iSHARES TRUST - SMMD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GLENMEDE TRUST CO NA | History | No change | 4,790,919 | 438,991 | 1.94% | 1.94% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,480,115 | 318,882 | 0.52% | 0.52% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,323,554 | 212,907 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,760,471 | 161,311 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 1,504,650 | 137,871 | 0.69% | 0.69% | 5 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,085,260 | 99,442 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,082,560 | 99,195 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 1,046,455 | 95,886 | 1.73% | 1.73% | 8 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | No change | 776,244 | 71,127 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 774,676 | 70,983 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 690,732 | 63,291 | 0.79% | 0.79% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 650,970 | 59,648 | 0.22% | 0.22% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 562,618 | 51,552 | 0.28% | 0.28% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 519,296 | 47,583 | 1.27% | 1.27% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 496,885 | 45,529 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 491,513 | 45,027 | 2.82% | 2.82% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 480,198 | 44,000 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 382,478 | 35,046 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 377,548 | 34,375 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 367,953 | 33,715 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 353,440 | 32,385 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diesslin Group, Inc. | History | No change | 351,000 | 32,162 | 12.41% | 12.41% | 22 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| LPL Financial LLC | History | No change | 281,070 | 25,754 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 279,503 | 25,610 | 0.45% | 0.45% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 274,856 | 25,185 | 0.19% | 0.19% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 273,676 | 25,079 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 264,669 | 24,251 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 257,371 | 23,582 | 0.45% | 0.45% | 28 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CWA Asset Management Group, LLC | History | No change | 205,082 | 18,791 | 0.57% | 0.57% | 29 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Curi Capital, LLC | History | No change | 203,409 | 18,638 | 0.29% | 0.29% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 189,531 | 17,367 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brio Consultants, LLC | History | No change | 176,437 | 16,166 | 1.89% | 1.89% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SigFig Wealth Management, LLC | History | No change | 176,920 | 16,108 | 0.43% | 0.43% | 33 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 172,778 | 15,831 | 1.57% | 1.57% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SFAM, LLC | History | No change | 169,317 | 15,514 | 12.66% | 12.66% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 160,337 | 14,691 | 0.14% | 0.14% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 150,910 | 13,828 | 0.94% | 0.94% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 150,641 | 13,803 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 142,271 | 13,036 | 0.67% | 0.67% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 140,441 | 12,868 | 1.51% | 1.51% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 136,447 | 12,502 | 2.29% | 2.29% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 162,754 | 12,426 | 0.21% | 0.21% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 133,716 | 12,252 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HighTower Advisors, LLC | History | No change | 128,158 | 11,743 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CMH Wealth Management LLC | History | No change | 127,138 | 11,649 | 1.78% | 1.78% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 122,982 | 11,268 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 122,893 | 11,260 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROGCO, LP | History | No change | 112,165 | 10,277 | 3.15% | 3.15% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 111,704 | 10,235 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 110,932 | 10,164 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 107,740 | 9,872 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 107,574 | 9,857 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 92,212 | 8,449 | 2.08% | 2.08% | 53 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 91,159 | 8,352 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Heritage Family Offices, LLP | History | No change | 89,987 | 8,245 | 3.18% | 3.18% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 89,987 | 8,245 | 3.19% | 3.19% | 56 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Pure Financial Advisors, LLC | History | No change | 88,733 | 8,130 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 88,288 | 8,089 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 87,039 | 7,975 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 86,866 | 7,959 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 83,006 | 7,605 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 75,922 | 6,956 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kendall Capital Management | History | No change | 73,607 | 6,744 | 1.12% | 1.12% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| James J. Burns & Company, LLC | History | No change | 73,212 | 6,708 | 0.73% | 0.73% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 66,570 | 6,099 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Added to | 70,626 | 6,040 | 0.16% | 0.18% | 66 | +1,469 | 2.12% | Q3 2026 | Oct 02, 2026 |
| Trek Financial, LLC | History | No change | 63,419 | 5,811 | 0.29% | 0.29% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 60,238 | 5,519 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WorthPointe, LLC | History | No change | 54,641 | 5,006 | 1.26% | 1.26% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 54,356 | 4,980 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 54,265 | 4,972 | 2.08% | 2.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AlTi Global, Inc. | History | No change | 50,548 | 4,631 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, LLC | History | No change | 45,393 | 4,159 | 0.11% | 0.11% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 45,832 | 4,132 | 0.88% | 0.88% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 43,095 | 3,948 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 40,115 | 3,649 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 36,633 | 3,356 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 35,200 | 3,225 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 34,659 | 3,175 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | No change | 34,051 | 3,120 | 4.45% | 4.45% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 34,205 | 3,114 | 0.1% | 0.1% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 32,492 | 2,977 | 0.62% | 0.62% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 30,938 | 2,834 | 0.36% | 0.36% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centerpoint Advisors, LLC | History | No change | 30,015 | 2,750 | 0.78% | 0.78% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 29,891 | 2,738 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mechanics Financial Corp | History | No change | 28,512 | 2,612 | 0.93% | 0.93% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 28,430 | 2,605 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 27,780 | 2,545 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | No change | 27,678 | 2,536 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 26,142 | 2,395 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,380 | 2,325 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Solutions Group, LLC | History | No change | 24,900 | 2,281 | 0.77% | 0.77% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 24,573 | 2,251 | 0.96% | 0.96% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 24,530 | 2,247 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 24,456 | 2,240 | 0.18% | 0.18% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 10,168 | 2,231 | 1.66% | 1.66% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 22,700 | 2,080 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 22,390 | 2,051 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 21,978 | 2,013 | 0.27% | 0.27% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 20,988 | 1,923 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 20,988 | 1,923 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prepared Retirement Institute LLC | History | No change | 20,344 | 1,864 | 0.79% | 0.79% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 20,267 | 1,857 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 19,186 | 1,758 | 1.08% | 1.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HF Advisory Group, LLC | History | No change | 19,037 | 1,744 | 0.54% | 0.54% | 105 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 18,705 | 1,713 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | No change | 18,577 | 1,702 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 18,494 | 1,694 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 18,295 | 1,676 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Andina Capital Management, LLC | History | No change | 18,221 | 1,669 | 2.69% | 2.69% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 18,129 | 1,661 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 17,518 | 1,605 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 17,209 | 1,577 | 1.16% | 1.16% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 16,759 | 1,535 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 14,853 | 1,360 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fidelis Wealth Advisors LLC | History | No change | 14,122 | 1,293 | 1.94% | 1.94% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,952 | 1,278 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 14,709 | 1,274 | 0.52% | 0.53% | 118 | -55 | -0.37% | Q3 2026 | Oct 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 13,608 | 1,237 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 12,599 | 1,153 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,502 | 1,145 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TFR Capital, LLC. | History | No change | 12,154 | 1,113 | 0.31% | 0.31% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 11,885 | 1,089 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,853 | 1,085 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 11,815 | 1,082 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BBR PARTNERS, LLC | History | No change | 11,206 | 1,026 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | No change | 11,197 | 1,025 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 10,774 | 987 | 0.3% | 0.3% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 10,742 | 984 | 0.15% | 0.15% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 10,666 | 977 | 0.28% | 0.28% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 10,332 | 946 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,310 | 944 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 10,250 | 939 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 10,148 | 929 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CERTUITY, LLC | History | No change | 9,945 | 911 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | No change | 9,731 | 892 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 9,939 | 890 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 9,939 | 890 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 9,683 | 887 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fairman Group, LLC | History | No change | 9,153 | 838 | 0.66% | 0.66% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 9,056 | 829 | 0.35% | 0.35% | 141 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Thayer Financial, L.L.C. | History | No change | 8,913 | 816 | 0.74% | 0.74% | 142 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Perigon Wealth Management, LLC | History | No change | 8,663 | 793 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,433 | 772 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,924 | 726 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Advisory Services, LLC | History | No change | 7,853 | 719 | 0.51% | 0.51% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,491 | 686 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 7,467 | 684 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 7,627 | 680 | 0.2% | 0.2% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | No change | 7,401 | 678 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bill Few Associates, Inc. | History | No change | 6,703 | 614 | 0.13% | 0.13% | 151 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,642 | 608 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 6,555 | 600 | 0.13% | 0.13% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneAscent Wealth Management LLC | History | No change | 6,552 | 600 | 0.18% | 0.18% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,419 | 588 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Trust, LLC | History | No change | 6,409 | 587 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keeler Thomas Management LLC | History | No change | 6,175 | 565 | 0.2% | 0.2% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Trust Co | History | No change | 5,982 | 548 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 5,949 | 545 | 0.2% | 0.2% | 159 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BESSEMER GROUP INC | History | No change | 5,749 | 527 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 5,610 | 514 | 0.13% | 0.13% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisors Preferred, LLC | History | No change | 5,600 | 508 | 0.08% | 0.08% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 5,365 | 492 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 5,373 | 492 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SFMG, LLC | History | No change | 5,261 | 482 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 5,256 | 481 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STAR Financial Bank | History | No change | 5,167 | 473 | 0.19% | 0.19% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'Connor Financial Group LLC | History | No change | 5,046 | 462 | 0.16% | 0.16% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 4,897 | 448 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NBH Bank | History | No change | 4,881 | 447 | 0.19% | 0.19% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vann Equity Management LLC | History | No change | 4,835 | 443 | 0.27% | 0.27% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 4,677 | 428 | 0.27% | 0.27% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 4,678 | 419 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,458 | 408 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Align Financial, LLC | History | No change | 4,413 | 404 | 0.2% | 0.2% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 4,407 | 403 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 4,390 | 402 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Park Edge Advisors, LLC | History | No change | 4,356 | 399 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TRUE Private Wealth Advisors | History | No change | 4,320 | 395 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 4,265 | 390 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 4,249 | 389 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,211 | 385 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 4,189 | 383 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Altman Advisors, Inc. | History | No change | 27,986 | 380 | 0.14% | 0.14% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 4,067 | 372 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First National Advisers, LLC | History | No change | 4,053 | 371 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Firestone Capital Management | History | No change | 4,000 | 366 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,837 | 351 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,805 | 348 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 3,703 | 339 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Haverford Trust Co | History | No change | 3,684 | 337 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 3,655 | 335 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3,668 | 333 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,527 | 323 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 3,525 | 322 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,497 | 320 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Heartland Consultants, Inc. | History | No change | 3,464 | 317 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 3,424 | 313 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 3,401 | 311 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,387 | 310 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,384 | 304 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 3,302 | 302 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 3,217 | 294 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 3,200 | 293 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,156 | 289 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 3,116 | 285 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 3,036 | 280 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 2,974 | 275 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 2,975 | 272 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ballast Financial Advisors LLC | History | No change | 2,937 | 269 | 0.24% | 0.24% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 2,934 | 268 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,918 | 267 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,949 | 265 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 2,885 | 264 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | No change | 2,776 | 254 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Opulen Financial Group LLC | History | No change | 2,737 | 250 | 0.16% | 0.16% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 2,730 | 250 | 0.17% | 0.17% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Capital Management, LLC | History | No change | 2,660 | 243 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 2,625 | 240 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,584 | 236 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 2,500 | 229 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Optivise Advisory Services LLC | History | No change | 2,506 | 229 | 0.12% | 0.12% | 222 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,655 | 227 | 0.01% | 0.01% | 223 | -285 | -9.69% | Q3 2026 | Oct 05, 2026 |
| First Nebraska Trust Co | History | No change | 2,486 | 227 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 2,442 | 223 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 2,410 | 220 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 2,386 | 218 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 2,234 | 204 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 1,910 | 174 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | No change | 1,636 | 149 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Independence Bank of Kentucky | History | No change | 1,218 | 111 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AlphaCore Capital LLC | History | No change | 1,174 | 107 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| New Republic Capital, LLC | History | No change | 963 | 88 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 775 | 71 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 764 | 70 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 746 | 68 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 713 | 65 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 666 | 61 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 513 | 47 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 463 | 42 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 461 | 41 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard National Trust Co | History | No change | 433 | 39 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 400 | 36 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 368 | 33 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 334 | 30 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Single Point Partners, LLC | History | No change | 22,779 | 22 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 241 | 22 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Piscataqua Savings Bank | History | No change | 220 | 20 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 205 | 18 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 143 | 13 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 141 | 12 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 112 | 10 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 88 | 8 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 75 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Qube Research & Technologies Ltd | History | No change | 54 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abound Wealth Management | History | No change | 41 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DT Investment Partners, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |