iSHARES TRUST - EFG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,610,616 | 2,937,631 | 0.69% | 0.69% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 8,635,516 | 1,074,430 | 0.24% | 0.24% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 5,350,855 | 665,753 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,274,307 | 656,229 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,373,043 | 532,559 | 0.21% | 0.21% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 3,773,931 | 469,552 | 0.71% | 0.71% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,461,739 | 426,486 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 2,355,345 | 293,052 | 0.27% | 0.27% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,125,557 | 264,462 | 1.65% | 1.65% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,941,127 | 241,515 | 0.49% | 0.49% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,892,107 | 235,415 | 1.13% | 1.13% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,591,608 | 198,027 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 1,557,647 | 193,815 | 0.21% | 0.21% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,508,102 | 187,658 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,242,056 | 154,536 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,229,313 | 152,951 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,204,921 | 149,916 | 0.29% | 0.29% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,081,097 | 134,510 | 0.4% | 0.4% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,078,606 | 134,200 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,017,830 | 126,638 | 0.59% | 0.59% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,015,901 | 126,398 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,001,838 | 124,648 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 847,247 | 105,414 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 762,510 | 94,871 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JB Capital LLC | History | No change | 744,687 | 92,653 | 3.21% | 3.21% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 645,420 | 80,303 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 624,359 | 77,682 | 0.8% | 0.8% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 598,592 | 74,552 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 592,307 | 73,694 | 0.34% | 0.34% | 29 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Quent Capital, LLC | History | No change | 591,861 | 73,639 | 4.52% | 4.52% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 584,217 | 72,688 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 579,510 | 72,102 | 0.34% | 0.34% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 576,901 | 71,778 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 551,289 | 68,591 | 0.42% | 0.42% | 34 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 530,741 | 66,034 | 3.44% | 3.44% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 529,971 | 65,938 | 7.25% | 7.25% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 530,721 | 65,915 | 0.36% | 0.36% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 518,930 | 64,565 | 0.19% | 0.19% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 516,696 | 64,287 | 1.4% | 1.4% | 39 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savvy Advisors, Inc. | History | No change | 507,288 | 63,116 | 1.34% | 1.34% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 494,601 | 61,538 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 486,226 | 60,496 | 0.51% | 0.51% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 481,433 | 59,899 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 479,599 | 59,671 | 5.06% | 5.06% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 461,078 | 57,367 | 1.09% | 1.09% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 460,931 | 57,349 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 438,695 | 54,583 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 432,150 | 53,768 | 0.4% | 0.4% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 429,048 | 53,382 | 0.18% | 0.18% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 407,560 | 50,708 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOFI WEALTH, LLC | History | No change | 398,975 | 49,640 | 2.0% | 2.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 389,670 | 48,482 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 386,872 | 48,134 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 363,310 | 45,203 | 0.62% | 0.62% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 342,462 | 42,609 | 3.68% | 3.68% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | No change | 338,079 | 42,063 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 317,327 | 39,481 | 0.4% | 0.4% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 315,793 | 39,291 | 0.11% | 0.11% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 313,846 | 39,048 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 303,931 | 37,815 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 301,262 | 37,483 | 2.26% | 2.26% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 300,668 | 37,409 | 0.24% | 0.24% | 62 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 296,920 | 36,942 | 3.22% | 3.22% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBT BANK, N.A. | History | No change | 291,924 | 36,321 | 2.41% | 2.41% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 290,790 | 36,080 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 288,300 | 35,870 | 4.34% | 4.34% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 283,198 | 35,235 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 279,070 | 34,721 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 273,478 | 34,026 | 0.65% | 0.65% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 271,262 | 33,750 | 0.43% | 0.43% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 266,739 | 33,187 | 0.36% | 0.36% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cresset Asset Management, LLC | History | No change | 229,783 | 28,589 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 233,873 | 28,025 | 5.69% | 5.64% | 73 | +13,916 | 6.33% | Q3 2026 | Oct 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 220,612 | 27,448 | 0.86% | 0.86% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 205,856 | 25,612 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 196,815 | 24,139 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 190,756 | 23,733 | 0.18% | 0.18% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 189,907 | 23,628 | 0.34% | 0.34% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 189,207 | 23,541 | 0.44% | 0.44% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 186,442 | 23,197 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 182,339 | 22,686 | 2.47% | 2.47% | 81 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 181,968 | 22,640 | 0.48% | 0.48% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 177,115 | 22,157 | 2.74% | 2.74% | 83 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Baird Financial Group, Inc. | History | No change | 176,017 | 21,900 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 175,283 | 21,808 | 0.85% | 0.85% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seneca Financial Advisors LLC | History | No change | 174,129 | 21,665 | 5.63% | 5.63% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 170,348 | 21,194 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 169,006 | 21,031 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 168,077 | 20,912 | 0.24% | 0.24% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stone House Investment Management, LLC | History | No change | 166,577 | 20,725 | 2.76% | 2.76% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 164,278 | 20,439 | 0.34% | 0.34% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 159,531 | 19,848 | 4.49% | 4.49% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 159,304 | 19,820 | 0.36% | 0.36% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EP Wealth Advisors, LLC | History | No change | 157,567 | 19,604 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wakefield Asset Management LLLP | History | No change | 157,105 | 19,547 | 4.4% | 4.4% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 156,117 | 19,233 | 0.54% | 0.54% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 154,012 | 19,162 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Robinswood Financial LLC | History | No change | 153,573 | 19,107 | 5.48% | 5.48% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 148,879 | 18,523 | 0.2% | 0.2% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SteelPeak Wealth, LLC | History | No change | 145,063 | 18,048 | 0.47% | 0.47% | 100 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMERCE BANK | History | No change | 141,784 | 17,640 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 140,173 | 16,796 | 0.12% | 0.16% | 102 | -23,357 | -14.28% | Q3 2026 | Oct 08, 2026 |
| Waverly Advisors, LLC | History | No change | 133,691 | 16,633 | 0.1% | 0.1% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharkey, Howes & Javer | History | No change | 130,370 | 16,220 | 1.96% | 1.96% | 104 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 125,564 | 15,622 | 0.15% | 0.15% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 125,134 | 15,569 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 124,600 | 15,502 | 1.46% | 1.46% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kingdom Financial Group LLC. | History | No change | 122,315 | 15,218 | 3.89% | 3.89% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 121,816 | 15,156 | 1.26% | 1.26% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PAX Financial Group, LLC | History | No change | 117,818 | 14,658 | 2.18% | 2.18% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 115,088 | 14,598 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 116,161 | 14,452 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 114,770 | 14,284 | 1.44% | 1.44% | 113 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GREENLEAF TRUST | History | No change | 113,777 | 14,156 | 0.14% | 0.14% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 111,678 | 13,894 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 111,344 | 13,853 | 0.29% | 0.29% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | No change | 110,007 | 13,687 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | No change | 109,323 | 13,602 | 0.68% | 0.68% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keystone Financial Services | History | No change | 108,877 | 13,546 | 3.49% | 3.49% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 108,453 | 13,493 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 106,726 | 13,278 | 0.49% | 0.49% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COURIER CAPITAL LLC | History | No change | 106,262 | 13,221 | 0.66% | 0.66% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 106,161 | 13,208 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 105,307 | 13,102 | 0.5% | 0.5% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 104,650 | 13,020 | 3.51% | 3.51% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 103,742 | 12,907 | 1.08% | 1.08% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trek Financial, LLC | History | No change | 103,571 | 12,886 | 0.64% | 0.64% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 102,391 | 12,739 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 101,002 | 12,566 | 0.13% | 0.13% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 100,969 | 12,562 | 0.11% | 0.11% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | No change | 100,190 | 12,465 | 2.04% | 2.04% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 99,828 | 12,420 | 3.53% | 3.53% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 98,550 | 12,261 | 0.55% | 0.55% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avior Wealth Management, LLC | History | No change | 97,585 | 12,141 | 0.32% | 0.32% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NorthRock Partners, LLC | History | No change | 97,203 | 12,093 | 0.18% | 0.18% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SWMG, LLC | History | No change | 99,544 | 12,089 | 2.85% | 2.85% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 96,865 | 12,051 | 8.83% | 8.83% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MA Private Wealth | History | No change | 96,267 | 11,977 | 1.78% | 1.78% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LifeWealth Investments, LLC | History | No change | 94,973 | 11,816 | 3.16% | 3.16% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Modern Wealth Management, LLC | History | No change | 94,950 | 11,813 | 0.14% | 0.14% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 93,224 | 11,598 | 3.27% | 3.27% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Belpointe Asset Management LLC | History | No change | 91,965 | 11,442 | 0.37% | 0.37% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 91,965 | 11,442 | 1.29% | 1.29% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Regal Investment Advisors LLC | History | No change | 89,583 | 11,146 | 0.58% | 0.58% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 88,775 | 11,045 | 2.88% | 2.88% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Legacy Financial Group LLC | History | No change | 87,986 | 10,947 | 1.23% | 1.23% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 87,532 | 10,890 | 1.29% | 1.29% | 147 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Simplicity Wealth,LLC | History | No change | 86,566 | 10,770 | 0.36% | 0.36% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| West Wealth Group, LLC | History | No change | 86,072 | 10,709 | 1.75% | 1.75% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cypress Wealth Services, LLC | History | No change | 85,176 | 10,597 | 1.3% | 1.3% | 150 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 84,951 | 10,569 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 87,297 | 10,447 | 0.17% | 0.17% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 87,297 | 10,447 | 0.17% | 0.17% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Eagle Strategies LLC | History | No change | 83,534 | 10,393 | 1.03% | 1.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 82,980 | 10,324 | 2.34% | 2.34% | 155 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 82,688 | 10,288 | 0.16% | 0.16% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 80,735 | 10,045 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 79,949 | 9,947 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rothschild Wealth LLC | History | No change | 78,834 | 9,808 | 0.78% | 0.78% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 81,813 | 9,769 | 0.16% | 0.16% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | No change | 78,081 | 9,714 | 0.95% | 0.95% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 76,750 | 9,549 | 3.58% | 3.58% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 76,020 | 9,458 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 75,436 | 9,385 | 0.11% | 0.11% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 73,273 | 9,116 | 1.71% | 1.71% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 72,975 | 9,079 | 0.44% | 0.44% | 166 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 72,876 | 9,067 | 0.86% | 0.86% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 71,759 | 8,928 | 0.25% | 0.25% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Invst, LLC | History | No change | 69,181 | 8,607 | 0.84% | 0.84% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQ LLC | History | No change | 69,029 | 8,588 | 2.11% | 2.11% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | No change | 68,340 | 8,502 | 0.25% | 0.25% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 68,238 | 8,490 | 0.1% | 0.1% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 66,286 | 8,247 | 0.14% | 0.14% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 66,288 | 8,247 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 65,912 | 8,200 | 0.09% | 0.09% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 65,543 | 8,154 | 0.15% | 0.15% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 65,325 | 8,127 | 0.7% | 0.7% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | No change | 65,297 | 8,124 | 0.19% | 0.19% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Procyon Advisors, LLC | History | No change | 64,594 | 8,036 | 0.35% | 0.35% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 64,336 | 8,004 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 64,295 | 7,999 | 2.9% | 2.9% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 63,758 | 7,932 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 63,066 | 7,846 | 0.12% | 0.12% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 62,474 | 7,773 | 1.79% | 1.79% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthShield Partners, LLC | History | No change | 61,094 | 7,601 | 1.16% | 1.16% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 60,983 | 7,587 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 60,581 | 7,537 | 0.5% | 0.5% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 59,456 | 7,397 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 59,403 | 7,390 | 0.16% | 0.16% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 58,659 | 7,298 | 1.9% | 1.9% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 57,357 | 7,136 | 1.57% | 1.57% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 56,858 | 7,074 | 0.41% | 0.41% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| White Pine Investment CO | History | No change | 56,823 | 7,070 | 1.51% | 1.51% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 56,385 | 7,015 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 56,090 | 6,978 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 55,576 | 6,914 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 55,513 | 6,906 | 0.15% | 0.15% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sovran Advisors, LLC | History | No change | 57,851 | 6,902 | 0.51% | 0.51% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 55,301 | 6,880 | 0.99% | 0.99% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Addison Capital Co | History | No change | 54,937 | 6,835 | 1.12% | 1.12% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | No change | 54,750 | 6,811 | 0.11% | 0.11% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Callan Family Office, LLC | History | No change | 54,617 | 6,795 | 0.13% | 0.13% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthquest Corp | History | No change | 54,520 | 6,783 | 0.43% | 0.43% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 53,447 | 6,649 | 1.35% | 1.35% | 204 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 53,159 | 6,614 | 1.5% | 1.5% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 53,151 | 6,613 | 0.07% | 0.07% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | No change | 52,990 | 6,593 | 4.47% | 4.47% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 57,920 | 6,450 | 0.81% | 0.81% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 51,761 | 6,440 | 2.63% | 2.63% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sterling Capital Management LLC | History | No change | 51,023 | 6,348 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 50,284 | 6,256 | 0.65% | 0.65% | 211 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 49,853 | 6,202 | 0.37% | 0.37% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 50,133 | 6,176 | 0.33% | 0.33% | 213 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 49,531 | 6,162 | 0.15% | 0.15% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 49,733 | 6,148 | 0.41% | 0.41% | 215 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 49,264 | 6,129 | 0.34% | 0.34% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ONE Advisory Partners, LLC | History | No change | 49,230 | 6,125 | 1.67% | 1.67% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advyzon Investment Management, LLC | History | No change | 49,174 | 6,118 | 0.44% | 0.44% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montgomery Financial Services LLC | History | No change | 49,158 | 6,116 | 5.32% | 5.32% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 48,789 | 6,070 | 0.14% | 0.14% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 48,377 | 6,019 | 0.32% | 0.32% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 48,015 | 5,974 | 1.68% | 1.68% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key Capital Management, INC | History | No change | 47,811 | 5,948 | 3.06% | 3.06% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRIGHTON JONES LLC | History | No change | 47,348 | 5,890 | 0.11% | 0.11% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 49,023 | 5,874 | 0.15% | 0.16% | 225 | +268 | 0.55% | Q3 2026 | Oct 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 46,612 | 5,799 | 0.06% | 0.06% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 46,432 | 5,776 | 0.59% | 0.59% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 45,808 | 5,699 | 1.62% | 1.62% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lansing Street Advisors | History | No change | 44,305 | 5,512 | 1.17% | 1.17% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantinno Capital Management LP | History | No change | 43,565 | 5,420 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 43,441 | 5,404 | 0.22% | 0.22% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JABODON PT CO | History | No change | 43,405 | 5,400 | 0.53% | 0.53% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTRAL TRUST Co | History | No change | 42,759 | 5,320 | 0.1% | 0.1% | 233 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 42,403 | 5,275 | 1.28% | 1.28% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 42,367 | 5,271 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 42,367 | 5,271 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TSA Wealth Managment LLC | History | No change | 42,253 | 5,257 | 1.49% | 1.49% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 42,199 | 5,250 | 0.26% | 0.26% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 42,169 | 5,246 | 0.7% | 0.7% | 239 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 42,102 | 5,238 | 0.39% | 0.39% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 41,896 | 5,212 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 41,493 | 5,162 | 0.87% | 0.87% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Breakwater Capital Group | History | No change | 41,485 | 5,161 | 0.62% | 0.62% | 243 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 41,480 | 5,160 | 1.24% | 1.24% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 41,437 | 5,155 | 0.35% | 0.35% | 245 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 42,967 | 5,148 | 0.15% | 0.18% | 246 | -5,662 | -11.64% | Q3 2026 | Oct 08, 2026 |
| First Pacific Financial | History | No change | 41,371 | 5,147 | 0.61% | 0.61% | 247 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 41,278 | 5,135 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 41,080 | 5,111 | 0.26% | 0.26% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hofer & Associates. Inc | History | No change | 41,079 | 5,111 | 2.47% | 2.47% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 40,851 | 5,082 | 1.29% | 1.29% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Meramec Financial Planners, LLC | History | No change | 42,415 | 5,076 | 1.85% | 1.85% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CORE WEALTH ADVISORS, LLC | History | No change | 40,528 | 5,042 | 3.72% | 3.72% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 41,501 | 4,973 | 2.75% | 2.78% | 255 | +997 | 2.46% | Q3 2026 | Oct 07, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 39,975 | 4,973 | 1.35% | 1.35% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 41,319 | 4,951 | 0.86% | 1.09% | 256 | +240 | 0.58% | Q3 2026 | Oct 08, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 44,368 | 4,941 | 2.81% | 2.81% | 257 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 39,371 | 4,898 | 0.69% | 0.69% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harbor Group, Inc. | History | No change | 39,349 | 4,895 | 0.57% | 0.57% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| One Wealth Advisors, LLC | History | No change | 39,308 | 4,890 | 0.54% | 0.54% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 39,224 | 4,880 | 0.89% | 0.89% | 261 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 38,923 | 4,842 | 1.72% | 1.72% | 262 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 38,184 | 4,750 | 0.14% | 0.14% | 263 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 38,006 | 4,728 | 3.03% | 3.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Csenge Advisory Group | History | No change | 37,677 | 4,687 | 0.19% | 0.19% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 37,310 | 4,642 | 0.18% | 0.18% | 266 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIDUCIARY TRUST CO | History | No change | 37,300 | 4,640 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sagace Wealth Management LLC | History | No change | 37,046 | 4,609 | 2.89% | 2.89% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 36,705 | 4,566 | 1.31% | 1.31% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | No change | 36,512 | 4,542 | 0.09% | 0.09% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 36,207 | 4,504 | 0.31% | 0.31% | 271 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 36,097 | 4,491 | 0.46% | 0.46% | 272 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 35,955 | 4,473 | 0.09% | 0.09% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Omega Financial Group, LLC | History | No change | 35,014 | 4,356 | 1.33% | 1.33% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 35,881 | 4,334 | 0.55% | 0.55% | 275 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 34,517 | 4,294 | 0.15% | 0.15% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 34,468 | 4,288 | 1.47% | 1.47% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 34,405 | 4,280 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 33,973 | 4,227 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lantz Financial LLC | History | No change | 33,603 | 4,180 | 0.77% | 0.77% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthspire Retirement, LLC | History | No change | 33,309 | 4,144 | 0.23% | 0.23% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BankPlus Wealth Management LLC | History | No change | 32,969 | 4,102 | 1.85% | 1.85% | 282 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ascent Group, LLC | History | No change | 32,906 | 4,094 | 0.12% | 0.12% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| W ADVISORS, LLC | History | No change | 32,280 | 4,016 | 1.83% | 1.83% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 32,098 | 3,954 | 0.13% | 0.13% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Able Wealth Management LLC | History | No change | 30,805 | 3,832 | 0.88% | 0.88% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apeiron RIA LLC | History | Added to | 32,110 | 3,828 | 0.87% | 0.97% | 287 | +1,656 | 5.44% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | No change | 30,588 | 3,805 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 30,393 | 3,781 | 0.09% | 0.09% | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Patten Group, Inc. | History | No change | 30,330 | 3,773 | 0.59% | 0.59% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 29,888 | 3,718 | 0.19% | 0.19% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 29,862 | 3,715 | 1.17% | 1.17% | 292 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Empire Life Investments Inc. | History | No change | 29,833 | 3,711 | 0.21% | 0.21% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Forthright Family Wealth Advisory LLC | History | No change | 29,574 | 3,679 | 2.08% | 2.08% | 294 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 29,548 | 3,676 | 0.92% | 0.92% | 295 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Johnson Financial Group, Inc. | History | No change | 29,333 | 3,649 | 0.12% | 0.12% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 29,207 | 3,633 | 0.22% | 0.22% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 29,185 | 3,631 | 0.08% | 0.08% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 28,970 | 3,604 | 0.09% | 0.09% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 28,860 | 3,590 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |