PIMCO ETF Trust - MINT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 32,029,913 | 3,227,654 | 0.18% | 0.18% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 10,403,312 | 1,048,757 | 1.8% | 1.8% | 2 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | No change | 9,255,763 | 933,073 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,074,632 | 511,573 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 4,955,306 | 499,544 | 0.11% | 0.11% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 3,356,371 | 338,355 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,308,137 | 232,683 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,367,299 | 137,837 | 0.14% | 0.14% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,202,526 | 121,227 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 1,141,965 | 115,121 | 0.54% | 0.54% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allianz Asset Management GmbH | History | No change | 1,085,435 | 109,422 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,033,711 | 104,208 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bramshill Investments, LLC | History | No change | 1,005,246 | 101,338 | 7.75% | 7.75% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 886,530 | 89,371 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 858,957 | 86,592 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 800,438 | 80,692 | 0.27% | 0.27% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Krilogy Financial LLC | History | No change | 783,175 | 78,951 | 2.33% | 2.33% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 775,541 | 78,182 | 0.23% | 0.23% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 734,908 | 74,086 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 722,776 | 72,863 | 2.62% | 2.62% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 658,745 | 66,413 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 599,952 | 60,481 | 0.28% | 0.28% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 586,937 | 59,169 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisor OS, LLC | History | No change | 565,803 | 57,038 | 3.81% | 3.81% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 561,867 | 56,641 | 6.2% | 6.2% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 547,862 | 55,230 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | No change | 488,205 | 49,215 | 0.49% | 0.49% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 484,916 | 48,884 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 462,191 | 46,593 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Modern Wealth Management, LLC | History | No change | 456,112 | 45,980 | 0.55% | 0.55% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gainplan LLC | History | No change | 451,186 | 45,484 | 17.92% | 17.92% | 31 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 440,001 | 44,356 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 392,414 | 39,559 | 0.46% | 0.46% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Family Manage LLC | History | No change | 389,155 | 39,230 | 4.02% | 4.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 381,442 | 38,453 | 0.72% | 0.72% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 380,583 | 38,367 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Destination Wealth Management | History | No change | 352,916 | 35,577 | 0.83% | 0.83% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 350,743 | 35,358 | 0.21% | 0.21% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 346,949 | 34,892 | 6.01% | 6.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | No change | 333,191 | 33,588 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 318,014 | 32,058 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 302,746 | 30,519 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 275,603 | 27,783 | 1.06% | 1.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 268,951 | 27,113 | 0.15% | 0.15% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 260,708 | 26,281 | 1.3% | 1.3% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Capital Management LLC | History | No change | 254,494 | 25,655 | 2.1% | 2.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waterway Wealth Management, LLC | History | No change | 247,582 | 24,958 | 5.1% | 5.1% | 47 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITIGROUP INC | History | No change | 232,371 | 23,425 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 223,597 | 22,540 | 0.3% | 0.3% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 221,702 | 22,349 | 15.06% | 15.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 219,921 | 22,170 | 7.3% | 7.3% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 214,644 | 21,638 | 0.56% | 0.56% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 212,659 | 21,438 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 211,497 | 21,321 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KWMG, LLC | History | No change | 209,503 | 21,119 | 1.53% | 1.53% | 55 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Arax Advisory Partners | History | No change | 201,520 | 20,315 | 0.13% | 0.13% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 198,858 | 20,046 | 0.86% | 0.86% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Providence First Trust Co | History | No change | 188,307 | 18,983 | 5.31% | 5.31% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | No change | 182,111 | 18,358 | 0.72% | 0.72% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 179,817 | 18,127 | 0.27% | 0.27% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NOVEM GROUP | History | No change | 176,273 | 17,770 | 1.8% | 1.8% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 173,128 | 17,453 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 171,110 | 17,241 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams Financial, LLC | History | No change | 168,887 | 17,025 | 8.8% | 8.8% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brick & Kyle, Associates | History | No change | 167,922 | 16,887 | 5.57% | 5.57% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 165,539 | 16,688 | 0.16% | 0.16% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | No change | 163,225 | 16,454 | 1.06% | 1.06% | 67 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 163,013 | 16,394 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Addison Capital Co | History | No change | 159,920 | 16,121 | 2.64% | 2.64% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 157,819 | 15,910 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 157,490 | 15,876 | 6.97% | 6.97% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 155,034 | 15,628 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 151,771 | 15,300 | 0.15% | 0.15% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 151,361 | 15,258 | 0.31% | 0.31% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 149,639 | 15,085 | 2.97% | 2.97% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cottage Street Advisors LLC | History | No change | 146,584 | 14,777 | 5.71% | 5.71% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 143,974 | 14,509 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 143,821 | 14,498 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 141,824 | 14,297 | 0.14% | 0.14% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 140,325 | 14,146 | 0.12% | 0.12% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 139,776 | 14,090 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 138,021 | 13,913 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 137,306 | 13,841 | 0.85% | 0.85% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Delta Investment Management, LLC | History | No change | 133,775 | 13,485 | 2.22% | 2.22% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 133,539 | 13,462 | 2.04% | 2.04% | 85 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BROWN ADVISORY INC | History | No change | 131,936 | 13,300 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 131,237 | 13,230 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 130,964 | 13,202 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stokes Capital Advisors, LLC | History | No change | 128,565 | 12,960 | 2.78% | 2.78% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essex Financial Services, Inc. | History | No change | 128,162 | 12,920 | 0.64% | 0.64% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 124,173 | 12,517 | 2.03% | 2.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 122,282 | 12,327 | 2.52% | 2.52% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 121,516 | 12,250 | 0.76% | 0.76% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VANCE WEALTH, LLC | History | No change | 119,567 | 12,053 | 2.72% | 2.72% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 119,267 | 12,023 | 0.2% | 0.2% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 118,966 | 11,993 | 0.14% | 0.14% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 117,164 | 11,811 | 1.24% | 1.24% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elite Financial, Inc. | History | No change | 115,122 | 11,605 | 4.69% | 4.69% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 113,585 | 11,450 | 1.1% | 1.1% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 113,492 | 11,441 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 109,128 | 10,999 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 107,489 | 10,835 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 107,362 | 10,823 | 0.19% | 0.19% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 107,317 | 10,818 | 4.19% | 4.19% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 107,009 | 10,787 | 2.89% | 2.89% | 105 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NavPoint Financial, Inc. | History | No change | 106,235 | 10,709 | 3.97% | 3.97% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aviance Capital Partners, LLC | History | No change | 105,748 | 10,660 | 1.11% | 1.11% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 100,653 | 10,119 | 7.88% | 7.88% | 108 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 99,376 | 10,018 | 2.44% | 2.44% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 97,890 | 9,868 | 0.28% | 0.28% | 110 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 96,614 | 9,739 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Alexis Investment Partners, LLC | History | No change | 96,112 | 9,685 | 5.66% | 5.66% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | No change | 95,781 | 9,655 | 0.28% | 0.28% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Koenig Investment Advisory, LLC | History | No change | 95,328 | 9,610 | 7.47% | 7.47% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aprio Wealth Management, LLC | History | No change | 91,671 | 9,241 | 0.46% | 0.46% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Palumbo Wealth Management LLC | History | No change | 91,663 | 9,240 | 1.93% | 1.93% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 90,644 | 9,137 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Center For Asset Management LLC | History | No change | 89,582 | 9,030 | 4.01% | 4.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 88,730 | 8,944 | 0.16% | 0.16% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PMG Wealth Management, Inc. | History | No change | 88,999 | 8,943 | 5.53% | 5.53% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 85,995 | 8,669 | 0.34% | 0.34% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 83,748 | 8,442 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 82,576 | 8,324 | 0.26% | 0.26% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 82,205 | 8,287 | 0.53% | 0.53% | 124 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 81,971 | 8,263 | 1.41% | 1.41% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SITTNER & NELSON, LLC | History | No change | 81,262 | 8,192 | 2.58% | 2.58% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 80,442 | 8,109 | 0.29% | 0.29% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 79,719 | 8,036 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 79,210 | 7,985 | 0.49% | 0.49% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 78,214 | 7,884 | 1.03% | 1.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mission Financial Group, LLC | History | No change | 78,211 | 7,884 | 6.54% | 6.54% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heirloom Wealth Management | History | No change | 77,209 | 7,783 | 1.13% | 1.13% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 76,633 | 7,725 | 3.46% | 3.46% | 133 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WBH ADVISORY INC | History | No change | 74,295 | 7,489 | 0.5% | 0.5% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 73,805 | 7,440 | 1.85% | 1.85% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avion Wealth | History | No change | 71,928 | 7,251 | 1.35% | 1.35% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 71,556 | 7,213 | 0.15% | 0.15% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GatePass Capital, LLC | History | No change | 70,893 | 7,146 | 2.71% | 2.71% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trek Financial, LLC | History | No change | 70,193 | 7,076 | 0.35% | 0.35% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 69,895 | 7,046 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 69,234 | 6,979 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 69,220 | 6,978 | 5.38% | 5.38% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 67,896 | 6,844 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 67,844 | 6,839 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planned Solutions, Inc. | History | No change | 67,790 | 6,833 | 1.96% | 1.96% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 67,112 | 6,765 | 0.13% | 0.13% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 67,058 | 6,760 | 0.25% | 0.25% | 147 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Oceanside Advisors LLC | History | No change | 66,004 | 6,653 | 3.36% | 3.36% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 65,869 | 6,640 | 2.33% | 2.33% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 65,410 | 6,593 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | No change | 64,804 | 6,532 | 0.12% | 0.12% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 64,340 | 6,486 | 0.2% | 0.2% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | No change | 63,951 | 6,446 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CHANNEL WEALTH LLC | History | No change | 63,749 | 6,426 | 1.44% | 1.44% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Flagship Private Wealth, LLC | History | No change | 63,698 | 6,421 | 2.27% | 2.27% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Procyon Advisors, LLC | History | No change | 63,455 | 6,396 | 0.28% | 0.28% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 63,298 | 6,381 | 0.16% | 0.16% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 62,648 | 6,315 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WCG Wealth Advisors LLC | History | No change | 62,545 | 6,305 | 0.15% | 0.15% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 62,449 | 6,295 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFW Advisors LLC | History | No change | 62,249 | 6,275 | 1.83% | 1.83% | 161 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 61,816 | 6,231 | 0.4% | 0.4% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | No change | 61,802 | 6,230 | 0.16% | 0.16% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 59,979 | 6,090 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 60,348 | 6,073 | 0.8% | 0.8% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BHK Investment Advisors, LLC | History | No change | 59,582 | 6,006 | 1.79% | 1.79% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 58,977 | 5,945 | 4.86% | 4.86% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 58,956 | 5,943 | 0.26% | 0.26% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 58,027 | 5,849 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 57,744 | 5,821 | 0.68% | 0.68% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Uncommon Cents Investing LLC | History | No change | 57,585 | 5,805 | 1.26% | 1.26% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 57,384 | 5,784 | 0.14% | 0.14% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kathmere Capital Management, LLC | History | No change | 56,126 | 5,658 | 0.3% | 0.3% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smith Thornton Advisors LLC | History | No change | 56,181 | 5,648 | 2.49% | 2.49% | 174 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stone Wealth Partners | History | No change | 55,778 | 5,622 | 4.11% | 4.11% | 175 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 55,380 | 5,582 | 0.33% | 0.33% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 55,032 | 5,547 | 3.58% | 3.58% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 54,823 | 5,526 | 3.97% | 3.97% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Johnson Financial Group, LLC | History | No change | 54,674 | 5,511 | 0.3% | 0.3% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO | History | No change | 53,186 | 5,347 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TFR Capital, LLC. | History | No change | 52,526 | 5,295 | 1.49% | 1.49% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Management Associates, Inc | History | No change | 52,501 | 5,292 | 1.06% | 1.06% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 52,430 | 5,285 | 3.39% | 3.39% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Investment Advisors / MI | History | No change | 52,344 | 5,276 | 0.32% | 0.32% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 51,903 | 5,232 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 51,867 | 5,228 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 51,851 | 5,227 | 0.88% | 0.88% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 50,650 | 5,094 | 0.08% | 0.08% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 50,466 | 5,087 | 0.18% | 0.18% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 50,060 | 5,046 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIMA LLC | History | No change | 50,001 | 5,040 | 4.91% | 4.91% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jacobi Capital Management LLC | History | No change | 49,096 | 4,949 | 0.24% | 0.24% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Oxinas Partners, LLC | History | No change | 48,847 | 4,924 | 1.94% | 1.94% | 193 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Curi Capital, LLC | History | No change | 48,491 | 4,888 | 0.08% | 0.08% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVOCATE GROUP LLC | History | No change | 48,356 | 4,874 | 0.73% | 0.73% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WINCAP FINANCIAL LLC | History | No change | 48,073 | 4,846 | 2.62% | 2.62% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Goodman Advisory Group, LLC | History | No change | 47,581 | 4,796 | 1.1% | 1.1% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| City Center Advisors, LLC | History | No change | 47,575 | 4,795 | 3.88% | 3.88% | 198 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 47,495 | 4,787 | 0.75% | 0.75% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Values First Advisors, Inc. | History | No change | 46,886 | 4,726 | 2.16% | 2.16% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Friedenthal Financial | History | No change | 46,836 | 4,721 | 2.18% | 2.18% | 201 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CIM, LLC | History | No change | 46,531 | 4,690 | 0.61% | 0.61% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 46,382 | 4,675 | 0.17% | 0.17% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Flaharty Asset Management, LLC | History | No change | 45,705 | 4,595 | 6.58% | 6.58% | 204 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 45,243 | 4,560 | 2.81% | 2.81% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 45,064 | 4,542 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 44,414 | 4,477 | 2.07% | 2.07% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 44,122 | 4,447 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 44,105 | 4,446 | 2.15% | 2.15% | 209 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GeoWealth Management, LLC | History | No change | 43,877 | 4,423 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 43,860 | 4,421 | 0.1% | 0.1% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| StoneX Group Inc. | History | No change | 43,741 | 4,409 | 0.18% | 0.18% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SFG Wealth Management, LLC. | History | No change | 42,657 | 4,300 | 1.55% | 1.55% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ABLE Financial Group, LLC | History | No change | 41,841 | 4,217 | 0.71% | 0.71% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 41,496 | 4,183 | 0.52% | 0.52% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 41,179 | 4,151 | 0.55% | 0.55% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | No change | 41,164 | 4,149 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CreativeOne Wealth, LLC | History | No change | 40,810 | 4,114 | 0.09% | 0.09% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 40,110 | 4,043 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Nest Investments, LLC | History | No change | 39,980 | 4,030 | 3.06% | 3.06% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sachetta, LLC | History | No change | 39,613 | 3,993 | 1.94% | 1.94% | 221 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Camelot Portfolios, LLC | History | No change | 39,445 | 3,976 | 2.78% | 2.78% | 222 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SkyOak Wealth, LLC | History | No change | 39,004 | 3,931 | 0.64% | 0.64% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 38,119 | 3,829 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 37,707 | 3,801 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 37,656 | 3,796 | 0.17% | 0.17% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 37,495 | 3,779 | 0.4% | 0.4% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 37,457 | 3,776 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BIP Wealth, LLC | History | No change | 37,022 | 3,732 | 0.11% | 0.11% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 36,958 | 3,725 | 2.15% | 2.15% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHOREO, LLC | History | No change | 36,779 | 3,707 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Essential Planning, LLC. | History | No change | 36,001 | 3,629 | 1.03% | 1.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 35,105 | 3,538 | 0.18% | 0.18% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 35,085 | 3,536 | 2.31% | 2.31% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthCoast Asset Management LLC | History | No change | 35,044 | 3,532 | 0.08% | 0.08% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 34,790 | 3,507 | 1.12% | 1.12% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | No change | 34,779 | 3,506 | 3.08% | 3.08% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mattern Wealth Management LLC | History | No change | 34,705 | 3,498 | 0.57% | 0.57% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 34,406 | 3,468 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 34,063 | 3,433 | 0.14% | 0.14% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 32,914 | 3,318 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 32,206 | 3,246 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 31,725 | 3,198 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Lido Advisors, LLC | History | No change | 31,683 | 3,193 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 31,392 | 3,164 | 1.17% | 1.17% | 245 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Intergy Private Wealth, LLC | History | No change | 30,973 | 3,122 | 0.72% | 0.72% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 30,741 | 3,099 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 30,561 | 3,080 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Management, LLC | History | No change | 30,041 | 3,029 | 1.18% | 1.18% | 249 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TFB Advisors LLC | History | No change | 29,668 | 2,990 | 1.32% | 1.32% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Norris Financial Group, LLC | History | No change | 29,639 | 2,987 | 1.19% | 1.19% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Foundry Financial Group, Inc. | History | No change | 29,266 | 2,950 | 1.28% | 1.28% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 29,071 | 2,930 | 1.15% | 1.15% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paulson Wealth Management Inc. | History | No change | 28,699 | 2,893 | 0.61% | 0.61% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 28,606 | 2,883 | 0.05% | 0.05% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 28,425 | 2,865 | 1.04% | 1.04% | 256 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 28,183 | 2,841 | 0.24% | 0.24% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 27,952 | 2,817 | 0.19% | 0.19% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Strategies Group, Inc. | History | No change | 27,781 | 2,797 | 0.45% | 0.45% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 27,740 | 2,796 | 1.56% | 1.56% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 27,572 | 2,780 | 0.28% | 0.28% | 261 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 27,570 | 2,779 | 1.92% | 1.92% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compass Financial Group, Inc. | History | No change | 26,894 | 2,711 | 1.15% | 1.15% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 26,851 | 2,706 | 0.13% | 0.13% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 26,870 | 2,696 | 2.31% | 2.31% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 26,708 | 2,692 | 0.08% | 0.08% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 26,437 | 2,665 | 0.43% | 0.43% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 26,185 | 2,639 | 1.44% | 1.44% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wagner Wealth Management, LLC | History | No change | 26,177 | 2,638 | 0.49% | 0.49% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 25,994 | 2,620 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Adams Wealth Management | History | No change | 25,906 | 2,611 | 0.5% | 0.5% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 25,630 | 2,583 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 25,653 | 2,577 | 0.12% | 0.12% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 25,523 | 2,572 | 0.49% | 0.49% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ruggaard & Associates LLC | History | No change | 25,352 | 2,555 | 0.92% | 0.92% | 275 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 25,312 | 2,551 | 0.69% | 0.69% | 276 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 24,994 | 2,519 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 24,938 | 2,513 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY TRUST CO | History | No change | 24,756 | 2,495 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 24,727 | 2,492 | 1.54% | 1.54% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Peck Wealth Management, LLC | History | No change | 24,605 | 2,480 | 2.09% | 2.09% | 281 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 24,393 | 2,459 | 0.05% | 0.05% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 24,267 | 2,446 | 0.08% | 0.08% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PAX Financial Group, LLC | History | No change | 24,131 | 2,432 | 0.36% | 0.36% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blueprint Investment Partners LLC | History | No change | 23,953 | 2,414 | 0.2% | 0.2% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Csenge Advisory Group | History | No change | 23,765 | 2,395 | 0.1% | 0.1% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 23,762 | 2,395 | 0.27% | 0.27% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | No change | 23,274 | 2,341 | 0.25% | 0.25% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 23,195 | 2,335 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Somerset Group LLC | History | No change | 23,053 | 2,318 | 1.63% | 1.63% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 22,415 | 2,259 | 0.77% | 0.77% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 22,117 | 2,223 | 0.6% | 0.22% | 292 | +13,860 | 167.86% | Q3 2026 | Oct 02, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 22,020 | 2,219 | 0.38% | 0.38% | 293 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Net Worth Advisory Group | History | No change | 21,903 | 2,208 | 0.56% | 0.56% | 294 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sowell Financial Services LLC | History | No change | 21,327 | 2,150 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 21,210 | 2,138 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 21,152 | 2,132 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 21,126 | 2,129 | 1.72% | 1.72% | 298 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 20,891 | 2,106 | 0.25% | 0.25% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 20,875 | 2,103 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |