iSHARES TRUST - IYG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | History | No change | 1,545,194 | 139,793 | 1.04% | 1.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,523,347 | 137,817 | 1.82% | 1.82% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,387,734 | 125,548 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,224,738 | 110,863 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,222,231 | 110,575 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 1,088,602 | 98,485 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 739,777 | 66,927 | 1.03% | 1.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 487,555 | 44,109 | 0.52% | 0.52% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 479,885 | 43,415 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 461,178 | 41,722 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 448,681 | 40,592 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 436,095 | 39,453 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 362,421 | 32,788 | 0.41% | 0.41% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 344,920 | 31,204 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kozak & Associates, Inc. | History | No change | 305,432 | 28,194 | 4.89% | 4.89% | 15 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Circle Wealth Management, LLC | History | No change | 294,600 | 26,652 | 0.33% | 0.33% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 196,911 | 17,815 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 193,645 | 17,519 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 155,400 | 14,059 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 153,440 | 13,881 | 1.63% | 1.63% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 145,844 | 13,259 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 147,151 | 13,231 | 0.16% | 0.16% | 22 | -1,340 | -0.9% | Q3 2026 | Oct 05, 2026 |
| Private Advisor Group, LLC | History | No change | 133,068 | 12,038 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 130,414 | 11,798 | 1.54% | 1.54% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SAM Advisors, LLC | History | No change | 119,266 | 10,789 | 2.95% | 2.95% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 116,377 | 10,528 | 0.39% | 0.39% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 111,801 | 10,114 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 97,752 | 8,843 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 96,853 | 8,762 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Howard Capital Management Group, LLC | History | No change | 93,198 | 8,431 | 0.52% | 0.52% | 30 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 84,053 | 7,604 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 72,600 | 6,568 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 70,874 | 6,411 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 69,435 | 6,282 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 66,997 | 6,061 | 0.71% | 0.71% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 65,846 | 5,957 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 57,130 | 5,168 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 54,092 | 4,893 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 50,139 | 4,525 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 47,831 | 4,327 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 46,093 | 4,170 | 1.31% | 1.31% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 45,898 | 4,152 | 1.7% | 1.7% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bernard Wealth Management Corp. | History | No change | 43,980 | 3,978 | 1.47% | 1.47% | 43 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Merit Financial Group, LLC | History | No change | 43,756 | 3,958 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 38,867 | 3,516 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 36,564 | 3,307 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 35,200 | 3,184 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 33,463 | 3,027 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 31,430 | 2,843 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Storen Legacy Partners, LLC | History | No change | 31,125 | 2,815 | 0.77% | 0.77% | 50 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversified Enterprises, LLC | History | No change | 30,843 | 2,790 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,420 | 2,480 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 26,741 | 2,419 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 25,693 | 2,324 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24,666 | 2,230 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,401 | 2,117 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 23,235 | 2,102 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 22,812 | 2,063 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 21,779 | 1,970 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 21,176 | 1,915 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 20,836 | 1,885 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 20,234 | 1,830 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19,797 | 1,791 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMG National Trust Bank | History | No change | 19,094 | 1,727 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 18,973 | 1,716 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 18,260 | 1,651 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 17,727 | 1,603 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 16,775 | 1,517 | 0.7% | 0.7% | 68 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FMR LLC | History | No change | 16,695 | 1,510 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 16,393 | 1,483 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 16,293 | 1,473 | 0.14% | 0.14% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 15,019 | 1,358 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BROWN ADVISORY INC | History | No change | 13,104 | 1,185 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 12,822 | 1,160 | 0.7% | 0.7% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 12,575 | 1,137 | 0.46% | 0.46% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,309 | 1,114 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequent Planning LLC | History | No change | 12,317 | 1,114 | 0.24% | 0.24% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | No change | 12,073 | 1,092 | 0.4% | 0.4% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,062 | 1,091 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 11,752 | 1,063 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 11,457 | 1,036 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,019 | 996 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 10,882 | 984 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 10,812 | 978 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 10,692 | 967 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 10,499 | 949 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prospera Financial Services Inc | History | No change | 10,429 | 943 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,359 | 937 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,198 | 922 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,840 | 890 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,254 | 837 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,257 | 837 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WBH ADVISORY INC | History | No change | 8,903 | 805 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 8,453 | 764 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 8,261 | 747 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordatus Wealth Management LLC | History | No change | 8,256 | 746 | 0.16% | 0.16% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 7,989 | 722 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 7,247 | 678 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Partners Group, Inc | History | No change | 6,922 | 626 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 6,891 | 623 | 0.46% | 0.46% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 6,719 | 607 | 0.46% | 0.46% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 6,322 | 583 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,444 | 582 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 6,389 | 578 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investmark Advisory Group LLC | History | No change | 6,235 | 564 | 0.21% | 0.21% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 6,231 | 563 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 6,213 | 562 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE Private Wealth Advisors | History | No change | 6,207 | 561 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Point72 Asset Management, L.P. | History | No change | 6,016 | 544 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,927 | 536 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Objective Capital Management, LLC | History | No change | 5,867 | 530 | 0.47% | 0.47% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 5,758 | 520 | 0.24% | 0.24% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 5,467 | 494 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Insight Wealth Advisors | History | No change | 5,395 | 488 | 0.14% | 0.14% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK HAPOALIM BM | History | No change | 5,327 | 482 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | No change | 5,253 | 475 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,115 | 462 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 5,018 | 453 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 4,945 | 447 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 4,899 | 443 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 4,683 | 423 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Register Financial Advisors LLC | History | No change | 4,589 | 415 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PUREfi Wealth, LLC | History | No change | 4,450 | 402 | 0.22% | 0.22% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XP Advisory US, Inc. | History | No change | 4,440 | 401 | 0.22% | 0.22% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,373 | 395 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,268 | 386 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 4,121 | 372 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 3,795 | 370 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,874 | 363 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Traveka Wealth, LLC | History | No change | 3,990 | 360 | 0.12% | 0.12% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vise Technologies, Inc. | History | No change | 3,849 | 348 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 3,842 | 347 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 3,816 | 345 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,715 | 336 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 3,711 | 333 | 0.01% | 0.01% | 135 | +48 | 1.31% | Q3 2026 | Oct 08, 2026 |
| COMMERCE BANK | History | No change | 3,580 | 323 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 3,543 | 321 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 3,528 | 319 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,508 | 317 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,495 | 316 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Athena Investment Management | History | No change | 3,345 | 302 | 0.18% | 0.18% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 3,336 | 301 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 3,326 | 300 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,300 | 299 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 3,265 | 295 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 3,246 | 293 | 0.08% | 0.08% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 3,232 | 292 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 3,213 | 290 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sensible Money, LLC | History | No change | 3,213 | 290 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,103 | 286 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Forward, LLC | History | No change | 3,165 | 286 | 0.14% | 0.14% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 3,000 | 271 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 2,973 | 269 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 2,860 | 267 | 0.1% | 0.1% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | No change | 2,948 | 266 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | No change | 2,931 | 265 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Black Diamond Financial, LLC | History | No change | 2,931 | 265 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisors, LLC | History | No change | 2,882 | 260 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,848 | 257 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 2,800 | 253 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pointe Capital Management LLC | History | No change | 2,786 | 252 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | No change | 2,765 | 250 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,663 | 240 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 2,652 | 239 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Asset Management, LLC | History | No change | 2,631 | 238 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,581 | 233 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 2,517 | 227 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 2,400 | 217 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Royal Capital Wealth Management, LLC | History | No change | 2,400 | 217 | 0.12% | 0.12% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,379 | 215 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 2,371 | 214 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,340 | 211 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bravera Wealth | History | No change | 2,325 | 210 | 0.08% | 0.08% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,297 | 207 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,272 | 205 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 2,240 | 202 | 0.1% | 0.1% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Interchange Capital Partners, LLC | History | No change | 2,222 | 201 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 2,220 | 200 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,192 | 198 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,148 | 194 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 2,123 | 190 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,867 | 168 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,825 | 165 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,777 | 160 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 1,767 | 159 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mosley Wealth Management | History | No change | 1,388 | 125 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 1,333 | 120 | 0.1% | 0.1% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,302 | 117 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burk Holdings LLC | History | No change | 1,233 | 111 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,198 | 108 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,050 | 97 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,014 | 91 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 1,000 | 90 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 1,000 | 89 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 900 | 80 | 0.01% | 0.02% | 195 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CITIGROUP INC | History | No change | 850 | 76 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 754 | 68 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 735 | 66 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Activest Wealth Management | History | No change | 740 | 66 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CENTRAL TRUST Co | History | No change | 720 | 65 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tidemark, LLC | History | No change | 717 | 64 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 677 | 61 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 652 | 59 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 635 | 57 | 0.0% | 0.0% | 204 | +382 | 150.99% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | No change | 627 | 56 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 603 | 55 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 580 | 52 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 583 | 52 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 543 | 49 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| High Point Wealth Management, LLC | History | No change | 544 | 49 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 531 | 48 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | New | 514 | 46 | 0.0% | — | 212 | +514 | New | Q3 2026 | Oct 08, 2026 |
| AlphaCore Capital LLC | History | No change | 500 | 45 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 497 | 44 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 462 | 41 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 450 | 40 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Merrithew & Thorsten Inc | History | No change | 425 | 38 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPL Wealth Management, LLC | History | No change | 391 | 35 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 373 | 33 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 344 | 31 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 345 | 31 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 340 | 30 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 339 | 30 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fairscale Capital, LLC | History | No change | 342 | 30 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Synergy Investment Management, LLC | History | No change | 310 | 28 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 300 | 27 | 0.0% | 0.0% | 227 | +17 | 6.01% | Q3 2026 | Oct 02, 2026 |
| Roxbury Financial LLC | History | Added to | 304 | 27 | 0.02% | 0.02% | 228 | +1 | 0.33% | Q3 2026 | Oct 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 300 | 27 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 285 | 25 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Johnson Financial Group, Inc. | History | No change | 273 | 24 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NFSG Corp | History | No change | 253 | 22 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 254 | 22 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 249 | 22 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ancora Advisors LLC | History | No change | 240 | 21 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Markowski Investments | History | No change | 239 | 21 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 216 | 19 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 189 | 17 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 195 | 17 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TSFG, LLC | History | No change | 175 | 16 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 158 | 14 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Monetary Solutions, Ltd | History | No change | 162 | 14 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 165 | 14 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 147 | 13 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 125 | 11 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 120 | 10 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 121 | 10 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Colonial Trust Co / SC | History | No change | 105 | 9 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 99 | 8 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Polaris Financial Partners | History | New | 54 | 7 | 0.0% | — | 250 | +54 | New | Q3 2026 | Oct 02, 2026 |
| Spire Wealth Management | History | No change | 85 | 7 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Olistico Wealth, LLC | History | New | 69 | 6 | 0.0% | — | 252 | +69 | New | Q3 2026 | Oct 05, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 69 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WHITTIER TRUST CO | History | No change | 57 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Life Planners | History | No change | 61 | 5 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | No change | 49 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 49 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 28 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASSETMARK, INC | History | No change | 23 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 32 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Key FInancial Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PlanVest Financial, Inc | History | No change | 13 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Larson Financial Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |