BlackRock ETF Trust - BAI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 57,566,650 | 3,034,911 | 0.72% | 0.72% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 26,585,056 | 1,401,564 | 0.31% | 0.31% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 15,932,165 | 809,831 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 14,150,853 | 746,032 | 5.54% | 5.54% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 10,200,979 | 537,795 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 9,213,447 | 485,649 | 0.1% | 0.1% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,660,357 | 351,133 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,160,767 | 324,795 | 0.66% | 0.66% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 5,319,125 | 280,424 | 1.75% | 1.75% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 5,311,398 | 280,016 | 3.33% | 3.33% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,280,812 | 278,404 | 4.28% | 4.28% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,183,823 | 273,291 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 5,116,022 | 269,716 | 0.25% | 0.25% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,637,181 | 244,472 | 1.17% | 1.17% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,331,839 | 228,374 | 0.12% | 0.12% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,089,344 | 162,870 | 0.32% | 0.32% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,934,791 | 154,722 | 0.46% | 0.46% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,881,912 | 151,934 | 0.19% | 0.19% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SOFI WEALTH, LLC | History | No change | 2,635,605 | 138,949 | 5.59% | 5.59% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,547,345 | 134,296 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 2,406,212 | 126,855 | 2.01% | 2.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,346,711 | 123,718 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 2,249,238 | 118,579 | 0.72% | 0.72% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,202,045 | 116,091 | 0.98% | 0.98% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,163,848 | 114,078 | 1.17% | 1.17% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abundance Wealth Counselors | History | No change | 1,939,405 | 102,245 | 6.64% | 6.64% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | No change | 1,922,376 | 101,347 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,861,364 | 98,131 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,817,689 | 95,828 | 0.64% | 0.64% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,734,778 | 91,479 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JB Capital LLC | History | No change | 1,651,778 | 87,081 | 3.01% | 3.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 1,516,660 | 79,958 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,502,184 | 79,195 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Destination Wealth Management | History | No change | 1,464,996 | 77,234 | 1.8% | 1.8% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,393,229 | 73,077 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 1,384,319 | 72,981 | 2.65% | 2.65% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,353,121 | 71,336 | 0.33% | 0.33% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,320,642 | 69,624 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,275,000 | 67,163 | 0.37% | 0.37% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 991,220 | 52,257 | 1.23% | 1.23% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 939,162 | 49,512 | 2.44% | 2.44% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 874,028 | 46,078 | 0.3% | 0.3% | 42 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Vise Technologies, Inc. | History | No change | 870,180 | 45,875 | 0.52% | 0.52% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 823,838 | 43,432 | 0.2% | 0.2% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 822,877 | 43,382 | 0.26% | 0.26% | 45 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ascent Group, LLC | History | No change | 806,289 | 42,507 | 1.27% | 1.27% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | No change | 727,504 | 38,353 | 0.38% | 0.38% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 720,220 | 37,969 | 0.81% | 0.81% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 708,465 | 37,350 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 708,263 | 37,339 | 1.17% | 1.17% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 703,937 | 37,112 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 695,064 | 36,643 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 682,952 | 36,005 | 3.58% | 3.58% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 678,726 | 35,782 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 677,611 | 35,723 | 1.35% | 1.35% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 647,452 | 34,133 | 0.29% | 0.29% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 641,195 | 33,803 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 639,824 | 33,731 | 3.72% | 3.72% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bensler, LLC | History | No change | 632,671 | 33,354 | 2.95% | 2.95% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 625,253 | 32,963 | 0.71% | 0.71% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 624,494 | 32,923 | 0.31% | 0.31% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parcion Private Wealth LLC | History | No change | 622,079 | 32,795 | 1.82% | 1.82% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shepherd Financial Partners LLC | History | No change | 618,705 | 32,618 | 2.68% | 2.68% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wharton Business Group, LLC | History | No change | 598,286 | 31,542 | 1.05% | 1.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 592,488 | 31,235 | 1.88% | 1.88% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 514,468 | 27,122 | 2.36% | 2.36% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Triad Wealth Partners, LLC | History | No change | 626,347 | 26,788 | 1.58% | 1.58% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 507,975 | 26,780 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 498,577 | 26,284 | 0.43% | 0.43% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Scarborough Advisors, LLC | History | No change | 531,057 | 25,991 | 2.98% | 2.98% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 487,559 | 25,704 | 0.31% | 0.31% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 483,113 | 25,469 | 0.13% | 0.13% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharkey, Howes & Javer | History | No change | 473,398 | 24,957 | 3.01% | 3.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MA Private Wealth | History | No change | 468,378 | 24,692 | 3.68% | 3.68% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 460,368 | 24,385 | 0.1% | 0.1% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 458,867 | 24,191 | 2.82% | 2.82% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| West Wealth Group, LLC | History | No change | 451,582 | 23,807 | 3.89% | 3.89% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 445,504 | 23,486 | 0.24% | 0.24% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | No change | 437,840 | 23,082 | 0.25% | 0.25% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Greater Midwest Financial Group, LLC | History | No change | 410,397 | 21,636 | 10.79% | 10.79% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trek Financial, LLC | History | No change | 405,645 | 21,385 | 1.06% | 1.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 397,817 | 20,972 | 1.39% | 1.39% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 397,268 | 20,943 | 0.18% | 0.18% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 391,169 | 20,622 | 4.76% | 4.76% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 387,287 | 20,417 | 0.31% | 0.31% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stone House Investment Management, LLC | History | No change | 386,933 | 20,399 | 2.71% | 2.71% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TSFG, LLC | History | No change | 384,247 | 20,257 | 2.55% | 2.55% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keystone Financial Group | History | No change | 377,921 | 19,923 | 1.18% | 1.18% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 364,081 | 19,194 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 382,368 | 18,926 | 2.49% | 2.49% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KWB Wealth | History | No change | 357,164 | 18,829 | 1.61% | 1.61% | 91 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 355,654 | 18,750 | 0.22% | 0.22% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 341,560 | 18,007 | 1.73% | 1.73% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 337,302 | 17,782 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SteelPeak Wealth, LLC | History | No change | 335,401 | 17,682 | 0.46% | 0.46% | 95 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Analysts, LLC | History | No change | 328,627 | 17,325 | 0.4% | 0.4% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PAX Financial Group, LLC | History | No change | 326,469 | 17,211 | 2.56% | 2.56% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 353,805 | 16,628 | 1.11% | 1.11% | 98 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EQ LLC | History | No change | 312,275 | 16,463 | 4.04% | 4.04% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 308,224 | 16,249 | 1.36% | 1.36% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 307,265 | 16,199 | 2.06% | 2.06% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 305,913 | 16,127 | 1.93% | 1.93% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Security Financial Services, INC. | History | No change | 301,712 | 15,906 | 2.21% | 2.21% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Detalus Advisors, LLC | History | No change | 301,030 | 15,870 | 3.09% | 3.09% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NorthRock Partners, LLC | History | No change | 297,104 | 15,663 | 0.23% | 0.23% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Edge Capital, LLC | History | No change | 289,873 | 15,282 | 1.84% | 1.84% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 288,998 | 15,235 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 288,610 | 15,215 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 286,945 | 15,127 | 4.74% | 4.74% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strategic Blueprint, LLC | History | No change | 283,852 | 14,964 | 0.75% | 0.75% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 281,972 | 14,865 | 0.17% | 0.17% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 310,029 | 14,630 | 0.1% | 0.13% | 112 | -6,166 | -1.95% | Q3 2026 | Oct 08, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 275,657 | 14,536 | 1.47% | 1.47% | 113 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 271,272 | 14,301 | 1.3% | 1.3% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCMORGAN & CO LLC | History | No change | 268,644 | 14,162 | 2.13% | 2.13% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kelly Financial Services LLC | History | No change | 268,572 | 14,159 | 3.03% | 3.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Embree Financial Group | History | No change | 264,731 | 13,956 | 1.4% | 1.4% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 261,414 | 13,781 | 3.12% | 3.12% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| One Wealth Advisors, LLC | History | No change | 260,734 | 13,745 | 1.52% | 1.52% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 260,353 | 13,725 | 0.26% | 0.26% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 258,723 | 13,639 | 7.79% | 7.79% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 252,580 | 13,316 | 5.88% | 5.88% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 270,562 | 13,290 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Services | History | No change | 248,027 | 13,075 | 3.37% | 3.37% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 239,665 | 12,635 | 0.75% | 0.75% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 238,544 | 12,576 | 0.13% | 0.13% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 235,240 | 12,401 | 3.52% | 3.52% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 234,379 | 12,356 | 5.02% | 5.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kilter Group LLC | History | No change | 227,170 | 11,976 | 4.34% | 4.34% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Storen Legacy Partners, LLC | History | No change | 226,766 | 11,955 | 3.26% | 3.26% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cypress Wealth Services, LLC | History | No change | 223,091 | 11,761 | 1.44% | 1.44% | 131 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 219,874 | 11,591 | 0.32% | 0.32% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 217,958 | 11,490 | 1.05% | 1.05% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avid Wealth Partners LLC | History | No change | 214,928 | 11,330 | 5.49% | 5.49% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 213,884 | 11,275 | 0.12% | 0.12% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HEMMING& WEALTH MANAGEMENT, INC. | History | No change | 212,817 | 11,219 | 6.83% | 6.83% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Management, LLC | History | No change | 211,985 | 11,175 | 3.82% | 3.82% | 137 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ONE Advisory Partners, LLC | History | No change | 209,669 | 11,053 | 3.01% | 3.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 208,852 | 11,010 | 3.46% | 3.46% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SWMG, LLC | History | No change | 230,059 | 10,732 | 2.53% | 2.53% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Financial Group LLC | History | No change | 203,565 | 10,731 | 1.21% | 1.21% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rothschild Wealth LLC | History | No change | 203,415 | 10,724 | 0.86% | 0.86% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 202,869 | 10,695 | 2.41% | 2.41% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stokes Family Office, LLC | History | No change | 197,710 | 10,423 | 1.22% | 1.22% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regal Investment Advisors LLC | History | No change | 197,643 | 10,419 | 0.54% | 0.54% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 197,056 | 10,388 | 0.62% | 0.62% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 217,012 | 10,353 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | No change | 194,981 | 10,279 | 0.11% | 0.11% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plancorp, LLC | History | No change | 219,427 | 9,966 | 0.24% | 0.24% | 149 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Frisch Financial Group, Inc. | History | No change | 187,848 | 9,903 | 1.7% | 1.7% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 186,844 | 9,850 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EWA, LLC | History | No change | 186,666 | 9,841 | 1.8% | 1.8% | 152 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 185,588 | 9,784 | 2.37% | 2.37% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 209,497 | 9,703 | 0.16% | 0.16% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apeiron RIA LLC | History | Added to | 200,863 | 9,601 | 2.18% | 2.34% | 155 | +27,849 | 16.1% | Q3 2026 | Oct 08, 2026 |
| Able Wealth Management LLC | History | No change | 179,867 | 9,482 | 2.18% | 2.18% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 175,763 | 9,266 | 0.17% | 0.17% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WJ Wealth Management, LLC | History | No change | 174,181 | 9,182 | 3.62% | 3.62% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Apollon Wealth Management, LLC | History | No change | 173,307 | 9,136 | 0.11% | 0.11% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vertex Planning Partners, LLC | History | No change | 171,060 | 9,018 | 1.34% | 1.34% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 167,937 | 8,853 | 2.04% | 2.04% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 210,977 | 8,850 | 0.15% | 0.15% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 210,977 | 8,850 | 0.15% | 0.15% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JT Stratford LLC | History | No change | 167,819 | 8,847 | 0.97% | 0.97% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 165,760 | 8,738 | 0.18% | 0.18% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Landing Point Financial Group, LLC | History | No change | 165,409 | 8,720 | 2.96% | 2.96% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steelhead Wealth Management LLC | History | No change | 164,474 | 8,671 | 3.49% | 3.49% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 163,535 | 8,621 | 0.89% | 0.89% | 168 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 162,989 | 8,592 | 3.53% | 3.53% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 160,344 | 8,453 | 1.89% | 1.89% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 158,184 | 8,339 | 0.75% | 0.75% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 158,068 | 8,333 | 0.2% | 0.2% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invst, LLC | History | No change | 156,337 | 8,242 | 0.8% | 0.8% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 154,143 | 8,126 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 152,978 | 8,065 | 0.95% | 0.95% | 175 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Blue Trust, Inc. | History | No change | 152,995 | 8,065 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TSA Wealth Managment LLC | History | No change | 147,814 | 7,792 | 2.2% | 2.2% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 146,697 | 7,733 | 2.51% | 2.51% | 178 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 142,192 | 7,496 | 0.14% | 0.14% | 179 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 140,257 | 7,394 | 2.1% | 2.1% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 139,883 | 7,374 | 2.1% | 2.1% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 139,683 | 7,364 | 2.35% | 2.35% | 182 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WealthShield Partners, LLC | History | No change | 139,150 | 7,335 | 1.12% | 1.12% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 138,850 | 7,320 | 0.14% | 0.14% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Financial Group LLC | History | No change | 137,765 | 7,262 | 1.99% | 1.99% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Capital Management, LLC | History | No change | 137,458 | 7,246 | 1.06% | 1.06% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 135,112 | 7,123 | 1.61% | 1.61% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 134,090 | 7,069 | 3.98% | 3.98% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | No change | 131,810 | 6,949 | 0.23% | 0.23% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 131,507 | 6,933 | 1.93% | 1.93% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keebeck Wealth Management | History | No change | 130,289 | 6,868 | 0.67% | 0.67% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 144,867 | 6,836 | 0.72% | 0.73% | 192 | +8,168 | 5.98% | Q3 2026 | Oct 05, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 126,871 | 6,688 | 0.58% | 0.58% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 202,464 | 6,671 | 0.83% | 0.83% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Berbice Capital Management LLC | History | No change | 126,228 | 6,654 | 3.44% | 3.44% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Town Capital LLC | History | No change | 126,199 | 6,653 | 4.22% | 4.22% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Peak Wealth Management LLC | History | No change | 126,148 | 6,650 | 4.67% | 4.67% | 197 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integras Partners LLC | History | No change | 125,555 | 6,619 | 3.65% | 3.65% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 125,388 | 6,610 | 1.61% | 1.61% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skyline Advisors, Inc. | History | No change | 123,161 | 6,493 | 2.04% | 2.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hobbs Wealth Management, LLC | History | No change | 122,585 | 6,462 | 5.46% | 5.46% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | No change | 161,569 | 6,422 | 0.48% | 0.48% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 121,741 | 6,418 | 0.85% | 0.85% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 121,383 | 6,399 | 0.13% | 0.13% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cobblestone Asset Management LLC | History | No change | 116,084 | 6,119 | 2.55% | 2.55% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Daviman Financial, LLC | History | No change | 115,889 | 6,109 | 3.37% | 3.37% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| A4 Wealth Advisors LLC | History | No change | 115,680 | 6,098 | 4.04% | 4.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 127,348 | 6,009 | 1.04% | 1.12% | 208 | -3,518 | -2.69% | Q3 2026 | Oct 09, 2026 |
| VestGen Advisors, LLC | History | No change | 113,997 | 6,009 | 0.18% | 0.18% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 111,967 | 5,902 | 0.18% | 0.18% | 210 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Empowered Funds, LLC | History | No change | 111,543 | 5,880 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 110,614 | 5,831 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 110,311 | 5,815 | 1.37% | 1.37% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Maia Wealth LLC | History | No change | 110,016 | 5,800 | 0.85% | 0.85% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 111,497 | 5,564 | 0.27% | 0.27% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 117,149 | 5,528 | 0.14% | 0.15% | 216 | +3,681 | 3.24% | Q3 2026 | Oct 07, 2026 |
| WCG Wealth Advisors LLC | History | No change | 104,274 | 5,497 | 0.13% | 0.13% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 132,710 | 5,486 | 1.31% | 1.31% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 103,328 | 5,447 | 1.53% | 1.53% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | No change | 102,669 | 5,412 | 0.18% | 0.18% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| M1 Capital Management LLC | History | No change | 100,669 | 5,307 | 1.96% | 1.96% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 99,422 | 5,241 | 0.97% | 0.97% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advyzon Investment Management, LLC | History | No change | 97,900 | 5,161 | 0.37% | 0.37% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 97,298 | 5,129 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CORE WEALTH ADVISORS, LLC | History | No change | 97,213 | 5,125 | 3.78% | 3.78% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | No change | 96,462 | 5,085 | 3.45% | 3.45% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 93,827 | 4,946 | 3.17% | 3.17% | 227 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 148,946 | 4,907 | 2.79% | 2.79% | 228 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 93,000 | 4,902 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 92,546 | 4,879 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 89,188 | 4,701 | 0.22% | 0.22% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SWP FINANCIAL LLC | History | No change | 88,631 | 4,672 | 2.16% | 2.16% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 87,776 | 4,627 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 87,103 | 4,592 | 2.36% | 2.36% | 234 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 96,447 | 4,551 | 0.13% | 0.12% | 235 | +16,988 | 21.38% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 85,425 | 4,503 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 85,353 | 4,499 | 0.85% | 0.85% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 84,801 | 4,470 | 2.0% | 2.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 83,711 | 4,413 | 3.74% | 3.74% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Centurion Wealth Management LLC | History | No change | 83,628 | 4,408 | 1.05% | 1.05% | 240 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 83,278 | 4,390 | 0.43% | 0.43% | 241 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 82,900 | 4,370 | 1.09% | 1.09% | 242 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tradition Wealth Management, LLC | History | No change | 82,465 | 4,347 | 0.27% | 0.27% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 82,204 | 4,333 | 0.67% | 0.67% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bedminster, LLC | History | No change | 81,779 | 4,311 | 3.68% | 3.68% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Csenge Advisory Group | History | No change | 81,439 | 4,293 | 0.17% | 0.17% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lantz Financial LLC | History | No change | 81,318 | 4,287 | 0.78% | 0.78% | 247 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Balefire, LLC | History | Added to | 90,577 | 4,274 | 0.67% | 0.48% | 248 | +34,362 | 61.13% | Q3 2026 | Oct 09, 2026 |
| PFG Advisors | History | No change | 79,544 | 4,193 | 0.21% | 0.21% | 249 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 78,515 | 4,139 | 0.65% | 0.65% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Planning Group LLC | History | No change | 90,499 | 4,098 | 0.52% | 0.52% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 77,123 | 4,065 | 0.6% | 0.6% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| United Advisor Group, LLC | History | No change | 76,672 | 4,042 | 0.43% | 0.43% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 75,283 | 3,968 | 0.21% | 0.21% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 73,966 | 3,899 | 2.06% | 2.06% | 255 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 73,453 | 3,872 | 2.16% | 2.16% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 71,603 | 3,774 | 0.23% | 0.23% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 71,230 | 3,755 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 70,182 | 3,699 | 0.37% | 0.37% | 259 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 69,172 | 3,646 | 3.42% | 3.42% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 76,968 | 3,632 | 1.9% | 0.48% | 261 | +65,169 | 552.33% | Q3 2026 | Oct 08, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 68,712 | 3,622 | 1.73% | 1.73% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Wealth Partners, LLC | History | No change | 67,570 | 3,562 | 0.51% | 0.51% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 66,769 | 3,520 | 2.47% | 2.47% | 264 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 65,784 | 3,468 | 1.19% | 1.19% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 65,459 | 3,450 | 2.14% | 2.14% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hyposwiss Advisors SA | History | No change | 64,950 | 3,424 | 3.24% | 3.24% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tyche Wealth Partners LLC | History | No change | 64,680 | 3,409 | 0.48% | 0.48% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 64,656 | 3,408 | 0.92% | 0.92% | 269 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advus Financial Partners, LLC | History | No change | 62,543 | 3,297 | 0.94% | 0.94% | 270 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Redwood Investment Management, LLC | History | No change | 61,488 | 3,242 | 0.32% | 0.32% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Manage LLC | History | No change | 60,963 | 3,213 | 0.33% | 0.33% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 60,588 | 3,194 | 0.83% | 0.83% | 273 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sageworth Trust Co | History | No change | 60,203 | 3,173 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hopwood Nicholas Hunter | History | No change | 59,727 | 3,148 | 0.86% | 0.86% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 73,653 | 3,144 | 1.65% | 1.65% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 59,611 | 3,142 | 2.66% | 2.66% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Quarterback LLC | History | No change | 59,414 | 3,132 | 0.97% | 0.97% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| May Hill Capital, LLC | History | No change | 57,579 | 3,035 | 0.63% | 0.63% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chatterton & Associates Inc. | History | No change | 62,697 | 3,012 | 1.77% | 1.77% | 280 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | No change | 56,884 | 2,998 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 55,411 | 2,921 | 0.79% | 0.79% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bull Harbor Capital LLC | History | No change | 55,245 | 2,912 | 0.57% | 0.57% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NWF Advisory Services Inc. | History | No change | 54,565 | 2,876 | 0.27% | 0.27% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 54,289 | 2,862 | 1.32% | 1.32% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 53,669 | 2,829 | 0.2% | 0.2% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPoint Financial, LLC | History | No change | 53,602 | 2,825 | 2.06% | 2.06% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 52,277 | 2,756 | 0.89% | 0.89% | 288 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 52,073 | 2,745 | 1.56% | 1.56% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THEORY FINANCIAL LLC | History | No change | 51,700 | 2,725 | 0.86% | 0.86% | 290 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 51,051 | 2,691 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 50,748 | 2,675 | 0.1% | 0.1% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 50,623 | 2,668 | 0.09% | 0.09% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 55,989 | 2,642 | 1.4% | 1.66% | 294 | -1,147 | -2.01% | Q3 2026 | Oct 07, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 49,350 | 2,601 | 0.27% | 0.27% | 295 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 48,968 | 2,581 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 47,904 | 2,525 | 1.95% | 1.95% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 47,843 | 2,522 | 0.1% | 0.1% | 298 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WealthTrak Capital Management LLC | History | No change | 47,371 | 2,497 | 1.64% | 1.64% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Armor Investment Advisors, LLC | History | No change | 47,345 | 2,496 | 0.8% | 0.8% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |