iSHARES TRUST - IMCG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 3,006,105 | 295,500 | 2.21% | 2.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 2,871,946 | 282,312 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RMG Wealth Management LLC | History | No change | 1,332,132 | 133,878 | 13.81% | 13.81% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,316,703 | 129,432 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,137,839 | 111,849 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,021,825 | 100,366 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 993,164 | 97,627 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 970,838 | 95,433 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allegheny Financial Group | History | No change | 622,184 | 61,160 | 6.49% | 6.49% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 577,867 | 56,804 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 542,966 | 53,380 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 529,891 | 52,088 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 440,630 | 43,313 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 436,059 | 42,864 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 430,919 | 42,359 | 4.45% | 4.45% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 422,531 | 41,534 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 390,783 | 37,331 | 4.7% | 4.7% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avior Wealth Management, LLC | History | No change | 310,631 | 30,535 | 0.8% | 0.8% | 18 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | No change | 305,921 | 30,072 | 0.2% | 0.2% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orgel Wealth Management, LLC | History | No change | 284,164 | 27,933 | 0.53% | 0.53% | 20 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cosner Financial Group, LLC | History | No change | 277,581 | 27,294 | 14.02% | 14.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 263,644 | 25,916 | 2.95% | 2.95% | 22 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 243,505 | 23,936 | 5.76% | 5.76% | 23 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 239,990 | 23,590 | 5.2% | 5.2% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rodgers & Associates, LTD | History | No change | 236,684 | 23,266 | 2.11% | 2.11% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IAG Wealth Partners, LLC | History | No change | 225,135 | 22,130 | 2.19% | 2.19% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 212,859 | 20,924 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Matrix Trust Co | History | No change | 205,307 | 20,182 | 2.93% | 2.93% | 28 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steele Capital Management, Inc. | History | No change | 205,307 | 20,181 | 0.74% | 0.74% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 196,090 | 19,275 | 0.36% | 0.36% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockport Wealth LLC | History | No change | 194,329 | 19,102 | 3.21% | 3.21% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 192,454 | 18,917 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 167,366 | 16,452 | 1.55% | 1.55% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Eagle Strategies LLC | History | No change | 159,643 | 15,692 | 1.56% | 1.56% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 163,480 | 15,546 | 7.0% | 7.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 150,569 | 14,800 | 6.61% | 6.61% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 145,713 | 14,323 | 0.68% | 0.68% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 144,173 | 14,172 | 0.13% | 0.13% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 144,107 | 14,165 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 142,953 | 14,052 | 0.67% | 0.67% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 136,468 | 12,935 | 2.55% | 2.55% | 41 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sigma Planning Corp | History | No change | 130,983 | 12,875 | 0.32% | 0.32% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 122,950 | 12,085 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 114,776 | 11,283 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Scott Capital Advisors, LLC | History | No change | 113,384 | 11,145 | 1.75% | 1.75% | 45 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 113,377 | 11,144 | 2.63% | 2.63% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tandem Financial, LLC | History | No change | 112,506 | 11,059 | 3.33% | 3.33% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Certified Advisory Corp | History | No change | 111,060 | 10,917 | 0.88% | 0.88% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OxenFree Capital LLC | History | No change | 111,446 | 10,802 | 4.95% | 4.95% | 49 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 109,197 | 10,734 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFS Partners, LLC | History | No change | 103,991 | 10,222 | 4.14% | 4.14% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 98,557 | 9,688 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 98,428 | 9,675 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 90,518 | 8,897 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 84,468 | 8,303 | 4.97% | 4.97% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 83,528 | 8,210 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Verde Capital Management | History | No change | 81,701 | 8,031 | 1.48% | 1.48% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ipsen Advisor Group LLC | History | No change | 80,652 | 7,928 | 5.1% | 5.1% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 79,975 | 7,861 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DDFG, Inc | History | No change | 79,702 | 7,834 | 1.56% | 1.56% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 73,252 | 7,200 | 1.15% | 1.15% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 72,745 | 7,150 | 2.05% | 2.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 71,217 | 6,930 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 69,500 | 6,831 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 66,107 | 6,498 | 1.92% | 1.92% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 65,227 | 6,411 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Premier Private Wealth Management LLC | History | No change | 65,033 | 6,392 | 5.59% | 5.59% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 63,687 | 6,260 | 1.42% | 1.42% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Chaney Capital Management, Inc. | History | No change | 62,511 | 6,144 | 1.93% | 1.93% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 61,627 | 5,992 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kellett Wealth Advisors, LLC | History | No change | 59,428 | 5,841 | 2.72% | 2.72% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversify Advisory Services, LLC | History | No change | 58,498 | 5,607 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 58,498 | 5,607 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Trust | History | No change | 56,431 | 5,547 | 0.43% | 0.43% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Asset Management, LLC | History | No change | 56,256 | 5,529 | 0.71% | 0.71% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 55,500 | 5,455 | 1.95% | 1.95% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 54,347 | 5,342 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 55,403 | 5,340 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 53,560 | 5,264 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtus Wealth Solutions LLC | History | No change | 52,133 | 5,124 | 0.7% | 0.7% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 51,858 | 5,097 | 0.21% | 0.21% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Faithward Advisors, LLC | History | No change | 51,753 | 5,087 | 0.62% | 0.62% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 51,762 | 5,085 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 50,878 | 5,001 | 2.03% | 2.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NWAM LLC | History | No change | 49,612 | 4,876 | 0.24% | 0.24% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 48,887 | 4,806 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 48,132 | 4,731 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospect Financial Services LLC | History | No change | 46,859 | 4,606 | 2.33% | 2.33% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Black Diamond Financial, LLC | History | No change | 42,962 | 4,223 | 0.37% | 0.37% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| James J. Burns & Company, LLC | History | No change | 42,266 | 4,154 | 0.45% | 0.45% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 40,673 | 3,998 | 0.44% | 0.44% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 40,541 | 3,985 | 1.82% | 1.82% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Retirement Planning Group, LLC | History | No change | 37,847 | 3,720 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Towne Trust Company, N.A | History | No change | 37,100 | 3,646 | 1.11% | 1.11% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Accel Wealth Management | History | No change | 33,332 | 3,276 | 0.74% | 0.74% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 32,674 | 3,211 | 0.27% | 0.27% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ignite Planners, LLC | History | No change | 32,575 | 3,203 | 0.44% | 0.44% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Family Legacy, Inc. | History | No change | 31,889 | 3,134 | 0.84% | 0.84% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 31,469 | 3,093 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 30,966 | 3,043 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 30,934 | 3,040 | 0.29% | 0.29% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Square, LLC | History | No change | 30,581 | 2,973 | 1.31% | 1.31% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 30,105 | 2,959 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 29,812 | 2,930 | 1.83% | 1.83% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 29,730 | 2,922 | 0.23% | 0.23% | 105 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 28,915 | 2,842 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AIRE ADVISORS, LLC | History | No change | 28,845 | 2,835 | 0.46% | 0.46% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investment Services, LLC | History | No change | 27,878 | 2,740 | 0.76% | 0.76% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | No change | 27,552 | 2,634 | 0.2% | 0.2% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | No change | 26,035 | 2,559 | 1.88% | 1.88% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| United Advisor Group, LLC | History | No change | 25,901 | 2,546 | 0.27% | 0.27% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 25,337 | 2,490 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,151 | 2,374 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Visionary Wealth Advisors | History | No change | 23,915 | 2,350 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 22,565 | 2,218 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 22,528 | 2,214 | 0.17% | 0.17% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 22,344 | 2,196 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 22,178 | 2,180 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Bank & Trust | History | No change | 22,163 | 2,178 | 0.32% | 0.32% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 21,892 | 2,152 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stanich Group LLC | History | No change | 21,771 | 2,140 | 1.35% | 1.35% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 21,087 | 2,070 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 20,983 | 2,062 | 0.58% | 0.58% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 20,653 | 2,030 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20,590 | 2,023 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Courage Miller Partners, LLC | History | No change | 20,481 | 2,013 | 0.53% | 0.53% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 20,133 | 1,980 | 0.23% | 0.23% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nilsine Partners, LLC | History | No change | 19,690 | 1,935 | 0.13% | 0.13% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bonfire Financial | History | No change | 19,584 | 1,925 | 1.24% | 1.24% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 19,178 | 1,885 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 18,832 | 1,851 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 18,723 | 1,840 | 0.44% | 0.44% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,560 | 1,824 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carnegie Investment Counsel | History | No change | 18,416 | 1,810 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,402 | 1,808 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 18,682 | 1,769 | 0.21% | 0.21% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 17,628 | 1,732 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 17,628 | 1,732 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 17,554 | 1,725 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 17,420 | 1,712 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 17,081 | 1,679 | 1.13% | 1.13% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equity Wealth Partners, LLC | History | No change | 16,963 | 1,667 | 0.6% | 0.6% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McAdam, LLC | History | No change | 16,701 | 1,641 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DAVENPORT & Co LLC | History | No change | 15,856 | 1,558 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 15,732 | 1,546 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HF Advisory Group, LLC | History | No change | 15,258 | 1,499 | 0.46% | 0.46% | 146 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Neumann Capital Management, LLC | History | No change | 15,076 | 1,481 | 0.98% | 0.98% | 147 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 14,568 | 1,432 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 14,370 | 1,412 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 13,489 | 1,325 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,404 | 1,317 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,400 | 1,317 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 13,234 | 1,300 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 13,223 | 1,299 | 0.54% | 0.54% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KPP Advisory Services LLC | History | No change | 12,803 | 1,258 | 0.16% | 0.16% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 12,443 | 1,223 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Analysts, LLC | History | No change | 12,429 | 1,221 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 12,282 | 1,207 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 12,110 | 1,190 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,003 | 1,179 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LaFleur & Godfrey LLC | History | No change | 11,989 | 1,178 | 0.14% | 0.14% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,873 | 1,167 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 11,870 | 1,166 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 11,862 | 1,166 | 0.22% | 0.22% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 11,851 | 1,164 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 11,767 | 1,157 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 11,571 | 1,137 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,353 | 1,116 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 11,211 | 1,102 | 0.34% | 0.34% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,114 | 1,092 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 10,930 | 1,074 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Madison Wealth Partners, Inc | History | No change | 10,895 | 1,070 | 0.14% | 0.14% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 10,878 | 1,069 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 10,660 | 1,047 | 0.3% | 0.3% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MAI Capital Management | History | No change | 10,570 | 1,039 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 10,351 | 1,017 | 0.27% | 0.27% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | No change | 10,294 | 1,011 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 10,166 | 999 | 0.41% | 0.41% | 178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,027 | 985 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WILLNER & HELLER, LLC | History | No change | 9,805 | 963 | 0.6% | 0.6% | 180 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 9,774 | 960 | 0.51% | 0.51% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carrera Capital Advisors | History | No change | 9,544 | 938 | 0.14% | 0.14% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Advisors | History | No change | 9,454 | 929 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 9,314 | 915 | 0.35% | 0.35% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Freedom, LLC | History | No change | 9,306 | 914 | 0.42% | 0.42% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CPWA, LLC | History | No change | 9,307 | 914 | 1.06% | 1.06% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Truepoint, Inc. | History | No change | 9,151 | 899 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 9,088 | 893 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AtlasMark Financial, Inc | History | No change | 9,000 | 884 | 0.44% | 0.44% | 189 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Regal Investment Advisors LLC | History | No change | 8,935 | 878 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 8,920 | 876 | 0.36% | 0.36% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,899 | 874 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 8,753 | 860 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 8,617 | 847 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 8,606 | 845 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compound Planning, Inc. | History | No change | 8,482 | 833 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,419 | 827 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 8,398 | 825 | 0.33% | 0.33% | 198 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | No change | 8,215 | 807 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 8,041 | 790 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 8,021 | 788 | 0.28% | 0.28% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Michels Family Financial, LLC | History | No change | 8,002 | 786 | 0.5% | 0.5% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgewood Investments LLC | History | No change | 8,282 | 777 | 0.29% | 0.3% | 203 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Falcon Wealth Planning | History | No change | 7,831 | 769 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advisory Services Network, LLC | History | No change | 7,518 | 739 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 7,209 | 708 | 0.06% | 0.06% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 7,113 | 699 | 0.43% | 0.43% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,076 | 695 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | No change | 7,124 | 665 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 6,686 | 657 | 0.36% | 0.36% | 210 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quantinno Capital Management LP | History | No change | 6,565 | 645 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | No change | 6,518 | 640 | 0.11% | 0.11% | 212 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,475 | 636 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 6,413 | 630 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 6,279 | 617 | 0.19% | 0.19% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 6,283 | 617 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 6,181 | 607 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearbridge Investments, LLC | History | No change | 6,174 | 606 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Allocation Strategies LLC | History | No change | 6,019 | 591 | 0.09% | 0.09% | 219 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 6,165 | 586 | 0.18% | 0.18% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 5,948 | 584 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innova Wealth Partners | History | No change | 5,932 | 583 | 0.24% | 0.24% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthTrak Capital Management LLC | History | No change | 5,831 | 573 | 0.38% | 0.38% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 5,762 | 566 | 0.31% | 0.31% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 6,035 | 566 | 0.04% | 0.05% | 225 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 5,597 | 550 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GWN SECURITIES INC. | History | No change | 5,599 | 550 | 0.09% | 0.09% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,575 | 548 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fermata Advisors, LLC | History | No change | 5,524 | 543 | 0.11% | 0.11% | 229 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Addison Advisors LLC | History | No change | 5,505 | 541 | 0.26% | 0.26% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,500 | 540 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kaizen Financial Strategies | History | No change | 5,360 | 524 | 0.17% | 0.17% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | No change | 5,201 | 511 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Revisor Wealth Management LLC | History | No change | 5,170 | 508 | 0.12% | 0.12% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 5,120 | 503 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 5,100 | 501 | 0.07% | 0.07% | 236 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | No change | 5,088 | 500 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 4,950 | 486 | 0.15% | 0.15% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triangle Securities Wealth Management | History | No change | 4,824 | 474 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Davis Investment Partners, LLC | History | No change | 4,800 | 471 | 0.14% | 0.14% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,774 | 469 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 4,700 | 462 | 0.3% | 0.3% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trust Point Inc. | History | No change | 4,651 | 457 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| American Money Management, LLC | History | No change | 4,630 | 455 | 0.06% | 0.06% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management Group, Inc. | History | No change | 4,568 | 449 | 0.07% | 0.07% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everstar Asset Management, LLC | History | No change | 4,564 | 448 | 0.22% | 0.22% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 4,500 | 442 | 0.09% | 0.09% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Journey Advisory Group, LLC | History | No change | 4,385 | 431 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LexAurum Advisors, LLC | History | No change | 4,355 | 428 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 4,335 | 426 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unified Investment Management | History | No change | 4,290 | 421 | 0.39% | 0.39% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,189 | 411 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 4,109 | 403 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 4,094 | 402 | 0.1% | 0.1% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LongView Wealth Management | History | No change | 4,071 | 400 | 0.1% | 0.1% | 255 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TAGStone Capital, Inc. | History | No change | 4,068 | 399 | 0.13% | 0.13% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Secure Asset Management, LLC | History | No change | 4,052 | 398 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jacobi Capital Management LLC | History | No change | 4,021 | 395 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 4,064 | 392 | 0.09% | 0.09% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 3,997 | 392 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Monetary Solutions, Ltd | History | No change | 3,996 | 392 | 0.34% | 0.34% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,961 | 389 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 3,950 | 388 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,946 | 387 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northern Capital Management, Inc. | History | No change | 3,880 | 381 | 0.16% | 0.16% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 3,840 | 377 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clark Asset Management, LLC | History | No change | 3,842 | 377 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 3,827 | 376 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rede Wealth, LLC | History | No change | 3,786 | 372 | 0.12% | 0.12% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,639 | 357 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 3,623 | 356 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | No change | 3,614 | 355 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,561 | 350 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 3,504 | 344 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XY Planning Network, Inc. | History | No change | 3,503 | 344 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 3,490 | 343 | 0.08% | 0.08% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 3,487 | 342 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 3,479 | 341 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,401 | 334 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,405 | 334 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FCG Investment Co | History | No change | 3,391 | 333 | 0.12% | 0.12% | 281 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 3,360 | 330 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,301 | 324 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 3,244 | 318 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 4,032 | 317 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 3,219 | 316 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,200 | 314 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,197 | 314 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,153 | 309 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 3,150 | 309 | 0.14% | 0.14% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | No change | 3,122 | 306 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 3,103 | 305 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kendall Capital Management | History | No change | 3,072 | 301 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,071 | 298 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evanson Financial, LLC | History | No change | 3,000 | 294 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Indivisible Partners | History | No change | 2,870 | 282 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAM Investment Partners, LLC | History | No change | 2,865 | 281 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asempa Wealth Advisors | History | No change | 2,797 | 274 | 0.2% | 0.2% | 298 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,780 | 273 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 2,793 | 271 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |