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.
Showing first 300 of
320 rows for faster page load.
Load all rows.
Rows: 0
| 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 | Reduced | 2,736,939 | 190,080 | 0.04% | 0.04% | 1 | -49,722 | -1.78% | Q2 2026 | Sep 23, 2026 |
| BlackRock, Inc. | History | Reduced | 2,153,160 | 149,536 | 0.0% | 0.0% | 2 | -217,735 | -9.18% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Added to | 999,571 | 69,420 | 0.02% | 0.01% | 3 | +29,507 | 3.04% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 862,590 | 59,906 | 0.05% | 0.04% | 4 | -13,503 | -1.54% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 531,659 | 36,406 | 0.0% | 0.0% | 5 | +10,736 | 2.06% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 504,269 | 35,021 | 0.17% | 0.16% | 6 | -14,291 | -2.76% | Q2 2026 | Sep 23, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 337,552 | 23,442 | 0.02% | 0.02% | 7 | -34,324 | -9.23% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 306,440 | 21,282 | 0.13% | 0.13% | 8 | -3,816 | -1.23% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Reduced | 289,925 | 20,135 | 0.09% | 0.06% | 9 | -95 | -0.03% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Added to | 245,165 | 17,026 | 0.02% | 0.01% | 10 | +12,911 | 5.56% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Reduced | 227,544 | 15,223 | 0.21% | 0.21% | 11 | -1,677 | -0.73% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 198,105 | 13,758 | 0.03% | 0.03% | 12 | +33,001 | 19.99% | Q2 2026 | Aug 07, 2026 |
| SPINNAKER TRUST | History | Reduced | 155,820 | 10,821 | 0.53% | 0.48% | 13 | -140 | -0.09% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 150,992 | 10,487 | 0.0% | 0.0% | 14 | +19,781 | 15.08% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 143,096 | 9,938 | 0.0% | 0.0% | 15 | +9,324 | 6.97% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 140,492 | 9,757 | 0.0% | 0.0% | 16 | +10,850 | 8.37% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 138,023 | 9,585 | 0.0% | 0.0% | 17 | +915 | 0.67% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 129,948 | 9,024 | 0.01% | 0.0% | 18 | +113,450 | 687.66% | Q2 2026 | Aug 05, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 127,807 | 8,876 | 1.19% | 1.06% | 19 | +1,022 | 0.81% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 108,894 | 7,562 | 0.04% | 0.03% | 20 | +12,988 | 13.54% | Q2 2026 | Aug 18, 2026 |
| Pathstone Holdings, LLC | History | Added to | 107,355 | 7,455 | 0.02% | 0.02% | 21 | +13,389 | 14.25% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 106,340 | 7,385 | 0.0% | 0.0% | 22 | +2,545 | 2.45% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 103,607 | 7,195 | 0.01% | 0.01% | 23 | -2,478 | -2.34% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 102,543 | 7,121 | 0.07% | 0.06% | 24 | +2,085 | 2.08% | Q2 2026 | Aug 07, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 99,061 | 6,879 | 2.34% | 2.34% | 25 | +5,653 | 6.05% | Q2 2026 | Jul 16, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 97,385 | 6,763 | 4.22% | 4.03% | 26 | -6,714 | -6.45% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 96,764 | 6,720 | 0.01% | 0.01% | 27 | +294 | 0.3% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 90,026 | 6,222 | 0.01% | 0.01% | 28 | +8,062 | 9.84% | Q2 2026 | Aug 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 88,052 | 6,115 | 0.43% | — | 29 | +88,052 | New | Q2 2026 | Jul 15, 2026 |
| SOFI WEALTH, LLC | History | Added to | 87,855 | 6,101 | 0.25% | 0.2% | 30 | +14,388 | 19.58% | Q2 2026 | Aug 10, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 81,647 | 5,670 | 5.14% | — | 31 | +81,647 | New | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | Added to | 80,732 | 5,606 | 0.01% | 0.01% | 32 | +1,985 | 2.52% | Q2 2026 | Jul 30, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 77,452 | 5,379 | 1.18% | 0.7% | 33 | +29,248 | 60.68% | 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 | Added to | 76,314 | 5,300 | 0.01% | 0.01% | 35 | +9,008 | 13.38% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 71,552 | 4,969 | 0.55% | 0.5% | 36 | -641 | -0.89% | Q2 2026 | Aug 06, 2026 |
| Accredited Investors Inc. | History | Added to | 71,097 | 4,937 | 0.21% | 0.21% | 37 | +451 | 0.64% | Q2 2026 | Jul 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 69,001 | 4,792 | 0.55% | 0.51% | 38 | -420 | -0.61% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 68,613 | 4,765 | 0.0% | 0.0% | 39 | +2,157 | 3.25% | Q2 2026 | Aug 14, 2026 |
| Atwater Malick LLC | History | No change | 68,225 | 4,738 | 1.03% | 1.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avise Financial Cooperative, Inc. | History | Reduced | 66,279 | 4,603 | 3.26% | 3.26% | 41 | -5,168 | -7.23% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 63,624 | 4,418 | 0.03% | 0.03% | 42 | +786 | 1.25% | Q2 2026 | Sep 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 62,998 | 4,375 | 0.01% | 0.01% | 43 | +3,593 | 6.05% | Q2 2026 | Jul 27, 2026 |
| GenWealth Group, Inc. | History | Reduced | 61,136 | 4,245 | 0.66% | 0.61% | 44 | -3,839 | -5.91% | Q2 2026 | Jul 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 60,517 | 4,202 | 0.01% | 0.01% | 45 | +4,649 | 8.32% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 60,270 | 4,185 | 0.13% | 0.1% | 46 | +9,668 | 19.11% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 59,297 | 4,118 | 0.01% | 0.0% | 47 | +1,679 | 2.91% | Q2 2026 | Jul 29, 2026 |
| Archer Investment Management, LLC | History | Reduced | 57,487 | 3,992 | 1.36% | 1.99% | 48 | -28,358 | -33.03% | Q2 2026 | Jul 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 55,471 | 3,852 | 0.02% | 0.02% | 49 | +1,854 | 3.46% | Q2 2026 | Aug 13, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 52,573 | 3,651 | 0.22% | 0.19% | 50 | +1,009 | 1.96% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 51,326 | 3,564 | 0.04% | 0.05% | 51 | -4,380 | -7.86% | Q2 2026 | Aug 13, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 48,246 | 3,350 | 1.8% | 1.7% | 52 | +342 | 0.71% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 47,338 | 3,287 | 0.03% | 0.02% | 53 | +2,502 | 5.58% | Q2 2026 | Aug 14, 2026 |
| CGC Financial Services, LLC | History | Reduced | 45,053 | 3,128 | 0.7% | 0.85% | 54 | -8,217 | -15.43% | Q2 2026 | Jul 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 45,022 | 3,126 | 0.01% | — | 55 | +45,022 | New | Q2 2026 | Aug 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 42,360 | 2,941 | 0.46% | 0.41% | 56 | -195 | -0.46% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Added to | 41,028 | 2,849 | 0.01% | 0.01% | 57 | +14,478 | 54.53% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 41,174 | 2,815 | 0.37% | 0.37% | 58 | -1,481 | -3.47% | Q2 2026 | Jul 22, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 40,479 | 2,811 | 0.78% | 0.71% | 59 | -201 | -0.49% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | Added to | 39,388 | 2,735 | 0.01% | 0.01% | 60 | +917 | 2.38% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 38,504 | 2,674 | 0.01% | 0.01% | 61 | +2,836 | 7.95% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 38,474 | 2,672 | 0.02% | 0.02% | 62 | +1,728 | 4.7% | Q2 2026 | Jul 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 38,347 | 2,663 | 0.04% | 0.04% | 63 | +2,658 | 7.45% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,334 | 2,662 | 0.01% | 0.01% | 65 | +5,184 | 15.64% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 38,337 | 2,662 | 0.02% | 0.02% | 64 | -2,828 | -6.87% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 38,192 | 2,652 | 0.03% | 0.02% | 66 | +81 | 0.21% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 37,591 | 2,610 | 0.0% | 0.0% | 67 | -1,439 | -3.69% | Q2 2026 | Aug 06, 2026 |
| Values Added Financial LLC | History | Added to | 37,216 | 2,584 | 0.93% | 0.81% | 68 | +2,319 | 6.65% | Q2 2026 | Jul 27, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 36,954 | 2,566 | 1.54% | 1.36% | 69 | +1,263 | 3.54% | Q2 2026 | Aug 07, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 36,174 | 2,512 | 0.79% | 0.72% | 70 | -1,420 | -3.78% | Q2 2026 | Jul 20, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 35,645 | 2,475 | 0.3% | 0.29% | 71 | -3,040 | -7.86% | Q2 2026 | Jul 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 35,143 | 2,443 | 0.01% | 0.01% | 72 | -6,025 | -14.64% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | Added to | 34,489 | 2,395 | 0.02% | 0.02% | 73 | +13 | 0.04% | Q2 2026 | Aug 12, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 33,782 | 2,346 | 1.81% | 1.49% | 74 | +1,259 | 3.87% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 33,003 | 2,292 | 0.0% | 0.0% | 75 | +3,756 | 12.84% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 30,281 | 2,103 | 0.17% | 0.18% | 76 | -765 | -2.46% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 28,405 | 1,940 | 0.01% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | New | 27,933 | 1,939 | 0.02% | — | 78 | +27,933 | New | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,108 | 1,929 | 0.0% | 0.0% | 79 | +18,586 | 195.19% | Q2 2026 | Jul 15, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 28,043 | 1,920 | 0.05% | 0.05% | 80 | -1,545 | -5.22% | Q2 2026 | Jul 07, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 26,841 | 1,864 | 0.11% | 0.07% | 81 | -2,604 | -8.84% | Q2 2026 | Jul 16, 2026 |
| VERITY Wealth Advisors | History | Added to | 26,467 | 1,838 | 1.11% | 0.97% | 82 | +231 | 0.88% | Q2 2026 | Jul 16, 2026 |
| Optas, LLC | History | Reduced | 26,375 | 1,831 | 0.26% | 0.49% | 83 | -31,885 | -54.73% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | Added to | 25,210 | 1,750 | 0.0% | 0.0% | 84 | +7,813 | 44.91% | Q2 2026 | Aug 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 24,666 | 1,713 | 0.12% | 0.12% | 85 | -1,827 | -6.9% | Q2 2026 | Jul 09, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 24,294 | 1,687 | 0.02% | 0.02% | 86 | -21,452 | -46.89% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23,779 | 1,651 | 0.01% | 0.01% | 87 | -139 | -0.58% | Q2 2026 | Jul 17, 2026 |
| Baird Financial Group, Inc. | History | New | 23,730 | 1,648 | 0.0% | — | 88 | +23,730 | New | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 22,714 | 1,577 | 0.03% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 21,455 | 1,490 | 0.0% | 0.0% | 90 | -32 | -0.15% | Q2 2026 | Aug 12, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 21,186 | 1,471 | 0.45% | 0.44% | 91 | -4 | -0.02% | Q2 2026 | Jul 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 20,975 | 1,456 | 0.02% | 0.02% | 92 | -7 | -0.03% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,504 | 1,424 | 0.01% | 0.0% | 93 | +9,945 | 94.19% | Q2 2026 | Jul 27, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 19,943 | 1,385 | 0.76% | 0.67% | 94 | -826 | -3.98% | Q2 2026 | Jul 21, 2026 |
| Capital Analysts, LLC | History | Added to | 19,855 | 1,379 | 0.03% | 0.03% | 95 | +586 | 3.04% | Q2 2026 | Aug 05, 2026 |
| RKL Wealth Management LLC | History | Reduced | 19,754 | 1,371 | 0.11% | 0.11% | 96 | -1,936 | -8.93% | Q2 2026 | Aug 10, 2026 |
| Aufman Associates Inc | History | Added to | 18,217 | 1,265 | 0.5% | 0.49% | 97 | +29 | 0.16% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,150 | 1,260 | 0.02% | 0.02% | 98 | -211 | -1.15% | Q2 2026 | Jul 31, 2026 |
| MA Private Wealth | History | Reduced | 17,594 | 1,221 | 0.18% | 0.18% | 99 | -1,575 | -8.22% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 16,049 | 1,114 | 0.01% | 0.01% | 100 | +977 | 6.48% | Q2 2026 | Jul 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 15,977 | 1,109 | 0.02% | 0.02% | 101 | +601 | 3.91% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,777 | 1,095 | 0.01% | 0.01% | 102 | +4,154 | 35.74% | Q2 2026 | Jul 28, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 15,666 | 1,088 | 0.23% | 0.21% | 103 | -999 | -5.99% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,918 | 1,072 | 0.0% | 0.0% | 104 | +2,151 | 15.62% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 14,905 | 1,035 | 0.02% | 0.02% | 105 | -305 | -2.01% | Q2 2026 | Jul 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 14,903 | 1,035 | 0.11% | 0.1% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 14,215 | 987 | 0.26% | 0.24% | 107 | -420 | -2.87% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 14,110 | 979 | 0.05% | 0.04% | 108 | +244 | 1.76% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 13,896 | 965 | 0.08% | 0.08% | 109 | -719 | -4.92% | Q2 2026 | Aug 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 13,302 | 923 | 0.14% | 0.05% | 110 | +8,314 | 166.68% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 13,076 | 908 | 0.02% | 0.02% | 111 | -498 | -3.67% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 12,989 | 902 | 0.01% | 0.01% | 112 | -60 | -0.46% | Q2 2026 | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 12,819 | 890 | 0.06% | 0.07% | 113 | -4,052 | -24.02% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 12,741 | 884 | 0.02% | 0.02% | 114 | +183 | 1.46% | Q2 2026 | Aug 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 12,837 | 877 | 0.05% | 0.01% | 115 | +10,491 | 447.19% | Q2 2026 | Jul 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 12,249 | 850 | 0.01% | 0.01% | 116 | -572 | -4.46% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,212 | 848 | 0.0% | 0.0% | 117 | +720 | 6.27% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 12,208 | 847 | 0.01% | — | 118 | +12,208 | New | 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 | Added to | 11,674 | 819 | 0.01% | 0.01% | 120 | +86 | 0.74% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Reduced | 11,775 | 817 | 0.0% | 0.0% | 121 | -106 | -0.89% | 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% | 0.56% | 123 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| World Investment Advisors | History | Reduced | 14,282 | 797 | 0.01% | 0.01% | 124 | -22 | -0.15% | Q2 2026 | Aug 13, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 11,324 | 786 | 0.06% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 11,569 | 765 | 0.01% | — | 126 | +11,569 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,569 | 765 | 0.01% | 0.01% | 127 | +561 | 5.1% | Q2 2026 | Jul 29, 2026 |
| GGM Financial LLC | History | New | 10,628 | 738 | 0.28% | — | 128 | +10,628 | New | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,496 | 728 | 0.02% | 0.02% | 129 | +4 | 0.04% | Q2 2026 | Jul 06, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 10,423 | 723 | 0.2% | 0.27% | 130 | +449 | 4.5% | Q2 2026 | Jul 24, 2026 |
| Navigation Group, LLC | History | Reduced | 10,358 | 719 | 0.14% | 0.14% | 131 | -112 | -1.07% | Q2 2026 | Jul 29, 2026 |
| J. Mark Nickell & Co. | History | New | 4,594 | 708 | 0.56% | — | 132 | +4,594 | New | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Services | History | Added to | 10,177 | 706 | 0.18% | 0.16% | 133 | +441 | 4.53% | Q2 2026 | Aug 05, 2026 |
| eCIO, Inc. | History | Reduced | 10,104 | 701 | 0.2% | 0.28% | 134 | -1,242 | -10.95% | 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 | Added to | 9,731 | 675 | 0.01% | 0.01% | 136 | +441 | 4.75% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,190 | 638 | 0.02% | 0.01% | 137 | +958 | 11.64% | 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 | Added to | 9,004 | 625 | 0.15% | 0.12% | 139 | +688 | 8.27% | Q2 2026 | Jul 16, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 8,916 | 619 | 0.35% | 0.33% | 140 | +114 | 1.3% | Q2 2026 | Jul 31, 2026 |
| GTS FINANCIAL, LLC | History | Added to | 11,471 | 618 | 0.45% | 0.35% | 141 | +1,950 | 20.48% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 8,727 | 606 | 0.04% | 0.03% | 142 | -7,523 | -46.3% | Q2 2026 | Aug 04, 2026 |
| West Wealth Group, LLC | History | Added to | 8,606 | 597 | 0.1% | 0.09% | 143 | +34 | 0.4% | Q2 2026 | Aug 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 8,405 | 583 | 0.2% | 0.2% | 144 | -887 | -9.55% | Q2 2026 | Aug 11, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 8,355 | 580 | 0.16% | 0.11% | 145 | +1,861 | 28.66% | Q2 2026 | Jul 16, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 8,194 | 569 | 0.15% | 0.12% | 146 | +789 | 10.65% | 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 | Reduced | 8,063 | 559 | 0.26% | 0.25% | 148 | -774 | -8.76% | Q2 2026 | Jul 22, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 7,956 | 552 | 0.15% | 0.13% | 149 | +308 | 4.03% | Q2 2026 | Jul 24, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 7,948 | 551 | 0.03% | 0.03% | 150 | -241 | -2.94% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 7,865 | 546 | 0.01% | 0.01% | 151 | -37 | -0.47% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,656 | 531 | 0.0% | 0.0% | 152 | +124 | 1.65% | Q2 2026 | Aug 06, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 7,636 | 530 | 0.29% | 0.31% | 153 | -820 | -9.7% | Q2 2026 | Aug 03, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 7,642 | 530 | 0.17% | 0.16% | 154 | -579 | -7.04% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | Reduced | 7,568 | 525 | 0.01% | 0.01% | 155 | -1,801 | -19.22% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,546 | 524 | 0.01% | 0.0% | 156 | +6,486 | 611.89% | Q2 2026 | Jul 29, 2026 |
| F/m Investments LLC | History | Reduced | 7,636 | 522 | 0.03% | 0.03% | 157 | -820 | -9.7% | Q2 2026 | Aug 05, 2026 |
| WIN ADVISORS, INC | History | Reduced | 7,491 | 520 | 0.19% | 0.21% | 158 | -832 | -10.0% | Q2 2026 | Aug 04, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 7,233 | 502 | 0.12% | 0.13% | 159 | -701 | -8.84% | Q2 2026 | Aug 14, 2026 |
| Attessa Capital LLC | History | Reduced | 7,136 | 495 | 0.22% | 0.22% | 160 | -218 | -2.96% | Q2 2026 | Jul 07, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 7,083 | 491 | 0.14% | 0.12% | 161 | +630 | 9.76% | Q2 2026 | Jul 24, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 7,020 | 487 | 0.05% | 0.05% | 163 | -362 | -4.9% | Q2 2026 | Sep 02, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 7,249 | 487 | 0.06% | 0.06% | 162 | +295 | 4.24% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Reduced | 6,989 | 485 | 0.0% | 0.0% | 164 | -4,265 | -37.9% | Q2 2026 | Aug 13, 2026 |
| EQ LLC | History | Reduced | 6,834 | 474 | 0.12% | 0.11% | 165 | -294 | -4.12% | Q2 2026 | Jul 23, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 6,477 | 449 | 0.03% | 0.03% | 167 | -450 | -6.5% | Q2 2026 | Aug 07, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 6,473 | 449 | 0.04% | 0.04% | 166 | -41 | -0.63% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,422 | 446 | 0.0% | 0.0% | 168 | -18 | -0.28% | Q2 2026 | Aug 12, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 6,339 | 440 | 0.15% | 0.16% | 169 | -679 | -9.68% | Q2 2026 | Jul 24, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 6,200 | 430 | 0.0% | 0.0% | 170 | -1,600 | -20.51% | Q2 2026 | Aug 10, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 6,085 | 422 | 0.08% | 0.08% | 171 | -453 | -6.93% | Q2 2026 | Jul 22, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 6,030 | 418 | 0.11% | 0.1% | 172 | +11 | 0.18% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 5,891 | 409 | 0.05% | 0.05% | 173 | -87 | -1.46% | Q2 2026 | Jul 20, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 5,884 | 408 | 0.08% | 0.09% | 174 | -1,335 | -18.49% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,842 | 405 | 0.0% | 0.0% | 175 | -503 | -7.93% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,757 | 399 | 0.01% | 0.01% | 176 | +1,820 | 46.23% | Q2 2026 | Jul 09, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 5,731 | 398 | 0.02% | 0.01% | 177 | -11 | -0.19% | Q2 2026 | Jul 20, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 5,737 | 398 | 0.09% | 0.08% | 178 | -6 | -0.1% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 5,664 | 393 | 0.02% | 0.01% | 179 | +382 | 7.23% | Q2 2026 | Jul 02, 2026 |
| FMR LLC | History | Added to | 5,631 | 391 | 0.0% | 0.0% | 180 | +1,811 | 47.41% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | Added to | 5,554 | 385 | 0.01% | 0.01% | 181 | +460 | 9.03% | Q2 2026 | Aug 03, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 5,521 | 383 | 0.36% | 0.32% | 182 | -7 | -0.13% | 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 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 5,411 | 375 | 0.01% | — | 186 | +5,411 | New | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Added to | 5,405 | 375 | 0.0% | 0.0% | 185 | +1,868 | 52.81% | Q2 2026 | Aug 03, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 5,411 | 375 | 0.01% | 0.01% | 184 | +148 | 2.81% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 5,397 | 374 | 0.02% | 0.02% | 187 | -249 | -4.41% | Q2 2026 | Jul 23, 2026 |
| Traveka Wealth, LLC | History | Added to | 5,378 | 373 | 0.12% | 0.1% | 188 | +490 | 10.02% | Q2 2026 | Jul 21, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 5,322 | 369 | 0.09% | 0.08% | 189 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Maia Wealth LLC | History | Reduced | 5,313 | 368 | 0.05% | 0.05% | 190 | -106 | -1.96% | Q2 2026 | Jul 28, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 5,256 | 364 | 0.04% | 0.04% | 191 | +221 | 4.39% | Q2 2026 | Jul 10, 2026 |
| WBH ADVISORY INC | History | Added to | 5,206 | 361 | 0.02% | 0.02% | 192 | +29 | 0.56% | Q2 2026 | Aug 05, 2026 |
| Curi Capital, LLC | History | New | 5,194 | 360 | 0.01% | — | 193 | +5,194 | New | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 5,158 | 358 | 0.1% | 0.08% | 195 | +536 | 11.6% | Q2 2026 | Aug 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,163 | 358 | 0.01% | 0.01% | 194 | +188 | 3.78% | Q2 2026 | Jul 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 5,102 | 354 | 0.0% | 0.0% | 196 | -59 | -1.14% | Q2 2026 | Jul 22, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 4,931 | 342 | 0.1% | 0.09% | 197 | +9 | 0.18% | Q2 2026 | Jul 09, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 4,814 | 334 | 0.01% | 0.01% | 198 | -18 | -0.37% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | New | 4,769 | 331 | 0.0% | — | 199 | +4,769 | New | Q2 2026 | Aug 10, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 4,744 | 329 | 0.05% | 0.04% | 200 | +658 | 16.1% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | New | 4,871 | 326 | 0.01% | — | 201 | +4,871 | New | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | Added to | 4,637 | 322 | 0.0% | 0.0% | 202 | +54 | 1.18% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,600 | 319 | 0.0% | — | 203 | +4,600 | New | Q2 2026 | Aug 19, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 4,565 | 317 | 0.08% | — | 204 | +4,565 | New | Q2 2026 | Jul 24, 2026 |
| SEVEN MILE ADVISORY | History | New | 4,451 | 309 | 0.21% | — | 206 | +4,451 | New | Q2 2026 | Aug 13, 2026 |
| Northern Capital Management, Inc. | History | No change | 4,455 | 309 | 0.13% | 0.12% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 4,437 | 308 | 0.03% | 0.03% | 207 | -681 | -13.31% | Q2 2026 | Jul 20, 2026 |
| Bison Wealth, LLC | History | Added to | 4,442 | 302 | 0.03% | 0.03% | 208 | +8 | 0.18% | Q2 2026 | Jul 07, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 4,281 | 297 | 0.14% | 0.14% | 209 | -419 | -8.91% | Q2 2026 | Jul 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,250 | 295 | 0.01% | 0.01% | 210 | -5,499 | -56.41% | Q2 2026 | Aug 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 4,200 | 291 | 0.13% | 0.19% | 211 | -2,620 | -38.42% | Q2 2026 | Jul 14, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 4,134 | 287 | 0.22% | — | 212 | +4,134 | New | Q2 2026 | Aug 11, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 4,102 | 284 | 0.21% | 0.19% | 213 | -121 | -2.87% | Q2 2026 | Aug 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 4,042 | 280 | 0.03% | 0.03% | 214 | -5,620 | -58.17% | Q2 2026 | Jul 16, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 3,907 | 271 | 0.04% | 0.04% | 215 | -25 | -0.64% | 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 |
| Vantus Wealth LLC | History | New | 3,831 | 266 | 0.14% | — | 218 | +3,831 | New | Q2 2026 | Aug 07, 2026 |
| JB Capital LLC | History | Reduced | 3,834 | 266 | 0.01% | 0.01% | 217 | -117 | -2.96% | Q2 2026 | Jul 29, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 3,774 | 262 | 0.15% | 0.14% | 220 | -148 | -3.77% | Q2 2026 | Jul 24, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 3,784 | 262 | 0.04% | 0.04% | 219 | -48 | -1.25% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,764 | 261 | 0.0% | 0.0% | 221 | +4 | 0.11% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,702 | 257 | 0.0% | 0.0% | 223 | +77 | 2.12% | Q2 2026 | Aug 05, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,706 | 257 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 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 | Added to | 3,679 | 255 | 0.01% | 0.01% | 225 | +5 | 0.14% | Q2 2026 | Aug 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,641 | 252 | 0.0% | 0.0% | 226 | -784 | -17.72% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | Added to | 3,637 | 252 | 0.0% | 0.0% | 227 | +6 | 0.17% | Q2 2026 | Aug 27, 2026 |
| Wealth Group Ltd | History | New | 3,564 | 247 | 0.05% | — | 228 | +3,564 | New | Q2 2026 | Jul 10, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 3,555 | 246 | 0.14% | 0.28% | 229 | -1,701 | -32.36% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | New | 3,537 | 245 | 0.0% | — | 231 | +3,537 | New | Q2 2026 | Aug 13, 2026 |
| Carnegie Investment Counsel | History | New | 3,529 | 245 | 0.0% | — | 230 | +3,529 | New | Q2 2026 | Jul 30, 2026 |
| Sovran Advisors, LLC | History | Added to | 3,804 | 244 | 0.02% | 0.02% | 232 | +56 | 1.49% | 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 | New | 3,378 | 234 | 0.07% | — | 235 | +3,378 | New | Q2 2026 | Aug 05, 2026 |
| BANK OF HAWAII | History | New | 3,294 | 228 | 0.01% | — | 236 | +3,294 | New | Q2 2026 | Aug 13, 2026 |
| Busey Bank | History | New | 3,247 | 225 | 0.01% | — | 237 | +3,247 | New | Q2 2026 | Aug 13, 2026 |
| Sterling Investment Counsel, LLC | History | New | 3,206 | 222 | 0.05% | — | 238 | +3,206 | New | Q2 2026 | Jul 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 3,183 | 221 | 0.01% | — | 239 | +3,183 | New | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | New | 3,117 | 216 | 0.04% | — | 240 | +3,117 | New | Q2 2026 | Aug 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,121 | 216 | 0.02% | 0.01% | 241 | +1,360 | 77.23% | Q2 2026 | Aug 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 3,081 | 213 | 0.14% | — | 242 | +3,081 | New | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,071 | 213 | 0.02% | — | 243 | +3,071 | New | Q2 2026 | Aug 13, 2026 |
| Insight Wealth Strategies, LLC | History | New | 3,114 | 212 | 0.02% | — | 244 | +3,114 | New | Q2 2026 | Jul 10, 2026 |
| Valtinson Bruner Financial Planning LLC | History | New | 3,043 | 211 | 0.05% | — | 245 | +3,043 | New | Q2 2026 | Aug 03, 2026 |
| W.H. Cornerstone Investments Inc. | History | New | 3,033 | 210 | 0.12% | — | 246 | +3,033 | New | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | New | 3,014 | 209 | 0.01% | — | 247 | +3,014 | New | Q2 2026 | Aug 05, 2026 |
| PW Nova Financial Services LLC | History | New | 3,005 | 208 | 0.04% | — | 248 | +3,005 | New | Q2 2026 | Jul 29, 2026 |
| Buttonwood Financial Group, LLC | History | New | 2,989 | 207 | 0.12% | — | 249 | +2,989 | New | Q2 2026 | Jul 30, 2026 |
| Accel Wealth Management | History | New | 2,898 | 201 | 0.05% | — | 250 | +2,898 | New | Q2 2026 | Jul 10, 2026 |
| Russell Investments Group, Ltd. | History | New | 2,891 | 200 | 0.0% | — | 251 | +2,891 | New | Q2 2026 | Aug 06, 2026 |
| Wealth Management Strategies, Inc. | History | New | 2,881 | 200 | 0.08% | — | 252 | +2,881 | New | 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 | Reduced | 2,270 | 157 | 0.0% | 0.0% | 254 | -508 | -18.29% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 2,237 | 155 | 0.03% | 0.03% | 255 | -572 | -20.36% | Q2 2026 | Aug 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,966 | 136 | 0.01% | 0.01% | 256 | -227 | -10.35% | Q2 2026 | Jul 10, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,923 | 133 | 0.02% | 0.02% | 257 | +3 | 0.16% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,792 | 124 | 0.0% | 0.0% | 258 | -141 | -7.29% | Q2 2026 | Aug 05, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 1,615 | 112 | 0.01% | 0.01% | 259 | -75 | -4.44% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | New | 1,592 | 110 | 0.01% | — | 260 | +1,592 | New | Q2 2026 | Aug 04, 2026 |
| Archer Investment Corp | History | Added to | 1,457 | 101 | 0.02% | 0.02% | 261 | +1 | 0.07% | Q2 2026 | Aug 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,431 | 99 | 0.06% | 0.04% | 262 | +408 | 39.88% | Q2 2026 | Jul 21, 2026 |
| PRUDENTIAL PLC | History | New | 1,400 | 97 | 0.0% | — | 263 | +1,400 | New | 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 | New | 1,392 | 96 | 0.0% | — | 265 | +1,392 | New | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | New | 1,114 | 77 | 0.01% | — | 266 | +1,114 | New | Q2 2026 | Aug 06, 2026 |
| Investors Research Corp | History | Added to | 995 | 69 | 0.01% | 0.01% | 268 | +156 | 18.59% | Q2 2026 | Jul 10, 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 |
| Atomic Invest LLC | History | Reduced | 939 | 64 | 0.01% | 0.03% | 270 | -203 | -17.78% | Q2 2026 | Sep 25, 2026 |
| VANGUARD ADVISERS INC | History | No change | 932 | 64 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 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 |
| Parallel Advisors, LLC | History | Added to | 728 | 50 | 0.0% | 0.0% | 274 | +621 | 580.37% | Q2 2026 | Aug 05, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 729 | 50 | 0.02% | 0.02% | 275 | -85 | -10.44% | Q2 2026 | Jul 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 729 | 50 | 0.0% | 0.0% | 273 | -66 | -8.3% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 607 | 49 | 0.02% | 0.0% | 276 | +500 | 467.29% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | Added to | 634 | 44 | 0.0% | 0.0% | 277 | +19 | 3.09% | 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 | New | 433 | 30 | 0.0% | — | 281 | +433 | New | Q2 2026 | Aug 13, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 421 | 29 | 0.01% | — | 282 | +421 | New | Q2 2026 | Aug 03, 2026 |
| NBT BANK, N.A. | History | Reduced | 392 | 27 | 0.0% | 0.0% | 283 | -270 | -40.79% | Q2 2026 | Jul 29, 2026 |
| First Bancorp, Inc /ME/ | History | New | 388 | 26 | 0.01% | — | 284 | +388 | New | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | New | 377 | 26 | 0.0% | — | 285 | +377 | New | Q2 2026 | Jul 30, 2026 |
| WealthShield Partners, LLC | History | Added to | 313 | 21 | 0.0% | 0.0% | 286 | +14 | 4.68% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 292 | 20 | 0.0% | 0.0% | 287 | +10 | 3.55% | 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 | Reduced | 241 | 16 | 0.01% | 0.01% | 289 | -20 | -7.66% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 230 | 15 | 0.0% | 0.0% | 290 | -153 | -39.95% | 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 | Added to | 214 | 14 | 0.0% | 0.0% | 292 | +5 | 2.39% | Q2 2026 | Jul 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 160 | 11 | 0.01% | 0.0% | 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 | New | 126 | 8 | 0.0% | — | 295 | +126 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 48 | 3 | 0.0% | 0.0% | 296 | -63 | -56.76% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 53 | 3 | 0.0% | — | 297 | +53 | New | 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 | Reduced | 43 | 2 | 0.0% | 0.01% | 300 | -864 | -95.26% | Q2 2026 | Aug 07, 2026 |