iSHARES TRUST - HEFA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | No change | 48,492,631 | 2,275,516 | 0.2% | 0.2% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,561,052 | 214,027 | 2.68% | 2.68% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,406,631 | 206,781 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,310,684 | 201,287 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,090,734 | 192,057 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,584,090 | 168,183 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 3,562,756 | 167,182 | 1.24% | 1.24% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,528,604 | 165,579 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 3,439,589 | 161,402 | 3.81% | 3.81% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 3,434,779 | 161,176 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 3,419,467 | 160,458 | 5.66% | 5.66% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,126,452 | 146,748 | 0.81% | 0.81% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 2,840,162 | 133,274 | 1.93% | 1.93% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,039,824 | 95,718 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,012,676 | 94,444 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,938,755 | 90,976 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 1,694,704 | 79,523 | 0.46% | 0.46% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,532,638 | 71,919 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,360,026 | 63,830 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,092,847 | 51,281 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 986,887 | 46,309 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jordan Park Group LLC | History | No change | 980,903 | 46,028 | 2.33% | 2.33% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 965,338 | 45,298 | 0.21% | 0.21% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Verde Capital Management | History | No change | 881,454 | 41,362 | 7.65% | 7.65% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 779,571 | 36,581 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blankinship & Foster, LLC | History | No change | 768,531 | 36,063 | 7.28% | 7.28% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SACHEM HILL LLC | History | No change | 698,847 | 32,793 | 5.83% | 5.83% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crumly & Associates Inc. | History | Added to | 678,254 | 31,464 | 5.58% | 5.56% | 28 | +59,270 | 9.58% | Q3 2026 | Oct 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 669,947 | 31,437 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 551,360 | 25,872 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 537,596 | 25,226 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 528,691 | 24,525 | 7.21% | 7.16% | 32 | +9,629 | 1.86% | Q3 2026 | Oct 08, 2026 |
| BOKF, NA | History | No change | 477,453 | 22,404 | 0.31% | 0.31% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 421,122 | 19,552 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 415,311 | 19,488 | 2.74% | 2.74% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Added to | 403,920 | 18,738 | 0.51% | 0.37% | 36 | +129,642 | 47.27% | Q3 2026 | Oct 02, 2026 |
| Odyssey Group, LLC | History | No change | 390,192 | 18,309 | 4.96% | 4.96% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 380,965 | 17,876 | 10.89% | 10.89% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 358,522 | 16,823 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Csenge Advisory Group | History | No change | 358,335 | 16,814 | 0.68% | 0.68% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Denver PWM, LLC | History | No change | 345,322 | 16,509 | 5.4% | 5.4% | 41 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WESCAP Management Group, Inc. | History | No change | 344,434 | 16,162 | 3.02% | 3.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 340,990 | 16,000 | 9.93% | 9.93% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 340,245 | 15,967 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 322,766 | 15,145 | 4.23% | 4.23% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 303,416 | 14,237 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vertex Planning Partners, LLC | History | No change | 301,850 | 14,164 | 2.1% | 2.1% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 289,601 | 13,434 | 0.09% | 0.07% | 48 | +88,207 | 43.8% | Q3 2026 | Oct 08, 2026 |
| Modern Wealth Management, LLC | History | No change | 271,866 | 12,757 | 0.15% | 0.15% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyr Financial Inc. | History | No change | 262,328 | 12,309 | 6.41% | 6.41% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 253,778 | 11,908 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 247,496 | 11,493 | 1.42% | 1.42% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lido Advisors, LLC | History | No change | 241,400 | 11,327 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 234,529 | 11,005 | 0.17% | 0.17% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Darrow Company, Inc. | History | No change | 231,145 | 10,846 | 4.2% | 4.2% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 225,000 | 10,559 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 223,912 | 10,507 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 225,967 | 10,482 | 0.29% | 0.29% | 58 | +5,759 | 2.62% | Q3 2026 | Oct 08, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 220,668 | 10,354 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 215,141 | 10,095 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 205,135 | 9,625 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 204,354 | 9,588 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEPC LLC | History | No change | 204,177 | 9,581 | 0.18% | 0.18% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 204,097 | 9,577 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | No change | 201,974 | 9,477 | 0.15% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 198,854 | 9,331 | 0.78% | 0.78% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 193,226 | 9,067 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weaver Capital Management LLC | History | No change | 212,575 | 9,033 | 1.99% | 1.99% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 190,399 | 8,934 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 170,956 | 8,022 | 2.9% | 2.9% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 169,002 | 7,930 | 2.48% | 2.48% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 161,657 | 7,752 | 2.31% | 2.31% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 165,636 | 7,683 | 5.28% | 5.41% | 73 | +4,264 | 2.64% | Q3 2026 | Oct 09, 2026 |
| CITIGROUP INC | History | No change | 152,620 | 7,161 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | No change | 151,916 | 7,128 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 163,164 | 6,933 | 4.94% | 4.94% | 76 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 142,838 | 6,702 | 1.64% | 1.64% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 136,491 | 6,404 | 1.21% | 1.21% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Asset Management, LLC | History | No change | 135,870 | 6,375 | 0.82% | 0.82% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 135,122 | 6,340 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| IVC Wealth Advisors LLC | History | No change | 133,119 | 6,246 | 2.44% | 2.44% | 81 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST INTERSTATE BANK | History | No change | 130,124 | 6,106 | 0.32% | 0.32% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 128,430 | 6,026 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carolina Wealth Management Inc | History | No change | 127,784 | 5,996 | 2.76% | 2.76% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 121,929 | 5,721 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Friedenthal Financial | History | No change | 120,140 | 5,637 | 2.6% | 2.6% | 86 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 118,277 | 5,550 | 0.11% | 0.11% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 118,116 | 5,542 | 1.67% | 1.67% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keystone Financial Group | History | No change | 117,305 | 5,504 | 0.33% | 0.33% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 114,012 | 5,350 | 2.99% | 2.99% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 114,214 | 5,304 | 0.67% | 0.67% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY TRUST CO | History | No change | 112,698 | 5,288 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 109,825 | 5,153 | 1.01% | 1.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 106,214 | 4,984 | 0.17% | 0.17% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CVFG LLC | History | No change | 102,846 | 4,826 | 0.51% | 0.51% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 102,507 | 4,810 | 0.17% | 0.17% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 102,507 | 4,810 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 102,026 | 4,787 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 100,158 | 4,699 | 0.23% | 0.23% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 100,361 | 4,650 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | No change | 97,472 | 4,573 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATTERS CAPITAL LLC | History | No change | 96,271 | 4,517 | 3.16% | 3.16% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Capital, LLC | History | No change | 93,510 | 4,387 | 1.19% | 1.19% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 93,496 | 4,387 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 92,715 | 4,350 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TritonPoint Partners, LLC | History | No change | 90,577 | 4,250 | 0.35% | 0.35% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 89,194 | 4,185 | 0.26% | 0.26% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 86,432 | 4,056 | 0.17% | 0.17% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 86,143 | 4,042 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Traveka Wealth, LLC | History | No change | 85,670 | 4,020 | 1.34% | 1.34% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 85,421 | 4,008 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 93,839 | 3,987 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 83,714 | 3,928 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 81,273 | 3,813 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 81,221 | 3,811 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IHT Wealth Management, LLC | History | No change | 80,795 | 3,791 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 80,478 | 3,776 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Janney Montgomery Scott LLC | History | No change | 80,280 | 3,767 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 79,875 | 3,748 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MAI Capital Management | History | No change | 78,349 | 3,676 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 74,655 | 3,503 | 0.13% | 0.13% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 67,150 | 3,151 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 66,013 | 3,097 | 0.14% | 0.14% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | No change | 65,936 | 3,094 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 65,925 | 3,093 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 65,033 | 3,052 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 65,413 | 3,034 | 1.99% | 2.1% | 127 | -1,175 | -1.76% | Q3 2026 | Oct 06, 2026 |
| HighTower Advisors, LLC | History | No change | 63,490 | 2,979 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 62,914 | 2,952 | 3.18% | 3.18% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 62,481 | 2,931 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Regal Investment Advisors LLC | History | No change | 60,537 | 2,840 | 0.15% | 0.15% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 60,280 | 2,829 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 60,144 | 2,822 | 0.68% | 0.68% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 59,555 | 2,794 | 1.52% | 1.52% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Shepherd Street Advisors LLC | History | No change | 59,072 | 2,738 | 2.4% | 2.4% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 59,085 | 2,720 | 1.7% | 1.7% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 57,273 | 2,687 | 1.53% | 1.53% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Reduced | 55,141 | 2,554 | 0.03% | 0.04% | 138 | -939 | -1.67% | Q3 2026 | Oct 08, 2026 |
| Advisory Services Network, LLC | History | No change | 53,742 | 2,521 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 53,256 | 2,499 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 50,513 | 2,370 | 0.59% | 0.59% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 49,574 | 2,326 | 0.12% | 0.12% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 48,738 | 2,287 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | No change | 47,500 | 2,203 | 0.22% | 0.22% | 144 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| TRUE Private Wealth Advisors | History | No change | 46,936 | 2,202 | 0.19% | 0.19% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valmark Advisers, Inc. | History | No change | 46,817 | 2,196 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 45,694 | 2,144 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 44,765 | 2,100 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 43,943 | 2,062 | 0.11% | 0.11% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 43,502 | 2,041 | 0.1% | 0.1% | 150 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Perigon Wealth Management, LLC | History | No change | 42,028 | 1,972 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 41,965 | 1,969 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 40,984 | 1,923 | 0.96% | 0.96% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 40,420 | 1,896 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VERITY Wealth Advisors | History | No change | 40,000 | 1,877 | 1.13% | 1.13% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 39,820 | 1,868 | 0.56% | 0.56% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Nova Wealth Management, Inc. | History | No change | 38,419 | 1,802 | 0.99% | 0.99% | 157 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 38,094 | 1,788 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 37,661 | 1,768 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 37,172 | 1,744 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 36,086 | 1,693 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 36,065 | 1,692 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 35,718 | 1,676 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hirtle & Co., LLC | History | No change | 35,627 | 1,671 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Firestone Capital Management | History | No change | 35,015 | 1,643 | 0.31% | 0.31% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MRWM Advisors, LLC | History | No change | 34,971 | 1,641 | 0.67% | 0.67% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 34,822 | 1,615 | 0.03% | 0.04% | 167 | -2,611 | -6.98% | Q3 2026 | Oct 08, 2026 |
| CITADEL ADVISORS LLC | History | No change | 33,846 | 1,588 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 34,527 | 1,584 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 32,548 | 1,527 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trinity Wealth Management, LLC | History | No change | 31,729 | 1,488 | 0.47% | 0.47% | 171 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Osprey Private Wealth LLC | History | No change | 30,650 | 1,438 | 0.37% | 0.37% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 29,956 | 1,405 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 29,502 | 1,384 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 31,518 | 1,340 | 0.17% | 0.17% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 28,473 | 1,336 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | No change | 28,465 | 1,335 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 28,315 | 1,328 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | No change | 28,064 | 1,316 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 28,025 | 1,315 | 0.15% | 0.15% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Immaculate Wealth Management LLC | History | No change | 27,843 | 1,306 | 8.84% | 8.84% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 27,143 | 1,273 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 25,613 | 1,188 | 0.36% | 0.38% | 183 | -195 | -0.76% | Q3 2026 | Oct 01, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 25,316 | 1,187 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Wealth Management, LLC | History | No change | 24,812 | 1,164 | 0.3% | 0.3% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 23,955 | 1,124 | 0.3% | 0.3% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 23,563 | 1,105 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 23,472 | 1,101 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 23,340 | 1,095 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 22,962 | 1,077 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Investment Management, LLC | History | No change | 22,350 | 1,048 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LexAurum Advisors, LLC | History | No change | 22,140 | 1,038 | 0.12% | 0.12% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 21,916 | 1,028 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 21,749 | 1,020 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| IFP Advisors, Inc | History | No change | 21,231 | 996 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 20,884 | 979 | 0.13% | 0.13% | 196 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 20,412 | 957 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 20,341 | 954 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MA Private Wealth | History | No change | 20,268 | 951 | 0.14% | 0.14% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fortis Group Advisors, LLC | History | No change | 20,068 | 941 | 0.15% | 0.15% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CreativeOne Wealth, LLC | History | No change | 19,821 | 930 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 19,593 | 919 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneAscent Wealth Management LLC | History | No change | 19,451 | 912 | 0.27% | 0.27% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 19,351 | 908 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | No change | 20,998 | 892 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 18,980 | 890 | 0.22% | 0.22% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 18,786 | 881 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 18,447 | 865 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 18,217 | 854 | 0.1% | 0.1% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 18,423 | 849 | 0.2% | 0.2% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Berkeley, Inc | History | No change | 17,823 | 836 | 0.26% | 0.26% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | No change | 17,459 | 819 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 17,434 | 818 | 0.35% | 0.35% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 17,370 | 815 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meridian Wealth Management, LLC | History | No change | 17,310 | 812 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 17,296 | 811 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Redwood Financial Network Corp | History | No change | 17,250 | 809 | 0.45% | 0.45% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 17,152 | 804 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 71 West Capital Partners | History | No change | 17,022 | 798 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ProVise Management Group, LLC | History | No change | 16,641 | 780 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAVENPORT & Co LLC | History | No change | 16,446 | 771 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Choate Investment Advisors | History | No change | 16,242 | 762 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 16,124 | 756 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Detalus Advisors, LLC | History | No change | 15,943 | 748 | 0.15% | 0.15% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 15,893 | 745 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| M Wealth Management, LLC | History | No change | 15,804 | 741 | 0.58% | 0.58% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Provident Living Financial Services, Inc. | History | No change | 15,192 | 712 | 0.7% | 0.7% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wellington Grp LLC | History | No change | 15,112 | 709 | 0.19% | 0.19% | 228 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Aspen Grove Capital, LLC | History | No change | 15,025 | 705 | 0.1% | 0.1% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 14,814 | 695 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 14,785 | 693 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 14,697 | 689 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HEADINVEST, LLC | History | No change | 14,580 | 684 | 0.13% | 0.13% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 14,534 | 681 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sage Mountain Advisors LLC | History | No change | 14,532 | 681 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Blueprint, LLC | History | No change | 14,501 | 680 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 14,296 | 670 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 5T Wealth, LLC | History | No change | 14,278 | 670 | 0.25% | 0.25% | 238 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wedmont Private Capital | History | No change | 14,519 | 669 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,127 | 662 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOR Wealth Management, LLC | History | No change | 13,860 | 650 | 0.26% | 0.26% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balefire, LLC | History | Reduced | 13,309 | 617 | 0.1% | 0.11% | 242 | -1,272 | -8.72% | Q3 2026 | Oct 09, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 13,147 | 616 | 0.24% | 0.24% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthfront Advisers LLC | History | No change | 12,755 | 598 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 12,572 | 589 | 0.11% | 0.11% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 12,513 | 587 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Canopy Partners, LLC | History | No change | 11,970 | 561 | 0.17% | 0.17% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 11,582 | 543 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 11,515 | 540 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daviman Financial, LLC | History | No change | 11,512 | 540 | 0.3% | 0.3% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 11,346 | 532 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | No change | 10,670 | 500 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PAX Financial Group, LLC | History | No change | 10,559 | 495 | 0.07% | 0.07% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 10,477 | 491 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversify Advisory Services, LLC | History | No change | 10,577 | 491 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 10,577 | 491 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,101 | 473 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 10,039 | 471 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 9,972 | 467 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stone Summit Wealth LLC | History | No change | 9,935 | 466 | 0.12% | 0.12% | 260 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| One Wealth Advisors, LLC | History | No change | 9,714 | 455 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 9,691 | 454 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 9,717 | 453 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Legacy Advisors, LLC | History | No change | 9,652 | 452 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 9,624 | 451 | 0.2% | 0.2% | 265 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 9,714 | 447 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 9,500 | 445 | 0.24% | 0.24% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 9,166 | 430 | 0.27% | 0.27% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 9,167 | 430 | 0.22% | 0.22% | 269 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 9,131 | 428 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,029 | 423 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 8,994 | 422 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advyzon Investment Management, LLC | History | No change | 9,014 | 422 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,908 | 418 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 8,719 | 409 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | No change | 8,703 | 408 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 8,720 | 404 | 0.11% | 0.1% | 277 | -166 | -1.87% | Q3 2026 | Oct 09, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 8,573 | 402 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Evanson Financial, LLC | History | No change | 8,522 | 399 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 8,419 | 395 | 0.08% | 0.08% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rubicon Advisors, GP | History | No change | 8,418 | 395 | 0.29% | 0.29% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,272 | 388 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keebeck Wealth Management | History | No change | 8,264 | 387 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chesley Taft & Associates LLC | History | No change | 8,214 | 385 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 8,186 | 384 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 8,151 | 382 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Heritage Wealth Advisors | History | No change | 8,103 | 380 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 8,069 | 378 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 8,031 | 376 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 7,984 | 374 | 0.12% | 0.12% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 7,883 | 369 | 0.12% | 0.12% | 291 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ascent Group, LLC | History | No change | 7,575 | 355 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 7,479 | 350 | 0.25% | 0.25% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | No change | 7,402 | 347 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 7,352 | 344 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 7,143 | 335 | 0.08% | 0.08% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 6,961 | 326 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 6,952 | 326 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richardson Capital Management LLC | History | No change | 6,900 | 323 | 0.14% | 0.14% | 299 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SMART Wealth LLC | History | No change | 6,886 | 323 | 0.07% | 0.07% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |