iSHARES TRUST - IDEV
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 | 51,849,271 | 4,615,103 | 0.3% | 0.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 27,205,486 | 2,421,560 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 18,754,418 | 1,669,330 | 0.98% | 0.98% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,680,588 | 1,662,759 | 0.82% | 0.82% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 14,125,260 | 1,257,289 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 12,986,639 | 1,155,942 | 1.02% | 1.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 12,759,885 | 1,145,917 | 0.23% | 0.23% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF KOREA | History | No change | 11,259,397 | 1,002,198 | 25.79% | 25.79% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 6,375,948 | 567,523 | 0.69% | 0.69% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,733,645 | 510,351 | 0.12% | 0.12% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITIGROUP INC | History | No change | 4,999,266 | 444,984 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,813,450 | 427,097 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,004,183 | 356,405 | 3.02% | 3.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 3,721,879 | 331,284 | 0.34% | 0.34% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | No change | 3,627,322 | 322,867 | 3.54% | 3.54% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 3,499,288 | 311,706 | 0.92% | 0.92% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 3,295,103 | 293,297 | 0.27% | 0.27% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 3,082,892 | 274,408 | 6.29% | 6.29% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jupiter Topco LLC | History | No change | 2,758,894 | 245,569 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auto-Owners Insurance Co | History | No change | 2,412,000 | 214,655 | 4.85% | 4.85% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BESSEMER GROUP INC | History | No change | 2,283,070 | 203,215 | 0.28% | 0.28% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of Finland | History | Reduced | 2,258,855 | 202,122 | 14.64% | 19.05% | 22 | -1,043,579 | -31.6% | Q3 2026 | Oct 07, 2026 |
| MCF Advisors LLC | History | No change | 2,228,297 | 198,340 | 7.09% | 7.09% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,088,837 | 185,927 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,064,106 | 183,726 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,867,431 | 166,220 | 0.99% | 0.99% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 1,767,038 | 157,284 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,648,519 | 146,734 | 1.39% | 1.39% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 1,640,074 | 145,983 | 0.25% | 0.25% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,604,510 | 142,817 | 0.63% | 0.63% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,563,907 | 139,203 | 1.4% | 1.4% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,502,478 | 133,735 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,377,805 | 122,638 | 13.59% | 13.59% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 1,286,823 | 114,540 | 4.15% | 4.15% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 1,282,419 | 114,148 | 1.82% | 1.82% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Empowered Funds, LLC | History | No change | 1,275,964 | 113,573 | 0.6% | 0.6% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 1,106,955 | 98,530 | 6.97% | 6.97% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 979,686 | 87,201 | 0.4% | 0.4% | 38 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Main Management ETF Advisors, LLC | History | No change | 971,458 | 86,469 | 2.62% | 2.62% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 946,087 | 84,210 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 919,494 | 81,845 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 830,678 | 73,938 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Foster Group, Inc. | History | No change | 789,394 | 70,263 | 1.87% | 1.87% | 43 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealthspire Retirement, LLC | History | No change | 777,307 | 69,698 | 3.82% | 3.82% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 690,319 | 61,445 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 672,551 | 59,863 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 665,118 | 59,202 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 664,418 | 59,139 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 661,655 | 58,893 | 7.76% | 7.76% | 49 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 661,030 | 58,838 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Starr Indemnity & Liability Co | History | No change | 606,060 | 53,945 | 14.31% | 14.31% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 602,848 | 53,659 | 8.6% | 8.6% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ARROW FINANCIAL CORP | History | No change | 567,490 | 50,512 | 4.52% | 4.52% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ESL Trust Services, LLC | History | No change | 564,751 | 50,268 | 8.57% | 8.57% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 559,664 | 49,815 | 2.95% | 2.95% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 536,680 | 47,769 | 0.58% | 0.58% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 515,938 | 45,923 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rock Creek Group LLC | History | No change | 513,785 | 45,732 | 4.6% | 4.6% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 493,443 | 43,925 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Standpoint Asset Management, LLC | History | No change | 472,600 | 42,066 | 8.82% | 8.82% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 459,425 | 41,109 | 1.65% | 0.04% | 61 | +449,237 | 4409.47% | Q3 2026 | Oct 08, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 445,140 | 39,621 | 4.59% | 4.59% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veery Capital, LLC | History | Added to | 440,132 | 39,383 | 10.49% | 10.37% | 63 | +6,395 | 1.47% | Q3 2026 | Oct 07, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 438,997 | 39,075 | 4.04% | 4.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hi-Line Capital Management, LLC | History | No change | 419,487 | 37,338 | 10.5% | 10.5% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AAF Wealth Management, LLC | History | No change | 408,779 | 36,385 | 13.42% | 13.42% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DDFG, Inc | History | No change | 404,354 | 35,991 | 7.15% | 7.15% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 400,802 | 35,675 | 6.91% | 6.91% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 388,432 | 34,574 | 0.5% | 0.5% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 387,981 | 34,534 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| C V STARR & CO INC | History | No change | 378,787 | 33,715 | 18.0% | 18.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 374,293 | 33,315 | 0.6% | 0.6% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 367,270 | 32,690 | 5.32% | 5.32% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| World Investment Advisors | History | No change | 366,579 | 30,639 | 0.51% | 0.51% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BSW Wealth Partners | History | No change | 336,665 | 29,966 | 3.33% | 3.33% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sterling Capital Management LLC | History | No change | 325,273 | 28,952 | 0.49% | 0.49% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MBL Wealth, LLC | History | No change | 312,873 | 27,848 | 1.9% | 1.9% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 306,418 | 27,274 | 5.29% | 5.29% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 302,361 | 26,913 | 0.4% | 0.4% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nearwater Capital Markets, Ltd | History | No change | 300,000 | 26,703 | 0.46% | 0.46% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 298,584 | 26,576 | 0.32% | 0.32% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Management Systems Inc. | History | No change | 290,113 | 25,822 | 5.29% | 5.29% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 288,994 | 25,723 | 8.6% | 8.6% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 288,552 | 25,684 | 0.32% | 0.32% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 285,883 | 25,446 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 284,074 | 25,285 | 1.3% | 1.3% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AdvisorNet Financial, Inc | History | No change | 277,046 | 24,659 | 1.13% | 1.13% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aerodigm Wealth, LLC | History | No change | 274,303 | 24,415 | 8.25% | 8.25% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mueller Wealth, LLC | History | No change | 270,659 | 24,091 | 16.4% | 16.4% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | No change | 268,737 | 23,920 | 0.11% | 0.11% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 267,531 | 23,812 | 4.12% | 4.12% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ABLE Financial Group, LLC | History | No change | 264,255 | 23,521 | 3.95% | 3.95% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Advisors Network, Inc. | History | No change | 259,897 | 23,133 | 2.84% | 2.84% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 258,286 | 22,990 | 3.03% | 3.03% | 94 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Convergence Financial, LLC | History | No change | 253,880 | 22,597 | 1.8% | 1.8% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 247,915 | 22,004 | 6.02% | 6.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 245,035 | 21,810 | 4.09% | 4.09% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbus Macro, LLC | History | No change | 242,353 | 21,571 | 2.1% | 2.1% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vision Capital Management, Inc. | History | No change | 238,266 | 21,208 | 2.42% | 2.42% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 237,146 | 21,108 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 236,893 | 21,085 | 0.82% | 0.82% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 231,229 | 20,563 | 0.74% | 0.74% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 227,080 | 20,212 | 1.79% | 1.79% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 221,366 | 19,703 | 1.64% | 1.64% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 213,098 | 18,967 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 212,751 | 18,936 | 0.18% | 0.18% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Missouri Trust & Investment Co | History | No change | 199,952 | 18,093 | 4.92% | 4.92% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squire Investment Management Company, LLC | History | No change | 201,400 | 17,926 | 4.32% | 4.32% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 197,866 | 17,605 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crane Advisory, LLC | History | No change | 193,146 | 17,261 | 2.48% | 2.48% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | No change | 193,001 | 17,179 | 0.1% | 0.1% | 111 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Peirce Capital Management, LLC | History | No change | 189,919 | 16,904 | 6.2% | 6.2% | 112 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 188,992 | 16,822 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 183,269 | 16,312 | 0.2% | 0.2% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspirean Wealth, LLC | History | No change | 179,490 | 15,976 | 14.85% | 14.85% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aurdan Capital Management, LLC | History | No change | 175,969 | 15,662 | 3.97% | 3.97% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 173,530 | 15,445 | 8.87% | 8.87% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FDx Advisors, Inc. | History | No change | 171,645 | 15,278 | 4.61% | 4.61% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Oak Root LLC | History | No change | 171,318 | 15,249 | 1.68% | 1.68% | 119 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COURIER CAPITAL LLC | History | No change | 171,049 | 15,225 | 0.76% | 0.76% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 168,393 | 14,988 | 6.49% | 6.49% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Friday Financial | History | No change | 167,276 | 14,956 | 4.0% | 4.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthquest Corp | History | No change | 166,308 | 14,803 | 0.93% | 0.93% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 166,147 | 14,788 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 163,313 | 14,536 | 0.11% | 0.11% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 162,670 | 14,479 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Heritage Investment Group, Inc. | History | No change | 162,064 | 14,425 | 1.94% | 1.94% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 160,305 | 14,268 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 154,642 | 13,764 | 0.51% | 0.51% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Solstein Capital, LLC | History | No change | 151,954 | 13,525 | 4.63% | 4.63% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alliance Private Wealth, LLC | History | No change | 151,550 | 13,489 | 4.69% | 4.69% | 131 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| True North Advisors, LLC | History | No change | 146,012 | 12,996 | 1.24% | 1.24% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 145,148 | 12,987 | 5.21% | 5.05% | 133 | +10,274 | 7.62% | Q3 2026 | Oct 08, 2026 |
| Cerity Partners OCIO LLC | History | No change | 143,247 | 12,750 | 0.65% | 0.65% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tenzing Financial LLC | History | No change | 140,394 | 12,700 | 8.72% | 8.72% | 135 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 142,445 | 12,679 | 3.89% | 3.89% | 136 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 141,161 | 12,564 | 1.44% | 1.44% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 140,588 | 12,513 | 1.02% | 1.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LTS Liquid Investments LLC | History | No change | 137,075 | 12,201 | 6.53% | 6.53% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 135,939 | 12,099 | 1.51% | 1.51% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 134,086 | 11,934 | 1.8% | 1.8% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 132,087 | 11,757 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Management, Inc. | History | No change | 129,318 | 11,510 | 9.44% | 9.44% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 128,339 | 11,483 | 1.33% | 1.37% | 144 | -1,846 | -1.42% | Q3 2026 | Oct 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 128,897 | 11,473 | 0.18% | 0.18% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 128,558 | 11,442 | 2.56% | 2.56% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prism Planning Partners LLC | History | No change | 127,728 | 11,369 | 12.03% | 12.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 126,402 | 11,251 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 125,381 | 11,160 | 0.35% | 0.35% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 125,113 | 11,136 | 0.17% | 0.17% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Range Advisory, LLC | History | No change | 124,419 | 11,074 | 1.32% | 1.32% | 151 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JGP Wealth Management, LLC | History | No change | 122,942 | 10,943 | 0.98% | 0.98% | 152 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 122,934 | 10,942 | 0.4% | 0.4% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 120,841 | 10,755 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 119,639 | 10,649 | 0.62% | 0.62% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 118,333 | 10,605 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 117,827 | 10,487 | 0.17% | 0.17% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova R Wealth, Inc. | History | No change | 117,014 | 10,415 | 3.04% | 3.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| National Wealth Management Group, LLC | History | No change | 116,723 | 10,389 | 3.21% | 3.21% | 159 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ASPIRIANT, LLC | History | No change | 116,285 | 10,350 | 0.26% | 0.26% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Causey Wealth LLC | History | No change | 110,998 | 9,879 | 3.86% | 3.86% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Private Trust Co. | History | No change | 110,211 | 9,861 | 0.54% | 0.54% | 162 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Steele Capital Management, Inc. | History | No change | 109,178 | 9,717 | 0.36% | 0.36% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 106,593 | 9,487 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 103,095 | 9,196 | 4.36% | 4.36% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Nolet Wealth Management, LLC | History | No change | 100,895 | 8,980 | 4.96% | 4.96% | 166 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 99,366 | 8,844 | 0.16% | 0.16% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBA Advisors LLC | History | No change | 98,981 | 8,810 | 2.97% | 2.97% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 98,449 | 8,762 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Simplicity Wealth,LLC | History | No change | 97,096 | 8,642 | 0.29% | 0.29% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 96,323 | 8,573 | 0.41% | 0.41% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wedmont Private Capital | History | No change | 95,637 | 8,570 | 0.24% | 0.24% | 172 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 95,404 | 8,491 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 94,723 | 8,431 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 93,948 | 8,362 | 3.86% | 3.86% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beckerman Institutional, LLC | History | No change | 91,459 | 8,140 | 3.87% | 3.87% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 91,347 | 8,130 | 5.43% | 5.43% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Wealth Partners, LLC | History | No change | 91,321 | 8,128 | 1.16% | 1.16% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 89,352 | 7,953 | 0.13% | 0.13% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| David J Yvars Group | History | No change | 85,913 | 7,647 | 3.61% | 3.61% | 180 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 85,711 | 7,629 | 3.15% | 3.15% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 85,238 | 7,587 | 0.44% | 0.44% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ALPS ADVISORS INC | History | No change | 84,580 | 7,528 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Worth Asset Management, LLC | History | New | 83,575 | 7,478 | 2.18% | — | 184 | +83,575 | New | Q3 2026 | Oct 07, 2026 |
| DRAVO BAY LLC | History | No change | 83,023 | 7,389 | 2.56% | 2.56% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 82,655 | 7,357 | 0.15% | 0.15% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 82,237 | 7,319 | 4.35% | 4.35% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 80,503 | 7,165 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 80,187 | 7,137 | 2.84% | 2.84% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 80,021 | 7,122 | 4.08% | 4.08% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 80,004 | 7,121 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 78,323 | 6,971 | 1.27% | 1.27% | 192 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 78,178 | 6,958 | 0.47% | 0.47% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Red Wave Investments LLC | History | No change | 76,232 | 6,785 | 1.72% | 1.72% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 75,431 | 6,714 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 74,064 | 6,592 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 73,605 | 6,551 | 2.55% | 2.55% | 197 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HBE Wealth Management, LLC | History | No change | 73,346 | 6,528 | 4.69% | 4.69% | 198 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Midwest Trust Co | History | No change | 73,282 | 6,522 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 71,895 | 6,433 | 4.16% | 3.86% | 200 | +6,335 | 9.66% | Q3 2026 | Oct 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 71,875 | 6,397 | 0.14% | 0.14% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equity Wealth Partners, LLC | History | No change | 68,749 | 6,119 | 2.2% | 2.2% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tanager Wealth Management LLP | History | No change | 68,555 | 6,102 | 0.53% | 0.53% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 67,293 | 5,989 | 0.18% | 0.18% | 204 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 67,025 | 5,966 | 0.25% | 0.25% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 65,649 | 5,843 | 3.14% | 3.14% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 64,329 | 5,725 | 2.39% | 2.39% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 64,235 | 5,717 | 3.27% | 3.27% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 64,228 | 5,716 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 63,678 | 5,668 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cosner Financial Group, LLC | History | No change | 62,365 | 5,551 | 2.85% | 2.85% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 61,938 | 5,513 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 61,904 | 5,510 | 0.09% | 0.09% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Asset Dedication, LLC | History | No change | 60,580 | 5,392 | 0.34% | 0.34% | 214 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 60,328 | 5,369 | 0.17% | 0.17% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 59,987 | 5,339 | 3.47% | 3.47% | 216 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 56,753 | 5,051 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 55,529 | 4,942 | 0.56% | 0.56% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cloud Capital Management, LLC | History | No change | 55,518 | 4,940 | 1.8% | 1.8% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 55,246 | 4,917 | 0.11% | 0.11% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cascade Financial Partners, LLC | History | No change | 55,144 | 4,908 | 0.43% | 0.43% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arsenal Capital Advisors LLC | History | No change | 52,146 | 4,641 | 2.74% | 2.74% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 51,361 | 4,571 | 2.43% | 2.43% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 50,536 | 4,498 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 50,154 | 4,464 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 49,609 | 4,415 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FF Advisors,LLC | History | No change | 49,324 | 4,390 | 1.64% | 1.64% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 49,110 | 4,371 | 0.4% | 0.4% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 48,052 | 4,277 | 0.11% | 0.11% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Probity Advisors, Inc. | History | No change | 48,002 | 4,272 | 0.61% | 0.61% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 45,361 | 4,037 | 0.15% | 0.15% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advus Financial Partners, LLC | History | No change | 45,306 | 4,032 | 1.15% | 1.15% | 232 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 45,171 | 4,020 | 1.05% | 1.05% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strid Group, LLC | History | No change | 44,094 | 3,924 | 0.44% | 0.44% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversify Advisory Services, LLC | History | No change | 43,707 | 3,908 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 43,707 | 3,908 | 0.07% | 0.07% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 43,786 | 3,897 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 41,222 | 3,669 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordant, Inc. | History | No change | 40,317 | 3,588 | 1.29% | 1.29% | 239 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summit Financial, LLC | History | No change | 40,114 | 3,570 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenspring Advisors, LLC | History | No change | 40,086 | 3,568 | 0.2% | 0.2% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 39,522 | 3,517 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 39,228 | 3,491 | 1.28% | 1.28% | 243 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 39,194 | 3,488 | 1.79% | 1.79% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RHS Financial, LLC | History | No change | 38,877 | 3,460 | 1.4% | 1.4% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneAscent Financial Services LLC | History | No change | 38,730 | 3,447 | 0.16% | 0.16% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 38,717 | 3,446 | 0.27% | 0.27% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 38,688 | 3,441 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Unconventional Investor, LLC | History | No change | 37,387 | 3,327 | 1.38% | 1.38% | 249 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Centennial Bank/AR/ | History | No change | 37,015 | 3,294 | 1.06% | 1.06% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Resolute Advisors LLC | History | No change | 36,603 | 3,258 | 0.78% | 0.78% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 36,283 | 3,230 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 36,077 | 3,211 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Noble Wealth Partners LLC | History | No change | 35,557 | 3,164 | 2.75% | 2.75% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 34,998 | 3,115 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 34,857 | 3,102 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 34,593 | 3,079 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 34,481 | 3,069 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Csenge Advisory Group | History | No change | 34,487 | 3,069 | 0.12% | 0.12% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belleair Asset Management, LLC | History | No change | 34,297 | 3,052 | 2.57% | 2.57% | 260 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TENET WEALTH PARTNERS, LLC | History | No change | 34,046 | 3,044 | 2.26% | 2.26% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 33,810 | 3,009 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lido Advisors, LLC | History | No change | 33,803 | 3,008 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 33,745 | 3,003 | 0.18% | 0.18% | 264 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, LCC | History | No change | 33,401 | 2,973 | 0.54% | 0.54% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Advisor Group, LLC | History | No change | 33,336 | 2,967 | 0.31% | 0.31% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Snowden Capital Advisors LLC | History | No change | 32,958 | 2,933 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Karras Company, Inc. | History | No change | 32,916 | 2,929 | 2.65% | 2.65% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 32,705 | 2,911 | 0.64% | 0.64% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Towne Trust Company, N.A | History | No change | 32,249 | 2,870 | 0.87% | 0.87% | 270 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | No change | 31,819 | 2,832 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 31,677 | 2,819 | 1.39% | 1.39% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 31,106 | 2,768 | 1.87% | 1.87% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 30,933 | 2,753 | 1.18% | 1.18% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Argent Trust Co | History | No change | 30,858 | 2,746 | 0.08% | 0.08% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 30,777 | 2,739 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| B&D White Capital Company, LLC | History | No change | 30,765 | 2,738 | 0.27% | 0.27% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | No change | 30,199 | 2,688 | 1.29% | 1.29% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 29,825 | 2,654 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 29,544 | 2,629 | 1.0% | 1.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 29,524 | 2,627 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 29,354 | 2,612 | 0.13% | 0.13% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 29,086 | 2,588 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 28,468 | 2,533 | 0.92% | 0.92% | 284 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 28,217 | 2,511 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 27,899 | 2,483 | 1.15% | 1.15% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 26,338 | 2,452 | 0.8% | 0.8% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Enterprises, LLC | History | No change | 27,453 | 2,443 | 0.12% | 0.12% | 288 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FC Advisory LLC | History | Added to | 26,759 | 2,394 | 0.63% | 0.62% | 290 | +419 | 1.59% | Q3 2026 | Oct 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 26,898 | 2,394 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FWG Investments, LLC. | History | No change | 26,154 | 2,327 | 1.23% | 1.23% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chicago Capital, LLC | History | No change | 25,744 | 2,291 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 25,717 | 2,289 | 0.19% | 0.19% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 25,581 | 2,276 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bienville Capital Management, LLC | History | No change | 25,475 | 2,267 | 0.3% | 0.3% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 25,349 | 2,256 | 1.16% | 1.16% | 296 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 25,182 | 2,241 | 0.92% | 0.92% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 24,800 | 2,207 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SMITH, MOORE & CO. | History | No change | 24,179 | 2,152 | 0.14% | 0.14% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 23,851 | 2,123 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |