AMERICAN CENTURY ETF TRUST - AVSC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,209,879 | 1,115,492 | 1.38% | 1.37% | 1 | +356,106 | 2.4% | Q2 2026 | Aug 19, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 3,553,024 | 260,578 | 9.91% | 10.32% | 2 | -32,868 | -0.92% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,318,011 | 96,662 | 0.05% | 0.05% | 3 | +75,376 | 6.07% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,109,495 | 81,370 | 0.0% | 0.0% | 4 | +87,053 | 8.51% | Q2 2026 | Aug 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 954,982 | 70,038 | 1.01% | 0.92% | 5 | +32,247 | 3.49% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 778,923 | 57,126 | 0.01% | 0.01% | 6 | +64,977 | 9.1% | Q2 2026 | Aug 03, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 687,210 | 50,399 | 7.46% | 7.24% | 7 | +2,997 | 0.44% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 646,481 | 47,412 | 0.03% | 0.03% | 8 | -2,933 | -0.45% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 563,885 | 41,355 | 0.19% | 0.21% | 9 | -73,033 | -11.47% | Q2 2026 | Aug 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 537,608 | 39,428 | 0.02% | 0.01% | 10 | +75,863 | 16.43% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 526,290 | 38,598 | 0.01% | 0.01% | 11 | +58,853 | 12.59% | Q2 2026 | Aug 07, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 505,992 | 37,109 | 5.69% | 5.26% | 12 | +36,745 | 7.83% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 489,249 | 35,881 | 0.6% | 0.21% | 13 | +313,411 | 178.24% | Q2 2026 | Aug 11, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 391,883 | 28,740 | 7.07% | 6.71% | 14 | +15,033 | 3.99% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 357,505 | 26,219 | 12.19% | 11.54% | 15 | +30,892 | 9.46% | Q2 2026 | Aug 03, 2026 |
| Shore Point Advisors, LLC | History | Added to | 439,059 | 23,445 | 8.02% | 7.43% | 16 | +35,878 | 8.9% | Q2 2026 | Jul 14, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 306,509 | 22,479 | 1.17% | 1.08% | 17 | +29,062 | 10.47% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 291,044 | 21,345 | 0.13% | 0.13% | 18 | +33,098 | 12.83% | Q2 2026 | Jul 20, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 255,132 | 18,711 | 3.14% | 3.07% | 19 | +1,053 | 0.41% | Q2 2026 | Jul 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 233,664 | 17,136 | 2.55% | 2.11% | 20 | +32,504 | 16.16% | Q2 2026 | Jul 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 224,294 | 16,449 | 0.56% | 0.77% | 21 | +6,346 | 2.91% | Q2 2026 | Aug 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 210,830 | 15,462 | 0.16% | 0.15% | 22 | +12,202 | 6.14% | Q2 2026 | Aug 14, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 194,167 | 14,129 | 12.11% | 11.7% | 23 | -1,793 | -0.91% | Q2 2026 | Jul 13, 2026 |
| Savant Capital, LLC | History | Reduced | 186,795 | 13,699 | 0.04% | 0.09% | 24 | -123,466 | -39.79% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 182,685 | 13,398 | 0.0% | 0.0% | 25 | +35,238 | 23.9% | Q2 2026 | Aug 14, 2026 |
| B&D White Capital Company, LLC | History | Added to | 176,009 | 12,908 | 1.28% | 1.08% | 26 | +35,156 | 24.96% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | Reduced | 173,811 | 12,747 | 0.02% | 0.02% | 27 | -53,492 | -23.53% | Q2 2026 | Aug 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 172,349 | 12,640 | 0.11% | 0.1% | 28 | +7,340 | 4.45% | Q2 2026 | Aug 06, 2026 |
| Berger Financial Group, Inc | History | Added to | 166,979 | 12,246 | 0.63% | 0.53% | 29 | +13,964 | 9.13% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 194,322 | 12,106 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 149,067 | 10,932 | 1.44% | 1.33% | 31 | +7,279 | 5.13% | Q2 2026 | Jul 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 143,871 | 10,551 | 2.94% | 2.98% | 32 | -17,355 | -10.76% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 143,064 | 10,492 | 0.09% | 0.09% | 33 | -363 | -0.25% | Q2 2026 | Aug 06, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 136,099 | 9,981 | 3.5% | 3.17% | 34 | +6,630 | 5.12% | Q2 2026 | Jul 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 125,769 | 9,223 | 0.2% | 0.21% | 35 | +414 | 0.33% | Q2 2026 | Aug 03, 2026 |
| APPLETON PARTNERS INC/MA | History | New | 117,484 | 8,616 | 0.53% | — | 36 | +117,484 | New | Q2 2026 | Jul 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 113,871 | 8,351 | 0.52% | 0.49% | 37 | -1,873 | -1.62% | Q2 2026 | Jul 08, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 112,200 | 8,228 | 3.56% | 3.14% | 38 | +10,668 | 10.51% | Q2 2026 | Jul 22, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 103,896 | 7,619 | 0.38% | 0.46% | 39 | -32,179 | -23.65% | Q2 2026 | Jul 24, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 103,819 | 7,614 | 1.95% | 1.76% | 40 | +5,277 | 5.36% | Q2 2026 | Jul 15, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 100,078 | 7,339 | 1.49% | — | 41 | +100,078 | New | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 95,377 | 6,994 | 0.17% | 0.13% | 42 | +18,088 | 23.4% | Q2 2026 | Aug 14, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 93,329 | 6,844 | 0.79% | 0.88% | 43 | -15,728 | -14.42% | Q2 2026 | Jul 15, 2026 |
| Level Financial Advisors | History | Added to | 92,905 | 6,813 | 1.52% | 1.43% | 44 | +2,955 | 3.29% | Q2 2026 | Jul 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 91,190 | 6,580 | 0.13% | 0.12% | 45 | +10,954 | 13.65% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 87,484 | 6,416 | 0.01% | 0.01% | 46 | -9,204 | -9.52% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 84,509 | 6,197 | 0.01% | 0.01% | 47 | +16,178 | 23.68% | Q2 2026 | Aug 07, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 81,320 | 5,964 | 3.16% | 2.44% | 48 | +25,432 | 45.51% | Q2 2026 | Aug 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 78,984 | 5,792 | 0.29% | 0.28% | 49 | +803 | 1.03% | Q2 2026 | Jul 23, 2026 |
| CAP Partners, LLC | History | Added to | 78,499 | 5,757 | 2.82% | 2.31% | 50 | +12,834 | 19.54% | Q2 2026 | Jul 30, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 77,739 | 5,701 | 2.49% | 2.33% | 51 | -2,871 | -3.56% | Q2 2026 | Jul 06, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 75,375 | 5,528 | 3.23% | 3.23% | 52 | +2,930 | 4.04% | Q2 2026 | Jul 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 73,596 | 5,397 | 0.42% | 0.32% | 53 | +9,856 | 15.46% | Q2 2026 | Aug 14, 2026 |
| Mendota Financial Group, LLC | History | Added to | 69,707 | 5,112 | 3.17% | 2.63% | 54 | +12,753 | 22.39% | Q2 2026 | Jul 09, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 63,538 | 4,659 | 1.84% | 1.83% | 55 | -3,942 | -5.84% | Q2 2026 | Jul 06, 2026 |
| SeedSafe Financial LLC | History | No change | 58,089 | 4,260 | 3.07% | 2.98% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 57,065 | 4,185 | 0.85% | 0.75% | 57 | +854 | 1.52% | Q2 2026 | Jul 17, 2026 |
| Haven Private, LLC | History | Reduced | 56,564 | 4,148 | 1.58% | 1.61% | 58 | -2,880 | -4.84% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 55,799 | 4,092 | 0.0% | 0.0% | 59 | +2,642 | 4.97% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 55,746 | 4,088 | 0.12% | 0.1% | 60 | +7,447 | 15.42% | Q2 2026 | Jul 06, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 53,533 | 3,926 | 0.35% | 0.33% | 61 | -124 | -0.23% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 52,744 | 3,851 | 0.0% | 0.0% | 62 | +360 | 0.69% | Q2 2026 | Aug 12, 2026 |
| Passive Capital Management, LLC. | History | No change | 62,500 | 3,671 | 1.15% | 1.16% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 49,245 | 3,611 | 0.14% | 0.13% | 64 | +3,500 | 7.65% | Q2 2026 | Jul 16, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 48,854 | 3,582 | 1.52% | 1.39% | 65 | +2,160 | 4.63% | Q2 2026 | Jul 14, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 48,762 | 3,576 | 0.58% | 0.58% | 66 | -1,879 | -3.71% | Q2 2026 | Aug 14, 2026 |
| Atlas Wealth LLC | History | Added to | 43,186 | 3,167 | 0.45% | 0.69% | 67 | +6,306 | 17.1% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 43,119 | 3,162 | 0.0% | 0.0% | 68 | +885 | 2.1% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 42,391 | 3,108 | 0.01% | 0.01% | 69 | +1,048 | 2.53% | Q2 2026 | Jul 28, 2026 |
| Family Office Research LLC | History | Added to | 42,181 | 3,093 | 1.16% | 1.14% | 70 | +31 | 0.07% | Q2 2026 | Jul 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 42,071 | 3,085 | 0.75% | 0.7% | 71 | +3,116 | 8.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 40,390 | 2,962 | 0.94% | 0.86% | 72 | +3,911 | 10.72% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 36,654 | 2,688 | 0.01% | 0.01% | 73 | +8,372 | 29.6% | Q2 2026 | Aug 18, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 36,086 | 2,646 | 0.33% | 0.28% | 74 | -40 | -0.11% | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 35,580 | 2,609 | 0.01% | 0.01% | 75 | +13,447 | 60.76% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | Reduced | 35,159 | 2,578 | 0.95% | 0.96% | 76 | -637 | -1.78% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 34,291 | 2,514 | 0.01% | 0.01% | 77 | +6,364 | 22.79% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 34,119 | 2,502 | 0.0% | 0.0% | 78 | +15,778 | 86.03% | Q2 2026 | Aug 13, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | New | 33,064 | 2,424 | 1.24% | — | 79 | +33,064 | New | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | Reduced | 32,549 | 2,387 | 0.0% | 0.01% | 80 | -53,540 | -62.19% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 31,945 | 2,353 | 0.01% | 0.01% | 81 | +1,107 | 3.59% | Q2 2026 | Aug 14, 2026 |
| ETF Store, Inc. | History | New | 31,344 | 2,298 | 1.92% | — | 82 | +31,344 | New | Q2 2026 | Jul 29, 2026 |
| StrongBox Wealth, LLC | History | Added to | 30,176 | 2,213 | 0.63% | 0.55% | 83 | +2,773 | 10.12% | Q2 2026 | Jul 23, 2026 |
| Plancorp, LLC | History | Added to | 29,774 | 2,152 | 0.05% | 0.06% | 84 | +120 | 0.4% | Q2 2026 | Jul 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 26,911 | 1,973 | 0.19% | 0.18% | 85 | -130 | -0.48% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,668 | 1,955 | 0.0% | 0.0% | 86 | +7,325 | 37.87% | Q2 2026 | Aug 14, 2026 |
| Tillman Hartley LLC | History | Reduced | 26,651 | 1,954 | 0.44% | 0.43% | 87 | -881 | -3.2% | Q2 2026 | Aug 06, 2026 |
| Centennial Bank/AR/ | History | Added to | 26,314 | 1,929 | 0.62% | 0.46% | 88 | +5,681 | 27.53% | Q2 2026 | Aug 10, 2026 |
| LAM GROUP, INC. | History | Added to | 26,200 | 1,921 | 0.95% | 0.89% | 89 | +325 | 1.26% | Q2 2026 | Jul 10, 2026 |
| OneAscent Financial Services LLC | History | New | 26,156 | 1,918 | 0.09% | — | 90 | +26,156 | New | Q2 2026 | Aug 11, 2026 |
| J. M. Brown & Associates Inc. | History | New | 24,498 | 1,796 | 1.03% | — | 91 | +24,498 | New | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,217 | 1,776 | 0.01% | 0.0% | 92 | +19,208 | 383.47% | Q2 2026 | Jul 27, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 23,737 | 1,741 | 0.38% | 0.37% | 93 | -517 | -2.13% | Q2 2026 | Jul 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 23,120 | 1,695 | 0.13% | 0.14% | 94 | -396 | -1.68% | Q2 2026 | Aug 06, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 22,286 | 1,634 | 0.66% | 0.62% | 95 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 21,982 | 1,612 | 0.16% | — | 96 | +21,982 | New | Q2 2026 | Aug 13, 2026 |
| Evanson Financial, LLC | History | New | 21,813 | 1,599 | 0.08% | — | 97 | +21,813 | New | Q2 2026 | Jul 07, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 21,664 | 1,588 | 0.79% | 0.79% | 98 | +481 | 2.27% | Q2 2026 | Aug 11, 2026 |
| COMMERCE BANK | History | Added to | 20,605 | 1,511 | 0.01% | 0.0% | 99 | +11,785 | 133.62% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,455 | 1,500 | 0.01% | 0.01% | 100 | +235 | 1.16% | Q2 2026 | Jul 17, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 20,381 | 1,494 | 0.18% | 0.18% | 101 | -780 | -3.69% | Q2 2026 | Jul 27, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 19,880 | 1,457 | 1.08% | 1.01% | 102 | +189 | 0.96% | Q2 2026 | Jul 21, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 19,825 | 1,453 | 0.34% | 0.32% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,674 | 1,442 | 0.02% | 0.01% | 104 | +12,993 | 194.48% | Q2 2026 | Jul 28, 2026 |
| Frankly Finances, LLC | History | Reduced | 19,230 | 1,410 | 1.11% | 1.12% | 105 | -700 | -3.51% | Q2 2026 | Jul 15, 2026 |
| Factor Wealth Management LTD | History | Reduced | 18,806 | 1,379 | 0.21% | 0.24% | 106 | -2,009 | -9.65% | Q2 2026 | Jul 07, 2026 |
| GTS SECURITIES LLC | History | New | 17,285 | 1,267 | 0.03% | — | 107 | +17,285 | New | Q2 2026 | Aug 14, 2026 |
| CRA Financial Services, LLC | History | Added to | 17,251 | 1,265 | 0.15% | 0.14% | 108 | +389 | 2.31% | Q2 2026 | Jul 24, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 16,580 | 1,215 | 0.32% | 0.31% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 16,161 | 1,185 | 0.26% | 0.26% | 110 | -346 | -2.1% | Q2 2026 | Aug 03, 2026 |
| CURIO WEALTH, LLC | History | No change | 15,854 | 1,162 | 0.36% | 0.34% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 15,723 | 1,153 | 0.09% | 0.08% | 112 | -220 | -1.38% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,624 | 1,142 | 0.0% | 0.0% | 113 | +5,423 | 53.16% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 15,519 | 1,138 | 0.0% | 0.0% | 114 | +2,175 | 16.3% | Q2 2026 | Aug 12, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 15,529 | 1,138 | 0.27% | 0.26% | 115 | -103 | -0.66% | Q2 2026 | Jul 27, 2026 |
| Evanson Asset Management, LLC | History | No change | 17,664 | 1,100 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Summit Financial, LLC | History | Added to | 14,686 | 1,077 | 0.01% | 0.01% | 117 | +1,121 | 8.26% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | Added to | 14,551 | 1,067 | 0.02% | 0.02% | 118 | +45 | 0.31% | Q2 2026 | Aug 05, 2026 |
| Sunpointe, LLC | History | Reduced | 14,363 | 1,053 | 0.3% | 0.29% | 119 | -20 | -0.14% | Q2 2026 | Jul 24, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 14,297 | 1,048 | 0.76% | 0.74% | 120 | -45 | -0.31% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,118 | 1,035 | 0.0% | 0.0% | 121 | -400 | -2.76% | Q2 2026 | Jul 27, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 13,737 | 1,007 | 0.48% | 0.47% | 122 | -558 | -3.9% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Added to | 13,102 | 960 | 0.0% | 0.0% | 123 | +8,008 | 157.2% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | New | 12,777 | 937 | 0.01% | — | 124 | +12,777 | New | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | New | 12,352 | 905 | 0.0% | — | 125 | +12,352 | New | Q2 2026 | Aug 11, 2026 |
| Apeiron RIA LLC | History | Reduced | 11,980 | 878 | 0.23% | 0.18% | 126 | -300 | -2.44% | Q2 2026 | Jul 16, 2026 |
| Pearl Planning LLC | History | No change | 11,305 | 829 | 0.38% | 0.38% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 10,872 | 801 | 0.04% | 0.03% | 128 | +3,632 | 50.17% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | Added to | 9,811 | 719 | 0.0% | 0.0% | 129 | +4,205 | 75.01% | Q2 2026 | Aug 07, 2026 |
| Zhang Financial LLC | History | Added to | 9,595 | 703 | 0.02% | 0.02% | 130 | +2 | 0.02% | Q2 2026 | Jul 30, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 9,395 | 689 | 0.02% | 0.02% | 131 | -3,101 | -24.82% | Q2 2026 | Jul 28, 2026 |
| Pacific Asset Management, LLC | History | Added to | 9,123 | 669 | 0.33% | 0.32% | 132 | +18 | 0.2% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 8,957 | 656 | 0.01% | 0.0% | 133 | +3,012 | 50.66% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,925 | 646 | 0.0% | 0.0% | 134 | -1,190 | -11.76% | Q2 2026 | Jul 15, 2026 |
| Thayer Financial, L.L.C. | History | Reduced | 8,525 | 625 | 0.57% | 0.59% | 135 | -746 | -8.05% | Q2 2026 | Jul 08, 2026 |
| Cloud Capital Management, LLC | History | Added to | 8,326 | 610 | 0.22% | 0.16% | 136 | +2,327 | 38.79% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,227 | 603 | 0.01% | 0.02% | 137 | -6,979 | -45.9% | Q2 2026 | Aug 10, 2026 |
| Maia Wealth LLC | History | Reduced | 8,206 | 601 | 0.09% | 0.11% | 138 | -1,861 | -18.49% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 7,740 | 567 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthTrak Capital Management LLC | History | New | 7,619 | 558 | 0.37% | — | 140 | +7,619 | New | Q2 2026 | Aug 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,559 | 554 | 0.02% | 0.02% | 141 | +127 | 1.71% | Q2 2026 | Jul 22, 2026 |
| Bison Wealth, LLC | History | Added to | 7,334 | 533 | 0.05% | 0.05% | 142 | +227 | 3.19% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,169 | 525 | 0.0% | 0.0% | 143 | +2,206 | 44.45% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Added to | 7,132 | 523 | 0.01% | 0.01% | 144 | +204 | 2.94% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,900 | 506 | 0.0% | 0.0% | 145 | -85 | -1.22% | Q2 2026 | Aug 13, 2026 |
| Brooklyn Investment Group | History | No change | 7,814 | 486 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 6,204 | 454 | 0.34% | 0.32% | 147 | +9 | 0.15% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 6,170 | 452 | 0.0% | 0.0% | 148 | +4,896 | 384.3% | Q2 2026 | Aug 13, 2026 |
| Team Financial Group, LLC | History | Added to | 6,061 | 444 | 0.19% | 0.05% | 149 | +4,126 | 213.23% | Q2 2026 | Jul 10, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 6,005 | 440 | 0.27% | 0.27% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 5,954 | 436 | 0.01% | — | 151 | +5,954 | New | Q2 2026 | Aug 06, 2026 |
| Well Done, LLC | History | New | 5,861 | 429 | 0.06% | — | 152 | +5,861 | New | Q2 2026 | Jul 24, 2026 |
| BWM Planning, LLC | History | New | 5,781 | 423 | 0.1% | — | 153 | +5,781 | New | Q2 2026 | Jul 23, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 5,765 | 422 | 0.19% | 0.16% | 154 | -91 | -1.55% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | Added to | 5,752 | 421 | 0.04% | 0.04% | 155 | +616 | 11.99% | Q2 2026 | Jul 30, 2026 |
| GEM Asset Management, LLC | History | Added to | 5,564 | 408 | 0.16% | 0.15% | 156 | +11 | 0.2% | Q2 2026 | Jul 21, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 5,360 | 393 | 0.06% | 0.06% | 157 | -740 | -12.13% | Q2 2026 | Jul 16, 2026 |
| Merit Financial Group, LLC | History | New | 5,346 | 392 | 0.0% | — | 158 | +5,346 | New | Q2 2026 | Jul 20, 2026 |
| Sprinkle Financial Consultants LLC | History | New | 5,343 | 391 | 0.15% | — | 159 | +5,343 | New | Q2 2026 | Jul 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 5,283 | 387 | 0.0% | 0.0% | 160 | -38 | -0.71% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 5,223 | 383 | 0.0% | — | 161 | +5,223 | New | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 5,945 | 370 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Herold Advisors, Inc. | History | Reduced | 5,037 | 368 | 0.07% | 0.08% | 163 | -528 | -9.49% | Q2 2026 | Jul 22, 2026 |
| Compound Planning, Inc. | History | Added to | 4,902 | 359 | 0.01% | 0.01% | 164 | +1,209 | 32.74% | Q2 2026 | Aug 04, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 4,891 | 358 | 0.1% | 0.1% | 165 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Destination Wealth Management | History | No change | 4,772 | 349 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 4,745 | 348 | 0.26% | 0.24% | 167 | +161 | 3.51% | Q2 2026 | Jul 22, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 4,675 | 342 | 0.12% | 0.12% | 168 | -60 | -1.27% | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | Reduced | 4,656 | 341 | 0.01% | 0.01% | 169 | -325 | -6.52% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 4,604 | 337 | 0.03% | — | 170 | +4,604 | New | Q2 2026 | Aug 11, 2026 |
| Clearwater Capital Advisors, LLC | History | New | 4,561 | 334 | 0.02% | — | 172 | +4,561 | New | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,559 | 334 | 0.0% | 0.0% | 171 | -3,572 | -43.93% | Q2 2026 | Aug 05, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 4,395 | 322 | 0.02% | 0.01% | 173 | +318 | 7.8% | Q2 2026 | Jul 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,161 | 305 | 0.0% | 0.0% | 174 | -31,617 | -88.37% | Q2 2026 | Aug 14, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 4,074 | 298 | 0.04% | 0.04% | 175 | -462 | -10.19% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,018 | 294 | 0.0% | 0.0% | 176 | -21 | -0.52% | Q2 2026 | Aug 12, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 3,897 | 285 | 0.04% | 0.03% | 177 | +30 | 0.78% | Q2 2026 | Jul 15, 2026 |
| XY Planning Network, Inc. | History | New | 3,831 | 280 | 0.04% | — | 179 | +3,831 | New | Q2 2026 | Jul 14, 2026 |
| DBK Financial Counsel, LLC | History | No change | 3,820 | 280 | 0.23% | 0.18% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Copper Harbor Investment Advisors, LLC | History | New | 3,722 | 272 | 0.06% | — | 180 | +3,722 | New | Q2 2026 | Jul 23, 2026 |
| Community Bank, N.A. | History | No change | 3,677 | 269 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 3,665 | 268 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,636 | 266 | 0.01% | 0.01% | 183 | -1,111 | -23.4% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,446 | 252 | 0.0% | — | 184 | +3,446 | New | Q2 2026 | Sep 08, 2026 |
| Foundry Financial LLC | History | Reduced | 3,420 | 250 | 0.08% | 0.09% | 185 | -16 | -0.47% | Q2 2026 | Jul 21, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 3,379 | 247 | 0.04% | 0.05% | 186 | -504 | -12.98% | Q2 2026 | Aug 04, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 3,361 | 246 | 0.06% | 0.06% | 187 | +10 | 0.3% | Q2 2026 | Aug 05, 2026 |
| Belpointe Asset Management LLC | History | New | 3,221 | 236 | 0.01% | — | 188 | +3,221 | New | Q2 2026 | Jul 31, 2026 |
| Arista Wealth Management, LLC | History | New | 3,206 | 235 | 0.03% | — | 189 | +3,206 | New | Q2 2026 | Jul 08, 2026 |
| IF Advisors, LLC | History | New | 3,172 | 232 | 0.15% | — | 190 | +3,172 | New | Q2 2026 | Aug 13, 2026 |
| Goldstein Advisors, LLC | History | New | 3,162 | 231 | 0.02% | — | 191 | +3,162 | New | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Added to | 3,083 | 226 | 0.0% | 0.0% | 192 | +2,953 | 2271.54% | Q2 2026 | Aug 14, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 3,029 | 222 | 0.05% | — | 193 | +3,029 | New | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 2,941 | 215 | 0.0% | — | 194 | +2,941 | New | Q2 2026 | Aug 12, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 2,824 | 207 | 0.03% | — | 195 | +2,824 | New | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | New | 2,800 | 205 | 0.0% | — | 196 | +2,800 | New | Q2 2026 | Aug 12, 2026 |
| Brand Asset Management Group, Inc. | History | New | 2,758 | 202 | 0.04% | — | 197 | +2,758 | New | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,703 | 198 | 0.0% | — | 199 | +2,703 | New | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | Added to | 2,702 | 198 | 0.0% | 0.0% | 198 | +191 | 7.61% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,594 | 190 | 0.0% | 0.0% | 200 | -294 | -10.18% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,397 | 175 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2,029 | 148 | 0.08% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,985 | 145 | 0.0% | 0.0% | 203 | +175 | 9.67% | Q2 2026 | Aug 12, 2026 |
| Bank of New Hampshire | History | No change | 1,966 | 144 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,925 | 140 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glassman Wealth Services | History | New | 1,732 | 127 | 0.02% | — | 206 | +1,732 | New | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | New | 1,513 | 110 | 0.0% | — | 207 | +1,513 | New | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,033 | 75 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 990 | 72 | 0.02% | — | 209 | +990 | New | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | Added to | 975 | 71 | 0.0% | 0.0% | 210 | +2 | 0.21% | Q2 2026 | Aug 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 967 | 70 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 927 | 68 | 0.0% | — | 212 | +927 | New | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 839 | 61 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCF Advisors LLC | History | Reduced | 819 | 60 | 0.0% | 0.0% | 214 | -348 | -29.82% | Q2 2026 | Aug 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | New | 766 | 56 | 0.04% | — | 215 | +766 | New | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 747 | 54 | 0.0% | 0.0% | 216 | -1 | -0.13% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 723 | 53 | 0.0% | 0.0% | 217 | +696 | 2577.78% | Q2 2026 | Jul 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 639 | 46 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 620 | 45 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 583 | 42 | 0.0% | — | 220 | +583 | New | Q2 2026 | Jul 31, 2026 |
| YANKCOM Partnership | History | No change | 500 | 36 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 450 | 33 | 0.0% | 0.0% | 222 | -255 | -36.17% | Q2 2026 | Jul 22, 2026 |
| REAP Financial Group, LLC | History | No change | 408 | 29 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Regatta Research & Money Management | History | New | 395 | 28 | 0.03% | — | 224 | +395 | New | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 336 | 24 | 0.0% | 0.0% | 225 | -336 | -50.0% | Q2 2026 | Jul 24, 2026 |
| Fairway Wealth LLC | History | New | 310 | 22 | 0.01% | — | 227 | +310 | New | Q2 2026 | Jul 24, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 303 | 22 | 0.01% | 0.01% | 226 | +1 | 0.33% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | No change | 295 | 21 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oakworth Capital, Inc. | History | New | 286 | 20 | 0.0% | — | 229 | +286 | New | Q2 2026 | Jul 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 249 | 18 | 0.0% | — | 230 | +249 | New | Q2 2026 | Sep 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 222 | 13 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 176 | 12 | 0.0% | — | 233 | +176 | New | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 166 | 12 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 160 | 11 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Decker Retirement Planning Inc. | History | New | 138 | 10 | 0.0% | — | 235 | +138 | New | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | New | 135 | 9 | 0.0% | — | 237 | +135 | New | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Reduced | 125 | 9 | 0.0% | 0.0% | 236 | -127 | -50.4% | Q2 2026 | Jul 01, 2026 |
| American Capital Advisory, LLC | History | Reduced | 122 | 8 | 0.0% | 0.01% | 239 | -251 | -67.29% | Q2 2026 | Jul 28, 2026 |
| Hurley Capital, LLC | History | Added to | 110 | 8 | 0.0% | 0.0% | 238 | +1 | 0.92% | Q2 2026 | Aug 10, 2026 |
| N.E.W. Advisory Services LLC | History | New | 100 | 7 | 0.0% | — | 240 | +100 | New | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 94 | 6 | 0.0% | 0.0% | 241 | -45 | -32.37% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 66 | 4 | 0.0% | 0.0% | 244 | -210 | -76.09% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 61 | 4 | 0.0% | 0.0% | 242 | +12 | 24.49% | Q2 2026 | Aug 13, 2026 |
| Pacific Center for Financial Services | History | No change | 62 | 4 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Networth Advisors, LLC | History | Reduced | 45 | 3 | 0.0% | 2.58% | 245 | -58,570 | -99.92% | Q2 2026 | Jul 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 28 | 2 | 0.0% | 0.0% | 246 | -30 | -51.72% | Q2 2026 | Aug 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 28 | 2 | 0.0% | 0.0% | 248 | -5 | -15.15% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 30 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key Capital Management, INC | History | New | 27 | 1 | 0.0% | — | 251 | +27 | New | Q2 2026 | Jul 27, 2026 |
| Cape Investment Advisory, Inc. | History | New | 16 | 1 | 0.0% | — | 250 | +16 | New | Q2 2026 | Jul 23, 2026 |
| Wealth Management Nebraska | History | Closed out | 0 | 0 | — | 12.19% | — | -1,089,651 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -15,753 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -12,842 | -100.0% | Q2 2026 | Jul 07, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,090 | -100.0% | Q2 2026 | Jul 09, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,815 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,068 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,650 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -968 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -426 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -392 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q2 2026 | Aug 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q2 2026 | Jul 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q2 2026 | Aug 14, 2026 |
| 3 FACTOR INDEXING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q2 2026 | Jul 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |