BlackRock ETF Trust - DYNF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 113,045,712 | 7,688,235 | 1.81% | 1.81% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 48,787,074 | 3,318,008 | 0.75% | 0.75% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Command Advisory Services, Inc. | History | No change | 29,895,099 | 2,033,165 | 12.09% | 12.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 23,992,247 | 1,631,712 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 23,668,393 | 1,596,196 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 19,225,934 | 1,307,555 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 16,214,480 | 1,102,741 | 0.22% | 0.22% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 15,169,385 | 1,031,669 | 0.55% | 0.55% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,731,867 | 865,894 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 11,684,774 | 794,681 | 5.91% | 5.91% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,131,187 | 621,012 | 1.27% | 1.27% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,352,926 | 568,082 | 0.15% | 0.15% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 7,874,124 | 535,519 | 0.49% | 0.49% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 7,687,097 | 522,799 | 3.26% | 3.26% | 14 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,665,461 | 453,318 | 2.17% | 2.17% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 6,481,606 | 440,814 | 6.77% | 6.77% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,677,609 | 386,134 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,912,649 | 334,109 | 0.42% | 0.42% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | No change | 4,521,035 | 307,475 | 1.88% | 1.88% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,366,134 | 296,940 | 0.88% | 0.88% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,364,364 | 296,820 | 0.57% | 0.57% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,957,034 | 269,117 | 2.27% | 2.27% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,872,962 | 263,465 | 0.31% | 0.31% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOFI WEALTH, LLC | History | No change | 3,791,928 | 257,889 | 10.38% | 10.38% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,743,858 | 254,619 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,601,913 | 244,965 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 3,574,841 | 243,124 | 2.89% | 2.89% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,090,804 | 204,549 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,970,337 | 202,012 | 2.08% | 2.08% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 2,961,917 | 201,439 | 1.34% | 1.34% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,771,211 | 188,469 | 0.16% | 0.16% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,669,958 | 181,583 | 0.84% | 0.84% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,561,010 | 174,173 | 1.04% | 1.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JB Capital LLC | History | No change | 2,526,004 | 171,793 | 5.95% | 5.95% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 2,226,279 | 151,409 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 2,216,869 | 150,769 | 2.3% | 2.3% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 2,155,320 | 146,583 | 0.22% | 0.22% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 2,147,451 | 146,048 | 16.06% | 16.06% | 38 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,955,651 | 132,840 | 0.22% | 0.22% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,944,759 | 132,263 | 1.33% | 1.33% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,829,101 | 124,459 | 0.69% | 0.69% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,769,371 | 120,334 | 0.79% | 0.79% | 42 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ASSETMARK, INC | History | No change | 1,663,733 | 113,150 | 0.19% | 0.19% | 43 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 1,478,143 | 100,528 | 3.65% | 3.65% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,451,696 | 98,779 | 0.31% | 0.31% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,366,281 | 92,921 | 0.21% | 0.21% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 1,365,967 | 92,899 | 0.43% | 0.43% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 1,341,644 | 91,244 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,286,834 | 87,517 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,281,560 | 87,158 | 1.85% | 1.85% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 1,272,182 | 86,521 | 0.98% | 0.98% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 1,186,443 | 80,689 | 0.37% | 0.37% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | No change | 1,114,211 | 75,777 | 0.76% | 0.76% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ascent Group, LLC | History | No change | 1,111,944 | 75,623 | 2.26% | 2.26% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 1,109,688 | 75,469 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EASTERN BANK | History | Added to | 1,084,867 | 75,137 | 1.14% | 1.07% | 56 | +60,161 | 5.87% | Q3 2026 | Oct 05, 2026 |
| Stratos Investment Management, LLC | History | No change | 1,098,761 | 74,726 | 2.7% | 2.7% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 1,043,867 | 70,993 | 3.51% | 3.51% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 1,010,013 | 68,690 | 6.84% | 6.84% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,005,732 | 68,399 | 1.48% | 1.48% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 996,280 | 67,757 | 4.08% | 4.08% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 993,630 | 67,576 | 15.6% | 15.6% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 935,568 | 63,627 | 0.21% | 0.21% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 899,028 | 61,142 | 1.01% | 1.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TSFG, LLC | History | No change | 898,053 | 61,077 | 7.69% | 7.69% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| High Probability Advisors, LLC | History | No change | 881,484 | 59,949 | 6.41% | 6.41% | 66 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Shepherd Financial Partners LLC | History | No change | 864,111 | 58,768 | 4.83% | 4.83% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 824,650 | 56,084 | 0.53% | 0.53% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 805,223 | 54,763 | 6.04% | 6.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 803,921 | 54,674 | 7.7% | 7.7% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triad Wealth Partners, LLC | History | No change | 798,464 | 54,574 | 3.22% | 3.22% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 797,304 | 54,395 | 0.22% | 0.22% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MA Private Wealth | History | No change | 791,623 | 53,838 | 8.02% | 8.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Embree Financial Group | History | No change | 771,583 | 52,475 | 5.25% | 5.25% | 74 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BARINGS LLC | History | No change | 765,431 | 52,056 | 0.92% | 0.92% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 763,636 | 51,934 | 0.27% | 0.27% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 757,373 | 51,508 | 0.99% | 0.99% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sharkey, Howes & Javer | History | No change | 749,348 | 50,963 | 6.15% | 6.15% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CFO4Life Group, LLC | History | No change | 727,641 | 49,486 | 6.66% | 6.66% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 716,491 | 48,728 | 0.98% | 0.98% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 692,851 | 47,120 | 4.28% | 4.28% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SPINNAKER TRUST | History | No change | 682,844 | 46,440 | 2.25% | 2.25% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| West Wealth Group, LLC | History | No change | 676,626 | 46,017 | 7.53% | 7.53% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 672,554 | 45,740 | 3.83% | 3.83% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 664,010 | 45,159 | 1.29% | 1.29% | 85 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 645,914 | 44,735 | 7.72% | 6.99% | 86 | +12,880 | 2.03% | Q3 2026 | Oct 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 634,151 | 43,921 | 0.31% | 0.33% | 87 | +10,819 | 1.74% | Q3 2026 | Oct 08, 2026 |
| Scarborough Advisors, LLC | History | No change | 657,439 | 43,812 | 5.03% | 5.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 631,465 | 42,633 | 5.61% | 5.61% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Macro Advisors, Inc. | History | No change | 620,781 | 42,219 | 13.46% | 13.46% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 619,141 | 42,107 | 0.5% | 0.5% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCMORGAN & CO LLC | History | No change | 600,654 | 40,850 | 6.15% | 6.15% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQ LLC | History | No change | 599,790 | 40,791 | 10.02% | 10.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stone House Investment Management, LLC | History | No change | 590,312 | 40,147 | 5.34% | 5.34% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 584,555 | 39,755 | 1.5% | 1.5% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 579,581 | 39,417 | 0.3% | 0.3% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 574,745 | 39,088 | 0.62% | 0.62% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 571,057 | 38,837 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group | History | No change | 566,968 | 38,559 | 2.29% | 2.29% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GeoWealth Management, LLC | History | No change | 560,438 | 38,115 | 1.2% | 1.2% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 559,274 | 38,036 | 0.58% | 0.58% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Weil Company, Inc. | History | No change | 559,021 | 38,019 | 6.7% | 6.7% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 555,983 | 37,812 | 0.32% | 0.32% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | No change | 552,168 | 37,553 | 0.87% | 0.87% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL PLC | History | No change | 547,900 | 37,262 | 0.2% | 0.2% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 543,366 | 36,954 | 1.16% | 1.16% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Frisch Financial Group, Inc. | History | No change | 535,996 | 36,453 | 6.25% | 6.25% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 532,715 | 36,229 | 4.61% | 4.61% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avid Wealth Partners LLC | History | No change | 528,692 | 35,956 | 17.41% | 17.41% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 533,175 | 35,792 | 2.39% | 2.39% | 110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SteelPeak Wealth, LLC | History | No change | 507,775 | 34,533 | 0.89% | 0.89% | 111 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 503,832 | 34,265 | 3.99% | 3.99% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 486,949 | 33,726 | 3.34% | 3.23% | 113 | -2,808 | -0.57% | Q3 2026 | Oct 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 481,587 | 32,752 | 0.39% | 0.39% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vertex Planning Partners, LLC | History | No change | 478,583 | 32,548 | 4.83% | 4.83% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | No change | 459,902 | 31,277 | 3.45% | 3.45% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 459,161 | 31,227 | 17.85% | 17.85% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | No change | 458,632 | 31,191 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 454,810 | 30,931 | 3.69% | 3.69% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Group Ltd | History | Added to | 439,142 | 30,726 | 5.69% | 5.53% | 120 | +14,098 | 3.32% | Q3 2026 | Oct 07, 2026 |
| KWB Wealth | History | No change | 448,242 | 30,484 | 2.61% | 2.61% | 121 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PAX Financial Group, LLC | History | No change | 447,980 | 30,467 | 4.53% | 4.53% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Presidio Capital Management, LLC | History | No change | 445,207 | 30,278 | 7.57% | 7.57% | 123 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 443,571 | 30,167 | 3.0% | 3.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Detalus Advisors, LLC | History | No change | 440,877 | 29,984 | 5.84% | 5.84% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 431,577 | 29,351 | 2.63% | 2.63% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Wealth Services, LLC | History | No change | 430,577 | 29,283 | 3.59% | 3.59% | 127 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bishop & Co Investment Management, LLC | History | No change | 430,033 | 29,246 | 9.0% | 9.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stonebrook Private Inc. | History | No change | 427,221 | 29,055 | 5.3% | 5.3% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 496,452 | 28,888 | 3.61% | 3.61% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 421,743 | 28,682 | 8.99% | 8.99% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Enhancement Group LLC | History | Added to | 402,793 | 28,364 | 3.26% | 3.08% | 132 | +23,567 | 6.21% | Q3 2026 | Oct 08, 2026 |
| Madrona Financial Services, LLC | History | No change | 417,008 | 28,360 | 5.23% | 5.23% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 414,681 | 28,202 | 1.45% | 1.45% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Security Financial Services, INC. | History | No change | 413,086 | 28,094 | 3.9% | 3.9% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 409,297 | 27,859 | 2.81% | 2.81% | 136 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Trek Financial, LLC | History | No change | 409,352 | 27,840 | 1.38% | 1.38% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 401,142 | 27,281 | 1.36% | 1.36% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 400,742 | 27,254 | 2.49% | 2.49% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 393,342 | 27,242 | 4.99% | 4.86% | 140 | +16,012 | 4.24% | Q3 2026 | Oct 01, 2026 |
| Tull Financial Group, Inc. | History | No change | 400,483 | 27,236 | 10.66% | 10.66% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mason & Associates, LLC | History | No change | 386,862 | 26,310 | 5.47% | 5.47% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NorthRock Partners, LLC | History | No change | 383,502 | 26,081 | 0.38% | 0.38% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Royal Harbor Partners, LLC | History | No change | 382,096 | 25,986 | 8.05% | 8.05% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Financial Services | History | No change | 381,483 | 25,944 | 6.68% | 6.68% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EWA, LLC | History | No change | 381,258 | 25,929 | 4.73% | 4.73% | 146 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 379,750 | 25,826 | 3.27% | 3.27% | 147 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ancora Advisors LLC | History | No change | 378,208 | 25,721 | 0.5% | 0.5% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 377,715 | 25,688 | 2.33% | 2.33% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brookstone Capital Management | History | No change | 376,878 | 25,631 | 0.26% | 0.26% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elevated Financial Group LLC | History | No change | 376,260 | 25,589 | 7.01% | 7.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 373,023 | 25,369 | 0.28% | 0.28% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | No change | 369,197 | 25,109 | 0.29% | 0.29% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 364,029 | 24,757 | 2.16% | 2.16% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tradition Wealth Management, LLC | History | No change | 359,593 | 24,455 | 1.5% | 1.5% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 364,895 | 24,451 | 0.41% | 0.41% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 364,895 | 24,451 | 0.41% | 0.41% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 357,136 | 24,288 | 4.67% | 4.67% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kelly Financial Services LLC | History | No change | 356,559 | 24,249 | 5.19% | 5.19% | 159 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kilter Group LLC | History | No change | 355,152 | 24,153 | 8.75% | 8.75% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 352,386 | 23,965 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 350,439 | 23,833 | 4.72% | 4.72% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 341,241 | 23,634 | 2.48% | 2.27% | 163 | +12,484 | 3.8% | Q3 2026 | Oct 05, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 345,752 | 23,514 | 9.55% | 9.55% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 335,432 | 23,470 | 9.54% | 9.14% | 165 | -4,248 | -1.25% | Q3 2026 | Oct 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 340,681 | 23,213 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SWMG, LLC | History | No change | 337,488 | 22,962 | 5.41% | 5.41% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 337,355 | 22,943 | 0.28% | 0.28% | 168 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 334,511 | 22,750 | 1.51% | 1.51% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apeiron RIA LLC | History | Added to | 322,483 | 22,409 | 5.09% | 4.38% | 170 | +71,651 | 28.57% | Q3 2026 | Oct 08, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 326,119 | 22,179 | 2.63% | 2.63% | 171 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 325,210 | 22,117 | 1.57% | 1.57% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Able Wealth Management LLC | History | No change | 324,066 | 22,039 | 5.06% | 5.06% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 320,158 | 21,773 | 2.93% | 2.93% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 318,972 | 21,693 | 0.45% | 0.45% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 318,713 | 21,675 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Storen Legacy Partners, LLC | History | No change | 314,290 | 21,374 | 5.83% | 5.83% | 177 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Legacy Financial Group LLC | History | No change | 308,358 | 20,971 | 2.36% | 2.36% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 306,406 | 20,838 | 5.92% | 5.92% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 305,402 | 20,770 | 8.52% | 8.52% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 301,711 | 20,519 | 6.45% | 6.45% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JT Stratford LLC | History | No change | 299,269 | 20,353 | 2.23% | 2.23% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 298,072 | 20,271 | 0.59% | 0.59% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Regal Investment Advisors LLC | History | No change | 296,824 | 20,187 | 1.05% | 1.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ONE Advisory Partners, LLC | History | No change | 295,928 | 20,126 | 5.48% | 5.48% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Shira Ridge Wealth Management | History | Added to | 289,865 | 20,076 | 6.98% | 6.65% | 186 | +9,695 | 3.46% | Q3 2026 | Oct 08, 2026 |
| Rothschild Wealth LLC | History | No change | 295,017 | 20,064 | 1.6% | 1.6% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 294,629 | 20,037 | 0.3% | 0.3% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | No change | 301,511 | 19,791 | 1.47% | 1.47% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Simplicity Wealth,LLC | History | No change | 290,863 | 19,781 | 0.67% | 0.67% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TSA Wealth Managment LLC | History | No change | 287,898 | 19,579 | 5.54% | 5.54% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HEMMING& WEALTH MANAGEMENT, INC. | History | No change | 287,787 | 19,572 | 11.91% | 11.91% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 284,713 | 19,363 | 0.36% | 0.36% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 279,819 | 19,030 | 0.23% | 0.23% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stokes Family Office, LLC | History | No change | 278,969 | 18,972 | 2.21% | 2.21% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 278,176 | 18,918 | 4.29% | 4.29% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RFG Advisory, LLC | History | No change | 271,192 | 18,443 | 0.29% | 0.29% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Landing Point Financial Group, LLC | History | No change | 270,950 | 18,427 | 6.26% | 6.26% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 4J Wealth Management LLC | History | No change | 265,350 | 18,046 | 8.85% | 8.85% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 264,314 | 17,975 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 263,624 | 17,929 | 0.34% | 0.34% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 263,317 | 17,908 | 4.33% | 4.33% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 261,472 | 17,782 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | No change | 260,533 | 17,718 | 1.86% | 1.86% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Waverly Advisors, LLC | History | No change | 254,870 | 17,333 | 0.1% | 0.1% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 253,037 | 17,209 | 4.9% | 4.9% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Capital Management, LLC | History | No change | 252,353 | 17,162 | 2.51% | 2.51% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NorthCoast Asset Management LLC | History | No change | 247,973 | 16,864 | 0.37% | 0.37% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 244,847 | 16,652 | 2.81% | 2.81% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 241,924 | 16,453 | 1.69% | 1.69% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Snowden Capital Advisors LLC | History | No change | 241,077 | 16,395 | 0.39% | 0.39% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 240,463 | 16,353 | 0.06% | 0.06% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 236,977 | 16,116 | 0.17% | 0.17% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 236,828 | 16,106 | 4.57% | 4.57% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fortitude Financial, LLC | History | No change | 235,866 | 16,041 | 14.41% | 14.41% | 215 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Skyline Advisors, Inc. | History | No change | 234,552 | 15,951 | 5.01% | 5.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Invst, LLC | History | No change | 234,272 | 15,932 | 1.55% | 1.55% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 230,118 | 15,650 | 0.44% | 0.44% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| World Investment Advisors | History | No change | 235,307 | 15,530 | 0.26% | 0.26% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 227,439 | 15,468 | 3.57% | 3.57% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BCGM Wealth Management, LLC | History | No change | 224,827 | 15,290 | 3.23% | 3.23% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Joseph Group Capital Management | History | No change | 223,451 | 15,196 | 3.19% | 3.19% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 222,462 | 15,129 | 4.26% | 4.26% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VestGen Advisors, LLC | History | No change | 221,601 | 15,071 | 0.44% | 0.44% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 221,404 | 15,057 | 2.99% | 2.99% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 220,362 | 14,986 | 3.64% | 3.64% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial Group, Inc. | History | No change | 219,096 | 14,900 | 6.44% | 6.44% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 215,984 | 14,689 | 9.31% | 9.31% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 211,650 | 14,394 | 3.01% | 3.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gen-Wealth Partners Inc | History | No change | 210,007 | 14,282 | 3.97% | 3.97% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 207,045 | 14,081 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Management, LLC | History | No change | 206,282 | 14,029 | 4.79% | 4.79% | 232 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ADE, LLC | History | No change | 205,621 | 13,984 | 5.91% | 5.91% | 233 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crown Wealth Group, LLC | History | No change | 204,467 | 13,905 | 3.54% | 3.54% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthShield Partners, LLC | History | No change | 203,122 | 13,814 | 2.11% | 2.11% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 198,214 | 13,728 | 4.8% | 4.76% | 236 | +957 | 0.49% | Q3 2026 | Oct 08, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 199,540 | 13,570 | 1.17% | 1.17% | 237 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 194,621 | 13,236 | 3.0% | 3.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steelhead Wealth Management LLC | History | No change | 189,809 | 12,908 | 5.2% | 5.2% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | No change | 187,176 | 12,729 | 8.63% | 8.63% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Csenge Advisory Group | History | No change | 186,007 | 12,650 | 0.51% | 0.51% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 185,391 | 12,608 | 0.17% | 0.17% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 180,695 | 12,514 | 2.45% | 2.51% | 243 | +7,162 | 4.13% | Q3 2026 | Oct 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 179,962 | 12,464 | 0.36% | 0.35% | 244 | +7,088 | 4.1% | Q3 2026 | Oct 08, 2026 |
| Hobbs Wealth Management, LLC | History | No change | 182,880 | 12,437 | 10.51% | 10.51% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 182,824 | 12,433 | 2.78% | 2.78% | 246 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advyzon Investment Management, LLC | History | No change | 181,216 | 12,324 | 0.89% | 0.89% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 181,023 | 12,311 | 0.74% | 0.74% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Financial Network, Inc. | History | No change | 179,726 | 12,223 | 0.38% | 0.38% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFG Advisory, LLC | History | No change | 179,150 | 12,184 | 0.43% | 0.43% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 178,798 | 12,160 | 0.22% | 0.22% | 251 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| May Hill Capital, LLC | History | No change | 178,687 | 12,152 | 2.54% | 2.54% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 177,387 | 12,064 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Summit Financial, LLC | History | No change | 176,715 | 12,018 | 0.13% | 0.13% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 176,465 | 12,001 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 173,173 | 11,993 | 0.3% | 0.3% | 256 | +4,552 | 2.7% | Q3 2026 | Oct 07, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 174,989 | 11,901 | 3.35% | 3.35% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 173,804 | 11,820 | 0.13% | 0.13% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 171,720 | 11,678 | 0.18% | 0.18% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Peak Wealth Management LLC | History | No change | 170,930 | 11,624 | 8.16% | 8.16% | 260 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Selby Wealth Management, LLC | History | No change | 169,628 | 11,536 | 4.09% | 4.09% | 261 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Baird Financial Group, Inc. | History | No change | 167,601 | 11,398 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cobblestone Asset Management LLC | History | No change | 167,493 | 11,391 | 4.75% | 4.75% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 167,445 | 11,387 | 0.21% | 0.21% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 166,925 | 11,352 | 0.21% | 0.21% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vigilare Wealth Management | History | No change | 166,618 | 11,331 | 3.47% | 3.47% | 266 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WCG Wealth Advisors LLC | History | No change | 163,238 | 11,101 | 0.26% | 0.26% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goodman Advisory Group, LLC | History | No change | 163,066 | 11,090 | 2.55% | 2.55% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 161,919 | 11,012 | 2.59% | 2.59% | 269 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Blue Edge Capital, LLC | History | No change | 161,885 | 11,009 | 1.32% | 1.32% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FCG Investment Co | History | No change | 161,038 | 10,952 | 3.79% | 3.79% | 271 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Town Capital LLC | History | No change | 160,171 | 10,893 | 6.91% | 6.91% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hoese & Co LLP | History | No change | 160,002 | 10,881 | 7.07% | 7.07% | 273 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prospera Financial Services Inc | History | No change | 158,394 | 10,773 | 0.16% | 0.16% | 274 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITIGROUP INC | History | No change | 158,321 | 10,767 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| M1 Capital Management LLC | History | No change | 157,812 | 10,732 | 3.96% | 3.96% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 157,317 | 10,699 | 6.03% | 6.03% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 156,963 | 10,675 | 1.05% | 1.05% | 278 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 155,815 | 10,596 | 3.13% | 3.13% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 151,810 | 10,324 | 6.17% | 6.17% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maia Wealth LLC | History | No change | 151,327 | 10,291 | 1.52% | 1.52% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keebeck Wealth Management | History | No change | 151,161 | 10,280 | 1.0% | 1.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| A4 Wealth Advisors LLC | History | No change | 149,860 | 10,191 | 6.76% | 6.76% | 283 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 173,151 | 10,073 | 5.73% | 5.73% | 284 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SkyOak Wealth, LLC | History | No change | 147,220 | 10,012 | 1.64% | 1.64% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kovack Advisors, Inc. | History | No change | 147,859 | 9,998 | 0.48% | 0.48% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rochester Wealth Strategies, LLC | History | No change | 146,619 | 9,971 | 5.52% | 5.52% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Alternative Investment Advisors, LLC. | History | No change | 146,582 | 9,969 | 3.79% | 3.79% | 288 | 0 | 0.0% | Q2 2026 | Aug 31, 2026 |
| Founders Financial Alliance, LLC | History | No change | 146,083 | 9,935 | 1.32% | 1.32% | 289 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 144,736 | 9,843 | 2.51% | 2.51% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 143,682 | 9,771 | 6.84% | 6.84% | 291 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 139,404 | 9,655 | 0.64% | 0.62% | 292 | -1,590 | -1.13% | Q3 2026 | Oct 08, 2026 |
| SWP FINANCIAL LLC | History | No change | 141,250 | 9,606 | 4.44% | 4.44% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Annex Advisory Services, LLC | History | No change | 141,133 | 9,598 | 0.16% | 0.16% | 294 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Balefire, LLC | History | Added to | 138,534 | 9,594 | 1.51% | 1.02% | 295 | +46,808 | 51.03% | Q3 2026 | Oct 09, 2026 |
| Daviman Financial, LLC | History | No change | 140,914 | 9,583 | 5.29% | 5.29% | 296 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 140,601 | 9,562 | 0.13% | 0.13% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Finhabits Advisors LLC | History | No change | 140,398 | 9,548 | 8.03% | 8.03% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 139,624 | 9,495 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 137,720 | 9,366 | 6.0% | 6.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |