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 | No change | 1,383,612 | 162,436 | 0.27% | 0.27% | 1 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Empowered Funds, LLC | History | No change | 927,716 | 108,347 | 0.57% | 0.57% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cache Advisors, LLC | History | No change | 1,872,926 | 106,612 | 9.04% | 9.04% | 3 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 695,000 | 81,377 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 570,946 | 66,852 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Deeter Investments LLP | History | No change | 498,481 | 58,367 | 8.1% | 8.1% | 6 | 0 | 0.0% | Q2 2026 | Oct 08, 2026 |
| True Wealth Design, LLC | History | No change | 486,131 | 56,921 | 13.54% | 13.54% | 7 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mariner, LLC | History | No change | 455,745 | 53,363 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 477,132 | 50,825 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLB&B Advisors, LLC | History | No change | 857,606 | 48,817 | 1.79% | 1.79% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 356,588 | 41,752 | 13.38% | 13.38% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 337,125 | 39,473 | 1.81% | 1.81% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 324,822 | 38,033 | 6.7% | 6.7% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 306,987 | 35,951 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Opus Capital Group, LLC | History | No change | 305,968 | 35,826 | 3.47% | 3.47% | 15 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 296,913 | 34,765 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 288,954 | 34,209 | 7.33% | 6.91% | 17 | +15,907 | 5.83% | Q3 2026 | Oct 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 285,189 | 32,221 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 248,506 | 29,097 | 5.52% | 5.52% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 244,873 | 28,672 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bravias Capital Group, LLC | History | No change | 230,369 | 26,973 | 16.01% | 16.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 227,129 | 26,889 | 3.12% | 2.32% | 22 | +59,661 | 35.63% | Q3 2026 | Oct 08, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 227,846 | 26,678 | 1.95% | 1.95% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ethos Financial Group, LLC | History | No change | 222,040 | 26,112 | 1.75% | 1.75% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 206,836 | 24,487 | 1.58% | 1.63% | 25 | +425 | 0.21% | Q3 2026 | Oct 08, 2026 |
| Kathmere Capital Management, LLC | History | No change | 321,572 | 24,341 | 1.29% | 1.29% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avondale Wealth Management | History | No change | 195,037 | 22,836 | 9.31% | 9.31% | 27 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quantinno Capital Management LP | History | No change | 277,298 | 22,019 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Ion Advisors, LLC | History | No change | 186,055 | 21,785 | 1.88% | 1.88% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Castellan Group | History | No change | 174,989 | 20,489 | 2.25% | 2.25% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 193,957 | 20,276 | 4.3% | 4.3% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 344,542 | 19,903 | 1.66% | 1.66% | 32 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 160,622 | 18,807 | 4.36% | 4.36% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tortoise Investment Management, LLC | History | No change | 152,407 | 17,845 | 1.33% | 1.33% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 151,391 | 17,726 | 9.52% | 9.52% | 35 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Commerce Advisors, LLC | History | No change | 148,554 | 17,394 | 9.45% | 9.45% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spahn Wealth & Retirement LLC | History | No change | 142,919 | 16,734 | 10.77% | 10.77% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Well Done, LLC | History | No change | 141,915 | 16,616 | 2.24% | 2.24% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 139,132 | 16,290 | 0.89% | 0.89% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 138,152 | 16,176 | 0.26% | 0.26% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Capital Group, LLC | History | No change | 135,833 | 15,904 | 1.29% | 1.29% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gradient Investments LLC | History | Added to | 132,690 | 15,709 | 0.22% | 0.19% | 42 | +15,638 | 13.36% | Q3 2026 | Oct 08, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 123,714 | 14,576 | 9.5% | 9.5% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altiora Financial Group, LLC | History | No change | 113,970 | 13,344 | 2.1% | 2.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 125,462 | 13,175 | 0.09% | 0.11% | 45 | -8,874 | -6.61% | Q3 2026 | Oct 08, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | New | 111,199 | 13,164 | 1.87% | — | 46 | +111,199 | New | Q3 2026 | Oct 08, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 105,665 | 12,372 | 1.12% | 1.12% | 47 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lifeworks Advisors, LLC | History | No change | 104,649 | 12,253 | 1.28% | 1.28% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 103,165 | 12,079 | 0.15% | 0.15% | 49 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 101,500 | 12,016 | 6.88% | 6.49% | 50 | +6,754 | 7.13% | Q3 2026 | Oct 08, 2026 |
| Focus Partners Wealth | History | No change | 101,064 | 11,833 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 100,790 | 11,801 | 0.22% | 0.22% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 100,315 | 11,745 | 0.58% | 0.58% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 98,917 | 11,582 | 0.25% | 0.25% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 98,406 | 11,522 | 0.76% | 0.76% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 97,552 | 11,422 | 5.45% | 5.45% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 108,484 | 11,169 | 1.42% | 1.42% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Innova Wealth Partners | History | No change | 90,876 | 10,640 | 4.35% | 4.35% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 85,693 | 10,033 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marex Group Ltd | History | No change | 85,235 | 9,980 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 83,819 | 9,814 | 0.89% | 0.89% | 61 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 80,000 | 9,367 | 2.35% | 2.35% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspect Partners, LLC | History | No change | 79,443 | 9,301 | 3.47% | 3.47% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NWAM LLC | History | No change | 79,155 | 9,268 | 0.46% | 0.46% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aerodigm Wealth, LLC | History | No change | 75,996 | 8,898 | 3.01% | 3.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ferguson Shapiro LLC | History | No change | 75,267 | 8,813 | 2.58% | 2.58% | 66 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stokes Family Office, LLC | History | No change | 73,753 | 8,635 | 1.01% | 1.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Weaver Consulting Group | History | Reduced | 70,472 | 8,343 | 1.62% | 2.03% | 68 | -14,290 | -16.86% | Q3 2026 | Oct 07, 2026 |
| Able Wealth Management LLC | History | No change | 71,163 | 8,332 | 1.91% | 1.91% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 69,359 | 8,121 | 3.19% | 3.19% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Norris Financial Group, LLC | History | No change | 68,589 | 8,031 | 3.2% | 3.2% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 72,523 | 7,971 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 66,708 | 7,810 | 1.05% | 1.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pallas Capital Advisors LLC | History | No change | 66,525 | 7,789 | 0.24% | 0.24% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 65,868 | 7,712 | 1.47% | 1.47% | 75 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 65,770 | 7,701 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| OceanIQ Capital, LLC | History | No change | 65,276 | 7,689 | 4.65% | 4.65% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 65,644 | 7,686 | 0.36% | 0.36% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | No change | 63,886 | 7,480 | 5.77% | 5.77% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Swift Group, LLC | History | No change | 63,700 | 7,458 | 1.08% | 1.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 61,358 | 7,184 | 0.4% | 0.4% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invst, LLC | History | No change | 61,326 | 7,180 | 0.7% | 0.7% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 61,359 | 7,168 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 60,288 | 7,059 | 1.72% | 1.72% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seed Wealth Management, Inc. | History | No change | 59,735 | 6,994 | 4.43% | 4.43% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 72,840 | 6,974 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 61,842 | 6,970 | 2.68% | 2.68% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 59,399 | 6,954 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apeiron RIA LLC | History | Reduced | 57,520 | 6,810 | 1.55% | 1.74% | 89 | -431 | -0.74% | Q3 2026 | Oct 08, 2026 |
| Madison Wealth Partners, Inc | History | No change | 57,519 | 6,734 | 0.86% | 0.86% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 56,801 | 6,650 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 56,262 | 6,588 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kings Path Partners LLC | History | No change | 55,758 | 6,528 | 1.74% | 1.74% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 54,778 | 6,414 | 0.21% | 0.21% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Everest Private Wealth | History | No change | 111,578 | 6,351 | 2.37% | 2.37% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 53,990 | 6,321 | 1.04% | 1.04% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Accurate Wealth Management, LLC | History | No change | 53,675 | 6,301 | 0.6% | 0.6% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brookstone Capital Management | History | No change | 53,721 | 6,290 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 53,170 | 6,225 | 0.61% | 0.61% | 99 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Astra Wealth Partners LLC | History | No change | 53,128 | 6,220 | 3.31% | 3.31% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 52,809 | 6,183 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 52,605 | 6,159 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 52,494 | 6,147 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 51,022 | 5,974 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 50,392 | 5,900 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ATLas Financial Planning LLC | History | No change | 49,922 | 5,845 | 4.74% | 4.74% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 49,857 | 5,837 | 1.59% | 1.59% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENZI WEALTH | History | No change | 49,447 | 5,806 | 1.84% | 1.84% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 63,502 | 5,739 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 70,504 | 5,580 | 0.58% | 0.58% | 110 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TopTier Wealth Management, LLC | History | No change | 47,192 | 5,525 | 3.34% | 3.34% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 46,877 | 5,488 | 0.11% | 0.11% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 45,253 | 5,262 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Client First Investment Management LLC | History | Reduced | 44,354 | 5,251 | 2.5% | 7.61% | 114 | -109,844 | -71.24% | Q3 2026 | Oct 09, 2026 |
| Ledyard National Bank | History | No change | 91,951 | 5,234 | 0.42% | 0.42% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | No change | 43,358 | 5,076 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHS Financial, LLC | History | No change | 43,356 | 5,076 | 2.05% | 2.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Management Nebraska | History | No change | 42,150 | 4,948 | 0.44% | 0.44% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 42,048 | 4,923 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 41,026 | 4,821 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 60,338 | 4,742 | 0.9% | 0.9% | 121 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pearl Planning LLC | History | No change | 39,213 | 4,591 | 2.11% | 2.11% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Freedom Day Solutions, LLC | History | No change | 37,500 | 4,390 | 0.97% | 0.97% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 55,423 | 4,319 | 0.86% | 0.86% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 36,659 | 4,292 | 1.45% | 1.45% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 35,759 | 4,233 | 1.29% | 2.9% | 126 | -18,353 | -33.92% | Q3 2026 | Oct 08, 2026 |
| Arcus Capital Partners, LLC | History | No change | 35,600 | 4,168 | 1.72% | 1.72% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 35,163 | 4,117 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Empirical Finance, LLC | History | No change | 34,302 | 4,016 | 0.17% | 0.17% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 33,906 | 3,990 | 0.24% | 0.24% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SVRN Asset Management, LLC | History | No change | 34,017 | 3,983 | 2.05% | 2.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 33,768 | 3,953 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plan Group Financial, LLC | History | No change | 33,549 | 3,928 | 0.81% | 0.81% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 40,552 | 3,886 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | No change | 50,206 | 3,798 | 0.12% | 0.12% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 32,424 | 3,796 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | No change | 32,295 | 3,781 | 0.88% | 0.88% | 137 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rossby Financial, LCC | History | No change | 32,130 | 3,762 | 0.69% | 0.69% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BWM Planning, LLC | History | No change | 31,588 | 3,698 | 0.86% | 0.86% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 48,953 | 3,595 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Family CFO Inc | History | No change | 63,129 | 3,593 | 1.38% | 1.38% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valley Financial Group, Inc. | History | No change | 30,458 | 3,566 | 1.76% | 1.76% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenwich Wealth Management LLC | History | No change | 30,374 | 3,556 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altium Investment Strategies LLC | History | No change | 29,670 | 3,483 | 5.02% | 5.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lansing Street Advisors | History | No change | 60,080 | 3,419 | 0.72% | 0.72% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Friedenthal Financial | History | No change | 29,155 | 3,413 | 1.58% | 1.58% | 146 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SFI Advisors, LLC | History | No change | 29,078 | 3,404 | 2.94% | 2.94% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 27,662 | 3,238 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 27,584 | 3,229 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 26,020 | 3,046 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | History | No change | 25,579 | 2,995 | 0.17% | 0.17% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 24,193 | 2,849 | 1.14% | 1.14% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | No change | 23,903 | 2,798 | 3.66% | 3.66% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 23,600 | 2,763 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 23,087 | 2,703 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TORNO CAPITAL, LLC | History | No change | 22,880 | 2,679 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 22,597 | 2,645 | 1.9% | 1.9% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 22,086 | 2,586 | 0.89% | 0.89% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Financial Network, Inc. | History | No change | 21,890 | 2,563 | 0.08% | 0.08% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Elevated Financial Group LLC | History | No change | 21,517 | 2,519 | 0.69% | 0.69% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dynamic Financial Group | History | No change | 21,507 | 2,518 | 1.9% | 1.9% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | No change | 21,422 | 2,508 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 21,335 | 2,498 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nicholas Wealth, LLC. | History | No change | 21,326 | 2,497 | 1.37% | 1.37% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BXM Wealth LLC | History | No change | 21,090 | 2,469 | 1.34% | 1.34% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 20,966 | 2,454 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sherman Wealth Management LLC | History | No change | 20,579 | 2,409 | 1.81% | 1.81% | 167 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IPG Investment Advisors LLC | History | No change | 20,460 | 2,395 | 0.34% | 0.34% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XY Planning Network, Inc. | History | No change | 20,258 | 2,372 | 0.3% | 0.3% | 169 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 20,034 | 2,345 | 0.2% | 0.2% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 19,850 | 2,324 | 0.24% | 0.24% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 19,670 | 2,303 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HB Wealth Management, LLC | History | No change | 19,601 | 2,295 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GK Wealth Management LLC | History | Reduced | 19,366 | 2,292 | 1.29% | 1.71% | 175 | -8,489 | -30.48% | Q3 2026 | Oct 09, 2026 |
| Journey Advisory Group, LLC | History | No change | 19,577 | 2,292 | 0.18% | 0.18% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | No change | 19,482 | 2,281 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Morse Asset Management, Inc | History | No change | 19,393 | 2,270 | 0.38% | 0.38% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schiavi & Co LLC | History | No change | 19,374 | 2,268 | 0.6% | 0.6% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 19,310 | 2,261 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 18,741 | 2,195 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| January Capital Advisors LLC | History | No change | 18,709 | 2,190 | 1.83% | 1.83% | 181 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Snowden Capital Advisors LLC | History | No change | 21,898 | 2,156 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 18,403 | 2,154 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 30,275 | 2,132 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Downshift Financial, LLC | History | No change | 35,307 | 2,009 | 0.9% | 0.9% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 17,012 | 1,991 | 0.09% | 0.09% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 16,468 | 1,928 | 0.35% | 0.35% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 16,325 | 1,911 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 16,150 | 1,891 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fermata Advisors, LLC | History | No change | 15,739 | 1,842 | 0.37% | 0.37% | 190 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OneAscent Wealth Management LLC | History | No change | 15,641 | 1,831 | 0.55% | 0.55% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | No change | 15,255 | 1,786 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 15,237 | 1,784 | 0.9% | 0.9% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 14,718 | 1,723 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 14,718 | 1,723 | 0.75% | 0.75% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | No change | 19,670 | 1,721 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 14,663 | 1,716 | 1.26% | 1.26% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Foundry Financial LLC | History | No change | 29,860 | 1,699 | 0.57% | 0.57% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 14,362 | 1,681 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 14,197 | 1,662 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| One Degree Advisors Inc | History | No change | 29,094 | 1,654 | 0.37% | 0.37% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vestment Financial LLC | History | No change | 13,864 | 1,626 | 0.73% | 0.73% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambria Investment Management, L.P. | History | No change | 16,023 | 1,596 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,495 | 1,580 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 13,458 | 1,575 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Encompass More Asset Management | History | No change | 13,364 | 1,564 | 0.23% | 0.23% | 206 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 13,214 | 1,547 | 1.01% | 1.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wedmont Private Capital | History | Added to | 13,001 | 1,540 | 0.04% | 0.03% | 208 | +4,373 | 50.68% | Q3 2026 | Oct 09, 2026 |
| Redwood Family Wealth LLC | History | No change | 12,458 | 1,458 | 1.28% | 1.28% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 12,444 | 1,457 | 0.23% | 0.23% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BRIGHTON JONES LLC | History | No change | 12,227 | 1,431 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 12,000 | 1,405 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Revisor Wealth Management LLC | History | No change | 11,954 | 1,399 | 0.34% | 0.34% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,589 | 1,356 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 11,556 | 1,353 | 0.22% | 0.22% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ETF Store, Inc. | History | No change | 11,486 | 1,344 | 1.12% | 1.12% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 11,201 | 1,311 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Smart Money Group LLC | History | No change | 11,160 | 1,306 | 0.34% | 0.34% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, LLC | History | No change | 11,027 | 1,291 | 0.14% | 0.14% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Thompson David Blair | History | No change | 11,008 | 1,288 | 0.64% | 0.64% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 10,864 | 1,272 | 0.43% | 0.43% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 10,611 | 1,242 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 10,505 | 1,230 | 0.62% | 0.62% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,250 | 1,200 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 10,250 | 1,200 | 0.17% | 0.17% | 225 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Transcendent Capital Group LLC | History | No change | 10,249 | 1,200 | 0.47% | 0.47% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,186 | 1,192 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 9,949 | 1,164 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 9,809 | 1,148 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meredith Wealth Planning | History | No change | 19,556 | 1,113 | 0.26% | 0.26% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,341 | 1,093 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oasis Advisors, LLC | History | No change | 9,334 | 1,092 | 0.71% | 0.71% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 9,243 | 1,082 | 0.19% | 0.19% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Landing Point Financial Group, LLC | History | No change | 9,175 | 1,074 | 0.37% | 0.37% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kure Advisory, LLC | History | Added to | 9,040 | 1,070 | 0.49% | 0.11% | 235 | +6,977 | 338.2% | Q3 2026 | Oct 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,104 | 1,065 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 9,043 | 1,058 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 8,819 | 1,032 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 17,822 | 1,014 | 0.07% | 0.07% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ZEGA Investments, LLC | History | No change | 8,627 | 1,010 | 0.1% | 0.1% | 240 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CPR Investments Inc. | History | No change | 8,542 | 1,000 | 0.77% | 0.77% | 241 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | No change | 8,546 | 1,000 | 0.51% | 0.51% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 8,533 | 999 | 0.09% | 0.09% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 8,461 | 990 | 0.53% | 0.53% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 8,401 | 983 | 0.58% | 0.58% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 8,332 | 975 | 0.4% | 0.4% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | No change | 8,275 | 968 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Claro Advisors Inc. | History | No change | 8,225 | 963 | 0.1% | 0.1% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cadia Private Client LLC | History | No change | 8,061 | 943 | 0.68% | 0.68% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 8,009 | 937 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kilter Group LLC | History | No change | 7,940 | 929 | 0.34% | 0.34% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Professional Financial Advisors, LLC | History | No change | 7,912 | 926 | 0.16% | 0.16% | 252 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| McMill Wealth Management | History | No change | 7,837 | 917 | 0.22% | 0.22% | 253 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CLG LLC | History | No change | 7,759 | 908 | 0.2% | 0.2% | 254 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Jessup Wealth Management, Inc | History | No change | 7,675 | 898 | 0.27% | 0.27% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,629 | 893 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEEDS INVESTOR LLC | History | No change | 7,622 | 892 | 0.09% | 0.09% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,583 | 888 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MORGAN STANLEY | History | No change | 7,588 | 888 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Straight Path Wealth Management | History | No change | 7,574 | 886 | 0.21% | 0.21% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Optivise Advisory Services LLC | History | No change | 7,429 | 869 | 0.44% | 0.44% | 261 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 7,221 | 845 | 0.46% | 0.46% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mattson Financial Services, LLC | History | No change | 7,102 | 834 | 0.17% | 0.17% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parcion Private Wealth LLC | History | No change | 6,945 | 813 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 6,802 | 796 | 0.6% | 0.6% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 6,672 | 781 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 6,656 | 779 | 0.23% | 0.23% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | No change | 6,545 | 766 | 0.32% | 0.32% | 268 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Swan Global Investments, LLC | History | No change | 6,500 | 761 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, LLC | History | No change | 6,479 | 758 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | No change | 6,451 | 755 | 2.13% | 2.13% | 271 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Detalus Advisors, LLC | History | No change | 6,274 | 734 | 0.14% | 0.14% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Paladin Wealth, LLC | History | No change | 6,270 | 734 | 0.43% | 0.43% | 273 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Balance Wealth Partners LLC | History | No change | 5,514 | 645 | 0.17% | 0.17% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,492 | 643 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisory Group LLC | History | No change | 5,497 | 643 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Luminist Capital LLC | History | No change | 5,436 | 631 | 0.71% | 0.71% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 46 Peaks LLC | History | No change | 5,254 | 615 | 0.39% | 0.39% | 278 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10,633 | 605 | 0.17% | 0.17% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 4,875 | 570 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,861 | 569 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4,841 | 566 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 4,808 | 562 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 4,743 | 561 | 0.34% | 0.32% | 284 | +141 | 3.06% | Q3 2026 | Oct 07, 2026 |
| Sequent Planning LLC | History | No change | 4,743 | 555 | 0.12% | 0.12% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | No change | 4,759 | 553 | 0.09% | 0.09% | 286 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 4,705 | 550 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TME FINANCIAL, INC. | History | No change | 4,668 | 546 | 0.34% | 0.34% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | No change | 4,647 | 544 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prairiewood Capital, LLC | History | No change | 9,376 | 533 | 0.14% | 0.14% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 4,515 | 528 | 0.1% | 0.1% | 291 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 4,325 | 506 | 0.05% | 0.05% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | No change | 4,302 | 503 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 4,285 | 501 | 0.21% | 0.21% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trademark Financial Management, LLC | History | No change | 4,251 | 497 | 0.2% | 0.2% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SteelPeak Wealth, LLC | History | No change | 4,240 | 496 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 4,185 | 490 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| E6 Portfolios, LLC | History | No change | 4,144 | 485 | 0.39% | 0.39% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 4,099 | 479 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 4,042 | 473 | 0.31% | 0.31% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |