iSHARES TRUST - IAGG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | No change | 17,606,618 | 890,894 | 1.58% | 1.58% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 16,434,463 | 831,583 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Matson Money. Inc. | History | No change | 10,062,129 | 509,747 | 14.2% | 14.2% | 3 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,880,177 | 500,035 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9,539,391 | 482,693 | 0.19% | 0.19% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 6,452,026 | 326,537 | 2.18% | 2.18% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nationwide Fund Advisors | History | No change | 3,439,200 | 284,903 | 11.77% | 11.77% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 5,175,776 | 261,894 | 0.26% | 0.26% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 4,005,098 | 202,657 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,985,088 | 201,645 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 2,995,885 | 151,591 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,549,605 | 129,010 | 1.13% | 1.13% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Betterment LLC | History | No change | 2,517,551 | 127,388 | 0.22% | 0.22% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 2,181,893 | 110,403 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,062,205 | 104,347 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,023,152 | 102,371 | 3.35% | 3.35% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,813,439 | 91,760 | 0.12% | 0.12% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,781,641 | 90,155 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 1,595,853 | 80,750 | 0.14% | 0.14% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Annex Advisory Services, LLC | History | No change | 1,476,042 | 74,687 | 1.27% | 1.27% | 20 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,436,013 | 72,662 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,421,097 | 71,111 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,307,184 | 66,143 | 4.42% | 4.42% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,113,905 | 56,364 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,095,863 | 55,450 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,088,753 | 55,090 | 0.53% | 0.53% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GeoWealth Management, LLC | History | No change | 1,063,816 | 53,829 | 1.69% | 1.69% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apella Capital, LLC | History | Added to | 1,071,533 | 52,558 | 0.67% | 0.61% | 28 | +210,467 | 24.44% | Q3 2026 | Oct 08, 2026 |
| GDS Wealth Management | History | No change | 1,038,310 | 52,538 | 2.5% | 2.5% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Investment Management, LLC | History | No change | 1,021,366 | 51,681 | 1.87% | 1.87% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 972,564 | 49,211 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 968,201 | 48,935 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 966,880 | 48,924 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 934,984 | 47,310 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Link Financial Advisors, LLC | History | No change | 933,341 | 47,227 | 2.73% | 2.73% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 880,019 | 44,528 | 5.61% | 5.61% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 872,594 | 44,153 | 8.55% | 8.55% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 858,382 | 43,460 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | No change | 804,432 | 40,704 | 0.79% | 0.79% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 800,318 | 40,496 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 685,777 | 34,700 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 649,771 | 32,878 | 0.7% | 0.7% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | No change | 642,283 | 32,499 | 0.75% | 0.75% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 640,614 | 32,415 | 5.26% | 5.26% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 626,723 | 31,712 | 1.91% | 1.91% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | No change | 616,616 | 31,200 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 596,651 | 30,190 | 4.84% | 4.84% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 595,447 | 30,129 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modera Wealth Management, LLC | History | No change | 533,071 | 26,973 | 0.29% | 0.29% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 548,060 | 26,964 | 3.87% | 6.19% | 50 | -301,208 | -35.47% | Q3 2026 | Oct 07, 2026 |
| SYON CAPITAL LLC | History | No change | 516,489 | 26,134 | 1.14% | 1.14% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 483,840 | 24,482 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 436,171 | 22,070 | 0.27% | 0.27% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 402,313 | 20,357 | 5.45% | 5.45% | 54 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 398,519 | 20,165 | 6.67% | 6.67% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Values Added Financial LLC | History | No change | 396,650 | 20,070 | 7.25% | 7.25% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DORVAL Corp | History | No change | 385,459 | 19,504 | 5.61% | 5.61% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mason & Associates, LLC | History | No change | 373,233 | 18,885 | 3.93% | 3.93% | 58 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 368,745 | 18,658 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brio Consultants, LLC | History | No change | 357,992 | 18,114 | 2.12% | 2.12% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NYL Investors LLC | History | No change | 347,798 | 17,598 | 6.75% | 6.75% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 339,470 | 17,177 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 327,808 | 16,587 | 0.8% | 0.8% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 309,591 | 15,665 | 1.0% | 1.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stadion Money Management, LLC | History | No change | 305,157 | 15,314 | 1.32% | 1.32% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 297,704 | 15,064 | 1.39% | 1.39% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 285,032 | 14,422 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 284,964 | 14,419 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Occidental Asset Management, LLC | History | No change | 274,800 | 13,904 | 1.38% | 1.38% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 259,604 | 13,135 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PDS Planning, Inc | History | No change | 252,280 | 12,765 | 0.74% | 0.74% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 250,856 | 12,693 | 0.23% | 0.23% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trinity Wealth Management, LLC | History | No change | 250,098 | 12,654 | 4.02% | 4.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 249,479 | 12,623 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BIP Wealth, LLC | History | No change | 247,549 | 12,525 | 0.36% | 0.36% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 248,599 | 12,390 | 6.44% | 6.44% | 76 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 228,143 | 11,544 | 2.1% | 2.1% | 77 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vise Technologies, Inc. | History | No change | 218,843 | 11,073 | 0.13% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 210,560 | 10,654 | 0.13% | 0.13% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 203,872 | 10,315 | 0.89% | 0.89% | 80 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KWB Wealth | History | No change | 196,675 | 9,951 | 0.85% | 0.85% | 81 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TSFG, LLC | History | No change | 191,107 | 9,670 | 1.22% | 1.22% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Forum Private Client Group LLC | History | No change | 185,890 | 9,406 | 2.8% | 2.8% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestwell Advisors, LLC | History | No change | 175,857 | 8,898 | 2.13% | 2.13% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 174,806 | 8,845 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 173,620 | 8,687 | 0.35% | 0.35% | 86 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 170,326 | 8,490 | 0.31% | 0.31% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 167,512 | 8,470 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 164,332 | 8,315 | 0.73% | 0.73% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 164,165 | 8,306 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shepherd Financial Partners LLC | History | No change | 156,385 | 7,913 | 0.65% | 0.65% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 153,964 | 7,791 | 0.48% | 0.48% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| New Capital Management LP | History | No change | 153,832 | 7,783 | 1.77% | 1.77% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brooklyn FI, LLC | History | No change | 150,691 | 7,496 | 1.37% | 1.37% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Robinswood Financial LLC | History | No change | 146,112 | 7,393 | 2.12% | 2.12% | 95 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 145,273 | 7,350 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 144,065 | 7,290 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 140,274 | 7,097 | 0.61% | 0.61% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silver Coast Investments LLC | History | No change | 139,466 | 7,056 | 2.1% | 2.1% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pure Financial Advisors, LLC | History | No change | 132,930 | 6,726 | 0.09% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wiser Wealth Management, Inc | History | No change | 128,884 | 6,521 | 1.25% | 1.25% | 101 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONEYWISE, INC. | History | No change | 128,729 | 6,513 | 2.43% | 2.43% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 130,328 | 6,412 | 0.05% | 0.06% | 103 | -22,734 | -14.85% | Q3 2026 | Oct 08, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 126,254 | 6,388 | 0.31% | 0.31% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kooman & Associates | History | No change | 126,182 | 6,384 | 1.71% | 1.71% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Greenspring Advisors, LLC | History | No change | 121,753 | 6,160 | 0.34% | 0.34% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aletheian Wealth Advisors LLC | History | Added to | 119,293 | 5,869 | 2.36% | 2.13% | 107 | +20,523 | 20.78% | Q3 2026 | Oct 08, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 115,540 | 5,846 | 0.76% | 0.76% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 115,425 | 5,840 | 0.47% | 0.47% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 113,497 | 5,742 | 0.42% | 0.42% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 110,296 | 5,580 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 109,023 | 5,516 | 0.37% | 0.37% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 108,512 | 5,490 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Financial Group LLC | History | No change | 106,047 | 5,365 | 1.47% | 1.47% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 104,760 | 5,300 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 104,740 | 5,299 | 1.82% | 1.82% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Xena Financial Planning, LLC | History | No change | 104,732 | 5,299 | 5.08% | 5.08% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 104,367 | 5,280 | 1.12% | 1.12% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Procyon Advisors, LLC | History | No change | 102,019 | 5,162 | 0.22% | 0.22% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 100,895 | 5,105 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 100,772 | 5,099 | 1.45% | 1.45% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 100,454 | 5,082 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group | History | No change | 100,426 | 5,081 | 0.3% | 0.3% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ellenbecker Investment Group | History | No change | 98,413 | 4,979 | 0.58% | 0.58% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 98,228 | 4,970 | 2.63% | 2.63% | 125 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MGO ONE SEVEN LLC | History | No change | 94,197 | 4,766 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 93,231 | 4,717 | 1.06% | 1.06% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tidemark, LLC | History | No change | 93,078 | 4,709 | 1.06% | 1.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 91,570 | 4,633 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 90,353 | 4,571 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Breakwater Investment Management | History | No change | 88,227 | 4,464 | 1.52% | 1.52% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 86,041 | 4,353 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthfront Advisers LLC | History | No change | 84,929 | 4,297 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balance Wealth Partners LLC | History | No change | 84,517 | 4,276 | 1.14% | 1.14% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 84,496 | 4,275 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advus Financial Partners, LLC | History | No change | 82,278 | 4,163 | 1.19% | 1.19% | 136 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| JGP Wealth Management, LLC | History | No change | 80,494 | 4,073 | 0.37% | 0.37% | 137 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 80,384 | 4,067 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 80,060 | 4,051 | 2.64% | 2.64% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 79,654 | 4,030 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 76,384 | 3,865 | 1.21% | 1.21% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 78,203 | 3,847 | 2.2% | 2.23% | 142 | +2,768 | 3.67% | Q3 2026 | Oct 08, 2026 |
| Orin Green Financial, LLC | History | No change | 75,394 | 3,814 | 1.41% | 1.41% | 143 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Factor Wealth Management LTD | History | Added to | 75,785 | 3,728 | 0.57% | 0.36% | 144 | +28,596 | 60.6% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 73,228 | 3,705 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 71,962 | 3,641 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 71,253 | 3,605 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwestern Financial, LLC /IA | History | No change | 70,882 | 3,586 | 2.51% | 2.51% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 71,016 | 3,493 | 2.33% | 2.31% | 149 | +3,013 | 4.43% | Q3 2026 | Oct 09, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 69,506 | 3,478 | 0.43% | 0.43% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FC Advisory LLC | History | Added to | 70,136 | 3,450 | 0.9% | 0.7% | 151 | +17,751 | 33.89% | Q3 2026 | Oct 05, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 66,761 | 3,378 | 0.22% | 0.22% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Partners in Financial Planning | History | No change | 65,618 | 3,320 | 0.5% | 0.5% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 65,532 | 3,315 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 67,135 | 3,303 | 0.37% | 0.26% | 155 | +22,066 | 48.96% | Q3 2026 | Oct 08, 2026 |
| Summit Wealth Group, LLC | History | No change | 65,143 | 3,296 | 0.67% | 0.67% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 65,098 | 3,293 | 0.21% | 0.21% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vertex Planning Partners, LLC | History | No change | 65,043 | 3,291 | 0.49% | 0.49% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hardy Reed LLC | History | No change | 63,413 | 3,208 | 0.21% | 0.21% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allegheny Financial Group | History | No change | 63,276 | 3,201 | 0.34% | 0.34% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kilter Group LLC | History | No change | 62,621 | 3,168 | 1.15% | 1.15% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 62,599 | 3,167 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 62,550 | 3,165 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 62,345 | 3,154 | 1.33% | 1.33% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 61,809 | 3,127 | 0.51% | 0.51% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Synergy Investment Management, LLC | History | No change | 61,790 | 3,126 | 0.76% | 0.76% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 61,082 | 3,095 | 0.36% | 0.36% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 61,183 | 3,095 | 1.78% | 1.78% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parallel Advisors, LLC | History | No change | 60,495 | 3,061 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 58,694 | 2,969 | 0.1% | 0.1% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | No change | 59,388 | 2,960 | 1.4% | 1.4% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kroeger Financial Partners | History | No change | 57,250 | 2,896 | 2.8% | 2.8% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 56,898 | 2,879 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prepared Retirement Institute LLC | History | No change | 56,895 | 2,878 | 1.23% | 1.23% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 55,936 | 2,830 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | No change | 55,817 | 2,824 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 55,552 | 2,810 | 0.86% | 0.86% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paragon Advisors, LLC | History | No change | 55,129 | 2,789 | 0.59% | 0.59% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Centurion Wealth Management LLC | History | No change | 54,877 | 2,776 | 0.66% | 0.66% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Revisor Wealth Management LLC | History | No change | 52,409 | 2,651 | 0.64% | 0.64% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 51,868 | 2,624 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 51,229 | 2,592 | 0.34% | 0.34% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 50,908 | 2,575 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 50,860 | 2,573 | 0.53% | 0.53% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 50,583 | 2,559 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 50,313 | 2,545 | 0.49% | 0.49% | 186 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 50,313 | 2,545 | 0.49% | 0.49% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 49,963 | 2,528 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 49,806 | 2,520 | 0.15% | 0.15% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stonekeep Investments, LLC | History | No change | 48,797 | 2,469 | 1.44% | 1.44% | 190 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vawter Financial, Ltd. | History | No change | 48,701 | 2,464 | 0.93% | 0.93% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Synergy Asset Management, LLC | History | No change | 48,206 | 2,439 | 0.23% | 0.23% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | No change | 48,961 | 2,438 | 1.52% | 1.52% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wedmont Private Capital | History | Added to | 49,593 | 2,436 | 0.06% | 0.06% | 194 | +6,099 | 14.02% | Q3 2026 | Oct 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 48,219 | 2,410 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 47,973 | 2,400 | 1.37% | 1.37% | 196 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Compass Financial Group, Inc. | History | No change | 47,061 | 2,381 | 1.01% | 1.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Columbus Macro, LLC | History | No change | 46,372 | 2,346 | 0.23% | 0.23% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 45,509 | 2,302 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Livet Wealth, LLC | History | No change | 45,349 | 2,294 | 1.32% | 1.32% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | No change | 45,258 | 2,290 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Advisory, LLC | History | No change | 45,256 | 2,289 | 0.27% | 0.27% | 202 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NBT BANK, N.A. | History | No change | 44,997 | 2,276 | 0.15% | 0.15% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Center For Asset Management LLC | History | No change | 44,838 | 2,268 | 1.01% | 1.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| May Hill Capital, LLC | History | No change | 44,128 | 2,232 | 0.47% | 0.47% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PAX Financial Group, LLC | History | No change | 43,736 | 2,213 | 0.33% | 0.33% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 43,643 | 2,208 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 42,882 | 2,169 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Planning, Inc. | History | Added to | 44,033 | 2,166 | 0.48% | 0.49% | 209 | +1,400 | 3.28% | Q3 2026 | Oct 08, 2026 |
| RHS Financial, LLC | History | No change | 42,519 | 2,151 | 0.87% | 0.87% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Worth Asset Management, LLC | History | New | 43,660 | 2,148 | 0.63% | — | 211 | +43,660 | New | Q3 2026 | Oct 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 42,185 | 2,134 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | No change | 41,620 | 2,105 | 0.48% | 0.48% | 213 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 40,769 | 2,062 | 1.12% | 1.12% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Advisors | History | No change | 39,986 | 2,023 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 39,678 | 2,007 | 0.07% | 0.07% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Golden State Wealth Management, LLC | History | No change | 39,614 | 2,004 | 0.18% | 0.18% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 39,157 | 1,981 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 38,668 | 1,956 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFSG, LLC | History | No change | 38,442 | 1,945 | 0.17% | 0.17% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Range Financial Group LLC | History | No change | 38,458 | 1,945 | 0.53% | 0.53% | 221 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Exchange Bank | History | Added to | 37,288 | 1,834 | 1.13% | 1.09% | 222 | +2,802 | 8.13% | Q3 2026 | Oct 07, 2026 |
| Veratis Advisors, Inc. | History | No change | 36,022 | 1,822 | 1.29% | 1.29% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Addison Advisors LLC | History | No change | 35,546 | 1,798 | 0.85% | 0.85% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizons Wealth Management | History | New | 35,339 | 1,738 | 1.08% | — | 225 | +35,339 | New | Q3 2026 | Oct 05, 2026 |
| Financial Architects, LLC | History | No change | 34,210 | 1,731 | 0.83% | 0.83% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 33,405 | 1,690 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blossom Wealth Management | History | No change | 32,824 | 1,660 | 2.34% | 2.34% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Napier Financial, LLC | History | No change | 32,103 | 1,624 | 0.34% | 0.34% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Friedenthal Financial | History | No change | 31,674 | 1,602 | 0.74% | 0.74% | 230 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 31,468 | 1,592 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sharkey, Howes & Javer | History | No change | 30,856 | 1,561 | 0.19% | 0.19% | 232 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 30,830 | 1,559 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 29,484 | 1,491 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 29,198 | 1,477 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hexagon Capital Partners LLC | History | No change | 28,651 | 1,449 | 0.2% | 0.2% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 27,309 | 1,381 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Columbia River Financial Group, LLC | History | No change | 26,707 | 1,351 | 0.73% | 0.73% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Advisors / MI | History | No change | 26,444 | 1,338 | 0.08% | 0.08% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 26,455 | 1,338 | 0.33% | 0.33% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valpey Financial Services, LLC | History | No change | 25,776 | 1,304 | 0.78% | 0.78% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LexAurum Advisors, LLC | History | No change | 25,457 | 1,288 | 0.15% | 0.15% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 25,364 | 1,283 | 0.08% | 0.08% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 25,299 | 1,280 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sachetta, LLC | History | No change | 24,998 | 1,264 | 0.61% | 0.61% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 24,730 | 1,251 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 24,646 | 1,247 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | No change | 24,295 | 1,229 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 23,568 | 1,192 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Scarborough Advisors, LLC | History | No change | 23,517 | 1,183 | 0.14% | 0.14% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 23,312 | 1,163 | 0.34% | 0.34% | 251 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 22,898 | 1,158 | 0.72% | 0.72% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global View Capital Management LLC | History | No change | 22,602 | 1,143 | 0.24% | 0.24% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Park Place Capital Corp | History | No change | 22,526 | 1,139 | 0.18% | 0.18% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 22,490 | 1,137 | 0.23% | 0.23% | 255 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Maia Wealth LLC | History | No change | 22,422 | 1,134 | 0.17% | 0.17% | 256 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Comprehensive Wealth Management, LLC | History | No change | 22,218 | 1,124 | 0.51% | 0.51% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 22,082 | 1,117 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Financial, LLC | History | No change | 22,007 | 1,113 | 0.13% | 0.13% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 21,987 | 1,112 | 0.27% | 0.27% | 260 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 21,958 | 1,111 | 0.7% | 0.7% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 21,553 | 1,090 | 0.06% | 0.06% | 262 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 21,526 | 1,089 | 0.61% | 0.61% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 21,460 | 1,085 | 0.98% | 0.98% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Financial Advisory LLC | History | No change | 21,340 | 1,079 | 0.21% | 0.21% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Belpointe Asset Management LLC | History | No change | 20,926 | 1,058 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 20,705 | 1,048 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 20,673 | 1,046 | 0.62% | 0.62% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Planning Navigators CORP | History | No change | 20,566 | 1,040 | 0.39% | 0.39% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HEADINVEST, LLC | History | No change | 19,893 | 1,006 | 0.19% | 0.19% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 19,506 | 987 | 0.12% | 0.12% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 19,448 | 984 | 0.63% | 0.63% | 272 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Note Advisors, LLC | History | No change | 19,332 | 978 | 0.42% | 0.42% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 19,274 | 975 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 19,241 | 973 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 19,292 | 956 | 0.13% | 0.13% | 276 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Venturi Wealth Management, LLC | History | No change | 18,829 | 952 | 0.04% | 0.04% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisory Group LLC | History | No change | 18,781 | 950 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CGN Advisors LLC | History | No change | 18,668 | 944 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Advisory Alpha, LLC | History | No change | 18,530 | 937 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 18,225 | 922 | 0.66% | 0.66% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 18,094 | 906 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vested Financial Planning, LLC | History | No change | 17,630 | 892 | 0.6% | 0.6% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 17,623 | 891 | 0.2% | 0.2% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 17,368 | 878 | 0.4% | 0.4% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Intergy Private Wealth, LLC | History | No change | 17,186 | 869 | 0.2% | 0.2% | 286 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aspen Wealth Management LLC | History | No change | 17,138 | 867 | 0.15% | 0.15% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Charles Schwab Trust Co | History | No change | 16,504 | 835 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sowell Financial Services LLC | History | No change | 16,269 | 823 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 16,521 | 822 | 0.43% | 0.43% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independent Advisor Alliance | History | No change | 16,062 | 812 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 16,204 | 806 | 0.22% | 0.22% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 15,912 | 805 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 15,905 | 804 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compton Financial Group, LLC | History | No change | 15,777 | 798 | 0.15% | 0.15% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 15,714 | 795 | 0.29% | 0.29% | 296 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NWAM LLC | History | No change | 15,655 | 792 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Unify Financial Advisors | History | No change | 15,512 | 784 | 0.72% | 0.72% | 298 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 15,485 | 783 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Waverly Advisors, LLC | History | No change | 15,370 | 777 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 15,263 | 772 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 15,241 | 771 | 0.29% | 0.29% | 302 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Prospect Financial Group LLC | History | No change | 15,253 | 771 | 0.62% | 0.62% | 303 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 14,781 | 750 | 0.2% | 0.2% | 304 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 14,603 | 738 | 0.06% | 0.06% | 305 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 14,793 | 736 | 0.05% | 0.05% | 306 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Finley Financial, LLC | History | No change | 14,460 | 731 | 0.29% | 0.29% | 307 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 13,996 | 708 | 0.22% | 0.22% | 308 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 14,004 | 708 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 13,937 | 705 | 0.6% | 0.6% | 310 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 13,691 | 692 | 0.22% | 0.22% | 311 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Richmond Investment Services, LLC | History | No change | 13,390 | 677 | 0.21% | 0.21% | 312 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 12,986 | 657 | 0.36% | 0.36% | 313 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Curtis Advisory Group, LLC | History | No change | 12,892 | 652 | 0.13% | 0.13% | 314 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,805 | 647 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 12,638 | 639 | 0.07% | 0.07% | 316 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 12,617 | 638 | 0.14% | 0.14% | 317 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | No change | 12,323 | 623 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trivium Point Advisory, LLC | History | No change | 12,249 | 619 | 0.06% | 0.06% | 319 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 12,251 | 619 | 0.2% | 0.2% | 320 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 12,088 | 611 | 0.04% | 0.04% | 321 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 11,898 | 602 | 0.25% | 0.25% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | No change | 12,084 | 601 | 0.04% | 0.04% | 323 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,613 | 587 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evolution Advisers, Inc. | History | No change | 11,557 | 584 | 0.21% | 0.21% | 325 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 11,370 | 575 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 11,298 | 571 | 0.06% | 0.06% | 327 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tarbox Family Office, Inc. | History | No change | 11,105 | 561 | 0.08% | 0.08% | 328 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,036 | 558 | 0.03% | 0.03% | 329 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 10,939 | 553 | 0.28% | 0.28% | 330 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 10,526 | 532 | 0.07% | 0.07% | 331 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 10,504 | 531 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 10,485 | 530 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,381 | 525 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 10,268 | 519 | 0.06% | 0.06% | 335 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rinkey Investments | History | No change | 10,150 | 513 | 0.12% | 0.12% | 336 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 10,105 | 511 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Csenge Advisory Group | History | No change | 10,087 | 510 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 10,252 | 504 | 0.03% | — | 339 | +10,252 | New | Q3 2026 | Oct 08, 2026 |
| Daviman Financial, LLC | History | No change | 9,940 | 502 | 0.28% | 0.28% | 340 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RCS Financial Planning, LLC | History | No change | 9,904 | 501 | 0.24% | 0.24% | 341 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,888 | 500 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 9,899 | 500 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GuidedMoney, LLC | History | No change | 9,807 | 496 | 0.23% | 0.23% | 344 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 9,796 | 495 | 0.17% | 0.17% | 345 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | No change | 5,083 | 494 | 0.27% | 0.27% | 346 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,649 | 488 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 9,602 | 485 | 0.09% | 0.09% | 348 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspect Partners, LLC | History | No change | 9,580 | 484 | 0.18% | 0.18% | 349 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MYECFO, LLC | History | No change | 9,580 | 484 | 0.18% | 0.18% | 350 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sharper & Granite LLC | History | No change | 9,499 | 480 | 0.15% | 0.15% | 351 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Empower Advisory Group, LLC | History | No change | 9,387 | 474 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,126 | 461 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apex Wealth Management, LLC | History | No change | 9,004 | 455 | 0.28% | 0.28% | 354 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 8,930 | 451 | 0.11% | 0.11% | 355 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Detalus Advisors, LLC | History | No change | 8,898 | 450 | 0.09% | 0.09% | 356 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Zhang Financial LLC | History | No change | 8,775 | 444 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 8,583 | 434 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vision Retirement, LLC | History | No change | 8,463 | 428 | 0.1% | 0.1% | 359 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Services | History | No change | 8,421 | 426 | 0.11% | 0.11% | 360 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | No change | 8,430 | 425 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 8,157 | 412 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHOREO, LLC | History | No change | 8,032 | 406 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 7,843 | 396 | 0.14% | 0.14% | 364 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 7,793 | 394 | 0.36% | 0.36% | 365 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 7,992 | 393 | 0.04% | 0.04% | 366 | -894 | -10.06% | Q3 2026 | Oct 09, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 7,916 | 392 | 0.37% | 0.37% | 367 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 7,663 | 387 | 0.15% | 0.15% | 368 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ascent Group, LLC | History | No change | 7,638 | 386 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 7,596 | 384 | 0.06% | 0.06% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 7,592 | 384 | 0.09% | 0.09% | 371 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 7,576 | 383 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 7,478 | 378 | 0.17% | 0.17% | 373 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Carter Financial Group, INC. | History | No change | 7,376 | 373 | 0.19% | 0.19% | 374 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | No change | 7,296 | 369 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 7,069 | 357 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 7,049 | 356 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 6,994 | 353 | 0.09% | 0.09% | 378 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 6,771 | 342 | 0.08% | 0.08% | 379 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avion Wealth | History | No change | 6,721 | 340 | 0.06% | 0.06% | 380 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IVC Wealth Advisors LLC | History | No change | 6,686 | 338 | 0.13% | 0.13% | 381 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Joule Financial, LLC | History | No change | 6,682 | 338 | 0.09% | 0.09% | 382 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthNavi Inc. | History | No change | 6,646,207 | 336 | 2.63% | 2.63% | 383 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 6,572 | 332 | 0.1% | 0.1% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Latitude Advisors, LLC | History | No change | 6,522 | 330 | 0.13% | 0.13% | 385 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 6,449 | 326 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 6,331 | 320 | 0.03% | 0.03% | 387 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 6,321 | 319 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 6,318 | 319 | 0.18% | 0.18% | 389 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASL Financial, LLC | History | No change | 6,259 | 316 | 0.22% | 0.22% | 390 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,176 | 312 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 6,140 | 310 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 6,133 | 310 | 0.23% | 0.23% | 393 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 6,118 | 309 | 0.13% | 0.13% | 394 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alta Wealth Advisors LLC | History | No change | 6,062 | 306 | 0.08% | 0.08% | 395 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 6,019 | 304 | 0.17% | 0.17% | 396 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CFO4Life Group, LLC | History | No change | 5,940 | 300 | 0.04% | 0.04% | 397 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RBA Wealth Management, LLC | History | No change | 5,936 | 300 | 0.11% | 0.11% | 398 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Independent Wealth Network Inc. | History | No change | 5,912 | 299 | 0.08% | 0.08% | 399 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,817 | 294 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cascade Financial Partners, LLC | History | No change | 5,824 | 294 | 0.03% | 0.03% | 401 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MSH Capital Advisors LLC | History | No change | 5,822 | 294 | 0.05% | 0.05% | 402 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,713 | 289 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Level Financial Advisors | History | No change | 5,700 | 288 | 0.06% | 0.06% | 404 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Planning Group LLC | History | No change | 5,731 | 285 | 0.04% | 0.04% | 405 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,492 | 277 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 5,489 | 277 | 0.12% | 0.12% | 407 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cassilly Financial Group LLC | History | Reduced | 5,616 | 276 | 0.19% | 0.3% | 409 | -2,668 | -32.21% | Q3 2026 | Oct 07, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 5,471 | 276 | 0.11% | 0.11% | 408 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,301 | 268 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Global Financial Private Client, LLC | History | No change | 5,316 | 268 | 0.07% | 0.07% | 411 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,289 | 267 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Able Wealth Management LLC | History | No change | 5,216 | 263 | 0.06% | 0.06% | 413 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Indivisible Partners | History | No change | 5,144 | 260 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 5,106 | 258 | 0.14% | 0.14% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 5,094 | 257 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 5,033 | 254 | 0.05% | 0.05% | 417 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Asempa Wealth Advisors | History | Reduced | 5,173 | 253 | 0.19% | 0.44% | 418 | -6,507 | -55.71% | Q3 2026 | Oct 07, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 4,939 | 249 | 0.05% | 0.05% | 419 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,887 | 247 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 4,880 | 246 | 0.08% | 0.08% | 421 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 4,870 | 246 | 0.18% | 0.18% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 4,780 | 241 | 0.14% | 0.14% | 423 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| E6 Portfolios, LLC | History | No change | 4,779 | 241 | 0.19% | 0.19% | 424 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stewardship Advisors, LLC | History | No change | 4,702 | 237 | 0.05% | 0.05% | 425 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 4,682 | 236 | 0.13% | 0.13% | 426 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avant Financial Advisors LLC | History | No change | 4,679 | 236 | 0.15% | 0.15% | 427 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 4,674 | 236 | 0.06% | 0.06% | 428 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Composition Wealth, LLC | History | No change | 4,633 | 234 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | No change | 4,574 | 231 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 4,582 | 231 | 0.06% | 0.06% | 431 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 4,544 | 223 | 0.01% | 0.01% | 432 | +167 | 3.82% | Q3 2026 | Oct 07, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 4,436 | 222 | 0.1% | 0.1% | 433 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | No change | 4,365 | 220 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,294 | 217 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lifeworks Advisors, LLC | History | No change | 4,274 | 216 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Markin Asset Management, LP | History | No change | 4,236 | 214 | 0.18% | 0.18% | 437 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 4,229 | 213 | 0.05% | 0.05% | 438 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Madson Wealth Advisors Inc | History | No change | 4,135 | 209 | 0.14% | 0.14% | 439 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XY Planning Network, Inc. | History | No change | 4,100 | 207 | 0.03% | 0.03% | 440 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 4,077 | 206 | 0.02% | 0.02% | 441 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,075 | 206 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Family Investment Center, Inc. | History | No change | 4,068 | 205 | 0.03% | 0.03% | 443 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mann Financial Group, Inc. | History | No change | 3,986 | 201 | 0.17% | 0.17% | 444 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 3,955 | 200 | 0.13% | 0.13% | 445 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PW Nova Financial Services LLC | History | No change | 3,964 | 200 | 0.04% | 0.04% | 446 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,916 | 198 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GK Wealth Management LLC | History | New | 3,349 | 164 | 0.09% | — | 448 | +3,349 | New | Q3 2026 | Oct 09, 2026 |
| FMR LLC | History | No change | 3,126 | 158 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 2,991 | 151 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 2,971 | 150 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| North Star Investment Management Corp. | History | No change | 2,905 | 146 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | No change | 2,900 | 146 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 2,792 | 141 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mosley Wealth Management | History | No change | 2,696 | 136 | 0.04% | 0.04% | 455 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 2,402 | 121 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,403 | 121 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 2,331 | 117 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,171 | 109 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,051 | 103 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,979 | 100 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,992 | 100 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthShield Partners, LLC | History | No change | 1,948 | 98 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,917 | 97 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,925 | 94 | 0.0% | 0.01% | 465 | -1,707 | -47.0% | Q3 2026 | Oct 08, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,795 | 90 | 0.07% | 0.07% | 466 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,773 | 89 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 1,726 | 87 | 0.03% | 0.03% | 468 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fairway Wealth LLC | History | No change | 1,575 | 79 | 0.02% | 0.02% | 469 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,398 | 70 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,337 | 67 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 1,193 | 60 | 0.03% | 0.03% | 472 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,160 | 58 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,133 | 57 | 0.05% | 0.05% | 474 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forum Finance Group S.A. | History | No change | 1,150 | 47 | 0.02% | 0.02% | 475 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 857 | 43 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kopp Family Office, LLC | History | No change | 839 | 42 | 0.03% | 0.03% | 477 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Y.D. More Investments Ltd | History | No change | 800 | 40 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | No change | 735 | 37 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fairscale Capital, LLC | History | No change | 715 | 36 | 0.02% | 0.02% | 480 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TFC Financial Management, Inc. | History | No change | 711 | 35 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strive Financial Group ,LLC | History | No change | 680 | 34 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 675 | 33 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 652 | 32 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caitlin John, LLC | History | No change | 652 | 32 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 617 | 31 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | No change | 603 | 30 | 0.08% | 0.08% | 487 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Archer Investment Corp | History | No change | 590 | 29 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| REAP Financial Group, LLC | History | No change | 584 | 29 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 586 | 29 | 0.02% | 0.02% | 490 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 277 | 26 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 495 | 25 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LifeSteps Financial, Inc. | History | No change | 466 | 23 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aventura Private Wealth, LLC | History | No change | 455 | 23 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pacific Center for Financial Services | History | No change | 454 | 22 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD ADVISERS INC | History | No change | 370 | 18 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 10Elms LLP | History | No change | 321 | 16 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocate Investing Services LLC | History | No change | 329 | 16 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Signature Equity Partners, LLC | History | No change | 298 | 15 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 284 | 14 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 284 | 14 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 271 | 13 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cordant, Inc. | History | No change | 250 | 12 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 247 | 12 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 230 | 11 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 214 | 10 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 205 | 10 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Providence Capital Advisors, LLC | History | No change | 217 | 10 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 204 | 10 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Nemes Rush Group LLC | History | No change | 212 | 10 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 216 | 10 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 213 | 10 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 208 | 10 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 193 | 9 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 179 | 9 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dunhill Financial, LLC | History | No change | 160 | 8 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trust Co | History | Added to | 148 | 7 | 0.0% | — | 518 | +138 | 1380.0% | Q3 2026 | Oct 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 154 | 7 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 134 | 6 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 109 | 5 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 93 | 4 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BESSEMER GROUP INC | History | No change | 50 | 3 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 78 | 3 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 66 | 3 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 78 | 3 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MASECO LLP | History | No change | 65 | 3 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meramec Financial Planners, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 64 | 3 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roxbury Financial LLC | History | New | 57 | 2 | 0.0% | — | 541 | +57 | New | Q3 2026 | Oct 01, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 44 | 2 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EASTERN BANK | History | No change | 54 | 2 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Investors Research Corp | History | No change | 43 | 2 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CNB Bank | History | No change | 54 | 2 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | No change | 53 | 2 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 47 | 2 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SYM FINANCIAL Corp | History | No change | 21 | 1 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ancora Advisors LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quaker Wealth Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| True Wealth Design, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GGM Financial LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HFM Investment Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,095 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,572 | -100.0% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CHELSEA COUNSEL CO | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fortitude Family Office, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Imprint Wealth LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Copia Wealth Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Longview Financial Advisors LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| United Financial Planning Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisor Network LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |