iSHARES TRUST - TLH
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 | 19,652,832 | 1,972,160 | 0.46% | 0.46% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Forum Financial Management, LP | History | No change | 9,680,967 | 971,485 | 12.48% | 12.48% | 2 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,056,628 | 708,132 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 6,711,248 | 673,473 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 4,710,306 | 472,679 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 3,540,643 | 355,303 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,490,075 | 353,614 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 3,002,613 | 301,312 | 0.36% | 0.36% | 8 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,455,071 | 246,010 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 2,446,904 | 245,546 | 0.42% | 0.42% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,288,353 | 229,636 | 1.1% | 1.1% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 2,050,071 | 205,724 | 1.53% | 1.53% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,746,571 | 175,268 | 0.15% | 0.15% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 1,662,099 | 166,791 | 0.15% | 0.15% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,660,729 | 166,654 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,537,777 | 154,315 | 1.35% | 1.35% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,367,082 | 137,187 | 0.86% | 0.86% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,324,932 | 132,957 | 1.76% | 1.76% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,220,050 | 122,432 | 0.24% | 0.24% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,192,620 | 119,679 | 0.24% | 0.24% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,110,583 | 111,446 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 931,209 | 93,446 | 0.28% | 0.28% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Destination Wealth Management | History | No change | 891,126 | 89,424 | 2.09% | 2.09% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | No change | 857,106 | 86,010 | 24.98% | 24.98% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 836,231 | 83,915 | 0.77% | 0.77% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 809,038 | 81,186 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 713,106 | 71,560 | 1.69% | 1.69% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 672,411 | 67,476 | 1.01% | 1.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 661,234 | 66,355 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 608,861 | 61,099 | 0.73% | 0.73% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 600,513 | 60,261 | 0.28% | 0.28% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 561,888 | 56,385 | 0.87% | 0.87% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 518,894 | 52,070 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners OCIO LLC | History | No change | 504,136 | 50,590 | 2.56% | 2.56% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 497,357 | 49,909 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 492,146 | 49,386 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 484,379 | 48,607 | 0.5% | 0.5% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 456,877 | 45,819 | 0.25% | 0.25% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 410,403 | 41,183 | 0.15% | 0.15% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 393,343 | 39,536 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JB Capital LLC | History | No change | 371,123 | 37,242 | 1.29% | 1.29% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 298,343 | 29,386 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 282,330 | 28,331 | 0.14% | 0.14% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 277,047 | 27,801 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Watchman Group, Inc. | History | No change | 275,011 | 27,597 | 6.17% | 6.17% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Banco Santander, S.A. | History | No change | 263,210 | 26,413 | 0.16% | 0.16% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 262,174 | 26,372 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 258,432 | 25,933 | 0.7% | 0.7% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 236,696 | 23,752 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 234,517 | 23,534 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 222,202 | 22,297 | 0.15% | 0.15% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 220,524 | 22,129 | 0.48% | 0.48% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 215,420 | 21,617 | 0.26% | 0.26% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 207,915 | 20,864 | 0.44% | 0.44% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 207,649 | 20,837 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 186,292 | 18,694 | 0.21% | 0.21% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Asset Management, LLC | History | No change | 177,429 | 17,805 | 2.28% | 2.28% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARROW FINANCIAL CORP | History | No change | 176,255 | 17,687 | 1.58% | 1.58% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 174,605 | 17,675 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 173,929 | 17,453 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 173,493 | 17,410 | 0.29% | 0.29% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 170,479 | 17,094 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 169,041 | 16,963 | 0.74% | 0.74% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 166,474 | 16,705 | 0.86% | 0.86% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 159,156 | 15,971 | 0.96% | 0.96% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 158,818 | 15,937 | 0.16% | 0.16% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 157,196 | 15,774 | 0.34% | 0.34% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 156,580 | 15,584 | 1.93% | 1.93% | 68 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cascade Financial Partners, LLC | History | No change | 154,327 | 15,486 | 1.34% | 1.34% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stone House Investment Management, LLC | History | No change | 149,866 | 15,039 | 2.0% | 2.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthCoast Asset Management LLC | History | No change | 145,376 | 14,588 | 0.32% | 0.32% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABLE Financial Group, LLC | History | No change | 145,297 | 14,580 | 2.45% | 2.45% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keel Point, LLC | History | No change | 144,496 | 14,500 | 0.86% | 0.86% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 137,143 | 13,762 | 0.36% | 0.36% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kelly Financial Services LLC | History | No change | 131,731 | 13,219 | 2.83% | 2.83% | 75 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 127,888 | 12,833 | 1.55% | 1.55% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trek Financial, LLC | History | No change | 126,225 | 12,666 | 0.63% | 0.63% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 124,705 | 12,514 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 123,653 | 12,408 | 0.61% | 0.61% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Net Worth Advisory Group | History | No change | 122,891 | 12,332 | 3.11% | 3.11% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 121,351 | 12,177 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 122,517 | 11,292 | 0.19% | 0.53% | 82 | -213,064 | -63.49% | Q3 2026 | Oct 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 111,572 | 11,196 | 0.35% | 0.35% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 104,929 | 10,529 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 103,910 | 10,427 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 103,271 | 10,363 | 1.05% | 1.05% | 86 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 100,328 | 10,067 | 0.25% | 0.25% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sharkey, Howes & Javer | History | No change | 100,084 | 10,043 | 1.21% | 1.21% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 95,603 | 9,593 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 94,839 | 9,517 | 0.39% | 0.39% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 92,049 | 9,237 | 0.13% | 0.13% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 87,815 | 8,845 | 1.11% | 1.11% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Evergreen Private Wealth LLC | History | No change | 84,245 | 8,453 | 3.13% | 3.13% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 82,784 | 8,307 | 0.75% | 0.75% | 94 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 82,579 | 8,288 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 81,900 | 8,218 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 80,435 | 8,071 | 0.15% | 0.15% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PAX Financial Group, LLC | History | No change | 77,515 | 7,778 | 1.16% | 1.16% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Blueprint, LLC | History | No change | 76,682 | 7,694 | 0.38% | 0.38% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Royal Fund Management, LLC | History | No change | 76,608 | 7,687 | 0.64% | 0.64% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 75,318 | 7,558 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 74,293 | 7,455 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Financial Group LLC | History | No change | 73,018 | 7,327 | 2.01% | 2.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brookstone Capital Management | History | No change | 72,686 | 7,293 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 71,575 | 7,182 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 70,568 | 7,081 | 0.32% | 0.32% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EWA, LLC | History | No change | 70,327 | 7,057 | 1.29% | 1.29% | 107 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keystone Financial Services | History | No change | 70,324 | 7,056 | 1.82% | 1.82% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 70,287 | 7,053 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 69,375 | 6,961 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 68,842 | 6,908 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 68,168 | 6,841 | 0.16% | 0.16% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | No change | 69,608 | 6,806 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 69,608 | 6,806 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stokes Family Office, LLC | History | No change | 67,450 | 6,768 | 0.79% | 0.79% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invst, LLC | History | No change | 64,815 | 6,504 | 0.63% | 0.63% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 63,693 | 6,391 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Regal Investment Advisors LLC | History | No change | 63,662 | 6,388 | 0.33% | 0.33% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 63,590 | 6,381 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 61,156 | 6,137 | 1.42% | 1.42% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 60,880 | 6,117 | 0.1% | 0.1% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Financial Group LLC | History | No change | 60,819 | 6,103 | 0.69% | 0.69% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 60,747 | 6,095 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goodman Advisory Group, LLC | History | No change | 59,660 | 5,986 | 1.38% | 1.38% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 59,254 | 5,946 | 0.5% | 0.5% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 58,327 | 5,853 | 0.42% | 0.42% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 57,773 | 5,797 | 0.2% | 0.2% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BCGM Wealth Management, LLC | History | No change | 57,319 | 5,751 | 1.22% | 1.22% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ONE Advisory Partners, LLC | History | No change | 56,547 | 5,674 | 1.54% | 1.54% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 56,121 | 5,631 | 0.65% | 0.65% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cresta Advisors, Ltd. | History | No change | 55,108 | 5,530 | 1.99% | 1.99% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | History | No change | 54,802 | 5,499 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 53,737 | 5,392 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 53,550 | 5,373 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 52,789 | 5,297 | 0.32% | 0.32% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 52,137 | 5,231 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 51,989 | 5,217 | 1.79% | 1.79% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrature Capital Ltd | History | No change | 50,994 | 5,117 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 50,964 | 5,114 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 50,841 | 5,101 | 1.62% | 1.62% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Founders Financial Alliance, LLC | History | No change | 50,776 | 5,095 | 0.68% | 0.68% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cobblestone Asset Management LLC | History | No change | 49,589 | 4,976 | 2.08% | 2.08% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Professional Financial Management, Inc. | History | No change | 49,059 | 4,923 | 4.99% | 4.99% | 143 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WCG Wealth Advisors LLC | History | No change | 46,671 | 4,683 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 46,226 | 4,638 | 1.59% | 1.59% | 145 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 46,078 | 4,623 | 1.12% | 1.12% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 45,718 | 4,587 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 49,689 | 4,579 | 0.11% | 0.13% | 148 | +2,208 | 4.65% | Q3 2026 | Oct 07, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 45,370 | 4,569 | 2.6% | 2.6% | 149 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CITIGROUP INC | History | No change | 45,152 | 4,530 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | No change | 44,313 | 4,446 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RFG Advisory, LLC | History | No change | 43,849 | 4,400 | 0.07% | 0.07% | 152 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advus Financial Partners, LLC | History | No change | 42,904 | 4,305 | 1.23% | 1.23% | 153 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 42,775 | 4,292 | 1.21% | 1.21% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Storen Legacy Partners, LLC | History | No change | 42,372 | 4,252 | 1.16% | 1.16% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 41,938 | 4,208 | 0.49% | 0.49% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Claro Advisors Inc. | History | No change | 40,995 | 4,113 | 0.43% | 0.43% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 40,714 | 4,085 | 0.37% | 0.37% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CORE WEALTH ADVISORS, LLC | History | No change | 40,112 | 4,025 | 2.97% | 2.97% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 39,909 | 4,004 | 1.42% | 1.42% | 160 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Simplicity Wealth,LLC | History | No change | 39,835 | 3,997 | 0.13% | 0.13% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 38,631 | 3,914 | 0.13% | 0.13% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 38,237 | 3,837 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modus Advisors, LLC | History | No change | 37,765 | 3,789 | 0.94% | 0.94% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sovran Advisors, LLC | History | No change | 38,383 | 3,772 | 0.28% | 0.28% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bedminster, LLC | History | No change | 37,108 | 3,723 | 3.18% | 3.18% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 36,956 | 3,708 | 0.84% | 0.84% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 35,986 | 3,611 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | No change | 35,460 | 3,558 | 3.13% | 3.13% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 34,900 | 3,502 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 34,559 | 3,467 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Systelligence, LLC | History | No change | 34,459 | 3,457 | 0.58% | 0.58% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 34,325 | 3,444 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 34,483 | 3,399 | 2.05% | 2.05% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Planning Group LLC | History | No change | 34,856 | 3,397 | 0.43% | 0.43% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Centurion Wealth Management LLC | History | No change | 32,935 | 3,305 | 0.79% | 0.79% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 32,500 | 3,261 | 2.09% | 2.09% | 177 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SWP FINANCIAL LLC | History | No change | 32,388 | 3,250 | 1.5% | 1.5% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 31,855 | 3,196 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 31,209 | 3,131 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 31,175 | 3,128 | 0.98% | 0.98% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| 5T Wealth, LLC | History | No change | 31,082 | 3,119 | 1.16% | 1.16% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HRT FINANCIAL LP | History | No change | 30,772 | 3,087 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 30,743 | 3,085 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | No change | 30,717 | 3,082 | 0.09% | 0.09% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 30,372 | 3,047 | 0.86% | 0.86% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 30,012 | 3,011 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 29,936 | 3,004 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 29,538 | 2,964 | 0.4% | 0.4% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Csenge Advisory Group | History | No change | 29,369 | 2,947 | 0.12% | 0.12% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clarus Wealth Advisors | History | No change | 29,717 | 2,923 | 1.13% | 1.13% | 191 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SWMG, LLC | History | No change | 29,673 | 2,914 | 0.69% | 0.69% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| A4 Wealth Advisors LLC | History | No change | 28,383 | 2,848 | 1.89% | 1.89% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthShield Partners, LLC | History | No change | 27,416 | 2,751 | 0.42% | 0.42% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 27,314 | 2,740 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lansing Street Advisors | History | No change | 26,968 | 2,706 | 0.57% | 0.57% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apollon Wealth Management, LLC | History | No change | 26,929 | 2,702 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 26,833 | 2,692 | 0.7% | 0.7% | 198 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Heck Capital Advisors, LLC | History | No change | 26,704 | 2,679 | 0.16% | 0.16% | 199 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Integrated Advisors Network LLC | History | No change | 26,328 | 2,642 | 0.12% | 0.12% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robbins Farley | History | No change | 26,207 | 2,629 | 1.01% | 1.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cypress Wealth Services, LLC | History | No change | 25,980 | 2,607 | 0.32% | 0.32% | 202 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rothschild Wealth LLC | History | No change | 25,208 | 2,529 | 0.2% | 0.2% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 25,040 | 2,512 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Center For Asset Management LLC | History | No change | 24,561 | 2,464 | 1.09% | 1.09% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Financial Network, Inc. | History | No change | 24,452 | 2,453 | 0.08% | 0.08% | 206 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 23,621 | 2,370 | 0.97% | 0.97% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Able Wealth Management LLC | History | No change | 23,503 | 2,358 | 0.54% | 0.54% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 23,353 | 2,343 | 1.34% | 1.34% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 23,145 | 2,322 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venturi Wealth Management, LLC | History | No change | 23,078 | 2,315 | 0.09% | 0.09% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Echo45 Advisors LLC | History | Added to | 24,861 | 2,291 | 1.04% | 1.25% | 212 | +716 | 2.97% | Q3 2026 | Oct 07, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 22,947 | 2,289 | 0.3% | 0.3% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| May Hill Capital, LLC | History | No change | 22,705 | 2,278 | 0.48% | 0.48% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 22,488 | 2,256 | 1.26% | 1.26% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Snowden Capital Advisors LLC | History | No change | 22,434 | 2,251 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 22,193 | 2,227 | 0.42% | 0.42% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Private Trust Co. | History | Added to | 23,874 | 2,200 | 0.12% | 0.09% | 218 | +7,343 | 44.42% | Q3 2026 | Oct 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 21,842 | 2,193 | 0.58% | 0.58% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Values First Advisors, Inc. | History | No change | 21,566 | 2,164 | 0.99% | 0.99% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 19,768 | 1,983 | 0.59% | 0.59% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 21,449 | 1,976 | 0.41% | 0.44% | 222 | -196 | -0.91% | Q3 2026 | Oct 05, 2026 |
| Saxony Capital Management, LLC | History | No change | 19,667 | 1,973 | 0.9% | 0.9% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 19,618 | 1,968 | 0.56% | 0.56% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Veltria Advisors Corp. | History | No change | 19,603 | 1,967 | 2.98% | 2.98% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 19,566 | 1,963 | 1.66% | 1.66% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avid Wealth Partners LLC | History | No change | 19,421 | 1,948 | 0.94% | 0.94% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fermata Advisors, LLC | History | No change | 19,353 | 1,942 | 0.39% | 0.39% | 228 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Traveka Wealth, LLC | History | No change | 19,299 | 1,936 | 0.64% | 0.64% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Scarborough Advisors, LLC | History | No change | 19,310 | 1,924 | 0.22% | 0.22% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 19,052 | 1,911 | 0.07% | 0.07% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 18,593 | 1,865 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keebeck Wealth Management | History | No change | 18,590 | 1,865 | 0.18% | 0.18% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 18,556 | 1,862 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Advisor Group, LLC | History | No change | 17,796 | 1,785 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 17,735 | 1,779 | 0.21% | 0.21% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 17,295 | 1,735 | 0.78% | 0.78% | 237 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,153 | 1,721 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQ LLC | History | No change | 17,039 | 1,709 | 0.42% | 0.42% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 16,990 | 1,704 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 16,929 | 1,698 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 16,866 | 1,692 | 0.58% | 0.58% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | Added to | 18,326 | 1,689 | 0.03% | 0.01% | 243 | +13,195 | 257.16% | Q3 2026 | Oct 05, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 16,788 | 1,684 | 0.17% | 0.17% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Carr Financial Group Corp | History | No change | 16,634 | 1,669 | 0.38% | 0.38% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 16,446 | 1,666 | 0.09% | 0.09% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUCCESSION FINANCIAL, INC. | History | No change | 16,522 | 1,657 | 1.58% | 1.58% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 16,338 | 1,639 | 0.54% | 0.54% | 248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,790 | 1,584 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kilter Group LLC | History | No change | 15,727 | 1,578 | 0.57% | 0.57% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlatl Advisers LLC | History | No change | 15,637 | 1,569 | 0.37% | 0.37% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | No change | 15,483 | 1,553 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SEEDS INVESTOR LLC | History | No change | 15,232 | 1,528 | 0.16% | 0.16% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 15,172 | 1,522 | 0.7% | 0.7% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 15,084 | 1,513 | 1.17% | 1.17% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 14,958 | 1,501 | 0.1% | 0.1% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JT Stratford LLC | History | No change | 14,919 | 1,497 | 0.16% | 0.16% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mendel Capital Management LLC | History | No change | 14,871 | 1,492 | 0.67% | 0.67% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J.M. Arbour, LLC | History | No change | 14,763 | 1,481 | 1.28% | 1.28% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 14,718 | 1,476 | 0.06% | 0.06% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Embree Financial Group | History | No change | 14,188 | 1,423 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 14,044 | 1,409 | 0.11% | 0.11% | 262 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| First International Bank of Israel Ltd. | History | No change | 13,919 | 1,396 | 0.38% | 0.38% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Investment Advisors / MI | History | No change | 13,880 | 1,392 | 0.08% | 0.08% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 13,441 | 1,348 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cumberland Partners Ltd | History | No change | 13,180 | 1,322 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 13,128 | 1,317 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | No change | 12,889 | 1,293 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 12,813 | 1,289 | 0.35% | 0.35% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Management, Inc. | History | No change | 12,766 | 1,281 | 0.39% | 0.39% | 270 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,637 | 1,268 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WBH ADVISORY INC | History | No change | 12,406 | 1,244 | 0.08% | 0.08% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Two West Capital Advisors LLC | History | No change | 12,582 | 1,234 | 0.61% | 0.61% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WealthPoint Financial, LLC | History | No change | 12,300 | 1,234 | 0.9% | 0.9% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LexAurum Advisors, LLC | History | No change | 12,042 | 1,208 | 0.14% | 0.14% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AlTi Global, Inc. | History | No change | 11,964 | 1,200 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 11,961 | 1,200 | 0.41% | 0.41% | 277 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 11,942 | 1,198 | 0.83% | 0.83% | 278 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 11,882 | 1,192 | 0.35% | 0.35% | 279 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,872 | 1,191 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 11,753 | 1,179 | 0.06% | 0.06% | 281 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ascent Group, LLC | History | No change | 11,694 | 1,173 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 11,476 | 1,151 | 0.29% | 0.29% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 11,428 | 1,146 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 11,370 | 1,140 | 0.74% | 0.74% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TritonPoint Partners, LLC | History | No change | 11,182 | 1,122 | 0.09% | 0.09% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11,175 | 1,121 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 11,171 | 1,121 | 0.63% | 0.63% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 11,178 | 1,121 | 0.18% | 0.18% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 10,984 | 1,102 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 10,626 | 1,066 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 10,569 | 1,060 | 0.25% | 0.25% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MSH Capital Advisors LLC | History | No change | 10,545 | 1,058 | 0.18% | 0.18% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 11,351 | 1,046 | 0.55% | 0.63% | 294 | -102 | -0.89% | Q3 2026 | Oct 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 10,341 | 1,036 | 0.24% | 0.24% | 295 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 10,310 | 1,034 | 0.48% | 0.48% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 10,115 | 1,014 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,046 | 1,008 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 9,949 | 998 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DAVENPORT & Co LLC | History | No change | 9,762 | 979 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |