iSHARES TRUST - IOO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 28,718,562 | 3,922,955 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,809,336 | 383,755 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 1,261,279 | 172,290 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,150,470 | 157,154 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,135,955 | 155,171 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 659,212 | 90,048 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 604,847 | 82,622 | 0.93% | 0.93% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 438,040 | 59,836 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 416,132 | 56,843 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 408,367 | 55,782 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 344,984 | 47,124 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 338,608 | 46,253 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 305,892 | 41,784 | 3.06% | 3.06% | 13 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 297,859 | 40,687 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 260,139 | 35,543 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 246,365 | 33,653 | 0.29% | 0.29% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 244,770 | 33,431 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 237,840 | 32,488 | 6.51% | 6.51% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 207,851 | 28,392 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 189,696 | 25,912 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 162,393 | 22,182 | 0.26% | 0.26% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 161,522 | 22,069 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 158,522 | 21,654 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Allocation Strategies LLC | History | No change | 146,999 | 20,080 | 3.09% | 3.09% | 24 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 148,109 | 19,812 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 143,237 | 19,566 | 1.79% | 1.79% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Capital Management, LLC | History | No change | 160,624 | 19,430 | 0.54% | 0.54% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 141,263 | 19,296 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bluesphere Advisors LLC | History | No change | 132,983 | 18,165 | 5.61% | 5.61% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Retirement Management Systems Inc. | History | No change | 123,827 | 16,914 | 3.46% | 3.46% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 122,176 | 16,689 | 0.8% | 0.8% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Annex Advisory Services, LLC | History | No change | 115,451 | 15,770 | 0.27% | 0.27% | 32 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 113,209 | 15,464 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Flagship Private Wealth, LLC | History | No change | 108,754 | 14,855 | 5.25% | 5.25% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hudock, Inc. | History | No change | 106,044 | 14,485 | 1.85% | 1.85% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Certified Advisory Corp | History | No change | 103,359 | 14,115 | 1.14% | 1.14% | 36 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 100,391 | 13,713 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 93,740 | 12,804 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Green Ridge Wealth Planning LLC | History | No change | 93,076 | 12,714 | 5.35% | 5.35% | 39 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 91,741 | 12,531 | 4.55% | 4.55% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 86,375 | 11,798 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 84,410 | 11,530 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 72,583 | 9,914 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 71,515 | 9,768 | 1.3% | 1.3% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 69,290 | 9,465 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 66,599 | 9,097 | 0.18% | 0.18% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Empowered Funds, LLC | History | No change | 65,482 | 8,944 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 61,661 | 8,422 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 59,564 | 8,136 | 0.16% | 0.16% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 58,948 | 8,052 | 0.2% | 0.2% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 57,950 | 7,915 | 5.26% | 5.26% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 57,553 | 7,862 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 55,030 | 7,517 | 0.14% | 0.14% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 53,355 | 7,288 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NFSG Corp | History | No change | 52,921 | 7,228 | 0.89% | 0.89% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 50,488 | 6,897 | 0.7% | 0.7% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 49,920 | 6,819 | 0.68% | 0.68% | 57 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Whelan Financial | History | No change | 48,575 | 6,635 | 1.81% | 1.81% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 46,549 | 6,358 | 0.26% | 0.26% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 45,850 | 6,263 | 0.38% | 0.38% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 44,555 | 6,032 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gallagher Capital Advisors, LLC | History | No change | 43,252 | 5,908 | 3.38% | 3.38% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 43,018 | 5,876 | 0.23% | 0.23% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 41,610 | 5,683 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 41,458 | 5,663 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 40,736 | 5,564 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 40,554 | 5,491 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 39,372 | 5,378 | 0.66% | 0.66% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bleakley Financial Group, LLC | History | No change | 38,193 | 5,217 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 36,835 | 5,031 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | No change | 36,732 | 5,017 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 36,127 | 4,934 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | No change | 36,048 | 4,924 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 35,021 | 4,783 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 34,808 | 4,754 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 34,717 | 4,742 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 33,254 | 4,542 | 1.8% | 1.8% | 77 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 33,086 | 4,519 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 31,630 | 4,320 | 1.16% | 1.16% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 31,316 | 4,277 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 31,091 | 4,246 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Powell Investment Advisors, LLC | History | No change | 29,651 | 4,050 | 1.28% | 1.28% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 29,126 | 3,978 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital International Investors | History | No change | 28,267 | 3,827 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 27,646 | 3,776 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy CG, LLC | History | No change | 27,352 | 3,736 | 0.96% | 0.96% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 27,057 | 3,697 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rathbones Group PLC | History | No change | 26,100 | 3,565 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 25,783 | 3,521 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 25,731 | 3,514 | 0.68% | 0.68% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 25,214 | 3,444 | 0.16% | 0.16% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 25,145 | 3,434 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 24,895 | 3,400 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 24,427 | 3,336 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Advisory Services, LLC | History | No change | 23,850 | 3,257 | 2.29% | 2.29% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Financial Network, Inc. | History | No change | 23,376 | 3,193 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 21,225 | 2,899 | 0.38% | 0.38% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 20,747 | 2,834 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BigSur Wealth Management LLC | History | No change | 20,076 | 2,742 | 0.66% | 0.66% | 99 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 19,928 | 2,722 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 19,875 | 2,704 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| R2 Capital Strategies, LLC | History | No change | 19,546 | 2,670 | 1.21% | 1.21% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 19,224 | 2,625 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Curbstone Financial Management Corp | History | No change | 19,150 | 2,615 | 0.45% | 0.45% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 19,010 | 2,596 | 1.09% | 1.09% | 105 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18,407 | 2,514 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 16,800 | 2,294 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 16,548 | 2,260 | 0.2% | 0.2% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waverly Advisors, LLC | History | No change | 16,282 | 2,224 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 15,780 | 2,155 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 15,403 | 2,104 | 0.9% | 0.9% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 15,078 | 2,059 | 0.14% | 0.14% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alexis Investment Partners, LLC | History | No change | 15,132 | 2,048 | 1.2% | 1.2% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 14,909 | 2,036 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 13,949 | 1,905 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 13,675 | 1,867 | 0.89% | 0.89% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 13,452 | 1,844 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creekside Partners | History | No change | 13,441 | 1,836 | 0.66% | 0.66% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 13,251 | 1,810 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Banque Transatlantique SA | History | No change | 12,998 | 1,775 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avior Wealth Management, LLC | History | No change | 12,521 | 1,710 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,408 | 1,694 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NICOLET BANKSHARES INC | History | No change | 12,159 | 1,686 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 12,348 | 1,686 | 0.93% | 0.93% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 11,967 | 1,634 | 0.6% | 0.6% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 11,356 | 1,551 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 11,259 | 1,537 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Visionary Wealth Advisors | History | No change | 10,713 | 1,463 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 10,652 | 1,455 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Drake & Associates, LLC | History | No change | 10,344 | 1,412 | 0.24% | 0.24% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,188 | 1,391 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 10,149 | 1,386 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,124 | 1,382 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 10,115 | 1,381 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,779 | 1,335 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 9,709 | 1,326 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 9,425 | 1,287 | 0.83% | 0.83% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hilltop Holdings Inc. | History | No change | 9,373 | 1,280 | 0.1% | 0.1% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 9,250 | 1,263 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Focus Partners Wealth | History | No change | 9,077 | 1,239 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 8,723 | 1,191 | 0.79% | 0.79% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KPP Advisory Services LLC | History | No change | 8,695 | 1,187 | 0.15% | 0.15% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 8,481 | 1,158 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RFG Advisory, LLC | History | No change | 8,344 | 1,139 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 8,254 | 1,127 | 0.13% | 0.13% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Heartland Consultants, Inc. | History | No change | 7,907 | 1,080 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 7,900 | 1,079 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Wealth Advisors LLC | History | No change | 7,696 | 1,051 | 0.95% | 0.95% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BCS Wealth Management | History | No change | 7,673 | 1,048 | 0.19% | 0.19% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DMKC Advisory Services, LLC | History | No change | 7,649 | 1,044 | 0.2% | 0.2% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 7,215 | 1,005 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 7,359 | 1,005 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Merit Financial Group, LLC | History | No change | 7,330 | 1,001 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7,045 | 962 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 7,005 | 956 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,006 | 956 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,954 | 949 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,950 | 949 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 6,952 | 949 | 0.24% | 0.24% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 6,940 | 947 | 0.45% | 0.45% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,692 | 914 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| World Investment Advisors | History | No change | 7,522 | 909 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 6,155 | 897 | 0.36% | 0.36% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Freedom, LLC | History | No change | 6,306 | 861 | 0.4% | 0.4% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 6,203 | 847 | 0.13% | 0.13% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Balefire, LLC | History | No change | 6,159 | 841 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,106 | 834 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 6,067 | 828 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 6,008 | 821 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 5,888 | 804 | 0.2% | 0.2% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,710 | 779 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,702 | 778 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,460 | 745 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 5,442 | 743 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 5,257 | 718 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 5,157 | 704 | 0.44% | 0.44% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,106 | 697 | 0.07% | 0.07% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 5,103 | 697 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO | History | No change | 5,000 | 693 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Virtu Financial LLC | History | No change | 5,009 | 684 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weaver Consulting Group | History | No change | 5,014 | 684 | 0.14% | 0.14% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 4,968 | 678 | 0.2% | 0.2% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 4,936 | 674 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | No change | 4,830 | 659 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,803 | 655 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 4,695 | 641 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Financial Group, LLC | History | No change | 4,640 | 633 | 0.2% | 0.2% | 187 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WPWealth LLP | History | No change | 4,610 | 629 | 0.09% | 0.09% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 4,534 | 619 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Council, LLC | History | No change | 4,504 | 615 | 0.2% | 0.2% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Montis Financial, LLC | History | No change | 4,478 | 611 | 0.12% | 0.12% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 4,429 | 605 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mirador Capital Partners LP | History | No change | 4,351 | 594 | 0.07% | 0.07% | 193 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Parallel Advisors, LLC | History | No change | 4,340 | 592 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,302 | 587 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Algorithmic Investment Models, LLC | History | No change | 4,303 | 587 | 0.68% | 0.68% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Secure Asset Management, LLC | History | No change | 4,278 | 584 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 4,204 | 574 | 0.26% | 0.26% | 198 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 4,188 | 572 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 4,042 | 552 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHOREO, LLC | History | No change | 3,951 | 539 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,912 | 534 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,900 | 532 | 0.1% | 0.1% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aprio Wealth Management, LLC | History | No change | 3,890 | 531 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 3,830 | 523 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 3,790 | 517 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 3,785 | 517 | 0.32% | 0.32% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 3,676 | 502 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 3,594 | 490 | 0.66% | 0.66% | 209 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,580 | 489 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sowell Financial Services LLC | History | No change | 3,558 | 486 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OneAscent Family Office, LLC | History | No change | 3,550 | 484 | 0.24% | 0.24% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 3,520 | 481 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,520 | 480 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vawter Financial, Ltd. | History | No change | 3,500 | 478 | 0.18% | 0.18% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Klingman & Associates, LLC | History | No change | 3,475 | 474 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC Asset Management Inc | History | No change | 3,464 | 473 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LongView Wealth Management | History | No change | 3,394 | 463 | 0.12% | 0.12% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 3,362 | 459 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,360 | 458 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 3,338 | 455 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,309 | 452 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFMG, LLC | History | No change | 3,300 | 450 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,290 | 449 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,228 | 440 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Palisade Asset Management, LLC | History | No change | 3,220 | 439 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,134 | 428 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,131 | 427 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SkyOak Wealth, LLC | History | No change | 3,123 | 426 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atala Financial Inc | History | No change | 3,118 | 425 | 0.26% | 0.26% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 3,056 | 417 | 0.1% | 0.1% | 231 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3,056 | 417 | 0.11% | 0.11% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,031 | 414 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 2,973 | 406 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROCKLAND TRUST CO | History | No change | 2,815 | 405 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Ascent Group, LLC | History | No change | 2,882 | 393 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steelhead Wealth Management LLC | History | No change | 2,847 | 388 | 0.16% | 0.16% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 2,826 | 386 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HB Wealth Management, LLC | History | No change | 2,808 | 383 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,792 | 381 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 2,808 | 380 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ignite Planners, LLC | History | No change | 2,751 | 375 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kera Capital Partners, Inc. | History | No change | 2,747 | 375 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,730 | 372 | 0.09% | 0.09% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 2,720 | 371 | 0.12% | 0.12% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,676 | 367 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,676 | 367 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,652 | 362 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,629 | 359 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 2,616 | 357 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighPoint Advisor Group LLC | History | No change | 2,600 | 355 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RiverTree Advisors, LLC | History | No change | 2,598 | 354 | 0.21% | 0.21% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Revisor Wealth Management LLC | History | No change | 2,583 | 352 | 0.08% | 0.08% | 253 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 2,580 | 352 | 0.23% | 0.23% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,570 | 351 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,570 | 351 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 2,570 | 351 | 0.26% | 0.26% | 257 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 2,557 | 349 | 0.07% | 0.07% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 2,488 | 339 | 0.12% | 0.12% | 259 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 2,452 | 336 | 0.21% | 0.21% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,400 | 327 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bill Few Associates, Inc. | History | No change | 2,380 | 325 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SIERRA OCEAN, LLC | History | No change | 2,386 | 325 | 0.22% | 0.22% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NWAM LLC | History | No change | 2,359 | 322 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 2,281 | 310 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BROWN ADVISORY INC | History | No change | 2,259 | 308 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 2,243 | 306 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 2,233 | 305 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 2,233 | 305 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 2,185 | 298 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Eddie Patel Inc | History | No change | 2,151 | 293 | 0.18% | 0.18% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,137 | 291 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Americana Partners, LLC | History | No change | 2,094 | 286 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 2,082 | 284 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,000 | 273 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 2,000 | 273 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Breakwater Investment Management | History | No change | 1,990 | 271 | 0.09% | 0.09% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 1,971 | 269 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,966 | 268 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Affiance Financial, LLC | History | No change | 1,929 | 263 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,112 | 255 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| &PARTNERS | History | No change | 1,863 | 254 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 1,862 | 254 | 0.09% | 0.09% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carnegie Investment Counsel | History | No change | 1,855 | 253 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,790 | 244 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,783 | 243 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CPWA, LLC | History | No change | 1,714 | 234 | 0.27% | 0.27% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Catalyst Investment Management LLC | History | No change | 1,704 | 232 | 0.21% | 0.21% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 1,688 | 230 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 1,677 | 229 | 0.09% | 0.09% | 290 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Concorde Asset Management, LLC | History | No change | 1,675 | 228 | 0.13% | 0.13% | 291 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 1,654 | 225 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 1,650 | 225 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,646 | 224 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Thomasville National Bank | History | No change | 1,615 | 220 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Proficio Capital Partners LLC | History | No change | 1,600 | 218 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 1,599 | 218 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Traynor Capital Management, Inc. | History | No change | 1,571 | 214 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OneAscent Wealth Management LLC | History | No change | 1,564 | 213 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 1,558 | 212 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |