AMERICAN CENTURY ETF TRUST - AVLV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 32,368,237 | 2,952,306 | 1.58% | 1.58% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,702,541 | 1,705,858 | 0.85% | 0.85% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,886,267 | 912,029 | 1.36% | 1.41% | 3 | +659,861 | 7.15% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,778,034 | 891,821 | 0.21% | 0.21% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,620,546 | 423,180 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 4,005,109 | 365,305 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,608,727 | 329,151 | 0.15% | 0.15% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 2,734,778 | 249,439 | 0.26% | 0.26% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 2,726,265 | 248,662 | 0.3% | 0.3% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Falcon Wealth Planning | History | No change | 2,077,645 | 189,502 | 11.96% | 11.96% | 10 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 1,946,250 | 177,517 | 14.9% | 14.9% | 11 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | No change | 1,754,726 | 160,048 | 0.93% | 0.93% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 1,592,606 | 145,261 | 1.76% | 1.76% | 13 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,592,353 | 145,238 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 1,478,222 | 134,828 | 0.4% | 0.4% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 1,454,277 | 132,644 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,397,539 | 127,469 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 1,382,944 | 126,138 | 1.61% | 1.61% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,356,674 | 123,742 | 12.08% | 12.08% | 19 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,327,308 | 121,063 | 7.58% | 7.58% | 20 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 1,242,346 | 113,314 | 2.6% | 2.6% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,208,088 | 112,460 | 6.13% | 6.13% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | No change | 1,205,715 | 109,973 | 1.98% | 1.98% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | No change | 1,139,973 | 103,977 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 1,130,339 | 103,098 | 11.74% | 11.74% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 1,076,147 | 98,155 | 0.65% | 0.65% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,045,145 | 95,327 | 0.12% | 0.12% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Management Nebraska | History | No change | 1,040,364 | 94,891 | 8.47% | 8.47% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 1,024,753 | 93,467 | 6.61% | 6.61% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 933,121 | 85,163 | 0.35% | 0.35% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B&D White Capital Company, LLC | History | No change | 903,710 | 82,427 | 8.2% | 8.2% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ESL Trust Services, LLC | History | No change | 843,691 | 76,953 | 13.12% | 13.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 838,300 | 76,461 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 775,298 | 70,714 | 0.66% | 0.66% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | No change | 756,072 | 68,961 | 0.95% | 0.95% | 35 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 736,028 | 67,133 | 3.5% | 3.5% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 722,783 | 65,925 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 706,032 | 64,397 | 0.4% | 0.4% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 700,394 | 63,883 | 0.11% | 0.11% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 676,877 | 61,737 | 10.69% | 10.69% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 667,153 | 60,851 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 660,801 | 60,265 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 651,701 | 59,441 | 0.54% | 0.54% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 642,722 | 58,622 | 0.5% | 0.5% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 634,091 | 57,835 | 0.1% | 0.1% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 637,838 | 57,686 | 10.72% | 10.98% | 46 | +1,655 | 0.26% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 593,451 | 53,671 | 0.38% | 0.41% | 47 | +12,883 | 2.22% | Q3 2026 | Oct 08, 2026 |
| Kestra Advisory Services, LLC | History | No change | 568,940 | 51,893 | 0.17% | 0.17% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JRM Investment Counsel, LLC | History | No change | 541,727 | 49,410 | 11.96% | 11.96% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 529,807 | 48,323 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 521,766 | 47,590 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 502,911 | 45,870 | 2.58% | 2.58% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Opus Capital Group, LLC | History | No change | 502,053 | 45,792 | 4.44% | 4.44% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Visionary Wealth Advisors | History | No change | 494,417 | 45,095 | 1.78% | 1.78% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 487,176 | 44,435 | 6.88% | 6.88% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 476,527 | 43,463 | 6.12% | 6.12% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MASON STREET ADVISORS, LLC | History | No change | 474,820 | 43,308 | 3.9% | 3.9% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 448,575 | 40,914 | 13.55% | 13.55% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 444,515 | 40,544 | 3.59% | 3.59% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apella Capital, LLC | History | Added to | 431,721 | 39,662 | 0.5% | 0.45% | 60 | +81,311 | 23.2% | Q3 2026 | Oct 08, 2026 |
| Aprio Wealth Management, LLC | History | No change | 421,374 | 38,433 | 1.9% | 1.9% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 417,647 | 38,093 | 0.25% | 0.25% | 62 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 406,520 | 37,078 | 2.48% | 2.48% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 393,553 | 35,896 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 372,316 | 33,958 | 10.68% | 10.68% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 367,041 | 33,477 | 5.96% | 5.96% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 358,021 | 32,841 | 0.66% | 0.66% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 355,983 | 32,593 | 4.69% | 4.26% | 68 | +31,732 | 9.79% | Q3 2026 | Oct 08, 2026 |
| Symmetry Partners, LLC | History | No change | 344,510 | 31,422 | 1.6% | 1.6% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 336,376 | 30,675 | 3.12% | 3.12% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 312,452 | 28,498 | 13.56% | 13.56% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 309,512 | 28,230 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fonville Wealth Management LLC | History | No change | 294,650 | 26,875 | 4.39% | 4.39% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| River Road Asset Management, LLC | History | No change | 293,193 | 26,742 | 0.3% | 0.3% | 74 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McMill Wealth Management | History | No change | 291,738 | 26,609 | 6.38% | 6.38% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Wealth Partners, LLC | History | No change | 279,084 | 25,455 | 11.83% | 11.83% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Austin Wealth Management, LLC | History | No change | 267,001 | 24,470 | 5.17% | 5.17% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AIRE ADVISORS, LLC | History | No change | 267,585 | 24,406 | 3.97% | 3.97% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova R Wealth, Inc. | History | No change | 259,158 | 23,637 | 6.9% | 6.9% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 253,772 | 23,146 | 2.94% | 2.94% | 80 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REAP Financial Group, LLC | History | No change | 250,615 | 22,858 | 3.9% | 3.9% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meritas Wealth Management, LLC | History | No change | 248,212 | 22,639 | 8.84% | 8.84% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Investment Management, LLC | History | No change | 247,841 | 22,605 | 0.44% | 0.44% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 247,158 | 22,543 | 2.05% | 2.05% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WJ Interests, LLC | History | No change | 246,306 | 22,465 | 8.66% | 8.66% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 246,107 | 22,447 | 7.7% | 7.7% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 246,027 | 22,440 | 1.64% | 1.64% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keener Financial Planning LLC | History | No change | 245,336 | 22,377 | 8.0% | 8.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Oceanside Advisors LLC | History | No change | 243,901 | 22,246 | 11.23% | 11.23% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 237,431 | 21,656 | 4.62% | 4.62% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 229,963 | 20,974 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 227,848 | 20,782 | 7.89% | 7.89% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Providence Financial Advisors, LLC | History | No change | 225,587 | 20,575 | 11.7% | 11.7% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advantage Trust Co | History | No change | 222,996 | 20,339 | 7.16% | 7.16% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 224,744 | 20,325 | 14.57% | 15.06% | 95 | -11,889 | -5.02% | Q3 2026 | Oct 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 217,738 | 19,692 | 0.55% | — | 96 | +217,738 | New | Q3 2026 | Oct 08, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 210,507 | 19,200 | 10.54% | 10.54% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 210,461 | 19,196 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Financial, LLC | History | No change | 204,736 | 18,673 | 2.2% | 2.2% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Perigon Wealth Management, LLC | History | No change | 203,328 | 18,545 | 0.29% | 0.29% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BostonPremier Wealth LLC | History | No change | 203,126 | 18,527 | 7.87% | 7.87% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kooman & Associates | History | No change | 201,011 | 18,334 | 4.92% | 4.92% | 102 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 199,347 | 18,182 | 0.34% | 0.34% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verus Financial Partners, Inc. | History | No change | 197,709 | 18,033 | 1.54% | 1.54% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 194,067 | 17,700 | 4.74% | 4.74% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 191,479 | 17,464 | 0.57% | 0.57% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 190,429 | 17,222 | 2.93% | 2.83% | 107 | +8,261 | 4.53% | Q3 2026 | Oct 07, 2026 |
| Atria Investments, Inc | History | No change | 187,597 | 17,110 | 0.17% | 0.17% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 187,274 | 17,081 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 186,096 | 16,973 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 187,163 | 16,927 | 3.5% | 3.42% | 111 | +3,596 | 1.96% | Q3 2026 | Oct 05, 2026 |
| Valued Wealth Advisors LLC | History | No change | 183,729 | 16,757 | 6.09% | 6.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 181,790 | 16,581 | 4.25% | 4.25% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 178,594 | 16,289 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Certified Advisory Corp | History | No change | 176,900 | 16,135 | 1.3% | 1.3% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Northland Capital Management LLC | History | No change | 169,703 | 15,478 | 8.34% | 8.34% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 169,781 | 15,354 | 8.79% | 8.7% | 117 | +6,230 | 3.81% | Q3 2026 | Oct 08, 2026 |
| Krilogy Financial LLC | History | Reduced | 162,529 | 15,092 | 0.41% | 0.46% | 118 | -8,937 | -5.21% | Q3 2026 | Oct 13, 2026 |
| Greenwich Wealth Management LLC | History | No change | 164,554 | 15,009 | 0.55% | 0.55% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kings Path Partners LLC | History | No change | 163,487 | 14,911 | 3.97% | 3.97% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AE Wealth Management LLC | History | No change | 161,076 | 14,691 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 159,480 | 14,546 | 0.16% | 0.16% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McLean Asset Management Corp | History | No change | 156,329 | 14,407 | 1.9% | 1.9% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 154,047 | 14,050 | 0.33% | 0.33% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 155,074 | 14,024 | 5.2% | 5.2% | 125 | +5,383 | 3.6% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 150,713 | 13,746 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 150,062 | 13,687 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Reduced | 146,789 | 13,275 | 4.05% | 5.21% | 128 | -78,232 | -34.77% | Q3 2026 | Oct 13, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 145,009 | 13,226 | 9.32% | 9.32% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kilner Capital Advisors, LLC | History | No change | 144,529 | 13,173 | 11.29% | 11.29% | 130 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 142,794 | 13,024 | 5.05% | 5.05% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 140,975 | 12,813 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | No change | 139,604 | 12,733 | 5.08% | 5.08% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 138,251 | 12,609 | 2.44% | 2.44% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 136,212 | 12,423 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 131,386 | 11,983 | 1.32% | 1.32% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 129,630 | 11,823 | 0.56% | 0.56% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | No change | 128,821 | 11,749 | 0.13% | 0.13% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 128,798 | 11,747 | 1.9% | 1.9% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 126,947 | 11,578 | 1.13% | 1.13% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bauman Advisory Group, LLC | History | No change | 126,848 | 11,569 | 6.13% | 6.13% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MB Generational Wealth, LLC | History | No change | 126,413 | 11,530 | 5.65% | 5.65% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Foundry Financial Group, Inc. | History | No change | 125,841 | 11,477 | 4.96% | 4.96% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EnRich Financial Partners LLC | History | No change | 125,803 | 11,474 | 2.73% | 2.73% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 124,756 | 11,379 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Wealth Partners, LLC | History | No change | 124,703 | 11,374 | 1.62% | 1.62% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 123,199 | 11,236 | 2.11% | 2.11% | 147 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Creative Planning | History | No change | 120,860 | 11,023 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 120,021 | 10,947 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIFTH THIRD BANCORP | History | No change | 117,717 | 10,736 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 117,374 | 10,705 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgeline Wealth, LLC | History | No change | 117,201 | 10,689 | 6.25% | 6.25% | 152 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Trailhead Planners LLC | History | No change | 116,585 | 10,633 | 10.28% | 10.28% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forthright Family Wealth Advisory LLC | History | No change | 116,048 | 10,584 | 5.99% | 5.99% | 154 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Networth Advisors, LLC | History | No change | 114,938 | 10,483 | 6.09% | 6.09% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 114,280 | 10,423 | 1.97% | 1.97% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Team Financial Group, LLC | History | No change | 112,982 | 10,305 | 4.37% | 4.37% | 157 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ATLas Financial Planning LLC | History | No change | 110,327 | 10,062 | 8.16% | 8.16% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Seros Financial, LLC | History | No change | 109,073 | 9,948 | 5.18% | 5.18% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 108,993 | 9,941 | 1.22% | 1.22% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 105,513 | 9,623 | 0.75% | 0.75% | 161 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 105,354 | 9,609 | 8.15% | 8.15% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vestment Financial LLC | History | Added to | 104,796 | 9,463 | 4.23% | 4.18% | 163 | +2,614 | 2.56% | Q3 2026 | Oct 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 101,276 | 9,237 | 0.46% | 0.46% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 1ST SOURCE BANK | History | No change | 101,166 | 9,227 | 0.42% | 0.42% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 100,617 | 9,177 | 2.05% | 2.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 100,249 | 9,143 | 5.47% | 5.47% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 99,991 | 9,120 | 4.66% | 4.66% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | No change | 97,448 | 8,888 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Planning, Inc. | History | Added to | 98,051 | 8,867 | 1.97% | 1.92% | 170 | +6,253 | 6.81% | Q3 2026 | Oct 08, 2026 |
| Yardley Wealth Management LLC | History | No change | 96,964 | 8,844 | 4.02% | 4.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| S&A Financial Services, Inc. | History | No change | 95,843 | 8,741 | 5.34% | 5.34% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategent Financial, LLC | History | No change | 94,518 | 8,620 | 4.97% | 4.97% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 93,334 | 8,513 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Echo Wealth Management, LLC | History | No change | 91,242 | 8,322 | 4.25% | 4.25% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENTREWEALTH, LLC | History | No change | 88,656 | 8,300 | 3.07% | 3.07% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 90,846 | 8,286 | 0.95% | 0.95% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ducere Wealth Management LLC | History | No change | 85,923 | 7,837 | 2.36% | 2.36% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| White Pine Investment CO | History | No change | 84,938 | 7,747 | 1.65% | 1.65% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concord Wealth Partners | History | No change | 84,208 | 7,680 | 0.88% | 0.88% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 82,521 | 7,526 | 0.83% | 0.83% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlphaCore Capital LLC | History | No change | 81,990 | 7,478 | 0.14% | 0.14% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 81,667 | 7,448 | 0.12% | 0.12% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Burk Holdings LLC | History | No change | 80,870 | 7,376 | 2.73% | 2.73% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Financial Group LLC | History | No change | 79,903 | 7,287 | 2.56% | 2.56% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Factor Wealth Management LTD | History | Reduced | 79,973 | 7,232 | 1.11% | 1.12% | 186 | -1,612 | -1.98% | Q3 2026 | Oct 08, 2026 |
| SRH ADVISORS, LLC | History | No change | 78,461 | 7,156 | 1.82% | 1.82% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cascade Financial Partners, LLC | History | No change | 78,358 | 7,147 | 0.62% | 0.62% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 78,094 | 7,122 | 1.1% | 1.1% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 77,374 | 6,997 | 0.75% | 0.58% | 190 | +19,880 | 34.58% | Q3 2026 | Oct 07, 2026 |
| FULTON BANK, N.A. | History | No change | 76,248 | 6,954 | 0.21% | 0.21% | 191 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quantinno Capital Management LP | History | No change | 75,666 | 6,901 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 74,418 | 6,787 | 0.18% | 0.18% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 73,762 | 6,727 | 0.4% | 0.4% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | No change | 73,687 | 6,720 | 0.68% | 0.68% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tillman Hartley LLC | History | No change | 70,793 | 6,457 | 1.45% | 1.45% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 70,626 | 6,440 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investment Advisory Group, LLC | History | No change | 68,422 | 6,240 | 1.35% | 1.35% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 68,082 | 6,210 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 67,712 | 6,176 | 0.61% | 0.61% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 67,114 | 6,121 | 0.17% | 0.17% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 66,400 | 6,056 | 0.79% | 0.79% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMERCE BANK | History | No change | 65,517 | 5,975 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 65,405 | 5,965 | 2.34% | 2.34% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 65,370 | 5,962 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 65,029 | 5,931 | 0.46% | 0.46% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madrid Wealth Management, LLC | History | No change | 64,556 | 5,888 | 3.86% | 3.86% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Paladin Advisory Group, LLC | History | No change | 61,741 | 5,631 | 3.74% | 3.74% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 61,694 | 5,627 | 0.68% | 0.68% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ABLE Financial Group, LLC | History | No change | 60,876 | 5,552 | 0.93% | 0.93% | 210 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 59,450 | 5,422 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Diversify Advisory Services, LLC | History | No change | 57,152 | 5,266 | 0.09% | 0.09% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 57,152 | 5,266 | 0.09% | 0.09% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 57,719 | 5,220 | 2.04% | 1.32% | 214 | +20,812 | 56.39% | Q3 2026 | Oct 09, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 57,070 | 5,205 | 1.61% | 1.61% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Altar Rock LLC | History | No change | 56,763 | 5,177 | 7.56% | 7.56% | 216 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| CRA Financial Services, LLC | History | No change | 56,655 | 5,167 | 0.6% | 0.6% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Greenspring Advisors, LLC | History | No change | 56,566 | 5,159 | 0.29% | 0.29% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 56,347 | 5,139 | 2.69% | 2.69% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sovran Advisors, LLC | History | No change | 54,213 | 5,003 | 0.37% | 0.37% | 220 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 54,172 | 4,940 | 0.19% | 0.19% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tenzing Financial LLC | History | No change | 53,401 | 4,867 | 3.34% | 3.34% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mattern Wealth Management LLC | History | No change | 53,141 | 4,846 | 0.8% | 0.8% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mendota Financial Group, LLC | History | Added to | 53,106 | 4,802 | 2.98% | 2.53% | 224 | +8,254 | 18.4% | Q3 2026 | Oct 07, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 51,764 | 4,721 | 1.82% | 1.82% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ballast Financial Advisors LLC | History | No change | 51,252 | 4,674 | 4.23% | 4.23% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 51,308 | 4,640 | 2.73% | 2.45% | 227 | +6,342 | 14.1% | Q3 2026 | Oct 01, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 50,286 | 4,586 | 0.58% | 0.58% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 49,318 | 4,498 | 1.61% | 1.61% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 47,123 | 4,298 | 3.45% | 3.45% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stone Summit Wealth LLC | History | No change | 47,117 | 4,297 | 1.09% | 1.09% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 47,015 | 4,288 | 1.01% | 1.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WMG Financial Advisors, LLC | History | No change | 46,186 | 4,212 | 1.59% | 1.59% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Decker Retirement Planning Inc. | History | No change | 45,063 | 4,110 | 1.4% | 1.4% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 45,054 | 4,109 | 0.48% | 0.48% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 44,804 | 4,086 | 3.15% | 3.15% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vawter Financial, Ltd. | History | No change | 44,786 | 4,084 | 1.54% | 1.54% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orion Capital Management LLC | History | No change | 43,377 | 3,956 | 1.22% | 1.22% | 238 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arsenal Capital Advisors LLC | History | No change | 43,244 | 3,944 | 2.33% | 2.33% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 43,218 | 3,941 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 43,098 | 3,897 | 0.11% | 0.11% | 241 | +646 | 1.52% | Q3 2026 | Oct 13, 2026 |
| LRI Investments, LLC | History | No change | 42,375 | 3,865 | 0.31% | 0.31% | 242 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 41,919 | 3,823 | 0.17% | 0.17% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Frankly Finances, LLC | History | No change | 41,894 | 3,821 | 3.02% | 3.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 41,373 | 3,773 | 0.88% | 0.88% | 245 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SEEDS INVESTOR LLC | History | No change | 41,344 | 3,770 | 0.39% | 0.39% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Herold Advisors, Inc. | History | No change | 41,231 | 3,762 | 0.74% | 0.74% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Plum Street Advisors, LLC | History | No change | 40,871 | 3,727 | 1.19% | 1.19% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 40,854 | 3,726 | 1.06% | 1.06% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 40,341 | 3,648 | 0.07% | 0.07% | 250 | +1,381 | 3.54% | Q3 2026 | Oct 13, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 39,958 | 3,644 | 0.54% | 0.54% | 251 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 39,856 | 3,635 | 0.59% | 0.59% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 38,429 | 3,505 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 38,275 | 3,491 | 2.65% | 2.65% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 37,151 | 3,388 | 1.23% | 1.23% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 36,654 | 3,369 | 0.72% | 0.72% | 256 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Well Done, LLC | History | No change | 36,677 | 3,345 | 0.45% | 0.45% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tortoise Investment Management, LLC | History | No change | 36,038 | 3,287 | 0.24% | 0.24% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plancorp, LLC | History | No change | 35,559 | 3,262 | 0.08% | 0.08% | 259 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 35,758 | 3,261 | 0.3% | 0.3% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 35,371 | 3,226 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 35,034 | 3,195 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 35,238 | 3,186 | 1.84% | 1.86% | 263 | -844 | -2.34% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 34,391 | 3,136 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 33,750 | 3,078 | 0.08% | 0.08% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 33,594 | 3,064 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 33,473 | 3,053 | 0.21% | 0.21% | 267 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 33,322 | 3,039 | 0.05% | 0.05% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 33,117 | 3,020 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Waterfront Wealth Inc. | History | No change | 31,712 | 2,906 | 0.45% | 0.45% | 270 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | No change | 31,808 | 2,901 | 0.09% | 0.09% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 31,595 | 2,881 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 30,797 | 2,809 | 0.57% | 0.57% | 273 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CAP Partners, LLC | History | No change | 30,481 | 2,780 | 1.36% | 1.36% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Curtis Advisory Group, LLC | History | No change | 30,467 | 2,778 | 0.54% | 0.54% | 275 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Asset Management, LLC | History | No change | 30,401 | 2,772 | 1.36% | 1.36% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LexAurum Advisors, LLC | History | No change | 30,366 | 2,769 | 0.32% | 0.32% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 29,682 | 2,746 | 0.06% | 0.07% | 278 | +1,749 | 6.26% | Q3 2026 | Oct 09, 2026 |
| IF Advisors, LLC | History | No change | 30,094 | 2,744 | 1.8% | 1.8% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 30,000 | 2,736 | 0.14% | 0.14% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equity Wealth Partners, LLC | History | No change | 29,583 | 2,698 | 0.97% | 0.97% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 29,409 | 2,682 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | No change | 29,172 | 2,660 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 28,462 | 2,596 | 2.22% | 2.22% | 284 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cloud Capital Management, LLC | History | No change | 28,461 | 2,595 | 0.95% | 0.95% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 27,972 | 2,551 | 0.59% | 0.59% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Team Hewins, LLC | History | No change | 27,847 | 2,539 | 0.69% | 0.69% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Three Arch Wealth Management LLC | History | No change | 27,764 | 2,532 | 0.39% | 0.39% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prepared Retirement Institute LLC | History | No change | 27,674 | 2,524 | 1.07% | 1.07% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | No change | 27,280 | 2,488 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 26,945 | 2,457 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortis Group Advisors, LLC | History | No change | 26,468 | 2,414 | 0.39% | 0.39% | 292 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Forum Financial Management, LP | History | No change | 25,721 | 2,345 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Andrews Advisory Associates, LLC | History | No change | 25,104 | 2,289 | 1.1% | 1.1% | 294 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wedmont Private Capital | History | Added to | 24,732 | 2,288 | 0.05% | 0.06% | 295 | +356 | 1.46% | Q3 2026 | Oct 09, 2026 |
| Layline Advisors, LLC | History | No change | 25,070 | 2,286 | 2.05% | 2.05% | 296 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 25,011 | 2,281 | 0.3% | 0.3% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Directional Asset Management | History | No change | 25,011 | 2,281 | 1.93% | 1.93% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GEM Asset Management, LLC | History | Reduced | 24,258 | 2,193 | 0.87% | 0.89% | 299 | -385 | -1.56% | Q3 2026 | Oct 13, 2026 |
| United Advisor Group, LLC | History | No change | 23,764 | 2,167 | 0.23% | 0.23% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 23,383 | 2,132 | 0.12% | 0.12% | 301 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OneAscent Financial Services LLC | History | No change | 23,121 | 2,108 | 0.1% | 0.1% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 23,071 | 2,104 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 21,904 | 2,018 | 0.48% | 0.48% | 304 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 21,706 | 1,979 | 1.47% | 1.47% | 305 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 21,405 | 1,952 | 0.03% | 0.03% | 306 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 21,368 | 1,948 | 1.35% | 1.35% | 307 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Delta Investment Management, LLC | History | No change | 21,340 | 1,946 | 0.32% | 0.32% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 21,475 | 1,942 | 0.49% | 0.6% | 309 | -1,609 | -6.97% | Q3 2026 | Oct 13, 2026 |
| SFM, LLC | History | No change | 20,816 | 1,898 | 0.97% | 0.97% | 310 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 20,357 | 1,856 | 0.71% | 0.71% | 311 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ruggaard & Associates LLC | History | No change | 20,344 | 1,855 | 0.67% | 0.67% | 312 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Freestate Advisors LLC | History | Added to | 20,419 | 1,846 | 1.42% | 0.34% | 313 | +15,386 | 305.7% | Q3 2026 | Oct 09, 2026 |
| NWAM LLC | History | No change | 20,076 | 1,831 | 0.09% | 0.09% | 314 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AGH Wealth Advisors, LLC | History | No change | 19,921 | 1,818 | 1.15% | 1.15% | 315 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 19,482 | 1,776 | 1.29% | 1.29% | 316 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 19,317 | 1,761 | 0.82% | 0.82% | 317 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 18,857 | 1,719 | 0.08% | 0.08% | 318 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 18,985 | 1,717 | 1.36% | 0.73% | 319 | +7,792 | 69.61% | Q3 2026 | Oct 09, 2026 |
| UMB Bank, n.a. | History | No change | 18,755 | 1,710 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,627 | 1,684 | 0.07% | 0.08% | 321 | +645 | 3.59% | Q3 2026 | Oct 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 18,016 | 1,643 | 0.26% | 0.26% | 322 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 18,002 | 1,641 | 0.96% | 0.96% | 323 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 17,964 | 1,638 | 0.66% | 0.66% | 324 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VICUS CAPITAL | History | No change | 17,888 | 1,631 | 0.11% | 0.11% | 325 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SeedSafe Financial LLC | History | No change | 17,693 | 1,613 | 1.16% | 1.16% | 326 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 17,599 | 1,605 | 0.49% | 0.49% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 17,579 | 1,589 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Acropolis Investment Management, LLC | History | No change | 17,545 | 1,586 | 0.06% | 0.06% | 329 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Meridian Wealth Management, LLC | History | No change | 17,366 | 1,583 | 0.05% | 0.05% | 330 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 17,313 | 1,579 | 0.21% | 0.21% | 331 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 17,431 | 1,576 | 0.41% | 0.37% | 332 | +1,109 | 6.79% | Q3 2026 | Oct 08, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 17,124 | 1,561 | 0.45% | 0.45% | 333 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Freedom Day Solutions, LLC | History | No change | 16,894 | 1,540 | 0.34% | 0.34% | 334 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Haven Private, LLC | History | No change | 16,775 | 1,530 | 0.58% | 0.58% | 335 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | No change | 16,588 | 1,513 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOWLE & CO | History | No change | 16,555 | 1,509 | 0.51% | 0.51% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sylvest Advisors, LLC | History | No change | 16,291 | 1,485 | 0.67% | 0.67% | 338 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LAM GROUP, INC. | History | No change | 16,150 | 1,473 | 0.73% | 0.73% | 339 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fund Evaluation Group, LLC | History | No change | 15,700 | 1,431 | 0.04% | 0.04% | 340 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 15,539 | 1,417 | 0.13% | 0.13% | 341 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 15,278 | 1,393 | 0.74% | 0.74% | 342 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 14,613 | 1,332 | 0.78% | 0.78% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tranquility Partners, LLC | History | No change | 14,496 | 1,322 | 0.45% | 0.45% | 344 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 14,069 | 1,283 | 0.12% | 0.12% | 345 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kachkovsky & Fisher, Inc. | History | No change | 13,881 | 1,266 | 1.22% | 1.22% | 346 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 13,650 | 1,245 | 0.96% | 0.96% | 347 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Foster Group, Inc. | History | Reduced | 13,680 | 1,237 | 0.03% | 0.04% | 348 | -1,933 | -12.38% | Q3 2026 | Oct 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 13,536 | 1,234 | 0.09% | 0.09% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 13,517 | 1,232 | 0.07% | 0.07% | 350 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 13,305 | 1,203 | 0.34% | 0.37% | 351 | -185 | -1.37% | Q3 2026 | Oct 07, 2026 |
| Truepoint, Inc. | History | No change | 13,001 | 1,185 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 12,931 | 1,179 | 0.15% | 0.15% | 353 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 12,455 | 1,136 | 0.08% | 0.08% | 354 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Architects, LLC | History | No change | 12,272 | 1,119 | 0.09% | 0.09% | 355 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,608 | 1,058 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Platt Wealth Management LLC | History | No change | 11,270 | 1,027 | 0.83% | 0.83% | 357 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EASTERN BANK | History | No change | 11,294 | 1,021 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SFG Wealth Management, LLC. | History | No change | 10,200 | 930 | 0.33% | 0.33% | 359 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 9,820 | 895 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 9,711 | 885 | 0.37% | 0.37% | 361 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Accredited Investors Inc. | History | No change | 9,568 | 872 | 0.04% | 0.04% | 362 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Diversified Trust Co | History | No change | 9,545 | 870 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,529 | 869 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 9,518 | 868 | 0.05% | 0.05% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 9,354 | 853 | 0.03% | 0.03% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 9,154 | 834 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,973 | 818 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversified Portfolios, Inc. | History | No change | 8,974 | 818 | 0.06% | 0.06% | 369 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,898 | 811 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 8,800 | 795 | 0.5% | 0.43% | 371 | +1,065 | 13.77% | Q3 2026 | Oct 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 8,707 | 794 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 8,648 | 788 | 0.08% | 0.08% | 373 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 8,431 | 768 | 0.36% | 0.36% | 374 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 8,341 | 760 | 1.74% | 1.74% | 375 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abacus Planning Group, Inc. | History | No change | 8,323 | 759 | 0.09% | 0.09% | 376 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,247 | 752 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 8,136 | 742 | 0.14% | 0.14% | 378 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Insight Wealth Partners, LLC | History | No change | 8,038 | 733 | 0.1% | 0.1% | 379 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CWA Asset Management Group, LLC | History | No change | 7,993 | 729 | 0.02% | 0.02% | 380 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Disciplined Investments, LLC | History | No change | 7,963 | 726 | 0.23% | 0.23% | 381 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 7,915 | 721 | 0.03% | 0.03% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Wealth Group, LLC | History | No change | 7,903 | 720 | 0.12% | 0.12% | 383 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 7,757 | 707 | 0.48% | 0.48% | 384 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 7,654 | 698 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 7,593 | 692 | 0.11% | 0.11% | 386 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Foundry Financial LLC | History | No change | 7,493 | 683 | 0.23% | 0.23% | 387 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 7,365 | 671 | 0.06% | 0.06% | 388 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 7,341 | 669 | 0.06% | 0.06% | 389 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Evanson Financial, LLC | History | No change | 7,297 | 665 | 0.03% | 0.03% | 390 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 7,261 | 662 | 0.12% | 0.12% | 391 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 6,720 | 612 | 0.12% | 0.12% | 392 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 6,641 | 605 | 0.03% | 0.03% | 393 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zhang Financial LLC | History | No change | 6,512 | 593 | 0.02% | 0.02% | 394 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 6,500 | 592 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 6,315 | 575 | 0.04% | 0.04% | 396 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 6,277 | 574 | 0.15% | 0.15% | 397 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Level Financial Advisors | History | Reduced | 6,342 | 573 | 0.13% | 0.15% | 399 | -914 | -12.6% | Q3 2026 | Oct 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 6,283 | 573 | 0.08% | 0.08% | 398 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 6,228 | 568 | 0.3% | 0.3% | 400 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BIP Wealth, LLC | History | No change | 6,148 | 560 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | No change | 6,132 | 559 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PlanVest Financial, Inc | History | No change | 6,056 | 552 | 0.37% | 0.37% | 403 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 6,016 | 548 | 0.28% | 0.28% | 404 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | No change | 5,958 | 543 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| E6 Portfolios, LLC | History | No change | 5,943 | 542 | 0.43% | 0.43% | 406 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 5,868 | 535 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,860 | 529 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 5,765 | 525 | 0.29% | 0.29% | 409 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOKF, NA | History | No change | 5,693 | 519 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Plan, Inc. | History | No change | 5,643 | 514 | 0.05% | 0.05% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,559 | 507 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 5,489 | 503 | 0.2% | 0.2% | 413 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 5,413 | 494 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redwood Park Advisors LLC | History | No change | 5,363 | 489 | 0.32% | 0.32% | 415 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Northwest Financial Advisors | History | No change | 5,184 | 472 | 0.06% | 0.06% | 416 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONECO ADVISORS, LLC | History | No change | 5,101 | 465 | 0.03% | 0.03% | 417 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 5,075 | 462 | 0.3% | 0.3% | 418 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 5,044 | 460 | 0.25% | 0.25% | 419 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Altiora Financial Group, LLC | History | No change | 4,890 | 446 | 0.07% | 0.07% | 420 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FSA Advisors, Inc. | History | No change | 4,879 | 444 | 0.2% | 0.2% | 421 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| May Hill Capital, LLC | History | No change | 4,817 | 439 | 0.09% | 0.09% | 422 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 4,814 | 439 | 0.4% | 0.4% | 423 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jacobi Capital Management LLC | History | No change | 4,659 | 424 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 4,610 | 420 | 0.05% | 0.05% | 425 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | No change | 4,593 | 418 | 0.17% | 0.17% | 426 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 4,482 | 412 | 0.12% | 0.12% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| James J. Burns & Company, LLC | History | No change | 4,486 | 409 | 0.04% | 0.04% | 428 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 4,447 | 405 | 0.02% | 0.02% | 429 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 4,421 | 403 | 0.06% | 0.06% | 430 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Coquina Private Wealth LLC | History | No change | 4,391 | 400 | 0.27% | 0.27% | 431 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lutz Financial Services LLC | History | No change | 4,376 | 399 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CGN Advisors LLC | History | No change | 4,320 | 394 | 0.03% | 0.03% | 433 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Paul R. Ried Financial Group, LLC | History | No change | 4,231 | 385 | 0.17% | 0.17% | 434 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,202 | 383 | 0.03% | 0.03% | 435 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 4,188 | 381 | 0.14% | 0.14% | 436 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oak Wealth Advisors LLC | History | No change | 4,084 | 372 | 0.18% | 0.18% | 437 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 4,095 | 370 | 0.11% | — | 438 | +4,095 | New | Q3 2026 | Oct 01, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,019 | 366 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hurley Capital, LLC | History | No change | 4,004 | 365 | 0.19% | 0.19% | 440 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 3,963 | 361 | 0.08% | 0.08% | 441 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,955 | 360 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ferguson Johnson Wealth Management Inc | History | No change | 3,949 | 360 | 0.26% | 0.26% | 443 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jefferies Financial Group Inc. | History | No change | 3,870 | 352 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 3,785 | 345 | 0.03% | 0.03% | 445 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 3,793 | 345 | 0.27% | 0.27% | 446 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,781 | 344 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | No change | 3,646 | 332 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 3,606 | 328 | 0.11% | 0.11% | 449 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 3,567 | 322 | 0.02% | 0.02% | 451 | +3 | 0.08% | Q3 2026 | Oct 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 3,536 | 322 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,536 | 322 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATWOOD & PALMER INC | History | Added to | 3,534 | 319 | 0.02% | 0.02% | 454 | +4 | 0.11% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,503 | 319 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,500 | 319 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | No change | 3,502 | 319 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,507 | 319 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 3,484 | 317 | 0.02% | 0.02% | 458 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dogwood Wealth Management LLC | History | No change | 3,396 | 309 | 0.12% | 0.12% | 459 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 3,385 | 308 | 0.08% | 0.08% | 460 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 3,251 | 296 | 0.11% | 0.11% | 461 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Axis Wealth Partners, LLC | History | No change | 3,251 | 296 | 0.14% | 0.14% | 462 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Murphy Pohlad Asset Management LLC | History | No change | 3,215 | 293 | 0.1% | 0.1% | 463 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 3,191 | 291 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,104 | 283 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NovaPoint Capital, LLC | History | No change | 3,087 | 281 | 0.06% | 0.06% | 466 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,073 | 280 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 3,071 | 280 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 2,999 | 273 | 0.05% | 0.05% | 469 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| US BANCORP \DE\ | History | No change | 2,980 | 271 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 2,974 | 271 | 0.03% | 0.03% | 471 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brickley Wealth Management | History | No change | 2,968 | 270 | 0.04% | 0.04% | 472 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 2,966 | 270 | 0.03% | 0.03% | 473 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fortis Capital Management LLC | History | No change | 2,901 | 264 | 0.03% | 0.03% | 474 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,875 | 262 | 0.06% | 0.06% | 475 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,845 | 259 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 2,800 | 255 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 2,788 | 254 | 0.16% | 0.16% | 478 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 2,767 | 252 | 0.09% | 0.09% | 479 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MEMBERS WEALTH LLC | History | No change | 2,738 | 249 | 0.14% | 0.14% | 480 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 2,655 | 242 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 2,605 | 237 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,571 | 234 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | No change | 2,551 | 232 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 2,524 | 230 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 2,410 | 219 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Advisors, LLC | History | No change | 2,394 | 218 | 0.02% | 0.02% | 487 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 2,334 | 211 | 0.04% | — | 488 | +2,334 | New | Q3 2026 | Oct 13, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 2,289 | 208 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Synergy Asset Management, LLC | History | No change | 2,270 | 207 | 0.02% | 0.02% | 490 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CONNABLE OFFICE INC | History | No change | 2,266 | 206 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Navigate Wealth Management, LLC | History | No change | 2,249 | 206 | 0.13% | 0.13% | 492 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Highland Financial Advisors, LLC | History | No change | 2,238 | 204 | 0.04% | 0.04% | 493 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 2,243 | 204 | 0.05% | 0.05% | 494 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 2,246 | 203 | 0.13% | 0.13% | 495 | -139 | -5.83% | Q3 2026 | Oct 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,145 | 195 | 0.02% | 0.02% | 496 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,083 | 189 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,967 | 179 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,949 | 177 | 0.05% | 0.05% | 499 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | No change | 1,901 | 173 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,756 | 160 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 1,533 | 139 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,435 | 130 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arlington Trust Co LLC | History | No change | 1,366 | 124 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Glassman Wealth Services | History | No change | 1,301 | 118 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,261 | 115 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,190 | 108 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,168 | 107 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 1,106 | 100 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,017 | 92 | 0.03% | 0.03% | 510 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 925 | 84 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 679 | 61 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 673 | 61 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 667 | 60 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | Added to | 657 | 59 | 0.01% | 0.01% | 515 | +90 | 15.87% | Q3 2026 | Oct 02, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 607 | 55 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 610 | 55 | 0.02% | 0.02% | 517 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Addison Advisors LLC | History | No change | 600 | 54 | 0.03% | 0.03% | 518 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL TRUST Co | History | No change | 577 | 52 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nemes Rush Group LLC | History | No change | 569 | 51 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Collier Financial | History | No change | 550 | 50 | 0.03% | 0.03% | 521 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANGUARD ADVISERS INC | History | No change | 521 | 47 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 523 | 47 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingdom Financial Group LLC. | History | No change | 518 | 47 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 464 | 42 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Robinswood Financial LLC | History | No change | 450 | 41 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Community Bank, N.A. | History | No change | 441 | 40 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 424 | 38 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Napier Financial, LLC | History | No change | 408 | 37 | 0.01% | 0.01% | 529 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Timmons Wealth Management, LLC | History | No change | 400 | 36 | 0.03% | 0.03% | 530 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Regatta Research & Money Management | History | No change | 318 | 29 | 0.03% | 0.03% | 531 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 293 | 26 | 0.02% | 0.02% | 532 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Investors Research Corp | History | New | 275 | 24 | 0.0% | — | 534 | +275 | New | Q3 2026 | Oct 07, 2026 |
| Financial Perspectives, Inc | History | No change | 267 | 24 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 260 | 23 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 260 | 23 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allied Private Wealth LLC | History | No change | 262 | 23 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Family Capital Trust Co | History | No change | 247 | 22 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 220 | 20 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Trust Company, N.A | History | No change | 200 | 18 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 196 | 17 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 178 | 16 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 180 | 16 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Realta Investment Advisors | History | No change | 139 | 12 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pacifica Partners Inc. | History | No change | 135 | 12 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 120 | 11 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key FInancial Inc | History | No change | 120 | 10 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 110 | 10 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 119 | 10 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Analysts, LLC | History | No change | 94 | 9 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 102 | 9 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 89 | 8 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 94 | 8 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 76 | 6 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 69 | 6 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 61 | 5 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 59 | 5 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 48 | 4 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 42 | 3 | 0.0% | 0.0% | 561 | +17 | 68.0% | Q3 2026 | Oct 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strive Financial Group ,LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atomic Invest LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| CoreCap Advisors, LLC | History | New | 19 | 1 | 0.0% | — | 571 | +19 | New | Q3 2026 | Oct 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 11 | 1 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NFSG Corp | History | No change | 20 | 1 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SWAN Capital LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,538 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |