Nushares ETF Trust - NUSC
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 | 1,948,385 | 101,549 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,809,595 | 94,316 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 1,546,982 | 80,626 | 8.47% | 8.47% | 3 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,191,187 | 62,084 | 0.21% | 0.21% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,058,129 | 55,150 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,048,387 | 54,641 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,037,858 | 54,093 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 876,476 | 45,681 | 0.56% | 0.56% | 8 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LPL Financial LLC | History | No change | 838,353 | 43,694 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 446,466 | 23,269 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Boston Common Asset Management, LLC | History | No change | 419,630 | 21,871 | 1.3% | 1.3% | 11 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 294,384 | 15,343 | 6.2% | 6.2% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Pacific Financial | History | No change | 260,637 | 13,584 | 1.62% | 1.62% | 13 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 259,819 | 13,541 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 257,008 | 13,395 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WCG Wealth Advisors LLC | History | No change | 237,572 | 12,382 | 0.29% | 0.29% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 217,124 | 11,316 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 216,566 | 11,287 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 169,185 | 8,817 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 150,593 | 7,860 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 138,301 | 7,208 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DeDora Capital, Inc. | History | No change | 135,160 | 7,044 | 1.53% | 1.53% | 22 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Colorado Capital Management, Inc. | History | No change | 133,688 | 6,968 | 2.38% | 2.38% | 23 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 133,454 | 6,955 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 130,437 | 6,798 | 2.89% | 2.89% | 25 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 127,194 | 6,558 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 121,900 | 6,353 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 121,636 | 6,339 | 0.13% | 0.13% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 119,284 | 6,217 | 2.18% | 2.18% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 114,112 | 5,947 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 109,636 | 5,714 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 108,786 | 5,669 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cetera Investment Advisers | History | No change | 104,243 | 5,433 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 101,563 | 5,293 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 94,514 | 4,926 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 88,259 | 4,600 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 85,607 | 4,433 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 82,714 | 4,311 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 77,279 | 4,027 | 0.74% | 0.74% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 74,086 | 3,861 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 70,925 | 3,696 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BSW Wealth Partners | History | No change | 68,509 | 3,570 | 0.4% | 0.4% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 66,431 | 3,462 | 0.12% | 0.12% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 62,651 | 3,265 | 1.38% | 1.38% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SilverOak Wealth Management LLC | History | No change | 62,225 | 3,243 | 0.42% | 0.42% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 59,252 | 3,088 | 1.45% | 1.45% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 58,824 | 3,065 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 57,358 | 2,989 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 57,514 | 2,944 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 54,793 | 2,855 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 54,209 | 2,825 | 0.36% | 0.36% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 51,152 | 2,666 | 0.21% | 0.21% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Westfuller Advisors, LLC | History | No change | 50,276 | 2,620 | 0.95% | 0.95% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IMPACTfolio, LLC | History | No change | 46,108 | 2,403 | 0.91% | 0.91% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Xena Financial Planning, LLC | History | No change | 43,965 | 2,291 | 2.2% | 2.2% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Corundum Group, Inc. | History | No change | 43,317 | 2,257 | 0.67% | 0.67% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO | History | No change | 42,812 | 2,208 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 42,145 | 2,196 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 41,898 | 2,183 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pioneer Wealth Management Group | History | No change | 41,537 | 2,164 | 0.52% | 0.52% | 60 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clarity Wealth Development LLC | History | No change | 40,258 | 2,098 | 1.16% | 1.16% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 39,304 | 2,008 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 37,711 | 1,965 | 0.67% | 0.67% | 63 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HM PAYSON & CO | History | No change | 35,693 | 1,860 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 34,459 | 1,796 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Modern Wealth Management, LLC | History | No change | 32,766 | 1,707 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 32,674 | 1,702 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 32,377 | 1,687 | 0.1% | 0.1% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 32,305 | 1,683 | 0.17% | 0.17% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pathstone Holdings, LLC | History | No change | 32,298 | 1,683 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stewardship Advisors, LLC | History | No change | 30,329 | 1,580 | 0.33% | 0.33% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equita Financial Network, Inc. | History | No change | 30,159 | 1,571 | 0.44% | 0.44% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 28,735 | 1,497 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 28,053 | 1,462 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 27,961 | 1,457 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brio Consultants, LLC | History | No change | 27,162 | 1,415 | 0.17% | 0.17% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 25,833 | 1,346 | 0.12% | 0.12% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Capital Management, LLC | History | No change | 27,804 | 1,252 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 25,301 | 1,233 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 23,020 | 1,199 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Napier Financial, LLC | History | No change | 22,903 | 1,193 | 0.25% | 0.25% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Diversified Enterprises, LLC | History | No change | 22,855 | 1,191 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 22,679 | 1,190 | 0.41% | 0.41% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 22,610 | 1,178 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 21,932 | 1,143 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 21,389 | 1,114 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 21,285 | 1,109 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 20,700 | 1,078 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,519 | 1,069 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evolution Advisers, Inc. | History | No change | 20,350 | 1,060 | 0.39% | 0.39% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 19,387 | 1,010 | 0.4% | 0.4% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 19,235 | 1,002 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 19,089 | 994 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 18,774 | 978 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,738 | 976 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | No change | 18,555 | 967 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 18,104 | 943 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 17,452 | 909 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | Reduced | 18,356 | 890 | 0.06% | 0.06% | 99 | -2 | -0.01% | Q3 2026 | Oct 06, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 16,890 | 880 | 0.11% | 0.11% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Midwest Trust Co | History | No change | 16,700 | 870 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McCartney Wealth Management LLC | History | No change | 16,345 | 851 | 0.65% | 0.65% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BOKF, NA | History | No change | 16,005 | 834 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 15,918 | 829 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Affiance Financial, LLC | History | No change | 15,624 | 814 | 0.12% | 0.12% | 105 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 15,294 | 797 | 0.18% | 0.18% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | No change | 15,083 | 786 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 14,595 | 760 | 0.34% | 0.34% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TriaGen Wealth Management LLC | History | No change | 14,447 | 752 | 0.19% | 0.19% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 14,409 | 750 | 0.41% | 0.41% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bensler, LLC | History | No change | 14,290 | 744 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CX Institutional | History | Reduced | 15,254 | 740 | 0.02% | 0.02% | 112 | -174 | -1.13% | Q3 2026 | Oct 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 14,097 | 734 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 13,648 | 711 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | History | No change | 13,414 | 699 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Planning LLC | History | No change | 13,070 | 681 | 0.3% | 0.3% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SK Wealth Management, LLC | History | No change | 12,956 | 680 | 0.15% | 0.15% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 12,687 | 661 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,288 | 640 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 12,000 | 625 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,890 | 619 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Painted Porch Advisors LLC | History | No change | 11,649 | 607 | 0.27% | 0.27% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,193 | 583 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 10,941 | 570 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 10,846 | 565 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 10,495 | 547 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 10,503 | 547 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,435 | 543 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carr Financial Group Corp | History | No change | 10,219 | 532 | 0.12% | 0.12% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,035 | 523 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 9,792 | 510 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 9,473 | 493 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 9,413 | 490 | 0.25% | 0.25% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 9,512 | 484 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Falcon Wealth Planning | History | No change | 9,283 | 483 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| McNamara Financial Services, Inc. | History | No change | 9,211 | 480 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 9,100 | 474 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ANB BANK | History | No change | 8,980 | 468 | 0.17% | 0.17% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 8,959 | 466 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 8,927 | 465 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capasso Planning Partners LLC | History | No change | 8,834 | 460 | 0.23% | 0.23% | 141 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Acropolis Investment Management, LLC | History | No change | 8,700 | 453 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 8,505 | 443 | 0.18% | 0.18% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEST BANCORPORATION INC | History | No change | 8,485 | 442 | 0.19% | 0.19% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 8,340 | 434 | 0.39% | 0.39% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Management Associates, Inc | History | No change | 8,338 | 434 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 8,293 | 432 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 8,256 | 430 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 8,142 | 424 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CPC Advisors, LLC | History | No change | 8,125 | 423 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 8,106 | 422 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 7,951 | 414 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Curtis Advisory Group, LLC | History | No change | 7,870 | 410 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 7,813 | 407 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 7,809 | 407 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CGC Financial Services, LLC | History | No change | 7,739 | 403 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 7,662 | 399 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| New Insight Wealth Advisors | History | No change | 7,636 | 397 | 0.12% | 0.12% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,463 | 388 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Values Added Financial LLC | History | No change | 7,360 | 383 | 0.14% | 0.14% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advantage, Inc. | History | No change | 7,330 | 382 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 7,749 | 376 | 0.04% | 0.05% | 162 | -278 | -3.46% | Q3 2026 | Oct 07, 2026 |
| PFG Advisors | History | No change | 7,110 | 370 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 6,977 | 363 | 0.24% | 0.24% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 6,841 | 356 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 6,747 | 351 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 6,732 | 350 | 0.21% | 0.21% | 167 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,674 | 347 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Co | History | No change | 6,603 | 344 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 6,577 | 342 | 0.21% | 0.21% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Livet Wealth, LLC | History | No change | 6,525 | 340 | 0.2% | 0.2% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harrington Investments, INC | History | No change | 6,454 | 336 | 0.16% | 0.16% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 6,447 | 336 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 6,308 | 328 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 6,047 | 315 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,037 | 314 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freedom Investment Management, Inc. | History | No change | 5,897 | 307 | 0.09% | 0.09% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 5,800 | 302 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 5,520 | 287 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 5,384 | 280 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 5,305 | 276 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Insights, Inc. | History | No change | 5,250 | 273 | 0.07% | 0.07% | 182 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 5,239 | 273 | 0.11% | 0.11% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROW FINANCIAL CORP | History | No change | 5,150 | 268 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CWC Advisors, LLC. | History | No change | 5,157 | 268 | 0.12% | 0.12% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Argyle Capital Partners, LLC | History | No change | 5,004 | 260 | 0.16% | 0.16% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,945 | 257 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 4,947 | 257 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,918 | 256 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Planning Fort Collins, LLC | History | No change | 4,981 | 255 | 0.19% | 0.19% | 190 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 4,775 | 248 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ipsen Advisor Group LLC | History | No change | 4,766 | 248 | 0.16% | 0.16% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WARNER FINANCIAL, INC | History | No change | 4,748 | 247 | 0.07% | 0.07% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,725 | 246 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 4,733 | 246 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 4,818 | 246 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 4,818 | 246 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 4,718 | 245 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 4,662 | 242 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 4,638 | 241 | 0.12% | 0.12% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 4,905 | 238 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,494 | 234 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Continuum Advisory, LLC | History | No change | 4,506 | 234 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Columbia River Financial Group, LLC | History | No change | 4,380 | 228 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 4,328 | 225 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 4,080 | 212 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 4,034 | 210 | 0.16% | 0.16% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McAdam, LLC | History | No change | 3,979 | 207 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JGP Wealth Management, LLC | History | No change | 3,960 | 206 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 3,892 | 203 | 0.1% | 0.1% | 210 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,466 | 180 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Evergreen Private Wealth LLC | History | No change | 3,291 | 171 | 0.06% | 0.06% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,267 | 170 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,197 | 166 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manchester Capital Management LLC | History | No change | 3,203 | 166 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 2,967 | 154 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,966 | 154 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,691 | 140 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,507 | 130 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 2,421 | 126 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GGM Financial LLC | History | No change | 2,431 | 126 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walsh & Associates, LLC | History | No change | 2,310 | 120 | 0.1% | 0.1% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,989 | 103 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,689 | 88 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,455 | 75 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,431 | 74 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 1,390 | 72 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,358 | 70 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 1,236 | 64 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 1,129 | 58 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,028 | 49 | 0.01% | 0.02% | 231 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 933 | 48 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 831 | 43 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 740 | 38 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 540 | 28 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orion Capital Management LLC | History | No change | 533 | 27 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Timmons Wealth Management, LLC | History | No change | 522 | 27 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOTCO | History | No change | 489 | 25 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIGNATUREFD, LLC | History | No change | 471 | 24 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Winthrop Capital Management, LLC | History | No change | 452 | 24 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 427 | 22 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 430 | 22 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 410 | 21 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 378 | 19 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Noble Wealth Management PBC | History | No change | 400 | 19 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 343 | 17 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crewe Advisors LLC | History | No change | 329 | 17 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 341 | 17 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 334 | 17 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 341 | 17 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 322 | 16 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 250 | 13 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 255 | 13 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hickory Point Bank & Trust | History | New | 256 | 12 | 0.01% | — | 254 | +256 | New | Q3 2026 | Oct 01, 2026 |
| CITIGROUP INC | History | No change | 206 | 10 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ADVISERS INC | History | No change | 119 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 121 | 6 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Anchor Investment Management, LLC | History | No change | 101 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 78 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 71 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LifeSteps Financial, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 18 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 37 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 27 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Davis Capital Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |