Legg Mason ETF Investment Trust - LVHI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 12,678,832 | 514,570 | 0.12% | 0.12% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 5,080,377 | 206,187 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,624,597 | 187,689 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,473,163 | 181,543 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,835,156 | 115,064 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,543,423 | 103,224 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,287,820 | 92,927 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,172,025 | 88,151 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,053,081 | 83,416 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,715,248 | 69,613 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,692,909 | 68,706 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,601,132 | 64,990 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,565,039 | 63,517 | 1.0% | 1.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,527,434 | 61,990 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 1,376,185 | 55,852 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,318,123 | 53,496 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,281,198 | 51,997 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 1,238,008 | 50,244 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,203,044 | 48,825 | 0.16% | 0.16% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 907,663 | 36,837 | 0.17% | 0.17% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 792,683 | 32,171 | 0.19% | 0.19% | 21 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Csenge Advisory Group | History | No change | 788,590 | 32,004 | 1.3% | 1.3% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 679,172 | 27,438 | 2.68% | 2.68% | 23 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 668,785 | 27,143 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 654,043 | 26,544 | 0.18% | 0.18% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOR Wealth Management, LLC | History | No change | 531,044 | 21,552 | 8.58% | 8.58% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 528,439 | 21,446 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 522,204 | 21,194 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Frontier Asset Management, LLC | History | No change | 514,245 | 20,870 | 3.74% | 3.74% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Planning Strategies Inc. | History | Added to | 429,932 | 17,932 | 10.62% | 9.98% | 30 | +35,814 | 9.09% | Q3 2026 | Oct 02, 2026 |
| Howard Capital Management, LLC | History | No change | 438,710 | 17,805 | 0.21% | 0.21% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SK Wealth Management, LLC | History | No change | 406,952 | 17,478 | 3.94% | 3.94% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curran Financial Partners, LLC | History | No change | 408,814 | 16,591 | 2.47% | 2.47% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 360,154 | 14,616 | 5.83% | 5.83% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 333,256 | 13,525 | 2.56% | 2.56% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 330,016 | 13,393 | 2.31% | 2.31% | 36 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 324,659 | 13,176 | 3.3% | 3.3% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIERRA OCEAN, LLC | History | No change | 278,606 | 11,307 | 7.83% | 7.83% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Seros Financial, LLC | History | No change | 275,127 | 11,166 | 5.82% | 5.82% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 272,769 | 11,104 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 248,046 | 10,066 | 0.69% | 0.69% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 247,759 | 10,055 | 0.09% | 0.09% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | No change | 244,800 | 9,935 | 0.29% | 0.29% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 243,547 | 9,884 | 2.44% | 2.44% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McKinney Capital Management, LLC | History | No change | 227,608 | 9,237 | 3.64% | 3.64% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 220,479 | 8,948 | 2.77% | 2.77% | 46 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 217,087 | 8,810 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | No change | 216,742 | 8,796 | 0.78% | 0.78% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| World Investment Advisors | History | No change | 208,456 | 8,450 | 0.14% | 0.14% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 203,404 | 8,255 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 201,938 | 8,195 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 191,357 | 7,766 | 4.74% | 4.74% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 189,304 | 7,682 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 189,204 | 7,678 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Laurel Wealth Planning LLC | History | No change | 188,664 | 7,656 | 3.39% | 3.39% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 182,599 | 7,548 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Montis Financial, LLC | History | No change | 185,438 | 7,526 | 1.54% | 1.54% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | No change | 183,508 | 7,447 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 182,352 | 7,400 | 0.38% | 0.38% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 181,854 | 7,379 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 174,146 | 7,067 | 1.53% | 1.53% | 61 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 172,540 | 7,002 | 0.66% | 0.66% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 169,039 | 6,860 | 4.76% | 4.76% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Haven Private, LLC | History | No change | 156,507 | 6,351 | 2.41% | 2.41% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CROBAN | History | No change | 154,562 | 6,271 | 2.76% | 2.76% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 153,454 | 6,227 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 152,765 | 6,199 | 0.12% | 0.12% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 152,000 | 6,168 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 147,442 | 5,983 | 0.8% | 0.8% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Alpha Advisors, LLC | History | No change | 146,533 | 5,947 | 3.21% | 3.21% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 136,819 | 5,859 | 0.39% | 0.39% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 144,084 | 5,847 | 0.12% | 0.12% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 141,092 | 5,726 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 136,096 | 5,523 | 3.01% | 3.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 135,415 | 5,495 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 134,757 | 5,469 | 2.54% | 2.54% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 131,923 | 5,354 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 129,721 | 5,264 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Meridian Wealth Management, LLC | History | No change | 129,539 | 5,257 | 0.16% | 0.16% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunrise Financial Services, LLC | History | No change | 127,584 | 5,177 | 3.08% | 3.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 123,904 | 5,028 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prota Financial, LLC | History | No change | 121,692 | 4,916 | 3.24% | 3.24% | 82 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFP Advisors, Inc | History | No change | 120,818 | 4,903 | 0.09% | 0.09% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oak Grove Capital LLC | History | No change | 119,500 | 4,849 | 0.23% | 0.23% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 117,809 | 4,781 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | No change | 114,176 | 4,633 | 2.25% | 2.25% | 86 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 112,271 | 4,556 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 110,585 | 4,488 | 0.14% | 0.14% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 110,509 | 4,484 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 103,013 | 4,180 | 2.89% | 2.89% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maia Wealth LLC | History | No change | 102,242 | 4,149 | 0.61% | 0.61% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100,389 | 4,074 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 96,150 | 3,902 | 0.19% | 0.19% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 92,281 | 3,745 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 91,153 | 3,699 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | No change | 88,435 | 3,686 | 0.39% | 0.39% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Capital Advisors, LLC | History | No change | 89,748 | 3,642 | 1.95% | 1.95% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bison Wealth, LLC | History | No change | 83,795 | 3,442 | 0.32% | 0.32% | 98 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 84,827 | 3,442 | 0.84% | 0.84% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 84,759 | 3,439 | 1.9% | 1.9% | 100 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 84,333 | 3,422 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 84,194 | 3,417 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 78,376 | 3,180 | 1.81% | 1.81% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 78,014 | 3,166 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 77,959 | 3,163 | 0.19% | 0.19% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 75,653 | 3,070 | 1.69% | 1.69% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plan Group Financial, LLC | History | No change | 75,180 | 3,051 | 0.63% | 0.63% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 74,508 | 3,023 | 0.18% | 0.18% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 73,978 | 3,002 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vise Technologies, Inc. | History | No change | 70,685 | 2,868 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 69,298 | 2,812 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | No change | 67,316 | 2,732 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 67,314 | 2,732 | 0.18% | 0.18% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 66,080 | 2,681 | 1.06% | 1.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 63,833 | 2,590 | 0.12% | 0.12% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trademark Financial Management, LLC | History | No change | 63,209 | 2,565 | 1.05% | 1.05% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Provident Wealth Management, LLC | History | No change | 61,134 | 2,481 | 0.64% | 0.64% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Wealth Management, LLC | History | No change | 60,479 | 2,454 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | No change | 59,065 | 2,397 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 58,537 | 2,375 | 0.12% | 0.12% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LANE BROTHERS & CO INC | History | No change | 58,282 | 2,365 | 1.55% | 1.55% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 57,828 | 2,345 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestate Advisors LLC | History | No change | 57,717 | 2,342 | 1.75% | 1.75% | 123 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 57,101 | 2,317 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 55,485 | 2,251 | 1.08% | 1.08% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 53,401 | 2,167 | 0.3% | 0.3% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 52,334 | 2,123 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 50,800 | 2,061 | 0.39% | 0.39% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 50,128 | 2,034 | 0.4% | 0.4% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 48,196 | 1,956 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 48,017 | 1,948 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 47,081 | 1,905 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 46,358 | 1,881 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 45,952 | 1,864 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 45,890 | 1,862 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 45,512 | 1,847 | 0.79% | 0.79% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 45,149 | 1,832 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 44,488 | 1,805 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sonoma Allocations LLC | History | No change | 44,543 | 1,800 | 0.56% | 0.56% | 139 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 44,008 | 1,786 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 42,869 | 1,740 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 42,229 | 1,713 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 41,847 | 1,698 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 41,331 | 1,677 | 0.61% | 0.61% | 144 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 39,646 | 1,609 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 39,327 | 1,596 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RMR Wealth Builders | History | No change | 38,256 | 1,552 | 0.1% | 0.1% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 37,245 | 1,511 | 0.15% | 0.15% | 148 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITIGROUP INC | History | No change | 37,116 | 1,506 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 36,700 | 1,489 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 36,528 | 1,482 | 0.14% | 0.14% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Midwest Financial Network, LLC | History | No change | 36,037 | 1,462 | 1.0% | 1.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Axis Wealth Partners, LLC | History | No change | 35,969 | 1,459 | 0.7% | 0.7% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 33,599 | 1,429 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 33,599 | 1,429 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trilogy Capital Inc. | History | No change | 34,933 | 1,417 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 34,425 | 1,397 | 0.42% | 0.42% | 157 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 33,722 | 1,368 | 0.53% | 0.53% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 33,631 | 1,364 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 31,321 | 1,271 | 0.11% | 0.11% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Valued Retirements, Inc. | History | No change | 30,819 | 1,250 | 1.12% | 1.12% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 30,778 | 1,249 | 0.11% | 0.11% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 30,386 | 1,233 | 0.83% | 0.83% | 163 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 30,189 | 1,228 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aviance Capital Partners, LLC | History | No change | 30,269 | 1,228 | 0.13% | 0.13% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prospera Financial Services Inc | History | No change | 30,236 | 1,227 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 29,293 | 1,188 | 0.69% | 0.69% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 28,547 | 1,158 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 28,100 | 1,140 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHOREO, LLC | History | No change | 28,061 | 1,138 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hilltop Holdings Inc. | History | No change | 27,333 | 1,109 | 0.09% | 0.09% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balefire, LLC | History | No change | 27,292 | 1,107 | 0.18% | 0.18% | 172 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 27,045 | 1,097 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 26,813 | 1,088 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regal Investment Advisors LLC | History | No change | 26,353 | 1,069 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 26,154 | 1,061 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 25,608 | 1,039 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 24,909 | 1,010 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fortis Group Advisors, LLC | History | No change | 24,577 | 997 | 0.16% | 0.16% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 23,143 | 985 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shore Point Advisors, LLC | History | No change | 24,114 | 978 | 0.33% | 0.33% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 23,366 | 948 | 0.35% | 0.35% | 182 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Centurion Wealth Management LLC | History | No change | 23,024 | 934 | 0.22% | 0.22% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneAscent Financial Services LLC | History | No change | 22,506 | 913 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 19,963 | 810 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 19,762 | 802 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Indivisible Partners | History | No change | 19,691 | 799 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighPoint Advisor Group LLC | History | No change | 19,511 | 791 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PFG Investments, LLC | History | No change | 19,377 | 786 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nautilus Advisors LLC | History | No change | 19,037 | 786 | 0.46% | 0.46% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 19,106 | 775 | 0.33% | 0.33% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 18,827 | 764 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFI Infinity Ltd. | History | No change | 18,258 | 741 | 0.22% | 0.22% | 193 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Optivise Advisory Services LLC | History | No change | 17,259 | 700 | 0.36% | 0.36% | 194 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 16,245 | 659 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 15,898 | 645 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Algorithmic Investment Models, LLC | History | No change | 15,882 | 644 | 0.75% | 0.75% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 15,225 | 617 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 14,944 | 606 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Strategic Blueprint, LLC | History | No change | 14,556 | 590 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 14,306 | 580 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rathbones Group PLC | History | No change | 14,244 | 578 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Magnus Financial Group LLC | History | No change | 14,239 | 577 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 13,437 | 545 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 12,771 | 518 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ProVise Management Group, LLC | History | No change | 12,698 | 515 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 12,647 | 513 | 0.16% | 0.16% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,474 | 506 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 11,790 | 478 | 0.36% | 0.36% | 209 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 11,589 | 470 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 11,337 | 460 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 11,268 | 457 | 0.06% | 0.06% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Park Square Financial Group, LLC | History | No change | 10,544 | 427 | 3.85% | 3.85% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10,365 | 420 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 10,358 | 420 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Berger Financial Group, Inc | History | No change | 10,278 | 417 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LexAurum Advisors, LLC | History | No change | 10,118 | 410 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ignite Planners, LLC | History | No change | 9,893 | 401 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Analysts, LLC | History | No change | 9,864 | 400 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 9,780 | 396 | 0.39% | 0.39% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 9,493 | 395 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clarus Group, Inc. | History | No change | 9,725 | 394 | 0.13% | 0.13% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 9,304 | 377 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 9,310 | 377 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retireful, LLC | History | No change | 8,960 | 373 | 0.35% | 0.35% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creekside Partners | History | No change | 9,143 | 371 | 0.13% | 0.13% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 8,798 | 357 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sovran Advisors, LLC | History | No change | 8,262 | 353 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 8,466 | 343 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ascent Group, LLC | History | No change | 8,386 | 340 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,330 | 338 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VestGen Investment Management | History | No change | 8,270 | 335 | 0.18% | 0.18% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Encompass More Asset Management | History | No change | 8,155 | 330 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8,100 | 328 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 8,063 | 327 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 8,030 | 325 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SMITH, MOORE & CO. | History | No change | 7,937 | 322 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,664 | 311 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 7,658 | 310 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elm3 Financial Group, LLC | History | No change | 7,614 | 309 | 0.21% | 0.21% | 240 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 7,386 | 299 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 7,085 | 287 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Triumph Capital Management | History | No change | 7,028 | 285 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 6,975 | 283 | 0.09% | 0.09% | 244 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,487 | 263 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,430 | 260 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 6,308 | 256 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,189 | 251 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 6,100 | 247 | 0.12% | 0.12% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 39,160 | 245 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 5,929 | 240 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,769 | 234 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Empirical Asset Management, LLC | History | No change | 5,554 | 225 | 0.05% | 0.05% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | No change | 5,441 | 220 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 5,410 | 219 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OxenFree Capital LLC | History | No change | 5,282 | 218 | 0.1% | 0.1% | 256 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Fortitude Financial, LLC | History | No change | 5,341 | 216 | 0.19% | 0.19% | 257 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,294 | 214 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,227 | 212 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Advisor Alliance | History | No change | 5,031 | 204 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | No change | 4,996 | 202 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Brookstone Capital Management | History | No change | 4,940 | 200 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,789 | 153 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 2,750 | 111 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Luminist Capital LLC | History | No change | 2,475 | 100 | 0.11% | 0.11% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,189 | 88 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IMA Advisory Services, Inc. | History | No change | 2,000 | 81 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1,734 | 70 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,570 | 63 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,530 | 62 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concord Wealth Partners | History | No change | 1,538 | 62 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 1,363 | 55 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peck Wealth Management, LLC | History | No change | 1,200 | 48 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,100 | 44 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,005 | 40 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,001 | 40 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthAvenue LLC | History | No change | 944 | 38 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 815 | 33 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Torren Management, LLC | History | No change | 838 | 33 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Holos Integrated Wealth LLC | History | No change | 790 | 32 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 734 | 29 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 601 | 24 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 545 | 22 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BESSEMER GROUP INC | History | No change | 400 | 16 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 400 | 16 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 334 | 13 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| US BANCORP \DE\ | History | No change | 304 | 12 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 284 | 12 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 313 | 12 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New Hampshire | History | No change | 300 | 12 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 269 | 10 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Princeton Global Asset Management LLC | History | No change | 265 | 10 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 254 | 10 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 245 | 9 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 160 | 6 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 98 | 4 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 123 | 4 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CENTRAL TRUST Co | History | No change | 79 | 3 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 79 | 3 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VANGUARD ADVISERS INC | History | No change | 69 | 2 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |