iSHARES TRUST - EAGG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 23,292,198 | 1,104,283 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,436,452 | 449,269 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,411,309 | 256,550 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,247,541 | 201,375 | 0.25% | 0.25% | 4 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LPL Financial LLC | History | No change | 3,183,154 | 150,913 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,306,154 | 109,334 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 1,971,318 | 93,460 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,950,256 | 92,461 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,930,868 | 91,542 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 1,812,365 | 85,924 | 0.15% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,577,910 | 74,808 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,061,035 | 50,303 | 0.24% | 0.24% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 995,963 | 47,218 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| M&T BANK CORP | History | No change | 922,559 | 43,738 | 0.13% | 0.13% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 878,393 | 41,644 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 742,934 | 35,227 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 737,050 | 34,943 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 728,269 | 34,527 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 690,130 | 32,719 | 0.18% | 0.18% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 672,538 | 31,885 | 0.73% | 0.73% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 624,666 | 29,615 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 591,209 | 28,029 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 544,699 | 25,824 | 0.3% | 0.3% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 544,648 | 24,937 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | No change | 495,365 | 23,485 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Olde Wealth Management, LLC | History | No change | 490,066 | 23,234 | 6.58% | 6.58% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Destination Wealth Management | History | No change | 482,719 | 22,885 | 0.53% | 0.53% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 455,646 | 21,602 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 414,082 | 19,631 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 404,781 | 19,190 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 399,763 | 18,952 | 0.18% | 0.18% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 396,216 | 18,784 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 370,309 | 17,556 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 361,452 | 17,147 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 354,979 | 16,829 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 368,424 | 16,671 | 0.2% | 0.21% | 36 | +1,191 | 0.32% | Q3 2026 | Oct 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 331,668 | 15,724 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 313,001 | 14,839 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 309,924 | 14,694 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 298,887 | 14,170 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accredited Investors Inc. | History | No change | 286,286 | 13,572 | 0.59% | 0.59% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 267,862 | 12,699 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 263,451 | 12,490 | 1.75% | 1.75% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 258,330 | 12,247 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Facet Wealth, Inc. | History | No change | 258,165 | 12,239 | 0.18% | 0.18% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 240,524 | 11,403 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 239,778 | 11,367 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Added to | 251,660 | 11,362 | 0.14% | 0.16% | 48 | +15,464 | 6.55% | Q3 2026 | Oct 08, 2026 |
| WESBANCO BANK INC | History | No change | 232,750 | 11,034 | 0.27% | 0.27% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 230,813 | 10,942 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 230,463 | 10,926 | 7.02% | 7.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Garde Capital, Inc. | History | No change | 209,602 | 9,937 | 0.45% | 0.45% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 208,970 | 9,907 | 0.13% | 0.13% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | No change | 200,319 | 9,497 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 199,212 | 9,408 | 1.16% | 1.16% | 55 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 197,858 | 9,380 | 0.28% | 0.28% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 195,520 | 9,304 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atomic Invest LLC | History | No change | 194,037 | 9,235 | 0.81% | 0.81% | 58 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| ROYAL BANK OF CANADA | History | No change | 189,690 | 8,992 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 178,326 | 8,454 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 177,037 | 8,393 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 173,461 | 8,223 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| eCIO, Inc. | History | No change | 164,204 | 7,784 | 2.19% | 2.19% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Wealth Advisors, LLC | History | No change | 162,221 | 7,690 | 0.85% | 0.85% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 154,210 | 7,311 | 2.56% | 2.56% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 152,746 | 7,241 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 149,742 | 7,099 | 5.03% | 5.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 148,835 | 7,056 | 1.29% | 1.29% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 145,960 | 6,920 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 143,276 | 6,792 | 1.26% | 1.26% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 142,142 | 6,738 | 0.17% | 0.17% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthfront Advisers LLC | History | No change | 135,801 | 6,438 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 134,712 | 6,386 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NEPC LLC | History | No change | 130,692 | 6,196 | 0.12% | 0.12% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 130,455 | 6,184 | 0.67% | 0.67% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 127,248 | 6,033 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 123,043 | 5,833 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 122,989 | 5,830 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 120,842 | 5,729 | 1.41% | 1.41% | 79 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 119,767 | 5,678 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | No change | 116,709 | 5,533 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stewardship Advisors, LLC | History | No change | 112,243 | 5,321 | 1.11% | 1.11% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 111,410 | 5,281 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Brio Consultants, LLC | History | No change | 109,222 | 5,178 | 0.61% | 0.61% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 109,273 | 5,155 | 0.68% | 0.68% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Architects, LLC | History | No change | 105,802 | 5,016 | 0.4% | 0.4% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| World Investment Advisors | History | No change | 100,902 | 4,797 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharkey, Howes & Javer | History | No change | 100,768 | 4,777 | 0.58% | 0.58% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GeoWealth Management, LLC | History | No change | 97,647 | 4,629 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 97,542 | 4,624 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Global Endowment Management, LP | History | No change | 93,604 | 4,438 | 0.45% | 0.45% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 93,618 | 4,438 | 0.15% | 0.15% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 93,072 | 4,412 | 2.7% | 2.7% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthRock Partners, LLC | History | No change | 92,542 | 4,387 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westfuller Advisors, LLC | History | No change | 91,000 | 4,314 | 1.57% | 1.57% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 87,681 | 4,156 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 87,443 | 4,145 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 78,512 | 3,719 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 78,289 | 3,681 | 0.48% | 0.48% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JNBA Financial Advisors | History | No change | 77,229 | 3,661 | 0.28% | 0.28% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 77,175 | 3,658 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 75,884 | 3,597 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 75,114 | 3,561 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 73,824 | 3,499 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | No change | 69,057 | 3,273 | 0.13% | 0.13% | 105 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 68,778 | 3,260 | 1.13% | 1.13% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 68,155 | 3,231 | 0.35% | 0.35% | 107 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Plum Street Advisors, LLC | History | No change | 66,002 | 3,129 | 1.0% | 1.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 68,497 | 3,099 | 0.02% | 0.03% | 109 | -4,117 | -5.67% | Q3 2026 | Oct 08, 2026 |
| Riverwater Partners LLC | History | No change | 65,304 | 3,096 | 0.92% | 0.92% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 64,842 | 3,074 | 1.07% | 1.07% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 66,590 | 3,013 | 2.11% | 2.19% | 112 | +1,896 | 2.93% | Q3 2026 | Oct 06, 2026 |
| Alpine Bank Wealth Management | History | No change | 63,401 | 3,005 | 0.39% | 0.39% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foster Group, Inc. | History | No change | 63,000 | 2,986 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 62,734 | 2,974 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 61,344 | 2,908 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | No change | 61,255 | 2,904 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Omega Financial Group, LLC | History | No change | 60,077 | 2,848 | 0.87% | 0.87% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 59,943 | 2,841 | 2.2% | 2.2% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 58,912 | 2,793 | 2.56% | 2.56% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Eley Financial Management, Inc | History | No change | 58,381 | 2,767 | 0.9% | 0.9% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversified Enterprises, LLC | History | No change | 56,875 | 2,696 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | No change | 55,158 | 2,615 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 53,828 | 2,551 | 1.59% | 1.59% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 53,791 | 2,550 | 0.17% | 0.17% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 53,385 | 2,530 | 4.72% | 4.72% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 53,341 | 2,528 | 0.13% | 0.13% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 53,297 | 2,526 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 51,057 | 2,420 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modera Wealth Management, LLC | History | No change | 50,871 | 2,411 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SOFI WEALTH, LLC | History | No change | 49,790 | 2,360 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 49,416 | 2,342 | 0.22% | 0.22% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 49,104 | 2,328 | 1.25% | 1.25% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brewster Financial Planning LLC | History | No change | 49,055 | 2,325 | 1.28% | 1.28% | 134 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 48,782 | 2,312 | 0.25% | 0.25% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 48,753 | 2,311 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 50,685 | 2,293 | 0.06% | 0.06% | 137 | +1,499 | 3.05% | Q3 2026 | Oct 07, 2026 |
| Beta Wealth Group, Inc. | History | No change | 48,289 | 2,289 | 0.86% | 0.86% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Management, LLC | History | No change | 48,269 | 2,288 | 0.78% | 0.78% | 139 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 48,441 | 2,191 | 0.84% | 0.83% | 140 | +6,163 | 14.58% | Q3 2026 | Oct 08, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 45,833 | 2,172 | 1.46% | 1.46% | 141 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CX Institutional | History | Reduced | 47,503 | 2,150 | 0.06% | 0.09% | 142 | -16,678 | -25.99% | Q3 2026 | Oct 02, 2026 |
| Ally Invest Advisors Inc. | History | No change | 45,240 | 2,144 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Planning Fort Collins, LLC | History | No change | 45,516 | 2,140 | 1.62% | 1.62% | 144 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Corient Private Wealth LP | History | No change | 44,860 | 2,126 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Focus Partners Wealth | History | No change | 43,544 | 2,064 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Day In July LLC | History | No change | 43,378 | 2,056 | 0.14% | 0.14% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASPIRIANT, LLC | History | No change | 43,218 | 2,048 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 43,170 | 2,046 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Point Capital Partners LLC | History | No change | 42,730 | 2,025 | 0.14% | 0.14% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 42,585 | 2,018 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 42,264 | 2,003 | 0.88% | 0.88% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 41,465 | 1,965 | 0.38% | 0.38% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 39,207 | 1,858 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 38,567 | 1,828 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 38,132 | 1,807 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 38,131 | 1,807 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 37,314 | 1,769 | 0.33% | 0.33% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 37,219 | 1,764 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 36,908 | 1,749 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 36,881 | 1,748 | 0.14% | 0.14% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 35,717 | 1,693 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 35,572 | 1,686 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 34,916 | 1,655 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 34,013 | 1,612 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gradient Investments LLC | History | Reduced | 34,924 | 1,580 | 0.02% | 0.03% | 166 | -3,750 | -9.7% | Q3 2026 | Oct 08, 2026 |
| Summit Wealth Group, LLC | History | No change | 29,955 | 1,420 | 0.29% | 0.29% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Heartland Consultants, Inc. | History | New | 30,541 | 1,381 | 0.09% | — | 168 | +30,541 | New | Q3 2026 | Oct 08, 2026 |
| RFG Advisory, LLC | History | No change | 27,877 | 1,321 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | No change | 27,572 | 1,307 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 27,470 | 1,302 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 27,356 | 1,296 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ANB BANK | History | No change | 27,228 | 1,290 | 0.48% | 0.48% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 27,150 | 1,287 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 27,144 | 1,286 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Heartland Bank & Trust Co | History | No change | 26,563 | 1,259 | 0.26% | 0.26% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26,092 | 1,237 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 25,393 | 1,203 | 0.41% | 0.41% | 178 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 24,717 | 1,171 | 0.49% | 0.49% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 24,570 | 1,164 | 0.1% | 0.1% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 24,442 | 1,158 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Truepoint, Inc. | History | No change | 24,287 | 1,151 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Financial Network, Inc. | History | No change | 23,980 | 1,136 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 23,759 | 1,126 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | No change | 23,451 | 1,111 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 23,314 | 1,105 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| THEORY FINANCIAL LLC | History | No change | 23,298 | 1,104 | 0.35% | 0.35% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 23,199 | 1,099 | 0.38% | 0.38% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KilterHowling LLC | History | No change | 23,040 | 1,092 | 0.49% | 0.49% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 22,889 | 1,085 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Symmetry Partners, LLC | History | No change | 22,503 | 1,066 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 22,152 | 1,050 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RCS Financial Planning, LLC | History | No change | 22,013 | 1,043 | 0.49% | 0.49% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 21,864 | 1,036 | 0.41% | 0.41% | 194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Advisory Team LLC | History | No change | 21,841 | 1,035 | 0.84% | 0.84% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 21,748 | 1,031 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 21,629 | 1,025 | 0.93% | 0.93% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 21,087 | 999 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pictet Asset Management Holding SA | History | No change | 21,016 | 996 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DAVENPORT & Co LLC | History | No change | 20,743 | 983 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 20,890 | 982 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 20,959 | 980 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 20,959 | 980 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 20,642 | 978 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SPINNAKER TRUST | History | No change | 19,892 | 943 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 19,698 | 933 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 19,692 | 933 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 19,670 | 932 | 0.22% | 0.22% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Traveka Wealth, LLC | History | No change | 19,557 | 927 | 0.31% | 0.31% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 19,420 | 920 | 0.24% | 0.24% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 19,290 | 914 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AlTi Global, Inc. | History | No change | 18,945 | 898 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 18,896 | 895 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GenTrust, LLC | History | No change | 18,490 | 876 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 18,266 | 865 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Falcon Wealth Planning | History | No change | 18,072 | 856 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BLB&B Advisors, LLC | History | No change | 17,905 | 848 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 17,762 | 842 | 0.2% | 0.2% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 17,745 | 841 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 17,533 | 831 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 16,936 | 802 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 16,890 | 800 | 0.13% | 0.13% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Friedenthal Financial | History | No change | 16,523 | 783 | 0.36% | 0.36% | 223 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 16,498 | 782 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 17,261 | 781 | 0.03% | 0.04% | 225 | -5,135 | -22.93% | Q3 2026 | Oct 08, 2026 |
| Trust Co | History | No change | 16,472 | 780 | 0.07% | 0.07% | 226 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| APS Management Group, Inc. | History | No change | 16,222 | 769 | 0.59% | 0.59% | 227 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NWAM LLC | History | No change | 16,173 | 766 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 16,149 | 765 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 16,114 | 763 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PENINSULA ASSET MANAGEMENT INC | History | No change | 16,100 | 763 | 0.37% | 0.37% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 15,893 | 753 | 0.34% | 0.34% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 15,526 | 736 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ariadne Wealth Management, LP | History | No change | 15,467 | 733 | 0.32% | 0.32% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bangor Savings Bank | History | Added to | 16,035 | 725 | 0.06% | 0.05% | 236 | +682 | 4.44% | Q3 2026 | Oct 06, 2026 |
| COMMERCE BANK | History | No change | 15,305 | 725 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 15,247 | 722 | 0.68% | 0.68% | 237 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Greenspring Advisors, LLC | History | No change | 15,223 | 721 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FinArc Investments, Inc. | History | No change | 15,164 | 718 | 0.65% | 0.65% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 14,850 | 704 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aprio Wealth Management, LLC | History | No change | 14,842 | 703 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tradition Wealth Management, LLC | History | No change | 14,808 | 702 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Painted Porch Advisors LLC | History | No change | 14,705 | 697 | 0.3% | 0.3% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UMB Bank, n.a. | History | No change | 14,497 | 687 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 15,145 | 685 | 0.07% | 0.09% | 245 | -1,444 | -8.7% | Q3 2026 | Oct 07, 2026 |
| Financial Alternatives, Inc | History | No change | 14,341 | 679 | 0.33% | 0.33% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 14,299 | 677 | 0.19% | 0.19% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 14,076 | 669 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JB Capital LLC | History | No change | 14,104 | 668 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 14,080 | 667 | 0.1% | 0.1% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Venturi Wealth Management, LLC | History | No change | 13,858 | 657 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 13,778 | 653 | 0.26% | 0.26% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 13,827 | 650 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 13,682 | 648 | 0.1% | 0.1% | 254 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 13,555 | 642 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orin Green Financial, LLC | History | No change | 13,495 | 639 | 0.24% | 0.24% | 256 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Factor Wealth Management LTD | History | Added to | 14,080 | 637 | 0.1% | 0.08% | 257 | +2,241 | 18.93% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 13,359 | 633 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop Partners LLC | History | No change | 13,175 | 624 | 0.15% | 0.15% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 13,007 | 616 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 12,987 | 615 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 12,881 | 610 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUEFG, LLC | History | No change | 12,815 | 607 | 0.14% | 0.14% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 12,822 | 607 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 12,740 | 604 | 0.15% | 0.15% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 12,616 | 598 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mason & Associates Inc | History | No change | 12,536 | 594 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 12,486 | 591 | 0.12% | 0.12% | 268 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ellenbecker Investment Group | History | No change | 12,399 | 587 | 0.07% | 0.07% | 269 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ascent Group, LLC | History | No change | 12,194 | 578 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 11,934 | 567 | 0.1% | 0.1% | 271 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Curtis Advisory Group, LLC | History | No change | 11,929 | 565 | 0.11% | 0.11% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 11,915 | 564 | 0.05% | 0.05% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 11,845 | 561 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 11,769 | 557 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,668 | 553 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MBE Wealth Management, LLC | History | No change | 11,260 | 533 | 0.19% | 0.19% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 11,123 | 527 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Livet Wealth, LLC | History | No change | 11,127 | 527 | 0.3% | 0.3% | 279 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 11,054 | 524 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 10,995 | 521 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 10,940 | 518 | 0.05% | 0.05% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compton Financial Group, LLC | History | No change | 10,710 | 507 | 0.1% | 0.1% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 10,544 | 499 | 0.22% | 0.22% | 284 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | No change | 10,522 | 498 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 10,427 | 494 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 10,411 | 493 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MA Private Wealth | History | No change | 10,298 | 488 | 0.07% | 0.07% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 10,115 | 479 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 9,798 | 464 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 9,732 | 461 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CWC Advisors, LLC. | History | No change | 9,720 | 460 | 0.2% | 0.2% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 9,667 | 458 | 0.29% | 0.29% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 9,600 | 455 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veridan Wealth LLC | History | No change | 9,577 | 454 | 0.15% | 0.15% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Xena Financial Planning, LLC | History | No change | 9,564 | 453 | 0.43% | 0.43% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Services | History | No change | 9,547 | 452 | 0.12% | 0.12% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Trust Co | History | No change | 9,531 | 451 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 9,320 | 441 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 9,235 | 437 | 0.13% | 0.13% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 9,040 | 428 | 0.04% | 0.04% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 8,911 | 422 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanchez Levi Garrett | History | No change | 8,904 | 422 | 0.23% | 0.23% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,872 | 420 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 8,821 | 418 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hills Bank & Trust Co | History | No change | 8,718 | 413 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 8,682 | 412 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 8,692 | 412 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 8,631 | 403 | 0.05% | 0.05% | 309 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 8,497 | 402 | 0.21% | 0.21% | 310 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 8,469 | 401 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Opulen Financial Group LLC | History | No change | 8,352 | 395 | 0.25% | 0.25% | 312 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 8,311 | 394 | 0.11% | 0.11% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 8,257 | 391 | 0.07% | 0.07% | 314 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 8,180 | 387 | 0.22% | 0.22% | 315 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 8,110 | 384 | 0.09% | 0.09% | 316 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 8,041 | 381 | 0.08% | 0.08% | 317 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Heritage Family Offices, LLP | History | No change | 7,978 | 378 | 0.15% | 0.15% | 318 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 7,978 | 378 | 0.15% | 0.15% | 319 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 7,972 | 377 | 0.05% | 0.05% | 320 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Highland Financial Advisors, LLC | History | No change | 7,806 | 370 | 0.08% | 0.08% | 321 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,902 | 369 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Two West Capital Advisors LLC | History | No change | 7,798 | 365 | 0.18% | 0.18% | 323 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | No change | 7,532 | 357 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zhang Financial LLC | History | No change | 7,523 | 356 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 7,524 | 356 | 0.3% | 0.3% | 326 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Financial Group LLC | History | No change | 7,457 | 353 | 0.04% | 0.04% | 327 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 7,383 | 350 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MAI Capital Management | History | No change | 7,395 | 350 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carr Financial Group Corp | History | No change | 7,398 | 350 | 0.08% | 0.08% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Finley Financial, LLC | History | No change | 7,400 | 350 | 0.14% | 0.14% | 331 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 7,307 | 346 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 7,276 | 344 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 7,208 | 341 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 7,178 | 340 | 0.05% | 0.05% | 335 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gordian Advisors LLC | History | No change | 7,190 | 340 | 0.2% | 0.2% | 336 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,158 | 339 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 7,084 | 335 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farmers National Bank | History | No change | 6,920 | 328 | 0.07% | 0.07% | 339 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 6,878 | 326 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Madrid Wealth Management, LLC | History | No change | 6,894 | 326 | 0.21% | 0.21% | 341 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 6,876 | 325 | 0.19% | 0.19% | 342 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| One Capital Management, LLC | History | No change | 6,805 | 323 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 6,775 | 321 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams Financial, LLC | History | No change | 6,791 | 321 | 0.17% | 0.17% | 345 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 6,732 | 319 | 0.13% | 0.13% | 346 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fisher Asset Management, LLC | History | No change | 6,685 | 316 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | No change | 6,680 | 316 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Centurion Wealth Management LLC | History | No change | 6,584 | 312 | 0.07% | 0.07% | 349 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Csenge Advisory Group | History | No change | 6,559 | 310 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 6,534 | 309 | 0.18% | 0.18% | 351 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Navigate Wealth Management, LLC | History | No change | 6,560 | 308 | 0.19% | 0.19% | 352 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Navigation Group, LLC | History | No change | 6,452 | 305 | 0.06% | 0.06% | 353 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 6,429 | 304 | 0.05% | 0.05% | 354 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,364 | 301 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sunrise Financial Services, LLC | History | No change | 6,256 | 296 | 0.18% | 0.18% | 356 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,172 | 292 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snider Financial Group | History | No change | 6,140 | 291 | 0.07% | 0.07% | 358 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 6,131 | 290 | 0.03% | 0.03% | 359 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6,089 | 288 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BIRCHBROOK, INC. | History | No change | 6,044 | 286 | 0.13% | 0.13% | 361 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Advisory Services Network, LLC | History | No change | 5,992 | 284 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JSF Financial, LLC | History | No change | 5,957 | 282 | 0.04% | 0.04% | 363 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 5,917 | 280 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Portfolios, Inc. | History | No change | 5,814 | 275 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,570 | 264 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| DWM Financial Group, Inc. | History | No change | 5,484 | 262 | 0.23% | 0.23% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,433 | 257 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 5,660 | 256 | 0.06% | 0.06% | 369 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 5,455 | 256 | 0.04% | 0.04% | 370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 5,368 | 254 | 0.03% | 0.03% | 371 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PDS Planning, Inc | History | No change | 5,205 | 246 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 4Thought Financial Group Inc. | History | No change | 5,186 | 245 | 0.12% | 0.12% | 373 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Human Investing LLC | History | No change | 5,152 | 244 | 0.03% | 0.03% | 374 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,134 | 243 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 5,122 | 242 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 5,092 | 241 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GreatBanc Trust CO | History | No change | 5,090 | 241 | 0.15% | 0.15% | 378 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Townsend Financial Planning, LLC | History | No change | 5,102 | 241 | 0.21% | 0.21% | 379 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | No change | 5,066 | 240 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 5,018 | 237 | 0.02% | 0.02% | 381 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CDKV HOLDINGS LLC | History | No change | 5,009 | 237 | 0.19% | 0.19% | 382 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | No change | 4,998 | 236 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,963 | 235 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WARNER FINANCIAL, INC | History | No change | 4,918 | 233 | 0.07% | 0.07% | 385 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dunhill Financial, LLC | History | No change | 4,930 | 233 | 0.05% | 0.05% | 386 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Simplicity Wealth,LLC | History | No change | 4,903 | 232 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWF Advisory Services Inc. | History | No change | 4,912 | 232 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 4,892 | 231 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 4,889 | 231 | 0.09% | 0.09% | 390 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maia Wealth LLC | History | No change | 4,834 | 229 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 4,829 | 228 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SWP FINANCIAL LLC | History | No change | 4,818 | 228 | 0.11% | 0.11% | 393 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 4,772 | 226 | 0.13% | 0.13% | 394 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Strategic Blueprint, LLC | History | No change | 4,753 | 225 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 4,718 | 223 | 0.03% | 0.03% | 396 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 4,720 | 223 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 4,589 | 217 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 4,541 | 215 | 0.07% | 0.07% | 399 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 4,518 | 214 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,494 | 213 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,507 | 213 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset One Wealth Management LLC | History | No change | 4,521 | 212 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Money Management, LLC | History | No change | 4,454 | 211 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 4,476 | 211 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | No change | 4,490 | 210 | 0.13% | 0.13% | 406 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 4,385 | 207 | 0.04% | 0.04% | 407 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 4,336 | 205 | 0.16% | 0.16% | 408 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 4,247 | 201 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 4,250 | 201 | 0.06% | 0.06% | 410 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFG Advisors, LLC | History | No change | 4,227 | 200 | 0.03% | 0.03% | 411 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 3,922 | 186 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 3,890 | 184 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,898 | 184 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3,484 | 165 | 0.04% | 0.04% | 415 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,988 | 141 | 0.04% | 0.04% | 416 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gould Capital, LLC | History | No change | 2,842 | 134 | 0.07% | 0.07% | 417 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,806 | 133 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,733 | 129 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MOTCO | History | No change | 2,362 | 111 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,224 | 105 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 2,196 | 104 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 2,212 | 104 | 0.06% | 0.06% | 423 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 2,214 | 104 | 0.07% | 0.07% | 424 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,099 | 100 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Crewe Advisors LLC | History | No change | 2,035 | 96 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,861 | 88 | 0.04% | 0.04% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,577 | 74 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PROFFITT & GOODSON INC | History | No change | 1,511 | 71 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,439 | 68 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 1,396 | 66 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,286 | 60 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,239 | 58 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 1,153 | 54 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 968 | 45 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 885 | 41 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 881 | 41 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Pacific Financial | History | No change | 885 | 41 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hickory Point Bank & Trust | History | New | 856 | 38 | 0.02% | — | 440 | +856 | New | Q3 2026 | Oct 01, 2026 |
| Financial Avengers, Inc. | History | No change | 818 | 38 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IFP Advisors, Inc | History | No change | 761 | 36 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 777 | 36 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 728 | 34 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 704 | 33 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 655 | 31 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 633 | 30 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 642 | 30 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | No change | 609 | 29 | 0.02% | 0.02% | 448 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 580 | 27 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 485 | 23 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kilter Group LLC | History | No change | 497 | 23 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 492 | 23 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 482 | 21 | 0.0% | 0.0% | 453 | -77 | -13.77% | Q3 2026 | Oct 08, 2026 |
| AlphaCore Capital LLC | History | No change | 380 | 18 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Your Advocates Ltd., LLP | History | No change | 378 | 17 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 348 | 16 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VANGUARD ADVISERS INC | History | No change | 335 | 15 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brooklyn FI, LLC | History | No change | 248 | 11 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Winthrop Capital Management, LLC | History | No change | 216 | 10 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 200 | 9 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| North Star Investment Management Corp. | History | No change | 178 | 8 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Noble Wealth Management PBC | History | No change | 184 | 8 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 182 | 8 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Key Capital Management, INC | History | No change | 124 | 5 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBT BANK, N.A. | History | No change | 77 | 3 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 64 | 3 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 68 | 3 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset Dedication, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Lodestone Wealth Management LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FC Advisory LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,635 | -100.0% | Q3 2026 | Oct 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Capital Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Gleason Group, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |