iSHARES TRUST - AOR
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 | No change | 1,957,720 | 136,061 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 1,065,599 | 74,059 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Worth Asset Management, LLC | History | No change | 742,669 | 51,615 | 16.51% | 16.51% | 3 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 668,197 | 46,312 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 586,162 | 40,738 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 565,749 | 39,319 | 0.62% | 0.62% | 6 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 562,914 | 39,122 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 524,925 | 36,482 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASPIRIANT, LLC | History | No change | 515,345 | 35,816 | 0.88% | 0.88% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 458,638 | 31,875 | 9.46% | 9.46% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 453,418 | 31,512 | 12.68% | 12.68% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 389,262 | 27,053 | 0.28% | 0.28% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 336,606 | 23,394 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 324,439 | 22,548 | 3.04% | 3.04% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Madrid Financial Services | History | No change | 305,776 | 21,251 | 11.24% | 11.24% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 300,065 | 20,854 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 289,947 | 20,151 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BSW Wealth Partners | History | No change | 276,966 | 19,249 | 2.14% | 2.14% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, LLC | History | No change | 246,729 | 17,147 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 241,716 | 16,799 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 227,988 | 15,845 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 216,818 | 15,071 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 187,500 | 13,031 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 183,986 | 12,787 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 178,223 | 12,386 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ellenbecker Investment Group | History | No change | 159,634 | 11,094 | 1.29% | 1.29% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 157,991 | 10,980 | 7.4% | 7.4% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 145,147 | 10,087 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 143,921 | 10,002 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 138,313 | 9,612 | 0.83% | 0.83% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUE Private Wealth Advisors | History | No change | 122,610 | 8,521 | 0.74% | 0.74% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HANOVER ADVISORS INC | History | No change | 121,374 | 8,435 | 3.04% | 3.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 115,031 | 7,994 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| One Capital Management, LLC | History | No change | 123,544 | 7,950 | 0.22% | 0.22% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 111,621 | 7,757 | 4.61% | 4.61% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hopwood Nicholas Hunter | History | No change | 109,627 | 7,619 | 2.09% | 2.09% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 105,641 | 7,342 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 98,018 | 6,812 | 1.53% | 1.53% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 96,670 | 6,718 | 1.56% | 1.56% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 88,416 | 6,144 | 3.84% | 3.84% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 88,383 | 6,142 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 87,427 | 6,076 | 0.23% | 0.23% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Forward, LLC | History | No change | 86,813 | 6,033 | 3.0% | 3.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Weaver Consulting Group | History | No change | 85,989 | 5,976 | 1.23% | 1.23% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 82,611 | 5,741 | 0.67% | 0.67% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 81,939 | 5,694 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 57,550 | 5,681 | 1.96% | 1.96% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 81,320 | 5,651 | 3.17% | 3.17% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 79,255 | 5,508 | 0.2% | 0.2% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 77,912 | 5,414 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 77,042 | 5,354 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 76,543 | 5,319 | 0.53% | 0.53% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bell Investment Advisors, Inc | History | No change | 76,120 | 5,290 | 0.78% | 0.78% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 73,066 | 5,078 | 0.25% | 0.25% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 72,388 | 5,002 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Almitas Capital LLC | History | No change | 69,946 | 4,861 | 1.16% | 1.16% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 69,427 | 4,825 | 0.26% | 0.26% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 63,746 | 4,478 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 63,832 | 4,436 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 62,159 | 4,264 | 0.53% | 0.53% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 61,200 | 4,253 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fort Henry Capital, LLC | History | No change | 60,855 | 4,229 | 2.33% | 2.33% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 60,403 | 4,197 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GeoWealth Management, LLC | History | No change | 59,761 | 4,153 | 0.13% | 0.13% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | No change | 59,173 | 4,112 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 58,683 | 4,078 | 0.41% | 0.41% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighPoint Advisor Group LLC | History | No change | 56,816 | 3,948 | 0.14% | 0.14% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 55,969 | 3,889 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 55,167 | 3,834 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 53,294 | 3,703 | 0.79% | 0.79% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 52,604 | 3,655 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | No change | 51,736 | 3,595 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HighTower Advisors, LLC | History | No change | 50,340 | 3,498 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dakota Wealth Management | History | No change | 49,269 | 3,424 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Intrua Financial, LLC | History | No change | 49,039 | 3,408 | 0.31% | 0.31% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 47,924 | 3,330 | 0.53% | 0.53% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 47,233 | 3,282 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 42,673 | 2,965 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 40,555 | 2,818 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 40,074 | 2,785 | 0.11% | 0.11% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 38,843 | 2,699 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 38,610 | 2,683 | 0.26% | 0.26% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Advisors Network LLC | History | No change | 37,998 | 2,640 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Heartland Consultants, Inc. | History | No change | 37,900 | 2,634 | 0.17% | 0.17% | 84 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 36,722 | 2,552 | 0.13% | 0.13% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 36,472 | 2,527 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Assets Advisory, LLC | History | No change | 35,907 | 2,490 | 0.54% | 0.54% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vines Capital Management, LLC | History | No change | 35,755 | 2,484 | 2.04% | 2.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 35,317 | 2,455 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 35,077 | 2,437 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 35,230 | 2,418 | 0.82% | 0.82% | 91 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Legacy Advisory Services, LLC | History | No change | 34,481 | 2,396 | 1.69% | 1.69% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Visionary Wealth Advisors | History | No change | 33,504 | 2,328 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Selby Wealth Management, LLC | History | No change | 33,146 | 2,303 | 0.82% | 0.82% | 94 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 32,734 | 2,275 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 30,949 | 2,150 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Group, Inc. | History | No change | 30,830 | 2,142 | 0.25% | 0.25% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 30,810 | 2,141 | 0.28% | 0.28% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 30,316 | 2,106 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 29,905 | 2,078 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 29,881 | 2,076 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 30,050 | 2,069 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 29,178 | 2,027 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Lido Advisors, LLC | History | No change | 29,101 | 2,022 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 28,767 | 1,999 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 28,530 | 1,982 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Prentice Wealth Management LLC | History | No change | 28,524 | 1,982 | 0.41% | 0.41% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 28,251 | 1,963 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mutual Advisors, LLC | History | No change | 28,175 | 1,958 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 28,027 | 1,947 | 0.17% | 0.17% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 27,076 | 1,881 | 0.12% | 0.12% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 26,320 | 1,829 | 0.2% | 0.2% | 112 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rothschild Wealth LLC | History | No change | 26,209 | 1,821 | 0.15% | 0.15% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 25,987 | 1,806 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 25,712 | 1,787 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 25,133 | 1,746 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 24,833 | 1,725 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 24,421 | 1,697 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westmount Partners, LLC | History | No change | 24,291 | 1,688 | 0.37% | 0.37% | 119 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Legacy Financial Group LLC | History | No change | 23,885 | 1,659 | 0.19% | 0.19% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 23,806 | 1,654 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,264 | 1,616 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 23,196 | 1,612 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orcam Financial Group | History | No change | 21,478 | 1,492 | 0.73% | 0.73% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPS Loria Financial Planners, LLC | History | No change | 21,069 | 1,464 | 0.34% | 0.34% | 125 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 20,677 | 1,437 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SimpliFi, Inc. | History | No change | 20,690 | 1,437 | 0.57% | 0.57% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Piedmont Capital Management, LLC | History | No change | 20,351 | 1,410 | 0.71% | 0.71% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 19,847 | 1,379 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,048 | 1,323 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 18,983 | 1,319 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 18,986 | 1,319 | 0.51% | 0.51% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greystone Financial Group, LLC | History | No change | 18,887 | 1,312 | 0.37% | 0.37% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 18,853 | 1,310 | 0.26% | 0.26% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 18,722 | 1,301 | 0.2% | 0.2% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 18,656 | 1,296 | 0.54% | 0.54% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 18,603 | 1,292 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| R2 Capital Strategies, LLC | History | No change | 18,568 | 1,290 | 0.58% | 0.58% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 17,900 | 1,244 | 0.26% | 0.26% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 17,880 | 1,242 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTRAL TRUST Co | History | No change | 17,769 | 1,234 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 17,733 | 1,229 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 17,634 | 1,225 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 17,367 | 1,207 | 0.58% | 0.58% | 144 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jupiter Topco LLC | History | No change | 17,289 | 1,201 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | No change | 17,178 | 1,193 | 0.08% | 0.08% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 17,366 | 1,190 | 0.48% | 0.55% | 147 | -2,806 | -13.91% | Q3 2026 | Oct 06, 2026 |
| WBH ADVISORY INC | History | No change | 17,034 | 1,183 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northstar Group, Inc. | History | No change | 17,015 | 1,182 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 16,977 | 1,179 | 0.29% | 0.29% | 150 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sigma Planning Corp | History | No change | 16,529 | 1,148 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 16,505 | 1,147 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 15,760 | 1,094 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 15,730 | 1,093 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compass Financial Group, INC/SD | History | No change | 15,647 | 1,087 | 0.12% | 0.12% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 15,504 | 1,077 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 15,000 | 1,042 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| McHugh Group, LLC | History | No change | 15,000 | 1,042 | 0.53% | 0.53% | 158 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Creekside Partners | History | No change | 14,501 | 1,007 | 0.36% | 0.36% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gallacher Capital Management LLC | History | No change | 14,465 | 1,005 | 0.56% | 0.56% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 13,550 | 941 | 0.23% | 0.23% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WestEnd Advisors, LLC | History | No change | 13,551 | 941 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Wealth Partners, LLC | History | No change | 13,405 | 931 | 0.13% | 0.13% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 13,300 | 924 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,166 | 915 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 13,000 | 903 | 0.48% | 0.48% | 166 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 12,765 | 887 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | No change | 12,713 | 883 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 12,547 | 872 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 12,518 | 869 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 12,438 | 864 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 12,177 | 846 | 0.13% | 0.13% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 12,012 | 834 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eddie Patel Inc | History | No change | 11,709 | 813 | 0.49% | 0.49% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fidato Wealth LLC | History | No change | 11,616 | 807 | 0.47% | 0.47% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 11,613 | 807 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversify Advisory Services, LLC | History | No change | 11,837 | 807 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 11,837 | 807 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pure Financial Advisors, LLC | History | No change | 11,596 | 805 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | No change | 11,570 | 804 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 11,818 | 804 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Financial Advisory LLC | History | No change | 11,031 | 766 | 0.15% | 0.15% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,903 | 757 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 10,841 | 753 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 10,831 | 752 | 0.28% | 0.28% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearview Wealth Management LLC | History | No change | 10,710 | 744 | 0.48% | 0.48% | 186 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 10,607 | 737 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,553 | 733 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Composition Wealth, LLC | History | No change | 10,561 | 733 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Heirloom Wealth Management | History | No change | 10,291 | 715 | 0.1% | 0.1% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,266 | 713 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Busey Bank | History | No change | 10,026 | 696 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brio Consultants, LLC | History | No change | 10,007 | 695 | 0.08% | 0.08% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 9,982 | 693 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| World Investment Advisors | History | No change | 10,689 | 687 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DORVAL Corp | History | No change | 9,804 | 681 | 0.2% | 0.2% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9,745 | 677 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 9,747 | 677 | 0.09% | 0.09% | 198 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 9,815 | 673 | 0.08% | 0.08% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EFG International AG | History | No change | 9,673 | 672 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 9,650 | 670 | 0.11% | 0.11% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 9,617 | 668 | 0.2% | 0.2% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 9,594 | 666 | 0.36% | 0.36% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | No change | 9,353 | 650 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MOR Wealth Management, LLC | History | No change | 9,348 | 649 | 0.26% | 0.26% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Venturi Wealth Management, LLC | History | No change | 9,228 | 641 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Retireful, LLC | History | No change | 9,149 | 635 | 0.59% | 0.59% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 9,043 | 628 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 9,029 | 627 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 9,108 | 624 | 0.05% | 0.05% | 211 | -842 | -8.46% | Q3 2026 | Oct 01, 2026 |
| New Capital Management LP | History | No change | 8,985 | 624 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NVWM, LLC | History | No change | 8,951 | 622 | 0.13% | 0.13% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMG Wealth Management, Inc. | History | No change | 8,953 | 622 | 0.35% | 0.35% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 8,919 | 619 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BESSEMER GROUP INC | History | No change | 8,892 | 618 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 8,793 | 611 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Transcendent Capital Group LLC | History | No change | 8,623 | 599 | 0.23% | 0.23% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NICOLET BANKSHARES INC | History | No change | 8,578 | 594 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 8,480 | 589 | 0.08% | 0.08% | 219 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | No change | 8,469 | 586 | 0.24% | 0.24% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8,181 | 568 | 0.2% | 0.2% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orin Green Financial, LLC | History | No change | 8,107 | 563 | 0.21% | 0.21% | 222 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 8,066 | 560 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | No change | 8,038 | 558 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Procyon Advisors, LLC | History | No change | 7,869 | 546 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 7,842 | 545 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Snider Financial Group | History | No change | 7,717 | 536 | 0.14% | 0.14% | 227 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Archford Capital Strategies, LLC | History | No change | 7,587 | 527 | 0.05% | 0.05% | 228 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Montgomery Financial Services LLC | History | No change | 7,575 | 526 | 0.46% | 0.46% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 7,507 | 521 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 7,392 | 513 | 0.21% | 0.21% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 7,364 | 511 | 0.26% | 0.26% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,342 | 510 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vertrix Wealth Management, LLC | History | No change | 7,269 | 505 | 0.17% | 0.17% | 234 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,188 | 499 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 7,082 | 492 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 7,061 | 490 | 0.11% | 0.11% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 7,038 | 489 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Point Advisors Inc. | History | No change | 6,991 | 485 | 0.43% | 0.43% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Qube Research & Technologies Ltd | History | No change | 6,955 | 483 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 6,900 | 479 | 0.16% | 0.16% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redwood Park Advisors LLC | History | No change | 6,875 | 477 | 0.31% | 0.31% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 6,829 | 474 | 0.17% | 0.17% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 6,750 | 469 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 6,735 | 468 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 6,661 | 462 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CX Institutional | History | No change | 6,734 | 461 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 6,587 | 457 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 6,574 | 456 | 0.07% | 0.07% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 6,481 | 450 | 0.1% | 0.1% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MTCO Ltd. | History | No change | 6,470 | 449 | 0.17% | 0.17% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BCV Asset Management Inc. | History | No change | 6,438 | 447 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 6,323 | 437 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 6,272 | 435 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 6,222 | 432 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,131 | 426 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 6,135 | 426 | 0.24% | 0.24% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Saxony Capital Management, LLC | History | No change | 6,107 | 424 | 0.19% | 0.19% | 258 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bellwether Advisors, LLC | History | No change | 6,115 | 424 | 0.06% | 0.06% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 6,042 | 419 | 0.19% | 0.19% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 5,966 | 414 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | No change | 5,899 | 409 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 5,877 | 407 | 0.06% | 0.06% | 263 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Premier Private Wealth Management LLC | History | No change | 5,868 | 407 | 0.36% | 0.36% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vested Financial Planning, LLC | History | No change | 5,850 | 406 | 0.27% | 0.27% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RDA Financial Network | History | No change | 5,835 | 405 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 5,749 | 399 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 5,738 | 398 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5,675 | 394 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 5,657 | 393 | 0.07% | 0.07% | 270 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,740 | 393 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Investments, LLC | History | No change | 5,624 | 390 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 5,583 | 388 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 5,556 | 386 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 5,518 | 383 | 0.08% | 0.08% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StoneX Group Inc. | History | No change | 5,480 | 380 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 5,468 | 380 | 0.04% | 0.04% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,457 | 379 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 5,434 | 377 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Somnio Financial Group, LLC | History | No change | 5,287 | 367 | 0.22% | 0.22% | 280 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Merit Financial Group, LLC | History | No change | 5,268 | 366 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 5,231 | 363 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 5,198 | 361 | 0.21% | 0.21% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 5,145 | 357 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABLE Financial Group, LLC | History | No change | 5,137 | 357 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 5,128 | 356 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pacific Sage Partners, LLC | History | No change | 5,075 | 352 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | No change | 5,041 | 350 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Box Hill Private Wealth LLC | History | Reduced | 5,087 | 348 | 0.25% | 0.29% | 289 | -147 | -2.81% | Q3 2026 | Oct 05, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 5,006 | 347 | 0.25% | 0.25% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Schuylkill Financial LLC | History | No change | 4,990 | 346 | 0.32% | 0.32% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chesapeake Wealth Management | History | No change | 4,950 | 344 | 0.1% | 0.1% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valpey Financial Services, LLC | History | No change | 4,964 | 344 | 0.2% | 0.2% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 4,962 | 344 | 0.09% | 0.09% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 4,944 | 343 | 0.08% | 0.08% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 4,912 | 341 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 4,897 | 340 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SouthState Bank Corp | History | No change | 4,863 | 337 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 4,856 | 337 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 4,840 | 336 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |