iSHARES TRUST - SMLF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | History | No change | 3,777,784 | 336,751 | 14.75% | 14.75% | 1 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 3,244,719 | 289,234 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,047,559 | 271,659 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,175,644 | 194,152 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,593,475 | 142,042 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advance Capital Management, Inc. | History | No change | 1,476,512 | 131,616 | 4.25% | 4.25% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,428,258 | 127,314 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,280,840 | 114,174 | 1.21% | 1.21% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Acropolis Investment Management, LLC | History | No change | 982,634 | 87,591 | 3.46% | 3.46% | 9 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cetera Investment Advisers | History | No change | 832,049 | 74,168 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 809,068 | 72,120 | 0.86% | 0.86% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 720,940 | 64,264 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 667,125 | 59,467 | 0.44% | 0.44% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 645,667 | 57,554 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Annex Advisory Services, LLC | History | No change | 625,277 | 55,737 | 0.95% | 0.95% | 15 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 488,894 | 43,579 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 481,475 | 42,918 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 474,926 | 42,333 | 4.01% | 4.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 474,741 | 42,318 | 3.1% | 3.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | No change | 481,038 | 41,619 | 5.24% | 5.24% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 464,450 | 41,409 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 430,738 | 38,395 | 3.49% | 3.49% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 413,988 | 36,902 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 395,557 | 35,239 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 394,968 | 35,207 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pacific Center for Financial Services | History | No change | 378,802 | 33,766 | 7.53% | 7.53% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 357,412 | 31,859 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Madison Wealth Partners, Inc | History | No change | 319,045 | 28,439 | 3.62% | 3.62% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| River Wealth Advisors LLC | History | No change | 315,394 | 28,114 | 2.94% | 2.94% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 294,229 | 26,227 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 291,939 | 26,023 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fox Financial, Inc | History | No change | 281,234 | 25,069 | 17.46% | 17.46% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 277,468 | 24,733 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 264,869 | 23,610 | 6.36% | 6.36% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 259,831 | 23,161 | 0.72% | 0.72% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | No change | 222,938 | 19,872 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 222,217 | 19,808 | 1.27% | 1.27% | 37 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Family Office Research LLC | History | No change | 205,028 | 18,276 | 6.86% | 6.86% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 202,079 | 18,013 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 197,730 | 17,626 | 0.2% | 0.2% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 187,571 | 16,720 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Geneos Wealth Management Inc. | History | No change | 180,426 | 16,083 | 0.33% | 0.33% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 165,459 | 14,749 | 1.43% | 1.43% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 160,957 | 13,829 | 6.23% | 6.23% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 154,566 | 13,778 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WCG Wealth Advisors LLC | History | No change | 152,433 | 13,587 | 0.32% | 0.32% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 150,295 | 13,397 | 2.93% | 2.93% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 150,187 | 13,387 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 148,407 | 13,229 | 0.81% | 0.81% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 147,559 | 13,153 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 137,682 | 12,272 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 136,088 | 12,130 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TRB Wealth Management, LLC | History | No change | 126,394 | 11,266 | 1.5% | 1.5% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 125,857 | 11,152 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Weil Company, Inc. | History | No change | 121,747 | 10,852 | 1.91% | 1.91% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 116,659 | 10,398 | 0.67% | 0.67% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 114,523 | 10,208 | 1.13% | 1.13% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Denver PWM, LLC | History | No change | 106,982 | 9,695 | 3.17% | 3.17% | 58 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 107,883 | 9,616 | 4.24% | 4.24% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 107,021 | 9,539 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 106,216 | 9,468 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 104,888 | 9,350 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FLC Capital Advisors | History | No change | 102,093 | 9,100 | 1.46% | 1.46% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 96,529 | 8,604 | 1.34% | 1.34% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 93,331 | 8,319 | 0.82% | 0.82% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | No change | 92,679 | 8,261 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 89,234 | 7,954 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 88,710 | 7,907 | 2.22% | 2.22% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 87,399 | 7,790 | 0.15% | 0.15% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DDFG, Inc | History | No change | 86,310 | 7,693 | 1.53% | 1.53% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 76,833 | 6,848 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cerity Partners LLC | History | No change | 76,347 | 6,805 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 75,838 | 6,760 | 3.27% | 3.27% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 74,843 | 6,667 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 74,648 | 6,654 | 0.21% | 0.21% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMA Wealth Management, LLC | History | No change | 74,125 | 6,607 | 4.23% | 4.23% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GEM Asset Management, LLC | History | No change | 71,512 | 6,374 | 2.51% | 2.51% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 70,410 | 6,276 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 65,269 | 5,818 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 63,104 | 5,625 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 62,803 | 5,598 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 65,813 | 5,499 | 0.41% | 0.04% | 82 | +60,357 | 1106.25% | Q3 2026 | Oct 01, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 60,302 | 5,377 | 1.07% | 1.07% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 60,239 | 5,369 | 4.0% | 4.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 59,595 | 5,312 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 59,407 | 5,295 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Goldstone Financial Group, LLC | History | No change | 58,686 | 5,231 | 0.48% | 0.48% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Santori & Peters, Inc. | History | No change | 57,096 | 5,089 | 1.44% | 1.44% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Live Oak Investment Partners | History | No change | 57,051 | 5,085 | 2.74% | 2.74% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 54,975 | 4,900 | 0.24% | 0.24% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 51,604 | 4,600 | 4.96% | 4.96% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Williams Financial, LLC | History | No change | 50,761 | 4,524 | 2.34% | 2.34% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tyche Wealth Partners LLC | History | No change | 49,288 | 4,393 | 0.62% | 0.62% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 48,174 | 4,294 | 0.22% | 0.22% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Financial, LLC | History | No change | 47,581 | 4,241 | 0.5% | 0.5% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NOVEM GROUP | History | No change | 46,922 | 4,182 | 0.42% | 0.42% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Flagship Private Wealth, LLC | History | No change | 46,696 | 4,162 | 1.47% | 1.47% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 43,421 | 3,870 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 41,359 | 3,686 | 0.37% | 0.37% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Analysts, LLC | History | No change | 38,461 | 3,428 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 38,133 | 3,399 | 0.39% | 0.39% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 36,633 | 3,265 | 0.22% | 0.22% | 102 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Addison Advisors LLC | History | No change | 33,862 | 3,018 | 1.42% | 1.42% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 33,709 | 3,005 | 2.26% | 2.26% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 33,526 | 2,988 | 0.22% | 0.22% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MY Wealth Management Inc. | History | No change | 32,074 | 2,859 | 2.01% | 2.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 29,500 | 2,629 | 0.11% | 0.11% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 28,852 | 2,571 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Elevate Capital Advisors, LLC | History | No change | 28,803 | 2,567 | 1.41% | 1.41% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 27,902 | 2,487 | 1.84% | 1.84% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 27,244 | 2,428 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 25,588 | 2,280 | 0.89% | 0.89% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 24,693 | 2,201 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empirical Asset Management, LLC | History | No change | 24,056 | 2,144 | 0.48% | 0.48% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Frontier Asset Management, LLC | History | No change | 23,893 | 2,129 | 0.38% | 0.38% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 24,222 | 2,106 | 0.45% | 0.45% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Diversify Advisory Services, LLC | History | No change | 24,306 | 2,104 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 24,306 | 2,104 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pallas Capital Advisors LLC | History | No change | 22,701 | 2,023 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 22,292 | 1,987 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 22,147 | 1,974 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RED REEF ADVISORS LLC | History | No change | 21,729 | 1,936 | 1.79% | 1.79% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wharton Business Group, LLC | History | No change | 21,700 | 1,934 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 21,787 | 1,907 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wedmont Private Capital | History | No change | 21,170 | 1,853 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| US BANCORP \DE\ | History | No change | 20,727 | 1,847 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 20,319 | 1,811 | 0.22% | 0.22% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 20,039 | 1,786 | 1.33% | 1.33% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Axiom Financial Strategies, LLC | History | No change | 19,888 | 1,772 | 0.56% | 0.56% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westover Capital Advisors, LLC | History | No change | 19,840 | 1,768 | 0.29% | 0.29% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 18,554 | 1,653 | 0.88% | 0.88% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 18,104 | 1,613 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BROWN ADVISORY INC | History | No change | 16,792 | 1,496 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 16,676 | 1,486 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redwood Financial Network Corp | History | No change | 15,237 | 1,358 | 0.75% | 0.75% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 14,687 | 1,309 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Planning Strategies Inc. | History | Reduced | 14,655 | 1,224 | 0.72% | 0.82% | 137 | -65 | -0.44% | Q3 2026 | Oct 02, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 13,708 | 1,221 | 0.13% | 0.13% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 13,596 | 1,211 | 0.18% | 0.18% | 139 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Plancorp, LLC | History | No change | 13,369 | 1,159 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 12,267 | 1,093 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 12,040 | 1,073 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 12,020 | 1,071 | 0.35% | 0.35% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cassilly Financial Group LLC | History | No change | 11,893 | 1,060 | 0.77% | 0.77% | 144 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 11,794 | 1,051 | 0.57% | 0.57% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 11,516 | 1,026 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,420 | 1,018 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHS Financial, LLC | History | No change | 11,179 | 996 | 0.4% | 0.4% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,893 | 971 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 10,799 | 962 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Thayer Financial, L.L.C. | History | No change | 10,292 | 917 | 0.83% | 0.83% | 151 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 10,055 | 896 | 0.09% | 0.09% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WASHINGTON TRUST Co | History | No change | 9,989 | 890 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BAM Wealth Management, LLC | History | No change | 9,522 | 848 | 0.53% | 0.53% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 9,432 | 840 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOSTER & MOTLEY INC | History | No change | 9,279 | 827 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,004 | 802 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | History | No change | 8,953 | 798 | 0.13% | 0.13% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BKM Wealth Management, LLC | History | No change | 8,399 | 748 | 0.26% | 0.26% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | No change | 8,281 | 738 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 8,119 | 723 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifeGoal Investments, LLC | History | No change | 8,110 | 722 | 0.33% | 0.33% | 162 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sigma Planning Corp | History | No change | 7,933 | 707 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 7,672 | 683 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 7,573 | 675 | 0.13% | 0.13% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,211 | 642 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,720 | 599 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 6,512 | 580 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,451 | 575 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 6,100 | 543 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SHP Wealth Management | History | No change | 6,070 | 541 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,058 | 539 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 6,021 | 536 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,970 | 532 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,872 | 506 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,617 | 500 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GWN SECURITIES INC. | History | No change | 5,351 | 477 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,323 | 474 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 5,261 | 468 | 0.18% | 0.18% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kendall Capital Management | History | No change | 5,164 | 460 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 5,150 | 459 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Members Trust Co | History | No change | 5,149 | 458 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,028 | 448 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lewis Asset Management, LLC | History | No change | 4,897 | 436 | 0.15% | 0.15% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,790 | 427 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Square, LLC | History | No change | 4,886 | 427 | 0.19% | 0.19% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 4,770 | 425 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 4,759 | 424 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 4,555 | 406 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 4,490 | 400 | 0.25% | 0.25% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 4,323 | 385 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 4,317 | 384 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 4,317 | 384 | 0.24% | 0.24% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 4,277 | 381 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,037 | 359 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,985 | 355 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ProVise Management Group, LLC | History | No change | 3,931 | 350 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 3,796 | 338 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,784 | 337 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 3,772 | 336 | 0.16% | 0.16% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,740 | 333 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tranquility Partners, LLC | History | No change | 3,729 | 332 | 0.11% | 0.11% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RMR Wealth Builders | History | No change | 3,705 | 330 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Selby Wealth Management, LLC | History | No change | 3,653 | 325 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JGP Wealth Management, LLC | History | No change | 3,626 | 323 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Compound Planning, Inc. | History | No change | 3,613 | 322 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HRT FINANCIAL LP | History | No change | 3,560 | 317 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 3,503 | 312 | 0.26% | 0.26% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TAGStone Capital, Inc. | History | No change | 3,440 | 306 | 0.1% | 0.1% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,442 | 306 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,429 | 305 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Weaver Consulting Group | History | No change | 3,352 | 298 | 0.06% | 0.06% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,333 | 297 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veridan Wealth LLC | History | No change | 3,340 | 297 | 0.1% | 0.1% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,331 | 296 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Traction Financial Partners, LLC | History | No change | 3,325 | 296 | 0.16% | 0.16% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | No change | 3,308 | 294 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,175 | 283 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Journey Advisory Group, LLC | History | No change | 3,158 | 281 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 3,104 | 276 | 0.11% | 0.11% | 220 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 3,037 | 271 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LWM Advisory Services, LLC | History | No change | 2,846 | 253 | 0.45% | 0.45% | 222 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | No change | 2,812 | 250 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Financial Corp/CA | History | No change | 2,787 | 248 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Facet Wealth, Inc. | History | No change | 2,769 | 246 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 2,735 | 243 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 2,685 | 239 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,685 | 239 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,587 | 230 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 2,503 | 223 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 2,461 | 219 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,391 | 213 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 2,390 | 213 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 2,331 | 208 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Helium Advisors LLC | History | No change | 2,282 | 203 | 0.17% | 0.17% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,271 | 202 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 2,265 | 201 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,157 | 192 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,991 | 177 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harborfront Financial Group LLC | History | No change | 1,943 | 173 | 0.65% | 0.65% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,804 | 160 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 1,542 | 137 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,466 | 130 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,360 | 121 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,291 | 115 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,253 | 111 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 1,220 | 108 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,159 | 103 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S.A. Mason LLC | History | No change | 1,165 | 103 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CENTRAL TRUST Co | History | No change | 1,103 | 98 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,018 | 90 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 1,001 | 89 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Polaris Financial Partners | History | New | 616 | 84 | 0.04% | — | 253 | +616 | New | Q3 2026 | Oct 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 844 | 75 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYM FINANCIAL Corp | History | No change | 815 | 72 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 657 | 58 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 657 | 58 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 647 | 57 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | No change | 650 | 57 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mosley Wealth Management | History | No change | 563 | 50 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Morse Asset Management, Inc | History | No change | 550 | 49 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 656 | 49 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 549 | 48 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 537 | 47 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 519 | 46 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Founders Financial Alliance, LLC | History | No change | 504 | 44 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glassman Wealth Services | History | No change | 485 | 43 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD ADVISERS INC | History | No change | 429 | 38 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 426 | 37 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | No change | 357 | 31 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quent Capital, LLC | History | No change | 338 | 30 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 338 | 30 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 255 | 22 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 250 | 22 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 242 | 21 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 209 | 18 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 212 | 18 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 201 | 17 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| HOWE & RUSLING INC | History | No change | 185 | 16 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | No change | 200 | 16 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 180 | 16 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 120 | 10 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concord Wealth Partners | History | No change | 122 | 10 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Caldwell Trust Co | History | No change | 103 | 9 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 96 | 8 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 82 | 7 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 78 | 7 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 88 | 7 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 80 | 7 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 84 | 7 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 72 | 6 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 72 | 6 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HFM Investment Advisors, LLC | History | No change | 72 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 59 | 5 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 46 | 4 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | No change | 50 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 38 | 3 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Costello Asset Management, INC | History | No change | 41 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 36 | 3 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Community Financial Services Group, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIGROUP INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |