iSHARES TRUST - IBDT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 9,526,329 | 240,539 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,532,094 | 139,685 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MORGAN STANLEY | History | No change | 4,818,723 | 121,672 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 4,224,505 | 106,668 | 0.29% | 0.29% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisors, LLC | History | No change | 3,890,204 | 98,227 | 1.29% | 1.29% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 3,771,658 | 95,234 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 3,572,252 | 90,199 | 1.33% | 1.33% | 7 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,315,601 | 83,718 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 3,174,609 | 80,158 | 1.06% | 1.06% | 9 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | No change | 2,896,388 | 73,133 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 1,821,559 | 45,994 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,718,025 | 43,381 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,675,867 | 42,316 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 1,666,571 | 42,080 | 2.61% | 2.61% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,624,267 | 41,012 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 1,520,952 | 38,404 | 2.98% | 2.98% | 16 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUMMITRY LLC | History | No change | 1,507,612 | 38,067 | 1.25% | 1.25% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,453,743 | 36,707 | 2.0% | 2.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 1,410,511 | 35,615 | 4.53% | 4.53% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kathmere Capital Management, LLC | History | No change | 1,388,753 | 35,066 | 1.85% | 1.85% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,336,901 | 33,756 | 1.65% | 1.65% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 1,309,506 | 33,065 | 1.19% | 1.19% | 22 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Klingman & Associates, LLC | History | No change | 1,294,887 | 32,695 | 1.39% | 1.39% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RVW Wealth, LLC | History | Reduced | 1,195,531 | 29,840 | 1.92% | 2.01% | 24 | -11,149 | -0.92% | Q3 2026 | Oct 06, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 1,090,554 | 27,536 | 1.03% | 1.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 1,089,727 | 27,515 | 0.3% | 0.3% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,073,212 | 27,098 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,070,569 | 27,031 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,067,372 | 26,951 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,000,332 | 25,258 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TABR Capital Management, LLC | History | No change | 946,636 | 23,902 | 20.37% | 20.37% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 939,140 | 23,713 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 850,687 | 21,479 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 803,638 | 20,291 | 1.8% | 1.8% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 778,356 | 19,653 | 0.18% | 0.18% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 771,072 | 19,469 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Asset Management, LLC | History | No change | 753,549 | 19,027 | 2.44% | 2.44% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REBALANCE, LLC | History | No change | 682,885 | 17,242 | 0.9% | 0.9% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BlackRock, Inc. | History | No change | 673,567 | 17,007 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 653,571 | 16,502 | 0.26% | 0.26% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SPINNAKER TRUST | History | No change | 639,228 | 16,140 | 0.78% | 0.78% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 612,638 | 15,469 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROW FINANCIAL CORP | History | No change | 591,506 | 14,935 | 1.34% | 1.34% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CENTRAL TRUST Co | History | No change | 583,112 | 14,723 | 0.27% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glenview Trust Co | History | No change | 576,746 | 14,562 | 0.2% | 0.2% | 45 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NOVEM GROUP | History | No change | 563,458 | 14,227 | 1.44% | 1.44% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strid Group, LLC | History | No change | 533,967 | 13,482 | 1.5% | 1.5% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 533,006 | 13,458 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 529,578 | 13,371 | 0.82% | 0.82% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 527,531 | 13,320 | 0.13% | 0.13% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Windsor Capital Management, LLC | History | No change | 516,289 | 13,036 | 3.39% | 3.39% | 51 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cornerstone Planning, LLC | History | No change | 512,899 | 12,950 | 3.0% | 3.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 511,450 | 12,914 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 509,515 | 12,865 | 0.3% | 0.3% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 507,886 | 12,824 | 0.44% | 0.44% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Peloton Wealth Strategists | History | No change | 411,188 | 10,382 | 3.84% | 3.84% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First International Bank of Israel Ltd. | History | No change | 402,000 | 10,150 | 2.77% | 2.77% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ironwood Financial, llc | History | No change | 400,157 | 10,055 | 1.57% | 1.57% | 58 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Northstar Group, Inc. | History | No change | 392,466 | 9,909 | 1.28% | 1.28% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 390,112 | 9,850 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 380,094 | 9,597 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Atria Investments, Inc | History | No change | 374,417 | 9,454 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 370,192 | 9,347 | 3.94% | 3.94% | 63 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 368,353 | 9,300 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 364,874 | 9,213 | 0.14% | 0.14% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 356,117 | 8,991 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 344,113 | 8,688 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 339,434 | 8,570 | 0.13% | 0.13% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| InvesTrust | History | No change | 332,478 | 8,395 | 3.23% | 3.23% | 69 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | No change | 327,611 | 8,272 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 320,900 | 8,102 | 4.82% | 4.82% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 305,532 | 7,714 | 3.34% | 3.34% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 303,282 | 7,657 | 0.14% | 0.14% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Composition Wealth, LLC | History | No change | 300,201 | 7,580 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 296,407 | 7,484 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 289,705 | 7,315 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 280,115 | 7,072 | 0.38% | 0.38% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 275,923 | 6,967 | 1.2% | 1.2% | 78 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 272,590 | 6,882 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 271,687 | 6,860 | 0.68% | 0.68% | 80 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 267,703 | 6,753 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guidance Point Advisors, LLC | History | No change | 266,941 | 6,740 | 1.42% | 1.42% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 263,379 | 6,650 | 0.38% | 0.38% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 262,251 | 6,621 | 1.83% | 1.83% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 261,971 | 6,614 | 2.13% | 2.13% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 260,871 | 6,586 | 0.45% | 0.45% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 252,775 | 6,382 | 0.97% | 0.97% | 87 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | No change | 249,890 | 6,309 | 3.14% | 3.14% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Heartland Bank & Trust Co | History | No change | 247,322 | 6,244 | 1.29% | 1.29% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cheviot Value Management, LLC | History | No change | 244,851 | 6,182 | 0.63% | 0.63% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 244,338 | 6,169 | 0.22% | 0.22% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 242,577 | 6,125 | 1.64% | 1.64% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 240,359 | 6,069 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 237,065 | 5,985 | 1.13% | 1.13% | 94 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 230,329 | 5,815 | 2.07% | 2.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 228,180 | 5,761 | 0.21% | 0.21% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 227,792 | 5,751 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 227,284 | 5,738 | 1.3% | 1.3% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wick Capital Partners, LLC | History | No change | 223,896 | 5,653 | 0.85% | 0.85% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 222,717 | 5,623 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 4Thought Financial Group Inc. | History | No change | 215,180 | 5,433 | 2.55% | 2.55% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 212,420 | 5,363 | 0.09% | 0.09% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 211,849 | 5,349 | 2.65% | 2.65% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Krilogy Financial LLC | History | No change | 207,145 | 5,230 | 0.15% | 0.15% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 202,966 | 5,124 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crews Bank & Trust | History | No change | 200,155 | 5,053 | 0.66% | 0.66% | 106 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 10Elms LLP | History | No change | 195,400 | 4,933 | 2.09% | 2.09% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 194,537 | 4,912 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONECO ADVISORS, LLC | History | No change | 190,785 | 4,817 | 0.29% | 0.29% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 190,309 | 4,805 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Cities Retirement Group LLC | History | No change | 188,280 | 4,754 | 4.07% | 4.07% | 111 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 186,556 | 4,686 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MEMBERS WEALTH LLC | History | No change | 184,119 | 4,648 | 2.55% | 2.55% | 113 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Centric Wealth Management | History | No change | 182,808 | 4,608 | 0.72% | 0.72% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sowell Financial Services LLC | History | No change | 182,120 | 4,598 | 0.15% | 0.15% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 181,149 | 4,574 | 0.44% | 0.44% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 179,022 | 4,520 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINTRA WEALTH, LLC | History | No change | 174,257 | 4,391 | 0.23% | 0.23% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 170,474 | 4,304 | 0.44% | 0.44% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 166,941 | 4,215 | 0.25% | 0.25% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 163,519 | 4,128 | 0.69% | 0.69% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Great Diamond Partners, LLC | History | No change | 161,987 | 4,090 | 0.7% | 0.7% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 160,134 | 4,043 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 160,511 | 4,036 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rossmore Private Capital | History | No change | 157,958 | 3,988 | 0.32% | 0.32% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 154,727 | 3,919 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Madden Advisory Services, Inc. | History | No change | 153,604 | 3,878 | 1.39% | 1.39% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Evergreen Private Wealth LLC | History | No change | 149,858 | 3,783 | 1.4% | 1.4% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 147,599 | 3,726 | 1.36% | 1.36% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Covington Investment Advisors Inc. | History | No change | 146,328 | 3,695 | 0.48% | 0.48% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 145,970 | 3,685 | 0.5% | 0.5% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 144,850 | 3,657 | 1.97% | 1.97% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 139,098 | 3,513 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 135,815 | 3,429 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MTM Investment Management, LLC | History | No change | 135,015 | 3,409 | 0.97% | 0.97% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Probity Advisors, Inc. | History | No change | 134,177 | 3,387 | 0.48% | 0.48% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 133,514 | 3,371 | 0.57% | 0.57% | 137 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stonebrook Private Inc. | History | No change | 132,496 | 3,345 | 0.61% | 0.61% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 129,186 | 3,261 | 0.52% | 0.52% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 127,958 | 3,230 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 127,084 | 3,208 | 2.33% | 2.33% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Roble, Belko & Company, Inc | History | No change | 124,054 | 3,132 | 0.34% | 0.34% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ADIRONDACK TRUST CO | History | No change | 123,112 | 3,108 | 0.93% | 0.93% | 143 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 122,422 | 3,091 | 0.22% | 0.22% | 144 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Breachway Investments LLC | History | No change | 119,341 | 3,013 | 4.54% | 4.54% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 117,988 | 2,979 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LifePlan Financial, LLC | History | No change | 114,917 | 2,901 | 2.03% | 2.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| High Note Wealth, LLC | History | No change | 113,937 | 2,876 | 0.49% | 0.49% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Venture Visionary Partners LLC | History | Added to | 114,863 | 2,866 | 0.07% | 0.08% | 149 | +92 | 0.08% | Q3 2026 | Oct 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 112,785 | 2,847 | 0.28% | 0.28% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 112,377 | 2,837 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marathon Mission, Inc. | History | Added to | 108,014 | 2,696 | 1.36% | 1.33% | 152 | +2,510 | 2.38% | Q3 2026 | Oct 01, 2026 |
| Weaver Consulting Group | History | Added to | 107,810 | 2,690 | 0.52% | 0.35% | 153 | +39,685 | 58.25% | Q3 2026 | Oct 07, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 106,267 | 2,683 | 0.13% | 0.13% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 103,611 | 2,616 | 0.7% | 0.7% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 101,833 | 2,571 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chesley Taft & Associates LLC | History | No change | 101,657 | 2,566 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 99,707 | 2,518 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 97,557 | 2,463 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FourThought Financial Partners, LLC | History | No change | 96,458 | 2,435 | 0.19% | 0.19% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 94,511 | 2,386 | 0.28% | 0.28% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 94,311 | 2,381 | 1.43% | 1.43% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COWA, LLC | History | No change | 94,287 | 2,380 | 0.6% | 0.6% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arcataur Capital Management LLC | History | No change | 93,655 | 2,364 | 0.59% | 0.59% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Segment Wealth Management, LLC | History | No change | 89,480 | 2,259 | 0.12% | 0.12% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 88,949 | 2,245 | 1.37% | 1.37% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fortis Capital Management LLC | History | No change | 87,159 | 2,200 | 0.25% | 0.25% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 86,646 | 2,187 | 0.11% | 0.11% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keeler Thomas Management LLC | History | No change | 86,624 | 2,187 | 0.78% | 0.78% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 86,292 | 2,178 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Advisors Network LLC | History | No change | 84,780 | 2,140 | 0.1% | 0.1% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hills Bank & Trust Co | History | No change | 82,444 | 2,081 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 80,005 | 2,020 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 78,946 | 1,993 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Foundation Wealth Management, LLC | History | No change | 78,232 | 1,975 | 1.17% | 1.17% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 77,898 | 1,966 | 0.92% | 0.92% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 77,792 | 1,964 | 1.08% | 1.08% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Foundry Financial Group, Inc. | History | No change | 76,597 | 1,934 | 0.84% | 0.84% | 178 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TFR Capital, LLC. | History | No change | 76,496 | 1,931 | 0.54% | 0.54% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | No change | 75,233 | 1,900 | 0.36% | 0.36% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 74,617 | 1,884 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 71,728 | 1,811 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 70,773 | 1,787 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Meiji Yasuda Life Insurance Co | History | No change | 70,000 | 1,767 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WRAPMANAGER INC | History | No change | 69,515 | 1,755 | 0.55% | 0.55% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Reliant Wealth Planning | History | No change | 69,355 | 1,751 | 0.48% | 0.48% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 69,017 | 1,742 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 66,756 | 1,685 | 0.32% | 0.32% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 66,048 | 1,667 | 0.15% | 0.15% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cove Private Wealth, LLC | History | No change | 66,000 | 1,666 | 0.32% | 0.32% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bullock Wealth Management Group | History | Added to | 63,651 | 1,584 | 0.66% | 0.66% | 191 | +2,935 | 4.83% | Q3 2026 | Oct 09, 2026 |
| Princeton Global Asset Management LLC | History | No change | 62,335 | 1,573 | 0.23% | 0.23% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bank of New York Mellon Corp | History | No change | 61,655 | 1,556 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cyr Financial Inc. | History | No change | 60,207 | 1,520 | 0.79% | 0.79% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advance Capital Management, Inc. | History | No change | 59,935 | 1,513 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 59,375 | 1,499 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 59,062 | 1,491 | 0.42% | 0.42% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | No change | 58,657 | 1,481 | 0.64% | 0.64% | 198 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 58,123 | 1,466 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Jefferson Bridge Capital, LLC | History | No change | 57,496 | 1,451 | 1.26% | 1.26% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mendota Financial Group, LLC | History | Added to | 57,273 | 1,429 | 0.89% | 0.89% | 201 | +628 | 1.11% | Q3 2026 | Oct 07, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 56,409 | 1,424 | 0.36% | 0.36% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Montecito Bank & Trust | History | Added to | 56,897 | 1,420 | 0.21% | 0.21% | 203 | +1,361 | 2.45% | Q3 2026 | Oct 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 56,790 | 1,417 | 0.01% | 0.01% | 204 | +1,301 | 2.34% | Q3 2026 | Oct 08, 2026 |
| Jacobi Capital Management LLC | History | No change | 56,027 | 1,414 | 0.07% | 0.07% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SMITH, MOORE & CO. | History | No change | 55,736 | 1,407 | 0.09% | 0.09% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 55,590 | 1,403 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 55,045 | 1,389 | 0.22% | 0.22% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 54,602 | 1,378 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Briggs Wealth Management, Inc | History | No change | 54,595 | 1,378 | 1.26% | 1.26% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 54,236 | 1,369 | 0.17% | 0.17% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | No change | 53,843 | 1,359 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 53,227 | 1,343 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 52,547 | 1,326 | 0.93% | 0.93% | 214 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 52,294 | 1,320 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| One Day In July LLC | History | No change | 51,786 | 1,307 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 50,118 | 1,265 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 50,100 | 1,265 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlTi Global, Inc. | History | No change | 49,825 | 1,258 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 49,199 | 1,242 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 49,213 | 1,242 | 0.22% | 0.22% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farmers National Bank | History | No change | 47,792 | 1,206 | 0.25% | 0.25% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archford Capital Strategies, LLC | History | No change | 47,731 | 1,205 | 0.12% | 0.12% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Neuberger Berman Group LLC | History | No change | 46,763 | 1,180 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 46,387 | 1,171 | 0.47% | 0.47% | 225 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 46,298 | 1,169 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESBANCO BANK INC | History | No change | 45,558 | 1,150 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CGN Advisors LLC | History | No change | 44,928 | 1,134 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Private Advisor Group, LLC | History | No change | 44,431 | 1,121 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 44,077 | 1,100 | 0.06% | 0.07% | 230 | -2,282 | -4.92% | Q3 2026 | Oct 09, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 43,846 | 1,094 | 0.18% | 0.17% | 232 | +1,775 | 4.22% | Q3 2026 | Oct 08, 2026 |
| Aspen Wealth Management LLC | History | No change | 43,335 | 1,094 | 0.19% | 0.19% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 39,943 | 1,008 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 39,500 | 997 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 39,357 | 993 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| XY Planning Network, Inc. | History | No change | 38,881 | 981 | 0.12% | 0.12% | 236 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 38,550 | 971 | 0.2% | 0.2% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MidFirst Bank | History | No change | 38,477 | 971 | 0.07% | 0.07% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 38,389 | 969 | 0.1% | 0.1% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 37,604 | 945 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 37,112 | 937 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 36,273 | 915 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balentine LLC | History | No change | 35,460 | 895 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 35,476 | 895 | 0.35% | 0.35% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 35,173 | 888 | 0.54% | 0.54% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 34,566 | 870 | 0.77% | 0.77% | 246 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CVA Family Office, LLC | History | No change | 33,960 | 857 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 33,924 | 856 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Partners, LLC | History | No change | 33,705 | 851 | 0.97% | 0.97% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 4J Wealth Management LLC | History | No change | 33,460 | 844 | 0.41% | 0.41% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 33,044 | 834 | 0.47% | 0.47% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prosperity Planning, Inc. | History | No change | 33,265 | 830 | 0.18% | 0.19% | 252 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 32,629 | 823 | 0.21% | 0.21% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 32,057 | 809 | 0.14% | 0.14% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Element Wealth, LLC | History | No change | 31,959 | 806 | 0.3% | 0.3% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schuylkill Financial LLC | History | No change | 31,069 | 784 | 0.72% | 0.72% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 31,021 | 783 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HORAN Wealth, LLC | History | No change | 30,863 | 779 | 0.1% | 0.1% | 258 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 30,298 | 765 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Autumn Glory Partners, LLC | History | No change | 29,977 | 756 | 0.21% | 0.21% | 260 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | No change | 29,903 | 755 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| StoneX Group Inc. | History | No change | 29,888 | 754 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 29,639 | 748 | 0.17% | 0.17% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Wealth Partners, LLC | History | No change | 29,661 | 748 | 0.11% | 0.11% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 29,634 | 748 | 0.31% | 0.31% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 29,061 | 733 | 0.18% | 0.18% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lee Financial Co | History | No change | 28,900 | 729 | 0.09% | 0.09% | 267 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 28,249 | 713 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stokes Family Office, LLC | History | No change | 27,165 | 685 | 0.08% | 0.08% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Straight Path Wealth Management | History | No change | 26,838 | 677 | 0.16% | 0.16% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 26,706 | 674 | 0.19% | 0.19% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 26,369 | 665 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,000 | 656 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 25,775 | 650 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curbstone Financial Management Corp | History | No change | 25,600 | 646 | 0.11% | 0.11% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 25,070 | 633 | 0.07% | 0.07% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 25,003 | 631 | 0.4% | 0.4% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 24,579 | 622 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 24,523 | 619 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TABLEAUX LLC | History | No change | 24,526 | 619 | 0.26% | 0.26% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 24,435 | 616 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 24,288 | 613 | 0.21% | 0.21% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Redwood Financial Network Corp | History | No change | 24,071 | 607 | 0.34% | 0.34% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 23,702 | 598 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Waverly Advisors, LLC | History | No change | 23,227 | 586 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST INTERSTATE BANK | History | No change | 22,940 | 579 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 22,965 | 579 | 0.33% | 0.33% | 287 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 22,250 | 561 | 0.12% | 0.12% | 288 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atwater Malick LLC | History | No change | 21,918 | 553 | 0.12% | 0.12% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| American Trust | History | No change | 21,548 | 544 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WJ Wealth Management, LLC | History | No change | 21,100 | 532 | 0.21% | 0.21% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 20,905 | 527 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 20,865 | 526 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 20,323 | 513 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 20,048 | 506 | 0.3% | 0.3% | 295 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gilbert & Cook, Inc. | History | No change | 19,460 | 491 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ellis Investment Partners, LLC | History | No change | 19,218 | 485 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 19,127 | 482 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Round Rock Advisors LLC | History | No change | 18,302 | 462 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 18,132 | 457 | 0.07% | 0.07% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ancora Advisors LLC | History | No change | 17,999 | 454 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 18,000 | 449 | 0.01% | 0.02% | 302 | -4,361 | -19.5% | Q3 2026 | Oct 08, 2026 |
| Indivisible Partners | History | No change | 17,705 | 447 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 17,628 | 445 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Robbins Farley | History | No change | 17,647 | 445 | 0.17% | 0.17% | 305 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 17,629 | 445 | 0.08% | 0.08% | 306 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 17,000 | 429 | 0.29% | 0.29% | 307 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Trust, LLC | History | No change | 16,986 | 428 | 0.06% | 0.06% | 308 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 16,967 | 423 | 0.1% | 0.12% | 309 | -997 | -5.55% | Q3 2026 | Oct 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 16,343 | 412 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Trail Advisors, LLC | History | No change | 16,350 | 412 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moors & Cabot, Inc. | History | No change | 16,261 | 410 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 16,139 | 407 | 0.19% | 0.19% | 313 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FF Advisors,LLC | History | No change | 16,011 | 404 | 0.15% | 0.15% | 314 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,940 | 402 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 15,838 | 399 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hurley Capital, LLC | History | No change | 15,707 | 396 | 0.21% | 0.21% | 317 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 15,516 | 391 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| American Money Management, LLC | History | No change | 15,046 | 379 | 0.05% | 0.05% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ledyard National Bank | History | No change | 14,923 | 376 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 14,578 | 368 | 0.06% | 0.06% | 321 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 13,819 | 348 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 13,693 | 345 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fortune Financial Group, Inc. | History | No change | 13,582 | 342 | 0.27% | 0.27% | 324 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 13,466 | 340 | 0.04% | 0.04% | 325 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 13,360 | 337 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 13,247 | 334 | 0.09% | 0.09% | 327 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trust Point Inc. | History | No change | 13,267 | 334 | 0.03% | 0.03% | 328 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cypress Wealth Services, LLC | History | No change | 13,171 | 332 | 0.04% | 0.04% | 329 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| XML Financial, LLC | History | No change | 13,168 | 332 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 13,139 | 331 | 0.14% | 0.14% | 331 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,077 | 330 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 13,095 | 330 | 0.02% | 0.02% | 333 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 13,054 | 329 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New Hampshire | History | Reduced | 13,150 | 328 | 0.07% | 0.07% | 335 | -250 | -1.87% | Q3 2026 | Oct 06, 2026 |
| Old Mission Investment Co LLC | History | No change | 12,973 | 327 | 0.07% | 0.07% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 12,846 | 324 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | Added to | 12,745 | 318 | 0.01% | 0.01% | 338 | +1,199 | 10.38% | Q3 2026 | Oct 08, 2026 |
| Farnam Financial LLC | History | No change | 12,532 | 316 | 0.23% | 0.23% | 339 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Advisory Corp | History | No change | 12,443 | 314 | 0.04% | 0.04% | 340 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NWAM LLC | History | No change | 12,276 | 309 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 12,266 | 309 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Black Swift Group, LLC | History | No change | 12,225 | 308 | 0.04% | 0.04% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ferguson Johnson Wealth Management Inc | History | No change | 12,210 | 308 | 0.22% | 0.22% | 344 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 11,901 | 300 | 0.13% | 0.13% | 345 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ProVise Management Group, LLC | History | No change | 11,820 | 298 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Berkshire Money Management, Inc. | History | No change | 11,687 | 295 | 0.03% | 0.03% | 347 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Journey Advisory Group, LLC | History | No change | 11,500 | 290 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sarver Vrooman Wealth Advisors | History | Reduced | 11,550 | 288 | 0.17% | 0.17% | 349 | -102 | -0.88% | Q3 2026 | Oct 01, 2026 |
| Rothschild Wealth LLC | History | No change | 11,390 | 287 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 11,200 | 282 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McGuire Investment Group, LLC | History | No change | 11,158 | 281 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11,100 | 280 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 10,790 | 272 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SEEDS INVESTOR LLC | History | No change | 10,502 | 265 | 0.03% | 0.03% | 355 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Wealth Services, LLC | History | No change | 10,402 | 262 | 0.05% | 0.05% | 356 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 10,300 | 260 | 0.1% | 0.1% | 357 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Carson Advisory Inc. | History | No change | 10,265 | 259 | 0.12% | 0.12% | 358 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Highland Financial Advisors, LLC | History | No change | 10,162 | 256 | 0.06% | 0.06% | 359 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,147 | 256 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 10,050 | 253 | 0.17% | 0.17% | 361 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Spire Wealth Management | History | No change | 9,593 | 242 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Betterment LLC | History | No change | 9,544 | 241 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 9,532 | 240 | 0.06% | 0.06% | 364 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 9,515 | 240 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 9,353 | 236 | 0.05% | 0.05% | 366 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vise Technologies, Inc. | History | No change | 9,198 | 232 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Scott Capital Advisors, LLC | History | No change | 9,117 | 230 | 0.04% | 0.04% | 368 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Community Financial Services Group, LLC | History | No change | 9,112 | 229 | 0.03% | 0.03% | 369 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 9,077 | 229 | 0.04% | 0.04% | 370 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aprio Wealth Management, LLC | History | No change | 9,080 | 229 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 9,000 | 227 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 9,040 | 227 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Csenge Advisory Group | History | No change | 8,973 | 226 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arnold Financial Planning LLC | History | No change | 8,910 | 224 | 0.17% | 0.17% | 375 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KPP Advisory Services LLC | History | No change | 8,870 | 223 | 0.03% | 0.03% | 376 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,777 | 221 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 8,776 | 221 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthspire Advisors, LLC | History | No change | 8,639 | 218 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | No change | 8,653 | 218 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 8,604 | 217 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 8,600 | 217 | 0.05% | 0.05% | 382 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 8,375 | 211 | 0.08% | 0.08% | 383 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 8,230 | 207 | 0.09% | 0.09% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 8,100 | 204 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 8,000 | 202 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,010 | 202 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | No change | 7,998 | 201 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bogart Wealth, LLC | History | No change | 7,980 | 201 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 7,876 | 198 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 7,523 | 189 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,170 | 155 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 6,000 | 151 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Align Financial, LLC | History | No change | 4,788 | 120 | 0.06% | 0.06% | 394 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 4,140 | 104 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 4,145 | 104 | 0.06% | 0.06% | 396 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CNB Bank | History | No change | 3,973 | 100 | 0.04% | 0.04% | 397 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,600 | 90 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NBH Bank | History | No change | 3,374 | 85 | 0.04% | 0.04% | 399 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 3,203 | 80 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trust Co | History | Added to | 3,194 | 79 | 0.01% | 0.01% | 401 | +519 | 19.4% | Q3 2026 | Oct 09, 2026 |
| BALLAST ADVISORS LLC | History | No change | 2,972 | 75 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | No change | 2,895 | 73 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hyposwiss Advisors SA | History | No change | 2,740 | 69 | 0.07% | 0.07% | 404 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset Dedication, LLC | History | No change | 2,656 | 67 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,690 | 67 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | History | No change | 2,687 | 67 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Front Row Advisors LLC | History | No change | 2,350 | 59 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastline Trust Co | History | Reduced | 2,266 | 56 | 0.01% | 0.01% | 409 | -299 | -11.66% | Q3 2026 | Oct 01, 2026 |
| United Community Bank | History | No change | 2,198 | 55 | 0.02% | 0.02% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 2,059 | 51 | 0.02% | 0.02% | 411 | +22 | 1.08% | Q3 2026 | Oct 01, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,000 | 50 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Miller Global Investments, LLC | History | No change | 1,995 | 49 | 0.04% | 0.04% | 413 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,910 | 48 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Bridge, LLC | History | No change | 1,900 | 47 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,608 | 40 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 1,513 | 38 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EASTERN BANK | History | No change | 1,325 | 33 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| JDM Financial Group LLC | History | No change | 1,303 | 32 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,165 | 29 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fairway Wealth LLC | History | No change | 1,100 | 27 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 974 | 24 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 865 | 21 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 804 | 20 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Co / SC | History | No change | 800 | 20 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | No change | 685 | 17 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venturi Wealth Management, LLC | History | No change | 658 | 16 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Biltmore Family Office, LLC | History | No change | 650 | 16 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 600 | 15 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 610 | 15 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 560 | 14 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 500 | 12 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First PREMIER Bank | History | No change | 302 | 8 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 269 | 6 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 121 | 3 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 135 | 3 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 131 | 3 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |