INVESCO EXCHANGE-TRADED FUND TRUST - XLG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 9,447,300 | 578,458 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,169,840 | 433,560 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 6,378,648 | 390,564 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,445,571 | 210,972 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,095,951 | 189,565 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,774,385 | 169,875 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | No change | 2,592,959 | 158,766 | 7.84% | 7.84% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,378,244 | 145,620 | 0.17% | 0.17% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,255,508 | 138,104 | 4.54% | 4.54% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,921,389 | 117,646 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,689,089 | 103,388 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 1,624,685 | 99,479 | 7.51% | 7.51% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,370,284 | 84,930 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | No change | 1,300,255 | 79,614 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 1,257,704 | 77,009 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 1,195,204 | 73,182 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,122,247 | 68,714 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 1,120,730 | 68,622 | 2.35% | 2.35% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,074,733 | 65,805 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Invesco Ltd. | History | No change | 931,939 | 57,062 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 887,762 | 54,357 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 865,654 | 53,004 | 0.5% | 0.5% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 837,467 | 49,661 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Demars Financial Group, LLC | History | No change | 776,421 | 47,540 | 13.17% | 13.17% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 746,104 | 45,683 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 745,845 | 45,668 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 664,341 | 40,677 | 0.19% | 0.19% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Capital Management, LLC | History | No change | 704,917 | 38,453 | 1.07% | 1.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 595,456 | 37,876 | 0.27% | 0.29% | 29 | -12,160 | -2.0% | Q3 2026 | Oct 08, 2026 |
| Cedar Wealth Management, LLC | History | No change | 588,062 | 36,007 | 9.26% | 9.26% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 575,169 | 35,234 | 0.19% | 0.19% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 449,071 | 27,496 | 0.28% | 0.28% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 412,914 | 25,282 | 0.39% | 0.39% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 402,306 | 24,633 | 4.95% | 4.95% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 374,672 | 22,941 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Financial Partners | History | New | 333,977 | 21,423 | 9.59% | — | 36 | +333,977 | New | Q3 2026 | Oct 02, 2026 |
| EP Wealth Advisors, LLC | History | No change | 343,570 | 21,036 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 342,322 | 20,960 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 337,860 | 20,687 | 4.42% | 4.42% | 39 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 326,731 | 20,005 | 2.82% | 2.82% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 318,702 | 19,514 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Segment Wealth Management, LLC | History | No change | 305,742 | 18,720 | 0.97% | 0.97% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 291,213 | 17,830 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 289,297 | 17,713 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 280,000 | 17,144 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 276,809 | 16,948 | 0.54% | 0.54% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 276,509 | 16,931 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 275,854 | 16,891 | 1.72% | 1.72% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 272,205 | 16,667 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 268,713 | 16,453 | 1.94% | 1.94% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyr Financial Inc. | History | No change | 266,804 | 16,336 | 8.51% | 8.51% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 239,838 | 14,685 | 0.12% | 0.12% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Green Ridge Wealth Planning LLC | History | Reduced | 220,635 | 14,034 | 5.63% | 5.89% | 53 | -8,084 | -3.53% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 228,152 | 13,969 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 221,021 | 13,533 | 0.65% | 0.65% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 210,983 | 12,918 | 0.5% | 0.5% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Estate Planners Group, LLC | History | No change | 208,582 | 12,771 | 5.78% | 5.78% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 200,437 | 12,272 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 198,614 | 12,161 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kestra Advisory Services, LLC | History | No change | 191,225 | 11,708 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JSF Financial, LLC | History | No change | 186,891 | 11,443 | 1.81% | 1.81% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 181,462 | 11,110 | 0.12% | 0.12% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 176,958 | 10,796 | 2.27% | 2.27% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Seros Financial, LLC | History | No change | 176,305 | 10,795 | 5.62% | 5.62% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Retirement, LLC | History | No change | 174,996 | 10,715 | 2.59% | 2.59% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KPP Advisory Services LLC | History | No change | 173,685 | 10,634 | 1.34% | 1.34% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 173,358 | 10,614 | 1.76% | 1.76% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MGO ONE SEVEN LLC | History | No change | 158,316 | 9,693 | 0.16% | 0.16% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 155,798 | 9,539 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 152,001 | 9,307 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 148,505 | 9,092 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 148,018 | 9,063 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 147,911 | 9,056 | 0.18% | 0.18% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 164,372 | 8,966 | 0.15% | 0.15% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 140,926 | 8,628 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 139,502 | 8,541 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 135,600 | 8,302 | 1.86% | 1.86% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 134,237 | 8,219 | 0.45% | 0.45% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PMG Wealth Management, Inc. | History | No change | 125,829 | 7,704 | 4.76% | 4.76% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 123,103 | 7,537 | 1.11% | 1.11% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 121,540 | 7,441 | 0.18% | 0.18% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 117,638 | 7,202 | 0.6% | 0.6% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 113,274 | 6,935 | 6.11% | 6.11% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Janney Montgomery Scott LLC | History | No change | 112,646 | 6,897 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 112,349 | 6,879 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 110,063 | 6,739 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 109,818 | 6,724 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 105,818 | 6,479 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 104,090 | 6,373 | 0.39% | 0.39% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 103,872 | 6,360 | 0.2% | 0.2% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savvy Advisors, Inc. | History | No change | 98,864 | 6,053 | 0.13% | 0.13% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aspire Capital Advisors LLC | History | No change | 94,434 | 5,782 | 1.13% | 1.13% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 93,174 | 5,705 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 92,770 | 5,680 | 3.03% | 3.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 91,730 | 5,616 | 0.51% | 0.51% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bawa N Mallick Trust | History | No change | 90,000 | 5,510 | 1.78% | 1.78% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 88,334 | 5,408 | 0.2% | 0.2% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 87,793 | 5,375 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 87,602 | 5,363 | 0.16% | 0.16% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 87,376 | 5,350 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 86,797 | 5,314 | 1.13% | 1.13% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 84,361 | 5,165 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 83,108 | 5,088 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GTS SECURITIES LLC | History | No change | 82,727 | 5,065 | 0.11% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 80,790 | 4,946 | 0.12% | 0.12% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 80,545 | 4,931 | 2.07% | 2.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ackerman Asset Management, LLC | History | No change | 78,951 | 4,834 | 2.9% | 2.9% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 77,854 | 4,767 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 74,788 | 4,579 | 0.27% | 0.27% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRB Wealth Management, LLC | History | No change | 74,327 | 4,551 | 0.61% | 0.61% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stenger Family Office, LLC | History | No change | 73,624 | 4,508 | 0.72% | 0.72% | 111 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFG Advisory, LLC | History | No change | 73,133 | 4,477 | 0.16% | 0.16% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| City Center Advisors, LLC | History | Added to | 70,311 | 4,472 | 3.42% | 3.05% | 113 | +8,732 | 14.18% | Q3 2026 | Oct 07, 2026 |
| Laraway Financial Advisors Inc | History | No change | 71,054 | 4,350 | 2.64% | 2.64% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Allocation Strategies LLC | History | No change | 71,036 | 4,349 | 0.67% | 0.67% | 115 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 68,455 | 4,191 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 67,698 | 4,144 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 66,981 | 4,101 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Truvestments Capital LLC | History | No change | 66,721 | 4,085 | 0.61% | 0.61% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIA Advisory Group LLC | History | No change | 66,665 | 4,081 | 0.89% | 0.89% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 66,556 | 4,075 | 0.28% | 0.28% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 66,473 | 4,070 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial Consulting LLC | History | No change | 64,920 | 3,975 | 2.7% | 2.7% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 64,645 | 3,958 | 1.06% | 1.06% | 124 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bulwark Capital Corp | History | No change | 63,937 | 3,914 | 2.2% | 2.2% | 125 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FMR LLC | History | No change | 62,294 | 3,814 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centennial Bank/AR/ | History | No change | 61,900 | 3,790 | 1.22% | 1.22% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allen Investment Management, LLC | History | No change | 61,636 | 3,773 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 61,030 | 3,736 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 60,882 | 3,727 | 1.37% | 1.37% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 60,757 | 3,720 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 59,854 | 3,664 | 0.12% | 0.12% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 58,809 | 3,600 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 58,284 | 3,569 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | No change | 55,099 | 3,373 | 0.11% | 0.11% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | No change | 54,986 | 3,366 | 0.5% | 0.5% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 54,775 | 3,353 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 53,999 | 3,306 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 53,788 | 3,293 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 53,300 | 3,263 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresta Advisors, Ltd. | History | No change | 52,247 | 3,199 | 1.15% | 1.15% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 51,941 | 3,180 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 51,875 | 3,176 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 51,546 | 3,156 | 1.18% | 1.18% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 50,727 | 3,106 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 47,241 | 2,892 | 0.65% | 0.65% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 46,877 | 2,870 | 0.42% | 0.42% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 46,779 | 2,864 | 0.38% | 0.38% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 46,216 | 2,829 | 0.25% | 0.25% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 45,433 | 2,781 | 0.34% | 0.34% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 45,063 | 2,759 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 44,821 | 2,744 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 43,615 | 2,670 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 43,414 | 2,658 | 1.34% | 1.34% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Compass Ion Advisors, LLC | History | No change | 43,002 | 2,633 | 0.23% | 0.23% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 43,013 | 2,633 | 1.59% | 1.59% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 41,661 | 2,550 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walker Asset Management, LLC | History | No change | 41,179 | 2,521 | 1.27% | 1.27% | 158 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 39,396 | 2,505 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 40,572 | 2,484 | 0.13% | 0.13% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Royal Fund Management, LLC | History | No change | 39,705 | 2,431 | 0.2% | 0.2% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fisher Asset Management, LLC | History | No change | 39,301 | 2,406 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Balance Wealth Partners LLC | History | No change | 38,750 | 2,372 | 0.63% | 0.63% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OPPENHEIMER & CO INC | History | No change | 38,508 | 2,357 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 38,266 | 2,343 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 37,302 | 2,284 | 1.33% | 1.33% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 37,000 | 2,265 | 0.11% | 0.11% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 36,469 | 2,233 | 0.23% | 0.23% | 168 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Copia Wealth Management | History | No change | 36,210 | 2,217 | 1.33% | 1.33% | 169 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 35,998 | 2,204 | 0.66% | 0.66% | 170 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Curtis Advisory Group, LLC | History | No change | 35,698 | 2,185 | 0.42% | 0.42% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 35,688 | 2,185 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 35,506 | 2,174 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GREENLEAF TRUST | History | No change | 35,220 | 2,156 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fortis Group Advisors, LLC | History | No change | 34,900 | 2,136 | 0.34% | 0.34% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Retirement, LLC | History | No change | 34,360 | 2,103 | 0.12% | 0.12% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oxford Wealth Group, LLC | History | No change | 33,955 | 2,079 | 0.93% | 0.93% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | No change | 33,910 | 2,076 | 0.22% | 0.22% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Goodwin Investment Advisory | History | No change | 33,660 | 2,061 | 4.15% | 4.15% | 179 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Creative Planning | History | No change | 33,617 | 2,058 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 31,437 | 1,999 | 0.06% | 0.06% | 181 | -4,255 | -11.92% | Q3 2026 | Oct 08, 2026 |
| Mariner, LLC | History | No change | 32,337 | 1,979 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Enterprises, LLC | History | No change | 31,890 | 1,952 | 0.09% | 0.09% | 183 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | No change | 31,612 | 1,935 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 29,906 | 1,928 | 0.09% | 0.09% | 185 | -3,927 | -11.61% | Q3 2026 | Oct 09, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 31,134 | 1,906 | 0.33% | 0.33% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 30,884 | 1,891 | 0.19% | 0.19% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ethos Financial Group, LLC | History | No change | 31,754 | 1,862 | 0.12% | 0.12% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebrook Private Inc. | History | No change | 30,133 | 1,845 | 0.34% | 0.34% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 29,956 | 1,833 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RM Financial Services, LLC | History | No change | 29,572 | 1,810 | 1.34% | 1.34% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 29,164 | 1,785 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 29,057 | 1,779 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Lansing Street Advisors | History | No change | 28,722 | 1,758 | 0.37% | 0.37% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 28,541 | 1,747 | 0.08% | 0.08% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avestar Capital, LLC | History | No change | 28,318 | 1,733 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 28,231 | 1,728 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Carolina Wealth Management Inc | History | No change | 27,367 | 1,675 | 0.77% | 0.77% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 26,957 | 1,650 | 0.13% | 0.13% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 26,602 | 1,628 | 0.1% | 0.1% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 26,480 | 1,621 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,274 | 1,608 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 26,123 | 1,599 | 0.5% | 0.5% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 26,022 | 1,593 | 0.1% | 0.1% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequent Planning LLC | History | No change | 25,741 | 1,576 | 0.34% | 0.34% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 25,335 | 1,551 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RFG Advisory, LLC | History | No change | 25,145 | 1,539 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | No change | 25,070 | 1,535 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 24,815 | 1,519 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 24,815 | 1,519 | 0.7% | 0.7% | 210 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 24,631 | 1,508 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 24,314 | 1,488 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | No change | 24,350 | 1,484 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 23,988 | 1,468 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 23,516 | 1,439 | 0.12% | 0.12% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | No change | 22,900 | 1,402 | 0.07% | 0.07% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 22,900 | 1,402 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 22,829 | 1,397 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 22,766 | 1,393 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Jump Financial, LLC | History | No change | 22,697 | 1,389 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | No change | 22,615 | 1,384 | 0.26% | 0.26% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snider Financial Group | History | No change | 22,602 | 1,383 | 0.35% | 0.35% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Quantinno Capital Management LP | History | No change | 21,694 | 1,328 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWG Investments, LLC. | History | No change | 21,550 | 1,319 | 0.7% | 0.7% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilltop Holdings Inc. | History | No change | 21,537 | 1,318 | 0.1% | 0.1% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | No change | 21,433 | 1,312 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baring Financial LLC | History | Added to | 20,491 | 1,303 | 0.7% | 0.67% | 227 | +666 | 3.36% | Q3 2026 | Oct 07, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 21,232 | 1,300 | 1.06% | 1.06% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 21,085 | 1,291 | 0.5% | 0.5% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 20,798 | 1,273 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LexAurum Advisors, LLC | History | No change | 20,766 | 1,271 | 0.15% | 0.15% | 231 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hilltop National Bank | History | No change | 20,650 | 1,264 | 0.27% | 0.27% | 232 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| WBH ADVISORY INC | History | No change | 20,581 | 1,260 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Capital, Inc. | History | No change | 20,487 | 1,254 | 0.8% | 0.8% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Wealth Management, LLC | History | No change | 20,268 | 1,241 | 0.16% | 0.16% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 20,108 | 1,231 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 19,719 | 1,207 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Madrona Financial Services, LLC | History | No change | 19,175 | 1,174 | 0.22% | 0.22% | 238 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ethos Capital Management, Inc. | History | No change | 18,705 | 1,145 | 0.82% | 0.82% | 239 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 18,540 | 1,135 | 0.26% | 0.26% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NFSG Corp | History | No change | 18,514 | 1,133 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 18,271 | 1,118 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HRT FINANCIAL LP | History | No change | 18,117 | 1,109 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 17,563 | 1,075 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 17,466 | 1,069 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KG Capital Management | History | No change | 17,273 | 1,057 | 0.63% | 0.63% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlTi Global, Inc. | History | No change | 16,996 | 1,040 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 16,786 | 1,027 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 16,658 | 1,019 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 16,343 | 1,000 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Seneca House Advisors | History | No change | 16,328 | 999 | 0.35% | 0.35% | 251 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 15,722 | 962 | 0.19% | 0.19% | 252 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Retireful, LLC | History | Added to | 14,979 | 952 | 0.82% | 0.79% | 253 | +1,201 | 8.72% | Q3 2026 | Oct 08, 2026 |
| Integrated Advisors Network LLC | History | No change | 15,513 | 949 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arsenal Capital Advisors LLC | History | No change | 15,499 | 949 | 0.56% | 0.56% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Advisor Group, LLC | History | No change | 15,402 | 943 | 0.1% | 0.1% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 15,022 | 919 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McAdam, LLC | History | No change | 14,970 | 916 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 14,751 | 903 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kathmere Capital Management, LLC | History | No change | 14,463 | 885 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 14,433 | 883 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 14,220 | 870 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prospera Financial Services Inc | History | No change | 13,696 | 839 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 13,549 | 829 | 0.24% | 0.24% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 13,496 | 826 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 13,481 | 825 | 0.47% | 0.47% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 13,464 | 824 | 0.48% | 0.48% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 12,852 | 817 | 0.05% | 0.05% | 268 | +572 | 4.66% | Q3 2026 | Oct 08, 2026 |
| Summit Asset Management, LLC | History | No change | 13,090 | 801 | 0.1% | 0.1% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Great Diamond Partners, LLC | History | No change | 12,927 | 791 | 0.14% | 0.14% | 270 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vertex Planning Partners, LLC | History | No change | 12,874 | 788 | 0.12% | 0.12% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 12,696 | 777 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avant Capital LLC | History | No change | 12,686 | 776 | 0.49% | 0.49% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 12,590 | 770 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,560 | 769 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Briggs Wealth Management, Inc | History | No change | 12,453 | 762 | 0.7% | 0.7% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | No change | 12,440 | 761 | 0.04% | 0.04% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWF Advisory Services Inc. | History | No change | 12,431 | 761 | 0.07% | 0.07% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Investors Research Corp | History | Added to | 11,825 | 752 | 0.13% | 0.12% | 279 | +788 | 7.14% | Q3 2026 | Oct 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 12,276 | 751 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 12,170 | 745 | 0.42% | 0.42% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,745 | 719 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 11,629 | 712 | 0.13% | 0.13% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 11,639 | 712 | 0.3% | 0.3% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 11,595 | 709 | 0.22% | 0.22% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,591 | 709 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial River Investments, LLC | History | No change | 11,508 | 704 | 0.2% | 0.2% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 11,496 | 703 | 0.12% | 0.12% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 11,419 | 699 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 11,338 | 694 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cooper Financial Group | History | Reduced | 10,837 | 689 | 0.05% | 0.06% | 292 | -536 | -4.71% | Q3 2026 | Oct 07, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 11,253 | 689 | 0.22% | 0.22% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 11,120 | 680 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 11,090 | 679 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Latitude Advisors, LLC | History | No change | 11,093 | 679 | 0.27% | 0.27% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortune 45 LLC | History | No change | 11,074 | 678 | 0.29% | 0.29% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 11,100 | 674 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 10,920 | 668 | 0.31% | 0.31% | 298 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Maridea Wealth Management LLC | History | No change | 10,866 | 665 | 0.07% | 0.07% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | No change | 10,760 | 658 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 10,628 | 650 | 0.64% | 0.64% | 301 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,575 | 647 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 10,560 | 646 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | No change | 10,243 | 642 | 0.03% | 0.03% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Wealth Services, LLC | History | No change | 10,332 | 632 | 0.08% | 0.08% | 305 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SMITH, MOORE & CO. | History | No change | 10,245 | 627 | 0.04% | 0.04% | 306 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 10,255 | 627 | 0.08% | 0.08% | 307 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 9,847 | 626 | 0.13% | 0.12% | 308 | +124 | 1.28% | Q3 2026 | Oct 09, 2026 |
| Selective Wealth Management, Inc. | History | No change | 10,309 | 625 | 0.16% | 0.16% | 309 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wedmont Private Capital | History | No change | 9,641 | 621 | 0.01% | 0.02% | 310 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 10,110 | 619 | 0.05% | 0.05% | 311 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 10,095 | 618 | 0.19% | 0.19% | 312 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisor OS, LLC | History | No change | 10,022 | 613 | 0.04% | 0.04% | 313 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 9,819 | 601 | 0.33% | 0.33% | 314 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELCO Management Co., LLC | History | No change | 9,650 | 590 | 0.25% | 0.25% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,605 | 588 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 9,539 | 584 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 9,507 | 582 | 0.08% | 0.08% | 318 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trilogy Capital Inc. | History | No change | 9,492 | 581 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Leslie Global Wealth, LLC | History | No change | 9,481 | 580 | 0.23% | 0.23% | 320 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 9,421 | 576 | 0.1% | 0.1% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | No change | 9,327 | 571 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 9,262 | 567 | 0.31% | 0.31% | 323 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Financial Advisory LLC | History | No change | 9,255 | 566 | 0.11% | 0.11% | 324 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 9,129 | 558 | 0.05% | 0.05% | 325 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Balboa Wealth Partners | History | No change | 8,991 | 550 | 0.07% | 0.07% | 326 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RDA Financial Network | History | No change | 8,902 | 545 | 0.12% | 0.12% | 327 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 8,565 | 544 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 8,885 | 544 | 0.24% | 0.24% | 329 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 8,815 | 539 | 0.39% | 0.39% | 330 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 8,772 | 537 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 8,641 | 529 | 0.1% | 0.1% | 332 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 8,565 | 524 | 0.07% | 0.07% | 333 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Darrow Company, Inc. | History | No change | 8,436 | 516 | 0.2% | 0.2% | 334 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 8,411 | 515 | 0.1% | 0.1% | 335 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,379 | 513 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | No change | 8,247 | 509 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pioneer Family Office, LLC | History | No change | 8,319 | 509 | 0.26% | 0.26% | 338 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Financial Private Client, LLC | History | No change | 8,284 | 507 | 0.14% | 0.14% | 339 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 8,250 | 505 | 0.28% | 0.28% | 340 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 8,236 | 504 | 0.03% | 0.03% | 341 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 8,244 | 504 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Essex Bank | History | No change | 8,153 | 499 | 0.11% | 0.11% | 343 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 8,020 | 491 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,000 | 489 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 7,996 | 489 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apeiron RIA LLC | History | Reduced | 7,351 | 467 | 0.11% | 0.75% | 347 | -40,701 | -84.7% | Q3 2026 | Oct 08, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 7,460 | 456 | 0.08% | 0.08% | 348 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 7,431 | 455 | 0.05% | 0.05% | 349 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,262 | 444 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TSFG, LLC | History | No change | 7,062 | 432 | 0.05% | 0.05% | 351 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARWA LLC | History | No change | 6,897 | 423 | 0.18% | 0.18% | 352 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 6,863 | 420 | 0.05% | 0.05% | 353 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Americana Partners, LLC | History | No change | 6,814 | 417 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nuveen, LLC | History | No change | 6,806 | 416 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 6,614 | 404 | 0.19% | 0.19% | 356 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Headlands Technologies LLC | History | No change | 6,541 | 400 | 0.04% | 0.04% | 357 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 6,511 | 398 | 0.09% | 0.09% | 358 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 6,504 | 398 | 0.24% | 0.24% | 359 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Traynor Capital Management, Inc. | History | No change | 6,485 | 397 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Soltis Investment Advisors LLC | History | No change | 6,494 | 397 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | No change | 6,500 | 397 | 0.34% | 0.34% | 362 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,476 | 396 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 6,395 | 391 | 0.24% | 0.24% | 364 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Empower Advisory Group, LLC | History | No change | 6,392 | 391 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | No change | 6,359 | 389 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alchemi Wealth, LLC | History | No change | 6,335 | 387 | 0.18% | 0.18% | 367 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 6,309 | 386 | 0.04% | 0.04% | 368 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CreativeOne Wealth, LLC | History | No change | 6,294 | 385 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Group Ltd | History | Added to | 5,985 | 384 | 0.07% | 0.04% | 370 | +2,440 | 68.83% | Q3 2026 | Oct 07, 2026 |
| Parcion Private Wealth LLC | History | No change | 6,188 | 378 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Synergy Asset Management, LLC | History | No change | 6,168 | 377 | 0.04% | 0.04% | 372 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 6,154 | 376 | 0.04% | 0.04% | 373 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 6,154 | 376 | 0.04% | 0.04% | 374 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 6,069 | 371 | 0.07% | 0.07% | 375 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 6,028 | 369 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| A4 Wealth Advisors LLC | History | No change | 6,018 | 368 | 0.24% | 0.24% | 377 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Carr Financial Group Corp | History | No change | 5,978 | 366 | 0.08% | 0.08% | 378 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital CS Group, LLC | History | No change | 5,960 | 364 | 0.29% | 0.29% | 379 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 5,910 | 361 | 0.06% | 0.06% | 380 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 5,861 | 358 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WealthTrak Capital Management LLC | History | No change | 5,825 | 356 | 0.23% | 0.23% | 382 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 5,847 | 355 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,770 | 353 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 5,744 | 351 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Well Done, LLC | History | No change | 5,712 | 349 | 0.05% | 0.05% | 386 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,581 | 341 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 5,564 | 340 | 0.03% | 0.03% | 388 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jackson Wealth Management, LLC | History | No change | 5,503 | 337 | 0.2% | 0.2% | 389 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,509 | 337 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GoalVest Advisory LLC | History | No change | 5,230 | 332 | 0.06% | 0.06% | 391 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| BRIGHTON JONES LLC | History | No change | 5,422 | 331 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Goepper Burkhardt LLC | History | No change | 5,420 | 331 | 0.1% | 0.1% | 393 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| One Wealth Advisors, LLC | History | No change | 5,373 | 328 | 0.04% | 0.04% | 394 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 5,353 | 327 | 0.15% | 0.15% | 395 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daviman Financial, LLC | History | No change | 5,310 | 325 | 0.18% | 0.18% | 396 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,237 | 320 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 5,230 | 320 | 0.16% | 0.16% | 398 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 5,205 | 318 | 0.11% | 0.11% | 399 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,170 | 316 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 5,150 | 315 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 5,085 | 311 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Somerset Group LLC | History | No change | 5,000 | 309 | 0.22% | 0.22% | 403 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Embree Financial Group | History | No change | 5,044 | 308 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 5,021 | 307 | 0.12% | 0.12% | 405 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Citrine Capital LLC | History | No change | 5,026 | 307 | 0.11% | 0.11% | 406 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Missouri Trust & Investment Co | History | No change | 5,050 | 306 | 0.08% | 0.08% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Architects, LLC | History | No change | 4,980 | 304 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XY Planning Network, Inc. | History | No change | 4,931 | 301 | 0.04% | 0.04% | 409 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 4,875 | 299 | 0.06% | 0.06% | 410 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 5,443 | 296 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 4,825 | 295 | 0.04% | 0.04% | 412 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stewardship Advisors, LLC | History | No change | 4,631 | 283 | 0.06% | 0.06% | 413 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 4,591 | 281 | 0.09% | 0.09% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 4,563 | 279 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Professional Financial Advisors, LLC | History | No change | 4,572 | 279 | 0.05% | 0.05% | 416 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,534 | 277 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,499 | 275 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 4,483 | 274 | 0.04% | 0.04% | 419 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fiduciary Alliance LLC | History | No change | 4,308 | 263 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New Hampshire | History | Reduced | 4,130 | 262 | 0.06% | 0.06% | 422 | -770 | -15.71% | Q3 2026 | Oct 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 4,293 | 262 | 0.03% | 0.03% | 421 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 4,265 | 261 | 0.1% | 0.1% | 423 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oath Planning, LLC | History | No change | 4,255 | 260 | 0.19% | 0.19% | 424 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 4,307 | 258 | 0.16% | 0.16% | 425 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 4,215 | 258 | 0.07% | 0.07% | 426 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,193 | 256 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 4,170 | 255 | 0.08% | 0.08% | 428 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 4,115 | 251 | 0.04% | 0.04% | 429 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 4,077 | 249 | 0.1% | 0.1% | 430 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 4,055 | 248 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 3,981 | 246 | 0.07% | 0.07% | 432 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NorthRock Partners, LLC | History | No change | 3,995 | 244 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clarus Group, Inc. | History | No change | 4,000 | 244 | 0.08% | 0.08% | 434 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VIAWEALTH, LLC | History | No change | 3,981 | 243 | 0.12% | 0.12% | 435 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MSH Capital Advisors LLC | History | No change | 3,944 | 241 | 0.04% | 0.04% | 436 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 3,739 | 237 | 0.0% | 0.0% | 438 | +6 | 0.16% | Q3 2026 | Oct 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 3,727 | 237 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 3,870 | 236 | 0.09% | 0.09% | 439 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Essex Financial Services, Inc. | History | No change | 3,849 | 235 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATAURO, LLC | History | No change | 3,846 | 235 | 0.03% | 0.03% | 441 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steffes Financial, Ltd. | History | No change | 3,825 | 234 | 0.1% | 0.1% | 442 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 3,803 | 232 | 0.07% | 0.07% | 443 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 3,640 | 231 | 0.03% | 0.03% | 444 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Centric Wealth Management | History | No change | 3,780 | 230 | 0.04% | 0.04% | 445 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 3,757 | 230 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 3,634 | 229 | 0.07% | 0.07% | 447 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Financial Network Corp | History | No change | 3,755 | 229 | 0.13% | 0.13% | 448 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 3,735 | 228 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| POM Investment Strategies, LLC | History | No change | 3,730 | 228 | 0.26% | 0.26% | 450 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 3,769 | 227 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 3,722 | 227 | 0.12% | 0.12% | 452 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 3,695 | 226 | 0.03% | 0.03% | 453 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| William Mack & Associates, Inc. | History | No change | 3,706 | 226 | 0.08% | 0.08% | 454 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,630 | 223 | 0.06% | 0.06% | 455 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,642 | 223 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,595 | 220 | 0.05% | 0.05% | 457 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plancorp, LLC | History | No change | 3,590 | 219 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Navigation Group, LLC | History | No change | 3,568 | 218 | 0.04% | 0.04% | 459 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 3,485 | 213 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 3,456 | 211 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WESPAC Advisors, LLC | History | No change | 3,461 | 211 | 0.1% | 0.1% | 462 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PKS Advisory Services, LLC | History | No change | 3,454 | 211 | 0.03% | 0.03% | 463 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | No change | 3,457 | 211 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3,442 | 210 | 0.15% | 0.15% | 465 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Firestone Capital Management | History | No change | 3,410 | 208 | 0.04% | 0.04% | 466 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 3,399 | 208 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 3,362 | 205 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WESBANCO BANK INC | History | No change | 3,332 | 204 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CWA Asset Management Group, LLC | History | No change | 3,334 | 204 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Thompson David Blair | History | No change | 3,331 | 203 | 0.1% | 0.1% | 471 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,302 | 202 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peak Planning Group, LLC | History | No change | 3,309 | 202 | 0.05% | 0.05% | 473 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,300 | 201 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IAM Advisory, LLC | History | No change | 3,268 | 200 | 0.04% | 0.04% | 475 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vanguard National Trust Co | History | No change | 3,190 | 195 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,024 | 185 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingdom Financial Group LLC. | History | No change | 2,968 | 181 | 0.05% | 0.05% | 478 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Capital Advisory, LLC | History | No change | 2,750 | 168 | 0.06% | 0.06% | 479 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 2,631 | 161 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S.A. Mason LLC | History | No change | 2,600 | 159 | 0.05% | 0.05% | 481 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,500 | 153 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 2,374 | 145 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | No change | 2,255 | 138 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Point Wealth Management, LLC | History | No change | 2,042 | 125 | 0.1% | 0.1% | 485 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Key FInancial Inc | History | No change | 1,892 | 115 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Register Financial Advisors LLC | History | No change | 1,770 | 108 | 0.03% | 0.03% | 487 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crews Bank & Trust | History | No change | 1,750 | 107 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parallel Advisors, LLC | History | No change | 1,693 | 103 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,585 | 96 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,567 | 95 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,498 | 91 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,419 | 86 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quent Capital, LLC | History | No change | 1,400 | 85 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Group, LTD | History | No change | 1,370 | 83 | 0.02% | 0.02% | 495 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,305 | 79 | 0.04% | 0.04% | 496 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 1,250 | 76 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,240 | 75 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 1,234 | 75 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,255 | 75 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | No change | 1,217 | 74 | 0.04% | 0.04% | 501 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,200 | 73 | 0.02% | 0.02% | 502 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,178 | 72 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Luminist Capital LLC | History | No change | 1,095 | 67 | 0.08% | 0.08% | 504 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCF Advisors LLC | History | No change | 1,055 | 64 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | No change | 1,028 | 62 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CGC Financial Services, LLC | History | No change | 1,026 | 62 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Horizon Investments, LLC | History | No change | 985 | 60 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 996 | 60 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 900 | 55 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 816 | 49 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 794 | 48 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 700 | 42 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EPG Wealth Management LLC | History | No change | 690 | 42 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LGT Financial Advisors LLC | History | No change | 678 | 41 | 0.22% | 0.22% | 515 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 657 | 40 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 654 | 40 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNION SAVINGS BANK | History | No change | 652 | 39 | 0.02% | 0.02% | 518 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 635 | 38 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 636 | 38 | 0.02% | 0.02% | 520 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 608 | 37 | 0.03% | 0.03% | 521 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SouthState Bank Corp | History | No change | 600 | 36 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 602 | 36 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 600 | 36 | 0.02% | 0.02% | 524 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 571 | 34 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 541 | 33 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 550 | 33 | 0.02% | 0.02% | 527 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 525 | 32 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GODSEY & GIBB, INC | History | No change | 510 | 31 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 520 | 31 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Downshift Financial, LLC | History | No change | 510 | 31 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | No change | 494 | 30 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortitude Family Office, LLC | History | No change | 373 | 22 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 372 | 22 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Abound Wealth Management | History | No change | 346 | 21 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Hickory Point Bank & Trust | History | No change | 341 | 21 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| BIRCHBROOK, INC. | History | No change | 353 | 21 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 329 | 20 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 324 | 19 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 300 | 18 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 260 | 15 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 239 | 14 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Founders Capital Management | History | No change | 230 | 14 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 241 | 14 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fairway Wealth LLC | History | No change | 229 | 14 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 200 | 12 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 184 | 11 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 166 | 10 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 173 | 10 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 150 | 9 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 144 | 8 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Networth Advisors, LLC | History | No change | 116 | 7 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 103 | 6 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 105 | 6 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SWAN Capital LLC | History | No change | 86 | 5 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 91 | 5 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 70 | 4 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wagner Wealth Management, LLC | History | No change | 67 | 4 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | History | No change | 75 | 4 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| GK Wealth Management LLC | History | New | 51 | 3 | 0.0% | — | 570 | +51 | New | Q3 2026 | Oct 09, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 65 | 3 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GAMMA Investing LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Weaver Capital Management LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 42 | 2 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allied Private Wealth LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Planning Group LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tidemark, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 26 | 1 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Coastline Trust Co | History | Closed out | 0 | 0 | — | 0.08% | — | -15,406 | -100.0% | Q3 2026 | Oct 01, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.15% | — | -3,375 | -100.0% | Q3 2026 | Oct 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valued Wealth Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |