Innovator ETFs Trust - PJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | No change | 3,664,225 | 169,030 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 1,485,357 | 73,510 | 0.56% | 0.56% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,178,429 | 58,320 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 737,979 | 36,522 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | No change | 672,229 | 33,268 | 0.33% | 0.33% | 5 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 671,766 | 33,245 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 592,986 | 29,346 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 579,032 | 28,656 | 0.54% | 0.54% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 529,237 | 26,191 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 507,846 | 25,133 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 475,325 | 23,523 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 472,274 | 23,372 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Compass Advisory Group LLC | History | No change | 373,324 | 18,475 | 4.39% | 4.39% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Southland Equity Partners LLC | History | No change | 373,075 | 18,463 | 3.23% | 3.23% | 14 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 328,804 | 16,272 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 281,166 | 13,914 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bellwether Advisors, LLC | History | No change | 280,308 | 13,872 | 2.05% | 2.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 248,461 | 12,296 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 222,380 | 11,005 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 212,274 | 10,505 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 184,751 | 9,143 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 181,561 | 8,985 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AA Financial Advisors, LLC | History | No change | 170,656 | 8,445 | 1.02% | 1.02% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 150,134 | 7,430 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 143,295 | 7,267 | 0.21% | 0.21% | 25 | -3,515 | -2.39% | Q3 2026 | Oct 08, 2026 |
| COFG Advisors, LLC | History | No change | 146,219 | 7,236 | 1.25% | 1.25% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 143,967 | 7,212 | 0.43% | 0.43% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 143,169 | 7,085 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 142,849 | 7,070 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 141,858 | 7,020 | 4.72% | 4.72% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Range Financial Group LLC | History | No change | 140,703 | 6,963 | 1.9% | 1.9% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 132,702 | 6,567 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 139,159 | 6,304 | 0.01% | 0.03% | 33 | -175,692 | -55.8% | Q3 2026 | Oct 13, 2026 |
| Blue Water Asset Management | History | No change | 126,053 | 6,238 | 2.01% | 2.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 125,917 | 6,231 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 123,584 | 6,116 | 4.53% | 4.53% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BCGM Wealth Management, LLC | History | No change | 121,396 | 6,007 | 1.27% | 1.27% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Talon Private Wealth, LLC | History | No change | 113,980 | 5,640 | 0.66% | 0.66% | 38 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 110,590 | 5,609 | 0.25% | 0.28% | 39 | +502 | 0.46% | Q3 2026 | Oct 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 109,472 | 5,552 | 0.09% | 0.09% | 40 | -3,463 | -3.07% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | No change | 105,912 | 5,241 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 104,089 | 5,151 | 2.13% | 2.13% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JDM Financial Group LLC | History | No change | 103,549 | 5,124 | 1.75% | 1.75% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 100,807 | 4,988 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 99,923 | 4,945 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 99,096 | 4,904 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 90,917 | 4,611 | 1.26% | 1.51% | 47 | -24,035 | -20.91% | Q3 2026 | Oct 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 84,590 | 4,186 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 82,914 | 4,103 | 0.57% | 0.57% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 82,643 | 4,090 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CreativeOne Wealth, LLC | History | No change | 80,757 | 3,996 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortune Financial Group, Inc. | History | No change | 80,602 | 3,988 | 3.12% | 3.12% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 79,693 | 3,944 | 0.2% | 0.2% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 79,642 | 3,941 | 0.39% | 0.39% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 79,577 | 3,938 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 79,195 | 3,919 | 1.68% | 1.68% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 78,293 | 3,874 | 3.17% | 3.17% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CRA Financial Services, LLC | History | No change | 75,612 | 3,742 | 0.43% | 0.43% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 75,131 | 3,718 | 0.49% | 0.49% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crown Wealth Group, LLC | History | No change | 70,230 | 3,475 | 0.88% | 0.88% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 66,903 | 3,311 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 65,657 | 3,249 | 0.29% | 0.29% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Diligent Investors, LLC | History | No change | 64,777 | 3,205 | 0.71% | 0.71% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 62,910 | 3,113 | 1.45% | 1.45% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pallas Capital Advisors LLC | History | No change | 60,816 | 3,009 | 0.09% | 0.09% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 59,593 | 2,949 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 59,107 | 2,919 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 58,663 | 2,903 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 58,633 | 2,901 | 0.24% | 0.24% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 56,881 | 2,815 | 0.29% | 0.29% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 54,706 | 2,707 | 1.95% | 1.95% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 51,386 | 2,543 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 50,899 | 2,518 | 0.31% | 0.31% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 51,190 | 2,507 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CORRADO ADVISORS, LLC | History | No change | 50,402 | 2,494 | 1.15% | 1.15% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Simplicity Wealth,LLC | History | No change | 48,843 | 2,417 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 47,433 | 2,347 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 46,195 | 2,286 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITY HOLDING CO | History | No change | 45,170 | 2,235 | 0.25% | 0.25% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 43,807 | 2,221 | 0.04% | 0.04% | 80 | -40 | -0.09% | Q3 2026 | Oct 13, 2026 |
| FSA Advisors, Inc. | History | No change | 44,123 | 2,183 | 1.0% | 1.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AE Wealth Management LLC | History | No change | 43,784 | 2,166 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nikulski Financial, Inc. | History | No change | 43,350 | 2,145 | 0.46% | 0.46% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 42,575 | 2,123 | 1.07% | 1.07% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 41,084 | 2,033 | 0.21% | 0.21% | 85 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Advisory Services Network, LLC | History | No change | 41,053 | 2,031 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 40,482 | 2,003 | 0.21% | 0.21% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 40,111 | 1,985 | 0.11% | 0.11% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 39,966 | 1,977 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 39,908 | 1,975 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | No change | 39,734 | 1,966 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 39,365 | 1,948 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hofer & Associates. Inc | History | New | 38,090 | 1,931 | 1.35% | — | 93 | +38,090 | New | Q3 2026 | Oct 13, 2026 |
| Todd Wealth Management, LLC | History | No change | 38,697 | 1,915 | 1.45% | 1.45% | 94 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 38,110 | 1,886 | 1.39% | 1.39% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Element Squared LLC | History | No change | 37,821 | 1,871 | 0.93% | 0.93% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trek Financial, LLC | History | No change | 36,954 | 1,828 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Capital Management LLC | History | No change | 36,898 | 1,826 | 0.56% | 0.56% | 98 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Jessup Wealth Management, Inc | History | No change | 35,869 | 1,775 | 0.53% | 0.53% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 34,584 | 1,754 | 0.2% | 0.2% | 100 | -40 | -0.12% | Q3 2026 | Oct 13, 2026 |
| Lido Advisors, LLC | History | No change | 35,225 | 1,743 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 33,982 | 1,681 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 33,469 | 1,656 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 32,500 | 1,648 | 0.39% | 0.39% | 104 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 33,169 | 1,641 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 32,315 | 1,639 | 0.97% | 0.99% | 106 | -1,982 | -5.78% | Q3 2026 | Oct 13, 2026 |
| TopTier Wealth Management, LLC | History | No change | 32,724 | 1,619 | 0.98% | 0.98% | 107 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 32,618 | 1,614 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 31,261 | 1,598 | 0.3% | 0.31% | 109 | -191 | -0.61% | Q3 2026 | Oct 09, 2026 |
| RFG Advisory, LLC | History | No change | 32,261 | 1,596 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 31,935 | 1,580 | 0.18% | 0.18% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Continuum Advisory, LLC | History | No change | 31,389 | 1,553 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 30,489 | 1,546 | 0.01% | 0.01% | 113 | -1,531 | -4.78% | Q3 2026 | Oct 08, 2026 |
| Weaver Consulting Group | History | Reduced | 30,087 | 1,526 | 0.3% | 0.31% | 114 | -236 | -0.78% | Q3 2026 | Oct 07, 2026 |
| Creative Planning | History | No change | 30,237 | 1,496 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 29,914 | 1,480 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Weaver Capital Management LLC | History | No change | 31,567 | 1,456 | 0.32% | 0.32% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | No change | 29,276 | 1,449 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First City Capital Management, Inc. | History | No change | 28,820 | 1,426 | 0.69% | 0.69% | 119 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,667 | 1,418 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 28,444 | 1,417 | 0.51% | 0.51% | 121 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 28,017 | 1,386 | 0.51% | 0.51% | 122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 27,448 | 1,358 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCS Wealth Management | History | No change | 26,657 | 1,319 | 0.24% | 0.24% | 124 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SCS Capital Management LLC | History | No change | 25,469 | 1,260 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vantage Point Financial LLC | History | No change | 25,105 | 1,242 | 0.38% | 0.38% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | No change | 23,803 | 1,178 | 0.43% | 0.43% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 23,706 | 1,173 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 22,998 | 1,138 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Square, LLC | History | No change | 22,812 | 1,136 | 0.5% | 0.5% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 22,713 | 1,124 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 22,684 | 1,122 | 0.26% | 0.26% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 21,629 | 1,097 | 0.51% | 0.53% | 133 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TrustBank | History | No change | 21,686 | 1,073 | 0.36% | 0.36% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 21,227 | 1,050 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 20,418 | 1,010 | 0.25% | 0.25% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bernard Wealth Management Corp. | History | No change | 20,246 | 1,001 | 0.37% | 0.37% | 137 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| WealthPLAN Partners, LLC | History | No change | 19,474 | 963 | 0.18% | 0.18% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GWN SECURITIES INC. | History | No change | 19,299 | 955 | 0.16% | 0.16% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Soltis Investment Advisors LLC | History | No change | 19,233 | 951 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JT Stratford LLC | History | No change | 19,181 | 949 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 19,104 | 945 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Firestone Capital Management | History | No change | 18,314 | 906 | 0.17% | 0.17% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 18,272 | 904 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Encompass More Asset Management | History | No change | 18,050 | 893 | 0.13% | 0.13% | 145 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 19,175 | 884 | 0.15% | 0.15% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 17,541 | 868 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schulz Wealth, LTD. | History | No change | 17,285 | 855 | 0.44% | 0.44% | 148 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Faithward Advisors, LLC | History | No change | 17,176 | 850 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| City Center Advisors, LLC | History | Added to | 16,631 | 843 | 0.64% | 0.64% | 150 | +611 | 3.81% | Q3 2026 | Oct 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 16,947 | 838 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Wealth Services, LLC | History | No change | 16,813 | 832 | 0.15% | 0.15% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dakota Wealth Management | History | No change | 16,360 | 809 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 16,325 | 807 | 0.23% | 0.23% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 15,630 | 797 | 0.02% | — | 155 | +15,630 | New | Q3 2026 | Oct 09, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 14,962 | 740 | 0.2% | 0.2% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 14,500 | 735 | 0.01% | — | 157 | +14,500 | New | Q3 2026 | Oct 13, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 14,728 | 728 | 0.15% | 0.15% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 14,593 | 722 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 14,561 | 720 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Helium Advisors LLC | History | No change | 14,330 | 709 | 0.59% | 0.59% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Investments, LLC | History | No change | 14,225 | 703 | 0.08% | 0.08% | 162 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 14,115 | 698 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 14,052 | 695 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Marshall Financial Group, LLC | History | No change | 14,041 | 694 | 0.1% | 0.1% | 165 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 13,522 | 669 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 13,229 | 654 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 13,120 | 649 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 13,050 | 645 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 13,026 | 644 | 0.2% | 0.2% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Phoenix Financial Ltd. | History | No change | 12,770 | 631 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,717 | 629 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,679 | 627 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 12,616 | 624 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,506 | 618 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Insight Wealth Partners, LLC | History | No change | 12,163 | 601 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 12,011 | 594 | 0.28% | 0.28% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kathmere Capital Management, LLC | History | No change | 11,768 | 582 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Straight Path Wealth Management | History | No change | 11,755 | 581 | 0.14% | 0.14% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 11,727 | 581 | 0.26% | 0.26% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| New Republic Capital, LLC | History | No change | 11,626 | 575 | 0.13% | 0.13% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 11,326 | 574 | 0.04% | 0.04% | 182 | -79 | -0.69% | Q3 2026 | Oct 08, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 11,467 | 567 | 0.13% | 0.13% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 11,024 | 545 | 0.14% | 0.14% | 184 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,984 | 543 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 10,788 | 533 | 0.12% | 0.12% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Wealth, LLC | History | No change | 10,521 | 520 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,451 | 517 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,098 | 499 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Delta Investment Management, LLC | History | No change | 9,987 | 494 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| My Personal CFO, LLC | History | No change | 10,000 | 494 | 0.19% | 0.19% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Advisors Inc. | History | No change | 9,804 | 485 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | No change | 9,502 | 470 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 9,426 | 467 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 9,426 | 467 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 9,250 | 457 | 0.21% | 0.21% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,182 | 454 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Advisory LLC | History | No change | 9,084 | 449 | 0.09% | 0.09% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WPWealth LLP | History | No change | 9,037 | 447 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 9,000 | 445 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 8,868 | 438 | 0.09% | 0.09% | 201 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GTS FINANCIAL, LLC | History | No change | 9,914 | 436 | 0.32% | 0.32% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8,775 | 434 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 8,432 | 427 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Berger Financial Group, Inc | History | No change | 8,624 | 426 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Added to | 8,378 | 424 | 0.3% | 0.31% | 206 | +276 | 3.41% | Q3 2026 | Oct 09, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,548 | 423 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bison Wealth, LLC | History | No change | 8,159 | 417 | 0.03% | 0.04% | 208 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,413 | 416 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 8,184 | 415 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 7,704 | 390 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 7,866 | 389 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 7,838 | 387 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 7,782 | 385 | 0.07% | 0.07% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisor OS, LLC | History | No change | 7,709 | 381 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 7,510 | 371 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cypress Wealth Services, LLC | History | No change | 7,486 | 370 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 7,347 | 363 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Krilogy Financial LLC | History | Added to | 7,066 | 361 | 0.01% | 0.01% | 219 | +1,055 | 17.55% | Q3 2026 | Oct 13, 2026 |
| Sigma Planning Corp | History | No change | 7,216 | 357 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 7,208 | 356 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 6,819 | 345 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 6,854 | 339 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,510 | 322 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 6,483 | 320 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | No change | 6,335 | 313 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Advisors, LLC | History | No change | 6,321 | 312 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 6,257 | 309 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,259 | 309 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,211 | 307 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Wealth Management LLC | History | No change | 6,126 | 303 | 0.21% | 0.21% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 6,098 | 301 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 6,080 | 300 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WorthPointe, LLC | History | No change | 5,995 | 296 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 5,971 | 295 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Compass Ion Advisors, LLC | History | No change | 5,931 | 293 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 5,796 | 293 | 0.1% | 0.1% | 237 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BAILARD, INC. | History | No change | 5,650 | 286 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Madison Wealth Partners, Inc | History | No change | 5,715 | 282 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 5,700 | 282 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequent Planning LLC | History | No change | 5,696 | 281 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,505 | 272 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 5,484 | 271 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Three Seasons Wealth, LLC | History | No change | 5,398 | 267 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 5,077 | 259 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Goldstein Advisors, LLC | History | No change | 5,251 | 259 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Maia Wealth LLC | History | No change | 5,193 | 257 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 5,189 | 256 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 5,168 | 255 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advyzon Investment Management, LLC | History | No change | 5,087 | 251 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frisch Financial Group, Inc. | History | No change | 4,995 | 247 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,900 | 242 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 4,905 | 242 | 0.05% | 0.05% | 253 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MBL Wealth, LLC | History | No change | 4,875 | 241 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 4,729 | 239 | 0.16% | 0.17% | 255 | -244 | -4.91% | Q3 2026 | Oct 09, 2026 |
| IHT Wealth Management, LLC | History | No change | 4,761 | 235 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,589 | 227 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | No change | 4,614 | 226 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | No change | 4,536 | 224 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | No change | 4,501 | 223 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sherry Group, Inc. | History | Reduced | 4,320 | 219 | 0.21% | 3.11% | 262 | -69,590 | -94.16% | Q3 2026 | Oct 09, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,433 | 219 | 0.22% | 0.22% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 4,380 | 216 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OFS Enterprise LLC | History | No change | 4,245 | 210 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,080 | 201 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | No change | 4,066 | 201 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,894 | 192 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 3,642 | 180 | 0.14% | 0.14% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evergreen Private Wealth LLC | History | No change | 3,547 | 175 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,421 | 169 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFS Partners, LLC | History | No change | 2,872 | 142 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 2,774 | 137 | 0.06% | 0.06% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,500 | 123 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,451 | 121 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,128 | 105 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bullseye Investment Management, LLC | History | No change | 2,130 | 105 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Stone House Investment Management, LLC | History | No change | 2,102 | 104 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 2,044 | 101 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,000 | 98 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 1,000 | 49 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 978 | 48 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Regatta Research & Money Management | History | No change | 925 | 45 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PlanVest Financial, Inc | History | No change | 638 | 31 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 565 | 27 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Noble Wealth Management PBC | History | Reduced | 400 | 20 | 0.01% | 0.01% | 286 | -100 | -20.0% | Q3 2026 | Oct 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 423 | 20 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 400 | 19 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 326 | 16 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 319 | 15 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 300 | 14 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 160 | 7 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COUNTRY TRUST BANK | History | No change | 75 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -6,234 | -100.0% | Q3 2026 | Oct 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |