iSHARES TRUST - ARTY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 2,385,990 | 181,717 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,439,855 | 109,659 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,406,030 | 107,083 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,219,798 | 92,899 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,055,190 | 80,363 | 1.41% | 1.41% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wharton Business Group, LLC | History | No change | 930,967 | 70,450 | 2.36% | 2.36% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 849,939 | 64,731 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 848,183 | 64,605 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 783,737 | 59,689 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 654,283 | 49,830 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 681,599 | 49,265 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 528,714 | 40,267 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 505,985 | 38,535 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 435,754 | 33,187 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 404,238 | 30,786 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 241,132 | 18,364 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 217,816 | 16,590 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 217,445 | 16,560 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 204,000 | 15,536 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 170,547 | 12,988 | 0.13% | 0.13% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 165,696 | 12,619 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stonebrook Private Inc. | History | No change | 151,883 | 11,567 | 2.11% | 2.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 148,904 | 11,340 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 139,001 | 10,586 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NorthRock Partners, LLC | History | No change | 125,155 | 9,531 | 0.14% | 0.14% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Added to | 121,452 | 9,512 | 0.26% | 0.25% | 26 | +8,801 | 7.81% | Q3 2026 | Oct 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 119,880 | 9,130 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 104,528 | 7,960 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 103,526 | 7,884 | 2.76% | 2.76% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 102,549 | 7,810 | 2.77% | 2.77% | 30 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 100,548 | 7,657 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 97,731 | 7,443 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BostonPremier Wealth LLC | History | No change | 96,515 | 7,350 | 3.12% | 3.12% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 91,745 | 6,987 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 91,115 | 6,939 | 1.95% | 1.95% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 87,176 | 6,639 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 80,892 | 6,160 | 3.3% | 3.3% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 75,302 | 5,735 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 70,872 | 5,397 | 0.43% | 0.43% | 39 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRUDENTIAL PLC | History | No change | 69,621 | 5,302 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 69,594 | 5,300 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 67,061 | 5,107 | 1.26% | 1.26% | 42 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Wealth Management Partners, LLC | History | No change | 65,555 | 4,992 | 1.17% | 1.17% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Western Wealth Management, LLC | History | No change | 63,477 | 4,834 | 0.16% | 0.16% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | No change | 58,809 | 4,478 | 0.41% | 0.41% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 53,800 | 4,097 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 52,187 | 3,974 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 51,078 | 3,890 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Advisors, LLC | History | No change | 50,880 | 3,874 | 1.81% | 1.81% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 49,858 | 3,797 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 49,705 | 3,785 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 48,870 | 3,721 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 47,828 | 3,642 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 46,811 | 3,565 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avestar Capital, LLC | History | No change | 45,600 | 3,472 | 0.19% | 0.19% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | No change | 43,531 | 3,315 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 43,464 | 3,310 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opus Capital Group, LLC | History | No change | 43,052 | 3,279 | 0.32% | 0.32% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Moran Wealth Management, LLC | History | No change | 42,382 | 3,227 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 41,668 | 3,173 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ardent Capital Management, Inc. | History | No change | 40,567 | 3,089 | 1.28% | 1.28% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 40,465 | 3,081 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 39,000 | 2,970 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 38,144 | 2,905 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 37,754 | 2,875 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 36,999 | 2,817 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gemmer Asset Management LLC | History | No change | 36,462 | 2,776 | 0.19% | 0.19% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Belvedere Trading LLC | History | No change | 35,454 | 2,700 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 35,106 | 2,673 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 34,729 | 2,644 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 34,459 | 2,624 | 1.47% | 1.47% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 34,295 | 2,611 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 34,114 | 2,598 | 1.9% | 1.9% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 32,810 | 2,498 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 32,782 | 2,496 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 31,314 | 2,384 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 31,260 | 2,380 | 0.12% | 0.12% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 30,733 | 2,340 | 0.79% | 0.79% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 30,817 | 2,234 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | No change | 28,406 | 2,163 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GWN SECURITIES INC. | History | No change | 28,336 | 2,158 | 0.36% | 0.36% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hudock, Inc. | History | No change | 28,210 | 2,148 | 0.27% | 0.27% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Goldstone Financial Group, LLC | History | No change | 27,670 | 2,107 | 0.19% | 0.19% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 27,544 | 2,097 | 0.31% | 0.31% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LTS Liquid Investments LLC | History | No change | 26,969 | 2,053 | 1.1% | 1.1% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealth Management Associates, Inc. | History | No change | 25,735 | 1,959 | 0.54% | 0.54% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HSBC HOLDINGS PLC | History | No change | 25,000 | 1,904 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 24,897 | 1,896 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 23,870 | 1,817 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VVR Holdings LLC | History | No change | 23,056 | 1,755 | 0.76% | 0.76% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 23,042 | 1,754 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Phoenix Wealth Advisors | History | No change | 22,829 | 1,738 | 0.59% | 0.59% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | No change | 21,301 | 1,622 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 20,233 | 1,540 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,217 | 1,539 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 28,249 | 1,480 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Wealth Map LLC | History | No change | 23,984 | 1,470 | 0.67% | 0.67% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Modern Wealth Management, LLC | History | No change | 19,008 | 1,447 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Antonelli Financial Advisors, LLC | History | No change | 18,695 | 1,424 | 0.98% | 0.98% | 99 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 18,535 | 1,411 | 0.66% | 0.66% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 18,395 | 1,400 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Soltis Investment Advisors LLC | History | No change | 18,326 | 1,395 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | No change | 18,176 | 1,384 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WCG Wealth Advisors LLC | History | No change | 17,849 | 1,359 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 17,777 | 1,353 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | No change | 17,444 | 1,328 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Flagship Private Wealth, LLC | History | No change | 17,088 | 1,301 | 0.46% | 0.46% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 17,000 | 1,295 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 16,800 | 1,279 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Platform Technology Partners | History | No change | 16,737 | 1,274 | 0.21% | 0.21% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 16,648 | 1,267 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 16,506 | 1,257 | 1.06% | 1.06% | 112 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 16,506 | 1,257 | 1.06% | 1.06% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 15,908 | 1,211 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 15,623 | 1,190 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 15,476 | 1,178 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 15,463 | 1,177 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 15,153 | 1,154 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 15,116 | 1,151 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 15,118 | 1,151 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 15,000 | 1,142 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 14,424 | 1,098 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 14,336 | 1,091 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 14,095 | 1,073 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,911 | 1,059 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Berbice Capital Management LLC | History | No change | 13,798 | 1,050 | 0.54% | 0.54% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avior Wealth Management, LLC | History | No change | 13,510 | 1,028 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global View Capital Management LLC | History | No change | 13,278 | 1,011 | 0.21% | 0.21% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,154 | 1,001 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,039 | 993 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Community Bank, N.A. | History | No change | 13,000 | 989 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 12,923 | 984 | 0.15% | 0.15% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCS Capital Management LLC | History | No change | 12,557 | 956 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 12,208 | 929 | 0.29% | 0.29% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Matisse Capital | History | No change | 12,059 | 918 | 0.37% | 0.37% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 11,873 | 904 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 11,882 | 904 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 11,650 | 887 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NWAM LLC | History | No change | 11,227 | 855 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,966 | 835 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Columbus Macro, LLC | History | No change | 10,953 | 834 | 0.08% | 0.08% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 10,711 | 815 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ellis Investment Partners, LLC | History | No change | 10,700 | 814 | 0.12% | 0.12% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keystone Wealth Services, LLC | History | No change | 10,677 | 813 | 0.15% | 0.15% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HERBST GROUP, LLC | History | No change | 10,600 | 807 | 0.44% | 0.44% | 145 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HB Wealth Management, LLC | History | No change | 10,280 | 782 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Family Office Research LLC | History | No change | 10,196 | 776 | 0.29% | 0.29% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 10,000 | 761 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | History | No change | 9,968 | 759 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gen-Wealth Partners Inc | History | No change | 9,784 | 745 | 0.21% | 0.21% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 9,648 | 734 | 0.34% | 0.34% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 9,529 | 725 | 0.19% | 0.19% | 152 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Old Peak Finance LLC | History | No change | 9,488 | 722 | 0.35% | 0.35% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 9,357 | 712 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,918 | 674 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BRIGHTON JONES LLC | History | No change | 8,811 | 671 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,634 | 657 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 8,104 | 617 | 0.21% | 0.21% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LexAurum Advisors, LLC | History | No change | 8,083 | 615 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | No change | 8,040 | 612 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,036 | 612 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 8,023 | 611 | 0.12% | 0.12% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Plan A Wealth LLC | History | No change | 7,993 | 608 | 0.26% | 0.26% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,771 | 591 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 7,726 | 588 | 0.12% | 0.12% | 165 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 7,709 | 587 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 7,598 | 578 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 7,489 | 570 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 7,447 | 567 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 7,395 | 563 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,288 | 554 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 7,233 | 550 | 0.17% | 0.17% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,099 | 540 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 7,000 | 533 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 7,010 | 533 | 0.52% | 0.52% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 6,939 | 528 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,882 | 524 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 6,765 | 515 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waldron Private Wealth LLC | History | No change | 6,698 | 510 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Networth Advisors, LLC | History | No change | 6,679 | 508 | 0.3% | 0.3% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SWMG, LLC | History | No change | 7,090 | 496 | 0.12% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,499 | 494 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,119 | 466 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 6,124 | 466 | 0.26% | 0.26% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINTRA WEALTH, LLC | History | No change | 5,917 | 458 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 5,970 | 454 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,959 | 453 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 5,880 | 447 | 0.2% | 0.2% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 5,850 | 445 | 0.14% | 0.14% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Connecticut Capital Management Group, LLC | History | No change | 5,776 | 439 | 0.35% | 0.35% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,334 | 438 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlas Private Wealth Advisors | History | No change | 5,696 | 433 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 5,663 | 431 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 5,557 | 423 | 0.47% | 0.47% | 194 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Fort Point Capital Partners LLC | History | No change | 5,518 | 420 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,359 | 408 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 5,350 | 407 | 0.2% | 0.2% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,226 | 398 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lotus Asset Management LLC | History | No change | 5,215 | 397 | 0.35% | 0.35% | 199 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BCS Wealth Management | History | No change | 5,197 | 395 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AtlasMark Financial, Inc | History | No change | 5,163 | 393 | 0.19% | 0.19% | 201 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,158 | 392 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Echo45 Advisors LLC | History | New | 5,000 | 391 | 0.18% | — | 204 | +5,000 | New | Q3 2026 | Oct 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 5,137 | 391 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 5,103 | 388 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 5,100 | 388 | 0.19% | 0.19% | 206 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 5,016 | 382 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | No change | 5,000 | 380 | 0.19% | 0.19% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Westmount Partners, LLC | History | No change | 4,969 | 378 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 4,928 | 375 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,807 | 366 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,789 | 365 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Everest Financial Group LLC | History | No change | 4,730 | 360 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 4,692 | 357 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 4,647 | 353 | 0.18% | 0.18% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HBK Sorce Advisory LLC | History | No change | 4,758 | 343 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Advisory Services, LLC | History | No change | 4,505 | 343 | 0.24% | 0.24% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TSFG, LLC | History | No change | 4,469 | 340 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Partners Group, Inc | History | No change | 4,429 | 337 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 4,417 | 336 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 4,414 | 336 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,274 | 324 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 4,207 | 320 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 4,137 | 315 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 4,148 | 315 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cypress Wealth Services, LLC | History | No change | 4,119 | 313 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,103 | 312 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GEM Asset Management, LLC | History | No change | 4,017 | 305 | 0.12% | 0.12% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cascade Financial Partners, LLC | History | No change | 4,000 | 304 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 4,056 | 300 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 3,945 | 300 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 3,919 | 298 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,900 | 297 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 3,795 | 289 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GenWealth Group, Inc. | History | No change | 3,790 | 288 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 3,746 | 285 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 3,719 | 283 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 3,721 | 283 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SPINNAKER TRUST | History | No change | 3,711 | 282 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,716 | 282 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 3,664 | 279 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 3,635 | 276 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 3,594 | 274 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allie Family Office LLC | History | No change | 3,570 | 271 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Evanson Financial, LLC | History | No change | 3,566 | 271 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Trilogy Capital Inc. | History | No change | 3,550 | 270 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| AlphaCore Capital LLC | History | No change | 3,543 | 269 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,500 | 266 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 3,480 | 265 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apella Capital, LLC | History | No change | 3,787 | 264 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 3,472 | 264 | 0.14% | 0.14% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Jacobi Capital Management LLC | History | No change | 3,462 | 263 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Berman McAleer LLC | History | No change | 3,450 | 262 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 3,381 | 257 | 0.1% | 0.1% | 254 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,367 | 256 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JB Capital LLC | History | No change | 3,374 | 256 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,310 | 252 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,266 | 248 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Shira Ridge Wealth Management | History | No change | 3,254 | 247 | 0.09% | 0.09% | 259 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SHP Wealth Management | History | No change | 3,186 | 242 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | No change | 3,151 | 240 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 3,125 | 237 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MONECO ADVISORS, LLC | History | No change | 3,100 | 236 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | No change | 3,085 | 235 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 3,093 | 235 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 3,075 | 234 | 0.2% | 0.2% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Madison Wealth Partners, Inc | History | No change | 3,041 | 231 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LGL PARTNERS, LLC | History | No change | 3,011 | 229 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 3,014 | 229 | 0.13% | 0.13% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 3,017 | 229 | 0.13% | 0.13% | 270 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Latitude Advisors, LLC | History | No change | 3,000 | 228 | 0.09% | 0.09% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,003 | 228 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| StoneX Group Inc. | History | No change | 2,984 | 227 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 2,954 | 225 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 2,935 | 223 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 2,910 | 221 | 0.09% | 0.09% | 276 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 4,569 | 220 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Falcon Wealth Planning | History | No change | 2,885 | 219 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,884 | 219 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carr Financial Group Corp | History | No change | 2,860 | 217 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 2,825 | 215 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 2,910 | 211 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,765 | 210 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,700 | 205 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Traynor Capital Management, Inc. | History | No change | 2,693 | 205 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,696 | 205 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,643 | 201 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parallel Advisors, LLC | History | No change | 2,619 | 199 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 2,458 | 187 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | No change | 2,419 | 184 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,418 | 176 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glassman Wealth Services | History | No change | 2,224 | 169 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,212 | 168 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2,040 | 155 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,000 | 146 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tidemark, LLC | History | No change | 1,871 | 142 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eukles Asset Management | History | No change | 1,765 | 134 | 0.06% | 0.06% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,742 | 132 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,700 | 129 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,690 | 128 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |