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 | Added to | 465,447 | 40,489 | 3.22% | 3.31% | 37 | +32,347 | 7.47% | Q3 2026 | Oct 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 464,481 | 40,405 | 4.52% | 4.31% | 38 | +54,053 | 13.17% | Q3 2026 | Oct 08, 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 |
| Farther Finance Advisors, LLC | History | Added to | 209,458 | 18,220 | 0.13% | 0.07% | 71 | +109,794 | 110.16% | Q3 2026 | Oct 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 196,718 | 18,139 | 0.34% | 0.34% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 195,617 | 18,037 | 0.17% | 0.17% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Capital Co | History | No change | 190,661 | 17,580 | 2.88% | 2.88% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MRA Advisory Group | History | Added to | 195,843 | 17,036 | 6.37% | 4.01% | 75 | +76,013 | 63.43% | Q3 2026 | Oct 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 179,754 | 16,575 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wayfinding Financial, LLC | History | No change | 178,115 | 16,423 | 6.22% | 6.22% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McGrath & Associates, Inc. | History | No change | 176,003 | 16,229 | 21.14% | 21.14% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nest Investments, LLC | History | No change | 170,171 | 15,691 | 11.92% | 11.92% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 167,343 | 15,431 | 4.75% | 4.75% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bouvel Investment Partners, LLC | History | No change | 163,263 | 15,054 | 3.4% | 3.4% | 81 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hopwood Nicholas Hunter | History | No change | 160,276 | 14,779 | 4.05% | 4.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 161,457 | 14,758 | 0.16% | 0.16% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KWMG, LLC | History | Added to | 169,327 | 14,729 | 1.06% | 1.05% | 84 | +12,260 | 7.81% | Q3 2026 | Oct 07, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 159,697 | 14,725 | 0.81% | 0.81% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 157,929 | 14,562 | 0.19% | 0.19% | 86 | 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% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PAX Financial Group, LLC | History | No change | 155,402 | 14,329 | 2.13% | 2.13% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Capital Management LLC | History | No change | 153,482 | 14,152 | 1.16% | 1.16% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICUS CAPITAL | History | No change | 145,091 | 13,378 | 0.86% | 0.86% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 151,802 | 13,205 | 3.83% | 3.97% | 91 | +3,423 | 2.31% | Q3 2026 | Oct 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 141,982 | 13,133 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 140,381 | 12,944 | 2.5% | 2.5% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vavra Capital Management, LLC | History | No change | 140,315 | 12,938 | 11.32% | 11.32% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 138,203 | 12,743 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 137,698 | 12,698 | 0.29% | 0.29% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 135,601 | 12,503 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sheridan Capital Management, LLC | History | No change | 135,205 | 12,467 | 6.0% | 6.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 132,988 | 12,262 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 130,793 | 12,060 | 1.9% | 1.9% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPH & CO | History | Added to | 137,499 | 11,961 | 3.05% | 2.85% | 101 | +15,496 | 12.7% | Q3 2026 | Oct 07, 2026 |
| Affiance Financial, LLC | History | No change | 126,883 | 11,699 | 1.68% | 1.68% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 126,871 | 11,698 | 2.27% | 2.27% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 126,136 | 11,639 | 0.32% | 0.32% | 104 | 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% | 105 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GeoWealth Management, LLC | History | No change | 123,642 | 11,401 | 0.36% | 0.36% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 122,053 | 11,254 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 119,350 | 11,005 | 0.15% | 0.15% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 117,170 | 10,766 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 115,422 | 10,643 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Linscomb Wealth, Inc. | History | No change | 113,461 | 10,462 | 0.45% | 0.45% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 111,468 | 10,278 | 3.14% | 3.14% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SimpliFi, Inc. | History | No change | 107,883 | 9,947 | 3.93% | 3.93% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset Allocation Strategies LLC | History | No change | 106,841 | 9,851 | 1.52% | 1.52% | 114 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 102,997 | 9,497 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freedom Investment Management, Inc. | History | No change | 102,805 | 9,479 | 2.64% | 2.64% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Destination Wealth Management | History | No change | 101,466 | 9,356 | 0.22% | 0.22% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Investment Management LLC | History | No change | 100,438 | 9,261 | 8.4% | 8.4% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 100,100 | 9,230 | 0.32% | 0.32% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 99,791 | 9,201 | 1.33% | 1.33% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 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 |
| Spectrum Advisors, Inc. | History | No change | 88,272 | 8,139 | 5.76% | 5.76% | 123 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 86,174 | 7,946 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCS Wealth Management | History | No change | 85,864 | 7,917 | 1.43% | 1.43% | 125 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 85,318 | 7,867 | 2.26% | 2.26% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 84,809 | 7,820 | 0.12% | 0.12% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 82,561 | 7,612 | 2.57% | 2.57% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 82,004 | 7,561 | 0.12% | 0.12% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 81,818 | 7,544 | 3.27% | 3.27% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 80,913 | 7,461 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security Financial Services, INC. | History | No change | 80,918 | 7,461 | 1.04% | 1.04% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 80,025 | 7,379 | 0.39% | 0.39% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 79,481 | 7,362 | 0.39% | 0.39% | 134 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 78,314 | 7,221 | 1.98% | 1.98% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Treasure Coast Financial Planning | History | No change | 78,311 | 7,221 | 3.52% | 3.52% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 77,820 | 7,175 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 77,569 | 7,152 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | No change | 75,357 | 6,948 | 0.27% | 0.27% | 139 | 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% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 71,174 | 6,562 | 0.28% | 0.28% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 71,064 | 6,552 | 1.1% | 1.1% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BAM Wealth Management, LLC | History | No change | 70,678 | 6,517 | 4.08% | 4.08% | 143 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 70,613 | 6,511 | 0.64% | 0.64% | 144 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 69,937 | 6,448 | 2.04% | 2.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 66,962 | 6,174 | 0.13% | 0.13% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 66,491 | 6,131 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Sep 08, 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 |
| Pacifica Partners Inc. | History | Reduced | 66,616 | 5,777 | 1.74% | 1.85% | 152 | -162 | -0.24% | Q3 2026 | Oct 08, 2026 |
| Bank of New York Mellon Corp | History | No change | 62,309 | 5,745 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 62,190 | 5,734 | 0.27% | 0.27% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 61,616 | 5,681 | 4.65% | 4.65% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 61,348 | 5,656 | 0.21% | 0.21% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 60,685 | 5,595 | 4.31% | 4.31% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 59,358 | 5,473 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Slagle Financial, LLC | History | No change | 59,299 | 5,467 | 1.64% | 1.64% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 62,106 | 5,402 | 2.6% | 2.57% | 160 | +5,484 | 9.69% | Q3 2026 | Oct 09, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 59,160 | 5,353 | 0.56% | 0.56% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 57,389 | 5,291 | 2.72% | 2.72% | 162 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lunt Capital Management, Inc. | History | No change | 56,198 | 5,182 | 1.9% | 1.9% | 163 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 55,028 | 5,074 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Freedom Financial Partners LLC | History | No change | 54,963 | 5,068 | 1.65% | 1.65% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Colonial River Investments, LLC | History | No change | 54,537 | 5,028 | 1.43% | 1.43% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | No change | 54,104 | 4,988 | 10.64% | 10.64% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Denver PWM, LLC | History | No change | 54,023 | 4,895 | 1.6% | 1.6% | 168 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OneAscent Financial Services LLC | History | No change | 53,012 | 4,888 | 0.23% | 0.23% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | No change | 53,007 | 4,887 | 0.2% | 0.2% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advus Financial Partners, LLC | History | No change | 52,994 | 4,886 | 1.39% | 1.39% | 171 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 52,522 | 4,843 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Syverson Strege & Co | History | No change | 51,574 | 4,755 | 1.04% | 1.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 51,549 | 4,753 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 51,160 | 4,717 | 2.75% | 2.75% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 50,862 | 4,689 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 50,432 | 4,650 | 0.09% | 0.09% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trek Financial, LLC | History | No change | 48,667 | 4,487 | 0.22% | 0.22% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | No change | 48,590 | 4,480 | 0.3% | 0.3% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 48,568 | 4,478 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SlateStone Wealth, LLC | History | No change | 47,592 | 4,388 | 0.34% | 0.34% | 181 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baird Financial Group, Inc. | History | No change | 46,670 | 4,303 | 0.01% | 0.01% | 182 | 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% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Traction Financial Partners, LLC | History | No change | 46,264 | 4,266 | 2.27% | 2.27% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 46,042 | 4,245 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 46,025 | 4,243 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 43,685 | 4,022 | 0.82% | 0.82% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 42,911 | 3,956 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 42,045 | 3,876 | 0.49% | 0.49% | 189 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 41,648 | 3,840 | 0.94% | 0.94% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 41,507 | 3,827 | 1.04% | 1.04% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vise Technologies, Inc. | History | No change | 41,056 | 3,785 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beckerman Institutional, LLC | History | No change | 40,972 | 3,778 | 1.8% | 1.8% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elyxium Wealth, LLC | History | No change | 40,712 | 3,754 | 0.39% | 0.39% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| L & S Advisors Inc | History | No change | 40,597 | 3,743 | 0.39% | 0.39% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 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 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 37,599 | 3,270 | 0.21% | 0.25% | 210 | -2,493 | -6.22% | Q3 2026 | Oct 08, 2026 |
| Hamilton Wealth, LLC | History | No change | 35,460 | 3,269 | 0.6% | 0.6% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 35,020 | 3,229 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 34,733 | 3,202 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairway Financial, LLC | History | No change | 34,044 | 3,139 | 2.15% | 2.15% | 214 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 33,970 | 3,132 | 0.96% | 0.96% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 33,327 | 3,073 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Womack Financial LLC | History | No change | 32,775 | 3,022 | 2.0% | 2.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 32,523 | 3,001 | 2.14% | 2.14% | 218 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 32,635 | 2,990 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maia Wealth LLC | History | No change | 32,370 | 2,984 | 0.44% | 0.44% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 32,298 | 2,978 | 1.38% | 1.38% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | No change | 31,015 | 2,859 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 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 |
| Emergent Wealth Advisors, LLC | History | Reduced | 30,173 | 2,624 | 1.37% | 1.46% | 225 | -204 | -0.67% | Q3 2026 | Oct 08, 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 |
| Intelligence Driven Advisers, LLC | History | Reduced | 28,133 | 2,447 | 0.42% | 0.42% | 232 | -17 | -0.06% | Q3 2026 | Oct 09, 2026 |
| Strategic Advisors LLC | History | No change | 26,166 | 2,412 | 0.53% | 0.53% | 233 | 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% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Insight Wealth Partners, LLC | History | No change | 26,129 | 2,409 | 0.32% | 0.32% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 26,104 | 2,407 | 0.05% | 0.05% | 236 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | No change | 25,666 | 2,366 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 25,396 | 2,341 | 0.14% | 0.14% | 238 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 24,986 | 2,303 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 24,366 | 2,246 | 0.15% | 0.15% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Financial, LLC | History | No change | 23,890 | 2,202 | 0.26% | 0.26% | 241 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | No change | 23,746 | 2,190 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Flaharty Asset Management, LLC | History | No change | 23,676 | 2,173 | 3.11% | 3.11% | 243 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Boomfish Wealth Group, LLC | History | No change | 23,455 | 2,162 | 0.98% | 0.98% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 23,313 | 2,149 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 23,127 | 2,132 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCF Advisors LLC | History | No change | 22,800 | 2,102 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Menard Financial Group LLC | History | No change | 22,649 | 2,088 | 1.14% | 1.14% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 22,609 | 2,084 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 21,910 | 2,020 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | No change | 21,200 | 1,954 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 21,167 | 1,951 | 0.1% | 0.1% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 20,992 | 1,935 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Patten Group, Inc. | History | No change | 20,929 | 1,929 | 0.3% | 0.3% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 19,194 | 1,769 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Plancorp, LLC | History | No change | 18,870 | 1,715 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ascent Group, LLC | History | No change | 18,312 | 1,688 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 17,952 | 1,655 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 17,497 | 1,613 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 17,432 | 1,607 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 17,402 | 1,604 | 0.13% | 0.13% | 261 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 17,205 | 1,586 | 0.42% | 0.42% | 262 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lionsbridge Wealth Management LLC | History | No change | 17,074 | 1,574 | 1.54% | 1.54% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waterfront Wealth Inc. | History | No change | 17,206 | 1,570 | 0.24% | 0.24% | 264 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRB Wealth Management, LLC | History | No change | 16,877 | 1,556 | 0.21% | 0.21% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Delta Investment Management, LLC | History | No change | 16,825 | 1,551 | 0.26% | 0.26% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 16,623 | 1,532 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Asset One Wealth Management LLC | History | No change | 16,325 | 1,492 | 0.16% | 0.16% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 16,073 | 1,482 | 0.15% | 0.15% | 269 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 15,941 | 1,469 | 0.19% | 0.19% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 15,839 | 1,460 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Continuum Advisory, LLC | History | No change | 15,751 | 1,452 | 0.12% | 0.12% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 15,730 | 1,450 | 0.17% | 0.17% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 15,566 | 1,435 | 1.73% | 1.73% | 274 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Krilogy Financial LLC | History | No change | 15,161 | 1,397 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 15,040 | 1,386 | 0.55% | 0.55% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Growth Capital LLC | History | No change | 14,164 | 1,306 | 0.99% | 0.99% | 277 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fjell Capital, LLC | History | No change | 14,138 | 1,303 | 0.89% | 0.89% | 278 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Financial Advisory LLC | History | No change | 13,971 | 1,288 | 0.25% | 0.25% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 13,803 | 1,272 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Opus Financial Solutions LLC | History | No change | 13,782 | 1,270 | 1.02% | 1.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 13,766 | 1,269 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northwest Financial Advisors | History | No change | 13,692 | 1,262 | 0.17% | 0.17% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ramiah Investment Group | History | No change | 13,386 | 1,234 | 0.94% | 0.94% | 284 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 13,364 | 1,232 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 13,349 | 1,230 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,151 | 1,212 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triad Wealth Partners, LLC | History | No change | 13,290 | 1,200 | 0.07% | 0.07% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,616 | 1,163 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 12,542 | 1,156 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 12,516 | 1,154 | 0.15% | 0.15% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 12,462 | 1,149 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 12,453 | 1,148 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 12,370 | 1,140 | 0.11% | 0.11% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MFA Wealth Services | History | No change | 12,148 | 1,120 | 0.67% | 0.67% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PKS Advisory Services, LLC | History | No change | 12,137 | 1,119 | 0.18% | 0.18% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 12,050 | 1,111 | 0.27% | 0.27% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arrowroot Family Office, LLC | History | No change | 11,742 | 1,082 | 0.31% | 0.31% | 298 | 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% | 299 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 11,450 | 1,055 | 0.31% | 0.31% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 11,214 | 1,033 | 0.39% | 0.39% | 301 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aristides Capital LLC | History | No change | 11,078 | 1,021 | 0.2% | 0.2% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 11,060 | 1,013 | 0.05% | 0.05% | 303 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bellwether Advisors, LLC | History | No change | 10,896 | 1,004 | 0.15% | 0.15% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HCR Wealth Advisors | History | No change | 10,753 | 991 | 0.09% | 0.09% | 305 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,666 | 983 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10,167 | 937 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 10,156 | 936 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 10,147 | 935 | 0.12% | 0.12% | 309 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CFO4Life Group, LLC | History | No change | 9,833 | 906 | 0.12% | 0.12% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 9,766 | 900 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Appalachian Capital Management Ltd | History | No change | 9,747 | 898 | 0.65% | 0.65% | 312 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 9,577 | 883 | 0.64% | 0.64% | 313 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9,399 | 866 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 9,340 | 861 | 0.21% | 0.21% | 315 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9,181 | 846 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 9,180 | 846 | 0.19% | 0.19% | 317 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 9,109 | 840 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,100 | 839 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 8,920 | 822 | 0.53% | 0.53% | 320 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fort Point Capital Partners LLC | History | No change | 8,874 | 818 | 0.06% | 0.06% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,870 | 817 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFG Investments, LLC | History | No change | 8,745 | 806 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 8,382 | 772 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 8,349 | 769 | 0.26% | 0.26% | 325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 8,335 | 768 | 0.83% | 0.83% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 8,285 | 763 | 0.18% | 0.18% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 8,252 | 760 | 0.29% | 0.29% | 328 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,293 | 753 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 8,098 | 746 | 0.48% | 0.48% | 330 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 8,040 | 741 | 0.03% | 0.03% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leisure Capital Management | History | No change | 7,997 | 737 | 0.23% | 0.23% | 332 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 7,978 | 735 | 0.4% | 0.4% | 333 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 7,901 | 728 | 0.04% | 0.04% | 334 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 7,804 | 719 | 0.44% | 0.44% | 335 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NICOLET BANKSHARES INC | History | No change | 7,769 | 716 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 7,756 | 715 | 0.44% | 0.44% | 337 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 7,658 | 706 | 0.05% | 0.05% | 338 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 7,593 | 700 | 0.28% | 0.28% | 339 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Capital Management, LLC | History | No change | 7,589 | 699 | 0.1% | 0.1% | 340 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Belpointe Asset Management LLC | History | No change | 7,564 | 697 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Base Wealth Management LLC | History | No change | 7,548 | 696 | 0.32% | 0.32% | 342 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Management Associates, Inc | History | No change | 7,444 | 686 | 0.14% | 0.14% | 343 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 7,386 | 681 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 7,203 | 664 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 7,623 | 663 | 0.07% | 0.08% | 346 | -202 | -2.58% | Q3 2026 | Oct 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,116 | 656 | 0.04% | 0.04% | 347 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ducere Wealth Management LLC | History | No change | 7,043 | 649 | 0.2% | 0.2% | 348 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Williams & Novak Wealth Management, LLC | History | Reduced | 7,421 | 645 | 0.38% | 0.66% | 349 | -3,395 | -31.39% | Q3 2026 | Oct 09, 2026 |
| American Trust | History | No change | 6,909 | 637 | 0.05% | 0.05% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | No change | 6,889 | 635 | 0.08% | 0.08% | 351 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VestGen Advisors, LLC | History | No change | 6,805 | 627 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 6,757 | 623 | 0.17% | 0.17% | 353 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,716 | 619 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 6,669 | 614 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| World Investment Advisors | History | No change | 6,653 | 613 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 6,595 | 608 | 0.14% | 0.14% | 357 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COFG Advisors, LLC | History | No change | 6,526 | 601 | 0.1% | 0.1% | 358 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 6,503 | 600 | 0.19% | 0.19% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA Investment Group, LLC | History | Added to | 6,767 | 588 | 0.19% | 0.2% | 360 | +71 | 1.06% | Q3 2026 | Oct 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,188 | 570 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management Group, Inc. | History | No change | 6,037 | 556 | 0.08% | 0.08% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 5,988 | 552 | 0.14% | 0.14% | 363 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 5,916 | 545 | 0.17% | 0.17% | 364 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Procyon Advisors, LLC | History | No change | 5,910 | 544 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | No change | 5,793 | 534 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Decker Retirement Planning Inc. | History | No change | 5,752 | 530 | 0.18% | 0.18% | 367 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Winthrop Advisory Group LLC | History | No change | 5,706 | 526 | 0.04% | 0.04% | 368 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | No change | 5,695 | 525 | 0.25% | 0.25% | 369 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 5,687 | 524 | 0.16% | 0.16% | 370 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | No change | 5,683 | 524 | 0.36% | 0.36% | 371 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Thrive Capital Management, LLC | History | No change | 5,676 | 523 | 0.1% | 0.1% | 372 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 5,660 | 521 | 0.09% | 0.09% | 373 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 5,609 | 517 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 5,603 | 516 | 0.08% | 0.08% | 375 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 5,546 | 511 | 0.09% | 0.09% | 376 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 5,437 | 499 | 0.06% | 0.06% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 5,406 | 498 | 0.25% | 0.25% | 378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investment Advisory Group, LLC | History | No change | 5,308 | 489 | 0.11% | 0.11% | 379 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westmount Partners, LLC | History | No change | 5,280 | 486 | 0.11% | 0.11% | 380 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 5,297 | 479 | 0.14% | 0.14% | 381 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 5,134 | 473 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 5,089 | 469 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,076 | 468 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,079 | 468 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5,062 | 466 | 0.06% | 0.06% | 386 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | No change | 5,030 | 463 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,982 | 459 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA Advisors, Inc. | History | No change | 4,948 | 456 | 0.21% | 0.21% | 389 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ACT Advisors, LLC. | History | No change | 4,891 | 450 | 0.15% | 0.15% | 390 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 4,891 | 450 | 0.07% | 0.07% | 391 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | No change | 4,823 | 444 | 0.05% | 0.05% | 392 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4,739 | 437 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hobart Private Capital, LLC | History | No change | 4,659 | 429 | 0.07% | 0.07% | 394 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 4,632 | 427 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,551 | 419 | 0.03% | 0.03% | 396 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 4,501 | 415 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MBL Wealth, LLC | History | No change | 4,422 | 407 | 0.03% | 0.03% | 398 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,404 | 406 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,366 | 402 | 0.03% | 0.03% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 4,200 | 387 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 4,097 | 377 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,050 | 373 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,046 | 373 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 4,229 | 367 | 0.01% | 0.01% | 405 | +1,035 | 32.4% | Q3 2026 | Oct 08, 2026 |
| Wealthspire Retirement, LLC | History | No change | 3,971 | 366 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQ LLC | History | No change | 3,791 | 349 | 0.09% | 0.09% | 407 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 3,765 | 347 | 0.19% | 0.19% | 408 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sigma Planning Corp | History | No change | 3,728 | 343 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 3,722 | 343 | 0.06% | 0.06% | 410 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,727 | 343 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rose Capital Advisors LLC | History | No change | 3,629 | 334 | 0.17% | 0.17% | 412 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 3,600 | 331 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 3,525 | 325 | 0.06% | 0.06% | 414 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,521 | 324 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 3,480 | 320 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 3,477 | 320 | 0.2% | 0.2% | 417 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 3,448 | 317 | 0.07% | 0.07% | 418 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | No change | 3,412 | 314 | 0.06% | 0.06% | 419 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Widmann Financial Services, Inc. | History | No change | 3,380 | 311 | 0.17% | 0.17% | 420 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,256 | 300 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,243 | 299 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 3,444 | 298 | 0.09% | 0.09% | 423 | +216 | 6.69% | Q3 2026 | Oct 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,193 | 294 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Watch Advisors, INC | History | No change | 3,162 | 291 | 0.09% | 0.09% | 425 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 3,111 | 286 | 0.03% | 0.03% | 426 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Artemis Wealth Advisors, LLC | History | No change | 3,105 | 286 | 0.03% | 0.03% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Reduced | 3,253 | 281 | 0.0% | 0.0% | 429 | -52 | -1.57% | Q3 2026 | Oct 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,051 | 281 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 3,001 | 276 | 0.04% | 0.04% | 430 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| XTX Topco Ltd | History | No change | 3,000 | 276 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focused Wealth Management, Inc | History | No change | 2,929 | 270 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 2,893 | 266 | 0.07% | 0.07% | 433 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHOREO, LLC | History | No change | 2,863 | 263 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McAdam, LLC | History | No change | 2,840 | 261 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 2,840 | 261 | 0.1% | 0.1% | 436 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 2,837 | 261 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,824 | 260 | 0.03% | 0.03% | 438 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,805 | 258 | 0.11% | 0.11% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 2,783 | 256 | 0.2% | 0.2% | 440 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 2,770 | 255 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 2,741 | 252 | 0.08% | 0.08% | 442 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 2,712 | 250 | 0.05% | 0.05% | 443 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sincerus Advisory, LLC | History | New | 2,847 | 247 | 0.16% | — | 444 | +2,847 | New | Q3 2026 | Oct 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 2,646 | 243 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 2,546 | 234 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,547 | 234 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Wealth Management LLC | History | No change | 2,533 | 233 | 0.07% | 0.07% | 448 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bison Wealth, LLC | History | No change | 2,515 | 230 | 0.02% | 0.02% | 449 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PCM Encore, LLC | History | No change | 2,502 | 230 | 0.04% | 0.04% | 450 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | No change | 2,475 | 228 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,460 | 226 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IMA Advisory Services, Inc. | History | No change | 2,425 | 223 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 2,388 | 220 | 0.1% | 0.1% | 454 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 2,359 | 217 | 0.05% | 0.05% | 455 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 2,317 | 213 | 0.03% | 0.03% | 456 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,300 | 212 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 2,309 | 212 | 0.04% | 0.04% | 458 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allen Capital Group, LLC | History | No change | 2,238 | 206 | 0.02% | 0.02% | 459 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,227 | 205 | 0.05% | 0.05% | 460 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Round Rock Advisors LLC | History | No change | 2,223 | 204 | 0.03% | 0.03% | 461 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 2,217 | 204 | 0.15% | 0.15% | 462 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 2,206 | 203 | 0.04% | 0.04% | 463 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 2,208 | 203 | 0.08% | 0.08% | 464 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Advisory Services, LLC | History | No change | 2,200 | 202 | 0.14% | 0.14% | 465 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 2,100 | 193 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 2,091 | 192 | 0.03% | 0.03% | 467 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,066 | 190 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Equity Partners, LLC | History | No change | 2,034 | 187 | 0.09% | 0.09% | 469 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | No change | 1,938 | 178 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,912 | 176 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EASTERN BANK | History | Added to | 1,817 | 158 | 0.0% | 0.0% | 472 | +1,767 | 3534.0% | Q3 2026 | Oct 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,645 | 151 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 1,476 | 136 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 1,381 | 127 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Your Advocates Ltd., LLP | History | No change | 1,220 | 112 | 0.03% | 0.03% | 476 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 1,179 | 108 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Co / SC | History | No change | 1,100 | 101 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1,054 | 97 | 0.03% | 0.03% | 479 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Security National Bank | History | No change | 1,013 | 93 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,008 | 92 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,006 | 92 | 0.02% | 0.02% | 482 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 981 | 90 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 917 | 84 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Reduced | 921 | 80 | 0.0% | 0.0% | 485 | -160 | -14.8% | Q3 2026 | Oct 02, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 839 | 77 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 828 | 76 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 812 | 74 | 0.06% | 0.06% | 488 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 819 | 71 | 0.02% | 0.02% | 490 | +10 | 1.24% | Q3 2026 | Oct 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 780 | 71 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Redwood Park Advisors LLC | History | No change | 774 | 71 | 0.05% | 0.05% | 491 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bangor Savings Bank | History | New | 812 | 70 | 0.01% | — | 492 | +812 | New | Q3 2026 | Oct 06, 2026 |
| SYM FINANCIAL Corp | History | No change | 739 | 68 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 732 | 67 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 711 | 65 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bullock Wealth Management Group | History | Added to | 699 | 60 | 0.02% | 0.01% | 497 | +522 | 294.92% | Q3 2026 | Oct 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 657 | 60 | 0.04% | 0.04% | 496 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 641 | 59 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 632 | 58 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 610 | 56 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 582 | 53 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 573 | 52 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Register Financial Advisors LLC | History | No change | 516 | 47 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 500 | 46 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 501 | 45 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ancora Advisors LLC | History | No change | 437 | 40 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 450 | 40 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avion Wealth | History | No change | 428 | 39 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 380 | 34 | 0.02% | 0.02% | 509 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 370 | 32 | 0.0% | 0.0% | 510 | -10 | -2.63% | Q3 2026 | Oct 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 333 | 30 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Independence Bank of Kentucky | History | No change | 325 | 29 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Spire Wealth Management | History | No change | 295 | 27 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 295 | 27 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bogart Wealth, LLC | History | No change | 276 | 25 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingdom Financial Group LLC. | History | No change | 242 | 22 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 249 | 22 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 246 | 22 | 0.02% | 0.02% | 518 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 246 | 22 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 239 | 22 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harborfront Financial Group LLC | History | No change | 229 | 21 | 0.08% | 0.08% | 521 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 225 | 20 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 225 | 20 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 220 | 20 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 198 | 18 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 200 | 18 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Archer Investment Corp | History | No change | 206 | 18 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 164 | 15 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 126 | 12 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 131 | 12 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kroeger Financial Partners | History | No change | 128 | 11 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 107 | 9 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 88 | 8 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Networth Advisors, LLC | History | No change | 81 | 7 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NBH Bank | History | No change | 86 | 7 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 72 | 6 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Crewe Advisors LLC | History | No change | 66 | 6 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Key Capital Management, INC | History | No change | 69 | 6 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 52 | 4 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Caldwell Trust Co | History | No change | 34 | 3 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GS Investments, Inc. | History | No change | 26 | 2 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFSG, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Versant Capital Management, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |