AMERICAN CENTURY ETF TRUST - AVDV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | No change | 33,269,635 | 3,453,387 | 1.38% | 1.38% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 25,514,696 | 2,629,289 | 1.54% | 1.54% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 11,690,609 | 1,204,719 | 3.54% | 3.54% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 4,813,065 | 495,986 | 0.51% | 0.51% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,692,285 | 483,540 | 4.1% | 4.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accredited Investors Inc. | History | No change | 2,685,375 | 276,727 | 11.96% | 11.96% | 6 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,637,014 | 271,744 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,361,879 | 243,391 | 2.6% | 2.6% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 2,351,220 | 242,293 | 9.22% | 9.22% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haverford Trust Co | History | No change | 1,704,861 | 175,685 | 1.52% | 1.52% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 1,685,320 | 173,672 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 1,646,823 | 169,705 | 2.16% | 2.16% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 1,632,319 | 168,210 | 0.2% | 0.2% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,329,478 | 137,002 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 1,097,195 | 113,066 | 0.16% | 0.16% | 15 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MORGAN STANLEY | History | No change | 1,036,301 | 106,790 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,016,733 | 104,774 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,016,369 | 104,736 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,003,126 | 103,372 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unison Advisors LLC | History | No change | 831,796 | 85,716 | 5.98% | 5.98% | 20 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 749,670 | 77,253 | 3.34% | 3.34% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Frontier Asset Management, LLC | History | No change | 665,648 | 68,594 | 12.29% | 12.29% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 663,940 | 68,419 | 1.0% | 1.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 622,801 | 64,179 | 0.32% | 0.32% | 24 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Apella Capital, LLC | History | Added to | 569,360 | 61,525 | 0.78% | 0.77% | 25 | +43,507 | 8.27% | Q3 2026 | Oct 08, 2026 |
| Wealth Management Nebraska | History | No change | 574,120 | 59,163 | 5.28% | 5.28% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Burton Enright Welch | History | No change | 554,449 | 57,135 | 6.71% | 6.71% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Empowered Funds, LLC | History | No change | 548,409 | 56,513 | 0.3% | 0.3% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 530,912 | 54,710 | 0.21% | 0.21% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 514,954 | 53,066 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 508,290 | 52,379 | 0.33% | 0.33% | 31 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Foster Group, Inc. | History | No change | 501,980 | 51,728 | 1.37% | 1.37% | 32 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 494,300 | 50,937 | 5.2% | 5.2% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 484,875 | 49,966 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 484,542 | 49,932 | 4.19% | 4.19% | 35 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brickley Wealth Management | History | No change | 449,714 | 46,343 | 6.65% | 6.65% | 36 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 427,007 | 44,003 | 2.76% | 2.76% | 37 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Greenline Partners, LLC | History | No change | 424,813 | 43,776 | 4.45% | 4.45% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 421,412 | 43,426 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 384,008 | 39,572 | 3.86% | 3.86% | 40 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 363,714 | 37,480 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 362,990 | 37,406 | 6.48% | 6.48% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 350,754 | 36,145 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 340,704 | 35,109 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | No change | 340,588 | 35,097 | 1.79% | 1.79% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 338,706 | 34,903 | 4.24% | 4.24% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marquette Asset Management, LLC | History | No change | 330,111 | 34,017 | 4.37% | 4.37% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlphaCore Capital LLC | History | No change | 319,885 | 32,964 | 0.61% | 0.61% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meredith Wealth Planning | History | No change | 317,877 | 32,757 | 7.73% | 7.73% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Emprise Bank | History | Added to | 298,753 | 32,677 | 12.49% | 11.23% | 50 | +2,908 | 0.98% | Q3 2026 | Oct 07, 2026 |
| Opus Capital Group, LLC | History | No change | 309,726 | 31,917 | 3.09% | 3.09% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Krilogy Financial LLC | History | No change | 303,166 | 31,241 | 0.92% | 0.92% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ATWOOD & PALMER INC | History | Added to | 285,145 | 31,189 | 1.6% | 1.53% | 53 | +6,444 | 2.31% | Q3 2026 | Oct 08, 2026 |
| Magnus Financial Group LLC | History | No change | 297,911 | 30,699 | 2.17% | 2.17% | 54 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bleakley Financial Group, LLC | History | No change | 295,820 | 30,484 | 0.39% | 0.39% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 276,552 | 28,498 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DEFINE FINANCIAL, LLC | History | No change | 269,261 | 27,747 | 12.74% | 12.74% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Falcon Wealth Planning | History | No change | 267,454 | 27,561 | 1.74% | 1.74% | 58 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 262,245 | 27,025 | 0.25% | 0.25% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 261,126 | 26,909 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 258,980 | 26,687 | 3.52% | 3.52% | 61 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 255,834 | 26,363 | 10.13% | 10.13% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 255,151 | 26,293 | 5.96% | 5.96% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 253,983 | 26,172 | 0.25% | 0.25% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Investment Management, LLC | History | No change | 253,695 | 26,143 | 0.95% | 0.95% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 252,626 | 26,033 | 8.7% | 8.7% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| B&D White Capital Company, LLC | History | No change | 246,676 | 25,419 | 2.53% | 2.53% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 245,635 | 25,312 | 14.5% | 14.5% | 68 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 245,942 | 25,223 | 3.62% | 3.62% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 238,611 | 24,588 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 231,651 | 23,871 | 3.81% | 3.81% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 230,444 | 23,747 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peirce Capital Management, LLC | History | No change | 222,752 | 22,954 | 8.42% | 8.42% | 73 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 213,530 | 22,004 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squire Investment Management Company, LLC | History | No change | 206,275 | 21,256 | 5.12% | 5.12% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 205,867 | 21,214 | 2.1% | 2.1% | 76 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 200,844 | 20,696 | 3.35% | 3.35% | 77 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 196,010 | 20,198 | 0.32% | 0.32% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 195,266 | 20,122 | 1.76% | 1.76% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Architects, LLC | History | No change | 194,456 | 20,038 | 1.58% | 1.58% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 192,982 | 19,886 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 192,772 | 19,865 | 3.0% | 3.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 189,877 | 19,566 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | No change | 188,913 | 19,467 | 0.31% | 0.31% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 187,077 | 19,278 | 3.11% | 3.11% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prosperity Planning, Inc. | History | No change | 185,156 | 19,080 | 4.37% | 4.37% | 86 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 183,604 | 18,920 | 3.74% | 3.74% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 180,927 | 18,659 | 8.84% | 8.84% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| McMill Wealth Management | History | No change | 178,884 | 18,434 | 4.42% | 4.42% | 89 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 178,867 | 18,432 | 1.73% | 1.73% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 178,372 | 18,381 | 5.48% | 5.48% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 177,960 | 18,340 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 176,535 | 18,191 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 176,120 | 18,157 | 0.44% | 0.44% | 94 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JRM Investment Counsel, LLC | History | No change | 175,220 | 18,056 | 4.37% | 4.37% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 174,577 | 17,990 | 2.98% | 2.98% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 172,213 | 17,746 | 6.91% | 6.91% | 97 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 168,723 | 17,580 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | No change | 168,225 | 17,335 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 172,848 | 17,263 | 0.29% | 0.29% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invariant Investment Management | History | Added to | 156,295 | 17,050 | 9.86% | 9.36% | 101 | +5,357 | 3.55% | Q3 2026 | Oct 08, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 165,162 | 17,019 | 1.97% | 1.97% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Penserra Capital Management LLC | History | No change | 165,093 | 17,012 | 0.13% | 0.13% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Partners, LLC | History | No change | 162,609 | 16,756 | 7.79% | 7.79% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waverly Advisors, LLC | History | No change | 162,299 | 16,724 | 0.1% | 0.1% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 162,263 | 16,721 | 6.08% | 6.08% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 150,923 | 16,507 | 0.12% | 0.1% | 107 | +30,494 | 25.32% | Q3 2026 | Oct 08, 2026 |
| CITADEL ADVISORS LLC | History | No change | 154,563 | 15,927 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Mariner, LLC | History | No change | 154,263 | 15,896 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 153,736 | 15,842 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 151,087 | 15,442 | 1.84% | 1.84% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Flagstone Financial Management | History | No change | 148,297 | 15,281 | 3.42% | 3.42% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aerodigm Wealth, LLC | History | No change | 148,229 | 15,274 | 5.16% | 5.16% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 147,113 | 15,160 | 0.62% | 0.62% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBRA WEALTH LLC | History | No change | 147,027 | 15,151 | 3.87% | 3.87% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 145,978 | 15,043 | 3.67% | 3.67% | 116 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fonville Wealth Management LLC | History | No change | 145,825 | 15,027 | 2.45% | 2.45% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Three Arch Wealth Management LLC | History | No change | 144,506 | 14,891 | 2.28% | 2.28% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Robinswood Financial LLC | History | No change | 143,954 | 14,834 | 4.25% | 4.25% | 119 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Intergy Private Wealth, LLC | History | No change | 140,370 | 14,465 | 3.34% | 3.34% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Barry Investment Advisors, LLC | History | No change | 140,363 | 14,464 | 3.03% | 3.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 131,465 | 14,379 | 2.97% | 2.77% | 122 | -36 | -0.03% | Q3 2026 | Oct 05, 2026 |
| Private Wealth Management Group, LLC | History | No change | 139,149 | 14,339 | 3.33% | 3.33% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 134,910 | 13,902 | 4.27% | 4.27% | 124 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 134,126 | 13,821 | 1.98% | 1.98% | 125 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Friday Financial | History | No change | 130,837 | 13,578 | 3.64% | 3.64% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wedmont Private Capital | History | No change | 130,165 | 13,563 | 0.37% | 0.37% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Larson Financial Group LLC | History | No change | 130,033 | 13,399 | 0.35% | 0.35% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apeiron RIA LLC | History | Added to | 122,734 | 13,262 | 3.01% | 3.23% | 129 | +731 | 0.6% | Q3 2026 | Oct 08, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 127,610 | 13,150 | 0.59% | 0.59% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 119,821 | 13,106 | 0.22% | 0.2% | 131 | -5,877 | -4.68% | Q3 2026 | Oct 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 126,932 | 13,080 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Telos Capital Management, Inc. | History | No change | 126,197 | 13,004 | 1.15% | 1.15% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 125,353 | 12,917 | 2.82% | 2.82% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Horizon Investments, LLC | History | No change | 414,103 | 12,741 | 0.14% | 0.14% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 119,694 | 12,334 | 0.98% | 0.98% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | No change | 117,186 | 12,075 | 0.32% | 0.32% | 137 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ASSETMARK, INC | History | No change | 111,012 | 11,439 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Annex Advisory Services, LLC | History | No change | 109,690 | 11,303 | 0.19% | 0.19% | 139 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Highland Financial Advisors, LLC | History | No change | 108,171 | 11,147 | 2.45% | 2.45% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Factor Wealth Management LTD | History | Added to | 99,938 | 10,931 | 1.67% | 1.53% | 141 | +1,790 | 1.82% | Q3 2026 | Oct 08, 2026 |
| REAP Financial Group, LLC | History | No change | 105,749 | 10,897 | 1.86% | 1.86% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 104,566 | 10,775 | 1.33% | 1.33% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 104,377 | 10,756 | 3.09% | 3.09% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HBE Wealth Management, LLC | History | No change | 104,095 | 10,727 | 7.7% | 7.7% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 104,024 | 10,719 | 3.9% | 3.9% | 146 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 103,936 | 10,710 | 3.68% | 3.68% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Schulz Wealth, LTD. | History | No change | 103,193 | 10,634 | 5.49% | 5.49% | 148 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 97,956 | 10,094 | 3.89% | 3.89% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WMG Financial Advisors, LLC | History | No change | 97,070 | 10,003 | 3.77% | 3.77% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| True North Advisors, LLC | History | No change | 95,704 | 9,862 | 0.94% | 0.94% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WealthCollab, LLC | History | No change | 95,159 | 9,806 | 3.55% | 3.55% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreFirst Bank & Trust | History | No change | 95,088 | 9,798 | 4.87% | 4.87% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 93,881 | 9,674 | 3.68% | 3.68% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Betterment LLC | History | No change | 91,956 | 9,476 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 91,314 | 9,469 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 90,797 | 9,356 | 1.77% | 1.77% | 157 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BlackRock, Inc. | History | No change | 90,695 | 9,346 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Management Systems Inc. | History | No change | 90,488 | 9,324 | 1.91% | 1.91% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HB Wealth Management, LLC | History | No change | 90,335 | 9,309 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 82,511 | 9,056 | 6.72% | 6.72% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 84,956 | 9,041 | 2.47% | 2.47% | 162 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 85,787 | 8,840 | 3.16% | 3.16% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 83,717 | 8,627 | 5.39% | 5.39% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Qube Research & Technologies Ltd | History | No change | 83,687 | 8,623 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 81,859 | 8,435 | 3.94% | 3.94% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 81,226 | 8,370 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XY Planning Network, Inc. | History | No change | 80,955 | 8,342 | 1.05% | 1.05% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 80,328 | 8,277 | 1.77% | 1.77% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 79,683 | 8,218 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 79,576 | 8,200 | 1.59% | 1.59% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 79,266 | 8,168 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellecapital International Ltd. | History | No change | 79,245 | 8,166 | 1.31% | 1.31% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | No change | 78,655 | 8,105 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beta Wealth Group, Inc. | History | No change | 77,859 | 8,023 | 3.01% | 3.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 77,575 | 7,994 | 0.76% | 0.76% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 77,457 | 7,981 | 0.52% | 0.52% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bull Oak Capital, LLC | History | No change | 76,925 | 7,927 | 2.64% | 2.64% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oceanside Advisors LLC | History | No change | 76,498 | 7,883 | 3.98% | 3.98% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 76,304 | 7,863 | 2.98% | 2.98% | 180 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 76,258 | 7,858 | 4.49% | 4.49% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 74,096 | 7,636 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 73,757 | 7,600 | 3.14% | 3.14% | 183 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 73,718 | 7,596 | 1.98% | 1.98% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COWA, LLC | History | No change | 73,577 | 7,582 | 1.9% | 1.9% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 73,087 | 7,531 | 0.59% | 0.59% | 186 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Kestra Investment Management, LLC | History | No change | 72,937 | 7,516 | 0.15% | 0.15% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Harbor Group, Inc. | History | No change | 72,251 | 7,445 | 0.87% | 0.87% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 72,144 | 7,434 | 1.59% | 1.59% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 71,554 | 7,373 | 4.92% | 4.92% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 71,156 | 7,332 | 1.62% | 1.62% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Blueprint, LLC | History | No change | 70,637 | 7,279 | 0.36% | 0.36% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kings Path Partners LLC | History | No change | 68,691 | 7,078 | 1.88% | 1.88% | 193 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 68,281 | 7,036 | 0.68% | 0.68% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 67,642 | 6,970 | 1.33% | 1.33% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EJMK Ventures LLC | History | No change | 66,668 | 6,870 | 3.12% | 3.12% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Estate Counselors, LLC | History | No change | 66,480 | 6,850 | 0.59% | 0.59% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Simplicity Wealth,LLC | History | No change | 66,237 | 6,825 | 0.23% | 0.23% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | No change | 65,934 | 6,794 | 3.81% | 3.81% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oak Wealth Advisors LLC | History | No change | 64,510 | 6,647 | 3.19% | 3.19% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CURIO WEALTH, LLC | History | No change | 63,452 | 6,538 | 2.03% | 2.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 63,201 | 6,512 | 0.51% | 0.51% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, LLC | History | No change | 62,834 | 6,475 | 2.56% | 2.56% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 62,327 | 6,422 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trilogy Capital Inc. | History | No change | 62,150 | 6,404 | 0.25% | 0.25% | 205 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Oath Planning, LLC | History | No change | 61,867 | 6,375 | 4.73% | 4.73% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 60,995 | 6,285 | 2.37% | 2.37% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 60,864 | 6,272 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 60,781 | 6,263 | 3.78% | 3.78% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Community Bank, N.A. | History | No change | 60,212 | 6,204 | 0.67% | 0.67% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avant Financial Advisors LLC | History | No change | 60,142 | 6,197 | 3.86% | 3.86% | 211 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 59,639 | 6,145 | 0.21% | 0.21% | 212 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 59,480 | 6,129 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 59,099 | 6,090 | 1.36% | 1.36% | 214 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Greenspring Advisors, LLC | History | No change | 58,441 | 6,022 | 0.33% | 0.33% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 57,971 | 5,973 | 4.39% | 4.39% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Davidson Kahn Capital Management, LLC | History | No change | 57,497 | 5,933 | 2.55% | 2.55% | 217 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Quantinno Capital Management LP | History | No change | 57,097 | 5,883 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 56,682 | 5,867 | 0.12% | 0.12% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 56,253 | 5,796 | 0.19% | 0.19% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 55,968 | 5,767 | 0.61% | 0.61% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | No change | 55,360 | 5,704 | 3.33% | 3.33% | 222 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 51,828 | 5,668 | 0.48% | 0.48% | 223 | +50 | 0.1% | Q3 2026 | Oct 01, 2026 |
| Leibman Financial Services, Inc. | History | No change | 54,662 | 5,632 | 3.74% | 3.74% | 224 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bauman Advisory Group, LLC | History | No change | 54,109 | 5,575 | 2.95% | 2.95% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prism Planning Partners LLC | History | No change | 53,754 | 5,539 | 5.86% | 5.86% | 226 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | History | No change | 53,698 | 5,533 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Towerpoint Wealth, LLC | History | No change | 53,615 | 5,525 | 1.91% | 1.91% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 53,100 | 5,471 | 0.88% | 0.88% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cascade Financial Partners, LLC | History | No change | 52,960 | 5,457 | 0.47% | 0.47% | 230 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthfront Advisers LLC | History | No change | 52,614 | 5,421 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stone Summit Wealth LLC | History | No change | 51,721 | 5,329 | 1.35% | 1.35% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | No change | 51,561 | 5,313 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 50,509 | 5,204 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 50,334 | 5,186 | 0.79% | 0.79% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 49,915 | 5,143 | 1.05% | 1.05% | 236 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Laurel Wealth Planning LLC | History | No change | 49,705 | 5,122 | 2.27% | 2.27% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Systelligence, LLC | History | No change | 49,411 | 5,091 | 0.85% | 0.85% | 238 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 48,648 | 5,013 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 48,257 | 4,972 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Haven Private, LLC | History | No change | 47,088 | 4,852 | 1.84% | 1.84% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tortoise Investment Management, LLC | History | No change | 46,832 | 4,826 | 0.36% | 0.36% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 46,201 | 4,761 | 3.41% | 3.41% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 46,003 | 4,740 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 44,988 | 4,636 | 0.1% | 0.1% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 44,876 | 4,624 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 44,152 | 4,549 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset One Wealth Management LLC | History | No change | 42,072 | 4,414 | 0.47% | 0.47% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 41,546 | 4,281 | 3.44% | 3.44% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 41,526 | 4,279 | 1.89% | 1.89% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cloud Capital Management, LLC | History | No change | 41,189 | 4,243 | 1.55% | 1.55% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 40,935 | 4,218 | 0.42% | 0.42% | 252 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 40,790 | 4,203 | 3.43% | 3.43% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Platform Wealth Management, LLC | History | No change | 40,373 | 4,160 | 1.52% | 1.52% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waterfront Wealth Inc. | History | No change | 39,610 | 4,127 | 0.64% | 0.64% | 255 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sigma Planning Corp | History | No change | 39,996 | 4,121 | 0.1% | 0.1% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospect Financial Group LLC | History | No change | 39,966 | 4,118 | 3.32% | 3.32% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 39,580 | 4,078 | 0.12% | 0.12% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 36,195 | 3,959 | 1.59% | 1.42% | 259 | +3,504 | 10.72% | Q3 2026 | Oct 08, 2026 |
| Stokes Family Office, LLC | History | No change | 38,335 | 3,950 | 0.46% | 0.46% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 38,268 | 3,943 | 0.2% | 0.2% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Index Fund Advisors, Inc. | History | No change | 37,974 | 3,913 | 0.16% | 0.16% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 37,384 | 3,852 | 2.23% | 2.23% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 37,372 | 3,851 | 0.99% | 0.99% | 264 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WorthPointe, LLC | History | No change | 36,877 | 3,800 | 0.95% | 0.95% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AIRE ADVISORS, LLC | History | No change | 36,741 | 3,786 | 0.62% | 0.62% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 35,772 | 3,727 | 0.36% | 0.36% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 35,886 | 3,698 | 1.59% | 1.59% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| E-Wealth Partners, LLC | History | No change | 34,703 | 3,576 | 2.58% | 2.58% | 269 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Savvy Advisors, Inc. | History | No change | 34,348 | 3,539 | 0.08% | 0.08% | 270 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 34,045 | 3,517 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 33,914 | 3,494 | 0.76% | 0.76% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BWM Planning, LLC | History | No change | 33,699 | 3,472 | 0.81% | 0.81% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 31,715 | 3,468 | 0.68% | 0.71% | 274 | -880 | -2.7% | Q3 2026 | Oct 05, 2026 |
| Evanson Financial, LLC | History | No change | 33,399 | 3,441 | 0.17% | 0.17% | 275 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 33,339 | 3,435 | 0.2% | 0.2% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 33,272 | 3,428 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 33,194 | 3,420 | 0.13% | 0.13% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capstone Wealth Management, LLC | History | No change | 33,085 | 3,409 | 1.58% | 1.58% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 32,891 | 3,389 | 1.62% | 1.62% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 32,366 | 3,344 | 0.11% | 0.11% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 31,821 | 3,279 | 0.21% | 0.21% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 31,532 | 3,249 | 0.26% | 0.26% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trailhead Planners LLC | History | No change | 31,299 | 3,225 | 3.12% | 3.12% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capasso Planning Partners LLC | History | No change | 31,059 | 3,200 | 1.6% | 1.6% | 285 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 30,824 | 3,176 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RCS Financial Planning, LLC | History | No change | 29,877 | 3,078 | 1.46% | 1.46% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COURIER CAPITAL LLC | History | No change | 29,856 | 3,076 | 0.15% | 0.15% | 288 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sanchez Levi Garrett | History | No change | 29,716 | 3,062 | 1.66% | 1.66% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belleair Asset Management, LLC | History | No change | 29,691 | 3,059 | 2.57% | 2.57% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Orion Capital Management LLC | History | No change | 29,243 | 3,013 | 0.93% | 0.93% | 291 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Equita Financial Network, Inc. | History | No change | 29,176 | 3,006 | 0.83% | 0.83% | 292 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 28,509 | 2,937 | 2.49% | 2.49% | 293 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 28,398 | 2,926 | 0.17% | 0.17% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tillman Hartley LLC | History | No change | 28,351 | 2,921 | 0.66% | 0.66% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 28,275 | 2,913 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McLean Asset Management Corp | History | No change | 27,648 | 2,893 | 0.38% | 0.38% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Seed Wealth Management, Inc. | History | No change | 27,882 | 2,873 | 1.82% | 1.82% | 298 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversify Advisory Services, LLC | History | No change | 26,905 | 2,800 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 26,905 | 2,800 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |