iSHARES TRUST - SUSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,761,155 | 93,991 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,435,889 | 85,862 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,799,686 | 69,964 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,034,602 | 25,854 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 952,054 | 23,792 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 884,932 | 22,136 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 768,281 | 19,199 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 768,196 | 19,197 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 733,815 | 18,338 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 726,058 | 18,092 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acorns Advisers, LLC | History | No change | 698,679 | 17,460 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 679,448 | 16,979 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 662,852 | 16,564 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 597,293 | 14,926 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 580,169 | 14,498 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 511,273 | 12,776 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 504,559 | 12,608 | 0.2% | 0.2% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 497,659 | 12,436 | 0.13% | 0.13% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 488,152 | 12,198 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 487,159 | 12,174 | 0.44% | 0.44% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 486,779 | 12,164 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 484,395 | 12,105 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Milestone Investment Advisors LLC | History | No change | 414,403 | 10,355 | 2.24% | 2.24% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 412,165 | 10,300 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Francis Financial, Inc. | History | No change | 410,670 | 10,262 | 1.68% | 1.68% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 401,079 | 10,022 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 382,223 | 9,571 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Destination Wealth Management | History | No change | 373,623 | 9,336 | 0.22% | 0.22% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 340,383 | 8,506 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssey Group, LLC | History | No change | 309,835 | 7,742 | 2.1% | 2.1% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integris Wealth Management, LLC | History | No change | 303,735 | 7,590 | 1.53% | 1.53% | 31 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fisher Asset Management, LLC | History | No change | 296,743 | 7,415 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | Added to | 300,372 | 7,338 | 0.09% | 0.1% | 33 | +13,335 | 4.65% | Q3 2026 | Oct 08, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 293,026 | 7,322 | 0.92% | 0.92% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Colorado Capital Management, Inc. | History | No change | 267,908 | 6,695 | 2.28% | 2.28% | 35 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 266,039 | 6,648 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elser Financial Planning, Inc | History | No change | 258,666 | 6,464 | 0.28% | 0.28% | 37 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 255,365 | 6,381 | 0.49% | 0.49% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 239,112 | 5,975 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 211,768 | 5,292 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Impact Investors, Inc | History | No change | 209,479 | 5,234 | 3.83% | 3.83% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MATHER GROUP, LLC. | History | No change | 208,674 | 5,214 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IMPACTfolio, LLC | History | No change | 181,238 | 4,529 | 1.71% | 1.71% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 179,508 | 4,485 | 0.57% | 0.57% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SEEDS INVESTOR LLC | History | No change | 176,522 | 4,411 | 0.45% | 0.45% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 171,428 | 4,283 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atomic Invest LLC | History | No change | 167,385 | 4,187 | 0.37% | 0.37% | 47 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Accredited Investors Inc. | History | No change | 163,289 | 4,080 | 0.18% | 0.18% | 48 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 159,740 | 3,991 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY TRUST CO | History | No change | 157,722 | 3,941 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 157,156 | 3,927 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 157,921 | 3,925 | 1.14% | 1.14% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brio Consultants, LLC | History | No change | 152,702 | 3,816 | 0.45% | 0.45% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 151,023 | 3,774 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 147,386 | 3,683 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Plancorp, LLC | History | No change | 147,281 | 3,654 | 0.09% | 0.09% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 146,040 | 3,629 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 137,438 | 3,434 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 135,339 | 3,382 | 2.4% | 2.4% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CGN Advisors LLC | History | No change | 134,323 | 3,356 | 0.25% | 0.25% | 60 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Clarity Wealth Development LLC | History | No change | 132,392 | 3,308 | 1.84% | 1.84% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 123,228 | 3,079 | 0.41% | 0.41% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 121,919 | 3,055 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 122,101 | 3,051 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 120,535 | 3,012 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Northland Capital Management LLC | History | No change | 120,212 | 3,004 | 1.62% | 1.62% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 111,833 | 2,794 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthRock Partners, LLC | History | No change | 105,939 | 2,647 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 104,943 | 2,622 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Wealth Advisors, LLC | History | No change | 103,213 | 2,579 | 0.28% | 0.28% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 101,925 | 2,547 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 101,024 | 2,524 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 95,058 | 2,375 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 93,273 | 2,331 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 91,508 | 2,286 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 91,160 | 2,278 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 91,001 | 2,274 | 0.13% | 0.13% | 77 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 90,873 | 2,270 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Flagstone Financial Management | History | No change | 89,945 | 2,247 | 0.5% | 0.5% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 88,914 | 2,221 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PAYDEN & RYGEL | History | No change | 88,579 | 2,214 | 0.17% | 0.17% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 83,859 | 2,048 | 0.18% | 0.17% | 82 | +3,468 | 4.31% | Q3 2026 | Oct 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 81,923 | 2,047 | 0.21% | 0.21% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 80,367 | 2,006 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 77,925 | 1,947 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 5,553 | 1,903 | 1.42% | 1.42% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 75,900 | 1,896 | 0.25% | 0.25% | 87 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Archer Investment Management, LLC | History | No change | 74,788 | 1,868 | 0.64% | 0.64% | 88 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Plum Street Advisors, LLC | History | No change | 73,885 | 1,846 | 0.59% | 0.59% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 73,827 | 1,839 | 0.24% | 0.24% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Omega Financial Group, LLC | History | No change | 73,533 | 1,837 | 0.56% | 0.56% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| eCIO, Inc. | History | No change | 72,604 | 1,814 | 0.51% | 0.51% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 71,253 | 1,780 | 0.59% | 0.59% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 70,063 | 1,750 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 70,000 | 1,749 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sharkey, Howes & Javer | History | No change | 68,172 | 1,703 | 0.21% | 0.21% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Wealth | History | No change | 67,715 | 1,692 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 66,516 | 1,662 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 64,474 | 1,611 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| XY Planning Network, Inc. | History | No change | 62,437 | 1,560 | 0.2% | 0.2% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 61,080 | 1,526 | 0.24% | 0.24% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 59,620 | 1,489 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.Safra Asset Management Corp | History | No change | 58,133 | 1,452 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Decker Retirement Planning Inc. | History | No change | 55,774 | 1,393 | 0.47% | 0.47% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 53,355 | 1,333 | 0.12% | 0.12% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 53,008 | 1,324 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 50,331 | 1,257 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Scott Capital Advisors, LLC | History | No change | 46,883 | 1,171 | 0.18% | 0.18% | 108 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 46,827 | 1,170 | 0.25% | 0.25% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fort Point Capital Partners LLC | History | No change | 45,519 | 1,137 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 45,441 | 1,135 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 45,067 | 1,126 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 45,001 | 1,124 | 0.87% | 0.87% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 44,278 | 1,106 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 43,642 | 1,090 | 0.51% | 0.51% | 115 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JNBA Financial Advisors | History | No change | 42,716 | 1,067 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealth Advisory Team LLC | History | No change | 42,713 | 1,067 | 0.87% | 0.87% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 42,352 | 1,058 | 0.71% | 0.71% | 118 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 41,640 | 1,040 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 40,041 | 1,000 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 39,778 | 994 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 39,706 | 992 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 39,015 | 974 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 37,449 | 935 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 38,112 | 931 | 0.1% | 0.09% | 125 | +1,870 | 5.16% | Q3 2026 | Oct 05, 2026 |
| Summit Wealth Group, LLC | History | No change | 37,195 | 929 | 0.19% | 0.19% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 37,454 | 915 | 0.35% | 0.27% | 127 | +11,370 | 43.59% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,355 | 912 | 0.01% | 0.01% | 128 | +2,132 | 6.05% | Q3 2026 | Oct 08, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 36,343 | 908 | 0.14% | 0.14% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Level Financial Advisors | History | No change | 35,262 | 881 | 0.2% | 0.2% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 35,836 | 875 | 0.02% | 0.02% | 131 | +983 | 2.82% | Q3 2026 | Oct 07, 2026 |
| ARROW FINANCIAL CORP | History | No change | 34,545 | 863 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 34,445 | 860 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 34,357 | 858 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 33,818 | 845 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 33,200 | 829 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 32,211 | 804 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardy Reed LLC | History | No change | 31,897 | 797 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | No change | 31,888 | 796 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 30,729 | 767 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LexAurum Advisors, LLC | History | No change | 30,674 | 766 | 0.09% | 0.09% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mason & Associates Inc | History | No change | 30,535 | 763 | 0.12% | 0.12% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Westfuller Advisors, LLC | History | No change | 29,839 | 745 | 0.27% | 0.27% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Eley Financial Management, Inc | History | No change | 29,794 | 744 | 0.24% | 0.24% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 29,500 | 737 | 0.11% | 0.11% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 29,233 | 730 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Skyline Advisors, Inc. | History | No change | 28,744 | 718 | 0.23% | 0.23% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 27,713 | 692 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 28,203 | 689 | 0.02% | 0.02% | 149 | +319 | 1.14% | Q3 2026 | Oct 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 27,130 | 677 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VERITY Wealth Advisors | History | No change | 26,322 | 657 | 0.4% | 0.4% | 151 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 25,959 | 648 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Diversified Enterprises, LLC | History | No change | 25,334 | 633 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| J. Mark Nickell & Co. | History | No change | 24,790 | 619 | 0.49% | 0.49% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 24,715 | 617 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 24,088 | 601 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M Holdings Securities, Inc. | History | No change | 24,009 | 600 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ally Invest Advisors Inc. | History | No change | 23,975 | 599 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,955 | 598 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 23,895 | 597 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tempo Wealth, LLC | History | No change | 23,818 | 595 | 0.09% | 0.09% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Townsend Financial Planning, LLC | History | No change | 23,755 | 593 | 0.52% | 0.52% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Reduced | 24,195 | 591 | 0.02% | 0.03% | 163 | -17,211 | -41.57% | Q3 2026 | Oct 02, 2026 |
| Exchange Bank | History | Added to | 24,232 | 591 | 0.37% | 0.35% | 164 | +1,406 | 6.16% | Q3 2026 | Oct 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 23,524 | 587 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Parallel Advisors, LLC | History | No change | 23,305 | 582 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kelsey Financial, LLC | History | No change | 23,002 | 574 | 0.44% | 0.44% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 22,542 | 563 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 22,320 | 558 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 22,324 | 557 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL TRUST Co | History | No change | 22,279 | 556 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keener Financial Planning LLC | History | No change | 22,259 | 556 | 0.2% | 0.2% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | No change | 22,152 | 553 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 21,778 | 545 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 21,633 | 540 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ANB BANK | History | No change | 21,645 | 540 | 0.2% | 0.2% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 21,579 | 539 | 0.3% | 0.3% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 21,570 | 539 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HEADINVEST, LLC | History | No change | 21,566 | 538 | 0.1% | 0.1% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THEORY FINANCIAL LLC | History | No change | 21,495 | 537 | 0.17% | 0.17% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 21,482 | 536 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 20,446 | 510 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evergreen Private Wealth LLC | History | No change | 20,176 | 504 | 0.19% | 0.19% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 19,941 | 498 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 19,579 | 489 | 0.2% | 0.2% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 19,553 | 488 | 0.31% | 0.31% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 19,370 | 484 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Traveka Wealth, LLC | History | No change | 18,559 | 463 | 0.15% | 0.15% | 188 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUEFG, LLC | History | No change | 18,398 | 459 | 0.11% | 0.11% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RFG Advisory, LLC | History | No change | 18,009 | 450 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Marshall Financial Group, LLC | History | No change | 17,648 | 441 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 17,591 | 439 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 17,684 | 438 | 0.15% | 0.15% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | No change | 17,344 | 433 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | No change | 17,001 | 424 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Indivisible Partners | History | No change | 16,915 | 422 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aprio Wealth Management, LLC | History | No change | 16,623 | 415 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| One Day In July LLC | History | No change | 16,579 | 414 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tradition Wealth Management, LLC | History | No change | 16,367 | 409 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 16,190 | 404 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equita Financial Network, Inc. | History | No change | 16,203 | 404 | 0.11% | 0.11% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 16,176 | 404 | 0.14% | 0.14% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 16,154 | 403 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 16,162 | 403 | 0.09% | 0.09% | 204 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 15,687 | 392 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management LLC | History | No change | 15,502 | 387 | 0.31% | 0.31% | 206 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Goepper Burkhardt LLC | History | No change | 15,294 | 382 | 0.11% | 0.11% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 15,276 | 381 | 0.23% | 0.23% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Symmetry Partners, LLC | History | No change | 15,211 | 380 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversify Advisory Services, LLC | History | No change | 14,930 | 370 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 14,930 | 370 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 14,740 | 368 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 14,651 | 366 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,592 | 364 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RED REEF ADVISORS LLC | History | No change | 14,370 | 359 | 0.33% | 0.33% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 14,231 | 355 | 0.25% | 0.25% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 14,058 | 351 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Carr Financial Group Corp | History | No change | 13,942 | 348 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | No change | 13,751 | 343 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 13,725 | 343 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Veridan Wealth LLC | History | No change | 13,627 | 340 | 0.12% | 0.12% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 13,597 | 339 | 0.09% | 0.09% | 222 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rehmann Capital Advisory Group | History | No change | 13,128 | 328 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 13,104 | 325 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 12,958 | 323 | 0.13% | 0.13% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 12,962 | 323 | 0.13% | 0.13% | 226 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| American Money Management, LLC | History | No change | 12,734 | 318 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 12,493 | 312 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 12,478 | 311 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 12,443 | 310 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Plan, Inc. | History | No change | 12,305 | 307 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Link Financial Advisors, LLC | History | No change | 12,211 | 305 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 11,954 | 298 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 11,799 | 294 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 11,400 | 284 | 0.27% | 0.27% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LRI Investments, LLC | History | No change | 11,268 | 281 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Berger Financial Group, Inc | History | No change | 11,155 | 278 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | No change | 11,141 | 278 | 0.2% | 0.2% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthfront Advisers LLC | History | No change | 11,073 | 276 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 11,079 | 276 | 0.21% | 0.21% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tribridge Partners Financial LLC | History | No change | 11,021 | 273 | 0.11% | 0.11% | 241 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,891 | 272 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 10,913 | 272 | 0.11% | 0.11% | 243 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Waverly Advisors, LLC | History | No change | 10,761 | 268 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 10,737 | 268 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,661 | 266 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wells Financial Advisors INC | History | No change | 10,660 | 266 | 2.47% | 2.47% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 10,647 | 266 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 10,438 | 260 | 0.11% | 0.11% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Napier Financial, LLC | History | No change | 10,424 | 260 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JB Capital LLC | History | No change | 10,392 | 259 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 10,168 | 254 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 10,050 | 251 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DORVAL Corp | History | No change | 9,982 | 249 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WESBANCO BANK INC | History | No change | 9,920 | 247 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 10,074 | 246 | 0.01% | — | 257 | +10,074 | New | Q3 2026 | Oct 05, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 9,861 | 246 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 9,787 | 245 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PDS Planning, Inc | History | No change | 9,800 | 244 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 4Thought Financial Group Inc. | History | No change | 9,756 | 243 | 0.11% | 0.11% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 9,808 | 243 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cadia Private Client LLC | History | No change | 9,693 | 242 | 0.17% | 0.17% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Capital Management LLC | History | No change | 9,573 | 239 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BayBridge Capital Group, LLC | History | No change | 9,380 | 234 | 0.12% | 0.12% | 264 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AE Wealth Management LLC | History | No change | 9,308 | 232 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 9,247 | 231 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | No change | 9,054 | 226 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 9,040 | 225 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | No change | 8,928 | 223 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 8,904 | 222 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 8,829 | 220 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 8,858 | 220 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PFG Investments, LLC | History | No change | 8,568 | 214 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 8,559 | 213 | 0.08% | 0.08% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CreativeOne Wealth, LLC | History | No change | 8,517 | 212 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Pacific Financial | History | No change | 8,409 | 210 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 8,420 | 210 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 8,433 | 210 | 0.19% | 0.19% | 278 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 8,293 | 207 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CWC Advisors, LLC. | History | No change | 8,251 | 206 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | No change | 8,235 | 205 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 8,208 | 205 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,199 | 204 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 8,145 | 203 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hills Bank & Trust Co | History | No change | 7,520 | 187 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | No change | 7,482 | 186 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 7,298 | 182 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,260 | 181 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 6,979 | 174 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Front Row Advisors LLC | History | No change | 6,840 | 169 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 6,551 | 163 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Finley Financial, LLC | History | No change | 6,150 | 153 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| American Capital Advisory, LLC | History | No change | 5,890 | 147 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MOTCO | History | No change | 5,319 | 132 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 4,885 | 122 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Planning Group LLC | History | No change | 4,755 | 118 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gould Capital, LLC | History | No change | 4,666 | 116 | 0.06% | 0.06% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 4,589 | 114 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,565 | 114 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 4,418 | 110 | 0.08% | 0.08% | 300 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |