Janus Detroit Street Trust - JMBS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 30,547,370 | 1,374,326 | 0.07% | 0.08% | 1 | +1,988,890 | 6.96% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 22,369,778 | 1,006,416 | 0.13% | 0.15% | 2 | +534,412 | 2.45% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,888,964 | 444,904 | 0.03% | 0.03% | 3 | +141,766 | 1.45% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | Added to | 3,993,467 | 179,666 | 1.55% | 1.53% | 4 | +294,447 | 7.96% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,410,091 | 153,419 | 0.04% | 0.05% | 5 | +146,801 | 4.5% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,363,367 | 151,344 | 0.18% | 0.21% | 6 | +243,085 | 7.79% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 3,321,191 | 149,523 | 0.21% | 0.13% | 7 | +1,214,435 | 57.64% | Q2 2026 | Aug 27, 2026 |
| Focus Partners Wealth | History | Added to | 2,825,037 | 127,209 | 0.13% | 0.14% | 8 | +534 | 0.02% | Q2 2026 | Aug 12, 2026 |
| Gradient Investments LLC | History | Added to | 2,688,767 | 120,967 | 1.67% | 1.64% | 9 | +341,852 | 14.57% | Q2 2026 | Jul 08, 2026 |
| UBS Group AG | History | Added to | 2,597,488 | 116,860 | 0.01% | 0.02% | 10 | +83,744 | 3.33% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,420,928 | 108,917 | 0.03% | 0.03% | 11 | +45,839 | 1.93% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,206,955 | 99,287 | 0.02% | 0.02% | 12 | +215,919 | 10.84% | Q2 2026 | Aug 14, 2026 |
| Hamilton Capital, LLC | History | Reduced | 2,035,111 | 91,559 | 4.53% | 4.78% | 13 | -6,243 | -0.31% | Q2 2026 | Aug 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,989,959 | 89,529 | 0.01% | 0.01% | 14 | +233,971 | 13.32% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 1,856,863 | 83,540 | 3.84% | 4.54% | 15 | -92,546 | -4.75% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Added to | 1,846,020 | 83,052 | 0.02% | 0.02% | 16 | +210,985 | 12.9% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,835,337 | 82,571 | 0.01% | 0.02% | 17 | -37,433 | -2.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | Added to | 1,789,564 | 80,512 | 2.6% | 3.02% | 18 | +26,681 | 1.51% | Q2 2026 | Aug 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 1,638,165 | 73,701 | 2.27% | 2.61% | 19 | +104,348 | 6.8% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,179,100 | 53,047 | 0.01% | 0.01% | 20 | -52,972 | -4.3% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,163,322 | 52,035 | 0.09% | 0.1% | 21 | +90,160 | 8.4% | Q2 2026 | Jul 15, 2026 |
| Madison Asset Management, LLC | History | Reduced | 1,106,482 | 49,780 | 0.59% | 0.67% | 22 | -82,874 | -6.97% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,068,068 | 48,052 | 0.18% | 0.23% | 23 | +42,231 | 4.12% | Q2 2026 | Aug 11, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 1,047,135 | 47,110 | 0.69% | 0.77% | 24 | -18,138 | -1.7% | Q2 2026 | Jul 22, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 850,946 | 38,173 | 4.37% | 4.31% | 25 | +84,823 | 11.07% | Q2 2026 | Jul 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 803,929 | 36,168 | 0.04% | 0.04% | 26 | +65,082 | 8.81% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 775,881 | 35,057 | 0.64% | 0.86% | 27 | -27,580 | -3.43% | Q2 2026 | Aug 06, 2026 |
| CGN Advisors LLC | History | Added to | 739,199 | 33,256 | 2.43% | 2.54% | 28 | +26,720 | 3.75% | Q2 2026 | Jul 06, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 716,333 | 32,227 | 1.98% | 1.94% | 29 | +103,987 | 16.98% | Q2 2026 | Aug 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 676,034 | 30,414 | 1.76% | 1.88% | 30 | +31,158 | 4.83% | Q2 2026 | Jul 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 666,521 | 29,986 | 0.19% | 0.24% | 31 | -18,689 | -2.73% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 653,740 | 29,411 | 0.35% | 1.55% | 32 | -1,342,881 | -67.26% | Q2 2026 | Aug 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 643,610 | 28,956 | 3.5% | 3.72% | 33 | +39,277 | 6.5% | Q2 2026 | Jul 17, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 624,815 | 28,110 | 5.52% | 5.82% | 34 | +9,317 | 1.51% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | Added to | 606,920 | 27,305 | 0.02% | 0.03% | 35 | +23,790 | 4.08% | Q2 2026 | Aug 12, 2026 |
| Legacy Private Trust Co. | History | Added to | 602,038 | 27,085 | 1.5% | 1.6% | 36 | +26,764 | 4.65% | Q2 2026 | Jul 21, 2026 |
| Pictet North America Advisors SA | History | Reduced | 584,021 | 26,275 | 2.32% | 2.76% | 37 | -30,083 | -4.9% | Q2 2026 | Jul 24, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 573,031 | 25,780 | 0.5% | 0.54% | 38 | -123,609 | -17.74% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 514,221 | 23,134 | 0.02% | 0.02% | 39 | +25,348 | 5.18% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 510,655 | 22,974 | 0.36% | 0.41% | 40 | +14,344 | 2.89% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 501,234 | 22,574 | 0.03% | 0.04% | 41 | -17,987 | -3.46% | Q2 2026 | Aug 13, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 496,674 | 22,345 | 4.88% | 3.33% | 42 | +185,660 | 59.7% | Q2 2026 | Jul 22, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 446,615 | 20,093 | 2.91% | 3.2% | 43 | +28,614 | 6.85% | Q2 2026 | Jul 17, 2026 |
| Financial Enhancement Group LLC | History | Added to | 439,049 | 19,752 | 2.36% | 2.42% | 44 | +11,065 | 2.59% | Q2 2026 | Jul 07, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 426,966 | 19,209 | 1.76% | 1.79% | 45 | +41,886 | 10.88% | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | Reduced | 420,361 | 18,912 | 1.62% | 2.8% | 46 | -199,827 | -32.22% | Q2 2026 | Jul 10, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 415,201 | 18,679 | 4.52% | — | 47 | +415,201 | New | Q2 2026 | Jul 09, 2026 |
| Blue Edge Capital, LLC | History | Added to | 387,864 | 17,450 | 2.1% | 2.32% | 48 | +1,703 | 0.44% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | Reduced | 377,860 | 16,928 | 0.19% | 0.21% | 49 | -41,517 | -9.9% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 321,613 | 16,252 | 5.12% | 0.4% | 50 | +294,701 | 1095.05% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 356,418 | 16,071 | 0.63% | 0.65% | 51 | +44,735 | 14.35% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 353,394 | 15,899 | 0.0% | 0.0% | 52 | +273,245 | 340.92% | Q2 2026 | Sep 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 351,290 | 15,804 | 0.24% | 0.32% | 53 | -42,088 | -10.7% | Q2 2026 | Aug 05, 2026 |
| Asio Capital, LLC | History | Reduced | 345,999 | 15,633 | 2.0% | 2.26% | 54 | -9,956 | -2.8% | Q2 2026 | Jul 17, 2026 |
| Focused Wealth Management, Inc | History | Added to | 347,476 | 15,632 | 1.36% | 1.45% | 55 | +38,391 | 12.42% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 346,402 | 15,585 | 0.03% | 0.04% | 56 | +24,232 | 7.52% | Q2 2026 | Aug 05, 2026 |
| Secure Asset Management, LLC | History | Added to | 327,232 | 14,722 | 2.06% | 2.19% | 57 | +21,631 | 7.08% | Q2 2026 | Jul 15, 2026 |
| Allen Capital Group, LLC | History | Added to | 324,391 | 14,594 | 1.19% | 1.22% | 58 | +21,841 | 7.22% | Q2 2026 | Jul 27, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 320,242 | 14,407 | 0.63% | 0.73% | 59 | -12,713 | -3.82% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 309,829 | 13,939 | 0.03% | 0.04% | 60 | +7,349 | 2.43% | Q2 2026 | Jul 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 306,485 | 13,788 | 0.75% | 0.72% | 61 | +74,748 | 32.26% | Q2 2026 | Aug 06, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 279,670 | 12,582 | 2.25% | 1.89% | 62 | +82,655 | 41.95% | Q2 2026 | Jul 16, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 276,850 | 12,455 | 2.99% | 2.96% | 63 | +26,235 | 10.47% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 273,130 | 12,288 | 0.03% | 0.03% | 64 | +14,561 | 5.63% | Q2 2026 | Aug 07, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 256,374 | 11,534 | 5.67% | 5.88% | 65 | +18,842 | 7.93% | Q2 2026 | Jul 22, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 243,493 | 10,830 | 1.34% | — | 66 | +243,493 | New | Q2 2026 | Jul 24, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 232,467 | 10,458 | 3.31% | 4.64% | 67 | -38,568 | -14.23% | Q2 2026 | Jul 31, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 227,013 | 10,213 | 10.06% | 10.85% | 68 | +15,772 | 7.47% | Q2 2026 | Jul 22, 2026 |
| True North Advisors, LLC | History | Reduced | 221,276 | 9,955 | 0.95% | 1.17% | 69 | -5,463 | -2.41% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 211,641 | 9,604 | 0.0% | 0.0% | 70 | +155,531 | 277.19% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 210,440 | 9,467 | 0.0% | 0.01% | 71 | +2,423 | 1.16% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 181,144 | 8,149 | 0.04% | 0.03% | 72 | +29,412 | 19.38% | Q2 2026 | Aug 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 177,437 | 7,982 | 2.24% | 2.39% | 73 | +9,265 | 5.51% | Q2 2026 | Jul 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 172,231 | 7,748 | 0.24% | 0.24% | 74 | +18,429 | 11.98% | Q2 2026 | Aug 05, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 170,917 | 7,689 | 4.87% | 5.32% | 75 | -162 | -0.09% | Q2 2026 | Jul 27, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 168,168 | 7,565 | 3.4% | 3.9% | 76 | +103 | 0.06% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 162,759 | 7,322 | 0.43% | 0.46% | 77 | +4,376 | 2.76% | Q2 2026 | Jul 27, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 156,958 | 7,061 | 2.75% | 2.8% | 78 | +14,118 | 9.88% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 153,652 | 6,912 | 0.03% | 0.01% | 79 | +125,822 | 452.11% | Q2 2026 | Jul 27, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 152,257 | 6,850 | 1.65% | 1.77% | 80 | +7,902 | 5.47% | Q2 2026 | Jul 29, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 151,505 | 6,816 | 0.07% | 0.09% | 81 | -13,599 | -8.24% | Q2 2026 | Aug 10, 2026 |
| Jupiter Topco LLC | History | New | 147,096 | 6,617 | 0.0% | — | 82 | +147,096 | New | Q2 2026 | Aug 14, 2026 |
| Unique Wealth Strategies, LLC | History | Added to | 134,410 | 6,047 | 2.2% | 2.36% | 83 | +5,372 | 4.16% | Q2 2026 | Jul 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 127,188 | 5,722 | 0.11% | 0.13% | 84 | -11,494 | -8.29% | Q2 2026 | Aug 14, 2026 |
| HEADINVEST, LLC | History | Added to | 126,321 | 5,683 | 1.06% | 0.93% | 85 | +25,745 | 25.6% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 125,774 | 5,658 | 0.1% | 0.02% | 86 | +108,717 | 637.37% | Q2 2026 | Jul 20, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 120,289 | 5,411 | 0.33% | 0.49% | 87 | -18,937 | -13.6% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 118,097 | 5,313 | 0.01% | 0.01% | 88 | +26,322 | 28.68% | Q2 2026 | Jul 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 115,390 | 5,191 | 0.41% | 0.46% | 89 | +1,950 | 1.72% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 113,200 | 5,092 | 0.02% | 0.02% | 90 | +13,626 | 13.68% | Q2 2026 | Jul 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 113,013 | 5,084 | 0.43% | 0.25% | 91 | +57,896 | 105.04% | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | Added to | 99,510 | 4,476 | 0.09% | 0.1% | 92 | +990 | 1.0% | Q2 2026 | Jul 30, 2026 |
| Brown Financial Advisors | History | Added to | 97,579 | 4,390 | 1.53% | 1.57% | 93 | +5,996 | 6.55% | Q2 2026 | Aug 26, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 93,887 | 4,223 | 0.01% | 0.01% | 94 | +18,878 | 25.17% | Q2 2026 | Aug 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 91,949 | 4,137 | 0.35% | 0.36% | 95 | -780 | -0.84% | Q2 2026 | Aug 14, 2026 |
| Paladin Wealth, LLC | History | Added to | 91,858 | 4,132 | 2.4% | 2.52% | 96 | +10,829 | 13.36% | Q2 2026 | Jul 09, 2026 |
| VestGen Advisors, LLC | History | Added to | 91,818 | 4,130 | 0.12% | 0.1% | 97 | +6,419 | 7.52% | Q2 2026 | Aug 11, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 89,288 | 4,034 | 2.62% | 2.87% | 98 | +3,342 | 3.89% | Q2 2026 | Jul 28, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 91,197 | 4,023 | 0.57% | 0.44% | 99 | +2,908 | 3.29% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 83,541 | 3,758 | 0.02% | 0.02% | 100 | +103 | 0.12% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 81,990 | 3,688 | 0.03% | 0.0% | 101 | +76,513 | 1396.99% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 80,948 | 3,641 | 0.02% | 0.03% | 102 | +5,096 | 6.72% | Q2 2026 | Aug 14, 2026 |
| FDx Advisors, Inc. | History | Reduced | 80,279 | 3,612 | 1.09% | 1.39% | 103 | -16,214 | -16.8% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 77,684 | 3,495 | 0.0% | 0.0% | 104 | +47,201 | 154.84% | Q2 2026 | Aug 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 71,141 | 3,200 | 2.54% | 3.0% | 105 | -7,875 | -9.97% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 66,083 | 2,973 | 0.0% | 0.0% | 106 | +9,783 | 17.38% | Q2 2026 | Aug 13, 2026 |
| Traub Capital Management LLC | History | Added to | 64,091 | 2,883 | 2.57% | 2.2% | 107 | +15,032 | 30.64% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | New | 63,146 | 2,840 | 0.0% | — | 108 | +63,146 | New | Q2 2026 | Aug 14, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 62,219 | 2,799 | 1.2% | 1.25% | 109 | +701 | 1.14% | Q2 2026 | Jul 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 60,200 | 2,708 | 0.0% | 0.01% | 110 | +1,200 | 2.03% | Q2 2026 | Jul 22, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 58,082 | 2,613 | 1.44% | 1.7% | 111 | -850 | -1.44% | Q2 2026 | Jul 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 57,369 | 2,581 | 0.01% | 0.01% | 112 | +8,446 | 17.26% | Q2 2026 | Aug 14, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 57,249 | 2,575 | 1.59% | 1.77% | 113 | +684 | 1.21% | Q2 2026 | Jul 28, 2026 |
| Fire Capital Management LLC | History | Added to | 55,889 | 2,514 | 1.02% | 1.12% | 114 | +2,840 | 5.35% | Q2 2026 | Aug 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 55,828 | 2,511 | 0.13% | 0.13% | 115 | +3,832 | 7.37% | Q2 2026 | Jul 31, 2026 |
| Family Legacy, Inc. | History | Added to | 55,174 | 2,482 | 0.66% | 0.7% | 116 | +3,347 | 6.46% | Q2 2026 | Aug 06, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 54,859 | 2,469 | 1.71% | 1.92% | 117 | +231 | 0.42% | Q2 2026 | Jul 27, 2026 |
| VIAWEALTH, LLC | History | Reduced | 54,024 | 2,430 | 1.22% | 1.48% | 118 | -4,806 | -8.17% | Q2 2026 | Aug 11, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 50,682 | 2,280 | 1.27% | 2.28% | 119 | -28,501 | -35.99% | Q2 2026 | Jul 31, 2026 |
| Mattson Financial Services, LLC | History | Added to | 50,643 | 2,267 | 0.47% | 0.51% | 120 | +3,701 | 7.88% | Q2 2026 | Aug 04, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 49,779 | 2,239 | 3.98% | 8.91% | 121 | -45,964 | -48.01% | Q2 2026 | Jul 28, 2026 |
| Financial Management, Inc. | History | Added to | 49,017 | 2,205 | 1.81% | 1.97% | 122 | +2,564 | 5.52% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 45,132 | 2,030 | 0.03% | — | 123 | +45,132 | New | Q2 2026 | Aug 06, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 44,729 | 2,012 | 0.62% | 0.67% | 124 | +990 | 2.26% | Q2 2026 | Aug 10, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 44,150 | 1,986 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 42,761 | 1,923 | 0.87% | 1.04% | 126 | -283 | -0.66% | Q2 2026 | Aug 13, 2026 |
| Carter Financial Group, INC. | History | Added to | 42,365 | 1,914 | 0.99% | 1.15% | 127 | +1,022 | 2.47% | Q2 2026 | Jul 30, 2026 |
| Bulwark Capital Corp | History | Added to | 41,961 | 1,887 | 1.06% | 1.13% | 128 | +1,455 | 3.59% | Q2 2026 | Jul 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 41,792 | 1,880 | 0.01% | 0.01% | 129 | +8,092 | 24.01% | Q2 2026 | Aug 17, 2026 |
| Autumn Glory Partners, LLC | History | No change | 40,985 | 1,843 | 0.52% | 0.68% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 40,507 | 1,822 | 0.13% | 0.14% | 131 | -228 | -0.56% | Q2 2026 | Jul 07, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 39,679 | 1,785 | 0.07% | 0.08% | 132 | -755 | -1.87% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 39,656 | 1,784 | 0.02% | 0.03% | 133 | -1,776 | -4.29% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 39,341 | 1,769 | 0.0% | 0.0% | 134 | +3,081 | 8.5% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 38,206 | 1,718 | 0.01% | 0.01% | 135 | +1,151 | 3.11% | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | New | 36,320 | 1,634 | 0.21% | — | 136 | +36,320 | New | Q2 2026 | Jul 30, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 35,777 | 1,609 | 0.06% | 0.06% | 137 | +1,874 | 5.53% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 35,644 | 1,603 | 0.0% | 0.0% | 138 | +419 | 1.19% | Q2 2026 | Aug 12, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 35,358 | 1,590 | 0.62% | 0.71% | 139 | -145 | -0.41% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Reduced | 34,213 | 1,539 | 0.02% | 0.02% | 140 | -752 | -2.15% | Q2 2026 | Jul 28, 2026 |
| Able Wealth Management LLC | History | Added to | 33,752 | 1,518 | 0.35% | 0.32% | 141 | +7,193 | 27.08% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 33,600 | 1,511 | 0.02% | 0.02% | 142 | +224 | 0.67% | Q2 2026 | Jul 22, 2026 |
| Impact Capital Partners LLC | History | Reduced | 33,100 | 1,489 | 0.41% | 0.54% | 143 | -6,629 | -16.69% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 32,948 | 1,477 | 0.75% | 0.84% | 144 | +230 | 0.7% | Q2 2026 | Jul 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 31,781 | 1,429 | 0.15% | 0.13% | 145 | +5,538 | 21.1% | Q2 2026 | Jul 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 31,282 | 1,413 | 0.06% | 0.05% | 146 | +7,381 | 30.88% | Q2 2026 | Jul 09, 2026 |
| Tenzing Financial LLC | History | Added to | 30,376 | 1,366 | 0.94% | 1.04% | 147 | +79 | 0.26% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | Added to | 29,334 | 1,319 | 0.01% | 0.0% | 148 | +29,223 | 26327.03% | Q2 2026 | Aug 10, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 28,693 | 1,290 | 0.07% | 0.08% | 149 | -171 | -0.59% | Q2 2026 | Jul 29, 2026 |
| RB Capital Management, LLC | History | Added to | 28,550 | 1,284 | 0.25% | 0.2% | 150 | +7,960 | 38.66% | Q2 2026 | Aug 17, 2026 |
| Black Swift Group, LLC | History | Reduced | 26,710 | 1,201 | 0.17% | 0.26% | 151 | -5,922 | -18.15% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 26,633 | 1,198 | 0.01% | 0.0% | 152 | +19,468 | 271.71% | Q2 2026 | Aug 14, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 25,959 | 1,167 | 0.45% | 0.64% | 153 | -5,876 | -18.46% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 25,569 | 1,150 | 0.01% | 0.01% | 154 | +5,378 | 26.64% | Q2 2026 | Jul 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 24,616 | 1,117 | 0.06% | 0.07% | 155 | -403 | -1.61% | Q2 2026 | Jul 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 23,489 | 1,056 | 0.01% | 0.01% | 156 | +268 | 1.15% | Q2 2026 | Sep 23, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 23,308 | 1,048 | 0.36% | 0.32% | 157 | -145 | -0.62% | Q2 2026 | Aug 13, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 23,138 | 1,040 | 0.72% | 0.72% | 158 | +1,236 | 5.64% | Q2 2026 | Aug 07, 2026 |
| ATWOOD & PALMER INC | History | No change | 22,550 | 1,014 | 0.05% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 22,465 | 1,010 | 0.02% | 0.0% | 160 | +17,819 | 383.53% | Q2 2026 | Aug 14, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 22,262 | 1,001 | 0.38% | 0.43% | 161 | +80 | 0.36% | Q2 2026 | Jul 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,251 | 956 | 0.01% | 0.01% | 162 | +3,966 | 22.94% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 21,009 | 945 | 0.06% | 0.04% | 163 | +9,145 | 77.08% | Q2 2026 | Jul 21, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 20,682 | 930 | 0.32% | 0.45% | 164 | -6,408 | -23.65% | Q2 2026 | Jul 06, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 19,580 | 880 | 0.6% | 2.25% | 165 | -44,857 | -69.61% | Q2 2026 | Jul 22, 2026 |
| Simplicity Wealth,LLC | History | New | 19,557 | 879 | 0.03% | — | 166 | +19,557 | New | Q2 2026 | Aug 06, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 19,528 | 878 | 0.01% | 0.01% | 167 | +466 | 2.44% | Q2 2026 | Aug 13, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 19,402 | 872 | 0.42% | 0.45% | 168 | +908 | 4.91% | Q2 2026 | Aug 07, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 18,538 | 834 | 0.03% | 0.03% | 169 | -800 | -4.14% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | Reduced | 17,972 | 808 | 0.18% | 0.25% | 170 | -3,678 | -16.99% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,791 | 800 | 0.0% | 0.0% | 171 | +787 | 4.63% | Q2 2026 | Aug 12, 2026 |
| Argent Trust Co | History | Added to | 17,621 | 792 | 0.02% | 0.02% | 172 | +2,420 | 15.92% | Q2 2026 | Aug 06, 2026 |
| Haverford Financial Services, Inc. | History | Added to | 17,235 | 775 | 0.23% | 0.23% | 173 | +66 | 0.38% | Q2 2026 | Aug 12, 2026 |
| Heritage Trust Co | History | No change | 17,043 | 766 | 0.07% | 0.08% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Northwest Financial Advisors | History | Reduced | 16,930 | 761 | 0.1% | 4.96% | 175 | -39,992 | -70.26% | Q2 2026 | Jul 27, 2026 |
| Banque Transatlantique SA | History | Reduced | 16,836 | 757 | 0.02% | 0.02% | 176 | -44 | -0.26% | Q2 2026 | Jul 30, 2026 |
| Lido Advisors, LLC | History | New | 16,344 | 738 | 0.0% | — | 177 | +16,344 | New | Q2 2026 | Aug 07, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 16,293 | 733 | 0.39% | 0.39% | 178 | +1,552 | 10.53% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 15,837 | 712 | 0.02% | 0.02% | 179 | +65 | 0.41% | Q2 2026 | Aug 10, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 14,403 | 648 | 0.02% | 0.01% | 180 | +8,030 | 126.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 14,257 | 641 | 0.02% | 0.02% | 181 | +339 | 2.44% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 13,828 | 622 | 0.0% | 0.0% | 182 | -5,475 | -28.36% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 13,595 | 611 | 0.01% | 0.01% | 183 | -576 | -4.06% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 12,684 | 570 | 0.0% | 0.0% | 184 | -5,308 | -29.5% | Q2 2026 | Aug 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 12,377 | 556 | 0.18% | 0.18% | 185 | -12,377 | -50.0% | Q2 2026 | Jul 27, 2026 |
| Blue Trust, Inc. | History | Added to | 11,844 | 532 | 0.01% | 0.01% | 186 | +18 | 0.15% | Q2 2026 | Jul 21, 2026 |
| Tortoise Investment Management, LLC | History | New | 11,625 | 523 | 0.04% | — | 187 | +11,625 | New | Q2 2026 | Aug 07, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 11,425 | 514 | 0.05% | 0.04% | 188 | +3,751 | 48.88% | Q2 2026 | Jul 28, 2026 |
| Weaver Consulting Group | History | Added to | 11,270 | 507 | 0.1% | 0.09% | 189 | +2,670 | 31.05% | Q2 2026 | Jul 29, 2026 |
| Mendel Money Management | History | Reduced | 10,683 | 480 | 0.18% | 0.34% | 190 | -7,419 | -40.98% | Q2 2026 | Jul 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 10,187 | 458 | 0.01% | 0.01% | 191 | -3,350 | -24.75% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,184 | 458 | 0.01% | 0.01% | 192 | -422 | -3.98% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | New | 9,972 | 448 | 0.0% | — | 193 | +9,972 | New | Q2 2026 | Jul 29, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 9,745 | 440 | 0.2% | 0.25% | 194 | +3,799 | 63.89% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | New | 9,450 | 425 | 0.0% | — | 195 | +9,450 | New | Q2 2026 | Aug 13, 2026 |
| TRUE Private Wealth Advisors | History | No change | 9,300 | 418 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,815 | 396 | 0.0% | 0.0% | 197 | -306 | -3.35% | Q2 2026 | Jul 20, 2026 |
| Breakwater Capital Group | History | Reduced | 8,612 | 387 | 0.05% | 0.06% | 198 | -1,450 | -14.41% | Q2 2026 | Jul 08, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 8,573 | 385 | 0.1% | 0.11% | 199 | -5 | -0.06% | Q2 2026 | Jul 20, 2026 |
| FIRST HORIZON CORP | History | Reduced | 8,530 | 383 | 0.01% | 0.03% | 200 | -7,486 | -46.74% | Q2 2026 | Jul 20, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 8,360 | 377 | 0.09% | 0.08% | 201 | +1,928 | 29.98% | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 8,262 | 371 | 0.15% | 0.06% | 202 | +2,591 | 45.69% | Q2 2026 | Aug 14, 2026 |
| Presidio Capital Management, LLC | History | Added to | 7,996 | 359 | 0.09% | 0.1% | 203 | +614 | 8.32% | Q2 2026 | Jul 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,969 | 358 | 0.01% | 0.01% | 204 | +1,242 | 18.46% | Q2 2026 | Aug 13, 2026 |
| Baldwin Investment Management, LLC | History | New | 7,844 | 352 | 0.03% | — | 205 | +7,844 | New | Q2 2026 | Jul 28, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 7,809 | 351 | 0.03% | — | 206 | +7,809 | New | Q2 2026 | Aug 05, 2026 |
| Johnson Financial Group, LLC | History | New | 7,744 | 348 | 0.02% | — | 207 | +7,744 | New | Q2 2026 | Aug 06, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 7,731 | 347 | 0.08% | 0.09% | 208 | -8 | -0.1% | Q2 2026 | Jul 15, 2026 |
| Trust Co | History | Added to | 7,426 | 334 | 0.03% | 0.02% | 209 | +1,546 | 26.29% | Q2 2026 | Jul 10, 2026 |
| Baird Financial Group, Inc. | History | New | 7,291 | 328 | 0.0% | — | 210 | +7,291 | New | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 7,167 | 322 | 0.0% | 0.0% | 211 | +336 | 4.92% | Q2 2026 | Aug 06, 2026 |
| Americana Partners, LLC | History | Reduced | 7,123 | 320 | 0.01% | 0.01% | 212 | -6 | -0.08% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | New | 6,975 | 313 | 0.0% | — | 213 | +6,975 | New | Q2 2026 | Aug 14, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 6,916 | 311 | 0.09% | 0.11% | 214 | -77 | -1.1% | Q2 2026 | Aug 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 6,891 | 310 | 0.02% | 0.02% | 215 | +36 | 0.53% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,845 | 307 | 0.0% | — | 216 | +6,845 | New | Q2 2026 | Sep 08, 2026 |
| WESPAC Advisors, LLC | History | New | 6,803 | 306 | 0.15% | — | 217 | +6,803 | New | Q2 2026 | Aug 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 6,724 | 302 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,695 | 301 | 0.01% | 0.01% | 219 | +1,090 | 19.45% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 6,644 | 300 | 0.01% | 0.01% | 220 | -3,024 | -31.28% | Q2 2026 | Aug 12, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | New | 6,234 | 280 | 0.14% | — | 221 | +6,234 | New | Q2 2026 | Aug 12, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 6,348 | 280 | 0.07% | 0.13% | 223 | -3,675 | -36.67% | Q2 2026 | Aug 04, 2026 |
| United Community Bank | History | Reduced | 6,235 | 280 | 0.09% | 0.1% | 222 | -259 | -3.99% | Q2 2026 | Aug 13, 2026 |
| Manhattan West Asset Management, LLC | History | New | 6,223 | 279 | 0.05% | — | 224 | +6,223 | New | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 5,998 | 269 | 0.0% | 0.0% | 225 | +1,310 | 27.94% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,930 | 266 | 0.01% | 0.01% | 226 | -413 | -6.51% | Q2 2026 | Jul 06, 2026 |
| Essex LLC | History | No change | 5,585 | 251 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 5,454 | 245 | 0.08% | 0.09% | 228 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | New | 5,232 | 235 | 0.0% | — | 229 | +5,232 | New | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,205 | 234 | 0.0% | 0.0% | 230 | -487 | -8.56% | Q2 2026 | Aug 19, 2026 |
| StoneX Group Inc. | History | Added to | 5,062 | 228 | 0.01% | 0.01% | 231 | +417 | 8.98% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | Added to | 5,002 | 225 | 0.01% | 0.01% | 232 | +74 | 1.5% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | New | 4,540 | 205 | 0.0% | — | 233 | +4,540 | New | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC | History | New | 4,461 | 200 | 0.02% | — | 234 | +4,461 | New | Q2 2026 | Jul 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,247 | 191 | 0.0% | 0.0% | 235 | -520 | -10.91% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Reduced | 3,755 | 168 | 0.0% | 0.0% | 236 | -93 | -2.42% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 3,535 | 159 | 0.0% | 0.0% | 237 | +2,845 | 412.32% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | New | 3,079 | 138 | 0.0% | — | 238 | +3,079 | New | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 3,015 | 135 | 0.0% | 0.0% | 239 | -26 | -0.85% | Q2 2026 | Jul 27, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,908 | 130 | 0.01% | 0.01% | 240 | +29 | 1.01% | Q2 2026 | Jul 28, 2026 |
| LifeSteps Financial, Inc. | History | New | 2,835 | 127 | 0.06% | — | 241 | +2,835 | New | Q2 2026 | Jul 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 2,630 | 118 | 0.06% | 0.08% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | New | 2,614 | 117 | 0.01% | — | 243 | +2,614 | New | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,943 | 87 | 0.0% | 0.0% | 244 | -318 | -14.06% | Q2 2026 | Aug 03, 2026 |
| Anchor Bay Capital, Inc. | History | New | 1,889 | 83 | 0.04% | — | 245 | +1,889 | New | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Reduced | 1,771 | 79 | 0.0% | 0.0% | 246 | -1,271 | -41.78% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,674 | 75 | 0.0% | 0.0% | 247 | +153 | 10.06% | Q2 2026 | Jul 22, 2026 |
| PFS Partners, LLC | History | No change | 1,504 | 67 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,423 | 64 | 0.0% | 0.0% | 249 | +585 | 69.81% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,362 | 61 | 0.06% | 0.07% | 250 | -187 | -12.07% | Q2 2026 | Jul 29, 2026 |
| ROGCO, LP | History | New | 1,177 | 52 | 0.02% | — | 251 | +1,177 | New | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,095 | 49 | 0.0% | 0.0% | 252 | +697 | 175.13% | Q2 2026 | Aug 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 1,045 | 47 | 0.0% | — | 253 | +1,045 | New | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,036 | 46 | 0.0% | 0.0% | 254 | +850 | 456.99% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 750 | 33 | 0.0% | 0.0% | 255 | -17 | -2.22% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 610 | 27 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EPG Wealth Management LLC | History | Added to | 591 | 26 | 0.01% | 0.01% | 257 | +5 | 0.85% | Q2 2026 | Jul 28, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 559 | 25 | 0.02% | — | 258 | +559 | New | Q2 2026 | Jul 14, 2026 |
| Capital Analysts, LLC | History | Added to | 534 | 24 | 0.0% | 0.0% | 259 | +7 | 1.33% | Q2 2026 | Aug 05, 2026 |
| Coston, McIsaac & Partners | History | No change | 507 | 22 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aventura Private Wealth, LLC | History | New | 395 | 17 | 0.01% | — | 261 | +395 | New | Q2 2026 | Jul 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 294 | 13 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Anchor Investment Management, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 166 | 7 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 122 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DecisionPoint Financial, LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 66 | 2 | 0.0% | — | 268 | +66 | New | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | New | 48 | 2 | 0.0% | — | 269 | +48 | New | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 62 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caldwell Trust Co | History | New | 30 | 1 | 0.0% | — | 270 | +30 | New | Q2 2026 | Aug 03, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 1.95% | — | -594,085 | -100.0% | Q1 2026 | May 05, 2026 |
| Moment Partners, LLC | History | Closed out | 0 | 0 | — | 3.68% | — | -454,702 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Insight Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 2.29% | — | -453,389 | -100.0% | Q2 2026 | Jul 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138,124 | -100.0% | Q1 2026 | May 18, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -95,994 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -54,123 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Richard Bernstein Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -49,974 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -49,144 | -100.0% | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | Closed out | 0 | 0 | — | 0.27% | — | -45,415 | -100.0% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -40,612 | -100.0% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -40,355 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Redwood Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -37,930 | -100.0% | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,117 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,304 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,566 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,006 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Flaharty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,360 | -100.0% | Q2 2026 | Jul 08, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -10,344 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Parcion Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,165 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -10,003 | -100.0% | Q2 2026 | Aug 12, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,374 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,286 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,087 | -100.0% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,384 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,351 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,001 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -559 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q2 2026 | Jul 16, 2026 |