AMERICAN CENTURY ETF TRUST - AVEM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
1,019 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 28,876,146 | 2,786,259 | 0.18% | 0.18% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 19,140,381 | 1,846,855 | 5.42% | 5.42% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,127,258 | 1,556,119 | 0.37% | 0.37% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 11,245,817 | 1,085,108 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,970,793 | 962,081 | 1.19% | 1.19% | 5 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,883,606 | 760,689 | 0.12% | 0.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,148,703 | 592,305 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 5,901,982 | 569,482 | 0.13% | 0.13% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,376,383 | 518,767 | 0.28% | 0.28% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,346,733 | 504,734 | 0.2% | 0.2% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,403,867 | 328,439 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,773,603 | 267,624 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,693,268 | 259,873 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 2,558,075 | 246,828 | 0.3% | 0.3% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 2,393,648 | 230,963 | 1.73% | 1.73% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Haverford Trust Co | History | No change | 2,368,819 | 228,567 | 1.97% | 1.97% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,295,165 | 221,460 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,188,324 | 211,158 | 0.25% | 0.25% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,182,737 | 210,612 | 0.43% | 0.43% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 2,094,497 | 202,098 | 0.18% | 0.18% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,885,486 | 181,930 | 3.52% | 3.52% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 1,824,994 | 176,093 | 0.17% | 0.17% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 1,639,286 | 158,174 | 0.16% | 0.16% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Annex Advisory Services, LLC | History | No change | 1,548,921 | 149,455 | 2.55% | 2.55% | 24 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,542,140 | 148,801 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 1,484,682 | 143,256 | 1.97% | 1.97% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,379,015 | 133,061 | 1.58% | 1.58% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,374,387 | 132,614 | 1.12% | 1.12% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,286,150 | 124,100 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,273,939 | 122,922 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,232,831 | 117,242 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,181,713 | 114,023 | 1.54% | 1.54% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,180,739 | 113,929 | 0.18% | 0.18% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MASECO LLP | History | No change | 1,161,088 | 112,068 | 3.15% | 3.15% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apella Capital, LLC | History | Added to | 1,149,116 | 109,108 | 1.38% | 1.3% | 35 | +151,968 | 15.24% | Q3 2026 | Oct 08, 2026 |
| Pure Financial Advisors, LLC | History | No change | 1,125,157 | 108,566 | 1.38% | 1.38% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 1,108,268 | 106,936 | 0.6% | 0.6% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 1,065,277 | 102,788 | 2.56% | 2.56% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NICOLET BANKSHARES INC | History | No change | 1,058,365 | 101,225 | 3.22% | 3.22% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oak Root LLC | History | No change | 1,075,466 | 101,115 | 11.15% | 11.45% | 40 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Gradient Investments LLC | History | Added to | 1,038,908 | 97,678 | 1.4% | 1.37% | 41 | +7,464 | 0.72% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 937,777 | 90,486 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 905,306 | 87,352 | 1.38% | 1.38% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 892,971 | 86,162 | 0.31% | 0.31% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 891,693 | 86,039 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 871,190 | 84,061 | 0.25% | 0.25% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | No change | 870,014 | 83,947 | 0.95% | 0.95% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 850,340 | 79,949 | 0.56% | 0.6% | 48 | +51,321 | 6.42% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | No change | 814,662 | 78,606 | 1.2% | 1.2% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 807,051 | 77,872 | 0.36% | 0.36% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 797,996 | 76,998 | 9.37% | 9.37% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 796,366 | 76,841 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 785,029 | 75,747 | 5.32% | 5.32% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 784,880 | 75,733 | 1.46% | 1.46% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 750,726 | 72,437 | 0.7% | 0.7% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 723,814 | 69,840 | 0.85% | 0.85% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | No change | 715,599 | 69,048 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 709,099 | 68,420 | 0.83% | 0.83% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 704,363 | 67,964 | 0.58% | 0.58% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 683,105 | 65,912 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 669,305 | 64,582 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATWOOD & PALMER INC | History | Added to | 683,140 | 64,228 | 3.3% | 3.47% | 62 | +8,623 | 1.28% | Q3 2026 | Oct 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 650,000 | 62,718 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Falcon Wealth Planning | History | No change | 632,978 | 61,076 | 3.86% | 3.86% | 64 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 627,972 | 60,592 | 3.83% | 3.83% | 65 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 613,449 | 59,192 | 0.37% | 0.37% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 610,432 | 58,900 | 3.13% | 3.13% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 567,849 | 54,791 | 2.71% | 2.71% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 554,738 | 53,526 | 3.35% | 3.35% | 69 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 515,769 | 49,766 | 1.23% | 1.23% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOSTER & MOTLEY INC | History | No change | 515,223 | 49,714 | 2.29% | 2.29% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Plan, Inc. | History | No change | 511,267 | 49,332 | 4.68% | 4.68% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tarbox Family Office, Inc. | History | No change | 506,746 | 48,895 | 7.0% | 7.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighPoint Advisor Group LLC | History | No change | 495,601 | 47,820 | 1.69% | 1.69% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Portfolios, Inc. | History | No change | 488,339 | 47,119 | 3.42% | 3.42% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 480,549 | 46,368 | 10.51% | 10.51% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 461,703 | 44,549 | 0.34% | 0.34% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McLean Asset Management Corp | History | No change | 489,332 | 43,800 | 5.79% | 5.79% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 435,036 | 41,976 | 1.44% | 1.44% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 429,143 | 41,407 | 0.19% | 0.19% | 80 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Truepoint, Inc. | History | No change | 427,119 | 41,212 | 0.86% | 0.86% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 421,788 | 40,698 | 0.87% | 0.87% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 402,768 | 38,863 | 4.94% | 4.94% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 401,179 | 38,709 | 6.49% | 6.49% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 403,568 | 37,991 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 388,904 | 37,525 | 5.71% | 5.71% | 86 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 362,842 | 35,010 | 2.57% | 2.57% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 371,309 | 34,910 | 2.99% | 3.21% | 88 | -172 | -0.05% | Q3 2026 | Oct 01, 2026 |
| Simplicity Wealth,LLC | History | No change | 358,301 | 34,572 | 1.17% | 1.17% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bridgewater Advisors Inc. | History | No change | 381,114 | 34,387 | 1.87% | 1.87% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 353,788 | 34,137 | 0.89% | 0.89% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 351,549 | 33,920 | 1.51% | 1.51% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 345,315 | 33,319 | 3.3% | 3.3% | 93 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JRM Investment Counsel, LLC | History | No change | 337,757 | 32,590 | 7.89% | 7.89% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 332,081 | 32,042 | 4.25% | 4.25% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 331,094 | 31,947 | 0.12% | 0.12% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ACT Advisors, LLC. | History | No change | 321,927 | 31,062 | 10.33% | 10.33% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 321,733 | 31,044 | 3.53% | 3.53% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 304,353 | 29,366 | 0.32% | 0.32% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 297,746 | 28,729 | 6.08% | 6.08% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HORAN Wealth, LLC | History | No change | 291,832 | 28,158 | 3.52% | 3.52% | 101 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| High Probability Advisors, LLC | History | No change | 289,841 | 27,966 | 2.99% | 2.99% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 289,536 | 27,937 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 289,426 | 27,926 | 0.19% | 0.19% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 288,955 | 27,881 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 287,748 | 27,764 | 2.2% | 2.2% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 287,031 | 27,695 | 0.18% | 0.18% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VeraBank, N.A. | History | No change | 282,048 | 27,214 | 4.5% | 4.5% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 279,704 | 26,980 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CGN Advisors LLC | History | No change | 274,549 | 26,491 | 1.93% | 1.93% | 110 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| JSF Financial, LLC | History | No change | 269,566 | 26,010 | 4.11% | 4.11% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Madison Asset Management, LLC | History | No change | 266,533 | 25,717 | 0.31% | 0.31% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 263,045 | 25,381 | 8.41% | 8.41% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUB Investment Partners, LLC | History | No change | 262,938 | 25,370 | 0.46% | 0.46% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WCG Wealth Advisors LLC | History | No change | 260,666 | 25,151 | 0.6% | 0.6% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 260,375 | 25,123 | 4.33% | 4.33% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| B&D White Capital Company, LLC | History | No change | 259,850 | 25,072 | 2.5% | 2.5% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 265,615 | 24,973 | 0.66% | 0.64% | 118 | +7,807 | 3.03% | Q3 2026 | Oct 05, 2026 |
| Fonville Wealth Management LLC | History | No change | 253,280 | 24,439 | 3.99% | 3.99% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 248,491 | 23,976 | 5.89% | 5.89% | 120 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Concord Wealth Partners | History | No change | 247,850 | 23,915 | 2.74% | 2.74% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REAP Financial Group, LLC | History | No change | 247,562 | 23,887 | 4.08% | 4.08% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Convergence Financial, LLC | History | No change | 247,021 | 23,835 | 1.9% | 1.9% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 250,839 | 23,583 | 3.73% | 4.15% | 124 | -14,574 | -5.49% | Q3 2026 | Oct 08, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 239,755 | 23,133 | 2.1% | 2.1% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marietta Wealth Management, LLC | History | No change | 239,063 | 23,067 | 2.38% | 2.38% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 238,063 | 22,970 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 237,632 | 22,929 | 6.0% | 6.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 234,831 | 22,658 | 2.6% | 2.6% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cooper Financial Group | History | Added to | 240,721 | 22,632 | 1.8% | 1.82% | 130 | +12,750 | 5.59% | Q3 2026 | Oct 07, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 233,739 | 22,553 | 3.49% | 3.49% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 229,497 | 22,144 | 0.23% | 0.23% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 229,475 | 22,142 | 0.96% | 0.96% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 224,982 | 21,708 | 0.18% | 0.18% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allen Capital Group, LLC | History | No change | 223,034 | 21,520 | 1.75% | 1.75% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 222,716 | 21,489 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 222,072 | 21,427 | 2.73% | 2.73% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 221,589 | 21,381 | 2.06% | 2.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 215,808 | 20,823 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 213,555 | 20,701 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 211,484 | 20,406 | 11.66% | 11.66% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BSW Wealth Partners | History | No change | 210,863 | 20,346 | 2.26% | 2.26% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WJ Interests, LLC | History | No change | 210,237 | 20,285 | 7.82% | 7.82% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 209,840 | 20,247 | 2.46% | 2.46% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 209,744 | 20,238 | 0.34% | 0.34% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 205,128 | 19,792 | 0.98% | 0.98% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 205,091 | 19,789 | 0.46% | 0.46% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Strategies Group, Inc. | History | No change | 215,692 | 19,778 | 3.15% | 3.15% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Venturi Wealth Management, LLC | History | No change | 202,202 | 19,510 | 0.75% | 0.75% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Waverly Advisors, LLC | History | No change | 201,204 | 19,414 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 200,559 | 19,351 | 1.5% | 1.5% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Intergy Private Wealth, LLC | History | No change | 199,827 | 19,281 | 4.45% | 4.45% | 152 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 201,564 | 18,951 | 3.22% | 3.31% | 153 | +411 | 0.2% | Q3 2026 | Oct 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 193,468 | 18,668 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Opus Capital Group, LLC | History | No change | 191,970 | 18,523 | 1.79% | 1.79% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Plancorp, LLC | History | No change | 198,641 | 18,076 | 0.44% | 0.44% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 186,638 | 18,008 | 1.96% | 1.96% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AIRE ADVISORS, LLC | History | No change | 186,412 | 17,986 | 2.93% | 2.93% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBRA WEALTH LLC | History | No change | 185,718 | 17,919 | 4.58% | 4.58% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 184,217 | 17,775 | 4.55% | 4.55% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 182,690 | 17,627 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modera Wealth Management, LLC | History | No change | 181,000 | 17,464 | 0.19% | 0.19% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 180,897 | 17,454 | 2.15% | 2.15% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 179,514 | 17,321 | 8.65% | 8.65% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triad Wealth Partners, LLC | History | No change | 190,829 | 17,218 | 1.01% | 1.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Edge Capital, LLC | History | No change | 178,396 | 17,213 | 2.07% | 2.07% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evelyn Partners Group Ltd | History | No change | 178,307 | 17,204 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berger Financial Group, Inc | History | No change | 177,096 | 17,088 | 0.87% | 0.87% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valued Wealth Advisors LLC | History | No change | 176,723 | 17,051 | 6.2% | 6.2% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ERn Financial, LLC | History | No change | 171,570 | 16,554 | 2.74% | 2.74% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Burton Enright Welch | History | No change | 171,345 | 16,533 | 1.94% | 1.94% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisor OS, LLC | History | No change | 170,054 | 16,408 | 1.1% | 1.1% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 169,802 | 16,155 | 1.77% | 1.77% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Three Arch Wealth Management LLC | History | No change | 164,994 | 15,920 | 2.44% | 2.44% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ABLE Financial Group, LLC | History | No change | 159,052 | 15,346 | 2.58% | 2.58% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 158,896 | 15,331 | 1.56% | 1.56% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 158,136 | 15,258 | 6.36% | 6.36% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 157,812 | 15,227 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 157,737 | 15,219 | 1.46% | 1.46% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 157,070 | 15,155 | 1.18% | 1.18% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Team Hewins, LLC | History | No change | 155,688 | 15,022 | 4.11% | 4.11% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Indivisible Partners | History | No change | 155,149 | 14,970 | 0.85% | 0.85% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEFINE FINANCIAL, LLC | History | No change | 154,063 | 14,865 | 6.83% | 6.83% | 183 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 153,774 | 14,837 | 2.73% | 2.73% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 153,472 | 14,804 | 1.5% | 1.5% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 165,221 | 14,788 | 2.09% | 2.09% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 152,069 | 14,673 | 0.84% | 0.84% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True North Advisors, LLC | History | No change | 151,215 | 14,590 | 1.39% | 1.39% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CreativeOne Wealth, LLC | History | No change | 150,123 | 14,485 | 0.31% | 0.31% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 149,838 | 14,457 | 6.75% | 6.75% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 149,160 | 14,392 | 0.16% | 0.16% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | No change | 147,694 | 14,251 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 146,977 | 14,181 | 5.85% | 5.85% | 193 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 146,171 | 14,104 | 0.13% | 0.13% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 146,030 | 14,090 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Planning, Inc. | History | Added to | 145,726 | 13,701 | 3.04% | 3.09% | 196 | +5,886 | 4.21% | Q3 2026 | Oct 08, 2026 |
| Mason & Associates Inc | History | No change | 141,979 | 13,699 | 2.21% | 2.21% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Verum Partners LLC | History | No change | 141,563 | 13,659 | 2.04% | 2.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | No change | 166,725 | 13,458 | 0.22% | 0.22% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 139,011 | 13,413 | 5.61% | 5.61% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Certified Advisory Corp | History | No change | 138,233 | 13,338 | 1.08% | 1.08% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Echo Wealth Management, LLC | History | No change | 137,979 | 13,313 | 6.79% | 6.79% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 135,938 | 13,116 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 136,029 | 12,978 | 5.28% | 4.89% | 204 | +1,012 | 0.75% | Q3 2026 | Oct 06, 2026 |
| Great Diamond Partners, LLC | History | No change | 133,492 | 12,880 | 2.21% | 2.21% | 205 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Choice Wealth Advisors LLC | History | No change | 133,375 | 12,869 | 4.52% | 4.52% | 206 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 55 North Private Wealth, LLC | History | No change | 131,634 | 12,701 | 2.5% | 2.5% | 207 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 131,477 | 12,686 | 4.54% | 4.54% | 208 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Freedom Financial Partners LLC | History | No change | 131,382 | 12,677 | 4.13% | 4.13% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAXON INTERESTS, INC. | History | No change | 129,969 | 12,540 | 3.46% | 3.46% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 129,783 | 12,522 | 3.05% | 3.05% | 211 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 128,697 | 12,417 | 1.64% | 1.64% | 212 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 128,235 | 12,373 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 127,415 | 12,294 | 1.73% | 1.73% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oak Wealth Advisors LLC | History | No change | 126,760 | 12,231 | 5.87% | 5.87% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy CG, LLC | History | No change | 126,193 | 12,176 | 3.12% | 3.12% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 125,042 | 12,065 | 6.62% | 6.62% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 124,477 | 12,010 | 1.26% | 1.26% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brickley Wealth Management | History | No change | 122,618 | 11,831 | 1.7% | 1.7% | 219 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tortoise Investment Management, LLC | History | No change | 121,127 | 11,687 | 0.87% | 0.87% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Torren Management, LLC | History | No change | 120,933 | 11,668 | 5.93% | 5.93% | 221 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | New | 122,988 | 11,563 | 1.65% | — | 222 | +122,988 | New | Q3 2026 | Oct 08, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 116,393 | 11,230 | 1.23% | 1.23% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Highland Financial Advisors, LLC | History | No change | 115,763 | 11,169 | 2.46% | 2.46% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dunhill Financial, LLC | History | No change | 116,420 | 11,167 | 2.28% | 2.28% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stewardship Advisors, LLC | History | No change | 114,918 | 11,088 | 2.3% | 2.3% | 226 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 112,790 | 10,883 | 1.2% | 1.2% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 111,548 | 10,763 | 0.64% | 0.64% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 111,228 | 10,732 | 1.24% | 1.24% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 109,953 | 10,609 | 0.22% | 0.22% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CURIO WEALTH, LLC | History | No change | 108,998 | 10,517 | 3.26% | 3.26% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 109,456 | 10,291 | 2.89% | 3.16% | 232 | +90 | 0.08% | Q3 2026 | Oct 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 106,236 | 10,250 | 0.16% | 0.16% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 105,563 | 10,185 | 2.22% | 2.22% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 105,450 | 10,174 | 1.29% | 1.29% | 235 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CENTRAL TRUST Co | History | No change | 104,991 | 10,130 | 0.18% | 0.18% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BetterWealth, LLC | History | No change | 104,621 | 10,094 | 1.79% | 1.79% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 110,278 | 9,948 | 1.19% | 1.19% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WMG Financial Advisors, LLC | History | No change | 102,989 | 9,937 | 3.74% | 3.74% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 101,935 | 9,835 | 3.09% | 3.09% | 240 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MN Wealth Advisors, LLC | History | No change | 101,253 | 9,769 | 4.16% | 4.16% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Heritage Family Offices, LLP | History | No change | 101,232 | 9,767 | 3.77% | 3.77% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 101,232 | 9,767 | 3.78% | 3.78% | 243 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 101,130 | 9,758 | 7.29% | 7.29% | 244 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 100,385 | 9,686 | 2.89% | 2.89% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GeoWealth Management, LLC | History | No change | 100,109 | 9,659 | 0.3% | 0.3% | 246 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 100,010 | 9,402 | 1.94% | 2.01% | 247 | -2,033 | -1.99% | Q3 2026 | Oct 05, 2026 |
| Hudson Capital Management LLC | History | No change | 97,429 | 9,400 | 2.27% | 2.27% | 248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Disciplina Capital Management LLC | History | No change | 97,396 | 9,397 | 0.97% | 0.97% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Passive Capital Management, LLC. | History | No change | 121,950 | 9,392 | 2.94% | 2.94% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 46 Peaks LLC | History | No change | 96,568 | 9,317 | 5.86% | 5.86% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 98,961 | 9,304 | 2.7% | 2.55% | 252 | +7,855 | 8.62% | Q3 2026 | Oct 05, 2026 |
| Align Financial, LLC | History | No change | 95,422 | 9,207 | 4.57% | 4.57% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 94,654 | 9,133 | 1.45% | 1.45% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 94,555 | 9,123 | 3.83% | 3.83% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 94,385 | 9,107 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 93,841 | 9,054 | 1.84% | 1.84% | 257 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 93,602 | 9,031 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tull Financial Group, Inc. | History | No change | 92,845 | 8,958 | 3.51% | 3.51% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Haven Private, LLC | History | No change | 92,606 | 8,935 | 3.4% | 3.4% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 92,288 | 8,904 | 3.39% | 3.39% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Blueprint, LLC | History | No change | 92,172 | 8,893 | 0.44% | 0.44% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chris Bulman Inc | History | No change | 91,934 | 8,870 | 3.24% | 3.24% | 263 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avant Financial Advisors LLC | History | No change | 91,426 | 8,821 | 5.49% | 5.49% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 94,053 | 8,799 | 1.16% | 1.16% | 265 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 91,105 | 8,790 | 5.26% | 5.26% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 90,334 | 8,716 | 0.35% | 0.35% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 90,062 | 8,690 | 4.11% | 4.11% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 89,651 | 8,650 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 88,695 | 8,558 | 3.11% | 3.11% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Flagstone Financial Management | History | No change | 88,013 | 8,492 | 1.9% | 1.9% | 271 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kings Path Partners LLC | History | No change | 88,015 | 8,492 | 2.26% | 2.26% | 272 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 86,728 | 8,368 | 3.91% | 3.91% | 273 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CROBAN | History | No change | 85,868 | 8,285 | 3.65% | 3.65% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 84,846 | 8,186 | 0.68% | 0.68% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REDW Wealth LLC | History | No change | 84,108 | 8,115 | 2.91% | 2.91% | 276 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Midwestern Financial, LLC /IA | History | No change | 83,210 | 8,028 | 5.62% | 5.62% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sylvest Advisors, LLC | History | No change | 83,114 | 8,019 | 3.61% | 3.61% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 82,450 | 7,955 | 0.48% | 0.48% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 81,833 | 7,896 | 0.52% | 0.52% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenspring Advisors, LLC | History | No change | 81,750 | 7,888 | 0.44% | 0.44% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independence Bank of Kentucky | History | No change | 81,226 | 7,837 | 0.88% | 0.88% | 282 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 211,955 | 7,823 | 4.29% | 4.29% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 80,713 | 7,788 | 5.1% | 5.1% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 80,585 | 7,775 | 0.09% | 0.09% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 80,537 | 7,770 | 2.67% | 2.67% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Telos Capital Management, Inc. | History | No change | 80,020 | 7,721 | 0.68% | 0.68% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Wealth Partners, LLC | History | No change | 80,010 | 7,720 | 1.1% | 1.1% | 288 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EnRich Financial Partners LLC | History | No change | 79,476 | 7,668 | 1.82% | 1.82% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 79,148 | 7,637 | 0.08% | 0.08% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LexAurum Advisors, LLC | History | No change | 78,812 | 7,604 | 0.88% | 0.88% | 291 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Objectivity Squared, LLC | History | No change | 77,497 | 7,477 | 4.21% | 4.21% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AWM CAPITAL, LLC | History | No change | 77,461 | 7,474 | 0.6% | 0.6% | 293 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savvy Advisors, Inc. | History | No change | 77,440 | 7,472 | 0.16% | 0.16% | 294 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EWA, LLC | History | No change | 77,426 | 7,470 | 1.36% | 1.36% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Harbor Group, Inc. | History | No change | 77,026 | 7,432 | 0.87% | 0.87% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 78,803 | 7,409 | 0.91% | 1.0% | 297 | -245 | -0.31% | Q3 2026 | Oct 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 76,432 | 7,374 | 1.39% | 1.39% | 298 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| GAINLINE FINANCIAL PARTNERS, LLC | History | No change | 76,374 | 7,369 | 6.88% | 6.88% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Grove Bank & Trust | History | Added to | 78,367 | 7,368 | 0.73% | 0.75% | 300 | +13 | 0.02% | Q3 2026 | Oct 08, 2026 |