iSHARES TRUST - USRT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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. Details.
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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
PRICE T ROWE ASSOCIATES INC /MD/ History No change 4,802,136 319,102 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 4,607,024 306,136 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 2,795,189 185,740 0.2% 0.2% 3 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 2,214,451 147,150 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 1,938,379 128,805 0.57% 0.57% 5 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,919,207 127,531 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 1,757,195 116,765 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 07, 2026
Trust Co of Tennessee History No change 1,195,061 79,412 13.88% 13.88% 8 0 0.0% Q2 2026 Jul 30, 2026
Savant Capital, LLC History No change 950,667 63,196 0.19% 0.19% 9 0 0.0% Q2 2026 Aug 10, 2026
Cerity Partners LLC History No change 940,273 62,481 0.08% 0.08% 10 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Investment Management, Inc. History No change 841,781 56,870 0.16% 0.16% 11 0 0.0% Q2 2026 Aug 17, 2026
MORGAN STANLEY History No change 852,214 56,629 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 841,122 55,892 0.68% 0.68% 13 0 0.0% Q2 2026 Jul 22, 2026
Disciplina Capital Management LLC History No change 782,526 51,998 5.37% 5.37% 14 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 776,678 51,610 0.08% 0.08% 15 0 0.0% Q2 2026 Aug 05, 2026
Prime Capital Investment Advisors, LLC History No change 773,229 51,381 0.5% 0.5% 16 0 0.0% Q2 2026 Aug 05, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 311,720 46,231 11.06% 11.06% 17 0 0.0% Q2 2026 Aug 14, 2026
Blueprint Investment Partners LLC History No change 646,149 42,936 3.58% 3.58% 18 0 0.0% Q2 2026 Aug 04, 2026
MISSION WEALTH MANAGEMENT, LP History No change 630,453 41,893 0.51% 0.51% 19 0 0.0% Q2 2026 Jul 20, 2026
Corient Private Wealth LP History No change 592,394 39,364 0.05% 0.05% 20 0 0.0% Q2 2026 Aug 27, 2026
HighTower Advisors, LLC History No change 576,946 38,338 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 05, 2026
Rodgers & Associates, LTD History No change 401,892 26,705 2.42% 2.42% 22 0 0.0% Q2 2026 Jul 21, 2026
Charles Schwab Trust Co History No change 392,426 26,076 1.45% 1.45% 23 0 0.0% Q2 2026 Jul 10, 2026
SMI Advisory Services, LLC History No change 377,626 25,297 4.1% 4.1% 24 0 0.0% Q2 2026 Jul 09, 2026
Neuberger Berman Group LLC History No change 376,313 25,005 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 13, 2026
Blueprint Financial Advisors LLC History No change 359,790 23,908 2.66% 2.66% 26 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 356,874 23,714 0.26% 0.26% 27 0 0.0% Q2 2026 Aug 04, 2026
STEPHENS INC /AR/ History No change 356,379 23,681 0.27% 0.27% 28 0 0.0% Q2 2026 Jul 29, 2026
SUMITOMO LIFE INSURANCE CO History No change 355,500 23,622 0.39% 0.39% 29 0 0.0% Q2 2026 Aug 11, 2026
93 Financial Group, LLC History No change 351,878 23,382 9.23% 9.23% 30 0 0.0% Q2 2026 Jul 29, 2026
Financial & Tax Architects, LLC History No change 338,845 22,516 4.75% 4.75% 31 0 0.0% Q2 2026 Jul 23, 2026
S. R. Schill & Associates History No change 326,591 21,701 13.1% 13.1% 32 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIENT ADVISORS LLC History No change 306,909 20,394 2.92% 2.92% 33 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 299,168 19,969 0.03% 0.03% 34 0 0.0% Q2 2026 Jul 15, 2026
OSAIC HOLDINGS, INC. History No change 292,646 19,449 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
Stadion Money Management, LLC History No change 279,251 18,556 1.6% 1.6% 36 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 278,505 18,506 0.24% 0.24% 37 0 0.0% Q2 2026 Aug 14, 2026
MPS Loria Financial Planners, LLC History No change 275,472 18,305 4.21% 4.21% 38 0 0.0% Q2 2026 Jul 30, 2026
CAPTRUST FINANCIAL ADVISORS History No change 273,818 18,195 0.03% 0.03% 39 0 0.0% Q2 2026 Aug 13, 2026
Rockbridge Investment Management, LCC History No change 272,169 18,085 1.47% 1.47% 40 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 269,733 17,923 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 259,281 17,229 0.22% 0.22% 42 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 257,149 17,087 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 252,533 16,780 0.05% 0.05% 44 0 0.0% Q2 2026 Aug 07, 2026
TECTONIC ADVISORS LLC History No change 252,344 16,768 0.81% 0.81% 45 0 0.0% Q2 2026 Jul 15, 2026
HighPoint Advisor Group LLC History No change 249,669 16,590 0.58% 0.58% 46 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 243,424 16,175 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Biltmore Wealth Management, LLC History No change 226,548 15,054 4.7% 4.7% 48 0 0.0% Q2 2026 Jul 21, 2026
Cannon Financial Strategists, Inc. History No change 212,247 14,103 1.61% 1.61% 49 0 0.0% Q2 2026 Aug 07, 2026
MOLLER WEALTH PARTNERS History No change 206,928 13,750 2.49% 2.49% 50 0 0.0% Q2 2026 Jul 15, 2026
Wealthcare Advisory Partners LLC History No change 200,743 13,339 0.25% 0.25% 51 0 0.0% Q2 2026 Jul 09, 2026
EARNED WEALTH ADVISORS, LLC History No change 194,590 12,930 0.83% 0.83% 52 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 192,115 12,766 0.18% 0.18% 53 0 0.0% Q2 2026 Aug 18, 2026
Creative Planning History No change 175,537 11,664 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 171,701 11,600 0.38% 0.38% 55 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 173,302 11,516 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Freedom Day Solutions, LLC History No change 172,982 11,494 2.54% 2.54% 57 0 0.0% Q2 2026 Jul 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 170,628 11,338 0.05% 0.05% 58 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 162,212 10,959 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 164,291 10,917 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 161,724 10,745 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Management, Inc. History No change 156,555 10,403 1.5% 1.5% 62 0 0.0% Q2 2026 Jul 16, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 155,021 10,301 0.0% 0.0% 63 0 0.0% Q2 2026 Sep 23, 2026
Gimbal Financial History No change 153,565 10,204 6.27% 6.27% 64 0 0.0% Q2 2026 Aug 04, 2026
Compound Planning, Inc. History No change 137,999 9,170 0.24% 0.24% 65 0 0.0% Q2 2026 Aug 04, 2026
ERn Financial, LLC History No change 132,502 8,804 1.46% 1.46% 66 0 0.0% Q2 2026 Jul 23, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 124,877 8,298 0.69% 0.69% 67 0 0.0% Q2 2026 Jul 07, 2026
TPG Financial Advisors, LLC History No change 123,227 8,188 2.45% 2.45% 68 0 0.0% Q2 2026 Aug 10, 2026
Spartan Planning & Wealth Management History No change 120,727 8,022 5.34% 5.34% 69 0 0.0% Q2 2026 Jul 22, 2026
Rialto Wealth Management, LLC History No change 116,234 7,723 1.53% 1.53% 70 0 0.0% Q2 2026 Aug 11, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 115,955 7,705 0.65% 0.65% 71 0 0.0% Q2 2026 Jul 07, 2026
Financial Solutions Advisory Group, Inc. History No change 115,157 7,679 0.97% 0.97% 72 0 0.0% Q2 2026 Jul 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 110,801 7,362 0.01% 0.01% 73 0 0.0% Q2 2026 Jul 29, 2026
Legacy Financial Group LLC History No change 109,467 7,274 0.82% 0.82% 74 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 108,528 7,211 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 13, 2026
Peak Financial Management, Inc. History No change 104,740 6,960 1.6% 1.6% 76 0 0.0% Q2 2026 Jul 20, 2026
Rockefeller Capital Management L.P. History No change 101,325 6,733 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 13, 2026
Avior Wealth Management, LLC History No change 98,502 6,545 0.17% 0.17% 78 0 0.0% Q2 2026 Jul 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 94,706 6,406 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 94,508 6,280 0.46% 0.46% 80 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Investment Research Advisors, Inc. History No change 89,565 5,952 0.01% 0.01% 81 0 0.0% Q2 2026 Jul 27, 2026
CoreCap Advisors, LLC History No change 88,426 5,875 0.17% 0.17% 82 0 0.0% Q2 2026 Jul 06, 2026
Topel & Distasi Wealth Management, LLC History No change 78,423 5,211 2.51% 2.51% 83 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Planning, Inc. History No change 77,786 5,168 1.18% 1.18% 84 0 0.0% Q2 2026 Jul 10, 2026
Envision Financial LLC History No change 76,982 5,115 2.36% 2.36% 85 0 0.0% Q2 2026 Jul 10, 2026
COMMERCE BANK History No change 75,696 5,029 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 12, 2026
Walkner Condon Financial Advisors LLC History No change 71,829 4,773 0.55% 0.55% 87 0 0.0% Q2 2026 Jul 27, 2026
RETIREMITTEN FINANCIAL LLC History No change 71,672 4,762 2.01% 2.01% 88 0 0.0% Q2 2026 Aug 10, 2026
Naviter Wealth, LLC History No change 70,349 4,674 0.42% 0.42% 89 0 0.0% Q2 2026 Aug 07, 2026
Windsor Capital Management, LLC History No change 67,817 4,506 1.17% 1.17% 90 0 0.0% Q2 2026 Jul 08, 2026
TWO SIGMA INVESTMENTS, LP History No change 67,800 4,505 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 66,953 4,449 0.18% 0.18% 92 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 66,290 4,405 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
Millington Financial Advisors, LLC History No change 62,738 4,318 1.7% 1.7% 94 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 64,160 4,263 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 63,069 4,190 0.02% 0.02% 96 0 0.0% Q2 2026 Aug 14, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 62,393 4,146 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 61,568 4,091 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC History No change 59,495 3,953 11.5% 11.5% 99 0 0.0% Q2 2026 Jul 30, 2026
Financial Management, Inc. History No change 58,046 3,857 3.16% 3.16% 100 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 57,296 3,807 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 10, 2026
Roble, Belko & Company, Inc History No change 56,493 3,754 0.41% 0.41% 102 0 0.0% Q2 2026 Jul 24, 2026
VestGen Advisors, LLC History No change 54,487 3,620 0.11% 0.11% 103 0 0.0% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History No change 54,301 3,608 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Stamos Capital Partners, L.P. History No change 53,836 3,577 0.55% 0.55% 105 0 0.0% Q2 2026 Aug 13, 2026
Apollon Financial, LLC History No change 53,465 3,552 0.42% 0.42% 106 0 0.0% Q2 2026 Jul 22, 2026
Post Resch Tallon Group Inc. History No change 52,702 3,502 2.42% 2.42% 107 0 0.0% Q2 2026 Jul 07, 2026
Kestra Advisory Services, LLC History No change 50,867 3,380 0.01% 0.01% 108 0 0.0% Q2 2026 Jul 28, 2026
Financial Planning Fort Collins, LLC History No change 50,102 3,341 2.53% 2.53% 109 0 0.0% Q2 2026 Jul 10, 2026
RFG Advisory, LLC History No change 49,983 3,321 0.05% 0.05% 110 0 0.0% Q2 2026 Jul 15, 2026
ES4, LLC History No change 49,011 3,256 1.71% 1.71% 111 0 0.0% Q2 2026 Jul 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 48,195 3,202 0.15% 0.15% 112 0 0.0% Q2 2026 Jul 28, 2026
Pathstone Holdings, LLC History No change 47,934 3,185 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 13, 2026
Modern Wealth Management, LLC History No change 47,713 3,170 0.04% 0.04% 114 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 46,358 3,080 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 46,219 3,071 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
WealthTrak Capital Management LLC History No change 45,230 3,005 1.98% 1.98% 117 0 0.0% Q2 2026 Aug 04, 2026
Keystone Financial Group, Inc. History No change 44,189 2,936 1.54% 1.54% 118 0 0.0% Q2 2026 Jul 21, 2026
Weil Company, Inc. History No change 43,875 2,915 0.51% 0.51% 119 0 0.0% Q2 2026 Aug 05, 2026
Dogwood Wealth Management LLC History No change 42,890 2,850 1.12% 1.12% 120 0 0.0% Q2 2026 Jul 06, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 44,687 2,751 0.74% 0.81% 121 -1,822 -3.92% Q3 2026 Oct 02, 2026
PROSPERITY BANCSHARES INC History No change 40,915 2,718 1.78% 1.78% 122 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 40,796 2,710 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Money Management Services LLC History No change 38,419 2,552 1.61% 1.61% 124 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ALLIANCE, LLC History No change 37,677 2,503 0.21% 0.21% 125 0 0.0% Q2 2026 Aug 11, 2026
IFC & Insurance Marketing, Inc. History No change 36,836 2,447 2.15% 2.15% 126 0 0.0% Q2 2026 Jul 09, 2026
Baird Financial Group, Inc. History No change 36,556 2,429 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Fonville Wealth Management LLC History No change 36,298 2,411 0.39% 0.39% 128 0 0.0% Q2 2026 Jul 28, 2026
Virtus Family Office LLC History No change 36,059 2,396 1.89% 1.89% 129 0 0.0% Q2 2026 Aug 03, 2026
FAMILY WEALTH PARTNERS, LLC History No change 34,554 2,296 0.7% 0.7% 130 0 0.0% Q2 2026 Jul 10, 2026
SeedSafe Financial LLC History No change 34,255 2,275 1.64% 1.64% 131 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 34,001 2,259 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
INTEGRATED WEALTHCARE, LLC History No change 33,125 2,201 1.64% 1.64% 133 0 0.0% Q2 2026 Jul 24, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 31,785 2,148 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Capital Partners, LLC History No change 31,994 2,126 0.88% 0.88% 135 0 0.0% Q2 2026 Jul 09, 2026
CAHILL FINANCIAL ADVISORS INC History No change 31,562 2,097 0.2% 0.2% 136 0 0.0% Q2 2026 Aug 11, 2026
TENET WEALTH PARTNERS, LLC History No change 29,632 2,058 1.53% 1.53% 137 0 0.0% Q2 2026 Aug 07, 2026
Alpha Financial Partners LLC History No change 30,563 2,030 1.07% 1.07% 138 0 0.0% Q2 2026 Aug 11, 2026
STATE STREET CORP History No change 30,500 2,026 0.0% 0.0% 139 0 0.0% Q2 2026 Sep 22, 2026
Kohmann Bosshard Financial Services, LLC History No change 30,337 2,015 0.17% 0.17% 140 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 29,851 1,984 0.99% 0.99% 141 0 0.0% Q2 2026 Aug 26, 2026
TriaGen Wealth Management LLC History No change 29,482 1,959 0.49% 0.49% 142 0 0.0% Q2 2026 Jul 21, 2026
CarsonAllaria Wealth Management, Ltd. History No change 29,461 1,957 0.85% 0.85% 143 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 29,352 1,950 0.02% 0.02% 144 0 0.0% Q2 2026 Jul 17, 2026
Vise Technologies, Inc. History No change 29,218 1,941 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 10, 2026
Arkadios Wealth Advisors History No change 29,171 1,938 0.03% 0.03% 146 0 0.0% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History No change 29,024 1,932 0.01% 0.01% 147 0 0.0% Q2 2026 Jul 27, 2026
IFG Advisory, LLC History No change 28,599 1,900 0.07% 0.07% 148 0 0.0% Q2 2026 Aug 13, 2026
Frontier Asset Management, LLC History No change 28,093 1,866 0.33% 0.33% 149 0 0.0% Q2 2026 Aug 06, 2026
Forefront Wealth Partners, LLC History No change 27,155 1,804 0.56% 0.56% 150 0 0.0% Q2 2026 Aug 20, 2026
Cascade Wealth Advisors, Inc History No change 26,577 1,790 0.72% 0.72% 151 0 0.0% Q2 2026 Aug 10, 2026
Prospect Financial Group LLC History No change 26,936 1,789 1.44% 1.44% 152 0 0.0% Q2 2026 Aug 06, 2026
Matthew Goff Investment Advisor, LLC History No change 25,909 1,721 0.29% 0.29% 153 0 0.0% Q2 2026 Jul 07, 2026
49 WEALTH MANAGEMENT, LLC History No change 25,507 1,694 0.32% 0.32% 154 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 25,507 1,694 0.32% 0.32% 155 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 24,865 1,653 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 23,826 1,583 0.1% 0.1% 157 0 0.0% Q2 2026 Aug 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 23,768 1,579 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 19, 2026
Orion Porfolio Solutions, LLC History No change 22,688 1,507 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 22,662 1,505 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 21,853 1,504 0.05% 0.05% 161 0 0.0% Q2 2026 Jul 23, 2026
Allworth Financial LP History No change 22,250 1,478 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 11, 2026
Shum Financial Group, Inc. History No change 22,124 1,470 0.89% 0.89% 163 0 0.0% Q2 2026 Jul 22, 2026
SigFig Wealth Management, LLC History No change 21,243 1,435 0.04% 0.04% 164 0 0.0% Q2 2026 Jul 07, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 21,561 1,432 0.09% 0.09% 165 0 0.0% Q2 2026 Aug 13, 2026
National Philanthropic Trust History No change 21,561 1,432 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 21,336 1,417 0.13% 0.13% 167 0 0.0% Q2 2026 Jul 16, 2026
Quantinno Capital Management LP History No change 20,020 1,330 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
Kestra Investment Management, LLC History No change 19,996 1,328 0.03% 0.03% 169 0 0.0% Q2 2026 Aug 05, 2026
Tyche Wealth Partners LLC History No change 19,790 1,315 0.18% 0.18% 170 0 0.0% Q2 2026 Aug 06, 2026
Aspen Wealth Management LLC History No change 19,660 1,306 0.22% 0.22% 171 0 0.0% Q2 2026 Jul 31, 2026
Intergy Private Wealth, LLC History No change 19,326 1,284 0.3% 0.3% 172 0 0.0% Q2 2026 Jul 17, 2026
American State Bank (Iowa) History No change 19,224 1,277 0.52% 0.52% 173 0 0.0% Q2 2026 Jul 09, 2026
Nolet Wealth Management, LLC History No change 19,036 1,264 0.7% 0.7% 174 0 0.0% Q2 2026 Jul 10, 2026
MMA ASSET MANAGEMENT LLC History No change 18,780 1,247 0.4% 0.4% 175 0 0.0% Q2 2026 Aug 04, 2026
Ellenbecker Investment Group History No change 18,594 1,235 0.14% 0.14% 176 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History No change 18,593 1,235 0.01% 0.01% 177 0 0.0% Q2 2026 Sep 08, 2026
Geneos Wealth Management Inc. History No change 18,600 1,235 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 06, 2026
Peterson Wealth Advisors, LLC History No change 18,581 1,234 0.15% 0.15% 179 0 0.0% Q2 2026 Aug 10, 2026
River Street Advisors LLC History No change 18,279 1,214 0.36% 0.36% 180 0 0.0% Q2 2026 Jul 21, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 17,753 1,179 0.29% 0.29% 181 0 0.0% Q2 2026 Aug 12, 2026
Quest 10 Wealth Builders, Inc. History No change 17,714 1,177 0.91% 0.91% 182 0 0.0% Q2 2026 Jul 24, 2026
Wealthspire Retirement, LLC History No change 17,380 1,154 0.06% 0.06% 183 0 0.0% Q2 2026 Aug 12, 2026
Thompson David Blair History No change 17,375 1,154 0.58% 0.58% 184 0 0.0% Q2 2026 Aug 14, 2026
Ellis Investment Partners, LLC History No change 16,949 1,126 0.17% 0.17% 185 0 0.0% Q2 2026 Aug 05, 2026
Inman Jager Wealth Management, LLC History No change 16,859 1,120 0.6% 0.6% 186 0 0.0% Q2 2026 Aug 07, 2026
Aureus Asset Management, LLC History No change 16,434 1,092 0.07% 0.07% 187 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 16,375 1,088 0.02% 0.02% 188 0 0.0% Q2 2026 Jul 20, 2026
Integrated Investment Consultants, LLC History No change 15,969 1,061 0.21% 0.21% 189 0 0.0% Q2 2026 Aug 17, 2026
Strategic Financial Planning, Inc. History No change 15,829 1,051 0.55% 0.55% 190 0 0.0% Q2 2026 Aug 14, 2026
Kagan Cocozza Asset Management History No change 15,576 1,035 0.65% 0.65% 191 0 0.0% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History No change 15,425 1,025 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
Independent Wealth Network Inc. History No change 15,431 1,025 0.26% 0.26% 193 0 0.0% Q2 2026 Jul 20, 2026
Range Financial Group LLC History No change 15,001 996 0.27% 0.27% 194 0 0.0% Q2 2026 Jul 15, 2026
1834 INVESTMENT ADVISORS CO History No change 14,878 988 0.11% 0.11% 195 0 0.0% Q2 2026 Jul 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 14,645 973 0.67% 0.67% 196 0 0.0% Q2 2026 Jul 24, 2026
Moisand Fitzgerald Tamayo, LLC History No change 14,599 970 0.09% 0.09% 197 0 0.0% Q2 2026 Jul 13, 2026
FMR LLC History No change 14,411 957 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 13, 2026
Nautilus Advisors LLC History No change 14,246 950 0.56% 0.56% 199 0 0.0% Q2 2026 Jul 14, 2026
Wilkins Miller Wealth Management, LLC History No change 14,005 930 0.51% 0.51% 200 0 0.0% Q2 2026 Jul 21, 2026
RHS Financial, LLC History No change 13,989 929 0.37% 0.37% 201 0 0.0% Q2 2026 Aug 07, 2026
Global Strategic Investment Solutions, LLC History No change 13,757 914 0.08% 0.08% 202 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 13,445 893 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 13,157 874 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 03, 2026
BROWN ADVISORY INC History No change 13,019 865 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
Advocate Investing Services LLC History No change 12,700 843 0.65% 0.65% 206 0 0.0% Q2 2026 Jul 28, 2026
Gladstone Institutional Advisory LLC History No change 12,624 838 0.03% 0.03% 207 0 0.0% Q2 2026 Jul 27, 2026
RKL Wealth Management LLC History No change 12,551 833 0.07% 0.07% 208 0 0.0% Q2 2026 Aug 10, 2026
J2 Capital Management Inc History No change 12,370 821 0.55% 0.55% 209 0 0.0% Q2 2026 Jul 20, 2026
Ridgewood Investments LLC History No change 12,301 817 0.31% 0.31% 210 0 0.0% Q2 2026 Aug 03, 2026
WealthCollab, LLC History No change 12,131 806 0.29% 0.29% 211 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 11,819 785 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 11,456 761 0.08% 0.08% 213 0 0.0% Q2 2026 Jul 13, 2026
Amicus Financial Advisors, LLC History No change 11,208 744 0.18% 0.18% 214 0 0.0% Q2 2026 Jul 20, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 11,155 741 0.8% 0.8% 215 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 11,131 739 0.05% 0.05% 216 0 0.0% Q2 2026 Sep 04, 2026
AWM CAPITAL, LLC History No change 11,107 738 0.06% 0.06% 217 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL SECURITIES, INC. History No change 11,083 736 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 04, 2026
BRIGHTON JONES LLC History No change 11,052 734 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 11, 2026
Insight Advisors, LLC/ PA History No change 11,060 734 0.13% 0.13% 220 0 0.0% Q2 2026 Aug 05, 2026
1832 Asset Management L.P. History No change 11,016 732 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
Wrenne Financial Planning LLC History No change 10,956 728 0.25% 0.25% 222 0 0.0% Q2 2026 Jul 27, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 10,928 726 0.11% 0.11% 223 0 0.0% Q2 2026 Jul 22, 2026
BEAM WEALTH ADVISORS, INC. History No change 10,888 723 0.16% 0.16% 224 0 0.0% Q2 2026 Jul 29, 2026
Darden Wealth Group Inc History No change 10,800 717 0.28% 0.28% 225 0 0.0% Q2 2026 Aug 06, 2026
Diversify Advisory Services, LLC History No change 10,304 715 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 10,304 715 0.01% 0.01% 227 0 0.0% Q2 2026 Jul 29, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 10,756 714 0.03% 0.03% 228 0 0.0% Q2 2026 Jul 21, 2026
Point72 Asset Management, L.P. History No change 10,730 713 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 14, 2026
Garde Capital, Inc. History No change 10,330 686 0.03% 0.03% 230 0 0.0% Q2 2026 Jul 31, 2026
EP Wealth Advisors, LLC History No change 10,316 685 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 11, 2026
Trademark Financial Management, LLC History No change 10,195 677 0.28% 0.28% 232 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 10,011 665 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 9,985 663 0.0% 0.0% 234 0 0.0% Q2 2026 Jul 29, 2026
Parkwoods Wealth Partners, LLC History No change 9,983 663 0.11% 0.11% 235 0 0.0% Q2 2026 Jul 27, 2026
Heck Capital Advisors, LLC History No change 9,631 639 0.04% 0.04% 236 0 0.0% Q2 2026 Jul 10, 2026
Wealthspire Advisors, LLC History No change 9,462 628 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 9,355 621 0.01% 0.01% 238 0 0.0% Q2 2026 Jul 15, 2026
HF Advisory Group, LLC History No change 9,260 615 0.19% 0.19% 239 0 0.0% Q2 2026 Jul 08, 2026
Private Advisor Group, LLC History No change 9,209 611 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 27, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 9,102 604 0.06% 0.06% 241 0 0.0% Q2 2026 Jul 09, 2026
PARK AVENUE SECURITIES LLC History No change 8,848 588 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 8,494 564 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 17, 2026
Landmark Wealth Management, LLC History No change 8,372 556 0.13% 0.13% 244 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial Consulting LLC History No change 8,354 555 0.38% 0.38% 245 0 0.0% Q2 2026 Aug 06, 2026
MBL Wealth, LLC History No change 8,332 553 0.04% 0.04% 246 0 0.0% Q2 2026 Jul 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 8,297 551 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 8,288 551 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 14, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 8,238 547 0.41% 0.41% 249 0 0.0% Q2 2026 Aug 05, 2026
NWAM LLC History No change 8,212 545 0.03% 0.03% 250 0 0.0% Q2 2026 Jul 23, 2026
WESTBOURNE INVESTMENTS, INC. History No change 8,050 534 0.22% 0.22% 251 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 8,049 534 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 7,989 530 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 14, 2026
MBE Wealth Management, LLC History No change 7,851 521 0.18% 0.18% 254 0 0.0% Q2 2026 Jul 24, 2026
FourThought Financial Partners, LLC History No change 7,783 517 0.04% 0.04% 255 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 7,733 513 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 7,712 512 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 7,516 499 0.0% 0.0% 258 0 0.0% Q2 2026 Jul 27, 2026
Quad-Cities Investment Group, LLC History No change 7,480 497 0.18% 0.18% 259 0 0.0% Q2 2026 Jul 07, 2026
Cresset Asset Management, LLC History No change 7,400 491 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 7,385 490 0.01% 0.01% 261 0 0.0% Q2 2026 Jul 22, 2026
Parallel Advisors, LLC History No change 7,308 485 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 05, 2026
MidAtlantic Capital Management, Inc. History No change 6,926 460 0.29% 0.29% 263 0 0.0% Q2 2026 Aug 10, 2026
Upper Left Wealth Management, LLC History No change 6,856 455 0.25% 0.25% 264 0 0.0% Q2 2026 Jul 14, 2026
Janney Montgomery Scott LLC History No change 6,803 452 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 05, 2026
Seaside Wealth Management, Inc. History No change 6,748 448 0.11% 0.11% 266 0 0.0% Q2 2026 Aug 05, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 6,728 447 0.0% 0.0% 267 0 0.0% Q2 2026 Jul 23, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 6,713 446 0.06% 0.06% 268 0 0.0% Q2 2026 Jul 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 6,710 445 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 6,144 408 0.02% 0.02% 270 0 0.0% Q2 2026 Jul 27, 2026
Destiny Capital Corp/CO History No change 6,095 405 0.19% 0.19% 271 0 0.0% Q2 2026 Aug 10, 2026
Krane Financial Solutions LLC History No change 6,041 401 0.25% 0.25% 272 0 0.0% Q2 2026 Aug 12, 2026
VERITY Wealth Advisors History No change 5,996 398 0.24% 0.24% 273 0 0.0% Q2 2026 Jul 16, 2026
TRUIST FINANCIAL CORP History No change 5,959 395 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 28, 2026
RDA Financial Network History No change 5,893 391 0.09% 0.09% 275 0 0.0% Q2 2026 Jul 06, 2026
KLINGENSTEIN FIELDS & CO LP History No change 5,867 389 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 05, 2026
Forvis Mazars Wealth Advisors, LLC History No change 5,706 379 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 10, 2026
RVW Wealth, LLC History No change 5,717 379 0.02% 0.02% 278 0 0.0% Q2 2026 Jul 07, 2026
Ashton Thomas Private Wealth, LLC History No change 5,706 379 0.01% 0.01% 279 0 0.0% Q2 2026 Jul 29, 2026
FORTE ASSET MANAGEMENT LLC History No change 5,695 378 0.15% 0.15% 280 0 0.0% Q2 2026 Jul 21, 2026
YHB Investment Advisors, Inc. History No change 5,605 372 0.02% 0.02% 281 0 0.0% Q2 2026 Jul 14, 2026
Fingerlakes Wealth Management, Inc. History No change 5,573 370 0.2% 0.2% 282 0 0.0% Q2 2026 Jul 23, 2026
Y-Intercept (Hong Kong) Ltd History No change 5,550 368 0.01% 0.01% 283 0 0.0% Q2 2026 Jul 13, 2026
REDW Wealth LLC History No change 5,523 366 0.13% 0.13% 284 0 0.0% Q2 2026 Jul 30, 2026
OneAscent Financial Services LLC History No change 5,460 362 0.02% 0.02% 285 0 0.0% Q2 2026 Aug 11, 2026
CGN Advisors LLC History No change 5,433 360 0.03% 0.03% 286 0 0.0% Q2 2026 Jul 06, 2026
Redwood Financial Network Corp History No change 5,175 343 0.19% 0.19% 287 0 0.0% Q2 2026 Aug 07, 2026
Daiwa Securities Group Inc. History No change 5,115 339 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 31, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History No change 5,100 339 0.16% 0.16% 289 0 0.0% Q2 2026 Jul 28, 2026
Gerber Kawasaki Wealth & Investment Management History No change 5,085 337 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 07, 2026
Hexagon Capital Partners LLC History No change 4,994 331 0.05% 0.05% 291 0 0.0% Q2 2026 Aug 06, 2026
Tidemark, LLC History No change 4,926 327 0.07% 0.07% 292 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 4,872 323 0.03% 0.03% 293 0 0.0% Q2 2026 Jul 29, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 4,851 322 0.13% 0.13% 294 0 0.0% Q2 2026 Jul 20, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 4,801 319 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 11, 2026
Finley Financial, LLC History No change 4,780 317 0.13% 0.13% 296 0 0.0% Q2 2026 Jul 08, 2026
NWF Advisory Services Inc. History No change 4,598 305 0.03% 0.03% 297 0 0.0% Q2 2026 Jul 29, 2026
GWN SECURITIES INC. History No change 4,576 304 0.05% 0.05% 298 0 0.0% Q2 2026 Aug 05, 2026
PDS Planning, Inc History No change 4,429 294 0.02% 0.02% 299 0 0.0% Q2 2026 Aug 05, 2026
Prosperity Financial Group, Inc. History No change 4,396 292 0.09% 0.09% 300 0 0.0% Q2 2026 Jul 28, 2026
Platform Technology Partners History No change 4,307 286 0.05% 0.05% 301 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,259 283 0.02% 0.02% 302 0 0.0% Q2 2026 Jul 22, 2026
Capstone Financial Advisors, Inc. History No change 4,148 275 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 4,151 275 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 10, 2026
Global Retirement Partners, LLC History No change 4,134 274 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 06, 2026
HORAN Wealth, LLC History No change 4,094 272 0.03% 0.03% 306 0 0.0% Q2 2026 Aug 26, 2026
Sequoia Financial Advisors, LLC History No change 4,091 271 0.0% 0.0% 307 0 0.0% Q2 2026 Jul 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 4,067 270 0.05% 0.05% 308 0 0.0% Q2 2026 Aug 06, 2026
CARDIFF PARK ADVISORS, LLC History No change 4,049 269 0.02% 0.02% 309 0 0.0% Q2 2026 Aug 14, 2026
Aletheian Wealth Advisors LLC History No change 4,047 268 0.11% 0.11% 310 0 0.0% Q2 2026 Jul 08, 2026
EPIQ PARTNERS, LLC History No change 4,022 267 0.11% 0.11% 311 0 0.0% Q2 2026 Jul 07, 2026
Jackson, Grant Investment Advisers, Inc. History No change 4,018 266 0.08% 0.08% 312 0 0.0% Q2 2026 Jul 31, 2026
Olde Wealth Management, LLC History No change 4,010 266 0.08% 0.08% 313 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 3,989 265 0.0% 0.0% 314 0 0.0% Q2 2026 Jul 24, 2026
Goodwin Investment Advisory History No change 3,921 260 0.52% 0.52% 315 0 0.0% Q2 2026 Aug 19, 2026
IVC Wealth Advisors LLC History No change 3,875 257 0.1% 0.1% 316 0 0.0% Q2 2026 Jul 14, 2026
Onyx Bridge Wealth Group LLC History No change 3,851 255 0.02% 0.02% 317 0 0.0% Q2 2026 Jul 23, 2026
IRON Financial LLC History No change 3,809 253 0.1% 0.1% 318 0 0.0% Q2 2026 Jul 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 3,806 252 0.01% 0.01% 319 0 0.0% Q2 2026 Jul 22, 2026
Wilmington Savings Fund Society, FSB History No change 3,697 245 0.01% 0.01% 320 0 0.0% Q2 2026 Jul 28, 2026
Sharper & Granite LLC History No change 3,675 244 0.08% 0.08% 321 0 0.0% Q2 2026 Jul 16, 2026
Values Added Financial LLC History No change 3,660 243 0.09% 0.09% 322 0 0.0% Q2 2026 Jul 27, 2026
Roundview Capital LLC History No change 3,597 239 0.01% 0.01% 323 0 0.0% Q2 2026 Jul 30, 2026
Capital Analysts, LLC History No change 3,583 238 0.01% 0.01% 324 0 0.0% Q2 2026 Aug 05, 2026
Tortoise Investment Management, LLC History No change 3,555 236 0.02% 0.02% 325 0 0.0% Q2 2026 Aug 07, 2026
Westfuller Advisors, LLC History No change 3,538 235 0.09% 0.09% 326 0 0.0% Q2 2026 Jul 29, 2026
Braun-Bostich & Associates Inc. History No change 3,473 230 0.13% 0.13% 327 0 0.0% Q2 2026 Jul 24, 2026
LGL PARTNERS, LLC History No change 3,447 229 0.08% 0.08% 328 0 0.0% Q2 2026 Jul 27, 2026
Trivium Point Advisory, LLC History No change 3,385 224 0.02% 0.02% 329 0 0.0% Q2 2026 Aug 06, 2026
SAX WEALTH ADVISORS, LLC History No change 3,767 222 0.01% 0.01% 330 0 0.0% Q2 2026 Jul 09, 2026
Synergy Asset Management, LLC History No change 3,334 221 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,312 220 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 07, 2026
Advisory Alpha, LLC History No change 3,295 219 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 11, 2026
DV Trading LLC History No change 3,300 219 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 14, 2026
FSA Investment Group, LLC History No change 3,291 218 0.07% 0.07% 335 0 0.0% Q2 2026 Jul 17, 2026
BAILARD, INC. History No change 3,237 215 0.0% 0.0% 336 0 0.0% Q2 2026 Jul 30, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 3,223 214 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 05, 2026
HCR Wealth Advisors History No change 3,210 213 0.02% 0.02% 338 0 0.0% Q2 2026 Jul 13, 2026
CIBC Bancorp USA Inc. History No change 3,198 212 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History No change 3,170 210 0.02% 0.02% 340 0 0.0% Q2 2026 Jul 06, 2026
Members Trust Co History No change 3,115 206 0.01% 0.01% 341 0 0.0% Q2 2026 Jul 31, 2026
Vawter Financial, Ltd. History No change 3,092 205 0.08% 0.08% 342 0 0.0% Q2 2026 Jul 24, 2026
E6 Portfolios, LLC History No change 3,054 202 0.16% 0.16% 343 0 0.0% Q2 2026 Aug 10, 2026
Symphony Financial, Ltd. Co. History No change 2,988 201 0.02% 0.02% 344 0 0.0% Q2 2026 Aug 03, 2026
Veracity Capital LLC History No change 3,038 201 0.05% 0.05% 345 0 0.0% Q2 2026 Jul 10, 2026
Qube Research & Technologies Ltd History No change 2,987 198 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 2,726 181 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 06, 2026
Biltmore Family Office, LLC History No change 2,306 153 0.02% 0.02% 348 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 1,997 132 0.01% 0.01% 349 0 0.0% Q2 2026 Jul 30, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1,736 115 0.04% 0.04% 350 0 0.0% Q2 2026 Jul 17, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,700 112 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 1,677 111 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 06, 2026
Aptus Capital Advisors, LLC History No change 1,646 109 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 12, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,629 108 0.02% 0.02% 354 0 0.0% Q2 2026 Jul 21, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,550 102 0.01% 0.01% 355 0 0.0% Q2 2026 Jul 22, 2026
BANK OF MONTREAL /CAN/ History No change 1,469 97 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 12, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1,385 92 0.01% 0.01% 357 0 0.0% Q2 2026 Jul 27, 2026
Financial Perspectives, Inc History No change 1,327 88 0.02% 0.02% 358 0 0.0% Q2 2026 Jul 24, 2026
Federation des caisses Desjardins du Quebec History No change 1,238 82 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 13, 2026
Copia Wealth Management History No change 1,247 82 0.05% 0.05% 360 0 0.0% Q2 2026 Aug 17, 2026
HARBOUR INVESTMENTS, INC. History No change 1,203 79 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,173 77 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 04, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,168 77 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 12, 2026
Summit Wealth Group, LLC History No change 1,113 73 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 04, 2026
FIRST HORIZON CORP History No change 928 61 0.0% 0.0% 365 0 0.0% Q2 2026 Jul 20, 2026
Fairscale Capital, LLC History No change 906 60 0.04% 0.04% 366 0 0.0% Q2 2026 Aug 07, 2026
UMB Bank, n.a. History No change 900 59 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 900 59 0.02% 0.02% 368 0 0.0% Q2 2026 Aug 07, 2026
AdvisorNet Financial, Inc History No change 861 57 0.0% 0.0% 369 0 0.0% Q2 2026 Jul 23, 2026
PlanVest Financial, Inc History No change 858 57 0.04% 0.04% 370 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 823 54 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 11, 2026
Synergy Investment Management, LLC History No change 809 53 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 738 49 0.0% 0.0% 373 0 0.0% Q2 2026 Jul 30, 2026
Steward Partners Investment Advisory, LLC History No change 742 49 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 13, 2026
First Command Advisory Services, Inc. History No change 725 48 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 10, 2026
Cape Investment Advisory, Inc. History No change 732 48 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 709 47 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 12, 2026
CENTRAL TRUST Co History No change 716 47 0.0% 0.0% 378 0 0.0% Q2 2026 Jul 31, 2026
Archer Investment Corp History No change 692 45 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 03, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 661 43 0.03% 0.03% 380 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 643 42 0.0% 0.0% 381 0 0.0% Q2 2026 Jul 23, 2026
Meramec Financial Planners, LLC History No change 579 40 0.01% 0.01% 382 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE TRUST CO NA History No change 593 39 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 28, 2026
Smithfield Trust Co History No change 521 35 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 484 32 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 13, 2026
Robinswood Financial LLC History No change 480 31 0.01% 0.01% 386 0 0.0% Q2 2026 Jul 14, 2026
CITIGROUP INC History No change 415 27 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 03, 2026
EverSource Wealth Advisors, LLC History No change 370 24 0.0% 0.0% 388 0 0.0% Q2 2026 Jul 24, 2026
Continuum Advisory, LLC History No change 372 24 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 06, 2026
Truvestments Capital LLC History No change 353 23 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 12, 2026
Brooklyn FI, LLC History No change 336 23 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 04, 2026
Hilton Head Capital Partners, LLC History No change 350 23 0.01% 0.01% 392 0 0.0% Q2 2026 Jul 27, 2026
Miller Capital Partners, Inc. History No change 350 23 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 12, 2026
Investors Research Corp History No change 331 21 0.0% 0.0% 394 0 0.0% Q2 2026 Jul 10, 2026
ASSETMARK, INC History No change 306 20 0.0% 0.0% 395 0 0.0% Q2 2026 Jul 30, 2026
Hanson & Doremus Investment Management History No change 300 20 0.0% 0.0% 396 0 0.0% Q2 2026 Jul 29, 2026
Dunhill Financial, LLC History No change 314 20 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 07, 2026
CGC Financial Services, LLC History No change 310 20 0.0% 0.0% 398 0 0.0% Q2 2026 Jul 13, 2026
Legacy Bridge, LLC History No change 291 19 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 296 19 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 275 18 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 237 15 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 11, 2026
Catherine Avery Investment Management LLC History No change 239 15 0.01% 0.01% 403 0 0.0% Q2 2026 Jul 27, 2026
North Star Investment Management Corp. History No change 218 14 0.0% 0.0% 404 0 0.0% Q2 2026 Jul 28, 2026
CX Institutional History Added to 206 13 0.0% 0.0% 406 +10 5.1% Q3 2026 Oct 02, 2026
TOMPKINS FINANCIAL CORP History No change 210 13 0.0% 0.0% 405 0 0.0% Q2 2026 Jul 15, 2026
Vanguard National Trust Co History No change 209 13 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 200 13 0.0% 0.0% 408 0 0.0% Q2 2026 Jul 22, 2026
MATHER GROUP, LLC. History No change 181 12 0.0% 0.0% 409 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 189 12 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 165 10 0.0% 0.0% 411 0 0.0% Q2 2026 Sep 02, 2026
Capital Investment Advisory Services, LLC History No change 158 10 0.0% 0.0% 412 0 0.0% Q2 2026 Jul 23, 2026
Caitlin John, LLC History No change 139 9 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 17, 2026
MCF Advisors LLC History No change 118 7 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 12, 2026
Realta Investment Advisors History No change 107 7 0.0% 0.0% 415 0 0.0% Q2 2026 Jul 20, 2026
Godfrey Financial Associates, Inc. History No change 106 7 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 11, 2026
LANARK FINANCIAL, INC. History No change 100 6 0.0% 0.0% 417 0 0.0% Q2 2026 Jul 21, 2026
Ancora Advisors LLC History No change 100 6 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 98 6 0.0% 0.0% 419 0 0.0% Q2 2026 Jul 22, 2026
High Note Wealth, LLC History No change 96 6 0.0% 0.0% 420 0 0.0% Q2 2026 Jul 23, 2026
Strive Financial Group ,LLC History No change 93 6 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 14, 2026
Quantum Portfolio Management LLC History No change 82 5 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Investment Management History No change 80 5 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 06, 2026
Index Technologies Group LLC History No change 82 5 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 14, 2026
Oakmont Advisory Group, LLC History No change 84 5 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 90 5 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 83 5 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 12, 2026
IAG Wealth Partners, LLC History No change 75 4 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 06, 2026
Allspring Global Investments Holdings, LLC History No change 62 4 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 49 3 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 58 3 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 47 3 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 14, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 48 3 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 06, 2026
Valued Wealth Advisors LLC History No change 41 2 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 20, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MV CAPITAL MANAGEMENT, INC. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Banque Cantonale Vaudoise History No change 12,057 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Key FInancial Inc History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Paladin Advisory Group, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Abound Wealth Management History No change 11 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Buck Wealth Strategies, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Bear Mountain Capital, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026