iSHARES TRUST - AOA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | History | No change | 611,739 | 59,705 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 247,088 | 24,115 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 245,482 | 23,959 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 244,296 | 23,843 | 9.59% | 9.59% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ellenbecker Investment Group | History | No change | 223,468 | 21,810 | 2.54% | 2.54% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 202,154 | 19,730 | 0.2% | 0.2% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 184,629 | 18,019 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 154,203 | 15,050 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 148,997 | 14,542 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 145,444 | 14,195 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 141,970 | 13,856 | 0.22% | 0.22% | 11 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 125,330 | 12,232 | 0.66% | 0.66% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 111,352 | 10,868 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 108,771 | 10,616 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 107,843 | 10,525 | 1.05% | 1.05% | 15 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hopwood Nicholas Hunter | History | No change | 103,374 | 10,089 | 2.77% | 2.77% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 102,669 | 10,020 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 90,624 | 8,844 | 0.29% | 0.29% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 85,630 | 8,357 | 0.32% | 0.32% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 81,761 | 7,979 | 2.37% | 2.37% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 79,097 | 7,719 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 74,652 | 7,289 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Group LLC | History | No change | 72,975 | 7,122 | 0.8% | 0.8% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 70,456 | 6,876 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 70,134 | 6,845 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 67,537 | 6,574 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 63,301 | 6,178 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 62,920 | 6,140 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 61,477 | 6,000 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Weaver Consulting Group | History | Added to | 61,369 | 5,969 | 1.16% | 1.23% | 30 | +5 | 0.01% | Q3 2026 | Oct 07, 2026 |
| Strategic Blueprint, LLC | History | No change | 59,641 | 5,820 | 0.29% | 0.29% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 59,396 | 5,797 | 0.49% | 0.49% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 57,776 | 5,638 | 0.66% | 0.66% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 54,499 | 5,319 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GeoWealth Management, LLC | History | No change | 51,728 | 5,048 | 0.16% | 0.16% | 35 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 50,825 | 4,960 | 1.11% | 1.11% | 36 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,181 | 4,881 | 0.03% | 0.04% | 37 | +1,700 | 3.51% | Q3 2026 | Oct 08, 2026 |
| Fort Henry Capital, LLC | History | No change | 50,005 | 4,880 | 2.69% | 2.69% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HANOVER ADVISORS INC | History | No change | 49,732 | 4,853 | 1.75% | 1.75% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 47,074 | 4,594 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SteelPeak Wealth, LLC | History | No change | 46,498 | 4,538 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 41,696 | 4,069 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 40,943 | 3,995 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,400 | 3,943 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 40,336 | 3,936 | 0.39% | 0.39% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Westmount Partners, LLC | History | No change | 38,147 | 3,723 | 0.81% | 0.81% | 46 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 36,886 | 3,600 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Forward, LLC | History | No change | 35,042 | 3,420 | 1.7% | 1.7% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 34,927 | 3,397 | 0.37% | 0.29% | 49 | +7,402 | 26.89% | Q3 2026 | Oct 09, 2026 |
| Cerity Partners LLC | History | No change | 34,254 | 3,343 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ODonnell Financial Services, LLC | History | No change | 32,227 | 3,145 | 0.93% | 0.93% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 31,800 | 3,103 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 30,812 | 3,007 | 0.48% | 0.48% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 29,823 | 2,910 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Archford Capital Strategies, LLC | History | No change | 29,748 | 2,903 | 0.29% | 0.29% | 55 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 29,553 | 2,884 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,688 | 2,799 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madrid Financial Services | History | No change | 28,378 | 2,769 | 1.47% | 1.47% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 27,647 | 2,733 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 26,871 | 2,622 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Somnio Financial Group, LLC | History | No change | 26,642 | 2,600 | 1.54% | 1.54% | 61 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 26,180 | 2,555 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,197 | 2,459 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 24,638 | 2,404 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 24,427 | 2,384 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 24,106 | 2,351 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 22,947 | 2,239 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 2,194,162 | 2,226 | 0.9% | 0.9% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 22,493 | 2,195 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 22,031 | 2,150 | 0.19% | 0.19% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 21,986 | 2,145 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Corient Private Wealth LP | History | No change | 21,701 | 2,117 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 21,576 | 2,105 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 21,399 | 2,088 | 0.27% | 0.27% | 74 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 20,982 | 2,047 | 0.13% | 0.13% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | No change | 20,851 | 2,035 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 20,845 | 2,034 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 21,046 | 2,034 | 0.25% | 0.25% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Venturi Wealth Management, LLC | History | No change | 20,479 | 1,998 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 20,435 | 1,994 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Reduced | 20,388 | 1,983 | 0.05% | 0.23% | 81 | -62,312 | -75.35% | Q3 2026 | Oct 02, 2026 |
| CGN Advisors LLC | History | No change | 19,466 | 1,899 | 0.14% | 0.14% | 82 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 19,223 | 1,876 | 0.41% | 0.41% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Canal Capital Management, LLC | History | No change | 19,209 | 1,874 | 0.23% | 0.23% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 19,065 | 1,860 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 18,280 | 1,784 | 0.74% | 0.74% | 86 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GTS SECURITIES LLC | History | No change | 18,226 | 1,778 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 18,012 | 1,758 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Wealth Partners, LLC | History | No change | 17,925 | 1,749 | 0.25% | 0.25% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | No change | 17,546 | 1,707 | 0.71% | 0.71% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 17,232 | 1,684 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 17,229 | 1,681 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 16,444 | 1,604 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 16,360 | 1,596 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 16,355 | 1,596 | 0.91% | 0.91% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Syverson Strege & Co | History | No change | 16,284 | 1,589 | 0.35% | 0.35% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 16,221 | 1,583 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 16,156 | 1,576 | 0.24% | 0.24% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| R2 Capital Strategies, LLC | History | No change | 15,922 | 1,553 | 0.7% | 0.7% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 15,912 | 1,552 | 0.3% | 0.3% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rothschild Wealth LLC | History | No change | 15,822 | 1,544 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greystone Financial Group, LLC | History | No change | 15,817 | 1,543 | 0.43% | 0.43% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HFM Investment Advisors, LLC | History | No change | 15,128 | 1,476 | 0.52% | 0.52% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MOR Wealth Management, LLC | History | No change | 15,046 | 1,468 | 0.58% | 0.58% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 14,855 | 1,449 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 14,736 | 1,421 | 0.56% | 0.56% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 14,339 | 1,399 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,270 | 1,392 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 14,161 | 1,382 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 14,009 | 1,367 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 13,708 | 1,337 | 0.45% | 0.45% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASPIRIANT, LLC | History | No change | 13,397 | 1,307 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning Group LLC | History | No change | 13,155 | 1,271 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NICOLET BANKSHARES INC | History | No change | 12,965 | 1,266 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prentice Wealth Management LLC | History | No change | 12,559 | 1,225 | 0.25% | 0.25% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,604 | 1,216 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 12,377 | 1,208 | 0.12% | 0.12% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 12,301 | 1,200 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 12,267 | 1,197 | 0.31% | 0.31% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 12,146 | 1,185 | 0.16% | 0.16% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 12,050 | 1,176 | 0.25% | 0.25% | 121 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ABLE Financial Group, LLC | History | No change | 11,846 | 1,156 | 0.19% | 0.19% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 11,557 | 1,124 | 0.05% | 0.04% | 123 | +102 | 0.89% | Q3 2026 | Oct 08, 2026 |
| Diversified Trust Co | History | No change | 11,428 | 1,115 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 11,415 | 1,114 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 11,161 | 1,089 | 0.4% | 0.4% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversify Advisory Services, LLC | History | No change | 11,337 | 1,088 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 11,337 | 1,088 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 11,140 | 1,087 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MPS Loria Financial Planners, LLC | History | No change | 11,084 | 1,081 | 0.25% | 0.25% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 10,989 | 1,072 | 0.24% | 0.24% | 131 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BCWM, LLC | History | No change | 10,898 | 1,063 | 0.31% | 0.31% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 10,888 | 1,062 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,754 | 1,049 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 10,764 | 1,047 | 0.08% | 0.08% | 135 | +50 | 0.47% | Q3 2026 | Oct 01, 2026 |
| MGO ONE SEVEN LLC | History | No change | 10,091 | 984 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | No change | 9,971 | 973 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 9,913 | 967 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearview Wealth Management LLC | History | No change | 9,916 | 967 | 0.62% | 0.62% | 139 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 9,833 | 959 | 0.16% | 0.16% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stash Investments, LLC | History | No change | 9,635 | 940 | 0.3% | 0.3% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,572 | 934 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 9,611 | 928 | 0.32% | 0.32% | 143 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 9,426 | 920 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,168 | 894 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GEN Financial Management, INC. | History | No change | 9,070 | 885 | 0.53% | 0.53% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUE Private Wealth Advisors | History | No change | 8,872 | 865 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avior Wealth Management, LLC | History | No change | 8,848 | 863 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 8,773 | 856 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 8,760 | 855 | 0.16% | 0.16% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HRT FINANCIAL LP | History | No change | 8,717 | 850 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 8,706 | 849 | 0.15% | 0.15% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRIGHTON JONES LLC | History | No change | 8,669 | 846 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Saxony Capital Management, LLC | History | No change | 8,622 | 841 | 0.39% | 0.39% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 8,574 | 836 | 0.26% | 0.26% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 8,579 | 834 | 0.12% | 0.12% | 156 | +99 | 1.17% | Q3 2026 | Oct 07, 2026 |
| Marion Wealth Management | History | No change | 8,454 | 825 | 0.17% | 0.17% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Orin Green Financial, LLC | History | No change | 8,445 | 824 | 0.3% | 0.3% | 158 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 8,419 | 821 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fidato Wealth LLC | History | No change | 8,331 | 813 | 0.48% | 0.48% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 8,168 | 797 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 8,069 | 787 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthquest Corp | History | No change | 7,975 | 778 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 7,903 | 771 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 7,756 | 756 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 7,693 | 750 | 0.11% | 0.11% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Montgomery Financial Services LLC | History | No change | 7,611 | 742 | 0.65% | 0.65% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 7,531 | 734 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SimpliFi, Inc. | History | No change | 7,466 | 728 | 0.29% | 0.29% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,544 | 722 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 7,383 | 720 | 0.35% | 0.35% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berman McAleer LLC | History | No change | 7,372 | 719 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IMA Advisory Services, Inc. | History | No change | 7,356 | 718 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Krilogy Financial LLC | History | No change | 7,300 | 712 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 7,213 | 703 | 0.44% | 0.44% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 7,143 | 697 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWG Investments, LLC. | History | No change | 7,131 | 695 | 0.37% | 0.37% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 7,008 | 683 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,941 | 677 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 6,945 | 677 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MRWM Advisors, LLC | History | No change | 6,878 | 671 | 0.28% | 0.28% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 6,877 | 671 | 0.18% | 0.18% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 6,759 | 660 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vertrix Wealth Management, LLC | History | No change | 6,719 | 655 | 0.22% | 0.22% | 184 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,603 | 644 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,605 | 644 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Regal Investment Advisors LLC | History | No change | 6,538 | 638 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 6,522 | 636 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trilogy Capital Inc. | History | No change | 6,515 | 635 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| JNBA Financial Advisors | History | No change | 6,477 | 632 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 6,479 | 632 | 0.38% | 0.38% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 6,472 | 631 | 0.15% | 0.15% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Courage Miller Partners, LLC | History | No change | 6,371 | 621 | 0.16% | 0.16% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 6,335 | 618 | 0.17% | 0.17% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Maia Wealth LLC | History | No change | 6,328 | 617 | 0.09% | 0.09% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,186 | 604 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,130 | 598 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gallacher Capital Management LLC | History | No change | 6,023 | 587 | 0.33% | 0.33% | 198 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| West Wealth Group, LLC | History | No change | 5,963 | 582 | 0.1% | 0.1% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trivium Point Advisory, LLC | History | No change | 5,761 | 562 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schuylkill Financial LLC | History | No change | 5,705 | 556 | 0.51% | 0.51% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 5,688 | 555 | 0.23% | 0.25% | 202 | -908 | -13.77% | Q3 2026 | Oct 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,663 | 552 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,648 | 551 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 5,653 | 551 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,607 | 547 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrity Financial Corp /WA | History | No change | 5,601 | 546 | 0.26% | 0.26% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Root Financial Partners, LLC | History | No change | 5,588 | 545 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 5,447 | 531 | 0.12% | 0.12% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plan Group Financial, LLC | History | No change | 5,390 | 526 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,301 | 517 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tarbox Family Office, Inc. | History | No change | 5,280 | 515 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arcus Capital Partners, LLC | History | No change | 5,167 | 504 | 0.21% | 0.21% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 5,148 | 502 | 0.08% | 0.08% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 5,108 | 498 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vise Technologies, Inc. | History | No change | 5,098 | 497 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Klingman & Associates, LLC | History | No change | 5,013 | 489 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,014 | 489 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 4,989 | 485 | 0.03% | 0.03% | 219 | +569 | 12.87% | Q3 2026 | Oct 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,949 | 483 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4,930 | 481 | 0.07% | 0.07% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FCA CORP /TX | History | No change | 4,845 | 472 | 0.12% | 0.12% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCGM Wealth Management, LLC | History | No change | 4,840 | 472 | 0.1% | 0.1% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 4,834 | 471 | 0.2% | 0.2% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 4,704 | 459 | 0.09% | 0.09% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | No change | 4,652 | 454 | 0.3% | 0.3% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 4,612 | 450 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 4,616 | 450 | 0.05% | 0.05% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4,561 | 445 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 4,500 | 437 | 0.08% | 0.08% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Well Done, LLC | History | No change | 4,437 | 433 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 4,376 | 427 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Insight Wealth Partners, LLC | History | No change | 4,320 | 421 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| New Republic Capital, LLC | History | No change | 4,321 | 421 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SWP FINANCIAL LLC | History | No change | 4,051 | 395 | 0.18% | 0.18% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 4,013 | 391 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 3,984 | 388 | 0.31% | 0.31% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,939 | 384 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bellwether Advisors, LLC | History | No change | 3,933 | 383 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NVWM, LLC | History | No change | 3,918 | 382 | 0.08% | 0.08% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 3,995 | 382 | 0.12% | 0.12% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 3,920 | 382 | 0.12% | 0.12% | 242 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| New Capital Management LP | History | No change | 3,903 | 380 | 0.09% | 0.09% | 243 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,870 | 377 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 3,870 | 377 | 0.19% | 0.19% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 3,854 | 376 | 0.06% | 0.06% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 3,841 | 374 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Andrews Advisory Associates, LLC | History | No change | 3,820 | 372 | 0.18% | 0.18% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Worth Asset Management, LLC | History | Reduced | 3,800 | 369 | 0.11% | 0.74% | 249 | -19,786 | -83.89% | Q3 2026 | Oct 07, 2026 |
| Gould Capital, LLC | History | No change | 3,764 | 367 | 0.2% | 0.2% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McNamara Financial Services, Inc. | History | No change | 3,734 | 364 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,720 | 363 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 3,699 | 360 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Retireful, LLC | History | New | 3,688 | 358 | 0.31% | — | 255 | +3,688 | New | Q3 2026 | Oct 08, 2026 |
| Summit Trail Advisors, LLC | History | No change | 3,674 | 358 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 3,650 | 356 | 0.08% | 0.08% | 256 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,592 | 351 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,525 | 344 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 3,877 | 343 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 3,487 | 340 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,459 | 337 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 3,432 | 334 | 0.11% | 0.11% | 262 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Purpose Unlimited Inc. | History | No change | 3,407 | 332 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Choice Wealth Advisors LLC | History | No change | 3,317 | 323 | 0.11% | 0.11% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,289 | 321 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aprio Wealth Management, LLC | History | No change | 3,279 | 320 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 3,254 | 317 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westshore Wealth, LLC | History | No change | 3,240 | 316 | 0.1% | 0.1% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valpey Financial Services, LLC | History | No change | 3,220 | 314 | 0.19% | 0.19% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,207 | 312 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Columbia River Financial Group, LLC | History | No change | 3,182 | 310 | 0.17% | 0.17% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 3,140 | 306 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 3,105 | 303 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,109 | 303 | 0.12% | 0.12% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vested Financial Planning, LLC | History | No change | 3,102 | 302 | 0.2% | 0.2% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 3,033 | 296 | 0.12% | 0.12% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Premier Private Wealth Management LLC | History | No change | 3,042 | 296 | 0.26% | 0.26% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 2,998 | 292 | 0.11% | 0.11% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,966 | 289 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2,938 | 286 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Partners in Financial Planning | History | No change | 2,934 | 286 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 2,930 | 285 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Financial Network, Inc. | History | No change | 2,916 | 284 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| tru Independence LLC | History | No change | 2,909 | 283 | 0.12% | 0.12% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Peak Wealth Management LLC | History | No change | 2,891 | 282 | 0.2% | 0.2% | 285 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,898 | 281 | 0.01% | 0.01% | 287 | -237 | -7.56% | Q3 2026 | Oct 08, 2026 |
| SWMG, LLC | History | No change | 2,897 | 281 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 2,878 | 280 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 2,812 | 274 | 0.14% | 0.14% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,764 | 269 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BIP Wealth, LLC | History | No change | 2,762 | 269 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Strategies Group, Inc. | History | No change | 2,784 | 269 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Salus Financial Advisors, LLC | History | No change | 2,730 | 266 | 0.13% | 0.13% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Altrius Capital Management Inc | History | No change | 2,707 | 264 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TBH Global Asset Management, LLC | History | No change | 2,701 | 263 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 2,676 | 261 | 0.07% | 0.07% | 296 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 2,625 | 256 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 2,616 | 255 | 0.08% | 0.08% | 298 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Landmark Wealth Management, LLC | History | No change | 2,609 | 254 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,579 | 251 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |