iSHARES TRUST - IBMO
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.
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 | 2,056,461 | 52,727 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,695,538 | 43,473 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rossmore Private Capital | History | No change | 1,443,221 | 37,004 | 2.99% | 2.99% | 3 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 732,003 | 18,768 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 652,820 | 16,738 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 555,766 | 14,249 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kathmere Capital Management, LLC | History | No change | 553,898 | 14,201 | 0.75% | 0.75% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 520,304 | 13,340 | 0.72% | 0.72% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 461,392 | 11,830 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 386,854 | 9,918 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hills Bank & Trust Co | History | No change | 378,134 | 9,695 | 0.41% | 0.41% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 367,257 | 9,416 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 331,427 | 8,497 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Covington Investment Advisors Inc. | History | No change | 324,415 | 8,318 | 1.07% | 1.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 312,081 | 8,001 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paradiem, LLC | History | No change | 294,149 | 7,542 | 1.63% | 1.63% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 273,821 | 7,020 | 0.26% | 0.26% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 269,719 | 6,915 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 246,532 | 6,321 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 244,402 | 6,266 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 215,592 | 5,527 | 0.1% | 0.1% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 214,675 | 5,504 | 0.34% | 0.34% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 201,206 | 5,158 | 0.24% | 0.24% | 23 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 198,055 | 5,078 | 0.88% | 0.88% | 24 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 192,529 | 4,936 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 182,111 | 4,672 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 175,525 | 4,500 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 174,672 | 4,478 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 149,069 | 3,822 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 135,041 | 3,462 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 127,207 | 3,261 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCoast Asset Management LLC | History | No change | 106,153 | 2,721 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 105,460 | 2,704 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 103,716 | 2,659 | 0.26% | 0.26% | 34 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 98,369 | 2,522 | 0.29% | 0.29% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 95,677 | 2,453 | 0.79% | 0.79% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 95,226 | 2,441 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 91,901 | 2,356 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atwater Malick LLC | History | No change | 90,163 | 2,311 | 0.5% | 0.5% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 76,943 | 1,972 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 76,419 | 1,959 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIA Advisory Group LLC | History | No change | 75,215 | 1,928 | 0.42% | 0.42% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 74,014 | 1,897 | 0.77% | 0.77% | 43 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 73,391 | 1,881 | 0.18% | 0.18% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 71,546 | 1,833 | 1.16% | 1.16% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 67,346 | 1,726 | 0.68% | 0.68% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 64,989 | 1,666 | 0.32% | 0.32% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 62,745 | 1,608 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 61,672 | 1,581 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 59,884 | 1,536 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 59,854 | 1,534 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | No change | 58,205 | 1,492 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 57,223 | 1,467 | 0.11% | 0.11% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 56,787 | 1,456 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisors, LLC | History | No change | 56,606 | 1,451 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glenview Trust Co | History | No change | 54,497 | 1,397 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 54,360 | 1,393 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 54,053 | 1,385 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lantz Financial LLC | History | No change | 52,703 | 1,351 | 0.25% | 0.25% | 59 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Evergreen Private Wealth LLC | History | No change | 52,079 | 1,335 | 0.49% | 0.49% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SPINNAKER TRUST | History | No change | 51,999 | 1,333 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | No change | 49,352 | 1,265 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 49,204 | 1,261 | 0.08% | 0.09% | 63 | -768 | -1.54% | Q3 2026 | Oct 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 48,925 | 1,254 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 48,501 | 1,243 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PSI Advisors, LLC | History | No change | 48,374 | 1,240 | 0.29% | 0.29% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| O'Domhnaill Enterprises, Inc. | History | No change | 47,124 | 1,208 | 0.97% | 0.97% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 46,448 | 1,190 | 1.28% | 1.28% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 46,398 | 1,189 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 46,282 | 1,186 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 43,148 | 1,106 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 41,188 | 1,056 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 41,021 | 1,051 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 40,500 | 1,038 | 0.56% | 0.56% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 38,606 | 989 | 0.4% | 0.4% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jacobi Capital Management LLC | History | No change | 36,400 | 933 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 35,940 | 921 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 35,835 | 918 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 35,800 | 917 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prism Advisors, Inc. | History | No change | 35,665 | 912 | 0.23% | 0.22% | 80 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Strid Group, LLC | History | No change | 35,064 | 899 | 0.1% | 0.1% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aspen Wealth Management LLC | History | No change | 34,731 | 890 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 32,664 | 837 | 0.7% | 0.7% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 32,030 | 821 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,700 | 812 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 31,158 | 799 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 30,368 | 778 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 30,099 | 771 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crews Bank & Trust | History | No change | 29,944 | 767 | 0.1% | 0.1% | 89 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 29,904 | 766 | 0.15% | 0.15% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cove Private Wealth, LLC | History | No change | 29,000 | 743 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Advisory Corp | History | No change | 27,877 | 714 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 27,449 | 703 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Modern Wealth Management, LLC | History | No change | 27,199 | 697 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 27,052 | 693 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Composition Wealth, LLC | History | No change | 25,670 | 658 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 24,807 | 636 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 24,722 | 633 | 0.12% | 0.12% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 10Elms LLP | History | No change | 24,594 | 630 | 0.27% | 0.27% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 23,035 | 590 | 0.12% | 0.12% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | No change | 22,903 | 587 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 22,873 | 585 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 22,655 | 580 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Foundry Financial Group, Inc. | History | No change | 22,141 | 567 | 0.25% | 0.25% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 21,994 | 564 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Curbstone Financial Management Corp | History | No change | 21,620 | 554 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 19,825 | 508 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 19,500 | 499 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 18,214 | 467 | 0.22% | 0.22% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 17,793 | 456 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BIP Wealth, LLC | History | No change | 17,615 | 451 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 16,894 | 433 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,887 | 407 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 15,801 | 405 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneAscent Financial Services LLC | History | No change | 15,810 | 405 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,255 | 390 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Atria Investments, Inc | History | No change | 14,911 | 382 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 14,397 | 369 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 14,425 | 369 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 14,305 | 366 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 13,655 | 350 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 13,465 | 345 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 13,229 | 339 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | No change | 12,956 | 332 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,745 | 301 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trust Co | History | No change | 11,754 | 301 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Creative Planning | History | No change | 11,563 | 296 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 11,550 | 296 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 11,544 | 295 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,893 | 279 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Family Offices, LLP | History | No change | 10,880 | 278 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 10,880 | 278 | 0.11% | 0.11% | 132 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 10,393 | 266 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 10,245 | 262 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Juno Financial Group LLC | History | No change | 10,238 | 262 | 0.09% | 0.09% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 10,000 | 256 | 0.11% | 0.11% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,827 | 251 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 9,802 | 251 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Baring Financial LLC | History | New | 9,747 | 249 | 0.13% | — | 140 | +9,747 | New | Q3 2026 | Oct 07, 2026 |
| FF Advisors,LLC | History | No change | 9,715 | 249 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARROW FINANCIAL CORP | History | No change | 9,451 | 242 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 9,416 | 241 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | No change | 9,312 | 238 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Archford Capital Strategies, LLC | History | No change | 9,228 | 236 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,161 | 234 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TPG Advisors LLC | History | No change | 9,094 | 233 | 0.13% | 0.13% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 9,034 | 231 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,988 | 230 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,918 | 228 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 8,755 | 224 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 8,520 | 218 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HORAN Wealth, LLC | History | No change | 8,453 | 216 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Diversify Advisory Services, LLC | History | No change | 8,322 | 213 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 8,322 | 213 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Peloton Wealth Strategists | History | No change | 8,000 | 205 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,450 | 165 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,159 | 157 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 5,214 | 133 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 5,000 | 128 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Key FInancial Inc | History | No change | 3,794 | 97 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,656 | 93 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Addison Advisors LLC | History | No change | 3,535 | 90 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 3,374 | 86 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,225 | 82 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,114 | 79 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 2,990 | 76 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 2,955 | 75 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,914 | 74 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NorthAvenue LLC | History | No change | 2,325 | 59 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| American Capital Advisory, LLC | History | No change | 2,221 | 56 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,059 | 52 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bullock Wealth Management Group | History | Added to | 2,008 | 51 | 0.02% | 0.02% | 172 | +12 | 0.6% | Q3 2026 | Oct 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,983 | 50 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastline Trust Co | History | No change | 1,918 | 49 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 1,015 | 26 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 965 | 24 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New Hampshire | History | No change | 905 | 23 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Allworth Financial LP | History | No change | 802 | 20 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 480 | 12 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 147 | 3 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caldwell Trust Co | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |