iSHARES TRUST - IBDS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 9,690,105 | 234,694 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,566,800 | 134,827 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MORGAN STANLEY | History | No change | 4,571,915 | 110,731 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 4,367,228 | 105,774 | 0.29% | 0.29% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 4,219,212 | 102,189 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 4,152,438 | 100,572 | 1.33% | 1.33% | 6 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,756,955 | 90,993 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,652,706 | 88,468 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 2,150,618 | 52,087 | 3.23% | 3.23% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisors, LLC | History | No change | 1,918,973 | 46,477 | 0.61% | 0.61% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,906,529 | 46,178 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,654,457 | 40,071 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,520,764 | 36,832 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,512,130 | 36,623 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 1,501,436 | 36,364 | 4.63% | 4.63% | 15 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kathmere Capital Management, LLC | History | No change | 1,464,682 | 35,474 | 1.88% | 1.88% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,457,509 | 35,300 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 1,336,886 | 32,379 | 1.17% | 1.17% | 18 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,331,503 | 32,248 | 1.57% | 1.57% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RVW Wealth, LLC | History | Reduced | 1,248,705 | 30,118 | 1.93% | 2.03% | 20 | -23,619 | -1.86% | Q3 2026 | Oct 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,179,587 | 28,569 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,163,553 | 28,181 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,062,966 | 25,745 | 1.41% | 1.41% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,051,623 | 25,470 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wick Capital Partners, LLC | History | No change | 1,021,785 | 24,747 | 3.73% | 3.73% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 973,907 | 23,588 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Klingman & Associates, LLC | History | No change | 959,571 | 23,240 | 0.99% | 0.99% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 931,010 | 22,549 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 886,819 | 21,478 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 872,805 | 21,139 | 1.87% | 1.87% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Meiji Yasuda Life Insurance Co | History | No change | 866,000 | 20,974 | 0.7% | 0.7% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 827,982 | 20,053 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 818,429 | 19,822 | 0.18% | 0.18% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Asset Management, LLC | History | No change | 787,752 | 19,079 | 2.44% | 2.44% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 775,764 | 18,789 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glenview Trust Co | History | No change | 754,877 | 18,283 | 0.25% | 0.25% | 36 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 742,094 | 17,973 | 0.28% | 0.28% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SPINNAKER TRUST | History | No change | 732,003 | 17,729 | 0.86% | 0.86% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| REBALANCE, LLC | History | No change | 714,290 | 17,300 | 0.91% | 0.91% | 39 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BlackRock, Inc. | History | No change | 702,212 | 17,007 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 699,963 | 16,953 | 0.17% | 0.17% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 671,274 | 16,258 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 632,851 | 15,327 | 0.28% | 0.28% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | No change | 624,892 | 15,134 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strid Group, LLC | History | No change | 610,929 | 14,796 | 1.64% | 1.64% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 592,813 | 14,357 | 0.88% | 0.88% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOVEM GROUP | History | No change | 588,288 | 14,248 | 1.44% | 1.44% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 583,708 | 14,137 | 0.48% | 0.48% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Northstar Group, Inc. | History | No change | 518,768 | 12,564 | 1.62% | 1.62% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Venture Visionary Partners LLC | History | Added to | 507,140 | 12,232 | 0.32% | 0.31% | 50 | +50,438 | 11.04% | Q3 2026 | Oct 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 499,403 | 12,095 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 452,252 | 10,953 | 0.63% | 0.63% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 439,872 | 10,653 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McGuire Investment Group, LLC | History | No change | 416,994 | 10,099 | 0.88% | 0.88% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 407,419 | 9,867 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cornerstone Planning, LLC | History | No change | 406,654 | 9,849 | 2.28% | 2.28% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 393,504 | 9,530 | 4.02% | 4.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 381,845 | 9,248 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 381,291 | 9,234 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 376,949 | 9,129 | 0.14% | 0.14% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | No change | 374,157 | 9,062 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 373,549 | 9,047 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 370,829 | 8,981 | 0.16% | 0.16% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 365,074 | 8,833 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Windsor Capital Management, LLC | History | No change | 363,900 | 8,813 | 2.29% | 2.29% | 65 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Peloton Wealth Strategists | History | No change | 360,320 | 8,727 | 3.23% | 3.23% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| InvesTrust | History | No change | 353,843 | 8,570 | 3.3% | 3.3% | 67 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Composition Wealth, LLC | History | No change | 351,582 | 8,515 | 0.1% | 0.1% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 351,126 | 8,504 | 0.13% | 0.13% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ironwood Financial, llc | History | No change | 350,537 | 8,461 | 1.32% | 1.32% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 346,518 | 8,392 | 0.31% | 0.31% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 336,581 | 8,151 | 4.85% | 4.85% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 334,825 | 8,109 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Great Diamond Partners, LLC | History | No change | 323,681 | 7,839 | 1.35% | 1.35% | 74 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 309,328 | 7,491 | 3.25% | 3.25% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 299,698 | 7,258 | 0.39% | 0.39% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 298,243 | 7,223 | 1.14% | 1.14% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 294,645 | 7,136 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 293,807 | 7,115 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 292,591 | 7,087 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 284,709 | 6,895 | 1.19% | 1.19% | 81 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Madden Advisory Services, Inc. | History | No change | 278,182 | 6,737 | 2.42% | 2.42% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 271,735 | 6,581 | 0.65% | 0.65% | 83 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 265,974 | 6,441 | 1.78% | 1.78% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 262,033 | 6,346 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 4Thought Financial Group Inc. | History | No change | 261,333 | 6,329 | 2.97% | 2.97% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 260,060 | 6,303 | 0.26% | 0.26% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MCF Advisors LLC | History | No change | 254,899 | 6,173 | 0.22% | 0.22% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 252,959 | 6,126 | 0.1% | 0.1% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | No change | 249,890 | 6,052 | 3.01% | 3.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 246,226 | 5,963 | 2.95% | 2.95% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 245,954 | 5,956 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 244,563 | 5,923 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 242,492 | 5,873 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 238,877 | 5,785 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 238,729 | 5,781 | 2.06% | 2.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 237,110 | 5,742 | 1.85% | 1.85% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 233,904 | 5,665 | 1.29% | 1.29% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 233,352 | 5,651 | 0.27% | 0.27% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Guidance Point Advisors, LLC | History | No change | 233,201 | 5,648 | 1.19% | 1.19% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crews Bank & Trust | History | No change | 226,390 | 5,483 | 0.72% | 0.72% | 101 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Heartland Bank & Trust Co | History | No change | 226,152 | 5,477 | 1.13% | 1.13% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 223,130 | 5,404 | 0.37% | 0.37% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prospera Financial Services Inc | History | No change | 222,041 | 5,378 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Krilogy Financial LLC | History | No change | 218,269 | 5,286 | 0.16% | 0.16% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ES4, LLC | History | No change | 217,898 | 5,277 | 2.77% | 2.77% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARROW FINANCIAL CORP | History | No change | 209,525 | 5,074 | 0.45% | 0.45% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 201,638 | 4,883 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 196,600 | 4,761 | 0.28% | 0.28% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 192,732 | 4,667 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 186,041 | 4,505 | 0.15% | 0.15% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Robbins Farley | History | No change | 184,636 | 4,471 | 1.72% | 1.72% | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 10Elms LLP | History | No change | 183,989 | 4,456 | 1.89% | 1.89% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 182,351 | 4,403 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 181,395 | 4,393 | 1.61% | 1.61% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 176,080 | 4,264 | 0.41% | 0.41% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 174,589 | 4,228 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 170,097 | 4,119 | 0.77% | 0.77% | 118 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 169,417 | 4,103 | 0.68% | 0.68% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 164,714 | 3,989 | 0.54% | 0.54% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Covington Investment Advisors Inc. | History | No change | 163,371 | 3,957 | 0.51% | 0.51% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TLWM | History | Reduced | 162,168 | 3,911 | 0.62% | 0.64% | 122 | -1,365 | -0.83% | Q3 2026 | Oct 08, 2026 |
| Evergreen Private Wealth LLC | History | No change | 156,823 | 3,798 | 1.4% | 1.4% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONECO ADVISORS, LLC | History | No change | 155,938 | 3,776 | 0.23% | 0.23% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MEMBERS WEALTH LLC | History | No change | 152,799 | 3,700 | 2.03% | 2.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 145,523 | 3,524 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Foundation Wealth Management, LLC | History | No change | 141,313 | 3,422 | 2.02% | 2.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stonebrook Private Inc. | History | No change | 137,983 | 3,341 | 0.61% | 0.61% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 132,755 | 3,215 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Capital Management LLC | History | No change | 131,637 | 3,188 | 0.36% | 0.36% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | No change | 130,439 | 3,159 | 0.15% | 0.15% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 129,122 | 3,127 | 0.22% | 0.22% | 132 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 127,834 | 3,096 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 126,585 | 3,065 | 1.65% | 1.65% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 121,832 | 2,950 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | No change | 121,071 | 2,932 | 0.5% | 0.5% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LifePlan Financial, LLC | History | No change | 120,053 | 2,907 | 2.04% | 2.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Roble, Belko & Company, Inc | History | No change | 118,468 | 2,869 | 0.31% | 0.31% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 118,224 | 2,863 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TFR Capital, LLC. | History | No change | 118,086 | 2,860 | 0.81% | 0.81% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COWA, LLC | History | No change | 117,008 | 2,833 | 0.71% | 0.71% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 115,119 | 2,788 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Breachway Investments LLC | History | No change | 114,761 | 2,779 | 4.18% | 4.18% | 143 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 114,542 | 2,774 | 0.33% | 0.33% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WJ Wealth Management, LLC | History | No change | 113,756 | 2,755 | 1.09% | 1.09% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Marathon Mission, Inc. | History | Added to | 112,717 | 2,718 | 1.37% | 1.33% | 146 | +2,733 | 2.48% | Q3 2026 | Oct 01, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 112,074 | 2,714 | 1.26% | 1.26% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rossmore Private Capital | History | No change | 111,591 | 2,702 | 0.22% | 0.22% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MTM Investment Management, LLC | History | No change | 111,385 | 2,697 | 0.77% | 0.77% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Centennial Advisors, LLC | History | No change | 104,961 | 2,542 | 3.03% | 3.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 104,825 | 2,538 | 0.68% | 0.68% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Foundry Financial Group, Inc. | History | No change | 104,158 | 2,522 | 1.09% | 1.09% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hills Bank & Trust Co | History | No change | 102,978 | 2,494 | 0.11% | 0.11% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 102,219 | 2,475 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 100,833 | 2,442 | 0.65% | 0.65% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 100,127 | 2,420 | 0.13% | 0.13% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 95,525 | 2,313 | 0.15% | 0.15% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 92,429 | 2,238 | 0.23% | 0.23% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 92,166 | 2,232 | 0.22% | 0.22% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chesley Taft & Associates LLC | History | No change | 91,112 | 2,206 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Keeler Thomas Management LLC | History | No change | 89,401 | 2,165 | 0.77% | 0.77% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 88,511 | 2,143 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 88,225 | 2,136 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthstar Advisors, LLC | History | No change | 87,831 | 2,127 | 0.62% | 0.62% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 87,155 | 2,110 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 86,968 | 2,106 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 86,828 | 2,102 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FourThought Financial Partners, LLC | History | No change | 86,208 | 2,087 | 0.16% | 0.16% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Round Rock Advisors LLC | History | No change | 85,857 | 2,079 | 0.27% | 0.27% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Probity Advisors, Inc. | History | No change | 84,095 | 2,036 | 0.29% | 0.29% | 170 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 81,478 | 1,973 | 0.78% | 0.78% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 78,274 | 1,895 | 0.24% | 0.24% | 172 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 77,378 | 1,874 | 0.14% | 0.14% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | No change | 76,091 | 1,843 | 0.35% | 0.35% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 75,872 | 1,834 | 0.18% | 0.18% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 75,182 | 1,820 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 74,335 | 1,800 | 0.5% | 0.5% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WRAPMANAGER INC | History | No change | 73,153 | 1,771 | 0.55% | 0.55% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Montecito Bank & Trust | History | Added to | 73,360 | 1,769 | 0.27% | 0.26% | 179 | +376 | 0.52% | Q3 2026 | Oct 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 72,894 | 1,758 | 0.01% | 0.02% | 180 | -6,910 | -8.66% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 70,553 | 1,708 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Segment Wealth Management, LLC | History | No change | 69,830 | 1,691 | 0.09% | 0.09% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 70,103 | 1,690 | 0.27% | 0.27% | 183 | +1,584 | 2.31% | Q3 2026 | Oct 08, 2026 |
| WealthTrust Axiom LLC | History | No change | 68,500 | 1,659 | 0.37% | 0.37% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 67,323 | 1,630 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bullock Wealth Management Group | History | Added to | 66,407 | 1,597 | 0.66% | 0.68% | 186 | +1,200 | 1.84% | Q3 2026 | Oct 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 64,550 | 1,563 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 63,729 | 1,543 | 0.14% | 0.14% | 188 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 63,847 | 1,539 | 0.09% | 0.1% | 189 | -5,068 | -7.35% | Q3 2026 | Oct 09, 2026 |
| AlTi Global, Inc. | History | No change | 63,500 | 1,537 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arcataur Capital Management LLC | History | No change | 62,420 | 1,511 | 0.37% | 0.37% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 61,529 | 1,490 | 0.21% | 0.21% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cove Private Wealth, LLC | History | No change | 61,000 | 1,477 | 0.29% | 0.29% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 60,583 | 1,467 | 0.1% | 0.1% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 59,523 | 1,441 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 58,868 | 1,425 | 0.16% | 0.16% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 58,065 | 1,406 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 57,970 | 1,404 | 0.22% | 0.22% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Reliant Wealth Planning | History | No change | 57,204 | 1,385 | 0.38% | 0.38% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | No change | 56,813 | 1,376 | 0.59% | 0.59% | 200 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 56,668 | 1,372 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 56,334 | 1,364 | 0.14% | 0.14% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bank of New York Mellon Corp | History | No change | 56,301 | 1,363 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Addison Advisors LLC | History | No change | 55,314 | 1,339 | 0.63% | 0.63% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 54,815 | 1,324 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 54,815 | 1,324 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MidFirst Bank | History | No change | 54,655 | 1,323 | 0.09% | 0.09% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Element Wealth, LLC | History | No change | 52,061 | 1,260 | 0.47% | 0.47% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 51,900 | 1,257 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 49,706 | 1,203 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 49,536 | 1,199 | 0.15% | 0.15% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 48,882 | 1,183 | 0.48% | 0.48% | 212 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 48,386 | 1,171 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WESBANCO BANK INC | History | No change | 48,074 | 1,164 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farmers National Bank | History | No change | 47,715 | 1,155 | 0.24% | 0.24% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balentine LLC | History | No change | 47,466 | 1,149 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archford Capital Strategies, LLC | History | No change | 47,299 | 1,145 | 0.12% | 0.12% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ADIRONDACK TRUST CO | History | No change | 46,837 | 1,133 | 0.34% | 0.34% | 218 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 46,471 | 1,125 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferson Bridge Capital, LLC | History | No change | 45,897 | 1,111 | 0.96% | 0.96% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aspen Wealth Management LLC | History | No change | 45,194 | 1,094 | 0.19% | 0.19% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 44,524 | 1,078 | 0.66% | 0.66% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUMMITRY LLC | History | No change | 43,476 | 1,052 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 43,392 | 1,050 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 42,435 | 1,027 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 42,400 | 1,026 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 42,347 | 1,025 | 0.09% | 0.09% | 227 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CGN Advisors LLC | History | No change | 41,853 | 1,013 | 0.07% | 0.07% | 228 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 41,100 | 995 | 0.4% | 0.4% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Timber Creek Capital Management LLC | History | No change | 40,601 | 983 | 0.2% | 0.2% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 40,403 | 978 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Weaver Consulting Group | History | Added to | 39,277 | 947 | 0.18% | 0.19% | 232 | +742 | 1.93% | Q3 2026 | Oct 07, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 38,921 | 942 | 0.39% | 0.39% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 38,841 | 940 | 0.66% | 0.66% | 234 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 38,330 | 928 | 0.11% | 0.11% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 37,506 | 908 | 0.55% | 0.55% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stokes Family Office, LLC | History | No change | 35,784 | 866 | 0.1% | 0.1% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 35,316 | 855 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST INTERSTATE BANK | History | No change | 35,211 | 852 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 35,119 | 850 | 0.09% | 0.09% | 240 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 34,282 | 830 | 0.2% | 0.2% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 33,896 | 818 | 0.72% | 0.72% | 242 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealthspire Advisors, LLC | History | No change | 33,745 | 817 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 33,493 | 811 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 33,478 | 810 | 0.14% | 0.14% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | No change | 32,932 | 797 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Black Swift Group, LLC | History | No change | 32,825 | 795 | 0.11% | 0.11% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 32,504 | 787 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 32,496 | 787 | 0.44% | 0.44% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 32,494 | 786 | 0.27% | 0.27% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HORAN Wealth, LLC | History | No change | 32,276 | 781 | 0.1% | 0.1% | 251 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| StoneX Group Inc. | History | No change | 32,226 | 780 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 32,211 | 780 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 32,145 | 778 | 0.45% | 0.45% | 254 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 32,137 | 778 | 0.2% | 0.2% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 32,040 | 776 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Schuylkill Financial LLC | History | No change | 32,032 | 775 | 0.72% | 0.72% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 31,805 | 770 | 0.16% | 0.16% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Neuberger Berman Group LLC | History | No change | 31,421 | 761 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Wealth Group, LLC | History | No change | 30,918 | 748 | 0.15% | 0.15% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pure Financial Advisors, LLC | History | No change | 30,206 | 731 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Autumn Glory Partners, LLC | History | No change | 30,127 | 729 | 0.21% | 0.21% | 262 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 30,099 | 728 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 29,635 | 717 | 0.07% | 0.07% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 29,190 | 706 | 0.45% | 0.45% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Seneca House Advisors | History | No change | 28,686 | 694 | 0.25% | 0.25% | 266 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Northwest Bancshares, Inc. | History | No change | 27,975 | 677 | 0.12% | 0.12% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Straight Path Wealth Management | History | No change | 27,912 | 676 | 0.16% | 0.16% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 27,735 | 671 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TABLEAUX LLC | History | No change | 27,256 | 660 | 0.28% | 0.28% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 26,595 | 641 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atwater Malick LLC | History | No change | 26,265 | 636 | 0.14% | 0.14% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,249 | 635 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 26,203 | 634 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 25,823 | 625 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 25,769 | 624 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trust Point Inc. | History | No change | 24,639 | 596 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 24,678 | 595 | 0.02% | 0.01% | 278 | +7,046 | 39.96% | Q3 2026 | Oct 08, 2026 |
| Hurley Capital, LLC | History | No change | 24,492 | 593 | 0.31% | 0.31% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walleye Partners, LLC | History | No change | 24,355 | 589 | 0.67% | 0.67% | 280 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Wealth Partners, LLC | History | No change | 24,186 | 585 | 0.08% | 0.08% | 281 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 24,134 | 582 | 0.13% | 0.14% | 282 | -617 | -2.49% | Q3 2026 | Oct 08, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 23,710 | 573 | 0.12% | 0.12% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | No change | 23,624 | 572 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilbert & Cook, Inc. | History | No change | 23,486 | 568 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 23,269 | 563 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| American Trust | History | No change | 22,553 | 546 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 22,476 | 544 | 0.33% | 0.33% | 288 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 22,027 | 533 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 22,000 | 532 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New Hampshire | History | Reduced | 21,930 | 528 | 0.11% | 0.12% | 291 | -2,625 | -10.69% | Q3 2026 | Oct 06, 2026 |
| Belpointe Asset Management LLC | History | No change | 21,511 | 521 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 21,325 | 516 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Indivisible Partners | History | No change | 20,552 | 497 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 20,344 | 492 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 20,029 | 485 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 19,995 | 484 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 19,694 | 477 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 19,602 | 474 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lee Financial Co | History | No change | 19,430 | 470 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 18,500 | 448 | 0.31% | 0.31% | 301 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Curbstone Financial Management Corp | History | No change | 18,490 | 447 | 0.08% | 0.08% | 302 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 18,473 | 447 | 0.08% | 0.08% | 303 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Trust, LLC | History | No change | 18,143 | 439 | 0.06% | 0.06% | 304 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 17,828 | 431 | 0.03% | 0.03% | 305 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FF Advisors,LLC | History | No change | 17,826 | 431 | 0.16% | 0.16% | 306 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 17,730 | 429 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Money Management, LLC | History | No change | 17,728 | 429 | 0.06% | 0.06% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 17,674 | 428 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 17,674 | 426 | 0.1% | 0.12% | 310 | -1,002 | -5.37% | Q3 2026 | Oct 07, 2026 |
| CVA Family Office, LLC | History | No change | 17,570 | 425 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 17,380 | 420 | 0.07% | 0.07% | 312 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rothschild Wealth LLC | History | No change | 17,236 | 417 | 0.03% | 0.03% | 313 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 17,061 | 413 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 17,000 | 412 | 0.26% | 0.26% | 315 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 16,852 | 408 | 0.07% | 0.07% | 316 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 16,645 | 403 | 0.05% | 0.05% | 317 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Old Mission Investment Co LLC | History | No change | 16,664 | 403 | 0.08% | 0.08% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 16,626 | 402 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Livet Wealth, LLC | History | No change | 16,541 | 400 | 0.23% | 0.23% | 320 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Trail Advisors, LLC | History | No change | 16,350 | 395 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lifeworks Advisors, LLC | History | No change | 16,325 | 395 | 0.04% | 0.04% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Advisory Corp | History | No change | 16,166 | 391 | 0.05% | 0.05% | 323 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisor OS, LLC | History | No change | 15,952 | 386 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 15,778 | 382 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 15,769 | 381 | 0.07% | 0.07% | 326 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 15,524 | 375 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 15,200 | 368 | 0.25% | 0.25% | 328 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HUB Investment Partners, LLC | History | No change | 15,038 | 364 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 14,522 | 351 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 14,348 | 347 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KPP Advisory Services LLC | History | No change | 14,320 | 346 | 0.04% | 0.04% | 332 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Scott Capital Advisors, LLC | History | No change | 14,264 | 345 | 0.05% | 0.05% | 333 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Betterment LLC | History | No change | 14,214 | 344 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 14,069 | 340 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eagle Strategies LLC | History | No change | 14,052 | 340 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 13,765 | 333 | 0.09% | 0.09% | 337 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 13,752 | 332 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 13,737 | 332 | 0.03% | 0.03% | 339 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ledyard National Bank | History | No change | 13,640 | 330 | 0.03% | 0.03% | 340 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 13,666 | 330 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,561 | 328 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ferguson Johnson Wealth Management Inc | History | No change | 13,452 | 325 | 0.24% | 0.24% | 343 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 13,248 | 319 | 0.06% | — | 344 | +13,248 | New | Q3 2026 | Oct 05, 2026 |
| GAMMA Investing LLC | History | Added to | 13,164 | 317 | 0.01% | 0.01% | 345 | +1,236 | 10.36% | Q3 2026 | Oct 08, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 13,020 | 315 | 0.07% | 0.07% | 346 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 12,652 | 306 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 12,500 | 302 | 0.12% | 0.12% | 348 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 12,390 | 300 | 0.13% | 0.13% | 349 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| United Community Bank | History | No change | 12,245 | 296 | 0.09% | 0.09% | 350 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berkshire Money Management, Inc. | History | No change | 12,213 | 295 | 0.03% | 0.03% | 351 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fortune Financial Group, Inc. | History | No change | 12,216 | 295 | 0.23% | 0.23% | 352 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cyr Financial Inc. | History | No change | 12,156 | 294 | 0.15% | 0.15% | 353 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meredith Wealth Planning | History | No change | 12,124 | 293 | 0.07% | 0.07% | 354 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sarver Vrooman Wealth Advisors | History | Reduced | 12,004 | 289 | 0.17% | 0.17% | 355 | -170 | -1.4% | Q3 2026 | Oct 01, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 11,893 | 288 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,659 | 282 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 11,686 | 281 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Csenge Advisory Group | History | No change | 11,387 | 275 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 11,325 | 274 | 0.17% | 0.17% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Management, LLC | History | No change | 11,161 | 270 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SEEDS INVESTOR LLC | History | No change | 10,942 | 265 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 10,961 | 265 | 0.07% | 0.07% | 363 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HANOVER ADVISORS INC | History | No change | 10,940 | 264 | 0.1% | 0.1% | 364 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 10,729 | 259 | 0.11% | 0.11% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 10,652 | 257 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Highland Financial Advisors, LLC | History | No change | 10,606 | 256 | 0.06% | 0.06% | 367 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 10,490 | 254 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 10,504 | 254 | 0.08% | 0.08% | 369 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 10,447 | 253 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horizons Wealth Management | History | New | 10,438 | 251 | 0.16% | — | 371 | +10,438 | New | Q3 2026 | Oct 05, 2026 |
| Greenspring Advisors, LLC | History | No change | 10,316 | 249 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PSI Advisors, LLC | History | No change | 10,150 | 245 | 0.06% | 0.06% | 373 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Briggs Wealth Management, Inc | History | No change | 9,937 | 240 | 0.22% | 0.22% | 374 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 9,782 | 236 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9,600 | 232 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,620 | 232 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aprio Wealth Management, LLC | History | No change | 9,554 | 231 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,261 | 224 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 9,129 | 220 | 0.05% | 0.05% | 380 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 9,066 | 219 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Riverstone Advisors, LLC | History | No change | 8,973 | 217 | 0.09% | 0.09% | 382 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cypress Wealth Services, LLC | History | No change | 8,867 | 214 | 0.03% | 0.03% | 383 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 8,836 | 214 | 0.16% | 0.16% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 8,725 | 211 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 8,677 | 210 | 0.03% | 0.03% | 386 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 8,633 | 209 | 0.03% | 0.03% | 387 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Empirical Asset Management, LLC | History | No change | 8,632 | 209 | 0.05% | 0.05% | 388 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVIS R M INC | History | No change | 8,570 | 207 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALLAST ADVISORS LLC | History | No change | 8,570 | 207 | 0.05% | 0.05% | 390 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 8,560 | 206 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,500 | 205 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 8,500 | 205 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 8,488 | 205 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STAR Financial Bank | History | No change | 8,483 | 205 | 0.08% | 0.08% | 395 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 8,385 | 203 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,350 | 202 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | No change | 8,376 | 202 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bogart Wealth, LLC | History | No change | 8,050 | 194 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Front Row Advisors LLC | History | No change | 7,850 | 189 | 0.05% | 0.05% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | Added to | 7,476 | 180 | 0.02% | 0.01% | 401 | +953 | 14.61% | Q3 2026 | Oct 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 6,955 | 168 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 6,626 | 160 | 0.09% | 0.09% | 403 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hyposwiss Advisors SA | History | No change | 6,345 | 153 | 0.14% | 0.14% | 404 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Community Financial Services Group, LLC | History | No change | 6,114 | 147 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Black Cypress Capital Management, LLC | History | No change | 5,800 | 140 | 0.09% | 0.09% | 406 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,553 | 110 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Align Financial, LLC | History | No change | 4,282 | 103 | 0.05% | 0.05% | 408 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 4,250 | 102 | 0.03% | 0.03% | 409 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Coastline Trust Co | History | Reduced | 4,003 | 96 | 0.01% | 0.01% | 410 | -372 | -8.5% | Q3 2026 | Oct 01, 2026 |
| CNB Bank | History | No change | 3,864 | 93 | 0.04% | 0.04% | 411 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,750 | 90 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NBH Bank | History | No change | 3,525 | 85 | 0.04% | 0.04% | 413 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 3,335 | 80 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Capital Management LLC | History | No change | 3,300 | 79 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Asset Dedication, LLC | History | No change | 3,248 | 78 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,175 | 76 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Napier Financial, LLC | History | No change | 2,869 | 69 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | No change | 2,733 | 66 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 2,152 | 51 | 0.02% | 0.02% | 420 | +23 | 1.08% | Q3 2026 | Oct 01, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 2,111 | 51 | 0.04% | 0.04% | 421 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,075 | 50 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 48 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | History | No change | 1,840 | 44 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Bridge, LLC | History | No change | 1,368 | 33 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,345 | 32 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JDM Financial Group LLC | History | No change | 1,362 | 32 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Miller Global Investments, LLC | History | Reduced | 1,240 | 29 | 0.02% | 0.03% | 428 | -380 | -23.46% | Q3 2026 | Oct 02, 2026 |
| EASTERN BANK | History | No change | 1,145 | 27 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Fairway Wealth LLC | History | No change | 1,155 | 27 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 1,022 | 24 | 0.02% | 0.02% | 431 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MOTCO | History | No change | 989 | 23 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 922 | 22 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 855 | 20 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 822 | 19 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Co / SC | History | No change | 800 | 19 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | No change | 715 | 17 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 671 | 16 | 0.0% | — | 438 | +671 | New | Q3 2026 | Oct 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 620 | 15 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 628 | 15 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First PREMIER Bank | History | No change | 315 | 8 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 103 | 3 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 137 | 3 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 90 | 2 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |