iSHARES TRUST - ESML
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 | 8,831,944 | 493,970 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 3,485,042 | 194,918 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,151,372 | 120,326 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 1,776,129 | 99,339 | 0.17% | 0.17% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 1,590,035 | 88,930 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,159,635 | 64,858 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 1,026,609 | 56,904 | 0.38% | 0.38% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY TRUST CO | History | No change | 853,551 | 47,739 | 0.52% | 0.52% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 804,008 | 44,967 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vontobel Holding Ltd. | History | No change | 800,000 | 44,744 | 0.14% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | No change | 677,361 | 37,884 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 674,301 | 37,713 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 650,274 | 36,369 | 0.13% | 0.13% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acorns Advisers, LLC | History | No change | 639,445 | 35,764 | 0.23% | 0.23% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 621,438 | 34,757 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 537,216 | 30,046 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 536,025 | 29,979 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 506,211 | 28,312 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 472,415 | 26,679 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 457,065 | 25,563 | 0.77% | 0.77% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 450,960 | 25,222 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 391,008 | 21,869 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 346,255 | 19,366 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Accredited Investors Inc. | History | No change | 302,150 | 16,899 | 0.73% | 0.73% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 296,359 | 16,575 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 288,299 | 16,124 | 0.17% | 0.17% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Architects, LLC | History | No change | 277,437 | 15,517 | 1.23% | 1.23% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 277,449 | 15,517 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 265,479 | 14,848 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 260,272 | 14,556 | 0.21% | 0.21% | 30 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 253,060 | 14,153 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 187,229 | 10,471 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 184,723 | 10,331 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 182,420 | 10,202 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 176,748 | 9,885 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 172,992 | 9,675 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 167,157 | 9,361 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 165,549 | 9,259 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 163,115 | 9,015 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 144,770 | 8,097 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ally Invest Advisors Inc. | History | No change | 144,256 | 8,068 | 0.49% | 0.49% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 137,768 | 7,705 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 136,226 | 7,619 | 1.02% | 1.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stanich Group LLC | History | No change | 135,264 | 7,566 | 4.76% | 4.76% | 44 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 133,598 | 7,472 | 0.17% | 0.17% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 123,856 | 6,927 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 122,898 | 6,874 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 119,435 | 6,679 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 114,627 | 6,411 | 0.69% | 0.69% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gemmer Asset Management LLC | History | No change | 107,264 | 5,999 | 0.4% | 0.4% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 107,246 | 5,998 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Added to | 113,841 | 5,956 | 0.08% | 0.08% | 52 | +4,218 | 3.85% | Q3 2026 | Oct 08, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 105,918 | 5,923 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 101,057 | 5,652 | 1.98% | 1.98% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 100,267 | 5,607 | 4.59% | 4.59% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 100,207 | 5,604 | 0.09% | 0.09% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 97,425 | 5,448 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 88,490 | 4,949 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 87,222 | 4,878 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOR Wealth Management, LLC | History | No change | 86,947 | 4,862 | 1.94% | 1.94% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 87,783 | 4,798 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quent Capital, LLC | History | No change | 85,136 | 4,761 | 0.29% | 0.29% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 99,939 | 4,699 | 0.17% | 0.17% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 81,844 | 4,577 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 81,801 | 4,575 | 0.51% | 0.51% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 78,608 | 4,396 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Decker Retirement Planning Inc. | History | No change | 76,149 | 4,259 | 1.45% | 1.45% | 67 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Plum Street Advisors, LLC | History | No change | 74,792 | 4,183 | 1.34% | 1.34% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 73,506 | 4,111 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Gradient Investments LLC | History | Added to | 77,736 | 4,042 | 0.06% | 0.06% | 70 | +2,483 | 3.3% | Q3 2026 | Oct 08, 2026 |
| Integris Wealth Management, LLC | History | No change | 69,298 | 3,875 | 0.78% | 0.78% | 71 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 69,345 | 3,843 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 68,007 | 3,804 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 64,576 | 3,611 | 0.13% | 0.13% | 74 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| eCIO, Inc. | History | No change | 64,571 | 3,611 | 1.01% | 1.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 62,122 | 3,474 | 0.86% | 0.86% | 76 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Composition Wealth, LLC | History | No change | 61,796 | 3,456 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 61,685 | 3,450 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 61,433 | 3,435 | 0.86% | 0.86% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 60,131 | 3,363 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 59,532 | 3,329 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laurel Wealth Planning LLC | History | No change | 58,976 | 3,298 | 1.46% | 1.46% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WESBANCO BANK INC | History | No change | 58,940 | 3,296 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vision Capital Management, Inc. | History | No change | 58,779 | 3,287 | 0.38% | 0.38% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 55,101 | 3,081 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Haverford Trust Co | History | No change | 53,342 | 2,983 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Francis Financial, Inc. | History | No change | 52,825 | 2,954 | 0.48% | 0.48% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 55,554 | 2,888 | 0.2% | 0.21% | 88 | +711 | 1.3% | Q3 2026 | Oct 05, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 48,716 | 2,724 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Omega Financial Group, LLC | History | No change | 48,703 | 2,723 | 0.83% | 0.83% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 48,327 | 2,702 | 0.21% | 0.21% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | No change | 47,848 | 2,676 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 47,481 | 2,655 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 47,200 | 2,639 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 46,902 | 2,623 | 0.27% | 0.27% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pearl Planning LLC | History | No change | 46,809 | 2,618 | 1.2% | 1.2% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 46,334 | 2,591 | 0.14% | 0.14% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 46,335 | 2,591 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 45,383 | 2,538 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 44,855 | 2,508 | 0.21% | 0.21% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WRAPMANAGER INC | History | No change | 43,620 | 2,439 | 0.76% | 0.76% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 41,792 | 2,337 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASPIRIANT, LLC | History | No change | 40,343 | 2,256 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Asset Dedication, LLC | History | No change | 40,077 | 2,241 | 0.14% | 0.14% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 37,727 | 2,110 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 36,849 | 2,060 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 36,835 | 2,060 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Garde Capital, Inc. | History | No change | 35,993 | 2,013 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Reduced | 38,238 | 1,988 | 0.76% | 0.98% | 109 | -4,135 | -9.76% | Q3 2026 | Oct 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 36,553 | 1,973 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 34,121 | 1,908 | 1.02% | 1.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 34,096 | 1,907 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 33,861 | 1,893 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 33,374 | 1,866 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 32,853 | 1,837 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BSW Wealth Partners | History | No change | 32,613 | 1,824 | 0.2% | 0.2% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| One Capital Management, LLC | History | No change | 38,224 | 1,797 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 31,336 | 1,752 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 30,918 | 1,729 | 0.32% | 0.32% | 119 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 30,811 | 1,723 | 1.26% | 1.26% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 30,589 | 1,710 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 30,306 | 1,695 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 29,909 | 1,672 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brookstone Capital Management | History | No change | 29,597 | 1,655 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, LLC | History | No change | 29,579 | 1,654 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 29,516 | 1,650 | 0.25% | 0.25% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 29,235 | 1,635 | 0.71% | 0.71% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 31,123 | 1,618 | 0.02% | 0.02% | 128 | +113 | 0.36% | Q3 2026 | Oct 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 28,631 | 1,601 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Values Added Financial LLC | History | No change | 28,527 | 1,595 | 0.58% | 0.58% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Wealth Group, LLC | History | No change | 28,444 | 1,590 | 0.32% | 0.32% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 27,989 | 1,565 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 27,947 | 1,563 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Edge Capital, LLC | History | No change | 27,866 | 1,558 | 0.19% | 0.19% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Advisory Team LLC | History | No change | 27,681 | 1,548 | 1.26% | 1.26% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mascoma Wealth Management LLC | History | No change | 27,573 | 1,542 | 0.29% | 0.29% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 26,808 | 1,499 | 0.16% | 0.16% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 26,702 | 1,493 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 26,669 | 1,491 | 1.0% | 1.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Towerpoint Wealth, LLC | History | No change | 26,489 | 1,481 | 0.51% | 0.51% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 26,044 | 1,456 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 25,827 | 1,444 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 25,595 | 1,431 | 0.69% | 0.69% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 24,773 | 1,385 | 0.2% | 0.2% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 24,749 | 1,384 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trilogy Capital Inc. | History | No change | 24,557 | 1,373 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Hardy Reed LLC | History | No change | 24,510 | 1,370 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Compound Planning, Inc. | History | No change | 24,335 | 1,361 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Financial Group, LLC | History | No change | 22,815 | 1,276 | 0.4% | 0.4% | 149 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 22,496 | 1,258 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Financial Partners, LLC | History | No change | 21,962 | 1,228 | 0.11% | 0.11% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aufman Associates Inc | History | No change | 21,909 | 1,225 | 0.49% | 0.49% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 21,893 | 1,224 | 0.23% | 0.23% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,979 | 1,194 | 0.01% | 0.01% | 154 | +800 | 3.61% | Q3 2026 | Oct 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 21,143 | 1,182 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 20,730 | 1,159 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 20,734 | 1,159 | 0.62% | 0.62% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 20,611 | 1,152 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sound Stewardship, LLC | History | No change | 19,838 | 1,109 | 0.46% | 0.46% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 19,370 | 1,083 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 19,337 | 1,081 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 19,079 | 1,067 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CGN Advisors LLC | History | No change | 18,874 | 1,055 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 18,601 | 1,040 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates Inc | History | No change | 18,131 | 1,014 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| One Day In July LLC | History | No change | 17,815 | 996 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMERCE BANK | History | No change | 17,721 | 991 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 17,711 | 990 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NewEdge Wealth, LLC | History | No change | 17,694 | 989 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 17,555 | 981 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 17,434 | 975 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 18,641 | 969 | 0.14% | 0.15% | 172 | +16 | 0.09% | Q3 2026 | Oct 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 17,084 | 955 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 16,851 | 942 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,564 | 926 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Great Diamond Partners, LLC | History | No change | 16,545 | 925 | 0.16% | 0.16% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brewster Financial Planning LLC | History | No change | 16,415 | 918 | 0.5% | 0.5% | 177 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Northland Capital Management LLC | History | No change | 16,369 | 915 | 0.49% | 0.49% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Well Done, LLC | History | No change | 16,277 | 910 | 0.12% | 0.12% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 17,305 | 899 | 0.04% | 0.04% | 180 | -180 | -1.03% | Q3 2026 | Oct 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 18,950 | 891 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 15,928 | 890 | 0.56% | 0.56% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Trust | History | No change | 15,818 | 885 | 0.07% | 0.07% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 15,792 | 883 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | New | 16,979 | 882 | 0.06% | — | 185 | +16,979 | New | Q3 2026 | Oct 08, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 15,722 | 879 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Portland Global Advisors LLC | History | No change | 15,475 | 865 | 0.08% | 0.08% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 15,357 | 858 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 15,703 | 846 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 15,703 | 846 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 15,088 | 844 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 15,072 | 842 | 0.18% | 0.18% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dunhill Financial, LLC | History | No change | 14,869 | 831 | 0.17% | 0.17% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 14,658 | 819 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 14,535 | 812 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PDS Planning, Inc | History | No change | 14,426 | 806 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Shepherd Financial Partners LLC | History | No change | 14,401 | 805 | 0.07% | 0.07% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 14,363 | 803 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BROWN ADVISORY INC | History | No change | 14,249 | 796 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paragon Capital Management Ltd | History | Added to | 15,208 | 790 | 0.15% | 0.16% | 200 | +44 | 0.29% | Q3 2026 | Oct 09, 2026 |
| Bank of New York Mellon Corp | History | No change | 14,051 | 785 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 13,871 | 775 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 13,627 | 762 | 0.09% | 0.09% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 13,457 | 753 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 13,277 | 742 | 0.16% | 0.16% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Round Rock Advisors LLC | History | No change | 13,183 | 737 | 0.09% | 0.09% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 13,141 | 734 | 0.31% | 0.31% | 207 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,839 | 718 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 12,806 | 716 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Addison Advisors LLC | History | No change | 12,379 | 692 | 0.33% | 0.33% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 12,489 | 687 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Neuberger Berman Group LLC | History | No change | 11,991 | 670 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 11,992 | 670 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 11,946 | 668 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 11,932 | 667 | 0.25% | 0.25% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,826 | 661 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 11,343 | 634 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1ST SOURCE BANK | History | No change | 11,140 | 623 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 11,020 | 616 | 0.09% | 0.09% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 11,007 | 615 | 0.19% | 0.19% | 220 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 10,966 | 613 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brooklyn FI, LLC | History | No change | 11,047 | 599 | 0.11% | 0.11% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversified Trust Co | History | No change | 10,600 | 592 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Carr Financial Group Corp | History | No change | 10,560 | 590 | 0.14% | 0.14% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farmers National Bank | History | No change | 10,357 | 579 | 0.12% | 0.12% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aureus Asset Management, LLC | History | No change | 10,335 | 578 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLIO Financial Planning | History | No change | 10,251 | 573 | 0.14% | 0.14% | 227 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 10,145 | 567 | 0.09% | 0.09% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,133 | 566 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 9,987 | 558 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 9,992 | 558 | 0.12% | 0.12% | 231 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bangor Savings Bank | History | Reduced | 10,518 | 546 | 0.04% | 0.05% | 232 | -1,569 | -12.98% | Q3 2026 | Oct 06, 2026 |
| MAYPORT, LLC | History | No change | 9,480 | 530 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foster Group, Inc. | History | No change | 9,412 | 526 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 9,350 | 522 | 0.1% | 0.1% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Factor Wealth Management LTD | History | Reduced | 9,876 | 513 | 0.08% | 0.08% | 237 | -118 | -1.18% | Q3 2026 | Oct 08, 2026 |
| Key FInancial Inc | History | No change | 9,173 | 513 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | No change | 9,069 | 507 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TRUEFG, LLC | History | No change | 9,032 | 505 | 0.12% | 0.12% | 239 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| United Asset Strategies, Inc. | History | No change | 8,852 | 495 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,819 | 493 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ipsen Advisor Group LLC | History | No change | 8,760 | 489 | 0.31% | 0.31% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tortoise Investment Management, LLC | History | No change | 8,720 | 487 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WASHINGTON TRUST BANK | History | No change | 8,594 | 480 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Weinberger Asset Management, Inc | History | No change | 8,724 | 468 | 0.15% | 0.15% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,294 | 463 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Pacific Financial | History | No change | 8,268 | 462 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Turner Financial Group, Inc. | History | No change | 8,232 | 460 | 0.46% | 0.46% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | No change | 8,200 | 458 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 8,788 | 456 | 0.24% | 0.28% | 250 | -771 | -8.07% | Q3 2026 | Oct 08, 2026 |
| HB Wealth Management, LLC | History | No change | 8,129 | 454 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Winter & Associates, Inc. | History | No change | 7,940 | 444 | 0.33% | 0.33% | 252 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 7,910 | 442 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NWF Advisory Services Inc. | History | No change | 7,887 | 441 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atomic Invest LLC | History | No change | 7,981 | 441 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Nautilus Advisors LLC | History | Added to | 8,468 | 440 | 0.27% | 0.27% | 256 | +2 | 0.02% | Q3 2026 | Oct 06, 2026 |
| MAI Capital Management | History | No change | 7,786 | 435 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orin Green Financial, LLC | History | No change | 7,741 | 432 | 0.16% | 0.16% | 258 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 7,733 | 432 | 0.35% | 0.35% | 259 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 7,406 | 414 | 0.08% | 0.08% | 260 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Horizon Investments, LLC | History | No change | 7,358 | 411 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 7,324 | 409 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equita Financial Network, Inc. | History | No change | 7,263 | 406 | 0.11% | 0.11% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Opulen Financial Group LLC | History | No change | 7,217 | 403 | 0.25% | 0.25% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Linscomb Wealth, Inc. | History | No change | 7,189 | 402 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hills Bank & Trust Co | History | No change | 7,147 | 399 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,091 | 396 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wells Financial Advisors INC | History | No change | 7,085 | 396 | 3.68% | 3.68% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,835 | 382 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ramiah Investment Group | History | No change | 6,800 | 380 | 0.29% | 0.29% | 270 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trailhead Planners LLC | History | No change | 6,755 | 377 | 0.36% | 0.36% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 6,724 | 376 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CWS Financial Advisors, LLC | History | No change | 6,626 | 370 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | No change | 6,587 | 368 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 6,585 | 368 | 0.15% | 0.15% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 6,545 | 366 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ryan Investment Management, Inc. | History | No change | 6,546 | 366 | 0.17% | 0.17% | 277 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 6,557 | 366 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 6,473 | 362 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| National Wealth Management Group, LLC | History | No change | 6,370 | 356 | 0.11% | 0.11% | 280 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LWM ADVISORS INC | History | No change | 6,834 | 355 | 0.27% | 0.28% | 281 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Friedenthal Financial | History | No change | 6,277 | 351 | 0.16% | 0.16% | 282 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Summit Financial, LLC | History | No change | 6,261 | 350 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 6,210 | 347 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 6,188 | 346 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO | History | No change | 6,277 | 345 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Weil Company, Inc. | History | No change | 6,126 | 342 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 6,114 | 341 | 0.14% | 0.14% | 288 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Harbor Group, Inc. | History | No change | 6,062 | 339 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 5,956 | 333 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Old Peak Finance LLC | History | No change | 5,962 | 333 | 0.16% | 0.16% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Peak Financial Management, Inc. | History | No change | 5,934 | 331 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 6,346 | 330 | 0.13% | 0.14% | 293 | +12 | 0.19% | Q3 2026 | Oct 08, 2026 |
| Trust Co | History | Added to | 6,324 | 328 | 0.03% | 0.03% | 294 | +105 | 1.69% | Q3 2026 | Oct 09, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 5,849 | 327 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Valmark Advisers, Inc. | History | No change | 5,842 | 326 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLB&B Advisors, LLC | History | No change | 5,843 | 326 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stewardship Advisors, LLC | History | No change | 5,792 | 323 | 0.07% | 0.07% | 298 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHOREO, LLC | History | No change | 5,773 | 322 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LexAurum Advisors, LLC | History | No change | 5,762 | 322 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AAF Wealth Management, LLC | History | No change | 5,710 | 319 | 0.12% | 0.12% | 301 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| One Wealth Advisors, LLC | History | No change | 5,666 | 316 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Family Offices, LLP | History | No change | 5,546 | 310 | 0.12% | 0.12% | 303 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 5,546 | 310 | 0.12% | 0.12% | 304 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,510 | 308 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,465 | 305 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,422 | 303 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 5,434 | 303 | 0.07% | 0.07% | 308 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 5,417 | 302 | 0.23% | 0.23% | 309 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 5,352 | 299 | 0.14% | 0.14% | 310 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,287 | 295 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 5,242 | 293 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 5,145 | 287 | 0.06% | 0.06% | 313 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 5,096 | 285 | 0.05% | 0.05% | 314 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 5,050 | 282 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 5,013 | 280 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 4,993 | 279 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Finley Financial, LLC | History | No change | 5,000 | 279 | 0.11% | 0.11% | 318 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 4,904 | 274 | 0.14% | 0.14% | 319 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JNBA Financial Advisors | History | No change | 4,856 | 271 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TPG Financial Advisors, LLC | History | No change | 4,738 | 264 | 0.08% | 0.08% | 321 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 4,735 | 264 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 4,613 | 258 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 4,598 | 257 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,585 | 256 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keener Financial Planning LLC | History | No change | 4,538 | 253 | 0.09% | 0.09% | 326 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | No change | 4,476 | 250 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 4,462 | 249 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Xena Financial Planning, LLC | History | No change | 4,420 | 247 | 0.24% | 0.24% | 329 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 4,391 | 245 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | No change | 4,321 | 241 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 4,317 | 241 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 4,493 | 240 | 0.03% | 0.03% | 333 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST HORIZON CORP | History | No change | 4,286 | 239 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Estate Counselors, LLC | History | No change | 4,230 | 236 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 4,202 | 235 | 0.07% | 0.07% | 336 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanchez Levi Garrett | History | No change | 4,215 | 235 | 0.13% | 0.13% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 4,186 | 234 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | No change | 4,182 | 233 | 0.03% | 0.03% | 339 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,134 | 231 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Accurate Wealth Management, LLC | History | No change | 4,236 | 231 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 4,127 | 230 | 0.03% | 0.03% | 342 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 4,091 | 229 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 4,069 | 227 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,031 | 225 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RKL Wealth Management LLC | History | No change | 4,010 | 224 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 4,018 | 224 | 0.06% | 0.06% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 4,011 | 224 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 3,988 | 223 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 3,965 | 221 | 0.05% | 0.05% | 350 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 3,967 | 221 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 3,958 | 221 | 0.09% | 0.09% | 352 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 3,915 | 218 | 0.08% | 0.08% | 353 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 4,164 | 216 | 0.02% | 0.03% | 354 | -57 | -1.35% | Q3 2026 | Oct 09, 2026 |
| SWS Partners | History | No change | 3,850 | 215 | 0.05% | 0.05% | 355 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Curtis Advisory Group, LLC | History | No change | 3,836 | 214 | 0.04% | 0.04% | 356 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FinArc Investments, Inc. | History | No change | 3,827 | 214 | 0.19% | 0.19% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 3,819 | 213 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Firestone Capital Management | History | No change | 3,797 | 212 | 0.04% | 0.04% | 359 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 3,775 | 211 | 0.03% | 0.03% | 360 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,729 | 208 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,728 | 208 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 3,704 | 207 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversified Enterprises, LLC | History | No change | 3,703 | 207 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | No change | 3,685 | 206 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Investors, Inc | History | No change | 3,673 | 205 | 0.15% | 0.15% | 366 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,668 | 205 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 3,919 | 203 | 0.02% | 0.04% | 370 | -2,902 | -42.55% | Q3 2026 | Oct 07, 2026 |
| ProVise Management Group, LLC | History | No change | 3,632 | 203 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Avior Wealth Management, LLC | History | No change | 3,637 | 203 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 3,635 | 201 | 0.15% | 0.15% | 371 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 3,589 | 200 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 3,585 | 200 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brown Financial Advisors | History | No change | 3,576 | 200 | 0.07% | 0.07% | 374 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| American Capital Advisory, LLC | History | No change | 3,516 | 196 | 0.07% | 0.07% | 375 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTRAL TRUST Co | History | No change | 3,486 | 194 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,459 | 193 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sherman Asset Management, Inc. | History | No change | 3,323 | 185 | 0.14% | 0.14% | 378 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY COUNSELLING INC | History | No change | 3,253 | 181 | 0.45% | 0.45% | 379 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clean Yield Group | History | No change | 3,223 | 180 | 0.04% | 0.04% | 380 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 3,089 | 172 | 0.07% | 0.07% | 381 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 3,082 | 172 | 0.07% | 0.07% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YANKCOM Partnership | History | No change | 3,060 | 171 | 0.06% | 0.06% | 383 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 2,811 | 157 | 0.11% | 0.11% | 384 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 2,692 | 150 | 0.04% | 0.04% | 385 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 2,660 | 138 | 0.01% | 0.02% | 386 | -180 | -6.34% | Q3 2026 | Oct 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 2,365 | 132 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | No change | 2,228 | 124 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rossby Financial, LCC | History | No change | 2,062 | 115 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rossmore Private Capital | History | No change | 2,042 | 114 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advantage Trust Co | History | No change | 1,907 | 106 | 0.04% | 0.04% | 391 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,904 | 106 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNION SAVINGS BANK | History | No change | 1,827 | 102 | 0.04% | 0.04% | 393 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,770 | 98 | 0.03% | 0.03% | 394 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,669 | 92 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,645 | 92 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,642 | 91 | 0.03% | 0.03% | 397 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 4Thought Financial Group Inc. | History | No change | 1,504 | 84 | 0.04% | 0.04% | 398 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,310 | 73 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investors Research Corp | History | Reduced | 1,346 | 69 | 0.01% | 0.02% | 400 | -180 | -11.8% | Q3 2026 | Oct 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,183 | 66 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 1,141 | 63 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,115 | 62 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nemes Rush Group LLC | History | No change | 1,124 | 62 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Operose Advisors LLC | History | No change | 1,101 | 61 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kennebec Savings Bank | History | No change | 1,099 | 61 | 0.05% | 0.05% | 406 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Polaris Financial Partners | History | New | 772 | 58 | 0.03% | — | 407 | +772 | New | Q3 2026 | Oct 02, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 989 | 55 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 55 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ancora Advisors LLC | History | No change | 950 | 53 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,015 | 52 | 0.0% | 0.0% | 412 | -44 | -4.15% | Q3 2026 | Oct 08, 2026 |
| Your Advocates Ltd., LLP | History | No change | 941 | 52 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 987 | 51 | 0.03% | 0.03% | 414 | +60 | 6.47% | Q3 2026 | Oct 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 915 | 51 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Manchester Capital Management LLC | History | No change | 857 | 47 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 812 | 45 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centerpoint Advisors, LLC | History | No change | 700 | 39 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Frankly Finances, LLC | History | No change | 701 | 39 | 0.03% | 0.03% | 418 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 690 | 38 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 691 | 35 | 0.0% | 0.0% | 420 | +10 | 1.47% | Q3 2026 | Oct 09, 2026 |
| Milestone Investment Advisors LLC | History | No change | 612 | 34 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 584 | 32 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capitol Family Office, Inc. | History | No change | 590 | 32 | 0.03% | 0.03% | 423 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VANGUARD ADVISERS INC | History | No change | 561 | 31 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 550 | 30 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 510 | 29 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CVA Family Office, LLC | History | No change | 496 | 27 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCore Capital LLC | History | No change | 458 | 25 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BIRCHBROOK, INC. | History | No change | 450 | 25 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Front Row Advisors LLC | History | No change | 442 | 24 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 436 | 24 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 438 | 22 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 373 | 21 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 373 | 20 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 361 | 20 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 350 | 19 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sunrise Financial Services, LLC | History | No change | 342 | 19 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 337 | 18 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sawyer & Company, Inc | History | No change | 325 | 18 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 360 | 18 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 310 | 17 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 264 | 14 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MASECO LLP | History | No change | 254 | 14 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 233 | 13 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 248 | 13 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Center for Financial Planning, Inc. | History | No change | 218 | 12 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MTM Investment Management, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IAG Wealth Partners, LLC | History | No change | 185 | 10 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 179 | 10 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CDKV HOLDINGS LLC | History | No change | 165 | 9 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 156 | 8 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Triumph Capital Management | History | No change | 158 | 8 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GW&K Investment Management, LLC | History | No change | 130 | 7 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 111 | 6 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | No change | 94 | 5 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valued Wealth Advisors LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kroeger Financial Partners | History | No change | 101 | 5 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ATWOOD & PALMER INC | History | No change | 79 | 4 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 82 | 4 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 70 | 3 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Noble Wealth Management PBC | History | No change | 60 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Downshift Financial, LLC | History | No change | 54 | 3 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 51 | 2 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Community Bank, N.A. | History | No change | 51 | 2 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 23 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,757 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glassman Wealth Services | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Life Planners | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |