iSHARES TRUST - IJT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
823 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 3,174,467 | 566,960 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,049,349 | 366,013 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,862,555 | 332,652 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 1,119,852 | 200,005 | 0.31% | 0.31% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,094,482 | 195,474 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,056,380 | 188,669 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 919,460 | 164,215 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 833,353 | 148,836 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 764,942 | 136,618 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 552,733 | 98,718 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 503,632 | 89,949 | 0.26% | 0.26% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 486,724 | 86,928 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 433,131 | 76,543 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 408,157 | 72,912 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 362,011 | 64,655 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 351,350 | 62,751 | 0.28% | 0.28% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 348,502 | 62,242 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 335,412 | 59,905 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 308,932 | 55,199 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 300,536 | 53,675 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 282,475 | 50,449 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 259,022 | 45,687 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 249,525 | 44,565 | 2.84% | 2.84% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 229,363 | 40,964 | 0.3% | 0.3% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 204,482 | 36,520 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 199,352 | 35,604 | 0.24% | 0.24% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Falcon Wealth Planning | History | No change | 182,834 | 32,654 | 2.06% | 2.06% | 27 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AlphaCore Capital LLC | History | No change | 182,053 | 32,514 | 0.6% | 0.6% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 176,832 | 31,582 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 196,760 | 31,546 | 2.49% | 2.74% | 30 | -436 | -0.22% | Q3 2026 | Oct 05, 2026 |
| Focus Partners Wealth | History | No change | 175,674 | 31,375 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 169,475 | 30,268 | 2.84% | 2.84% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 164,793 | 29,431 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 156,039 | 27,868 | 1.02% | 1.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 149,045 | 26,619 | 0.29% | 0.29% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 139,080 | 24,839 | 0.23% | 0.23% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 132,675 | 23,695 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 131,406 | 23,469 | 2.58% | 2.58% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 128,295 | 22,913 | 0.16% | 0.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 128,012 | 22,863 | 6.22% | 6.22% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 124,135 | 22,171 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 122,895 | 21,950 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 118,034 | 21,080 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Creative Planning | History | No change | 115,133 | 20,562 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Probity Advisors, Inc. | History | No change | 110,713 | 19,773 | 2.83% | 2.83% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INSPIRE TRUST CO, N.A. | History | No change | 110,000 | 19,646 | 2.7% | 2.7% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 101,601 | 18,146 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 101,162 | 18,067 | 0.34% | 0.34% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 96,350 | 17,208 | 6.02% | 6.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Texas Yale Capital Corp. | History | No change | 94,971 | 16,961 | 0.37% | 0.37% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 94,470 | 16,872 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 88,653 | 15,833 | 1.73% | 1.73% | 52 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 88,324 | 15,774 | 0.09% | 0.09% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 86,561 | 15,459 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 84,506 | 15,092 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 82,734 | 14,776 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 81,566 | 14,567 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 81,033 | 14,472 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 75,202 | 13,431 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 72,593 | 12,965 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 70,848 | 12,653 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 69,602 | 12,430 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 69,248 | 12,367 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 68,525 | 12,237 | 1.4% | 1.4% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 67,084 | 11,981 | 1.21% | 1.21% | 65 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | No change | 66,197 | 11,822 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 66,055 | 11,797 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 65,824 | 11,756 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 65,557 | 11,708 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 64,682 | 11,552 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rodgers & Associates, LTD | History | No change | 64,535 | 11,526 | 1.05% | 1.05% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 63,999 | 11,430 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 63,450 | 11,332 | 0.41% | 0.41% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | No change | 63,402 | 11,325 | 0.16% | 0.16% | 74 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 62,510 | 11,164 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Advisors Network, Inc. | History | No change | 60,086 | 10,731 | 1.32% | 1.32% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordatus Wealth Management LLC | History | No change | 59,609 | 10,646 | 2.34% | 2.34% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 58,134 | 10,382 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 57,390 | 10,249 | 0.51% | 0.51% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 59,814 | 10,244 | 0.84% | 0.84% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 56,839 | 10,151 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| StoryOne LLC | History | No change | 53,324 | 9,523 | 4.5% | 4.5% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compound Planning, Inc. | History | No change | 53,150 | 9,492 | 0.25% | 0.25% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PW Nova Financial Services LLC | History | No change | 52,000 | 9,287 | 1.99% | 1.99% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 50,908 | 9,092 | 0.23% | 0.23% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 50,548 | 9,027 | 2.2% | 2.2% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clayton Financial Group LLC | History | No change | 47,914 | 8,557 | 4.73% | 4.73% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Blue Edge Capital, LLC | History | No change | 44,864 | 8,012 | 0.96% | 0.96% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 43,936 | 7,846 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 43,847 | 7,831 | 0.1% | 0.1% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Financial Advisors, LLC | History | No change | 43,314 | 7,735 | 2.01% | 2.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 42,440 | 7,579 | 0.21% | 0.21% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cottage Street Advisors LLC | History | No change | 42,434 | 7,571 | 2.93% | 2.93% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 41,610 | 7,431 | 1.81% | 1.81% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 40,897 | 7,304 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | No change | 40,837 | 7,293 | 0.6% | 0.6% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 42,054 | 7,221 | 0.14% | 0.14% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 39,658 | 7,083 | 0.26% | 0.26% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centerpoint Advisors, LLC | History | No change | 39,575 | 7,068 | 2.01% | 2.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | No change | 39,094 | 6,982 | 0.23% | 0.23% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arkadios Wealth Advisors | History | No change | 37,336 | 6,668 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 36,780 | 6,568 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 36,670 | 6,549 | 0.22% | 0.22% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 35,464 | 6,333 | 1.06% | 1.06% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset Management Group, Inc. | History | No change | 35,060 | 6,261 | 0.92% | 0.92% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 35,009 | 6,252 | 0.94% | 0.94% | 106 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 34,880 | 6,079 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Taylor Financial Group, Inc. | History | No change | 33,671 | 6,013 | 3.31% | 3.31% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 33,603 | 6,001 | 1.35% | 1.35% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 33,140 | 5,919 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 32,879 | 5,872 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 32,748 | 5,848 | 1.86% | 1.86% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Veratis Advisors, Inc. | History | No change | 31,660 | 5,654 | 4.0% | 4.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 30,438 | 5,436 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 30,337 | 5,418 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Guidance Point Advisors, LLC | History | No change | 30,314 | 5,415 | 1.14% | 1.14% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Citizens Financial Corp | History | Reduced | 32,763 | 5,252 | 2.21% | 2.46% | 117 | -168 | -0.51% | Q3 2026 | Oct 02, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 29,380 | 5,247 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 29,291 | 5,231 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neumann Capital Management, LLC | History | No change | 29,240 | 5,222 | 3.45% | 3.45% | 120 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BFSG, LLC | History | No change | 28,965 | 5,173 | 0.46% | 0.46% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHERN TRUST CORP | History | No change | 28,943 | 5,169 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 28,840 | 5,150 | 0.11% | 0.11% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 28,704 | 5,128 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 28,544 | 5,098 | 0.17% | 0.17% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Councilor Wealth, LLC | History | No change | 28,440 | 5,079 | 2.05% | 2.05% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LTG Capital LLC | History | No change | 28,348 | 5,062 | 3.39% | 3.39% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 28,261 | 5,047 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREENLEAF TRUST | History | No change | 28,248 | 5,045 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 27,766 | 4,959 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stone Wealth Partners | History | No change | 26,920 | 4,807 | 3.51% | 3.51% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST HORIZON CORP | History | No change | 26,440 | 4,722 | 0.18% | 0.18% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 25,824 | 4,612 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 25,392 | 4,535 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 24,159 | 4,314 | 0.49% | 0.49% | 135 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | No change | 23,936 | 4,276 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 23,856 | 4,260 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 22,949 | 4,098 | 0.1% | 0.1% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 22,903 | 4,090 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baring Financial LLC | History | No change | 22,826 | 4,076 | 2.24% | 2.24% | 140 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 22,596 | 4,035 | 1.66% | 1.66% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 21,918 | 3,914 | 0.74% | 0.74% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M1 Capital Management LLC | History | No change | 21,904 | 3,912 | 1.44% | 1.44% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BKM Wealth Management, LLC | History | No change | 21,580 | 3,854 | 1.36% | 1.36% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 21,518 | 3,843 | 0.4% | 0.4% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 21,232 | 3,791 | 0.48% | 0.48% | 146 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 21,028 | 3,755 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 20,979 | 3,746 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| COURIER CAPITAL LLC | History | No change | 20,524 | 3,665 | 0.18% | 0.18% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 20,280 | 3,621 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| John A. Wolfe & Associates, Inc. | History | No change | 19,744 | 3,526 | 4.86% | 4.86% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 19,199 | 3,428 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Broadview Financial Management, LLC | History | No change | 18,931 | 3,381 | 2.06% | 2.06% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 18,870 | 3,370 | 0.21% | 0.21% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 18,843 | 3,365 | 2.81% | 2.81% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MSH Capital Advisors LLC | History | No change | 18,728 | 3,344 | 0.58% | 0.58% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 18,356 | 3,278 | 1.64% | 1.64% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,014 | 3,217 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soltis Investment Advisors LLC | History | No change | 17,475 | 3,120 | 0.17% | 0.17% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 17,350 | 3,098 | 0.7% | 0.7% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 17,007 | 3,037 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 16,946 | 3,026 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quantinno Capital Management LP | History | No change | 16,890 | 3,016 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | No change | 16,847 | 3,008 | 1.57% | 1.57% | 164 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 16,818 | 3,003 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Serenity Investment Advisors | History | No change | 17,364 | 3,001 | 1.28% | 1.28% | 166 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 16,685 | 2,979 | 0.8% | 0.8% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| InvesTrust | History | No change | 16,669 | 2,977 | 1.15% | 1.15% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trail Ridge Investment Advisors, LLC | History | No change | 16,632 | 2,970 | 1.25% | 1.25% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 16,329 | 2,916 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathway Financial Advisors LLC | History | No change | 16,037 | 2,820 | 0.33% | 0.33% | 171 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 15,737 | 2,810 | 0.26% | 0.26% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | No change | 15,727 | 2,808 | 1.55% | 1.55% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 15,679 | 2,800 | 0.37% | 0.37% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 15,612 | 2,788 | 0.6% | 0.6% | 175 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MidFirst Bank | History | No change | 15,594 | 2,785 | 0.2% | 0.2% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 15,589 | 2,784 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,374 | 2,745 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 15,366 | 2,744 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 14,973 | 2,674 | 0.97% | 0.97% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Squared Financial LLC | History | No change | 14,560 | 2,600 | 1.7% | 1.7% | 181 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 14,383 | 2,568 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 14,208 | 2,537 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 14,129 | 2,523 | 0.81% | 0.81% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Columbia Bank | History | No change | 13,587 | 2,426 | 0.54% | 0.54% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 13,359 | 2,385 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 13,154 | 2,349 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 13,128 | 2,344 | 1.06% | 1.06% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Thomasville National Bank | History | No change | 13,096 | 2,338 | 0.13% | 0.13% | 189 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITY HOLDING CO | History | No change | 13,035 | 2,328 | 0.26% | 0.26% | 190 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| One Capital Management, LLC | History | No change | 15,996 | 2,314 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 12,907 | 2,305 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 12,801 | 2,286 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| World Investment Advisors | History | No change | 15,581 | 2,257 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 12,559 | 2,243 | 0.28% | 0.28% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Regal Investment Advisors LLC | History | No change | 12,328 | 2,201 | 0.11% | 0.11% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 12,317 | 2,199 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Square, LLC | History | No change | 12,272 | 2,138 | 0.94% | 0.94% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 11,958 | 2,135 | 0.26% | 0.26% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 11,889 | 2,123 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 11,852 | 2,116 | 1.0% | 1.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 11,697 | 2,089 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 11,684 | 2,086 | 0.39% | 0.39% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 11,653 | 2,081 | 0.22% | 0.22% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 11,537 | 2,060 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newton One Investments LLC | History | No change | 11,485 | 2,051 | 0.52% | 0.52% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 11,410 | 2,037 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ironwood Financial, llc | History | No change | 11,804 | 2,036 | 0.32% | 0.32% | 208 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Transcendent Capital Group LLC | History | No change | 11,353 | 2,027 | 0.79% | 0.79% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 11,176 | 1,996 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballentine Partners, LLC | History | No change | 11,116 | 1,985 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Moors & Cabot, Inc. | History | No change | 11,020 | 1,968 | 0.08% | 0.08% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 10,901 | 1,946 | 0.36% | 0.36% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 13,259 | 1,918 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 10,774 | 1,906 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WESBANCO BANK INC | History | No change | 10,631 | 1,898 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 10,614 | 1,895 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LGL PARTNERS, LLC | History | No change | 10,608 | 1,894 | 0.69% | 0.69% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,398 | 1,857 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 10,311 | 1,841 | 0.3% | 0.3% | 220 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,303 | 1,840 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 10,258 | 1,832 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 10,230 | 1,827 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 10,174 | 1,817 | 0.23% | 0.23% | 224 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 10,132 | 1,809 | 0.28% | 0.28% | 225 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Three Seasons Wealth, LLC | History | No change | 10,129 | 1,809 | 0.16% | 0.16% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 10,092 | 1,802 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 9,944 | 1,775 | 0.69% | 0.69% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NBT BANK, N.A. | History | No change | 9,733 | 1,738 | 0.12% | 0.12% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,690 | 1,730 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 9,845 | 1,722 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | No change | 9,469 | 1,691 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 9,442 | 1,686 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Modera Wealth Management, LLC | History | No change | 9,311 | 1,663 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PSI Advisors, LLC | History | No change | 9,279 | 1,657 | 0.38% | 0.38% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keystone Financial Group | History | No change | 9,159 | 1,635 | 0.1% | 0.1% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 9,057 | 1,617 | 0.78% | 0.78% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 9,059 | 1,617 | 0.11% | 0.11% | 238 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| WILLNER & HELLER, LLC | History | No change | 8,982 | 1,604 | 1.0% | 1.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EFG International AG | History | No change | 8,860 | 1,582 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | No change | 8,745 | 1,561 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | No change | 8,700 | 1,553 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 8,679 | 1,550 | 0.75% | 0.75% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,680 | 1,550 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 8,635 | 1,542 | 0.08% | 0.08% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 8,506 | 1,519 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Alternatives, Inc | History | No change | 8,407 | 1,501 | 0.74% | 0.74% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMERCE BANK | History | No change | 8,349 | 1,491 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 8,340 | 1,489 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brookstone Capital Management | History | No change | 8,293 | 1,481 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 8,283 | 1,479 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICUS CAPITAL | History | No change | 8,222 | 1,468 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ruggaard & Associates LLC | History | No change | 8,212 | 1,466 | 0.53% | 0.53% | 253 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 8,099 | 1,446 | 0.31% | 0.31% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Patten Group, Inc. | History | No change | 7,972 | 1,423 | 0.22% | 0.22% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 7,802 | 1,393 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Royal Fund Management, LLC | History | No change | 7,691 | 1,373 | 0.11% | 0.11% | 257 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 7,653 | 1,366 | 0.33% | 0.33% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 7,465 | 1,333 | 0.23% | 0.23% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hurley Capital, LLC | History | No change | 7,411 | 1,323 | 0.69% | 0.69% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 7,300 | 1,303 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 7,256 | 1,295 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Acropolis Investment Management, LLC | History | No change | 7,208 | 1,287 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 7,180 | 1,282 | 0.26% | 0.26% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,144 | 1,276 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,035 | 1,256 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 6,966 | 1,244 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 6,955 | 1,242 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 6,959 | 1,242 | 0.39% | 0.39% | 269 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,954 | 1,242 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Key FInancial Inc | History | No change | 6,896 | 1,231 | 0.2% | 0.2% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequent Asset Management, LLC | History | No change | 6,877 | 1,228 | 0.52% | 0.52% | 272 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,864 | 1,225 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 6,853 | 1,223 | 0.12% | 0.12% | 274 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,830 | 1,219 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | No change | 6,831 | 1,219 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 6,804 | 1,215 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,738 | 1,203 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JNBA Financial Advisors | History | No change | 6,643 | 1,186 | 0.09% | 0.09% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCF Advisors LLC | History | No change | 6,635 | 1,184 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 6,589 | 1,176 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PKS Advisory Services, LLC | History | No change | 6,513 | 1,163 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 6,511 | 1,162 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Signature Equity Partners, LLC | History | No change | 6,489 | 1,158 | 0.53% | 0.53% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Investment Group, LLC | History | No change | 6,404 | 1,143 | 0.14% | 0.14% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,371 | 1,137 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 6,350 | 1,134 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,181 | 1,103 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 6,172 | 1,102 | 0.08% | 0.08% | 289 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 6,091 | 1,087 | 0.25% | 0.25% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 6,088 | 1,087 | 0.21% | 0.21% | 291 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prospect Financial Services LLC | History | No change | 6,053 | 1,081 | 0.55% | 0.55% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Finley Financial, LLC | History | No change | 6,055 | 1,081 | 0.44% | 0.44% | 293 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 6,244 | 1,079 | 0.15% | 0.15% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 5,883 | 1,050 | 0.06% | 0.06% | 295 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 5,814 | 1,038 | 0.58% | 0.58% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kendall Capital Management | History | No change | 5,690 | 1,016 | 0.17% | 0.17% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Trust | History | No change | 5,690 | 1,016 | 0.18% | 0.18% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 5,659 | 1,010 | 0.4% | 0.4% | 299 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ASPIRIANT, LLC | History | No change | 5,653 | 1,009 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |