iSHARES TRUST - XT
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | No change | 29,474,371 | 2,435,467 | 4.32% | 4.32% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 616,361 | 50,929 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 557,561 | 46,071 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 544,882 | 45,056 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 326,745 | 26,998 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 276,028 | 22,808 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 264,698 | 21,871 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 264,664 | 21,869 | 0.41% | 0.41% | 8 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MORGAN STANLEY | History | No change | 240,445 | 19,868 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 234,347 | 19,364 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 216,534 | 17,050 | 1.65% | 1.65% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wharton Business Group, LLC | History | No change | 202,875 | 16,763 | 0.56% | 0.56% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Investment Management, LLC | History | No change | 155,271 | 12,830 | 0.46% | 0.46% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 138,057 | 11,407 | 0.17% | 0.17% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisory Group LLC | History | No change | 134,343 | 11,100 | 0.6% | 0.6% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Betterment LLC | History | No change | 125,622 | 10,380 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 121,987 | 10,079 | 0.74% | 0.74% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 111,596 | 9,221 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 111,331 | 9,199 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 109,236 | 8,983 | 0.6% | 0.6% | 20 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 102,727 | 8,488 | 2.38% | 2.38% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 92,019 | 7,603 | 0.19% | 0.19% | 22 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savvy Advisors, Inc. | History | No change | 91,405 | 7,552 | 0.16% | 0.16% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | No change | 86,556 | 7,152 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 86,293 | 7,130 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 84,743 | 7,002 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 81,302 | 6,504 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 73,768 | 6,095 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valmark Advisers, Inc. | History | No change | 73,484 | 6,071 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 70,825 | 5,852 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 62,923 | 5,199 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 60,053 | 4,962 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 57,054 | 4,715 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 53,705 | 4,437 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | No change | 51,659 | 4,268 | 0.93% | 0.93% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 47,832 | 3,952 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 40,158 | 3,318 | 0.42% | 0.42% | 37 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 36,851 | 3,044 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 35,099 | 2,900 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RFG Advisory, LLC | History | No change | 31,998 | 2,643 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 29,056 | 2,400 | 0.99% | 0.99% | 41 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 28,393 | 2,346 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 28,279 | 2,336 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 27,406 | 2,264 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 27,217 | 2,249 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | No change | 26,628 | 2,200 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,596 | 2,197 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 26,364 | 2,178 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 25,796 | 2,131 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 24,820 | 2,050 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 23,912 | 1,976 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opus Financial Solutions LLC | History | No change | 23,401 | 1,933 | 1.56% | 1.56% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 23,314 | 1,926 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 22,819 | 1,885 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 21,932 | 1,812 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,112 | 1,744 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 20,353 | 1,681 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GWN SECURITIES INC. | History | No change | 19,194 | 1,586 | 0.27% | 0.27% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 19,130 | 1,580 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 18,949 | 1,565 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rothschild Wealth LLC | History | No change | 18,717 | 1,546 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 18,489 | 1,527 | 0.17% | 0.17% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthfront Advisers LLC | History | No change | 18,303 | 1,512 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 15,788 | 1,304 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Traynor Capital Management, Inc. | History | No change | 15,628 | 1,291 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | No change | 15,354 | 1,268 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 14,783 | 1,221 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AlphaCore Capital LLC | History | No change | 14,637 | 1,209 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 14,544 | 1,204 | 0.32% | 0.32% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 14,319 | 1,183 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,776 | 1,138 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Quantinno Capital Management LP | History | No change | 13,663 | 1,128 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 13,645 | 1,127 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 13,452 | 1,111 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 13,436 | 1,110 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 13,312 | 1,099 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ally Invest Advisors Inc. | History | No change | 13,283 | 1,097 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 13,173 | 1,088 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 12,602 | 1,041 | 0.13% | 0.13% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,243 | 1,021 | 0.01% | 0.01% | 80 | -611 | -4.75% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 12,393 | 1,013 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,773 | 972 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 11,731 | 969 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,287 | 932 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Curran Financial Partners, LLC | History | No change | 11,049 | 912 | 0.14% | 0.14% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,746 | 887 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,600 | 875 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,450 | 863 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,184 | 841 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Qube Research & Technologies Ltd | History | No change | 10,131 | 837 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 9,914 | 819 | 0.4% | 0.4% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Family Office Research LLC | History | No change | 9,913 | 819 | 0.31% | 0.31% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 9,731 | 804 | 0.16% | 0.16% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cannon Advisors, Inc. | History | No change | 9,761 | 797 | 0.48% | 0.48% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 9,535 | 787 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 9,341 | 769 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,196 | 759 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,192 | 759 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 9,035 | 742 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | History | No change | 8,800 | 727 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mission Financial Group, LLC | History | No change | 8,363 | 691 | 0.57% | 0.57% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,403 | 688 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 8,281 | 684 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 9,610 | 654 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CX Institutional | History | Reduced | 7,674 | 640 | 0.02% | 0.02% | 105 | -25 | -0.32% | Q3 2026 | Oct 02, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 7,552 | 624 | 0.37% | 0.37% | 106 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WNY Asset Management, LLC | History | No change | 7,533 | 622 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 7,528 | 622 | 0.39% | 0.39% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 7,518 | 621 | 0.38% | 0.38% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| REDW Wealth LLC | History | No change | 7,417 | 612 | 0.22% | 0.22% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 7,330 | 605 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 7,269 | 600 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 7,162 | 591 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,115 | 588 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 7,071 | 584 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BostonPremier Wealth LLC | History | No change | 7,065 | 583 | 0.25% | 0.25% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 7,031 | 580 | 0.23% | 0.23% | 117 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McGinn Penninger Investment Management, Inc. | History | No change | 6,945 | 574 | 0.35% | 0.35% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,933 | 572 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 6,910 | 570 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 6,846 | 565 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | No change | 6,675 | 551 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | No change | 6,620 | 547 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 6,577 | 543 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| XY Planning Network, Inc. | History | No change | 6,538 | 540 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,475 | 535 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,382 | 527 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 7,628 | 526 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,978 | 493 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madrid Wealth Management, LLC | History | No change | 5,848 | 483 | 0.32% | 0.32% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Destination Wealth Management | History | No change | 5,801 | 479 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VERITY Wealth Advisors | History | No change | 5,786 | 478 | 0.29% | 0.29% | 132 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,754 | 475 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,704 | 470 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,584 | 461 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 5,528 | 456 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 5,381 | 444 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 5,255 | 434 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,252 | 434 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastline Trust Co | History | Reduced | 5,200 | 433 | 0.04% | 0.04% | 140 | -80 | -1.52% | Q3 2026 | Oct 01, 2026 |
| Western Wealth Management, LLC | History | No change | 5,238 | 432 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | No change | 5,225 | 431 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Partners Group, Inc | History | No change | 5,198 | 429 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Financial Network, Inc. | History | No change | 5,091 | 420 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,904 | 405 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,855 | 401 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PFG Advisors | History | No change | 4,841 | 400 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Compound Planning, Inc. | History | No change | 4,804 | 396 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 4,713 | 393 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Merit Financial Group, LLC | History | No change | 4,694 | 387 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,677 | 386 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 4,418 | 365 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vise Technologies, Inc. | History | No change | 4,385 | 362 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Embree Financial Group | History | No change | 4,321 | 357 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 4,277 | 353 | 0.15% | 0.15% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 4,253 | 351 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,224 | 348 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Archford Capital Strategies, LLC | History | No change | 4,222 | 348 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tradition Wealth Management, LLC | History | No change | 4,157 | 343 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Selective Wealth Management, Inc. | History | No change | 4,279 | 342 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | No change | 4,072 | 336 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EQ LLC | History | No change | 3,974 | 328 | 0.08% | 0.08% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CFO4Life Group, LLC | History | No change | 3,961 | 327 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 3,668 | 309 | 0.13% | 0.12% | 164 | -203 | -5.24% | Q3 2026 | Oct 06, 2026 |
| Detalus Advisors, LLC | History | No change | 3,674 | 303 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,665 | 302 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | No change | 3,610 | 298 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 3,588 | 296 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 3,693 | 293 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balance Wealth Partners LLC | History | No change | 3,461 | 285 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cedar Wealth Management, LLC | History | No change | 3,445 | 284 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crews Bank & Trust | History | No change | 3,383 | 279 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 3,355 | 277 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 3,338 | 275 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rinkey Investments | History | No change | 3,266 | 269 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,251 | 268 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 3,188 | 263 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| American Financial Advisors, LLC | History | No change | 3,191 | 263 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,161 | 261 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | No change | 3,140 | 259 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invst, LLC | History | No change | 3,105 | 256 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,089 | 255 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 3,041 | 251 | 0.07% | 0.07% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 3,042 | 251 | 0.2% | 0.2% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,981 | 246 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 2,959 | 244 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 2,918 | 241 | 0.11% | 0.11% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,920 | 241 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 2,875 | 237 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wedmont Private Capital | History | No change | 2,801 | 230 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,778 | 229 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Retirement Planning Group, LLC | History | No change | 2,767 | 228 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Boston Trust Walden Corp | History | No change | 2,746 | 226 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROCKLAND TRUST CO | History | New | 2,652 | 221 | 0.01% | — | 194 | +2,652 | New | Q3 2026 | Oct 05, 2026 |
| MARSHALL WACE, LLP | History | No change | 2,633 | 217 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,629 | 217 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,623 | 216 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sather Financial Group Inc | History | No change | 2,570 | 212 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Investment Group, LLC | History | No change | 2,555 | 211 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Widmann Financial Services, Inc. | History | No change | 2,469 | 204 | 0.11% | 0.11% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | No change | 2,433 | 201 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 2,370 | 195 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 2,141 | 176 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 1,993 | 164 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,987 | 164 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,840 | 152 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,707 | 141 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOM Asset Management Ltd | History | No change | 1,700 | 140 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Life Planners | History | No change | 1,567 | 129 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Investment Advisors / MI | History | No change | 1,438 | 118 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,354 | 111 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 1,342 | 111 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brooklyn FI, LLC | History | No change | 1,127 | 90 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 776 | 64 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kilter Group LLC | History | No change | 779 | 64 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 753 | 62 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 762 | 62 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mascoma Wealth Management LLC | History | No change | 759 | 62 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 751 | 62 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 750 | 61 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TSFG, LLC | History | No change | 720 | 59 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 720 | 59 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 700 | 57 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 686 | 56 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 667 | 55 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | No change | 659 | 54 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 583 | 48 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 563 | 46 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 565 | 46 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 533 | 44 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Finley Financial, LLC | History | No change | 500 | 41 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 498 | 41 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| United Financial Planning Group LLC | History | No change | 480 | 39 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 465 | 38 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heritage Wealth Advisors | History | No change | 458 | 37 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GODSEY & GIBB, INC | History | No change | 423 | 34 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 419 | 34 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| REAP Financial Group, LLC | History | No change | 393 | 32 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 389 | 32 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Crewe Advisors LLC | History | No change | 385 | 31 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 364 | 30 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 368 | 30 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Key FInancial Inc | History | No change | 360 | 29 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 335 | 27 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 300 | 24 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Center for Financial Services | History | No change | 298 | 24 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 294 | 24 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 275 | 22 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 259 | 21 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 253 | 20 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sage Mountain Advisors LLC | History | No change | 252 | 20 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EASTERN BANK | History | No change | 229 | 19 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 228 | 18 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CDKV HOLDINGS LLC | History | No change | 229 | 18 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 208 | 17 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 210 | 17 | 0.0% | 0.01% | 256 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 194 | 16 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 199 | 16 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 204 | 16 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 184 | 15 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 176 | 14 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abound Wealth Management | History | No change | 160 | 13 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 194 | 13 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 140 | 11 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 115 | 9 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arlington Trust Co LLC | History | No change | 115 | 9 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 104 | 8 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD Capital Management LLC | History | No change | 106 | 8 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Group, LTD | History | No change | 101 | 8 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Accordant Advisory Group Inc | History | No change | 97 | 8 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Balentine LLC | History | No change | 74 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 75 | 6 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Align Financial, LLC | History | No change | 77 | 6 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD ADVISERS INC | History | No change | 63 | 5 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGC Financial Services, LLC | History | No change | 66 | 5 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ALERUS FINANCIAL NA | History | No change | 53 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 53 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LifeSteps Financial, Inc. | History | No change | 60 | 4 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Piscataqua Savings Bank | History | No change | 50 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Continuum Advisory, LLC | History | No change | 46 | 3 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | No change | 24 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Signature Equity Partners, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Montgomery Financial Services LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |