iSHARES TRUST - AOM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,067,353 | 153,030 | 0.0% | 0.0% | 1 | +40,947 | 1.35% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Reduced | 1,208,139 | 60,274 | 0.01% | 0.02% | 2 | -49,622 | -3.95% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 576,705 | 28,771 | 0.3% | 0.33% | 3 | +16,714 | 2.98% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 540,513 | 26,966 | 0.0% | 0.0% | 4 | -174,200 | -24.37% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 340,210 | 16,973 | 0.0% | 0.0% | 5 | +3,509 | 1.04% | Q2 2026 | Aug 14, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 315,749 | 15,572 | 5.29% | 5.59% | 6 | +2,671 | 0.85% | Q2 2026 | Jul 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 305,020 | 15,217 | 0.0% | 0.0% | 7 | +11,815 | 4.03% | Q2 2026 | Aug 14, 2026 |
| AJ Advisors, LLC | History | Added to | 283,095 | 14,123 | 4.39% | 4.83% | 8 | +8,229 | 2.99% | Q2 2026 | Jul 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 273,226 | 13,631 | 0.0% | 0.0% | 9 | -14,243 | -4.95% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 258,799 | 12,911 | 0.0% | 0.0% | 10 | -3,567 | -1.36% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 233,786 | 11,663 | 0.01% | 0.01% | 11 | +18,004 | 8.34% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 193,700 | 9,664 | 0.25% | 0.01% | 12 | +184,210 | 1941.1% | Q2 2026 | Jul 28, 2026 |
| Weaver Consulting Group | History | Added to | 178,155 | 8,888 | 1.82% | 1.99% | 13 | +1,745 | 0.99% | Q2 2026 | Jul 29, 2026 |
| Investment Advisory Group, LLC | History | Added to | 161,473 | 8,055 | 1.75% | 1.8% | 14 | +12,155 | 8.14% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 154,781 | 7,723 | 0.01% | 0.01% | 15 | +3,769 | 2.5% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 146,926 | 7,330 | 0.01% | 0.01% | 16 | -8,884 | -5.7% | Q2 2026 | Jul 29, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 145,264 | 7,247 | 0.63% | 0.7% | 17 | -4,394 | -2.94% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 137,083 | 6,839 | 0.14% | 0.14% | 18 | +61,177 | 80.6% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 119,528 | 5,963 | 0.01% | 0.02% | 19 | -5,538 | -4.43% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 117,762 | 5,875 | 0.19% | 0.17% | 20 | +22,491 | 23.61% | Q2 2026 | Aug 14, 2026 |
| Royal Fund Management, LLC | History | Added to | 113,660 | 5,670 | 0.47% | 0.5% | 21 | +3,164 | 2.86% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 110,495 | 5,512 | 0.0% | 0.0% | 22 | +8,348 | 8.17% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 109,571 | 5,466 | 0.17% | 0.2% | 23 | -6,296 | -5.43% | Q2 2026 | Jul 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 90,161 | 4,498 | 0.01% | 0.01% | 24 | +876 | 0.98% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | Reduced | 84,372 | 4,209 | 0.02% | 0.03% | 25 | -453 | -0.53% | Q2 2026 | Aug 14, 2026 |
| Ellenbecker Investment Group | History | Added to | 83,370 | 4,159 | 0.48% | 0.52% | 26 | +2,181 | 2.69% | Q2 2026 | Jul 27, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 81,878 | 4,084 | 2.93% | 3.26% | 27 | +2,069 | 2.59% | Q2 2026 | Aug 11, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 81,107 | 4,046 | 2.22% | 2.23% | 28 | +3,498 | 4.51% | Q2 2026 | Jul 24, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 79,435 | 3,963 | 0.36% | 0.4% | 29 | +1,706 | 2.19% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | Reduced | 76,819 | 3,832 | 0.0% | 0.0% | 30 | -203 | -0.26% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 75,237 | 3,753 | 0.0% | 0.0% | 31 | -5,423 | -6.72% | Q2 2026 | Sep 23, 2026 |
| Brookstone Capital Management | History | Reduced | 73,102 | 3,647 | 0.04% | 0.04% | 32 | -63 | -0.09% | Q2 2026 | Jul 15, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 71,955 | 3,589 | 1.07% | 1.24% | 33 | -4,672 | -6.1% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 71,928 | 3,584 | 0.0% | 0.0% | 34 | +4,691 | 6.98% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 67,914 | 3,355 | 0.01% | 0.01% | 35 | -557 | -0.81% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 65,998 | 3,292 | 0.06% | 0.07% | 36 | -231 | -0.35% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 65,263 | 3,255 | 0.01% | 0.01% | 37 | +4,495 | 7.4% | Q2 2026 | Jul 28, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 62,530 | 3,119 | 0.67% | — | 38 | +62,530 | New | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Added to | 62,037 | 3,095 | 0.01% | 0.0% | 39 | +49,451 | 392.9% | Q2 2026 | Aug 03, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 62,051 | 3,095 | 1.25% | 1.31% | 40 | +5,313 | 9.36% | Q2 2026 | Jul 28, 2026 |
| VVR Holdings LLC | History | Reduced | 58,410 | 2,914 | 1.26% | 1.5% | 41 | -2,911 | -4.75% | Q2 2026 | Jul 15, 2026 |
| American Trust | History | Added to | 57,302 | 2,858 | 0.22% | 0.1% | 42 | +33,713 | 142.92% | Q2 2026 | Aug 14, 2026 |
| Cogent Private Wealth, Inc. | History | New | 53,182 | 2,653 | 1.66% | — | 43 | +53,182 | New | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 49,723 | 2,480 | 0.01% | 0.01% | 44 | -8,061 | -13.95% | Q2 2026 | Jul 27, 2026 |
| ASPIRIANT, LLC | History | No change | 49,669 | 2,477 | 0.06% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 49,534 | 2,471 | 0.21% | 0.22% | 46 | +23 | 0.05% | Q2 2026 | Jul 23, 2026 |
| GTS SECURITIES LLC | History | Reduced | 47,720 | 2,380 | 0.05% | 0.24% | 47 | -92,984 | -66.08% | Q2 2026 | Aug 14, 2026 |
| Enclave Advisors LLC | History | Reduced | 45,013 | 2,245 | 0.28% | 0.3% | 48 | -1,240 | -2.68% | Q2 2026 | Jul 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 44,541 | 2,222 | 0.44% | 0.47% | 49 | +294 | 0.66% | Q2 2026 | Aug 05, 2026 |
| Manske Wealth Management | History | Added to | 42,211 | 2,105 | 0.52% | 0.56% | 50 | +200 | 0.48% | Q2 2026 | Aug 03, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 41,898 | 2,090 | 0.21% | 0.47% | 51 | -28,930 | -40.85% | Q2 2026 | Aug 12, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 41,217 | 2,056 | 0.59% | 0.59% | 52 | +5,168 | 14.34% | Q2 2026 | Aug 07, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 37,300 | 1,860 | 0.4% | 0.35% | 53 | +5,700 | 18.04% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 36,221 | 1,807 | 0.0% | 0.0% | 54 | -1,595 | -4.22% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 35,706 | 1,778 | 0.0% | 0.0% | 55 | +1,805 | 5.32% | Q2 2026 | Aug 10, 2026 |
| LifePlan Financial, LLC | History | Reduced | 35,023 | 1,747 | 1.22% | 1.31% | 56 | -2,278 | -6.11% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,862 | 1,729 | 0.0% | 0.0% | 57 | +4,685 | 15.53% | Q2 2026 | Aug 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 32,354 | 1,614 | 0.25% | 0.28% | 58 | +402 | 1.26% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 31,105 | 1,551 | 0.02% | 0.02% | 59 | +1,097 | 3.66% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 30,901 | 1,541 | 0.35% | 0.37% | 60 | -134 | -0.43% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | Reduced | 30,074 | 1,500 | 0.0% | 0.0% | 61 | -3,407 | -10.18% | Q2 2026 | Aug 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 29,810 | 1,487 | 0.15% | 0.17% | 62 | -750 | -2.45% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 29,581 | 1,475 | 0.0% | 0.0% | 63 | +5,377 | 22.22% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 27,928 | 1,393 | 0.05% | 0.09% | 64 | +23 | 0.08% | Q2 2026 | Aug 14, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 27,229 | 1,358 | 0.73% | 0.75% | 65 | +5 | 0.02% | Q2 2026 | Aug 14, 2026 |
| R2 Capital Strategies, LLC | History | New | 26,909 | 1,342 | 0.61% | — | 66 | +26,909 | New | Q2 2026 | Jul 23, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 26,573 | 1,325 | 0.02% | 0.04% | 67 | -8,842 | -24.97% | Q2 2026 | Jul 31, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 26,284 | 1,311 | 0.05% | 0.06% | 68 | -2,744 | -9.45% | Q2 2026 | Aug 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 25,510 | 1,272 | 0.13% | 0.14% | 69 | -600 | -2.3% | Q2 2026 | Aug 11, 2026 |
| RDA Financial Network | History | Added to | 24,320 | 1,213 | 0.26% | 0.29% | 70 | +50 | 0.21% | Q2 2026 | Jul 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 24,050 | 1,199 | 0.02% | 0.03% | 71 | -552 | -2.24% | Q2 2026 | Jul 15, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 23,569 | 1,175 | 0.42% | 0.63% | 72 | -9,127 | -27.91% | Q2 2026 | Aug 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 23,725 | 1,163 | 0.14% | — | 73 | +23,725 | New | Q2 2026 | Jul 24, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 23,159 | 1,155 | 0.18% | 0.18% | 74 | +1,252 | 5.72% | Q2 2026 | Jul 24, 2026 |
| MCF Advisors LLC | History | New | 23,081 | 1,151 | 0.04% | — | 75 | +23,081 | New | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 22,907 | 1,142 | 0.02% | — | 76 | +22,907 | New | Q2 2026 | Jul 21, 2026 |
| Fort Henry Capital, LLC | History | Added to | 22,793 | 1,137 | 0.63% | 0.65% | 77 | +113 | 0.5% | Q2 2026 | Jul 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 22,162 | 1,105 | 0.03% | 0.03% | 78 | +559 | 2.59% | Q2 2026 | Jul 07, 2026 |
| Rothschild Wealth LLC | History | Reduced | 22,004 | 1,097 | 0.09% | 0.1% | 79 | -1,835 | -7.7% | Q2 2026 | Aug 11, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 21,238 | 1,059 | 0.29% | 0.33% | 80 | -53 | -0.25% | Q2 2026 | Jul 20, 2026 |
| Strategic Blueprint, LLC | History | Added to | 21,076 | 1,051 | 0.05% | 0.05% | 81 | +1,877 | 9.78% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 20,981 | 1,046 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 20,863 | 1,040 | 0.62% | 0.6% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 20,769 | 1,036 | 0.1% | 0.08% | 84 | +5,413 | 35.25% | Q2 2026 | Jul 09, 2026 |
| One Capital Management, LLC | History | No change | 21,860 | 1,035 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 20,623 | 1,028 | 0.37% | 0.33% | 86 | +3,576 | 20.98% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 19,596 | 977 | 0.0% | 0.0% | 87 | +4,362 | 28.63% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 19,443 | 970 | 0.01% | 0.01% | 88 | -4,355 | -18.3% | Q2 2026 | Sep 08, 2026 |
| CGN Advisors LLC | History | Added to | 19,198 | 957 | 0.07% | 0.07% | 89 | +126 | 0.66% | Q2 2026 | Jul 06, 2026 |
| Mariner, LLC | History | Reduced | 19,041 | 949 | 0.0% | 0.0% | 90 | -9,206 | -32.59% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 19,037 | 949 | 0.04% | 0.04% | 91 | -43 | -0.23% | Q2 2026 | Jul 08, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 18,811 | 938 | 0.18% | 0.21% | 92 | -1,446 | -7.14% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 19,748 | 935 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 18,319 | 913 | 0.01% | 0.02% | 94 | -1,051 | -5.43% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,818 | 888 | 0.0% | 0.0% | 95 | -383 | -2.1% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Added to | 17,670 | 881 | 0.0% | 0.0% | 96 | +5,365 | 43.6% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Group LLC | History | Added to | 17,494 | 872 | 0.1% | 0.1% | 97 | +608 | 3.6% | Q2 2026 | Aug 05, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 17,465 | 871 | 0.14% | 0.15% | 98 | -209 | -1.18% | Q2 2026 | Jul 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 16,989 | 847 | 0.01% | 0.03% | 99 | -2,121 | -11.1% | Q2 2026 | Jul 28, 2026 |
| Waterloo Capital, L.P. | History | Added to | 16,829 | 839 | 0.05% | 0.05% | 100 | +2,114 | 14.37% | Q2 2026 | Jul 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 16,617 | 829 | 0.57% | 0.53% | 101 | +2,486 | 17.59% | Q2 2026 | Jul 24, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 15,912 | 793 | 0.44% | 0.46% | 102 | -9,358 | -37.03% | Q2 2026 | Jul 16, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 15,286 | 762 | 0.01% | 0.01% | 103 | +180 | 1.19% | Q2 2026 | Jul 22, 2026 |
| AlTi Global, Inc. | History | Reduced | 15,013 | 748 | 0.02% | 0.02% | 104 | -1 | -0.01% | Q2 2026 | Aug 05, 2026 |
| Northstar Group, Inc. | History | Reduced | 14,795 | 738 | 0.09% | 0.1% | 105 | -500 | -3.27% | Q2 2026 | Aug 03, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 14,722 | 734 | 0.09% | 0.07% | 106 | +4,221 | 40.2% | Q2 2026 | Jul 21, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 14,329 | 714 | 0.22% | 0.16% | 107 | +3,964 | 38.24% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,240 | 710 | 0.01% | 0.01% | 108 | +810 | 6.03% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 13,975 | 697 | 0.0% | 0.0% | 109 | +9,262 | 196.52% | Q2 2026 | Aug 13, 2026 |
| POTENTIA WEALTH | History | Added to | 13,902 | 693 | 0.28% | 0.25% | 110 | +67 | 0.48% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Reduced | 13,697 | 683 | 0.0% | 0.0% | 111 | -330 | -2.35% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 13,349 | 665 | 0.02% | 0.02% | 112 | +396 | 3.06% | Q2 2026 | Jul 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 13,140 | 655 | 0.01% | 0.01% | 113 | -1,517 | -10.35% | Q2 2026 | Jul 27, 2026 |
| Hopwood Nicholas Hunter | History | Reduced | 12,889 | 643 | 0.18% | 0.2% | 114 | -353 | -2.67% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,888 | 642 | 0.03% | 0.03% | 115 | +120 | 0.94% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 12,784 | 637 | 0.03% | 0.04% | 116 | -3,478 | -21.39% | Q2 2026 | Aug 04, 2026 |
| Wealth Forward, LLC | History | Reduced | 12,335 | 615 | 0.31% | 0.33% | 117 | -15 | -0.12% | Q2 2026 | Jul 29, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 12,121 | 604 | 0.2% | 0.24% | 118 | +79 | 0.66% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,974 | 597 | 0.0% | 0.0% | 119 | +3,870 | 47.75% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 11,971 | 597 | 0.0% | 0.0% | 120 | -2,181 | -15.41% | Q2 2026 | Aug 13, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 11,918 | 594 | 0.08% | 0.09% | 121 | -160 | -1.32% | Q2 2026 | Aug 03, 2026 |
| CENTRAL TRUST Co | History | Reduced | 11,754 | 586 | 0.01% | 0.01% | 122 | -2,576 | -17.98% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | Added to | 11,672 | 582 | 0.01% | 0.02% | 123 | +13 | 0.11% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,587 | 578 | 0.02% | 0.02% | 124 | +1,013 | 9.58% | Q2 2026 | Aug 14, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 11,532 | 575 | 0.13% | 0.13% | 125 | +807 | 7.52% | Q2 2026 | Jul 30, 2026 |
| Ascent Group, LLC | History | Added to | 11,287 | 563 | 0.02% | 0.02% | 126 | +1,116 | 10.97% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,164 | 557 | 0.01% | 0.01% | 127 | -165 | -1.46% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 11,063 | 551 | 0.0% | 0.0% | 128 | +409 | 3.84% | Q2 2026 | Aug 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 10,925 | 545 | 0.08% | 0.1% | 129 | -1,908 | -14.87% | Q2 2026 | Jul 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 10,895 | 543 | 0.03% | 0.04% | 130 | +442 | 4.23% | Q2 2026 | Jul 27, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 10,857 | 541 | 0.14% | 0.16% | 131 | -1,063 | -8.92% | Q2 2026 | Jul 24, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 10,606 | 529 | 0.17% | 0.18% | 132 | +65 | 0.62% | Q2 2026 | Aug 04, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 10,573 | 527 | 0.25% | 0.27% | 133 | -853 | -7.47% | Q2 2026 | Jul 31, 2026 |
| BESSEMER GROUP INC | History | New | 10,525 | 525 | 0.0% | — | 134 | +10,525 | New | Q2 2026 | Aug 12, 2026 |
| Heirloom Wealth Management | History | Added to | 10,467 | 522 | 0.08% | 0.09% | 135 | +361 | 3.57% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 10,404 | 519 | 0.0% | 0.01% | 136 | -7,238 | -41.03% | Q2 2026 | Aug 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 10,371 | 517 | 0.02% | 0.02% | 137 | +60 | 0.58% | Q2 2026 | Aug 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,141 | 505 | 0.01% | 0.01% | 138 | +1,307 | 14.8% | Q2 2026 | Jul 09, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 9,408 | 469 | 0.03% | 0.03% | 139 | +32 | 0.34% | Q2 2026 | Jul 27, 2026 |
| SimpliFi, Inc. | History | Added to | 9,337 | 465 | 0.18% | 0.18% | 140 | +252 | 2.77% | Q2 2026 | Jul 24, 2026 |
| Mendel Capital Management LLC | History | No change | 9,280 | 462 | 0.21% | 0.22% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,937 | 445 | 0.03% | 0.03% | 142 | +596 | 7.15% | Q2 2026 | Jul 08, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 8,885 | 443 | 0.03% | 0.01% | 143 | +5,693 | 178.35% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 8,770 | 430 | 0.05% | 0.04% | 144 | +2,125 | 31.98% | Q2 2026 | Jul 29, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 8,403 | 419 | 0.05% | 0.05% | 145 | +231 | 2.83% | Q2 2026 | Jul 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 8,152 | 406 | 0.09% | 0.1% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 8,120 | 405 | 0.08% | 0.1% | 147 | -1,462 | -15.26% | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 8,080 | 403 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 8,080 | 403 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 8,093 | 403 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westmount Partners, LLC | History | Added to | 8,074 | 402 | 0.09% | 0.09% | 151 | +133 | 1.67% | Q2 2026 | Jul 07, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 8,440 | 399 | 0.25% | 0.25% | 152 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CFO4Life Group, LLC | History | No change | 7,935 | 395 | 0.05% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 7,901 | 394 | 0.0% | 0.0% | 155 | -409 | -4.92% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 7,916 | 394 | 0.01% | 0.01% | 154 | +173 | 2.23% | Q2 2026 | Jul 30, 2026 |
| Maxele Advisors, LLC | History | New | 7,866 | 392 | 0.27% | — | 156 | +7,866 | New | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,820 | 390 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 7,761 | 387 | 0.87% | 0.48% | 158 | -1,312 | -14.46% | Q2 2026 | Jul 24, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 7,609 | 379 | 0.26% | 0.24% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Added to | 7,439 | 371 | 0.01% | 0.01% | 160 | +48 | 0.65% | Q2 2026 | Jul 15, 2026 |
| Centennial Advisors, LLC | History | New | 7,220 | 360 | 0.43% | — | 161 | +7,220 | New | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,114 | 354 | 0.0% | 0.0% | 162 | -7,683 | -51.92% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | Added to | 7,070 | 352 | 0.0% | 0.0% | 163 | +1,503 | 27.0% | Q2 2026 | Aug 13, 2026 |
| Xena Financial Planning, LLC | History | No change | 6,960 | 347 | 0.33% | 0.37% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 6,879 | 343 | 0.01% | 0.01% | 165 | +82 | 1.21% | Q2 2026 | Aug 03, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 6,597 | 329 | 0.06% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 6,549 | 326 | 0.21% | 0.22% | 167 | -148 | -2.21% | Q2 2026 | Jul 24, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 6,513 | 324 | 0.28% | 0.42% | 168 | -1,821 | -21.85% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | No change | 6,450 | 321 | 0.03% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 6,427 | 320 | 0.0% | — | 171 | +6,427 | New | Q2 2026 | Jul 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 6,429 | 320 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HRT FINANCIAL LP | History | New | 6,376 | 318 | 0.0% | — | 172 | +6,376 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,371 | 317 | 0.0% | — | 173 | +6,371 | New | Q2 2026 | Aug 14, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 6,355 | 317 | 0.13% | — | 174 | +6,355 | New | Q2 2026 | Jul 30, 2026 |
| GWN SECURITIES INC. | History | Reduced | 6,279 | 313 | 0.05% | 0.08% | 175 | -2,928 | -31.8% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Added to | 6,271 | 312 | 0.0% | 0.0% | 176 | +1,723 | 37.88% | Q2 2026 | Jul 28, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 6,219 | 310 | 0.03% | 0.03% | 177 | -64 | -1.02% | Q2 2026 | Jul 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 6,207 | 309 | 0.0% | — | 178 | +6,207 | New | Q2 2026 | Aug 14, 2026 |
| Syverson Strege & Co | History | Reduced | 6,162 | 307 | 0.07% | 0.07% | 179 | -257 | -4.0% | Q2 2026 | Aug 06, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 6,118 | 305 | 0.26% | 0.26% | 180 | +435 | 7.65% | Q2 2026 | Jul 14, 2026 |
| ASSETMARK, INC | History | Added to | 6,099 | 304 | 0.0% | 0.0% | 181 | +5,375 | 742.4% | Q2 2026 | Jul 30, 2026 |
| Sherman Wealth Management LLC | History | Added to | 6,092 | 303 | 0.23% | 0.22% | 182 | +709 | 13.17% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | Reduced | 6,044 | 301 | 0.0% | 0.01% | 183 | -697 | -10.34% | Q2 2026 | Aug 10, 2026 |
| PFG Advisors | History | Added to | 5,973 | 298 | 0.02% | 0.01% | 184 | +168 | 2.89% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,923 | 295 | 0.0% | 0.0% | 185 | +57 | 0.97% | Q2 2026 | Aug 13, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 5,820 | 290 | 0.11% | 0.11% | 186 | +37 | 0.64% | Q2 2026 | Jul 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,699 | 284 | 0.0% | — | 188 | +5,699 | New | Q2 2026 | Aug 19, 2026 |
| Aprio Wealth Management, LLC | History | No change | 5,700 | 284 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Empirical Asset Management, LLC | History | Added to | 5,682 | 283 | 0.06% | 0.07% | 189 | +5 | 0.09% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 5,616 | 280 | 0.0% | 0.0% | 190 | -748 | -11.75% | Q2 2026 | Aug 11, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 5,525 | 275 | 0.08% | 0.08% | 191 | +201 | 3.78% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 5,480 | 273 | 0.02% | — | 193 | +5,480 | New | Q2 2026 | Aug 07, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 5,484 | 273 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,466 | 272 | 0.0% | 0.0% | 194 | -185 | -3.27% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 5,245 | 261 | 0.03% | 0.03% | 195 | +89 | 1.73% | Q2 2026 | Jul 10, 2026 |
| Mosley Wealth Management | History | Reduced | 5,228 | 260 | 0.08% | 0.23% | 196 | -5,480 | -51.18% | Q2 2026 | Jul 23, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 5,215 | 260 | 0.21% | 0.2% | 197 | +412 | 8.58% | Q2 2026 | Aug 10, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 5,188 | 258 | 0.01% | 0.01% | 198 | +149 | 2.96% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,056 | 252 | 0.01% | 0.01% | 200 | +266 | 5.55% | Q2 2026 | Jul 06, 2026 |
| Efficient Advisors, LLC | History | No change | 5,340 | 252 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 5,006 | 250 | 0.0% | 0.0% | 201 | +27 | 0.54% | Q2 2026 | Aug 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 5,000 | 249 | 0.03% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,938 | 246 | 0.01% | 0.01% | 203 | -75 | -1.5% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 5,156 | 244 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 4,945 | 242 | 0.0% | — | 206 | +4,945 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 4,945 | 242 | 0.0% | 0.0% | 205 | -414 | -7.73% | Q2 2026 | Jul 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,796 | 239 | 0.0% | 0.0% | 207 | +1,380 | 40.4% | Q2 2026 | Aug 14, 2026 |
| Madrid Financial Services | History | Added to | 4,739 | 236 | 0.12% | 0.13% | 208 | +224 | 4.96% | Q2 2026 | Aug 06, 2026 |
| BSW Wealth Partners | History | New | 4,696 | 234 | 0.03% | — | 209 | +4,696 | New | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,687 | 233 | 0.01% | 0.01% | 210 | -99 | -2.07% | Q2 2026 | Jul 07, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 4,651 | 232 | 0.12% | 0.12% | 212 | +102 | 2.24% | Q2 2026 | Aug 13, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 4,918 | 232 | 0.13% | 0.13% | 211 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,633 | 231 | 0.0% | 0.0% | 213 | -5,558 | -54.54% | Q2 2026 | Aug 12, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 4,623 | 230 | 0.03% | — | 214 | +4,623 | New | Q2 2026 | Jul 30, 2026 |
| Plan Group Financial, LLC | History | Reduced | 4,514 | 225 | 0.05% | 0.09% | 215 | -3,876 | -46.2% | Q2 2026 | Aug 03, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 4,454 | 222 | 0.01% | 0.01% | 216 | -130 | -2.84% | Q2 2026 | Jul 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,400 | 220 | 0.0% | 0.0% | 217 | -97 | -2.16% | Q2 2026 | Aug 05, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 4,349 | 216 | 0.07% | 0.08% | 218 | -432 | -9.04% | Q2 2026 | Jul 14, 2026 |
| Aquire Wealth Advisors, LLC | History | New | 4,327 | 215 | 0.05% | — | 220 | +4,327 | New | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | Added to | 4,301 | 215 | 0.0% | 0.0% | 219 | +3,918 | 1022.98% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,297 | 214 | 0.0% | 0.0% | 221 | +12 | 0.28% | Q2 2026 | Aug 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 4,231 | 211 | 0.12% | 0.14% | 222 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NICOLET BANKSHARES INC | History | New | 4,216 | 209 | 0.01% | — | 224 | +4,216 | New | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,190 | 209 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 4,372 | 207 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,132 | 206 | 0.0% | 0.0% | 226 | -653 | -13.65% | Q2 2026 | Jul 20, 2026 |
| BOS Asset Management, LLC | History | New | 4,115 | 205 | 0.05% | — | 227 | +4,115 | New | Q2 2026 | Jul 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 4,050 | 202 | 0.0% | 0.0% | 228 | -359 | -8.14% | Q2 2026 | Aug 18, 2026 |
| Vines Capital Management, LLC | History | New | 4,035 | 201 | 0.16% | — | 229 | +4,035 | New | Q2 2026 | Aug 14, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 4,003 | 199 | 0.07% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,979 | 198 | 0.0% | 0.0% | 231 | -1,211 | -23.33% | Q2 2026 | Jul 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,907 | 194 | 0.0% | 0.0% | 232 | +1,477 | 60.78% | Q2 2026 | Aug 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 3,743 | 186 | 0.05% | 0.05% | 233 | +24 | 0.65% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | Reduced | 3,592 | 179 | 0.0% | 0.0% | 234 | -355 | -8.99% | Q2 2026 | Aug 11, 2026 |
| Schuylkill Financial LLC | History | New | 3,491 | 174 | 0.16% | — | 235 | +3,491 | New | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 3,379 | 168 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 3,147 | 156 | 0.01% | 0.01% | 237 | -818 | -20.63% | Q2 2026 | Jul 10, 2026 |
| Montgomery Financial Services LLC | History | New | 2,833 | 141 | 0.12% | — | 238 | +2,833 | New | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,675 | 133 | 0.01% | 0.01% | 239 | +425 | 18.89% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 2,659 | 132 | 0.0% | — | 240 | +2,659 | New | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,580 | 128 | 0.01% | 0.01% | 241 | +200 | 8.4% | Q2 2026 | Jul 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 2,469 | 123 | 0.07% | 0.09% | 242 | -52 | -2.06% | Q2 2026 | Jul 21, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,145 | 107 | 0.03% | — | 243 | +2,145 | New | Q2 2026 | Aug 07, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 2,018 | 100 | 0.03% | 0.03% | 245 | -79 | -3.77% | Q2 2026 | Jul 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,117 | 100 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1,984 | 98 | 0.02% | 0.02% | 246 | -734 | -27.01% | Q2 2026 | Jul 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,937 | 96 | 0.04% | — | 247 | +1,937 | New | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,903 | 94 | 0.01% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,738 | 86 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,701 | 84 | 0.0% | — | 250 | +1,701 | New | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,652 | 82 | 0.01% | 0.01% | 252 | -76 | -4.4% | Q2 2026 | Jul 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,645 | 82 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 1,637 | 81 | 0.03% | 0.03% | 253 | +6 | 0.37% | Q2 2026 | Aug 04, 2026 |
| Pacific Center for Financial Services | History | Added to | 1,604 | 80 | 0.02% | 0.02% | 254 | +10 | 0.63% | Q2 2026 | Aug 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,512 | 75 | 0.01% | 0.01% | 255 | +22 | 1.48% | Q2 2026 | Jul 07, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 1,498 | 74 | 0.02% | 0.03% | 256 | -98 | -6.14% | Q2 2026 | Aug 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,500 | 74 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JNBA Financial Advisors | History | Added to | 1,386 | 69 | 0.01% | 0.01% | 258 | +10 | 0.73% | Q2 2026 | Jul 23, 2026 |
| Rossby Financial, LCC | History | Added to | 1,272 | 63 | 0.01% | 0.01% | 259 | +36 | 2.91% | Q2 2026 | Aug 04, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,214 | 60 | 0.03% | 0.04% | 260 | +8 | 0.66% | Q2 2026 | Aug 10, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,249 | 59 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 780 | 38 | 0.0% | 0.0% | 262 | +747 | 2263.64% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 710 | 35 | 0.0% | 0.0% | 263 | -473 | -39.98% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | Reduced | 641 | 31 | 0.0% | 0.0% | 264 | -22 | -3.32% | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 635 | 31 | 0.01% | 0.02% | 265 | +3 | 0.47% | Q2 2026 | Jul 13, 2026 |
| Bogart Wealth, LLC | History | No change | 595 | 29 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| My Portfolio Guide, LLC | History | No change | 597 | 28 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | Added to | 523 | 26 | 0.01% | 0.01% | 268 | +1 | 0.19% | Q2 2026 | Aug 03, 2026 |
| Regatta Research & Money Management | History | New | 512 | 25 | 0.02% | — | 269 | +512 | New | Q2 2026 | Aug 11, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 482 | 24 | 0.01% | 0.01% | 270 | -31 | -6.04% | Q2 2026 | Jul 23, 2026 |
| United Community Bank | History | No change | 500 | 24 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisor Network LLC | History | Reduced | 471 | 23 | 0.03% | 0.04% | 272 | -138 | -22.66% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 446 | 22 | 0.01% | 0.01% | 273 | +3 | 0.68% | Q2 2026 | Jul 07, 2026 |
| Cape Investment Advisory, Inc. | History | New | 407 | 20 | 0.01% | — | 276 | +407 | New | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 411 | 20 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Spire Wealth Management | History | No change | 405 | 20 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 362 | 18 | 0.0% | — | 280 | +362 | New | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 369 | 18 | 0.0% | 0.0% | 277 | +2 | 0.54% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 364 | 18 | 0.0% | 0.0% | 279 | +2 | 0.55% | Q2 2026 | Jul 29, 2026 |
| Dunhill Financial, LLC | History | No change | 365 | 18 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 314 | 15 | 0.0% | 0.0% | 282 | -10 | -3.09% | Q2 2026 | Aug 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 320 | 15 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 288 | 14 | 0.0% | 0.0% | 284 | -595 | -67.38% | Q2 2026 | Aug 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 300 | 14 | 0.0% | 0.0% | 283 | -105 | -25.93% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 270 | 13 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | Reduced | 243 | 12 | 0.03% | 0.0% | 286 | -866 | -78.09% | Q2 2026 | Aug 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 208 | 10 | 0.0% | — | 288 | +208 | New | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 216 | 10 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 200 | 9 | 0.0% | — | 290 | +200 | New | Q2 2026 | Aug 07, 2026 |
| Purpose Unlimited Inc. | History | No change | 196 | 9 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 150 | 7 | 0.0% | — | 291 | +150 | New | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 122 | 6 | 0.0% | 0.0% | 293 | +13 | 11.93% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 133 | 6 | 0.0% | 0.0% | 292 | +1 | 0.76% | Q2 2026 | Jul 27, 2026 |
| Mascoma Wealth Management LLC | History | No change | 128 | 6 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Capital Advisory, LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Institute for Wealth Management, LLC. | History | New | 110 | 5 | 0.0% | — | 297 | +110 | New | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | Added to | 116 | 5 | 0.0% | 0.01% | 296 | +46 | 65.71% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | New | 88 | 4 | 0.0% | — | 301 | +88 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 85 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 100 | 4 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |