iSHARES TRUST - ILCG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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
LPL Financial LLC History No change 1,257,846 147,193 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 1,109,788 129,867 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,021,655 119,558 0.03% 0.03% 3 0 0.0% Q2 2026 Sep 23, 2026
Clearstead Trust, LLC History No change 734,041 85,897 11.23% 11.23% 4 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 724,901 84,827 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 695,126 81,343 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 674,386 78,916 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 623,515 72,963 3.8% 3.8% 8 0 0.0% Q2 2026 Jul 29, 2026
B&D White Capital Company, LLC History No change 471,430 55,166 5.49% 5.49% 9 0 0.0% Q2 2026 Jul 31, 2026
JPMORGAN CHASE & CO History No change 454,141 52,285 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 415,107 48,575 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 395,293 46,257 0.25% 0.25% 12 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 372,366 43,574 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 312,674 36,589 0.05% 0.05% 14 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 292,205 34,197 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 288,309 33,737 0.07% 0.07% 16 0 0.0% Q2 2026 Aug 07, 2026
McKinley Carter Wealth Services, Inc. History No change 279,192 32,671 1.68% 1.68% 17 0 0.0% Q2 2026 Jul 28, 2026
UBS Group AG History No change 208,372 24,383 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
Goodman Advisory Group, LLC History No change 171,762 20,099 4.62% 4.62% 19 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 170,932 20,002 0.12% 0.12% 20 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 164,399 19,155 0.03% 0.03% 21 0 0.0% Q2 2026 Jul 15, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 141,722 16,584 2.6% 2.6% 22 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 133,591 15,632 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 13, 2026
LongView Wealth Management History No change 128,562 15,044 3.86% 3.86% 24 0 0.0% Q2 2026 Jul 17, 2026
Prime Capital Investment Advisors, LLC History No change 125,749 14,715 0.14% 0.14% 25 0 0.0% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History No change 110,087 12,882 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 107,876 12,623 0.54% 0.54% 27 0 0.0% Q2 2026 Jul 22, 2026
Bank of New York Mellon Corp History No change 99,920 11,692 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 06, 2026
WIN ADVISORS, INC History No change 96,476 11,289 4.02% 4.02% 29 0 0.0% Q2 2026 Aug 04, 2026
Corient Private Wealth LP History No change 96,437 11,285 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 27, 2026
Investors Research Corp History No change 91,309 10,684 1.91% 1.91% 31 0 0.0% Q2 2026 Jul 10, 2026
Private Advisor Group, LLC History No change 87,636 10,255 0.05% 0.05% 32 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 85,075 9,955 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 77,535 9,069 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 76,747 8,981 0.02% 0.02% 35 0 0.0% Q2 2026 Jul 27, 2026
White Pine Investment CO History No change 74,336 8,699 1.85% 1.85% 36 0 0.0% Q2 2026 Jul 20, 2026
Marietta Wealth Management, LLC History No change 70,015 8,193 0.84% 0.84% 37 0 0.0% Q2 2026 Aug 03, 2026
&PARTNERS History No change 68,243 8,015 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 14, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 64,730 7,574 1.09% 1.09% 39 0 0.0% Q2 2026 Jul 29, 2026
Arcadia Wealth Management, LLC History No change 61,199 7,161 2.25% 2.25% 40 0 0.0% Q2 2026 Jul 20, 2026
Aptus Capital Advisors, LLC History No change 60,344 7,061 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 59,976 7,018 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 12, 2026
Sunburst Financial Group, LLC History No change 58,544 6,850 1.11% 1.11% 43 0 0.0% Q2 2026 Jul 08, 2026
IHT Wealth Management, LLC History No change 57,532 6,732 0.14% 0.14% 44 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 56,663 6,630 0.04% 0.04% 45 0 0.0% Q2 2026 Jul 20, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 52,897 6,190 0.05% 0.05% 46 0 0.0% Q2 2026 Jul 23, 2026
Ipsen Advisor Group LLC History No change 52,862 6,185 3.98% 3.98% 47 0 0.0% Q2 2026 Jul 29, 2026
Steward Partners Investment Advisory, LLC History No change 52,499 6,143 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 47,904 5,605 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
Corsicana & Co. History No change 45,287 5,299 2.57% 2.57% 50 0 0.0% Q2 2026 Jul 24, 2026
Sanctuary Advisors, LLC History No change 44,894 5,253 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 13, 2026
Northwest Wealth Advisors, LLC History No change 43,587 5,100 2.93% 2.93% 52 0 0.0% Q2 2026 Jul 23, 2026
Elevation Capital Advisory, LLC History No change 43,105 5,044 1.95% 1.95% 53 0 0.0% Q2 2026 Jul 27, 2026
FMR LLC History No change 42,400 4,961 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 42,022 4,917 2.22% 2.22% 55 0 0.0% Q2 2026 Aug 07, 2026
Retirement Planning Group, LLC History No change 41,748 4,885 0.12% 0.12% 56 0 0.0% Q2 2026 Aug 05, 2026
Madison Wealth Partners, Inc History No change 40,983 4,795 0.61% 0.61% 57 0 0.0% Q2 2026 Aug 12, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 35,571 4,162 0.42% 0.42% 58 0 0.0% Q2 2026 Jul 28, 2026
Orion Porfolio Solutions, LLC History No change 35,559 4,161 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 34,173 3,998 0.05% 0.05% 60 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 33,913 3,968 0.01% 0.01% 61 0 0.0% Q2 2026 Jul 30, 2026
Bawa N Mallick Trust History No change 32,857 3,844 1.24% 1.24% 62 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 32,210 3,769 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 03, 2026
Brand Asset Management Group, Inc. History No change 32,117 3,758 0.83% 0.83% 64 0 0.0% Q2 2026 Aug 12, 2026
VestGen Advisors, LLC History No change 31,280 3,660 0.11% 0.11% 65 0 0.0% Q2 2026 Aug 11, 2026
MONEY CONCEPTS CAPITAL CORP History No change 31,091 3,638 0.17% 0.17% 66 0 0.0% Q2 2026 Aug 04, 2026
STIFEL FINANCIAL CORP History No change 30,918 3,617 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
GenWealth Group, Inc. History No change 30,489 3,567 0.56% 0.56% 68 0 0.0% Q2 2026 Jul 10, 2026
Savant Capital, LLC History No change 29,350 3,434 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 10, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 29,154 3,411 1.39% 1.39% 70 0 0.0% Q2 2026 Aug 04, 2026
Kestra Advisory Services, LLC History No change 28,120 3,290 0.01% 0.01% 71 0 0.0% Q2 2026 Jul 28, 2026
Hershey Financial Advisers, LLC History No change 27,023 3,162 2.27% 2.27% 72 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History No change 26,845 3,141 0.02% 0.02% 73 0 0.0% Q2 2026 Jul 17, 2026
Asempa Wealth Advisors History No change 26,560 3,108 2.32% 2.32% 74 0 0.0% Q2 2026 Jul 13, 2026
Financial Engines Advisors L.L.C. History No change 25,326 2,963 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 26,369 2,962 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 25,084 2,935 0.11% 0.11% 77 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History No change 24,560 2,874 0.29% 0.29% 78 0 0.0% Q2 2026 Jul 16, 2026
North Star Investment Management Corp. History No change 24,064 2,815 0.15% 0.15% 79 0 0.0% Q2 2026 Jul 28, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 23,568 2,757 0.59% 0.59% 80 0 0.0% Q2 2026 Jul 27, 2026
Arkadios Wealth Advisors History No change 23,046 2,696 0.04% 0.04% 81 0 0.0% Q2 2026 Aug 10, 2026
RWA WEALTH PARTNERS, LLC History No change 22,743 2,661 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 07, 2026
Shira Ridge Wealth Management History No change 22,117 2,588 0.9% 0.9% 83 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Financial Group, LLC / IL History No change 21,837 2,555 0.62% 0.62% 84 0 0.0% Q2 2026 Jul 30, 2026
Geneos Wealth Management Inc. History No change 21,811 2,552 0.05% 0.05% 85 0 0.0% Q2 2026 Aug 06, 2026
ROMAN BUTLER FULLERTON & CO History No change 20,872 2,388 0.57% 0.57% 86 0 0.0% Q2 2026 Aug 06, 2026
Cape Investment Advisory, Inc. History No change 20,371 2,383 0.64% 0.64% 87 0 0.0% Q2 2026 Jul 23, 2026
Greykasell Wealth Strategies, Inc. History No change 20,235 2,367 0.86% 0.86% 88 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Advisory LLC History No change 19,438 2,274 0.45% 0.45% 89 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 18,349 2,147 0.03% 0.03% 90 0 0.0% Q2 2026 Aug 06, 2026
HighTower Advisors, LLC History No change 18,345 2,146 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 05, 2026
Horst & Graben Wealth Management LLC History No change 18,219 2,107 0.28% 0.28% 92 0 0.0% Q2 2026 Jul 22, 2026
XML Financial, LLC History No change 17,902 2,094 0.15% 0.15% 93 0 0.0% Q2 2026 Jul 24, 2026
Waterloo Capital, L.P. History No change 17,839 2,087 0.12% 0.12% 94 0 0.0% Q2 2026 Jul 29, 2026
Prosperity Consulting Group, LLC History No change 17,027 1,992 0.08% 0.08% 95 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 16,690 1,953 0.32% 0.32% 96 0 0.0% Q2 2026 Jul 24, 2026
Essex Financial Services, Inc. History No change 16,571 1,939 0.1% 0.1% 97 0 0.0% Q2 2026 Aug 10, 2026
Proactive Wealth Strategies LLC History No change 16,508 1,931 0.31% 0.31% 98 0 0.0% Q2 2026 Aug 10, 2026
HRT FINANCIAL LP History No change 16,447 1,924 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 16,371 1,915 0.77% 0.77% 100 0 0.0% Q2 2026 Jul 28, 2026
Gladstone Institutional Advisory LLC History No change 15,935 1,864 0.06% 0.06% 101 0 0.0% Q2 2026 Jul 27, 2026
Towerpoint Wealth, LLC History No change 15,792 1,847 0.64% 0.64% 102 0 0.0% Q2 2026 Jul 09, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 15,744 1,842 0.04% 0.04% 103 0 0.0% Q2 2026 Jul 31, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 15,696 1,836 0.78% 0.78% 104 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 15,594 1,824 0.06% 0.06% 105 0 0.0% Q2 2026 Jul 09, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 15,570 1,822 0.45% 0.45% 106 0 0.0% Q2 2026 Jul 24, 2026
Neuberger Berman Group LLC History No change 15,557 1,820 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 15,506 1,814 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 19, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 15,461 1,809 0.09% 0.09% 109 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 15,186 1,777 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 14,945 1,748 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 28, 2026
DAVENPORT & Co LLC History No change 14,803 1,732 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 13, 2026
Gotham Asset Management, LLC History No change 14,560 1,703 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 14,534 1,700 0.04% 0.04% 114 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 14,147 1,655 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History No change 13,952 1,632 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 18, 2026
Atria Investments, Inc History No change 13,614 1,593 0.02% 0.02% 117 0 0.0% Q2 2026 Jul 28, 2026
Greenspring Advisors, LLC History No change 13,565 1,587 0.09% 0.09% 118 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Bancorp, Inc. History No change 13,502 1,580 0.41% 0.41% 119 0 0.0% Q2 2026 Jul 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 13,177 1,541 0.01% 0.01% 120 0 0.0% Q2 2026 Sep 23, 2026
IFG Advisory, LLC History No change 13,162 1,540 0.05% 0.05% 121 0 0.0% Q2 2026 Aug 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 13,138 1,537 0.35% 0.35% 122 0 0.0% Q2 2026 Aug 13, 2026
GWN SECURITIES INC. History No change 13,050 1,527 0.26% 0.26% 123 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 12,515 1,464 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History No change 12,334 1,443 0.06% 0.06% 125 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Advisory Partners LLC History No change 11,577 1,354 0.03% 0.03% 126 0 0.0% Q2 2026 Jul 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 11,543 1,350 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Paragon Private Wealth Management, LLC History No change 11,469 1,342 0.35% 0.35% 128 0 0.0% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History No change 11,417 1,336 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 03, 2026
ANB BANK History No change 10,813 1,265 0.47% 0.47% 130 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 10,338 1,209 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 04, 2026
NATIXIS ADVISORS, LLC History No change 10,269 1,201 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 10,252 1,199 0.01% 0.01% 133 0 0.0% Q2 2026 Sep 08, 2026
PKS Advisory Services, LLC History No change 10,139 1,186 0.19% 0.19% 134 0 0.0% Q2 2026 Aug 04, 2026
Cooper Financial Group History No change 9,671 1,131 0.09% 0.09% 135 0 0.0% Q2 2026 Jul 08, 2026
Goldstein Advisors, LLC History No change 9,572 1,120 0.1% 0.1% 136 0 0.0% Q2 2026 Jul 20, 2026
Brio Consultants, LLC History No change 9,252 1,082 0.13% 0.13% 137 0 0.0% Q2 2026 Aug 12, 2026
Indivisible Partners History No change 9,203 1,076 0.06% 0.06% 138 0 0.0% Q2 2026 Aug 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 9,229 1,067 0.06% 0.06% 139 0 0.0% Q2 2026 Jul 22, 2026
Focus Partners Wealth History No change 9,104 1,065 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
JGP Wealth Management, LLC History No change 9,103 1,065 0.1% 0.1% 141 0 0.0% Q2 2026 Jul 07, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 9,093 1,064 0.06% 0.06% 142 0 0.0% Q2 2026 Aug 14, 2026
Wealthquest Corp History No change 9,090 1,063 0.07% 0.07% 143 0 0.0% Q2 2026 Jul 23, 2026
PINNACLE ASSOCIATES LTD History No change 8,648 1,012 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 03, 2026
Perennial Investment Advisors, LLC History No change 8,642 1,011 0.07% 0.07% 145 0 0.0% Q2 2026 Aug 14, 2026
Livet Wealth, LLC History No change 8,582 1,004 0.58% 0.58% 146 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 8,535 998 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History No change 8,468 990 0.01% 0.01% 148 0 0.0% Q2 2026 Jul 29, 2026
Nvest Financial, LLC History No change 8,415 984 0.31% 0.31% 149 0 0.0% Q2 2026 Jul 30, 2026
Rodgers & Associates, LTD History No change 8,373 979 0.09% 0.09% 150 0 0.0% Q2 2026 Jul 21, 2026
Janney Montgomery Scott LLC History No change 8,227 963 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE TRUST CO NA History No change 8,086 946 0.08% 0.08% 152 0 0.0% Q2 2026 Jul 28, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 8,000 936 0.34% 0.34% 153 0 0.0% Q2 2026 Jul 08, 2026
Cedar Point Capital Partners, LLC History No change 8,002 936 0.54% 0.54% 154 0 0.0% Q2 2026 Jul 27, 2026
ADELL HARRIMAN & CARPENTER INC History No change 7,895 923 0.05% 0.05% 155 0 0.0% Q2 2026 Aug 04, 2026
Summit Asset Management, LLC History No change 7,845 918 0.12% 0.12% 156 0 0.0% Q2 2026 Aug 06, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 7,850 918 0.09% 0.09% 157 0 0.0% Q2 2026 Jul 29, 2026
GW HENSSLER & ASSOCIATES LTD History No change 7,677 898 0.04% 0.04% 158 0 0.0% Q2 2026 Jul 28, 2026
Strategic Financial Concepts, LLC History No change 7,673 897 0.27% 0.27% 159 0 0.0% Q2 2026 Jul 27, 2026
HHM Wealth Advisors, LLC History No change 7,625 892 0.09% 0.09% 160 0 0.0% Q2 2026 Jul 13, 2026
LRI Investments, LLC History No change 7,230 846 0.07% 0.07% 161 0 0.0% Q2 2026 Jul 14, 2026
BlackRock, Inc. History No change 7,075 827 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 07, 2026
Drake & Associates, LLC History No change 7,034 823 0.14% 0.14% 163 0 0.0% Q2 2026 Aug 10, 2026
Fortune 45 LLC History No change 6,942 812 0.35% 0.35% 164 0 0.0% Q2 2026 Aug 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 6,892 806 0.02% 0.02% 165 0 0.0% Q2 2026 Jul 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 6,871 804 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 10, 2026
INVESTED ADVISORS History No change 6,836 799 0.71% 0.71% 167 0 0.0% Q2 2026 Aug 04, 2026
Vision Capital Management, Inc. History No change 6,740 788 0.09% 0.09% 168 0 0.0% Q2 2026 Aug 10, 2026
AQR CAPITAL MANAGEMENT LLC History No change 6,395 748 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
TOEWS CORP /ADV History No change 6,355 743 0.11% 0.11% 170 0 0.0% Q2 2026 Aug 10, 2026
PATTEN & PATTEN INC/TN History No change 6,222 728 0.04% 0.04% 171 0 0.0% Q2 2026 Aug 05, 2026
Optivise Advisory Services LLC History No change 6,180 723 0.37% 0.37% 172 0 0.0% Q2 2026 Jul 13, 2026
BLAIR WILLIAM & CO/IL History No change 6,161 720 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 11, 2026
J. M. Brown & Associates Inc. History No change 6,119 716 0.41% 0.41% 174 0 0.0% Q2 2026 Jul 23, 2026
KINTRA WEALTH, LLC History No change 5,994 711 0.04% 0.04% 175 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 6,040 706 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 03, 2026
Outlook Wealth Advisors, LLC History No change 6,031 705 0.15% 0.15% 177 0 0.0% Q2 2026 Aug 03, 2026
Kera Capital Partners, Inc. History No change 5,882 688 0.07% 0.07% 178 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 5,858 685 0.13% 0.13% 179 0 0.0% Q2 2026 Aug 03, 2026
MATHER GROUP, LLC. History No change 5,837 683 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 27, 2026
Plotkin Financial Advisors, LLC History No change 5,775 675 0.28% 0.28% 181 0 0.0% Q2 2026 Aug 14, 2026
Merited Wealth, LLC History No change 5,764 674 0.48% 0.48% 182 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 5,737 671 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 5,709 668 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
MKT Advisors LLC History No change 5,810 662 0.21% 0.21% 185 0 0.0% Q2 2026 Jul 09, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,607 656 0.01% 0.01% 186 0 0.0% Q2 2026 Jul 14, 2026
J.W. COLE ADVISORS, INC. History No change 5,524 646 0.01% 0.01% 187 0 0.0% Q2 2026 Jul 21, 2026
Midwest Financial Partners Investments, Inc. History No change 5,505 644 0.27% 0.27% 188 0 0.0% Q2 2026 Jul 15, 2026
Avantra Family Wealth, Inc. History No change 5,400 631 0.4% 0.4% 189 0 0.0% Q2 2026 Jul 29, 2026
Courage Miller Partners, LLC History No change 5,180 606 0.16% 0.16% 190 0 0.0% Q2 2026 Jul 23, 2026
Mutual Advisors, LLC History No change 5,166 604 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 5,138 601 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 12, 2026
Bouchey Financial Group, Ltd. History No change 5,060 592 0.04% 0.04% 193 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Financial Group, LLC /NE/ History No change 5,041 589 0.36% 0.36% 194 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,987 583 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 4,941 578 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
SK Wealth Management, LLC History No change 4,869 570 0.13% 0.13% 197 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Group, LLC History No change 4,860 568 0.03% 0.03% 198 0 0.0% Q2 2026 Jul 27, 2026
Milestone Investment Advisors LLC History No change 4,825 564 0.12% 0.12% 199 0 0.0% Q2 2026 Aug 14, 2026
FLAGSTAR SECURITIES, INC History No change 4,773 558 0.17% 0.17% 200 0 0.0% Q2 2026 Jul 15, 2026
Aspect Partners, LLC History No change 4,755 556 0.21% 0.21% 201 0 0.0% Q2 2026 Jul 16, 2026
Strategic Blueprint, LLC History No change 4,609 539 0.03% 0.03% 202 0 0.0% Q2 2026 Jul 23, 2026
SCS Capital Management LLC History No change 4,575 535 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 06, 2026
Valpey Financial Services, LLC History No change 4,529 530 0.32% 0.32% 204 0 0.0% Q2 2026 Aug 11, 2026
Paladin Advisory Group, LLC History No change 4,490 525 0.35% 0.35% 205 0 0.0% Q2 2026 Jul 28, 2026
LJI Wealth Management, LLC History No change 4,427 518 0.07% 0.07% 206 0 0.0% Q2 2026 Jul 31, 2026
Equitable Holdings, Inc. History No change 4,421 517 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 17, 2026
EP Wealth Advisors, LLC History No change 4,328 506 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 11, 2026
Roof Eidam Maycock Peralta, LLC History No change 4,250 497 0.1% 0.1% 209 0 0.0% Q2 2026 Jul 24, 2026
Syntegra Private Wealth Group, LLC History No change 4,244 496 0.04% 0.04% 210 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 4,220 493 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 4,198 491 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History No change 4,178 488 0.01% 0.01% 213 0 0.0% Q2 2026 Jul 10, 2026
Accel Wealth Management History No change 4,073 476 0.11% 0.11% 214 0 0.0% Q2 2026 Jul 10, 2026
Arax Advisory Partners History No change 4,060 475 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 3,939 460 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 11, 2026
Joel Adams & Associates, Inc. History No change 3,880 454 0.29% 0.29% 217 0 0.0% Q2 2026 Aug 06, 2026
Diversify Advisory Services, LLC History No change 4,037 448 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 4,037 448 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 29, 2026
Elevation Wealth Management LLC History No change 3,787 443 0.33% 0.33% 220 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 3,740 437 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 17, 2026
COMMERCE BANK History No change 3,703 433 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 12, 2026
Paragon Capital Management Ltd History No change 3,634 425 0.08% 0.08% 223 0 0.0% Q2 2026 Jul 29, 2026
Gilman Hill Asset Management, LLC History No change 3,460 404 0.06% 0.06% 224 0 0.0% Q2 2026 Jul 09, 2026
BROWN ADVISORY INC History No change 3,297 385 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 3,258 377 0.02% 0.02% 226 0 0.0% Q2 2026 Jul 28, 2026
GTS SECURITIES LLC History No change 3,192 373 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 14, 2026
Evanson Financial, LLC History No change 3,100 362 0.02% 0.02% 228 0 0.0% Q2 2026 Jul 07, 2026
Baird Financial Group, Inc. History No change 3,078 360 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 12, 2026
EAGLE GLOBAL ADVISORS LLC History No change 3,015 352 0.01% 0.01% 230 0 0.0% Q2 2026 Jul 30, 2026
M&T BANK CORP History No change 3,000 351 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 04, 2026
Good Harbor Advisors, Inc. History No change 3,000 351 0.34% 0.34% 232 0 0.0% Q2 2026 Jul 17, 2026
Kelman-Lazarov, Inc. History No change 2,966 347 0.05% 0.05% 233 0 0.0% Q2 2026 Aug 10, 2026
First Heartland Consultants, Inc. History No change 2,952 345 0.02% 0.02% 234 0 0.0% Q2 2026 Jul 08, 2026
AlphaCore Capital LLC History No change 2,850 333 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 06, 2026
World Investment Advisors History No change 3,460 330 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History No change 2,805 328 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Advisors, LLC History No change 2,802 327 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 11, 2026
Valeo Financial Advisors, LLC History No change 2,761 323 0.01% 0.01% 239 0 0.0% Q2 2026 Jul 08, 2026
HARBOUR INVESTMENTS, INC. History No change 2,754 322 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 12, 2026
KPP Advisory Services LLC History No change 2,758 322 0.04% 0.04% 241 0 0.0% Q2 2026 Jul 24, 2026
Kaydan Wealth Management, Inc. History No change 2,750 321 0.1% 0.1% 242 0 0.0% Q2 2026 Jul 24, 2026
SOA Wealth Advisors, LLC. History No change 2,712 317 0.05% 0.05% 243 0 0.0% Q2 2026 Jul 21, 2026
EASTERN BANK History Added to 2,707 316 0.0% 0.0% 244 +217 8.71% Q3 2026 Oct 05, 2026
Fiduciary Alliance LLC History No change 2,692 315 0.02% 0.02% 245 0 0.0% Q2 2026 Jul 20, 2026
Sherman Wealth Management LLC History No change 2,643 309 0.23% 0.23% 246 0 0.0% Q2 2026 Jul 09, 2026
Platt Investment Counsel, LLC History No change 2,638 308 0.21% 0.21% 247 0 0.0% Q2 2026 Jul 08, 2026
MGO ONE SEVEN LLC History No change 2,614 305 0.01% 0.01% 248 0 0.0% Q2 2026 Jul 31, 2026
Laurel Wealth Advisors LLC History No change 2,600 304 0.03% 0.03% 249 0 0.0% Q2 2026 Jul 17, 2026
RFG Advisory, LLC History No change 2,539 297 0.0% 0.0% 250 0 0.0% Q2 2026 Jul 15, 2026
McHugh Group, LLC History No change 2,530 296 0.15% 0.15% 251 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Advisory, LLC History No change 2,525 295 0.02% 0.02% 252 0 0.0% Q2 2026 Jul 29, 2026
Mathes Company, Inc. History No change 2,500 293 0.09% 0.09% 253 0 0.0% Q2 2026 Aug 11, 2026
FIRST INTERSTATE BANK History No change 2,500 292 0.02% 0.02% 254 0 0.0% Q2 2026 Jul 24, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,500 292 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 2,471 289 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 23, 2026
BridgePort Financial Solutions, LLC History No change 2,468 288 0.07% 0.07% 257 0 0.0% Q2 2026 Jul 24, 2026
OPINICUS CAPITAL, INC. History No change 2,443 285 0.15% 0.15% 258 0 0.0% Q2 2026 Jul 27, 2026
Destination Wealth Management History No change 2,407 281 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 14, 2026
Family Investment Center, Inc. History No change 2,398 280 0.05% 0.05% 260 0 0.0% Q2 2026 Jul 23, 2026
Nilsine Partners, LLC History No change 2,400 280 0.02% 0.02% 261 0 0.0% Q2 2026 Jul 24, 2026
Blue Sky Capital Consultants Group, Inc. History No change 2,380 278 0.12% 0.12% 262 0 0.0% Q2 2026 Aug 04, 2026
Belvedere Trading LLC History No change 2,362 276 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 31, 2026
NWAM LLC History No change 2,333 273 0.01% 0.01% 264 0 0.0% Q2 2026 Jul 23, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 2,325 272 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 12, 2026
Arlington Financial Advisors, LLC History No change 2,319 271 0.03% 0.03% 266 0 0.0% Q2 2026 Jul 22, 2026
Kestra Investment Management, LLC History No change 2,293 268 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 05, 2026
Regal Investment Advisors LLC History No change 2,248 263 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 2,250 263 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 2,243 262 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 2,224 260 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 2,223 260 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 06, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 2,203 257 0.01% 0.01% 273 0 0.0% Q2 2026 Jul 27, 2026
New Insight Wealth Advisors History No change 2,191 256 0.08% 0.08% 274 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Advisor Solutions LLC History No change 2,155 252 0.01% 0.01% 275 0 0.0% Q2 2026 Jul 07, 2026
Sowell Financial Services LLC History No change 2,152 251 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Financial Partners, Inc. History No change 2,145 251 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
RED REEF ADVISORS LLC History No change 2,137 250 0.23% 0.23% 278 0 0.0% Q2 2026 Jul 23, 2026
5T Wealth, LLC History No change 2,091 244 0.09% 0.09% 279 0 0.0% Q2 2026 Jul 21, 2026
REDSTONE WEALTH MANAGEMENT, LLC History No change 2,090 244 0.16% 0.16% 280 0 0.0% Q2 2026 Jul 15, 2026
CoreCap Advisors, LLC History No change 2,082 243 0.01% 0.01% 281 0 0.0% Q2 2026 Jul 06, 2026
AE Wealth Management LLC History No change 2,027 237 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 03, 2026
Cadent Capital Advisors, LLC History No change 2,030 237 0.05% 0.05% 283 0 0.0% Q2 2026 Jul 13, 2026
FLOYD FINANCIAL GROUP LLC History No change 2,000 232 0.15% 0.15% 284 0 0.0% Q2 2026 Jul 22, 2026
WealthPlan Investment Management, LLC History No change 1,962 229 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,952 228 0.02% 0.02% 286 0 0.0% Q2 2026 Jul 07, 2026
WBH ADVISORY INC History No change 1,939 226 0.02% 0.02% 287 0 0.0% Q2 2026 Aug 05, 2026
Family Legacy, Inc. History No change 1,886 220 0.06% 0.06% 288 0 0.0% Q2 2026 Aug 06, 2026
Spectrum Wealth Advisory Group, LLC History No change 1,761 206 0.06% 0.06% 289 0 0.0% Q2 2026 Aug 06, 2026
Pathway Financial Advisors LLC History No change 1,805 205 0.02% 0.02% 290 0 0.0% Q2 2026 Jul 06, 2026
Crewe Advisors LLC History No change 1,740 203 0.01% 0.01% 291 0 0.0% Q2 2026 Jul 23, 2026
TRED AVON FAMILY WEALTH, LLC History No change 1,730 202 0.06% 0.06% 292 0 0.0% Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,647 193 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,595 186 0.01% 0.01% 294 0 0.0% Q2 2026 Jul 21, 2026
Godfrey Financial Associates, Inc. History No change 1,545 180 0.14% 0.14% 295 0 0.0% Q2 2026 Aug 11, 2026
TSFG, LLC History No change 1,300 152 0.02% 0.02% 296 0 0.0% Q2 2026 Jul 23, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,200 141 0.04% 0.04% 297 0 0.0% Q2 2026 Jul 30, 2026
ATWOOD & PALMER INC History No change 1,130 132 0.01% 0.01% 298 0 0.0% Q2 2026 Jul 08, 2026
Regatta Research & Money Management History No change 1,116 130 0.12% 0.12% 299 0 0.0% Q2 2026 Aug 11, 2026
Cedar Mountain Advisors, LLC History No change 1,020 119 0.02% 0.02% 300 0 0.0% Q2 2026 Jul 02, 2026