iSHARES TRUST - TFLO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 6,421,895 | 325,140 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,611,310 | 284,100 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,160,243 | 160,003 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 2,083,520 | 105,488 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,599,878 | 81,001 | 0.45% | 0.45% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Advisory Corp | History | No change | 1,590,060 | 80,504 | 10.67% | 10.67% | 6 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 1,585,917 | 80,295 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | No change | 1,521,470 | 77,032 | 2.19% | 2.19% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,359,807 | 68,847 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 1,326,255 | 67,148 | 7.6% | 7.6% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,289,440 | 65,284 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 1,216,166 | 61,574 | 2.23% | 2.23% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,177,131 | 59,599 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 1,171,791 | 59,327 | 0.94% | 0.94% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,100,724 | 55,733 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 1,096,345 | 55,507 | 0.56% | 0.56% | 16 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,037,507 | 52,528 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Stash Investments, LLC | History | No change | 1,011,545 | 51,214 | 16.51% | 16.51% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 994,734 | 50,363 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rinkey Investments | History | No change | 961,211 | 48,666 | 11.46% | 11.46% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 890,317 | 45,076 | 1.29% | 1.29% | 21 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | No change | 863,892 | 43,738 | 8.1% | 8.1% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walker Financial Services, Inc. | History | No change | 851,969 | 43,135 | 13.34% | 13.34% | 23 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AlphaCore Capital LLC | History | No change | 816,775 | 41,353 | 0.76% | 0.76% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 815,301 | 41,279 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vertex Planning Partners, LLC | History | No change | 763,672 | 38,664 | 5.74% | 5.74% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 686,514 | 34,758 | 0.5% | 0.5% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 659,801 | 33,405 | 3.23% | 3.23% | 28 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 647,251 | 32,770 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARTLINE INVESTMENT CORP/ | History | No change | 530,820 | 26,875 | 2.34% | 2.34% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 478,794 | 24,241 | 5.92% | 5.92% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 466,404 | 23,614 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MKT Advisors LLC | History | No change | 451,670 | 22,822 | 7.09% | 7.09% | 33 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Portfolio Design Labs, LLC | History | No change | 438,029 | 22,177 | 3.64% | 3.64% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J2 Capital Management Inc | History | No change | 434,161 | 21,981 | 14.78% | 14.78% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUMMITRY LLC | History | No change | 413,352 | 20,928 | 0.69% | 0.69% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 395,727 | 20,035 | 0.16% | 0.16% | 37 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 380,865 | 19,283 | 1.75% | 1.75% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GeoWealth Management, LLC | History | No change | 373,979 | 18,934 | 0.6% | 0.6% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 373,096 | 18,889 | 1.07% | 1.07% | 40 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 370,480 | 18,757 | 7.79% | 7.79% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 363,276 | 18,392 | 0.33% | 0.33% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ascent Group, LLC | History | No change | 359,827 | 18,218 | 0.54% | 0.54% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Luminist Capital LLC | History | No change | 283,555 | 18,043 | 20.28% | 20.28% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 354,341 | 17,940 | 0.27% | 0.27% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Weaver Consulting Group | History | No change | 340,292 | 17,228 | 3.53% | 3.53% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 334,914 | 16,956 | 3.7% | 3.7% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 310,150 | 15,702 | 3.87% | 3.87% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 304,025 | 15,353 | 3.01% | 3.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 298,546 | 15,115 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 286,230 | 14,491 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 285,566 | 14,469 | 1.07% | 0.56% | 52 | +140,655 | 97.06% | Q3 2026 | Oct 01, 2026 |
| Wellington Grp LLC | History | No change | 278,621 | 14,106 | 3.73% | 3.73% | 53 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 277,698 | 14,059 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 271,100 | 13,725 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 271,371 | 13,704 | 9.01% | 9.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Capital Advantage, Inc. | History | No change | 270,246 | 13,682 | 1.67% | 1.67% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mutual Advisors, LLC | History | No change | 266,461 | 13,490 | 0.25% | 0.25% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 262,299 | 13,280 | 0.23% | 0.23% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 260,362 | 13,182 | 8.5% | 8.5% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 257,186 | 13,021 | 0.67% | 0.67% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | No change | 251,628 | 12,742 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESCAP Management Group, Inc. | History | No change | 238,994 | 12,100 | 2.26% | 2.26% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 225,528 | 11,418 | 1.96% | 1.96% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 223,131 | 11,297 | 3.03% | 3.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 221,166 | 11,197 | 2.8% | 2.8% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 220,857 | 11,181 | 2.03% | 2.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 215,534 | 10,912 | 2.39% | 2.39% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 216,130 | 10,909 | 4.67% | 4.67% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glenview Trust Co | History | No change | 212,666 | 10,767 | 0.15% | 0.15% | 70 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 209,744 | 10,619 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 202,063 | 10,230 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 198,773 | 10,063 | 1.03% | 1.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 194,928 | 9,869 | 0.6% | 0.6% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 188,384 | 9,537 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Private Advisor Group, LLC | History | No change | 185,588 | 9,396 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 185,230 | 9,378 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 182,129 | 9,221 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | No change | 179,613 | 9,095 | 0.68% | 0.68% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Generation Capital Management LLC | History | No change | 178,490 | 9,036 | 5.54% | 5.54% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 177,566 | 8,990 | 2.06% | 2.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NorthCoast Asset Management LLC | History | No change | 167,898 | 8,500 | 0.19% | 0.19% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 146,718 | 7,428 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Element Wealth, LLC | History | No change | 145,806 | 7,382 | 2.76% | 2.76% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 145,572 | 7,370 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | No change | 143,396 | 7,260 | 4.98% | 4.98% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 141,195 | 7,148 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 140,840 | 7,130 | 1.97% | 1.97% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sankala Group LLC | History | No change | 138,507 | 7,008 | 4.68% | 4.68% | 89 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Markin Asset Management, LP | History | No change | 138,285 | 7,001 | 5.99% | 5.99% | 90 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Montecito Bank & Trust | History | Added to | 135,668 | 6,874 | 1.04% | 1.01% | 91 | +2,805 | 2.11% | Q3 2026 | Oct 01, 2026 |
| Perigon Wealth Management, LLC | History | No change | 132,442 | 6,705 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Optivise Advisory Services LLC | History | No change | 131,894 | 6,677 | 3.39% | 3.39% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 126,484 | 6,403 | 2.97% | 2.97% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 125,782 | 6,368 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lunt Capital Management, Inc. | History | No change | 125,678 | 6,363 | 2.33% | 2.33% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 124,817 | 6,319 | 0.5% | 0.5% | 97 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 115,846 | 5,865 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SteelPeak Wealth, LLC | History | No change | 112,820 | 5,712 | 0.15% | 0.15% | 99 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 105,496 | 5,341 | 0.35% | 0.35% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 104,797 | 5,305 | 0.86% | 0.86% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BAILARD, INC. | History | No change | 104,315 | 5,281 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthspire Retirement, LLC | History | No change | 104,239 | 5,274 | 0.29% | 0.29% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | No change | 102,226 | 5,175 | 0.58% | 0.58% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 100,634 | 5,095 | 0.36% | 0.36% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pioneer Wealth Management Group | History | No change | 100,203 | 5,073 | 1.23% | 1.23% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cadia Private Client LLC | History | No change | 100,208 | 5,073 | 3.64% | 3.64% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New Capital Management LP | History | No change | 98,704 | 4,997 | 1.14% | 1.14% | 108 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 98,641 | 4,994 | 0.21% | 0.21% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | No change | 98,356 | 4,979 | 1.59% | 1.59% | 110 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Baring Financial LLC | History | No change | 98,134 | 4,968 | 2.73% | 2.73% | 111 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 95,332 | 4,826 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 95,276 | 4,823 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 93,586 | 4,738 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFS Partners, LLC | History | No change | 91,750 | 4,645 | 1.88% | 1.88% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Indivisible Partners | History | No change | 91,538 | 4,634 | 0.26% | 0.26% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 90,428 | 4,578 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vantage Point Financial LLC | History | No change | 89,529 | 4,532 | 1.38% | 1.38% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 87,508 | 4,430 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MGO ONE SEVEN LLC | History | No change | 86,737 | 4,391 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | No change | 86,399 | 4,374 | 0.71% | 0.71% | 121 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 86,268 | 4,367 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oxbow Advisors, LLC | History | No change | 85,832 | 4,345 | 0.35% | 0.35% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 85,704 | 4,339 | 1.7% | 1.7% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 84,218 | 4,263 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 83,278 | 4,216 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Disciplined Investments, LLC | History | No change | 80,405 | 4,070 | 1.31% | 1.31% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 78,911 | 3,995 | 0.71% | 0.71% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 75,792 | 3,837 | 0.16% | 0.16% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 72,419 | 3,666 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 72,392 | 3,660 | 0.78% | 0.78% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Assets Advisory, LLC | History | No change | 67,980 | 3,432 | 0.75% | 0.75% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Range Advisory, LLC | History | No change | 66,026 | 3,342 | 0.4% | 0.4% | 133 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Allworth Financial LP | History | No change | 64,402 | 3,260 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | No change | 63,936 | 3,237 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 62,659 | 3,172 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 62,535 | 3,161 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strategic Blueprint, LLC | History | No change | 62,440 | 3,161 | 0.16% | 0.16% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Warner Group LLC | History | No change | 62,004 | 3,139 | 0.77% | 0.77% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | No change | 61,513 | 3,107 | 1.66% | 1.66% | 140 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 60,645 | 3,070 | 0.34% | 0.34% | 141 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 58,625 | 2,968 | 0.43% | 0.43% | 142 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | No change | 58,058 | 2,939 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 57,558 | 2,914 | 0.14% | 0.14% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | No change | 56,566 | 2,863 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 55,665 | 2,818 | 0.31% | 0.31% | 146 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 55,463 | 2,808 | 0.33% | 0.33% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FWG Holdings, LLC | History | No change | 54,314 | 2,749 | 0.95% | 0.95% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Risk Portfolios, Inc. | History | No change | 53,323 | 2,699 | 2.4% | 2.4% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heck Capital Advisors, LLC | History | No change | 52,993 | 2,683 | 0.16% | 0.16% | 150 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IFS Advisors, LLC | History | No change | 51,368 | 2,600 | 1.25% | 1.25% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nilsine Partners, LLC | History | No change | 50,286 | 2,545 | 0.18% | 0.18% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 49,266 | 2,494 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 49,164 | 2,489 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CENTRAL TRUST Co | History | No change | 49,085 | 2,485 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Professional Financial Advisors, LLC | History | No change | 47,187 | 2,389 | 0.41% | 0.41% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ignite Planners, LLC | History | No change | 45,734 | 2,295 | 0.31% | 0.31% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 45,207 | 2,288 | 1.07% | 1.07% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | No change | 44,371 | 2,246 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 44,189 | 2,237 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 43,251 | 2,189 | 1.0% | 1.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smart Money Group LLC | History | No change | 42,548 | 2,154 | 0.55% | 0.55% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 42,376 | 2,145 | 0.22% | 0.22% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 42,137 | 2,133 | 1.55% | 1.55% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspect Partners, LLC | History | No change | 41,898 | 2,121 | 0.79% | 0.79% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capital Advisor Network LLC | History | No change | 41,593 | 2,105 | 2.63% | 2.63% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 41,258 | 2,089 | 0.13% | 0.13% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 40,795 | 2,065 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 40,180 | 2,034 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 38,526 | 1,950 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 38,489 | 1,948 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 38,262 | 1,937 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 37,614 | 1,904 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steele Capital Management, Inc. | History | No change | 36,684 | 1,857 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 36,544 | 1,850 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Broussard Financial Group LLC | History | No change | 36,517 | 1,848 | 1.48% | 1.48% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Destination Wealth Management | History | No change | 36,401 | 1,842 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 34,932 | 1,768 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AA Financial Advisors, LLC | History | No change | 34,648 | 1,754 | 0.21% | 0.21% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STEPHENS INC /AR/ | History | No change | 34,045 | 1,723 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 33,817 | 1,712 | 1.11% | 1.11% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Main Management LLC | History | No change | 33,720 | 1,707 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Malaga Cove Capital, LLC | History | No change | 33,654 | 1,703 | 0.54% | 0.54% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 33,022 | 1,671 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 33,008 | 1,671 | 0.26% | 0.26% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 32,264 | 1,633 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 32,225 | 1,631 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 31,778 | 1,608 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 31,001 | 1,569 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | No change | 30,404 | 1,539 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advyzon Investment Management, LLC | History | No change | 29,808 | 1,509 | 0.11% | 0.11% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parisi Gray Wealth Management | History | No change | 29,737 | 1,505 | 0.31% | 0.31% | 192 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 29,339 | 1,485 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 29,225 | 1,479 | 0.53% | 0.53% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trek Financial, LLC | History | No change | 29,043 | 1,470 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 28,695 | 1,452 | 0.21% | 0.21% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 28,638 | 1,449 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 28,401 | 1,437 | 0.96% | 0.96% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Secure Asset Management, LLC | History | No change | 28,332 | 1,434 | 0.2% | 0.2% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 28,323 | 1,433 | 0.43% | 0.43% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 27,616 | 1,398 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 27,597 | 1,397 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 27,071 | 1,370 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 26,706 | 1,352 | 0.26% | 0.26% | 204 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MFA Wealth Services | History | No change | 26,516 | 1,342 | 0.8% | 0.8% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BTS Asset Management, Inc. | History | No change | 26,049 | 1,318 | 2.78% | 2.78% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 25,962 | 1,314 | 1.11% | 1.11% | 207 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 25,326 | 1,282 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Haverford Trust Co | History | No change | 24,983 | 1,264 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | No change | 24,883 | 1,259 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 23,568 | 1,193 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Darden Wealth Group Inc | History | No change | 23,387 | 1,184 | 0.47% | 0.47% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chris Bulman Inc | History | No change | 22,804 | 1,154 | 0.42% | 0.42% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prostatis Group LLC | History | No change | 22,738 | 1,151 | 0.27% | 0.27% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 22,326 | 1,130 | 0.12% | 0.12% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 22,048 | 1,116 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 21,368 | 1,082 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 21,371 | 1,082 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Athena Wealth Management, LLC | History | No change | 20,964 | 1,061 | 0.79% | 0.79% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 20,289 | 1,027 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 19,678 | 996 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 19,586 | 991 | 0.09% | 0.09% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Spire Wealth Management | History | No change | 19,098 | 966 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Regal Investment Advisors LLC | History | No change | 18,894 | 956 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 18,804 | 952 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Advocates, LLC | History | No change | 18,816 | 952 | 0.82% | 0.82% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Landing Point Financial Group, LLC | History | No change | 18,561 | 939 | 0.32% | 0.32% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SYKON CAPITAL LLC | History | No change | 18,167 | 919 | 0.28% | 0.28% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFO4Life Group, LLC | History | No change | 18,109 | 916 | 0.12% | 0.12% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 17,898 | 906 | 0.35% | 0.35% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CHOREO, LLC | History | No change | 17,816 | 902 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 17,459 | 883 | 0.14% | 0.14% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 17,194 | 871 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,188 | 870 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Centurion Wealth Management LLC | History | No change | 17,166 | 869 | 0.21% | 0.21% | 235 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HCR Wealth Advisors | History | No change | 16,825 | 851 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 16,469 | 833 | 0.1% | 0.1% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 16,130 | 816 | 0.47% | 0.47% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 15,958 | 807 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 15,929 | 806 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | No change | 15,920 | 806 | 0.11% | 0.11% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,659 | 792 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 15,547 | 787 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 15,379 | 776 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 14,996 | 759 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 14,803 | 749 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 14,167 | 717 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Slow Capital, Inc. | History | No change | 13,783 | 697 | 0.08% | 0.08% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 13,727 | 694 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IHT Wealth Management, LLC | History | No change | 13,596 | 688 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 13,273 | 671 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | No change | 13,208 | 668 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Andina Capital Management, LLC | History | No change | 12,976 | 656 | 1.06% | 1.06% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 12,739 | 644 | 0.08% | 0.08% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MRP Capital Investments, LLC | History | No change | 12,700 | 643 | 0.47% | 0.47% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 12,638 | 639 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 12,610 | 638 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,471 | 631 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tidemark, LLC | History | No change | 12,201 | 617 | 0.14% | 0.14% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NWAM LLC | History | No change | 12,066 | 610 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 11,840 | 599 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SVB WEALTH LLC | History | No change | 11,829 | 598 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cypress Capital, LLC | History | No change | 11,708 | 592 | 0.16% | 0.16% | 263 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wedmont Private Capital | History | No change | 11,478 | 580 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 11,392 | 576 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 11,199 | 567 | 0.05% | 0.05% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | No change | 10,877 | 550 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 10,877 | 550 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Advisors Network LLC | History | No change | 10,853 | 549 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,767 | 545 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascent Advisors, LLC | History | No change | 10,657 | 538 | 0.62% | 0.62% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 10,619 | 537 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,555 | 534 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 10,409 | 527 | 0.32% | 0.32% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 10,369 | 524 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 10,201 | 516 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 10,103 | 511 | 0.11% | 0.11% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Portside Wealth Group, LLC | History | No change | 10,023 | 507 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lauer Wealth, LLC | History | No change | 9,967 | 504 | 0.3% | 0.3% | 279 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 9,746 | 493 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 9,543 | 483 | 0.29% | 0.29% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foundry Financial LLC | History | No change | 9,555 | 483 | 0.16% | 0.16% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 9,436 | 477 | 0.17% | 0.17% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tactive Advisors, LLC | History | No change | 9,434 | 477 | 0.12% | 0.12% | 284 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,393 | 475 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 9,381 | 474 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 9,315 | 471 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 8,861 | 448 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 8,820 | 446 | 0.13% | 0.13% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 8,625 | 436 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,441 | 427 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Two West Capital Advisors LLC | History | No change | 8,152 | 412 | 0.2% | 0.2% | 292 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 8,126 | 411 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 8,077 | 408 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 8,041 | 407 | 0.18% | 0.18% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 7,871 | 398 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apella Capital, LLC | History | No change | 7,867 | 397 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,753 | 392 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 7,755 | 392 | 0.14% | 0.14% | 299 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 7,744 | 392 | 0.23% | 0.23% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 7,674 | 388 | 0.04% | 0.04% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Advisors, LLC | History | No change | 7,546 | 381 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 7,506 | 380 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,243 | 366 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 7,239 | 366 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 7,180 | 363 | 0.21% | 0.21% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 6,930 | 350 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INVESTED ADVISORS | History | No change | 6,778 | 343 | 0.3% | 0.3% | 308 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRUDENTIAL PLC | History | No change | 6,745 | 341 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 6,587 | 333 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 6,555 | 331 | 0.12% | 0.12% | 311 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 6,496 | 328 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 6,487 | 328 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Adams Wealth Management | History | No change | 6,447 | 326 | 0.06% | 0.06% | 314 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Talon Private Wealth, LLC | History | No change | 6,447 | 326 | 0.04% | 0.04% | 315 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| CacheTech Inc. | History | No change | 6,447 | 326 | 0.05% | 0.05% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,375 | 322 | 0.03% | 0.03% | 317 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 6,331 | 320 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,289 | 318 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,203 | 314 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Boomfish Wealth Group, LLC | History | No change | 6,180 | 312 | 0.14% | 0.14% | 321 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 6,092 | 308 | 0.13% | 0.13% | 322 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 6,042 | 306 | 0.2% | 0.19% | 323 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 5,963 | 302 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vise Technologies, Inc. | History | No change | 5,939 | 300 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 5,930 | 300 | 0.15% | 0.15% | 326 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 5,913 | 299 | 0.05% | 0.05% | 327 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | No change | 5,753 | 291 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 5,649 | 286 | 0.06% | 0.06% | 329 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Navalign, LLC | History | No change | 5,550 | 280 | 0.07% | 0.07% | 330 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | No change | 5,470 | 276 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 5,449 | 275 | 0.04% | 0.04% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 5,409 | 273 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stablepoint Partners, LLC | History | No change | 5,356 | 271 | 0.04% | 0.04% | 334 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,318 | 269 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 5,315 | 269 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,202 | 263 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 5,187 | 262 | 0.09% | 0.09% | 338 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 5,066 | 256 | 0.14% | 0.14% | 339 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 5,027 | 254 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 4,929 | 249 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 4,834 | 244 | 0.03% | 0.03% | 342 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Copia Wealth Management | History | No change | 4,809 | 243 | 0.15% | 0.15% | 343 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Blue Line Capital, LLC / IL | History | No change | 4,793 | 242 | 0.2% | 0.2% | 344 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 4,759 | 240 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,734 | 239 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| United Advisor Group, LLC | History | No change | 4,720 | 238 | 0.03% | 0.03% | 347 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,594 | 232 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | No change | 4,473 | 226 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 4,469 | 226 | 0.07% | 0.07% | 350 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GWN SECURITIES INC. | History | No change | 4,463 | 225 | 0.04% | 0.04% | 351 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | No change | 4,358 | 220 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 4,296 | 217 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisor Resource Council | History | No change | 4,278 | 216 | 0.06% | 0.06% | 354 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cyr Financial Inc. | History | No change | 4,216 | 213 | 0.11% | 0.11% | 355 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 4,163 | 210 | 0.16% | 0.16% | 356 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 4,160 | 210 | 0.09% | 0.09% | 357 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PKS Advisory Services, LLC | History | No change | 4,130 | 209 | 0.03% | 0.03% | 358 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quartz Partners, LLC | History | No change | 4,142 | 209 | 0.07% | 0.07% | 359 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 4,094 | 207 | 0.05% | 0.05% | 360 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 4,108 | 207 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 4,071 | 205 | 0.08% | 0.08% | 362 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 3,969 | 200 | 0.08% | 0.08% | 363 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | No change | 3,912 | 198 | 0.04% | 0.04% | 364 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 3,615 | 183 | 0.15% | 0.15% | 365 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 2,634 | 133 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rossby Financial, LCC | History | No change | 2,582 | 130 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,554 | 129 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 2,510 | 127 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 2,500 | 126 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Friedenthal Financial | History | No change | 1,879 | 95 | 0.04% | 0.04% | 371 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| UMB Bank, n.a. | History | No change | 1,812 | 91 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,487 | 75 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,387 | 70 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,365 | 69 | 0.04% | 0.04% | 375 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vision Retirement, LLC | History | No change | 1,369 | 69 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,323 | 66 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,223 | 61 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 1,150 | 58 | 0.03% | 0.03% | 379 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strive Financial Group ,LLC | History | No change | 1,090 | 55 | 0.02% | 0.02% | 380 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Wealth Partners | History | No change | 1,073 | 54 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthShield Partners, LLC | History | No change | 1,028 | 52 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 777 | 39 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Addison Advisors LLC | History | No change | 755 | 38 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 711 | 35 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 686 | 34 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 684 | 34 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 666 | 33 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 626 | 31 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 629 | 31 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independence Bank of Kentucky | History | No change | 596 | 30 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fairman Group, LLC | History | No change | 587 | 29 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Biltmore Family Office, LLC | History | No change | 520 | 26 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 514 | 26 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 473 | 23 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 367 | 18 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 372 | 18 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 358 | 18 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 289 | 14 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | No change | 292 | 14 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 182 | 9 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 145 | 7 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 125 | 6 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WestEnd Advisors, LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atomic Invest LLC | History | No change | 127 | 6 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ares Financial Consulting, LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 94 | 4 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | No change | 80 | 4 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 69 | 3 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 50 | 2 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crewe Advisors LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 29 | 1 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 36 | 1 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -1,206 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Cornerstone Planning Group LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essential Partners LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |