Capital Group Core Equity ETF - CGUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 32,330,461 | 1,438,058 | 0.32% | 0.32% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,081,012 | 626,323 | 0.15% | 0.15% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,776,470 | 555,719 | 0.22% | 0.22% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,873,183 | 439,159 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,724,623 | 343,591 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 6,715,988 | 298,727 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 6,388,312 | 284,152 | 0.26% | 0.26% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 6,064,640 | 269,755 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 5,251,530 | 233,588 | 3.29% | 3.29% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,446,114 | 197,763 | 0.25% | 0.25% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,232,575 | 188,264 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,659,190 | 162,760 | 0.33% | 0.33% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,258,359 | 144,932 | 0.33% | 0.33% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,837,703 | 126,218 | 1.15% | 1.15% | 14 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,641,914 | 117,513 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,592,701 | 115,323 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,545,562 | 113,238 | 0.13% | 0.13% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 2,352,921 | 104,657 | 0.48% | 0.48% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 2,268,466 | 100,901 | 0.62% | 0.62% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,769,882 | 78,724 | 0.12% | 0.12% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,744,803 | 77,608 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,601,400 | 71,230 | 0.23% | 0.23% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,456,681 | 64,793 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,427,183 | 63,481 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,369,821 | 60,929 | 0.65% | 0.65% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 1,360,356 | 60,508 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,343,454 | 59,756 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 1,217,530 | 54,229 | 0.22% | 0.22% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,196,622 | 53,225 | 0.16% | 0.16% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 1,081,516 | 48,105 | 13.64% | 13.64% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,072,556 | 47,707 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Souders Financial Advisors | History | No change | 1,053,533 | 46,861 | 4.71% | 4.71% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 990,870 | 44,073 | 2.68% | 2.68% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 835,860 | 37,179 | 0.67% | 0.67% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 681,339 | 30,305 | 0.18% | 0.18% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BIP Wealth, LLC | History | No change | 677,471 | 30,133 | 0.85% | 0.85% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighPoint Advisor Group LLC | History | No change | 662,501 | 29,468 | 1.04% | 1.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 633,537 | 28,179 | 0.26% | 0.26% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AA Financial Advisors, LLC | History | No change | 597,760 | 26,588 | 3.2% | 3.2% | 39 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 581,586 | 25,868 | 0.14% | 0.14% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 554,543 | 24,840 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 521,110 | 23,178 | 0.78% | 0.78% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 502,993 | 22,373 | 5.61% | 5.61% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 482,137 | 21,445 | 0.16% | 0.16% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 480,619 | 21,377 | 0.29% | 0.29% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 474,889 | 21,123 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IFP Advisors, Inc | History | No change | 439,025 | 19,527 | 0.35% | 0.35% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 434,166 | 19,311 | 0.51% | 0.51% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forge Financial Services LLC | History | No change | 432,535 | 19,238 | 1.66% | 1.66% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 431,464 | 19,191 | 7.45% | 7.45% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 421,337 | 18,669 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 416,532 | 18,527 | 0.21% | 0.21% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 415,308 | 18,472 | 3.49% | 3.49% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 414,563 | 18,207 | 9.56% | 9.56% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 389,880 | 17,341 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 375,987 | 16,723 | 0.2% | 0.2% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Burford Brothers, Inc. | History | No change | 370,125 | 16,463 | 6.04% | 6.04% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 356,375 | 15,851 | 2.99% | 2.99% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | No change | 352,983 | 15,700 | 0.3% | 0.3% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 346,777 | 15,424 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, LLC | History | No change | 338,547 | 15,058 | 0.75% | 0.75% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apollon Wealth Management, LLC | History | No change | 310,853 | 13,826 | 0.17% | 0.17% | 62 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vigil Wealth Management, LLC | History | No change | 310,840 | 13,826 | 9.86% | 9.86% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compton Financial Group, LLC | History | No change | 309,038 | 13,745 | 2.65% | 2.65% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 302,902 | 13,473 | 0.67% | 0.67% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 299,015 | 13,306 | 0.09% | 0.04% | 66 | +187,032 | 167.02% | Q3 2026 | Oct 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 279,381 | 12,426 | 0.5% | 0.5% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 276,431 | 12,295 | 0.19% | 0.19% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Michael Brady & Co., LLC | History | No change | 263,264 | 11,709 | 10.33% | 10.33% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Challenger Wealth Management | History | No change | 256,771 | 11,421 | 8.41% | 8.41% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ST GERMAIN D J CO INC | History | No change | 254,286 | 11,310 | 0.41% | 0.41% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 247,559 | 11,011 | 6.44% | 6.44% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 236,010 | 10,497 | 1.0% | 1.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 230,295 | 10,204 | 0.33% | 0.33% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 226,353 | 10,068 | 0.22% | 0.22% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 219,232 | 9,751 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 215,733 | 9,595 | 0.49% | 0.49% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 215,270 | 9,575 | 5.24% | 5.24% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Entruity Wealth, LLC | History | No change | 204,388 | 9,091 | 5.88% | 5.88% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 200,160 | 8,903 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 199,779 | 8,886 | 0.14% | 0.14% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 194,825 | 8,665 | 0.23% | 0.23% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 192,751 | 8,573 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 191,173 | 8,503 | 0.17% | 0.17% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 186,377 | 8,290 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 180,151 | 8,013 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aspire Growth Partners LLC | History | No change | 173,785 | 7,729 | 4.49% | 4.49% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KINTRA WEALTH, LLC | History | No change | 165,575 | 7,679 | 0.4% | 0.4% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 172,197 | 7,659 | 0.37% | 0.37% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | No change | 169,831 | 7,452 | 0.56% | 0.56% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 165,759 | 7,373 | 0.28% | 0.28% | 91 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 165,195 | 7,347 | 0.47% | 0.47% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 164,708 | 7,326 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | No change | 157,710 | 7,014 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 150,541 | 6,696 | 0.34% | 0.34% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 146,508 | 6,516 | 2.84% | 2.84% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 145,244 | 6,460 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 143,091 | 6,367 | 0.17% | 0.16% | 98 | +14,378 | 11.17% | Q3 2026 | Oct 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 138,584 | 6,164 | 0.12% | 0.12% | 99 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFG Advisory, LLC | History | No change | 134,061 | 5,963 | 0.21% | 0.21% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNB Wealth Management, LLC | History | No change | 131,984 | 5,870 | 3.21% | 3.21% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 131,648 | 5,855 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transcendent Capital Group LLC | History | No change | 131,529 | 5,850 | 2.28% | 2.28% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SITTNER & NELSON, LLC | History | No change | 126,551 | 5,628 | 1.77% | 1.77% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cushing Capital Partners, LLC | History | No change | 125,333 | 5,574 | 3.84% | 3.84% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 124,737 | 5,548 | 0.37% | 0.37% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 124,032 | 5,516 | 0.33% | 0.33% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Western Wealth Management, LLC | History | No change | 122,750 | 5,459 | 0.18% | 0.18% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 121,789 | 5,417 | 0.32% | 0.32% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 121,677 | 5,412 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 117,067 | 5,207 | 2.1% | 2.1% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 115,401 | 5,133 | 0.24% | 0.24% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 114,691 | 5,101 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Berger Financial Group, Inc | History | No change | 110,804 | 4,928 | 0.25% | 0.25% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 108,262 | 4,815 | 0.14% | 0.14% | 115 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 107,010 | 4,759 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Worthington Financial Partners, LLC | History | No change | 106,937 | 4,756 | 3.94% | 3.94% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 106,175 | 4,722 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Continuum Advisory, LLC | History | No change | 105,135 | 4,676 | 0.38% | 0.38% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SMITH, MOORE & CO. | History | No change | 104,816 | 4,662 | 0.3% | 0.3% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WJ Wealth Management, LLC | History | No change | 101,897 | 4,532 | 1.79% | 1.79% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 101,892 | 4,532 | 4.42% | 4.42% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 101,746 | 4,525 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boyer Financial Services, Inc. | History | No change | 102,276 | 4,516 | 3.81% | 3.81% | 124 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 99,284 | 4,416 | 1.38% | 1.38% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 96,178 | 4,278 | 0.23% | 0.23% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 95,268 | 4,237 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 93,875 | 4,175 | 1.65% | 1.65% | 128 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 93,214 | 4,146 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 92,182 | 4,100 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 90,955 | 4,045 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 90,524 | 4,034 | 0.98% | 0.98% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 90,176 | 4,011 | 1.69% | 1.69% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| G&S Capital LLC | History | No change | 89,763 | 3,992 | 1.16% | 1.16% | 134 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Management Associates, Inc | History | No change | 88,225 | 3,924 | 0.79% | 0.79% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 86,253 | 3,838 | 2.15% | 2.15% | 136 | +2,442 | 2.91% | Q3 2026 | Oct 08, 2026 |
| Waverly Advisors, LLC | History | No change | 85,920 | 3,821 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 85,585 | 3,806 | 0.28% | 0.28% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 98,754 | 3,802 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 84,771 | 3,770 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Group Ltd | History | Added to | 83,154 | 3,736 | 0.69% | 0.1% | 141 | +71,811 | 633.09% | Q3 2026 | Oct 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 83,959 | 3,734 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hopwood Nicholas Hunter | History | No change | 82,397 | 3,665 | 1.01% | 1.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 80,308 | 3,572 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 78,406 | 3,487 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 76,215 | 3,390 | 0.35% | 0.35% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blueprint Investment Partners LLC | History | No change | 75,396 | 3,353 | 0.28% | 0.28% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 75,396 | 3,353 | 0.37% | 0.37% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Latitude Advisors, LLC | History | No change | 75,047 | 3,338 | 1.33% | 1.33% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 74,823 | 3,328 | 0.96% | 0.96% | 150 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | No change | 72,097 | 3,206 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| R2 Capital Strategies, LLC | History | No change | 71,200 | 3,166 | 1.43% | 1.43% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 70,331 | 3,128 | 1.07% | 1.07% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 69,831 | 3,106 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 69,606 | 3,096 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Olistico Wealth, LLC | History | Added to | 68,306 | 3,039 | 1.27% | 1.3% | 156 | +8 | 0.01% | Q3 2026 | Oct 05, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 66,958 | 2,978 | 1.04% | 1.04% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 65,713 | 2,922 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 65,479 | 2,912 | 1.03% | 1.03% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHOREO, LLC | History | No change | 65,108 | 2,901 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversify Advisory Services, LLC | History | No change | 65,481 | 2,870 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 65,481 | 2,870 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 64,312 | 2,860 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 64,245 | 2,857 | 0.5% | 0.5% | 164 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Analysts, LLC | History | No change | 64,187 | 2,855 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 62,336 | 2,772 | 0.18% | 0.18% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 61,757 | 2,746 | 0.41% | 0.41% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meridian Wealth Management, LLC | History | No change | 60,848 | 2,706 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LongView Wealth Management | History | No change | 60,815 | 2,705 | 0.69% | 0.69% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 60,570 | 2,694 | 0.6% | 0.6% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Management, Inc. | History | No change | 59,700 | 2,655 | 0.81% | 0.81% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lantz Financial LLC | History | No change | 58,966 | 2,622 | 0.48% | 0.48% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steelhead Wealth Management LLC | History | No change | 58,701 | 2,611 | 1.05% | 1.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Affiance Financial, LLC | History | No change | 56,008 | 2,491 | 0.36% | 0.36% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pines Wealth Management, LLC | History | No change | 55,170 | 2,453 | 0.71% | 0.71% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 53,375 | 2,374 | 0.11% | 0.11% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 53,188 | 2,370 | 0.2% | 0.2% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 52,315 | 2,326 | 0.42% | 0.42% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORDEN GROUP LLC | History | No change | 51,600 | 2,295 | 0.19% | 0.19% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KPP Advisory Services LLC | History | No change | 50,377 | 2,240 | 0.28% | 0.28% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bank of New York Mellon Corp | History | No change | 50,347 | 2,239 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 49,964 | 2,226 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 49,626 | 2,207 | 0.73% | 0.73% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 49,028 | 2,180 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lincoln Capital LLC | History | Added to | 48,590 | 2,162 | 0.38% | 0.34% | 185 | +5,830 | 13.63% | Q3 2026 | Oct 09, 2026 |
| Sigma Planning Corp | History | No change | 48,477 | 2,156 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vantus Wealth LLC | History | No change | 47,872 | 2,129 | 1.14% | 1.14% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICUS CAPITAL | History | No change | 47,692 | 2,121 | 0.14% | 0.14% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 47,500 | 2,112 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 47,159 | 2,097 | 0.18% | 0.18% | 190 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 46,994 | 2,090 | 0.19% | 0.19% | 191 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 46,808 | 2,082 | 0.41% | 0.41% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 46,229 | 2,056 | 0.13% | 0.13% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 46,056 | 2,048 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 45,066 | 2,004 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 43,889 | 1,952 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 43,629 | 1,940 | 0.47% | 0.47% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bill Few Associates, Inc. | History | Added to | 42,936 | 1,910 | 0.39% | 0.37% | 198 | +4,301 | 11.13% | Q3 2026 | Oct 09, 2026 |
| Arax Advisory Partners | History | No change | 41,417 | 1,842 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Advisors Network LLC | History | No change | 41,373 | 1,840 | 0.08% | 0.08% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GWN SECURITIES INC. | History | No change | 41,311 | 1,837 | 0.31% | 0.31% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 40,105 | 1,783 | 0.6% | 0.6% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CWS Financial Advisors, LLC | History | No change | 39,922 | 1,775 | 0.39% | 0.39% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 39,318 | 1,748 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 38,604 | 1,717 | 0.46% | 0.39% | 205 | +5,310 | 15.95% | Q3 2026 | Oct 02, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 38,593 | 1,716 | 0.16% | 0.16% | 206 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CVFG LLC | History | No change | 38,302 | 1,703 | 0.18% | 0.18% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Wealth Network Inc. | History | No change | 38,019 | 1,691 | 0.43% | 0.43% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Jacobi Capital Management LLC | History | No change | 37,947 | 1,687 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 35,231 | 1,567 | 0.36% | 0.36% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 35,058 | 1,559 | 0.21% | 0.21% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 34,897 | 1,552 | 0.16% | 0.16% | 212 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 34,798 | 1,547 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RM Financial Services, LLC | History | No change | 33,456 | 1,488 | 1.11% | 1.11% | 214 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Security Financial Services, INC. | History | No change | 32,327 | 1,437 | 0.2% | 0.2% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 31,879 | 1,417 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 31,359 | 1,394 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 30,706 | 1,365 | 0.11% | 0.11% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VestGen Advisors, LLC | History | No change | 29,367 | 1,306 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balentine LLC | History | No change | 29,107 | 1,294 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | No change | 28,417 | 1,263 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 28,224 | 1,255 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 27,109 | 1,205 | 0.73% | 0.73% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 26,909 | 1,197 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 26,921 | 1,197 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 26,618 | 1,183 | 0.1% | 0.1% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M Holdings Securities, Inc. | History | No change | 26,869 | 1,176 | 0.16% | 0.16% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 26,410 | 1,174 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NWF Advisory Services Inc. | History | No change | 25,550 | 1,136 | 0.11% | 0.11% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 25,528 | 1,135 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 25,414 | 1,130 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 25,125 | 1,117 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 24,726 | 1,099 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Peak Asset Management, LLC | History | No change | 24,575 | 1,093 | 0.16% | 0.16% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owen LaRue, LLC | History | No change | 24,499 | 1,089 | 0.38% | 0.38% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 23,711 | 1,054 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 23,523 | 1,046 | 0.57% | 0.57% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 23,110 | 1,027 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 23,030 | 1,024 | 0.07% | 0.07% | 239 | +718 | 3.22% | Q3 2026 | Oct 08, 2026 |
| Wealth Science Advisors LLC | History | No change | 23,018 | 1,024 | 0.43% | 0.45% | 240 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 22,750 | 1,011 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 21,727 | 966 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | No change | 20,485 | 911 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 20,185 | 897 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HB Wealth Management, LLC | History | No change | 19,470 | 866 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CLG LLC | History | No change | 19,055 | 847 | 0.19% | 0.19% | 246 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Perigon Wealth Management, LLC | History | No change | 18,685 | 831 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 18,731 | 830 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rather & Kittrell, Inc. | History | No change | 18,621 | 828 | 0.12% | 0.12% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 18,525 | 823 | 0.26% | 0.26% | 250 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smith Thornton Advisors LLC | History | No change | 18,392 | 817 | 0.36% | 0.36% | 251 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NWAM LLC | History | No change | 18,342 | 815 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | No change | 18,123 | 806 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sowell Financial Services LLC | History | No change | 17,931 | 797 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 17,848 | 793 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merited Wealth, LLC | History | No change | 17,689 | 786 | 0.56% | 0.56% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | No change | 17,612 | 783 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 17,507 | 779 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 17,363 | 772 | 0.13% | 0.13% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sun Financial Inc | History | No change | 16,372 | 757 | 0.36% | 0.36% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 16,405 | 729 | 0.11% | 0.11% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 16,156 | 718 | 0.2% | 0.2% | 262 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| StoneX Group Inc. | History | No change | 16,009 | 712 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 15,884 | 706 | 0.07% | 0.07% | 264 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 15,735 | 699 | 0.13% | 0.13% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 15,639 | 695 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 15,550 | 691 | 0.08% | 0.08% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hobart Private Capital, LLC | History | No change | 15,453 | 687 | 0.12% | 0.12% | 268 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 15,038 | 668 | 0.4% | 0.4% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 14,882 | 661 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | No change | 14,800 | 658 | 0.08% | 0.08% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TKG Advisors, LLC | History | No change | 14,777 | 657 | 0.23% | 0.23% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIM, LLC | History | No change | 14,332 | 637 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| tru Independence LLC | History | No change | 14,301 | 636 | 0.28% | 0.28% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Financial Advisory LLC | History | No change | 14,313 | 636 | 0.13% | 0.13% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 14,220 | 632 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,073 | 625 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| AUCTUS ADVISORS LLC | History | No change | 13,888 | 617 | 0.52% | 0.52% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascent Group, LLC | History | No change | 13,747 | 611 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 13,693 | 608 | 0.16% | 0.16% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tribridge Partners Financial LLC | History | No change | 13,786 | 604 | 0.24% | 0.24% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 13,418 | 597 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 13,250 | 590 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MSH Capital Advisors LLC | History | No change | 13,235 | 588 | 0.1% | 0.1% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Procyon Advisors, LLC | History | No change | 12,948 | 575 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arkadios Wealth Advisors | History | No change | 12,853 | 571 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 12,855 | 571 | 0.11% | 0.11% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clarity Asset Management, Inc. | History | No change | 12,221 | 543 | 0.27% | 0.27% | 288 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 12,175 | 541 | 0.25% | 0.25% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 12,181 | 541 | 0.15% | 0.15% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VestGen Investment Management | History | No change | 12,001 | 533 | 0.28% | 0.28% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crewe Advisors LLC | History | No change | 11,971 | 532 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 11,903 | 529 | 0.13% | 0.13% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 11,433 | 524 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | No change | 11,549 | 512 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MRWM Advisors, LLC | History | No change | 11,515 | 512 | 0.21% | 0.21% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 11,342 | 504 | 0.06% | 0.06% | 297 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 11,319 | 503 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| United Advisor Group, LLC | History | No change | 11,314 | 503 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | No change | 11,025 | 490 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 11,033 | 490 | 0.33% | 0.33% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 10,987 | 488 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 10,948 | 486 | 0.26% | 0.26% | 303 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 10,890 | 484 | 0.05% | 0.05% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Platt Wealth Management LLC | History | No change | 10,884 | 484 | 0.39% | 0.39% | 305 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Balboa Wealth Partners | History | No change | 10,598 | 471 | 0.06% | 0.06% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Saxony Capital Management, LLC | History | No change | 10,586 | 470 | 0.22% | 0.22% | 307 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 10,511 | 468 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 10,288 | 457 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | No change | 10,179 | 452 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AWM CAPITAL, LLC | History | No change | 10,043 | 446 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trilogy Capital Inc. | History | No change | 9,967 | 443 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| HFG Advisors, Inc. | History | No change | 9,925 | 441 | 0.28% | 0.28% | 313 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 9,911 | 440 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 9,490 | 422 | 0.08% | 0.08% | 315 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rothschild Wealth LLC | History | No change | 9,404 | 418 | 0.03% | 0.03% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Professional Financial Advisors, LLC | History | No change | 9,320 | 414 | 0.07% | 0.07% | 317 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 9,262 | 411 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 9,087 | 404 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 9,057 | 402 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 8,910 | 396 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 8,841 | 393 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Intrua Financial, LLC | History | No change | 8,764 | 389 | 0.04% | 0.04% | 323 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,712 | 387 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 8,687 | 386 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McKinney Capital Management, LLC | History | No change | 8,696 | 386 | 0.15% | 0.15% | 326 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Detalus Advisors, LLC | History | No change | 8,416 | 374 | 0.07% | 0.07% | 327 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Millington Financial Advisors, LLC | History | No change | 8,500 | 374 | 0.15% | 0.15% | 328 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,302 | 369 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEE DANNER & BASS INC | History | No change | 8,075 | 359 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Convergence Financial, LLC | History | No change | 8,066 | 358 | 0.03% | 0.03% | 331 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northwest Financial Advisors | History | No change | 8,009 | 356 | 0.05% | 0.05% | 332 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 7,968 | 354 | 0.22% | 0.22% | 333 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Maridea Wealth Management LLC | History | No change | 7,842 | 348 | 0.04% | 0.04% | 334 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 7,808 | 347 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investmark Advisory Group LLC | History | No change | 7,733 | 343 | 0.13% | 0.13% | 336 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 7,698 | 342 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 7,589 | 341 | 0.1% | 0.1% | 338 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 7,520 | 334 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RiverFront Investment Group, LLC | History | No change | 7,487 | 333 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| National Wealth Management Group, LLC | History | No change | 7,283 | 323 | 0.1% | 0.1% | 341 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,189 | 319 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NavPoint Financial, Inc. | History | No change | 7,180 | 319 | 0.12% | 0.12% | 343 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 7,069 | 314 | 0.17% | 0.17% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 7,000 | 311 | 0.06% | 0.06% | 345 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 6,932 | 308 | 0.13% | 0.13% | 346 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,809 | 302 | 0.02% | 0.02% | 348 | -599 | -8.09% | Q3 2026 | Oct 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 6,788 | 302 | 0.03% | 0.04% | 347 | -217 | -3.1% | Q3 2026 | Oct 08, 2026 |
| Indie Asset Partners, LLC | History | No change | 6,689 | 297 | 0.28% | 0.28% | 349 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Facet Wealth, Inc. | History | No change | 6,677 | 296 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 6,637 | 295 | 0.06% | 0.06% | 351 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| XTX Topco Ltd | History | No change | 6,560 | 291 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Register Financial Advisors LLC | History | No change | 6,502 | 289 | 0.09% | 0.09% | 353 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hexagon Capital Partners LLC | History | No change | 6,470 | 287 | 0.04% | 0.04% | 354 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aprio Wealth Management, LLC | History | No change | 6,328 | 281 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Colonial River Investments, LLC | History | No change | 6,332 | 281 | 0.08% | 0.08% | 356 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 6,264 | 278 | 0.04% | 0.04% | 357 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mission Financial Group, LLC | History | No change | 6,136 | 272 | 0.23% | 0.23% | 358 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | No change | 6,105 | 271 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Management Associates, Inc. | History | No change | 6,056 | 269 | 0.07% | 0.07% | 360 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 6,039 | 268 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 5,976 | 265 | 0.04% | 0.04% | 362 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| January Capital Advisors LLC | History | No change | 5,958 | 265 | 0.22% | 0.22% | 363 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 5,962 | 265 | 0.03% | 0.03% | 364 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 5,978 | 265 | 0.11% | 0.11% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 5,948 | 264 | 0.06% | 0.06% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 5,860 | 260 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 5,674 | 252 | 0.02% | 0.02% | 368 | -375 | -6.2% | Q3 2026 | Oct 05, 2026 |
| Founders Financial Alliance, LLC | History | No change | 5,616 | 249 | 0.03% | 0.03% | 369 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avant Capital LLC | History | No change | 5,558 | 247 | 0.15% | 0.15% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 5,424 | 241 | 0.05% | 0.05% | 371 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 5,405 | 240 | 0.13% | 0.13% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FinDec Wealth Services, Inc. | History | No change | 5,410 | 240 | 0.28% | 0.28% | 373 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,336 | 237 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 5,251 | 233 | 0.05% | 0.05% | 375 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,202 | 231 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SFE Investment Counsel | History | No change | 5,207 | 231 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aspen Capital Management, LLC | History | No change | 5,207 | 231 | 0.05% | 0.05% | 378 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alta Wealth Advisors LLC | History | No change | 5,134 | 228 | 0.06% | 0.06% | 379 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 5,115 | 227 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 5,102 | 226 | 0.12% | 0.12% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 4,976 | 221 | 0.11% | 0.11% | 382 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 4,922 | 217 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 4,894 | 217 | 0.05% | 0.05% | 384 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 4,867 | 216 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equity Wealth Partners, LLC | History | No change | 4,807 | 213 | 0.08% | 0.08% | 386 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,775 | 212 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gradient Investments LLC | History | New | 4,764 | 211 | 0.0% | — | 388 | +4,764 | New | Q3 2026 | Oct 08, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 4,683 | 208 | 0.13% | 0.13% | 389 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hilltop Holdings Inc. | History | No change | 4,620 | 205 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 4,586 | 203 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Junk Investment Group, LLC | History | No change | 4,525 | 201 | 0.09% | 0.09% | 392 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,507 | 200 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | No change | 3,727 | 165 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | No change | 3,665 | 163 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 3,151 | 140 | 0.11% | 0.11% | 396 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 3,142 | 139 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,611 | 116 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Richardson Capital Management LLC | History | No change | 2,500 | 111 | 0.05% | 0.05% | 399 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Winch Advisory Services, LLC | History | No change | 2,348 | 104 | 0.02% | 0.02% | 400 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First PREMIER Bank | History | No change | 2,234 | 99 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,207 | 98 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Perspectives, Inc | History | No change | 2,214 | 98 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Miller Capital Partners, Inc. | History | No change | 2,140 | 95 | 0.04% | 0.04% | 404 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,007 | 89 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Colonial Trust Co / SC | History | No change | 1,897 | 84 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 1,822 | 81 | 0.04% | 0.04% | 407 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,630 | 72 | 0.03% | 0.03% | 408 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,606 | 71 | 0.0% | 0.0% | 409 | +76 | 4.97% | Q3 2026 | Oct 08, 2026 |
| BAYBAN | History | No change | 1,585 | 70 | 0.05% | 0.05% | 410 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,384 | 61 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,325 | 58 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,070 | 47 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,062 | 47 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 1,034 | 45 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 912 | 40 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 917 | 40 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trust Co | History | Reduced | 840 | 37 | 0.0% | 0.0% | 418 | -10 | -1.18% | Q3 2026 | Oct 09, 2026 |
| MCF Advisors LLC | History | No change | 821 | 36 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 642 | 28 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pflug Koory, LLC | History | No change | 626 | 27 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VANGUARD ADVISERS INC | History | No change | 597 | 26 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 503 | 22 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Westside Investment Management, Inc. | History | No change | 450 | 20 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 432 | 19 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 409 | 18 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 373 | 16 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Reduced | 333 | 15 | 0.0% | 0.0% | 429 | -46 | -12.14% | Q3 2026 | Oct 02, 2026 |
| North Star Investment Management Corp. | History | No change | 350 | 15 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dunhill Financial, LLC | History | No change | 334 | 14 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 306 | 13 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Harborfront Financial Group LLC | History | No change | 314 | 13 | 0.05% | 0.05% | 432 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 285 | 12 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 250 | 11 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 186 | 8 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 152 | 6 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Key FInancial Inc | History | No change | 90 | 4 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StrongBox Wealth, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MidFirst Bank | History | No change | 75 | 3 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 38 | 1 | 0.0% | 0.0% | 441 | -345 | -90.08% | Q3 2026 | Oct 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |