iSHARES TRUST - EFV
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 | 32,274,634 | 2,470,622 | 0.58% | 0.58% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FMR LLC | History | No change | 17,424,650 | 1,333,856 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 14,137,778 | 1,082,304 | 1.18% | 1.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 13,493,721 | 1,032,944 | 0.23% | 0.23% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,814,234 | 828,045 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 9,571,701 | 732,713 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 9,234,472 | 706,898 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,542,634 | 574,159 | 0.23% | 0.23% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 4,699,261 | 359,728 | 2.67% | 2.67% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,537,921 | 347,285 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 4,200,484 | 312,305 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auto-Owners Insurance Co | History | No change | 3,963,000 | 303,367 | 6.85% | 6.85% | 12 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 3,462,556 | 265,059 | 1.66% | 1.66% | 13 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UBS Group AG | History | No change | 3,062,333 | 234,421 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 2,969,235 | 227,294 | 3.01% | 3.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,891,846 | 221,370 | 0.11% | 0.11% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,670,449 | 204,422 | 0.28% | 0.28% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,615,105 | 200,186 | 0.41% | 0.41% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,419,152 | 185,185 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Capital, LLC | History | No change | 2,371,555 | 181,542 | 8.99% | 8.99% | 20 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,207,351 | 168,972 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,194,843 | 168,015 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,182,943 | 167,104 | 3.01% | 3.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 2,176,670 | 166,624 | 1.98% | 1.98% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,172,399 | 166,297 | 0.57% | 0.57% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,134,694 | 163,410 | 2.38% | 2.38% | 26 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | No change | 2,126,809 | 162,807 | 0.15% | 0.15% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hackensack Meridian Health, Inc. | History | No change | 2,101,000 | 160,831 | 10.86% | 10.86% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,088,167 | 159,849 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 2,080,637 | 159,272 | 2.45% | 2.45% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | No change | 1,950,110 | 149,280 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 1,892,172 | 144,845 | 0.15% | 0.15% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,829,754 | 140,067 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,783,999 | 136,565 | 0.65% | 0.65% | 34 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Composition Wealth, LLC | History | No change | 1,718,610 | 131,559 | 1.54% | 1.54% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | No change | 1,522,673 | 118,310 | 0.35% | 0.35% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 1,524,185 | 116,676 | 0.71% | 0.71% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,516,211 | 116,065 | 0.13% | 0.13% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,353,068 | 103,577 | 0.11% | 0.11% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,330,566 | 101,932 | 0.12% | 0.12% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,312,054 | 100,437 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,300,382 | 99,544 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,284,516 | 98,329 | 1.05% | 1.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 1,283,914 | 98,283 | 2.25% | 2.25% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 1,236,800 | 94,676 | 0.28% | 0.28% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,235,409 | 94,570 | 0.28% | 0.28% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,157,058 | 88,572 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,086,906 | 83,202 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,070,367 | 81,936 | 0.38% | 0.38% | 49 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ASPIRIANT, LLC | History | No change | 1,061,079 | 81,225 | 2.01% | 2.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,040,740 | 79,668 | 0.37% | 0.37% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,016,945 | 77,847 | 0.66% | 0.66% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOFI WEALTH, LLC | History | No change | 1,010,564 | 77,358 | 3.11% | 3.11% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 925,724 | 70,864 | 0.73% | 0.73% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 906,149 | 69,365 | 0.32% | 0.32% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 877,262 | 67,154 | 5.69% | 5.69% | 56 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 852,714 | 65,275 | 7.18% | 7.18% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 832,940 | 63,761 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 820,429 | 62,803 | 13.43% | 13.43% | 59 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 814,245 | 60,904 | 1.33% | 1.33% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 769,246 | 58,885 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 735,092 | 56,271 | 0.16% | 0.16% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 732,006 | 56,034 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JB Capital LLC | History | No change | 691,188 | 52,910 | 1.83% | 1.83% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 637,522 | 48,802 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 626,287 | 47,942 | 1.81% | 1.81% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 615,971 | 47,152 | 0.4% | 0.4% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1607 Capital Partners, LLC | History | No change | 593,884 | 45,461 | 3.96% | 3.96% | 68 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 576,447 | 44,126 | 2.66% | 2.66% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 566,476 | 43,363 | 0.14% | 0.14% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 551,639 | 42,228 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 543,300 | 41,589 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 530,307 | 40,595 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 530,172 | 40,584 | 3.5% | 3.5% | 74 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 519,921 | 39,799 | 8.2% | 8.2% | 75 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 512,138 | 39,204 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 505,703 | 38,711 | 0.22% | 0.22% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 500,177 | 38,288 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 496,401 | 37,999 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 491,391 | 37,615 | 0.14% | 0.14% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 481,123 | 36,829 | 0.47% | 0.47% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 479,937 | 36,720 | 0.2% | 0.2% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elgethun Capital Management | History | No change | 472,684 | 36,183 | 5.04% | 5.04% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 464,683 | 35,573 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 464,429 | 35,552 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 442,403 | 34,724 | 4.29% | 4.29% | 86 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 446,661 | 34,191 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 412,652 | 32,347 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 411,458 | 31,497 | 0.27% | 0.27% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Townsend & Associates, Inc | History | No change | 395,138 | 30,793 | 2.62% | 2.62% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 390,780 | 29,914 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 381,585 | 29,210 | 0.62% | 0.62% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 370,014 | 28,324 | 0.52% | 0.52% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 367,357 | 28,121 | 1.69% | 1.69% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOKF, NA | History | No change | 362,180 | 27,724 | 0.38% | 0.38% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 351,408 | 26,900 | 0.21% | 0.21% | 96 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 351,113 | 26,877 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 339,566 | 25,993 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 345,574 | 25,693 | 0.71% | 0.71% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 329,694 | 25,238 | 0.79% | 0.79% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | No change | 314,256 | 24,056 | 0.24% | 0.24% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 311,956 | 23,880 | 0.26% | 0.26% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 311,301 | 23,830 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 305,937 | 23,419 | 1.55% | 1.55% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 303,162 | 23,207 | 14.79% | 14.79% | 105 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 280,854 | 21,499 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ascent Group, LLC | History | No change | 276,887 | 21,195 | 0.63% | 0.63% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 275,128 | 21,061 | 14.69% | 14.69% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Verdence Capital Advisors LLC | History | No change | 273,196 | 20,913 | 1.1% | 1.1% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 270,141 | 20,679 | 0.15% | 0.15% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Plancorp, LLC | History | No change | 264,652 | 20,650 | 0.5% | 0.5% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 269,563 | 20,635 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 267,272 | 20,459 | 1.78% | 1.78% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 261,784 | 20,039 | 1.04% | 1.04% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 257,929 | 19,744 | 14.0% | 14.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wakefield Asset Management LLLP | History | No change | 252,913 | 19,360 | 4.36% | 4.36% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 251,480 | 19,250 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 246,568 | 18,874 | 0.21% | 0.21% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 246,269 | 18,851 | 0.45% | 0.45% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 241,314 | 18,472 | 2.24% | 2.24% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 240,395 | 18,402 | 0.83% | 0.83% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 238,568 | 18,262 | 0.23% | 0.23% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elevated Financial Group LLC | History | No change | 237,455 | 18,177 | 4.98% | 4.98% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MA Private Wealth | History | No change | 237,000 | 18,142 | 2.7% | 2.7% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREENLEAF TRUST | History | No change | 234,257 | 17,932 | 0.17% | 0.17% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 234,205 | 17,928 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEMMING& WEALTH MANAGEMENT, INC. | History | No change | 231,646 | 17,732 | 10.79% | 10.79% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accredited Investors Inc. | History | No change | 231,526 | 17,723 | 0.77% | 0.77% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | No change | 231,514 | 17,722 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 229,096 | 17,537 | 4.99% | 4.99% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 226,909 | 17,369 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| World Investment Advisors | History | No change | 230,570 | 17,254 | 0.29% | 0.29% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 223,911 | 17,140 | 0.42% | 0.42% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 223,905 | 17,139 | 0.28% | 0.28% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kingdom Financial Group LLC. | History | No change | 223,583 | 17,115 | 4.37% | 4.37% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 216,505 | 16,573 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 215,428 | 16,490 | 0.34% | 0.34% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 211,734 | 16,208 | 2.32% | 2.32% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 205,555 | 15,735 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 203,677 | 15,591 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 202,554 | 15,505 | 0.12% | 0.12% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 200,228 | 15,327 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 199,365 | 15,261 | 0.76% | 0.76% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighMark Wealth Management LLC | History | No change | 199,183 | 15,247 | 5.11% | 5.11% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| L2 Asset Management, LLC | History | No change | 197,547 | 15,122 | 1.57% | 1.57% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 195,509 | 14,966 | 1.43% | 1.43% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 194,912 | 14,920 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Capital Management, LLC | History | No change | 191,335 | 14,646 | 5.28% | 5.28% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 189,381 | 14,497 | 0.27% | 0.27% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 185,555 | 14,204 | 1.66% | 1.66% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quent Capital, LLC | History | No change | 179,380 | 13,731 | 0.84% | 0.84% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 178,309 | 13,649 | 0.26% | 0.26% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 177,484 | 13,603 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 175,178 | 13,409 | 0.75% | 0.75% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 174,577 | 13,363 | 1.78% | 1.78% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 179,221 | 13,325 | 0.54% | 0.54% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CSM Advisors, LLC | History | No change | 172,522 | 13,202 | 0.28% | 0.28% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeWealth Investments, LLC | History | No change | 171,963 | 13,163 | 3.52% | 3.52% | 158 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 169,964 | 13,010 | 0.2% | 0.2% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keebeck Wealth Management | History | No change | 168,799 | 12,921 | 1.26% | 1.26% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 167,256 | 12,803 | 0.91% | 0.91% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | No change | 166,410 | 12,738 | 0.36% | 0.36% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Valence8 US LP | History | No change | 166,318 | 12,731 | 4.24% | 4.24% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 163,713 | 12,532 | 2.84% | 2.84% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sharkey, Howes & Javer | History | No change | 163,437 | 12,511 | 1.51% | 1.51% | 165 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 160,087 | 12,255 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 162,787 | 12,134 | 1.52% | 1.52% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 158,237 | 12,113 | 0.14% | 0.14% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 158,110 | 12,103 | 1.32% | 1.32% | 169 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 157,489 | 12,055 | 3.14% | 3.14% | 170 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Shum Financial Group, Inc. | History | No change | 155,552 | 11,907 | 7.18% | 7.18% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 150,427 | 11,904 | 1.25% | 1.12% | 172 | +6,479 | 4.5% | Q3 2026 | Oct 05, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 155,426 | 11,898 | 3.02% | 3.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 151,231 | 11,576 | 0.18% | 0.18% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 144,126 | 11,032 | 0.74% | 0.74% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forthright Family Wealth Advisory LLC | History | No change | 143,040 | 10,949 | 6.2% | 6.2% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| McLean Asset Management Corp | History | No change | 135,356 | 10,947 | 1.45% | 1.45% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 142,918 | 10,940 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 142,167 | 10,882 | 3.41% | 3.41% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Snowden Capital Advisors LLC | History | No change | 142,116 | 10,878 | 0.26% | 0.26% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 141,906 | 10,862 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maia Wealth LLC | History | No change | 140,657 | 10,767 | 1.59% | 1.59% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 140,640 | 10,766 | 0.55% | 0.55% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 140,003 | 10,717 | 4.02% | 4.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 139,165 | 10,653 | 0.13% | 0.13% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prospera Financial Services Inc | History | No change | 137,070 | 10,493 | 0.15% | 0.15% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 134,908 | 10,327 | 0.4% | 0.4% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 134,709 | 10,311 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 132,701 | 10,158 | 0.85% | 0.85% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 131,984 | 10,103 | 2.85% | 2.85% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Select Asset Management & Trust | History | No change | 131,516 | 10,068 | 2.9% | 2.9% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Callan Family Office, LLC | History | No change | 130,937 | 10,023 | 0.2% | 0.2% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 128,662 | 9,849 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SteelPeak Wealth, LLC | History | No change | 126,309 | 9,668 | 0.25% | 0.25% | 194 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EQ LLC | History | No change | 125,899 | 9,637 | 2.37% | 2.37% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | No change | 125,349 | 9,595 | 0.32% | 0.32% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | No change | 125,338 | 9,594 | 0.11% | 0.11% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 124,242 | 9,510 | 0.27% | 0.27% | 198 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Johnson Financial Group, Inc. | History | No change | 123,965 | 9,489 | 0.31% | 0.31% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trek Financial, LLC | History | No change | 122,954 | 9,412 | 0.47% | 0.47% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 118,217 | 9,404 | 0.16% | 0.16% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 118,217 | 9,404 | 0.16% | 0.16% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 120,520 | 9,225 | 0.17% | 0.17% | 203 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 120,209 | 9,201 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 119,863 | 9,175 | 0.93% | 0.93% | 205 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 117,649 | 9,006 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | No change | 114,996 | 8,983 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PAX Financial Group, LLC | History | No change | 117,311 | 8,980 | 1.33% | 1.33% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COURIER CAPITAL LLC | History | No change | 117,174 | 8,969 | 0.45% | 0.45% | 209 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 116,476 | 8,916 | 1.35% | 1.35% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keystone Financial Services | History | No change | 115,581 | 8,847 | 2.28% | 2.28% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | No change | 114,765 | 8,785 | 0.27% | 0.27% | 212 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| North Star Investment Management Corp. | History | No change | 114,539 | 8,767 | 0.48% | 0.48% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Advantage, Inc. | History | No change | 111,938 | 8,568 | 1.05% | 1.05% | 214 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Able Wealth Management LLC | History | No change | 111,413 | 8,528 | 1.96% | 1.96% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 111,377 | 8,525 | 0.41% | 0.41% | 216 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Storen Legacy Partners, LLC | History | No change | 108,360 | 8,294 | 2.26% | 2.26% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VestGen Advisors, LLC | History | No change | 108,094 | 8,274 | 0.24% | 0.24% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 106,688 | 8,167 | 0.08% | 0.08% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 105,635 | 8,086 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kathmere Capital Management, LLC | History | No change | 104,929 | 8,032 | 0.42% | 0.42% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 106,795 | 7,940 | 4.52% | 4.52% | 222 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Capital Analysts, LLC | History | No change | 103,493 | 7,922 | 0.18% | 0.18% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kilter Group LLC | History | No change | 103,351 | 7,911 | 2.87% | 2.87% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | No change | 97,677 | 7,784 | 0.58% | 0.58% | 225 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Seneca Financial Advisors LLC | History | No change | 101,611 | 7,778 | 2.02% | 2.02% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1ST SOURCE BANK | History | No change | 101,372 | 7,760 | 0.35% | 0.35% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 101,021 | 7,733 | 0.38% | 0.38% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cavalier Investments, LLC | History | No change | 100,441 | 7,688 | 0.32% | 0.32% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 99,983 | 7,653 | 0.84% | 0.84% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Montecito Bank & Trust | History | Reduced | 96,467 | 7,634 | 1.16% | 1.12% | 231 | -1,284 | -1.31% | Q3 2026 | Oct 01, 2026 |
| CoreCap Advisors, LLC | History | No change | 99,709 | 7,632 | 0.23% | 0.23% | 232 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Regal Investment Advisors LLC | History | No change | 98,986 | 7,577 | 0.39% | 0.39% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Wealth Group, LLC | History | No change | 98,735 | 7,558 | 1.24% | 1.24% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rothschild Wealth LLC | History | No change | 98,217 | 7,518 | 0.6% | 0.6% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | No change | 97,548 | 7,467 | 0.07% | 0.07% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 97,501 | 7,463 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 96,419 | 7,380 | 0.18% | 0.18% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advus Financial Partners, LLC | History | No change | 95,545 | 7,313 | 2.08% | 2.08% | 239 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Sterling Capital Management LLC | History | No change | 95,250 | 7,291 | 0.12% | 0.12% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NorthRock Partners, LLC | History | No change | 95,082 | 7,278 | 0.11% | 0.11% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 94,500 | 7,233 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 93,759 | 7,177 | 0.34% | 0.34% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 92,606 | 7,088 | 4.09% | 4.09% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apeiron RIA LLC | History | No change | 95,001 | 7,087 | 1.82% | 1.82% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lansing Street Advisors | History | No change | 92,229 | 7,060 | 1.5% | 1.5% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Modern Wealth Management, LLC | History | No change | 91,906 | 7,035 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Family Wealth, LLC | History | No change | 91,785 | 7,026 | 1.26% | 1.26% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Montgomery Financial Services LLC | History | No change | 91,634 | 7,014 | 6.1% | 6.1% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 91,606 | 7,012 | 0.18% | 0.18% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWMG, LLC | History | No change | 87,886 | 6,898 | 1.63% | 1.63% | 251 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | No change | 89,662 | 6,863 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 87,184 | 6,673 | 0.82% | 0.82% | 253 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 86,813 | 6,645 | 0.88% | 0.88% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key Capital Management, INC | History | No change | 86,213 | 6,599 | 3.4% | 3.4% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New World Advisors LLC | History | No change | 85,132 | 6,516 | 1.11% | 1.11% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 84,315 | 6,454 | 0.1% | 0.1% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 83,296 | 6,376 | 1.16% | 1.16% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 81,900 | 6,269 | 0.18% | 0.18% | 259 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | No change | 81,897 | 6,269 | 4.25% | 4.25% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Causey Wealth LLC | History | No change | 80,959 | 6,197 | 2.42% | 2.42% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Wealth Advisors, LLC | History | No change | 80,912 | 6,193 | 0.68% | 0.68% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Financial Group LLC | History | No change | 80,653 | 6,173 | 0.69% | 0.69% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clifford Group, LLC | History | No change | 80,425 | 6,156 | 4.26% | 4.26% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 80,424 | 6,156 | 0.45% | 0.45% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Landing Point Financial Group, LLC | History | No change | 80,378 | 6,152 | 2.09% | 2.09% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY TRUST CO | History | No change | 80,076 | 6,129 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 79,629 | 6,095 | 0.42% | 0.42% | 268 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 78,757 | 6,028 | 1.22% | 1.22% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Robinswood Financial LLC | History | No change | 78,491 | 6,008 | 1.72% | 1.72% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | No change | 77,248 | 5,995 | 3.74% | 3.74% | 271 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 77,965 | 5,968 | 0.71% | 0.71% | 272 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| United Asset Strategies, Inc. | History | No change | 77,750 | 5,951 | 0.42% | 0.42% | 273 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 73,988 | 5,855 | 0.22% | 0.23% | 274 | -1,277 | -1.7% | Q3 2026 | Oct 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 75,493 | 5,778 | 0.12% | 0.12% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 75,388 | 5,771 | 1.25% | 1.25% | 276 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OneAscent Family Office, LLC | History | No change | 74,720 | 5,719 | 2.89% | 2.89% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 74,422 | 5,697 | 0.52% | 0.52% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 73,816 | 5,650 | 3.23% | 3.23% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 73,685 | 5,640 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 73,593 | 5,633 | 1.81% | 1.81% | 281 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Riverwater Partners LLC | History | No change | 72,288 | 5,533 | 1.64% | 1.64% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebrook Private Inc. | History | No change | 71,749 | 5,492 | 1.0% | 1.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IF Advisors, LLC | History | No change | 70,505 | 5,397 | 3.55% | 3.55% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 69,768 | 5,340 | 0.16% | 0.16% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 69,594 | 5,327 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DV EQUITIES, LLC | History | No change | 69,483 | 5,318 | 0.76% | 0.76% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | No change | 69,468 | 5,317 | 0.27% | 0.27% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 69,271 | 5,302 | 0.95% | 0.95% | 289 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Architects, LLC | History | No change | 69,055 | 5,286 | 0.42% | 0.42% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 68,774 | 5,264 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 68,633 | 5,253 | 0.53% | 0.53% | 292 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 67,937 | 5,200 | 0.1% | 0.1% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 67,285 | 5,150 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key FInancial Inc | History | No change | 67,082 | 5,135 | 0.84% | 0.84% | 295 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthShield Partners, LLC | History | No change | 66,966 | 5,126 | 0.78% | 0.78% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 66,865 | 5,118 | 1.46% | 1.46% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 66,431 | 5,085 | 1.45% | 1.45% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 64,118 | 4,908 | 0.92% | 0.92% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harbor Group, Inc. | History | No change | 64,126 | 4,908 | 0.58% | 0.58% | 300 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |