | 0.22% | 698 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 22,701 | 1,940 | 0.21% | 0.21% | 699 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudock, Inc. | History | No change | 22,673 | 1,938 | 0.25% | 0.25% | 700 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 22,586 | 1,930 | 1.72% | 1.72% | 701 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TABR Capital Management, LLC | History | No change | 22,537 | 1,926 | 1.64% | 1.64% | 702 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 22,501 | 1,923 | 1.05% | 1.05% | 703 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 22,482 | 1,921 | 0.17% | 0.17% | 704 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 22,334 | 1,909 | 0.41% | 0.41% | 705 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Flower City Capital | History | No change | 22,257 | 1,902 | 0.84% | 0.84% | 706 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 22,225 | 1,900 | 0.0% | 0.0% | 707 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 22,153 | 1,893 | 0.06% | 0.06% | 708 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCS Wealth Management | History | No change | 22,125 | 1,891 | 0.34% | 0.34% | 709 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIDUCIARY TRUST CO | History | No change | 22,084 | 1,887 | 0.02% | 0.02% | 710 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arlington Trust Co LLC | History | No change | 21,998 | 1,880 | 0.16% | 0.16% | 711 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 21,974 | 1,878 | 0.03% | 0.03% | 712 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 21,939 | 1,875 | 0.06% | 0.06% | 713 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovran Advisors, LLC | History | No change | 22,610 | 1,862 | 0.14% | 0.14% | 714 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BESSEMER GROUP INC | History | No change | 21,702 | 1,856 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Capital, Inc. | History | No change | 21,607 | 1,847 | 1.4% | 1.4% | 716 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 21,558 | 1,843 | 0.88% | 0.88% | 717 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 21,502 | 1,838 | 0.05% | 0.05% | 718 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 21,597 | 1,834 | 0.61% | 0.71% | 719 | +3,139 | 17.01% | Q3 2026 | Oct 07, 2026 |
| DAVIS R M INC | History | No change | 21,412 | 1,830 | 0.03% | 0.03% | 720 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | No change | 21,408 | 1,830 | 0.31% | 0.31% | 721 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 21,361 | 1,826 | 0.22% | 0.22% | 722 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IRON Financial LLC | History | No change | 21,312 | 1,821 | 0.75% | 0.75% | 723 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 21,305 | 1,821 | 0.9% | 0.9% | 724 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KINTRA WEALTH, LLC | History | No change | 20,645 | 1,810 | 0.09% | 0.09% | 725 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 21,111 | 1,804 | 0.05% | 0.05% | 726 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Indivisible Partners | History | No change | 21,073 | 1,801 | 0.1% | 0.1% | 727 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Safe Harbor Fiduciary, LLC | History | No change | 20,961 | 1,791 | 1.4% | 1.4% | 728 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 20,912 | 1,787 | 0.02% | 0.02% | 729 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 20,809 | 1,778 | 0.22% | 0.22% | 730 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 20,684 | 1,767 | 0.18% | 0.18% | 731 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 20,599 | 1,761 | 0.37% | 0.37% | 732 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bleakley Financial Group, LLC | History | No change | 20,568 | 1,758 | 0.02% | 0.02% | 733 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ascent Group, LLC | History | No change | 20,470 | 1,749 | 0.05% | 0.05% | 734 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 20,414 | 1,745 | 0.2% | 0.2% | 735 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ATLas Financial Planning LLC | History | No change | 20,414 | 1,745 | 1.41% | 1.41% | 736 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| United Financial Planning Group LLC | History | No change | 20,403 | 1,744 | 0.89% | 0.89% | 737 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 20,228 | 1,729 | 0.22% | 0.22% | 738 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 20,155 | 1,723 | 0.74% | 0.74% | 739 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 20,070 | 1,715 | 0.06% | 0.06% | 740 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOVEM GROUP | History | No change | 20,035 | 1,712 | 0.17% | 0.17% | 741 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 20,033 | 1,712 | 1.63% | 1.63% | 742 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 19,989 | 1,708 | 0.11% | 0.11% | 743 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 19,972 | 1,707 | 0.48% | 0.48% | 744 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 19,954 | 1,705 | 0.32% | 0.32% | 745 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DeDora Capital, Inc. | History | No change | 19,930 | 1,703 | 0.37% | 0.37% | 746 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rolek Wealth Management LLC | History | No change | 19,924 | 1,703 | 0.95% | 0.95% | 747 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Carolina Wealth Management Inc | History | No change | 19,925 | 1,703 | 0.78% | 0.78% | 748 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fonville Wealth Management LLC | History | No change | 19,905 | 1,701 | 0.28% | 0.28% | 749 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 19,824 | 1,694 | 0.74% | 0.74% | 750 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smithfield Trust Co | History | No change | 19,658 | 1,680 | 0.07% | 0.07% | 751 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 19,659 | 1,680 | 1.52% | 1.52% | 752 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Forum Financial Management, LP | History | No change | 19,623 | 1,677 | 0.02% | 0.02% | 753 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 27,973 | 1,673 | 0.55% | 0.55% | 754 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Wealth Management LLC | History | No change | 19,470 | 1,664 | 0.05% | 0.05% | 755 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gridiron Partners, LLC | History | No change | 19,467 | 1,653 | 0.83% | 0.87% | 756 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 19,308 | 1,650 | 0.01% | 0.01% | 757 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 19,308 | 1,650 | 0.08% | 0.08% | 758 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 19,175 | 1,639 | 0.05% | 0.05% | 759 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellis Investment Partners, LLC | History | No change | 19,007 | 1,624 | 0.25% | 0.25% | 760 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Montis Financial, LLC | History | No change | 19,007 | 1,624 | 0.33% | 0.33% | 761 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 18,969 | 1,621 | 1.12% | 1.12% | 762 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Elm Partners Management LLC | History | No change | 18,928 | 1,618 | 0.05% | 0.05% | 763 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 19,028 | 1,608 | 0.3% | 0.3% | 764 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | No change | 18,788 | 1,606 | 0.05% | 0.05% | 765 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLB&B Advisors, LLC | History | No change | 18,751 | 1,603 | 0.06% | 0.06% | 766 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Verdence Capital Advisors LLC | History | No change | 18,537 | 1,584 | 0.08% | 0.08% | 767 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED BANK | History | No change | 18,500 | 1,581 | 0.19% | 0.19% | 768 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Calder Financial LLC | History | No change | 18,496 | 1,581 | 1.49% | 1.49% | 769 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PFG Investments, LLC | History | No change | 18,393 | 1,572 | 0.06% | 0.06% | 770 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 18,369 | 1,570 | 0.03% | 0.03% | 771 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 18,260 | 1,561 | 0.49% | 0.49% | 772 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 18,265 | 1,551 | 0.05% | 0.05% | 773 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 18,056 | 1,543 | 0.37% | 0.37% | 774 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VERITY Wealth Advisors | History | No change | 18,045 | 1,542 | 0.93% | 0.93% | 775 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Purpose Unlimited Inc. | History | No change | 18,000 | 1,538 | 0.06% | 0.06% | 776 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 17,969 | 1,536 | 0.04% | 0.04% | 777 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blankinship & Foster, LLC | History | No change | 17,843 | 1,525 | 0.31% | 0.31% | 778 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SouthState Bank Corp | History | No change | 17,780 | 1,520 | 0.06% | 0.06% | 779 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Reality Financial Planning Services, LLC | History | No change | 17,781 | 1,520 | 1.47% | 1.47% | 780 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NorthRock Partners, LLC | History | No change | 17,780 | 1,519 | 0.02% | 0.02% | 781 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bridgewater Advisors Inc. | History | No change | 17,631 | 1,498 | 0.08% | 0.08% | 782 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Donalies Financial Planning, LLC | History | No change | 17,529 | 1,498 | 1.1% | 1.1% | 783 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tortoise Investment Management, LLC | History | No change | 17,501 | 1,496 | 0.11% | 0.11% | 784 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Red Door Wealth Management, LLC | History | No change | 17,465 | 1,493 | 0.14% | 0.14% | 785 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 17,553 | 1,491 | 0.51% | 0.48% | 786 | -827 | -4.5% | Q3 2026 | Oct 08, 2026 |
| Advisor OS, LLC | History | No change | 17,408 | 1,488 | 0.1% | 0.1% | 787 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wiser Wealth Management, Inc | History | No change | 17,265 | 1,475 | 0.28% | 0.28% | 788 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NVWM, LLC | History | No change | 17,206 | 1,470 | 0.3% | 0.3% | 789 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Verity Asset Management, Inc. | History | No change | 17,150 | 1,466 | 0.55% | 0.55% | 790 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Partners in Financial Planning | History | No change | 17,158 | 1,466 | 0.22% | 0.22% | 791 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| One Degree Advisors Inc | History | No change | 17,338 | 1,465 | 0.33% | 0.33% | 792 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 17,128 | 1,464 | 0.51% | 0.51% | 793 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 17,128 | 1,464 | 0.95% | 0.95% | 794 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lummis Asset Management, LP | History | No change | 17,095 | 1,461 | 0.87% | 0.87% | 795 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DT Investment Partners, LLC | History | No change | 17,079 | 1,460 | 0.11% | 0.11% | 796 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First City Capital Management, Inc. | History | No change | 17,049 | 1,457 | 0.71% | 0.71% | 797 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DiPaolo Financial Group, Inc. | History | No change | 17,017 | 1,454 | 0.95% | 0.95% | 798 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 16,950 | 1,449 | 0.05% | 0.05% | 799 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 16,940 | 1,448 | 0.03% | 0.03% | 800 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 16,889 | 1,444 | 0.01% | 0.01% | 801 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 16,900 | 1,444 | 0.07% | 0.07% | 802 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 16,855 | 1,440 | 0.55% | 0.55% | 803 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 16,774 | 1,434 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bravera Wealth | History | No change | 16,746 | 1,431 | 0.55% | 0.55% | 805 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 16,728 | 1,430 | 0.03% | 0.03% | 806 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 16,567 | 1,416 | 0.49% | 0.49% | 807 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 16,519 | 1,412 | 0.07% | 0.07% | 808 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 16,629 | 1,412 | 0.45% | 0.44% | 809 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 16,513 | 1,411 | 0.79% | 0.79% | 810 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 16,478 | 1,408 | 0.64% | 0.64% | 811 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 16,434 | 1,404 | 0.13% | 0.13% | 812 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 16,433 | 1,404 | 0.65% | 0.65% | 813 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 16,414 | 1,403 | 0.13% | 0.13% | 814 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 16,312 | 1,394 | 0.07% | 0.07% | 815 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 16,210 | 1,385 | 0.75% | 0.75% | 816 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 16,196 | 1,384 | 0.34% | 0.34% | 817 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pacifica Partners Inc. | History | Added to | 16,316 | 1,377 | 0.41% | 0.08% | 818 | +13,234 | 429.4% | Q3 2026 | Oct 08, 2026 |
| Independent Family Office, LLC | History | No change | 16,057 | 1,372 | 0.55% | 0.55% | 819 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carter Financial, LLC | History | No change | 16,014 | 1,369 | 1.03% | 1.03% | 820 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 15,969 | 1,365 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 15,975 | 1,365 | 0.17% | 0.17% | 822 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FC Advisory LLC | History | Added to | 16,051 | 1,363 | 0.36% | 0.26% | 823 | +4,362 | 37.32% | Q3 2026 | Oct 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 15,844 | 1,354 | 0.06% | 0.06% | 824 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 15,785 | 1,349 | 0.33% | 0.33% | 825 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Powers Advisory Group, LLC | History | No change | 15,779 | 1,348 | 0.42% | 0.42% | 826 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 15,763 | 1,347 | 0.24% | 0.24% | 827 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | No change | 15,747 | 1,346 | 0.07% | 0.07% | 828 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 15,747 | 1,346 | 0.01% | 0.01% | 829 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 15,732 | 1,344 | 0.41% | 0.41% | 830 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 15,665 | 1,339 | 0.33% | 0.33% | 831 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tilson Financial Group, Inc. | History | No change | 15,628 | 1,336 | 0.37% | 0.37% | 832 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 15,516 | 1,326 | 0.38% | 0.38% | 833 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Innovative Wealth Building LLC | History | No change | 15,509 | 1,325 | 0.77% | 0.77% | 834 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 15,497 | 1,324 | 0.18% | 0.18% | 835 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MASECO LLP | History | No change | 15,472 | 1,322 | 0.04% | 0.04% | 836 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 15,414 | 1,317 | 0.07% | 0.07% | 837 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 15,403 | 1,316 | 0.52% | 0.52% | 838 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WMG Financial Advisors, LLC | History | No change | 15,388 | 1,315 | 0.5% | 0.5% | 839 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 15,374 | 1,314 | 0.63% | 0.63% | 840 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 15,318 | 1,309 | 0.0% | 0.0% | 841 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 15,309 | 1,308 | 0.8% | 0.8% | 842 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aufman Associates Inc | History | No change | 15,298 | 1,307 | 0.52% | 0.52% | 843 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 15,264 | 1,304 | 0.18% | 0.18% | 844 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCM ADVISORS, LLC | History | No change | 15,578 | 1,299 | 0.25% | 0.25% | 845 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 15,177 | 1,297 | 0.29% | 0.29% | 846 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 15,165 | 1,296 | 0.53% | 0.53% | 847 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 15,151 | 1,295 | 0.36% | 0.36% | 848 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 15,105 | 1,291 | 0.09% | 0.09% | 849 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 15,069 | 1,288 | 0.75% | 0.75% | 850 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 15,065 | 1,287 | 0.32% | 0.32% | 851 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Liberty Capital Management, Inc. | History | No change | 15,053 | 1,286 | 0.22% | 0.22% | 852 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Auxano Advisors, LLC | History | No change | 15,002 | 1,282 | 0.24% | 0.24% | 853 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 14,995 | 1,281 | 0.79% | 0.79% | 854 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ProVise Management Group, LLC | History | No change | 14,980 | 1,280 | 0.09% | 0.09% | 855 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FWG Investments, LLC. | History | No change | 14,979 | 1,280 | 0.68% | 0.68% | 856 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 14,975 | 1,280 | 0.13% | 0.13% | 857 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 14,927 | 1,276 | 0.03% | 0.03% | 858 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 14,937 | 1,276 | 0.35% | 0.35% | 859 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Phillip James Consulting Co. | History | No change | 14,932 | 1,276 | 0.85% | 0.85% | 860 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 14,912 | 1,274 | 0.01% | 0.01% | 861 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 14,873 | 1,271 | 0.15% | 0.15% | 862 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 14,873 | 1,271 | 0.51% | 0.51% | 863 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 14,865 | 1,270 | 0.0% | 0.0% | 864 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 14,847 | 1,269 | 0.29% | 0.29% | 865 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 14,824 | 1,267 | 0.01% | 0.01% | 866 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 14,827 | 1,267 | 0.03% | 0.03% | 867 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Procyon Advisors, LLC | History | No change | 14,738 | 1,259 | 0.05% | 0.05% | 868 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Old North State Wealth Management, LLC | History | No change | 14,726 | 1,259 | 0.54% | 0.54% | 869 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mutual Advisors, LLC | History | No change | 14,661 | 1,253 | 0.02% | 0.02% | 870 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 14,568 | 1,245 | 0.51% | 0.51% | 871 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VestGen Investment Management | History | No change | 14,477 | 1,237 | 0.66% | 0.66% | 872 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 14,470 | 1,237 | 0.38% | 0.38% | 873 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Intrinsic Value Partners, LLC | History | No change | 14,467 | 1,236 | 0.84% | 0.84% | 874 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 14,434 | 1,233 | 0.16% | 0.16% | 875 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hurley Capital, LLC | History | No change | 14,403 | 1,231 | 0.64% | 0.64% | 876 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Portfolios, Inc. | History | No change | 14,379 | 1,229 | 0.09% | 0.09% | 877 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Florida Trust Wealth Management Co | History | No change | 14,261 | 1,219 | 0.03% | 0.03% | 878 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 14,229 | 1,216 | 0.07% | 0.07% | 879 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 14,221 | 1,215 | 0.03% | 0.03% | 880 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 14,212 | 1,214 | 0.02% | 0.02% | 881 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 14,167 | 1,211 | 0.66% | 0.66% | 882 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.M. Arbour, LLC | History | No change | 14,139 | 1,208 | 1.04% | 1.04% | 883 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 14,117 | 1,206 | 0.03% | 0.03% | 884 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rossmore Private Capital | History | No change | 13,990 | 1,196 | 0.1% | 0.1% | 885 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | No change | 13,986 | 1,195 | 0.08% | 0.08% | 886 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 13,988 | 1,195 | 0.08% | 0.08% | 887 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Permanent Capital Management, LP | History | No change | 13,986 | 1,195 | 0.16% | 0.16% | 888 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group | History | No change | 13,936 | 1,191 | 0.07% | 0.07% | 889 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Advisors Network LLC | History | No change | 13,905 | 1,188 | 0.05% | 0.05% | 890 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bison Wealth, LLC | History | No change | 13,756 | 1,185 | 0.11% | 0.11% | 891 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 13,852 | 1,184 | 0.08% | 0.08% | 892 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CNB Bank | History | No change | 13,778 | 1,177 | 0.46% | 0.46% | 893 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 13,746 | 1,175 | 0.06% | 0.06% | 894 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Certified Advisory Corp | History | No change | 13,738 | 1,174 | 0.09% | 0.09% | 895 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pure Financial Advisors, LLC | History | No change | 13,593 | 1,162 | 0.01% | 0.01% | 896 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Innova Wealth Partners | History | No change | 13,581 | 1,161 | 0.48% | 0.48% | 897 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 13,551 | 1,158 | 0.23% | 0.23% | 898 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LPWM LLC | History | No change | 13,545 | 1,157 | 0.26% | 0.26% | 899 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ervin Investment Management, LLC | History | No change | 13,539 | 1,157 | 0.63% | 0.63% | 900 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 13,524 | 1,156 | 0.0% | 0.0% | 901 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McAdam, LLC | History | No change | 13,524 | 1,156 | 0.04% | 0.04% | 902 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | No change | 13,529 | 1,156 | 0.52% | 0.52% | 903 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farnam Financial LLC | History | No change | 13,508 | 1,154 | 0.84% | 0.84% | 904 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stonekeep Investments, LLC | History | No change | 13,428 | 1,148 | 0.67% | 0.67% | 905 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kera Capital Partners, Inc. | History | No change | 13,388 | 1,144 | 0.11% | 0.11% | 906 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 13,338 | 1,140 | 0.01% | 0.01% | 907 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Financial Group, LLC | History | No change | 13,320 | 1,138 | 0.36% | 0.36% | 908 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 13,259 | 1,133 | 0.49% | 0.49% | 909 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Interchange Capital Partners, LLC | History | No change | 13,250 | 1,132 | 0.21% | 0.21% | 910 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Welch Group, LLC | History | No change | 13,239 | 1,131 | 0.04% | 0.04% | 911 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 13,227 | 1,130 | 0.01% | 0.01% | 912 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULTON BANK, N.A. | History | No change | 13,197 | 1,128 | 0.03% | 0.03% | 913 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 13,141 | 1,123 | 0.28% | 0.28% | 914 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 13,124 | 1,122 | 0.24% | 0.24% | 915 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HBK Sorce Advisory LLC | History | No change | 12,788 | 1,106 | 0.02% | 0.02% | 916 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 12,906 | 1,103 | 0.0% | 0.0% | 917 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 12,896 | 1,102 | 0.01% | 0.01% | 918 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,872 | 1,100 | 0.07% | 0.07% | 919 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Architects, LLC | History | No change | 12,816 | 1,095 | 0.09% | 0.09% | 920 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 12,773 | 1,091 | 0.34% | 0.34% | 921 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Valley Financial Group, Inc. | History | No change | 12,719 | 1,087 | 0.54% | 0.54% | 922 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkos Global Advisors | History | No change | 12,681 | 1,084 | 0.13% | 0.13% | 923 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 12,683 | 1,084 | 0.01% | 0.01% | 924 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Stratos Investment Management, LLC | History | No change | 12,674 | 1,083 | 0.04% | 0.04% | 925 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gradient Investments LLC | History | Added to | 12,652 | 1,074 | 0.02% | 0.01% | 926 | +1,437 | 12.81% | Q3 2026 | Oct 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 12,494 | 1,068 | 0.05% | 0.05% | 927 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aurdan Capital Management, LLC | History | No change | 12,498 | 1,068 | 0.27% | 0.27% | 928 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,467 | 1,065 | 0.03% | 0.03% | 929 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathway Financial Advisers, LLC | History | No change | 12,451 | 1,064 | 0.27% | 0.27% | 930 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | No change | 12,404 | 1,060 | 0.26% | 0.26% | 931 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CERTUITY, LLC | History | No change | 12,386 | 1,058 | 0.05% | 0.05% | 932 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Group Ltd | History | Added to | 12,383 | 1,057 | 0.2% | 0.2% | 933 | +119 | 0.97% | Q3 2026 | Oct 07, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 12,282 | 1,049 | 0.57% | 0.57% | 934 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 12,270 | 1,048 | 0.19% | 0.19% | 935 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Veratis Advisors, Inc. | History | No change | 12,247 | 1,046 | 0.74% | 0.74% | 936 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 12,219 | 1,044 | 0.02% | 0.02% | 937 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAYBAN | History | No change | 12,181 | 1,041 | 0.8% | 0.8% | 938 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisors Capital Management, LLC | History | No change | 12,154 | 1,039 | 0.01% | 0.01% | 939 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisors, LLC | History | No change | 12,162 | 1,039 | 0.01% | 0.01% | 940 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key Capital Management, INC | History | No change | 12,100 | 1,034 | 0.53% | 0.53% | 941 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 12,088 | 1,033 | 0.42% | 0.42% | 942 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 12,010 | 1,026 | 0.06% | 0.06% | 943 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meredith Wealth Planning | History | No change | 11,908 | 1,018 | 0.24% | 0.24% | 944 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ethic Inc. | History | No change | 11,904 | 1,017 | 0.01% | 0.01% | 945 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 11,852 | 1,013 | 0.08% | 0.08% | 946 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 11,843 | 1,012 | 0.3% | 0.3% | 947 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chesley Taft & Associates LLC | History | No change | 11,813 | 1,009 | 0.04% | 0.04% | 948 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EWA, LLC | History | No change | 11,777 | 1,006 | 0.18% | 0.18% | 949 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Great Hill Capital LLC | History | No change | 11,706 | 1,000 | 0.02% | 0.02% | 950 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 11,689 | 999 | 0.07% | 0.07% | 951 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 11,683 | 998 | 0.13% | 0.13% | 952 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 11,645 | 995 | 0.16% | 0.16% | 953 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Causey Wealth LLC | History | No change | 11,606 | 992 | 0.39% | 0.39% | 954 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 11,582 | 990 | 0.02% | 0.02% | 955 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SJS Investment Consulting Inc. | History | No change | 11,500 | 983 | 0.11% | 0.11% | 956 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Geometric Wealth Advisors | History | No change | 11,502 | 983 | 0.11% | 0.11% | 957 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RKL Wealth Management LLC | History | No change | 11,479 | 981 | 0.08% | 0.08% | 958 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 11,363 | 971 | 0.01% | 0.01% | 959 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Providence First Trust Co | History | No change | 11,349 | 970 | 0.27% | 0.27% | 960 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ankerstar Wealth, LLC | History | No change | 11,293 | 965 | 0.81% | 0.81% | 961 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nicholas Wealth, LLC. | History | No change | 11,276 | 963 | 0.53% | 0.53% | 962 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 11,250 | 962 | 0.02% | 0.02% | 963 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Palisade Asset Management, LLC | History | No change | 11,264 | 962 | 0.09% | 0.09% | 964 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 11,254 | 962 | 0.11% | 0.11% | 965 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 11,321 | 961 | 0.03% | 0.0% | 966 | +10,963 | 3062.29% | Q3 2026 | Oct 05, 2026 |
| Soltis Investment Advisors LLC | History | No change | 11,199 | 957 | 0.05% | 0.05% | 967 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 11,184 | 956 | 0.19% | 0.19% | 968 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 11,163 | 954 | 0.06% | 0.06% | 969 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 11,199 | 951 | 0.08% | 0.01% | 970 | +10,261 | 1093.92% | Q3 2026 | Oct 01, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 11,079 | 947 | 0.27% | 0.27% | 971 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 11,067 | 946 | 0.19% | 0.19% | 972 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 11,064 | 945 | 0.01% | 0.01% | 973 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALTFEST L J & CO INC | History | No change | 11,046 | 944 | 0.09% | 0.09% | 974 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Falcon Wealth Planning | History | No change | 11,044 | 944 | 0.06% | 0.06% | 975 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 11,023 | 942 | 0.08% | 0.08% | 976 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 11,010 | 941 | 0.23% | 0.23% | 977 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quent Capital, LLC | History | No change | 27,650 | 928 | 0.06% | 0.06% | 978 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEMITAM BONAM LLC | History | No change | 10,865 | 928 | 0.68% | 0.68% | 979 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Daviman Financial, LLC | History | No change | 10,861 | 928 | 0.51% | 0.51% | 980 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspire Private Capital, LLC | History | No change | 10,848 | 927 | 0.19% | 0.19% | 981 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IMC-Chicago, LLC | History | No change | 10,809 | 924 | 0.0% | 0.0% | 982 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vawter Financial, Ltd. | History | No change | 10,800 | 923 | 0.35% | 0.35% | 983 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 10,767 | 920 | 0.06% | 0.06% | 984 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Coast Investments LLC | History | No change | 10,765 | 920 | 0.27% | 0.27% | 985 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 10,743 | 918 | 0.15% | 0.15% | 986 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 10,744 | 918 | 0.31% | 0.31% | 987 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 10,730 | 917 | 0.09% | 0.09% | 988 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 10,736 | 917 | 0.08% | 0.08% | 989 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Capital Management, LLC | History | No change | 10,691 | 913 | 0.13% | 0.13% | 990 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | No change | 10,645 | 910 | 0.03% | 0.03% | 991 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 10,613 | 907 | 0.35% | 0.35% | 992 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 10,584 | 904 | 0.02% | 0.02% | 993 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Carson Advisory Inc. | History | No change | 10,551 | 902 | 0.41% | 0.41% | 994 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 10,529 | 900 | 0.11% | 0.11% | 995 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 10,526 | 899 | 0.01% | 0.01% | 996 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 10,516 | 899 | 0.38% | 0.38% | 997 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AGF MANAGEMENT LTD | History | No change | 10,510 | 898 | 0.0% | 0.0% | 998 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CVFG LLC | History | No change | 10,464 | 894 | 0.09% | 0.09% | 999 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 10,453 | 893 | 0.03% | 0.03% | 1000 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EASTERN BANK | History | No change | 10,500 | 892 | 0.01% | 0.01% | 1001 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 10,423 | 891 | 0.11% | 0.11% | 1002 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 10,419 | 890 | 0.15% | 0.15% | 1003 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 10,388 | 888 | 0.11% | 0.11% | 1004 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 10,381 | 887 | 0.09% | 0.09% | 1005 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 10,330 | 883 | 0.13% | 0.13% | 1006 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 10,334 | 883 | 0.02% | 0.02% | 1007 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 10,298 | 880 | 0.09% | 0.09% | 1008 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GERBER, LLC | History | No change | 10,302 | 880 | 0.41% | 0.41% | 1009 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 10,286 | 879 | 0.28% | 0.28% | 1010 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 10,278 | 878 | 0.42% | 0.42% | 1011 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sonoma Allocations LLC | History | No change | 10,309 | 875 | 0.27% | 0.27% | 1012 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Burton Enright Welch | History | No change | 10,239 | 875 | 0.1% | 0.1% | 1013 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 10,224 | 874 | 0.08% | 0.08% | 1014 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 10,216 | 873 | 0.13% | 0.13% | 1015 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 10,248 | 870 | 0.05% | 0.05% | 1016 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AlTi Global, Inc. | History | No change | 10,169 | 869 | 0.02% | 0.02% | 1017 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 10,247 | 869 | 0.06% | 0.06% | 1018 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| One Day In July LLC | History | No change | 10,146 | 867 | 0.06% | 0.06% | 1019 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lionsbridge Wealth Management LLC | History | No change | 10,099 | 863 | 0.85% | 0.85% | 1020 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 10,088 | 862 | 0.02% | 0.02% | 1021 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | No change | 10,067 | 860 | 0.04% | 0.04% | 1022 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Life Planning Partners, Inc | History | No change | 9,997 | 854 | 0.63% | 0.63% | 1023 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASPIRIANT, LLC | History | No change | 9,982 | 853 | 0.02% | 0.02% | 1024 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 9,950 | 850 | 0.22% | 0.22% | 1025 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allegheny Financial Group | History | No change | 9,866 | 843 | 0.09% | 0.09% | 1026 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 9,851 | 842 | 0.13% | 0.13% | 1027 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 9,837 | 840 | 0.22% | 0.22% | 1028 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FCG Investment Co | History | No change | 9,832 | 840 | 0.29% | 0.29% | 1029 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 9,818 | 839 | 0.12% | 0.12% | 1030 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Markowski Investments | History | No change | 9,789 | 836 | 0.18% | 0.18% | 1031 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Investment Partners, LLC | History | No change | 9,771 | 835 | 0.25% | 0.25% | 1032 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 9,755 | 834 | 0.01% | 0.01% | 1033 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | No change | 9,677 | 827 | 0.02% | 0.02% | 1034 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bay Rivers Group | History | No change | 9,667 | 826 | 0.28% | 0.28% | 1035 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Traveka Wealth, LLC | History | No change | 9,643 | 824 | 0.27% | 0.27% | 1036 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 9,817 | 818 | 0.39% | 0.39% | 1037 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 9,570 | 818 | 0.31% | 0.31% | 1038 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Destination Wealth Management | History | No change | 9,542 | 815 | 0.02% | 0.02% | 1039 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HF Advisory Group, LLC | History | Reduced | 9,591 | 814 | 0.24% | 0.3% | 1040 | -1,717 | -15.18% | Q3 2026 | Oct 09, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 9,308 | 808 | 0.24% | 0.24% | 1041 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 9,436 | 806 | 0.04% | 0.04% | 1042 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Asset Management Group, Inc. | History | No change | 9,427 | 805 | 0.12% | 0.12% | 1043 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 9,370 | 802 | 0.07% | 0.07% | 1044 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Planning, LLC. | History | No change | 9,365 | 800 | 0.23% | 0.23% | 1045 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Freedom Investment Management, Inc. | History | No change | 9,356 | 799 | 0.22% | 0.22% | 1046 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 9,351 | 799 | 0.19% | 0.19% | 1047 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cottage Street Advisors LLC | History | No change | 9,333 | 797 | 0.31% | 0.31% | 1048 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 9,310 | 795 | 0.37% | 0.37% | 1049 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 9,275 | 792 | 0.12% | 0.12% | 1050 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 9,233 | 789 | 0.01% | 0.01% | 1051 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Goldstein Advisors, LLC | History | No change | 9,202 | 786 | 0.07% | 0.07% | 1052 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J.Safra Asset Management Corp | History | No change | 9,186 | 785 | 0.04% | 0.04% | 1053 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carnegie Investment Counsel | History | No change | 9,147 | 781 | 0.02% | 0.02% | 1054 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 9,106 | 778 | 0.09% | 0.09% | 1055 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 9,050 | 773 | 0.07% | 0.07% | 1056 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 9,049 | 773 | 0.25% | 0.25% | 1057 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caldwell Trust Co | History | No change | 9,048 | 773 | 0.06% | 0.06% | 1058 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 8,986 | 768 | 0.39% | 0.39% | 1059 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | No change | 8,967 | 766 | 0.59% | 0.59% | 1060 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 8,958 | 765 | 0.07% | 0.07% | 1061 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Laurel Wealth Planning LLC | History | No change | 8,899 | 760 | 0.34% | 0.34% | 1062 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wallace Advisory Group, LLC | History | No change | 8,893 | 760 | 0.71% | 0.71% | 1063 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 8,842 | 755 | 0.01% | 0.01% | 1064 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RAM Investment Partners, LLC | History | No change | 8,767 | 749 | 0.12% | 0.12% | 1065 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 8,747 | 747 | 0.07% | 0.07% | 1066 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 8,720 | 745 | 0.01% | 0.01% | 1067 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 8,723 | 745 | 0.61% | 0.61% | 1068 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PDS Planning, Inc | History | No change | 8,618 | 736 | 0.04% | 0.04% | 1069 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 8,619 | 736 | 0.01% | 0.01% | 1070 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 8,617 | 736 | 0.08% | 0.08% | 1071 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 8,602 | 735 | 0.16% | 0.16% | 1072 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 8,591 | 734 | 0.23% | 0.23% | 1073 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANE BROTHERS & CO INC | History | No change | 8,568 | 732 | 0.48% | 0.48% | 1074 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Bank & Trust | History | No change | 8,567 | 732 | 0.11% | 0.11% | 1075 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 8,571 | 732 | 0.18% | 0.18% | 1076 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 8,523 | 728 | 0.02% | 0.02% | 1077 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Evolution Advisers, Inc. | History | No change | 8,524 | 728 | 0.27% | 0.27% | 1078 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Second Line Capital, LLC | History | No change | 8,500 | 726 | 0.14% | 0.14% | 1079 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Boyd Wealth Management, LLC | History | No change | 8,476 | 724 | 0.27% | 0.27% | 1080 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atlas Brown,Inc. | History | Added to | 8,514 | 723 | 0.19% | 0.13% | 1081 | +2,634 | 44.8% | Q3 2026 | Oct 09, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 8,464 | 723 | 0.03% | 0.03% | 1082 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| S.A. Mason LLC | History | No change | 8,465 | 723 | 0.22% | 0.22% | 1083 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Independence Bank of Kentucky | History | No change | 8,390 | 717 | 0.08% | 0.08% | 1084 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EdgeRock Capital LLC | History | No change | 8,373 | 715 | 0.16% | 0.16% | 1085 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Financial Advisors, LLC | History | No change | 8,345 | 713 | 0.09% | 0.09% | 1086 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 8,339 | 712 | 0.04% | 0.04% | 1087 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PW Nova Financial Services LLC | History | No change | 8,287 | 708 | 0.15% | 0.15% | 1088 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Advisors Network, Inc. | History | No change | 8,272 | 707 | 0.09% | 0.09% | 1089 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Athena Investment Management | History | No change | 8,277 | 707 | 0.42% | 0.42% | 1090 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rinkey Investments | History | No change | 8,241 | 704 | 0.17% | 0.17% | 1091 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Impact Capital Partners LLC | History | No change | 8,233 | 703 | 0.19% | 0.19% | 1092 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 8,186 | 698 | 0.07% | 0.07% | 1093 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Paladin Advisory Group, LLC | History | No change | 8,176 | 698 | 0.46% | 0.46% | 1094 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waycross Investment Management Co | History | No change | 8,144 | 696 | 0.53% | 0.53% | 1095 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Heritage Family Offices, LLP | History | No change | 8,102 | 692 | 0.27% | 0.27% | 1096 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 8,102 | 692 | 0.27% | 0.27% | 1097 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 8,134 | 691 | 0.05% | 0.05% | 1098 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Advisory Alpha, LLC | History | No change | 8,072 | 690 | 0.02% | 0.02% | 1099 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 8,069 | 689 | 0.05% | 0.05% | 1100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advus Financial Partners, LLC | History | No change | 8,067 | 689 | 0.2% | 0.2% | 1101 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 8,050 | 688 | 0.03% | 0.03% | 1102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 8,049 | 688 | 0.03% | 0.03% | 1103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MTM Investment Management, LLC | History | No change | 8,044 | 687 | 0.2% | 0.2% | 1104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 8,034 | 686 | 0.51% | 0.51% | 1105 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 8,000 | 683 | 0.11% | 0.11% | 1106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oak Wealth Advisors LLC | History | No change | 7,944 | 679 | 0.33% | 0.33% | 1107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 7,933 | 678 | 0.45% | 0.45% | 1108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integris Wealth Management, LLC | History | No change | 7,926 | 677 | 0.14% | 0.14% | 1109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CFO4Life Group, LLC | History | No change | 7,899 | 675 | 0.09% | 0.09% | 1110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 7,887 | 671 | 0.07% | 0.07% | 1111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH EFFECTS LLC | History | No change | 7,855 | 671 | 0.18% | 0.18% | 1112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oxler Private Wealth LLC | History | No change | 7,840 | 670 | 0.19% | 0.19% | 1113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equita Financial Network, Inc. | History | No change | 7,828 | 669 | 0.19% | 0.19% | 1114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Columbus Macro, LLC | History | No change | 7,819 | 668 | 0.06% | 0.06% | 1115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 7,806 | 667 | 0.21% | 0.21% | 1116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 7,798 | 666 | 0.04% | 0.04% | 1117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FF Advisors,LLC | History | No change | 7,775 | 664 | 0.25% | 0.25% | 1118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 7,797 | 662 | 0.08% | 0.11% | 1120 | -2,023 | -20.6% | Q3 2026 | Oct 09, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 7,747 | 662 | 0.02% | 0.02% | 1119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JDH Wealth Management, LLC | History | No change | 7,755 | 662 | 0.4% | 0.4% | 1121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Outbound Financial Inc | History | No change | 7,750 | 662 | 0.43% | 0.43% | 1122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 7,703 | 658 | 0.06% | 0.06% | 1123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ally Invest Advisors Inc. | History | No change | 7,676 | 656 | 0.04% | 0.04% | 1124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 7,684 | 656 | 0.01% | 0.01% | 1125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 7,673 | 655 | 0.01% | 0.01% | 1126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Asset Managemnet, LLC | History | No change | 7,656 | 654 | 1.47% | 1.47% | 1127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 7,622 | 651 | 0.01% | 0.01% | 1128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verum Partners LLC | History | No change | 7,558 | 646 | 0.1% | 0.1% | 1129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sage Investment Counsel LLC | History | No change | 7,566 | 646 | 0.65% | 0.65% | 1130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Asset Dedication, LLC | History | No change | 7,547 | 645 | 0.04% | 0.04% | 1131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 626 Financial, LLC | History | No change | 7,522 | 643 | 0.25% | 0.25% | 1132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Archer Investment Management, LLC | History | No change | 7,512 | 642 | 0.22% | 0.22% | 1133 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 7,471 | 638 | 0.56% | 0.56% | 1134 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 7,473 | 634 | 0.14% | 0.14% | 1135 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Summit Asset Management, LLC | History | No change | 7,385 | 631 | 0.08% | 0.08% | 1136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 7,366 | 629 | 0.16% | 0.16% | 1137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Marex Group Ltd | History | No change | 7,358 | 629 | 0.0% | 0.0% | 1138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chesapeake Wealth Management | History | No change | 7,342 | 627 | 0.18% | 0.18% | 1139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 7,328 | 626 | 0.0% | 0.0% | 1140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEADINVEST, LLC | History | No change | 7,324 | 626 | 0.12% | 0.12% | 1141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 7,327 | 626 | 0.03% | 0.03% | 1142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hilltop Holdings Inc. | History | No change | 7,317 | 625 | 0.05% | 0.05% | 1143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prepared Retirement Institute LLC | History | No change | 7,322 | 625 | 0.27% | 0.27% | 1144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 7,335 | 623 | 0.14% | 0.15% | 1145 | -198 | -2.63% | Q3 2026 | Oct 08, 2026 |
| Intrua Financial, LLC | History | No change | 7,279 | 622 | 0.06% | 0.06% | 1146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lynx Investment Advisory | History | No change | 7,277 | 622 | 0.2% | 0.2% | 1147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pine Ridge Advisers LLC | History | No change | 7,271 | 621 | 0.04% | 0.04% | 1148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 7,271 | 621 | 0.05% | 0.05% | 1149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Advisors | History | No change | 7,240 | 618 | 0.04% | 0.04% | 1150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Riverview Trust Co | History | No change | 7,239 | 618 | 0.74% | 0.74% | 1151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WP Advisors, LLC | History | No change | 7,220 | 617 | 0.15% | 0.15% | 1152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TSFG, LLC | History | No change | 7,218 | 617 | 0.08% | 0.08% | 1153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 7,260 | 616 | 0.33% | 0.34% | 1156 | +3 | 0.04% | Q3 2026 | Oct 07, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,206 | 616 | 0.01% | 0.01% | 1154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BWM Planning, LLC | History | No change | 7,211 | 616 | 0.14% | 0.14% | 1155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 7,174 | 613 | 0.22% | 0.22% | 1157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Opus Financial Solutions LLC | History | No change | 7,171 | 613 | 0.49% | 0.49% | 1158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| United Advisor Group, LLC | History | No change | 7,130 | 609 | 0.06% | 0.06% | 1159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 7,116 | 608 | 0.07% | 0.07% | 1160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maia Wealth LLC | History | No change | 7,121 | 608 | 0.09% | 0.09% | 1161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Investment Advisors / MI | History | No change | 7,110 | 607 | 0.04% | 0.04% | 1162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOKAN Wealth Management Inc. | History | No change | 7,098 | 606 | 0.23% | 0.23% | 1163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Balboa Wealth Partners | History | No change | 7,078 | 605 | 0.08% | 0.08% | 1164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Archer Investment Corp | History | No change | 7,067 | 604 | 0.12% | 0.12% | 1165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Axis Wealth Partners, LLC | History | No change | 7,071 | 604 | 0.29% | 0.29% | 1166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 7,240 | 603 | 0.18% | 0.18% | 1167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | No change | 6,998 | 598 | 0.24% | 0.24% | 1168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 6,995 | 598 | 0.44% | 0.44% | 1169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 7,002 | 598 | 0.42% | 0.42% | 1170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Saiph Capital, LLC | History | No change | 6,994 | 597 | 0.18% | 0.18% | 1171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Elm3 Financial Group, LLC | History | No change | 6,994 | 594 | 0.4% | 0.41% | 1172 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Aviance Capital Partners, LLC | History | No change | 6,942 | 593 | 0.06% | 0.06% | 1173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Jacobi Capital Management LLC | History | No change | 6,931 | 592 | 0.03% | 0.03% | 1174 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rehmann Capital Advisory Group | History | No change | 6,911 | 590 | 0.03% | 0.03% | 1175 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Greenspring Advisors, LLC | History | No change | 6,873 | 587 | 0.03% | 0.03% | 1176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Wealth Management LLC | History | No change | 6,865 | 586 | 0.23% | 0.23% | 1177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Charles Schwab Trust Co | History | No change | 6,858 | 586 | 0.03% | 0.03% | 1178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 6,816 | 582 | 0.04% | 0.04% | 1179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| McGrath & Associates, Inc. | History | No change | 6,796 | 581 | 0.76% | 0.76% | 1180 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Northwest Financial Advisors | History | No change | 6,792 | 580 | 0.08% | 0.08% | 1181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XML Financial, LLC | History | No change | 6,767 | 578 | 0.04% | 0.04% | 1182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Magnus Financial Group LLC | History | No change | 6,757 | 577 | 0.04% | 0.04% | 1183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First Citizens Financial Corp | History | No change | 6,802 | 577 | 0.24% | 0.24% | 1184 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| R.H. Investment Group, LLC | History | No change | 6,755 | 577 | 0.43% | 0.43% | 1185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 6,778 | 572 | 0.03% | 0.03% | 1186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 6,639 | 567 | 0.53% | 0.53% | 1187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 6,661 | 565 | 0.07% | 0.07% | 1189 | +22 | 0.33% | Q3 2026 | Oct 08, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 6,616 | 565 | 0.17% | 0.17% | 1188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NWF Advisory Services Inc. | History | No change | 6,598 | 564 | 0.05% | 0.05% | 1190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advyzon Investment Management, LLC | History | No change | 6,594 | 563 | 0.04% | 0.04% | 1191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 6,579 | 562 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SimpliFi, Inc. | History | No change | 6,579 | 562 | 0.22% | 0.22% | 1193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 6,579 | 562 | 0.01% | 0.01% | 1194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 6,547 | 559 | 0.28% | 0.28% | 1195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Collaborative Capital Advisors LLC | History | No change | 6,550 | 559 | 0.35% | 0.35% | 1196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Busey Bank | History | No change | 6,524 | 557 | 0.01% | 0.01% | 1197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 6,510 | 556 | 0.11% | 0.11% | 1198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 6,501 | 555 | 0.06% | 0.06% | 1199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 6,568 | 552 | 0.02% | 0.02% | 1201 | +1,118 | 20.51% | Q3 2026 | Oct 09, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | No change | 6,502 | 552 | 0.28% | 0.28% | 1200 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 6,462 | 552 | 0.1% | 0.1% | 1202 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Madison Wealth Partners, Inc | History | No change | 6,456 | 551 | 0.07% | 0.07% | 1203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ruane, Cunniff & Goldfarb L.P. | History | No change | 6,420 | 548 | 0.01% | 0.01% | 1204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| URS Advisory LLC | History | No change | 6,394 | 546 | 0.3% | 0.3% | 1205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Banque Transatlantique SA | History | No change | 6,340 | 542 | 0.01% | 0.01% | 1206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Matrix Trust Co | History | Added to | 6,355 | 540 | 0.08% | 0.08% | 1207 | +234 | 3.82% | Q3 2026 | Oct 07, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 6,337 | 538 | 0.11% | 0.11% | 1208 | +2 | 0.03% | Q3 2026 | Oct 05, 2026 |
| Morton Capital Management LLC/CA | History | No change | 6,297 | 538 | 0.07% | 0.07% | 1209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 6,330 | 537 | 0.03% | 0.03% | 1210 | +617 | 10.8% | Q3 2026 | Oct 08, 2026 |
| Eagle Bay Advisors LLC | History | No change | 6,277 | 536 | 0.4% | 0.4% | 1211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | No change | 6,261 | 535 | 0.03% | 0.03% | 1212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 6,269 | 535 | 0.01% | 0.01% | 1213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Management | History | No change | 6,249 | 534 | 0.56% | 0.56% | 1214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtue Capital Management, LLC | History | No change | 6,231 | 532 | 0.07% | 0.07% | 1215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Salus Financial Advisors, LLC | History | No change | 6,222 | 531 | 0.26% | 0.26% | 1216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Breakwater Capital Group | History | Added to | 6,239 | 530 | 0.06% | 0.06% | 1218 | +220 | 3.66% | Q3 2026 | Oct 08, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 6,208 | 530 | 0.14% | 0.14% | 1217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dash Acquisitions Inc. | History | No change | 6,022 | 527 | 0.11% | 0.11% | 1219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Advisory LLC | History | No change | 6,162 | 526 | 0.1% | 0.1% | 1220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Watch Advisors, INC | History | No change | 6,115 | 522 | 0.17% | 0.17% | 1221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Your Advocates Ltd., LLP | History | No change | 6,088 | 520 | 0.15% | 0.15% | 1222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maridea Wealth Management LLC | History | No change | 6,093 | 520 | 0.06% | 0.06% | 1223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 6,079 | 519 | 0.01% | 0.01% | 1224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Assets Advisory, LLC | History | No change | 6,110 | 517 | 0.11% | 0.11% | 1225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORDEN GROUP LLC | History | No change | 6,057 | 517 | 0.04% | 0.04% | 1226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PCB Capital LLC | History | No change | 6,055 | 517 | 0.63% | 0.63% | 1227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Trust, LLC | History | No change | 6,025 | 515 | 0.07% | 0.07% | 1228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 5,971 | 510 | 0.13% | 0.13% | 1229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 5,956 | 509 | 0.08% | 0.08% | 1230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 5,948 | 508 | 0.01% | 0.01% | 1231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Unison Advisors LLC | History | No change | 5,948 | 508 | 0.04% | 0.04% | 1232 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Anson Capital, Inc. | History | No change | 5,937 | 507 | 0.33% | 0.33% | 1233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 5,940 | 507 | 0.17% | 0.17% | 1234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 5,964 | 506 | 0.01% | 0.01% | 1236 | +270 | 4.74% | Q3 2026 | Oct 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 5,924 | 506 | 0.03% | 0.03% | 1235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 5,925 | 506 | 0.29% | 0.29% | 1237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlatl Advisers LLC | History | No change | 5,923 | 506 | 0.12% | 0.12% | 1238 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 5,903 | 504 | 0.03% | 0.03% | 1239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 5,886 | 503 | 0.17% | 0.17% | 1240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solidarity Wealth, LLC | History | No change | 5,891 | 503 | 0.09% | 0.09% | 1241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 5,879 | 502 | 0.2% | 0.2% | 1242 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,883 | 499 | 0.06% | 0.03% | 1244 | +2,595 | 78.92% | Q3 2026 | Oct 09, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 5,844 | 499 | 0.04% | 0.04% | 1243 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 5,832 | 498 | 0.3% | 0.3% | 1245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Freedom, LLC | History | No change | 5,810 | 496 | 0.23% | 0.23% | 1246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 5,803 | 496 | 0.07% | 0.07% | 1247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 5,770 | 493 | 0.28% | 0.28% | 1248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 6,376 | 491 | 0.35% | 0.35% | 1249 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Key FInancial Inc | History | No change | 5,747 | 491 | 0.08% | 0.08% | 1250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,749 | 491 | 0.02% | 0.02% | 1251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,736 | 490 | 0.01% | 0.01% | 1252 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BURNEY CO/ | History | No change | 5,730 | 489 | 0.01% | 0.01% | 1253 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 5,716 | 488 | 0.03% | 0.03% | 1254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Annandale Capital, LLC | History | No change | 5,700 | 487 | 0.07% | 0.07% | 1255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Note Advisors, LLC | History | No change | 5,686 | 486 | 0.21% | 0.21% | 1256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 5,673 | 485 | 0.03% | 0.03% | 1257 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5,660 | 483 | 0.06% | 0.06% | 1258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 9,546 | 482 | 0.23% | 0.23% | 1259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XTX Topco Ltd | History | No change | 5,596 | 478 | 0.01% | 0.01% | 1260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Courage Miller Partners, LLC | History | No change | 5,588 | 477 | 0.13% | 0.13% | 1261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 5,582 | 477 | 0.04% | 0.04% | 1262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Edgestream Partners, L.P. | History | No change | 5,585 | 477 | 0.01% | 0.01% | 1263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 5,581 | 477 | 0.13% | 0.13% | 1264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polaris Financial Partners | History | New | 5,579 | 476 | 0.21% | — | 1265 | +5,579 | New | Q3 2026 | Oct 02, 2026 |
| SteelPeak Wealth, LLC | History | No change | 5,563 | 475 | 0.01% | 0.01% | 1266 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 5,527 | 472 | 0.02% | 0.02% | 1267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 5,527 | 472 | 0.02% | 0.02% | 1268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 5,516 | 471 | 0.15% | 0.15% | 1269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 5,513 | 471 | 0.06% | 0.06% | 1270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 5,515 | 471 | 0.48% | 0.48% | 1271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Claro Advisors Inc. | History | No change | 5,501 | 470 | 0.05% | 0.05% | 1272 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Harbor Group, Inc. | History | No change | 5,502 | 470 | 0.06% | 0.06% | 1273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Krane Financial Solutions LLC | History | No change | 5,502 | 470 | 0.29% | 0.29% | 1274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 5,528 | 469 | 0.14% | 0.0% | 1276 | +5,375 | 3513.07% | Q3 2026 | Oct 01, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 5,488 | 469 | 0.22% | 0.22% | 1275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 5,468 | 467 | 0.22% | 0.22% | 1277 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Robinswood Financial LLC | History | No change | 5,470 | 467 | 0.13% | 0.13% | 1278 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 5,519 | 466 | 0.09% | 0.09% | 1279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Genesis Financial Group, LLC | History | No change | 5,462 | 466 | 0.3% | 0.3% | 1280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBRA WEALTH LLC | History | No change | 5,440 | 465 | 0.12% | 0.12% | 1281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 5,429 | 464 | 0.03% | 0.03% | 1282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 5,416 | 463 | 0.11% | 0.11% | 1283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 5,420 | 463 | 0.21% | 0.21% | 1284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 5,424 | 463 | 0.21% | 0.21% | 1285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOSTER & MOTLEY INC | History | No change | 5,403 | 462 | 0.02% | 0.02% | 1286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 5,371 | 459 | 0.02% | 0.02% | 1287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | No change | 5,343 | 456 | 0.06% | 0.06% | 1288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cohen Investment Advisors LLC | History | No change | 5,343 | 456 | 0.2% | 0.2% | 1289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MidFirst Bank | History | No change | 5,343 | 456 | 0.03% | 0.03% | 1290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basepoint Wealth LLC | History | No change | 5,341 | 456 | 0.26% | 0.26% | 1291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 5,329 | 455 | 0.3% | 0.3% | 1292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 5,298 | 452 | 0.11% | 0.11% | 1293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | No change | 5,295 | 452 | 0.02% | 0.02% | 1294 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| McLean Asset Management Corp | History | No change | 5,344 | 452 | 0.06% | 0.06% | 1295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Worth Asset Management, LLC | History | Added to | 5,318 | 451 | 0.13% | 0.14% | 1297 | +353 | 7.11% | Q3 2026 | Oct 07, 2026 |
| IPG Investment Advisors LLC | History | No change | 5,284 | 451 | 0.06% | 0.06% | 1296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Citrine Capital LLC | History | No change | 5,268 | 450 | 0.17% | 0.17% | 1298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Delta Investment Management, LLC | History | No change | 5,223 | 446 | 0.07% | 0.07% | 1299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5,222 | 446 | 0.09% | 0.09% | 1300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 9,919 | 445 | 0.04% | 0.04% | 1301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 5,177 | 442 | 0.01% | 0.01% | 1302 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HT Partners LLC | History | No change | 5,162 | 441 | 0.12% | 0.12% | 1303 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 5,170 | 441 | 0.3% | 0.3% | 1304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maxele Advisors, LLC | History | No change | 5,165 | 441 | 0.31% | 0.31% | 1305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 5,127 | 438 | 0.18% | 0.18% | 1306 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 5,101 | 436 | 0.24% | 0.24% | 1307 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foster Group, Inc. | History | No change | 5,072 | 433 | 0.01% | 0.01% | 1308 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 5,072 | 433 | 0.23% | 0.23% | 1309 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 5,039 | 430 | 0.11% | 0.11% | 1310 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 5,029 | 429 | 0.19% | 0.19% | 1311 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lansing Street Advisors | History | No change | 5,019 | 429 | 0.09% | 0.09% | 1312 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 5,014 | 428 | 0.02% | 0.02% | 1313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 5,000 | 427 | 0.39% | 0.39% | 1314 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gemmer Asset Management LLC | History | No change | 4,975 | 425 | 0.03% | 0.03% | 1315 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prairiewood Capital, LLC | History | No change | 4,966 | 424 | 0.11% | 0.11% | 1316 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Custos Family Office, LLC | History | No change | 4,965 | 424 | 0.25% | 0.25% | 1317 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Level Wealth Management LLC | History | No change | 4,962 | 424 | 0.17% | 0.17% | 1318 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 4,956 | 423 | 0.13% | 0.13% | 1319 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sepio Capital, LP | History | No change | 4,932 | 421 | 0.02% | 0.02% | 1320 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 4,903 | 419 | 0.02% | 0.02% | 1321 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthquest Corp | History | No change | 4,879 | 417 | 0.03% | 0.03% | 1322 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sankala Group LLC | History | No change | 4,831 | 417 | 0.28% | 0.28% | 1323 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 4,866 | 415 | 0.08% | 0.08% | 1324 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 4,827 | 412 | 0.14% | 0.14% | 1325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Truvestments Capital LLC | History | No change | 4,811 | 411 | 0.06% | 0.06% | 1326 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crumly & Associates Inc. | History | No change | 4,838 | 411 | 0.07% | 0.08% | 1327 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Fidelis Wealth Advisors LLC | History | No change | 4,811 | 411 | 0.62% | 0.62% | 1328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First PREMIER Bank | History | No change | 4,775 | 409 | 0.07% | 0.07% | 1329 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lakewood Asset Management LLC | History | No change | 4,795 | 409 | 0.22% | 0.22% | 1330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 4,777 | 408 | 0.02% | 0.02% | 1331 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONECO ADVISORS, LLC | History | No change | 4,757 | 406 | 0.02% | 0.02% | 1332 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 4,759 | 406 | 0.04% | 0.04% | 1333 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FourThought Financial Partners, LLC | History | No change | 4,760 | 406 | 0.03% | 0.03% | 1334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 4,743 | 405 | 0.03% | 0.03% | 1335 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 4,731 | 404 | 0.06% | 0.06% | 1336 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Invst, LLC | History | No change | 4,737 | 404 | 0.04% | 0.04% | 1337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crews Bank & Trust | History | No change | 4,736 | 404 | 0.05% | 0.05% | 1338 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 4,706 | 402 | 0.07% | 0.07% | 1339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WorthPointe, LLC | History | No change | 4,705 | 402 | 0.1% | 0.1% | 1340 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | No change | 4,704 | 402 | 0.19% | 0.19% | 1341 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avestar Capital, LLC | History | No change | 4,670 | 399 | 0.02% | 0.02% | 1342 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Trust | History | No change | 4,661 | 398 | 0.03% | 0.03% | 1343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 4,733 | 398 | 0.08% | 0.08% | 1344 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 4,647 | 397 | 0.02% | 0.02% | 1345 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 4,637 | 396 | 0.02% | 0.02% | 1346 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Garde Capital, Inc. | History | No change | 4,642 | 396 | 0.02% | 0.02% | 1347 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trust Co | History | No change | 4,663 | 396 | 0.03% | 0.04% | 1348 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 4,596 | 392 | 0.01% | 0.01% | 1349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,588 | 392 | 0.16% | 0.16% | 1350 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 4,589 | 392 | 0.08% | 0.08% | 1351 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sun Group Wealth Partners | History | No change | 4,580 | 391 | 0.27% | 0.27% | 1352 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 4,546 | 388 | 0.14% | 0.14% | 1353 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rodgers & Associates, LTD | History | No change | 4,497 | 384 | 0.03% | 0.03% | 1354 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 4,491 | 383 | 0.29% | 0.29% | 1355 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 4,479 | 382 | 0.04% | 0.04% | 1356 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 4,478 | 382 | 0.1% | 0.1% | 1357 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 4,470 | 382 | 0.05% | 0.05% | 1358 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 4,464 | 381 | 0.1% | 0.1% | 1359 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KWMG, LLC | History | Reduced | 4,480 | 380 | 0.03% | 0.03% | 1360 | -25 | -0.55% | Q3 2026 | Oct 07, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 4,442 | 379 | 0.07% | 0.07% | 1361 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| May Hill Capital, LLC | History | No change | 4,435 | 379 | 0.08% | 0.08% | 1362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 4,398 | 376 | 0.0% | 0.0% | 1363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 4,404 | 376 | 0.01% | 0.01% | 1364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evergreen Wealth Management, LLC | History | No change | 4,403 | 376 | 0.18% | 0.18% | 1365 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| New World Advisors LLC | History | No change | 4,398 | 375 | 0.06% | 0.06% | 1366 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 4,376 | 374 | 0.08% | 0.08% | 1367 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Keel Point, LLC | History | No change | 4,380 | 374 | 0.02% | 0.02% | 1368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 4,357 | 372 | 0.05% | 0.05% | 1369 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 4,355 | 372 | 0.26% | 0.26% | 1370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4,353 | 372 | 0.15% | 0.15% | 1371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owen LaRue, LLC | History | No change | 4,349 | 371 | 0.13% | 0.13% | 1372 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NorthAvenue LLC | History | No change | 4,348 | 371 | 0.27% | 0.27% | 1373 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 4,326 | 369 | 0.17% | 0.17% | 1374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 4,308 | 368 | 0.27% | 0.27% | 1375 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 4,295 | 367 | 0.02% | 0.02% | 1376 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Csenge Advisory Group | History | No change | 4,245 | 362 | 0.01% | 0.01% | 1377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | No change | 4,177 | 361 | 0.28% | 0.28% | 1378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TBH Global Asset Management, LLC | History | No change | 4,231 | 361 | 0.07% | 0.07% | 1379 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ONE Advisory Partners, LLC | History | No change | 4,227 | 361 | 0.1% | 0.1% | 1380 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4,224 | 361 | 0.05% | 0.05% | 1381 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 4,270 | 360 | 0.04% | 0.04% | 1382 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 4,217 | 360 | 0.13% | 0.13% | 1383 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NCM Capital Management, LLC | History | No change | 4,192 | 358 | 0.11% | 0.11% | 1384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leo H. Evart, Inc. | History | No change | 4,191 | 358 | 0.28% | 0.28% | 1385 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 4,194 | 358 | 0.15% | 0.15% | 1386 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WRAPMANAGER INC | History | No change | 4,183 | 357 | 0.11% | 0.11% | 1387 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 4,184 | 357 | 0.03% | 0.03% | 1388 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 4,168 | 356 | 0.3% | 0.3% | 1389 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VISTA FINANCE, LLC | History | No change | 4,160 | 355 | 0.2% | 0.2% | 1390 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 4,152 | 354 | 0.0% | 0.0% | 1391 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RiverFront Investment Group, LLC | History | No change | 4,148 | 354 | 0.0% | 0.0% | 1392 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Chip Partners, LLC | History | No change | 4,141 | 354 | 0.02% | 0.02% | 1393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | No change | 4,249 | 354 | 0.23% | 0.23% | 1394 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearbridge Investments, LLC | History | No change | 4,130 | 353 | 0.0% | 0.0% | 1395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova R Wealth, Inc. | History | No change | 4,137 | 353 | 0.1% | 0.1% | 1396 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 4,126 | 352 | 0.14% | 0.14% | 1397 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Urban Wealth Management, LLC | History | No change | 4,123 | 352 | 0.31% | 0.31% | 1398 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASL Financial, LLC | History | No change | 4,119 | 352 | 0.25% | 0.25% | 1399 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tillman Hartley LLC | History | No change | 4,106 | 351 | 0.08% | 0.08% | 1400 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 4,106 | 351 | 0.23% | 0.23% | 1401 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 4,098 | 350 | 0.18% | 0.18% | 1402 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 4,094 | 350 | 0.11% | 0.11% | 1403 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WELCH & FORBES LLC | History | No change | 4,089 | 349 | 0.0% | 0.0% | 1404 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 4,078 | 348 | 0.05% | 0.05% | 1405 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 4,078 | 348 | 0.21% | 0.21% | 1406 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BetterWealth, LLC | History | No change | 4,065 | 347 | 0.06% | 0.06% | 1407 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Miller Financial Services LLC | History | No change | 4,065 | 347 | 0.28% | 0.28% | 1408 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALKEME WEALTH, LLC | History | Reduced | 4,077 | 346 | 0.13% | 0.14% | 1409 | -139 | -3.3% | Q3 2026 | Oct 07, 2026 |
| Archford Capital Strategies, LLC | History | No change | 4,047 | 345 | 0.03% | 0.03% | 1410 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fermata Advisors, LLC | History | No change | 4,047 | 345 | 0.07% | 0.07% | 1411 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farrell Financial LLC | History | No change | 4,031 | 344 | 0.19% | 0.19% | 1412 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| INSIGHT 2811, INC. | History | No change | 4,017 | 343 | 0.13% | 0.13% | 1413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 4,021 | 343 | 0.26% | 0.26% | 1414 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MCF Advisors LLC | History | No change | 3,994 | 341 | 0.01% | 0.01% | 1415 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 4,000 | 341 | 0.06% | 0.06% | 1416 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TFB Advisors LLC | History | No change | 3,983 | 340 | 0.15% | 0.15% | 1417 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 3,955 | 338 | 0.03% | 0.03% | 1418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 3,951 | 337 | 0.02% | 0.02% | 1419 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independent Wealth Advisors LLC | History | No change | 3,933 | 336 | 0.3% | 0.3% | 1420 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 4,350 | 335 | 0.02% | 0.02% | 1421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 3,903 | 333 | 0.06% | 0.06% | 1422 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advantage, Inc. | History | No change | 3,891 | 332 | 0.04% | 0.04% | 1423 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JBR Co Financial Management Inc | History | No change | 3,890 | 332 | 0.12% | 0.12% | 1424 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 3,875 | 331 | 0.03% | 0.03% | 1425 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pacific Point Advisors, LLC | History | No change | 3,861 | 330 | 0.15% | 0.15% | 1426 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 3,852 | 329 | 0.03% | 0.03% | 1427 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EFG International AG | History | No change | 3,857 | 329 | 0.01% | 0.01% | 1428 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oliver Luxxe Assets LLC | History | No change | 3,840 | 328 | 0.05% | 0.05% | 1429 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Black Diamond Financial, LLC | History | No change | 3,846 | 328 | 0.03% | 0.03% | 1430 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 3,843 | 328 | 0.1% | 0.1% | 1431 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hobart Private Capital, LLC | History | No change | 3,834 | 327 | 0.06% | 0.06% | 1432 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Latitude Advisors, LLC | History | No change | 3,826 | 327 | 0.13% | 0.13% | 1433 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 4,333 | 326 | 0.11% | 0.11% | 1434 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 3,804 | 325 | 0.03% | 0.03% | 1435 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversified Enterprises, LLC | History | No change | 3,806 | 325 | 0.02% | 0.02% | 1436 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,794 | 324 | 0.01% | 0.01% | 1437 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Flagship Private Wealth, LLC | History | No change | 3,796 | 324 | 0.11% | 0.11% | 1438 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sage Capital Advisors,llc | History | No change | 3,781 | 323 | 0.07% | 0.07% | 1439 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFG Advisors, LLC | History | No change | 3,756 | 321 | 0.04% | 0.04% | 1440 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EnRich Financial Partners LLC | History | No change | 3,757 | 321 | 0.08% | 0.08% | 1441 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Embree Financial Group | History | No change | 3,761 | 321 | 0.03% | 0.03% | 1442 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Northern Capital Management, Inc. | History | No change | 3,752 | 320 | 0.14% | 0.14% | 1443 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 3,745 | 320 | 0.29% | 0.29% | 1444 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glenview Trust Co | History | No change | 3,733 | 319 | 0.0% | 0.0% | 1445 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ring Mountain Capital, LLC | History | No change | 3,736 | 319 | 0.13% | 0.13% | 1446 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 3,712 | 317 | 0.09% | 0.09% | 1447 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brickley Wealth Management | History | No change | 3,706 | 316 | 0.05% | 0.05% | 1448 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 3,730 | 316 | 0.13% | 0.14% | 1449 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 3,705 | 316 | 0.05% | 0.05% | 1450 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 3,615 | 315 | 0.08% | 0.08% | 1451 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 3,691 | 315 | 0.09% | 0.09% | 1452 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bahl & Gaynor LLC | History | No change | 3,671 | 313 | 0.0% | 0.0% | 1453 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 3,667 | 313 | 0.09% | 0.09% | 1454 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TPG Advisors LLC | History | No change | 3,671 | 313 | 0.17% | 0.17% | 1455 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3,655 | 312 | 0.04% | 0.04% | 1456 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KLCM Advisors, Inc. | History | No change | 3,639 | 311 | 0.02% | 0.02% | 1457 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 3,646 | 311 | 0.08% | 0.08% | 1458 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gould Capital, LLC | History | No change | 3,615 | 309 | 0.17% | 0.17% | 1459 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 4,051 | 309 | 0.32% | 0.32% | 1460 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 3,623 | 309 | 0.1% | 0.1% | 1461 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Inlet Private Wealth, LLC | History | No change | 3,608 | 308 | 0.07% | 0.07% | 1462 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 3,585 | 306 | 0.05% | 0.05% | 1463 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 3,579 | 305 | 0.05% | 0.05% | 1464 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 3,552 | 303 | 0.06% | 0.06% | 1465 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspen Capital Management, LLC | History | No change | 3,538 | 302 | 0.07% | 0.07% | 1466 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Winch Advisory Services, LLC | History | No change | 3,529 | 301 | 0.06% | 0.06% | 1467 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Squared Financial LLC | History | No change | 3,522 | 301 | 0.2% | 0.2% | 1468 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 3,520 | 300 | 0.03% | 0.03% | 1469 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mattern Wealth Management LLC | History | No change | 3,498 | 299 | 0.05% | 0.05% | 1470 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Macro Advisors, Inc. | History | No change | 3,490 | 298 | 0.09% | 0.09% | 1471 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Investment Services, Inc. | History | No change | 3,476 | 297 | 0.06% | 0.06% | 1472 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 3,479 | 297 | 0.03% | 0.03% | 1473 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| National Wealth Management Group, LLC | History | No change | 3,474 | 296 | 0.09% | 0.09% | 1474 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Security Financial Services, INC. | History | No change | 3,461 | 295 | 0.04% | 0.04% | 1475 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Heritage Wealth Advisors | History | No change | 3,449 | 294 | 0.01% | 0.01% | 1476 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 3,447 | 294 | 0.03% | 0.03% | 1477 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 3,453 | 293 | 0.08% | 0.08% | 1478 | +9 | 0.26% | Q3 2026 | Oct 02, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 3,460 | 293 | 0.0% | 0.0% | 1479 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Pacific Financial | History | No change | 3,417 | 292 | 0.03% | 0.03% | 1480 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | New | 3,426 | 291 | 0.05% | — | 1483 | +3,426 | New | Q3 2026 | Oct 08, 2026 |
| Symmetry Partners, LLC | History | No change | 3,406 | 291 | 0.01% | 0.01% | 1481 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IF Advisors, LLC | History | No change | 3,406 | 291 | 0.19% | 0.19% | 1482 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,401 | 290 | 0.01% | 0.01% | 1484 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Concord Wealth Partners | History | No change | 3,396 | 290 | 0.03% | 0.03% | 1485 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capstone Wealth Management, LLC | History | No change | 3,397 | 290 | 0.13% | 0.13% | 1486 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 3,390 | 289 | 0.04% | 0.04% | 1487 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 3,380 | 288 | 0.09% | 0.09% | 1488 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Poehling Capital Management, INC. | History | No change | 3,370 | 288 | 0.06% | 0.06% | 1489 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Synergy Financial Group, LTD | History | No change | 3,369 | 288 | 0.21% | 0.21% | 1490 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 3,379 | 287 | 0.0% | 0.0% | 1491 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Barry Investment Advisors, LLC | History | No change | 3,357 | 287 | 0.06% | 0.06% | 1492 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Operose Advisors LLC | History | No change | 3,362 | 287 | 0.06% | 0.06% | 1493 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 3,347 | 286 | 0.04% | 0.04% | 1494 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 3,354 | 286 | 0.03% | 0.03% | 1495 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BHK Investment Advisors, LLC | History | No change | 3,350 | 286 | 0.09% | 0.09% | 1496 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RCS Financial Planning, LLC | History | No change | 3,354 | 286 | 0.14% | 0.14% | 1497 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LongView Wealth Management | History | No change | 3,340 | 285 | 0.07% | 0.07% | 1498 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Goldstone Financial Group, LLC | History | No change | 3,344 | 285 | 0.03% | 0.03% | 1499 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 3,331 | 284 | 0.07% | 0.07% | 1500 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equity Wealth Partners, LLC | History | No change | 3,328 | 284 | 0.1% | 0.1% | 1501 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Well Done, LLC | History | No change | 3,322 | 283 | 0.04% | 0.04% | 1502 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Johnson Financial Group, LLC | History | No change | 3,315 | 283 | 0.02% | 0.02% | 1503 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Drake & Associates, LLC | History | No change | 3,315 | 283 | 0.05% | 0.05% | 1504 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 3,300 | 282 | 0.03% | 0.03% | 1505 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Q3 Asset Management | History | No change | 3,309 | 282 | 0.05% | 0.05% | 1506 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 3,306 | 282 | 0.04% | 0.04% | 1507 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sentry LLC | History | No change | 3,309 | 282 | 0.08% | 0.08% | 1508 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kearns & Associates LLC | History | New | 3,308 | 281 | 0.13% | — | 1511 | +3,308 | New | Q3 2026 | Oct 09, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 3,292 | 281 | 0.02% | 0.02% | 1509 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 3,290 | 281 | 0.01% | 0.01% | 1510 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| True Link Financial Advisors, LLC | History | No change | 3,285 | 280 | 0.02% | 0.02% | 1512 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Five Pine Wealth Management | History | No change | 3,279 | 280 | 0.16% | 0.16% | 1513 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steelhead Wealth Management LLC | History | No change | 3,286 | 280 | 0.11% | 0.11% | 1514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 3,266 | 279 | 0.11% | 0.11% | 1515 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 3,256 | 278 | 0.11% | 0.11% | 1516 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,243 | 277 | 0.01% | 0.01% | 1517 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ellevest, Inc. | History | No change | 3,249 | 277 | 0.03% | 0.03% | 1518 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearwave Capital, LLC | History | No change | 3,243 | 277 | 0.15% | 0.15% | 1519 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fort Point Capital Partners LLC | History | No change | 3,234 | 276 | 0.02% | 0.02% | 1520 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 3,225 | 275 | 0.16% | 0.16% | 1521 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | No change | 3,215 | 274 | 0.01% | 0.01% | 1522 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Helium Advisors LLC | History | No change | 3,209 | 274 | 0.23% | 0.23% | 1523 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 3,220 | 273 | 0.04% | 0.04% | 1525 | +387 | 13.66% | Q3 2026 | Oct 08, 2026 |
| AAF Wealth Management, LLC | History | No change | 3,200 | 273 | 0.1% | 0.1% | 1524 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hopwood Nicholas Hunter | History | No change | 3,198 | 273 | 0.07% | 0.07% | 1526 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballast Financial Advisors LLC | History | No change | 3,170 | 271 | 0.25% | 0.25% | 1527 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paragon Advisors, LLC | History | No change | 3,169 | 270 | 0.06% | 0.06% | 1528 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PCM Encore, LLC | History | No change | 3,170 | 270 | 0.05% | 0.05% | 1529 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 3,137 | 268 | 0.08% | 0.08% | 1530 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 3,127 | 267 | 0.04% | 0.04% | 1531 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 3,116 | 266 | 0.02% | 0.02% | 1532 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 3,109 | 265 | 0.07% | 0.07% | 1533 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairman Group, LLC | History | No change | 3,091 | 264 | 0.21% | 0.21% | 1534 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roth Financial Partners LLC | History | Added to | 3,102 | 263 | 0.08% | 0.08% | 1537 | +35 | 1.14% | Q3 2026 | Oct 06, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 3,080 | 263 | 0.08% | 0.08% | 1535 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Platform Technology Partners | History | No change | 3,085 | 263 | 0.04% | 0.04% | 1536 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 3,083 | 263 | 0.02% | 0.02% | 1538 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 3,070 | 262 | 0.03% | 0.03% | 1539 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gryphon Financial Partners LLC | History | No change | 3,071 | 262 | 0.02% | 0.02% | 1540 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 3,073 | 262 | 0.05% | 0.05% | 1541 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Emprise Bank | History | No change | 3,090 | 262 | 0.1% | 0.1% | 1542 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 3,057 | 261 | 0.01% | 0.01% | 1543 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 3,044 | 260 | 0.05% | 0.05% | 1544 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| My Personal CFO, LLC | History | No change | 3,051 | 260 | 0.1% | 0.1% | 1545 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Opulen Financial Group LLC | History | No change | 3,049 | 260 | 0.16% | 0.16% | 1546 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 3,060 | 259 | 0.04% | 0.04% | 1549 | +5 | 0.16% | Q3 2026 | Oct 08, 2026 |
| Treasure Coast Financial Planning | History | No change | 3,037 | 259 | 0.13% | 0.13% | 1547 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 3,033 | 259 | 0.06% | 0.06% | 1548 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 3,032 | 259 | 0.12% | 0.12% | 1550 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Analysts, LLC | History | No change | 3,019 | 258 | 0.01% | 0.01% | 1551 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LJI Wealth Management, LLC | History | No change | 3,022 | 258 | 0.04% | 0.04% | 1552 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 1832 Asset Management L.P. | History | No change | 3,000 | 256 | 0.0% | 0.0% | 1553 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | No change | 3,000 | 256 | 0.02% | 0.02% | 1554 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 3,000 | 256 | 0.04% | 0.04% | 1555 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 3,004 | 256 | 0.09% | 0.09% | 1556 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shaker Financial Services, LLC | History | No change | 2,992 | 255 | 0.08% | 0.08% | 1557 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 2,974 | 254 | 0.09% | 0.09% | 1558 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fairway Wealth LLC | History | No change | 2,972 | 254 | 0.06% | 0.06% | 1559 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KPP Advisory Services LLC | History | No change | 2,969 | 253 | 0.03% | 0.03% | 1560 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 2,965 | 253 | 0.21% | 0.21% | 1561 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CX Institutional | History | Added to | 2,968 | 252 | 0.01% | 0.0% | 1563 | +1,284 | 76.25% | Q3 2026 | Oct 02, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 2,954 | 252 | 0.02% | 0.02% | 1562 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SVB WEALTH LLC | History | No change | 2,944 | 251 | 0.02% | 0.02% | 1564 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fortis Advisors, LLC | History | No change | 2,946 | 251 | 0.12% | 0.12% | 1565 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navigate Wealth Management, LLC | History | No change | 3,013 | 251 | 0.16% | 0.16% | 1566 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ethos Financial Group, LLC | History | No change | 3,045 | 250 | 0.02% | 0.02% | 1567 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 2,926 | 250 | 0.19% | 0.19% | 1568 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Miller Capital Partners, Inc. | History | No change | 2,930 | 250 | 0.1% | 0.1% | 1569 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Align Financial, LLC | History | No change | 2,918 | 249 | 0.12% | 0.12% | 1570 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marathon Wealth Advisors LLC | History | No change | 2,905 | 248 | 0.08% | 0.08% | 1571 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Costello Asset Management, INC | History | No change | 2,895 | 247 | 0.07% | 0.07% | 1572 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 2,890 | 247 | 0.02% | 0.02% | 1573 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triton Financial Group Inc | History | No change | 2,892 | 247 | 0.14% | 0.14% | 1574 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FSA Advisors, Inc. | History | No change | 2,886 | 246 | 0.11% | 0.11% | 1575 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Joule Financial, LLC | History | No change | 2,878 | 246 | 0.07% | 0.07% | 1576 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 1,105 | 246 | 0.1% | 0.1% | 1577 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 2,874 | 245 | 0.05% | 0.05% | 1578 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Noble Family Wealth, LLC | History | No change | 2,871 | 245 | 0.04% | 0.04% | 1579 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Investment Management, LLC | History | No change | 2,855 | 244 | 0.0% | 0.0% | 1580 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Expressive Wealth LLC | History | No change | 2,851 | 243 | 0.23% | 0.23% | 1581 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 2,837 | 242 | 0.1% | 0.1% | 1582 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 2,837 | 242 | 0.05% | 0.05% | 1583 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 2,819 | 241 | 0.1% | 0.1% | 1584 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Darden Wealth Group Inc | History | No change | 2,816 | 240 | 0.1% | 0.1% | 1585 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 2,808 | 240 | 0.13% | 0.13% | 1586 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassilly Financial Group LLC | History | No change | 2,836 | 240 | 0.16% | 0.18% | 1587 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 2,807 | 239 | 0.01% | 0.01% | 1588 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Thrive Capital Management, LLC | History | No change | 2,802 | 239 | 0.05% | 0.05% | 1589 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kessler Investment Group, LLC | History | Added to | 2,809 | 238 | 0.11% | 0.1% | 1590 | +29 | 1.04% | Q3 2026 | Oct 08, 2026 |
| Buttonwood Financial Advisors Inc. | History | No change | 2,795 | 238 | 0.07% | 0.07% | 1591 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 2,785 | 238 | 0.04% | 0.04% | 1592 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Wealth Management, LLC | History | No change | 2,780 | 237 | 0.01% | 0.01% | 1593 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kendall Capital Management | History | No change | 2,780 | 237 | 0.04% | 0.04% | 1594 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Edge Wealth Management LLC | History | No change | 2,766 | 236 | 0.04% | 0.04% | 1595 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Allen Capital Group, LLC | History | No change | 2,757 | 235 | 0.02% | 0.02% | 1596 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waterloo Capital, L.P. | History | No change | 2,755 | 235 | 0.01% | 0.01% | 1597 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carr Financial Group Corp | History | No change | 2,716 | 232 | 0.05% | 0.05% | 1598 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| waypoint wealth counsel | History | No change | 2,709 | 231 | 0.14% | 0.14% | 1599 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Oak Harvest Investment Services | History | No change | 2,706 | 231 | 0.02% | 0.02% | 1600 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 2,713 | 231 | 0.07% | 0.07% | 1601 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 2,705 | 231 | 0.09% | 0.09% | 1602 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Advisory, LLC | History | No change | 2,700 | 230 | 0.02% | 0.02% | 1603 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 2,698 | 230 | 0.06% | 0.06% | 1604 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 2,684 | 229 | 0.05% | 0.05% | 1605 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FCA CORP /TX | History | No change | 2,678 | 228 | 0.06% | 0.06% | 1606 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 2,966 | 228 | 0.03% | 0.03% | 1607 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 2,672 | 228 | 0.08% | 0.08% | 1608 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Paradigm Capital Management, LLC/NV | History | No change | 2,650 | 227 | 0.2% | 0.2% | 1609 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockline Wealth Management, LLC | History | No change | 2,663 | 227 | 0.04% | 0.04% | 1610 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pacific Asset Management, LLC | History | No change | 2,667 | 227 | 0.11% | 0.11% | 1611 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Robinhood Asset Management, LLC | History | No change | 2,664 | 227 | 0.01% | 0.01% | 1612 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | No change | 2,638 | 225 | 0.12% | 0.12% | 1613 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sawyer & Company, Inc | History | No change | 2,628 | 224 | 0.08% | 0.08% | 1614 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 2,630 | 224 | 0.05% | 0.05% | 1615 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 2,631 | 224 | 0.12% | 0.12% | 1616 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Caitlin John, LLC | History | No change | 2,626 | 224 | 0.12% | 0.12% | 1617 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,601 | 222 | 0.06% | 0.06% | 1618 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Southland Equity Partners LLC | History | No change | 2,602 | 222 | 0.04% | 0.04% | 1619 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rockingstone Advisors LLC | History | No change | 2,600 | 222 | 0.09% | 0.09% | 1620 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 2,603 | 221 | 0.01% | 0.02% | 1622 | -500 | -16.11% | Q3 2026 | Oct 09, 2026 |
| ALERUS FINANCIAL NA | History | No change | 2,586 | 221 | 0.01% | 0.01% | 1621 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,597 | 220 | 0.01% | 0.0% | 1623 | +2,340 | 910.51% | Q3 2026 | Oct 08, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 2,566 | 219 | 0.01% | 0.01% | 1624 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gross & Hartman Investments LLC | History | No change | 2,570 | 219 | 0.1% | 0.1% | 1625 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 2,567 | 219 | 0.02% | 0.02% | 1626 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 2,570 | 219 | 0.15% | 0.15% | 1627 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cannon Advisors, Inc. | History | No change | 2,581 | 218 | 0.13% | 0.13% | 1628 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 2,560 | 218 | 0.04% | 0.04% | 1629 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 2,545 | 217 | 0.08% | 0.08% | 1630 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 2,546 | 217 | 0.04% | 0.04% | 1631 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 2,543 | 217 | 0.12% | 0.12% | 1632 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Probability Advisors, LLC | History | No change | 2,541 | 217 | 0.02% | 0.02% | 1633 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Northwest Bancshares, Inc. | History | No change | 2,528 | 216 | 0.04% | 0.04% | 1634 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 2,530 | 216 | 0.01% | 0.01% | 1635 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SFMG, LLC | History | No change | 2,531 | 216 | 0.01% | 0.01% | 1636 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annex Advisory Services, LLC | History | No change | 2,537 | 216 | 0.0% | 0.0% | 1637 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Hegarty Advisors, LLC | History | No change | 2,528 | 216 | 0.15% | 0.15% | 1638 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTRUST BANK NA | History | No change | 2,515 | 215 | 0.02% | 0.02% | 1639 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 2,521 | 215 | 0.0% | 0.0% | 1640 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Womack Financial LLC | History | No change | 2,524 | 215 | 0.14% | 0.14% | 1641 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,491 | 213 | 0.02% | 0.02% | 1642 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 2,494 | 213 | 0.01% | 0.01% | 1643 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stone Summit Wealth LLC | History | No change | 2,495 | 213 | 0.05% | 0.05% | 1644 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chancellor Financial Group WB LP | History | No change | 2,503 | 213 | 0.13% | 0.13% | 1645 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 2,489 | 212 | 0.02% | 0.02% | 1646 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elser Financial Planning, Inc | History | No change | 2,488 | 212 | 0.01% | 0.01% | 1647 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BOS Asset Management, LLC | History | No change | 2,494 | 211 | 0.05% | 0.05% | 1648 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| JT Stratford LLC | History | No change | 2,451 | 209 | 0.02% | 0.02% | 1649 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MilWealth Group LLC | History | No change | 2,456 | 209 | 0.04% | 0.04% | 1650 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| REDW Wealth LLC | History | No change | 2,422 | 207 | 0.07% | 0.07% | 1651 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Coquina Private Wealth LLC | History | No change | 2,425 | 207 | 0.14% | 0.14% | 1652 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 2,421 | 206 | 0.09% | 0.09% | 1653 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dunhill Financial, LLC | History | No change | 2,419 | 206 | 0.04% | 0.04% | 1654 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valued Retirements, Inc. | History | No change | 2,415 | 206 | 0.19% | 0.19% | 1655 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | Reduced | 2,421 | 205 | 0.04% | 0.05% | 1657 | -464 | -16.08% | Q3 2026 | Oct 02, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 2,405 | 205 | 0.05% | 0.05% | 1656 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2,400 | 205 | 0.04% | 0.04% | 1658 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SPINNAKER TRUST | History | No change | 2,375 | 203 | 0.01% | 0.01% | 1659 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Apriem Advisors | History | No change | 2,375 | 203 | 0.02% | 0.02% | 1660 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | No change | 2,385 | 203 | 0.05% | 0.05% | 1661 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,364 | 202 | 0.02% | 0.02% | 1662 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 2,368 | 202 | 0.08% | 0.08% | 1663 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | No change | 2,356 | 201 | 0.04% | 0.04% | 1664 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 2,353 | 201 | 0.06% | 0.06% | 1665 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alteri Wealth LLC | History | No change | 2,360 | 201 | 0.06% | 0.06% | 1666 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 2,364 | 200 | 0.02% | 0.02% | 1667 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| GREENLEAF TRUST | History | No change | 2,341 | 200 | 0.0% | 0.0% | 1668 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Planning LLC | History | No change | 2,359 | 200 | 0.05% | 0.06% | 1669 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Community Bank, N.A. | History | No change | 2,331 | 199 | 0.02% | 0.02% | 1670 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 2,336 | 199 | 0.15% | 0.15% | 1671 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 2,281 | 195 | 0.16% | 0.16% | 1672 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 2,255 | 192 | 0.1% | 0.1% | 1673 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 2,257 | 192 | 0.36% | 0.36% | 1674 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,211 | 189 | 0.04% | 0.04% | 1675 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 2,170 | 185 | 0.0% | 0.0% | 1676 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rakuten Securities, Inc. | History | No change | 2,163 | 184 | 0.04% | 0.04% | 1677 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 2,142 | 183 | 0.05% | 0.05% | 1678 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STEPH & CO | History | No change | 2,116 | 179 | 0.05% | 0.05% | 1679 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 2,061 | 176 | 0.0% | 0.0% | 1680 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 2,066 | 176 | 0.01% | 0.01% | 1681 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Olistico Wealth, LLC | History | No change | 1,993 | 169 | 0.07% | 0.07% | 1682 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Financial Perspectives, Inc | History | No change | 1,968 | 168 | 0.04% | 0.04% | 1683 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CVA Family Office, LLC | History | No change | 1,917 | 163 | 0.01% | 0.01% | 1684 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HM PAYSON & CO | History | No change | 1,860 | 159 | 0.0% | 0.0% | 1685 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crewe Advisors LLC | History | No change | 1,860 | 159 | 0.01% | 0.01% | 1686 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Abound Wealth Management | History | No change | 1,828 | 156 | 0.03% | 0.03% | 1687 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,791 | 153 | 0.01% | 0.01% | 1688 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RMG Wealth Management LLC | History | No change | 1,750 | 153 | 0.02% | 0.02% | 1689 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,797 | 153 | 0.07% | 0.07% | 1690 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,772 | 152 | 0.04% | 0.04% | 1691 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fairscale Capital, LLC | History | No change | 1,749 | 149 | 0.09% | 0.09% | 1692 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 1,741 | 148 | 0.1% | 0.1% | 1693 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,727 | 147 | 0.01% | 0.01% | 1694 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guardian Partners Inc. | History | No change | 1,721 | 147 | 0.01% | 0.01% | 1695 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 1,731 | 147 | 0.08% | 0.08% | 1696 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Solstein Capital, LLC | History | No change | 1,714 | 146 | 0.05% | 0.05% | 1697 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,698 | 145 | 0.02% | 0.02% | 1698 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strive Financial Group ,LLC | History | No change | 1,684 | 143 | 0.06% | 0.06% | 1699 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | No change | 1,628 | 138 | 0.08% | 0.09% | 1700 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Coastline Trust Co | History | Added to | 1,621 | 137 | 0.01% | 0.01% | 1701 | +200 | 14.07% | Q3 2026 | Oct 01, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,612 | 137 | 0.05% | 0.05% | 1702 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,598 | 136 | 0.11% | 0.11% | 1703 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,588 | 135 | 0.01% | 0.01% | 1704 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allied Private Wealth LLC | History | No change | 1,607 | 135 | 0.09% | 0.09% | 1705 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| John A. Wolfe & Associates, Inc. | History | No change | 1,523 | 130 | 0.18% | 0.18% | 1706 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,509 | 129 | 0.05% | 0.05% | 1707 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,500 | 128 | 0.08% | 0.08% | 1708 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,491 | 127 | 0.01% | 0.01% | 1709 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fortis Group Advisors, LLC | History | No change | 1,495 | 127 | 0.02% | 0.02% | 1710 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 1,474 | 125 | 0.01% | 0.0% | 1711 | +180 | 13.91% | Q3 2026 | Oct 08, 2026 |
| Manchester Capital Management LLC | History | No change | 1,455 | 124 | 0.02% | 0.02% | 1712 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YANKCOM Partnership | History | No change | 1,455 | 124 | 0.04% | 0.04% | 1713 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank & Trust Co | History | New | 1,440 | 122 | 0.08% | — | 1715 | +1,440 | New | Q3 2026 | Oct 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,437 | 122 | 0.0% | 0.0% | 1714 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bangor Savings Bank | History | New | 1,400 | 118 | 0.01% | — | 1716 | +1,400 | New | Q3 2026 | Oct 06, 2026 |
| Frankly Finances, LLC | History | No change | 1,350 | 115 | 0.09% | 0.09% | 1717 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,326 | 113 | 0.06% | 0.06% | 1718 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1,317 | 112 | 0.02% | 0.02% | 1719 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Nemes Rush Group LLC | History | No change | 1,306 | 111 | 0.01% | 0.01% | 1720 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,214 | 104 | 0.01% | 0.01% | 1721 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 1,209 | 103 | 0.11% | 0.11% | 1722 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LifeSteps Financial, Inc. | History | No change | 1,215 | 103 | 0.05% | 0.05% | 1723 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,195 | 102 | 0.03% | 0.03% | 1724 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Addison Advisors LLC | History | No change | 1,173 | 100 | 0.05% | 0.05% | 1725 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,176 | 100 | 0.02% | 0.02% | 1726 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 1,123 | 96 | 0.01% | 0.01% | 1727 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,115 | 95 | 0.02% | 0.02% | 1728 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,114 | 95 | 0.07% | 0.07% | 1729 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 1,073 | 91 | 0.03% | 0.03% | 1730 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower View Wealth Management LLC | History | No change | 1,051 | 89 | 0.04% | 0.04% | 1731 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | No change | 1,047 | 89 | 0.02% | 0.02% | 1732 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CrossGen Wealth, LLC | History | No change | 1,048 | 89 | 0.07% | 0.07% | 1733 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PlanVest Financial, Inc | History | No change | 1,013 | 86 | 0.06% | 0.06% | 1734 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,000 | 85 | 0.02% | 0.02% | 1735 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,000 | 85 | 0.01% | 0.01% | 1736 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Montgomery Financial Services LLC | History | No change | 975 | 83 | 0.07% | 0.07% | 1737 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 958 | 81 | 0.0% | 0.0% | 1738 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 899 | 76 | 0.01% | 0.01% | 1739 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hilltop National Bank | History | No change | 862 | 73 | 0.02% | 0.02% | 1740 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| ATWOOD & PALMER INC | History | Added to | 815 | 69 | 0.0% | 0.0% | 1741 | +500 | 158.73% | Q3 2026 | Oct 08, 2026 |
| Kingdom Financial Group LLC. | History | No change | 809 | 69 | 0.02% | 0.02% | 1742 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 803 | 68 | 0.03% | 0.03% | 1743 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 800 | 68 | 0.01% | 0.01% | 1744 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Davis Capital Management | History | No change | 793 | 67 | 0.04% | 0.04% | 1745 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Colonial Trust Co / SC | History | No change | 788 | 66 | 0.01% | 0.01% | 1746 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 763 | 65 | 0.0% | 0.0% | 1747 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aspect Partners, LLC | History | No change | 768 | 65 | 0.02% | 0.02% | 1748 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NEPC LLC | History | No change | 759 | 64 | 0.0% | 0.0% | 1749 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | No change | 752 | 64 | 0.01% | 0.01% | 1750 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 736 | 62 | 0.05% | 0.05% | 1751 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Capital Management, LLC / NJ | History | No change | 706 | 60 | 0.01% | 0.01% | 1752 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SWAN Capital LLC | History | No change | 701 | 59 | 0.02% | 0.02% | 1753 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Trust Company, N.A | History | No change | 700 | 59 | 0.03% | 0.03% | 1754 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hara Capital LLC | History | No change | 700 | 59 | 0.03% | 0.03% | 1755 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacies Wealth LLC | History | No change | 674 | 57 | 0.03% | 0.03% | 1756 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 671 | 57 | 0.02% | 0.02% | 1757 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 650 | 55 | 0.03% | 0.03% | 1758 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CDKV HOLDINGS LLC | History | No change | 655 | 55 | 0.04% | 0.04% | 1759 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 622 | 53 | 0.0% | 0.0% | 1760 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Transce3nd, LLC | History | No change | 630 | 53 | 0.47% | 0.47% | 1761 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Seneschal Advisors, LLC | History | No change | 626 | 53 | 0.04% | 0.04% | 1762 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wiser Advisor Group LLC | History | No change | 609 | 52 | 0.06% | 0.06% | 1763 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 615 | 52 | 0.02% | 0.02% | 1764 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| City State Bank | History | No change | 585 | 50 | 0.01% | 0.01% | 1765 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Dorato Capital Management | History | No change | 570 | 48 | 0.03% | 0.03% | 1766 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JNBA Financial Advisors | History | No change | 555 | 47 | 0.0% | 0.0% | 1767 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 555 | 47 | 0.01% | 0.01% | 1768 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 538 | 46 | 0.0% | 0.0% | 1769 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NFSG Corp | History | No change | 538 | 46 | 0.01% | 0.01% | 1770 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Timmons Wealth Management, LLC | History | No change | 548 | 46 | 0.03% | 0.03% | 1771 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hartford Financial Management Inc. | History | No change | 528 | 45 | 0.01% | 0.01% | 1772 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 528 | 45 | 0.01% | 0.01% | 1773 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 529 | 45 | 0.01% | 0.01% | 1774 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 504 | 43 | 0.01% | 0.01% | 1775 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | No change | 478 | 40 | 0.0% | 0.0% | 1776 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 477 | 40 | 0.0% | 0.0% | 1777 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GK Wealth Management LLC | History | New | 469 | 39 | 0.02% | — | 1780 | +469 | New | Q3 2026 | Oct 09, 2026 |
| Investors Portfolio Services LLC | History | No change | 468 | 39 | 0.03% | 0.03% | 1778 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 458 | 39 | 0.03% | 0.03% | 1779 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Grove Bank & Trust | History | Reduced | 454 | 38 | 0.0% | 0.0% | 1782 | -1 | -0.22% | Q3 2026 | Oct 08, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 450 | 38 | 0.01% | 0.01% | 1781 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 448 | 38 | 0.03% | 0.03% | 1783 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Forum Finance Group S.A. | History | No change | 538 | 37 | 0.01% | 0.01% | 1784 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 428 | 36 | 0.0% | 0.0% | 1785 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 426 | 36 | 0.03% | 0.03% | 1786 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EMC Capital Management | History | No change | 414 | 35 | 0.01% | 0.01% | 1787 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 400 | 34 | 0.01% | 0.01% | 1788 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 402 | 34 | 0.0% | 0.0% | 1789 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 400 | 34 | 0.02% | 0.02% | 1790 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 409 | 34 | 0.02% | 0.02% | 1791 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Torren Management, LLC | History | No change | 393 | 33 | 0.02% | 0.02% | 1792 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 386 | 32 | 0.0% | 0.0% | 1793 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 400 | 30 | 0.03% | 0.03% | 1794 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Venturi Wealth Management, LLC | History | No change | 349 | 29 | 0.0% | 0.0% | 1795 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 335 | 28 | 0.04% | 0.04% | 1796 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quaker Wealth Management, LLC | History | No change | 326 | 27 | 0.01% | 0.01% | 1797 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CGC Financial Services, LLC | History | No change | 310 | 26 | 0.01% | 0.01% | 1798 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 294 | 25 | 0.01% | 0.01% | 1799 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New Hampshire | History | Reduced | 268 | 22 | 0.0% | 0.01% | 1800 | -90 | -25.14% | Q3 2026 | Oct 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 250 | 21 | 0.02% | 0.02% | 1801 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 201 | 17 | 0.0% | 0.0% | 1802 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 178 | 15 | 0.01% | 0.01% | 1803 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 171 | 14 | 0.0% | 0.0% | 1804 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mosley Wealth Management | History | No change | 171 | 14 | 0.0% | 0.0% | 1805 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Accent Capital Management, LLC | History | No change | 174 | 14 | 0.01% | 0.01% | 1806 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JDM Financial Group LLC | History | No change | 163 | 13 | 0.0% | 0.0% | 1807 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Walsh & Associates, LLC | History | No change | 159 | 13 | 0.01% | 0.01% | 1808 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Life Planners | History | No change | 135 | 11 | 0.01% | 0.01% | 1809 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nova Wealth Management, Inc. | History | No change | 125 | 10 | 0.01% | 0.01% | 1810 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 115 | 9 | 0.0% | 0.0% | 1811 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 96 | 8 | 0.0% | 0.0% | 1812 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| StrongBox Wealth, LLC | History | No change | 101 | 8 | 0.0% | 0.0% | 1813 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 1814 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 92 | 7 | 0.0% | 0.0% | 1815 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 93 | 7 | 0.0% | 0.0% | 1816 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| American Capital Advisory, LLC | History | No change | 74 | 6 | 0.0% | 0.0% | 1817 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 559 | 5 | 0.0% | 0.0% | 1818 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IAG Wealth Partners, LLC | History | No change | 59 | 5 | 0.0% | 0.0% | 1819 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 59 | 5 | 0.0% | 0.0% | 1820 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITY HOLDING CO | History | No change | 50 | 4 | 0.0% | 0.0% | 1821 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Friedenthal Financial | History | No change | 50 | 4 | 0.0% | 0.0% | 1822 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 51 | 4 | 0.0% | 0.0% | 1823 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bare Financial Services, Inc | History | No change | 52 | 4 | 0.0% | 0.0% | 1824 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advocate Investing Services LLC | History | No change | 51 | 4 | 0.0% | 0.0% | 1825 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 1826 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 1827 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Essential Partners LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 1828 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Westend Capital Management, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 1829 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 1830 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kings Path Partners LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 1831 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RHL GROUP, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 1832 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Go Invest LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 1833 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Byrne Asset Management LLC | History | Added to | 22 | 1 | 0.0% | 0.0% | 1838 | +1 | 4.76% | Q3 2026 | Oct 06, 2026 |
| Blume Capital Management, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 1834 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Piscataqua Savings Bank | History | No change | 12 | 1 | 0.0% | 0.0% | 1835 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| POM Investment Strategies, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1836 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 13 | 1 | 0.0% | 0.0% | 1837 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 1839 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Navigoe, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1840 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bernard Wealth Management Corp. | History | No change | 15 | 1 | 0.0% | 0.0% | 1841 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 1842 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aventura Private Wealth, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 1843 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Essential Investment Partners LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1844 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Highland Investment Advisors LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 1845 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,265 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Stokes Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,032 | -100.0% | Q3 2026 | Oct 09, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.02% | — | -2,937 | -100.0% | Q3 2026 | Oct 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Cheviot Value Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFS Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valued Wealth Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BIRCHBROOK, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Miller Global Investments, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Capital Advisor Network LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |