iSHARES TRUST - USXF
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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,736,939 | 190,080 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BlackRock, Inc. | History | No change | 2,153,160 | 149,536 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 999,571 | 69,420 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 862,590 | 59,906 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 531,659 | 36,406 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 504,269 | 35,021 | 0.17% | 0.17% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 337,552 | 23,442 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 306,440 | 21,282 | 0.13% | 0.13% | 8 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 289,925 | 20,135 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 245,165 | 17,026 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | No change | 227,544 | 15,223 | 0.21% | 0.21% | 11 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 198,105 | 13,758 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPINNAKER TRUST | History | No change | 155,820 | 10,821 | 0.53% | 0.53% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 150,992 | 10,487 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 143,096 | 9,938 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 140,492 | 9,757 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 138,023 | 9,585 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 129,948 | 9,024 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 127,807 | 8,876 | 1.19% | 1.19% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 108,894 | 7,562 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pathstone Holdings, LLC | History | No change | 107,355 | 7,455 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 106,340 | 7,385 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 103,607 | 7,195 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 102,543 | 7,121 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Decker Retirement Planning Inc. | History | No change | 99,061 | 6,879 | 2.34% | 2.34% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 97,385 | 6,763 | 4.22% | 4.22% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 96,764 | 6,720 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 90,026 | 6,222 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOFI WEALTH, LLC | History | No change | 87,855 | 6,101 | 0.25% | 0.25% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 89,203 | 6,071 | 0.43% | 0.43% | 30 | +1,151 | 1.31% | Q3 2026 | Oct 05, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 81,647 | 5,670 | 5.14% | 5.14% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 80,732 | 5,606 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Highland Financial Advisors, LLC | History | No change | 77,452 | 5,379 | 1.18% | 1.18% | 33 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 77,300 | 5,368 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 76,314 | 5,300 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | No change | 71,552 | 4,969 | 0.55% | 0.55% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accredited Investors Inc. | History | No change | 71,097 | 4,937 | 0.21% | 0.21% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 69,001 | 4,792 | 0.55% | 0.55% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 68,613 | 4,765 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atwater Malick LLC | History | No change | 68,225 | 4,738 | 1.03% | 1.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 66,279 | 4,603 | 3.26% | 3.26% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 63,624 | 4,418 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 62,998 | 4,375 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GenWealth Group, Inc. | History | No change | 61,136 | 4,245 | 0.66% | 0.66% | 44 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 60,517 | 4,202 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | No change | 60,270 | 4,185 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 59,297 | 4,118 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Archer Investment Management, LLC | History | No change | 57,487 | 3,992 | 1.36% | 1.36% | 48 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 55,471 | 3,852 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ally Invest Advisors Inc. | History | No change | 52,573 | 3,651 | 0.22% | 0.22% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 51,326 | 3,564 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 48,246 | 3,350 | 1.8% | 1.8% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 47,338 | 3,287 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CGC Financial Services, LLC | History | No change | 45,053 | 3,128 | 0.7% | 0.7% | 54 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 45,022 | 3,126 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 42,360 | 2,941 | 0.46% | 0.46% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 41,028 | 2,849 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 41,174 | 2,815 | 0.37% | 0.37% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equita Financial Network, Inc. | History | No change | 40,479 | 2,811 | 0.78% | 0.78% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 39,388 | 2,735 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 38,504 | 2,674 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 38,474 | 2,672 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Perigon Wealth Management, LLC | History | No change | 38,347 | 2,663 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 38,337 | 2,662 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 38,334 | 2,662 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 38,192 | 2,652 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 37,591 | 2,610 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Values Added Financial LLC | History | No change | 37,216 | 2,584 | 0.93% | 0.93% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 36,954 | 2,566 | 1.54% | 1.54% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Skyline Advisors, Inc. | History | No change | 36,174 | 2,512 | 0.79% | 0.79% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sharkey, Howes & Javer | History | No change | 35,645 | 2,475 | 0.3% | 0.3% | 71 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 35,143 | 2,443 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 34,489 | 2,395 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 33,782 | 2,346 | 1.81% | 1.81% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 33,003 | 2,292 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 30,281 | 2,103 | 0.17% | 0.17% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 28,405 | 1,940 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | No change | 27,933 | 1,939 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 28,108 | 1,929 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SigFig Wealth Management, LLC | History | No change | 28,043 | 1,920 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 26,841 | 1,864 | 0.11% | 0.11% | 81 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VERITY Wealth Advisors | History | No change | 26,467 | 1,838 | 1.11% | 1.11% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Optas, LLC | History | No change | 26,375 | 1,831 | 0.26% | 0.26% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 25,210 | 1,750 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnus Financial Group LLC | History | No change | 24,666 | 1,713 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 24,294 | 1,687 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 23,779 | 1,651 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 23,730 | 1,648 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 22,714 | 1,577 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 21,455 | 1,490 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| National Wealth Management Group, LLC | History | No change | 21,186 | 1,471 | 0.45% | 0.45% | 91 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 20,975 | 1,456 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 20,504 | 1,424 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 19,943 | 1,385 | 0.76% | 0.76% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Analysts, LLC | History | No change | 19,855 | 1,379 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RKL Wealth Management LLC | History | No change | 19,754 | 1,371 | 0.11% | 0.11% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aufman Associates Inc | History | No change | 18,217 | 1,265 | 0.5% | 0.5% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 18,150 | 1,260 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MA Private Wealth | History | No change | 17,594 | 1,221 | 0.18% | 0.18% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 16,049 | 1,114 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 15,977 | 1,109 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 15,777 | 1,095 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stewardship Advisors, LLC | History | No change | 15,666 | 1,088 | 0.23% | 0.23% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 15,918 | 1,072 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 14,905 | 1,035 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 14,903 | 1,035 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 14,215 | 987 | 0.26% | 0.26% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 14,110 | 979 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 13,896 | 965 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 13,302 | 923 | 0.14% | 0.14% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 13,076 | 908 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 12,989 | 902 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 12,819 | 890 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 12,741 | 884 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 12,837 | 877 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 12,249 | 850 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 12,212 | 848 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 12,208 | 847 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,910 | 827 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 11,674 | 819 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 11,775 | 817 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JMG Financial Group, Ltd. | History | No change | 11,633 | 807 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Asempa Wealth Advisors | History | No change | 11,548 | 802 | 0.6% | 0.6% | 123 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| World Investment Advisors | History | No change | 14,282 | 797 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 11,324 | 786 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 11,569 | 765 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 11,569 | 765 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GGM Financial LLC | History | No change | 10,628 | 738 | 0.28% | 0.28% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 10,496 | 728 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 10,423 | 723 | 0.2% | 0.2% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Navigation Group, LLC | History | No change | 10,358 | 719 | 0.14% | 0.14% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J. Mark Nickell & Co. | History | No change | 4,594 | 708 | 0.56% | 0.56% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Services | History | No change | 10,177 | 706 | 0.18% | 0.18% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| eCIO, Inc. | History | No change | 10,104 | 701 | 0.2% | 0.2% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 9,906 | 687 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 9,731 | 675 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 9,190 | 638 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valmark Advisers, Inc. | History | No change | 9,108 | 632 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 9,004 | 625 | 0.15% | 0.15% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 8,916 | 619 | 0.35% | 0.35% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GTS FINANCIAL, LLC | History | No change | 11,471 | 618 | 0.45% | 0.45% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 8,727 | 606 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| West Wealth Group, LLC | History | No change | 8,606 | 597 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 8,405 | 583 | 0.2% | 0.2% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 8,355 | 580 | 0.16% | 0.16% | 145 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 8,194 | 569 | 0.15% | 0.15% | 146 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,087 | 561 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RCS Financial Planning, LLC | History | No change | 8,063 | 559 | 0.26% | 0.26% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 7,956 | 552 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 7,948 | 551 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,865 | 546 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,656 | 531 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crew Capital Management, Ltd | History | No change | 7,636 | 530 | 0.29% | 0.29% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THEORY FINANCIAL LLC | History | No change | 7,642 | 530 | 0.17% | 0.17% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | No change | 7,568 | 525 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 7,546 | 524 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| F/m Investments LLC | History | No change | 7,636 | 522 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WIN ADVISORS, INC | History | No change | 7,491 | 520 | 0.19% | 0.19% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 7,233 | 502 | 0.12% | 0.12% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Attessa Capital LLC | History | No change | 7,136 | 495 | 0.22% | 0.22% | 160 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 7,083 | 491 | 0.14% | 0.14% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 7,249 | 487 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 7,020 | 487 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Mariner, LLC | History | No change | 6,989 | 485 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQ LLC | History | No change | 6,834 | 474 | 0.12% | 0.12% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 6,473 | 449 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tortoise Investment Management, LLC | History | No change | 6,477 | 449 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 6,422 | 446 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBE Wealth Management, LLC | History | No change | 6,339 | 440 | 0.15% | 0.15% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AGF MANAGEMENT LTD | History | No change | 6,200 | 430 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 6,085 | 422 | 0.08% | 0.08% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 6,030 | 418 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 5,891 | 409 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Curtis Advisory Group, LLC | History | No change | 5,884 | 408 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,842 | 405 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 5,757 | 399 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Venturi Wealth Management, LLC | History | No change | 5,731 | 398 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Milestone Investment Advisors LLC | History | No change | 5,737 | 398 | 0.09% | 0.09% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | No change | 5,664 | 393 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FMR LLC | History | No change | 5,631 | 391 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | No change | 5,554 | 385 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 5,521 | 383 | 0.36% | 0.36% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keel Point, LLC | History | No change | 5,466 | 379 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 5,411 | 375 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 5,405 | 375 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 5,411 | 375 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, LLC | History | No change | 5,397 | 374 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Traveka Wealth, LLC | History | No change | 5,378 | 373 | 0.12% | 0.12% | 188 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 5,322 | 369 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Maia Wealth LLC | History | No change | 5,313 | 368 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,256 | 364 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WBH ADVISORY INC | History | No change | 5,206 | 361 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Curi Capital, LLC | History | No change | 5,194 | 360 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,163 | 358 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 5,158 | 358 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 5,102 | 354 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WARNER FINANCIAL, INC | History | No change | 4,931 | 342 | 0.1% | 0.1% | 197 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Investment Management, LLC | History | No change | 4,814 | 334 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 4,769 | 331 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 4,744 | 329 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,871 | 326 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 4,637 | 322 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,600 | 319 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 4,565 | 317 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Northern Capital Management, Inc. | History | No change | 4,455 | 309 | 0.13% | 0.13% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SEVEN MILE ADVISORY | History | No change | 4,451 | 309 | 0.21% | 0.21% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goldstein Advisors, LLC | History | No change | 4,437 | 308 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bison Wealth, LLC | History | No change | 4,442 | 302 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 4,281 | 297 | 0.14% | 0.14% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,250 | 295 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 4,200 | 291 | 0.13% | 0.13% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 4,134 | 287 | 0.22% | 0.22% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ArborFi Advisors, LLC | History | No change | 4,102 | 284 | 0.21% | 0.21% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 4,042 | 280 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AIRE ADVISORS, LLC | History | No change | 3,907 | 271 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 3,874 | 269 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JB Capital LLC | History | No change | 3,834 | 266 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vantus Wealth LLC | History | No change | 3,831 | 266 | 0.14% | 0.14% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 3,784 | 262 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 3,774 | 262 | 0.15% | 0.15% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,764 | 261 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,706 | 257 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Investment Management, LLC | History | No change | 3,702 | 257 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advyzon Investment Management, LLC | History | No change | 3,701 | 257 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,679 | 255 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 3,641 | 252 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 3,637 | 252 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Wealth Group Ltd | History | No change | 3,564 | 247 | 0.05% | 0.05% | 228 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 3,555 | 246 | 0.14% | 0.14% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Carnegie Investment Counsel | History | No change | 3,529 | 245 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quantinno Capital Management LP | History | No change | 3,537 | 245 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | No change | 3,804 | 244 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,500 | 243 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acropolis Investment Management, LLC | History | No change | 3,400 | 236 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WRAPMANAGER INC | History | No change | 3,378 | 234 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF HAWAII | History | No change | 3,294 | 228 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Busey Bank | History | No change | 3,247 | 225 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 3,206 | 222 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,183 | 221 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 3,117 | 216 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3,121 | 216 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 3,081 | 213 | 0.14% | 0.14% | 242 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,071 | 213 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 3,114 | 212 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 3,043 | 211 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 3,033 | 210 | 0.12% | 0.12% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,014 | 209 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PW Nova Financial Services LLC | History | No change | 3,005 | 208 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 2,989 | 207 | 0.12% | 0.12% | 249 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Accel Wealth Management | History | No change | 2,898 | 201 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,891 | 200 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 2,881 | 200 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 2,405 | 167 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,270 | 157 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 2,237 | 155 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,966 | 136 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,923 | 133 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,792 | 124 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,615 | 112 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,592 | 110 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Archer Investment Corp | History | No change | 1,457 | 101 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,431 | 99 | 0.06% | 0.06% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRUDENTIAL PLC | History | No change | 1,400 | 97 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossmore Private Capital | History | No change | 1,403 | 97 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,392 | 96 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 1,114 | 77 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 998 | 69 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | No change | 995 | 69 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 932 | 64 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atomic Invest LLC | History | No change | 939 | 64 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 825 | 57 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | No change | 803 | 55 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 729 | 50 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 728 | 50 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BIRCHBROOK, INC. | History | No change | 729 | 50 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 607 | 49 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 634 | 44 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 526 | 36 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 492 | 33 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 469 | 32 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | No change | 433 | 30 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 421 | 29 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NBT BANK, N.A. | History | No change | 392 | 27 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 388 | 26 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 377 | 26 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WealthShield Partners, LLC | History | No change | 313 | 21 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 292 | 20 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kennebec Savings Bank | History | No change | 260 | 18 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kilter Group LLC | History | No change | 241 | 16 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 230 | 15 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 216 | 15 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 214 | 14 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 160 | 11 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NFSG Corp | History | No change | 130 | 9 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 126 | 8 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 48 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 53 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abound Wealth Management | History | No change | 50 | 3 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dunhill Financial, LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |