iSHARES TRUST - ITOT
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 | 85,943,202 | 14,117,889 | 0.21% | 0.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 66,599,281 | 10,940,263 | 1.77% | 1.77% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 14,987,349 | 2,461,971 | 4.73% | 4.73% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 10,338,360 | 1,698,282 | 2.87% | 2.87% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 10,164,560 | 1,669,732 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 11,218,914 | 1,597,909 | 0.53% | 0.53% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 8,536,010 | 1,402,210 | 1.44% | 1.44% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,547,081 | 1,075,489 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 6,546,183 | 1,075,341 | 0.24% | 0.24% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,859,022 | 962,432 | 8.16% | 8.16% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLSTATE CORP | History | No change | 5,279,976 | 867,341 | 8.66% | 8.66% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,177,729 | 686,275 | 0.16% | 0.16% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Blue Trust, Inc. | History | No change | 4,090,776 | 671,991 | 7.04% | 7.04% | 13 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 3,998,550 | 664,878 | 16.6% | 17.59% | 14 | -71,720 | -1.76% | Q3 2026 | Oct 07, 2026 |
| Ballentine Partners, LLC | History | No change | 3,149,753 | 517,410 | 6.32% | 6.32% | 15 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Auto-Owners Insurance Co | History | No change | 3,037,774 | 499,015 | 11.27% | 11.27% | 16 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AlTi Global, Inc. | History | No change | 2,992,236 | 491,534 | 10.16% | 10.16% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Norinchukin Bank, The | History | No change | 2,246,560 | 369,042 | 3.59% | 3.59% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,123,118 | 348,784 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 2,063,768 | 339,015 | 0.2% | 0.2% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,009,020 | 330,021 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,879,380 | 302,300 | 0.12% | 0.12% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 1,838,405 | 301,996 | 0.37% | 0.37% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 1,835,875 | 301,579 | 1.28% | 1.28% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 1,777,298 | 291,957 | 25.85% | 25.85% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,787,944 | 291,560 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,741,348 | 286,052 | 0.24% | 0.24% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 1,634,628 | 268,520 | 0.73% | 0.73% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evensky & Katz LLC | History | No change | 1,596,396 | 262,240 | 13.54% | 13.54% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,555,858 | 255,604 | 0.3% | 0.3% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,517,244 | 249,237 | 2.42% | 2.42% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,494,425 | 245,489 | 23.39% | 23.39% | 32 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,490,952 | 244,918 | 0.37% | 0.37% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CISCO SYSTEMS, INC. | History | No change | 1,297,500 | 213,140 | 52.6% | 52.6% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,288,810 | 211,712 | 0.27% | 0.27% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD Capital Management LLC | History | No change | 1,275,016 | 209,446 | 17.12% | 17.12% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zhang Financial LLC | History | No change | 1,246,429 | 204,750 | 5.98% | 5.98% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Goldstein Advisors, LLC | History | No change | 1,245,712 | 204,633 | 18.7% | 18.7% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cohalo Advisory LLC | History | No change | 1,219 | 200,406 | 12.12% | 12.12% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LJI Wealth Management, LLC | History | No change | 1,183,884 | 194,476 | 27.24% | 27.24% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,141,681 | 187,545 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Disciplina Capital Management LLC | History | No change | 1,140,744 | 187,390 | 19.36% | 19.36% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Constellation Investments, Inc. | History | No change | 1,108,000 | 182,011 | 5.72% | 5.72% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parallel Advisors, LLC | History | No change | 1,106,752 | 181,806 | 2.77% | 2.77% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tanager Wealth Management LLP | History | No change | 1,100,577 | 180,791 | 15.74% | 15.74% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 1,091,601 | 179,317 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 1,076,654 | 176,863 | 2.78% | 2.78% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | No change | 1,053,377 | 172,932 | 0.18% | 0.18% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Investment Management, LLC | History | No change | 1,047,978 | 172,151 | 6.22% | 6.22% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wick Capital Partners, LLC | History | No change | 1,036,086 | 170,197 | 25.68% | 25.68% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winthrop Advisory Group LLC | History | No change | 1,025,806 | 168,509 | 11.35% | 11.35% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HB Wealth Management, LLC | History | No change | 998,509 | 164,025 | 0.92% | 0.92% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Claar Advisors LLC | History | No change | 993,607 | 163,219 | 52.58% | 52.58% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 971,745 | 159,628 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 962,318 | 158,080 | 0.15% | 0.15% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 843,347 | 138,536 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cetera Investment Advisers | History | No change | 822,853 | 135,170 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Facet Wealth, Inc. | History | No change | 763,136 | 125,360 | 1.8% | 1.8% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| True Link Financial Advisors, LLC | History | No change | 703,778 | 115,609 | 6.69% | 6.69% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 703,221 | 115,518 | 2.36% | 2.36% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 676,753 | 111,170 | 0.26% | 0.26% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rock Creek Group LLC | History | No change | 676,034 | 111,052 | 11.18% | 11.18% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 608,438 | 99,948 | 9.08% | 9.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 588,632 | 96,694 | 10.79% | 10.79% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cresset Asset Management, LLC | History | No change | 570,739 | 93,755 | 0.34% | 0.34% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 556,582 | 91,429 | 0.24% | 0.24% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 546,556 | 89,782 | 0.14% | 0.14% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 546,145 | 89,715 | 15.47% | 15.47% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 527,922 | 86,721 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 527,619 | 86,671 | 0.12% | 0.12% | 70 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 527,349 | 86,627 | 0.66% | 0.66% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Friday Financial | History | No change | 523,396 | 85,899 | 23.0% | 23.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthspire Advisors, LLC | History | No change | 515,328 | 84,653 | 0.47% | 0.47% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aviso Financial Inc. | History | No change | 511,817 | 84,071 | 2.92% | 2.92% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 501,601 | 82,397 | 1.59% | 1.59% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 500,031 | 82,140 | 0.17% | 0.17% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 444,613 | 73,036 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 438,896 | 72,097 | 2.91% | 2.91% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 429,338 | 70,527 | 10.65% | 10.65% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 421,882 | 69,302 | 2.44% | 2.44% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 421,807 | 69,290 | 0.22% | 0.22% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elm Partners Management LLC | History | No change | 406,864 | 66,835 | 1.99% | 1.99% | 82 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 403,829 | 66,336 | 8.75% | 8.75% | 83 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Steffes Financial, Ltd. | History | No change | 402,246 | 66,077 | 28.53% | 28.53% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 401,634 | 65,976 | 8.87% | 8.87% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 395,834 | 65,023 | 0.3% | 0.3% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 394,277 | 64,767 | 0.79% | 0.79% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 386,317 | 63,460 | 8.94% | 8.94% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 382,673 | 62,954 | 0.26% | 0.26% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 372,906 | 61,257 | 0.33% | 0.33% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLB&B Advisors, LLC | History | No change | 359,749 | 59,095 | 2.16% | 2.16% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 358,955 | 58,965 | 7.68% | 7.68% | 92 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HighPoint Advisor Group LLC | History | No change | 352,706 | 57,938 | 2.04% | 2.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empowered Funds, LLC | History | No change | 352,671 | 57,933 | 0.31% | 0.31% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| jvl associates llc | History | No change | 351,336 | 57,714 | 16.37% | 16.37% | 95 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 347,654 | 57,109 | 24.95% | 24.95% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 339,693 | 55,809 | 0.16% | 0.16% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 337,983 | 55,520 | 0.26% | 0.26% | 98 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NICOLET BANKSHARES INC | History | No change | 331,608 | 54,735 | 1.74% | 1.74% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 332,253 | 54,579 | 0.91% | 0.91% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 330,853 | 54,349 | 10.76% | 10.76% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 328,772 | 54,007 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 328,641 | 53,985 | 0.69% | 0.69% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 327,735 | 53,837 | 18.0% | 18.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Adventist Health System/ West | History | No change | 321,151 | 52,755 | 8.27% | 8.27% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 313,157 | 51,442 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 312,866 | 51,394 | 15.77% | 15.77% | 107 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JGP Wealth Management, LLC | History | No change | 306,602 | 50,365 | 4.52% | 4.52% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 289,330 | 47,528 | 11.13% | 11.13% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 288,546 | 47,400 | 1.09% | 1.09% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Truepoint, Inc. | History | No change | 283,208 | 46,522 | 0.97% | 0.97% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Designs Corp | History | No change | 281,221 | 46,196 | 24.76% | 24.76% | 112 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 297,958 | 46,180 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 275,746 | 45,296 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 267,378 | 43,922 | 5.92% | 5.92% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | No change | 264,396 | 43,432 | 0.83% | 0.83% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 263,439 | 43,275 | 17.59% | 17.59% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Procyon Advisors, LLC | History | No change | 260,383 | 42,773 | 1.85% | 1.85% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | No change | 258,065 | 42,392 | 0.28% | 0.28% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 255,344 | 41,945 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Reliant Wealth Planning | History | No change | 249,115 | 40,922 | 11.26% | 11.26% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 246,114 | 40,429 | 0.46% | 0.46% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 245,825 | 40,381 | 5.03% | 5.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aspirean Wealth, LLC | History | No change | 244,442 | 40,154 | 37.32% | 37.32% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Wealth Advisors | History | No change | 244,091 | 40,096 | 1.38% | 1.38% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squire Investment Management Company, LLC | History | No change | 242,293 | 39,801 | 9.58% | 9.58% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Planned Solutions, Inc. | History | No change | 238,648 | 39,202 | 11.23% | 11.23% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 238,148 | 39,120 | 0.12% | 0.12% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coquina Private Wealth LLC | History | No change | 235,715 | 38,720 | 26.29% | 26.29% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Independent Order of Foresters | History | No change | 233,510 | 38,358 | 37.36% | 37.36% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 233,503 | 38,357 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 230,476 | 37,860 | 0.93% | 0.93% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 228,769 | 37,579 | 0.25% | 0.25% | 133 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Aerodigm Wealth, LLC | History | No change | 224,371 | 36,857 | 12.46% | 12.46% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valmark Advisers, Inc. | History | No change | 223,801 | 36,763 | 0.39% | 0.39% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 223,048 | 36,667 | 2.4% | 2.4% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 221,301 | 36,353 | 1.77% | 1.77% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 220,690 | 36,252 | 0.43% | 0.43% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BCGM Wealth Management, LLC | History | No change | 220,096 | 36,155 | 7.64% | 7.64% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 216,626 | 35,585 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sendero Wealth Management, LLC | History | No change | 215,586 | 35,414 | 3.53% | 3.53% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 214,878 | 35,298 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 209,155 | 34,357 | 2.51% | 2.51% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 207,455 | 34,078 | 0.39% | 0.39% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trevian Wealth Management LLC | History | No change | 207,432 | 34,074 | 14.52% | 14.52% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vident Advisory, LLC | History | No change | 206,899 | 33,987 | 0.25% | 0.25% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 206,629 | 33,942 | 0.54% | 0.54% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| E-Wealth Partners, LLC | History | No change | 205,972 | 33,835 | 24.46% | 24.46% | 148 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 201,764 | 33,549 | 21.7% | 21.31% | 149 | +5,607 | 2.86% | Q3 2026 | Oct 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 203,659 | 33,455 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 196,749 | 33,364 | 8.76% | 8.76% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advus Financial Partners, LLC | History | No change | 199,788 | 32,819 | 9.35% | 9.35% | 152 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 198,271 | 32,570 | 0.19% | 0.19% | 153 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 192,444 | 31,612 | 4.41% | 4.41% | 154 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Summit Financial, LLC | History | No change | 190,400 | 31,276 | 0.34% | 0.34% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWAM LLC | History | No change | 189,972 | 31,206 | 1.56% | 1.56% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUE Private Wealth Advisors | History | No change | 189,648 | 31,153 | 2.69% | 2.69% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | No change | 189,462 | 31,123 | 4.03% | 4.03% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MontVue Capital Management, Inc. | History | No change | 186,235 | 30,592 | 17.6% | 17.6% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 184,178 | 30,254 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 181,400 | 29,798 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 181,344 | 29,789 | 3.03% | 3.03% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 180,880 | 29,713 | 7.77% | 7.77% | 163 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allen Investment Management, LLC | History | No change | 179,994 | 29,567 | 0.35% | 0.35% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Partners Group, Inc | History | No change | 177,720 | 29,194 | 2.96% | 2.96% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prism Planning Partners LLC | History | No change | 174,303 | 28,632 | 30.3% | 30.3% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DURANTE & WATERS, LLC | History | No change | 170,830 | 28,062 | 18.39% | 18.39% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | No change | 170,453 | 28,000 | 1.28% | 1.28% | 168 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 168,335 | 27,652 | 13.35% | 13.35% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Peirce Capital Management, LLC | History | No change | 166,936 | 27,422 | 10.05% | 10.05% | 170 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 165,733 | 27,224 | 2.71% | 2.71% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 165,712 | 27,221 | 11.62% | 11.62% | 172 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 165,672 | 27,214 | 4.65% | 4.65% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 164,319 | 26,992 | 3.29% | 3.29% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRIGHTON JONES LLC | History | No change | 162,554 | 26,702 | 0.5% | 0.5% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Life Planning Partners, Inc | History | No change | 161,686 | 26,560 | 19.74% | 19.74% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 161,306 | 26,517 | 0.15% | 0.15% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TruNorth Capital Management, LLC | History | No change | 158,382 | 26,017 | 4.18% | 4.18% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 157,983 | 25,951 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 157,334 | 25,845 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 156,723 | 25,744 | 5.88% | 5.88% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Friedenthal Financial | History | No change | 156,657 | 25,733 | 11.88% | 11.88% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 155,765 | 25,699 | 12.18% | 12.18% | 183 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 156,378 | 25,688 | 1.83% | 1.83% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Plancorp, LLC | History | No change | 155,944 | 25,606 | 0.62% | 0.62% | 185 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 154,124 | 25,317 | 0.3% | 0.3% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Callan Family Office, LLC | History | No change | 152,649 | 25,075 | 0.49% | 0.49% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 152,622 | 25,071 | 0.12% | 0.12% | 188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 151,209 | 24,839 | 0.21% | 0.21% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 149,297 | 24,524 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 147,454 | 24,222 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 141,123 | 23,182 | 1.23% | 1.23% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 139,122 | 22,853 | 0.35% | 0.35% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 138,849 | 22,808 | 0.34% | 0.34% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Equity Management | History | No change | 137,333 | 22,559 | 7.58% | 7.58% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heck Capital Advisors, LLC | History | No change | 137,213 | 22,539 | 1.35% | 1.35% | 196 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KM Capital Management Ltd. | History | No change | 136,877 | 22,484 | 10.57% | 10.57% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gleason Group, Inc. | History | No change | 136,029 | 22,345 | 1.95% | 1.95% | 198 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 134,664 | 22,121 | 0.17% | 0.17% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hickory Point Bank & Trust | History | No change | 132,700 | 22,065 | 13.27% | 13.22% | 200 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Finhabits Advisors LLC | History | No change | 132,959 | 21,841 | 18.36% | 18.36% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 131,764 | 21,644 | 1.08% | 1.08% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 129,243 | 21,230 | 0.11% | 0.11% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 128,412 | 21,094 | 1.92% | 1.92% | 204 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 127,829 | 20,998 | 2.51% | 2.51% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 127,278 | 20,907 | 5.62% | 5.62% | 206 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 126,844 | 20,837 | 0.86% | 0.86% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 125,216 | 20,569 | 2.07% | 2.07% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealthspire Retirement, LLC | History | No change | 124,243 | 20,551 | 1.13% | 1.13% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 123,740 | 20,326 | 0.24% | 0.24% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 123,645 | 20,311 | 3.86% | 3.86% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 209,613 | 19,839 | 0.95% | 0.95% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 119,402 | 19,614 | 4.84% | 4.84% | 213 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | No change | 118,813 | 19,517 | 0.35% | 0.35% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 136,077 | 19,381 | 0.79% | 0.79% | 215 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 311 | 19,120 | 1.58% | 1.58% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 116,376 | 19,117 | 1.42% | 1.42% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BBR PARTNERS, LLC | History | No change | 115,418 | 18,959 | 0.89% | 0.89% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 114,053 | 18,735 | 3.11% | 3.11% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 113,099 | 18,578 | 0.71% | 0.71% | 220 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NWF Advisory Services Inc. | History | No change | 111,718 | 18,351 | 1.73% | 1.73% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 111,690 | 18,347 | 0.34% | 0.34% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stokes Family Office, LLC | History | No change | 111,512 | 18,318 | 2.14% | 2.14% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 110,597 | 18,167 | 10.38% | 10.38% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 109,886 | 18,051 | 0.18% | 0.18% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Solstein Capital, LLC | History | No change | 108,819 | 17,875 | 6.12% | 6.12% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 108,727 | 17,860 | 0.1% | 0.1% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | No change | 108,349 | 17,798 | 0.17% | 0.17% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SJBENEN ADVISORY, LLC | History | No change | 107,979 | 17,693 | 10.03% | 10.03% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONEYWISE, INC. | History | No change | 106,454 | 17,487 | 6.52% | 6.52% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cynosure Group, LLC | History | No change | 105,382 | 17,311 | 2.6% | 2.6% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 104,642 | 17,189 | 5.24% | 5.24% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cosner Financial Group, LLC | History | No change | 104,050 | 17,092 | 8.78% | 8.78% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Evansbrook LLC | History | No change | 103,519 | 17,005 | 10.14% | 10.14% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smithfield Trust Co | History | No change | 103,167 | 16,944 | 0.68% | 0.68% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 103,101 | 16,936 | 2.14% | 2.14% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Empower Advisory Group, LLC | History | No change | 101,566 | 16,684 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 101,296 | 16,639 | 0.1% | 0.1% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Family Manage LLC | History | No change | 100,950 | 16,583 | 1.7% | 1.7% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 100,797 | 16,557 | 0.11% | 0.11% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBH ADVISORY INC | History | No change | 99,882 | 16,407 | 1.1% | 1.1% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 98,027 | 16,102 | 2.71% | 2.71% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glenview Trust Co | History | No change | 97,742 | 16,056 | 0.22% | 0.22% | 243 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 97,000 | 15,934 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 96,560 | 15,861 | 5.92% | 5.92% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 96,159 | 15,795 | 7.3% | 7.3% | 246 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 95,286 | 15,652 | 0.87% | 0.87% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 94,640 | 15,546 | 6.01% | 6.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 96,010 | 15,543 | 0.31% | 0.31% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 94,400 | 15,507 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 93,927 | 15,429 | 0.23% | 0.23% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 93,405 | 15,343 | 0.38% | 0.38% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHOREO, LLC | History | No change | 93,041 | 15,281 | 0.17% | 0.17% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 92,827 | 15,248 | 5.94% | 5.94% | 254 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Single Point Partners, LLC | History | No change | 2,234,223 | 15,114 | 2.66% | 2.66% | 255 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | No change | 91,607 | 15,048 | 11.82% | 11.82% | 256 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HBE Wealth Management, LLC | History | No change | 91,194 | 14,980 | 10.76% | 10.76% | 257 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 90,727 | 14,903 | 6.78% | 6.78% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clear Retirement Advice LLC | History | No change | 90,621 | 14,886 | 10.19% | 10.19% | 259 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| King Wealth Management Group | History | No change | 90,142 | 14,808 | 1.62% | 1.62% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GuidedMoney, LLC | History | No change | 90,113 | 14,802 | 6.85% | 6.85% | 261 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 88,518 | 14,540 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 88,469 | 14,532 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 87,776 | 14,419 | 0.15% | 0.15% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 86,749 | 14,250 | 0.31% | 0.31% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 84,901 | 13,946 | 0.78% | 0.78% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 83,841 | 13,941 | 3.28% | 3.27% | 267 | +1,091 | 1.32% | Q3 2026 | Oct 07, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 83,334 | 13,689 | 0.49% | 0.49% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 82,684 | 13,580 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 82,662 | 13,578 | 0.39% | 0.39% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 82,189 | 13,501 | 9.46% | 9.46% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 81,992 | 13,468 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 81,863 | 13,447 | 1.3% | 1.3% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 81,496 | 13,387 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 81,389 | 13,369 | 0.28% | 0.28% | 275 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Level Wealth Management LLC | History | No change | 80,941 | 13,296 | 5.33% | 5.33% | 276 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farrow Financial, Inc. | History | No change | 80,562 | 13,233 | 7.06% | 7.06% | 277 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 80,466 | 13,218 | 1.25% | 1.25% | 278 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 80,122 | 13,161 | 6.52% | 6.52% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 80,078 | 13,154 | 1.1% | 1.1% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sage Mountain Advisors LLC | History | No change | 80,034 | 13,147 | 0.81% | 0.81% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 79,969 | 13,136 | 2.09% | 2.09% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 79,574 | 13,071 | 2.42% | 2.42% | 283 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 79,009 | 12,978 | 0.16% | 0.16% | 284 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 78,387 | 12,876 | 0.33% | 0.33% | 285 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 78,034 | 12,818 | 0.17% | 0.17% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 77,979 | 12,809 | 0.12% | 0.12% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 77,735 | 12,769 | 0.14% | 0.14% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brooklyn FI, LLC | History | No change | 75,966 | 12,447 | 2.28% | 2.28% | 289 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 75,434 | 12,391 | 0.67% | 0.67% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fulcrum Equity Management | History | No change | 74,778 | 12,283 | 9.01% | 9.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 74,682 | 12,268 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 74,523 | 12,241 | 0.22% | 0.22% | 293 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 72,860 | 11,968 | 1.58% | 1.58% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towercrest Capital Management | History | No change | 72,112 | 11,845 | 1.65% | 1.65% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 71,383 | 11,726 | 0.67% | 0.67% | 296 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 70,798 | 11,629 | 0.92% | 0.92% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kovack Advisors, Inc. | History | No change | 70,549 | 11,587 | 0.56% | 0.56% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 70,508 | 11,582 | 1.47% | 1.47% | 299 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 69,240 | 11,374 | 2.71% | 2.71% | 300 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |