AMERICAN CENTURY ETF TRUST - AVDE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | No change | 8,831,440 | 787,665 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 6,138,581 | 547,561 | 0.24% | 0.24% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 5,634,103 | 502,561 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 5,369,195 | 479,285 | 0.8% | 0.8% | 4 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,248,750 | 468,189 | 0.11% | 0.11% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 5,149,175 | 459,306 | 5.61% | 5.61% | 6 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,397,843 | 392,287 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,388,303 | 391,436 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 4,356,688 | 388,616 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,148,065 | 370,007 | 0.2% | 0.2% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,267,330 | 291,445 | 0.14% | 0.14% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,165,871 | 282,395 | 17.85% | 17.85% | 12 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 2,919,800 | 260,446 | 1.95% | 1.95% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,886,060 | 257,436 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 2,673,605 | 238,485 | 0.23% | 0.23% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 2,271,682 | 202,634 | 0.28% | 0.28% | 16 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MASECO LLP | History | No change | 2,008,367 | 179,156 | 5.04% | 5.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advance Capital Management, Inc. | History | No change | 1,854,102 | 165,385 | 5.35% | 5.35% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,755,170 | 156,561 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,727,133 | 154,060 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 1,693,261 | 151,038 | 0.85% | 0.85% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,542,262 | 137,569 | 1.64% | 1.64% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annex Advisory Services, LLC | History | No change | 1,504,548 | 134,205 | 2.29% | 2.29% | 23 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gradient Investments LLC | History | Added to | 1,472,875 | 132,720 | 1.9% | 1.78% | 24 | +27,245 | 1.88% | Q3 2026 | Oct 08, 2026 |
| Oak Root LLC | History | No change | 1,427,068 | 128,593 | 14.18% | 14.05% | 25 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,262,823 | 112,643 | 0.18% | 0.18% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 1,222,477 | 109,044 | 0.63% | 0.63% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | History | No change | 1,209,058 | 107,848 | 10.23% | 10.23% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,178,813 | 105,150 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Added to | 1,087,395 | 97,300 | 1.23% | 1.05% | 30 | +258,788 | 31.23% | Q3 2026 | Oct 08, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 1,058,929 | 94,456 | 11.5% | 11.5% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 1,046,145 | 93,316 | 1.42% | 1.42% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 1,030,458 | 91,916 | 4.09% | 4.09% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 1,009,714 | 90,066 | 3.06% | 3.06% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversified Portfolios, Inc. | History | No change | 994,311 | 88,692 | 6.43% | 6.43% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 926,373 | 82,632 | 0.38% | 0.38% | 36 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 876,278 | 78,164 | 9.49% | 9.49% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Plancorp, LLC | History | No change | 862,580 | 77,002 | 1.88% | 1.88% | 38 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| &PARTNERS | History | No change | 858,519 | 76,581 | 0.31% | 0.31% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 846,764 | 75,531 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 809,847 | 72,238 | 12.45% | 12.45% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ATWOOD & PALMER INC | History | Added to | 789,054 | 71,101 | 3.65% | 3.67% | 42 | +17,592 | 2.28% | Q3 2026 | Oct 08, 2026 |
| Simplicity Wealth,LLC | History | No change | 795,696 | 70,976 | 2.4% | 2.4% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 785,624 | 70,078 | 0.16% | 0.16% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | No change | 773,812 | 69,024 | 0.2% | 0.2% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 769,910 | 68,676 | 5.2% | 5.2% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ESL Trust Services, LLC | History | No change | 748,227 | 66,741 | 11.38% | 11.38% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 736,719 | 65,715 | 1.18% | 1.18% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cresset Asset Management, LLC | History | No change | 723,784 | 64,561 | 0.23% | 0.23% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JSF Financial, LLC | History | No change | 714,806 | 63,760 | 10.09% | 10.09% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CGN Advisors LLC | History | No change | 694,974 | 61,991 | 4.53% | 4.53% | 51 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Creative Planning | History | No change | 686,681 | 61,251 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 681,091 | 60,753 | 0.2% | 0.2% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 644,212 | 57,463 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bridgewater Advisors Inc. | History | No change | 607,391 | 55,612 | 3.03% | 3.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BSW Wealth Partners | History | No change | 599,240 | 53,452 | 5.94% | 5.94% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| McLean Asset Management Corp | History | No change | 585,863 | 53,436 | 7.06% | 7.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 591,192 | 53,272 | 4.56% | 4.7% | 58 | +3,351 | 0.57% | Q3 2026 | Oct 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 587,109 | 52,370 | 0.71% | 0.71% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 555,377 | 49,434 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 554,433 | 49,128 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | No change | 543,156 | 48,450 | 2.23% | 2.23% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 529,917 | 47,268 | 0.49% | 0.49% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Investment Center, Inc. | History | No change | 512,323 | 45,699 | 7.59% | 7.59% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 504,383 | 44,990 | 0.17% | 0.17% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 483,677 | 43,143 | 6.68% | 6.68% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Zhang Financial LLC | History | No change | 475,617 | 42,425 | 1.24% | 1.24% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 464,198 | 41,406 | 0.4% | 0.4% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 463,319 | 41,328 | 4.09% | 4.09% | 69 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CVA Family Office, LLC | History | No change | 457,745 | 40,830 | 3.7% | 3.7% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 449,387 | 40,085 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HORAN Wealth, LLC | History | No change | 426,053 | 38,003 | 4.75% | 4.75% | 72 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Visionary Wealth Advisors | History | No change | 420,371 | 37,497 | 1.48% | 1.48% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 419,960 | 37,461 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 415,767 | 37,086 | 0.23% | 0.23% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 414,689 | 36,990 | 0.31% | 0.31% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 410,408 | 36,608 | 4.02% | 4.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Highland Financial Advisors, LLC | History | No change | 405,093 | 36,134 | 7.95% | 7.95% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IAM Advisory, LLC | History | No change | 398,427 | 35,539 | 6.92% | 6.92% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 386,895 | 34,511 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Perkins Coie Trust Co | History | No change | 382,790 | 34,144 | 5.66% | 5.66% | 81 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 381,816 | 34,057 | 9.57% | 9.57% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Enhancement Group LLC | History | Added to | 370,785 | 33,177 | 3.81% | 3.79% | 83 | +14,053 | 3.94% | Q3 2026 | Oct 08, 2026 |
| Compass Ion Advisors, LLC | History | No change | 370,077 | 33,010 | 2.84% | 2.84% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 367,306 | 32,763 | 0.35% | 0.35% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RVW Wealth, LLC | History | Added to | 356,653 | 32,138 | 2.06% | 1.72% | 86 | +63,854 | 21.81% | Q3 2026 | Oct 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 355,855 | 31,742 | 1.59% | 1.59% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 354,773 | 31,653 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 353,800 | 31,558 | 0.75% | 0.75% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 352,258 | 31,421 | 4.12% | 4.12% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 335,109 | 30,196 | 10.8% | 10.22% | 91 | -6,418 | -1.88% | Q3 2026 | Oct 06, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 335,841 | 29,894 | 3.27% | 3.27% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 332,244 | 29,636 | 3.93% | 3.93% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 330,466 | 29,477 | 2.29% | 2.29% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 328,620 | 29,312 | 0.87% | 0.87% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 55 North Private Wealth, LLC | History | No change | 326,631 | 29,135 | 5.73% | 5.73% | 96 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ACT Advisors, LLC. | History | No change | 324,608 | 28,955 | 9.63% | 9.63% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Echo Wealth Management, LLC | History | No change | 321,389 | 28,667 | 14.63% | 14.63% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Yardley Wealth Management LLC | History | No change | 319,168 | 28,469 | 12.93% | 12.93% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| B&D White Capital Company, LLC | History | No change | 315,797 | 28,169 | 2.8% | 2.8% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 314,914 | 28,090 | 0.24% | 0.24% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 306,872 | 27,372 | 7.02% | 7.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 298,688 | 26,643 | 11.1% | 11.1% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oak Wealth Advisors LLC | History | No change | 298,639 | 26,638 | 12.78% | 12.78% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 298,615 | 26,636 | 7.94% | 7.94% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 296,039 | 26,406 | 2.61% | 2.61% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 295,581 | 26,365 | 6.28% | 6.28% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tarbox Family Office, Inc. | History | No change | 295,495 | 26,358 | 3.78% | 3.78% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CENTRAL TRUST Co | History | No change | 294,699 | 26,287 | 0.48% | 0.48% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 292,710 | 26,109 | 0.5% | 0.5% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 288,960 | 25,775 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 288,147 | 25,702 | 5.44% | 5.44% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 284,980 | 25,690 | 7.03% | 7.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BWM Planning, LLC | History | No change | 287,431 | 25,638 | 5.95% | 5.95% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 282,879 | 25,232 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elyxium Wealth, LLC | History | No change | 281,339 | 25,095 | 2.64% | 2.64% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 278,559 | 24,847 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 276,538 | 24,667 | 0.1% | 0.1% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 274,672 | 24,500 | 7.52% | 7.52% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mason & Associates Inc | History | No change | 272,600 | 24,315 | 3.93% | 3.93% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 272,559 | 24,312 | 2.35% | 2.35% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 269,845 | 24,070 | 2.74% | 2.74% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pearl Planning LLC | History | No change | 261,773 | 23,350 | 10.74% | 10.74% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 261,549 | 23,330 | 3.71% | 3.71% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 261,261 | 23,304 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freedom Financial Partners LLC | History | No change | 260,413 | 23,228 | 7.57% | 7.57% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JRM Investment Counsel, LLC | History | No change | 260,135 | 23,204 | 5.61% | 5.61% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axiom Financial Strategies, LLC | History | No change | 250,119 | 22,310 | 6.99% | 6.99% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 250,006 | 22,300 | 7.65% | 7.65% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Indivisible Partners | History | No change | 247,271 | 22,056 | 1.25% | 1.25% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Torren Management, LLC | History | No change | 240,973 | 21,494 | 10.93% | 10.93% | 131 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 240,553 | 21,457 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 236,996 | 21,140 | 0.2% | 0.2% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCWM, LLC | History | No change | 236,843 | 21,126 | 6.18% | 6.18% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 236,820 | 21,124 | 5.68% | 5.68% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 231,308 | 20,632 | 0.69% | 0.69% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 231,296 | 20,631 | 5.03% | 5.03% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Purpose Unlimited Inc. | History | No change | 230,952 | 20,600 | 0.79% | 0.79% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burton Enright Welch | History | No change | 220,226 | 19,644 | 2.31% | 2.31% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Disciplina Capital Management LLC | History | No change | 211,545 | 18,869 | 1.95% | 1.95% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independence Bank of Kentucky | History | No change | 208,983 | 18,641 | 2.1% | 2.1% | 141 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 208,056 | 18,558 | 0.59% | 0.59% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 207,668 | 18,521 | 1.88% | 1.88% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 203,767 | 18,175 | 0.52% | 0.52% | 144 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 201,273 | 17,953 | 0.18% | 0.18% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WMG Financial Advisors, LLC | History | No change | 200,299 | 17,866 | 6.73% | 6.73% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 199,247 | 17,772 | 8.3% | 8.3% | 147 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 196,955 | 17,747 | 0.13% | 0.1% | 148 | +57,270 | 41.0% | Q3 2026 | Oct 08, 2026 |
| World Investment Advisors | History | No change | 208,978 | 17,729 | 0.29% | 0.29% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 194,650 | 17,362 | 2.19% | 2.19% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 194,245 | 17,326 | 0.19% | 0.19% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 193,179 | 17,231 | 6.79% | 6.79% | 152 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 190,450 | 17,161 | 4.82% | 4.83% | 153 | +9,880 | 5.47% | Q3 2026 | Oct 07, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 188,089 | 16,990 | 6.91% | 6.64% | 154 | +1,359 | 0.73% | Q3 2026 | Oct 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 186,102 | 16,600 | 0.19% | 0.19% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 186,014 | 16,592 | 0.86% | 0.86% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 185,862 | 16,578 | 4.25% | 4.25% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 185,740 | 16,568 | 2.31% | 2.31% | 158 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 182,184 | 16,250 | 1.85% | 1.85% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 176,772 | 15,768 | 0.13% | 0.13% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Align Financial, LLC | History | No change | 175,070 | 15,616 | 7.75% | 7.75% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clarion Wealth Managment Partners, LLC | History | No change | 174,309 | 15,548 | 12.55% | 12.55% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSA Investment Group, LLC | History | Added to | 171,952 | 15,494 | 4.93% | 4.59% | 163 | +13,395 | 8.45% | Q3 2026 | Oct 07, 2026 |
| AWM CAPITAL, LLC | History | No change | 172,857 | 15,418 | 1.23% | 1.23% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | No change | 172,821 | 15,415 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Passive Capital Management, LLC. | History | No change | 186,437 | 15,347 | 4.8% | 4.8% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marietta Wealth Management, LLC | History | No change | 170,179 | 15,179 | 1.56% | 1.56% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 169,952 | 15,159 | 7.18% | 7.18% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 169,275 | 15,099 | 0.65% | 0.65% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Activest Wealth Management | History | No change | 165,184 | 14,734 | 2.85% | 2.85% | 170 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CURIO WEALTH, LLC | History | No change | 163,921 | 14,621 | 4.54% | 4.54% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jefferies Financial Group Inc. | History | No change | 160,596 | 14,325 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 145,160 | 13,121 | 1.63% | 1.63% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Resource Group | History | No change | 146,247 | 13,045 | 1.96% | 1.96% | 174 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 145,448 | 12,973 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Milestone Investment Advisors LLC | History | No change | 144,897 | 12,924 | 2.79% | 2.79% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lutz Financial Services LLC | History | No change | 144,861 | 12,921 | 0.79% | 0.79% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Symmetry Inc | History | Reduced | 143,051 | 12,890 | 4.12% | 4.27% | 178 | -336 | -0.23% | Q3 2026 | Oct 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 135,655 | 12,100 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mason & Associates, LLC | History | No change | 135,191 | 12,059 | 2.51% | 2.51% | 180 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GeoWealth Management, LLC | History | No change | 135,085 | 12,049 | 0.38% | 0.38% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 134,380 | 11,986 | 1.22% | 1.22% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heritage Family Offices, LLP | History | No change | 132,413 | 11,811 | 4.56% | 4.56% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 132,413 | 11,811 | 4.57% | 4.57% | 184 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 131,052 | 11,689 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 129,560 | 11,556 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 434,018 | 11,497 | 6.31% | 6.31% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 126,016 | 11,240 | 3.01% | 3.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 121,996 | 10,882 | 1.44% | 1.44% | 189 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 121,332 | 10,823 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 121,023 | 10,795 | 2.17% | 2.17% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 120,786 | 10,774 | 7.05% | 7.05% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| True North Advisors, LLC | History | No change | 119,722 | 10,679 | 1.02% | 1.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 117,917 | 10,518 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equity Wealth Partners, LLC | History | No change | 117,646 | 10,493 | 3.77% | 3.77% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 116,559 | 10,397 | 4.52% | 4.52% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Watchman Group, Inc. | History | No change | 114,677 | 10,229 | 2.29% | 2.29% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 114,409 | 10,205 | 0.16% | 0.16% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 114,206 | 10,187 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 112,850 | 10,066 | 3.82% | 3.82% | 200 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 111,541 | 10,050 | 2.62% | 2.5% | 201 | +28 | 0.03% | Q3 2026 | Oct 08, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 112,569 | 10,041 | 2.24% | 2.24% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 112,133 | 10,002 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KilterHowling LLC | History | No change | 111,310 | 9,928 | 4.45% | 4.45% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REDW Wealth LLC | History | No change | 110,315 | 9,840 | 3.53% | 3.53% | 205 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 110,022 | 9,813 | 4.11% | 4.11% | 206 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 109,637 | 9,779 | 0.59% | 0.59% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WorthPointe, LLC | History | No change | 108,778 | 9,703 | 2.43% | 2.43% | 208 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANE BROTHERS & CO INC | History | No change | 108,759 | 9,701 | 6.35% | 6.35% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ABLE Financial Group, LLC | History | No change | 106,019 | 9,456 | 1.59% | 1.59% | 210 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 105,762 | 9,433 | 1.53% | 1.53% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 104,669 | 9,336 | 2.77% | 2.77% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Orion Capital Management LLC | History | No change | 104,491 | 9,320 | 2.88% | 2.88% | 213 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bauman Advisory Group, LLC | History | No change | 103,645 | 9,245 | 4.89% | 4.89% | 214 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Burk Holdings LLC | History | No change | 100,644 | 8,977 | 3.32% | 3.32% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 99,148 | 8,934 | 0.26% | 0.24% | 216 | +7,386 | 8.05% | Q3 2026 | Oct 08, 2026 |
| Annandale Capital, LLC | History | No change | 95,262 | 8,497 | 1.16% | 1.16% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Certified Advisory Corp | History | No change | 93,774 | 8,364 | 0.67% | 0.67% | 218 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AGH Wealth Advisors, LLC | History | No change | 93,519 | 8,343 | 5.26% | 5.26% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clark Wealth Partners | History | No change | 92,818 | 8,279 | 4.67% | 4.67% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 91,265 | 8,140 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merited Wealth, LLC | History | No change | 90,452 | 8,068 | 5.71% | 5.71% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 90,314 | 8,056 | 2.12% | 2.12% | 223 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NICOLET BANKSHARES INC | History | No change | 89,459 | 8,026 | 0.26% | 0.26% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Petros Family Wealth, LLC | History | No change | 89,355 | 7,970 | 4.87% | 4.87% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Reserve Capital Management, LLC | History | No change | 87,826 | 7,834 | 5.81% | 5.81% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Madrid Wealth Management, LLC | History | No change | 87,691 | 7,822 | 5.13% | 5.13% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 87,157 | 7,791 | 0.16% | 0.16% | 228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| marrick wealth, LLC | History | No change | 86,643 | 7,728 | 5.49% | 5.49% | 229 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Holcombe Financial, Inc. | History | No change | 86,377 | 7,704 | 4.35% | 4.35% | 230 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Coign Capital Advisors LLC | History | No change | 85,690 | 7,643 | 3.44% | 3.44% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | No change | 84,989 | 7,581 | 0.2% | 0.2% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E-Wealth Partners, LLC | History | No change | 84,270 | 7,516 | 5.43% | 5.43% | 233 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | No change | 83,176 | 7,419 | 4.94% | 4.94% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Midwestern Financial, LLC /IA | History | No change | 82,988 | 7,402 | 5.18% | 5.18% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 81,892 | 7,305 | 1.81% | 1.81% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CROBAN | History | No change | 81,670 | 7,284 | 3.21% | 3.21% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 81,618 | 7,280 | 0.13% | 0.13% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 79,576 | 7,098 | 1.15% | 1.15% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 78,847 | 7,033 | 0.3% | 0.3% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Greenspring Advisors, LLC | History | No change | 78,743 | 7,023 | 0.39% | 0.39% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waterfront Wealth Inc. | History | No change | 76,945 | 6,928 | 1.07% | 1.07% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 77,549 | 6,917 | 2.02% | 2.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 77,234 | 6,889 | 2.53% | 2.53% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenwich Wealth Management LLC | History | No change | 76,825 | 6,853 | 0.25% | 0.25% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 76,606 | 6,833 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 76,568 | 6,829 | 6.25% | 6.25% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ferguson Johnson Wealth Management Inc | History | No change | 74,726 | 6,665 | 4.86% | 4.86% | 248 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 74,484 | 6,643 | 0.11% | 0.11% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 74,037 | 6,604 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ariadne Wealth Management, LP | History | No change | 73,451 | 6,551 | 2.9% | 2.9% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brown Financial Advisors | History | No change | 72,728 | 6,487 | 2.27% | 2.27% | 252 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| IHT Wealth Management, LLC | History | No change | 72,279 | 6,447 | 0.14% | 0.14% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 75,724 | 6,424 | 0.26% | 0.26% | 254 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 71,796 | 6,404 | 1.64% | 1.64% | 255 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wedmont Private Capital | History | Added to | 71,327 | 6,368 | 0.15% | 0.17% | 256 | +746 | 1.06% | Q3 2026 | Oct 09, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 70,736 | 6,309 | 2.32% | 2.32% | 257 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 69,309 | 6,182 | 0.45% | 0.45% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 67,572 | 6,027 | 0.74% | 0.74% | 259 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Networth Advisors, LLC | History | No change | 65,742 | 5,864 | 3.41% | 3.41% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| StrongBox Wealth, LLC | History | No change | 65,183 | 5,814 | 1.66% | 1.66% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Meredith Wealth Planning | History | No change | 64,643 | 5,766 | 1.36% | 1.36% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glenview Trust Co | History | No change | 64,070 | 5,715 | 0.08% | 0.08% | 263 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BLVD Private Wealth, LLC | History | No change | 63,954 | 5,704 | 4.24% | 4.24% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Altar Rock LLC | History | No change | 63,499 | 5,664 | 8.28% | 8.28% | 265 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 61,103 | 5,450 | 0.59% | 0.59% | 266 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 61,078 | 5,448 | 0.27% | 0.27% | 267 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONECO ADVISORS, LLC | History | No change | 60,372 | 5,385 | 0.33% | 0.33% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 60,054 | 5,356 | 0.35% | 0.35% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 59,953 | 5,347 | 1.32% | 1.32% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | No change | 59,730 | 5,327 | 1.27% | 1.27% | 271 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| McCartney Wealth Management LLC | History | No change | 59,599 | 5,316 | 4.03% | 4.03% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mendota Financial Group, LLC | History | Added to | 56,824 | 5,120 | 3.18% | 2.54% | 273 | +10,878 | 23.68% | Q3 2026 | Oct 07, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 56,815 | 5,067 | 0.45% | 0.45% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 55,693 | 4,967 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 54,940 | 4,900 | 1.75% | 1.75% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Paladin Wealth, LLC | History | No change | 54,834 | 4,891 | 2.84% | 2.84% | 277 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 54,809 | 4,888 | 1.12% | 1.12% | 278 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 54,437 | 4,855 | 4.0% | 4.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 54,176 | 4,827 | 3.62% | 3.62% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 56,639 | 4,805 | 0.83% | 0.83% | 281 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Accurate Wealth Management, LLC | History | No change | 53,231 | 4,792 | 0.46% | 0.46% | 282 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Evensky & Katz LLC | History | No change | 53,391 | 4,762 | 0.25% | 0.25% | 283 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 53,275 | 4,752 | 2.27% | 2.27% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 53,088 | 4,735 | 4.01% | 4.01% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heirloom Wealth Management | History | No change | 52,824 | 4,711 | 0.68% | 0.68% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Symmetry Partners, LLC | History | No change | 50,836 | 4,534 | 0.23% | 0.23% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Flagstone Financial Management | History | No change | 50,816 | 4,532 | 1.01% | 1.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Family Office Research LLC | History | No change | 50,225 | 4,480 | 1.68% | 1.68% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 49,662 | 4,429 | 0.43% | 0.43% | 290 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Grove Bank & Trust | History | Added to | 49,137 | 4,427 | 0.44% | 0.43% | 291 | +649 | 1.34% | Q3 2026 | Oct 08, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 49,259 | 4,393 | 0.28% | 0.28% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 48,903 | 4,362 | 0.34% | 0.34% | 293 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 48,214 | 4,300 | 3.68% | 3.68% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valued Wealth Advisors LLC | History | No change | 48,178 | 4,297 | 1.56% | 1.56% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 48,124 | 4,292 | 1.59% | 1.59% | 296 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | No change | 47,680 | 4,253 | 0.05% | 0.05% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 47,536 | 4,240 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 47,323 | 4,221 | 0.86% | 0.86% | 299 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MOTCO | History | No change | 46,937 | 4,186 | 0.36% | 0.36% | 300 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |