iSHARES TRUST - IYY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 422,361 | 76,988 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 336,065 | 61,257 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 248,722 | 45,336 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 154,494 | 28,161 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 139,986 | 25,516 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 124,307 | 22,658 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 102,627 | 18,706 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 87,183 | 15,891 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | No change | 84,331 | 15,367 | 0.22% | 0.22% | 9 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 80,777 | 14,728 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | No change | 71,806 | 13,088 | 1.05% | 1.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 70,742 | 12,894 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 61,828 | 11,269 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 56,266 | 10,256 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 54,703 | 9,971 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 47,683 | 8,691 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COFG Advisors, LLC | History | No change | 44,895 | 8,183 | 1.41% | 1.41% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 44,050 | 8,029 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 40,054 | 7,301 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 38,714 | 7,056 | 2.72% | 2.72% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 38,171 | 6,957 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 37,743 | 6,879 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 36,265 | 6,610 | 2.69% | 2.69% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 35,344 | 6,500 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | No change | 33,871 | 6,173 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 30,220 | 5,508 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 29,949 | 5,459 | 0.25% | 0.25% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASPIRIANT, LLC | History | No change | 29,744 | 5,421 | 0.13% | 0.13% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 29,721 | 5,417 | 0.71% | 0.71% | 29 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 29,703 | 5,414 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 29,510 | 5,379 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 29,467 | 5,371 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 28,750 | 5,240 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,687 | 4,682 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 25,193 | 4,555 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DSG Capital Advisors, LLC | History | No change | 24,800 | 4,542 | 0.65% | 0.65% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | No change | 23,497 | 4,282 | 0.28% | 0.28% | 37 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EP Wealth Advisors, LLC | History | No change | 22,414 | 4,085 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 21,249 | 3,873 | 0.36% | 0.36% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASL Financial, LLC | History | No change | 20,240 | 3,689 | 2.6% | 2.6% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 19,853 | 3,618 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 19,746 | 3,599 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | No change | 19,592 | 3,571 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 19,540 | 3,561 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,935 | 3,451 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,809 | 3,428 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 18,553 | 3,381 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ellis Investment Partners, LLC | History | No change | 17,601 | 3,208 | 0.49% | 0.49% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthRock Partners, LLC | History | No change | 16,498 | 3,007 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 16,490 | 3,005 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,225 | 2,775 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 14,592 | 2,659 | 0.16% | 0.16% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HighTower Advisors, LLC | History | No change | 14,510 | 2,644 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Finley Financial, LLC | History | No change | 14,017 | 2,555 | 1.03% | 1.03% | 54 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BROWN ADVISORY INC | History | No change | 12,784 | 2,330 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 12,671 | 2,309 | 0.13% | 0.13% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 12,166 | 2,217 | 0.8% | 0.8% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Investment Advisers LLC | History | No change | 12,107 | 2,206 | 1.48% | 1.48% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 11,875 | 2,164 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11,049 | 1,970 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | No change | 10,568 | 1,926 | 0.7% | 0.7% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Thomasville National Bank | History | No change | 10,335 | 1,883 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,059 | 1,833 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,960 | 1,815 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 9,769 | 1,780 | 1.99% | 1.99% | 65 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 9,273 | 1,690 | 0.52% | 0.52% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,189 | 1,674 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 8,838 | 1,611 | 0.21% | 0.21% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 8,621 | 1,571 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,470 | 1,543 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 8,000 | 1,458 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 7,363 | 1,342 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 7,332 | 1,336 | 0.63% | 0.63% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mathes Company, Inc. | History | No change | 6,900 | 1,258 | 0.39% | 0.39% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Asset Management, LLC | History | No change | 6,900 | 1,257 | 0.1% | 0.1% | 75 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 6,655 | 1,213 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NWF Advisory Services Inc. | History | No change | 6,530 | 1,190 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | No change | 6,502 | 1,185 | 0.17% | 0.17% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NorthCoast Asset Management LLC | History | No change | 6,353 | 1,158 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 6,354 | 1,158 | 0.35% | 0.35% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GenWealth Group, Inc. | History | No change | 6,310 | 1,150 | 0.18% | 0.18% | 81 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Private Advisor Group, LLC | History | No change | 6,157 | 1,122 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 6,142 | 1,119 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 6,137 | 1,118 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 6,081 | 1,108 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,008 | 1,095 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Waverly Advisors, LLC | History | No change | 6,000 | 1,093 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,924 | 1,079 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,855 | 1,067 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 5,843 | 1,064 | 0.71% | 0.71% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bawa N Mallick Trust | History | No change | 5,750 | 1,048 | 0.34% | 0.34% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,697 | 1,037 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,635 | 1,027 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Centric Wealth Management | History | No change | 5,854 | 1,022 | 0.16% | 0.16% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| V2 Financial group LLC | History | No change | 5,500 | 1,002 | 0.37% | 0.37% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,430 | 989 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,421 | 985 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 5,400 | 984 | 0.49% | 0.49% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 5,220 | 951 | 0.63% | 0.63% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 5,107 | 930 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 4,976 | 907 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 4,800 | 874 | 0.24% | 0.24% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vontobel Holding Ltd. | History | No change | 4,655 | 848 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,630 | 844 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,565 | 832 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Narus Financial Partners, LLC | History | No change | 4,500 | 820 | 0.21% | 0.21% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,495 | 819 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HighPoint Advisor Group LLC | History | No change | 4,430 | 807 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smithfield Trust Co | History | No change | 4,354 | 793 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,355 | 793 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | No change | 4,240 | 779 | 0.57% | 0.57% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | No change | 4,222 | 769 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 4,197 | 765 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,201 | 765 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 4,153 | 756 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Investment Group, Inc. | History | No change | 4,094 | 746 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,951 | 720 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,910 | 712 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 3,864 | 704 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | No change | 3,864 | 704 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SkyOak Wealth, LLC | History | No change | 3,730 | 679 | 0.11% | 0.11% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,679 | 670 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 3,662 | 667 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 3,529 | 643 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,521 | 640 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 3,510 | 639 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | No change | 3,439 | 626 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ballew Advisors, Inc | History | Reduced | 3,290 | 615 | 0.31% | 0.32% | 128 | -100 | -2.95% | Q3 2026 | Oct 05, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 3,302 | 601 | 0.14% | 0.14% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 3,293 | 600 | 0.12% | 0.12% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Investment Advisors, LLC | History | No change | 3,261 | 594 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 3,219 | 587 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 3,126 | 569 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,120 | 568 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 3,113 | 567 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 3,072 | 559 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiduciary Alliance LLC | History | No change | 3,049 | 555 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,044 | 554 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,035 | 553 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 3,029 | 552 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 3,000 | 546 | 0.22% | 0.22% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,991 | 545 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Guardian Capital, LLC | History | No change | 2,959 | 539 | 0.44% | 0.44% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 2,911 | 530 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Laurel Wealth Planning LLC | History | No change | 2,854 | 520 | 0.23% | 0.23% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,818 | 513 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 2,715 | 495 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Partners Group, Inc | History | No change | 2,711 | 494 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 2,565 | 467 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 2,351 | 428 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,344 | 427 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 2,339 | 426 | 0.17% | 0.17% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aspect Partners, LLC | History | No change | 2,342 | 426 | 0.16% | 0.16% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,331 | 424 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 2,308 | 420 | 0.11% | 0.11% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 2,297 | 418 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 2,278 | 415 | 0.15% | 0.15% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 2,265 | 412 | 0.13% | 0.13% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SP Asset Management LLC | History | No change | 2,262 | 412 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,218 | 404 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 2,217 | 404 | 0.22% | 0.22% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,214 | 403 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Partners, LLC | History | No change | 2,200 | 401 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 2,190 | 399 | 0.16% | 0.16% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,187 | 398 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essex LLC | History | No change | 2,170 | 395 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,162 | 394 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 2,112 | 384 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Planned Solutions, Inc. | History | No change | 2,106 | 383 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BRIGHTON JONES LLC | History | No change | 2,085 | 380 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthstar Advisors, LLC | History | No change | 2,072 | 377 | 0.11% | 0.11% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CERTUITY, LLC | History | No change | 2,057 | 374 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 2,051 | 373 | 0.16% | 0.16% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 2,003 | 365 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | No change | 1,954 | 356 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| One Wealth Map LLC | History | No change | 2,000 | 355 | 0.16% | 0.16% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Curat Global, LLC | History | No change | 1,198 | 355 | 0.29% | 0.29% | 177 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 1,925 | 350 | 0.15% | 0.15% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 1,923 | 350 | 0.09% | 0.09% | 179 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 1,917 | 349 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,896 | 345 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 1,863 | 339 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MBA Advisors LLC | History | No change | 1,839 | 335 | 0.11% | 0.11% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Edge Wealth Management LLC | History | No change | 1,827 | 333 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 1,800 | 328 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,790 | 326 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,787 | 325 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,782 | 324 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 1,738 | 316 | 0.18% | 0.18% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Balentine LLC | History | No change | 1,726 | 314 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Garner Asset Management Corp | History | No change | 1,703 | 310 | 0.1% | 0.1% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,688 | 307 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 1,668 | 304 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 1,636 | 298 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,614 | 294 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,574 | 286 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 1,546 | 281 | 0.07% | 0.07% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLB&B Advisors, LLC | History | No change | 1,520 | 277 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 1,510 | 275 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WBH ADVISORY INC | History | No change | 1,500 | 273 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 1,502 | 273 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 1,495 | 272 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,478 | 269 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,457 | 265 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,450 | 264 | 0.07% | 0.07% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Main Street Research LLC | History | No change | 1,446 | 263 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 1,400 | 255 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,396 | 254 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 1,385 | 252 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Destination Wealth Management | History | No change | 1,380 | 251 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,377 | 251 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | No change | 1,379 | 251 | 0.12% | 0.12% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wedmont Private Capital | History | No change | 1,363 | 250 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tyche Wealth Partners LLC | History | No change | 1,365 | 248 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aureum Wealth Management, LLC | History | No change | 1,355 | 246 | 0.15% | 0.15% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Red Door Wealth Management, LLC | History | No change | 1,324 | 241 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 1,308 | 238 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,263 | 230 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,258 | 229 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,245 | 226 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LexAurum Advisors, LLC | History | No change | 1,220 | 222 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Procyon Advisors, LLC | History | No change | 1,212 | 220 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,196 | 218 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,200 | 218 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Targeted Financial Services LLC | History | No change | 1,193 | 217 | 0.16% | 0.16% | 225 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 1,180 | 215 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,170 | 213 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sentry LLC | History | No change | 1,170 | 213 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VeraBank, N.A. | History | No change | 1,157 | 210 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Landing Point Financial Group, LLC | History | No change | 1,147 | 209 | 0.07% | 0.07% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,108 | 201 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accredited Investors Inc. | History | No change | 1,100 | 200 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,084 | 197 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 915 | 166 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 877 | 159 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 800 | 145 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 743 | 135 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | No change | 730 | 133 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Synergy Investment Management, LLC | History | No change | 700 | 127 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boreal Capital Management LLC | History | No change | 700 | 127 | 0.09% | 0.09% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 674 | 122 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 588 | 107 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 573 | 104 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 573 | 104 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 549 | 100 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Archer Investment Corp | History | No change | 523 | 95 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Life Planners | History | No change | 511 | 93 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | No change | 500 | 91 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grove Bank & Trust | History | No change | 497 | 90 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 480 | 87 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EFG International AG | History | No change | 478 | 87 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bangor Savings Bank | History | No change | 472 | 86 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 437 | 79 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 400 | 72 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 387 | 70 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 364 | 66 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SHP Wealth Management | History | No change | 366 | 66 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 318 | 57 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 308 | 56 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlphaCore Capital LLC | History | No change | 300 | 54 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MTM Investment Management, LLC | History | No change | 270 | 49 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 257 | 46 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Qube Research & Technologies Ltd | History | No change | 207 | 37 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 200 | 36 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 200 | 36 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 190 | 34 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 168 | 30 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 160 | 29 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 160 | 29 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| West Financial Advisors, LLC | History | No change | 146 | 26 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 133 | 24 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 126 | 22 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighMark Wealth Management LLC | History | No change | 117 | 21 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 100 | 18 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 100 | 18 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meramec Financial Planners, LLC | History | No change | 100 | 18 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 96 | 17 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 84 | 15 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 82 | 14 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 77 | 14 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 70 | 12 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | No change | 66 | 12 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFG Advisory, LLC | History | No change | 64 | 11 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 62 | 11 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Group, LTD | History | No change | 52 | 9 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 46 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 38 | 6 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 35 | 6 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 25 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nemes Rush Group LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |