iSHARES TRUST - ICVT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 2,373,276 | 288,922 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 821,702 | 100,034 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1832 Asset Management L.P. | History | No change | 734,942 | 89,471 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 710,158 | 86,454 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMG National Trust Bank | History | No change | 574,642 | 69,956 | 1.43% | 1.43% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 491,494 | 59,834 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | No change | 444,077 | 54,061 | 0.52% | 0.52% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Alpha, LLC | History | No change | 403,189 | 49,089 | 1.2% | 1.2% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 383,882 | 46,733 | 0.33% | 0.33% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 362,461 | 44,126 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 334,411 | 40,711 | 0.77% | 0.77% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 324,969 | 39,560 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 282,239 | 34,359 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Howard Capital Management, LLC | History | No change | 281,042 | 34,214 | 0.41% | 0.41% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 258,837 | 31,510 | 1.52% | 1.52% | 15 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 213,666 | 25,813 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 199,640 | 24,304 | 4.32% | 4.32% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Certified Advisory Corp | History | No change | 192,216 | 23,400 | 1.89% | 1.89% | 18 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Allianz Asset Management GmbH | History | No change | 176,300 | 21,462 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cornerstone Planning Group LLC | History | No change | 180,323 | 21,009 | 2.65% | 2.65% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TME FINANCIAL, INC. | History | No change | 165,728 | 20,175 | 12.46% | 12.46% | 21 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Systelligence, LLC | History | No change | 165,710 | 20,173 | 3.37% | 3.37% | 22 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 150,291 | 18,296 | 1.02% | 1.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 177,077 | 18,024 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independence Financial Advisors, LLC | History | No change | 141,376 | 17,211 | 4.46% | 4.46% | 25 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | No change | 136,735 | 16,646 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 134,574 | 16,383 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 132,179 | 16,091 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AIRE ADVISORS, LLC | History | No change | 132,152 | 16,088 | 2.62% | 2.62% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CacheTech Inc. | History | No change | 132,084 | 16,079 | 2.6% | 2.6% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 126,255 | 15,370 | 1.53% | 1.53% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Adams Wealth Management | History | No change | 121,966 | 14,848 | 2.84% | 2.84% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 120,496 | 14,669 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 117,119 | 14,258 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 112,782 | 13,722 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 112,640 | 13,712 | 1.23% | 1.23% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCMORGAN & CO LLC | History | No change | 110,144 | 13,409 | 2.02% | 2.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Partners LLC | History | No change | 109,390 | 13,317 | 3.23% | 3.23% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advance Capital Management, Inc. | History | No change | 102,709 | 12,503 | 0.4% | 0.4% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McAdam, LLC | History | No change | 91,288 | 11,113 | 0.43% | 0.43% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 90,504 | 11,020 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 89,109 | 10,848 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 88,192 | 10,736 | 1.74% | 1.74% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 85,064 | 10,355 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 82,341 | 10,024 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 81,824 | 9,961 | 6.19% | 6.19% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 81,888 | 9,892 | 0.53% | 0.53% | 47 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| 360 Financial, Inc. | History | No change | 79,336 | 9,658 | 2.45% | 2.45% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 75,630 | 9,207 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 75,740 | 9,172 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 73,943 | 9,001 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 70,831 | 8,622 | 0.5% | 0.5% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 67,734 | 8,246 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 64,300 | 7,827 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Point Nemo Capital, LLC | History | No change | 64,066 | 7,799 | 3.95% | 3.95% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plan Group Financial, LLC | History | No change | 62,812 | 7,646 | 1.57% | 1.57% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambria Investment Management, L.P. | History | No change | 62,192 | 7,563 | 0.37% | 0.37% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 61,700 | 7,511 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 59,616 | 7,257 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 63,938 | 7,253 | 0.12% | 0.12% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 63,938 | 7,253 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 58,566 | 7,129 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 57,748 | 7,030 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 57,044 | 6,944 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 53,620 | 6,527 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 52,786 | 6,426 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 52,556 | 6,398 | 1.54% | 1.54% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Savvy Advisors, Inc. | History | No change | 51,407 | 6,258 | 0.13% | 0.13% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baron Financial Group, LLC | History | No change | 49,453 | 6,020 | 2.87% | 2.87% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | No change | 43,742 | 5,325 | 0.1% | 0.1% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 42,123 | 5,128 | 1.97% | 1.97% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 41,749 | 5,082 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 41,747 | 5,082 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 41,356 | 5,034 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 41,005 | 4,991 | 3.47% | 3.47% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 43,604 | 4,924 | 1.38% | 0.03% | 76 | +42,691 | 4675.9% | Q3 2026 | Oct 07, 2026 |
| Kroeger Financial Partners | History | No change | 39,803 | 4,845 | 4.68% | 4.68% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 39,737 | 4,837 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 41,229 | 4,656 | 0.49% | 0.52% | 79 | -461 | -1.11% | Q3 2026 | Oct 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 37,156 | 4,523 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Friedenthal Financial | History | No change | 35,970 | 4,378 | 2.02% | 2.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Merit Financial Group, LLC | History | No change | 35,831 | 4,362 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 36,756 | 4,334 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 35,314 | 4,299 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 33,460 | 4,073 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Florin Court Capital LLP | History | No change | 32,727 | 3,984 | 6.51% | 6.51% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 32,507 | 3,957 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Heartland Consultants, Inc. | History | No change | 32,403 | 3,944 | 0.26% | 0.26% | 88 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 31,204 | 3,798 | 0.6% | 0.6% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 31,130 | 3,789 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 30,593 | 3,724 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 30,547 | 3,718 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 30,037 | 3,656 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 28,354 | 3,451 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 25,561 | 3,111 | 1.39% | 1.39% | 95 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 23,232 | 2,828 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 22,485 | 2,737 | 0.58% | 0.58% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 22,479 | 2,736 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Simplicity Wealth,LLC | History | No change | 21,750 | 2,647 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quartz Partners, LLC | History | No change | 21,496 | 2,616 | 0.86% | 0.86% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Provident Wealth Management, LLC | History | No change | 20,673 | 2,516 | 0.65% | 0.65% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 20,429 | 2,487 | 0.96% | 0.96% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 20,000 | 2,434 | 1.49% | 1.49% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lido Advisors, LLC | History | No change | 19,707 | 2,399 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | No change | 19,263 | 2,345 | 0.53% | 0.53% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 18,859 | 2,295 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 17,537 | 2,134 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Synergy Asset Management, LLC | History | No change | 16,200 | 1,972 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 15,849 | 1,929 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IHT Wealth Management, LLC | History | No change | 15,513 | 1,888 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revisor Wealth Management LLC | History | No change | 15,051 | 1,832 | 0.44% | 0.44% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 15,010 | 1,827 | 0.18% | 0.18% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Verition Fund Management LLC | History | No change | 15,000 | 1,826 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,897 | 1,814 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 14,847 | 1,807 | 0.35% | 0.35% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SOFI WEALTH, LLC | History | No change | 14,733 | 1,793 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 14,700 | 1,789 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 14,696 | 1,789 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 14,382 | 1,744 | 0.38% | 0.38% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keystone Wealth Services, LLC | History | No change | 14,181 | 1,726 | 0.32% | 0.32% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 14,127 | 1,714 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 15,063 | 1,684 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 13,558 | 1,650 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 13,211 | 1,608 | 0.33% | 0.33% | 124 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Financial Private Client, LLC | History | No change | 13,149 | 1,600 | 0.43% | 0.43% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Windsor Capital Management, LLC | History | No change | 12,792 | 1,557 | 0.4% | 0.4% | 126 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 12,544 | 1,527 | 0.81% | 0.81% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Q3 Asset Management | History | No change | 12,433 | 1,513 | 0.28% | 0.28% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Wealth Management, LLC | History | No change | 11,986 | 1,459 | 0.67% | 0.67% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 11,936 | 1,453 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 12,722 | 1,436 | 0.87% | 0.92% | 131 | -245 | -1.89% | Q3 2026 | Oct 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 11,743 | 1,429 | 0.12% | 0.12% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archer Investment Corp | History | No change | 11,688 | 1,422 | 0.28% | 0.28% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 11,627 | 1,415 | 0.51% | 0.51% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AlTi Global, Inc. | History | No change | 11,532 | 1,403 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ascent Group, LLC | History | No change | 11,456 | 1,394 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidal Investments LLC | History | No change | 11,401 | 1,386 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 11,328 | 1,379 | 0.23% | 0.23% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 11,315 | 1,377 | 0.5% | 0.5% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 11,283 | 1,373 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 11,203 | 1,363 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 10,911 | 1,328 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 10,775 | 1,311 | 0.41% | 0.41% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Armor Investment Advisors, LLC | History | No change | 10,745 | 1,308 | 0.42% | 0.42% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 10,481 | 1,275 | 0.44% | 0.44% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Herold Advisors, Inc. | History | No change | 10,225 | 1,244 | 0.25% | 0.25% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisors Preferred, LLC | History | No change | 10,547 | 1,238 | 0.19% | 0.19% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 10,113 | 1,231 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 10,005 | 1,218 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSA Wealth Managment LLC | History | No change | 9,941 | 1,210 | 0.34% | 0.34% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| United Advisor Group, LLC | History | No change | 9,804 | 1,193 | 0.13% | 0.13% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 9,396 | 1,143 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 9,386 | 1,142 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Financial Network, Inc. | History | No change | 9,176 | 1,117 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Purpose Unlimited Inc. | History | No change | 9,463 | 1,116 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 9,125 | 1,110 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 9,119 | 1,110 | 0.32% | 0.32% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dedeker Financial LLC | History | No change | 9,070 | 1,104 | 0.63% | 0.63% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,000 | 1,095 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Millington Financial Advisors, LLC | History | No change | 9,568 | 1,088 | 0.43% | 0.43% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Blueprint, LLC | History | No change | 8,546 | 1,040 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Entelevest, LLC | History | No change | 8,519 | 1,037 | 0.89% | 0.89% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 8,439 | 1,027 | 0.11% | 0.11% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 8,443 | 1,027 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kestra Investment Management, LLC | History | No change | 8,049 | 979 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 8,041 | 978 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 8,035 | 978 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greenline Wealth Management LLC | History | No change | 8,032 | 977 | 0.8% | 0.8% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advus Financial Partners, LLC | History | No change | 8,030 | 977 | 0.28% | 0.28% | 169 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 8,555 | 972 | 0.21% | 0.21% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NorthRock Partners, LLC | History | No change | 7,933 | 965 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SWP FINANCIAL LLC | History | No change | 7,551 | 919 | 0.43% | 0.43% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investment Management Trust, LLC | History | No change | 7,464 | 908 | 0.81% | 0.81% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 7,438 | 905 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 7,387 | 899 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,318 | 890 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,300 | 888 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 7,292 | 887 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Kelly Financial Services LLC | History | No change | 7,271 | 885 | 0.19% | 0.19% | 179 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EWA, LLC | History | No change | 7,115 | 866 | 0.16% | 0.16% | 180 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 7,016 | 854 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,710 | 816 | 0.51% | 0.51% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,635 | 807 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 6,629 | 807 | 0.34% | 0.34% | 184 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Landing Point Financial Group, LLC | History | No change | 6,592 | 802 | 0.27% | 0.27% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 6,615 | 790 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,261 | 762 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPWM LLC | History | No change | 6,189 | 753 | 0.17% | 0.17% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 6,069 | 738 | 0.18% | 0.18% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 6,026 | 733 | 0.12% | 0.12% | 190 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 5,946 | 723 | 0.23% | 0.23% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Range Financial Group LLC | History | No change | 5,919 | 720 | 0.2% | 0.2% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valmark Advisers, Inc. | History | No change | 5,856 | 712 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,735 | 698 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stokes Family Office, LLC | History | No change | 5,555 | 676 | 0.08% | 0.08% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TBH Global Asset Management, LLC | History | No change | 5,438 | 662 | 0.12% | 0.12% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,366 | 653 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANE BROTHERS & CO INC | History | No change | 5,308 | 646 | 0.42% | 0.42% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ridgewood Investments LLC | History | Reduced | 5,670 | 640 | 0.24% | 0.34% | 199 | -1,797 | -24.07% | Q3 2026 | Oct 05, 2026 |
| Atlatl Advisers LLC | History | No change | 5,263 | 640 | 0.15% | 0.15% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 5,224 | 635 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SEEDS INVESTOR LLC | History | No change | 5,126 | 624 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centurion Wealth Management LLC | History | No change | 5,122 | 623 | 0.15% | 0.15% | 203 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 5,107 | 621 | 0.35% | 0.35% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 5,035 | 612 | 0.12% | 0.12% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,025 | 611 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SteelPeak Wealth, LLC | History | No change | 4,973 | 605 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,927 | 599 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,901 | 596 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trek Financial, LLC | History | No change | 4,896 | 596 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 4,856 | 591 | 0.39% | 0.39% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 4,823 | 587 | 0.2% | 0.2% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 4,805 | 584 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 4,791 | 583 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sigma Planning Corp | History | No change | 4,655 | 566 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 4,546 | 553 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 4,536 | 552 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassilly Financial Group LLC | History | Added to | 4,881 | 551 | 0.37% | 0.41% | 218 | +198 | 4.23% | Q3 2026 | Oct 07, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 4,465 | 543 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,416 | 537 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,415 | 537 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | No change | 4,401 | 535 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pflug Koory, LLC | History | No change | 4,400 | 535 | 0.21% | 0.21% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 4,264 | 519 | 0.25% | 0.25% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,243 | 516 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 4,190 | 510 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,155 | 506 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 4,118 | 501 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 4,099 | 499 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wealthfront Advisers LLC | History | No change | 4,076 | 496 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | No change | 4,028 | 490 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ancora Advisors LLC | History | No change | 3,941 | 479 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 3,920 | 477 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3,753 | 456 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 3,614 | 439 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 3,562 | 433 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 3,546 | 431 | 0.19% | 0.19% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creekside Partners | History | No change | 3,532 | 429 | 0.16% | 0.16% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Front Row Advisors LLC | History | No change | 3,597 | 415 | 0.12% | 0.12% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,323 | 404 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,276 | 398 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 3,252 | 395 | 0.16% | 0.16% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clark Asset Management, LLC | History | No change | 3,221 | 392 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,199 | 389 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,202 | 389 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,183 | 387 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 3,183 | 387 | 0.09% | 0.09% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 3,139 | 382 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 3,138 | 382 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Centennial Advisors, LLC | History | No change | 3,080 | 374 | 0.45% | 0.45% | 250 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 3,076 | 374 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 3,048 | 371 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GWN SECURITIES INC. | History | No change | 3,045 | 370 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 3,040 | 370 | 0.27% | 0.27% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,007 | 366 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Opus Financial Solutions LLC | History | No change | 2,982 | 363 | 0.29% | 0.29% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 2,970 | 361 | 0.21% | 0.21% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| City Center Advisors, LLC | History | No change | 2,912 | 354 | 0.29% | 0.29% | 258 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 2,968 | 348 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Partners Wealth | History | No change | 2,841 | 345 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | No change | 2,832 | 344 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 2,787 | 339 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,778 | 338 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 2,780 | 338 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | No change | 2,749 | 334 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balboa Wealth Partners | History | No change | 2,742 | 333 | 0.05% | 0.05% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,730 | 332 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 2,709 | 329 | 0.2% | 0.2% | 268 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sowell Financial Services LLC | History | No change | 2,703 | 329 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | No change | 2,688 | 327 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 2,694 | 327 | 0.12% | 0.12% | 271 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 2,661 | 323 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,621 | 319 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elevated Financial Group LLC | History | No change | 2,612 | 317 | 0.09% | 0.09% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prospera Financial Services Inc | History | No change | 2,598 | 316 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Csenge Advisory Group | History | No change | 2,600 | 316 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Frisch Financial Group, Inc. | History | No change | 2,582 | 314 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,535 | 308 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 2,428 | 295 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,407 | 293 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,387 | 290 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 2,376 | 289 | 0.1% | 0.1% | 282 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 2,535 | 287 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,345 | 285 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 2,347 | 285 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Town Capital LLC | History | No change | 2,295 | 279 | 0.18% | 0.18% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JB Capital LLC | History | No change | 2,293 | 279 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SigFig Wealth Management, LLC | History | New | 2,448 | 276 | 0.01% | — | 288 | +2,448 | New | Q3 2026 | Oct 07, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 2,262 | 275 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOS Asset Management, LLC | History | No change | 2,233 | 271 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sharkey, Howes & Javer | History | No change | 2,217 | 269 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Traub Capital Management LLC | History | No change | 2,177 | 265 | 0.24% | 0.24% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | No change | 2,156 | 262 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Map LLC | History | No change | 2,375 | 260 | 0.12% | 0.12% | 294 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 2,123 | 258 | 0.09% | 0.09% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WealthShield Partners, LLC | History | No change | 2,083 | 253 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 2,387 | 242 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Able Wealth Management LLC | History | No change | 1,994 | 242 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Plancorp, LLC | History | No change | 2,076 | 241 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 1,965 | 239 | 0.17% | 0.17% | 300 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |