BlackRock ETF Trust II - BINC
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.
Showing first 300 of
791 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 29,285,161 | 1,522,413 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,449,908 | 854,995 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 13,128,903 | 687,149 | 5.11% | 5.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,076,101 | 685,209 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 12,956,811 | 675,964 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,305,709 | 643,164 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,909,057 | 518,012 | 0.26% | 0.26% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 9,570,208 | 500,211 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,485,654 | 391,875 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,581,221 | 344,461 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,153,021 | 322,001 | 1.6% | 1.6% | 11 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 5,746,548 | 300,774 | 7.1% | 7.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 4,651,983 | 243,484 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 4,468,082 | 232,863 | 0.21% | 0.21% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 3,264,543 | 170,854 | 2.03% | 2.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 3,164,682 | 165,628 | 2.54% | 2.54% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wharton Business Group, LLC | History | No change | 3,067,790 | 160,568 | 5.37% | 5.37% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,706,682 | 141,667 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 2,652,673 | 138,840 | 0.85% | 0.85% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,512,918 | 131,089 | 0.27% | 0.27% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,355,106 | 123,266 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 2,207,918 | 115,562 | 1.52% | 1.52% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,052,618 | 107,516 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,001,155 | 104,723 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 1,900,000 | 94,734 | 0.42% | 0.42% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,682,656 | 87,723 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 1,623,402 | 84,968 | 0.58% | 0.58% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,527,153 | 79,931 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,490,036 | 77,617 | 0.66% | 0.66% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 1,466,289 | 76,745 | 2.74% | 2.74% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,459,503 | 76,361 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 1,428,988 | 74,793 | 5.48% | 5.48% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,401,838 | 73,372 | 1.42% | 1.42% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 1,424,756 | 72,726 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 1,370,765 | 71,745 | 0.27% | 0.27% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,363,774 | 71,361 | 0.47% | 0.47% | 36 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Americana Partners, LLC | History | No change | 1,349,181 | 70,616 | 1.59% | 1.59% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pacific Sage Partners, LLC | History | No change | 1,297,061 | 67,888 | 9.64% | 9.64% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 1,279,140 | 66,927 | 0.44% | 0.44% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,340,481 | 66,855 | 0.1% | 0.1% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Falcon Wealth Planning | History | No change | 1,272,693 | 66,612 | 4.21% | 4.21% | 41 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,194,296 | 61,823 | 0.3% | 0.3% | 42 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 1,172,487 | 61,367 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 1,117,683 | 58,500 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 1,054,760 | 55,205 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Permanens Capital L.P. | History | No change | 1,103,409 | 55,015 | 5.66% | 5.66% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 996,162 | 52,139 | 0.94% | 0.94% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 924,297 | 48,377 | 0.29% | 0.29% | 48 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Madison Wealth Partners, Inc | History | No change | 909,176 | 47,586 | 6.06% | 6.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisor OS, LLC | History | No change | 907,716 | 47,509 | 3.17% | 3.17% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 903,162 | 47,271 | 5.17% | 5.17% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 896,622 | 46,929 | 3.1% | 3.1% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 858,715 | 44,929 | 0.49% | 0.49% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 817,235 | 42,741 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 780,662 | 40,859 | 0.67% | 0.67% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 778,910 | 40,759 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 770,163 | 40,310 | 0.43% | 0.43% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 754,941 | 39,513 | 9.81% | 9.81% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 750,036 | 39,072 | 0.24% | 0.24% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 743,967 | 38,939 | 0.38% | 0.38% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 731,646 | 37,689 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | No change | 696,324 | 36,445 | 0.56% | 0.56% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 679,070 | 35,542 | 3.97% | 3.97% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 664,837 | 34,797 | 0.61% | 0.61% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 662,377 | 34,626 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 660,897 | 34,532 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Modern Wealth Management, LLC | History | No change | 655,822 | 34,325 | 0.41% | 0.41% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGN Advisors LLC | History | No change | 630,734 | 33,012 | 2.41% | 2.41% | 68 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 608,994 | 31,874 | 0.12% | 0.12% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 55 North Private Wealth, LLC | History | No change | 589,784 | 30,869 | 6.07% | 6.07% | 70 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strong Tower Advisory Services | History | No change | 582,449 | 30,485 | 5.46% | 5.46% | 71 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Compound Planning, Inc. | History | No change | 581,064 | 30,412 | 0.79% | 0.79% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Grantvest Financial Group LLC | History | No change | 574,765 | 30,083 | 17.43% | 17.43% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 568,768 | 29,762 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 549,155 | 28,732 | 0.29% | 0.29% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 546,889 | 28,550 | 0.61% | 0.61% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 545,159 | 28,533 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 544,915 | 28,331 | 0.16% | 0.16% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 519,865 | 27,210 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 517,230 | 27,074 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 508,683 | 26,624 | 6.14% | 6.14% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 509,487 | 26,579 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Members Advisory Group LLC | History | No change | 498,275 | 26,079 | 7.28% | 7.28% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 497,115 | 26,018 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 490,215 | 25,657 | 0.79% | 0.79% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Financial Group LLC | History | No change | 488,882 | 25,588 | 2.88% | 2.88% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Composition Wealth, LLC | History | No change | 478,068 | 25,022 | 0.29% | 0.29% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 471,845 | 24,696 | 2.92% | 2.92% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 465,922 | 24,386 | 0.89% | 0.89% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vivid Wealth Management, LLC | History | No change | 459,378 | 24,043 | 8.46% | 8.46% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kelly Financial Services LLC | History | No change | 464,118 | 24,000 | 5.14% | 5.14% | 91 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Frisch Financial Group, Inc. | History | No change | 445,974 | 23,342 | 4.0% | 4.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 444,414 | 23,260 | 0.22% | 0.22% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 420,581 | 22,013 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 419,563 | 21,959 | 0.13% | 0.13% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 419,337 | 21,948 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Faithward Advisors, LLC | History | No change | 404,716 | 21,182 | 2.59% | 2.59% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 400,118 | 20,942 | 0.22% | 0.22% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 399,422 | 20,844 | 0.45% | 0.45% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 395,708 | 20,711 | 0.73% | 0.73% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 394,630 | 20,654 | 2.35% | 2.35% | 101 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 388,635 | 20,338 | 0.16% | 0.16% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Belpointe Asset Management LLC | History | No change | 387,198 | 20,265 | 0.66% | 0.66% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 377,591 | 19,764 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Wealth Partners, LLC | History | No change | 372,797 | 19,512 | 2.78% | 2.78% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthCoast Asset Management LLC | History | No change | 371,403 | 19,439 | 0.43% | 0.43% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 368,817 | 19,303 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 362,510 | 18,973 | 4.81% | 4.81% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 359,435 | 18,812 | 4.94% | 4.94% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 352,849 | 18,397 | 2.64% | 2.64% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 347,477 | 18,186 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ducere Wealth Management LLC | History | No change | 346,593 | 18,140 | 5.45% | 5.45% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCMORGAN & CO LLC | History | No change | 343,360 | 17,971 | 2.71% | 2.71% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Capital Group | History | No change | 333,556 | 17,458 | 2.09% | 2.09% | 114 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CVA Family Office, LLC | History | No change | 324,856 | 17,002 | 1.54% | 1.54% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 321,846 | 16,844 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 316,149 | 16,547 | 1.24% | 1.24% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 301,000 | 15,754 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 300,872 | 15,645 | 0.26% | 0.26% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | No change | 296,652 | 15,526 | 0.46% | 0.46% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 294,719 | 15,425 | 1.1% | 1.1% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 293,554 | 15,364 | 0.22% | 0.22% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STAR Financial Bank | History | No change | 288,717 | 15,111 | 6.16% | 6.16% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 286,467 | 14,993 | 2.89% | 2.89% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Scarborough Advisors, LLC | History | No change | 284,903 | 14,722 | 1.69% | 1.69% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 278,129 | 14,557 | 1.32% | 1.32% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 272,233 | 14,248 | 3.91% | 3.91% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 271,981 | 14,221 | 0.12% | 0.12% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 267,607 | 14,006 | 4.39% | 4.39% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Storen Legacy Partners, LLC | History | No change | 266,112 | 13,928 | 3.8% | 3.8% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 266,102 | 13,927 | 4.55% | 4.55% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alternative Investment Advisors, LLC. | History | No change | 256,751 | 13,438 | 5.11% | 5.11% | 132 | 0 | 0.0% | Q2 2026 | Aug 31, 2026 |
| Asio Capital, LLC | History | No change | 254,628 | 13,327 | 1.71% | 1.71% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 258,072 | 13,246 | 0.21% | 0.21% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 255,101 | 13,207 | 0.65% | 0.65% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Diversify Advisory Services, LLC | History | No change | 257,188 | 13,089 | 0.22% | 0.22% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 257,188 | 13,089 | 0.22% | 0.22% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Selby Wealth Management, LLC | History | No change | 249,994 | 13,084 | 4.64% | 4.64% | 138 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 245,626 | 12,856 | 0.7% | 0.7% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 249,469 | 12,670 | 2.32% | 2.65% | 140 | -17,892 | -6.69% | Q3 2026 | Oct 01, 2026 |
| WJ Wealth Management, LLC | History | No change | 240,233 | 12,573 | 4.96% | 4.96% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SteelPeak Wealth, LLC | History | No change | 230,430 | 12,060 | 0.31% | 0.31% | 142 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 227,864 | 11,926 | 7.9% | 7.9% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 223,537 | 11,699 | 3.13% | 3.13% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triad Wealth Partners, LLC | History | No change | 226,559 | 11,641 | 0.69% | 0.69% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bay Rivers Group | History | No change | 220,795 | 11,556 | 3.94% | 3.94% | 146 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JT Stratford LLC | History | No change | 220,132 | 11,521 | 1.26% | 1.26% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Capital Management LP | History | No change | 218,332 | 11,427 | 2.6% | 2.6% | 148 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HCR Wealth Advisors | History | No change | 213,952 | 11,198 | 1.0% | 1.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 209,267 | 10,953 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Marest Capital, LLC | History | No change | 209,104 | 10,944 | 5.45% | 5.45% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LHM, INC. | History | No change | 207,384 | 10,854 | 3.7% | 3.7% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 206,637 | 10,815 | 2.16% | 2.16% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vertex Planning Partners, LLC | History | No change | 199,498 | 10,441 | 1.55% | 1.55% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 198,472 | 10,388 | 0.62% | 0.62% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 197,734 | 10,349 | 1.74% | 1.74% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | No change | 196,956 | 10,308 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 193,630 | 10,134 | 2.45% | 2.45% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Royal Harbor Partners, LLC | History | No change | 192,400 | 10,070 | 3.12% | 3.12% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GTS FINANCIAL, LLC | History | No change | 190,589 | 10,070 | 7.34% | 7.34% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 191,881 | 10,043 | 0.12% | 0.12% | 161 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 191,024 | 9,998 | 0.11% | 0.11% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 188,712 | 9,877 | 1.96% | 1.96% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 186,347 | 9,753 | 4.52% | 4.52% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 185,654 | 9,716 | 0.18% | 0.18% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 185,158 | 9,683 | 0.15% | 0.15% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 185,012 | 9,683 | 2.36% | 2.36% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alexis Investment Partners, LLC | History | No change | 183,013 | 9,597 | 5.61% | 5.61% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KWB Wealth | History | No change | 180,459 | 9,445 | 0.81% | 0.81% | 169 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JB Capital LLC | History | No change | 182,833 | 9,358 | 0.32% | 0.32% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 177,153 | 9,272 | 1.08% | 1.08% | 171 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 174,182 | 9,116 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 173,437 | 9,077 | 0.54% | 0.54% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sharkey, Howes & Javer | History | No change | 172,847 | 9,046 | 1.09% | 1.09% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 173,765 | 9,033 | 1.84% | 1.84% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Csenge Advisory Group | History | No change | 167,974 | 8,791 | 0.36% | 0.36% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Trust Co | History | No change | 159,225 | 8,333 | 0.72% | 0.72% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Detalus Advisors, LLC | History | No change | 158,457 | 8,275 | 1.61% | 1.61% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 157,057 | 8,210 | 0.49% | 0.49% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Refined Wealth Management | History | No change | 151,094 | 7,908 | 4.77% | 4.77% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tidemark, LLC | History | No change | 150,538 | 7,879 | 1.77% | 1.77% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Blueprint, LLC | History | No change | 149,040 | 7,786 | 0.39% | 0.39% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 146,538 | 7,630 | 0.12% | 0.12% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| R2 Capital Strategies, LLC | History | No change | 141,469 | 7,404 | 3.35% | 3.35% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 141,159 | 7,401 | 3.85% | 3.85% | 185 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 139,929 | 7,323 | 0.39% | 0.39% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 139,086 | 7,279 | 2.58% | 2.58% | 187 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 144,480 | 7,203 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bauman Advisory Group, LLC | History | No change | 136,941 | 7,167 | 3.79% | 3.79% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 135,438 | 7,088 | 2.13% | 2.13% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 135,766 | 7,056 | 0.64% | 0.64% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 132,518 | 6,936 | 1.09% | 1.09% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 131,962 | 6,906 | 0.68% | 0.68% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 129,949 | 6,801 | 0.16% | 0.16% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 129,870 | 6,797 | 0.08% | 0.08% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 129,112 | 6,757 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 129,010 | 6,752 | 1.16% | 1.16% | 197 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 131,812 | 6,724 | 0.74% | 0.74% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 130,162 | 6,610 | 0.69% | 0.66% | 199 | +6,230 | 5.03% | Q3 2026 | Oct 05, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 124,076 | 6,494 | 2.82% | 2.82% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Autumn Glory Partners, LLC | History | No change | 123,928 | 6,486 | 1.84% | 1.84% | 201 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 123,277 | 6,452 | 0.11% | 0.11% | 202 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Family Manage LLC | History | No change | 123,034 | 6,439 | 0.66% | 0.66% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 122,136 | 6,392 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Landing Point Financial Group, LLC | History | No change | 121,147 | 6,340 | 2.16% | 2.16% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 119,942 | 6,277 | 1.86% | 1.86% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 117,051 | 6,126 | 1.75% | 1.75% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hurley Capital, LLC | History | No change | 116,902 | 6,118 | 3.17% | 3.17% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 122,105 | 6,088 | 0.99% | 0.99% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foundry Financial LLC | History | No change | 116,134 | 6,078 | 2.05% | 2.05% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 114,517 | 5,993 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 114,113 | 5,972 | 0.79% | 0.79% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apeiron RIA LLC | History | No change | 111,905 | 5,873 | 1.51% | 1.51% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Goldstein Advisors, LLC | History | No change | 112,173 | 5,871 | 0.54% | 0.54% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Embree Financial Group | History | No change | 111,538 | 5,837 | 0.58% | 0.58% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 111,396 | 5,830 | 0.27% | 0.27% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Security Financial Services, INC. | History | No change | 110,959 | 5,795 | 0.8% | 0.8% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 110,430 | 5,779 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TABLEAUX LLC | History | No change | 109,961 | 5,755 | 2.42% | 2.42% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 108,788 | 5,693 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 107,970 | 5,651 | 0.11% | 0.11% | 221 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trivium Point Advisory, LLC | History | No change | 106,553 | 5,576 | 0.51% | 0.51% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 105,914 | 5,543 | 2.93% | 2.93% | 223 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stokes Family Office, LLC | History | No change | 103,010 | 5,391 | 0.63% | 0.63% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 101,918 | 5,334 | 0.17% | 0.17% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TritonPoint Partners, LLC | History | No change | 101,179 | 5,295 | 0.44% | 0.44% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bedminster, LLC | History | No change | 100,082 | 5,238 | 4.47% | 4.47% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | No change | 98,232 | 5,141 | 0.1% | 0.1% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 96,255 | 5,038 | 3.63% | 3.63% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WBH ADVISORY INC | History | No change | 95,702 | 5,009 | 0.34% | 0.34% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advus Financial Partners, LLC | History | No change | 94,700 | 4,956 | 1.41% | 1.41% | 231 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Carson Advisory Inc. | History | No change | 94,424 | 4,942 | 2.27% | 2.27% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 94,423 | 4,900 | 1.54% | 1.54% | 233 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Elevated Financial Group LLC | History | No change | 93,463 | 4,891 | 1.34% | 1.34% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ancora Advisors LLC | History | No change | 93,039 | 4,869 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 94,205 | 4,841 | 0.09% | 0.09% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Saxony Capital Management, LLC | History | No change | 95,510 | 4,776 | 2.19% | 2.19% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J. Mark Nickell & Co. | History | No change | 90,734 | 4,749 | 3.79% | 3.79% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 90,479 | 4,735 | 1.54% | 1.54% | 239 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Invst, LLC | History | No change | 90,651 | 4,717 | 0.46% | 0.46% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TSFG, LLC | History | No change | 89,668 | 4,693 | 0.59% | 0.59% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Synergy Investment Management, LLC | History | No change | 89,399 | 4,667 | 1.13% | 1.13% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital Group | History | No change | 88,610 | 4,637 | 0.43% | 0.43% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rothschild Wealth LLC | History | No change | 88,487 | 4,631 | 0.37% | 0.37% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owen LaRue, LLC | History | No change | 85,567 | 4,478 | 1.56% | 1.56% | 245 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | No change | 85,370 | 4,466 | 0.16% | 0.16% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 84,750 | 4,435 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 84,499 | 4,422 | 1.54% | 1.54% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 82,291 | 4,307 | 1.75% | 1.75% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 82,736 | 4,275 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 81,461 | 4,263 | 0.68% | 0.68% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 81,360 | 4,240 | 0.56% | 0.56% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 80,467 | 4,211 | 0.28% | 0.28% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 80,131 | 4,194 | 2.46% | 2.46% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 79,589 | 4,165 | 2.33% | 2.33% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 79,571 | 4,164 | 0.35% | 0.35% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TSA Wealth Managment LLC | History | No change | 79,358 | 4,153 | 1.17% | 1.17% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 79,047 | 4,137 | 0.23% | 0.23% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | No change | 78,778 | 4,123 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 77,002 | 4,030 | 1.15% | 1.15% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | No change | 76,683 | 3,974 | 0.13% | 0.13% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 75,943 | 3,974 | 1.25% | 1.25% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lunt Capital Management, Inc. | History | No change | 75,903 | 3,972 | 1.46% | 1.46% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Peak Wealth Management LLC | History | No change | 75,705 | 3,962 | 2.78% | 2.78% | 264 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mengis Capital Management, Inc. | History | No change | 75,490 | 3,951 | 0.6% | 0.6% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOS Asset Management, LLC | History | No change | 75,399 | 3,946 | 0.92% | 0.92% | 266 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EQ LLC | History | No change | 74,385 | 3,893 | 0.96% | 0.96% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 76,127 | 3,866 | 2.81% | 2.25% | 268 | +22,521 | 42.01% | Q3 2026 | Oct 05, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 74,132 | 3,864 | 3.01% | 3.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 73,521 | 3,848 | 1.32% | 1.32% | 270 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BCGM Wealth Management, LLC | History | No change | 73,294 | 3,836 | 0.81% | 0.81% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | No change | 73,029 | 3,822 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 72,779 | 3,809 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ONE Advisory Partners, LLC | History | No change | 72,213 | 3,779 | 1.03% | 1.03% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| L & S Advisors Inc | History | No change | 71,800 | 3,758 | 0.39% | 0.39% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 70,777 | 3,704 | 0.52% | 0.52% | 276 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sovran Advisors, LLC | History | No change | 70,964 | 3,688 | 0.27% | 0.27% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Wealth, LLC | History | No change | 70,259 | 3,677 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | No change | 69,151 | 3,619 | 0.19% | 0.19% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 68,553 | 3,588 | 0.51% | 0.51% | 280 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 68,393 | 3,565 | 1.83% | 1.83% | 281 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 68,051 | 3,561 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 67,228 | 3,518 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 68,324 | 3,494 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 68,366 | 3,472 | 0.68% | 0.39% | 285 | +33,682 | 97.11% | Q3 2026 | Oct 05, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 66,359 | 3,458 | 0.68% | 0.68% | 286 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 65,508 | 3,428 | 0.07% | 0.07% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 64,752 | 3,375 | 0.23% | 0.23% | 288 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 69,369 | 3,370 | 2.52% | 2.52% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SOFI WEALTH, LLC | History | No change | 64,254 | 3,363 | 0.14% | 0.14% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 64,083 | 3,354 | 0.1% | 0.1% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 63,612 | 3,329 | 1.82% | 1.82% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RMR Capital Management, LLC | History | No change | 62,992 | 3,296 | 2.27% | 2.27% | 293 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 63,055 | 3,290 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 4J Wealth Management LLC | History | No change | 62,820 | 3,287 | 1.61% | 1.61% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 63,125 | 3,270 | 0.32% | 0.32% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Foundry Financial Group, Inc. | History | No change | 61,310 | 3,208 | 1.39% | 1.39% | 297 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | No change | 62,651 | 3,180 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| New Insight Wealth Advisors | History | No change | 60,052 | 3,143 | 0.93% | 0.93% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ArborFi Advisors, LLC | History | No change | 59,881 | 3,134 | 2.27% | 2.27% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |