iSHARES TRUST - ICF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,137,543 | 144,562 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,635,981 | 112,817 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,461,529 | 98,843 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 780,062 | 52,755 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 763,220 | 51,616 | 0.53% | 0.53% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 689,531 | 46,632 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 606,966 | 41,049 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 580,359 | 39,270 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 483,292 | 32,684 | 0.1% | 0.1% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 476,297 | 32,211 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | No change | 447,284 | 30,249 | 0.44% | 0.44% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 430,799 | 29,134 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 371,340 | 25,113 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMG National Trust Bank | History | No change | 359,980 | 24,345 | 0.5% | 0.5% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 345,990 | 23,399 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 324,314 | 21,933 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 315,746 | 21,353 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 285,621 | 19,316 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 270,820 | 18,315 | 0.68% | 0.68% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 244,827 | 16,557 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 238,394 | 16,122 | 0.87% | 0.87% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisors, LLC | History | No change | 231,471 | 15,654 | 2.16% | 2.16% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 223,256 | 15,098 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 221,203 | 14,959 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 207,546 | 14,036 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brewster Financial Planning LLC | History | No change | 181,727 | 12,290 | 6.75% | 6.75% | 26 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 176,144 | 11,912 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 169,852 | 11,487 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 167,866 | 11,353 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 160,922 | 10,883 | 8.46% | 8.46% | 30 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 134,878 | 9,121 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 132,061 | 8,931 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HighTower Advisors, LLC | History | No change | 129,832 | 8,780 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 123,804 | 8,372 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 115,440 | 7,807 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Innova Wealth Partners | History | No change | 111,813 | 7,561 | 3.09% | 3.09% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 110,832 | 7,495 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AWM CAPITAL, LLC | History | No change | 110,638 | 7,482 | 0.6% | 0.6% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | No change | 106,920 | 7,231 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 106,208 | 7,182 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 98,879 | 6,687 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 94,676 | 6,402 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Garde Capital, Inc. | History | No change | 88,739 | 6,001 | 0.27% | 0.27% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 88,702 | 5,998 | 1.46% | 1.46% | 44 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHERN TRUST CORP | History | No change | 86,383 | 5,842 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management Group, Inc. | History | No change | 85,137 | 5,757 | 0.84% | 0.84% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 83,418 | 5,641 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 81,347 | 5,501 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Retirement, LLC | History | No change | 76,904 | 5,219 | 0.29% | 0.29% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 69,443 | 4,696 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 68,979 | 4,665 | 0.78% | 0.78% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 63,332 | 4,283 | 1.73% | 1.73% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 62,055 | 4,196 | 0.4% | 0.4% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 59,419 | 4,018 | 0.53% | 0.53% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 58,089 | 3,928 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 58,033 | 3,924 | 0.13% | 0.13% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | No change | 55,402 | 3,746 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 49,300 | 3,334 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 48,087 | 3,252 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 46,797 | 3,164 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 44,591 | 3,015 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 40,467 | 2,736 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 40,251 | 2,722 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | No change | 40,250 | 2,722 | 0.99% | 0.99% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 38,831 | 2,626 | 0.2% | 0.2% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 37,831 | 2,558 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 37,495 | 2,535 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 36,129 | 2,443 | 0.17% | 0.17% | 68 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 35,844 | 2,424 | 0.14% | 0.14% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PW Nova Financial Services LLC | History | No change | 35,134 | 2,376 | 0.51% | 0.51% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bleakley Financial Group, LLC | History | No change | 34,632 | 2,342 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 32,630 | 2,206 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 32,368 | 2,189 | 0.12% | 0.12% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 31,948 | 2,160 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 31,352 | 2,120 | 0.28% | 0.28% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 30,827 | 2,084 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 28,523 | 1,929 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 27,900 | 1,886 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | No change | 27,859 | 1,884 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 27,278 | 1,880 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 27,700 | 1,873 | 0.11% | 0.11% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 26,838 | 1,815 | 0.66% | 0.66% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 26,339 | 1,781 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 25,499 | 1,724 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 24,047 | 1,640 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 24,166 | 1,635 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFAM, LLC | History | No change | 23,852 | 1,613 | 1.32% | 1.32% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 23,344 | 1,578 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Private Advisor Group, LLC | History | No change | 22,586 | 1,527 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisors, LLC | History | No change | 22,417 | 1,516 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| jvl associates llc | History | No change | 21,796 | 1,474 | 0.42% | 0.42% | 91 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BAILARD, INC. | History | No change | 21,590 | 1,460 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | No change | 21,346 | 1,443 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 21,093 | 1,426 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 20,925 | 1,415 | 0.5% | 0.5% | 95 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 20,634 | 1,395 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 20,324 | 1,374 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,972 | 1,351 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 19,750 | 1,335 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 19,709 | 1,332 | 0.51% | 0.51% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 19,068 | 1,289 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 18,778 | 1,270 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 18,265 | 1,265 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 18,475 | 1,249 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 18,129 | 1,226 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 17,139 | 1,159 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 17,018 | 1,150 | 0.32% | 0.32% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 17,004 | 1,149 | 0.28% | 0.28% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,841 | 1,139 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 16,757 | 1,133 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 16,308 | 1,102 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HB Wealth Management, LLC | History | No change | 16,092 | 1,088 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 15,854 | 1,072 | 0.26% | 0.26% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Greenspring Advisors, LLC | History | No change | 15,730 | 1,063 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 15,609 | 1,055 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 15,409 | 1,042 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 15,130 | 1,023 | 0.33% | 0.33% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evanson Financial, LLC | History | No change | 14,507 | 981 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 14,412 | 974 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Audent Global Asset Management, LLC | History | No change | 14,346 | 970 | 1.08% | 1.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dakota Wealth Management | History | No change | 14,240 | 963 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meramec Financial Planners, LLC | History | No change | 13,657 | 955 | 0.35% | 0.35% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,111 | 954 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 13,927 | 941 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 13,825 | 934 | 0.27% | 0.27% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 13,610 | 920 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modera Wealth Management, LLC | History | No change | 13,587 | 918 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Family Office Research LLC | History | No change | 13,569 | 917 | 0.34% | 0.34% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VERITY Wealth Advisors | History | No change | 13,323 | 901 | 0.54% | 0.54% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| James J. Burns & Company, LLC | History | No change | 13,333 | 901 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BTC Capital Management, Inc. | History | No change | 13,308 | 900 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Intergy Private Wealth, LLC | History | No change | 12,470 | 843 | 0.19% | 0.19% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 12,312 | 832 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,290 | 831 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 12,084 | 817 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,416 | 772 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 11,400 | 771 | 0.36% | 0.36% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fund Evaluation Group, LLC | History | No change | 11,127 | 752 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizons Wealth Management | History | New | 11,813 | 743 | 0.46% | — | 139 | +11,813 | New | Q3 2026 | Oct 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,981 | 742 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 10,845 | 733 | 0.51% | 0.51% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 10,736 | 726 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 10,495 | 709 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Advisors Network LLC | History | No change | 10,241 | 692 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 9,892 | 669 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 9,720 | 657 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,562 | 646 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glenview Trust Co | History | No change | 9,318 | 630 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 9,000 | 608 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vanguard National Trust Co | History | No change | 9,000 | 608 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 8,966 | 606 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Capital Management, LLC | History | No change | 9,805 | 606 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 8,904 | 605 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Fairway Wealth LLC | History | No change | 8,884 | 600 | 0.14% | 0.14% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MCF Advisors LLC | History | No change | 8,604 | 581 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 8,568 | 579 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 8,482 | 573 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 8,482 | 573 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,417 | 569 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,267 | 559 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 8,024 | 542 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SJS Investment Consulting Inc. | History | No change | 8,000 | 541 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 7,814 | 528 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prostatis Group LLC | History | No change | 7,795 | 527 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 7,716 | 521 | 0.28% | 0.28% | 165 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 7,541 | 509 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMMERCE BANK | History | No change | 7,538 | 509 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF STOCKTON | History | No change | 7,368 | 498 | 0.14% | 0.14% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversify Advisory Services, LLC | History | No change | 7,100 | 496 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 7,100 | 496 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 7,210 | 487 | 0.08% | 0.08% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HSBC HOLDINGS PLC | History | No change | 7,180 | 485 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 7,178 | 485 | 0.15% | 0.15% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Financial Group LLC | History | No change | 7,120 | 481 | 0.13% | 0.13% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 6,897 | 466 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oak Wealth Advisors LLC | History | No change | 6,879 | 465 | 0.22% | 0.22% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 6,847 | 463 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 6,850 | 463 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 6,659 | 450 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 6,576 | 444 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Performance Wealth Partners, LLC | History | No change | 6,438 | 435 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 6,400 | 432 | 0.3% | 0.3% | 182 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| American Wealth Advisors, LLC | History | No change | 6,399 | 432 | 0.41% | 0.41% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Investment Services, Inc. | History | No change | 6,384 | 431 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 6,369 | 430 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 6,286 | 425 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GWN SECURITIES INC. | History | No change | 6,275 | 424 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 6,205 | 419 | 0.33% | 0.33% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6,118 | 413 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Waldron Private Wealth LLC | History | No change | 6,048 | 409 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mosley Wealth Management | History | No change | 5,771 | 390 | 0.12% | 0.12% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 5,731 | 387 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,704 | 385 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,600 | 378 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,593 | 378 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| American Trust | History | No change | 5,471 | 370 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,397 | 365 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 5,334 | 360 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CENTRAL TRUST Co | History | No change | 4,949 | 334 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NICOLET BANKSHARES INC | History | No change | 4,942 | 334 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 4,920 | 332 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 4,892 | 330 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,848 | 327 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 4,839 | 327 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,834 | 326 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Capital Group | History | No change | 4,812 | 325 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| 1ST SOURCE BANK | History | No change | 4,724 | 319 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bedminster, LLC | History | No change | 4,693 | 317 | 0.27% | 0.27% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,672 | 316 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 4,600 | 311 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 4,611 | 311 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 4,558 | 308 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 4,962 | 307 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellis Investment Partners, LLC | History | No change | 4,521 | 305 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 4,444 | 300 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linscomb Wealth, Inc. | History | No change | 4,410 | 298 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Courage Miller Partners, LLC | History | No change | 4,421 | 298 | 0.08% | 0.08% | 217 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Opulen Financial Group LLC | History | No change | 4,384 | 296 | 0.19% | 0.19% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 4,247 | 287 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,237 | 286 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jordan Park Group LLC | History | No change | 4,140 | 279 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 4,120 | 278 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waterloo Capital, L.P. | History | No change | 4,120 | 278 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | No change | 3,984 | 269 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 3,942 | 266 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAINLINE FINANCIAL PARTNERS, LLC | History | No change | 3,946 | 266 | 0.25% | 0.25% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 3,910 | 264 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 3,916 | 264 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sage Capital Advisors,llc | History | No change | 3,900 | 263 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CHOREO, LLC | History | No change | 3,848 | 260 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Midwest Trust Co | History | No change | 3,851 | 260 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,817 | 258 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,823 | 258 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 3,800 | 256 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 3,800 | 256 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 3,772 | 255 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 3,730 | 252 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Portfolios, Inc. | History | No change | 3,731 | 252 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 3,720 | 251 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 3,674 | 248 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 3,627 | 245 | 0.09% | 0.09% | 241 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | No change | 3,594 | 243 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Evercore Wealth Management, LLC | History | No change | 3,401 | 230 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 3,400 | 229 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 3,400 | 229 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 3,350 | 226 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 3,307 | 223 | 0.22% | 0.22% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Briggs Wealth Management, Inc | History | No change | 3,296 | 222 | 0.2% | 0.2% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orin Green Financial, LLC | History | No change | 3,276 | 221 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Net Worth Advisory Group | History | No change | 3,228 | 218 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,209 | 217 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Advisors, Inc. | History | No change | 3,200 | 216 | 0.05% | 0.05% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 3,166 | 214 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 3,171 | 214 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Westshore Wealth, LLC | History | No change | 3,174 | 214 | 0.07% | 0.07% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,123 | 211 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Klingman & Associates, LLC | History | No change | 3,120 | 211 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bison Wealth, LLC | History | No change | 3,116 | 211 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Note Advisors, LLC | History | No change | 3,079 | 208 | 0.09% | 0.09% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 3,072 | 207 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3,070 | 207 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 3,046 | 206 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Partners in Financial Planning | History | No change | 3,046 | 206 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,026 | 204 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,021 | 204 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transcendent Capital Group LLC | History | No change | 3,003 | 203 | 0.08% | 0.08% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,873 | 194 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,826 | 191 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 2,775 | 187 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,730 | 184 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 2,499 | 169 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2,501 | 169 | 0.09% | 0.09% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 2,369 | 160 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,200 | 148 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,062 | 139 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,014 | 136 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,000 | 135 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,805 | 122 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,738 | 117 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| S.A. Mason LLC | History | No change | 1,658 | 112 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,636 | 110 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 1,826 | 108 | 0.09% | 0.09% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,592 | 107 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cordant, Inc. | History | No change | 1,553 | 105 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BESSEMER GROUP INC | History | No change | 1,500 | 102 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DT Investment Partners, LLC | History | No change | 1,500 | 101 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,456 | 98 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlackRock, Inc. | History | No change | 1,452 | 98 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,400 | 94 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,400 | 94 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CVA Family Office, LLC | History | No change | 1,357 | 91 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NBT BANK, N.A. | History | No change | 1,335 | 90 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 1,282 | 86 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,234 | 85 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 1,200 | 84 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,185 | 80 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,159 | 80 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New Hampshire | History | No change | 1,150 | 77 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,098 | 74 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | No change | 1,082 | 73 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |