EA Series Trust - BOXX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,383,612 | 162,436 | 0.27% | 0.33% | 1 | -22,605 | -1.61% | Q2 2026 | Jul 15, 2026 |
| Empowered Funds, LLC | History | Reduced | 927,716 | 108,347 | 0.57% | 0.71% | 2 | -31,309 | -3.26% | Q2 2026 | Aug 14, 2026 |
| Cache Advisors, LLC | History | No change | 1,872,926 | 106,612 | 9.04% | 10.18% | 3 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 695,000 | 81,377 | 0.12% | 0.12% | 4 | +93,609 | 15.57% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 570,946 | 66,852 | 0.15% | 0.14% | 5 | +111,711 | 24.33% | Q2 2026 | Jul 27, 2026 |
| True Wealth Design, LLC | History | Reduced | 486,131 | 56,921 | 13.54% | 16.04% | 6 | -10,900 | -2.19% | Q2 2026 | Jul 16, 2026 |
| Mariner, LLC | History | Added to | 455,745 | 53,363 | 0.06% | 0.04% | 7 | +173,020 | 61.2% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 477,132 | 50,825 | 0.05% | 0.05% | 8 | +20,321 | 4.45% | Q2 2026 | Aug 05, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 857,606 | 48,817 | 1.79% | 1.82% | 9 | -45,031 | -4.99% | Q2 2026 | Aug 05, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 356,588 | 41,752 | 13.38% | 17.07% | 10 | -72,098 | -16.82% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 337,125 | 39,473 | 1.81% | 2.31% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 324,822 | 38,033 | 6.7% | 7.47% | 12 | -12,851 | -3.81% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 306,987 | 35,951 | 0.0% | 0.0% | 13 | +299,094 | 3789.36% | Q2 2026 | Aug 12, 2026 |
| Opus Capital Group, LLC | History | Added to | 305,968 | 35,826 | 3.47% | 3.56% | 14 | +21,702 | 7.63% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 296,913 | 34,765 | 0.07% | 0.06% | 15 | +111,061 | 59.76% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 285,189 | 32,221 | 0.04% | 0.0% | 16 | +282,485 | 10446.93% | Q2 2026 | Aug 19, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 273,047 | 31,971 | 6.91% | 7.61% | 17 | -7,535 | -2.69% | Q2 2026 | Jul 08, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 248,506 | 29,097 | 5.52% | 3.64% | 18 | +114,492 | 85.43% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 244,873 | 28,672 | 0.01% | 0.01% | 19 | +139,965 | 133.42% | Q2 2026 | Aug 14, 2026 |
| Bravias Capital Group, LLC | History | Added to | 230,369 | 26,973 | 16.01% | 16.96% | 20 | +7,325 | 3.28% | Q2 2026 | Jul 30, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 227,846 | 26,678 | 1.95% | 2.05% | 21 | +15,835 | 7.47% | Q2 2026 | Jul 17, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 222,040 | 26,112 | 1.75% | 3.44% | 22 | -182,511 | -45.11% | Q2 2026 | Aug 07, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 321,572 | 24,341 | 1.29% | 2.04% | 23 | -90,987 | -22.05% | Q2 2026 | Jul 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 206,411 | 24,168 | 1.63% | 1.81% | 24 | -90 | -0.04% | Q2 2026 | Jul 20, 2026 |
| Avondale Wealth Management | History | Added to | 195,037 | 22,836 | 9.31% | 3.63% | 25 | +131,606 | 207.48% | Q2 2026 | Jul 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 277,298 | 22,019 | 0.03% | 0.02% | 26 | +165,627 | 148.32% | Q2 2026 | Aug 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 186,055 | 21,785 | 1.88% | 2.33% | 27 | -24,572 | -11.67% | Q2 2026 | Aug 12, 2026 |
| Castellan Group | History | Reduced | 174,989 | 20,489 | 2.25% | 2.84% | 28 | -2,492 | -1.4% | Q2 2026 | Jul 23, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 193,957 | 20,276 | 4.3% | 4.54% | 29 | +7,010 | 3.75% | Q2 2026 | Jul 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 344,542 | 19,903 | 1.66% | 1.73% | 30 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 167,468 | 19,608 | 2.32% | 2.57% | 31 | +1,560 | 0.94% | Q2 2026 | Aug 10, 2026 |
| Investment Planning Advisors, Inc. | History | New | 160,622 | 18,807 | 4.36% | — | 32 | +160,622 | New | Q2 2026 | Jul 23, 2026 |
| Client First Investment Management LLC | History | Reduced | 154,198 | 18,055 | 7.61% | 24.6% | 33 | -252,668 | -62.1% | Q2 2026 | Jul 08, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 152,407 | 17,845 | 1.33% | 1.39% | 34 | +7,591 | 5.24% | Q2 2026 | Aug 07, 2026 |
| Optimus Capital Advisors, LLC | History | Added to | 151,391 | 17,726 | 9.52% | 9.72% | 35 | +10,055 | 7.11% | Q2 2026 | Jul 16, 2026 |
| Commerce Advisors, LLC | History | Added to | 148,554 | 17,394 | 9.45% | 9.62% | 36 | +50,149 | 50.96% | Q2 2026 | Aug 04, 2026 |
| Spahn Wealth & Retirement LLC | History | New | 142,919 | 16,734 | 10.77% | — | 37 | +142,919 | New | Q2 2026 | Aug 13, 2026 |
| Well Done, LLC | History | Added to | 141,915 | 16,616 | 2.24% | 2.08% | 38 | +20,395 | 16.78% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 139,132 | 16,290 | 0.89% | 0.69% | 39 | +41,962 | 43.18% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 138,152 | 16,176 | 0.26% | 0.11% | 40 | +77,051 | 126.1% | Q2 2026 | Aug 14, 2026 |
| Allen Capital Group, LLC | History | Added to | 135,833 | 15,904 | 1.29% | 1.37% | 41 | +3,900 | 2.96% | Q2 2026 | Jul 27, 2026 |
| Stillwater Private Wealth, LLC | History | Added to | 123,714 | 14,576 | 9.5% | 11.98% | 42 | +1,928 | 1.58% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 134,336 | 14,035 | 0.11% | 0.13% | 43 | +19,974 | 17.47% | Q2 2026 | Jul 17, 2026 |
| Gradient Investments LLC | History | Added to | 117,052 | 13,705 | 0.19% | 0.16% | 44 | +27,165 | 30.22% | Q2 2026 | Jul 08, 2026 |
| Altiora Financial Group, LLC | History | Added to | 113,970 | 13,344 | 2.1% | 1.82% | 45 | +18,995 | 20.0% | Q2 2026 | Aug 07, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 105,665 | 12,372 | 1.12% | 1.06% | 46 | +19,573 | 22.73% | Q2 2026 | Jul 08, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 104,649 | 12,253 | 1.28% | 0.54% | 47 | +68,342 | 188.23% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 103,165 | 12,079 | 0.15% | 0.15% | 48 | +6,727 | 6.98% | Q2 2026 | Aug 18, 2026 |
| Focus Partners Wealth | History | Added to | 101,064 | 11,833 | 0.01% | 0.0% | 49 | +85,639 | 555.2% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 100,790 | 11,801 | 0.22% | 0.21% | 50 | +14,825 | 17.25% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 100,315 | 11,745 | 0.58% | 0.71% | 51 | -9,365 | -8.54% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 98,917 | 11,582 | 0.25% | 0.28% | 52 | -4,596 | -4.44% | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 98,406 | 11,522 | 0.76% | 1.06% | 53 | -23,079 | -19.0% | Q2 2026 | Aug 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Added to | 97,552 | 11,422 | 5.45% | 6.04% | 54 | +8,592 | 9.66% | Q2 2026 | Jul 24, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 108,484 | 11,169 | 1.42% | 0.46% | 55 | +70,411 | 184.94% | Q2 2026 | Jul 30, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 94,746 | 11,093 | 6.49% | 5.75% | 56 | +13,818 | 17.07% | Q2 2026 | Jul 06, 2026 |
| Innova Wealth Partners | History | Added to | 90,876 | 10,640 | 4.35% | 4.47% | 57 | +9,708 | 11.96% | Q2 2026 | Jul 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 85,693 | 10,033 | 0.07% | 0.07% | 58 | +9,064 | 11.83% | Q2 2026 | Aug 12, 2026 |
| Marex Group Ltd | History | Added to | 85,235 | 9,980 | 0.04% | 0.01% | 59 | +73,635 | 634.78% | Q2 2026 | Aug 14, 2026 |
| Weaver Consulting Group | History | Reduced | 84,762 | 9,924 | 2.03% | 2.63% | 60 | -10,282 | -10.82% | Q2 2026 | Jul 29, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 83,819 | 9,814 | 0.89% | 0.8% | 61 | +14,764 | 21.38% | Q2 2026 | Jul 16, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Reduced | 80,000 | 9,367 | 2.35% | 6.71% | 62 | -10,000 | -11.11% | Q2 2026 | Aug 14, 2026 |
| Aspect Partners, LLC | History | Reduced | 79,443 | 9,301 | 3.47% | 5.57% | 63 | -37,737 | -32.2% | Q2 2026 | Jul 16, 2026 |
| NWAM LLC | History | Added to | 79,155 | 9,268 | 0.46% | 0.48% | 64 | +7,410 | 10.33% | Q2 2026 | Jul 23, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 75,996 | 8,898 | 3.01% | 2.9% | 65 | +9,777 | 14.76% | Q2 2026 | Aug 04, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 75,267 | 8,813 | 2.58% | 2.98% | 66 | -8,846 | -10.52% | Q2 2026 | Jul 09, 2026 |
| Stokes Family Office, LLC | History | Reduced | 73,753 | 8,635 | 1.01% | 1.08% | 67 | -16,425 | -18.21% | Q2 2026 | Aug 11, 2026 |
| Able Wealth Management LLC | History | Reduced | 71,163 | 8,332 | 1.91% | 2.41% | 68 | -6,505 | -8.38% | Q2 2026 | Jul 29, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 69,359 | 8,121 | 3.19% | 3.33% | 69 | +5,640 | 8.85% | Q2 2026 | Aug 14, 2026 |
| Norris Financial Group, LLC | History | Added to | 68,589 | 8,031 | 3.2% | 2.41% | 70 | +5,021 | 7.9% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 72,523 | 7,971 | 0.0% | — | 71 | +72,523 | New | Q2 2026 | Sep 02, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 66,708 | 7,810 | 1.05% | 0.68% | 72 | +29,719 | 80.35% | Q2 2026 | Jul 15, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 66,525 | 7,789 | 0.24% | 0.22% | 73 | +17,273 | 35.07% | Q2 2026 | Aug 07, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 65,868 | 7,712 | 1.47% | 1.1% | 74 | +22,762 | 52.8% | Q2 2026 | Aug 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 65,770 | 7,701 | 0.05% | 0.04% | 75 | +22,005 | 50.28% | Q2 2026 | Sep 08, 2026 |
| OceanIQ Capital, LLC | History | New | 65,276 | 7,689 | 4.65% | — | 76 | +65,276 | New | Q2 2026 | Aug 12, 2026 |
| Quinn Opportunity Partners LLC | History | New | 65,644 | 7,686 | 0.36% | — | 77 | +65,644 | New | Q2 2026 | Aug 14, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | Added to | 63,886 | 7,480 | 5.77% | 5.32% | 78 | +4,840 | 8.2% | Q2 2026 | Aug 13, 2026 |
| Black Swift Group, LLC | History | Added to | 63,700 | 7,458 | 1.08% | 0.77% | 79 | +25,900 | 68.52% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 61,358 | 7,184 | 0.4% | 0.43% | 80 | +2,351 | 3.98% | Q2 2026 | Aug 14, 2026 |
| Invst, LLC | History | Added to | 61,326 | 7,180 | 0.7% | 0.52% | 81 | +21,704 | 54.78% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 61,359 | 7,168 | 0.0% | 0.0% | 82 | +10,708 | 21.14% | Q2 2026 | Sep 23, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | New | 60,288 | 7,059 | 1.72% | — | 83 | +60,288 | New | Q2 2026 | Aug 13, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 59,735 | 6,994 | 4.43% | 3.81% | 84 | +12,130 | 25.48% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 72,840 | 6,974 | 0.03% | 0.03% | 85 | +2,758 | 3.94% | Q2 2026 | Aug 18, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 61,842 | 6,970 | 2.68% | 2.68% | 86 | +3,425 | 5.86% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 59,399 | 6,954 | 0.01% | 0.01% | 87 | -6,845 | -10.33% | Q2 2026 | Jul 29, 2026 |
| Apeiron RIA LLC | History | Reduced | 57,951 | 6,785 | 1.74% | 1.58% | 88 | -808 | -1.38% | Q2 2026 | Jul 16, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 57,519 | 6,734 | 0.86% | 0.72% | 89 | +18,733 | 48.3% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 56,801 | 6,650 | 0.04% | 0.04% | 90 | -2,805 | -4.71% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 56,262 | 6,588 | 0.01% | 0.02% | 91 | +1,587 | 2.9% | Q2 2026 | Aug 05, 2026 |
| Kings Path Partners LLC | History | Added to | 55,758 | 6,528 | 1.74% | 2.0% | 92 | +5,738 | 11.47% | Q2 2026 | Jul 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 54,778 | 6,414 | 0.21% | 0.23% | 93 | -409 | -0.74% | Q2 2026 | Jul 31, 2026 |
| Everest Private Wealth | History | Reduced | 111,578 | 6,351 | 2.37% | 3.93% | 94 | -47,025 | -29.65% | Q2 2026 | Aug 07, 2026 |
| LifeGoal Investments, LLC | History | Added to | 54,112 | 6,335 | 2.9% | 3.14% | 95 | +6,923 | 14.67% | Q2 2026 | Jul 08, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 53,990 | 6,321 | 1.04% | 1.11% | 96 | +1,025 | 1.94% | Q2 2026 | Jul 27, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 53,675 | 6,301 | 0.6% | 0.28% | 97 | +33,580 | 167.11% | Q2 2026 | Jul 14, 2026 |
| Brookstone Capital Management | History | Added to | 53,721 | 6,290 | 0.06% | 0.07% | 98 | +1,660 | 3.19% | Q2 2026 | Jul 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 53,170 | 6,225 | 0.61% | 0.64% | 99 | +2,187 | 4.29% | Q2 2026 | Jul 13, 2026 |
| Astra Wealth Partners LLC | History | Added to | 53,128 | 6,220 | 3.31% | 3.57% | 100 | +1,669 | 3.24% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 52,809 | 6,183 | 0.07% | 0.06% | 101 | +25,291 | 91.91% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 52,605 | 6,159 | 0.01% | 0.0% | 102 | +36,200 | 220.66% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 52,494 | 6,147 | 0.01% | 0.01% | 103 | +10,607 | 25.32% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 51,022 | 5,974 | 0.01% | 0.01% | 104 | +8,705 | 20.57% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 50,392 | 5,900 | 0.05% | 0.08% | 105 | -20,744 | -29.16% | Q2 2026 | Jul 27, 2026 |
| ATLas Financial Planning LLC | History | Added to | 49,922 | 5,845 | 4.74% | 4.64% | 106 | +5,430 | 12.2% | Q2 2026 | Jul 22, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 49,857 | 5,837 | 1.59% | 1.41% | 107 | +11,166 | 28.86% | Q2 2026 | Aug 07, 2026 |
| ENZI WEALTH | History | Added to | 49,447 | 5,806 | 1.84% | 1.72% | 108 | +6,957 | 16.37% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 63,502 | 5,739 | 0.0% | 0.0% | 109 | +5,905 | 10.25% | Q2 2026 | Aug 14, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 70,504 | 5,580 | 0.58% | 0.38% | 110 | +45,620 | 183.33% | Q2 2026 | Jul 09, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 47,192 | 5,525 | 3.34% | 3.24% | 111 | +1,815 | 4.0% | Q2 2026 | Jul 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 46,877 | 5,488 | 0.11% | — | 112 | +46,877 | New | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 45,253 | 5,262 | 0.09% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ledyard National Bank | History | No change | 91,951 | 5,234 | 0.42% | 0.39% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RHS Financial, LLC | History | Reduced | 43,356 | 5,076 | 2.05% | 2.58% | 116 | -3,442 | -7.36% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Added to | 43,358 | 5,076 | 0.01% | 0.01% | 115 | +443 | 1.03% | Q2 2026 | Aug 12, 2026 |
| Wealth Management Nebraska | History | Added to | 42,150 | 4,948 | 0.44% | 0.41% | 117 | +7,495 | 21.63% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 42,048 | 4,923 | 0.02% | 0.02% | 118 | +842 | 2.04% | Q2 2026 | Jul 28, 2026 |
| Chicago Partners Investment Group LLC | History | New | 41,026 | 4,821 | 0.1% | — | 119 | +41,026 | New | Q2 2026 | Jul 29, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 60,338 | 4,742 | 0.9% | 0.8% | 120 | +5,806 | 10.65% | Q2 2026 | Jul 13, 2026 |
| Pearl Planning LLC | History | Reduced | 39,213 | 4,591 | 2.11% | 3.11% | 121 | -10,793 | -21.58% | Q2 2026 | Jul 21, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 37,500 | 4,390 | 0.97% | 0.9% | 122 | +8,675 | 30.1% | Q2 2026 | Jul 24, 2026 |
| JPL Wealth Management, LLC | History | Added to | 55,423 | 4,319 | 0.86% | 0.68% | 123 | +8,982 | 19.34% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 36,659 | 4,292 | 1.45% | 1.65% | 124 | -1,190 | -3.14% | Q2 2026 | Jul 17, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 35,600 | 4,168 | 1.72% | 0.86% | 125 | +15,000 | 72.82% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 35,163 | 4,117 | 0.06% | 0.06% | 126 | +4,082 | 13.13% | Q2 2026 | Jul 15, 2026 |
| Empirical Finance, LLC | History | Added to | 34,302 | 4,016 | 0.17% | 0.11% | 127 | +13,920 | 68.3% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 33,906 | 3,990 | 0.24% | 0.2% | 128 | +11,694 | 52.65% | Q2 2026 | Aug 10, 2026 |
| SVRN Asset Management, LLC | History | Added to | 34,017 | 3,983 | 2.05% | 1.51% | 129 | +20,575 | 153.07% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 33,768 | 3,953 | 0.01% | 0.01% | 130 | -5,200 | -13.34% | Q2 2026 | Aug 13, 2026 |
| Plan Group Financial, LLC | History | Added to | 33,549 | 3,928 | 0.81% | 0.48% | 131 | +15,868 | 89.75% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 40,552 | 3,886 | 0.06% | 0.06% | 132 | +5,075 | 14.31% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 50,206 | 3,798 | 0.12% | 0.1% | 133 | +5,968 | 13.49% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 32,424 | 3,796 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | Reduced | 32,295 | 3,781 | 0.88% | 1.12% | 135 | -578 | -1.76% | Q2 2026 | Jul 13, 2026 |
| Rossby Financial, LCC | History | Added to | 32,130 | 3,762 | 0.69% | 0.58% | 136 | +7,531 | 30.62% | Q2 2026 | Aug 04, 2026 |
| BWM Planning, LLC | History | Added to | 31,588 | 3,698 | 0.86% | 0.94% | 137 | +1,025 | 3.35% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | Added to | 48,953 | 3,595 | 0.0% | 0.0% | 138 | +13,453 | 37.9% | Q2 2026 | Aug 13, 2026 |
| Family CFO Inc | History | No change | 63,129 | 3,593 | 1.38% | 1.38% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valley Financial Group, Inc. | History | Added to | 30,458 | 3,566 | 1.76% | 1.76% | 140 | +2,460 | 8.79% | Q2 2026 | Aug 14, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 30,374 | 3,556 | 0.13% | 0.14% | 141 | -105 | -0.34% | Q2 2026 | Aug 12, 2026 |
| Altium Investment Strategies LLC | History | Added to | 29,670 | 3,483 | 5.02% | 6.3% | 142 | +11,238 | 60.97% | Q2 2026 | Jul 14, 2026 |
| Lansing Street Advisors | History | New | 60,080 | 3,419 | 0.72% | — | 143 | +60,080 | New | Q2 2026 | Jul 24, 2026 |
| Friedenthal Financial | History | Added to | 29,155 | 3,413 | 1.58% | 1.47% | 144 | +3,958 | 15.71% | Q2 2026 | Jul 13, 2026 |
| SFI Advisors, LLC | History | Added to | 29,078 | 3,404 | 2.94% | 2.25% | 145 | +10,668 | 57.95% | Q2 2026 | Jul 27, 2026 |
| GK Wealth Management LLC | History | New | 27,855 | 3,261 | 1.71% | — | 146 | +27,855 | New | Q2 2026 | Jul 07, 2026 |
| &PARTNERS | History | Added to | 27,662 | 3,238 | 0.01% | 0.01% | 147 | +18,091 | 189.02% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 27,584 | 3,229 | 0.15% | — | 148 | +27,584 | New | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Added to | 26,020 | 3,046 | 0.0% | 0.0% | 149 | +8,110 | 45.28% | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 25,579 | 2,995 | 0.17% | 0.22% | 150 | -903 | -3.41% | Q2 2026 | Jul 29, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 24,193 | 2,849 | 1.14% | 1.4% | 151 | -883 | -3.52% | Q2 2026 | Aug 11, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | New | 23,903 | 2,798 | 3.66% | — | 152 | +23,903 | New | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | New | 23,600 | 2,763 | 0.01% | — | 153 | +23,600 | New | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 23,087 | 2,703 | 0.08% | 0.08% | 154 | +1,380 | 6.36% | Q2 2026 | Jul 07, 2026 |
| TORNO CAPITAL, LLC | History | New | 22,880 | 2,679 | 0.08% | — | 155 | +22,880 | New | Q2 2026 | Aug 14, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 22,597 | 2,645 | 1.9% | 2.3% | 156 | -275 | -1.2% | Q2 2026 | Aug 11, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 22,086 | 2,586 | 0.89% | 0.66% | 157 | +8,050 | 57.35% | Q2 2026 | Jul 29, 2026 |
| Focus Financial Network, Inc. | History | Added to | 21,890 | 2,563 | 0.08% | 0.09% | 158 | +859 | 4.08% | Q2 2026 | Jul 09, 2026 |
| Elevated Financial Group LLC | History | Reduced | 21,517 | 2,519 | 0.69% | 0.88% | 159 | -1,742 | -7.49% | Q2 2026 | Jul 22, 2026 |
| Dynamic Financial Group | History | Added to | 21,507 | 2,518 | 1.9% | 1.81% | 160 | +2,510 | 13.21% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | Added to | 21,422 | 2,508 | 0.03% | 0.02% | 161 | +2,517 | 13.31% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,335 | 2,498 | 0.03% | 0.09% | 162 | -44,045 | -67.37% | Q2 2026 | Jul 28, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 21,326 | 2,497 | 1.37% | 1.27% | 163 | +5,447 | 34.3% | Q2 2026 | Jul 24, 2026 |
| BXM Wealth LLC | History | Reduced | 21,090 | 2,469 | 1.34% | 2.55% | 164 | -7,400 | -25.97% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | New | 20,966 | 2,454 | 0.02% | — | 165 | +20,966 | New | Q2 2026 | Aug 10, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 20,579 | 2,409 | 1.81% | 2.66% | 166 | -6,013 | -22.61% | Q2 2026 | Jul 09, 2026 |
| IPG Investment Advisors LLC | History | Added to | 20,460 | 2,395 | 0.34% | 0.06% | 167 | +17,423 | 573.69% | Q2 2026 | Aug 12, 2026 |
| XY Planning Network, Inc. | History | Added to | 20,258 | 2,372 | 0.3% | 0.37% | 168 | +113 | 0.56% | Q2 2026 | Jul 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 20,034 | 2,345 | 0.2% | — | 169 | +20,034 | New | Q2 2026 | Aug 14, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 19,850 | 2,324 | 0.24% | 0.25% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 19,670 | 2,303 | 0.06% | 0.06% | 171 | +1,793 | 10.03% | Q2 2026 | Jul 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 19,601 | 2,295 | 0.01% | 0.02% | 172 | -5,687 | -22.49% | Q2 2026 | Jul 29, 2026 |
| Journey Advisory Group, LLC | History | Added to | 19,577 | 2,292 | 0.18% | 0.08% | 173 | +11,217 | 134.17% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 19,482 | 2,281 | 0.04% | 0.04% | 174 | +1,077 | 5.85% | Q2 2026 | Jul 31, 2026 |
| Morse Asset Management, Inc | History | Added to | 19,393 | 2,270 | 0.38% | 0.38% | 175 | +3,771 | 24.14% | Q2 2026 | Aug 13, 2026 |
| Schiavi & Co LLC | History | No change | 19,374 | 2,268 | 0.6% | 0.67% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,310 | 2,261 | 0.05% | 0.04% | 177 | +5,891 | 43.9% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 18,741 | 2,195 | 0.01% | 0.01% | 178 | +868 | 4.86% | Q2 2026 | Jul 27, 2026 |
| January Capital Advisors LLC | History | No change | 18,709 | 2,190 | 1.83% | 2.93% | 179 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 21,898 | 2,156 | 0.05% | 0.06% | 180 | -5 | -0.02% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 18,403 | 2,154 | 0.04% | 0.03% | 181 | +3,562 | 24.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 30,275 | 2,132 | 0.01% | 0.01% | 182 | -1,358 | -4.29% | Q2 2026 | Aug 12, 2026 |
| Downshift Financial, LLC | History | New | 35,307 | 2,009 | 0.9% | — | 183 | +35,307 | New | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 17,012 | 1,991 | 0.09% | 0.07% | 184 | +5,573 | 48.72% | Q2 2026 | Aug 04, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 16,468 | 1,928 | 0.35% | 0.4% | 185 | +1,295 | 8.53% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 16,325 | 1,911 | 0.02% | 0.02% | 186 | +1,973 | 13.75% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 16,150 | 1,891 | 0.05% | 0.06% | 187 | -1,000 | -5.83% | Q2 2026 | Jul 29, 2026 |
| Fermata Advisors, LLC | History | Added to | 15,739 | 1,842 | 0.37% | 0.17% | 188 | +9,140 | 138.51% | Q2 2026 | Jul 07, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 15,641 | 1,831 | 0.55% | 0.5% | 189 | +2,671 | 20.59% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,255 | 1,786 | 0.06% | 0.07% | 190 | -1,418 | -8.5% | Q2 2026 | Jul 17, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 15,237 | 1,784 | 0.9% | 0.95% | 191 | +430 | 2.9% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 14,718 | 1,723 | 0.01% | 0.04% | 192 | -20,479 | -58.18% | Q2 2026 | Aug 06, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 14,718 | 1,723 | 0.75% | 0.97% | 193 | -745 | -4.82% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | Added to | 19,670 | 1,721 | 0.0% | 0.0% | 194 | +9,796 | 99.21% | Q2 2026 | Aug 14, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 14,663 | 1,716 | 1.26% | 1.39% | 195 | +128 | 0.88% | Q2 2026 | Jul 28, 2026 |
| Foundry Financial LLC | History | No change | 29,860 | 1,699 | 0.57% | 0.62% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 14,362 | 1,681 | 0.03% | — | 197 | +14,362 | New | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 14,197 | 1,662 | 0.03% | 0.01% | 198 | +11,515 | 429.34% | Q2 2026 | Jul 20, 2026 |
| One Degree Advisors Inc | History | Reduced | 29,094 | 1,654 | 0.37% | 0.39% | 199 | -1,605 | -5.23% | Q2 2026 | Jul 31, 2026 |
| Vestment Financial LLC | History | Reduced | 13,864 | 1,626 | 0.73% | 0.78% | 200 | -405 | -2.84% | Q2 2026 | Jul 24, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 16,023 | 1,596 | 0.08% | 0.07% | 201 | +5,014 | 45.54% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 13,495 | 1,580 | 0.01% | — | 202 | +13,495 | New | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 13,458 | 1,575 | 0.01% | 0.02% | 203 | -5,899 | -30.47% | Q2 2026 | Aug 11, 2026 |
| Encompass More Asset Management | History | Reduced | 13,364 | 1,564 | 0.23% | 1.26% | 204 | -51,104 | -79.27% | Q2 2026 | Jul 14, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 13,214 | 1,547 | 1.01% | 0.26% | 205 | +10,139 | 329.72% | Q2 2026 | Aug 05, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 12,458 | 1,458 | 1.28% | 1.47% | 206 | -478 | -3.7% | Q2 2026 | Aug 04, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 12,444 | 1,457 | 0.23% | 0.22% | 207 | +1,248 | 11.15% | Q2 2026 | Jul 23, 2026 |
| BRIGHTON JONES LLC | History | No change | 12,227 | 1,431 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 12,000 | 1,405 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 11,954 | 1,399 | 0.34% | 0.4% | 210 | -400 | -3.24% | Q2 2026 | Jul 21, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 11,589 | 1,356 | 0.01% | 0.01% | 211 | -3,028 | -20.72% | Q2 2026 | Aug 11, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 11,556 | 1,353 | 0.22% | 0.33% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ETF Store, Inc. | History | Reduced | 11,486 | 1,344 | 1.12% | 1.32% | 213 | -200 | -1.71% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,201 | 1,311 | 0.02% | 0.03% | 214 | +38 | 0.34% | Q2 2026 | Jul 15, 2026 |
| Smart Money Group LLC | History | Reduced | 11,160 | 1,306 | 0.34% | 0.38% | 215 | -36 | -0.32% | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, LLC | History | Reduced | 11,027 | 1,291 | 0.14% | 0.16% | 216 | -205 | -1.83% | Q2 2026 | Jul 29, 2026 |
| Thompson David Blair | History | Added to | 11,008 | 1,288 | 0.64% | 0.63% | 217 | +1,559 | 16.5% | Q2 2026 | Aug 14, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 10,864 | 1,272 | 0.43% | 0.54% | 218 | -258 | -2.32% | Q2 2026 | Jul 21, 2026 |
| SCOTIA CAPITAL INC. | History | New | 10,611 | 1,242 | 0.0% | — | 219 | +10,611 | New | Q2 2026 | Aug 11, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 10,505 | 1,230 | 0.62% | 0.55% | 220 | +1,587 | 17.8% | Q2 2026 | Aug 14, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 10,249 | 1,200 | 0.47% | 3.14% | 223 | -48,921 | -82.68% | Q2 2026 | Aug 05, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 10,250 | 1,200 | 0.17% | 0.22% | 222 | -690 | -6.31% | Q2 2026 | Jul 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 10,250 | 1,200 | 0.06% | 0.07% | 221 | +585 | 6.05% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 10,186 | 1,192 | 0.0% | — | 224 | +10,186 | New | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 9,949 | 1,164 | 0.02% | 0.02% | 225 | +1,647 | 19.84% | Q2 2026 | Jul 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 9,809 | 1,148 | 0.01% | 0.01% | 226 | -1,975 | -16.76% | Q2 2026 | Aug 14, 2026 |
| Meredith Wealth Planning | History | No change | 19,556 | 1,113 | 0.26% | 0.26% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,341 | 1,093 | 0.01% | 0.01% | 228 | +1,475 | 18.75% | Q2 2026 | Aug 12, 2026 |
| Oasis Advisors, LLC | History | New | 9,334 | 1,092 | 0.71% | — | 229 | +9,334 | New | Q2 2026 | Jul 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 9,243 | 1,082 | 0.19% | 0.23% | 230 | -950 | -9.32% | Q2 2026 | Aug 14, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 9,175 | 1,074 | 0.37% | 0.55% | 231 | -519 | -5.35% | Q2 2026 | Aug 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 9,104 | 1,065 | 0.01% | 0.01% | 232 | +399 | 4.58% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,043 | 1,058 | 0.0% | 0.0% | 233 | -212 | -2.29% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,819 | 1,032 | 0.01% | 0.0% | 234 | +5,227 | 145.52% | Q2 2026 | Aug 14, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 17,822 | 1,014 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wedmont Private Capital | History | Reduced | 8,628 | 1,012 | 0.03% | 0.09% | 236 | -14,864 | -63.27% | Q2 2026 | Jul 13, 2026 |
| ZEGA Investments, LLC | History | Added to | 8,627 | 1,010 | 0.1% | 0.05% | 237 | +4,961 | 135.32% | Q2 2026 | Jul 31, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 8,546 | 1,000 | 0.51% | — | 239 | +8,546 | New | Q2 2026 | Jul 15, 2026 |
| CPR Investments Inc. | History | New | 8,542 | 1,000 | 0.77% | — | 238 | +8,542 | New | Q2 2026 | Jul 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 8,533 | 999 | 0.09% | 0.1% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 8,461 | 990 | 0.53% | 0.52% | 241 | +1,264 | 17.56% | Q2 2026 | Aug 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 8,401 | 983 | 0.58% | — | 242 | +8,401 | New | Q2 2026 | Jul 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 8,332 | 975 | 0.4% | — | 243 | +8,332 | New | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 8,275 | 968 | 0.04% | 0.05% | 244 | -1,033 | -11.1% | Q2 2026 | Jul 29, 2026 |
| Claro Advisors Inc. | History | Added to | 8,225 | 963 | 0.1% | 0.11% | 245 | +328 | 4.15% | Q2 2026 | Jul 30, 2026 |
| Cadia Private Client LLC | History | No change | 8,061 | 943 | 0.68% | 0.76% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 8,009 | 937 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kilter Group LLC | History | Added to | 7,940 | 929 | 0.34% | 0.35% | 248 | +857 | 12.1% | Q2 2026 | Aug 11, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 7,912 | 926 | 0.16% | 0.25% | 249 | -2,841 | -26.42% | Q2 2026 | Jul 09, 2026 |
| McMill Wealth Management | History | New | 7,837 | 917 | 0.22% | — | 250 | +7,837 | New | Q2 2026 | Aug 17, 2026 |
| CLG LLC | History | Reduced | 7,759 | 908 | 0.2% | 0.23% | 251 | -80 | -1.02% | Q2 2026 | Jul 16, 2026 |
| Jessup Wealth Management, Inc | History | No change | 7,675 | 898 | 0.27% | 0.33% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | New | 7,629 | 893 | 0.01% | — | 253 | +7,629 | New | Q2 2026 | Aug 10, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 7,622 | 892 | 0.09% | 0.09% | 254 | +2,208 | 40.78% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 7,588 | 888 | 0.0% | 0.0% | 256 | +5,385 | 244.44% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 7,583 | 888 | 0.03% | 0.04% | 255 | +32 | 0.42% | Q2 2026 | Aug 17, 2026 |
| Straight Path Wealth Management | History | Reduced | 7,574 | 886 | 0.21% | 0.24% | 257 | -46 | -0.6% | Q2 2026 | Jul 27, 2026 |
| Optivise Advisory Services LLC | History | Added to | 7,429 | 869 | 0.44% | 0.49% | 258 | +479 | 6.89% | Q2 2026 | Jul 13, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 7,221 | 845 | 0.46% | 1.2% | 259 | -8,218 | -53.23% | Q2 2026 | Aug 05, 2026 |
| Mattson Financial Services, LLC | History | Added to | 7,102 | 834 | 0.17% | 0.13% | 260 | +2,340 | 49.14% | Q2 2026 | Aug 04, 2026 |
| Parcion Private Wealth LLC | History | No change | 6,945 | 813 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 6,802 | 796 | 0.6% | 0.63% | 262 | +375 | 5.83% | Q2 2026 | Jul 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 6,672 | 781 | 0.06% | 0.06% | 263 | +41 | 0.62% | Q2 2026 | Aug 12, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 6,656 | 779 | 0.23% | 0.05% | 264 | +4,810 | 260.56% | Q2 2026 | Jul 27, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | No change | 6,545 | 766 | 0.32% | 0.34% | 265 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Swan Global Investments, LLC | History | Reduced | 6,500 | 761 | 0.02% | 0.03% | 266 | -1,800 | -21.69% | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, LLC | History | New | 6,479 | 758 | 0.05% | — | 267 | +6,479 | New | Q2 2026 | Aug 11, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 6,451 | 755 | 2.13% | 1.97% | 268 | +1,000 | 18.35% | Q2 2026 | Jul 30, 2026 |
| Paladin Wealth, LLC | History | Added to | 6,270 | 734 | 0.43% | 0.41% | 270 | +1,197 | 23.6% | Q2 2026 | Jul 09, 2026 |
| Detalus Advisors, LLC | History | Reduced | 6,274 | 734 | 0.14% | 0.17% | 269 | -9 | -0.14% | Q2 2026 | Jul 27, 2026 |
| Balance Wealth Partners LLC | History | Added to | 5,514 | 645 | 0.17% | 0.11% | 271 | +2,372 | 75.49% | Q2 2026 | Jul 21, 2026 |
| Private Advisory Group LLC | History | Reduced | 5,497 | 643 | 0.03% | 0.52% | 273 | -62,428 | -91.91% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,492 | 643 | 0.0% | 0.0% | 272 | +2,219 | 67.8% | Q2 2026 | Aug 12, 2026 |
| Luminist Capital LLC | History | Reduced | 5,436 | 631 | 0.71% | 1.1% | 274 | -1,663 | -23.43% | Q2 2026 | Aug 07, 2026 |
| 46 Peaks LLC | History | New | 5,254 | 615 | 0.39% | — | 275 | +5,254 | New | Q2 2026 | Aug 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 10,633 | 605 | 0.17% | 0.17% | 276 | -20 | -0.19% | Q2 2026 | Jul 24, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 4,875 | 570 | 0.03% | 0.03% | 277 | +260 | 5.63% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,861 | 569 | 0.0% | 0.0% | 278 | -178 | -3.53% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 4,841 | 566 | 0.03% | 0.03% | 279 | +1,004 | 26.17% | Q2 2026 | Aug 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 4,808 | 562 | 0.01% | 0.02% | 280 | -3,721 | -43.63% | Q2 2026 | Aug 04, 2026 |
| Sequent Planning LLC | History | No change | 4,743 | 555 | 0.12% | 0.13% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | Added to | 4,759 | 553 | 0.09% | 0.08% | 282 | +33 | 0.7% | Q2 2026 | Jul 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,705 | 550 | 0.02% | 0.02% | 283 | +1,803 | 62.13% | Q2 2026 | Jul 27, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 4,668 | 546 | 0.34% | 0.41% | 284 | -431 | -8.45% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | Reduced | 4,647 | 544 | 0.0% | 0.0% | 285 | -22 | -0.47% | Q2 2026 | Aug 14, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 4,602 | 538 | 0.32% | — | 286 | +4,602 | New | Q2 2026 | Aug 10, 2026 |
| Prairiewood Capital, LLC | History | No change | 9,376 | 533 | 0.14% | 0.13% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 4,515 | 528 | 0.1% | — | 288 | +4,515 | New | Q2 2026 | Jul 09, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 4,325 | 506 | 0.05% | 0.12% | 289 | -4,326 | -50.01% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | New | 4,302 | 503 | 0.0% | — | 290 | +4,302 | New | Q2 2026 | Aug 07, 2026 |
| MOTIVE WEALTH ADVISORS | History | New | 4,285 | 501 | 0.21% | — | 291 | +4,285 | New | Q2 2026 | Jul 20, 2026 |
| Trademark Financial Management, LLC | History | New | 4,251 | 497 | 0.2% | — | 292 | +4,251 | New | Q2 2026 | Jul 27, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 4,240 | 496 | 0.01% | 0.01% | 293 | +343 | 8.8% | Q2 2026 | Jul 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 4,185 | 490 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| E6 Portfolios, LLC | History | Reduced | 4,144 | 485 | 0.39% | 0.54% | 295 | -351 | -7.81% | Q2 2026 | Aug 10, 2026 |
| Abacus Wealth Partners, LLC | History | New | 4,099 | 479 | 0.05% | — | 296 | +4,099 | New | Q2 2026 | Jul 22, 2026 |
| Hamrick Investment Counsel, llc | History | New | 4,042 | 473 | 0.31% | — | 297 | +4,042 | New | Q2 2026 | Aug 13, 2026 |
| Marble Wealth, LLC | History | Added to | 3,975 | 465 | 0.07% | 0.04% | 298 | +2,175 | 120.83% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | Added to | 3,915 | 458 | 0.01% | 0.01% | 299 | +191 | 5.13% | Q2 2026 | Aug 04, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 3,884 | 454 | 0.09% | 0.17% | 300 | -1,840 | -32.15% | Q2 2026 | Jul 07, 2026 |