iSHARES TRUST - LRGF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | History | No change | 3,975,040 | 300,632 | 13.17% | 13.17% | 1 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,621,832 | 273,919 | 11.85% | 11.85% | 2 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,005,418 | 227,299 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | No change | 2,927,890 | 220,030 | 5.83% | 5.83% | 4 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Annex Advisory Services, LLC | History | No change | 2,839,647 | 214,762 | 3.67% | 3.67% | 5 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 2,326,510 | 175,953 | 23.72% | 23.72% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plancorp, LLC | History | No change | 2,091,989 | 158,677 | 3.87% | 3.87% | 7 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,810,836 | 136,953 | 1.63% | 1.63% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 1,149,647 | 86,947 | 6.37% | 6.37% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 1,134,837 | 85,827 | 7.8% | 7.8% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compound Planning, Inc. | History | No change | 781,052 | 59,070 | 1.54% | 1.54% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 736,666 | 55,714 | 3.16% | 3.16% | 12 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 698,956 | 52,862 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 681,028 | 51,506 | 0.34% | 0.34% | 14 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 673,406 | 50,606 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | No change | 656,588 | 49,657 | 0.96% | 0.96% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 592,041 | 45,064 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 520,948 | 39,399 | 6.41% | 6.41% | 18 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MORGAN STANLEY | History | No change | 512,414 | 38,753 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 483,912 | 36,598 | 10.27% | 10.27% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 466,809 | 35,304 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 404,298 | 30,576 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 402,597 | 30,448 | 4.88% | 4.88% | 23 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Acropolis Investment Management, LLC | History | No change | 358,709 | 27,129 | 1.07% | 1.07% | 24 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | No change | 349,982 | 26,469 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LifeGoal Investments, LLC | History | No change | 295,859 | 22,375 | 10.24% | 10.24% | 26 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 282,326 | 21,352 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 267,564 | 20,237 | 4.03% | 4.03% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 243,744 | 18,434 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 229,518 | 17,358 | 0.2% | 0.2% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 218,606 | 17,018 | 1.25% | 1.23% | 31 | +3,679 | 1.71% | Q3 2026 | Oct 01, 2026 |
| FOSTER & MOTLEY INC | History | No change | 223,031 | 16,868 | 0.78% | 0.78% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 220,162 | 16,650 | 1.22% | 1.22% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 201,449 | 15,235 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 217,819 | 14,376 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Obsido Oy | History | No change | 172,107 | 13,016 | 6.96% | 6.96% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DDFG, Inc | History | No change | 169,454 | 12,815 | 2.54% | 2.54% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 168,713 | 12,759 | 0.19% | 0.19% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 168,632 | 12,753 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 155,171 | 11,735 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 145,208 | 10,790 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 140,887 | 10,655 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 137,881 | 10,427 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 135,999 | 10,285 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 130,900 | 9,899 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 121,145 | 9,162 | 0.56% | 0.56% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 120,079 | 9,081 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | No change | 115,916 | 8,766 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | No change | 113,282 | 8,567 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova R Wealth, Inc. | History | No change | 102,452 | 7,748 | 2.26% | 2.26% | 50 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 101,026 | 7,723 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sterneck Capital Management, LLC | History | No change | 92,491 | 6,995 | 3.0% | 3.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EWA, LLC | History | No change | 91,240 | 6,900 | 1.26% | 1.26% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KM Capital Management Ltd. | History | No change | 89,411 | 6,762 | 3.18% | 3.18% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 89,301 | 6,755 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 89,196 | 6,745 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 88,300 | 6,678 | 0.14% | 0.14% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 87,626 | 6,627 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 84,473 | 6,388 | 2.61% | 2.61% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 75,348 | 5,698 | 0.44% | 0.44% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 74,892 | 5,664 | 1.78% | 1.78% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RHS Financial, LLC | History | No change | 73,365 | 5,548 | 2.24% | 2.24% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 71,199 | 5,384 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 69,817 | 5,280 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| StoneX Group Inc. | History | No change | 69,330 | 5,242 | 0.21% | 0.21% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 65,475 | 4,952 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 63,806 | 4,825 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Capital Trust Co | History | No change | 60,660 | 4,587 | 1.49% | 1.49% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 52,682 | 3,984 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 52,673 | 3,983 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 52,399 | 3,951 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 52,399 | 3,951 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 50,029 | 3,783 | 0.45% | 0.45% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 48,653 | 3,679 | 1.05% | 1.05% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RVW Wealth, LLC | History | No change | 44,554 | 3,468 | 0.22% | 0.22% | 75 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 41,279 | 3,121 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 39,601 | 2,994 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 38,911 | 2,942 | 0.5% | 0.5% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,508 | 2,871 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 36,134 | 2,732 | 0.72% | 0.72% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Addison Advisors LLC | History | No change | 34,140 | 2,582 | 1.22% | 1.22% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 32,428 | 2,452 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 31,705 | 2,397 | 1.85% | 1.85% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 28,705 | 2,170 | 0.31% | 0.31% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 28,170 | 2,130 | 0.18% | 0.18% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 27,661 | 2,092 | 1.55% | 1.55% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 26,463 | 2,001 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSG Advisors LLC | History | No change | 26,108 | 1,974 | 0.43% | 0.43% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 25,367 | 1,918 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 25,198 | 1,905 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 24,760 | 1,872 | 1.34% | 1.34% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 23,811 | 1,800 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 23,701 | 1,793 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 22,681 | 1,715 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 22,682 | 1,715 | 0.28% | 0.28% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stokes Family Office, LLC | History | No change | 22,419 | 1,695 | 0.2% | 0.2% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 21,611 | 1,634 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| XML Financial, LLC | History | No change | 21,422 | 1,620 | 0.12% | 0.12% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 21,311 | 1,611 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 21,006 | 1,588 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 20,872 | 1,578 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Herold Advisors, Inc. | History | No change | 20,506 | 1,550 | 0.31% | 0.31% | 102 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 18,947 | 1,433 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Partners in Financial Planning | History | No change | 18,948 | 1,433 | 0.22% | 0.22% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smith Salley Wealth Management | History | No change | 18,832 | 1,424 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONECO ADVISORS, LLC | History | No change | 18,822 | 1,423 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 18,036 | 1,364 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18,009 | 1,362 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 17,588 | 1,330 | 0.51% | 0.51% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Planned Solutions, Inc. | History | No change | 16,984 | 1,284 | 0.37% | 0.37% | 110 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advisory Services Network, LLC | History | No change | 16,754 | 1,267 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 15,282 | 1,155 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 14,444 | 1,092 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JGP Wealth Management, LLC | History | No change | 12,714 | 961 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 12,381 | 936 | 0.22% | 0.22% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | No change | 12,283 | 928 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 12,063 | 912 | 0.28% | 0.28% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 11,912 | 900 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tranquility Partners, LLC | History | No change | 11,809 | 893 | 0.31% | 0.31% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,719 | 886 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bellwether Advisors, LLC | History | No change | 11,266 | 852 | 0.13% | 0.13% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 10,890 | 823 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 10,860 | 821 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 10,656 | 805 | 0.12% | 0.12% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,579 | 800 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 10,467 | 791 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 10,400 | 786 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 10,318 | 780 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,277 | 777 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 10,128 | 765 | 0.17% | 0.17% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 9,960 | 753 | 0.12% | 0.12% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | No change | 9,918 | 750 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LWM Advisory Services, LLC | History | No change | 9,595 | 725 | 1.29% | 1.29% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RMR Wealth Builders | History | No change | 9,193 | 695 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9,014 | 681 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 8,743 | 661 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,460 | 639 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 8,055 | 627 | 0.05% | 0.04% | 138 | +1,712 | 26.99% | Q3 2026 | Oct 01, 2026 |
| Frontier Asset Management, LLC | History | No change | 8,161 | 617 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,056 | 609 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 7,948 | 601 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,907 | 598 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,293 | 551 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 7,238 | 547 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Arax Advisory Partners | History | No change | 6,688 | 505 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,475 | 489 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 6,478 | 489 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 6,229 | 471 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nuveen, LLC | History | No change | 6,213 | 469 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 6,117 | 462 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 5,911 | 447 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonebrook Private Inc. | History | No change | 5,794 | 438 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 5,793 | 438 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Analysts, LLC | History | No change | 5,576 | 422 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,328 | 402 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ledyard National Bank | History | No change | 5,304 | 401 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sowell Financial Services LLC | History | No change | 5,298 | 400 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Joule Financial, LLC | History | No change | 5,230 | 395 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Boston Trust Walden Corp | History | No change | 5,045 | 381 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SFE Investment Counsel | History | No change | 4,889 | 369 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Flagship Private Wealth, LLC | History | No change | 4,748 | 359 | 0.13% | 0.13% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4,737 | 358 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,649 | 351 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,649 | 345 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 4,480 | 338 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 4,387 | 331 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 4,320 | 326 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TAGStone Capital, Inc. | History | No change | 4,312 | 326 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 4,197 | 317 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 4,166 | 315 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,140 | 313 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 4,130 | 312 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 4,097 | 309 | 0.12% | 0.12% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 4,056 | 306 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 4,010 | 303 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 3,995 | 302 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aprio Wealth Management, LLC | History | No change | 3,858 | 291 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BetterWealth, LLC | History | No change | 3,756 | 284 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 3,745 | 283 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,747 | 283 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,735 | 282 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,639 | 275 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 3,535 | 267 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 3,414 | 258 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,289 | 248 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GDS Wealth Management | History | No change | 3,124 | 236 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wright Wealth LLC | History | No change | 3,133 | 236 | 0.14% | 0.14% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Colonial Trust Advisors | History | No change | 3,064 | 231 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 3,058 | 231 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LexAurum Advisors, LLC | History | No change | 2,926 | 221 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 2,933 | 221 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,869 | 216 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,830 | 214 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,827 | 213 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 2,798 | 211 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 2,746 | 207 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 2,739 | 207 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 2,699 | 204 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 2,688 | 203 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Management, Inc. | History | No change | 2,691 | 203 | 0.17% | 0.17% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,582 | 195 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AE Wealth Management LLC | History | No change | 2,584 | 195 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Morse Asset Management, Inc | History | No change | 2,250 | 170 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,197 | 166 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 2,114 | 159 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,972 | 149 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,898 | 143 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 1,615 | 122 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Holos Integrated Wealth LLC | History | No change | 1,600 | 121 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | No change | 1,575 | 119 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,527 | 115 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,460 | 110 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | No change | 1,266 | 95 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,196 | 90 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 1,010 | 76 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VANGUARD ADVISERS INC | History | No change | 938 | 70 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 929 | 70 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 870 | 65 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Key FInancial Inc | History | No change | 860 | 65 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrity Financial Corp /WA | History | No change | 596 | 45 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 584 | 44 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avalon Trust Co | History | No change | 580 | 43 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 550 | 41 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 551 | 41 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 477 | 36 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 453 | 34 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 420 | 31 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 362 | 27 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 342 | 25 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 336 | 25 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caldwell Trust Co | History | No change | 335 | 25 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 322 | 24 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 323 | 24 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 325 | 24 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 300 | 22 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JDM Financial Group LLC | History | No change | 289 | 21 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 264 | 19 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 261 | 19 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Piscataqua Savings Bank | History | No change | 235 | 17 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 210 | 15 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Key Capital Management, INC | History | No change | 202 | 15 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 193 | 14 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 150 | 11 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 134 | 10 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nova Wealth Management, Inc. | History | No change | 135 | 10 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 126 | 9 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 118 | 8 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Realta Investment Advisors | History | No change | 53 | 4 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 50 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |