iSHARES TRUST - SUB
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 | Added to | 10,837,871 | 1,153,908 | 0.07% | 0.08% | 1 | +303,864 | 2.88% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,432,746 | 1,110,774 | 1.37% | 1.45% | 2 | +1,236,131 | 13.44% | Q2 2026 | Aug 19, 2026 |
| MORGAN STANLEY | History | Reduced | 5,576,953 | 593,778 | 0.03% | 0.04% | 3 | -339,711 | -5.74% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 4,745,689 | 505,273 | 0.08% | 0.1% | 4 | -187,113 | -3.79% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 3,083,779 | 328,329 | 0.04% | 0.05% | 5 | +169,046 | 5.8% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 2,954,555 | 314,571 | 0.18% | 0.21% | 6 | +49,703 | 1.71% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,950,954 | 314,188 | 0.28% | 0.28% | 7 | +90,825 | 3.18% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,551,444 | 165,182 | 0.09% | 0.1% | 8 | +8,909 | 0.58% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 1,531,445 | 163,052 | 0.05% | 0.07% | 9 | +77,485 | 5.33% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,388,673 | 147,852 | 0.23% | 0.24% | 10 | +91,945 | 7.09% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,225,020 | 130,427 | 0.03% | 0.03% | 11 | -56,023 | -4.37% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,139,510 | 121,281 | 0.02% | 0.03% | 12 | +91,048 | 8.68% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 1,024,779 | 109,108 | 0.02% | 0.03% | 13 | -12,417 | -1.2% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 953,664 | 101,536 | 0.01% | 0.0% | 14 | +549,221 | 135.8% | Q2 2026 | Aug 14, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 901,267 | 95,957 | 5.13% | 5.83% | 15 | +146,000 | 19.33% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 856,767 | 91,217 | 0.02% | 0.02% | 16 | -4,624 | -0.54% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | Reduced | 850,660 | 90,569 | 0.1% | 0.11% | 17 | -33,147 | -3.75% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Reduced | 813,111 | 86,571 | 0.3% | 0.33% | 18 | -4,802 | -0.59% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Added to | 751,428 | 80,004 | 0.08% | 0.07% | 19 | +157,883 | 26.6% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 742,589 | 79,063 | 0.02% | 0.02% | 20 | +108,402 | 17.09% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 726,711 | 77,317 | 6.36% | 6.81% | 21 | +15,623 | 2.2% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 675,290 | 71,898 | 0.22% | 0.27% | 22 | -4,200 | -0.62% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 624,527 | 66,493 | 0.02% | 0.03% | 23 | -8,257 | -1.3% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 590,539 | 62,874 | 0.01% | 0.01% | 24 | +3,180 | 0.54% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 567,623 | 60,446 | 0.0% | 0.0% | 25 | -35,951 | -5.96% | Q2 2026 | Aug 12, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 551,509 | 58,719 | 7.89% | 8.72% | 26 | +10,499 | 1.94% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | Reduced | 528,122 | 56,229 | 0.24% | 0.26% | 27 | -68,377 | -11.46% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 526,793 | 56,087 | 0.07% | 0.08% | 28 | -13,316 | -2.47% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Reduced | 492,533 | 52,439 | 0.06% | 0.08% | 29 | -25,707 | -4.96% | Q2 2026 | Aug 14, 2026 |
| Truepoint, Inc. | History | Added to | 460,655 | 49,045 | 1.02% | 1.07% | 30 | +11,890 | 2.65% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | Reduced | 453,380 | 48,271 | 0.05% | 0.06% | 31 | -23,386 | -4.91% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 443,202 | 47,187 | 0.01% | 0.01% | 32 | -513 | -0.12% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 433,650 | 46,170 | 0.04% | 0.05% | 33 | +12,411 | 2.95% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 422,365 | 44,969 | 0.34% | 0.33% | 34 | +55,451 | 15.11% | Q2 2026 | Aug 14, 2026 |
| WIT, LLC | History | No change | 418,588 | 44,567 | 0.71% | 0.84% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Reduced | 415,416 | 44,150 | 0.62% | 0.66% | 36 | -3,060 | -0.73% | Q2 2026 | Jul 08, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 396,595 | 42,225 | 0.63% | 0.78% | 37 | -37,513 | -8.64% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 359,789 | 38,306 | 0.03% | 0.03% | 38 | +60,976 | 20.41% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 351,387 | 37,412 | 0.03% | 0.04% | 39 | +23,831 | 7.28% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 343,233 | 36,544 | 0.17% | 0.22% | 40 | -41,982 | -10.9% | Q2 2026 | Aug 18, 2026 |
| TIAA Wealth Investment Management LLC | History | Reduced | 339,158 | 36,110 | 0.24% | 0.32% | 41 | -48,364 | -12.48% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 338,887 | 36,081 | 0.14% | 0.13% | 42 | +87,259 | 34.68% | Q2 2026 | Aug 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 337,842 | 35,970 | 0.43% | 0.38% | 43 | +78,488 | 30.26% | Q2 2026 | Aug 07, 2026 |
| DGS Capital Management, LLC | History | No change | 330,165 | 35,162 | 5.77% | 5.77% | 44 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 323,060 | 34,396 | 0.21% | 0.19% | 45 | +81,554 | 33.77% | Q2 2026 | Jul 20, 2026 |
| RMR Wealth Builders | History | Added to | 313,220 | 33,348 | 2.07% | 2.47% | 46 | +18,583 | 6.31% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 310,995 | 33,111 | 0.05% | 0.06% | 47 | +2,762 | 0.9% | Q2 2026 | Aug 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 290,740 | 30,955 | 1.72% | 1.76% | 48 | +7,697 | 2.72% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 288,254 | 30,690 | 0.33% | 0.35% | 49 | +12,854 | 4.67% | Q2 2026 | Aug 03, 2026 |
| Glenview Trust Co | History | Added to | 285,927 | 30,442 | 0.42% | 0.44% | 50 | +22,768 | 8.65% | Q2 2026 | Aug 18, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 282,429 | 30,008 | 8.69% | 8.31% | 51 | +23,471 | 9.06% | Q2 2026 | Jul 20, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 281,424 | 29,963 | 13.23% | 15.32% | 52 | +4,769 | 1.72% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 278,430 | 29,649 | 0.03% | 0.03% | 53 | +68,173 | 32.42% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 276,817 | 29,338 | 0.04% | 0.04% | 54 | +27,627 | 11.09% | Q2 2026 | Aug 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 270,064 | 28,753 | 1.73% | 1.87% | 55 | +10,954 | 4.23% | Q2 2026 | Jul 31, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 267,213 | 28,450 | 0.42% | 0.5% | 56 | -4,043 | -1.49% | Q2 2026 | Aug 11, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 265,422 | 28,259 | 0.73% | 0.76% | 57 | +31,518 | 13.47% | Q2 2026 | Jul 31, 2026 |
| Abundance Wealth Counselors | History | Added to | 263,074 | 28,009 | 1.82% | 1.89% | 58 | +139,220 | 112.41% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 255,556 | 27,193 | 0.01% | 0.01% | 59 | +42,258 | 19.81% | Q2 2026 | Aug 14, 2026 |
| LVW Advisors, LLC | History | Added to | 253,970 | 27,040 | 2.34% | 2.34% | 60 | +23,629 | 10.26% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 254,562 | 26,647 | 0.04% | 0.04% | 61 | +56,750 | 28.69% | Q2 2026 | Jul 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 244,497 | 26,031 | 0.52% | 0.47% | 62 | -17,855 | -6.81% | Q2 2026 | Jul 15, 2026 |
| BIP Wealth, LLC | History | Added to | 239,389 | 25,487 | 0.72% | 0.41% | 63 | +143,717 | 150.22% | Q2 2026 | Aug 03, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 234,813 | 25,000 | 16.7% | 19.27% | 64 | +3,532 | 1.53% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 221,849 | 23,620 | 0.88% | 0.89% | 65 | +42,291 | 23.55% | Q2 2026 | Jul 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 211,051 | 22,470 | 0.0% | 0.01% | 66 | -161,757 | -43.39% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 205,542 | 21,884 | 0.19% | 0.21% | 67 | +7,842 | 3.97% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 202,850 | 21,597 | 0.04% | 0.05% | 68 | -28,530 | -12.33% | Q2 2026 | Aug 05, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 199,011 | 21,188 | 1.95% | 2.19% | 69 | +3,057 | 1.56% | Q2 2026 | Aug 11, 2026 |
| Ascent Group, LLC | History | Added to | 192,334 | 20,477 | 0.61% | 0.69% | 70 | +4,502 | 2.4% | Q2 2026 | Aug 03, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 189,853 | 20,213 | 0.71% | 0.89% | 71 | -32,420 | -14.59% | Q2 2026 | Aug 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 189,555 | 20,181 | 0.46% | 0.47% | 72 | +15,707 | 9.03% | Q2 2026 | Aug 05, 2026 |
| Carnegie Investment Counsel | History | Reduced | 183,174 | 19,502 | 0.39% | 0.4% | 73 | -7,446 | -3.91% | Q2 2026 | Jul 30, 2026 |
| Members Trust Co | History | Reduced | 182,646 | 19,446 | 0.61% | 0.66% | 74 | -4,622 | -2.47% | Q2 2026 | Jul 31, 2026 |
| Betterment LLC | History | Reduced | 182,548 | 19,436 | 0.03% | 0.04% | 75 | -4,287 | -2.29% | Q2 2026 | Aug 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 174,286 | 18,556 | 2.42% | 2.6% | 76 | -965 | -0.55% | Q2 2026 | Jul 20, 2026 |
| One Capital Management, LLC | History | No change | 171,415 | 18,255 | 0.51% | 0.5% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 169,073 | 18,001 | 0.03% | 0.03% | 78 | +47,072 | 38.58% | Q2 2026 | Aug 05, 2026 |
| BANK OF HAWAII | History | Added to | 169,036 | 17,997 | 0.89% | 0.82% | 79 | +22,700 | 15.51% | Q2 2026 | Aug 13, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 168,105 | 17,898 | 4.0% | 4.25% | 80 | +12,707 | 8.18% | Q2 2026 | Jul 20, 2026 |
| Ellevest, Inc. | History | Added to | 166,205 | 17,693 | 2.09% | 2.44% | 81 | +1,771 | 1.08% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 159,941 | 17,028 | 0.31% | 0.33% | 82 | +10,419 | 6.97% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 154,022 | 16,398 | 0.03% | 0.03% | 83 | +42,186 | 37.72% | Q2 2026 | Aug 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 152,477 | 16,237 | 0.46% | 0.44% | 84 | +19,246 | 14.45% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 150,565 | 16,030 | 0.16% | 0.18% | 85 | +3,552 | 2.42% | Q2 2026 | Aug 05, 2026 |
| Dakota Wealth Management | History | Added to | 149,771 | 15,946 | 0.3% | 0.34% | 86 | +1,951 | 1.32% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 148,456 | 15,806 | 0.03% | 0.01% | 87 | +103,378 | 229.33% | Q2 2026 | Jul 30, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 147,760 | 15,732 | 0.18% | 0.2% | 88 | +2,682 | 1.85% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 146,517 | 15,599 | 0.3% | 0.24% | 89 | +30,413 | 26.19% | Q2 2026 | Jul 09, 2026 |
| Brookstone Capital Management | History | Added to | 144,483 | 15,383 | 0.15% | 0.15% | 90 | +19,641 | 15.73% | Q2 2026 | Jul 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 141,844 | 15,102 | 1.15% | 1.3% | 91 | -3,506 | -2.41% | Q2 2026 | Jul 16, 2026 |
| Slow Capital, Inc. | History | Reduced | 140,107 | 14,917 | 1.74% | 1.95% | 92 | -1,201 | -0.85% | Q2 2026 | Jul 22, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 134,998 | 14,373 | 0.87% | 1.01% | 93 | +4,694 | 3.6% | Q2 2026 | Jul 31, 2026 |
| Oak Harvest Investment Services | History | Added to | 130,615 | 13,906 | 1.3% | 1.38% | 94 | +6,553 | 5.28% | Q2 2026 | Jul 24, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 124,417 | 13,246 | 0.16% | 0.19% | 95 | +3,547 | 2.93% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Added to | 120,284 | 12,807 | 0.37% | 0.01% | 96 | +117,626 | 4425.36% | Q2 2026 | Jul 01, 2026 |
| Quent Capital, LLC | History | Added to | 119,828 | 12,758 | 0.78% | 0.79% | 97 | +14,722 | 14.01% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 118,563 | 12,623 | 0.06% | 0.07% | 98 | -4,910 | -3.98% | Q2 2026 | Jul 17, 2026 |
| M&T BANK CORP | History | Added to | 117,953 | 12,558 | 0.04% | 0.04% | 99 | +5,864 | 5.23% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 117,929 | 12,555 | 0.06% | 0.06% | 100 | +17,270 | 17.16% | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | New | 117,318 | 12,490 | 0.37% | — | 101 | +117,318 | New | Q2 2026 | Aug 13, 2026 |
| Grove Bank & Trust | History | Added to | 116,994 | 12,456 | 1.24% | 1.39% | 102 | +1,588 | 1.38% | Q2 2026 | Jul 07, 2026 |
| Smithfield Trust Co | History | Reduced | 116,865 | 12,444 | 0.5% | 0.55% | 103 | -2,327 | -1.95% | Q2 2026 | Aug 05, 2026 |
| PDS Planning, Inc | History | Added to | 115,118 | 12,256 | 0.71% | 0.79% | 104 | +3,281 | 2.93% | Q2 2026 | Aug 05, 2026 |
| MBL Wealth, LLC | History | Reduced | 114,114 | 12,149 | 0.83% | 0.96% | 105 | -4,407 | -3.72% | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 114,097 | 12,148 | 0.08% | 0.08% | 106 | +12,019 | 11.77% | Q2 2026 | Jul 20, 2026 |
| MidFirst Bank | History | Added to | 113,968 | 12,134 | 0.86% | 0.91% | 107 | +10,589 | 10.24% | Q2 2026 | Aug 07, 2026 |
| Partners in Financial Planning | History | Added to | 110,184 | 11,731 | 1.78% | 1.81% | 108 | +7,983 | 7.81% | Q2 2026 | Aug 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 109,571 | 11,666 | 0.18% | 0.19% | 109 | -1,917 | -1.72% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 107,608 | 11,456 | 0.04% | 0.04% | 110 | +4,435 | 4.3% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | Reduced | 107,339 | 11,428 | 0.01% | 0.02% | 111 | -7,413 | -6.46% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 106,414 | 11,330 | 0.03% | 0.02% | 112 | +20,066 | 23.24% | Q2 2026 | Jul 27, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 105,380 | 11,219 | 0.57% | 0.61% | 113 | +4,327 | 4.28% | Q2 2026 | Jul 16, 2026 |
| BAILARD, INC. | History | Reduced | 104,008 | 11,073 | 0.23% | 0.43% | 114 | -70,624 | -40.44% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 101,627 | 10,820 | 0.01% | 0.02% | 115 | +7,953 | 8.49% | Q2 2026 | Aug 12, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 98,775 | 10,516 | 1.66% | 1.79% | 116 | -3,422 | -3.35% | Q2 2026 | Aug 07, 2026 |
| Zhang Financial LLC | History | Added to | 98,577 | 10,495 | 0.31% | 0.27% | 117 | +25,995 | 35.81% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 96,849 | 10,311 | 0.07% | 0.07% | 118 | +8,589 | 9.73% | Q2 2026 | Sep 08, 2026 |
| TD Capital Management LLC | History | Reduced | 96,298 | 10,252 | 0.84% | 1.06% | 119 | -14,753 | -13.28% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | Reduced | 96,185 | 10,240 | 0.11% | 0.13% | 120 | -510 | -0.53% | Q2 2026 | Aug 04, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 95,358 | 10,152 | 1.03% | 0.04% | 121 | +92,190 | 2910.04% | Q2 2026 | Jul 07, 2026 |
| Financial Solutions Advisory Group, Inc. | History | Reduced | 95,054 | 10,097 | 1.28% | 1.47% | 122 | -4,652 | -4.67% | Q2 2026 | Jul 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 94,184 | 10,017 | 0.32% | 0.3% | 123 | +16,651 | 21.48% | Q2 2026 | Aug 11, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 93,110 | 9,913 | 2.02% | 2.37% | 124 | -7,623 | -7.57% | Q2 2026 | Jul 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 92,348 | 9,832 | 0.28% | 0.26% | 125 | +19,313 | 26.44% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 89,241 | 9,501 | 0.2% | 0.23% | 126 | +7,609 | 9.32% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 85,677 | 9,122 | 0.09% | 0.1% | 127 | +4,237 | 5.2% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 84,558 | 8,993 | 0.03% | 0.03% | 128 | +22,840 | 37.01% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | Reduced | 83,080 | 8,845 | 0.01% | 0.02% | 129 | -16,049 | -16.19% | Q2 2026 | Aug 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 80,823 | 8,605 | 0.03% | 0.03% | 130 | +3,083 | 3.97% | Q2 2026 | Aug 12, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 80,646 | 8,586 | 0.23% | 0.24% | 131 | +8,910 | 12.42% | Q2 2026 | Aug 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 78,971 | 8,408 | 0.63% | 0.69% | 132 | +1,407 | 1.81% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 78,499 | 8,357 | 0.09% | 0.08% | 133 | +13,953 | 21.62% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | Reduced | 78,041 | 8,311 | 0.14% | 0.13% | 134 | -23 | -0.03% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 76,061 | 8,098 | 0.81% | 1.24% | 135 | -27,293 | -26.41% | Q2 2026 | Jul 13, 2026 |
| Brio Consultants, LLC | History | Added to | 75,986 | 8,090 | 0.95% | 0.94% | 136 | +3,620 | 5.0% | Q2 2026 | Aug 12, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 75,455 | 8,033 | 0.99% | 0.56% | 137 | +37,597 | 99.31% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 74,471 | 7,928 | 0.4% | 0.51% | 138 | -11,232 | -13.11% | Q2 2026 | Jul 10, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 72,656 | 7,735 | 1.93% | 2.23% | 139 | -3,040 | -4.02% | Q2 2026 | Jul 07, 2026 |
| Investment Research Partners LLC | History | Reduced | 72,397 | 7,708 | 2.61% | 3.92% | 140 | -18,097 | -20.0% | Q2 2026 | Aug 04, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 71,745 | 7,638 | 0.59% | 0.53% | 141 | +14,204 | 24.69% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 71,501 | 7,612 | 0.0% | 0.0% | 142 | +68,045 | 1968.89% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 70,883 | 7,546 | 0.25% | 0.28% | 143 | -442 | -0.62% | Q2 2026 | Aug 10, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 70,520 | 7,508 | 0.55% | 0.61% | 144 | +90 | 0.13% | Q2 2026 | Aug 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 69,755 | 7,426 | 0.01% | 0.0% | 145 | +49,450 | 243.54% | Q2 2026 | Aug 14, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 69,722 | 7,423 | 0.29% | 0.31% | 146 | -25 | -0.04% | Q2 2026 | Jul 08, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 67,195 | 7,154 | 3.32% | 3.67% | 147 | -182 | -0.27% | Q2 2026 | Jul 29, 2026 |
| Northeast Financial Group, Inc. | History | No change | 66,914 | 7,127 | 1.76% | 1.76% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 66,079 | 7,035 | 0.0% | 0.0% | 149 | -431 | -0.65% | Q2 2026 | Aug 07, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 65,984 | 7,025 | 0.54% | 0.5% | 150 | +16,519 | 33.4% | Q2 2026 | Jul 15, 2026 |
| Wedmont Private Capital | History | Added to | 65,948 | 7,011 | 0.19% | 0.05% | 151 | +52,135 | 377.43% | Q2 2026 | Jul 13, 2026 |
| Summit Financial, LLC | History | Added to | 65,788 | 7,004 | 0.08% | 0.09% | 152 | +514 | 0.79% | Q2 2026 | Aug 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 64,033 | 6,817 | 1.37% | 1.45% | 153 | -2,586 | -3.88% | Q2 2026 | Jul 30, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 63,633 | 6,775 | 0.59% | 0.54% | 154 | +14,601 | 29.78% | Q2 2026 | Aug 04, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 63,085 | 6,716 | 0.04% | 0.04% | 155 | +2,693 | 4.46% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 62,942 | 6,701 | 0.07% | 0.07% | 156 | +7,475 | 13.48% | Q2 2026 | Aug 11, 2026 |
| Single Point Partners, LLC | History | Reduced | 62,504 | 6,654 | 1.17% | 1.34% | 157 | -674 | -1.07% | Q2 2026 | Jul 16, 2026 |
| Integrated Advisors Network LLC | History | Added to | 61,637 | 6,562 | 0.3% | 0.29% | 158 | +9,375 | 17.94% | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 61,596 | 6,558 | 0.79% | 1.02% | 159 | -8,113 | -11.64% | Q2 2026 | Aug 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 61,305 | 6,527 | 0.39% | 0.48% | 160 | -13,134 | -17.64% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 60,900 | 6,484 | 0.01% | 0.01% | 161 | +3,433 | 5.97% | Q2 2026 | Aug 14, 2026 |
| Kings Path Partners LLC | History | Added to | 59,412 | 6,325 | 1.68% | 0.64% | 162 | +41,928 | 239.81% | Q2 2026 | Jul 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 59,096 | 6,291 | 0.8% | 1.05% | 163 | -11,847 | -16.7% | Q2 2026 | Aug 25, 2026 |
| Opus Capital Group, LLC | History | Reduced | 58,077 | 6,183 | 0.6% | 0.71% | 164 | -4,153 | -6.67% | Q2 2026 | Jul 31, 2026 |
| Waverly Advisors, LLC | History | Added to | 57,827 | 6,156 | 0.04% | 0.04% | 165 | +2,245 | 4.04% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 56,968 | 6,065 | 0.11% | 0.14% | 166 | +1,472 | 2.65% | Q2 2026 | Jul 31, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 56,868 | 6,054 | 3.97% | 4.07% | 167 | +4,088 | 7.75% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 56,606 | 6,026 | 0.0% | 0.0% | 168 | +27,428 | 94.0% | Q2 2026 | Sep 02, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 56,371 | 6,001 | 0.36% | 0.31% | 169 | +13,089 | 30.24% | Q2 2026 | Aug 10, 2026 |
| AMG National Trust Bank | History | Added to | 56,058 | 5,968 | 0.12% | 0.11% | 170 | +8,285 | 17.34% | Q2 2026 | Aug 06, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 55,973 | 5,959 | 0.91% | 0.99% | 171 | +3,099 | 5.86% | Q2 2026 | Jul 22, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 55,545 | 5,913 | 1.34% | 1.55% | 172 | +444 | 0.81% | Q2 2026 | Jul 21, 2026 |
| Lutz Financial Services LLC | History | Reduced | 55,231 | 5,880 | 0.36% | 0.41% | 173 | -2,110 | -3.68% | Q2 2026 | Aug 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 54,459 | 5,770 | 0.34% | 0.22% | 174 | +27,900 | 105.05% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 53,968 | 5,744 | 0.03% | 0.04% | 175 | -1,543 | -2.78% | Q2 2026 | Aug 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 53,560 | 5,704 | 0.64% | 0.64% | 176 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 52,643 | 5,604 | 0.08% | 0.1% | 177 | +44 | 0.08% | Q2 2026 | Jul 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 52,409 | 5,579 | 0.06% | 0.06% | 178 | +6,501 | 14.16% | Q2 2026 | Aug 06, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 51,678 | 5,502 | 0.43% | 0.48% | 179 | -449 | -0.86% | Q2 2026 | Jul 06, 2026 |
| Apex Wealth Management, LLC | History | Added to | 51,444 | 5,477 | 3.35% | 3.66% | 180 | +1,341 | 2.68% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 51,294 | 5,461 | 0.14% | 0.2% | 181 | -8,571 | -14.32% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 50,778 | 5,406 | 0.09% | 0.09% | 182 | +3,832 | 8.16% | Q2 2026 | Aug 07, 2026 |
| Life Planning Partners, Inc | History | Reduced | 50,465 | 5,373 | 3.99% | 4.44% | 183 | -4,117 | -7.54% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 50,446 | 5,371 | 0.06% | 0.04% | 184 | +22,068 | 77.76% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 50,328 | 5,358 | 0.08% | 0.08% | 185 | +2,326 | 4.85% | Q2 2026 | Jul 15, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 50,312 | 5,356 | 1.43% | 1.59% | 186 | +349 | 0.7% | Q2 2026 | Aug 13, 2026 |
| Symmetry Partners, LLC | History | Added to | 49,934 | 5,316 | 0.27% | 0.28% | 187 | +3,137 | 6.7% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 49,746 | 5,297 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 49,407 | 5,260 | 0.91% | 1.0% | 189 | -70 | -0.14% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 49,225 | 5,240 | 1.22% | 1.36% | 190 | +652 | 1.34% | Q2 2026 | Jul 27, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 48,970 | 5,213 | 0.33% | 0.41% | 191 | -5,066 | -9.38% | Q2 2026 | Jul 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 48,802 | 5,195 | 0.0% | 0.0% | 192 | +1,181 | 2.48% | Q2 2026 | Aug 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 48,467 | 5,160 | 0.07% | 0.08% | 193 | -4,486 | -8.47% | Q2 2026 | Jul 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 48,402 | 5,153 | 0.05% | 0.05% | 194 | -1,386 | -2.78% | Q2 2026 | Jul 21, 2026 |
| Composition Wealth, LLC | History | Reduced | 47,978 | 5,108 | 0.06% | 0.08% | 195 | -6,639 | -12.16% | Q2 2026 | Jul 22, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 47,760 | 5,085 | 0.96% | 1.09% | 196 | -332 | -0.69% | Q2 2026 | Jul 13, 2026 |
| XML Financial, LLC | History | Added to | 47,680 | 5,076 | 0.37% | 0.41% | 197 | +73 | 0.15% | Q2 2026 | Jul 24, 2026 |
| Wealthfront Advisers LLC | History | Added to | 47,674 | 5,075 | 0.01% | 0.0% | 198 | +29,012 | 155.46% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 47,550 | 5,062 | 0.03% | 0.04% | 199 | -564 | -1.17% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 46,531 | 4,954 | 0.19% | 0.17% | 200 | +11,204 | 31.72% | Q2 2026 | Jul 29, 2026 |
| GWN SECURITIES INC. | History | Reduced | 45,186 | 4,810 | 0.8% | 1.01% | 201 | -4,372 | -8.82% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,065 | 4,798 | 0.04% | 0.04% | 202 | +4,924 | 12.27% | Q2 2026 | Jul 17, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 44,831 | 4,773 | 0.59% | 0.69% | 203 | +117 | 0.26% | Q2 2026 | Jul 09, 2026 |
| INVESTED ADVISORS | History | Reduced | 44,469 | 4,734 | 4.19% | 4.89% | 204 | -1,020 | -2.24% | Q2 2026 | Aug 04, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 44,449 | 4,732 | 3.34% | 3.87% | 205 | -1,010 | -2.22% | Q2 2026 | Aug 10, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 43,970 | 4,681 | 0.12% | 0.13% | 206 | -2,146 | -4.65% | Q2 2026 | Jul 28, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 43,859 | 4,669 | 0.35% | 0.34% | 207 | +7,088 | 19.28% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 42,765 | 4,553 | 0.07% | 0.08% | 208 | +2,748 | 6.87% | Q2 2026 | Aug 10, 2026 |
| Financial Plan, Inc. | History | Added to | 42,464 | 4,521 | 0.43% | 0.38% | 209 | +9,375 | 28.33% | Q2 2026 | Aug 14, 2026 |
| LJI Wealth Management, LLC | History | Added to | 41,440 | 4,412 | 0.62% | 0.68% | 210 | +1,425 | 3.56% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 41,435 | 4,411 | 0.01% | 0.01% | 211 | -11,814 | -22.19% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 41,354 | 4,402 | 0.04% | 0.04% | 212 | +2,836 | 7.36% | Q2 2026 | Aug 06, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 41,253 | 4,392 | 0.24% | 0.27% | 213 | -372 | -0.89% | Q2 2026 | Aug 11, 2026 |
| BWM Planning, LLC | History | Added to | 40,832 | 4,347 | 1.01% | 1.02% | 214 | +4,476 | 12.31% | Q2 2026 | Jul 23, 2026 |
| Baron Financial Group, LLC | History | Reduced | 40,800 | 4,343 | 2.07% | 2.35% | 215 | -130 | -0.32% | Q2 2026 | Jul 09, 2026 |
| ALLSTATE CORP | History | Reduced | 40,156 | 4,275 | 0.04% | 1.19% | 216 | -1,007,428 | -96.17% | Q2 2026 | Aug 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 39,850 | 4,242 | 0.22% | 0.23% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 39,712 | 4,228 | 0.02% | 0.02% | 218 | -885 | -2.18% | Q2 2026 | Aug 10, 2026 |
| BCO Wealth Management LLC | History | Added to | 39,461 | 4,201 | 2.29% | 2.38% | 219 | +2,295 | 6.17% | Q2 2026 | Jul 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 39,299 | 4,184 | 0.36% | 0.52% | 220 | -1,039 | -2.58% | Q2 2026 | Jul 09, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 38,838 | 4,135 | 1.27% | 1.52% | 221 | +31 | 0.08% | Q2 2026 | Aug 05, 2026 |
| Sanchez Levi Garrett | History | Added to | 38,400 | 4,088 | 2.22% | 2.55% | 222 | +164 | 0.43% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 38,376 | 4,085 | 0.0% | 0.0% | 223 | -3,559 | -8.49% | Q2 2026 | Aug 04, 2026 |
| Charles Schwab Trust Co | History | Added to | 38,157 | 4,062 | 0.23% | 0.24% | 224 | +3,842 | 11.2% | Q2 2026 | Jul 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 38,046 | 4,050 | 0.01% | 0.01% | 225 | +1,276 | 3.47% | Q2 2026 | Aug 11, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 37,944 | 4,039 | 0.67% | 0.79% | 226 | +72 | 0.19% | Q2 2026 | Aug 11, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 37,650 | 4,008 | 0.68% | 0.82% | 227 | -2,810 | -6.95% | Q2 2026 | Jul 14, 2026 |
| Prosperity Planning, Inc. | History | Added to | 37,536 | 3,996 | 0.92% | 1.01% | 228 | +261 | 0.7% | Q2 2026 | Jul 10, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 37,462 | 3,988 | 0.29% | 0.38% | 229 | -5,702 | -13.21% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 37,064 | 3,946 | 0.11% | 0.11% | 230 | +2,948 | 8.64% | Q2 2026 | Jul 07, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 36,323 | 3,867 | 3.24% | 3.61% | 231 | +1,425 | 4.08% | Q2 2026 | Jul 21, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Added to | 36,206 | 3,854 | 2.28% | 2.42% | 232 | +2,595 | 7.72% | Q2 2026 | Jul 13, 2026 |
| Alhambra Investment Management LLC | History | Added to | 35,827 | 3,814 | 1.66% | 1.74% | 233 | +406 | 1.15% | Q2 2026 | Jul 16, 2026 |
| Wealth Architects, LLC | History | Added to | 35,616 | 3,792 | 0.3% | 0.33% | 234 | +1,117 | 3.24% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 34,747 | 3,699 | 0.04% | 0.04% | 235 | +14,433 | 71.05% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | Reduced | 34,705 | 3,695 | 0.05% | 0.06% | 236 | -5,714 | -14.14% | Q2 2026 | Aug 13, 2026 |
| K2 Financial Inc. | History | Reduced | 34,423 | 3,661 | 2.58% | 2.93% | 237 | -3,294 | -8.73% | Q2 2026 | Jul 21, 2026 |
| Patten Group, Inc. | History | Reduced | 33,883 | 3,607 | 0.56% | 0.66% | 238 | -1,816 | -5.09% | Q2 2026 | Aug 06, 2026 |
| Equita Financial Network, Inc. | History | Added to | 33,843 | 3,603 | 1.0% | 1.09% | 239 | +1,396 | 4.3% | Q2 2026 | Jul 29, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 33,165 | 3,531 | 2.34% | 2.69% | 240 | -274 | -0.82% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 33,110 | 3,525 | 0.19% | 0.21% | 241 | +1,022 | 3.18% | Q2 2026 | Jul 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 32,710 | 3,482 | 0.1% | 0.11% | 242 | -254 | -0.77% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 32,505 | 3,460 | 0.03% | 0.03% | 243 | -3,316 | -9.26% | Q2 2026 | Aug 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 32,183 | 3,426 | 0.21% | 0.26% | 244 | -1,537 | -4.56% | Q2 2026 | Jul 23, 2026 |
| Brewster Financial Planning LLC | History | Added to | 32,011 | 3,408 | 1.87% | 1.77% | 245 | +4,573 | 16.67% | Q2 2026 | Jul 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 31,146 | 3,316 | 0.13% | 0.14% | 246 | +1,097 | 3.65% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 30,630 | 3,261 | 0.25% | 0.27% | 247 | -1,286 | -4.03% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 30,623 | 3,260 | 0.05% | 0.06% | 248 | +2,081 | 7.29% | Q2 2026 | Jul 15, 2026 |
| ROGCO, LP | History | Added to | 30,390 | 3,235 | 0.99% | 1.07% | 249 | +421 | 1.4% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | Added to | 30,181 | 3,213 | 0.0% | 0.0% | 250 | +6,370 | 26.75% | Q2 2026 | Aug 07, 2026 |
| Fonville Wealth Management LLC | History | Added to | 29,905 | 3,183 | 0.52% | 0.61% | 251 | +27 | 0.09% | Q2 2026 | Jul 28, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 29,862 | 3,179 | 0.13% | 0.15% | 252 | -73 | -0.24% | Q2 2026 | Jul 28, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 29,680 | 3,160 | 0.35% | 0.36% | 253 | +2,523 | 9.29% | Q2 2026 | Jul 16, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 29,486 | 3,139 | 0.32% | 0.35% | 254 | -47 | -0.16% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 29,341 | 3,123 | 0.03% | 0.03% | 255 | +3,040 | 11.56% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | Added to | 29,158 | 3,104 | 0.08% | 0.09% | 256 | +700 | 2.46% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | Added to | 29,100 | 3,098 | 0.0% | 0.0% | 257 | +5,683 | 24.27% | Q2 2026 | Aug 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 28,894 | 3,077 | 0.1% | 0.1% | 258 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Choate Investment Advisors | History | No change | 28,825 | 3,068 | 0.05% | 0.06% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 28,744 | 3,060 | 0.14% | 0.12% | 260 | +8,526 | 42.17% | Q2 2026 | Jul 28, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Reduced | 28,307 | 3,013 | 2.32% | 2.62% | 261 | -61 | -0.22% | Q2 2026 | Jul 21, 2026 |
| AlphaCore Capital LLC | History | Reduced | 28,047 | 2,986 | 0.05% | 0.07% | 262 | -1,490 | -5.04% | Q2 2026 | Aug 06, 2026 |
| Avail Investment Partners, LLC | History | Reduced | 27,927 | 2,973 | 2.29% | 5.12% | 264 | -17,078 | -37.95% | Q2 2026 | Jul 31, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 27,927 | 2,973 | 0.67% | 0.74% | 263 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 27,763 | 2,955 | 0.85% | 1.04% | 265 | +847 | 3.15% | Q2 2026 | Aug 11, 2026 |
| WLTH Capital Management, LLC | History | Added to | 26,295 | 2,799 | 1.79% | 1.5% | 266 | +8,352 | 46.55% | Q2 2026 | Jul 09, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 26,271 | 2,797 | 0.17% | 0.18% | 267 | +1,805 | 7.38% | Q2 2026 | Aug 13, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 26,209 | 2,790 | 0.62% | 0.97% | 268 | -5,403 | -17.09% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 25,743 | 2,740 | 0.01% | 0.02% | 269 | -1,833 | -6.65% | Q2 2026 | Aug 03, 2026 |
| Lido Advisors, LLC | History | Reduced | 25,633 | 2,729 | 0.01% | 0.01% | 270 | -2,406 | -8.58% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 25,496 | 2,714 | 0.04% | — | 271 | +25,496 | New | Q2 2026 | Aug 14, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | Added to | 25,411 | 2,705 | 0.5% | 0.48% | 273 | +4,400 | 20.94% | Q2 2026 | Aug 06, 2026 |
| Hirtle & Co., LLC | History | No change | 25,410 | 2,705 | 0.09% | 0.09% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 25,395 | 2,703 | 1.48% | 1.63% | 274 | +1,406 | 5.86% | Q2 2026 | Jul 20, 2026 |
| Carr Financial Group Corp | History | Added to | 24,948 | 2,656 | 0.61% | 0.56% | 275 | +5,140 | 25.95% | Q2 2026 | Aug 06, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 24,900 | 2,651 | 0.64% | 0.57% | 276 | +2,602 | 11.67% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 24,610 | 2,620 | 0.09% | 0.08% | 277 | +1,246 | 5.33% | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | Reduced | 24,510 | 2,609 | 0.01% | 0.02% | 278 | -1,500 | -5.77% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 24,440 | 2,602 | 0.12% | 0.13% | 279 | +105 | 0.43% | Q2 2026 | Aug 20, 2026 |
| United Advisor Group, LLC | History | Added to | 24,365 | 2,594 | 0.27% | 0.25% | 280 | +5,683 | 30.42% | Q2 2026 | Jul 29, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 24,267 | 2,583 | 0.07% | 0.1% | 281 | -558 | -2.25% | Q2 2026 | Jul 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 24,175 | 2,573 | 0.01% | 0.05% | 282 | -73,955 | -75.36% | Q2 2026 | Jul 27, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 24,019 | 2,557 | 0.6% | 0.77% | 283 | -3,389 | -12.37% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 24,012 | 2,556 | 0.0% | — | 284 | +24,012 | New | Q2 2026 | Aug 13, 2026 |
| Pines Wealth Management, LLC | History | Added to | 23,956 | 2,550 | 0.73% | 0.77% | 285 | +1,528 | 6.81% | Q2 2026 | Jul 22, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 23,905 | 2,545 | 0.65% | 0.77% | 286 | -1,960 | -7.58% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 23,888 | 2,543 | 0.01% | 0.01% | 287 | +629 | 2.7% | Q2 2026 | Aug 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 23,678 | 2,520 | 0.12% | 0.09% | 288 | +6,855 | 40.75% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 23,393 | 2,490 | 0.18% | 0.21% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avant Financial Advisors LLC | History | Added to | 23,378 | 2,489 | 1.55% | 1.61% | 290 | +1,816 | 8.42% | Q2 2026 | Jul 09, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 23,286 | 2,479 | 0.12% | 0.13% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 23,276 | 2,478 | 0.47% | 0.46% | 292 | +3,303 | 16.54% | Q2 2026 | Jul 14, 2026 |
| Unison Advisors LLC | History | Added to | 23,283 | 2,478 | 0.17% | 0.19% | 293 | +6 | 0.03% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 23,144 | 2,464 | 0.02% | 0.02% | 294 | -637 | -2.68% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 23,115 | 2,461 | 0.06% | 0.1% | 295 | -12,496 | -35.09% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 23,118 | 2,461 | 0.02% | 0.03% | 296 | -527 | -2.23% | Q2 2026 | Aug 10, 2026 |
| Safir Wealth Advisors, LLC | History | No change | 23,056 | 2,454 | 1.59% | 1.78% | 297 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 22,753 | 2,422 | 0.39% | 0.37% | 298 | +8,686 | 61.75% | Q2 2026 | Jul 27, 2026 |
| Destination Wealth Management | History | Reduced | 22,628 | 2,409 | 0.06% | 0.06% | 299 | -797 | -3.4% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 22,484 | 2,393 | 0.62% | 0.67% | 300 | +1,056 | 4.93% | Q2 2026 | Jul 28, 2026 |