Nushares ETF Trust - NULV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 11,803,510 | 590,057 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 5,034,628 | 251,681 | 0.87% | 0.87% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,217,859 | 111,181 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 1,926,658 | 96,313 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,293,576 | 64,665 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,208,781 | 60,426 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,099,328 | 54,955 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 576,552 | 28,821 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| UBS Group AG | History | No change | 531,761 | 26,582 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 526,396 | 26,314 | 0.12% | 0.12% | 10 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bank of New York Mellon Corp | History | No change | 486,578 | 24,324 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 453,335 | 22,662 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 402,854 | 20,138 | 0.29% | 0.29% | 13 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EASTERN BANK | History | No change | 288,102 | 14,402 | 0.22% | 0.22% | 14 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 253,549 | 12,674 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 245,922 | 12,293 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 245,765 | 12,285 | 0.15% | 0.15% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EP Wealth Advisors, LLC | History | No change | 235,925 | 11,793 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 213,367 | 10,665 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 191,358 | 9,565 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 189,725 | 9,484 | 0.34% | 0.34% | 21 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 185,205 | 9,258 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 159,128 | 7,954 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 164,412 | 7,832 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 156,438 | 7,820 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 150,617 | 7,529 | 1.01% | 1.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forefront Analytics, LLC | History | No change | 140,912 | 7,044 | 7.65% | 7.65% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 135,118 | 6,754 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 132,674 | 6,632 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 143,041 | 6,508 | 0.18% | 0.18% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 129,431 | 6,470 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 126,415 | 6,319 | 2.67% | 2.67% | 32 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 125,222 | 6,259 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 120,872 | 6,042 | 0.36% | 0.36% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 109,734 | 5,485 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 100,126 | 5,005 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 100,000 | 4,999 | 0.19% | 0.19% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 96,788 | 4,838 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 86,682 | 4,333 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | No change | 85,771 | 4,287 | 0.28% | 0.28% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plum Street Advisors, LLC | History | No change | 85,371 | 4,267 | 1.36% | 1.36% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 83,538 | 4,176 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 82,960 | 4,147 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 82,919 | 4,145 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 79,972 | 3,997 | 1.39% | 1.39% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CX Institutional | History | Reduced | 72,218 | 3,802 | 0.1% | 0.1% | 46 | -113 | -0.16% | Q3 2026 | Oct 02, 2026 |
| Evolution Advisers, Inc. | History | No change | 75,631 | 3,780 | 1.39% | 1.39% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 71,631 | 3,580 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Private Advisor Group, LLC | History | No change | 70,689 | 3,533 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 68,930 | 3,445 | 0.32% | 0.32% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BSW Wealth Partners | History | No change | 61,429 | 3,070 | 0.34% | 0.34% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equita Financial Network, Inc. | History | No change | 58,118 | 2,905 | 0.81% | 0.81% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 57,904 | 2,895 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 54,965 | 2,747 | 1.71% | 1.71% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Day In July LLC | History | No change | 54,164 | 2,707 | 0.19% | 0.19% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 53,943 | 2,696 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 52,896 | 2,637 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 52,442 | 2,621 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HSBC HOLDINGS PLC | History | No change | 51,006 | 2,549 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 49,511 | 2,475 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 47,115 | 2,355 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 46,715 | 2,335 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CGN Advisors LLC | History | No change | 46,095 | 2,304 | 0.17% | 0.17% | 63 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 46,031 | 2,301 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 45,055 | 2,252 | 0.42% | 0.42% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 44,645 | 2,231 | 0.29% | 0.29% | 66 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 44,588 | 2,228 | 0.23% | 0.23% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 43,949 | 2,197 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 43,879 | 2,193 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 39,612 | 1,980 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sincerus Advisory, LLC | History | No change | 37,589 | 1,879 | 1.28% | 1.28% | 71 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 34,917 | 1,745 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 34,386 | 1,718 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Ledyard National Bank | History | No change | 33,721 | 1,685 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 33,318 | 1,665 | 0.89% | 0.89% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Falcon Wealth Planning | History | No change | 32,406 | 1,619 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 32,262 | 1,612 | 0.1% | 0.1% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 31,724 | 1,585 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 30,414 | 1,520 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 27,354 | 1,367 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 27,079 | 1,353 | 0.33% | 0.33% | 81 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Curtis Advisory Group, LLC | History | No change | 26,524 | 1,325 | 0.26% | 0.26% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 26,476 | 1,323 | 0.73% | 0.73% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 25,517 | 1,275 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 24,525 | 1,260 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 24,571 | 1,228 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 24,554 | 1,227 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 24,395 | 1,219 | 0.09% | 0.09% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24,383 | 1,218 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 23,893 | 1,194 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| COMMERCE BANK | History | No change | 23,286 | 1,164 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 22,619 | 1,130 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 22,449 | 1,122 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 22,454 | 1,122 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | No change | 22,073 | 1,103 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 21,761 | 1,087 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PFG Investments, LLC | History | No change | 21,259 | 1,062 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WNY Asset Management, LLC | History | No change | 21,180 | 1,058 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| McAdam, LLC | History | No change | 20,622 | 1,030 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 20,504 | 1,024 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 19,404 | 970 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Laurel Wealth Planning LLC | History | No change | 19,341 | 966 | 0.43% | 0.43% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Modern Wealth Management, LLC | History | No change | 19,293 | 964 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | No change | 19,251 | 962 | 0.12% | 0.12% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 19,006 | 950 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Milestone Investment Advisors LLC | History | No change | 18,830 | 941 | 0.2% | 0.2% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Portfolios, Inc. | History | No change | 18,631 | 931 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 18,643 | 931 | 0.44% | 0.44% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 17,826 | 891 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RMG Wealth Management LLC | History | No change | 7,314 | 857 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 16,813 | 840 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 16,680 | 833 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 16,666 | 833 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 15,845 | 792 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | No change | 15,683 | 783 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 15,387 | 769 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 15,254 | 763 | 0.38% | 0.38% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Management Group, LLC | History | No change | 15,193 | 759 | 0.18% | 0.18% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Financial Network, Inc. | History | No change | 14,800 | 739 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 14,337 | 716 | 0.5% | 0.5% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 13,971 | 698 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 13,789 | 689 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 13,655 | 682 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 13,256 | 662 | 0.26% | 0.26% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 13,053 | 652 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paulson Wealth Management Inc. | History | No change | 13,005 | 650 | 0.14% | 0.14% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 12,905 | 645 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,817 | 640 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DDFG, Inc | History | No change | 12,699 | 634 | 0.13% | 0.13% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,639 | 631 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 12,346 | 617 | 0.3% | 0.3% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 12,234 | 611 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 12,171 | 608 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 12,026 | 601 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,990 | 599 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Addison Advisors LLC | History | No change | 11,947 | 597 | 0.28% | 0.28% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | No change | 11,912 | 595 | 0.11% | 0.11% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 11,763 | 588 | 0.16% | 0.16% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 11,752 | 587 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 11,715 | 585 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Old Peak Finance LLC | History | No change | 11,551 | 577 | 0.28% | 0.28% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 11,389 | 569 | 0.26% | 0.26% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 11,212 | 560 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colorado Capital Management, Inc. | History | No change | 11,164 | 558 | 0.19% | 0.19% | 144 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| VestGen Advisors, LLC | History | No change | 11,128 | 556 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Pacific Financial | History | No change | 10,713 | 535 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 10,610 | 530 | 0.28% | 0.28% | 147 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Creative Planning | History | No change | 10,444 | 522 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maia Wealth LLC | History | No change | 10,379 | 518 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 10,326 | 516 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 9,925 | 496 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 9,803 | 490 | 0.12% | 0.12% | 152 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 9,531 | 482 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RVW Wealth, LLC | History | No change | 9,526 | 476 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 9,334 | 466 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trademark Financial Management, LLC | History | No change | 9,116 | 455 | 0.19% | 0.19% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Triad Wealth Partners, LLC | History | No change | 8,662 | 454 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 8,881 | 443 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Estate Counselors, LLC | History | No change | 8,830 | 441 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | No change | 8,645 | 432 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Western Wealth Management, LLC | History | No change | 8,587 | 429 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 8,591 | 429 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 8,494 | 424 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DeDora Capital, Inc. | History | No change | 8,455 | 422 | 0.09% | 0.09% | 164 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,149 | 407 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Columbia River Financial Group, LLC | History | No change | 7,884 | 394 | 0.21% | 0.21% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 7,738 | 390 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 7,799 | 389 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,728 | 386 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearview Wealth Management LLC | History | No change | 7,705 | 385 | 0.25% | 0.25% | 170 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 7,569 | 378 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 7,565 | 378 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trust Co | History | No change | 7,559 | 377 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clarity Wealth Development LLC | History | No change | 7,554 | 377 | 0.21% | 0.21% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 7,440 | 371 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wolff Financial Management LLC | History | No change | 7,362 | 368 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 7,329 | 366 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,150 | 357 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XTX Topco Ltd | History | No change | 6,885 | 344 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McCartney Wealth Management LLC | History | No change | 6,897 | 344 | 0.26% | 0.26% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Riverwater Partners LLC | History | No change | 6,809 | 340 | 0.1% | 0.1% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 6,637 | 331 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 6,489 | 324 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,482 | 324 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Snider Financial Group | History | No change | 6,452 | 322 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MAI Capital Management | History | No change | 6,327 | 316 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JGP Wealth Management, LLC | History | No change | 6,341 | 316 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Compton Financial Group, LLC | History | No change | 6,312 | 315 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,158 | 307 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winter & Associates, Inc. | History | No change | 6,124 | 306 | 0.23% | 0.23% | 190 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 6,108 | 305 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trek Financial, LLC | History | No change | 6,066 | 303 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rede Wealth, LLC | History | No change | 6,033 | 301 | 0.1% | 0.1% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focused Wealth Management, Inc | History | No change | 6,014 | 300 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tortoise Investment Management, LLC | History | No change | 6,015 | 300 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 5,854 | 292 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Keener Financial Planning LLC | History | No change | 5,796 | 289 | 0.1% | 0.1% | 197 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 5,715 | 285 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 5,671 | 283 | 0.43% | 0.43% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 5,450 | 272 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 5,300 | 264 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,268 | 263 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 5,211 | 260 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 5,218 | 260 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Argyle Capital Partners, LLC | History | No change | 5,164 | 258 | 0.16% | 0.16% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 5,147 | 257 | 0.14% | 0.14% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Occidental Asset Management, LLC | History | No change | 5,058 | 252 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vantage Point Financial LLC | History | No change | 5,025 | 251 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stewardship Advisors, LLC | History | No change | 4,910 | 245 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 4,868 | 243 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | No change | 4,743 | 237 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WARNER FINANCIAL, INC | History | No change | 4,761 | 237 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 4,741 | 236 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,686 | 234 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key FInancial Inc | History | No change | 4,681 | 234 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,525 | 226 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 4,508 | 225 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Foster Group, Inc. | History | No change | 4,493 | 224 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Crane Advisory, LLC | History | No change | 4,364 | 224 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 4,438 | 221 | 0.09% | 0.09% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 4,408 | 220 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 4,402 | 220 | 0.12% | 0.12% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AIRE ADVISORS, LLC | History | No change | 4,355 | 217 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,243 | 212 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighPoint Advisor Group LLC | History | No change | 4,216 | 210 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 4,166 | 208 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 4,018 | 200 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,974 | 198 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 3,937 | 196 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,691 | 184 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 3,688 | 184 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,638 | 181 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 3,145 | 157 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Concord Wealth Partners | History | No change | 2,890 | 144 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Capital Management LLC | History | No change | 2,627 | 131 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 2,464 | 123 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,428 | 121 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,336 | 116 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,102 | 105 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,062 | 103 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,965 | 98 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,957 | 97 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,867 | 93 | 0.08% | 0.08% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,684 | 84 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | No change | 1,680 | 83 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,580 | 79 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,531 | 77 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,454 | 72 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,392 | 69 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Front Row Advisors LLC | History | No change | 1,155 | 62 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 932 | 46 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 835 | 41 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 766 | 38 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Investors Research Corp | History | No change | 737 | 36 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 710 | 35 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunrise Financial Services, LLC | History | No change | 703 | 35 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CDKV HOLDINGS LLC | History | No change | 700 | 34 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hickory Point Bank & Trust | History | New | 611 | 32 | 0.02% | — | 258 | +611 | New | Q3 2026 | Oct 01, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 635 | 31 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 608 | 30 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 484 | 24 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 474 | 23 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 430 | 21 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 425 | 21 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 382 | 19 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 262 | 13 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GW&K Investment Management, LLC | History | No change | 230 | 11 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 239 | 11 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 238 | 11 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kroeger Financial Partners | History | No change | 226 | 11 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD ADVISERS INC | History | No change | 212 | 10 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 181 | 9 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 170 | 8 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investors Portfolio Services LLC | History | No change | 178 | 8 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capitol Family Office, Inc. | History | No change | 134 | 6 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Redwood Park Advisors LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 78 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 56 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cheviot Value Management, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 53 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |