iSHARES TRUST - DGRO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 21,292,882 | 1,613,787 | 0.36% | 0.36% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 20,167,455 | 1,528,491 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 19,247,587 | 1,458,774 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 17,739,616 | 1,344,485 | 2.58% | 2.58% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 14,415,274 | 1,092,677 | 0.44% | 0.44% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 11,158,166 | 845,677 | 0.23% | 0.23% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,099,887 | 841,260 | 0.2% | 0.2% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Capital Investment Advisors, LLC | History | No change | 8,497,348 | 644,014 | 8.48% | 8.48% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,168,442 | 619,085 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 7,235,888 | 548,407 | 0.69% | 0.69% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,839,276 | 518,523 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,839,705 | 518,381 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,857,129 | 443,911 | 0.22% | 0.22% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 5,305,798 | 402,126 | 0.39% | 0.39% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,988,207 | 378,056 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,968,272 | 377,340 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 4,578,048 | 346,970 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 4,564,459 | 345,940 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 3,502,126 | 265,426 | 0.24% | 0.24% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,363,810 | 254,943 | 0.52% | 0.52% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 3,114,188 | 236,024 | 1.77% | 1.77% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,959,117 | 224,271 | 0.27% | 0.27% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,865,667 | 217,190 | 0.18% | 0.18% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,604,399 | 197,387 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 2,527,648 | 191,568 | 0.2% | 0.2% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,172,946 | 164,687 | 0.53% | 0.53% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,140,640 | 162,283 | 0.19% | 0.19% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 2,122,891 | 160,893 | 4.23% | 4.23% | 28 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2,036,157 | 154,320 | 2.84% | 2.84% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,709,200 | 129,540 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 1,530,327 | 115,983 | 0.16% | 0.16% | 31 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,443,278 | 109,365 | 0.65% | 0.65% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,441,791 | 109,273 | 0.51% | 0.51% | 33 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ProVise Management Group, LLC | History | No change | 1,430,575 | 108,423 | 7.27% | 7.27% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 1,329,183 | 100,738 | 0.75% | 0.75% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 1,327,069 | 100,578 | 1.93% | 1.93% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 1,274,825 | 96,619 | 2.76% | 2.76% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SHP Wealth Management | History | No change | 1,268,880 | 96,168 | 6.61% | 6.61% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 1,263,551 | 95,764 | 2.26% | 2.26% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 1,243,096 | 94,214 | 11.99% | 11.99% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HM PAYSON & CO | History | No change | 1,188,167 | 90,051 | 1.19% | 1.19% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 1,183,767 | 89,717 | 19.58% | 19.58% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ledyard National Bank | History | No change | 1,162,346 | 88,094 | 7.06% | 7.06% | 43 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,125,313 | 85,287 | 0.2% | 0.2% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 1,106,388 | 83,853 | 7.5% | 7.5% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Trust | History | No change | 1,039,043 | 78,749 | 6.07% | 6.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 980,791 | 74,334 | 0.34% | 0.34% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 958,011 | 72,607 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 953,486 | 72,264 | 0.22% | 0.22% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 930,162 | 70,497 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 840,366 | 63,691 | 2.28% | 2.28% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 839,061 | 63,592 | 4.93% | 4.93% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 821,294 | 61,917 | 4.57% | 4.74% | 53 | -3,931 | -0.48% | Q3 2026 | Oct 01, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 796,303 | 60,351 | 4.8% | 4.8% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 792,612 | 60,072 | 0.39% | 0.39% | 55 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| JGP Wealth Management, LLC | History | No change | 752,651 | 57,043 | 5.12% | 5.12% | 56 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 749,089 | 56,773 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 746,197 | 56,554 | 8.86% | 8.86% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 734,223 | 55,646 | 0.96% | 0.96% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 729,995 | 55,326 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 725,570 | 54,990 | 0.25% | 0.25% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | No change | 721,444 | 54,678 | 1.38% | 1.38% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 673,955 | 51,079 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 668,090 | 50,634 | 23.87% | 23.87% | 64 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bank of New York Mellon Corp | History | No change | 659,031 | 49,947 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 658,931 | 49,940 | 7.6% | 7.6% | 66 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Focus Partners Wealth | History | No change | 639,958 | 48,502 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 629,011 | 47,672 | 0.24% | 0.24% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 604,034 | 45,779 | 0.49% | 0.49% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XML Financial, LLC | History | No change | 585,875 | 44,403 | 3.23% | 3.23% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 576,397 | 43,685 | 0.87% | 0.87% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 569,971 | 43,198 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wolff Financial Management LLC | History | No change | 564,374 | 42,773 | 8.53% | 8.53% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Waverly Advisors, LLC | History | No change | 558,937 | 42,361 | 0.25% | 0.25% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 555,535 | 42,103 | 0.25% | 0.25% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DAGCO, INC. | History | No change | 541,427 | 41,034 | 7.58% | 7.58% | 76 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Scott Capital Advisors, LLC | History | No change | 539,471 | 40,886 | 6.4% | 6.4% | 77 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 536,322 | 40,647 | 2.62% | 2.62% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 521,597 | 39,531 | 0.37% | 0.37% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auto-Owners Insurance Co | History | No change | 514,500 | 38,993 | 0.88% | 0.88% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 507,127 | 38,435 | 4.23% | 4.23% | 81 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 506,229 | 38,367 | 2.19% | 2.19% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hughes Financial Services, LLC | History | No change | 483,103 | 36,614 | 4.85% | 4.85% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Analysts, LLC | History | No change | 453,330 | 34,358 | 0.79% | 0.79% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Silver Coast Investments LLC | History | No change | 447,671 | 33,928 | 10.1% | 10.1% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRB Wealth Management, LLC | History | No change | 447,648 | 33,927 | 4.52% | 4.52% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Altus Wealth Management, LLC | History | No change | 444,824 | 33,713 | 12.98% | 12.98% | 87 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 439,883 | 33,338 | 0.34% | 0.34% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Ion Advisors, LLC | History | No change | 428,139 | 32,448 | 2.8% | 2.8% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 422,469 | 32,018 | 3.71% | 3.71% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Provident Wealth Management, LLC | History | No change | 421,678 | 31,959 | 8.23% | 8.23% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 418,414 | 31,711 | 4.91% | 4.91% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 411,438 | 31,705 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 416,883 | 31,595 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 385,673 | 30,649 | 8.05% | 8.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 401,517 | 30,430 | 9.89% | 9.89% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gotham Asset Management, LLC | History | No change | 397,769 | 30,146 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 394,229 | 29,878 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Presidio Capital Management, LLC | History | No change | 393,622 | 29,832 | 7.46% | 7.46% | 99 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 389,302 | 29,505 | 15.82% | 15.82% | 100 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| &PARTNERS | History | No change | 382,727 | 29,055 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 375,939 | 28,492 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 369,200 | 27,981 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 362,153 | 27,447 | 5.24% | 5.24% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SVRN Asset Management, LLC | History | No change | 352,342 | 26,703 | 13.73% | 13.73% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davidson Capital Management Inc. | History | No change | 351,056 | 26,606 | 4.26% | 4.26% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 339,666 | 25,743 | 6.46% | 6.46% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 334,542 | 25,354 | 4.69% | 4.69% | 108 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Atria Investments, Inc | History | No change | 333,705 | 25,291 | 0.25% | 0.25% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 332,548 | 25,203 | 0.15% | 0.15% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 331,194 | 25,101 | 0.3% | 0.3% | 111 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 326,243 | 24,725 | 2.59% | 2.59% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Meridian Financial Partners LLC | History | No change | 317,378 | 24,628 | 8.4% | 8.4% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allegheny Financial Group | History | No change | 323,740 | 24,536 | 2.6% | 2.6% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CHOREO, LLC | History | No change | 322,205 | 24,419 | 0.27% | 0.27% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 318,100 | 24,108 | 1.36% | 1.36% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 317,525 | 24,065 | 2.43% | 2.43% | 117 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Powers Advisory Group, LLC | History | No change | 317,138 | 24,035 | 7.53% | 7.53% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | No change | 315,607 | 23,919 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 310,091 | 23,512 | 0.34% | 0.34% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 309,991 | 23,494 | 0.12% | 0.12% | 121 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VICUS CAPITAL | History | No change | 309,153 | 23,430 | 1.51% | 1.51% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 307,634 | 23,320 | 0.13% | 0.13% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 305,817 | 23,177 | 1.61% | 1.61% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORTON COMMUNITY BANK | History | No change | 300,284 | 22,758 | 4.63% | 4.63% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 298,595 | 22,630 | 1.15% | 1.15% | 126 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 289,676 | 21,954 | 0.54% | 0.54% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 275,263 | 20,862 | 0.7% | 0.7% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | No change | 274,583 | 20,810 | 0.12% | 0.12% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 267,041 | 20,239 | 4.9% | 4.9% | 130 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Madison Wealth Partners, Inc | History | No change | 266,037 | 20,162 | 2.57% | 2.57% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 265,749 | 20,141 | 1.0% | 1.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atwater Malick LLC | History | No change | 264,081 | 20,014 | 4.36% | 4.36% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 263,828 | 19,995 | 0.1% | 0.1% | 134 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| W1M Asset Management Ltd | History | No change | 260,961 | 19,775 | 0.18% | 0.18% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 259,102 | 19,637 | 0.3% | 0.3% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accel Wealth Management | History | No change | 258,988 | 19,628 | 4.42% | 4.42% | 137 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Objectivity Squared, LLC | History | No change | 257,674 | 19,529 | 11.0% | 11.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 255,392 | 19,356 | 1.05% | 1.05% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 255,329 | 19,351 | 0.36% | 0.36% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 46 Peaks LLC | History | No change | 243,630 | 18,464 | 11.61% | 11.61% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 243,115 | 18,425 | 3.4% | 3.4% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 242,848 | 18,405 | 4.51% | 4.51% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Planning LLC | History | No change | 240,778 | 18,248 | 5.31% | 5.31% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFS Advisors, LLC | History | No change | 240,027 | 18,191 | 8.71% | 8.71% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| truNorth Financial Services, Inc. | History | No change | 236,045 | 17,889 | 16.02% | 16.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LifeGoal Investments, LLC | History | No change | 232,615 | 17,629 | 8.07% | 8.07% | 147 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PFS Partners, LLC | History | No change | 231,763 | 17,565 | 7.11% | 7.11% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tandem Wealth Advisors LLC | History | No change | 231,146 | 17,518 | 6.97% | 6.97% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FourThought Financial Partners, LLC | History | No change | 224,977 | 17,050 | 1.32% | 1.32% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PSI Advisors, LLC | History | No change | 222,060 | 16,829 | 3.91% | 3.91% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 220,075 | 16,679 | 0.47% | 0.47% | 152 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 218,684 | 16,574 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Well Done, LLC | History | No change | 218,014 | 16,523 | 2.22% | 2.22% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Eagle Strategies LLC | History | No change | 216,385 | 16,399 | 1.63% | 1.63% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 206,662 | 15,662 | 9.46% | 9.46% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Planning Strategies Inc. | History | Added to | 205,989 | 15,529 | 9.19% | 9.71% | 157 | +633 | 0.31% | Q3 2026 | Oct 02, 2026 |
| FC Advisory LLC | History | Added to | 205,021 | 15,456 | 4.05% | 4.0% | 158 | +5,648 | 2.83% | Q3 2026 | Oct 05, 2026 |
| TBH Global Asset Management, LLC | History | No change | 202,793 | 15,369 | 2.82% | 2.82% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 202,235 | 15,327 | 3.07% | 3.07% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Argent Advisors, Inc. | History | No change | 201,942 | 15,305 | 3.83% | 3.83% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 200,797 | 15,218 | 0.97% | 0.97% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Investment Management, LLC | History | No change | 200,621 | 15,205 | 0.55% | 0.55% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gimbal Financial | History | No change | 199,017 | 15,083 | 9.27% | 9.27% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthShield Partners, LLC | History | No change | 198,534 | 15,046 | 2.3% | 2.3% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 197,951 | 15,002 | 0.13% | 0.13% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthPLAN Partners, LLC | History | No change | 197,583 | 14,974 | 2.86% | 2.86% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 197,441 | 14,964 | 2.88% | 2.88% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Karpus Management, Inc. | History | No change | 196,580 | 14,898 | 0.43% | 0.43% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 195,870 | 14,844 | 0.46% | 0.46% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 195,545 | 14,820 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 191,180 | 14,489 | 0.6% | 0.6% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 189,213 | 14,340 | 1.69% | 1.69% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 183,920 | 13,939 | 0.15% | 0.15% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 183,918 | 13,939 | 0.21% | 0.21% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 183,544 | 13,910 | 0.15% | 0.15% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 181,702 | 13,771 | 6.64% | 6.64% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 179,066 | 13,571 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Journey Advisory Group, LLC | History | No change | 175,501 | 13,301 | 1.02% | 1.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atlas Private Wealth Advisors | History | No change | 175,430 | 13,295 | 2.91% | 2.91% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 173,693 | 13,164 | 0.57% | 0.57% | 181 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TriaGen Wealth Management LLC | History | No change | 172,855 | 13,100 | 3.28% | 3.28% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rothschild Wealth LLC | History | No change | 172,085 | 13,042 | 1.04% | 1.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 171,292 | 12,982 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 170,472 | 12,920 | 0.41% | 0.41% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 169,242 | 12,826 | 0.14% | 0.14% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 166,849 | 12,645 | 0.14% | 0.14% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 165,451 | 12,539 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Colonial Trust Co / SC | History | No change | 165,404 | 12,535 | 1.59% | 1.59% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 163,676 | 12,404 | 0.41% | 0.41% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 162,827 | 12,340 | 0.23% | 0.23% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 162,707 | 12,331 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fairway Financial, LLC | History | No change | 161,709 | 12,255 | 8.38% | 8.38% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | No change | 156,492 | 11,947 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 157,628 | 11,946 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COFG Advisors, LLC | History | No change | 156,900 | 11,891 | 2.05% | 2.05% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | No change | 156,523 | 11,862 | 1.5% | 1.5% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 154,866 | 11,737 | 5.74% | 5.74% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 153,213 | 11,612 | 0.1% | 0.1% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Targeted Financial Services LLC | History | No change | 152,836 | 11,583 | 8.55% | 8.55% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 151,090 | 11,451 | 0.47% | 0.47% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CVA Family Office, LLC | History | No change | 150,918 | 11,438 | 1.04% | 1.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 150,697 | 11,421 | 0.13% | 0.13% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 150,174 | 11,381 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 148,966 | 11,290 | 6.06% | 6.06% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 148,082 | 11,223 | 0.69% | 0.69% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 147,532 | 11,181 | 0.54% | 0.54% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 146,650 | 11,114 | 0.09% | 0.09% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 146,031 | 11,067 | 1.91% | 1.91% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SFAM, LLC | History | No change | 145,800 | 11,050 | 9.01% | 9.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 143,805 | 10,898 | 4.45% | 4.45% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 143,317 | 10,862 | 0.17% | 0.17% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 143,182 | 10,851 | 0.39% | 0.39% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 142,925 | 10,832 | 0.54% | 0.54% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modus Advisors, LLC | History | No change | 141,840 | 10,750 | 2.65% | 2.65% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 141,800 | 10,747 | 1.31% | 1.31% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 154,736 | 10,741 | 1.51% | 1.51% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shepherd Financial Partners LLC | History | No change | 141,358 | 10,713 | 0.88% | 0.88% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Princeton Global Asset Management LLC | History | No change | 139,603 | 10,580 | 1.52% | 1.52% | 219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 139,388 | 10,564 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 139,331 | 10,559 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 139,275 | 10,555 | 0.4% | 0.4% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | No change | 139,109 | 10,543 | 0.52% | 0.52% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | No change | 138,845 | 10,508 | 0.17% | 0.17% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 136,653 | 10,356 | 0.14% | 0.14% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HF Advisory Group, LLC | History | No change | 136,472 | 10,343 | 3.2% | 3.2% | 226 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Investment Counsel, LLC | History | No change | 135,187 | 10,245 | 1.27% | 1.27% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 135,126 | 10,241 | 0.21% | 0.21% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 134,517 | 10,195 | 1.17% | 1.17% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Blueprint, LLC | History | No change | 134,239 | 10,173 | 0.51% | 0.51% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bernard Wealth Management Corp. | History | No change | 131,993 | 10,003 | 3.69% | 3.69% | 231 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 131,651 | 9,977 | 2.39% | 2.39% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Custos Family Office, LLC | History | No change | 130,066 | 9,857 | 5.91% | 5.91% | 233 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 129,588 | 9,821 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crews Bank & Trust | History | No change | 126,951 | 9,621 | 1.26% | 1.26% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 126,480 | 9,585 | 3.05% | 3.05% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wright Wealth LLC | History | No change | 125,618 | 9,520 | 5.72% | 5.72% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 125,526 | 9,513 | 0.43% | 0.43% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Royal Fund Management, LLC | History | No change | 125,302 | 9,496 | 0.79% | 0.79% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Philip James Wealth Mangement, LLC | History | No change | 125,283 | 9,486 | 1.07% | 1.07% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 123,793 | 9,402 | 0.5% | 0.5% | 241 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 123,859 | 9,387 | 4.51% | 4.51% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 123,600 | 9,367 | 0.54% | 0.54% | 243 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hoese & Co LLP | History | No change | 123,301 | 9,344 | 6.07% | 6.07% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AlphaCore Capital LLC | History | No change | 122,979 | 9,320 | 0.17% | 0.17% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 120,776 | 9,307 | 3.34% | 3.34% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 121,680 | 9,222 | 0.32% | 0.32% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 121,244 | 9,189 | 3.32% | 3.32% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 120,701 | 9,147 | 0.91% | 0.91% | 249 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 120,428 | 9,127 | 3.41% | 3.41% | 250 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NorthRock Partners, LLC | History | No change | 119,358 | 9,046 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 119,253 | 9,038 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arkos Global Advisors | History | No change | 118,916 | 9,013 | 1.07% | 1.07% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madson Wealth Advisors Inc | History | No change | 118,526 | 8,983 | 6.11% | 6.11% | 254 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 118,154 | 8,954 | 0.56% | 0.56% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 117,512 | 8,906 | 5.65% | 5.65% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 115,466 | 8,751 | 1.04% | 1.04% | 257 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 115,370 | 8,743 | 0.24% | 0.24% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Professional Financial Advisors, LLC | History | No change | 115,292 | 8,738 | 1.51% | 1.51% | 259 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 115,195 | 8,730 | 0.54% | 0.54% | 260 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 115,068 | 8,721 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 115,058 | 8,720 | 1.95% | 1.95% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Autumn Glory Partners, LLC | History | No change | 114,631 | 8,687 | 2.46% | 2.46% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prota Financial, LLC | History | No change | 114,115 | 8,684 | 5.72% | 5.72% | 264 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Crumly & Associates Inc. | History | No change | 114,563 | 8,682 | 1.66% | 1.66% | 265 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 114,293 | 8,662 | 3.11% | 3.11% | 266 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Brookstone Capital Management | History | No change | 114,039 | 8,642 | 0.09% | 0.09% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pearl Planning LLC | History | No change | 113,556 | 8,606 | 3.96% | 3.96% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EQ LLC | History | No change | 113,532 | 8,604 | 2.11% | 2.11% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Matisse Capital | History | No change | 111,661 | 8,462 | 3.39% | 3.39% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TME FINANCIAL, INC. | History | No change | 111,584 | 8,456 | 5.22% | 5.22% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 110,844 | 8,400 | 1.65% | 1.65% | 272 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 110,648 | 8,386 | 1.41% | 1.41% | 273 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LGL PARTNERS, LLC | History | No change | 110,630 | 8,384 | 3.07% | 3.07% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 110,498 | 8,374 | 2.98% | 2.98% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keeler Thomas Management LLC | History | No change | 110,156 | 8,348 | 2.96% | 2.96% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 107,581 | 8,153 | 0.97% | 0.97% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fiduciary Alliance LLC | History | No change | 107,569 | 8,152 | 0.55% | 0.55% | 278 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AtlasMark Financial, Inc | History | No change | 106,864 | 8,099 | 3.99% | 3.99% | 279 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 106,824 | 8,096 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 106,728 | 8,088 | 2.44% | 2.44% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 106,477 | 8,069 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 106,210 | 8,049 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 102,799 | 8,038 | 0.13% | 0.13% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 102,799 | 8,038 | 0.13% | 0.13% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 104,774 | 7,940 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alhambra Investment Management LLC | History | No change | 104,316 | 7,906 | 3.45% | 3.45% | 287 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tempo Wealth, LLC | History | No change | 104,195 | 7,896 | 1.17% | 1.17% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 103,972 | 7,880 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 103,646 | 7,855 | 0.32% | 0.32% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 103,388 | 7,835 | 1.61% | 1.61% | 291 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 103,228 | 7,823 | 4.21% | 4.21% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 103,140 | 7,817 | 0.49% | 0.49% | 293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 101,540 | 7,695 | 0.16% | 0.16% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carr Financial Group Corp | History | No change | 101,447 | 7,688 | 1.77% | 1.77% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 101,054 | 7,658 | 0.28% | 0.28% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 100,823 | 7,641 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Group Ltd | History | No change | 100,102 | 7,586 | 1.45% | 1.45% | 298 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 99,517 | 7,542 | 0.53% | 0.53% | 299 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Towercrest Capital Management | History | No change | 97,675 | 7,403 | 1.03% | 1.03% | 300 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |