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 |