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 | No change | 15,209,879 | 1,115,492 | 1.38% | 1.38% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 3,553,024 | 260,578 | 9.91% | 9.91% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,318,011 | 96,662 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,109,495 | 81,370 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 954,982 | 70,038 | 1.01% | 1.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 778,923 | 57,126 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 721,695 | 49,897 | 6.88% | 7.46% | 7 | +34,485 | 5.02% | Q3 2026 | Oct 27, 2026 |
| Creative Planning | History | Added to | 655,613 | 45,329 | 0.03% | 0.03% | 8 | +9,132 | 1.41% | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 563,885 | 41,355 | 0.19% | 0.19% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 537,608 | 39,428 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 526,290 | 38,598 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 489,249 | 35,881 | 0.6% | 0.6% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 516,917 | 35,739 | 5.7% | 5.69% | 13 | +10,925 | 2.16% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 406,872 | 28,131 | 11.17% | 12.19% | 14 | +49,367 | 13.81% | Q3 2026 | Oct 28, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 400,999 | 27,725 | 6.55% | 7.07% | 15 | +9,116 | 2.33% | Q3 2026 | Oct 20, 2026 |
| Shore Point Advisors, LLC | History | Added to | 444,747 | 23,079 | 7.32% | 8.02% | 16 | +5,688 | 1.3% | Q3 2026 | Oct 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 306,509 | 22,479 | 1.17% | 1.17% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 323,310 | 22,354 | 0.14% | 0.13% | 18 | +32,266 | 11.09% | Q3 2026 | Oct 26, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 251,000 | 17,354 | 2.96% | 3.14% | 19 | -4,132 | -1.62% | Q3 2026 | Oct 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 243,585 | 16,960 | 2.18% | 2.55% | 20 | +9,921 | 4.25% | Q3 2026 | Oct 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 227,703 | 15,743 | 0.46% | 0.56% | 21 | +3,409 | 1.52% | Q3 2026 | Oct 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 210,830 | 15,462 | 0.16% | 0.16% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilner Capital Advisors, LLC | History | No change | 194,167 | 14,129 | 12.11% | 12.11% | 23 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Savant Capital, LLC | History | No change | 186,795 | 13,699 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 182,685 | 13,398 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 173,811 | 12,747 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 172,349 | 12,640 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Berger Financial Group, Inc | History | No change | 166,979 | 12,246 | 0.63% | 0.63% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 175,959 | 12,165 | 1.18% | 1.28% | 29 | -50 | -0.03% | Q3 2026 | Nov 02, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | New | 175,515 | 12,135 | 1.73% | — | 30 | +175,515 | New | Q3 2026 | Oct 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 156,849 | 10,844 | 1.4% | 1.44% | 31 | +7,782 | 5.22% | Q3 2026 | Oct 30, 2026 |
| Freedom Investment Management, Inc. | History | No change | 143,871 | 10,551 | 2.94% | 2.94% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 143,064 | 10,492 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 136,108 | 9,410 | 3.25% | 3.5% | 34 | +9 | 0.01% | Q3 2026 | Oct 16, 2026 |
| Savvy Advisors, Inc. | History | No change | 125,769 | 9,223 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 125,606 | 8,684 | 0.53% | 0.53% | 36 | +8,122 | 6.91% | Q3 2026 | Oct 30, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 122,268 | 8,453 | 3.51% | 3.56% | 37 | +10,068 | 8.97% | Q3 2026 | Oct 27, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 113,871 | 8,351 | 0.52% | 0.52% | 38 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Plancorp, LLC | History | Added to | 106,669 | 7,603 | 0.17% | 0.05% | 39 | +76,895 | 258.26% | Q3 2026 | Nov 02, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | No change | 100,078 | 7,339 | 1.49% | 1.49% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 105,150 | 7,270 | 0.33% | 0.38% | 41 | +1,254 | 1.21% | Q3 2026 | Oct 28, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 103,427 | 7,150 | 1.88% | 1.95% | 42 | -392 | -0.38% | Q3 2026 | Nov 02, 2026 |
| WCG Wealth Advisors LLC | History | No change | 95,377 | 6,994 | 0.17% | 0.17% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 98,700 | 6,976 | 0.13% | 0.13% | 44 | +7,510 | 8.24% | Q3 2026 | Oct 26, 2026 |
| Level Financial Advisors | History | Added to | 96,608 | 6,679 | 1.48% | 1.52% | 45 | +3,703 | 3.99% | Q3 2026 | Oct 13, 2026 |
| LexAurum Advisors, LLC | History | Added to | 94,102 | 6,506 | 0.73% | 0.79% | 46 | +773 | 0.83% | Q3 2026 | Oct 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 94,029 | 6,501 | 0.01% | 0.01% | 47 | +6,545 | 7.48% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 84,509 | 6,197 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 85,029 | 5,878 | 2.9% | 3.16% | 49 | +3,709 | 4.56% | Q3 2026 | Oct 29, 2026 |
| Paul R. Ried Financial Group, LLC | History | No change | 77,739 | 5,701 | 2.49% | 2.49% | 50 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 81,170 | 5,612 | 0.28% | 0.29% | 51 | +2,186 | 2.77% | Q3 2026 | Oct 22, 2026 |
| CAP Partners, LLC | History | Added to | 79,343 | 5,485 | 2.51% | 2.82% | 52 | +844 | 1.08% | Q3 2026 | Oct 19, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 77,598 | 5,436 | 3.08% | 3.23% | 53 | +2,223 | 2.95% | Q3 2026 | Oct 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 73,596 | 5,397 | 0.42% | 0.42% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mendota Financial Group, LLC | History | Added to | 74,670 | 5,162 | 3.2% | 3.17% | 55 | +4,963 | 7.12% | Q3 2026 | Oct 07, 2026 |
| Dogwood Wealth Management LLC | History | No change | 63,538 | 4,659 | 1.84% | 1.84% | 56 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 55,799 | 4,092 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 58,573 | 4,049 | 0.43% | 0.85% | 58 | +1,508 | 2.64% | Q3 2026 | Nov 03, 2026 |
| SeedSafe Financial LLC | History | Reduced | 57,760 | 3,993 | 2.94% | 3.07% | 59 | -329 | -0.57% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 57,684 | 3,988 | 0.11% | 0.12% | 60 | +1,938 | 3.48% | Q3 2026 | Oct 08, 2026 |
| Haven Private, LLC | History | Reduced | 55,971 | 3,869 | 1.53% | 1.58% | 61 | -593 | -1.05% | Q3 2026 | Oct 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 52,744 | 3,851 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 54,023 | 3,735 | 0.01% | 0.01% | 63 | +11,632 | 27.44% | Q3 2026 | Nov 02, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 53,563 | 3,703 | 0.33% | 0.35% | 64 | +30 | 0.06% | Q3 2026 | Oct 16, 2026 |
| Passive Capital Management, LLC. | History | No change | 62,500 | 3,671 | 1.15% | 1.15% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 50,067 | 3,461 | 0.14% | 0.14% | 66 | +822 | 1.67% | Q3 2026 | Oct 08, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 48,806 | 3,374 | 0.55% | 0.58% | 67 | +44 | 0.09% | Q3 2026 | Oct 21, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 48,767 | 3,371 | 1.38% | 1.52% | 68 | -87 | -0.18% | Q3 2026 | Oct 14, 2026 |
| Atlas Wealth LLC | History | No change | 43,186 | 3,167 | 0.45% | 0.45% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 43,119 | 3,162 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 42,071 | 3,085 | 0.75% | 0.75% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 40,390 | 2,962 | 0.94% | 0.94% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 36,654 | 2,688 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 36,086 | 2,646 | 0.33% | 0.33% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Family Office Research LLC | History | Reduced | 38,244 | 2,644 | 1.02% | 1.16% | 75 | -3,937 | -9.33% | Q3 2026 | Oct 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 35,580 | 2,609 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | No change | 35,159 | 2,578 | 0.95% | 0.95% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 36,599 | 2,530 | 0.03% | 0.02% | 78 | +16,925 | 86.03% | Q3 2026 | Oct 30, 2026 |
| Quantinno Capital Management LP | History | No change | 34,119 | 2,502 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evanson Financial, LLC | History | Added to | 35,347 | 2,443 | 0.12% | 0.08% | 80 | +13,534 | 62.05% | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 32,549 | 2,387 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ETF Store, Inc. | History | Added to | 34,477 | 2,383 | 1.96% | 1.92% | 82 | +3,133 | 10.0% | Q3 2026 | Oct 19, 2026 |
| HB Wealth Management, LLC | History | Reduced | 34,211 | 2,365 | 0.01% | 0.01% | 83 | -80 | -0.23% | Q3 2026 | Oct 23, 2026 |
| &PARTNERS | History | No change | 31,945 | 2,353 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAM GROUP, INC. | History | Added to | 29,945 | 2,070 | 1.04% | 0.95% | 85 | +3,745 | 14.29% | Q3 2026 | Oct 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,668 | 1,955 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | Reduced | 28,264 | 1,954 | 1.01% | 1.24% | 88 | -4,800 | -14.52% | Q3 2026 | Oct 19, 2026 |
| Tillman Hartley LLC | History | No change | 26,651 | 1,954 | 0.44% | 0.44% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centennial Bank/AR/ | History | No change | 26,314 | 1,929 | 0.62% | 0.62% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | No change | 26,156 | 1,918 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 26,570 | 1,837 | 0.18% | 0.19% | 91 | -341 | -1.27% | Q3 2026 | Oct 15, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 24,498 | 1,796 | 1.03% | 1.03% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 24,217 | 1,776 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 23,120 | 1,695 | 0.13% | 0.13% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 21,982 | 1,612 | 0.16% | 0.16% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 21,664 | 1,588 | 0.79% | 0.79% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,687 | 1,568 | 0.01% | 0.01% | 97 | +2,232 | 10.91% | Q3 2026 | Oct 08, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 22,286 | 1,540 | 0.62% | 0.66% | 98 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| COMMERCE BANK | History | No change | 20,605 | 1,511 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,446 | 1,500 | 0.0% | 0.0% | 100 | +12,521 | 140.29% | Q3 2026 | Oct 13, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 20,381 | 1,494 | 0.18% | 0.18% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 19,825 | 1,453 | 0.34% | 0.34% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 20,179 | 1,395 | 0.37% | 0.63% | 103 | -9,997 | -33.13% | Q3 2026 | Nov 02, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 20,188 | 1,395 | 0.29% | 0.38% | 104 | -3,549 | -14.95% | Q3 2026 | Oct 16, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 19,992 | 1,382 | 0.98% | 1.08% | 105 | +112 | 0.56% | Q3 2026 | Oct 14, 2026 |
| CRA Financial Services, LLC | History | Added to | 19,946 | 1,379 | 0.15% | 0.15% | 106 | +2,695 | 15.62% | Q3 2026 | Oct 16, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 18,447 | 1,275 | 0.5% | 0.15% | 107 | +13,104 | 245.26% | Q3 2026 | Oct 09, 2026 |
| Factor Wealth Management LTD | History | Reduced | 18,336 | 1,267 | 0.19% | 0.21% | 109 | -470 | -2.5% | Q3 2026 | Oct 08, 2026 |
| GTS SECURITIES LLC | History | No change | 17,285 | 1,267 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 16,580 | 1,215 | 0.32% | 0.32% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 16,161 | 1,185 | 0.26% | 0.26% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CURIO WEALTH, LLC | History | No change | 15,854 | 1,162 | 0.36% | 0.36% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tortoise Investment Management, LLC | History | No change | 15,723 | 1,153 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 15,624 | 1,142 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 15,519 | 1,138 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 16,338 | 1,129 | 0.83% | 0.76% | 116 | +2,041 | 14.28% | Q3 2026 | Oct 22, 2026 |
| Summit Financial, LLC | History | No change | 14,686 | 1,077 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 14,551 | 1,067 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 15,418 | 1,065 | 0.26% | 0.27% | 119 | -111 | -0.71% | Q3 2026 | Oct 21, 2026 |
| Axis Wealth Partners, LLC | History | No change | 13,737 | 1,007 | 0.48% | 0.48% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Frankly Finances, LLC | History | Reduced | 14,490 | 1,001 | 0.78% | 1.11% | 122 | -4,740 | -24.65% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,483 | 1,001 | 0.0% | 0.0% | 121 | +365 | 2.59% | Q3 2026 | Nov 02, 2026 |
| Sunpointe, LLC | History | No change | 14,363 | 993 | 0.3% | 0.3% | 123 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Maia Wealth LLC | History | Added to | 13,926 | 962 | 0.13% | 0.09% | 124 | +5,720 | 69.71% | Q3 2026 | Oct 19, 2026 |
| Cetera Investment Advisers | History | No change | 13,102 | 960 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 12,352 | 905 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Team Financial Group, LLC | History | Added to | 12,655 | 874 | 0.35% | 0.19% | 127 | +6,594 | 108.79% | Q3 2026 | Oct 30, 2026 |
| Well Done, LLC | History | Added to | 12,540 | 867 | 0.12% | 0.06% | 128 | +6,679 | 113.96% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 12,539 | 866 | 0.04% | — | 129 | +12,539 | New | Q3 2026 | Nov 04, 2026 |
| Apeiron RIA LLC | History | No change | 11,980 | 835 | 0.19% | 0.23% | 130 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bridgewater Advisors Inc. | History | No change | 10,872 | 801 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pearl Planning LLC | History | Reduced | 11,005 | 760 | 0.32% | 0.38% | 132 | -300 | -2.65% | Q3 2026 | Oct 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,604 | 733 | 0.03% | — | 133 | +10,604 | New | Q3 2026 | Oct 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 10,588 | 732 | 0.01% | 0.01% | 134 | -2,189 | -17.13% | Q3 2026 | Oct 28, 2026 |
| BlackRock, Inc. | History | No change | 9,811 | 719 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zhang Financial LLC | History | No change | 9,595 | 703 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 8,957 | 656 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 9,100 | 629 | 0.02% | 0.02% | 138 | -295 | -3.14% | Q3 2026 | Nov 03, 2026 |
| Cloud Capital Management, LLC | History | No change | 8,326 | 610 | 0.22% | 0.22% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,227 | 603 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 8,540 | 590 | 0.29% | 0.33% | 141 | -583 | -6.39% | Q3 2026 | Oct 15, 2026 |
| Thayer Financial, L.L.C. | History | Reduced | 8,377 | 583 | 0.52% | 0.57% | 142 | -148 | -1.74% | Q3 2026 | Oct 20, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 7,740 | 567 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthTrak Capital Management LLC | History | No change | 7,619 | 558 | 0.37% | 0.37% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,169 | 525 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 7,132 | 523 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,900 | 506 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,261 | 501 | 0.02% | 0.02% | 148 | -298 | -3.94% | Q3 2026 | Oct 26, 2026 |
| Bison Wealth, LLC | History | Reduced | 6,890 | 482 | 0.04% | 0.05% | 149 | -444 | -6.05% | Q3 2026 | Oct 13, 2026 |
| FMR LLC | History | No change | 6,170 | 452 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 6,005 | 440 | 0.27% | 0.27% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,954 | 436 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BWM Planning, LLC | History | No change | 5,781 | 423 | 0.1% | 0.1% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ariadne Wealth Management, LP | History | No change | 5,765 | 422 | 0.19% | 0.19% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 5,944 | 410 | 0.33% | 0.34% | 155 | -260 | -4.19% | Q3 2026 | Nov 04, 2026 |
| Claro Advisors Inc. | History | Reduced | 5,703 | 394 | 0.04% | 0.04% | 156 | -49 | -0.85% | Q3 2026 | Nov 02, 2026 |
| Merit Financial Group, LLC | History | No change | 5,346 | 392 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,283 | 387 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEM Asset Management, LLC | History | Added to | 5,584 | 386 | 0.15% | 0.16% | 159 | +20 | 0.36% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 5,223 | 383 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 5,945 | 370 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 5,235 | 361 | 0.05% | 0.06% | 162 | -125 | -2.33% | Q3 2026 | Oct 19, 2026 |
| Compound Planning, Inc. | History | No change | 4,902 | 359 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Destination Wealth Management | History | No change | 4,772 | 349 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | No change | 5,037 | 348 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Western Wealth Management, LLC | History | No change | 4,656 | 341 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 4,898 | 338 | 0.25% | 0.26% | 168 | +153 | 3.22% | Q3 2026 | Oct 23, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 4,894 | 338 | 0.1% | 0.1% | 167 | +3 | 0.06% | Q3 2026 | Oct 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 4,604 | 337 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 4,559 | 334 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 4,561 | 334 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 4,675 | 327 | 0.12% | 0.12% | 172 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Vise Technologies, Inc. | History | New | 4,711 | 325 | 0.0% | — | 173 | +4,711 | New | Q3 2026 | Oct 28, 2026 |
| Tufton Capital Management | History | New | 4,554 | 314 | 0.05% | — | 174 | +4,554 | New | Q3 2026 | Oct 20, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 4,480 | 309 | 0.01% | 0.02% | 175 | +85 | 1.93% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,161 | 305 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,018 | 294 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 4,210 | 291 | 0.04% | 0.04% | 178 | +136 | 3.34% | Q3 2026 | Oct 14, 2026 |
| Community Bank, N.A. | History | No change | 3,677 | 269 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 3,665 | 268 | 0.11% | 0.11% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 3,867 | 267 | 0.03% | 0.04% | 181 | -30 | -0.77% | Q3 2026 | Oct 15, 2026 |
| Beacon Capital Management, LLC | History | New | 3,860 | 266 | 0.04% | — | 183 | +3,860 | New | Q3 2026 | Oct 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 3,636 | 266 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DBK Financial Counsel, LLC | History | No change | 3,820 | 264 | 0.21% | 0.23% | 184 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 3,722 | 257 | 0.05% | 0.06% | 185 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,446 | 252 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 3,361 | 246 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Wealth Advisors LLC | History | New | 3,442 | 237 | 0.2% | — | 188 | +3,442 | New | Q3 2026 | Oct 27, 2026 |
| Belpointe Asset Management LLC | History | No change | 3,221 | 236 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Foundry Financial LLC | History | Reduced | 3,381 | 233 | 0.07% | 0.08% | 191 | -39 | -1.14% | Q3 2026 | Oct 16, 2026 |
| Noble Family Wealth, LLC | History | No change | 3,379 | 233 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| IF Advisors, LLC | History | No change | 3,172 | 232 | 0.15% | 0.15% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 3,083 | 226 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 3,240 | 224 | 0.0% | — | 194 | +3,240 | New | Q3 2026 | Oct 30, 2026 |
| Arista Wealth Management, LLC | History | No change | 3,206 | 221 | 0.02% | 0.03% | 195 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Goldstein Advisors, LLC | History | No change | 3,162 | 218 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,941 | 215 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | New | 3,073 | 213 | 0.0% | — | 198 | +3,073 | New | Q3 2026 | Oct 08, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,800 | 205 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 2,939 | 203 | 0.0% | — | 200 | +2,939 | New | Q3 2026 | Oct 20, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 2,937 | 203 | 0.0% | — | 201 | +2,937 | New | Q3 2026 | Oct 16, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 2,758 | 202 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 2,702 | 198 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,703 | 198 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,594 | 190 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,397 | 175 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,147 | 148 | 0.05% | 0.02% | 208 | +1,157 | 116.87% | Q3 2026 | Oct 26, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2,029 | 148 | 0.08% | 0.08% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,985 | 145 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | New | 2,050 | 141 | 0.01% | — | 210 | +2,050 | New | Q3 2026 | Nov 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,925 | 140 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New Hampshire | History | No change | 1,966 | 135 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Glassman Wealth Services | History | No change | 1,732 | 127 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,791 | 123 | 0.01% | — | 214 | +1,791 | New | Q3 2026 | Oct 26, 2026 |
| Spire Wealth Management | History | No change | 1,513 | 104 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,028 | 71 | 0.01% | 0.01% | 216 | -5 | -0.48% | Q3 2026 | Oct 20, 2026 |
| Arax Advisory Partners | History | No change | 975 | 71 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 967 | 70 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 927 | 68 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 766 | 54 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 747 | 54 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 762 | 52 | 0.0% | 0.0% | 222 | +39 | 5.39% | Q3 2026 | Oct 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 719 | 49 | 0.03% | 0.04% | 223 | -120 | -14.3% | Q3 2026 | Oct 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 639 | 46 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 620 | 45 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 583 | 42 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 450 | 33 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Root Financial Partners, LLC | History | New | 458 | 31 | 0.0% | — | 228 | +458 | New | Q3 2026 | Oct 21, 2026 |
| DecisionPoint Financial, LLC | History | New | 444 | 30 | 0.01% | — | 229 | +444 | New | Q3 2026 | Oct 27, 2026 |
| REAP Financial Group, LLC | History | No change | 408 | 28 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Regatta Research & Money Management | History | No change | 395 | 28 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 336 | 23 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 303 | 22 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairway Wealth LLC | History | No change | 310 | 21 | 0.0% | 0.01% | 234 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BFSG, LLC | History | No change | 295 | 20 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Oakworth Capital, Inc. | History | No change | 286 | 19 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | New | 253 | 17 | 0.0% | — | 238 | +253 | New | Q3 2026 | Oct 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 249 | 17 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 166 | 12 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 176 | 12 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Global Trust Asset Management, LLC | History | New | 170 | 11 | 0.0% | — | 242 | +170 | New | Q3 2026 | Oct 19, 2026 |
| Allworth Financial LP | History | No change | 160 | 11 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 135 | 9 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | Added to | 120 | 8 | 0.0% | 0.0% | 246 | +93 | 344.44% | Q3 2026 | Nov 03, 2026 |
| Hurley Capital, LLC | History | No change | 110 | 8 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Capital Advisory, LLC | History | No change | 122 | 8 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 94 | 6 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Markowski Investments | History | New | 47 | 5 | 0.0% | — | 249 | +47 | New | Q3 2026 | Oct 30, 2026 |
| Davis Capital Management | History | New | 58 | 4 | 0.0% | — | 253 | +58 | New | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 61 | 4 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Center for Financial Services | History | No change | 62 | 4 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 66 | 4 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Networth Advisors, LLC | History | Added to | 46 | 3 | 0.0% | 0.0% | 254 | +1 | 2.22% | Q3 2026 | Nov 03, 2026 |
| Realta Investment Advisors | History | New | 30 | 2 | 0.0% | — | 259 | +30 | New | Q3 2026 | Oct 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 28 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 30 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Atomic Invest LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 16 | 1 | 0.0% | — | 262 | +16 | New | Q3 2026 | Oct 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 26 | 1 | 0.0% | 0.0% | 261 | -2 | -7.14% | Q3 2026 | Nov 02, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,831 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,029 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Crusonia Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,824 | -100.0% | Q3 2026 | Oct 26, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -819 | -100.0% | Q3 2026 | Oct 28, 2026 |
| SBK Financial, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -716 | -100.0% | Q3 2026 | Nov 02, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2026 | Oct 19, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Blue Trust, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |