PIMCO ETF Trust - BOND
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 3,983,835 | 367,349 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,827,606 | 352,943 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,871,675 | 264,797 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,787,919 | 257,073 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,249,290 | 207,407 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 1,843,273 | 169,968 | 0.79% | 0.79% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,839,221 | 169,594 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,835,711 | 169,270 | 1.43% | 1.43% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,796,810 | 165,694 | 0.19% | 0.19% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 1,670,377 | 154,025 | 7.4% | 7.4% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,474,136 | 135,930 | 0.4% | 0.4% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 1,347,216 | 124,226 | 9.57% | 9.57% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 1,332,448 | 122,865 | 0.71% | 0.71% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,293,060 | 119,233 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 1,243,907 | 114,700 | 3.45% | 3.45% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,168,467 | 108,235 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heirloom Wealth Management | History | No change | 1,156,313 | 106,623 | 15.45% | 15.45% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 991,278 | 91,405 | 1.44% | 1.44% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 946,854 | 87,309 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 905,609 | 83,506 | 1.8% | 1.8% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 798,729 | 73,650 | 0.17% | 0.17% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 654,022 | 60,308 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 651,556 | 60,080 | 6.28% | 6.28% | 23 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 639,932 | 59,008 | 11.46% | 11.46% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 639,633 | 58,981 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 602,397 | 55,547 | 0.47% | 0.47% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 583,033 | 53,761 | 5.73% | 5.73% | 27 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 569,047 | 52,471 | 1.91% | 1.91% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 566,667 | 52,252 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 553,056 | 50,997 | 3.12% | 3.12% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 545,883 | 50,335 | 3.25% | 3.25% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 478,289 | 44,103 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 471,968 | 43,520 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 455,902 | 42,038 | 0.66% | 0.66% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Private Trust Co. | History | Added to | 481,440 | 41,880 | 2.29% | 1.69% | 35 | +150,915 | 45.66% | Q3 2026 | Oct 06, 2026 |
| Hudson Capital Management LLC | History | No change | 442,761 | 40,827 | 9.87% | 9.87% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cooper Financial Group | History | No change | 433,100 | 39,936 | 3.31% | 3.31% | 37 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 410,428 | 37,846 | 4.31% | 4.31% | 38 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mariner, LLC | History | No change | 407,558 | 37,580 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 383,537 | 35,365 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 375,064 | 34,584 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Christian Investment Advisors, Inc. | History | No change | 373,981 | 34,484 | 20.33% | 20.33% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 365,565 | 33,833 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 345,148 | 31,826 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'Connor Financial Group LLC | History | No change | 331,895 | 30,604 | 10.82% | 10.82% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 319,915 | 29,499 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Goldstein Advisors, LLC | History | No change | 316,893 | 29,220 | 2.67% | 2.67% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 318,668 | 29,091 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 310,214 | 28,604 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 309,271 | 28,517 | 1.23% | 1.23% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 294,771 | 27,180 | 3.8% | 3.8% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 275,604 | 25,413 | 2.82% | 2.82% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 275,358 | 25,390 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Modern Wealth Management, LLC | History | No change | 273,591 | 25,227 | 0.3% | 0.3% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Southland Equity Partners LLC | History | No change | 270,271 | 24,921 | 4.36% | 4.36% | 55 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stadion Money Management, LLC | History | No change | 269,366 | 24,733 | 2.13% | 2.13% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 266,083 | 24,535 | 3.21% | 3.21% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NOVEM GROUP | History | No change | 245,552 | 22,642 | 2.29% | 2.29% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Berger Financial Group, Inc | History | No change | 239,458 | 22,080 | 1.13% | 1.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 238,153 | 21,960 | 0.35% | 0.35% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 232,879 | 21,473 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 229,015 | 21,117 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 226,821 | 20,915 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 224,828 | 20,731 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crestmont Private Wealth LLC | History | No change | 222,787 | 20,543 | 5.76% | 5.76% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lynch Investment Planning, LLC | History | No change | 210,964 | 19,452 | 14.95% | 14.95% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 206,864 | 19,074 | 0.87% | 0.87% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 205,161 | 18,917 | 0.19% | 0.19% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 204,100 | 18,820 | 0.91% | 0.91% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Atria Investments, Inc | History | No change | 198,667 | 18,319 | 0.18% | 0.18% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 196,718 | 18,139 | 0.34% | 0.34% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 195,617 | 18,037 | 0.17% | 0.17% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Capital Co | History | No change | 190,661 | 17,580 | 2.88% | 2.88% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 179,754 | 16,575 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wayfinding Financial, LLC | History | No change | 178,115 | 16,423 | 6.22% | 6.22% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McGrath & Associates, Inc. | History | No change | 176,003 | 16,229 | 21.14% | 21.14% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nest Investments, LLC | History | No change | 170,171 | 15,691 | 11.92% | 11.92% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 167,343 | 15,431 | 4.75% | 4.75% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bouvel Investment Partners, LLC | History | No change | 163,263 | 15,054 | 3.4% | 3.4% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hopwood Nicholas Hunter | History | No change | 160,276 | 14,779 | 4.05% | 4.05% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 161,457 | 14,758 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 159,697 | 14,725 | 0.81% | 0.81% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 157,929 | 14,562 | 0.19% | 0.19% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 157,391 | 14,512 | 1.72% | 1.72% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KWMG, LLC | History | No change | 157,067 | 14,483 | 1.05% | 1.05% | 85 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PAX Financial Group, LLC | History | No change | 155,402 | 14,329 | 2.13% | 2.13% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Capital Management LLC | History | No change | 153,482 | 14,152 | 1.16% | 1.16% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICUS CAPITAL | History | No change | 145,091 | 13,378 | 0.86% | 0.86% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 151,802 | 13,205 | 3.83% | 3.97% | 89 | +3,423 | 2.31% | Q3 2026 | Oct 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 141,982 | 13,133 | 0.08% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 140,381 | 12,944 | 2.5% | 2.5% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vavra Capital Management, LLC | History | No change | 140,315 | 12,938 | 11.32% | 11.32% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 138,203 | 12,743 | 0.12% | 0.12% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 137,698 | 12,698 | 0.29% | 0.29% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 135,601 | 12,503 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sheridan Capital Management, LLC | History | No change | 135,205 | 12,467 | 6.0% | 6.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 132,988 | 12,262 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 130,793 | 12,060 | 1.9% | 1.9% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Affiance Financial, LLC | History | No change | 126,883 | 11,699 | 1.68% | 1.68% | 99 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 126,871 | 11,698 | 2.27% | 2.27% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 126,136 | 11,639 | 0.32% | 0.32% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 125,252 | 11,549 | 3.09% | 3.09% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GeoWealth Management, LLC | History | No change | 123,642 | 11,401 | 0.36% | 0.36% | 103 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 122,053 | 11,254 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPH & CO | History | No change | 122,003 | 11,249 | 2.85% | 2.85% | 105 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MRA Advisory Group | History | No change | 119,830 | 11,049 | 4.01% | 4.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 119,350 | 11,005 | 0.15% | 0.15% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 117,170 | 10,766 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 115,422 | 10,643 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Linscomb Wealth, Inc. | History | No change | 113,461 | 10,462 | 0.45% | 0.45% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 111,468 | 10,278 | 3.14% | 3.14% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SimpliFi, Inc. | History | No change | 107,883 | 9,947 | 3.93% | 3.93% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset Allocation Strategies LLC | History | No change | 106,841 | 9,851 | 1.52% | 1.52% | 113 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 102,997 | 9,497 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freedom Investment Management, Inc. | History | No change | 102,805 | 9,479 | 2.64% | 2.64% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Destination Wealth Management | History | No change | 101,466 | 9,356 | 0.22% | 0.22% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Investment Management LLC | History | No change | 100,438 | 9,261 | 8.4% | 8.4% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 100,100 | 9,230 | 0.32% | 0.32% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 99,791 | 9,201 | 1.33% | 1.33% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 99,664 | 9,190 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 96,582 | 8,906 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, LLC | History | No change | 93,117 | 8,586 | 0.22% | 0.22% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 86,174 | 7,946 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCS Wealth Management | History | No change | 85,864 | 7,917 | 1.43% | 1.43% | 124 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 85,318 | 7,867 | 2.26% | 2.26% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 84,809 | 7,820 | 0.12% | 0.12% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 82,561 | 7,612 | 2.57% | 2.57% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 82,004 | 7,561 | 0.12% | 0.12% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 81,818 | 7,544 | 3.27% | 3.27% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 80,913 | 7,461 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security Financial Services, INC. | History | No change | 80,918 | 7,461 | 1.04% | 1.04% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 80,025 | 7,379 | 0.39% | 0.39% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 79,481 | 7,362 | 0.39% | 0.39% | 133 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 78,314 | 7,221 | 1.98% | 1.98% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Treasure Coast Financial Planning | History | No change | 78,311 | 7,221 | 3.52% | 3.52% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 77,820 | 7,175 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 77,569 | 7,152 | 0.11% | 0.11% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | No change | 75,357 | 6,948 | 0.27% | 0.27% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 74,135 | 6,836 | 0.33% | 0.33% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 71,174 | 6,562 | 0.28% | 0.28% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 71,064 | 6,552 | 1.1% | 1.1% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BAM Wealth Management, LLC | History | No change | 70,678 | 6,517 | 4.08% | 4.08% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 70,613 | 6,511 | 0.64% | 0.64% | 143 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 69,937 | 6,448 | 2.04% | 2.04% | 144 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 66,962 | 6,174 | 0.13% | 0.13% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 66,491 | 6,131 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Pacifica Partners Inc. | History | No change | 66,778 | 6,130 | 1.85% | 1.85% | 147 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aviance Capital Partners, LLC | History | No change | 64,141 | 5,914 | 0.61% | 0.61% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Selby Wealth Management, LLC | History | No change | 64,045 | 5,905 | 2.09% | 2.09% | 149 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DAVENPORT & Co LLC | History | No change | 63,785 | 5,881 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 63,287 | 5,835 | 0.31% | 0.31% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 62,309 | 5,745 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 62,190 | 5,734 | 0.27% | 0.27% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 61,616 | 5,681 | 4.65% | 4.65% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 61,348 | 5,656 | 0.21% | 0.21% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 60,685 | 5,595 | 4.31% | 4.31% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 59,358 | 5,473 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Slagle Financial, LLC | History | No change | 59,299 | 5,467 | 1.64% | 1.64% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 59,160 | 5,353 | 0.56% | 0.56% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 57,389 | 5,291 | 2.72% | 2.72% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 56,622 | 5,221 | 2.57% | 2.57% | 161 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Lunt Capital Management, Inc. | History | No change | 56,198 | 5,182 | 1.9% | 1.9% | 162 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 55,028 | 5,074 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Freedom Financial Partners LLC | History | No change | 54,963 | 5,068 | 1.65% | 1.65% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Colonial River Investments, LLC | History | No change | 54,537 | 5,028 | 1.43% | 1.43% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | No change | 54,104 | 4,988 | 10.64% | 10.64% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Denver PWM, LLC | History | No change | 54,023 | 4,895 | 1.6% | 1.6% | 167 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OneAscent Financial Services LLC | History | No change | 53,012 | 4,888 | 0.23% | 0.23% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | No change | 53,007 | 4,887 | 0.2% | 0.2% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advus Financial Partners, LLC | History | No change | 52,994 | 4,886 | 1.39% | 1.39% | 170 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 52,522 | 4,843 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Syverson Strege & Co | History | No change | 51,574 | 4,755 | 1.04% | 1.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 51,549 | 4,753 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 51,160 | 4,717 | 2.75% | 2.75% | 174 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 50,862 | 4,689 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 50,432 | 4,650 | 0.09% | 0.09% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trek Financial, LLC | History | No change | 48,667 | 4,487 | 0.22% | 0.22% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | No change | 48,590 | 4,480 | 0.3% | 0.3% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 48,568 | 4,478 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SlateStone Wealth, LLC | History | No change | 47,592 | 4,388 | 0.34% | 0.34% | 180 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baird Financial Group, Inc. | History | No change | 46,670 | 4,303 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 46,310 | 4,270 | 0.49% | 0.49% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Traction Financial Partners, LLC | History | No change | 46,264 | 4,266 | 2.27% | 2.27% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 46,042 | 4,245 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 46,025 | 4,243 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 43,685 | 4,022 | 0.82% | 0.82% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 42,911 | 3,956 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 42,045 | 3,876 | 0.49% | 0.49% | 188 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 41,648 | 3,840 | 0.94% | 0.94% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 41,507 | 3,827 | 1.04% | 1.04% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vise Technologies, Inc. | History | No change | 41,056 | 3,785 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beckerman Institutional, LLC | History | No change | 40,972 | 3,778 | 1.8% | 1.8% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elyxium Wealth, LLC | History | No change | 40,712 | 3,754 | 0.39% | 0.39% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| L & S Advisors Inc | History | No change | 40,597 | 3,743 | 0.39% | 0.39% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 40,092 | 3,696 | 0.25% | 0.25% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Essential Planning, LLC. | History | No change | 39,884 | 3,677 | 1.04% | 1.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 39,045 | 3,600 | 0.57% | 0.57% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 21 West Wealth Management LLC | History | No change | 38,776 | 3,575 | 3.05% | 3.05% | 198 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fiduciary Alliance LLC | History | No change | 38,515 | 3,551 | 0.24% | 0.24% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Composition Wealth, LLC | History | No change | 38,473 | 3,547 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avondale Wealth Management | History | No change | 38,267 | 3,528 | 1.44% | 1.44% | 201 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PFG Advisors | History | No change | 37,827 | 3,488 | 0.18% | 0.18% | 202 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 37,187 | 3,429 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 37,020 | 3,413 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 36,850 | 3,397 | 1.29% | 1.29% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 36,798 | 3,393 | 0.33% | 0.33% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | No change | 36,339 | 3,350 | 0.11% | 0.11% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 35,849 | 3,305 | 0.16% | 0.16% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | No change | 35,759 | 3,297 | 2.59% | 2.59% | 209 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hamilton Wealth, LLC | History | No change | 35,460 | 3,269 | 0.6% | 0.6% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 35,020 | 3,229 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 34,733 | 3,202 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairway Financial, LLC | History | No change | 34,044 | 3,139 | 2.15% | 2.15% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 33,970 | 3,132 | 0.96% | 0.96% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 33,327 | 3,073 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Womack Financial LLC | History | No change | 32,775 | 3,022 | 2.0% | 2.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 32,523 | 3,001 | 2.14% | 2.14% | 217 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 32,635 | 2,990 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maia Wealth LLC | History | No change | 32,370 | 2,984 | 0.44% | 0.44% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 32,298 | 2,978 | 1.38% | 1.38% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | No change | 31,015 | 2,859 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 30,377 | 2,801 | 1.46% | 1.46% | 222 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 30,148 | 2,779 | 0.87% | 0.87% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 28,593 | 2,634 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 28,150 | 2,595 | 0.42% | 0.42% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 28,005 | 2,582 | 2.11% | 2.11% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avior Wealth Management, LLC | History | No change | 27,393 | 2,525 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 27,025 | 2,492 | 0.69% | 0.69% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | No change | 26,976 | 2,487 | 0.12% | 0.12% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First PREMIER Bank | History | No change | 26,760 | 2,467 | 0.4% | 0.4% | 230 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITIGROUP INC | History | No change | 26,618 | 2,454 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Advisors LLC | History | No change | 26,166 | 2,412 | 0.53% | 0.53% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 26,634 | 2,410 | 0.49% | 0.49% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Insight Wealth Partners, LLC | History | No change | 26,129 | 2,409 | 0.32% | 0.32% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 26,104 | 2,407 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | No change | 25,666 | 2,366 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 25,396 | 2,341 | 0.14% | 0.14% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 24,986 | 2,303 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 24,366 | 2,246 | 0.15% | 0.15% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Financial, LLC | History | No change | 23,890 | 2,202 | 0.26% | 0.26% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | No change | 23,746 | 2,190 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Flaharty Asset Management, LLC | History | No change | 23,676 | 2,173 | 3.11% | 3.11% | 242 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Boomfish Wealth Group, LLC | History | No change | 23,455 | 2,162 | 0.98% | 0.98% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 23,313 | 2,149 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 23,127 | 2,132 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCF Advisors LLC | History | No change | 22,800 | 2,102 | 0.08% | 0.08% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Menard Financial Group LLC | History | No change | 22,649 | 2,088 | 1.14% | 1.14% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 22,609 | 2,084 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 21,910 | 2,020 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | No change | 21,200 | 1,954 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 21,167 | 1,951 | 0.1% | 0.1% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 20,992 | 1,935 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Patten Group, Inc. | History | No change | 20,929 | 1,929 | 0.3% | 0.3% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 19,194 | 1,769 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Plancorp, LLC | History | No change | 18,870 | 1,715 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ascent Group, LLC | History | No change | 18,312 | 1,688 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 17,952 | 1,655 | 0.08% | 0.08% | 257 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 17,497 | 1,613 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 17,432 | 1,607 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 17,402 | 1,604 | 0.13% | 0.13% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 17,205 | 1,586 | 0.42% | 0.42% | 261 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lionsbridge Wealth Management LLC | History | No change | 17,074 | 1,574 | 1.54% | 1.54% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waterfront Wealth Inc. | History | No change | 17,206 | 1,570 | 0.24% | 0.24% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRB Wealth Management, LLC | History | No change | 16,877 | 1,556 | 0.21% | 0.21% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Delta Investment Management, LLC | History | No change | 16,825 | 1,551 | 0.26% | 0.26% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 16,623 | 1,532 | 0.1% | 0.1% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Asset One Wealth Management LLC | History | No change | 16,325 | 1,492 | 0.16% | 0.16% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 16,073 | 1,482 | 0.15% | 0.15% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 15,941 | 1,469 | 0.19% | 0.19% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 15,839 | 1,460 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Continuum Advisory, LLC | History | No change | 15,751 | 1,452 | 0.12% | 0.12% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 15,730 | 1,450 | 0.17% | 0.17% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 15,566 | 1,435 | 1.73% | 1.73% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Krilogy Financial LLC | History | No change | 15,161 | 1,397 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 15,040 | 1,386 | 0.55% | 0.55% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Growth Capital LLC | History | No change | 14,164 | 1,306 | 0.99% | 0.99% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fjell Capital, LLC | History | No change | 14,138 | 1,303 | 0.89% | 0.89% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Financial Advisory LLC | History | No change | 13,971 | 1,288 | 0.25% | 0.25% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 13,803 | 1,272 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Opus Financial Solutions LLC | History | No change | 13,782 | 1,270 | 1.02% | 1.02% | 280 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 13,766 | 1,269 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northwest Financial Advisors | History | No change | 13,692 | 1,262 | 0.17% | 0.17% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ramiah Investment Group | History | No change | 13,386 | 1,234 | 0.94% | 0.94% | 283 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 13,364 | 1,232 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 13,349 | 1,230 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,151 | 1,212 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triad Wealth Partners, LLC | History | No change | 13,290 | 1,200 | 0.07% | 0.07% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,616 | 1,163 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 12,542 | 1,156 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 12,516 | 1,154 | 0.15% | 0.15% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 12,462 | 1,149 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 12,453 | 1,148 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 12,370 | 1,140 | 0.11% | 0.11% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MFA Wealth Services | History | No change | 12,148 | 1,120 | 0.67% | 0.67% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PKS Advisory Services, LLC | History | No change | 12,137 | 1,119 | 0.18% | 0.18% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 12,050 | 1,111 | 0.27% | 0.27% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arrowroot Family Office, LLC | History | No change | 11,742 | 1,082 | 0.31% | 0.31% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 11,492 | 1,059 | 0.43% | 0.43% | 298 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 11,450 | 1,055 | 0.31% | 0.31% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 11,214 | 1,033 | 0.39% | 0.39% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |