iSHARES TRUST - IYT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 4,855,186 | 425,460 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,392,497 | 207,549 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,302,141 | 199,710 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,732,162 | 150,265 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,446,446 | 125,479 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WestEnd Advisors, LLC | History | No change | 1,383,695 | 120,038 | 2.68% | 2.68% | 6 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,286,966 | 111,644 | 0.22% | 0.22% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 826,646 | 71,711 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 589,896 | 51,173 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 576,897 | 50,045 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 539,227 | 46,777 | 0.9% | 0.9% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 523,600 | 45,422 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 492,750 | 42,746 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 400,029 | 34,702 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 290,181 | 25,173 | 0.47% | 0.47% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 227,530 | 19,738 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 200,712 | 17,412 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 200,665 | 17,407 | 0.18% | 0.18% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 200,063 | 17,355 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 189,991 | 16,481 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 167,400 | 14,521 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 153,671 | 13,331 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 129,993 | 11,280 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gimbal Financial | History | No change | 128,232 | 11,124 | 6.84% | 6.84% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Point72 Asset Management, L.P. | History | No change | 121,700 | 10,557 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 116,411 | 10,098 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 105,000 | 9,108 | 0.15% | 0.15% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 91,168 | 7,908 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. Goldman & Co LP | History | No change | 84,022 | 7,288 | 0.19% | 0.19% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 71,200 | 6,176 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 70,319 | 6,100 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 65,789 | 5,707 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 60,503 | 5,248 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Qube Research & Technologies Ltd | History | No change | 59,269 | 5,141 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rokos Capital Management LLP | History | No change | 59,100 | 5,126 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 58,050 | 5,036 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 53,020 | 4,599 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 47,792 | 4,145 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 45,695 | 3,964 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 40,710 | 3,531 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 39,901 | 3,461 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McGuire Investment Group, LLC | History | No change | 39,090 | 3,391 | 0.3% | 0.3% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 38,625 | 3,350 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 37,697 | 3,286 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 34,500 | 2,992 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 33,800 | 2,932 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 33,075 | 2,869 | 0.18% | 0.18% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 31,994 | 2,775 | 0.27% | 0.27% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | No change | 30,741 | 2,666 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 30,415 | 2,638 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clarus Wealth Advisors | History | No change | 30,095 | 2,605 | 1.0% | 1.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Caption Management, LLC | History | No change | 30,000 | 2,602 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 28,671 | 2,487 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 25,754 | 2,234 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 25,077 | 2,175 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | No change | 25,077 | 2,175 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 24,080 | 2,088 | 0.57% | 0.57% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 24,035 | 2,085 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Florin Court Capital LLP | History | No change | 23,900 | 2,073 | 3.39% | 3.39% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 23,457 | 2,035 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Indie Asset Partners, LLC | History | No change | 22,859 | 1,983 | 1.9% | 1.9% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 22,647 | 1,964 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 21,800 | 1,891 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIG BROKERAGE, LP | History | No change | 21,085 | 1,829 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 20,306 | 1,761 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 18,295 | 1,587 | 0.1% | 0.1% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 18,100 | 1,570 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | No change | 16,654 | 1,444 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Advisors,llc | History | No change | 15,973 | 1,385 | 0.29% | 0.29% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Signature Equity Partners, LLC | History | No change | 15,889 | 1,378 | 0.63% | 0.63% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | No change | 15,753 | 1,366 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Massachusetts Wealth Management | History | No change | 15,270 | 1,324 | 0.5% | 0.5% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,672 | 1,272 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 14,587 | 1,265 | 0.13% | 0.13% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 12,923 | 1,138 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 12,403 | 1,075 | 0.22% | 0.22% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12,245 | 1,062 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | No change | 11,943 | 1,036 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 11,867 | 1,029 | 0.26% | 0.26% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MARSHALL WACE, LLP | History | No change | 11,826 | 1,025 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 11,715 | 1,016 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 11,718 | 1,016 | 0.37% | 0.37% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,675 | 1,012 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 11,524 | 999 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | No change | 11,345 | 984 | 0.51% | 0.51% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 11,280 | 978 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 11,226 | 973 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,624 | 921 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symmetry Investments LP | History | No change | 10,575 | 917 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 10,555 | 915 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trivium Point Advisory, LLC | History | No change | 10,177 | 882 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 10,008 | 868 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,725 | 843 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 9,682 | 839 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 9,410 | 816 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KKM Financial LLC | History | No change | 9,269 | 804 | 0.11% | 0.11% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 8,890 | 771 | 0.16% | 0.16% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,848 | 767 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Counsel, Inc | History | No change | 8,822 | 765 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GeoWealth Management, LLC | History | No change | 8,674 | 752 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 8,656 | 750 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,228 | 713 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Realta Investment Advisors | History | No change | 8,155 | 707 | 0.22% | 0.22% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 8,153 | 707 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 8,016 | 695 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAXON INTERESTS, INC. | History | No change | 7,750 | 672 | 0.19% | 0.19% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 7,710 | 668 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bramshill Investments, LLC | History | No change | 7,500 | 650 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 7,111 | 616 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 7,000 | 607 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 6,896 | 598 | 0.24% | 0.24% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 6,727 | 583 | 0.2% | 0.2% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 6,700 | 581 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 6,575 | 570 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 6,519 | 565 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Total Wealth Planning & Management, Inc. | History | No change | 6,150 | 533 | 0.36% | 0.36% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,130 | 531 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Davis Investment Partners, LLC | History | No change | 6,000 | 520 | 0.16% | 0.16% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 5,772 | 500 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARDING LOEVNER LP | History | No change | 5,791 | 491 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 5,600 | 485 | 0.1% | 0.1% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 5,590 | 484 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 5,445 | 472 | 0.34% | 0.34% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 5,400 | 468 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Phillips Wealth Planners LLC | History | No change | 5,361 | 467 | 0.34% | 0.34% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Wealth Planning, LLC | History | No change | 5,255 | 455 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,255 | 455 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 5,193 | 450 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | No change | 5,175 | 448 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,104 | 442 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,037 | 436 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,965 | 431 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GTS SECURITIES LLC | History | No change | 4,889 | 424 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,806 | 416 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Midwest Trust Co | History | No change | 4,764 | 413 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 4,718 | 409 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,660 | 404 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 4,605 | 399 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capula Management Ltd | History | No change | 4,588 | 398 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 5,038 | 396 | 0.01% | 0.01% | 140 | -14 | -0.28% | Q3 2026 | Oct 02, 2026 |
| Summit Financial, LLC | History | No change | 4,546 | 394 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,392 | 381 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 4,220 | 366 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,156 | 360 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 4,132 | 358 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | No change | 3,910 | 339 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 3,914 | 339 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,803 | 329 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,769 | 326 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,583 | 310 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Advisors, LLC | History | No change | 3,507 | 304 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,469 | 300 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 3,455 | 299 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Financial Network, Inc. | History | No change | 3,303 | 286 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KINTRA WEALTH, LLC | History | No change | 3,233 | 284 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 3,264 | 283 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOWE & RUSLING INC | History | No change | 3,244 | 281 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 3,133 | 271 | 0.08% | 0.08% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,132 | 271 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 3,050 | 264 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,008 | 260 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 2,915 | 252 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,888 | 250 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,893 | 250 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 2,858 | 247 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,854 | 247 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sovran Advisors, LLC | History | No change | 2,781 | 241 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ellis Investment Partners, LLC | History | No change | 2,734 | 237 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,669 | 231 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Insights, Inc. | History | No change | 2,613 | 226 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Indivisible Partners | History | No change | 2,574 | 223 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | No change | 2,537 | 220 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | No change | 2,542 | 220 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RB Capital Management, LLC | History | No change | 2,502 | 217 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WP Advisors, LLC | History | No change | 2,506 | 217 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 2,404 | 208 | 0.12% | 0.12% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SEARLE & CO. | History | No change | 2,345 | 203 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 2,343 | 203 | 0.17% | 0.17% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Chip Partners, LLC | History | No change | 2,325 | 201 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of Marin | History | No change | 2,312 | 200 | 0.14% | 0.14% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,207 | 191 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,152 | 186 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,908 | 165 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LifeSteps Financial, Inc. | History | No change | 1,848 | 160 | 0.07% | 0.07% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,488 | 129 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,483 | 129 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VIMA LLC | History | No change | 1,407 | 122 | 0.12% | 0.12% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,244 | 107 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1,222 | 106 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,194 | 103 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,078 | 93 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 996 | 86 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 1,000 | 86 | 0.13% | 0.13% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 990 | 85 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 891 | 77 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 888 | 77 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 870 | 75 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | No change | 681 | 59 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 669 | 58 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 608 | 52 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 569 | 49 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 571 | 49 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 570 | 49 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aristotle Capital Management, LLC | History | No change | 554 | 48 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 510 | 44 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 500 | 43 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 500 | 43 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Manchester Capital Management LLC | History | No change | 430 | 37 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 423 | 36 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 425 | 36 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Planning Group LLC | History | No change | 403 | 35 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 347 | 30 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 328 | 28 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| US BANCORP \DE\ | History | No change | 320 | 27 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 318 | 27 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 280 | 24 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 263 | 22 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Copia Wealth Management | History | No change | 262 | 22 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 264 | 22 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 243 | 21 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EFG International AG | History | No change | 250 | 21 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 236 | 20 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 220 | 19 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 216 | 18 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 252 | 18 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 200 | 17 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 193 | 16 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 174 | 15 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 163 | 14 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 169 | 14 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHP Wealth Management | History | No change | 168 | 14 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Register Financial Advisors LLC | History | No change | 172 | 14 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Orion Capital Management LLC | History | No change | 156 | 13 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WealthCollab, LLC | History | No change | 132 | 11 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 125 | 10 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pioneer Family Office, LLC | History | No change | 116 | 10 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Founders Financial Alliance, LLC | History | No change | 104 | 9 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concord Wealth Partners | History | No change | 101 | 8 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Copeland Capital Management, LLC | History | No change | 83 | 7 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glassman Wealth Services | History | No change | 82 | 7 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 84 | 7 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 89 | 7 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 80 | 6 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Downshift Financial, LLC | History | No change | 72 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITY HOLDING CO | History | No change | 65 | 5 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 60 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 49 | 4 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 44 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 35 | 3 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 25 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 27 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 16 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meramec Financial Planners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |