iSHARES TRUST - IEFA
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 | 204,783,528 | 19,777,993 | 1.27% | 1.27% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 113,501,860 | 10,841,009 | 4.34% | 4.34% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 106,642,553 | 10,299,538 | 0.54% | 0.54% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 90,734,083 | 8,763,097 | 1.42% | 1.42% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 69,612,813 | 6,723,205 | 0.86% | 0.86% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 49,145,813 | 4,746,471 | 1.12% | 1.12% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 47,763,542 | 4,613,002 | 1.04% | 1.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 46,049,336 | 4,447,444 | 1.21% | 1.21% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 38,647,342 | 3,732,560 | 0.61% | 0.61% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 37,299,272 | 3,602,363 | 1.92% | 1.92% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 35,990,373 | 3,476,036 | 3.8% | 3.8% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 34,237,509 | 3,306,658 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 29,875,730 | 2,885,397 | 0.13% | 0.13% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 27,083,395 | 2,608,672 | 17.42% | 17.42% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,668,695 | 1,996,182 | 0.17% | 0.17% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 19,810,756 | 1,913,322 | 6.59% | 6.59% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 19,301,863 | 1,859,155 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 16,979,459 | 1,639,876 | 0.81% | 0.81% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 16,097,270 | 1,554,674 | 1.86% | 1.86% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 15,014,350 | 1,450,084 | 0.29% | 0.29% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 14,058,378 | 1,357,758 | 3.98% | 3.98% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12,139,091 | 1,172,393 | 0.39% | 0.39% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 11,603,700 | 1,120,685 | 1.35% | 1.35% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 11,556,893 | 1,116,164 | 1.02% | 1.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 10,822,791 | 1,045,265 | 4.58% | 4.58% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,588,773 | 1,022,664 | 0.85% | 0.85% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 10,377,291 | 1,002,238 | 3.3% | 3.3% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 10,178,869 | 983,035 | 1.03% | 1.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 9,554,572 | 922,780 | 1.59% | 1.59% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,263,997 | 894,718 | 0.13% | 0.13% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 8,955,018 | 864,876 | 1.46% | 1.46% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 8,835,463 | 853,329 | 0.16% | 0.16% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,515,350 | 725,832 | 1.18% | 1.18% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ballentine Partners, LLC | History | No change | 6,772,847 | 654,121 | 7.99% | 7.99% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 6,923,111 | 626,749 | 0.21% | 0.21% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 6,473,398 | 625,200 | 0.68% | 0.68% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,442,419 | 622,208 | 0.86% | 0.86% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 6,325,648 | 610,931 | 4.54% | 4.54% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 6,144,370 | 593,423 | 0.58% | 0.58% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,786,155 | 558,826 | 2.02% | 2.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,687,902 | 549,337 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,376,316 | 519,212 | 1.51% | 1.51% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,029,440 | 485,866 | 2.68% | 2.68% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 4,856,323 | 469,023 | 5.97% | 5.97% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,815,001 | 465,034 | 5.54% | 5.54% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,635,301 | 447,677 | 0.91% | 0.91% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,567,544 | 441,133 | 4.8% | 4.8% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,450,490 | 429,828 | 0.53% | 0.53% | 48 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 4,169,800 | 402,719 | 3.01% | 3.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,143,105 | 400,141 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hirtle & Co., LLC | History | No change | 4,008,471 | 387,138 | 12.73% | 12.73% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Members Trust Co | History | No change | 3,899,413 | 376,605 | 11.72% | 11.72% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,851,465 | 371,974 | 4.97% | 4.97% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RiverFront Investment Group, LLC | History | No change | 3,762,914 | 363,422 | 4.81% | 4.81% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 3,705,860 | 357,911 | 6.58% | 6.58% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 3,677,104 | 355,134 | 7.68% | 7.68% | 56 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,646,299 | 352,159 | 3.76% | 3.76% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEI INVESTMENTS CO | History | No change | 3,612,061 | 348,853 | 0.31% | 0.31% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3,613,535 | 347,188 | 0.53% | 0.53% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | No change | 3,543,932 | 342,272 | 11.75% | 11.75% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Bank | History | No change | 3,523,642 | 340,313 | 12.98% | 12.98% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 3,429,402 | 331,324 | 1.36% | 1.36% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 3,377,165 | 326,166 | 0.45% | 0.45% | 63 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Stairway Partners, LLC | History | Added to | 3,142,395 | 304,435 | 14.38% | 14.14% | 64 | +34,193 | 1.1% | Q3 2026 | Oct 01, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,141,044 | 303,362 | 0.47% | 0.47% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,139,054 | 303,169 | 1.45% | 1.45% | 66 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Haverford Trust Co | History | No change | 3,097,076 | 299,115 | 2.58% | 2.58% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,052,220 | 294,783 | 3.99% | 3.99% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 3,010,806 | 290,783 | 0.33% | 0.33% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,910,642 | 281,109 | 2.08% | 2.08% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,870,324 | 277,216 | 0.28% | 0.28% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,845,616 | 274,829 | 0.35% | 0.35% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,770,947 | 267,618 | 2.59% | 2.59% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 2,731,152 | 263,774 | 9.75% | 9.75% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 2,717,102 | 262,417 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 2,650,160 | 255,952 | 6.04% | 6.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 2,561,392 | 247,379 | 2.94% | 2.94% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 2,521,994 | 243,574 | 0.92% | 0.92% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,500,607 | 241,508 | 7.94% | 7.94% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 2,414,105 | 232,984 | 1.39% | 1.39% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 2,387,887 | 230,622 | 3.45% | 3.45% | 81 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Passaic Partners LLC | History | No change | 2,378,304 | 229,696 | 16.92% | 16.92% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,316,888 | 223,819 | 0.26% | 0.26% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 2,309,310 | 223,032 | 2.45% | 2.45% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,296,101 | 221,757 | 2.67% | 2.67% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,293,303 | 221,487 | 0.43% | 0.43% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,291,497 | 221,312 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Matson Money. Inc. | History | No change | 2,251,588 | 217,458 | 6.06% | 6.06% | 88 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 2,250,640 | 216,781 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,197,743 | 212,257 | 0.14% | 0.14% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CKW FINANCIAL GROUP | History | No change | 2,188,095 | 210,232 | 20.66% | 20.66% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 2,163,492 | 208,950 | 0.31% | 0.31% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 2,145,326 | 206,273 | 14.71% | 14.71% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Balentine LLC | History | No change | 2,123,908 | 205,127 | 7.29% | 7.29% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 2,118,811 | 204,634 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,077,341 | 200,629 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | No change | 2,056,736 | 198,639 | 1.91% | 1.91% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNC Management Company, Inc. | History | No change | 2,037,480 | 196,780 | 9.52% | 9.52% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,993,012 | 193,438 | 0.32% | 0.32% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Investure, LLC | History | No change | 1,956,850 | 188,992 | 11.81% | 11.81% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,886,270 | 182,175 | 2.28% | 2.28% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,858,958 | 179,538 | 7.77% | 7.77% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 1,857,171 | 179,365 | 8.43% | 8.43% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NEOS Investment Management LLC | History | No change | 1,825,722 | 176,328 | 0.65% | 0.65% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 1,802,606 | 174,095 | 4.81% | 4.81% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,800,023 | 173,846 | 2.13% | 2.13% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| National Philanthropic Trust | History | No change | 1,740,104 | 168,059 | 2.43% | 2.43% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 1,707,890 | 164,948 | 1.56% | 1.56% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 1,660,460 | 160,367 | 5.87% | 5.87% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 1,610,916 | 155,582 | 7.9% | 7.9% | 110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 1,567,578 | 151,396 | 11.74% | 11.74% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,551,330 | 149,107 | 0.89% | 0.89% | 112 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 1,524,207 | 147,207 | 8.7% | 8.7% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,520,243 | 146,825 | 0.68% | 0.68% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,496,403 | 144,522 | 0.74% | 0.74% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,486,643 | 143,580 | 0.67% | 0.67% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 1,452,417 | 140,274 | 3.21% | 3.21% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Financial Bank - Trust Division | History | Added to | 1,437,711 | 139,285 | 10.05% | 9.69% | 118 | +31,061 | 2.21% | Q3 2026 | Oct 01, 2026 |
| Facet Wealth, Inc. | History | No change | 1,426,574 | 137,778 | 1.97% | 1.97% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthquest Corp | History | No change | 1,419,270 | 137,073 | 8.65% | 8.65% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lido Advisors, LLC | History | No change | 1,403,968 | 135,600 | 0.37% | 0.37% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,394,259 | 134,657 | 0.4% | 0.4% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,392,936 | 134,529 | 0.21% | 0.21% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 1,383,831 | 133,650 | 1.69% | 1.69% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,372,046 | 132,512 | 1.98% | 1.98% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,371,932 | 132,501 | 0.31% | 0.31% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | No change | 1,343,998 | 129,803 | 2.99% | 2.99% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 1,340,715 | 129,486 | 1.99% | 1.99% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parcion Private Wealth LLC | History | No change | 1,333,656 | 128,804 | 7.15% | 7.15% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Curi Capital, LLC | History | No change | 1,293,588 | 124,934 | 1.93% | 1.93% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,288,308 | 124,424 | 0.29% | 0.29% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | No change | 1,283,865 | 123,661 | 3.28% | 3.28% | 132 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 1,236,076 | 119,380 | 3.34% | 3.34% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 1,226,501 | 118,485 | 7.74% | 7.74% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,224,963 | 118,306 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RKL Wealth Management LLC | History | No change | 1,210,097 | 116,871 | 9.32% | 9.32% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wedmont Private Capital | History | No change | 1,188,881 | 115,583 | 3.17% | 3.17% | 137 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 1,189,720 | 114,903 | 4.13% | 4.13% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkos Global Advisors | History | No change | 1,164,620 | 112,479 | 13.32% | 13.32% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 1,153,599 | 111,414 | 1.31% | 1.31% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,146,545 | 110,733 | 0.16% | 0.16% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 1,136,642 | 109,776 | 9.73% | 9.73% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bangor Savings Bank | History | No change | 1,136,555 | 109,768 | 8.07% | 8.07% | 143 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 1,125,655 | 108,715 | 11.96% | 11.96% | 144 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 1,112,546 | 107,449 | 3.49% | 3.49% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 1,104,661 | 106,688 | 0.17% | 0.17% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXIOM INVESTORS LLC /DE | History | No change | 1,103,300 | 106,556 | 0.92% | 0.92% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,096,285 | 105,879 | 1.0% | 1.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 1,092,229 | 105,487 | 0.63% | 0.63% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,086,941 | 104,976 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 1,086,316 | 104,916 | 2.05% | 2.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 1,078,383 | 104,154 | 0.73% | 0.73% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Truepoint, Inc. | History | No change | 1,070,948 | 103,432 | 2.16% | 2.16% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,059,493 | 102,325 | 0.5% | 0.5% | 154 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 1,045,647 | 100,988 | 10.28% | 10.28% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 1,044,216 | 100,850 | 3.42% | 3.42% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 1,695,488 | 99,950 | 6.58% | 6.58% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Diversified Trust Co | History | No change | 1,031,811 | 99,652 | 1.6% | 1.6% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,027,001 | 99,247 | 4.54% | 4.54% | 159 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 1,026,913 | 99,179 | 9.11% | 9.11% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | No change | 1,017,877 | 98,306 | 10.33% | 10.33% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 1,013,378 | 97,872 | 9.13% | 9.13% | 162 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ASPIRIANT, LLC | History | No change | 1,010,674 | 97,611 | 2.41% | 2.41% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Klingman & Associates, LLC | History | No change | 1,002,180 | 96,790 | 4.12% | 4.12% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 993,547 | 95,956 | 1.26% | 1.26% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 987,420 | 95,365 | 0.44% | 0.44% | 166 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 966,288 | 93,324 | 3.29% | 3.29% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 963,753 | 93,079 | 5.25% | 5.25% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 958,090 | 92,532 | 4.92% | 4.92% | 169 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Strategic Investment Advisors / MI | History | No change | 954,688 | 92,203 | 5.58% | 5.58% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 950,200 | 91,770 | 0.92% | 0.92% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Planning Project LLC | History | No change | 914,240 | 91,604 | 18.27% | 18.27% | 172 | 0 | 0.0% | Q2 2026 | Sep 01, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 939,479 | 90,734 | 4.86% | 4.86% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMG National Trust Bank | History | No change | 933,430 | 90,150 | 1.85% | 1.85% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 932,380 | 90,049 | 0.77% | 0.77% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 920,605 | 88,912 | 11.26% | 11.26% | 176 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 909,003 | 87,791 | 1.27% | 1.27% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 906,032 | 87,776 | 2.38% | 2.4% | 178 | +44,362 | 5.15% | Q3 2026 | Oct 02, 2026 |
| True Link Financial Advisors, LLC | History | No change | 890,181 | 85,973 | 4.97% | 4.97% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 886,469 | 85,615 | 3.52% | 3.52% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 885,703 | 85,541 | 2.34% | 2.34% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 864,303 | 83,474 | 8.28% | 8.28% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 861,731 | 83,225 | 0.27% | 0.27% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 730,459 | 80,606 | 9.62% | 9.62% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Advisors, LLC | History | No change | 831,014 | 80,259 | 0.44% | 0.44% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 830,395 | 80,199 | 17.77% | 17.77% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 1,170,864 | 79,416 | 1.68% | 1.68% | 187 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Disciplina Capital Management LLC | History | No change | 814,315 | 78,646 | 8.12% | 8.12% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 811,548 | 78,374 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | No change | 808,653 | 78,099 | 1.59% | 1.59% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 806,820 | 77,922 | 0.2% | 0.2% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Trust Co | History | No change | 802,018 | 77,458 | 0.88% | 0.88% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Venturi Wealth Management, LLC | History | No change | 789,088 | 76,210 | 2.95% | 2.95% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AlphaCore Capital LLC | History | No change | 787,887 | 76,094 | 1.4% | 1.4% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 784,267 | 75,744 | 1.46% | 1.46% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 782,729 | 75,595 | 1.86% | 1.86% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Opus Capital Group, LLC | History | No change | 782,078 | 75,533 | 7.32% | 7.32% | 197 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Roth Financial Partners LLC | History | No change | 763,649 | 73,752 | 21.93% | 21.93% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 761,616 | 73,556 | 3.88% | 3.88% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 752,944 | 72,964 | 7.03% | 7.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 753,813 | 72,803 | 0.61% | 0.61% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RMR Wealth Builders | History | No change | 753,130 | 72,737 | 4.52% | 4.52% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Constellation Investments, Inc. | History | No change | 742,106 | 71,672 | 2.25% | 2.25% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bleakley Financial Group, LLC | History | No change | 739,588 | 71,429 | 0.91% | 0.91% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTRUST BANK NA | History | No change | 737,294 | 71,207 | 5.26% | 5.26% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 729,313 | 70,437 | 5.72% | 5.72% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 707,313 | 68,312 | 5.12% | 5.12% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orgel Wealth Management, LLC | History | No change | 706,882 | 68,270 | 1.29% | 1.29% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 692,556 | 66,886 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cabot-Wellington, LLC | History | No change | 689,947 | 66,635 | 17.56% | 17.56% | 210 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jordan Park Group LLC | History | No change | 686,229 | 66,276 | 3.36% | 3.36% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 685,189 | 66,192 | 6.33% | 6.33% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Crewe Advisors LLC | History | No change | 660,188 | 63,760 | 4.62% | 4.62% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 71 West Capital Partners | History | No change | 656,894 | 63,442 | 2.19% | 2.19% | 214 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 654,514 | 63,212 | 3.13% | 3.13% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brickley Wealth Management | History | No change | 653,903 | 63,153 | 9.07% | 9.07% | 216 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Colony Family Offices, LLC | History | No change | 652,458 | 63,014 | 13.85% | 13.85% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 650,061 | 62,782 | 0.48% | 0.48% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | No change | 649,061 | 62,686 | 11.61% | 11.61% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 639,580 | 61,770 | 0.94% | 0.94% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 638,057 | 61,623 | 5.01% | 5.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASON STREET ADVISORS, LLC | History | No change | 634,753 | 61,304 | 5.52% | 5.52% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leverty Financial Group, LLC | History | No change | 633,643 | 61,197 | 11.9% | 11.9% | 223 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 623,045 | 60,173 | 0.46% | 0.46% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 622,624 | 60,133 | 3.26% | 3.26% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 609,070 | 58,823 | 6.81% | 6.81% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 607,759 | 58,695 | 0.46% | 0.46% | 227 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 603,713 | 58,305 | 0.86% | 0.86% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 596,260 | 57,843 | 1.08% | 1.08% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Investments, LLC | History | No change | 594,046 | 57,372 | 6.36% | 6.36% | 230 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 587,914 | 56,780 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Ledyard National Bank | History | No change | 582,039 | 56,213 | 4.51% | 4.51% | 232 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WHITTIER TRUST CO | History | No change | 571,060 | 56,140 | 0.55% | 0.55% | 233 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fusion Family Wealth, LLC | History | No change | 576,900 | 55,717 | 3.7% | 3.7% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 575,931 | 55,623 | 0.67% | 0.67% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 564,841 | 54,552 | 14.05% | 14.05% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 560,000 | 54,084 | 2.14% | 2.14% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 555,218 | 53,622 | 0.24% | 0.24% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | No change | 527,521 | 53,390 | 2.79% | 2.79% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF HAWAII | History | No change | 545,285 | 52,663 | 2.6% | 2.6% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stash Investments, LLC | History | No change | 544,042 | 52,543 | 16.94% | 16.94% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | No change | 543,437 | 52,485 | 0.58% | 0.58% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 541,423 | 52,290 | 4.05% | 4.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 541,003 | 52,250 | 0.34% | 0.34% | 244 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 540,299 | 52,182 | 5.65% | 5.65% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 539,455 | 52,100 | 2.67% | 2.67% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SVB WEALTH LLC | History | No change | 535,683 | 51,736 | 3.26% | 3.26% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Shepherd Financial Partners LLC | History | No change | 534,513 | 51,623 | 4.24% | 4.24% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCF Advisors LLC | History | No change | 533,982 | 51,571 | 1.84% | 1.84% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 532,594 | 51,437 | 5.33% | 5.33% | 250 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 529,634 | 51,152 | 3.3% | 3.3% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 530,623 | 51,109 | 1.66% | 1.66% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 518,409 | 50,067 | 7.55% | 7.55% | 253 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Apella Capital, LLC | History | No change | 513,616 | 49,825 | 0.7% | 0.7% | 254 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 514,121 | 49,808 | 9.13% | 9.22% | 255 | +10,301 | 2.04% | Q3 2026 | Oct 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 504,846 | 48,758 | 0.61% | 0.61% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 504,019 | 48,678 | 4.71% | 4.71% | 257 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 497,532 | 48,051 | 4.52% | 4.52% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 495,563 | 47,861 | 4.13% | 4.13% | 259 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VICUS CAPITAL | History | No change | 495,223 | 47,828 | 3.09% | 3.09% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 492,115 | 47,528 | 3.51% | 3.51% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bishop & Co Investment Management, LLC | History | No change | 491,811 | 47,499 | 14.62% | 14.62% | 262 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLB&B Advisors, LLC | History | No change | 491,224 | 47,442 | 1.74% | 1.74% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 491,194 | 47,439 | 0.48% | 0.48% | 264 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Abundance Wealth Counselors | History | No change | 481,054 | 46,460 | 3.02% | 3.02% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 1832 Asset Management L.P. | History | No change | 480,723 | 46,428 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 473,780 | 45,757 | 0.76% | 0.76% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Probity Advisors, Inc. | History | No change | 466,357 | 45,040 | 6.44% | 6.44% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CBM Financial, LLC | History | No change | 465,364 | 44,791 | 26.65% | 26.65% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Archford Capital Strategies, LLC | History | No change | 462,639 | 44,681 | 4.52% | 4.52% | 270 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CI INVESTMENTS INC. | History | No change | 455,855 | 44,026 | 0.14% | 0.14% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 453,492 | 43,798 | 0.69% | 0.69% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | No change | 451,864 | 43,640 | 0.27% | 0.27% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fort Point Capital Partners LLC | History | No change | 450,986 | 43,556 | 3.02% | 3.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 448,670 | 43,332 | 0.48% | 0.48% | 275 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 445,714 | 43,047 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waverly Advisors, LLC | History | No change | 444,851 | 42,963 | 0.25% | 0.25% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 433,664 | 41,883 | 3.91% | 3.91% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 432,600 | 41,780 | 5.27% | 5.27% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 425,341 | 41,680 | 0.12% | 0.12% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acropolis Investment Management, LLC | History | No change | 429,200 | 41,452 | 1.64% | 1.64% | 281 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 421,643 | 40,722 | 8.1% | 8.1% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Empire Life Investments Inc. | History | No change | 421,505 | 40,708 | 2.27% | 2.27% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 419,080 | 40,474 | 0.62% | 0.62% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 418,281 | 40,397 | 0.38% | 0.38% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 413,668 | 39,952 | 0.15% | 0.15% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 411,357 | 39,852 | 1.05% | 1.01% | 287 | +6,286 | 1.55% | Q3 2026 | Oct 05, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | No change | 412,090 | 39,799 | 17.88% | 17.88% | 288 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Affiance Financial, LLC | History | No change | 404,972 | 39,112 | 5.62% | 5.62% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Heck Capital Advisors, LLC | History | No change | 404,874 | 39,102 | 2.34% | 2.34% | 290 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bull Oak Capital, LLC | History | No change | 403,026 | 38,924 | 12.97% | 12.97% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 402,022 | 38,827 | 1.86% | 1.86% | 292 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | No change | 399,230 | 38,557 | 0.18% | 0.18% | 293 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 397,503 | 38,390 | 0.39% | 0.39% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 396,052 | 38,250 | 7.16% | 7.16% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathway Financial Advisors LLC | History | No change | 388,506 | 37,801 | 4.41% | 4.41% | 296 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 391,221 | 37,784 | 0.26% | 0.26% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 388,888 | 37,558 | 5.72% | 5.72% | 298 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bare Financial Services, Inc | History | No change | 387,397 | 37,414 | 8.58% | 8.58% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 386,991 | 37,375 | 1.06% | 1.06% | 300 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |