iSHARES TRUST - DSI
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 | 4,231,965 | 602,589 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,741,833 | 248,019 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,405,229 | 200,090 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,229,365 | 175,049 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,193,065 | 169,880 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,156,395 | 163,063 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 797,286 | 117,059 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 444,726 | 62,989 | 3.94% | 3.94% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 407,533 | 58,028 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 337,922 | 48,117 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 335,917 | 47,810 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 322,658 | 45,943 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 318,940 | 45,413 | 0.22% | 0.22% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 302,319 | 43,047 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 298,963 | 42,569 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 280,073 | 39,879 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 279,901 | 39,855 | 11.68% | 11.68% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 227,210 | 32,352 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 221,547 | 31,546 | 0.48% | 0.48% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 214,635 | 30,561 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 210,927 | 30,033 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 204,758 | 29,155 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 177,439 | 25,265 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 176,795 | 25,173 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 174,483 | 24,849 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 163,637 | 23,300 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 163,472 | 23,277 | 0.15% | 0.15% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 160,692 | 22,880 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 157,186 | 22,381 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| National Philanthropic Trust | History | No change | 148,426 | 21,134 | 0.31% | 0.31% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 146,353 | 20,839 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 146,299 | 20,831 | 0.42% | 0.42% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gemmer Asset Management LLC | History | No change | 139,453 | 19,856 | 1.33% | 1.33% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Wealth | History | No change | 137,461 | 19,573 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 129,159 | 18,390 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 128,700 | 18,325 | 2.38% | 2.38% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 111,675 | 15,901 | 0.52% | 0.52% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 103,448 | 14,730 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Investments, LLC | History | No change | 97,760 | 13,920 | 0.54% | 0.54% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | No change | 96,438 | 13,731 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 94,728 | 13,488 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 93,250 | 13,251 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Francis Financial, Inc. | History | No change | 90,492 | 12,885 | 2.11% | 2.11% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 88,429 | 12,591 | 2.77% | 2.77% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 85,793 | 12,216 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mascoma Wealth Management LLC | History | No change | 76,421 | 10,881 | 2.02% | 2.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 70,793 | 10,080 | 0.31% | 0.31% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 70,077 | 9,978 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCS Capital Management LLC | History | No change | 69,138 | 9,844 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 68,173 | 9,707 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 66,537 | 9,474 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 64,692 | 9,211 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 63,094 | 8,983 | 0.11% | 0.11% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ST GERMAIN D J CO INC | History | No change | 62,499 | 8,899 | 0.32% | 0.32% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brio Consultants, LLC | History | No change | 62,504 | 8,899 | 1.04% | 1.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANZ SE | History | No change | 61,222 | 8,717 | 0.09% | 0.09% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 57,179 | 8,141 | 1.06% | 1.06% | 57 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 56,840 | 8,093 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Perigon Wealth Management, LLC | History | No change | 56,065 | 7,983 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASPIRIANT, LLC | History | No change | 54,986 | 7,829 | 0.19% | 0.19% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HEADINVEST, LLC | History | No change | 54,789 | 7,801 | 1.45% | 1.45% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 54,735 | 7,793 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 53,521 | 7,620 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SOFI WEALTH, LLC | History | No change | 52,019 | 7,406 | 0.3% | 0.3% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 50,722 | 7,222 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 49,560 | 7,056 | 0.13% | 0.13% | 66 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 46,578 | 6,632 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gradient Investments LLC | History | No change | 44,958 | 6,401 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 44,834 | 6,383 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dunhill Financial, LLC | History | No change | 44,668 | 6,361 | 1.3% | 1.3% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 43,915 | 6,253 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 41,527 | 5,913 | 4.14% | 4.14% | 72 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 40,390 | 5,751 | 4.08% | 4.08% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Columbia Bank | History | No change | 39,864 | 5,676 | 1.27% | 1.27% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 39,487 | 5,622 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 38,643 | 5,351 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 37,363 | 5,320 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthfront Advisers LLC | History | No change | 36,839 | 5,245 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| One Wealth Advisors, LLC | History | No change | 36,755 | 5,233 | 0.58% | 0.58% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moment Partners, LLC | History | No change | 36,426 | 5,186 | 0.93% | 0.93% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Neumann Capital Management, LLC | History | No change | 35,201 | 5,012 | 3.32% | 3.32% | 81 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Diversified Enterprises, LLC | History | No change | 35,137 | 5,003 | 0.24% | 0.24% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 34,699 | 4,940 | 0.92% | 0.92% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 34,476 | 4,909 | 2.54% | 2.54% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GeoWealth Management, LLC | History | No change | 33,636 | 4,789 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | No change | 33,404 | 4,756 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Planning LLC | History | No change | 33,390 | 4,754 | 2.1% | 2.1% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 32,487 | 4,625 | 0.15% | 0.15% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 32,101 | 4,570 | 0.75% | 0.75% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BAILARD, INC. | History | No change | 31,664 | 4,508 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Erste Asset Management GmbH | History | No change | 36,621 | 4,456 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 31,148 | 4,435 | 1.12% | 1.12% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 30,923 | 4,403 | 1.86% | 1.86% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 30,473 | 4,354 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | No change | 30,371 | 4,324 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORBES J M & CO LLP | History | No change | 29,548 | 4,207 | 0.33% | 0.33% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 29,530 | 4,204 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 29,053 | 4,136 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 28,901 | 4,120 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BBR PARTNERS, LLC | History | No change | 28,552 | 4,065 | 0.19% | 0.19% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 28,513 | 4,059 | 0.44% | 0.44% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 28,329 | 4,033 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 28,071 | 3,997 | 0.11% | 0.11% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 27,938 | 3,978 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Management, LLC | History | No change | 27,556 | 3,923 | 1.34% | 1.34% | 105 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 26,397 | 3,758 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 26,144 | 3,722 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 25,928 | 3,690 | 0.49% | 0.49% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gibson Capital, LLC | History | No change | 24,715 | 3,519 | 0.58% | 0.58% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 24,616 | 3,505 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 24,589 | 3,501 | 0.33% | 0.33% | 111 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Creekside Partners | History | No change | 24,488 | 3,486 | 1.26% | 1.26% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Eley Financial Management, Inc | History | No change | 24,361 | 3,468 | 1.12% | 1.12% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 23,703 | 3,375 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 23,600 | 3,360 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 23,594 | 3,359 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accredited Investors Inc. | History | No change | 23,591 | 3,359 | 0.15% | 0.15% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 23,380 | 3,329 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quantinno Capital Management LP | History | No change | 23,105 | 3,289 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stanich Group LLC | History | No change | 23,005 | 3,275 | 2.06% | 2.06% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 22,656 | 3,225 | 1.56% | 1.56% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 22,588 | 3,216 | 1.73% | 1.73% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | No change | 22,154 | 3,154 | 2.11% | 2.11% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 22,042 | 3,138 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 21,863 | 3,113 | 0.29% | 0.29% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 22,509 | 3,102 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALTFEST L J & CO INC | History | No change | 21,630 | 3,079 | 0.3% | 0.3% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 21,272 | 3,028 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 21,025 | 2,993 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharkey, Howes & Javer | History | No change | 20,930 | 2,980 | 0.36% | 0.36% | 130 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 20,791 | 2,960 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Shepherd Financial Partners LLC | History | No change | 20,685 | 2,945 | 0.24% | 0.24% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 20,417 | 2,907 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 20,139 | 2,867 | 0.61% | 0.61% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BigSur Wealth Management LLC | History | No change | 20,000 | 2,847 | 0.69% | 0.69% | 135 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 19,785 | 2,817 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 19,346 | 2,754 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 19,226 | 2,737 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 19,027 | 2,709 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Boston Trust Walden Corp | History | No change | 19,003 | 2,705 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Modera Wealth Management, LLC | History | No change | 18,986 | 2,703 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 18,936 | 2,696 | 0.34% | 0.34% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Impact Investors, Inc | History | No change | 18,603 | 2,648 | 1.94% | 1.94% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 18,416 | 2,622 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 18,412 | 2,621 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 17,561 | 2,500 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 17,504 | 2,492 | 0.32% | 0.32% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SigFig Wealth Management, LLC | History | No change | 17,526 | 2,471 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 17,168 | 2,444 | 0.25% | 0.25% | 149 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | No change | 16,669 | 2,373 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 16,481 | 2,346 | 1.81% | 1.81% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 16,456 | 2,343 | 1.0% | 1.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,432 | 2,339 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bangor Savings Bank | History | No change | 16,243 | 2,312 | 0.17% | 0.17% | 154 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 16,050 | 2,285 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hilltop Holdings Inc. | History | No change | 15,928 | 2,267 | 0.18% | 0.18% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 15,515 | 2,209 | 0.98% | 0.98% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 14,951 | 2,185 | 0.06% | 0.06% | 158 | +30 | 0.2% | Q3 2026 | Oct 02, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 15,041 | 2,141 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICUS CAPITAL | History | No change | 14,977 | 2,132 | 0.14% | 0.14% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 14,726 | 2,096 | 0.41% | 0.41% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investors Research Corp | History | No change | 14,694 | 2,092 | 0.37% | 0.37% | 162 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PFG Advisors | History | No change | 14,270 | 2,031 | 0.1% | 0.1% | 163 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 14,238 | 2,027 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HRT FINANCIAL LP | History | No change | 14,027 | 1,997 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 13,893 | 1,978 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Spire Wealth Management | History | No change | 13,849 | 1,971 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 13,785 | 1,962 | 0.16% | 0.16% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Insights, Inc. | History | No change | 13,724 | 1,954 | 0.51% | 0.51% | 169 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| 1015 Capital Partners, LLC | History | No change | 13,580 | 1,933 | 1.62% | 1.62% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apollon Wealth Management, LLC | History | No change | 13,575 | 1,932 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighPoint Advisor Group LLC | History | No change | 13,534 | 1,927 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 13,254 | 1,887 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 13,257 | 1,887 | 0.24% | 0.24% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,227 | 1,883 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Continuum Advisory, LLC | History | No change | 12,958 | 1,845 | 0.15% | 0.15% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 12,909 | 1,838 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 12,865 | 1,831 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Great Diamond Partners, LLC | History | No change | 12,736 | 1,813 | 0.31% | 0.31% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WHI TRUST Co LLC | History | No change | 12,280 | 1,748 | 1.13% | 1.13% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 12,174 | 1,733 | 0.11% | 0.11% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 12,175 | 1,733 | 0.07% | 0.07% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 12,156 | 1,730 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 12,149 | 1,729 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 12,068 | 1,718 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 12,062 | 1,717 | 0.29% | 0.29% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WoodTrust Financial Corp | History | No change | 12,029 | 1,713 | 0.2% | 0.2% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bensler, LLC | History | No change | 11,975 | 1,705 | 0.15% | 0.15% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,694 | 1,665 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 11,675 | 1,662 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 11,312 | 1,609 | 0.23% | 0.23% | 191 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| POTENTIA WEALTH | History | No change | 11,294 | 1,608 | 0.66% | 0.66% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 11,221 | 1,598 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | No change | 11,417 | 1,576 | 0.12% | 0.12% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 12,961 | 1,570 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Focus Financial Network, Inc. | History | No change | 10,974 | 1,562 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WHITTIER TRUST CO | History | No change | 10,892 | 1,552 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10,872 | 1,538 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10,764 | 1,532 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 10,612 | 1,511 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NorthRock Partners, LLC | History | No change | 10,521 | 1,498 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | No change | 10,289 | 1,465 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 10,254 | 1,460 | 0.31% | 0.31% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 10,100 | 1,438 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Decker Retirement Planning Inc. | History | No change | 9,910 | 1,411 | 0.48% | 0.48% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RFG Advisory, LLC | History | No change | 9,868 | 1,405 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Main Street Group, LTD | History | No change | 9,634 | 1,371 | 0.32% | 0.32% | 207 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 9,488 | 1,351 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 9,364 | 1,333 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 9,194 | 1,309 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 9,072 | 1,291 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 8,945 | 1,273 | 0.31% | 0.31% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Regal Investment Advisors LLC | History | No change | 8,928 | 1,271 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Partners, LLC | History | No change | 8,798 | 1,252 | 0.29% | 0.29% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,668 | 1,234 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CITIGROUP INC | History | No change | 8,491 | 1,209 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MA Private Wealth | History | No change | 8,424 | 1,199 | 0.18% | 0.18% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 8,235 | 1,172 | 0.12% | 0.12% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 8,177 | 1,164 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clean Yield Group | History | No change | 8,000 | 1,139 | 0.28% | 0.28% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 7,874 | 1,121 | 0.34% | 0.34% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,794 | 1,109 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 7,665 | 1,091 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acropolis Investment Management, LLC | History | No change | 7,528 | 1,071 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 7,500 | 1,067 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 8,678 | 1,061 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harfst & Associates, Inc. | History | No change | 7,395 | 1,052 | 0.16% | 0.16% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allred Capital Management, LLC | History | No change | 7,372 | 1,049 | 0.34% | 0.34% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 7,359 | 1,047 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 7,232 | 1,029 | 0.22% | 0.22% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 7,228 | 1,029 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 7,206 | 1,026 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRST HORIZON CORP | History | No change | 7,116 | 1,013 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| One Capital Management, LLC | History | No change | 8,320 | 1,008 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | No change | 7,065 | 1,005 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AlphaCore Capital LLC | History | No change | 7,059 | 1,005 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 7,098 | 1,001 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 6,970 | 992 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,908 | 983 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hills Bank & Trust Co | History | No change | 6,885 | 980 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,887 | 980 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 6,887 | 980 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Solutions Group, LLC | History | No change | 6,827 | 972 | 0.33% | 0.33% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,778 | 965 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Advisory Team LLC | History | No change | 6,645 | 946 | 0.77% | 0.77% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 6,613 | 941 | 0.32% | 0.32% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 6,569 | 935 | 0.26% | 0.26% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 6,564 | 934 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 6,520 | 928 | 0.15% | 0.15% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversify Advisory Services, LLC | History | No change | 6,747 | 928 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 6,747 | 928 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 6,511 | 927 | 0.17% | 0.17% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 6,502 | 925 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Destination Wealth Management | History | No change | 6,489 | 923 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 6,482 | 922 | 0.08% | 0.08% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Halter Ferguson Financial Inc. | History | No change | 6,469 | 921 | 0.15% | 0.15% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VERITY Wealth Advisors | History | No change | 6,355 | 904 | 0.55% | 0.55% | 257 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Keystone Financial Services | History | No change | 6,355 | 904 | 0.23% | 0.23% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 6,220 | 885 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 6,222 | 885 | 0.21% | 0.21% | 260 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Peak Financial Management, Inc. | History | No change | 6,191 | 881 | 0.2% | 0.2% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 6,185 | 880 | 0.12% | 0.12% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,156 | 876 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 6,119 | 871 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 6,096 | 867 | 0.79% | 0.79% | 265 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 6,086 | 866 | 0.14% | 0.14% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | No change | 6,075 | 865 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Pacific Financial | History | No change | 6,059 | 862 | 0.1% | 0.1% | 268 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fortis Capital Management LLC | History | No change | 6,046 | 860 | 0.1% | 0.1% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 6,027 | 858 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 6,000 | 854 | 0.08% | 0.08% | 271 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 5,977 | 851 | 0.7% | 0.7% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,932 | 844 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Frisch Financial Group, Inc. | History | No change | 5,917 | 842 | 0.14% | 0.14% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 5,840 | 831 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealth Analytics Partners, LLC | History | No change | 5,763 | 820 | 0.3% | 0.3% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prism Advisors, Inc. | History | No change | 5,749 | 818 | 0.2% | 0.2% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,698 | 811 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 5,686 | 809 | 0.61% | 0.61% | 279 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Midwest Trust Co | History | No change | 5,651 | 804 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ledyard National Bank | History | No change | 5,584 | 795 | 0.06% | 0.06% | 281 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Elyxium Wealth, LLC | History | No change | 5,568 | 792 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 5,535 | 788 | 0.27% | 0.27% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 5,500 | 783 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cadia Private Client LLC | History | No change | 5,445 | 775 | 0.56% | 0.56% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Members Trust Co | History | No change | 5,349 | 761 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RCS Financial Planning, LLC | History | No change | 5,324 | 758 | 0.36% | 0.36% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brooklyn FI, LLC | History | No change | 5,390 | 757 | 0.14% | 0.14% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marathon Wealth Advisors LLC | History | No change | 5,307 | 755 | 0.26% | 0.26% | 289 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 5,301 | 754 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rede Wealth, LLC | History | No change | 5,273 | 750 | 0.25% | 0.25% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Compound Planning, Inc. | History | No change | 5,262 | 749 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Finley Financial, LLC | History | No change | 5,260 | 748 | 0.3% | 0.3% | 293 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Montecito Bank & Trust | History | No change | 5,098 | 745 | 0.11% | 0.11% | 294 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Kathmere Capital Management, LLC | History | No change | 5,236 | 745 | 0.04% | 0.04% | 295 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Milestone Investment Advisors LLC | History | No change | 5,237 | 745 | 0.16% | 0.16% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNS J W & CO INC/NY | History | No change | 5,185 | 738 | 0.08% | 0.08% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| S.A. Mason LLC | History | No change | 5,153 | 733 | 0.23% | 0.23% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Navigation Group, LLC | History | No change | 5,088 | 724 | 0.14% | 0.14% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WNY Asset Management, LLC | History | No change | 5,067 | 721 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |