AMERICAN CENTURY ETF TRUST - AVUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HB Wealth Management, LLC | History | No change | 6,026,439 | 771,865 | 4.33% | 4.33% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 4,549,423 | 582,690 | 0.26% | 0.26% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oak Root LLC | History | No change | 2,905,949 | 372,223 | 41.03% | 41.07% | 3 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| LPL Financial LLC | History | No change | 2,541,722 | 325,543 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MASECO LLP | History | No change | 2,377,661 | 304,590 | 8.56% | 8.56% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Annex Advisory Services, LLC | History | No change | 2,025,359 | 259,407 | 4.43% | 4.43% | 6 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,009,207 | 257,339 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Focus Partners Wealth | History | No change | 1,954,513 | 250,334 | 0.26% | 0.26% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,764,029 | 225,936 | 0.37% | 0.37% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,763,123 | 225,820 | 2.19% | 2.19% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 1,572,782 | 201,441 | 0.2% | 0.2% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Plan, Inc. | History | No change | 1,428,195 | 182,923 | 17.36% | 17.36% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,412,717 | 180,940 | 0.23% | 0.23% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 1,182,649 | 151,473 | 24.46% | 24.46% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,125,582 | 144,164 | 0.67% | 0.67% | 15 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Corient Private Wealth LP | History | No change | 1,101,011 | 141,017 | 0.2% | 0.2% | 16 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,076,358 | 137,859 | 1.47% | 1.47% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 1,015,751 | 130,097 | 9.29% | 9.29% | 18 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MORGAN STANLEY | History | No change | 999,429 | 128,006 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 982,092 | 125,786 | 0.16% | 0.16% | 20 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 971,486 | 124,428 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 967,372 | 123,901 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 938,149 | 120,158 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 914,760 | 117,162 | 0.73% | 0.73% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RVW Wealth, LLC | History | Added to | 910,991 | 116,688 | 7.49% | 6.97% | 25 | +84,497 | 10.22% | Q3 2026 | Oct 06, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 907,573 | 116,242 | 11.5% | 11.5% | 26 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bank of New York Mellon Corp | History | No change | 879,326 | 112,624 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bridgewater Advisors Inc. | History | No change | 810,647 | 104,824 | 5.72% | 5.72% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 816,548 | 104,583 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 767,323 | 98,278 | 11.93% | 11.93% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McLean Asset Management Corp | History | No change | 751,137 | 95,845 | 12.67% | 12.67% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B&D White Capital Company, LLC | History | No change | 737,291 | 94,432 | 9.4% | 9.4% | 32 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 731,664 | 93,711 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | No change | 702,241 | 89,943 | 3.04% | 3.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 689,260 | 88,280 | 24.8% | 24.8% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cresset Asset Management, LLC | History | No change | 666,468 | 85,361 | 0.31% | 0.31% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 655,079 | 83,902 | 0.25% | 0.25% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 643,544 | 82,425 | 10.93% | 10.93% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 628,777 | 80,533 | 7.78% | 7.78% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 605,983 | 77,614 | 4.9% | 4.9% | 40 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gradient Investments LLC | History | Added to | 547,307 | 70,104 | 1.0% | 0.85% | 41 | +63,805 | 13.2% | Q3 2026 | Oct 08, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 528,975 | 67,751 | 7.95% | 7.95% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Plancorp, LLC | History | No change | 527,558 | 67,416 | 1.65% | 1.65% | 43 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 517,498 | 66,281 | 37.45% | 37.45% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WMG Financial Advisors, LLC | History | No change | 506,461 | 64,867 | 24.44% | 24.44% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 496,521 | 63,594 | 0.54% | 0.54% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CPC Advisors, LLC | History | No change | 492,914 | 63,132 | 8.51% | 8.51% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 471,368 | 60,021 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 450,553 | 57,706 | 7.27% | 7.27% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geometric Wealth Advisors | History | No change | 445,778 | 57,095 | 6.18% | 6.18% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 442,411 | 56,664 | 0.48% | 0.48% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 440,816 | 56,459 | 2.82% | 2.82% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 436,566 | 55,915 | 9.64% | 9.64% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 435,464 | 55,774 | 16.62% | 16.62% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 434,777 | 55,686 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 433,975 | 55,583 | 1.32% | 1.32% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | No change | 430,377 | 55,122 | 3.12% | 3.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AWM CAPITAL, LLC | History | No change | 421,140 | 53,939 | 4.32% | 4.32% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tortoise Investment Management, LLC | History | No change | 415,640 | 53,235 | 3.97% | 3.97% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 407,458 | 52,187 | 0.3% | 0.3% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 396,786 | 50,820 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 390,059 | 49,958 | 11.66% | 11.66% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 384,167 | 49,204 | 0.46% | 0.46% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 441,517 | 49,087 | 0.81% | 0.81% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 381,500 | 48,862 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mattern Wealth Management LLC | History | No change | 379,466 | 48,602 | 7.98% | 7.98% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Disciplina Capital Management LLC | History | No change | 377,700 | 48,375 | 5.0% | 5.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 368,667 | 47,218 | 22.53% | 22.53% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glenview Trust Co | History | No change | 361,185 | 46,260 | 0.64% | 0.64% | 69 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BSW Wealth Partners | History | No change | 357,436 | 45,780 | 5.09% | 5.09% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 353,155 | 45,232 | 11.12% | 11.12% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 348,287 | 44,608 | 11.95% | 11.95% | 72 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Align Financial, LLC | History | No change | 344,040 | 44,064 | 21.87% | 21.87% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 339,935 | 43,538 | 14.69% | 14.69% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 337,465 | 43,222 | 17.04% | 17.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 334,161 | 42,805 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Highland Financial Advisors, LLC | History | No change | 331,484 | 42,456 | 9.34% | 9.34% | 77 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CVA Family Office, LLC | History | No change | 324,622 | 41,577 | 3.76% | 3.76% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 308,426 | 39,262 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JRM Investment Counsel, LLC | History | No change | 301,331 | 38,594 | 9.34% | 9.34% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 296,736 | 38,005 | 9.74% | 9.74% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 276,485 | 35,411 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Private Advisors, LLC | History | No change | 276,168 | 35,371 | 35.48% | 35.48% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 271,743 | 34,804 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Burton Enright Welch | History | No change | 265,570 | 34,014 | 3.99% | 3.99% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 261,754 | 33,525 | 7.1% | 7.1% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Zhang Financial LLC | History | No change | 259,250 | 33,204 | 0.97% | 0.97% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EP Wealth Advisors, LLC | History | No change | 248,728 | 31,857 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 246,572 | 31,580 | 25.81% | 25.81% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 243,335 | 31,166 | 28.53% | 28.53% | 90 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 230,978 | 29,583 | 7.58% | 7.58% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WorthPointe, LLC | History | No change | 230,810 | 29,562 | 7.42% | 7.42% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 229,401 | 29,097 | 0.58% | 0.58% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oak Wealth Advisors LLC | History | No change | 225,124 | 28,833 | 13.83% | 13.83% | 94 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 217,490 | 27,856 | 1.33% | 1.33% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 209,287 | 26,801 | 3.32% | 3.32% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 205,672 | 26,342 | 9.04% | 9.04% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LexAurum Advisors, LLC | History | No change | 201,207 | 25,770 | 2.98% | 2.98% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Torren Management, LLC | History | No change | 197,155 | 25,251 | 12.84% | 12.84% | 99 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 196,498 | 25,167 | 1.95% | 1.95% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 192,534 | 24,660 | 6.01% | 6.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 189,195 | 24,232 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 187,105 | 23,966 | 0.69% | 0.67% | 103 | +10,172 | 5.75% | Q3 2026 | Oct 08, 2026 |
| Greenspring Advisors, LLC | History | No change | 181,106 | 23,196 | 1.29% | 1.29% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apella Capital, LLC | History | Added to | 176,975 | 23,042 | 0.29% | 0.29% | 105 | +14,759 | 9.1% | Q3 2026 | Oct 08, 2026 |
| Tanager Wealth Management LLP | History | No change | 175,042 | 22,419 | 1.95% | 1.95% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 174,692 | 22,374 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 169,588 | 21,720 | 7.99% | 7.99% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 168,218 | 21,547 | 0.87% | 0.85% | 109 | +267 | 0.16% | Q3 2026 | Oct 08, 2026 |
| Freedom Financial Partners LLC | History | No change | 167,653 | 21,472 | 7.0% | 7.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Passive Capital Management, LLC. | History | No change | 188,161 | 21,032 | 6.58% | 6.58% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 162,744 | 20,844 | 13.64% | 13.64% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 158,579 | 20,310 | 1.59% | 1.59% | 113 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Allworth Financial LP | History | No change | 154,752 | 19,820 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trajan Wealth LLC | History | No change | 152,226 | 19,497 | 0.74% | 0.74% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REDW Wealth LLC | History | No change | 145,795 | 18,673 | 6.69% | 6.69% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 145,032 | 18,575 | 1.11% | 1.11% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SJS Investment Consulting Inc. | History | No change | 144,667 | 18,528 | 2.02% | 2.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 144,854 | 18,510 | 13.73% | 13.73% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 138,935 | 17,794 | 0.28% | 0.28% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orion Capital Management LLC | History | No change | 138,104 | 17,688 | 5.47% | 5.47% | 121 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fonville Wealth Management LLC | History | No change | 135,947 | 17,412 | 2.84% | 2.84% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KWMG, LLC | History | Added to | 135,427 | 17,346 | 1.25% | 1.2% | 123 | +5,355 | 4.12% | Q3 2026 | Oct 07, 2026 |
| McCartney Wealth Management LLC | History | No change | 135,414 | 17,343 | 13.15% | 13.15% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MCF Advisors LLC | History | No change | 135,196 | 17,315 | 0.62% | 0.62% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Flagstone Financial Management | History | No change | 132,214 | 16,933 | 3.79% | 3.79% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 130,733 | 16,744 | 0.14% | 0.14% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | No change | 129,801 | 16,625 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 127,765 | 16,364 | 8.42% | 8.42% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Madrid Wealth Management, LLC | History | No change | 126,433 | 16,193 | 10.62% | 10.62% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 126,080 | 16,148 | 11.22% | 11.22% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 125,250 | 16,041 | 0.69% | 0.69% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 123,261 | 15,787 | 6.58% | 6.58% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 120,031 | 15,373 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| marrick wealth, LLC | History | No change | 117,661 | 15,070 | 10.7% | 10.7% | 135 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Heirloom Wealth Management | History | No change | 115,721 | 14,821 | 2.15% | 2.15% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 114,661 | 14,682 | 1.49% | 1.49% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | No change | 113,808 | 14,576 | 0.28% | 0.28% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 112,828 | 14,450 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Family Office Research LLC | History | No change | 111,428 | 14,271 | 5.35% | 5.35% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meredith Wealth Planning | History | No change | 111,324 | 14,258 | 3.37% | 3.37% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 110,978 | 14,214 | 5.22% | 5.22% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| My Personal CFO, LLC | History | No change | 110,443 | 14,145 | 5.52% | 5.52% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 109,742 | 14,055 | 5.89% | 5.89% | 144 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 106,360 | 13,622 | 4.18% | 4.18% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 105,872 | 13,560 | 3.97% | 3.97% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 760,242 | 13,340 | 7.32% | 7.32% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 117,054 | 13,014 | 0.53% | 0.53% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bull Oak Capital, LLC | History | No change | 101,602 | 13,013 | 4.33% | 4.33% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wedmont Private Capital | History | Added to | 97,159 | 12,636 | 0.3% | 0.33% | 150 | +2,272 | 2.39% | Q3 2026 | Oct 09, 2026 |
| Generations Wealth, LLC | History | No change | 98,584 | 12,626 | 11.99% | 11.99% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 98,356 | 12,597 | 10.68% | 10.68% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 98,142 | 12,570 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 97,578 | 12,308 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 94,889 | 12,153 | 0.22% | 0.22% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Annandale Capital, LLC | History | No change | 94,819 | 12,144 | 1.66% | 1.66% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Outbound Financial Inc | History | No change | 87,592 | 11,218 | 7.27% | 7.27% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 86,529 | 11,082 | 5.07% | 5.07% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlas Wealth LLC | History | No change | 86,195 | 11,039 | 1.57% | 1.57% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 85,738 | 10,981 | 3.15% | 3.15% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 82,928 | 10,621 | 2.62% | 2.62% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 82,165 | 10,523 | 4.58% | 4.58% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Symmetry Inc | History | Reduced | 82,060 | 10,511 | 3.36% | 3.52% | 163 | -283 | -0.34% | Q3 2026 | Oct 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 81,781 | 10,475 | 0.07% | 0.04% | 164 | +37,107 | 83.06% | Q3 2026 | Oct 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 81,585 | 10,449 | 2.54% | 2.54% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | No change | 81,375 | 10,415 | 2.06% | 2.06% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cloud Capital Management, LLC | History | No change | 80,757 | 10,342 | 3.77% | 3.77% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 80,537 | 10,315 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 79,583 | 10,192 | 0.82% | 0.82% | 169 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 78,742 | 10,085 | 3.6% | 3.6% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 78,431 | 10,045 | 0.39% | 0.39% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sollinda Capital Management LLC | History | No change | 77,984 | 9,988 | 2.13% | 2.13% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | No change | 77,549 | 9,932 | 0.29% | 0.29% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 76,979 | 9,859 | 0.21% | 0.21% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 76,437 | 9,790 | 0.15% | 0.15% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANE BROTHERS & CO INC | History | No change | 75,752 | 9,702 | 6.35% | 6.35% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 75,640 | 9,688 | 1.28% | 1.28% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 74,457 | 9,536 | 8.07% | 8.07% | 178 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Echo Wealth Management, LLC | History | No change | 72,452 | 9,279 | 4.74% | 4.74% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Versant Capital Management, Inc | History | Added to | 71,166 | 9,115 | 0.78% | 0.82% | 180 | +73 | 0.1% | Q3 2026 | Oct 01, 2026 |
| Betterment LLC | History | No change | 70,983 | 9,092 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 70,142 | 8,983 | 5.08% | 5.08% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MN Wealth Advisors, LLC | History | No change | 69,840 | 8,945 | 3.81% | 3.81% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Equity Wealth Partners, LLC | History | No change | 68,769 | 8,807 | 3.17% | 3.17% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CURIO WEALTH, LLC | History | No change | 67,669 | 8,667 | 2.69% | 2.69% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 67,340 | 8,625 | 4.93% | 4.93% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 66,304 | 8,492 | 1.38% | 1.38% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sterneck Capital Management, LLC | History | No change | 65,907 | 8,441 | 3.62% | 3.62% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 65,844 | 8,433 | 3.24% | 3.24% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 65,426 | 8,379 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 62,396 | 7,991 | 0.11% | 0.11% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 62,166 | 7,962 | 3.33% | 3.33% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ariadne Wealth Management, LP | History | No change | 61,993 | 7,940 | 3.51% | 3.51% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 61,479 | 7,874 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symmetry Partners, LLC | History | No change | 60,603 | 7,762 | 0.4% | 0.4% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brio Consultants, LLC | History | No change | 60,066 | 7,693 | 0.9% | 0.9% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 59,933 | 7,676 | 5.57% | 5.57% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prosperity Planning, Inc. | History | Added to | 57,950 | 7,422 | 1.65% | 1.68% | 198 | +870 | 1.52% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 57,494 | 7,363 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Timmons Wealth Management, LLC | History | No change | 57,292 | 7,337 | 5.37% | 5.37% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Auxano Advisors, LLC | History | No change | 55,809 | 7,148 | 1.35% | 1.35% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ridgeline Wealth, LLC | History | No change | 55,692 | 7,133 | 4.17% | 4.17% | 202 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Mattson Financial Services, LLC | History | No change | 54,927 | 7,037 | 1.47% | 1.47% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Morling Financial Advisors, LLC | History | No change | 54,499 | 6,980 | 1.94% | 1.94% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 53,732 | 6,881 | 0.13% | 0.13% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 53,211 | 6,815 | 4.26% | 4.26% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 52,878 | 6,772 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fielder Capital Group LLC | History | No change | 52,876 | 6,772 | 1.47% | 1.47% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 51,624 | 6,612 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFG Wealth Management, LLC. | History | No change | 51,363 | 6,578 | 2.37% | 2.37% | 210 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valued Wealth Advisors LLC | History | No change | 50,270 | 6,438 | 2.34% | 2.34% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 49,719 | 6,368 | 2.46% | 2.46% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| S&A Financial Services, Inc. | History | No change | 49,473 | 6,336 | 3.87% | 3.87% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Holcombe Financial, Inc. | History | No change | 48,551 | 6,218 | 3.51% | 3.51% | 214 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 48,096 | 6,160 | 1.25% | 1.25% | 215 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 48,083 | 6,158 | 1.18% | 1.18% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eaton-Cambridge Inc. | History | No change | 47,918 | 6,137 | 1.72% | 1.72% | 217 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 46,155 | 5,911 | 2.18% | 2.18% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| L & S Advisors Inc | History | No change | 45,677 | 5,850 | 0.6% | 0.6% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 45,196 | 5,788 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VICUS CAPITAL | History | No change | 43,403 | 5,559 | 0.36% | 0.36% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tillman Hartley LLC | History | No change | 43,337 | 5,550 | 1.25% | 1.25% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 42,521 | 5,446 | 2.06% | 2.06% | 223 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 41,887 | 5,364 | 2.81% | 2.81% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| XY Planning Network, Inc. | History | No change | 41,375 | 5,299 | 0.66% | 0.66% | 225 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 41,265 | 5,285 | 3.03% | 3.12% | 226 | -493 | -1.18% | Q3 2026 | Oct 08, 2026 |
| True Wealth Design, LLC | History | No change | 40,691 | 5,211 | 1.24% | 1.24% | 227 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 40,334 | 5,165 | 2.41% | 2.41% | 228 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BLVD Private Wealth, LLC | History | No change | 39,386 | 5,044 | 3.75% | 3.75% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 38,679 | 4,954 | 1.39% | 1.31% | 230 | +4,537 | 13.29% | Q3 2026 | Oct 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 37,075 | 4,748 | 0.1% | 0.1% | 231 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Wealth Partners, LLC | History | No change | 36,925 | 4,729 | 0.67% | 0.67% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 36,169 | 4,632 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 35,834 | 4,590 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KWB Wealth | History | No change | 35,602 | 4,559 | 0.39% | 0.39% | 235 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 35,389 | 4,532 | 1.06% | 1.06% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 35,268 | 4,517 | 0.67% | 0.67% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 34,245 | 4,386 | 0.45% | 0.45% | 238 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UMB Bank, n.a. | History | No change | 33,675 | 4,313 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 33,361 | 4,272 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triune Financial Partners, LLC | History | No change | 31,971 | 4,094 | 0.85% | 0.85% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 31,456 | 4,028 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 31,348 | 4,015 | 2.88% | 2.88% | 243 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 30,702 | 3,932 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 30,681 | 3,929 | 0.13% | 0.13% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forum Financial Management, LP | History | No change | 30,242 | 3,873 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 30,006 | 3,843 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 29,996 | 3,841 | 0.24% | 0.24% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 29,758 | 3,811 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 29,703 | 3,804 | 0.72% | 0.72% | 250 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bison Wealth, LLC | History | No change | 29,483 | 3,771 | 0.35% | 0.35% | 251 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Burk Holdings LLC | History | No change | 28,966 | 3,709 | 1.37% | 1.37% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 28,102 | 3,599 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 27,748 | 3,556 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altar Rock LLC | History | No change | 27,614 | 3,536 | 5.17% | 5.17% | 255 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 27,447 | 3,515 | 0.67% | 0.67% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthfront Advisers LLC | History | No change | 26,765 | 3,428 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 26,502 | 3,394 | 2.61% | 2.61% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 26,320 | 3,371 | 0.2% | 0.2% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Austin Wealth Management, LLC | History | No change | 25,909 | 3,293 | 0.7% | 0.7% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 25,333 | 3,244 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. Team Financial, Inc. | History | No change | 25,218 | 3,229 | 3.14% | 3.14% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAM Investment Partners, LLC | History | No change | 24,899 | 3,189 | 0.51% | 0.51% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 24,762 | 3,171 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invariant Investment Management | History | Added to | 24,062 | 3,117 | 1.8% | 1.77% | 265 | +500 | 2.12% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24,284 | 3,091 | 0.1% | 0.1% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schulz Wealth, LTD. | History | No change | 23,664 | 3,030 | 1.56% | 1.56% | 267 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 23,542 | 3,015 | 0.19% | 0.19% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 23,403 | 2,997 | 0.42% | 0.42% | 269 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 22,621 | 2,897 | 0.38% | 0.38% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Facet Wealth, Inc. | History | No change | 22,280 | 2,853 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 22,066 | 2,826 | 2.14% | 2.14% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Reserve Capital Management, LLC | History | No change | 21,722 | 2,782 | 2.06% | 2.06% | 273 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 21,651 | 2,773 | 0.34% | 0.34% | 274 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 21,477 | 2,747 | 2.06% | 2.06% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 21,303 | 2,728 | 0.14% | 0.14% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 21,223 | 2,718 | 0.83% | 0.83% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Certified Advisory Corp | History | No change | 21,067 | 2,698 | 0.22% | 0.22% | 278 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 20,826 | 2,667 | 0.62% | 0.62% | 279 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sunpointe, LLC | History | No change | 20,397 | 2,612 | 0.74% | 0.74% | 280 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Life Planning Partners, Inc | History | No change | 19,373 | 2,481 | 1.84% | 1.84% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 19,232 | 2,463 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Paladin Wealth, LLC | History | No change | 19,234 | 2,463 | 1.43% | 1.43% | 283 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Seed Wealth Management, Inc. | History | No change | 17,870 | 2,288 | 1.45% | 1.45% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 17,635 | 2,258 | 0.13% | 0.13% | 285 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 17,497 | 2,241 | 1.29% | 1.29% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | No change | 17,405 | 2,229 | 0.39% | 0.39% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 17,338 | 2,220 | 0.2% | 0.2% | 288 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pacific Asset Management, LLC | History | No change | 17,294 | 2,214 | 1.09% | 1.09% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evanson Financial, LLC | History | No change | 17,212 | 2,204 | 0.11% | 0.11% | 290 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Frankly Finances, LLC | History | No change | 16,964 | 2,172 | 1.72% | 1.72% | 291 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CGN Advisors LLC | History | No change | 16,665 | 2,134 | 0.16% | 0.16% | 292 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 16,609 | 2,127 | 0.14% | 0.14% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 16,442 | 2,106 | 1.03% | 0.97% | 294 | +191 | 1.18% | Q3 2026 | Oct 08, 2026 |
| Brown Financial Advisors | History | No change | 16,348 | 2,093 | 0.73% | 0.73% | 295 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 16,034 | 2,053 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAM GROUP, INC. | History | No change | 15,450 | 1,978 | 0.98% | 0.98% | 297 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Advisory Services Network, LLC | History | No change | 15,426 | 1,975 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Platform Wealth Management, LLC | History | No change | 15,279 | 1,956 | 0.72% | 0.72% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| R2 Capital Strategies, LLC | History | No change | 15,262 | 1,954 | 0.89% | 0.89% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |