iSHARES TRUST - IWX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 9,859,021 | 1,036,774 | 3.57% | 3.57% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,907,301 | 516,051 | 2.47% | 2.47% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 4,514,061 | 474,698 | 7.1% | 7.1% | 3 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,815,846 | 190,954 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AE Wealth Management LLC | History | No change | 1,176,003 | 123,668 | 0.58% | 0.58% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lido Advisors, LLC | History | No change | 911,734 | 95,878 | 0.26% | 0.26% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Proficio Capital Partners LLC | History | No change | 692,856 | 72,860 | 2.62% | 2.62% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 565,031 | 59,418 | 0.32% | 0.32% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 550,641 | 57,905 | 18.51% | 18.51% | 9 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 513,314 | 53,980 | 10.58% | 10.58% | 10 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 492,332 | 51,773 | 1.16% | 1.16% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 483,315 | 50,825 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SVB WEALTH LLC | History | No change | 477,994 | 50,265 | 3.17% | 3.17% | 13 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 414,030 | 44,430 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 394,910 | 41,528 | 2.46% | 2.46% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 376,112 | 39,551 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 324,849 | 34,161 | 8.73% | 8.73% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | No change | 316,217 | 33,253 | 0.56% | 0.56% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 289,542 | 31,713 | 3.47% | 3.21% | 19 | +9,665 | 3.45% | Q3 2026 | Oct 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 287,855 | 30,314 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 266,777 | 28,054 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeWealth Investments, LLC | History | No change | 249,969 | 26,286 | 7.03% | 7.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 239,223 | 25,345 | 5.12% | 5.12% | 23 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JSF Financial, LLC | History | No change | 239,472 | 25,182 | 3.98% | 3.98% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 236,778 | 24,899 | 1.09% | 1.09% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 217,189 | 22,839 | 0.17% | 0.17% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 216,815 | 22,800 | 0.13% | 0.13% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 207,128 | 21,781 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 201,456 | 21,185 | 7.95% | 7.95% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 200,112 | 21,043 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 181,611 | 19,098 | 0.21% | 0.21% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 179,280 | 18,853 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 176,522 | 18,563 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 174,263 | 18,325 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 164,385 | 17,286 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 148,157 | 15,580 | 0.24% | 0.24% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 142,144 | 14,947 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 135,545 | 14,253 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 133,886 | 14,185 | 1.87% | 1.87% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Montgomery Financial Services LLC | History | No change | 132,081 | 13,889 | 12.07% | 12.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 131,189 | 13,795 | 0.17% | 0.17% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key Capital Management, INC | History | No change | 128,769 | 13,541 | 6.97% | 6.97% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Capital Management, LLC | History | No change | 133,890 | 12,407 | 0.35% | 0.35% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 116,634 | 12,265 | 0.41% | 0.41% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 105,799 | 11,126 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 88,860 | 9,345 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 84,977 | 8,936 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wall Capital Group, Inc. | History | No change | 78,088 | 8,211 | 6.72% | 6.72% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Veridan Wealth LLC | History | No change | 64,262 | 6,757 | 2.3% | 2.3% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Advisory Services, LLC | History | No change | 63,553 | 6,683 | 4.7% | 4.7% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 62,611 | 6,584 | 0.22% | 0.22% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 62,095 | 6,529 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS FINANCIAL, LLC | History | No change | 75,271 | 6,337 | 4.62% | 4.62% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 57,635 | 6,060 | 0.22% | 0.22% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 55,107 | 5,795 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Csenge Advisory Group | History | No change | 52,901 | 5,563 | 0.23% | 0.23% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATTERS CAPITAL LLC | History | No change | 52,223 | 5,491 | 3.84% | 3.84% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 51,675 | 5,434 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 51,115 | 5,375 | 0.32% | 0.32% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 50,412 | 5,301 | 0.37% | 0.37% | 60 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 49,065 | 5,159 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 48,575 | 5,108 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 44,866 | 4,718 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compound Planning, Inc. | History | No change | 43,758 | 4,601 | 0.12% | 0.12% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 41,658 | 4,380 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 39,500 | 4,153 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 37,565 | 3,950 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SigFig Wealth Management, LLC | History | New | 35,039 | 3,837 | 0.1% | — | 68 | +35,039 | New | Q3 2026 | Oct 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 36,147 | 3,801 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 33,488 | 3,521 | 0.19% | 0.19% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 30,778 | 3,236 | 1.45% | 1.45% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 30,132 | 3,168 | 0.53% | 0.53% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FWG Investments, LLC. | History | No change | 29,840 | 3,137 | 1.66% | 1.66% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 29,004 | 3,050 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 27,983 | 2,943 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| World Investment Advisors | History | No change | 27,684 | 2,821 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 24,840 | 2,606 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 24,632 | 2,590 | 2.01% | 2.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIGROUP INC | History | No change | 22,509 | 2,367 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 22,030 | 2,316 | 0.33% | 0.33% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waldron Private Wealth LLC | History | No change | 21,097 | 2,218 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19,995 | 2,190 | 0.02% | 0.02% | 82 | -38 | -0.19% | Q3 2026 | Oct 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 19,820 | 2,084 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centerpoint Advisory Group | History | No change | 19,815 | 2,083 | 1.32% | 1.32% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 18,227 | 1,916 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Blueprint, LLC | History | No change | 18,038 | 1,896 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 17,838 | 1,878 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 17,784 | 1,870 | 0.5% | 0.5% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BROWN ADVISORY INC | History | No change | 17,444 | 1,834 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 16,794 | 1,766 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,535 | 1,738 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 15,748 | 1,692 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Spectrum Advisors, Inc. | History | No change | 16,081 | 1,691 | 1.2% | 1.2% | 93 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 15,831 | 1,664 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 15,187 | 1,663 | 0.04% | 0.04% | 95 | +28 | 0.18% | Q3 2026 | Oct 07, 2026 |
| HRT FINANCIAL LP | History | No change | 15,497 | 1,629 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 14,952 | 1,572 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpha Zero LLC | History | No change | 13,925 | 1,514 | 0.57% | 0.57% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLP Wealth Management, LLC | History | No change | 14,238 | 1,497 | 2.66% | 2.66% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 13,956 | 1,467 | 0.46% | 0.46% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 13,901 | 1,461 | 0.57% | 0.57% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 13,778 | 1,448 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Claro Advisors Inc. | History | No change | 13,552 | 1,425 | 0.15% | 0.15% | 103 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cresset Asset Management, LLC | History | No change | 13,321 | 1,400 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 12,728 | 1,338 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 12,667 | 1,332 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 12,463 | 1,310 | 0.45% | 0.45% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,344 | 1,298 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centennial Advisors, LLC | History | No change | 11,883 | 1,249 | 1.49% | 1.49% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 11,736 | 1,234 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | No change | 10,690 | 1,124 | 0.4% | 0.4% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 10,330 | 1,086 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 10,264 | 1,079 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,256 | 1,078 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,783 | 1,028 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 9,757 | 1,026 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 9,576 | 1,007 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tailwinds Wealth, LLC | History | No change | 9,547 | 1,003 | 0.59% | 0.59% | 118 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 9,227 | 970 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 9,200 | 967 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,045 | 951 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMART Wealth LLC | History | No change | 8,932 | 939 | 0.2% | 0.2% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,900 | 935 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCS Capital Management LLC | History | No change | 8,851 | 930 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Index Technologies Group LLC | History | No change | 8,780 | 923 | 0.74% | 0.74% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8,511 | 896 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 8,506 | 894 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mason & Associates Inc | History | No change | 8,420 | 885 | 0.14% | 0.14% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 7,812 | 875 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 7,176 | 754 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 7,149 | 751 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,040 | 740 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Operose Advisors LLC | History | No change | 6,639 | 698 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 6,519 | 685 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,365 | 669 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FSA Advisors, Inc. | History | No change | 6,369 | 669 | 0.31% | 0.31% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 5,970 | 653 | 0.15% | 0.12% | 137 | +1,410 | 30.92% | Q3 2026 | Oct 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,095 | 640 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,979 | 628 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GenWealth Group, Inc. | History | No change | 5,836 | 613 | 0.1% | 0.1% | 140 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rothschild Wealth LLC | History | No change | 5,775 | 607 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 5,715 | 600 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Networth Advisors, LLC | History | No change | 5,648 | 593 | 0.34% | 0.34% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 5,496 | 577 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arvest Bank Trust Division | History | No change | 5,372 | 564 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,182 | 544 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Align Financial, LLC | History | No change | 5,114 | 537 | 0.27% | 0.27% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 4,900 | 515 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBL Wealth, LLC | History | No change | 4,800 | 504 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,775 | 502 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,754 | 499 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 4,537 | 477 | 0.34% | 0.34% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 4,492 | 472 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triad Wealth Partners, LLC | History | No change | 4,223 | 469 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vantage Point Financial LLC | History | No change | 4,407 | 463 | 0.14% | 0.14% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,399 | 462 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,330 | 455 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | No change | 4,320 | 453 | 0.34% | 0.34% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,230 | 444 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 4,214 | 443 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REAP Financial Group, LLC | History | No change | 4,169 | 438 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kelly Financial Services LLC | History | No change | 4,063 | 427 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| M&T BANK CORP | History | No change | 4,003 | 420 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 3,977 | 418 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 3,900 | 410 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GTS SECURITIES LLC | History | No change | 3,882 | 408 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,808 | 400 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,768 | 396 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,768 | 396 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advyzon Investment Management, LLC | History | No change | 3,774 | 396 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 3,741 | 393 | 0.15% | 0.15% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,676 | 386 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,621 | 380 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BALLAST ADVISORS LLC | History | No change | 3,606 | 379 | 0.09% | 0.09% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 3,547 | 373 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 3,513 | 369 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,493 | 367 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 3,467 | 364 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 3,410 | 358 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 3,411 | 358 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Composition Wealth, LLC | History | No change | 3,337 | 350 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,319 | 348 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 3,305 | 347 | 0.15% | 0.15% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 3,293 | 346 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,277 | 344 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,205 | 337 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAGCO, INC. | History | No change | 3,192 | 335 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 3,105 | 326 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 3,086 | 324 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversified Trust Co | History | No change | 3,072 | 323 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| 1832 Asset Management L.P. | History | No change | 3,045 | 320 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,017 | 317 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,001 | 315 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 2,922 | 307 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heck Capital Advisors, LLC | History | No change | 2,903 | 305 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sigma Planning Corp | History | No change | 2,891 | 303 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 2,886 | 303 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,886 | 303 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Argent Trust Co | History | No change | 2,822 | 296 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 2,658 | 279 | 0.1% | 0.1% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tenzing Financial LLC | History | No change | 2,589 | 278 | 0.19% | 0.19% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,635 | 277 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 2,641 | 277 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | No change | 2,556 | 268 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 2,540 | 267 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 2,491 | 261 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 2,463 | 259 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 2,444 | 257 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 2,415 | 253 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLB&B Advisors, LLC | History | No change | 2,387 | 251 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cordatus Wealth Management LLC | History | No change | 2,352 | 247 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 2,332 | 245 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 2,306 | 242 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Synergy Asset Management, LLC | History | No change | 2,285 | 240 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | History | No change | 2,286 | 240 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 2,264 | 238 | 0.11% | 0.11% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RiverGlades Family Offices LLC | History | No change | 2,257 | 237 | 0.11% | 0.11% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 2,247 | 236 | 0.09% | 0.09% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 2,215 | 232 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parvin Asset Management, LLC | History | No change | 2,197 | 231 | 0.18% | 0.18% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 2,164 | 227 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rossby Financial, LCC | History | No change | 2,136 | 224 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,102 | 221 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Quadrature Capital Ltd | History | No change | 2,059 | 216 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Council, LLC | History | No change | 2,005 | 210 | 0.07% | 0.07% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 1,913 | 201 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | Reduced | 1,819 | 199 | 0.0% | 0.0% | 227 | -89 | -4.66% | Q3 2026 | Oct 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,749 | 183 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 1,621 | 170 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,578 | 165 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,421 | 155 | 0.0% | 0.0% | 231 | +31 | 2.23% | Q3 2026 | Oct 08, 2026 |
| Colonial Trust Co / SC | History | No change | 1,435 | 150 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 1,395 | 146 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,351 | 142 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SouthState Bank Corp | History | No change | 1,132 | 119 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EFG International AG | History | No change | 1,110 | 116 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,047 | 110 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 961 | 101 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 872 | 91 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 775 | 84 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Signature Equity Partners, LLC | History | No change | 783 | 82 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BESSEMER GROUP INC | History | No change | 660 | 69 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 647 | 68 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 632 | 66 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| IFG Advisory, LLC | History | No change | 600 | 63 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 587 | 62 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 539 | 56 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 500 | 52 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Planning Strategies Inc. | History | No change | 433 | 47 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 440 | 46 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | No change | 421 | 44 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 340 | 35 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 294 | 30 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 267 | 28 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| IFP Advisors, Inc | History | No change | 257 | 27 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 245 | 25 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 203 | 21 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 179 | 19 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 171 | 18 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| New Republic Capital, LLC | History | No change | 140 | 14 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 112 | 11 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Trust, LLC | History | No change | 103 | 10 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 103 | 10 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 90 | 9 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Continuum Advisory, LLC | History | No change | 69 | 7 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 65 | 6 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Spire Wealth Management | History | No change | 54 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 47 | 4 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,374 | -100.0% | Q3 2026 | Oct 06, 2026 |