iSHARES TRUST - IOO

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
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
Green Ridge Wealth Planning LLC History Added to 109,469 15,764 6.33% 5.35% 33 +16,393 17.61% Q3 2026 Oct 08, 2026
Equitable Holdings, Inc. History No change 113,209 15,464 0.09% 0.09% 34 0 0.0% Q2 2026 Aug 17, 2026
Flagship Private Wealth, LLC History No change 108,754 14,855 5.25% 5.25% 35 0 0.0% Q2 2026 Aug 04, 2026
Hudock, Inc. History No change 106,044 14,485 1.85% 1.85% 36 0 0.0% Q2 2026 Jul 31, 2026
Certified Advisory Corp History No change 103,359 14,115 1.14% 1.14% 37 0 0.0% Q2 2026 Jul 16, 2026
BANK OF MONTREAL /CAN/ History No change 100,391 13,713 0.0% 0.0% 38 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% 39 0 0.0% Q2 2026 Aug 13, 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
Gallagher Capital Advisors, LLC History Reduced 42,892 6,176 3.31% 3.38% 61 -360 -0.83% Q3 2026 Oct 09, 2026
JPMORGAN CHASE & CO History No change 44,555 6,032 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 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
Avidian Wealth Enterprises, LLC History New 22,312 3,213 0.09% — 96 +22,312 New Q3 2026 Oct 08, 2026
Focus Financial Network, Inc. History No change 23,376 3,193 0.1% 0.1% 97 0 0.0% Q2 2026 Jul 09, 2026
Independent Solutions Wealth Management, LLC History No change 21,225 2,899 0.38% 0.38% 98 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Partners, LTD. History No change 20,747 2,834 0.03% 0.03% 99 0 0.0% Q2 2026 Aug 11, 2026
BigSur Wealth Management LLC History No change 20,076 2,742 0.66% 0.66% 100 0 0.0% Q2 2026 Jul 14, 2026
Meridian Wealth Management, LLC History No change 19,928 2,722 0.08% 0.08% 101 0 0.0% Q2 2026 Aug 05, 2026
TD Waterhouse Canada Inc. History No change 19,875 2,704 0.01% 0.01% 102 0 0.0% Q2 2026 Jul 27, 2026
R2 Capital Strategies, LLC History No change 19,546 2,670 1.21% 1.21% 103 0 0.0% Q2 2026 Jul 23, 2026
GLOBALT Investments LLC / GA History No change 19,224 2,625 0.09% 0.09% 104 0 0.0% Q2 2026 Aug 10, 2026
Curbstone Financial Management Corp History No change 19,150 2,615 0.45% 0.45% 105 0 0.0% Q2 2026 Jul 14, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 19,010 2,596 1.09% 1.09% 106 0 0.0% Q2 2026 Jul 13, 2026
Steward Partners Investment Advisory, LLC History No change 18,407 2,514 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 13, 2026
GAMCO INVESTORS, INC. ET AL History No change 16,800 2,294 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 12, 2026
Onyx Bridge Wealth Group LLC History No change 16,548 2,260 0.2% 0.2% 109 0 0.0% Q2 2026 Jul 23, 2026
Waverly Advisors, LLC History No change 16,282 2,224 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 15,780 2,155 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 15,403 2,104 0.9% 0.9% 112 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 15,078 2,059 0.14% 0.14% 113 0 0.0% Q2 2026 Aug 11, 2026
Alexis Investment Partners, LLC History No change 15,132 2,048 1.2% 1.2% 114 0 0.0% Q2 2026 Jul 23, 2026
Creative Planning History No change 14,909 2,036 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Retirement Planning Group, LLC History No change 13,949 1,905 0.05% 0.05% 116 0 0.0% Q2 2026 Aug 05, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 13,675 1,867 0.89% 0.89% 117 0 0.0% Q2 2026 Jul 24, 2026
Chicago Partners Investment Group LLC History No change 13,452 1,844 0.04% 0.04% 118 0 0.0% Q2 2026 Jul 29, 2026
Creekside Partners History No change 13,441 1,836 0.66% 0.66% 119 0 0.0% Q2 2026 Jul 30, 2026
FIFTH THIRD SECURITIES, INC. History No change 13,251 1,810 0.1% 0.1% 120 0 0.0% Q2 2026 Jul 15, 2026
Banque Transatlantique SA History No change 12,998 1,775 0.04% 0.04% 121 0 0.0% Q2 2026 Jul 30, 2026
Avior Wealth Management, LLC History No change 12,521 1,710 0.04% 0.04% 122 0 0.0% Q2 2026 Jul 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 12,408 1,694 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 19, 2026
NICOLET BANKSHARES INC History No change 12,159 1,686 0.05% 0.05% 124 0 0.0% Q2 2026 Aug 11, 2026
Hidden Cove Wealth Management, LLC History No change 12,348 1,686 0.93% 0.93% 125 0 0.0% Q2 2026 Jul 21, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 11,967 1,634 0.6% 0.6% 126 0 0.0% Q2 2026 Jul 21, 2026
Ausdal Financial Partners, Inc. History No change 11,356 1,551 0.06% 0.06% 127 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 11,259 1,537 0.06% 0.06% 128 0 0.0% Q2 2026 Jul 22, 2026
Visionary Wealth Advisors History No change 10,713 1,463 0.06% 0.06% 129 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% 130 0 0.0% Q2 2026 Jul 22, 2026
Drake & Associates, LLC History No change 10,344 1,412 0.24% 0.24% 131 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 10,188 1,391 0.03% 0.03% 132 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER & CO INC History No change 10,149 1,386 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 03, 2026
Main Street Financial Solutions, LLC History No change 10,124 1,382 0.09% 0.09% 134 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% 135 0 0.0% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 9,779 1,335 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
KCM INVESTMENT ADVISORS LLC History No change 9,709 1,326 0.04% 0.04% 137 0 0.0% Q2 2026 Aug 13, 2026
Bright Futures Wealth Management, LLC. History No change 9,425 1,287 0.83% 0.83% 138 0 0.0% Q2 2026 Jul 24, 2026
Hilltop Holdings Inc. History No change 9,373 1,280 0.1% 0.1% 139 0 0.0% Q2 2026 Aug 13, 2026
Kingsview Wealth Management, LLC History No change 9,250 1,263 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 18, 2026
Focus Partners Wealth History No change 9,077 1,239 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
First Heartland Consultants, Inc. History Added to 8,454 1,217 0.08% 0.07% 142 +547 6.92% Q3 2026 Oct 08, 2026
RIK SAYLOR FINANCIAL, INC. History No change 8,723 1,191 0.79% 0.79% 143 0 0.0% Q2 2026 Aug 05, 2026
KPP Advisory Services LLC History No change 8,695 1,187 0.15% 0.15% 144 0 0.0% Q2 2026 Jul 24, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 8,481 1,158 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 03, 2026
RFG Advisory, LLC History No change 8,344 1,139 0.02% 0.02% 146 0 0.0% Q2 2026 Jul 15, 2026
Evolution Wealth Advisors, LLC History No change 8,254 1,127 0.13% 0.13% 147 0 0.0% Q2 2026 Jul 29, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 7,900 1,079 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
Independent Wealth Advisors LLC History No change 7,696 1,051 0.95% 0.95% 149 0 0.0% Q2 2026 Jul 27, 2026
BCS Wealth Management History No change 7,673 1,048 0.19% 0.19% 150 0 0.0% Q2 2026 Jul 16, 2026
DMKC Advisory Services, LLC History No change 7,649 1,044 0.2% 0.2% 151 0 0.0% Q2 2026 Jul 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 7,215 1,005 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 15, 2026
Corient Private Wealth LP History No change 7,359 1,005 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 27, 2026
Merit Financial Group, LLC History No change 7,330 1,001 0.01% 0.01% 154 0 0.0% Q2 2026 Jul 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7,045 962 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 7,005 956 0.08% 0.08% 156 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 7,006 956 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 6,954 949 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History No change 6,950 949 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 28, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 6,952 949 0.24% 0.24% 160 0 0.0% Q2 2026 Jul 20, 2026
Three Cord True Wealth Management, LLC History No change 6,940 947 0.45% 0.45% 161 0 0.0% Q2 2026 Jul 23, 2026
Beacon Pointe Advisors, LLC History No change 6,692 914 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 18, 2026
World Investment Advisors History No change 7,522 909 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 13, 2026
BlackDiamond Wealth Management, LLC History No change 6,155 897 0.36% 0.36% 164 0 0.0% Q2 2026 Aug 11, 2026
Financial Freedom, LLC History No change 6,306 861 0.4% 0.4% 165 0 0.0% Q2 2026 Aug 05, 2026
Legacy Financial Strategies, LLC History No change 6,203 847 0.13% 0.13% 166 0 0.0% Q2 2026 Jul 21, 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
Balefire, LLC History Reduced 5,565 801 0.13% 0.14% 171 -594 -9.64% Q3 2026 Oct 09, 2026
NewEdge Advisors, LLC History No change 5,710 779 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 5,702 778 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 5,460 745 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 5,442 743 0.01% 0.01% 175 0 0.0% Q2 2026 Jul 22, 2026
Weaver Consulting Group History No change 5,014 722 0.14% 0.14% 176 0 0.0% Q3 2026 Oct 07, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 4,968 719 0.21% 0.2% 177 0 0.0% Q3 2026 Oct 09, 2026
FLOW TRADERS U.S. LLC History No change 5,257 718 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 14, 2026
MidAtlantic Capital Management, Inc. History No change 5,157 704 0.44% 0.44% 179 0 0.0% Q2 2026 Aug 10, 2026
HHM Wealth Advisors, LLC History No change 5,106 697 0.07% 0.07% 180 0 0.0% Q2 2026 Jul 13, 2026
OneAscent Financial Services LLC History No change 5,103 697 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 5,000 693 0.01% 0.01% 182 0 0.0% Q2 2026 Jul 27, 2026
Virtu Financial LLC History No change 5,009 684 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 13, 2026
Gateway Wealth Partners, LLC History No change 4,936 674 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 4,830 659 0.01% 0.01% 185 0 0.0% Q2 2026 Jul 20, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,803 655 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 10, 2026
UNIQUE WEALTH, LLC History No change 4,695 641 0.07% 0.07% 187 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Financial Group, LLC History No change 4,640 633 0.2% 0.2% 188 0 0.0% Q3 2026 Oct 06, 2026
WPWealth LLP History No change 4,610 629 0.09% 0.09% 189 0 0.0% Q2 2026 Aug 10, 2026
Mirador Capital Partners LP History Reduced 4,322 622 0.07% 0.07% 190 -29 -0.67% Q3 2026 Oct 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,534 619 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
Financial Council, LLC History No change 4,504 615 0.2% 0.2% 192 0 0.0% Q2 2026 Aug 04, 2026
Montis Financial, LLC History No change 4,478 611 0.12% 0.12% 193 0 0.0% Q2 2026 Aug 05, 2026
M&T BANK CORP History No change 4,429 605 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 04, 2026
Parallel Advisors, LLC History No change 4,340 592 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 4,302 587 0.02% 0.02% 196 0 0.0% Q2 2026 Aug 10, 2026
Algorithmic Investment Models, LLC History No change 4,303 587 0.68% 0.68% 197 0 0.0% Q2 2026 Aug 07, 2026
Secure Asset Management, LLC History No change 4,278 584 0.08% 0.08% 198 0 0.0% Q2 2026 Jul 15, 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
FIRST COMMUNITY TRUST NA History Reduced 2,854 411 0.14% 0.26% 234 -1,350 -32.11% Q3 2026 Oct 07, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 2,973 406 0.02% 0.02% 235 0 0.0% Q2 2026 Jul 15, 2026
ROCKLAND TRUST CO History No change 2,815 405 0.02% 0.02% 236 0 0.0% Q3 2026 Oct 05, 2026
Ascent Group, LLC History No change 2,882 393 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 03, 2026
Steelhead Wealth Management LLC History No change 2,847 388 0.16% 0.16% 238 0 0.0% Q2 2026 Aug 13, 2026
WADDELL & ASSOCIATES, LLC History No change 2,826 386 0.02% 0.02% 239 0 0.0% Q2 2026 Jul 15, 2026
HB Wealth Management, LLC History No change 2,808 383 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 29, 2026
D. E. Shaw & Co., Inc. History No change 2,792 381 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial, Ltd. Co. History No change 2,808 380 0.04% 0.04% 242 0 0.0% Q2 2026 Aug 03, 2026
Ignite Planners, LLC History No change 2,751 375 0.05% 0.05% 243 0 0.0% Q2 2026 Jul 23, 2026
Kera Capital Partners, Inc. History No change 2,747 375 0.04% 0.04% 244 0 0.0% Q2 2026 Aug 14, 2026
BURKE & HERBERT BANK & TRUST CO History No change 2,730 372 0.09% 0.09% 245 0 0.0% Q2 2026 Aug 07, 2026
RASP WEALTH SOLUTIONS, LLC History No change 2,720 371 0.12% 0.12% 246 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 2,676 367 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 2,676 367 0.01% 0.01% 248 0 0.0% Q2 2026 Jul 29, 2026
McKinley Carter Wealth Services, Inc. History No change 2,652 362 0.02% 0.02% 249 0 0.0% Q2 2026 Jul 28, 2026
HUNTINGTON NATIONAL BANK History No change 2,629 359 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 13, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 2,616 357 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 04, 2026
HighPoint Advisor Group LLC History No change 2,600 355 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 05, 2026
RiverTree Advisors, LLC History No change 2,598 354 0.21% 0.21% 253 0 0.0% Q2 2026 Jul 22, 2026
Revisor Wealth Management LLC History No change 2,583 352 0.08% 0.08% 254 0 0.0% Q2 2026 Jul 21, 2026
PW ADVISORS, LLC \ FL History No change 2,580 352 0.23% 0.23% 255 0 0.0% Q2 2026 Aug 06, 2026
D.A. DAVIDSON & CO. History No change 2,570 351 0.0% 0.0% 256 0 0.0% Q2 2026 Jul 24, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 2,570 351 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 14, 2026
WAYSTONE ADVISORS LLC History No change 2,570 351 0.26% 0.26% 258 0 0.0% Q2 2026 Jul 16, 2026
Grey Ledge Advisors, LLC History No change 2,557 349 0.07% 0.07% 259 0 0.0% Q2 2026 Jul 27, 2026
Bill Few Associates, Inc. History No change 2,380 342 0.07% 0.07% 260 0 0.0% Q3 2026 Oct 09, 2026
Strait & Sound Wealth Management LLC History No change 2,488 339 0.12% 0.12% 261 0 0.0% Q2 2026 Aug 17, 2026
Future Financial Wealth Managment LLC History No change 2,452 336 0.21% 0.21% 262 0 0.0% Q2 2026 Jul 24, 2026
MONTAG A & ASSOCIATES INC History No change 2,400 327 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 05, 2026
SIERRA OCEAN, LLC History No change 2,386 325 0.22% 0.22% 264 0 0.0% Q2 2026 Aug 07, 2026
NWAM LLC History No change 2,359 322 0.02% 0.02% 265 0 0.0% Q2 2026 Jul 23, 2026
Kovack Advisors, Inc. History No change 2,281 310 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 28, 2026
BROWN ADVISORY INC History No change 2,259 308 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 2,243 306 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 04, 2026
TRITONPOINT WEALTH, LLC History No change 2,233 305 0.03% 0.03% 269 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 2,233 305 0.03% 0.03% 270 0 0.0% Q2 2026 Aug 13, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 2,185 298 0.02% 0.02% 271 0 0.0% Q2 2026 Jul 20, 2026
Eddie Patel Inc History No change 2,151 293 0.18% 0.18% 272 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 2,137 291 0.0% 0.0% 273 0 0.0% Q2 2026 Sep 02, 2026
Americana Partners, LLC History No change 2,094 286 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 05, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 2,082 284 0.02% 0.02% 275 0 0.0% Q2 2026 Jul 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 2,000 273 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 2,000 273 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 03, 2026
Breakwater Investment Management History No change 1,990 271 0.09% 0.09% 278 0 0.0% Q2 2026 Aug 06, 2026
Legacy Wealth Partners, LLC History No change 1,971 269 0.06% 0.06% 279 0 0.0% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,966 268 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 07, 2026
Affiance Financial, LLC History No change 1,929 263 0.04% 0.04% 281 0 0.0% Q2 2026 Jul 09, 2026
SAX WEALTH ADVISORS, LLC History No change 2,112 255 0.01% 0.01% 282 0 0.0% Q2 2026 Jul 09, 2026
&PARTNERS History No change 1,863 254 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 14, 2026
RESOLUTE CAPITAL, LLC History No change 1,862 254 0.09% 0.09% 284 0 0.0% Q2 2026 Jul 29, 2026
Carnegie Investment Counsel History No change 1,855 253 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 30, 2026
SBI Securities Co., Ltd. History No change 1,790 244 0.01% 0.01% 286 0 0.0% Q2 2026 Jul 22, 2026
Russell Investments Group, Ltd. History No change 1,783 243 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 06, 2026
CPWA, LLC History No change 1,714 234 0.27% 0.27% 288 0 0.0% Q2 2026 Jul 30, 2026
Catalyst Investment Management LLC History No change 1,704 232 0.21% 0.21% 289 0 0.0% Q2 2026 Aug 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 1,688 230 0.03% 0.03% 290 0 0.0% Q2 2026 Jul 21, 2026
Granite Harbor Advisors, Inc. History No change 1,677 229 0.09% 0.09% 291 0 0.0% Q2 2026 Jul 31, 2026
Concorde Asset Management, LLC History No change 1,675 228 0.13% 0.13% 292 0 0.0% Q2 2026 Aug 18, 2026
Financial Engines Advisors L.L.C. History No change 1,654 225 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 1,650 225 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 03, 2026
Wealthspire Advisors, LLC History No change 1,646 224 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 11, 2026
Thomasville National Bank History No change 1,615 220 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 20, 2026
Proficio Capital Partners LLC History No change 1,600 218 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 1,599 218 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 13, 2026
Traynor Capital Management, Inc. History No change 1,571 214 0.01% 0.01% 299 0 0.0% Q2 2026 Jul 22, 2026
OneAscent Wealth Management LLC History No change 1,564 213 0.06% 0.06% 300 0 0.0% Q2 2026 Aug 11, 2026
MONEY CONCEPTS CAPITAL CORP History No change 1,558 212 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 04, 2026
Neuberger Berman Group LLC History No change 1,548 211 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 13, 2026
Avestar Capital, LLC History No change 1,532 209 0.01% 0.01% 303 0 0.0% Q2 2026 Jul 29, 2026
CIBC Bancorp USA Inc. History No change 1,515 206 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 13, 2026
TSFG, LLC History No change 1,500 205 0.03% 0.03% 305 0 0.0% Q2 2026 Jul 23, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 1,500 204 0.03% 0.03% 306 0 0.0% Q2 2026 Aug 11, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 1,488 203 0.05% 0.05% 307 0 0.0% Q2 2026 Jul 09, 2026
Madson Wealth Advisors Inc History No change 1,488 203 0.14% 0.14% 308 0 0.0% Q2 2026 Jul 21, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History New 1,400 201 0.05% — 309 +1,400 New Q3 2026 Oct 06, 2026
Allworth Financial LP History No change 1,468 200 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 1,466 200 0.0% 0.0% 311 0 0.0% Q2 2026 Jul 17, 2026
Buck Wealth Strategies, LLC History No change 1,400 191 0.02% 0.02% 312 0 0.0% Q2 2026 Jul 30, 2026
WEST PACES ADVISORS INC. History No change 1,375 187 0.03% 0.03% 313 0 0.0% Q2 2026 Jul 17, 2026
Golden State Wealth Management, LLC History No change 1,311 179 0.02% 0.02% 314 0 0.0% Q2 2026 Jul 22, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,300 177 0.01% 0.01% 315 0 0.0% Q2 2026 Jul 08, 2026
TRUST CO OF VERMONT History No change 1,278 174 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 1,260 172 0.0% 0.0% 317 0 0.0% Q2 2026 Jul 23, 2026
PRIVATE TRUST CO NA History No change 1,259 171 0.01% 0.01% 318 0 0.0% Q2 2026 Jul 28, 2026
Godfrey Financial Associates, Inc. History No change 1,243 169 0.13% 0.13% 319 0 0.0% Q2 2026 Aug 11, 2026
Regatta Research & Money Management History No change 1,228 167 0.16% 0.16% 320 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,190 164 0.0% 0.0% 321 0 0.0% Q2 2026 Jul 27, 2026
High Note Wealth, LLC History No change 1,090 148 0.03% 0.03% 322 0 0.0% Q2 2026 Jul 23, 2026
Asset Dedication, LLC History No change 1,070 146 0.01% 0.01% 323 0 0.0% Q2 2026 Jul 30, 2026
Pillar Financial Advisors, LLC History No change 845 115 0.06% 0.06% 324 0 0.0% Q2 2026 Jul 24, 2026
Blue Trust, Inc. History No change 800 109 0.0% 0.0% 325 0 0.0% Q2 2026 Jul 21, 2026
Atlantic Union Bankshares Corp History No change 764 104 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 11, 2026
Crewe Advisors LLC History No change 756 103 0.01% 0.01% 327 0 0.0% Q2 2026 Jul 23, 2026
AdvisorNet Financial, Inc History No change 745 101 0.0% 0.0% 328 0 0.0% Q2 2026 Jul 23, 2026
Rosenberg Matthew Hamilton History No change 704 101 0.02% 0.02% 329 0 0.0% Q3 2026 Oct 05, 2026
AlphaCore Capital LLC History No change 651 88 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 06, 2026
Strive Financial Group ,LLC History No change 559 76 0.03% 0.03% 331 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 554 75 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 477 65 0.01% 0.01% 333 0 0.0% Q2 2026 Jul 28, 2026
EFG International AG History No change 450 61 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 444 60 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 10, 2026
Glassman Wealth Services History No change 446 60 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 05, 2026
TORONTO DOMINION BANK History No change 420 57 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 14, 2026
Center for Financial Planning, Inc. History No change 404 55 0.01% 0.01% 338 0 0.0% Q2 2026 Jul 21, 2026
Rossmore Private Capital History No change 400 54 0.0% 0.0% 339 0 0.0% Q2 2026 Jul 31, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 386 52 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 03, 2026
N.E.W. Advisory Services LLC History No change 384 52 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 06, 2026
Glass Jacobson Investment Advisors llc History No change 353 48 0.01% 0.01% 342 0 0.0% Q2 2026 Jul 30, 2026
CoreCap Advisors, LLC History Added to 332 47 0.0% 0.0% 344 +32 10.67% Q3 2026 Oct 08, 2026
IFG Advisory, LLC History No change 351 47 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 286 41 0.0% 0.0% 345 0 0.0% Q3 2026 Oct 09, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 295 40 0.02% 0.02% 346 0 0.0% Q2 2026 Aug 14, 2026
Seneschal Advisors, LLC History No change 300 40 0.03% 0.03% 347 0 0.0% Q2 2026 Aug 13, 2026
Richardson Capital Management LLC History No change 290 39 0.02% 0.02% 348 0 0.0% Q2 2026 Jul 17, 2026
Olistico Wealth, LLC History No change 276 39 0.02% 0.02% 349 0 0.0% Q3 2026 Oct 05, 2026
Capital Investment Advisory Services, LLC History No change 282 38 0.0% 0.0% 350 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History No change 280 38 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 285 38 0.0% 0.0% 352 0 0.0% Q2 2026 Jul 22, 2026
PlanVest Financial, Inc History No change 285 38 0.03% 0.03% 353 0 0.0% Q2 2026 Aug 10, 2026
FINANCIAL CONSULATE, INC History No change 275 37 0.0% 0.0% 354 0 0.0% Q2 2026 Jul 23, 2026
DT Investment Partners, LLC History No change 266 36 0.0% 0.0% 355 0 0.0% Q2 2026 Jul 27, 2026
AE Wealth Management LLC History No change 263 35 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 03, 2026
LAZARD ASSET MANAGEMENT LLC History No change 206 28 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 200 27 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 06, 2026
HM PAYSON & CO History No change 200 27 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 17, 2026
Nalls Sherbakoff Group, LLC History No change 200 27 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 17, 2026
Front Row Advisors LLC History No change 180 26 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 178 24 0.0% 0.0% 362 0 0.0% Q2 2026 Jul 23, 2026
VANGUARD ADVISERS INC History No change 161 21 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 140 19 0.0% 0.0% 364 0 0.0% Q2 2026 Jul 21, 2026
IAG Wealth Partners, LLC History No change 115 15 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 06, 2026
Independence Bank of Kentucky History No change 90 12 0.0% 0.0% 366 0 0.0% Q2 2026 Jul 13, 2026
Copia Wealth Management History No change 88 12 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 81 11 0.0% 0.0% 368 0 0.0% Q2 2026 Jul 24, 2026
Central Pacific Bank - Trust Division History No change 80 11 0.0% 0.0% 369 0 0.0% Q3 2026 Oct 05, 2026
Founders Financial Alliance, LLC History No change 80 10 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 04, 2026
ARMSTRONG ADVISORY GROUP, INC History New 52 7 0.0% — 373 +52 New Q3 2026 Oct 09, 2026
Main Street Group, LTD History No change 52 7 0.0% 0.0% 371 0 0.0% Q2 2026 Jul 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 56 7 0.0% 0.0% 372 0 0.0% Q2 2026 Jul 15, 2026
LANARK FINANCIAL, INC. History No change 51 6 0.0% 0.0% 374 0 0.0% Q2 2026 Jul 21, 2026
Dunhill Financial, LLC History No change 47 6 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 07, 2026
Spire Wealth Management History No change 40 5 0.0% 0.0% 376 0 0.0% Q2 2026 Jul 15, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 23 3 0.0% 0.0% 377 0 0.0% Q3 2026 Oct 01, 2026
Bangor Savings Bank History No change 17 2 0.0% 0.0% 378 0 0.0% Q3 2026 Oct 06, 2026
Evolution Advisers, Inc. History No change 19 2 0.0% 0.0% 379 0 0.0% Q2 2026 Jul 31, 2026
Decker Retirement Planning Inc. History No change 16 2 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 16, 2026
CrossGen Wealth, LLC History No change 16 2 0.0% 0.0% 381 0 0.0% Q2 2026 Jul 24, 2026
Atomic Invest LLC History No change 18 2 0.0% 0.0% 382 0 0.0% Q2 2026 Sep 25, 2026
Dogwood Wealth Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 06, 2026