AMERICAN CENTURY ETF TRUST - AVUV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | No change | 21,603,359 | 2,695,234 | 1.58% | 1.58% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 7,864,486 | 981,173 | 0.22% | 0.22% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 6,563,363 | 818,845 | 0.84% | 0.84% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,459,279 | 431,579 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,408,496 | 425,244 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,091,988 | 385,729 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,999,892 | 374,266 | 3.17% | 3.17% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 2,824,089 | 352,333 | 13.4% | 13.4% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truepoint, Inc. | History | No change | 2,653,956 | 331,107 | 6.91% | 6.91% | 9 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,613,184 | 326,020 | 0.17% | 0.17% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,398,665 | 299,257 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,285,615 | 285,153 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,929,481 | 240,722 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 1,801,650 | 224,773 | 1.3% | 1.3% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,607,642 | 200,569 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plancorp, LLC | History | No change | 1,545,016 | 191,535 | 4.67% | 4.67% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,433,034 | 178,785 | 0.17% | 0.17% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 1,388,724 | 173,257 | 7.5% | 7.5% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Unison Advisors LLC | History | No change | 1,335,841 | 166,659 | 11.62% | 11.62% | 19 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,300,542 | 162,286 | 0.19% | 0.19% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evensky & Katz LLC | History | No change | 1,160,062 | 144,729 | 7.47% | 7.47% | 21 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Management Nebraska | History | No change | 1,133,259 | 141,385 | 12.61% | 12.61% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,119,113 | 139,620 | 6.49% | 6.49% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,063,743 | 132,712 | 0.66% | 0.66% | 24 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | No change | 1,060,508 | 132,308 | 0.12% | 0.12% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,034,018 | 129,004 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 1,021,939 | 127,497 | 2.92% | 2.92% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 969,133 | 120,802 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 948,506 | 118,343 | 0.35% | 0.35% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 918,011 | 114,530 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RW Investment Management LLC | History | No change | 902,611 | 112,609 | 9.89% | 9.89% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 889,271 | 110,945 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 864,456 | 107,849 | 2.68% | 2.68% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 749,891 | 93,556 | 5.86% | 5.86% | 34 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | No change | 685,640 | 85,540 | 0.39% | 0.39% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 682,657 | 85,168 | 0.31% | 0.31% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | No change | 667,861 | 83,322 | 4.25% | 4.25% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Foster Group, Inc. | History | Reduced | 681,878 | 80,304 | 2.18% | 2.27% | 38 | -3,879 | -0.57% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 679,855 | 80,066 | 0.56% | 0.61% | 39 | +50,088 | 7.95% | Q3 2026 | Oct 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 631,595 | 78,797 | 7.7% | 7.7% | 40 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 618,166 | 77,122 | 12.3% | 12.3% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | No change | 614,951 | 76,721 | 4.44% | 4.44% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 621,231 | 74,628 | 0.11% | 0.1% | 43 | +154,331 | 33.05% | Q3 2026 | Oct 13, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 597,318 | 74,521 | 6.25% | 6.25% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Meredith Wealth Planning | History | No change | 588,447 | 73,414 | 17.33% | 17.33% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avior Wealth Management, LLC | History | Added to | 609,568 | 71,788 | 1.89% | 1.94% | 46 | +19,318 | 3.27% | Q3 2026 | Oct 13, 2026 |
| Krilogy Financial LLC | History | Added to | 584,456 | 70,099 | 1.91% | 2.12% | 47 | +10,693 | 1.86% | Q3 2026 | Oct 13, 2026 |
| Corient Private Wealth LP | History | No change | 557,425 | 69,544 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 545,956 | 68,113 | 4.08% | 4.08% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 545,414 | 68,045 | 0.33% | 0.33% | 50 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 526,841 | 65,823 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 525,630 | 65,577 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Partners, LLC | History | No change | 508,262 | 63,410 | 29.47% | 29.47% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Burton Enright Welch | History | No change | 507,991 | 63,376 | 7.44% | 7.44% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 507,078 | 63,263 | 10.24% | 10.24% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 497,164 | 62,026 | 3.14% | 3.14% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | No change | 446,377 | 55,690 | 1.18% | 1.18% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 445,593 | 55,592 | 21.36% | 21.36% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 444,573 | 55,464 | 0.81% | 0.81% | 59 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 440,829 | 54,997 | 6.68% | 6.68% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 436,592 | 54,469 | 0.53% | 0.53% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 434,760 | 54,240 | 1.04% | 1.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parcion Private Wealth LLC | History | No change | 434,292 | 54,182 | 3.01% | 3.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marquette Asset Management, LLC | History | Added to | 456,549 | 53,767 | 7.02% | 7.28% | 64 | +1,916 | 0.42% | Q3 2026 | Oct 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 429,436 | 53,576 | 0.8% | 0.8% | 65 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Team Hewins, LLC | History | No change | 411,350 | 51,320 | 14.04% | 14.04% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 3EDGE Asset Management, LP | History | No change | 410,057 | 51,158 | 2.28% | 2.28% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 408,340 | 50,944 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | No change | 397,677 | 49,614 | 0.91% | 0.91% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Partners Group, Inc | History | No change | 390,844 | 48,761 | 4.95% | 4.95% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 385,249 | 48,063 | 3.63% | 3.63% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 384,161 | 47,927 | 0.58% | 0.58% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Three Arch Wealth Management LLC | History | No change | 365,012 | 45,538 | 6.98% | 6.98% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | No change | 363,036 | 45,292 | 0.25% | 0.25% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BWM Planning, LLC | History | No change | 362,254 | 45,194 | 10.48% | 10.48% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 348,339 | 43,459 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenline Partners, LLC | History | No change | 338,946 | 42,286 | 4.3% | 4.3% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 338,462 | 42,226 | 12.58% | 12.58% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glenview Trust Co | History | No change | 337,905 | 42,157 | 0.58% | 0.58% | 79 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Northwest Financial Advisors | History | No change | 328,848 | 41,027 | 5.46% | 5.46% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | No change | 328,545 | 40,989 | 0.15% | 0.15% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 325,361 | 40,592 | 6.03% | 6.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENZI WEALTH | History | No change | 325,220 | 40,353 | 12.78% | 12.78% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 320,844 | 40,028 | 0.76% | 0.76% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bare Financial Services, Inc | History | No change | 315,023 | 39,302 | 9.02% | 9.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 311,684 | 38,885 | 13.0% | 13.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Venturi Wealth Management, LLC | History | No change | 307,011 | 38,302 | 1.48% | 1.48% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 306,724 | 38,266 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Capital Management Investments LLC | History | No change | 302,746 | 37,770 | 8.71% | 8.71% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| High Probability Advisors, LLC | History | No change | 295,565 | 36,874 | 3.94% | 3.94% | 90 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 293,796 | 36,654 | 2.45% | 2.45% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | No change | 288,668 | 36,014 | 17.22% | 17.22% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WMG Financial Advisors, LLC | History | No change | 288,366 | 35,976 | 13.56% | 13.56% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 287,416 | 35,858 | 0.39% | 0.39% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 287,140 | 35,823 | 3.65% | 3.65% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valued Wealth Advisors LLC | History | No change | 284,951 | 35,550 | 12.92% | 12.92% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quent Capital, LLC | History | No change | 281,331 | 35,098 | 2.16% | 2.16% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fonville Wealth Management LLC | History | No change | 277,486 | 34,619 | 5.65% | 5.65% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 275,637 | 34,390 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Falcon Wealth Planning | History | No change | 270,692 | 33,771 | 2.13% | 2.13% | 100 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 269,698 | 33,647 | 1.19% | 1.19% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 278,154 | 33,386 | 4.81% | 5.09% | 102 | -4,696 | -1.66% | Q3 2026 | Oct 08, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 264,812 | 33,038 | 5.72% | 5.72% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DEFINE FINANCIAL, LLC | History | No change | 263,037 | 32,816 | 15.07% | 15.07% | 104 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 261,635 | 32,641 | 0.15% | 0.15% | 105 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 259,185 | 32,335 | 12.35% | 12.35% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | No change | 258,481 | 32,248 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 249,625 | 31,143 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 246,862 | 30,798 | 6.98% | 6.98% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meritas Wealth Management, LLC | History | No change | 246,111 | 30,704 | 11.99% | 11.99% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 239,298 | 29,854 | 3.96% | 3.96% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 238,894 | 29,804 | 4.94% | 4.94% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 233,551 | 29,137 | 6.97% | 6.97% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 232,700 | 29,047 | 0.58% | 0.58% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 231,550 | 28,888 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 231,102 | 28,832 | 3.88% | 3.88% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 225,585 | 28,143 | 4.55% | 4.55% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 224,884 | 28,056 | 2.82% | 2.82% | 118 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Harbor Group, Inc. | History | No change | 224,510 | 28,009 | 3.29% | 3.29% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| &PARTNERS | History | No change | 223,710 | 27,976 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 224,090 | 27,957 | 0.17% | 0.17% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 223,968 | 27,942 | 6.87% | 6.87% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tarbox Family Office, Inc. | History | No change | 222,938 | 27,813 | 3.98% | 3.98% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Architects, LLC | History | No change | 220,640 | 27,527 | 2.17% | 2.17% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 220,331 | 27,488 | 0.23% | 0.23% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 218,595 | 27,271 | 6.41% | 6.41% | 126 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Peirce Capital Management, LLC | History | No change | 216,611 | 27,024 | 9.91% | 9.91% | 127 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JRM Investment Counsel, LLC | History | No change | 215,990 | 26,946 | 6.52% | 6.52% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Drake & Associates, LLC | History | No change | 214,617 | 26,775 | 4.51% | 4.51% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COWA, LLC | History | No change | 214,066 | 26,706 | 6.7% | 6.7% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 212,533 | 26,515 | 0.99% | 0.99% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 212,515 | 26,513 | 3.5% | 3.5% | 132 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 210,495 | 26,261 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 209,010 | 26,076 | 4.5% | 4.5% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 206,450 | 25,756 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 217,613 | 25,628 | 6.51% | 7.14% | 136 | +18,378 | 9.22% | Q3 2026 | Oct 13, 2026 |
| Highland Financial Advisors, LLC | History | No change | 199,471 | 24,885 | 5.47% | 5.47% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 198,515 | 24,766 | 0.28% | 0.28% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST MERCHANTS CORP | History | No change | 197,882 | 24,687 | 0.87% | 0.87% | 139 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 197,200 | 24,602 | 9.58% | 9.58% | 140 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Zhang Financial LLC | History | No change | 196,622 | 24,530 | 0.72% | 0.72% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | No change | 196,475 | 24,512 | 0.25% | 0.25% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 195,616 | 24,405 | 0.15% | 0.15% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Flagstone Financial Management | History | No change | 195,332 | 24,369 | 5.45% | 5.45% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| B&D White Capital Company, LLC | History | No change | 194,744 | 24,296 | 2.42% | 2.42% | 145 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WCG Wealth Advisors LLC | History | No change | 190,859 | 23,811 | 0.56% | 0.56% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 190,592 | 23,778 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 185,857 | 23,187 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 184,679 | 23,040 | 10.76% | 10.76% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Betterment LLC | History | No change | 184,325 | 22,996 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | No change | 184,218 | 22,982 | 3.92% | 3.92% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BFSG, LLC | History | No change | 182,054 | 22,713 | 2.01% | 2.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Certified Advisory Corp | History | No change | 181,759 | 22,676 | 1.83% | 1.83% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 181,132 | 22,598 | 0.65% | 0.65% | 154 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 180,780 | 22,554 | 1.91% | 1.91% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MB Generational Wealth, LLC | History | No change | 178,008 | 22,208 | 10.89% | 10.89% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tidal Investments LLC | History | No change | 174,504 | 21,771 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 173,695 | 21,670 | 0.18% | 0.18% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LIBRA WEALTH LLC | History | No change | 173,101 | 21,596 | 5.52% | 5.52% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 172,874 | 21,567 | 0.71% | 0.71% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 170,148 | 21,227 | 14.17% | 14.17% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ABLE Financial Group, LLC | History | No change | 168,024 | 20,962 | 3.52% | 3.52% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 167,343 | 20,877 | 13.03% | 13.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Peak Asset Management, LLC | History | No change | 167,233 | 20,864 | 3.07% | 3.07% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 165,191 | 20,609 | 2.96% | 2.96% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 164,378 | 20,507 | 2.03% | 2.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Avondale Wealth Management | History | No change | 163,647 | 20,416 | 8.32% | 8.32% | 167 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BetterWealth, LLC | History | No change | 163,569 | 20,406 | 3.61% | 3.61% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wheelhouse Advisory Group LLC | History | No change | 162,813 | 20,312 | 5.73% | 5.73% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 161,159 | 20,106 | 4.26% | 4.26% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WJ Interests, LLC | History | No change | 159,324 | 19,877 | 7.66% | 7.66% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Opus Capital Group, LLC | History | No change | 158,662 | 19,795 | 1.92% | 1.92% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 157,475 | 19,633 | 1.99% | 1.99% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 157,283 | 19,622 | 1.02% | 1.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 155,141 | 19,355 | 2.46% | 2.46% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 154,836 | 19,317 | 0.2% | 0.2% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIRE ADVISORS, LLC | History | No change | 154,747 | 19,306 | 3.14% | 3.14% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wallington Asset Management, LLC | History | No change | 154,671 | 19,296 | 2.37% | 2.37% | 178 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SFG Wealth Management, LLC. | History | No change | 154,039 | 19,217 | 6.91% | 6.91% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 151,814 | 18,940 | 0.91% | 0.91% | 180 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 151,541 | 18,906 | 0.38% | 0.38% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 159,619 | 18,798 | 2.12% | 2.08% | 182 | +18,001 | 12.71% | Q3 2026 | Oct 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 150,051 | 18,703 | 0.61% | 0.61% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 148,410 | 18,515 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 148,246 | 18,495 | 4.83% | 4.83% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 147,927 | 18,455 | 0.12% | 0.12% | 186 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Invariant Investment Management | History | Added to | 153,334 | 18,404 | 10.64% | 10.9% | 187 | +3,238 | 2.16% | Q3 2026 | Oct 08, 2026 |
| Diversify Advisory Services, LLC | History | No change | 143,881 | 18,046 | 0.3% | 0.3% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 143,881 | 18,046 | 0.3% | 0.3% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Compass Ion Advisors, LLC | History | No change | 144,508 | 18,028 | 1.55% | 1.55% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 142,143 | 17,733 | 2.87% | 2.87% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Simplicity Wealth,LLC | History | No change | 142,111 | 17,729 | 0.6% | 0.6% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 141,712 | 17,679 | 2.49% | 2.49% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bucket List Wealth Management, LLC | History | No change | 140,354 | 17,510 | 8.63% | 8.63% | 194 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 140,354 | 17,498 | 1.91% | 1.91% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prism Advisors, Inc. | History | New | 143,316 | 17,216 | 4.32% | — | 196 | +143,316 | New | Q3 2026 | Oct 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 137,785 | 17,190 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NWAM LLC | History | No change | 137,469 | 17,150 | 0.86% | 0.86% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 135,602 | 17,075 | 2.12% | 2.12% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Family Investment Center, Inc. | History | No change | 135,283 | 16,877 | 2.8% | 2.8% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 134,010 | 16,719 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apeiron RIA LLC | History | Added to | 140,180 | 16,695 | 3.79% | 4.39% | 202 | +3,012 | 2.2% | Q3 2026 | Oct 08, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 130,560 | 16,266 | 1.94% | 1.94% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 130,028 | 16,222 | 1.68% | 1.68% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 129,826 | 16,197 | 4.34% | 4.34% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 129,081 | 16,104 | 1.98% | 1.98% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compound Planning, Inc. | History | No change | 128,848 | 16,075 | 0.42% | 0.42% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 128,141 | 15,986 | 7.61% | 7.61% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Platform Wealth Management, LLC | History | No change | 127,675 | 15,928 | 5.83% | 5.83% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 125,315 | 15,634 | 0.74% | 0.74% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trilogy Capital Inc. | History | No change | 125,203 | 15,620 | 0.61% | 0.61% | 211 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Capital Analysts, LLC | History | No change | 125,025 | 15,598 | 0.36% | 0.36% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 124,935 | 15,586 | 6.0% | 6.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 131,467 | 15,482 | 2.63% | 2.83% | 214 | -1,585 | -1.19% | Q3 2026 | Oct 07, 2026 |
| L2 Asset Management, LLC | History | No change | 123,740 | 15,437 | 1.6% | 1.6% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lutz Financial Services LLC | History | No change | 122,961 | 15,340 | 0.93% | 0.93% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 122,946 | 15,338 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 122,855 | 15,327 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 129,664 | 15,270 | 3.15% | 3.3% | 219 | +445 | 0.34% | Q3 2026 | Oct 05, 2026 |
| Midwest Financial Group LLC | History | No change | 122,270 | 15,254 | 5.35% | 5.35% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'Connor Financial Group LLC | History | No change | 121,866 | 15,204 | 5.38% | 5.38% | 221 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 121,517 | 15,160 | 0.41% | 0.41% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argent Advisors, Inc. | History | No change | 121,361 | 15,140 | 3.79% | 3.79% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 120,915 | 15,085 | 1.46% | 1.46% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 120,060 | 14,978 | 2.37% | 2.37% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor OS, LLC | History | No change | 119,280 | 14,881 | 0.99% | 0.99% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 126,132 | 14,854 | 1.47% | 1.53% | 227 | -157 | -0.12% | Q3 2026 | Oct 09, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 118,831 | 14,825 | 0.96% | 0.96% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 118,182 | 14,744 | 0.24% | 0.24% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MONECO ADVISORS, LLC | History | No change | 117,977 | 14,718 | 0.9% | 0.9% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 124,533 | 14,666 | 2.65% | 2.69% | 231 | +3,515 | 2.9% | Q3 2026 | Oct 13, 2026 |
| Burk Holdings LLC | History | No change | 117,087 | 14,607 | 5.4% | 5.4% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 116,734 | 14,563 | 0.88% | 0.88% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 122,560 | 14,433 | 6.78% | 7.51% | 234 | +1,824 | 1.51% | Q3 2026 | Oct 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 115,160 | 14,367 | 0.86% | 0.86% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 121,470 | 14,305 | 5.3% | 5.62% | 236 | +3,101 | 2.62% | Q3 2026 | Oct 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 114,158 | 14,242 | 3.3% | 3.3% | 237 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 113,902 | 14,210 | 7.1% | 7.1% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 113,757 | 14,192 | 1.55% | 1.55% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 113,317 | 14,137 | 1.28% | 1.28% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | Reduced | 117,901 | 14,045 | 0.18% | 0.25% | 241 | -27,240 | -18.77% | Q3 2026 | Oct 08, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 112,496 | 14,035 | 3.47% | 3.47% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMERCE BANK | History | No change | 112,347 | 14,016 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 110,571 | 13,795 | 0.16% | 0.16% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterfront Wealth Inc. | History | No change | 111,127 | 13,763 | 2.13% | 2.13% | 245 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 110,273 | 13,757 | 1.26% | 1.26% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 110,092 | 13,735 | 5.74% | 5.74% | 247 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 109,482 | 13,659 | 4.44% | 4.44% | 248 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 109,213 | 13,625 | 4.18% | 4.18% | 249 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 109,114 | 13,613 | 3.67% | 3.67% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 108,656 | 13,555 | 0.26% | 0.26% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 107,612 | 13,425 | 0.53% | 0.53% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 107,389 | 13,397 | 0.09% | 0.09% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 113,601 | 13,378 | 2.49% | 2.68% | 254 | +233 | 0.21% | Q3 2026 | Oct 13, 2026 |
| Greenwich Wealth Management LLC | History | No change | 107,107 | 13,363 | 0.49% | 0.49% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 107,080 | 13,359 | 10.72% | 10.72% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 107,050 | 13,355 | 0.13% | 0.13% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 104,901 | 13,087 | 4.74% | 4.74% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 110,722 | 13,039 | 0.34% | 0.39% | 259 | -521 | -0.47% | Q3 2026 | Oct 07, 2026 |
| Advisory Services Network, LLC | History | No change | 104,035 | 12,979 | 0.15% | 0.15% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 103,556 | 12,919 | 7.09% | 7.09% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dakota Wealth Management | History | No change | 103,520 | 12,915 | 0.25% | 0.25% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 103,370 | 12,896 | 3.14% | 3.14% | 263 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| True Wealth Design, LLC | History | Added to | 109,008 | 12,837 | 3.02% | 3.16% | 264 | +2,630 | 2.47% | Q3 2026 | Oct 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 100,652 | 12,557 | 0.49% | 0.49% | 265 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 100,202 | 12,501 | 7.81% | 7.81% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wealthfront Advisers LLC | History | No change | 100,036 | 12,480 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 99,752 | 12,445 | 0.23% | 0.23% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 98,398 | 12,276 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 96,689 | 12,062 | 0.09% | 0.09% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 96,685 | 12,062 | 4.57% | 4.57% | 271 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 96,555 | 12,046 | 2.3% | 2.3% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Austin Asset Management Co Inc | History | No change | 96,183 | 11,999 | 1.67% | 1.67% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 101,145 | 11,911 | 2.06% | 2.04% | 274 | +395 | 0.39% | Q3 2026 | Oct 09, 2026 |
| Wedmont Private Capital | History | Added to | 98,800 | 11,868 | 0.28% | 0.33% | 275 | +2,714 | 2.82% | Q3 2026 | Oct 09, 2026 |
| FOSTER & MOTLEY INC | History | No change | 94,547 | 11,796 | 0.54% | 0.54% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beta Wealth Group, Inc. | History | No change | 94,529 | 11,793 | 4.42% | 4.42% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 93,982 | 11,725 | 0.29% | 0.29% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Objectivity Squared, LLC | History | No change | 93,956 | 11,721 | 6.6% | 6.6% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dogwood Wealth Management LLC | History | No change | 93,148 | 11,621 | 4.59% | 4.59% | 280 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SAXON INTERESTS, INC. | History | No change | 91,806 | 11,453 | 3.16% | 3.16% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 91,438 | 11,407 | 4.78% | 4.78% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BSW Wealth Partners | History | No change | 90,770 | 11,324 | 1.26% | 1.26% | 283 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 90,333 | 11,269 | 1.24% | 1.24% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concord Wealth Partners | History | No change | 90,194 | 11,252 | 1.29% | 1.29% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 90,060 | 11,235 | 2.54% | 2.54% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 89,988 | 11,226 | 2.12% | 2.12% | 287 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 89,950 | 11,222 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 89,810 | 11,204 | 3.21% | 3.21% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SkyOak Wealth, LLC | History | No change | 89,676 | 11,187 | 1.83% | 1.83% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mutual Advisors, LLC | History | No change | 89,194 | 11,127 | 0.21% | 0.21% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 88,970 | 11,099 | 0.61% | 0.61% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SPWM Advisors LLC | History | No change | 88,407 | 11,081 | 10.24% | 10.24% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 88,790 | 11,077 | 1.06% | 1.06% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ferguson Johnson Wealth Management Inc | History | No change | 88,162 | 10,999 | 8.02% | 8.02% | 295 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 87,799 | 10,953 | 3.91% | 3.91% | 296 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 87,642 | 10,933 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 87,426 | 10,907 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 86,904 | 10,842 | 1.68% | 1.68% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 86,680 | 10,814 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |