iSHARES TRUST - IWC
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1832 Asset Management L.P. | History | No change | 411,765 | 82,369 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 347,840 | 69,098 | 0.68% | 0.68% | 2 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 312,964 | 62,605 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 260,405 | 52,091 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 177,475 | 34,840 | 0.65% | 0.65% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 140,737 | 28,152 | 0.41% | 0.41% | 6 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 137,513 | 27,508 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 132,390 | 26,483 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 106,545 | 21,313 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 105,227 | 21,049 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 99,464 | 18,753 | 0.37% | 0.37% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 82,329 | 16,469 | 0.71% | 0.71% | 12 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 76,400 | 15,283 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 73,262 | 14,655 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | No change | 68,944 | 13,791 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ASSETMARK, INC | History | No change | 63,990 | 12,800 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TABR Capital Management, LLC | History | No change | 59,092 | 11,820 | 10.07% | 10.07% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SACHEM HILL LLC | History | No change | 58,503 | 11,702 | 2.08% | 2.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 57,960 | 11,594 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 57,769 | 11,556 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 54,480 | 10,898 | 0.97% | 0.97% | 21 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Creative Planning | History | No change | 53,032 | 10,608 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 51,702 | 10,343 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UBS Group AG | History | No change | 50,039 | 10,009 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 49,177 | 9,837 | 0.19% | 0.19% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 47,956 | 9,593 | 1.25% | 1.25% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SMITH, MOORE & CO. | History | No change | 47,010 | 9,403 | 0.61% | 0.61% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 47,005 | 9,402 | 0.53% | 0.53% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 45,157 | 9,033 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 44,591 | 8,920 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 39,139 | 7,829 | 0.18% | 0.18% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 38,621 | 7,725 | 1.74% | 1.74% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 38,140 | 7,572 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 35,385 | 7,078 | 6.54% | 6.54% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 33,968 | 6,794 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Finley Financial, LLC | History | No change | 32,170 | 6,435 | 2.59% | 2.59% | 36 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIL Ltd | History | No change | 31,271 | 6,255 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Piedmont Capital Management, LLC | History | No change | 30,801 | 6,182 | 3.12% | 3.12% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 29,451 | 5,891 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 24,558 | 4,912 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 21,112 | 4,223 | 0.22% | 0.22% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Family Wealth, LLC | History | No change | 20,998 | 4,200 | 0.75% | 0.75% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 20,675 | 4,135 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 20,630 | 4,132 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 20,048 | 4,010 | 0.35% | 0.35% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 18,938 | 3,788 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | No change | 18,894 | 3,779 | 2.54% | 2.54% | 47 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 18,632 | 3,631 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 18,117 | 3,624 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 18,041 | 3,608 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | No change | 17,983 | 3,597 | 3.06% | 3.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kendall Capital Management | History | No change | 17,252 | 3,451 | 0.57% | 0.57% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evanson Financial, LLC | History | No change | 14,272 | 2,854 | 0.14% | 0.14% | 53 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 13,830 | 2,766 | 0.76% | 0.76% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,239 | 2,648 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 12,981 | 2,596 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M1 Capital Management LLC | History | No change | 12,909 | 2,582 | 0.95% | 0.95% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Genesis Financial Group, LLC | History | No change | 12,050 | 2,410 | 1.57% | 1.57% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMC Capital Management | History | No change | 11,741 | 2,349 | 0.93% | 0.93% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 11,587 | 2,317 | 0.9% | 0.9% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 11,547 | 2,309 | 0.19% | 0.19% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 11,450 | 2,290 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 10,780 | 2,156 | 0.19% | 0.19% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 10,704 | 2,141 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 10,336 | 2,067 | 0.69% | 0.69% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTUITY, LLC | History | No change | 10,039 | 2,008 | 0.1% | 0.1% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Level Financial Advisors | History | No change | 9,769 | 1,954 | 0.44% | 0.44% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,685 | 1,937 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 9,583 | 1,916 | 0.59% | 0.59% | 69 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 9,403 | 1,880 | 0.19% | 0.19% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 9,212 | 1,842 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Robinson Value Management, Ltd. | History | No change | 9,201 | 1,840 | 0.99% | 0.99% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 9,092 | 1,818 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 8,910 | 1,782 | 0.17% | 0.17% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,295 | 1,659 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVZ, Inc. | History | No change | 7,694 | 1,539 | 0.16% | 0.16% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7,623 | 1,524 | 0.18% | 0.18% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantinno Capital Management LP | History | No change | 7,454 | 1,491 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 7,391 | 1,478 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,952 | 1,390 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 6,804 | 1,361 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,311 | 1,262 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 6,301 | 1,260 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 6,073 | 1,214 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 5,956 | 1,191 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | No change | 5,776 | 1,155 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,673 | 1,134 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 5,545 | 1,109 | 0.34% | 0.34% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 5,484 | 1,097 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 5,349 | 1,069 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 5,347 | 1,069 | 0.23% | 0.23% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NVWM, LLC | History | No change | 5,300 | 1,060 | 0.21% | 0.21% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 5,262 | 1,052 | 0.12% | 0.12% | 93 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WESCAP Management Group, Inc. | History | No change | 5,234 | 1,047 | 0.2% | 0.2% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 5,222 | 1,044 | 0.24% | 0.24% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 5,197 | 1,039 | 0.09% | 0.09% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 4,993 | 998 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,792 | 958 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,874 | 952 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisors, LLC | History | No change | 4,700 | 940 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Acropolis Investment Management, LLC | History | No change | 4,485 | 897 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ellis Investment Partners, LLC | History | No change | 4,480 | 896 | 0.14% | 0.14% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Financial Group LLC | History | No change | 4,130 | 826 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 4,116 | 823 | 0.18% | 0.18% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Haven Private, LLC | History | No change | 4,072 | 814 | 0.31% | 0.31% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marex Group Ltd | History | No change | 4,054 | 810 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFI Advisors, LLC | History | No change | 3,885 | 777 | 0.67% | 0.67% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 3,815 | 763 | 0.54% | 0.54% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,806 | 761 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Urban Financial Advisory Corp | History | No change | 3,803 | 760 | 0.21% | 0.21% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Peoples Bank/KS | History | No change | 3,750 | 750 | 0.73% | 0.73% | 111 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| XML Financial, LLC | History | No change | 3,748 | 749 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,592 | 718 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 3,388 | 677 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,386 | 677 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,377 | 675 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 3,160 | 632 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BAILARD, INC. | History | No change | 3,121 | 624 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Next Capital Management LLC | History | No change | 3,123 | 624 | 0.17% | 0.17% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 3,086 | 617 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Financial Network, Inc. | History | No change | 3,075 | 615 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ancora Advisors LLC | History | No change | 3,003 | 600 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Western Trust Bank | History | No change | 2,947 | 589 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Archer Investment Management, LLC | History | No change | 2,946 | 589 | 0.2% | 0.2% | 124 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 2,935 | 587 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 2,904 | 580 | 0.28% | 0.28% | 126 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 3,127 | 577 | 0.13% | 0.15% | 127 | -83 | -2.59% | Q3 2026 | Oct 01, 2026 |
| Tortoise Investment Management, LLC | History | No change | 2,859 | 571 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 2,837 | 567 | 0.17% | 0.17% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Legacy Advisors, LLC | History | No change | 2,667 | 533 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,620 | 524 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,505 | 501 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 2,500 | 500 | 0.2% | 0.2% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,428 | 485 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 2,397 | 479 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,347 | 469 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 2,333 | 467 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,301 | 460 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 2,291 | 458 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,242 | 448 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 2,109 | 421 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,070 | 414 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,050 | 410 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,026 | 405 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,011 | 402 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,970 | 394 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspen Grove Capital, LLC | History | No change | 1,959 | 391 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | No change | 1,927 | 385 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 1,915 | 383 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 1,898 | 379 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,872 | 374 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 1,865 | 373 | 0.11% | 0.11% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,835 | 367 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,801 | 360 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,792 | 358 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 1,775 | 355 | 0.22% | 0.22% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,772 | 354 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,737 | 347 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 1,725 | 345 | 0.2% | 0.2% | 159 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 1,716 | 343 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,675 | 334 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forum Financial Management, LP | History | No change | 1,666 | 333 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| World Investment Advisors | History | No change | 2,075 | 331 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 1,632 | 326 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,620 | 324 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tilson Financial Group, Inc. | History | No change | 1,595 | 319 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,537 | 307 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 1,510 | 302 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,513 | 302 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Portland Global Advisors LLC | History | No change | 1,470 | 294 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 1,450 | 290 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,446 | 289 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,437 | 287 | 0.16% | 0.16% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 1,384 | 276 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| William Allan Corp | History | No change | 1,377 | 275 | 0.13% | 0.13% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST HORIZON CORP | History | No change | 1,345 | 269 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,313 | 262 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,307 | 261 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,300 | 260 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Money Management, LLC | History | No change | 1,300 | 260 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,293 | 258 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sigma Planning Corp | History | No change | 1,283 | 256 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,262 | 252 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 1,262 | 252 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 1,248 | 249 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 1,232 | 246 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | No change | 1,234 | 246 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tassel Capital Management, Inc. | History | No change | 1,196 | 239 | 0.11% | 0.11% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cascade Financial Partners, LLC | History | No change | 1,198 | 239 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Annandale Capital, LLC | History | No change | 1,186 | 237 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berkeley, Inc | History | No change | 1,186 | 237 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| M&T BANK CORP | History | No change | 1,179 | 235 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Claro Advisors Inc. | History | No change | 1,173 | 234 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Index Fund Advisors, Inc. | History | No change | 1,157 | 231 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 1,121 | 224 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,100 | 220 | 0.18% | 0.18% | 196 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,089 | 217 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Powerhouse Assets LLC | History | No change | 1,072 | 214 | 0.17% | 0.17% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blueshift Asset Management, LLC | History | No change | 1,068 | 213 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 1,058 | 211 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JMG Financial Group, Ltd. | History | No change | 1,050 | 210 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| One Capital Management, LLC | History | No change | 1,299 | 207 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank OZK | History | No change | 1,029 | 205 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 1,028 | 205 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meridian Wealth Management, LLC | History | No change | 1,012 | 202 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keebeck Wealth Management | History | No change | 1,005 | 201 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | No change | 1,002 | 200 | 0.07% | 0.07% | 207 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Naviter Wealth, LLC | History | No change | 1,000 | 200 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goldstein Advisors, LLC | History | No change | 1,000 | 200 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 947 | 188 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 891 | 178 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 842 | 168 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 825 | 165 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 756 | 151 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 730 | 146 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 704 | 140 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 690 | 138 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 680 | 136 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 676 | 135 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 669 | 133 | 0.1% | 0.1% | 220 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 658 | 131 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 639 | 127 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 619 | 123 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Copia Wealth Management | History | No change | 569 | 113 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 555 | 111 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 517 | 103 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Co / SC | History | No change | 488 | 97 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 485 | 97 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 406 | 81 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 400 | 80 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 398 | 79 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 380 | 76 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 290 | 58 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 290 | 58 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 259 | 51 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 254 | 50 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 230 | 46 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Synergy Investment Management, LLC | History | No change | 233 | 46 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 186 | 37 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 1015 Capital Partners, LLC | History | No change | 180 | 36 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 178 | 35 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 170 | 34 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 170 | 34 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 170 | 34 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 168 | 33 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 168 | 33 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dunhill Financial, LLC | History | No change | 150 | 30 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 143 | 28 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 136 | 27 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 106 | 21 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 100 | 20 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WealthShield Partners, LLC | History | No change | 103 | 20 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 96 | 19 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 89 | 17 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pacific Center for Financial Services | History | No change | 79 | 15 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 57 | 11 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 57 | 11 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 55 | 11 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 50 | 9 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 42 | 8 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 35 | 7 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 38 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 24 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 20 | 4 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avion Wealth | History | No change | 20 | 4 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 17 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 17 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Horizon Investments, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 18 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Winch Advisory Services, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Accent Capital Management, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |