iSHARES TRUST - SUSC
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 | 7,198,860 | 166,663 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealthfront Advisers LLC | History | No change | 4,479,955 | 103,717 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,370,382 | 101,698 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 3,268,082 | 75,659 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,725,729 | 63,104 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 1,701,109 | 39,381 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,625,101 | 37,604 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,555,509 | 36,012 | 0.17% | 0.17% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Creative Planning | History | No change | 1,365,749 | 31,619 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,106,589 | 25,619 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acorns Advisers, LLC | History | No change | 1,092,474 | 25,292 | 0.16% | 0.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 877,984 | 20,326 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 860,284 | 19,916 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 754,331 | 17,463 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMPACTfolio, LLC | History | No change | 617,579 | 14,297 | 5.38% | 5.38% | 15 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 571,391 | 13,228 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 536,959 | 12,431 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 515,182 | 11,927 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 404,070 | 9,354 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 396,953 | 9,190 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 377,815 | 8,746 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bank of New York Mellon Corp | History | No change | 366,146 | 8,476 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 314,795 | 7,287 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 296,316 | 6,861 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | No change | 294,788 | 6,824 | 0.75% | 0.75% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 283,494 | 6,563 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 268,637 | 6,219 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 257,659 | 5,965 | 3.2% | 3.2% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 238,683 | 5,525 | 3.92% | 3.92% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 237,395 | 5,496 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 236,290 | 5,470 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 235,522 | 5,452 | 0.5% | 0.5% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 214,518 | 4,966 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 212,037 | 4,919 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 207,251 | 4,798 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Colorado Capital Management, Inc. | History | No change | 203,978 | 4,722 | 1.61% | 1.61% | 36 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 197,981 | 4,583 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 192,466 | 4,455 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 191,247 | 4,427 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 184,489 | 4,291 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 176,209 | 4,079 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 168,242 | 3,848 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 163,562 | 3,766 | 0.5% | 0.5% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WESBANCO BANK INC | History | No change | 157,588 | 3,648 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GeoWealth Management, LLC | History | No change | 153,203 | 3,546 | 0.11% | 0.11% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 152,586 | 3,532 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 148,123 | 3,427 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharkey, Howes & Javer | History | No change | 141,884 | 3,284 | 0.4% | 0.4% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Facet Wealth, Inc. | History | No change | 133,593 | 3,092 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | No change | 124,501 | 2,882 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 122,399 | 2,833 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 114,811 | 2,658 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | No change | 108,907 | 2,521 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | No change | 100,273 | 2,321 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HSBC HOLDINGS PLC | History | No change | 98,495 | 2,280 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 98,288 | 2,275 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Wealth Group, LLC | History | No change | 97,913 | 2,266 | 0.46% | 0.46% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 97,349 | 2,253 | 1.09% | 1.09% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 86,847 | 2,010 | 1.55% | 1.55% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 84,767 | 1,962 | 0.36% | 0.36% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 83,239 | 1,927 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Management, LLC | History | No change | 79,609 | 1,843 | 0.63% | 0.63% | 62 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BIRCHBROOK, INC. | History | No change | 74,185 | 1,717 | 0.81% | 0.81% | 63 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 73,459 | 1,700 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 72,441 | 1,677 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SigFig Wealth Management, LLC | History | No change | 71,806 | 1,670 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 69,877 | 1,617 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 67,452 | 1,561 | 0.24% | 0.24% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 66,196 | 1,532 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Skyline Advisors, Inc. | History | No change | 62,842 | 1,454 | 0.46% | 0.46% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 62,220 | 1,440 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SOFI WEALTH, LLC | History | No change | 61,965 | 1,434 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 61,409 | 1,421 | 0.59% | 0.59% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 61,304 | 1,419 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vision Capital Management, Inc. | History | No change | 61,063 | 1,413 | 0.16% | 0.16% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 60,921 | 1,410 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 58,612 | 1,356 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 58,470 | 1,353 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RCS Financial Planning, LLC | History | No change | 58,299 | 1,349 | 0.64% | 0.64% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 57,658 | 1,334 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 56,259 | 1,302 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 55,901 | 1,294 | 0.3% | 0.3% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 54,704 | 1,266 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| One Capital Management, LLC | History | No change | 53,084 | 1,228 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 52,667 | 1,219 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 52,256 | 1,209 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Trilogy Capital Inc. | History | No change | 50,520 | 1,169 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 48,950 | 1,133 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 48,543 | 1,127 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 47,894 | 1,108 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 47,569 | 1,101 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | No change | 47,230 | 1,093 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 46,388 | 1,073 | 0.13% | 0.13% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 44,530 | 1,030 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MGO ONE SEVEN LLC | History | No change | 44,057 | 1,019 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 43,051 | 996 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 42,218 | 977 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kelsey Financial, LLC | History | No change | 41,767 | 966 | 0.73% | 0.73% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THEORY FINANCIAL LLC | History | No change | 41,371 | 957 | 0.3% | 0.3% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 40,806 | 944 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 40,473 | 919 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 40,473 | 919 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 39,492 | 914 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 38,910 | 900 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 37,533 | 865 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 36,128 | 836 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PAYDEN & RYGEL | History | No change | 35,557 | 823 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 35,106 | 812 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Navigation Group, LLC | History | No change | 35,097 | 812 | 0.16% | 0.16% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 34,914 | 808 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 34,308 | 794 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turner Financial Group, Inc. | History | No change | 34,293 | 793 | 0.79% | 0.79% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 34,187 | 791 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 33,848 | 783 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 33,753 | 781 | 0.27% | 0.27% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 33,548 | 776 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 33,214 | 768 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Venturi Wealth Management, LLC | History | No change | 32,145 | 744 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 31,692 | 733 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Continuum Advisory, LLC | History | No change | 31,208 | 722 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 30,515 | 706 | 0.18% | 0.18% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aprio Wealth Management, LLC | History | No change | 30,233 | 699 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MA Private Wealth | History | No change | 30,107 | 697 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 29,786 | 689 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 29,664 | 686 | 0.16% | 0.16% | 125 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Traveka Wealth, LLC | History | No change | 29,071 | 673 | 0.22% | 0.22% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 28,287 | 654 | 0.18% | 0.18% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Financial Network, Inc. | History | No change | 26,749 | 619 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gradient Investments LLC | History | No change | 26,515 | 613 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LexAurum Advisors, LLC | History | No change | 26,098 | 604 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UMB Bank, n.a. | History | No change | 25,729 | 595 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 25,528 | 591 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Evergreen Private Wealth LLC | History | No change | 25,095 | 580 | 0.21% | 0.21% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 24,695 | 571 | 0.11% | 0.11% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keystone Financial Services | History | No change | 23,977 | 555 | 0.14% | 0.14% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 23,943 | 554 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 23,471 | 543 | 0.25% | 0.25% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wells Financial Advisors INC | History | No change | 23,045 | 533 | 4.95% | 4.95% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 22,867 | 529 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Peak Financial Management, Inc. | History | No change | 22,145 | 512 | 0.12% | 0.12% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 21,811 | 504 | 0.12% | 0.12% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keener Financial Planning LLC | History | No change | 21,246 | 491 | 0.18% | 0.18% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Level Financial Advisors | History | No change | 20,448 | 473 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | No change | 20,388 | 472 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 20,209 | 467 | 0.44% | 0.44% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PROFFITT & GOODSON INC | History | No change | 19,840 | 459 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Napier Financial, LLC | History | No change | 19,338 | 447 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHOREO, LLC | History | No change | 19,301 | 446 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 19,229 | 445 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBE Wealth Management, LLC | History | No change | 19,209 | 444 | 0.16% | 0.16% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Money Management, LLC | History | No change | 19,132 | 442 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | New | 19,940 | 438 | 0.01% | — | 152 | +19,940 | New | Q3 2026 | Oct 02, 2026 |
| Cornerstone Planning Group LLC | History | No change | 19,053 | 433 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 18,272 | 423 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ascent Group, LLC | History | No change | 17,897 | 414 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| True Link Financial Advisors, LLC | History | No change | 17,667 | 409 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JB Capital LLC | History | No change | 17,643 | 408 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 17,635 | 408 | 0.17% | 0.17% | 158 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 17,517 | 405 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Financial Management LLC | History | No change | 17,344 | 401 | 0.32% | 0.32% | 160 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 17,255 | 399 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 17,243 | 399 | 0.1% | 0.1% | 162 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 16,799 | 388 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 16,663 | 385 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 16,537 | 382 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 16,478 | 381 | 0.28% | 0.28% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carr Financial Group Corp | History | No change | 16,321 | 377 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 16,275 | 376 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Williams Financial, LLC | History | No change | 16,173 | 374 | 0.19% | 0.19% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | No change | 15,939 | 369 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Occidental Asset Management, LLC | History | No change | 15,634 | 361 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XY Planning Network, Inc. | History | No change | 15,596 | 361 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 15,565 | 360 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | No change | 15,317 | 354 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 15,130 | 350 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 15,119 | 350 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 14,890 | 344 | 0.19% | 0.19% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 14,807 | 342 | 0.15% | 0.15% | 178 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | No change | 14,389 | 333 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 14,301 | 331 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Five Pine Wealth Management | History | No change | 14,207 | 328 | 0.19% | 0.19% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RED REEF ADVISORS LLC | History | No change | 14,159 | 327 | 0.3% | 0.3% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EQ LLC | History | No change | 14,111 | 326 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 14,019 | 324 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tribridge Partners Financial LLC | History | No change | 13,355 | 303 | 0.12% | 0.12% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 12,964 | 300 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 12,515 | 289 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Asempa Wealth Advisors | History | No change | 12,354 | 286 | 0.21% | 0.21% | 188 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 12,175 | 281 | 0.16% | 0.16% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 12,102 | 280 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 12,108 | 280 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 12,091 | 279 | 0.24% | 0.24% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 12,135 | 277 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 11,940 | 276 | 0.25% | 0.25% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 11,915 | 275 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 11,848 | 274 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 11,848 | 274 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 11,800 | 273 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11,681 | 270 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 11,511 | 266 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 11,108 | 257 | 0.15% | 0.15% | 201 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 11,022 | 255 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 10,943 | 253 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Centurion Wealth Management LLC | History | No change | 10,873 | 251 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Finley Financial, LLC | History | No change | 10,850 | 251 | 0.1% | 0.1% | 205 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 10,842 | 250 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,728 | 248 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 10,708 | 247 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 10,680 | 247 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10,643 | 246 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fairlight Advisors | History | No change | 10,650 | 246 | 0.2% | 0.2% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 10,544 | 244 | 0.1% | 0.1% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 10,581 | 244 | 0.21% | 0.21% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockport Wealth LLC | History | No change | 10,331 | 239 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 10,190 | 235 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 10,090 | 233 | 0.18% | 0.18% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 10,036 | 232 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 10,040 | 232 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 10,046 | 231 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 9,976 | 230 | 0.13% | 0.13% | 220 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Two West Capital Advisors LLC | History | No change | 10,086 | 230 | 0.11% | 0.11% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Csenge Advisory Group | History | No change | 9,855 | 228 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Financial Group LLC | History | No change | 9,808 | 227 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WARNER FINANCIAL, INC | History | No change | 9,827 | 227 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Veridan Wealth LLC | History | No change | 9,824 | 227 | 0.08% | 0.08% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 9,788 | 226 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 9,737 | 225 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,761 | 225 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advyzon Investment Management, LLC | History | No change | 9,693 | 224 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstein Advisors, LLC | History | No change | 9,594 | 222 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hilltop Partners LLC | History | No change | 9,580 | 221 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GTS FINANCIAL, LLC | History | No change | 9,538 | 221 | 0.16% | 0.16% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 9,417 | 218 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capasso Planning Partners LLC | History | No change | 9,342 | 216 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TME FINANCIAL, INC. | History | No change | 9,081 | 210 | 0.13% | 0.13% | 235 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GreatBanc Trust CO | History | No change | 9,000 | 208 | 0.13% | 0.13% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 8,921 | 206 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 8,880 | 205 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wharton Business Group, LLC | History | No change | 8,760 | 202 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WBH ADVISORY INC | History | No change | 8,652 | 200 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 8,666 | 200 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 8,551 | 198 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 8,560 | 198 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7,755 | 179 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 7,275 | 168 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | No change | 6,620 | 153 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Founders Financial Alliance, LLC | History | No change | 6,586 | 152 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Acropolis Investment Management, LLC | History | No change | 6,495 | 150 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fairway Wealth LLC | History | No change | 6,369 | 147 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EASTERN BANK | History | No change | 5,777 | 133 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 5,228 | 121 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brooklyn FI, LLC | History | No change | 5,007 | 113 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 4,796 | 111 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BlackRock, Inc. | History | No change | 4,555 | 105 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GGM Financial LLC | History | No change | 4,060 | 93 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gen-Wealth Partners Inc | History | No change | 4,040 | 93 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,839 | 88 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investors Portfolio Services LLC | History | No change | 3,793 | 87 | 0.07% | 0.07% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 3,558 | 82 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,335 | 77 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,209 | 74 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Milestone Investment Advisors LLC | History | No change | 3,000 | 69 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | No change | 3,013 | 69 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,569 | 59 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 2,522 | 58 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | No change | 2,486 | 57 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 2,374 | 54 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,287 | 52 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 2,011 | 46 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,982 | 45 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,868 | 43 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Centennial Bank/AR/ | History | No change | 1,800 | 41 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 1,748 | 40 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,698 | 39 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 1,426 | 33 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,331 | 30 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kroeger Financial Partners | History | No change | 1,317 | 30 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBT BANK, N.A. | History | No change | 1,142 | 26 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,069 | 24 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,065 | 24 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| North Star Investment Management Corp. | History | No change | 1,024 | 23 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,027 | 23 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crewe Advisors LLC | History | No change | 880 | 20 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 854 | 19 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 824 | 19 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 797 | 18 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 705 | 16 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DT Investment Partners, LLC | History | No change | 646 | 14 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 585 | 13 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 545 | 12 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 433 | 10 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bangor Savings Bank | History | No change | 370 | 8 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 271 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 213 | 4 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Bank, N.A. | History | No change | 146 | 3 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 155 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 138 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GW&K Investment Management, LLC | History | No change | 93 | 2 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 87 | 2 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MASECO LLP | History | No change | 105 | 2 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 58 | 1 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triumph Capital Management | History | No change | 56 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gleason Group, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |