iSHARES TRUST - OEF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 6,905,297 | 2,526,440 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,568,553 | 939,756 | 1.52% | 1.52% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,381,659 | 851,673 | 0.34% | 0.34% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,838,021 | 672,477 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,610,763 | 583,918 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,131,870 | 414,117 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,010,763 | 369,807 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 823,462 | 301,279 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 796,223 | 291,314 | 1.05% | 1.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 660,714 | 241,735 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 619,212 | 226,551 | 1.04% | 1.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 431,143 | 157,742 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 429,435 | 157,117 | 0.16% | 0.16% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 411,508 | 150,558 | 0.57% | 0.57% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 389,664 | 142,566 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 317,295 | 116,088 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 301,503 | 110,310 | 2.12% | 2.12% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 293,013 | 107,205 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 266,483 | 97,522 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 240,621 | 88,036 | 15.88% | 15.88% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 216,020 | 79,035 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 188,118 | 68,826 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 188,022 | 68,791 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 176,845 | 64,702 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 173,639 | 63,529 | 0.29% | 0.29% | 25 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 170,477 | 62,372 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 168,385 | 61,607 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 165,087 | 60,400 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 163,230 | 59,720 | 0.5% | 0.5% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 153,807 | 56,227 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | No change | 153,517 | 56,167 | 0.26% | 0.26% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 151,179 | 55,311 | 0.74% | 0.74% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 149,836 | 54,822 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 147,078 | 53,811 | 0.25% | 0.25% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 136,461 | 49,927 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AGF MANAGEMENT LTD | History | No change | 130,370 | 47,698 | 0.19% | 0.19% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 126,799 | 46,449 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 124,548 | 45,568 | 2.22% | 2.22% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 122,803 | 44,929 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 117,413 | 42,958 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | No change | 111,256 | 40,705 | 4.13% | 4.13% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 103,797 | 37,976 | 0.25% | 0.25% | 42 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Oakworth Capital, Inc. | History | No change | 100,765 | 36,866 | 1.75% | 1.75% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 100,574 | 36,796 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 95,113 | 34,798 | 0.18% | 0.18% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 94,075 | 34,419 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ackerman Asset Management, LLC | History | No change | 87,797 | 32,122 | 19.27% | 19.27% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Enhancement Group LLC | History | No change | 82,739 | 30,271 | 3.61% | 3.61% | 48 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 81,530 | 29,829 | 2.87% | 2.87% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 78,860 | 28,852 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 78,274 | 28,638 | 0.15% | 0.15% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 76,612 | 28,030 | 15.07% | 15.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 74,354 | 27,203 | 0.54% | 0.54% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 74,084 | 27,104 | 1.99% | 1.99% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 73,569 | 26,917 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Demars Financial Group, LLC | History | No change | 73,270 | 26,807 | 7.43% | 7.43% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 72,781 | 26,628 | 0.48% | 0.48% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 70,912 | 25,944 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| &PARTNERS | History | No change | 68,534 | 24,852 | 0.1% | 0.1% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 67,113 | 24,554 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Panoramic Capital Partners, LLC | History | No change | 64,788 | 23,703 | 11.2% | 11.2% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 62,089 | 22,716 | 1.2% | 1.2% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 61,758 | 22,595 | 0.37% | 0.37% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 61,144 | 22,370 | 0.23% | 0.23% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Group Ltd | History | No change | 60,430 | 22,109 | 4.23% | 4.23% | 65 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wealth Forward, LLC | History | No change | 59,704 | 21,843 | 10.88% | 10.88% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Investors Research Corp | History | No change | 57,996 | 21,218 | 3.8% | 3.8% | 67 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 55,425 | 20,278 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 54,776 | 20,041 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | No change | 51,284 | 18,768 | 0.39% | 0.39% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 51,226 | 18,742 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| One Wealth Advisors, LLC | History | No change | 51,150 | 18,714 | 2.07% | 2.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 50,754 | 18,569 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 50,617 | 18,519 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 50,035 | 18,306 | 0.11% | 0.11% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 49,230 | 18,011 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 46,729 | 17,096 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 46,531 | 17,024 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MB Generational Wealth, LLC | History | No change | 45,493 | 16,644 | 8.16% | 8.16% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 44,874 | 16,417 | 3.23% | 3.23% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 44,676 | 16,345 | 1.86% | 1.86% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 44,014 | 16,103 | 1.88% | 1.88% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 43,946 | 16,078 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 43,152 | 15,788 | 0.09% | 0.09% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 42,881 | 15,689 | 0.11% | 0.11% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 42,875 | 15,686 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 42,559 | 15,571 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Detalus Advisors, LLC | History | No change | 42,409 | 15,516 | 3.02% | 3.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keebeck Wealth Management | History | No change | 42,205 | 15,441 | 1.51% | 1.51% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 42,178 | 15,431 | 0.88% | 0.88% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 42,080 | 15,395 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VICUS CAPITAL | History | No change | 41,820 | 15,300 | 0.99% | 0.99% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Carnegie Investment Counsel | History | No change | 41,778 | 15,285 | 0.31% | 0.31% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TSA Wealth Managment LLC | History | No change | 41,767 | 15,281 | 4.32% | 4.32% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 41,795 | 15,151 | 0.43% | 0.43% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 40,223 | 14,717 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 39,622 | 14,496 | 0.22% | 0.22% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 39,392 | 14,412 | 1.21% | 1.21% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 38,989 | 14,264 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 37,980 | 13,895 | 0.24% | 0.24% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 37,908 | 13,869 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 36,644 | 13,406 | 1.08% | 1.08% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schorn Wealth LLC | History | No change | 36,274 | 13,271 | 3.47% | 3.47% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | No change | 33,886 | 12,394 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 33,608 | 12,296 | 0.34% | 0.34% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 33,370 | 12,209 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 33,267 | 12,171 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wharton Business Group, LLC | History | No change | 33,074 | 12,101 | 0.4% | 0.4% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Segment Wealth Management, LLC | History | No change | 32,373 | 11,844 | 0.61% | 0.61% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prospera Financial Services Inc | History | No change | 31,817 | 11,668 | 0.17% | 0.17% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 31,648 | 11,578 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 30,928 | 11,316 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 30,590 | 11,191 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 30,234 | 11,062 | 0.25% | 0.25% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ES4, LLC | History | No change | 30,162 | 11,035 | 5.8% | 5.8% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 30,000 | 10,976 | 0.43% | 0.43% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 34,278 | 10,903 | 0.3% | 0.3% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 29,596 | 10,828 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Polianta Ltd | History | No change | 29,400 | 10,756 | 1.33% | 1.33% | 119 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Roble, Belko & Company, Inc | History | No change | 29,243 | 10,699 | 1.16% | 1.16% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 29,058 | 10,631 | 1.93% | 1.93% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 28,998 | 10,609 | 0.3% | 0.3% | 122 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Select Asset Management & Trust | History | No change | 28,301 | 10,355 | 2.98% | 2.98% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 27,944 | 10,223 | 2.43% | 2.43% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Advisors, LLC | History | No change | 27,418 | 10,031 | 0.94% | 0.94% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ancora Advisors LLC | History | No change | 27,193 | 9,949 | 0.19% | 0.19% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PMG Wealth Management, Inc. | History | No change | 27,139 | 9,929 | 6.14% | 6.14% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 26,810 | 9,808 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 404,718 | 9,691 | 0.96% | 0.96% | 129 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | No change | 26,284 | 9,616 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 26,180 | 9,578 | 0.49% | 0.49% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 25,514 | 9,340 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 25,291 | 9,253 | 0.22% | 0.22% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 25,216 | 9,225 | 0.81% | 0.81% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 25,041 | 9,162 | 0.92% | 0.92% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 28,800 | 9,160 | 2.86% | 2.86% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 24,508 | 8,966 | 0.27% | 0.27% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 24,409 | 8,930 | 2.02% | 2.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vise Technologies, Inc. | History | No change | 23,842 | 8,723 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,646 | 8,651 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Alternative Investment Advisors, LLC. | History | No change | 23,553 | 8,617 | 3.28% | 3.28% | 141 | 0 | 0.0% | Q2 2026 | Aug 31, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | No change | 23,424 | 8,570 | 7.91% | 7.91% | 142 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 23,409 | 8,564 | 0.21% | 0.21% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 23,404 | 8,562 | 1.83% | 1.83% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cypress Wealth Services, LLC | History | No change | 23,100 | 8,451 | 1.04% | 1.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HB Wealth Management, LLC | History | No change | 22,784 | 8,336 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XTX Topco Ltd | History | No change | 22,444 | 8,211 | 0.11% | 0.11% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 22,365 | 8,182 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 22,318 | 8,165 | 3.15% | 3.15% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 21,889 | 8,008 | 0.8% | 0.8% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 21,831 | 7,987 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 21,527 | 7,954 | 0.98% | 0.98% | 152 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 21,517 | 7,872 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 21,512 | 7,870 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 24,656 | 7,842 | 0.98% | 0.98% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCS Capital Management LLC | History | No change | 21,284 | 7,787 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Manchester Capital Management LLC | History | No change | 21,264 | 7,779 | 1.01% | 1.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 21,028 | 7,693 | 0.69% | 0.69% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 20,973 | 7,673 | 0.71% | 0.71% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| W ADVISORS, LLC | History | No change | 20,714 | 7,578 | 3.45% | 3.45% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 20,321 | 7,434 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 20,271 | 7,416 | 0.53% | 0.53% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,179 | 7,372 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 20,131 | 7,365 | 0.16% | 0.16% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONECO ADVISORS, LLC | History | No change | 20,109 | 7,357 | 0.45% | 0.45% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Client First Capital LLC | History | No change | 20,091 | 7,350 | 2.93% | 2.93% | 166 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Meridian Wealth Management, LLC | History | No change | 20,084 | 7,348 | 0.23% | 0.23% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Security Financial Services, INC. | History | No change | 19,458 | 7,119 | 0.99% | 0.99% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 19,456 | 7,118 | 0.08% | 0.08% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 19,075 | 6,978 | 0.6% | 0.6% | 170 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BlackRock, Inc. | History | No change | 18,995 | 6,949 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 18,965 | 6,938 | 2.11% | 2.11% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 18,810 | 6,881 | 0.16% | 0.16% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 18,354 | 6,715 | 0.66% | 0.66% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 17,946 | 6,565 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 17,905 | 6,550 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independence Bank of Kentucky | History | No change | 17,669 | 6,464 | 0.73% | 0.73% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 17,637 | 6,452 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veridan Wealth LLC | History | No change | 17,636 | 6,452 | 2.19% | 2.19% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Wealth, LLC | History | No change | 17,538 | 6,416 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 17,527 | 6,412 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 17,308 | 6,332 | 0.34% | 0.34% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CULBERTSON A N & CO INC | History | No change | 17,210 | 6,296 | 0.73% | 0.73% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 16,910 | 6,190 | 0.41% | 0.41% | 184 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fisher Asset Management, LLC | History | No change | 16,903 | 6,184 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Forthright Family Wealth Advisory LLC | History | No change | 16,685 | 6,104 | 3.45% | 3.45% | 186 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GenWealth Group, Inc. | History | No change | 16,539 | 6,051 | 0.94% | 0.94% | 187 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 16,065 | 5,981 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 16,065 | 5,877 | 0.12% | 0.12% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 16,049 | 5,871 | 2.63% | 2.63% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 15,940 | 5,832 | 1.98% | 1.98% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 15,814 | 5,785 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 15,661 | 5,729 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 15,578 | 5,699 | 0.57% | 0.57% | 194 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 15,547 | 5,688 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 15,520 | 5,678 | 0.33% | 0.33% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asempa Wealth Advisors | History | No change | 15,459 | 5,655 | 4.22% | 4.22% | 197 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 14,865 | 5,474 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kelly Financial Services LLC | History | No change | 14,938 | 5,465 | 1.17% | 1.17% | 199 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 14,921 | 5,459 | 0.37% | 0.37% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 8 | 5,450 | 0.45% | 0.45% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 14,257 | 5,216 | 0.11% | 0.11% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgeline Wealth, LLC | History | No change | 14,013 | 5,126 | 3.0% | 3.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| KM Capital Management Ltd. | History | No change | 13,652 | 4,994 | 2.35% | 2.35% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avid Wealth Partners LLC | History | No change | 13,596 | 4,974 | 2.41% | 2.41% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ONE Advisory Partners, LLC | History | No change | 13,482 | 4,932 | 1.34% | 1.34% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 13,469 | 4,927 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BBR PARTNERS, LLC | History | No change | 13,441 | 4,917 | 0.23% | 0.23% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Claro Advisors Inc. | History | No change | 13,217 | 4,835 | 0.51% | 0.51% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Peloton Wealth Strategists | History | No change | 12,915 | 4,725 | 1.75% | 1.75% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 12,672 | 4,635 | 0.47% | 0.47% | 211 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Csenge Advisory Group | History | No change | 12,567 | 4,597 | 0.19% | 0.19% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPL Wealth Management, LLC | History | No change | 12,550 | 4,591 | 0.91% | 0.91% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 12,512 | 4,577 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 12,435 | 4,549 | 0.6% | 0.6% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | No change | 12,396 | 4,535 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Canal Capital Management, LLC | History | No change | 12,363 | 4,523 | 0.55% | 0.55% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELCH & FORBES LLC | History | No change | 12,257 | 4,484 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sovran Advisors, LLC | History | No change | 12,233 | 4,455 | 0.33% | 0.33% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 12,147 | 4,444 | 0.14% | 0.14% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HM PAYSON & CO | History | No change | 12,114 | 4,432 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dakota Wealth Management | History | No change | 11,916 | 4,359 | 0.08% | 0.08% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,902 | 4,355 | 0.11% | 0.11% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, LLC | History | No change | 11,712 | 4,285 | 0.21% | 0.21% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 11,629 | 4,254 | 0.06% | 0.06% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Wealth Advisors | History | No change | 11,465 | 4,194 | 0.14% | 0.14% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 11,439 | 4,185 | 0.22% | 0.22% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 11,348 | 4,151 | 2.47% | 2.47% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RIA Advisory Group LLC | History | No change | 11,152 | 4,080 | 0.89% | 0.89% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Counsel, LLC | History | No change | 10,997 | 4,023 | 0.5% | 0.5% | 230 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 10,967 | 4,013 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 10,864 | 3,974 | 1.25% | 1.25% | 232 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMERCE BANK | History | No change | 10,842 | 3,966 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 10,774 | 3,941 | 0.99% | 0.99% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 10,745 | 3,931 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 10,680 | 3,907 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Swift Group, LLC | History | No change | 10,615 | 3,883 | 0.56% | 0.56% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aviance Capital Partners, LLC | History | No change | 10,574 | 3,868 | 0.4% | 0.4% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 10,448 | 3,822 | 1.09% | 1.09% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 22,779 | 3,795 | 0.76% | 0.76% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 10,311 | 3,772 | 0.5% | 0.5% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Argent Trust Co | History | No change | 10,163 | 3,718 | 0.11% | 0.11% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Family Manage LLC | History | No change | 10,143 | 3,711 | 0.38% | 0.38% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,075 | 3,686 | 0.06% | 0.06% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 71 West Capital Partners | History | No change | 9,862 | 3,608 | 0.12% | 0.12% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 9,802 | 3,586 | 0.47% | 0.47% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 9,510 | 3,479 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9,340 | 3,417 | 0.17% | 0.17% | 248 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 9,314 | 3,407 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RMR Wealth Builders | History | No change | 9,202 | 3,366 | 0.21% | 0.21% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,198 | 3,365 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Centurion Wealth Management LLC | History | No change | 9,140 | 3,344 | 0.8% | 0.8% | 252 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| St. Clair Advisors, LLC | History | No change | 9,090 | 3,325 | 0.86% | 0.86% | 253 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 8,947 | 3,273 | 0.15% | 0.15% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 8,919 | 3,263 | 0.1% | 0.1% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,915 | 3,261 | 0.46% | 0.46% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 8,817 | 3,225 | 1.73% | 1.73% | 257 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Advus Financial Partners, LLC | History | No change | 8,648 | 3,164 | 0.9% | 0.9% | 258 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 8,481 | 3,102 | 0.13% | 0.13% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 8,447 | 3,090 | 0.23% | 0.23% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWE & RUSLING INC | History | No change | 8,355 | 3,056 | 0.18% | 0.18% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CMH Wealth Management LLC | History | No change | 8,335 | 3,049 | 0.47% | 0.47% | 262 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AMG National Trust Bank | History | No change | 8,314 | 3,042 | 0.06% | 0.06% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nova Wealth Management, Inc. | History | No change | 8,302 | 3,037 | 1.68% | 1.68% | 264 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 7,871 | 3,007 | 0.55% | 0.56% | 265 | -224 | -2.77% | Q3 2026 | Oct 01, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,135 | 2,976 | 0.12% | 0.12% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,087 | 2,958 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 7,917 | 2,896 | 0.45% | 0.45% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 7,903 | 2,891 | 0.33% | 0.33% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 7,864 | 2,877 | 0.99% | 0.99% | 270 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 7,813 | 2,858 | 0.75% | 0.75% | 271 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,724 | 2,826 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 7,555 | 2,764 | 0.91% | 0.91% | 273 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,543 | 2,759 | 0.06% | 0.06% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trail Ridge Investment Advisors, LLC | History | No change | 7,508 | 2,746 | 1.16% | 1.16% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 7,397 | 2,706 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opus Capital Group, LLC | History | No change | 7,307 | 2,673 | 0.26% | 0.26% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 5T Wealth, LLC | History | No change | 7,224 | 2,643 | 0.98% | 0.98% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lynch Investment Planning, LLC | History | No change | 7,155 | 2,617 | 2.01% | 2.01% | 279 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 7,148 | 2,615 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 7,089 | 2,594 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 7,084 | 2,591 | 1.01% | 1.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Able Wealth Management LLC | History | No change | 7,001 | 2,561 | 0.59% | 0.59% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 6,931 | 2,535 | 0.29% | 0.29% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WT Wealth Management | History | No change | 6,926 | 2,534 | 0.7% | 0.7% | 285 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tortoise Investment Management, LLC | History | No change | 6,917 | 2,530 | 0.19% | 0.19% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Klingman & Associates, LLC | History | No change | 6,882 | 2,517 | 0.11% | 0.11% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Financial Network, Inc. | History | No change | 6,797 | 2,486 | 0.08% | 0.08% | 288 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 6,774 | 2,478 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 6,735 | 2,464 | 0.62% | 0.62% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 6,612 | 2,419 | 0.07% | 0.07% | 291 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,581 | 2,407 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Finley Financial, LLC | History | No change | 6,560 | 2,400 | 0.97% | 0.97% | 293 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 6,549 | 2,396 | 0.8% | 0.8% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 6,523 | 2,386 | 0.63% | 0.63% | 295 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 6,504 | 2,379 | 0.22% | 0.22% | 296 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | No change | 6,497 | 2,377 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 6,479 | 2,370 | 1.42% | 1.42% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | No change | 6,467 | 2,366 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BAILARD, INC. | History | No change | 6,453 | 2,360 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |