iSHARES TRUST - IYF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 1,675,570 | 213,651 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 1,597,090 | 203,645 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Phoenix Financial Ltd. | History | No change | 1,196,572 | 152,574 | 1.04% | 1.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,177,865 | 150,189 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 1,072,262 | 136,724 | 1.71% | 1.71% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,016,228 | 129,579 | 0.1% | 0.1% | 6 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 750,596 | 95,708 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIL Ltd | History | No change | 708,174 | 90,299 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 640,308 | 81,645 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 507,194 | 64,672 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 411,187 | 52,430 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 383,365 | 48,882 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 311,755 | 39,751 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 278,069 | 35,456 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 275,949 | 35,186 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 224,000 | 28,562 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnus Financial Group LLC | History | No change | 211,969 | 27,028 | 1.91% | 1.91% | 17 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 196,169 | 25,013 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 184,347 | 23,506 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 171,941 | 21,927 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 156,036 | 19,896 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 144,136 | 18,378 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 129,455 | 16,506 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 119,870 | 15,309 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 119,628 | 15,253 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 115,962 | 14,825 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 115,191 | 14,688 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 114,833 | 14,642 | 0.77% | 0.77% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XML Financial, LLC | History | No change | 113,768 | 14,506 | 1.06% | 1.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 111,273 | 14,200 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 109,306 | 13,937 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 84,730 | 10,803 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 80,854 | 10,309 | 2.48% | 2.48% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 75,864 | 9,673 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 75,109 | 9,565 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 73,112 | 9,325 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 69,625 | 8,878 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 63,048 | 8,039 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 55,477 | 7,077 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Citizens Financial Corp | History | Reduced | 54,091 | 6,797 | 2.86% | 2.89% | 40 | -206 | -0.38% | Q3 2026 | Oct 02, 2026 |
| WASHINGTON TRUST Co | History | No change | 52,495 | 6,693 | 0.21% | 0.21% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 49,581 | 6,322 | 0.64% | 0.64% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 46,769 | 5,964 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valor Advisors LLC | History | No change | 42,296 | 5,393 | 3.98% | 3.98% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 41,962 | 5,350 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 39,969 | 5,096 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 38,800 | 4,947 | 1.69% | 1.69% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Finley Financial, LLC | History | No change | 38,371 | 4,892 | 1.97% | 1.97% | 48 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Eagle Strategies LLC | History | No change | 37,269 | 4,752 | 0.47% | 0.47% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HC Advisors, LLC | History | No change | 37,120 | 4,733 | 2.87% | 2.87% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 35,504 | 4,527 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 34,348 | 4,379 | 0.29% | 0.29% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 33,206 | 4,234 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 33,115 | 4,222 | 0.61% | 0.61% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 31,600 | 4,029 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | No change | 28,534 | 3,638 | 2.83% | 2.83% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 26,540 | 3,384 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Somerset Group LLC | History | No change | 25,323 | 3,366 | 2.36% | 2.36% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 25,341 | 3,231 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KKM Financial LLC | History | No change | 25,284 | 3,223 | 0.44% | 0.44% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colony Family Offices, LLC | History | No change | 24,982 | 3,185 | 0.7% | 0.7% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nvest Financial, LLC | History | No change | 24,979 | 3,185 | 1.01% | 1.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24,245 | 3,096 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 24,093 | 3,072 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 23,573 | 3,005 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 23,484 | 2,994 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | No change | 23,258 | 2,965 | 0.13% | 0.13% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 21,485 | 2,739 | 0.67% | 0.67% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 21,434 | 2,733 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | No change | 20,715 | 2,641 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 20,280 | 2,639 | 0.13% | 0.13% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Freedom, LLC | History | No change | 20,056 | 2,557 | 1.17% | 1.17% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | Added to | 20,255 | 2,545 | 0.07% | 0.07% | 73 | +98 | 0.49% | Q3 2026 | Oct 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,362 | 2,468 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 18,312 | 2,335 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 18,140 | 2,313 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 18,100 | 2,307 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,991 | 2,294 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 17,868 | 2,278 | 1.06% | 1.06% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 17,675 | 2,253 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 17,555 | 2,238 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 17,543 | 2,236 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 16,573 | 2,113 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 16,557 | 2,111 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 16,154 | 2,103 | 0.41% | 0.41% | 85 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 16,387 | 2,089 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 16,090 | 2,051 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allen Investment Management, LLC | History | No change | 15,835 | 2,019 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 15,549 | 1,982 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 15,389 | 1,962 | 0.94% | 0.94% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,022 | 1,915 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 14,996 | 1,912 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 14,156 | 1,881 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 14,501 | 1,849 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essex LLC | History | No change | 13,768 | 1,755 | 0.27% | 0.27% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMERCE BANK | History | No change | 13,683 | 1,744 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 13,562 | 1,729 | 0.16% | 0.16% | 97 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,056 | 1,664 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,038 | 1,662 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 12,996 | 1,657 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 12,864 | 1,640 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 12,865 | 1,640 | 0.47% | 0.47% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | No change | 11,741 | 1,497 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 11,582 | 1,476 | 0.34% | 0.34% | 104 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 11,519 | 1,468 | 0.56% | 0.56% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 11,231 | 1,432 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 11,162 | 1,423 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,030 | 1,406 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cascade Financial Partners, LLC | History | No change | 10,984 | 1,400 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,807 | 1,378 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 10,662 | 1,359 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,461 | 1,333 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 10,459 | 1,333 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 10,310 | 1,315 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 9,863 | 1,257 | 0.29% | 0.29% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 9,864 | 1,257 | 0.76% | 0.76% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nova Wealth Management, Inc. | History | No change | 9,828 | 1,253 | 0.69% | 0.69% | 117 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,788 | 1,248 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 9,653 | 1,231 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baird Financial Group, Inc. | History | No change | 9,658 | 1,231 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 9,594 | 1,223 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 9,487 | 1,209 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,483 | 1,209 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,320 | 1,188 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 9,230 | 1,176 | 0.2% | 0.2% | 125 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealth Management Partners, LLC | History | No change | 9,207 | 1,174 | 0.28% | 0.28% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | No change | 9,021 | 1,150 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,945 | 1,140 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 8,845 | 1,128 | 0.78% | 0.78% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Acropolis Investment Management, LLC | History | No change | 8,770 | 1,118 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tidemark, LLC | History | No change | 8,500 | 1,083 | 0.24% | 0.24% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prostatis Group LLC | History | No change | 8,463 | 1,079 | 0.25% | 0.25% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,200 | 1,045 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 8,117 | 1,035 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tepp RIA, LLC | History | No change | 8,117 | 1,035 | 0.7% | 0.7% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 8,625 | 1,014 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 7,915 | 1,009 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,718 | 984 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 7,722 | 984 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HF Advisory Group, LLC | History | No change | 7,655 | 976 | 0.3% | 0.3% | 140 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Stratos Investment Management, LLC | History | No change | 7,607 | 970 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 7,605 | 969 | 0.36% | 0.36% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Management Associates, Inc. | History | No change | 7,533 | 960 | 0.26% | 0.26% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,477 | 953 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 7,447 | 949 | 0.39% | 0.39% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,998 | 929 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ancora Advisors LLC | History | No change | 7,199 | 917 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 7,180 | 915 | 0.29% | 0.29% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 7,135 | 909 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | No change | 7,116 | 907 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Haverford Trust Co | History | No change | 7,041 | 897 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HFG Advisors, Inc. | History | No change | 6,981 | 890 | 0.56% | 0.56% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPWM LLC | History | No change | 6,786 | 865 | 0.19% | 0.19% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,670 | 850 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 6,472 | 825 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Redwood Financial Network Corp | History | No change | 6,306 | 804 | 0.45% | 0.45% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Councilor Wealth, LLC | History | No change | 6,225 | 793 | 0.32% | 0.32% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 6,214 | 792 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 6,202 | 790 | 0.32% | 0.32% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,180 | 788 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 6,149 | 784 | 0.35% | 0.35% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 6,136 | 782 | 0.17% | 0.17% | 162 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Empirical Asset Management, LLC | History | No change | 6,105 | 778 | 0.18% | 0.18% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,054 | 771 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 6,020 | 767 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset One Wealth Management LLC | History | No change | 5,677 | 763 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 5,797 | 739 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | No change | 5,709 | 727 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,593 | 713 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 5,582 | 711 | 0.3% | 0.3% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,547 | 707 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,506 | 702 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Chesapeake Wealth Management | History | No change | 5,505 | 701 | 0.2% | 0.2% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,460 | 696 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Americana Partners, LLC | History | No change | 5,456 | 695 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 5,414 | 690 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 5,377 | 685 | 0.25% | 0.25% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 5,272 | 672 | 0.17% | 0.17% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,201 | 663 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GDS Wealth Management | History | No change | 5,187 | 661 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sargent Investment Group, LLC | History | No change | 5,130 | 654 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 5,038 | 642 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Visionary Wealth Advisors | History | No change | 5,031 | 641 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Samara Investment Management, LLC | History | No change | 5,007 | 638 | 0.59% | 0.59% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 5,002 | 637 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 4,997 | 637 | 0.09% | 0.09% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 4,960 | 632 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 4,946 | 630 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 4,904 | 625 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 4,851 | 618 | 0.25% | 0.25% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Simmons Bank | History | No change | 4,845 | 617 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Triton Wealth Management, PLLC | History | No change | 4,691 | 615 | 0.19% | 0.19% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glenview Trust Co | History | No change | 4,817 | 614 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 4,800 | 612 | 0.13% | 0.13% | 194 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lido Advisors, LLC | History | No change | 4,792 | 611 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 4,675 | 596 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 4,538 | 578 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 4,460 | 568 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| XTX Topco Ltd | History | No change | 4,428 | 564 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 4,268 | 544 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LRI Investments, LLC | History | No change | 4,217 | 537 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 3,967 | 534 | 0.13% | 0.13% | 202 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HRT FINANCIAL LP | History | No change | 4,120 | 525 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 4,122 | 525 | 0.07% | 0.07% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,090 | 521 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 4,084 | 520 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 4,075 | 520 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gryphon Financial Partners LLC | History | No change | 4,076 | 519 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 4,040 | 515 | 0.34% | 0.34% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 4,037 | 514 | 0.24% | 0.24% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 3,961 | 505 | 0.12% | 0.12% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,941 | 502 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 3,923 | 500 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 3,918 | 499 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,895 | 496 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 3,893 | 496 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 3,545 | 485 | 0.19% | 0.19% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lighthouse Financial LLC | History | No change | 3,790 | 483 | 0.25% | 0.25% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,786 | 482 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,784 | 482 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Financial, LLC | History | No change | 3,755 | 478 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 3,736 | 476 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Unified Investment Management | History | No change | 3,734 | 476 | 0.44% | 0.44% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 3,727 | 475 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 3,727 | 475 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 3,722 | 474 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WESPAC Advisors, LLC | History | No change | 3,631 | 462 | 0.23% | 0.23% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,600 | 459 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 3,598 | 458 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 3,596 | 458 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ironwood Financial, llc | History | No change | 3,432 | 457 | 0.07% | 0.07% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NorthRock Partners, LLC | History | No change | 3,588 | 457 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,536 | 450 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 3,809 | 448 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,431 | 437 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobs Equity LLC | History | No change | 3,388 | 432 | 0.3% | 0.3% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 3,381 | 431 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,384 | 431 | 0.07% | 0.07% | 238 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,363 | 428 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 3,358 | 428 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | No change | 3,350 | 427 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 3,344 | 426 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAGCO, INC. | History | No change | 3,340 | 425 | 0.08% | 0.08% | 243 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Urban Wealth Management, LLC | History | No change | 3,315 | 422 | 0.37% | 0.37% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Carnegie Investment Counsel | History | No change | 3,302 | 421 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewSquare Capital LLC | History | No change | 3,304 | 421 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,274 | 417 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 3,272 | 417 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atlas Brown,Inc. | History | No change | 3,248 | 414 | 0.11% | 0.11% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 3,239 | 413 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 3,241 | 413 | 0.11% | 0.11% | 251 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 3,208 | 409 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JT Stratford LLC | History | No change | 3,170 | 404 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 3,165 | 403 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TrueWealth Advisors, LLC | History | No change | 3,155 | 402 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 3,159 | 402 | 0.14% | 0.14% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 3,142 | 400 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,131 | 399 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 3,113 | 396 | 0.07% | 0.07% | 259 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 3,105 | 396 | 0.23% | 0.23% | 260 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 3,091 | 394 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,084 | 393 | 0.13% | 0.13% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Decker Wealth Management LLC | History | No change | 3,076 | 392 | 0.08% | 0.08% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HCR Wealth Advisors | History | No change | 3,072 | 391 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,049 | 388 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 3,034 | 386 | 0.11% | 0.11% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SMITH, MOORE & CO. | History | No change | 3,011 | 383 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 2,940 | 374 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 2,940 | 374 | 0.17% | 0.17% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,875 | 374 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 2,874 | 366 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| One Capital Management, LLC | History | No change | 3,082 | 362 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investment Advisory Group, LLC | History | No change | 2,817 | 359 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trilogy Capital Inc. | History | No change | 2,809 | 358 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| WULFF, HANSEN & CO. | History | No change | 2,775 | 353 | 0.27% | 0.27% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,772 | 353 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dakota Wealth Management | History | No change | 2,761 | 352 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 2,754 | 351 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Archer Investment Corp | History | No change | 2,720 | 346 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 2,713 | 345 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,702 | 344 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sowell Financial Services LLC | History | No change | 2,688 | 342 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,669 | 340 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,632 | 335 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 2,551 | 325 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rehmann Capital Advisory Group | History | No change | 2,526 | 322 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,500 | 318 | 0.07% | 0.07% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 2,464 | 314 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tudor Financial Inc. | History | No change | 2,455 | 313 | 0.14% | 0.14% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,403 | 312 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Alternatives, Inc | History | No change | 2,406 | 306 | 0.15% | 0.15% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | No change | 2,400 | 306 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 2,395 | 305 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,389 | 304 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,383 | 303 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,367 | 301 | 0.16% | 0.16% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,200 | 293 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,289 | 291 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 2,278 | 290 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LVW Advisors, LLC | History | No change | 2,263 | 288 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IPG Investment Advisors LLC | History | No change | 2,258 | 287 | 0.04% | 0.04% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,234 | 284 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 2,226 | 283 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 2,206 | 281 | 0.09% | 0.09% | 304 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Integras Partners LLC | History | No change | 2,150 | 274 | 0.15% | 0.15% | 305 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 2,109 | 268 | 0.12% | 0.12% | 306 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 2,057 | 262 | 0.11% | 0.11% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Darrow Company, Inc. | History | No change | 2,054 | 261 | 0.1% | 0.1% | 308 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fiduciary Alliance LLC | History | No change | 2,028 | 258 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 2,021 | 257 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Royal Capital Wealth Management, LLC | History | No change | 2,000 | 255 | 0.14% | 0.14% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Payne Capital Management, LLC | History | No change | 2,000 | 255 | 0.07% | 0.07% | 312 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ruggiero Investments, Inc. | History | No change | 2,000 | 255 | 0.21% | 0.21% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 1,992 | 254 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 1,978 | 252 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,977 | 252 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 1,974 | 251 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vision Capital Management, Inc. | History | No change | 1,974 | 251 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 1,940 | 247 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PFG Advisors | History | No change | 1,919 | 244 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,908 | 243 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial Services, Inc. | History | No change | 1,910 | 243 | 0.11% | 0.11% | 322 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Moors & Cabot, Inc. | History | No change | 1,896 | 241 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,893 | 241 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 1,892 | 241 | 0.04% | 0.04% | 325 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 1,893 | 241 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intellectus Partners, LLC | History | No change | 1,870 | 238 | 0.04% | 0.04% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 1,865 | 237 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 1,843 | 235 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,835 | 233 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sequent Planning LLC | History | No change | 1,830 | 233 | 0.05% | 0.05% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 1,825 | 232 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,820 | 232 | 0.08% | 0.08% | 333 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 1,818 | 231 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarendon Private LLC | History | No change | 1,790 | 228 | 0.15% | 0.15% | 335 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 1,773 | 226 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 1,769 | 225 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,755 | 223 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 1,744 | 222 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PW Nova Financial Services LLC | History | No change | 1,710 | 218 | 0.05% | 0.05% | 340 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 1,702 | 217 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 1,696 | 216 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,691 | 215 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 1,673 | 213 | 0.04% | 0.04% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 1,674 | 213 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Occidental Asset Management, LLC | History | No change | 1,645 | 209 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advance Capital Management, Inc. | History | No change | 1,636 | 208 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 1,615 | 205 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bensler, LLC | History | No change | 1,611 | 205 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,601 | 204 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Well Done, LLC | History | No change | 1,593 | 203 | 0.03% | 0.03% | 351 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Western Wealth Management, LLC | History | No change | 1,576 | 200 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 1,571 | 200 | 0.27% | 0.27% | 353 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 1,518 | 193 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,479 | 188 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 1,370 | 174 | 0.05% | 0.05% | 356 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,352 | 172 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,291 | 164 | 0.13% | 0.13% | 358 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | History | No change | 1,180 | 150 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1,048 | 133 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,017 | 129 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,000 | 127 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Regatta Research & Money Management | History | No change | 991 | 126 | 0.12% | 0.12% | 363 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 891 | 114 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 877 | 111 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 860 | 109 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 826 | 105 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 825 | 105 | 0.03% | 0.03% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 800 | 102 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arlington Trust Co LLC | History | No change | 800 | 102 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 800 | 102 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Johnson Financial Group, Inc. | History | No change | 729 | 92 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 704 | 89 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| ASSETMARK, INC | History | No change | 684 | 87 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bare Financial Services, Inc | History | No change | 688 | 87 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 671 | 85 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Advisors | History | No change | 646 | 82 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 646 | 82 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Activest Wealth Management | History | No change | 650 | 82 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 641 | 81 | 0.03% | 0.03% | 380 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 590 | 75 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 577 | 73 | 0.03% | 0.03% | 382 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 550 | 70 | 0.16% | 0.16% | 383 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 534 | 68 | 0.06% | 0.06% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 527 | 67 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 10,000 | 65 | 0.05% | 0.05% | 386 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 500 | 63 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 488 | 62 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 480 | 61 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 480 | 61 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 435 | 55 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Front Row Advisors LLC | History | No change | 397 | 54 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIMA LLC | History | No change | 428 | 54 | 0.05% | 0.05% | 393 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NFSG Corp | History | No change | 417 | 53 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 404 | 51 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 400 | 51 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Realta Investment Advisors | History | No change | 406 | 51 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 404 | 51 | 0.04% | 0.04% | 398 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vision Retirement, LLC | History | No change | 400 | 51 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 356 | 45 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 327 | 42 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 329 | 41 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evolution Advisers, Inc. | History | No change | 319 | 40 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Center for Financial Planning, Inc. | History | No change | 310 | 39 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Key Capital Management, INC | History | No change | 306 | 39 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MTM Investment Management, LLC | History | No change | 300 | 38 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Perspectives, Inc | History | No change | 301 | 38 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 295 | 37 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Miller Capital Partners, Inc. | History | No change | 292 | 37 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Capital Management | History | No change | 280 | 35 | 0.02% | 0.02% | 410 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCF Advisors LLC | History | No change | 265 | 33 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 262 | 33 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 265 | 33 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 250 | 31 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 230 | 30 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pacific Center for Financial Services | History | No change | 236 | 30 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO | History | No change | 210 | 28 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 213 | 27 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Princeton Global Asset Management LLC | History | No change | 215 | 27 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Life Planners | History | No change | 216 | 27 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 206 | 26 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 200 | 25 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Downshift Financial, LLC | History | No change | 201 | 25 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BankChampaign, National Association | History | No change | 191 | 24 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 182 | 23 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 175 | 22 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caitlin John, LLC | History | No change | 176 | 22 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 171 | 21 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Abound Wealth Management | History | No change | 170 | 21 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 160 | 20 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 156 | 20 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 162 | 20 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 160 | 20 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 145 | 18 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 135 | 17 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 114 | 14 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 112 | 14 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 108 | 13 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Capital Management Investments LLC | History | No change | 109 | 13 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 102 | 12 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Addison Advisors LLC | History | No change | 100 | 12 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 100 | 12 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Capital Management | History | No change | 87 | 11 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 94 | 11 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 94 | 11 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOWE & RUSLING INC | History | No change | 78 | 9 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atomic Invest LLC | History | No change | 63 | 7 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 49 | 6 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 48 | 6 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parkside Financial Bank & Trust | History | No change | 45 | 5 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Pflug Koory, LLC | History | No change | 40 | 5 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concord Wealth Partners | History | No change | 46 | 5 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 38 | 4 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Investors Research Corp | History | No change | 25 | 3 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avion Wealth | History | No change | 23 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 19 | 2 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 14 | 1 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TSFG, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Register Financial Advisors LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DOLIVER ADVISORS, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -2,264 | -100.0% | Q3 2026 | Oct 01, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Banque Cantonale Vaudoise | History | No change | 2,803 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |