EA Series Trust - FRDM
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.
Details.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Retirement Planning Group, LLC | History | No change | 2,644,118 | 192,756 | 4.9% | 4.9% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,390,390 | 174,259 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,065,792 | 150,596 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 1,563,268 | 113,962 | 8.43% | 8.43% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 1,085,086 | 79,102 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ellevest, Inc. | History | No change | 1,003,101 | 73,126 | 8.62% | 8.62% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 808,250 | 58,921 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 795,880 | 58,019 | 4.93% | 4.93% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 787,203 | 57,387 | 3.2% | 3.2% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 737,550 | 53,767 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 664,025 | 48,407 | 0.33% | 0.33% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 610,225 | 44,520 | 2.5% | 2.5% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 586,334 | 42,743 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Coyle Financial Counsel LLC | History | No change | 576,703 | 42,041 | 7.67% | 7.67% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heck Capital Advisors, LLC | History | No change | 555,714 | 40,582 | 2.42% | 2.42% | 15 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HighTower Advisors, LLC | History | No change | 519,693 | 37,885 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 477,013 | 34,774 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 446,030 | 32,516 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kathmere Capital Management, LLC | History | No change | 445,746 | 32,494 | 1.72% | 1.72% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 411,418 | 29,992 | 6.95% | 6.95% | 20 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 394,487 | 28,758 | 3.51% | 3.51% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 343,724 | 25,057 | 0.16% | 0.16% | 22 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 323,223 | 23,562 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 307,898 | 22,445 | 1.43% | 1.43% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAYPORT, LLC | History | No change | 306,597 | 22,350 | 3.47% | 3.47% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 319,257 | 22,335 | 1.49% | 1.58% | 26 | -15,959 | -4.76% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 294,226 | 21,213 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Ion Advisors, LLC | History | No change | 288,109 | 21,003 | 1.81% | 1.81% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 280,904 | 20,478 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 278,890 | 20,331 | 3.01% | 3.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 276,841 | 20,181 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invst, LLC | History | No change | 246,488 | 17,968 | 1.75% | 1.75% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yardley Wealth Management LLC | History | No change | 242,657 | 17,689 | 8.04% | 8.04% | 33 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 242,154 | 17,653 | 3.33% | 3.33% | 34 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| High Note Wealth, LLC | History | No change | 241,141 | 17,579 | 3.0% | 3.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENZI WEALTH | History | No change | 249,495 | 16,978 | 5.38% | 5.38% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Permanens Capital L.P. | History | No change | 219,058 | 16,041 | 1.65% | 1.65% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 208,524 | 15,201 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 208,400 | 15,198 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 211,409 | 14,790 | 2.55% | 2.56% | 40 | -5,295 | -2.44% | Q3 2026 | Oct 09, 2026 |
| WCG Wealth Advisors LLC | History | No change | 197,396 | 14,390 | 0.34% | 0.34% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 194,857 | 14,205 | 1.6% | 1.6% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 182,016 | 13,268 | 0.71% | 0.71% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 180,075 | 13,127 | 0.66% | 0.66% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 183,448 | 12,834 | 7.35% | 7.87% | 45 | -1,177 | -0.64% | Q3 2026 | Oct 08, 2026 |
| MGO ONE SEVEN LLC | History | No change | 175,105 | 12,765 | 0.21% | 0.21% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 173,796 | 12,670 | 0.2% | 0.2% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | No change | 170,469 | 12,427 | 2.27% | 2.27% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | No change | 169,457 | 12,353 | 0.18% | 0.18% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pearl Planning LLC | History | No change | 169,045 | 12,323 | 5.67% | 5.67% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 162,615 | 11,854 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 158,675 | 11,618 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 158,046 | 11,522 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Members Advisory Group LLC | History | No change | 156,601 | 11,416 | 3.19% | 3.19% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 155,983 | 11,372 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lumbard & Kellner, LLC | History | No change | 153,636 | 11,200 | 3.4% | 3.4% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 161,771 | 10,785 | 2.83% | 2.83% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 139,964 | 10,203 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Management Systems Inc. | History | No change | 139,632 | 10,179 | 2.08% | 2.08% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 141,166 | 9,875 | 2.22% | 2.38% | 60 | -3,737 | -2.58% | Q3 2026 | Oct 08, 2026 |
| TABLEAUX LLC | History | No change | 133,577 | 9,737 | 4.1% | 4.1% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Watchman Group, Inc. | History | No change | 125,414 | 9,142 | 2.04% | 2.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 122,555 | 8,934 | 0.91% | 0.91% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 120,570 | 8,789 | 0.23% | 0.23% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 120,124 | 8,757 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lansing Street Advisors | History | No change | 116,211 | 8,510 | 1.8% | 1.8% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 116,318 | 8,479 | 3.7% | 3.7% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 113,782 | 8,294 | 3.19% | 3.19% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| United Advisor Group, LLC | History | No change | 112,952 | 8,234 | 0.87% | 0.87% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 112,899 | 8,230 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 112,566 | 8,206 | 0.17% | 0.17% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wright Wealth LLC | History | No change | 112,571 | 8,206 | 4.93% | 4.93% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 111,150 | 8,102 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Trademark Financial Management, LLC | History | No change | 109,058 | 7,950 | 3.26% | 3.26% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 106,063 | 7,731 | 4.81% | 4.81% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 105,613 | 7,699 | 5.2% | 5.2% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 103,822 | 7,568 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 115,401 | 7,464 | 0.72% | 0.72% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Peak Planning Group, LLC | History | No change | 102,201 | 7,450 | 1.68% | 1.68% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Womack Financial LLC | History | No change | 101,183 | 7,376 | 4.88% | 4.88% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 100,378 | 7,317 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | No change | 99,514 | 7,254 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | No change | 95,127 | 6,934 | 0.15% | 0.15% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 93,657 | 6,827 | 0.92% | 0.92% | 84 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avid Wealth Partners LLC | History | No change | 92,884 | 6,772 | 3.28% | 3.28% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stokes Family Office, LLC | History | No change | 91,263 | 6,653 | 0.78% | 0.78% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ferguson Shapiro LLC | History | No change | 87,512 | 6,379 | 1.87% | 1.87% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 85,415 | 6,226 | 2.88% | 2.88% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 85,123 | 6,205 | 1.26% | 1.26% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 82,930 | 6,045 | 0.1% | 0.1% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 82,719 | 6,030 | 1.39% | 1.39% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sunrise Financial Services, LLC | History | No change | 82,066 | 5,982 | 3.55% | 3.55% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 85,499 | 5,740 | 0.71% | 0.71% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 81,863 | 5,710 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 73,717 | 5,373 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Piedmont Capital Management, LLC | History | No change | 75,263 | 5,255 | 2.65% | 2.65% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 71,505 | 5,212 | 0.2% | 0.2% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oath Planning, LLC | History | No change | 69,913 | 5,096 | 3.78% | 3.78% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 63,574 | 4,556 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 62,077 | 4,525 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meridian Wealth Management, LLC | History | No change | 60,688 | 4,424 | 0.14% | 0.14% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 59,857 | 4,363 | 2.7% | 2.7% | 102 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 59,836 | 4,362 | 0.41% | 0.41% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 59,649 | 4,348 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 55,646 | 4,056 | 0.49% | 0.49% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 55,000 | 4,009 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 54,009 | 3,955 | 0.8% | 0.8% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 53,409 | 3,893 | 0.77% | 0.77% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allen Capital Group, LLC | History | No change | 52,808 | 3,849 | 0.31% | 0.31% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lunt Capital Management, Inc. | History | No change | 52,208 | 3,805 | 1.4% | 1.4% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Moors & Cabot, Inc. | History | No change | 52,036 | 3,793 | 0.15% | 0.15% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SeedSafe Financial LLC | History | No change | 51,754 | 3,770 | 2.71% | 2.71% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 49,236 | 3,589 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 47,678 | 3,475 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Visionary Wealth Advisors | History | No change | 46,940 | 3,421 | 0.14% | 0.14% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 46,045 | 3,363 | 1.2% | 1.2% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equity Wealth Partners, LLC | History | No change | 46,127 | 3,362 | 1.21% | 1.21% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 45,621 | 3,325 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial Guidance Group, Inc. | History | No change | 45,200 | 3,295 | 1.23% | 1.23% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 44,475 | 3,256 | 0.15% | 0.15% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Xena Financial Planning, LLC | History | No change | 43,748 | 3,189 | 3.06% | 3.06% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 46,237 | 3,145 | 2.05% | 2.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 43,009 | 3,135 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Brookstone Capital Management | History | No change | 42,909 | 3,128 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clarity Asset Management, Inc. | History | No change | 40,158 | 2,927 | 1.44% | 1.44% | 125 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ethos Financial Group, LLC | History | No change | 47,451 | 2,906 | 0.19% | 0.19% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 39,223 | 2,859 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tailwinds Wealth, LLC | History | No change | 38,706 | 2,821 | 1.67% | 1.67% | 128 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 38,591 | 2,813 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 36,907 | 2,690 | 0.18% | 0.18% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global View Capital Management LLC | History | No change | 36,297 | 2,646 | 0.55% | 0.55% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lord & Richards Wealth Management, LLC | History | No change | 35,078 | 2,557 | 2.0% | 2.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Modern Wealth Management, LLC | History | No change | 35,055 | 2,555 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLG LLC | History | No change | 34,655 | 2,526 | 0.55% | 0.55% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kensington Asset Management, LLC | History | No change | 33,316 | 2,428 | 0.13% | 0.13% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SouthState Bank Corp | History | No change | 32,240 | 2,350 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Belpointe Asset Management LLC | History | No change | 32,171 | 2,345 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 31,250 | 2,278 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 30,085 | 2,193 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 30,069 | 2,192 | 1.48% | 1.48% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 30,051 | 2,190 | 0.65% | 0.65% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 29,315 | 2,137 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GERBER, LLC | History | No change | 29,022 | 2,115 | 0.99% | 0.99% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ares Financial Consulting, LLC | History | No change | 28,953 | 2,110 | 1.51% | 1.51% | 144 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 28,790 | 2,098 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SteelPeak Wealth, LLC | History | No change | 27,389 | 2,005 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bravias Capital Group, LLC | History | No change | 27,121 | 1,977 | 1.17% | 1.17% | 147 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Patten Group, Inc. | History | No change | 26,654 | 1,943 | 0.3% | 0.3% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 26,602 | 1,939 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 26,458 | 1,934 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 26,133 | 1,905 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 24,543 | 1,797 | 0.12% | 0.12% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 24,435 | 1,781 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 23,400 | 1,705 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 23,286 | 1,697 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 21,929 | 1,598 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 21,732 | 1,584 | 0.16% | 0.16% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MATHER GROUP, LLC. | History | No change | 21,469 | 1,565 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 21,335 | 1,555 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 20,852 | 1,520 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 20,058 | 1,468 | 1.24% | 1.24% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 19,901 | 1,450 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 19,782 | 1,442 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plan Group Financial, LLC | History | No change | 18,407 | 1,341 | 0.28% | 0.28% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prism Advisors, Inc. | History | Reduced | 18,213 | 1,252 | 0.31% | 0.39% | 165 | -3,893 | -17.61% | Q3 2026 | Oct 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 16,724 | 1,219 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 15,885 | 1,158 | 0.9% | 0.9% | 167 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Legend Financial Advisors, Inc. | History | No change | 15,817 | 1,153 | 0.66% | 0.66% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 15,170 | 1,105 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 14,996 | 1,093 | 0.43% | 0.43% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 14,894 | 1,085 | 0.7% | 0.7% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Magnus Financial Group LLC | History | No change | 14,785 | 1,077 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 14,589 | 1,063 | 0.32% | 0.32% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | No change | 14,193 | 1,034 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mendel Money Management | History | No change | 14,118 | 1,029 | 0.38% | 0.38% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fermata Advisors, LLC | History | No change | 13,006 | 948 | 0.19% | 0.19% | 176 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,795 | 936 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innova Wealth Partners | History | No change | 12,438 | 906 | 0.37% | 0.37% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 12,199 | 889 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advyzon Investment Management, LLC | History | No change | 11,908 | 868 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Square, LLC | History | No change | 12,114 | 845 | 0.37% | 0.37% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 11,498 | 838 | 0.26% | 0.26% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 11,318 | 825 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 11,200 | 816 | 0.35% | 0.35% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 11,018 | 803 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 10,849 | 790 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NICOLET BANKSHARES INC | History | No change | 10,770 | 765 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 10,489 | 733 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| TFO Wealth Partners, LLC | History | No change | 10,000 | 729 | 0.08% | 0.08% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | No change | 9,922 | 723 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 10,076 | 716 | 0.21% | 0.13% | 191 | +3,917 | 63.6% | Q3 2026 | Oct 09, 2026 |
| Cooper Financial Group | History | Added to | 9,974 | 697 | 0.06% | 0.06% | 192 | +58 | 0.58% | Q3 2026 | Oct 07, 2026 |
| XY Planning Network, Inc. | History | No change | 9,441 | 688 | 0.09% | 0.09% | 193 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| South Shore Capital Advisors | History | No change | 9,240 | 673 | 0.45% | 0.45% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 9,917 | 656 | 0.26% | 0.26% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sankala Group LLC | History | No change | 9,777 | 649 | 0.43% | 0.43% | 196 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sigma Planning Corp | History | No change | 8,707 | 634 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mills Wealth Advisors LLC | History | No change | 8,648 | 630 | 0.2% | 0.2% | 198 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Darden Wealth Group Inc | History | No change | 8,623 | 628 | 0.25% | 0.25% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANE BROTHERS & CO INC | History | No change | 8,558 | 623 | 0.41% | 0.41% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARSHALL WACE, LLP | History | No change | 8,347 | 608 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,130 | 592 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bulwark Capital Corp | History | No change | 8,113 | 591 | 0.33% | 0.33% | 203 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Csenge Advisory Group | History | No change | 7,609 | 554 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lakeside Advisors, INC. | History | No change | 7,579 | 552 | 0.35% | 0.35% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caprock Group, LLC | History | No change | 7,342 | 537 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Skyline Advisors, Inc. | History | No change | 7,175 | 523 | 0.16% | 0.16% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 7,150 | 521 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 7,046 | 513 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| US BANCORP \DE\ | History | No change | 7,009 | 510 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Financial Group LLC | History | No change | 6,985 | 509 | 0.14% | 0.14% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6,991 | 509 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 6,770 | 494 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Degree Advisors Inc | History | No change | 6,998 | 488 | 0.11% | 0.11% | 214 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GS Investments, Inc. | History | No change | 6,575 | 479 | 0.35% | 0.35% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 6,404 | 466 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 6,311 | 460 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Verde Capital Management | History | No change | 6,232 | 454 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belvedere Trading LLC | History | No change | 6,200 | 451 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,063 | 442 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,931 | 432 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,922 | 431 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Venturi Wealth Management, LLC | History | No change | 5,744 | 418 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valued Retirements, Inc. | History | No change | 5,660 | 412 | 0.37% | 0.37% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,645 | 411 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 5,619 | 409 | 0.24% | 0.24% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signet Private Wealth LLC | History | No change | 5,336 | 388 | 0.31% | 0.31% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,224 | 380 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 5,160 | 376 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,145 | 375 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 5,037 | 367 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 5,022 | 366 | 0.1% | 0.1% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 4,967 | 362 | 0.12% | 0.12% | 233 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMERCE BANK | History | No change | 4,864 | 354 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 4,834 | 352 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strong Retirement Solutions LLC | History | Added to | 5,029 | 351 | 0.2% | 0.15% | 236 | +1,677 | 50.03% | Q3 2026 | Oct 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,723 | 344 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 4,731 | 344 | 0.21% | 0.21% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gibson Capital, LLC | History | No change | 4,574 | 333 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Chip Partners, LLC | History | No change | 4,388 | 319 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,285 | 312 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURNEY CO/ | History | No change | 4,278 | 311 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Telos Capital Management, Inc. | History | No change | 4,252 | 309 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 4,228 | 308 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 4,127 | 300 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Tactive Advisors, LLC | History | Reduced | 4,263 | 298 | 0.07% | 0.08% | 246 | -110 | -2.52% | Q3 2026 | Oct 08, 2026 |
| Integrated Advisors Network LLC | History | No change | 4,010 | 292 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trailhead Planners LLC | History | No change | 4,007 | 292 | 0.28% | 0.28% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Range Advisory, LLC | History | No change | 4,005 | 291 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 3,912 | 285 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HRT FINANCIAL LP | History | No change | 3,834 | 279 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Castleview Partners, LLC | History | Added to | 3,962 | 277 | 0.12% | 0.12% | 252 | +142 | 3.72% | Q3 2026 | Oct 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,799 | 276 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,757 | 273 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McBroom & Associates, LLC | History | No change | 3,624 | 264 | 0.13% | 0.13% | 255 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Financial Group, LLC | History | No change | 3,621 | 263 | 0.08% | 0.08% | 256 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,585 | 261 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,390 | 247 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,304 | 240 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 3,267 | 238 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foundry Financial LLC | History | No change | 3,276 | 238 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ancora Advisors LLC | History | No change | 3,243 | 236 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,210 | 234 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 3,216 | 234 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 3,119 | 228 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 3,116 | 227 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Harbor Financial Group, LLC | History | No change | 3,088 | 225 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 3,078 | 224 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sowell Financial Services LLC | History | No change | 2,855 | 208 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,784 | 203 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Indivisible Partners | History | No change | 2,763 | 201 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,750 | 192 | 0.0% | 0.0% | 272 | +1,593 | 137.68% | Q3 2026 | Oct 08, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,600 | 189 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset Dedication, LLC | History | No change | 2,499 | 182 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,015 | 146 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 1,892 | 137 | 0.09% | 0.09% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,845 | 134 | 0.04% | 0.04% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,632 | 118 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 1,600 | 116 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,491 | 108 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,464 | 106 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smithfield Trust Co | History | No change | 1,328 | 97 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 1,299 | 94 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,204 | 87 | 0.05% | 0.05% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 1,085 | 79 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Investors Research Corp | History | No change | 1,117 | 78 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,019 | 74 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 946 | 68 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strive Financial Group ,LLC | History | No change | 600 | 43 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Pacific Financial | History | No change | 526 | 38 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Abound Wealth Management | History | No change | 500 | 36 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Analysts, LLC | History | No change | 439 | 32 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 400 | 27 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Clark Wealth Partners | History | No change | 348 | 25 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 309 | 22 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 303 | 22 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 298 | 21 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CDKV HOLDINGS LLC | History | No change | 300 | 21 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Y.D. More Investments Ltd | History | No change | 263 | 19 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 251 | 18 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 14 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 200 | 14 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthAvenue LLC | History | No change | 201 | 14 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Russell Investments Group, Ltd. | History | No change | 175 | 12 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| StrongBox Wealth, LLC | History | No change | 171 | 12 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 177 | 12 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 127 | 9 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triumph Capital Management | History | No change | 101 | 7 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 85 | 6 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 60 | 4 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 50 | 3 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LRI Investments, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 16 | 1 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trust Co | History | No change | 21 | 1 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SJS Investment Consulting Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |