iShares, Inc. - ESGE
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 | 16,489,651 | 901,819 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 5,936,258 | 324,654 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,462,480 | 298,743 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 4,655,004 | 254,582 | 0.61% | 0.61% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WIT, LLC | History | No change | 4,518,911 | 247,139 | 3.95% | 3.95% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 3,292,738 | 180,079 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 3,042,236 | 166,380 | 0.28% | 0.28% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,822,780 | 152,176 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 2,776,338 | 149,672 | 1.0% | 1.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,621,901 | 143,391 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,516,931 | 137,650 | 0.26% | 0.26% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 2,026,010 | 110,802 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,907,808 | 104,338 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 1,781,398 | 97,424 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,718,903 | 94,006 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,703,590 | 93,169 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,299,752 | 71,763 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,288,929 | 70,491 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 1,283,116 | 70,173 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acorns Advisers, LLC | History | No change | 1,187,994 | 64,971 | 0.42% | 0.42% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,041,491 | 56,959 | 0.2% | 0.2% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 932,491 | 50,997 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 734,756 | 40,502 | 0.48% | 0.48% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 730,940 | 39,975 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 718,646 | 39,302 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 693,861 | 37,947 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 665,440 | 36,394 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 622,173 | 34,026 | 0.42% | 0.42% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 564,283 | 30,860 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 500,000 | 27,345 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMPACTfolio, LLC | History | No change | 498,176 | 27,245 | 10.26% | 10.26% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 425,195 | 23,253 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIDUCIARY TRUST CO | History | No change | 407,888 | 22,307 | 0.24% | 0.24% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 363,923 | 19,902 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 349,451 | 19,111 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 339,722 | 18,579 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| EASTERN BANK | History | Reduced | 336,114 | 18,203 | 0.28% | 0.28% | 37 | -2,980 | -0.88% | Q3 2026 | Oct 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 331,003 | 18,102 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 322,945 | 17,661 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 319,148 | 17,454 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 312,630 | 17,097 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 280,372 | 15,184 | 0.18% | 0.19% | 42 | -1,377 | -0.49% | Q3 2026 | Oct 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 262,736 | 14,369 | 0.21% | 0.21% | 43 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 249,207 | 13,629 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 282,277 | 12,835 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 205,792 | 11,254 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 193,007 | 10,555 | 0.16% | 0.16% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forefront Analytics, LLC | History | No change | 192,398 | 10,522 | 11.43% | 11.43% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 186,685 | 10,209 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 174,125 | 9,522 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 170,076 | 9,301 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ally Invest Advisors Inc. | History | No change | 169,049 | 9,245 | 0.56% | 0.56% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 168,404 | 9,210 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 171,457 | 9,204 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 166,631 | 9,113 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Intergy Private Wealth, LLC | History | No change | 163,205 | 8,925 | 2.06% | 2.06% | 56 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | No change | 159,429 | 8,719 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modera Wealth Management, LLC | History | No change | 155,700 | 8,515 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 153,284 | 8,383 | 0.42% | 0.42% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 150,083 | 8,208 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 148,882 | 8,142 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stanich Group LLC | History | No change | 147,616 | 8,072 | 5.08% | 5.08% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 139,626 | 7,636 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 132,262 | 7,233 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 130,114 | 7,115 | 0.47% | 0.47% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Laurel Wealth Planning LLC | History | No change | 128,745 | 7,041 | 3.12% | 3.12% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 127,903 | 6,995 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 126,515 | 6,919 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 123,954 | 6,779 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 121,454 | 6,642 | 0.15% | 0.15% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 120,456 | 6,567 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 113,898 | 6,229 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 109,539 | 5,990 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 107,893 | 5,900 | 0.36% | 0.36% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 106,171 | 5,806 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 104,287 | 5,703 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 101,665 | 5,560 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 100,292 | 5,484 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 100,200 | 5,479 | 1.61% | 1.61% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 95,940 | 5,246 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | No change | 94,530 | 5,169 | 0.88% | 0.88% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 92,730 | 5,071 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 92,355 | 5,050 | 0.15% | 0.15% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 92,013 | 5,032 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 91,220 | 4,886 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 88,811 | 4,857 | 0.49% | 0.49% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Janney Montgomery Scott LLC | History | No change | 88,721 | 4,852 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 85,133 | 4,655 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 84,868 | 4,641 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 83,930 | 4,590 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centennial Bank/AR/ | History | No change | 80,250 | 4,388 | 1.41% | 1.41% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 77,840 | 4,257 | 1.72% | 1.72% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 75,966 | 4,154 | 0.52% | 0.52% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 70,631 | 3,862 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlTi Global, Inc. | History | No change | 70,186 | 3,838 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 70,005 | 3,828 | 0.09% | 0.09% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 69,962 | 3,826 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atomic Invest LLC | History | No change | 70,239 | 3,788 | 0.33% | 0.33% | 98 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Farther Finance Advisors, LLC | History | No change | 68,299 | 3,734 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Apella Capital, LLC | History | No change | 70,927 | 3,731 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GeoWealth Management, LLC | History | No change | 66,693 | 3,647 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Perigon Wealth Management, LLC | History | No change | 64,509 | 3,528 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 63,089 | 3,450 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 61,944 | 3,387 | 0.26% | 0.26% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOKF, NA | History | No change | 61,437 | 3,359 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 60,404 | 3,303 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOFI WEALTH, LLC | History | No change | 59,148 | 3,234 | 0.13% | 0.13% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 59,144 | 3,234 | 1.12% | 1.12% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archer Investment Management, LLC | History | No change | 58,417 | 3,194 | 1.09% | 1.09% | 109 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 58,079 | 3,176 | 0.25% | 0.25% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 58,081 | 3,176 | 1.34% | 1.34% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 57,159 | 3,126 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 55,892 | 3,056 | 0.37% | 0.37% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 53,840 | 2,944 | 2.09% | 2.09% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 53,593 | 2,930 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 53,144 | 2,906 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 52,988 | 2,897 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 51,050 | 2,791 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Affiance Financial, LLC | History | No change | 50,876 | 2,782 | 0.4% | 0.4% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Impact Investors, Inc | History | No change | 50,744 | 2,775 | 2.03% | 2.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 50,724 | 2,774 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 50,519 | 2,762 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 50,353 | 2,753 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HB Wealth Management, LLC | History | No change | 48,249 | 2,638 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| One Wealth Advisors, LLC | History | No change | 46,912 | 2,565 | 0.28% | 0.28% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 46,725 | 2,555 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 46,287 | 2,532 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 45,683 | 2,498 | 0.27% | 0.27% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 45,550 | 2,491 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| One Capital Management, LLC | History | No change | 53,260 | 2,421 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 45,810 | 2,407 | 0.7% | 0.7% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | No change | 42,824 | 2,342 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JNBA Financial Advisors | History | No change | 42,317 | 2,314 | 0.18% | 0.18% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 42,275 | 2,312 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 41,579 | 2,273 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | No change | 41,579 | 2,273 | 0.29% | 0.29% | 136 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Heritage Wealth Advisors | History | No change | 41,252 | 2,256 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 41,232 | 2,254 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 40,998 | 2,242 | 0.93% | 0.93% | 139 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vise Technologies, Inc. | History | No change | 40,097 | 2,192 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 39,969 | 2,185 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 39,567 | 2,163 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 39,118 | 2,139 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 38,731 | 2,118 | 1.73% | 1.73% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 38,634 | 2,112 | 0.23% | 0.23% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 38,589 | 2,110 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haverford Trust Co | History | No change | 37,866 | 2,070 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 37,773 | 2,065 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 37,375 | 2,044 | 0.19% | 0.19% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 37,361 | 2,043 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 37,247 | 2,037 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 37,082 | 2,028 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 36,669 | 2,005 | 1.55% | 1.55% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baron Financial Group, LLC | History | No change | 36,366 | 1,988 | 0.95% | 0.95% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NorthRock Partners, LLC | History | No change | 35,948 | 1,965 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 35,533 | 1,943 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | No change | 34,244 | 1,872 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | No change | 33,860 | 1,851 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Architects, LLC | History | No change | 33,604 | 1,837 | 0.15% | 0.15% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealth Advisory Team LLC | History | No change | 32,895 | 1,799 | 1.46% | 1.46% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 32,786 | 1,793 | 0.18% | 0.18% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Omega Financial Group, LLC | History | No change | 32,629 | 1,784 | 0.54% | 0.54% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CreativeOne Wealth, LLC | History | No change | 32,409 | 1,772 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Capital Management, Inc. | History | No change | 31,802 | 1,739 | 0.2% | 0.2% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| eCIO, Inc. | History | No change | 31,670 | 1,732 | 0.49% | 0.49% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 31,278 | 1,710 | 1.02% | 1.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 30,686 | 1,678 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 30,395 | 1,662 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 30,000 | 1,640 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 30,678 | 1,629 | 0.21% | 0.21% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JMG Financial Group, Ltd. | History | No change | 29,701 | 1,624 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sharkey, Howes & Javer | History | No change | 29,321 | 1,603 | 0.19% | 0.19% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 29,187 | 1,596 | 0.79% | 0.79% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equita Financial Network, Inc. | History | No change | 28,878 | 1,579 | 0.44% | 0.44% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 28,674 | 1,568 | 0.1% | 0.1% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integris Wealth Management, LLC | History | No change | 28,005 | 1,531 | 0.31% | 0.31% | 176 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 27,600 | 1,509 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 29,290 | 1,492 | 0.18% | 0.18% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EQ LLC | History | No change | 27,251 | 1,490 | 0.37% | 0.37% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Torren Management, LLC | History | No change | 27,109 | 1,482 | 0.75% | 0.75% | 180 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Compound Planning, Inc. | History | No change | 27,094 | 1,481 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 26,784 | 1,464 | 0.08% | 0.08% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 26,763 | 1,463 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 26,652 | 1,457 | 0.12% | 0.12% | 184 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Weil Company, Inc. | History | No change | 26,393 | 1,443 | 0.25% | 0.25% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WESBANCO BANK INC | History | No change | 26,382 | 1,442 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 25,699 | 1,405 | 0.17% | 0.17% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Maia Wealth LLC | History | No change | 25,612 | 1,400 | 0.21% | 0.21% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Johnson Financial Group, Inc. | History | No change | 25,427 | 1,390 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SigFig Wealth Management, LLC | History | No change | 25,545 | 1,377 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 25,185 | 1,377 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 25,159 | 1,375 | 0.86% | 0.86% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | No change | 25,047 | 1,369 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Kestra Advisory Services, LLC | History | No change | 24,951 | 1,364 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 24,595 | 1,345 | 0.15% | 0.15% | 195 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 24,162 | 1,321 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Amundi | History | No change | 24,115 | 1,318 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 23,849 | 1,304 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 23,493 | 1,284 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEEDS INVESTOR LLC | History | No change | 23,281 | 1,273 | 0.13% | 0.13% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 23,082 | 1,262 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 22,782 | 1,245 | 0.45% | 0.45% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 22,721 | 1,242 | 0.75% | 0.75% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTRAL TRUST Co | History | No change | 21,085 | 1,153 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trust Co | History | No change | 20,775 | 1,136 | 0.1% | 0.1% | 205 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mascoma Wealth Management LLC | History | No change | 20,620 | 1,127 | 0.21% | 0.21% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Brooklyn FI, LLC | History | No change | 21,640 | 1,127 | 0.21% | 0.21% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 20,599 | 1,126 | 0.18% | 0.18% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Western Wealth Management, LLC | History | No change | 20,386 | 1,114 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbia Bank | History | No change | 20,210 | 1,105 | 0.25% | 0.25% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jordan Park Group LLC | History | No change | 20,089 | 1,098 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 19,811 | 1,083 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 19,668 | 1,075 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 19,609 | 1,072 | 0.14% | 0.14% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 19,514 | 1,067 | 0.08% | 0.08% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 19,462 | 1,064 | 0.36% | 0.36% | 216 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 19,372 | 1,059 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Enterprises, LLC | History | No change | 19,075 | 1,043 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cresset Asset Management, LLC | History | No change | 18,825 | 1,029 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 18,470 | 1,010 | 0.15% | 0.15% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Madrid Wealth Management, LLC | History | No change | 18,478 | 1,010 | 0.66% | 0.66% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MGO ONE SEVEN LLC | History | No change | 18,239 | 997 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Krilogy Financial LLC | History | No change | 18,172 | 993 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 18,132 | 991 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prism Advisors, Inc. | History | No change | 18,021 | 985 | 0.24% | 0.24% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 17,828 | 975 | 0.24% | 0.24% | 226 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aureum Wealth Management, LLC | History | No change | 17,779 | 972 | 0.6% | 0.6% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMERCE BANK | History | No change | 17,566 | 960 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 17,510 | 957 | 0.13% | 0.13% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Napier Financial, LLC | History | No change | 17,366 | 949 | 0.2% | 0.2% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Benchmark Financial, LLC | History | No change | 17,243 | 943 | 0.77% | 0.77% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Morling Financial Advisors, LLC | History | No change | 17,117 | 936 | 0.26% | 0.26% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 17,075 | 933 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLIO Financial Planning | History | No change | 16,910 | 924 | 0.23% | 0.23% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 16,654 | 910 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 16,567 | 906 | 0.43% | 0.43% | 236 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 16,650 | 901 | 0.02% | 0.02% | 237 | -660 | -3.81% | Q3 2026 | Oct 05, 2026 |
| WHITTIER TRUST CO | History | No change | 16,461 | 889 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversify Advisory Services, LLC | History | No change | 17,403 | 889 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 17,403 | 889 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RFG Advisory, LLC | History | No change | 15,817 | 865 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 15,776 | 862 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hardy Reed LLC | History | No change | 15,626 | 854 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 15,616 | 854 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fund Evaluation Group, LLC | History | No change | 15,605 | 853 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keel Point, LLC | History | No change | 15,376 | 840 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 15,352 | 839 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 15,319 | 838 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 15,284 | 835 | 0.38% | 0.38% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 15,192 | 830 | 0.1% | 0.1% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 15,405 | 823 | 0.12% | 0.12% | 251 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 15,062 | 823 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 14,861 | 812 | 0.23% | 0.23% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Point Capital Partners LLC | History | No change | 14,603 | 798 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 14,422 | 788 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 14,388 | 786 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 14,154 | 774 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Shepherd Financial Partners LLC | History | No change | 14,159 | 774 | 0.06% | 0.06% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | No change | 14,079 | 769 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Facet Wealth, Inc. | History | No change | 13,893 | 759 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ethos Financial Group, LLC | History | No change | 15,429 | 756 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 13,639 | 746 | 0.37% | 0.37% | 262 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CIBC Asset Management Inc | History | No change | 13,610 | 744 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 13,538 | 740 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 13,464 | 736 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portland Global Advisors LLC | History | No change | 13,275 | 726 | 0.07% | 0.07% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 13,237 | 723 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 13,210 | 722 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Wealth Group, LLC | History | No change | 13,120 | 717 | 0.15% | 0.15% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tortoise Investment Management, LLC | History | No change | 12,859 | 703 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advantage, Inc. | History | No change | 12,805 | 700 | 0.09% | 0.09% | 271 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversified Trust Co | History | No change | 12,772 | 698 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PDS Planning, Inc | History | No change | 12,750 | 697 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 12,736 | 696 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 15,114 | 692 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 12,583 | 688 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 12,573 | 687 | 0.46% | 0.46% | 277 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Regal Investment Advisors LLC | History | No change | 12,540 | 685 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 12,520 | 684 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 12,506 | 683 | 0.3% | 0.3% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UMB Bank, n.a. | History | No change | 12,481 | 682 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 12,334 | 674 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 12,480 | 672 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CGN Advisors LLC | History | No change | 12,267 | 670 | 0.05% | 0.05% | 284 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 12,174 | 665 | 0.6% | 0.6% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MA Private Wealth | History | No change | 12,096 | 661 | 0.1% | 0.1% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 12,015 | 657 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 11,971 | 654 | 0.09% | 0.09% | 288 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 11,914 | 651 | 0.1% | 0.1% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 11,873 | 649 | 0.36% | 0.36% | 290 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 11,807 | 645 | 0.17% | 0.17% | 291 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TriaGen Wealth Management LLC | History | No change | 11,737 | 641 | 0.16% | 0.16% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 11,643 | 636 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 11,593 | 634 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 11,558 | 632 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Solutions Group, LLC | History | No change | 11,559 | 632 | 0.21% | 0.21% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Midwest Trust Co | History | No change | 11,440 | 625 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 11,416 | 624 | 0.19% | 0.19% | 298 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Range Advisory, LLC | History | No change | 11,241 | 614 | 0.07% | 0.07% | 299 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Plancorp, LLC | History | No change | 11,820 | 610 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |