Innovator ETFs Trust - BALT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,758,023 | 94,517 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,713,137 | 92,978 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthquest Corp | History | No change | 2,542,279 | 87,123 | 5.5% | 5.5% | 3 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | No change | 2,392,686 | 81,997 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,939,719 | 66,474 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 1,770,275 | 60,667 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,385,648 | 47,486 | 0.58% | 0.58% | 7 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 1,382,990 | 47,395 | 0.49% | 0.49% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,236,763 | 42,383 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Reliant Wealth Planning | History | No change | 1,037,015 | 35,538 | 9.77% | 9.77% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | No change | 1,005,902 | 34,472 | 0.35% | 0.35% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crown Wealth Group, LLC | History | No change | 978,870 | 33,545 | 8.54% | 8.54% | 12 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Compass Advisory Group LLC | History | No change | 910,105 | 31,189 | 7.41% | 7.41% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 897,952 | 30,772 | 9.62% | 9.62% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 853,198 | 29,298 | 13.19% | 13.19% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 788,610 | 27,025 | 11.58% | 11.58% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kure Advisory, LLC | History | No change | 741,316 | 25,404 | 12.04% | 12.04% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 716,670 | 24,560 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 669,133 | 22,931 | 1.47% | 1.47% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 651,904 | 22,340 | 0.36% | 0.36% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 620,618 | 21,269 | 0.82% | 0.82% | 21 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 563,980 | 19,327 | 2.79% | 2.79% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | No change | 552,027 | 18,917 | 0.75% | 0.75% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 525,929 | 18,023 | 0.34% | 0.34% | 24 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NBZ Investment Advisors LLC | History | No change | 490,105 | 16,795 | 6.55% | 6.55% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 474,726 | 16,268 | 2.05% | 2.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRA Financial Services, LLC | History | No change | 455,717 | 15,617 | 1.8% | 1.8% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Marshall Financial Group, LLC | History | No change | 444,697 | 15,239 | 2.22% | 2.22% | 28 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 427,273 | 14,642 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bellars Harris Wealth Management, LLC | History | No change | 426,335 | 14,610 | 2.97% | 2.97% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 423,609 | 14,517 | 0.2% | 0.2% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | No change | 396,460 | 13,586 | 0.68% | 0.68% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 380,663 | 13,045 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 350,216 | 12,001 | 0.66% | 0.66% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATX Financial Planning, LLC | History | No change | 349,729 | 11,985 | 7.93% | 7.93% | 35 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 347,970 | 11,924 | 2.87% | 2.87% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | No change | 334,371 | 11,325 | 0.19% | 0.19% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 328,877 | 11,270 | 2.22% | 2.22% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | No change | 324,994 | 11,137 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 313,952 | 10,759 | 2.76% | 2.76% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 303,972 | 10,417 | 1.52% | 1.52% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CreativeOne Wealth, LLC | History | No change | 302,452 | 10,365 | 0.22% | 0.22% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 297,538 | 10,196 | 0.19% | 0.19% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 292,992 | 10,040 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 285,262 | 9,775 | 4.04% | 4.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 278,800 | 9,554 | 0.37% | 0.37% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 276,044 | 9,460 | 1.36% | 1.36% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | No change | 272,564 | 9,340 | 5.15% | 5.15% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ankerstar Wealth, LLC | History | No change | 272,566 | 9,340 | 7.83% | 7.83% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carter Financial Group, INC. | History | No change | 241,453 | 8,274 | 4.29% | 4.29% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 240,974 | 8,258 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Triad Wealth Partners, LLC | History | No change | 231,224 | 7,986 | 0.47% | 0.47% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rochester Wealth Strategies, LLC | History | No change | 219,349 | 7,517 | 4.16% | 4.16% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 218,927 | 7,502 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 211,835 | 7,259 | 0.36% | 0.36% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 206,369 | 7,072 | 0.13% | 0.13% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 204,663 | 7,013 | 0.23% | 0.23% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jacobi Capital Management LLC | History | No change | 204,568 | 7,010 | 0.34% | 0.34% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sovran Advisors, LLC | History | No change | 203,553 | 6,992 | 0.52% | 0.52% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 199,224 | 6,854 | 0.85% | 0.85% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 189,254 | 6,485 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | No change | 187,215 | 6,415 | 0.16% | 0.16% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 185,015 | 6,340 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Holos Integrated Wealth LLC | History | No change | 183,682 | 6,305 | 2.94% | 2.94% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 183,630 | 6,293 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 180,271 | 6,177 | 0.38% | 0.38% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 166,069 | 5,691 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 165,391 | 5,667 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 160,987 | 5,517 | 0.62% | 0.62% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 157,663 | 5,403 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 155,832 | 5,340 | 1.19% | 1.19% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 154,010 | 5,277 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RHL GROUP, LLC | History | No change | 154,203 | 5,242 | 4.36% | 4.36% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Code Waechter LLC | History | No change | 152,786 | 5,235 | 2.71% | 2.71% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 149,717 | 5,130 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trek Financial, LLC | History | No change | 142,339 | 4,877 | 0.24% | 0.24% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 140,591 | 4,818 | 3.22% | 3.22% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 136,483 | 4,677 | 0.43% | 0.43% | 78 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WINNACLE WEALTH LLC | History | No change | 131,994 | 4,523 | 3.08% | 3.08% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 129,533 | 4,439 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 129,280 | 4,430 | 2.05% | 2.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Designs Corp | History | No change | 124,615 | 4,270 | 2.29% | 2.29% | 82 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 121,444 | 4,163 | 0.87% | 0.87% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 120,638 | 4,134 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 119,446 | 4,093 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pachira Investments Inc. | History | No change | 112,569 | 3,857 | 1.46% | 1.46% | 86 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 112,486 | 3,854 | 1.02% | 1.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Applied Capital LLC | History | No change | 111,316 | 3,814 | 1.23% | 1.23% | 88 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAVENPORT & Co LLC | History | No change | 110,583 | 3,789 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 108,016 | 3,701 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Heartland Consultants, Inc. | History | No change | 106,050 | 3,634 | 0.24% | 0.24% | 91 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 105,587 | 3,618 | 0.57% | 0.57% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triton Financial Group Inc | History | No change | 105,274 | 3,607 | 2.08% | 2.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Family Office Research LLC | History | No change | 101,982 | 3,494 | 1.31% | 1.31% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 101,900 | 3,492 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 100,457 | 3,442 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 99,043 | 3,394 | 0.35% | 0.35% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | No change | 98,814 | 3,386 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 98,390 | 3,371 | 0.19% | 0.19% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | No change | 98,097 | 3,361 | 2.26% | 2.26% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 97,133 | 3,328 | 0.91% | 0.91% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | No change | 96,848 | 3,318 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 95,898 | 3,286 | 0.1% | 0.1% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 91,974 | 3,151 | 2.41% | 2.41% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stratos Investment Management, LLC | History | No change | 89,475 | 3,066 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | No change | 88,540 | 3,034 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Financial Network, Inc. | History | No change | 88,416 | 3,030 | 0.09% | 0.09% | 107 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VICUS CAPITAL | History | No change | 87,253 | 2,990 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 86,900 | 2,978 | 0.66% | 0.66% | 109 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CGN Advisors LLC | History | No change | 82,886 | 2,840 | 0.21% | 0.21% | 110 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SFMG, LLC | History | No change | 82,776 | 2,836 | 0.17% | 0.17% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 80,024 | 2,742 | 0.25% | 0.25% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Csenge Advisory Group | History | No change | 74,845 | 2,564 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BIP Wealth, LLC | History | No change | 73,144 | 2,506 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 71,902 | 2,464 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Triumph Capital Management | History | No change | 65,919 | 2,259 | 0.41% | 0.41% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 65,588 | 2,247 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GWN SECURITIES INC. | History | No change | 65,390 | 2,240 | 0.37% | 0.37% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookwood Investment Group LLC | History | No change | 61,889 | 2,120 | 0.24% | 0.24% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | No change | 61,635 | 2,112 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradition Wealth Management, LLC | History | No change | 60,711 | 2,080 | 0.13% | 0.13% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 59,570 | 2,041 | 1.09% | 1.09% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chris Bulman Inc | History | No change | 58,807 | 2,015 | 0.74% | 0.74% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Encompass More Asset Management | History | No change | 56,158 | 1,924 | 0.28% | 0.28% | 124 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 53,808 | 1,844 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JT Stratford LLC | History | No change | 52,113 | 1,785 | 0.2% | 0.2% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 50,526 | 1,731 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 49,900 | 1,710 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 48,384 | 1,658 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Capital Analysts, LLC | History | No change | 48,331 | 1,656 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 45,575 | 1,561 | 0.86% | 0.86% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 45,020 | 1,542 | 1.31% | 1.31% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 44,300 | 1,518 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 42,958 | 1,477 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cannon Advisors, Inc. | History | No change | 42,879 | 1,475 | 0.9% | 0.9% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Soltis Investment Advisors LLC | History | No change | 42,766 | 1,465 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RiverTree Advisors, LLC | History | No change | 42,557 | 1,458 | 0.86% | 0.86% | 137 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 41,546 | 1,423 | 0.29% | 0.29% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TradeWell Securities, LLC. | History | No change | 39,663 | 1,359 | 0.49% | 0.49% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 39,541 | 1,355 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 38,584 | 1,322 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WPWealth LLP | History | No change | 38,327 | 1,313 | 0.19% | 0.19% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 38,075 | 1,304 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 37,891 | 1,301 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 37,891 | 1,301 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 37,155 | 1,273 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 36,819 | 1,261 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 36,675 | 1,256 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 36,018 | 1,234 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,197 | 1,206 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VIMA LLC | History | No change | 35,149 | 1,204 | 1.17% | 1.17% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 33,417 | 1,145 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 33,321 | 1,141 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | No change | 33,087 | 1,133 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | No change | 31,581 | 1,082 | 0.84% | 0.84% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 31,493 | 1,079 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 31,407 | 1,076 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 31,304 | 1,072 | 0.24% | 0.24% | 158 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 31,034 | 1,063 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BCS Wealth Management | History | No change | 30,701 | 1,052 | 0.19% | 0.19% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Blue Trust, Inc. | History | No change | 30,176 | 1,034 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Simplicity Wealth,LLC | History | No change | 29,449 | 1,009 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TopTier Wealth Management, LLC | History | No change | 29,462 | 1,009 | 0.61% | 0.61% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sonoma Allocations LLC | History | No change | 28,986 | 994 | 0.31% | 0.31% | 164 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RED REEF ADVISORS LLC | History | No change | 28,709 | 983 | 0.91% | 0.91% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SYKON CAPITAL LLC | History | No change | 28,337 | 971 | 0.3% | 0.3% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Claro Advisors Inc. | History | No change | 27,837 | 953 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 27,812 | 953 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 27,777 | 951 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Madison Wealth Partners, Inc | History | No change | 27,462 | 941 | 0.12% | 0.12% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 27,011 | 925 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 26,593 | 911 | 0.18% | 0.18% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Somerset Trust Co | History | No change | 26,043 | 892 | 0.25% | 0.25% | 173 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Vantage Point Financial LLC | History | No change | 24,672 | 845 | 0.26% | 0.26% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Management | History | No change | 23,838 | 816 | 0.86% | 0.86% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Palumbo Wealth Management LLC | History | No change | 23,099 | 791 | 0.17% | 0.17% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 23,035 | 789 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 23,034 | 789 | 0.58% | 0.58% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 22,958 | 786 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Wealth, LLC | History | No change | 22,493 | 770 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequent Planning LLC | History | No change | 22,306 | 764 | 0.16% | 0.16% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 21,824 | 747 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 21,788 | 746 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 21,655 | 742 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 21,007 | 719 | 0.14% | 0.14% | 185 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 20,930 | 717 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 20,839 | 714 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GTS FINANCIAL, LLC | History | No change | 22,119 | 709 | 0.52% | 0.52% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 20,577 | 705 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor OS, LLC | History | No change | 20,381 | 698 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 20,196 | 692 | 0.27% | 0.27% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advyzon Investment Management, LLC | History | No change | 19,891 | 681 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Financial Group LLC | History | No change | 18,832 | 645 | 0.18% | 0.18% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 18,508 | 634 | 0.47% | 0.47% | 194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | No change | 18,162 | 622 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 18,075 | 619 | 0.44% | 0.44% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 17,918 | 614 | 0.16% | 0.16% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Disciplined Investments, LLC | History | No change | 17,784 | 609 | 0.2% | 0.2% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 17,423 | 597 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 17,230 | 590 | 0.09% | 0.09% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SYON CAPITAL LLC | History | No change | 17,074 | 585 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 16,660 | 570 | 0.18% | 0.18% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maia Wealth LLC | History | No change | 16,462 | 564 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CFO4Life Group, LLC | History | No change | 16,315 | 559 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Worth Asset Management, LLC | History | No change | 16,336 | 559 | 0.18% | 0.18% | 205 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| City Center Advisors, LLC | History | No change | 16,080 | 551 | 0.45% | 0.45% | 206 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Fortune Financial Group, Inc. | History | No change | 15,966 | 547 | 0.43% | 0.43% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Wealth Partners, LLC | History | No change | 15,005 | 514 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 14,907 | 510 | 0.22% | 0.22% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 14,739 | 505 | 0.22% | 0.22% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apriem Advisors | History | No change | 14,617 | 500 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 13,757 | 471 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 13,500 | 462 | 0.3% | 0.3% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ACT Advisors, LLC. | History | No change | 13,388 | 458 | 0.15% | 0.15% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Virtue Capital Management, LLC | History | No change | 13,313 | 456 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.B. Root & Company, LLC | History | No change | 12,909 | 442 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 12,841 | 440 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 12,713 | 435 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vise Technologies, Inc. | History | No change | 12,459 | 426 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Management Partners, LLC | History | No change | 12,379 | 424 | 0.1% | 0.1% | 220 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quantinno Capital Management LP | History | No change | 12,171 | 417 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 12,000 | 411 | 0.11% | 0.11% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 11,836 | 405 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WorthPointe, LLC | History | No change | 11,672 | 399 | 0.1% | 0.1% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,613 | 397 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MBL Wealth, LLC | History | No change | 11,500 | 394 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COFG Advisors, LLC | History | No change | 11,517 | 394 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balance Wealth Partners LLC | History | No change | 11,363 | 389 | 0.1% | 0.1% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 11,021 | 377 | 0.21% | 0.21% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 10,899 | 373 | 0.38% | 0.38% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 10,734 | 367 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 10,715 | 367 | 0.34% | 0.34% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLVD Private Wealth, LLC | History | No change | 10,645 | 364 | 0.27% | 0.27% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Investment Management, LLC | History | No change | 10,479 | 359 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 10,465 | 358 | 0.11% | 0.11% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWF Advisory Services Inc. | History | No change | 10,358 | 354 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 10,218 | 350 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Advisors Inc. | History | No change | 10,004 | 342 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 9,871 | 338 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 9,557 | 327 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 9,439 | 323 | 0.1% | 0.1% | 241 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Accurate Wealth Management, LLC | History | No change | 9,364 | 322 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 9,354 | 320 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9,308 | 318 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 9,224 | 316 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | No change | 8,871 | 304 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 8,720 | 298 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 8,676 | 297 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'Connor Financial Group LLC | History | No change | 8,634 | 295 | 0.1% | 0.1% | 249 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 8,385 | 287 | 0.12% | 0.12% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,353 | 286 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 8,272 | 283 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,246 | 282 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 8,210 | 281 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vawter Financial, Ltd. | History | No change | 8,171 | 280 | 0.11% | 0.11% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Curran Financial Partners, LLC | History | No change | 7,831 | 268 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 7,433 | 254 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 7,185 | 246 | 0.07% | 0.07% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,150 | 245 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GeoWealth Management, LLC | History | No change | 7,112 | 243 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 4J Wealth Management LLC | History | No change | 7,036 | 241 | 0.12% | 0.12% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FC Advisory LLC | History | Added to | 6,757 | 236 | 0.06% | 0.06% | 262 | +570 | 9.21% | Q3 2026 | Oct 05, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 6,909 | 236 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Southland Equity Partners LLC | History | No change | 6,907 | 236 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 6,644 | 227 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 6,390 | 218 | 0.14% | 0.14% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | No change | 6,336 | 217 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 6,103 | 209 | 0.09% | 0.09% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 5,873 | 201 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 5,500 | 188 | 0.13% | 0.13% | 270 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,450 | 186 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 5,229 | 179 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 5,198 | 177 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,700 | 161 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,850 | 131 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 3,751 | 128 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,729 | 127 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 3,654 | 125 | 0.1% | 0.1% | 278 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TrustBank | History | No change | 3,435 | 117 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,000 | 102 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,800 | 95 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,508 | 85 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Caitlin John, LLC | History | No change | 1,849 | 63 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS Group AG | History | No change | 1,500 | 51 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 1,192 | 40 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,000 | 34 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GGM Financial LLC | History | No change | 1,014 | 34 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Benson Wealth Management INC | History | No change | 923 | 31 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 532 | 18 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 390 | 13 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 194 | 7 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 136 | 4 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Investment Management | History | No change | 132 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 58 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 40 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,250 | -100.0% | Q3 2026 | Oct 01, 2026 |