iSHARES TRUST - ESGU
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.
Details.
Showing first 300 of
869 rows for faster page load.
Load all rows.
Rows: 0
| 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 | 13,667,632 | 2,236,981 | 0.14% | 0.14% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,759,389 | 1,911,371 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,586,428 | 914,330 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 4,697,103 | 763,467 | 5.1% | 5.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 4,058,596 | 664,270 | 1.12% | 1.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,914,328 | 640,658 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,748,033 | 449,770 | 0.86% | 0.86% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,678,106 | 438,326 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acorns Advisers, LLC | History | No change | 2,646,512 | 433,154 | 2.82% | 2.82% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,343,264 | 383,522 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,064,131 | 337,836 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,336,785 | 218,791 | 0.75% | 0.75% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 1,291,785 | 211,426 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,279,895 | 209,480 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,070,042 | 175,133 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 708,529 | 115,964 | 1.26% | 1.26% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | History | No change | 519,600 | 85,042 | 16.43% | 16.43% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 514,461 | 84,201 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 510,183 | 83,501 | 0.2% | 0.2% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 380,376 | 62,256 | 0.73% | 0.73% | 20 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 362,915 | 59,398 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ally Invest Advisors Inc. | History | No change | 350,467 | 57,360 | 3.46% | 3.46% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 340,370 | 55,710 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 328,566 | 53,776 | 0.26% | 0.26% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Creative Planning | History | No change | 317,597 | 51,981 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 314,851 | 51,531 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HighTower Advisors, LLC | History | No change | 312,666 | 51,174 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 304,149 | 49,780 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 342,065 | 48,374 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 281,229 | 46,028 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 276,693 | 45,286 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 273,754 | 44,805 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | No change | 267,702 | 43,814 | 0.44% | 0.44% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IMPACTfolio, LLC | History | No change | 259,848 | 42,529 | 16.02% | 16.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 241,166 | 39,471 | 0.9% | 0.9% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 232,232 | 38,009 | 0.46% | 0.46% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 205,158 | 33,788 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atomic Invest LLC | History | No change | 205,231 | 33,349 | 2.93% | 2.93% | 38 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 201,434 | 32,969 | 0.21% | 0.21% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 199,418 | 32,638 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 196,199 | 32,122 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 194,181 | 31,782 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 184,713 | 30,231 | 0.14% | 0.14% | 43 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 184,616 | 30,216 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 183,780 | 30,079 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 182,890 | 29,933 | 0.62% | 0.62% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 178,905 | 29,281 | 0.85% | 0.85% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rock Creek Group LLC | History | No change | 161,100 | 26,367 | 2.65% | 2.65% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 154,912 | 25,354 | 0.76% | 0.76% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 153,263 | 25,084 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 146,606 | 24,187 | 2.99% | 2.99% | 51 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 147,226 | 24,096 | 0.23% | 0.23% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Erickson Financial Group, LLC | History | No change | 137,404 | 22,488 | 12.05% | 12.05% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 132,064 | 21,599 | 0.26% | 0.26% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 129,466 | 21,189 | 0.14% | 0.14% | 55 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 127,139 | 20,808 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 126,597 | 20,719 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 123,135 | 20,153 | 0.42% | 0.42% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | No change | 116,519 | 19,070 | 0.21% | 0.21% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 104,841 | 17,159 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 102,610 | 16,794 | 0.23% | 0.23% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Wealth Advisors, LLC | History | No change | 101,285 | 16,577 | 1.83% | 1.83% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sharkey, Howes & Javer | History | No change | 99,194 | 16,235 | 1.96% | 1.96% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 96,975 | 15,871 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Facet Wealth, Inc. | History | No change | 84,286 | 13,795 | 0.2% | 0.2% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Edge Capital, LLC | History | No change | 83,906 | 13,732 | 1.65% | 1.65% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 82,557 | 13,512 | 3.52% | 3.52% | 67 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 80,721 | 13,211 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 80,000 | 13,093 | 0.51% | 0.51% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 79,800 | 13,060 | 0.93% | 0.93% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 78,634 | 12,870 | 1.07% | 1.07% | 71 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apella Capital, LLC | History | No change | 70,792 | 11,616 | 0.16% | 0.16% | 72 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Laurel Wealth Planning LLC | History | No change | 70,642 | 11,561 | 5.12% | 5.12% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Plancorp, LLC | History | No change | 69,531 | 11,439 | 0.28% | 0.28% | 74 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealth Architects, LLC | History | No change | 69,767 | 11,418 | 0.9% | 0.9% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 69,207 | 11,327 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 69,012 | 11,295 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fisher Asset Management, LLC | History | No change | 67,897 | 11,112 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 67,340 | 11,021 | 0.16% | 0.16% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NorthRock Partners, LLC | History | No change | 65,741 | 10,759 | 0.16% | 0.16% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 65,598 | 10,715 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 62,952 | 10,303 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Blueprint, LLC | History | No change | 62,223 | 10,184 | 0.51% | 0.51% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| &PARTNERS | History | No change | 62,304 | 10,174 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 61,615 | 10,014 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 61,121 | 10,003 | 1.25% | 1.25% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parallel Advisors, LLC | History | No change | 60,483 | 9,899 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 60,173 | 9,855 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 59,809 | 9,788 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clarity Asset Management, Inc. | History | No change | 59,611 | 9,756 | 4.78% | 4.78% | 90 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Decker Retirement Planning Inc. | History | No change | 58,583 | 9,588 | 3.26% | 3.26% | 91 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prudent Man Advisors, LLC | History | No change | 58,312 | 9,543 | 2.18% | 2.18% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keebeck Wealth Management | History | No change | 58,228 | 9,530 | 0.93% | 0.93% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 57,996 | 9,492 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 57,618 | 9,430 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | No change | 57,214 | 9,364 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 57,114 | 9,347 | 0.15% | 0.15% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 56,830 | 9,301 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 56,035 | 9,171 | 1.13% | 1.13% | 99 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| One Capital Management, LLC | History | No change | 64,783 | 9,161 | 0.25% | 0.25% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 54,672 | 8,948 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 54,113 | 8,855 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 53,396 | 8,739 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 52,234 | 8,549 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Merit Financial Group, LLC | History | No change | 51,721 | 8,465 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 50,505 | 8,253 | 1.22% | 1.22% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 49,229 | 8,057 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 48,735 | 7,976 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 48,723 | 7,961 | 0.53% | 0.53% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 48,250 | 7,897 | 6.46% | 6.46% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 54,534 | 7,712 | 1.33% | 1.33% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 45,850 | 7,504 | 2.15% | 2.15% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 44,872 | 7,344 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 44,554 | 7,292 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MEMBERS CAPITAL ADVISORS INC | History | No change | 44,358 | 7,260 | 6.24% | 6.24% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Banco Santander, S.A. | History | No change | 43,263 | 7,080 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 42,400 | 6,939 | 2.88% | 2.88% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 42,126 | 6,893 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 41,534 | 6,797 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 40,778 | 6,674 | 0.34% | 0.34% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Wealth Group, LLC | History | No change | 39,245 | 6,423 | 1.31% | 1.31% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | No change | 38,895 | 6,366 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 38,855 | 6,359 | 0.12% | 0.12% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPINNAKER TRUST | History | No change | 38,657 | 6,326 | 0.31% | 0.31% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 38,657 | 6,326 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 38,367 | 6,279 | 4.45% | 4.45% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 38,183 | 6,249 | 0.27% | 0.27% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 37,743 | 6,177 | 0.74% | 0.74% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mascoma Wealth Management LLC | History | No change | 37,403 | 6,121 | 1.13% | 1.13% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 35,948 | 5,883 | 3.67% | 3.67% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 34,457 | 5,639 | 0.18% | 0.18% | 131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 33,489 | 5,481 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 33,221 | 5,434 | 0.71% | 0.71% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Archer Investment Management, LLC | History | No change | 33,187 | 5,431 | 1.86% | 1.86% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BROWN ADVISORY INC | History | No change | 32,836 | 5,374 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 32,609 | 5,337 | 0.57% | 0.57% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 32,371 | 5,301 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | No change | 32,222 | 5,273 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maia Wealth LLC | History | No change | 31,902 | 5,221 | 0.77% | 0.77% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 31,500 | 5,155 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | No change | 31,224 | 5,110 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 31,083 | 5,087 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goodwin Investment Advisory | History | No change | 30,636 | 5,014 | 10.1% | 10.1% | 143 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 30,631 | 5,013 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keystone Wealth Services, LLC | History | No change | 30,347 | 4,966 | 0.92% | 0.92% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 30,281 | 4,956 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 29,580 | 4,841 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 28,761 | 4,707 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | No change | 28,118 | 4,602 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 27,794 | 4,549 | 2.02% | 2.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 27,079 | 4,431 | 1.87% | 1.87% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HRT FINANCIAL LP | History | No change | 26,866 | 4,397 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 26,579 | 4,350 | 0.09% | 0.09% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 26,401 | 4,321 | 0.11% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SOFI WEALTH, LLC | History | No change | 26,173 | 4,283 | 0.17% | 0.17% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 25,744 | 4,213 | 0.21% | 0.21% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Balance Wealth Partners LLC | History | No change | 25,646 | 4,197 | 1.12% | 1.12% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pioneer Wealth Management Group | History | No change | 25,232 | 4,129 | 1.0% | 1.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 25,008 | 4,093 | 1.23% | 1.23% | 159 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Weil Company, Inc. | History | No change | 24,989 | 4,089 | 0.72% | 0.72% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jordan Park Group LLC | History | No change | 24,728 | 4,047 | 0.21% | 0.21% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moment Partners, LLC | History | No change | 24,625 | 4,030 | 0.73% | 0.73% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 24,610 | 4,028 | 3.12% | 3.12% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foster Group, Inc. | History | No change | 24,599 | 4,026 | 0.11% | 0.11% | 164 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HB Wealth Management, LLC | History | No change | 24,534 | 4,015 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 24,119 | 3,947 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WT Wealth Management | History | No change | 23,990 | 3,926 | 1.09% | 1.09% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLC Capital Advisors | History | No change | 23,256 | 3,806 | 0.61% | 0.61% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 23,226 | 3,801 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 23,091 | 3,779 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MA Private Wealth | History | No change | 23,078 | 3,777 | 0.56% | 0.56% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 23,068 | 3,775 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 22,938 | 3,754 | 0.1% | 0.1% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 22,760 | 3,725 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 22,712 | 3,717 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 22,696 | 3,714 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 22,299 | 3,649 | 2.56% | 2.56% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integris Wealth Management, LLC | History | No change | 21,972 | 3,596 | 0.73% | 0.73% | 178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Garde Capital, Inc. | History | No change | 21,854 | 3,576 | 0.16% | 0.16% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SigFig Wealth Management, LLC | History | No change | 21,765 | 3,537 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 21,380 | 3,499 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 21,241 | 3,476 | 0.82% | 0.82% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PFG Investments, LLC | History | No change | 21,235 | 3,475 | 0.13% | 0.13% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brooklyn FI, LLC | History | No change | 20,887 | 3,422 | 0.63% | 0.63% | 184 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HF Advisory Group, LLC | History | No change | 20,485 | 3,352 | 1.04% | 1.04% | 185 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Pure Financial Advisors, LLC | History | No change | 20,431 | 3,343 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | No change | 20,065 | 3,283 | 0.42% | 0.42% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 19,623 | 3,211 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 19,509 | 3,193 | 0.33% | 0.33% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 19,437 | 3,181 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 19,626 | 3,181 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 19,626 | 3,181 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 19,285 | 3,156 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 19,206 | 3,143 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 18,769 | 3,071 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 18,695 | 3,059 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 18,529 | 3,032 | 0.09% | 0.09% | 197 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cascade Financial Partners, LLC | History | No change | 18,500 | 3,027 | 0.26% | 0.26% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 18,487 | 3,025 | 0.15% | 0.15% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ridgeline Wealth, LLC | History | No change | 18,213 | 2,980 | 1.74% | 1.74% | 200 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 18,200 | 2,978 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 18,171 | 2,958 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST HORIZON CORP | History | No change | 18,032 | 2,951 | 0.11% | 0.11% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 18,034 | 2,951 | 1.59% | 1.59% | 204 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CGN Advisors LLC | History | No change | 18,017 | 2,948 | 0.22% | 0.22% | 205 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MAI Capital Management | History | No change | 17,884 | 2,927 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 17,600 | 2,880 | 1.19% | 1.19% | 207 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 17,387 | 2,845 | 0.35% | 0.35% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vision Capital Management, Inc. | History | No change | 17,349 | 2,839 | 0.32% | 0.32% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 17,323 | 2,835 | 0.43% | 0.43% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 17,219 | 2,818 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 17,089 | 2,796 | 0.78% | 0.78% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Diversified Trust Co | History | No change | 16,966 | 2,776 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 16,866 | 2,760 | 0.18% | 0.18% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 16,819 | 2,752 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 16,792 | 2,746 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 16,638 | 2,723 | 0.16% | 0.16% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ONE Advisory Partners, LLC | History | No change | 16,475 | 2,696 | 0.73% | 0.73% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Regal Investment Advisors LLC | History | No change | 15,604 | 2,553 | 0.13% | 0.13% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madrid Wealth Management, LLC | History | No change | 15,506 | 2,537 | 1.66% | 1.66% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Snowden Capital Advisors LLC | History | No change | 15,409 | 2,522 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 15,133 | 2,476 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Midwest Trust Co | History | No change | 15,030 | 2,459 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 14,938 | 2,444 | 1.51% | 1.51% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SYM FINANCIAL Corp | History | No change | 14,901 | 2,438 | 0.2% | 0.2% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 14,809 | 2,423 | 0.22% | 0.22% | 226 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apollon Wealth Management, LLC | History | No change | 14,737 | 2,412 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 1ST SOURCE BANK | History | No change | 14,560 | 2,383 | 0.11% | 0.11% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 14,464 | 2,367 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 13,967 | 2,285 | 0.2% | 0.2% | 230 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NEPC LLC | History | No change | 13,905 | 2,275 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 13,825 | 2,262 | 0.13% | 0.13% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 13,795 | 2,257 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Boulder Wealth Advisors, LLC | History | No change | 13,661 | 2,235 | 0.81% | 0.81% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 13,602 | 2,226 | 0.22% | 0.22% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Acropolis Investment Management, LLC | History | No change | 13,510 | 2,211 | 0.09% | 0.09% | 236 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 13,499 | 2,209 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GFS Advisors, LLC | History | No change | 1,681 | 2,209 | 0.23% | 0.23% | 238 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Noble Wealth Partners LLC | History | No change | 13,474 | 2,205 | 1.92% | 1.92% | 239 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 13,524 | 2,166 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 13,232 | 2,165 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 13,181 | 2,157 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 13,036 | 2,133 | 0.43% | 0.43% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 13,017 | 2,130 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHS Financial, LLC | History | No change | 12,998 | 2,127 | 0.86% | 0.86% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 12,932 | 2,116 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advisory Solutions Group, LLC | History | No change | 12,925 | 2,115 | 0.72% | 0.72% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Morling Financial Advisors, LLC | History | No change | 12,727 | 2,083 | 0.58% | 0.58% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mendel Capital Management LLC | History | No change | 12,652 | 2,070 | 0.93% | 0.93% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ramiah Investment Group | History | No change | 12,607 | 2,063 | 1.57% | 1.57% | 250 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 12,598 | 2,061 | 0.39% | 0.39% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WIT, LLC | History | No change | 12,474 | 2,041 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 12,390 | 2,027 | 0.26% | 0.26% | 253 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Allworth Financial LP | History | No change | 12,372 | 2,024 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 12,143 | 1,987 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 12,070 | 1,975 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 12,048 | 1,971 | 0.87% | 0.87% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 11,867 | 1,942 | 1.76% | 1.76% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,675 | 1,910 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Indivisible Partners | History | No change | 11,588 | 1,896 | 0.11% | 0.11% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ipsen Advisor Group LLC | History | No change | 11,556 | 1,891 | 1.22% | 1.22% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sage Mountain Advisors LLC | History | No change | 11,476 | 1,878 | 0.12% | 0.12% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 11,466 | 1,876 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,566 | 1,872 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GenTrust, LLC | History | No change | 11,332 | 1,854 | 0.07% | 0.07% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Simplicity Wealth,LLC | History | No change | 10,833 | 1,772 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 10,798 | 1,767 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,765 | 1,761 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sowell Financial Services LLC | History | No change | 10,724 | 1,755 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 10,657 | 1,744 | 0.17% | 0.17% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Scott Capital Advisors, LLC | History | No change | 10,607 | 1,735 | 0.27% | 0.27% | 271 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 10,600 | 1,734 | 0.19% | 0.19% | 272 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 10,649 | 1,731 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 12,115 | 1,722 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLIO Financial Planning | History | No change | 10,384 | 1,699 | 0.42% | 0.42% | 275 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RCS Financial Planning, LLC | History | No change | 10,260 | 1,679 | 0.79% | 0.79% | 276 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,240 | 1,675 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WNY Asset Management, LLC | History | No change | 10,134 | 1,658 | 0.15% | 0.15% | 278 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 10,098 | 1,652 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 10,075 | 1,648 | 0.11% | 0.11% | 280 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 10,006 | 1,637 | 0.06% | 0.06% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 9,971 | 1,631 | 0.43% | 0.43% | 282 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 9,863 | 1,614 | 0.25% | 0.25% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 9,843 | 1,611 | 0.29% | 0.29% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BESSEMER GROUP INC | History | No change | 9,834 | 1,609 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 9,789 | 1,602 | 0.55% | 0.55% | 286 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,782 | 1,600 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,649 | 1,579 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Symmetry Partners, LLC | History | No change | 9,477 | 1,551 | 0.08% | 0.08% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWC Advisors, LLC. | History | No change | 9,418 | 1,541 | 0.68% | 0.68% | 290 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 9,395 | 1,537 | 0.08% | 0.08% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 9,322 | 1,525 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| West Wealth Group, LLC | History | No change | 9,303 | 1,522 | 0.25% | 0.25% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 9,275 | 1,518 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orin Green Financial, LLC | History | No change | 9,260 | 1,515 | 0.56% | 0.56% | 295 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Compass Ion Advisors, LLC | History | No change | 9,250 | 1,513 | 0.13% | 0.13% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 9,055 | 1,510 | 0.23% | 0.23% | 297 | -490 | -5.13% | Q3 2026 | Oct 01, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 9,222 | 1,509 | 0.86% | 0.86% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLB&B Advisors, LLC | History | No change | 9,216 | 1,508 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 42,927 | 1,507 | 0.21% | 0.21% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |