iSHARES TRUST - ESGD
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 | 9,455,930 | 972,164 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,773,616 | 796,640 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empower Advisory Group, LLC | History | No change | 5,431,650 | 558,427 | 1.33% | 1.33% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,064,070 | 520,637 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 4,873,244 | 501,018 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 4,581,349 | 471,008 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 3,972,639 | 408,427 | 0.69% | 0.69% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 2,950,589 | 302,376 | 2.02% | 2.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acorns Advisers, LLC | History | No change | 1,642,193 | 168,834 | 1.1% | 1.1% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,563,789 | 160,773 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,533,371 | 157,645 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,484,182 | 152,588 | 0.19% | 0.19% | 12 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| US BANCORP \DE\ | History | No change | 1,287,442 | 132,361 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 1,283,855 | 131,993 | 0.25% | 0.25% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,274,392 | 131,020 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,221,505 | 125,582 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,216,570 | 125,075 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,115,547 | 114,689 | 0.39% | 0.39% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 1,058,614 | 108,836 | 1.3% | 1.3% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 975,966 | 100,339 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 973,616 | 100,069 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 945,480 | 97,204 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPINNAKER TRUST | History | No change | 907,376 | 93,287 | 4.53% | 4.53% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | No change | 870,465 | 89,492 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 846,705 | 87,049 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | History | No change | 775,300 | 79,708 | 15.4% | 15.4% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 656,526 | 67,497 | 0.26% | 0.26% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 632,314 | 65,008 | 0.71% | 0.71% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 615,682 | 63,298 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 597,951 | 61,475 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 557,789 | 57,346 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 514,835 | 52,930 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 509,934 | 52,427 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 492,111 | 50,593 | 0.62% | 0.62% | 34 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 523,178 | 50,026 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olde Wealth Management, LLC | History | No change | 434,001 | 44,619 | 12.65% | 12.65% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMPACTfolio, LLC | History | No change | 430,343 | 44,243 | 16.66% | 16.66% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SEI INVESTMENTS CO | History | No change | 375,979 | 38,654 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 375,356 | 38,590 | 0.18% | 0.18% | 39 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 356,409 | 36,642 | 0.2% | 0.2% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 346,929 | 35,667 | 8.78% | 8.78% | 41 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mariner, LLC | History | No change | 314,863 | 32,370 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Note Wealth, LLC | History | No change | 313,173 | 32,197 | 5.49% | 5.49% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Composition Wealth, LLC | History | No change | 310,104 | 31,881 | 0.37% | 0.37% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 304,935 | 31,347 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ally Invest Advisors Inc. | History | No change | 297,816 | 30,618 | 1.85% | 1.85% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlTi Global, Inc. | History | No change | 289,260 | 29,738 | 0.61% | 0.61% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 282,212 | 29,014 | 0.42% | 0.42% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EASTERN BANK | History | Reduced | 276,229 | 28,465 | 0.43% | 0.44% | 49 | -4,260 | -1.52% | Q3 2026 | Oct 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 269,484 | 27,364 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 261,607 | 26,722 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 257,039 | 26,426 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 251,429 | 25,849 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 249,137 | 25,613 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 241,378 | 24,816 | 0.22% | 0.22% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ellevest, Inc. | History | No change | 519,661 | 24,291 | 2.86% | 2.86% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stanich Group LLC | History | No change | 232,994 | 23,953 | 15.08% | 15.08% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bank of New York Mellon Corp | History | No change | 226,326 | 23,268 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 225,764 | 23,210 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Odyssey Group, LLC | History | No change | 220,180 | 22,636 | 6.13% | 6.13% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 203,791 | 20,951 | 0.76% | 0.76% | 61 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 195,241 | 20,072 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 191,817 | 19,720 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FinArc Investments, Inc. | History | No change | 186,142 | 19,137 | 17.35% | 17.35% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Windsor Capital Management, LLC | History | No change | 177,687 | 18,268 | 4.75% | 4.75% | 65 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 172,727 | 17,758 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 172,080 | 17,692 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 171,088 | 17,589 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 163,989 | 16,859 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 156,526 | 16,092 | 0.25% | 0.25% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 153,209 | 15,751 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 146,928 | 15,105 | 0.16% | 0.16% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atomic Invest LLC | History | No change | 137,081 | 14,044 | 1.23% | 1.23% | 73 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Shira Ridge Wealth Management | History | No change | 135,088 | 13,888 | 4.85% | 4.85% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 132,543 | 13,626 | 0.41% | 0.41% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Architects, LLC | History | No change | 132,123 | 13,583 | 1.07% | 1.07% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 126,104 | 12,964 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 123,195 | 12,665 | 0.29% | 0.29% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 118,838 | 12,217 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fund Evaluation Group, LLC | History | No change | 116,875 | 12,015 | 0.32% | 0.32% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 115,954 | 11,921 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 113,018 | 11,619 | 2.29% | 2.29% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 111,208 | 11,433 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Impact Investors, Inc | History | No change | 110,574 | 11,368 | 8.31% | 8.31% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 109,170 | 11,223 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 106,479 | 10,947 | 0.1% | 0.1% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 105,989 | 10,896 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 104,788 | 10,773 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Forefront Analytics, LLC | History | No change | 104,247 | 10,717 | 11.65% | 11.65% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 104,183 | 10,711 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 102,299 | 10,517 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 99,054 | 10,183 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 98,140 | 10,089 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 96,757 | 9,947 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 95,969 | 9,866 | 0.24% | 0.24% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orgel Wealth Management, LLC | History | No change | 90,566 | 9,311 | 0.18% | 0.18% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Laurel Wealth Planning LLC | History | No change | 89,199 | 9,170 | 4.06% | 4.06% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 84,064 | 8,642 | 1.09% | 1.09% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 79,580 | 8,181 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Apella Capital, LLC | History | No change | 78,962 | 8,137 | 0.11% | 0.11% | 100 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Mascoma Wealth Management LLC | History | No change | 78,697 | 8,090 | 1.5% | 1.5% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 76,512 | 7,866 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 76,196 | 7,836 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Xena Financial Planning, LLC | History | No change | 75,138 | 7,724 | 7.41% | 7.41% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 74,537 | 7,663 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 74,525 | 7,661 | 0.58% | 0.58% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 73,016 | 7,506 | 0.12% | 0.12% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 77,721 | 7,431 | 0.21% | 0.21% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 71,523 | 7,353 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Facet Wealth, Inc. | History | No change | 70,247 | 7,222 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 68,476 | 7,039 | 0.59% | 0.59% | 111 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Centennial Bank/AR/ | History | No change | 67,925 | 6,983 | 2.25% | 2.25% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 66,989 | 6,887 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 66,604 | 6,847 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 63,656 | 6,544 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quent Capital, LLC | History | No change | 63,623 | 6,541 | 0.4% | 0.4% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthRock Partners, LLC | History | No change | 63,343 | 6,512 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accredited Investors Inc. | History | No change | 63,199 | 6,497 | 0.28% | 0.28% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 63,116 | 6,488 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WRAPMANAGER INC | History | No change | 61,081 | 6,279 | 1.96% | 1.96% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fisher Asset Management, LLC | History | No change | 60,293 | 6,198 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTRAL TRUST Co | History | No change | 59,911 | 6,159 | 0.11% | 0.11% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 59,699 | 6,137 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RVW Wealth, LLC | History | No change | 57,446 | 5,906 | 0.39% | 0.39% | 124 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 57,267 | 5,887 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 56,017 | 5,759 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BSW Wealth Partners | History | No change | 55,813 | 5,738 | 0.64% | 0.64% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 51,867 | 5,332 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 50,941 | 5,238 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 50,024 | 5,142 | 2.17% | 2.17% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Garde Capital, Inc. | History | No change | 49,875 | 5,127 | 0.23% | 0.23% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Decker Retirement Planning Inc. | History | No change | 47,245 | 4,857 | 1.65% | 1.65% | 132 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 47,019 | 4,834 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 46,023 | 4,731 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 45,419 | 4,669 | 0.51% | 0.51% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 44,378 | 4,562 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 44,311 | 4,555 | 1.95% | 1.95% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Heritage Wealth Advisors | History | No change | 44,198 | 4,544 | 0.16% | 0.16% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 44,064 | 4,530 | 0.54% | 0.54% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 43,951 | 4,518 | 2.82% | 2.82% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veridan Wealth LLC | History | No change | 43,954 | 4,518 | 1.54% | 1.54% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 43,255 | 4,447 | 1.85% | 1.85% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 42,628 | 4,382 | 0.4% | 0.4% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 40,132 | 4,125 | 2.77% | 2.77% | 144 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 40,118 | 4,124 | 1.94% | 1.94% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integris Wealth Management, LLC | History | No change | 39,848 | 4,096 | 0.83% | 0.83% | 146 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Keel Point, LLC | History | No change | 39,754 | 4,087 | 0.24% | 0.24% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| eCIO, Inc. | History | No change | 39,656 | 4,077 | 1.15% | 1.15% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 40,064 | 4,074 | 0.49% | 0.49% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 39,588 | 4,070 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dunhill Financial, LLC | History | No change | 39,555 | 4,067 | 0.83% | 0.83% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brio Consultants, LLC | History | No change | 39,514 | 4,062 | 0.48% | 0.48% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Affiance Financial, LLC | History | No change | 39,390 | 4,049 | 0.58% | 0.58% | 153 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 37,237 | 3,828 | 0.32% | 0.32% | 154 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 37,025 | 3,806 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | No change | 36,895 | 3,793 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Midwest Trust Co | History | No change | 36,677 | 3,770 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sincerus Advisory, LLC | History | No change | 36,579 | 3,760 | 2.55% | 2.55% | 158 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 36,540 | 3,756 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 36,307 | 3,732 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 35,948 | 3,695 | 2.45% | 2.45% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Capital Management, Inc. | History | No change | 35,745 | 3,674 | 0.42% | 0.42% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 35,676 | 3,667 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 35,550 | 3,654 | 1.81% | 1.81% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 35,222 | 3,621 | 2.17% | 2.17% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 35,002 | 3,598 | 0.18% | 0.18% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Advisory Team LLC | History | No change | 33,679 | 3,462 | 2.81% | 2.81% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 33,490 | 3,443 | 1.19% | 1.19% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 33,427 | 3,436 | 0.2% | 0.2% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Plancorp, LLC | History | No change | 33,458 | 3,423 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 33,241 | 3,417 | 0.43% | 0.43% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WIT, LLC | History | No change | 32,336 | 3,324 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montis Financial, LLC | History | No change | 32,084 | 3,298 | 0.67% | 0.67% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 31,704 | 3,259 | 0.51% | 0.51% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 30,349 | 3,120 | 0.47% | 0.47% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baron Financial Group, LLC | History | No change | 30,130 | 3,097 | 1.48% | 1.48% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GeoWealth Management, LLC | History | No change | 30,082 | 3,092 | 0.1% | 0.1% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 30,006 | 3,084 | 0.16% | 0.16% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESBANCO BANK INC | History | No change | 29,778 | 3,061 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 29,771 | 3,060 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 29,336 | 3,016 | 0.19% | 0.19% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pioneer Wealth Management Group | History | No change | 29,230 | 3,005 | 0.73% | 0.73% | 182 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 29,204 | 3,002 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Haverford Trust Co | History | No change | 28,699 | 2,950 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 28,457 | 2,924 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 28,020 | 2,880 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 27,951 | 2,873 | 0.31% | 0.31% | 187 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 27,867 | 2,871 | 0.03% | 0.03% | 188 | +303 | 1.1% | Q3 2026 | Oct 05, 2026 |
| Diversified Trust Co | History | No change | 27,792 | 2,857 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brooklyn FI, LLC | History | No change | 27,600 | 2,852 | 0.52% | 0.52% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 27,282 | 2,804 | 0.21% | 0.21% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Torren Management, LLC | History | No change | 26,778 | 2,753 | 1.4% | 1.4% | 192 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JMG Financial Group, Ltd. | History | No change | 26,718 | 2,746 | 0.07% | 0.07% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 26,667 | 2,741 | 0.46% | 0.46% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 26,458 | 2,720 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 26,102 | 2,683 | 0.12% | 0.12% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHOREO, LLC | History | No change | 25,976 | 2,670 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| One Wealth Advisors, LLC | History | No change | 25,675 | 2,639 | 0.29% | 0.29% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | No change | 25,571 | 2,628 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 25,375 | 2,608 | 1.15% | 1.15% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TriaGen Wealth Management LLC | History | No change | 24,502 | 2,519 | 0.63% | 0.63% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 24,494 | 2,518 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Janney Montgomery Scott LLC | History | No change | 24,432 | 2,512 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 24,307 | 2,499 | 0.47% | 0.47% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aureum Wealth Management, LLC | History | No change | 23,363 | 2,401 | 1.49% | 1.49% | 205 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 23,352 | 2,400 | 0.31% | 0.31% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 23,343 | 2,399 | 0.26% | 0.26% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICUS CAPITAL | History | No change | 23,314 | 2,396 | 0.15% | 0.15% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BigSur Wealth Management LLC | History | No change | 23,000 | 2,364 | 0.57% | 0.57% | 209 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 22,480 | 2,326 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 22,458 | 2,308 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OLIO Financial Planning | History | No change | 21,848 | 2,246 | 0.56% | 0.56% | 212 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | No change | 21,802 | 2,241 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 21,037 | 2,162 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 20,297 | 2,086 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 20,288 | 2,085 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Financial Bank - Trust Division | History | No change | 20,018 | 2,062 | 0.15% | 0.15% | 217 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Values Added Financial LLC | History | No change | 19,957 | 2,051 | 0.74% | 0.74% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BIRCHBROOK, INC. | History | No change | 19,576 | 2,012 | 0.94% | 0.94% | 219 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 19,206 | 1,958 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 19,007 | 1,954 | 0.21% | 0.21% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 18,550 | 1,907 | 0.34% | 0.34% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 18,478 | 1,899 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madrid Wealth Management, LLC | History | No change | 18,397 | 1,891 | 1.24% | 1.24% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 18,035 | 1,854 | 0.23% | 0.23% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ryan Investment Management, Inc. | History | No change | 17,994 | 1,849 | 0.84% | 0.84% | 226 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 17,841 | 1,834 | 0.55% | 0.55% | 227 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Weil Company, Inc. | History | No change | 17,667 | 1,816 | 0.32% | 0.32% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Acropolis Investment Management, LLC | History | No change | 17,563 | 1,805 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RHS Financial, LLC | History | No change | 17,345 | 1,783 | 0.72% | 0.72% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 17,342 | 1,782 | 0.35% | 0.35% | 231 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 17,319 | 1,780 | 1.46% | 1.46% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trilogy Capital Inc. | History | No change | 17,232 | 1,771 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Pure Financial Advisors, LLC | History | No change | 17,169 | 1,765 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CGN Advisors LLC | History | No change | 16,552 | 1,701 | 0.12% | 0.12% | 235 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Parallel Advisors, LLC | History | No change | 16,515 | 1,697 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Wealth Group, LLC | History | No change | 16,511 | 1,697 | 0.35% | 0.35% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 16,485 | 1,694 | 0.45% | 0.45% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Portland Global Advisors LLC | History | No change | 16,130 | 1,658 | 0.16% | 0.16% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Williams & Novak, LLC | History | No change | 15,920 | 1,636 | 1.08% | 1.08% | 240 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 15,884 | 1,633 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 15,874 | 1,631 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 15,817 | 1,626 | 0.59% | 0.59% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 15,808 | 1,625 | 0.15% | 0.15% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 15,556 | 1,599 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 15,296 | 1,572 | 0.15% | 0.15% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 15,262 | 1,569 | 0.77% | 0.77% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 15,108 | 1,553 | 0.19% | 0.19% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14,892 | 1,531 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 14,147 | 1,454 | 0.22% | 0.22% | 250 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Coastline Trust Co | History | Reduced | 14,065 | 1,449 | 0.14% | 0.15% | 251 | -1,932 | -12.08% | Q3 2026 | Oct 01, 2026 |
| DRW Securities, LLC | History | No change | 14,072 | 1,446 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 14,039 | 1,443 | 0.11% | 0.11% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 14,000 | 1,439 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 13,946 | 1,433 | 0.21% | 0.21% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 13,864 | 1,425 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Range Advisory, LLC | History | No change | 13,864 | 1,425 | 0.17% | 0.17% | 257 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HF Advisory Group, LLC | History | No change | 13,626 | 1,400 | 0.43% | 0.43% | 258 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BROWN ADVISORY INC | History | No change | 13,503 | 1,388 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | No change | 13,376 | 1,375 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 13,382 | 1,375 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cascade Financial Partners, LLC | History | No change | 13,367 | 1,374 | 0.12% | 0.12% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NEPC LLC | History | No change | 13,340 | 1,371 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 13,210 | 1,358 | 0.59% | 0.59% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Wealth Management Group, LLC | History | No change | 13,123 | 1,349 | 0.31% | 0.31% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 12,991 | 1,335 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,870 | 1,323 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 12,809 | 1,316 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mendel Capital Management LLC | History | No change | 12,742 | 1,310 | 0.59% | 0.59% | 269 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Argentarii, LLC | History | No change | 12,202 | 1,307 | 0.39% | 0.39% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ipsen Advisor Group LLC | History | No change | 12,668 | 1,302 | 0.84% | 0.84% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,622 | 1,297 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 12,607 | 1,296 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Omega Financial Group, LLC | History | No change | 12,581 | 1,293 | 0.39% | 0.39% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 12,524 | 1,287 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pathway Financial Advisors LLC | History | No change | 12,439 | 1,285 | 0.15% | 0.15% | 276 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Falcon Wealth Planning | History | No change | 12,333 | 1,267 | 0.08% | 0.08% | 277 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 12,207 | 1,254 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carr Financial Group Corp | History | No change | 12,079 | 1,241 | 0.29% | 0.29% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,050 | 1,238 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 11,963 | 1,229 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 11,830 | 1,216 | 0.17% | 0.17% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Foster Group, Inc. | History | No change | 11,794 | 1,212 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| 1ST SOURCE BANK | History | No change | 11,713 | 1,204 | 0.05% | 0.05% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | No change | 11,615 | 1,194 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RED REEF ADVISORS LLC | History | No change | 11,495 | 1,181 | 1.09% | 1.09% | 286 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Francis Financial, Inc. | History | No change | 11,475 | 1,179 | 0.19% | 0.19% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 11,420 | 1,176 | 0.03% | 0.03% | 288 | -175 | -1.51% | Q3 2026 | Oct 05, 2026 |
| Diversified Enterprises, LLC | History | No change | 11,291 | 1,160 | 0.06% | 0.06% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brewster Financial Planning LLC | History | No change | 11,260 | 1,157 | 0.64% | 0.64% | 290 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 11,191 | 1,150 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,166 | 1,149 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | No change | 11,176 | 1,149 | 0.14% | 0.14% | 293 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 11,143 | 1,145 | 0.19% | 0.19% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 10,861 | 1,116 | 0.17% | 0.17% | 295 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LexAurum Advisors, LLC | History | No change | 10,809 | 1,111 | 0.13% | 0.13% | 296 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 10,755 | 1,105 | 0.5% | 0.5% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | No change | 10,727 | 1,102 | 0.07% | 0.07% | 298 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Financial Group, LLC | History | No change | 10,576 | 1,087 | 0.34% | 0.34% | 299 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McAdam, LLC | History | No change | 10,532 | 1,082 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |