PGIM ETF TRUST - PULS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 50,644,264 | 2,517,526 | 0.14% | 0.13% | 1 | +11,230,240 | 28.49% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 27,206,439 | 1,348,079 | 1.47% | 1.37% | 2 | +4,758,559 | 21.2% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 18,679,985 | 925,593 | 0.05% | 0.05% | 3 | +1,283,200 | 7.38% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 13,981,921 | 692,804 | 0.16% | 0.17% | 4 | +1,263,476 | 9.93% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,137,761 | 601,426 | 0.04% | 0.04% | 5 | +657,720 | 5.73% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,853,495 | 438,690 | 0.07% | 0.07% | 6 | +1,011,224 | 12.89% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 6,276,578 | 311,004 | 0.01% | 0.01% | 7 | +1,820,354 | 40.85% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 5,839,077 | 289,326 | 0.26% | 0.25% | 8 | +1,099,992 | 23.21% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,365,982 | 265,884 | 0.07% | 0.08% | 9 | +258,155 | 5.05% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,256,302 | 260,449 | 0.13% | 0.14% | 10 | +316,651 | 6.41% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 4,498,032 | 222,877 | 0.03% | 0.03% | 11 | +122,474 | 2.8% | Q2 2026 | Aug 13, 2026 |
| Kensington Asset Management, LLC | History | Added to | 4,407,675 | 218,400 | 11.91% | 8.7% | 12 | +1,180,897 | 36.6% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,147,919 | 206,151 | 0.08% | 0.08% | 13 | +909,856 | 28.1% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 4,048,209 | 200,588 | 0.03% | 0.03% | 14 | +176,409 | 4.56% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,605,664 | 129,110 | 0.02% | 0.02% | 15 | +164,386 | 6.73% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,291,481 | 113,542 | 0.14% | 0.16% | 16 | -18,006 | -0.78% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,178,894 | 107,931 | 0.02% | 0.03% | 17 | -211,109 | -8.83% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,049,668 | 101,561 | 0.3% | 0.23% | 18 | +742,333 | 56.78% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,966,178 | 97,427 | 0.11% | 0.12% | 19 | +347,650 | 21.48% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,801,048 | 89,242 | 0.07% | 0.08% | 20 | -9,090 | -0.5% | Q2 2026 | Aug 12, 2026 |
| Crane Advisory, LLC | History | Reduced | 1,528,318 | 75,835 | 10.89% | 11.42% | 21 | -8,902 | -0.58% | Q2 2026 | Jul 17, 2026 |
| MAI Capital Management | History | Reduced | 1,443,174 | 71,509 | 0.27% | 0.41% | 22 | -11,597 | -0.8% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,230,140 | 60,953 | 0.03% | 0.03% | 23 | +105,551 | 9.39% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,113,486 | 55,173 | 0.11% | 0.1% | 24 | +372,614 | 50.29% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,030,413 | 51,056 | 0.01% | 0.01% | 25 | +20,655 | 2.05% | Q2 2026 | Aug 03, 2026 |
| Crewe Advisors LLC | History | Added to | 847,303 | 41,985 | 3.04% | 2.85% | 26 | +171,969 | 25.46% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 769,363 | 38,121 | 0.77% | 0.79% | 27 | +356,275 | 86.25% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 768,526 | 38,080 | 0.09% | 0.1% | 28 | -2,077 | -0.27% | Q2 2026 | Jul 27, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 767,769 | 38,043 | 12.25% | 13.8% | 29 | -1,170 | -0.15% | Q2 2026 | Jul 13, 2026 |
| Peak Planning Group, LLC | History | Added to | 749,150 | 37,120 | 8.38% | 8.08% | 30 | +159,912 | 27.14% | Q2 2026 | Aug 12, 2026 |
| Main Street Group, LTD | History | Added to | 738,794 | 36,607 | 8.53% | 9.59% | 31 | +79,478 | 12.05% | Q2 2026 | Jul 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 731,005 | 36,221 | 0.05% | 0.01% | 32 | +539,929 | 282.57% | Q2 2026 | Aug 12, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 722,615 | 35,805 | 9.59% | 10.15% | 33 | +37,102 | 5.41% | Q2 2026 | Aug 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 675,621 | 33,477 | 0.71% | 0.73% | 34 | +58,712 | 9.52% | Q2 2026 | Jul 08, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 672,130 | 33,304 | 6.47% | 7.14% | 35 | -13,986 | -2.04% | Q2 2026 | Aug 13, 2026 |
| Blue Water Asset Management | History | Reduced | 662,688 | 32,836 | 10.6% | 11.71% | 36 | -21,997 | -3.21% | Q2 2026 | Aug 03, 2026 |
| AMJ Financial Wealth Management | History | No change | 662,171 | 32,777 | 7.73% | 7.73% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Navigation Group, LLC | History | Added to | 658,086 | 32,608 | 6.34% | 6.78% | 38 | +72,918 | 12.46% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 656,857 | 32,547 | 0.06% | 0.07% | 39 | +93,250 | 16.55% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 592,404 | 29,353 | 0.13% | 0.22% | 40 | -348,245 | -37.02% | Q2 2026 | Jul 27, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 570,844 | 28,285 | 5.45% | 5.73% | 41 | +66,907 | 13.28% | Q2 2026 | Jul 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 543,289 | 26,919 | 0.2% | 0.18% | 42 | +53,217 | 10.86% | Q2 2026 | Aug 14, 2026 |
| Disciplina Capital Management LLC | History | Added to | 524,130 | 26,019 | 2.69% | 2.36% | 43 | +74,179 | 16.49% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 522,161 | 25,873 | 0.1% | 0.13% | 44 | -9,588 | -1.8% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 521,161 | 25,823 | 0.55% | 0.61% | 45 | -9,189 | -1.73% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 515,220 | 25,529 | 0.15% | 0.15% | 46 | +36,742 | 7.68% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 497,420 | 24,647 | 0.04% | 0.03% | 47 | +140,993 | 39.56% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 486,353 | 24,239 | 0.1% | 0.1% | 48 | +74,328 | 18.04% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 482,731 | 23,972 | 0.4% | — | 50 | +482,731 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 482,731 | 23,972 | 0.4% | 0.35% | 49 | +91,051 | 23.25% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 458,258 | 22,706 | 0.46% | 0.44% | 51 | +71,400 | 18.46% | Q2 2026 | Aug 06, 2026 |
| Embree Financial Group | History | Reduced | 453,114 | 22,451 | 2.25% | 2.88% | 52 | -41,183 | -8.33% | Q2 2026 | Jul 15, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Added to | 439,756 | 21,803 | 9.22% | 9.34% | 53 | +19,364 | 4.61% | Q2 2026 | Jul 14, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 435,076 | 21,556 | 2.36% | 2.7% | 54 | +23,123 | 5.61% | Q2 2026 | Aug 03, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 429,859 | 21,299 | 2.11% | 2.3% | 55 | +13,854 | 3.33% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 427,177 | 21,169 | 2.36% | 2.44% | 56 | +31,366 | 7.92% | Q2 2026 | Jul 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 423,725 | 20,989 | 0.12% | 0.1% | 57 | +87,320 | 25.96% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 393,420 | 19,493 | 0.41% | 0.43% | 58 | +27,128 | 7.41% | Q2 2026 | Jul 29, 2026 |
| Bulwark Capital Corp | History | Added to | 386,677 | 19,159 | 10.78% | 9.82% | 59 | +64,797 | 20.13% | Q2 2026 | Jul 06, 2026 |
| Northwest Financial Advisors | History | New | 381,089 | 18,883 | 2.51% | — | 60 | +381,089 | New | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 380,490 | 18,853 | 0.02% | 0.02% | 61 | +76,503 | 25.17% | Q2 2026 | Aug 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 378,362 | 18,747 | 1.81% | 1.65% | 62 | +73,905 | 24.27% | Q2 2026 | Jul 22, 2026 |
| BOS Asset Management, LLC | History | Added to | 372,401 | 18,452 | 4.28% | 2.82% | 63 | +149,089 | 66.76% | Q2 2026 | Jul 13, 2026 |
| TD Capital Management LLC | History | Added to | 362,454 | 17,959 | 1.47% | 0.83% | 64 | +175,964 | 94.36% | Q2 2026 | Aug 06, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 361,480 | 17,911 | 1.18% | 1.4% | 65 | -16,327 | -4.32% | Q2 2026 | Aug 12, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 360,506 | 17,863 | 6.94% | 2.55% | 66 | +246,174 | 215.32% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 341,821 | 16,937 | 0.17% | 0.18% | 67 | +17,961 | 5.55% | Q2 2026 | Aug 11, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 340,896 | 16,891 | 3.41% | 3.84% | 68 | +15,573 | 4.79% | Q2 2026 | Jul 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 330,609 | 16,381 | 0.08% | 0.08% | 69 | +35,506 | 12.03% | Q2 2026 | Jul 13, 2026 |
| PRAIRIE ADVISORY, LLC | History | New | 318,946 | 15,803 | 3.71% | — | 70 | +318,946 | New | Q2 2026 | Jul 20, 2026 |
| Hedeker Wealth, LLC | History | Added to | 316,211 | 15,668 | 2.99% | 2.91% | 71 | +37,993 | 13.66% | Q2 2026 | Aug 04, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 310,228 | 15,371 | 0.46% | 0.48% | 72 | +20,804 | 7.19% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 307,563 | 15,239 | 0.02% | 0.03% | 73 | +29,025 | 10.42% | Q2 2026 | Aug 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 305,389 | 15,137 | 1.36% | 1.17% | 74 | +86,243 | 39.35% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 300,607 | 14,895 | 0.16% | 0.17% | 75 | +12,119 | 4.2% | Q2 2026 | Aug 03, 2026 |
| Inscription Capital, LLC | History | Added to | 299,090 | 14,819 | 1.31% | 1.38% | 76 | +34,522 | 13.05% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 285,037 | 14,123 | 0.05% | 0.07% | 77 | -88,724 | -23.74% | Q2 2026 | Jul 28, 2026 |
| M Wealth Management, LLC | History | Added to | 284,707 | 14,107 | 11.08% | 11.76% | 78 | +2,525 | 0.89% | Q2 2026 | Jul 27, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 283,138 | 14,029 | 8.47% | 8.93% | 79 | +2,681 | 0.96% | Q2 2026 | Aug 03, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 282,255 | 13,985 | 4.57% | 4.99% | 80 | +3,136 | 1.12% | Q2 2026 | Aug 03, 2026 |
| Leelyn Smith, LLC | History | Added to | 281,445 | 13,945 | 1.7% | 1.88% | 81 | +9,963 | 3.67% | Q2 2026 | Jul 23, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 273,342 | 13,549 | 10.55% | 7.41% | 82 | +17,563 | 6.87% | Q2 2026 | Jul 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 268,438 | 13,301 | 0.32% | 0.39% | 83 | +16,677 | 6.62% | Q2 2026 | Jul 31, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 263,550 | 13,058 | 0.22% | 0.41% | 84 | +16,333 | 6.61% | Q2 2026 | Jul 21, 2026 |
| Fortis Capital Management LLC | History | Added to | 248,952 | 12,335 | 1.38% | 1.18% | 85 | +16,402 | 7.05% | Q2 2026 | Aug 12, 2026 |
| Shore Point Advisors, LLC | History | Added to | 242,425 | 11,874 | 4.06% | 4.12% | 86 | +31,543 | 14.96% | Q2 2026 | Jul 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 237,319 | 11,759 | 0.13% | 0.15% | 87 | +6,690 | 2.9% | Q2 2026 | Aug 12, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 236,284 | 11,707 | 1.74% | 1.84% | 88 | +45,125 | 23.61% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 232,306 | 11,510 | 0.14% | 0.2% | 89 | -66,547 | -22.27% | Q2 2026 | Aug 18, 2026 |
| Clark Wealth Partners | History | Added to | 227,663 | 11,317 | 6.39% | 7.03% | 90 | +16,860 | 8.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 226,970 | 11,255 | 0.02% | 0.02% | 91 | +63,569 | 38.9% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 225,399 | 11,168 | 0.17% | — | 92 | +225,399 | New | Q2 2026 | Aug 06, 2026 |
| WESPAC Advisors, LLC | History | Added to | 221,162 | 10,958 | 5.34% | 5.59% | 93 | +14,996 | 7.27% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 213,455 | 10,576 | 0.8% | 0.84% | 94 | +8,028 | 3.91% | Q2 2026 | Jul 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 212,523 | 10,530 | 0.11% | 0.15% | 95 | -41,542 | -16.35% | Q2 2026 | Aug 10, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 208,399 | 10,326 | 1.32% | 1.46% | 96 | +7,007 | 3.48% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 207,038 | 10,258 | 0.14% | 0.15% | 97 | +10,946 | 5.58% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 204,983 | 10,156 | 0.09% | 0.1% | 98 | +9,956 | 5.1% | Q2 2026 | Jul 24, 2026 |
| TABR Capital Management, LLC | History | Added to | 204,228 | 10,119 | 8.62% | 7.99% | 99 | +28,782 | 16.41% | Q2 2026 | Jul 24, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 201,806 | 9,999 | 1.0% | 1.09% | 100 | +6,826 | 3.5% | Q2 2026 | Jul 13, 2026 |
| Live Oak Investment Partners | History | Reduced | 196,446 | 9,733 | 5.24% | 5.76% | 101 | -742 | -0.38% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 193,859 | 9,605 | 0.07% | 0.08% | 102 | +14,519 | 8.1% | Q2 2026 | Jul 17, 2026 |
| Goldstein Advisors, LLC | History | Added to | 193,058 | 9,566 | 0.87% | 1.01% | 103 | +8,779 | 4.76% | Q2 2026 | Jul 20, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 185,341 | 9,214 | 2.77% | 0.77% | 104 | +134,641 | 265.56% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | New | 184,834 | 9,158 | 0.32% | — | 105 | +184,834 | New | Q2 2026 | Aug 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 180,686 | 8,952 | 0.89% | 0.81% | 106 | +33,467 | 22.73% | Q2 2026 | Aug 11, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 177,583 | 8,799 | 3.36% | 1.67% | 108 | +102,702 | 137.15% | Q2 2026 | Jul 22, 2026 |
| CWM, LLC | History | No change | 177,773 | 8,799 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 172,044 | 8,524 | 0.41% | 0.54% | 109 | -34,145 | -16.56% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | Added to | 169,691 | 8,408 | 0.25% | 0.19% | 110 | +59,302 | 53.72% | Q2 2026 | Jul 15, 2026 |
| Phoenix Wealth Advisors | History | Added to | 168,444 | 8,346 | 2.81% | 2.04% | 111 | +64,026 | 61.32% | Q2 2026 | Jul 31, 2026 |
| SAM Advisors, LLC | History | Added to | 168,199 | 8,334 | 2.28% | 1.92% | 112 | +44,340 | 35.8% | Q2 2026 | Aug 13, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 167,962 | 8,322 | 2.13% | 1.61% | 113 | +62,893 | 59.86% | Q2 2026 | Aug 07, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 167,133 | 8,308 | 1.76% | 0.87% | 114 | +102,275 | 157.69% | Q2 2026 | Aug 03, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 166,035 | 8,227 | 1.86% | 1.26% | 115 | +78,352 | 89.36% | Q2 2026 | Jul 17, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 163,396 | 8,096 | 1.21% | 1.6% | 116 | -16,743 | -9.29% | Q2 2026 | Aug 12, 2026 |
| Innovative Wealth Building LLC | History | Added to | 162,456 | 8,049 | 4.68% | 5.22% | 117 | +12,414 | 8.27% | Q2 2026 | Jul 23, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 160,215 | 7,938 | 1.78% | 2.04% | 118 | +310 | 0.19% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 159,124 | 7,884 | 0.14% | 0.19% | 119 | -28,906 | -15.37% | Q2 2026 | Jul 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 156,336 | 7,746 | 0.12% | 0.13% | 120 | +7,411 | 4.98% | Q2 2026 | Aug 07, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 151,096 | 7,486 | 1.29% | 1.44% | 121 | +2,618 | 1.76% | Q2 2026 | Jul 02, 2026 |
| Americana Partners, LLC | History | Added to | 147,687 | 7,317 | 0.16% | 0.12% | 122 | +52,179 | 54.63% | Q2 2026 | Aug 05, 2026 |
| Client First Investment Management LLC | History | Reduced | 146,204 | 7,244 | 3.05% | 4.17% | 123 | -15,676 | -9.68% | Q2 2026 | Jul 08, 2026 |
| Capital Analysts, LLC | History | Added to | 144,762 | 7,173 | 0.17% | 0.1% | 124 | +65,169 | 81.88% | Q2 2026 | Aug 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 142,721 | 7,071 | 0.08% | 0.04% | 125 | +73,520 | 106.24% | Q2 2026 | Aug 06, 2026 |
| Avestar Capital, LLC | History | Added to | 142,517 | 7,070 | 0.39% | 0.34% | 126 | +34,942 | 32.48% | Q2 2026 | Jul 29, 2026 |
| Leisure Capital Management | History | Added to | 142,104 | 7,041 | 2.2% | 2.36% | 127 | +6,152 | 4.53% | Q2 2026 | Jul 24, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 140,180 | 6,945 | 3.03% | 2.9% | 128 | +29,058 | 26.15% | Q2 2026 | Jul 23, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 138,435 | 6,859 | 1.38% | 1.46% | 129 | +6,252 | 4.73% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 138,371 | 6,856 | 0.01% | 0.01% | 130 | +63,315 | 84.36% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 137,960 | 6,835 | 0.26% | 0.33% | 131 | -13,425 | -8.87% | Q2 2026 | Jul 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 135,105 | 6,694 | 0.03% | 0.04% | 132 | -1,425 | -1.04% | Q2 2026 | Aug 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 135,074 | 6,686 | 0.17% | 0.17% | 133 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 133,310 | 6,605 | 1.61% | 1.73% | 134 | +1,252 | 0.95% | Q2 2026 | Jul 21, 2026 |
| Clearwave Capital, LLC | History | Reduced | 131,973 | 6,539 | 3.6% | 5.28% | 135 | -24,026 | -15.4% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 129,971 | 6,439 | 0.65% | — | 136 | +129,971 | New | Q2 2026 | Aug 13, 2026 |
| IRON Financial LLC | History | Added to | 126,759 | 6,280 | 2.59% | 2.55% | 137 | +9,048 | 7.69% | Q2 2026 | Jul 22, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 124,759 | 6,181 | 3.91% | 5.79% | 138 | -45,200 | -26.59% | Q2 2026 | Jul 27, 2026 |
| Global View Capital Management LLC | History | Added to | 122,898 | 6,089 | 1.26% | 0.24% | 139 | +104,890 | 582.46% | Q2 2026 | Jul 23, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 122,705 | 6,080 | 1.05% | 1.74% | 140 | -65,189 | -34.69% | Q2 2026 | Aug 04, 2026 |
| Congress Park Capital LLC | History | Added to | 122,381 | 6,063 | 1.64% | 1.6% | 141 | +17,306 | 16.47% | Q2 2026 | Jul 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 119,983 | 5,945 | 0.78% | 0.9% | 142 | +1,511 | 1.28% | Q2 2026 | Aug 11, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 119,165 | 5,904 | 0.1% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 118,481 | 5,870 | 1.2% | 1.17% | 144 | +13,385 | 12.74% | Q2 2026 | Jul 02, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 115,472 | 5,721 | 0.49% | — | 145 | +115,472 | New | Q2 2026 | Jul 09, 2026 |
| Advisory Resource Group | History | Added to | 114,298 | 5,663 | 0.85% | 0.93% | 146 | +5,446 | 5.0% | Q2 2026 | Jul 14, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 114,212 | 5,658 | 0.8% | 0.6% | 147 | +3,998 | 3.63% | Q2 2026 | Aug 07, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 113,351 | 5,616 | 1.52% | 2.27% | 148 | -34,815 | -23.5% | Q2 2026 | Aug 03, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 112,753 | 5,586 | 2.12% | 2.74% | 149 | +4,300 | 3.96% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Added to | 111,219 | 5,510 | 0.06% | 0.0% | 150 | +109,598 | 6761.14% | Q2 2026 | Jul 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 106,805 | 5,292 | 0.17% | 0.2% | 151 | -152 | -0.14% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | Added to | 106,657 | 5,284 | 0.04% | 0.01% | 152 | +102,342 | 2371.77% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 102,001 | 5,054 | 0.01% | 0.01% | 153 | -61,267 | -37.53% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 100,879 | 4,998 | 0.09% | 0.38% | 154 | -295,807 | -74.57% | Q2 2026 | Jul 09, 2026 |
| Alpha Zero LLC | History | Added to | 98,550 | 4,890 | 1.85% | 1.15% | 155 | +52,563 | 114.3% | Q2 2026 | Jul 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 98,147 | 4,863 | 0.21% | 0.24% | 156 | +1,106 | 1.14% | Q2 2026 | Aug 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 97,456 | 4,828 | 0.92% | — | 157 | +97,456 | New | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | New | 97,456 | 4,828 | 0.92% | — | 158 | +97,456 | New | Q2 2026 | Aug 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 96,929 | 4,802 | 0.26% | 0.35% | 159 | -5,876 | -5.72% | Q2 2026 | Aug 06, 2026 |
| Fermata Advisors, LLC | History | Added to | 96,693 | 4,791 | 0.97% | 0.81% | 160 | +24,009 | 33.03% | Q2 2026 | Jul 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 95,645 | 4,739 | 0.03% | 0.02% | 161 | +50,456 | 111.66% | Q2 2026 | Sep 08, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 95,030 | 4,708 | 1.95% | 1.78% | 162 | +19,376 | 25.61% | Q2 2026 | Jul 31, 2026 |
| Western Wealth Management, LLC | History | Added to | 91,759 | 4,546 | 0.15% | 0.15% | 163 | +13,759 | 17.64% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 88,571 | 4,388 | 0.26% | 0.31% | 164 | -72,495 | -45.01% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 87,237 | 4,322 | 0.08% | 0.08% | 165 | +11,217 | 14.76% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 85,852 | 4,253 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 85,016 | 4,212 | 1.64% | 1.81% | 167 | +8,730 | 11.44% | Q2 2026 | Jul 30, 2026 |
| COFG Advisors, LLC | History | Reduced | 83,742 | 4,149 | 0.72% | 1.27% | 169 | -19,784 | -19.11% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 83,742 | 4,149 | 0.1% | 0.11% | 168 | +3,475 | 4.33% | Q2 2026 | Aug 07, 2026 |
| Unique Wealth Strategies, LLC | History | Added to | 81,932 | 4,059 | 1.48% | 1.58% | 170 | +3,236 | 4.11% | Q2 2026 | Jul 15, 2026 |
| Owen LaRue, LLC | History | Added to | 80,723 | 3,999 | 1.39% | 1.34% | 171 | +10,170 | 14.41% | Q2 2026 | Jul 22, 2026 |
| WPG Advisers, LLC | History | Reduced | 79,519 | 3,940 | 2.32% | 3.19% | 172 | -8,047 | -9.19% | Q2 2026 | Aug 05, 2026 |
| Ignite Planners, LLC | History | Reduced | 79,673 | 3,908 | 0.54% | 0.65% | 173 | -4,982 | -5.89% | Q2 2026 | Jul 23, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 78,155 | 3,872 | 0.02% | 0.03% | 174 | -15,550 | -16.59% | Q2 2026 | Aug 10, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 77,610 | 3,845 | 0.57% | 0.2% | 175 | +53,531 | 222.31% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | Added to | 75,953 | 3,763 | 0.0% | 0.0% | 176 | +13,653 | 21.91% | Q2 2026 | Aug 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 74,275 | 3,692 | 1.77% | 1.28% | 177 | +26,581 | 55.73% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 73,809 | 3,657 | 0.02% | 0.02% | 178 | +6,447 | 9.57% | Q2 2026 | Aug 13, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 73,381 | 3,636 | 0.53% | 0.61% | 179 | -3,335 | -4.35% | Q2 2026 | Jul 17, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 73,060 | 3,625 | 0.19% | 0.25% | 180 | +2,917 | 4.16% | Q2 2026 | Aug 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 68,782 | 3,408 | 0.56% | 0.37% | 181 | +32,513 | 89.64% | Q2 2026 | Jul 30, 2026 |
| Nilsine Partners, LLC | History | Reduced | 68,025 | 3,370 | 0.23% | 0.28% | 182 | -5,061 | -6.92% | Q2 2026 | Jul 24, 2026 |
| SageView Advisory Group, LLC | History | Added to | 67,137 | 3,326 | 0.11% | 0.1% | 183 | +11,158 | 19.93% | Q2 2026 | Aug 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 66,104 | 3,275 | 0.15% | 0.09% | 184 | +25,866 | 64.28% | Q2 2026 | Jul 24, 2026 |
| IFS Group,LLC | History | Added to | 61,140 | 3,029 | 4.16% | 2.61% | 185 | +1,933 | 3.26% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | New | 60,973 | 3,021 | 0.03% | — | 188 | +60,973 | New | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 60,972 | 3,021 | 0.12% | 0.0% | 187 | +59,524 | 4110.77% | Q2 2026 | Jul 29, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 60,985 | 3,021 | 0.01% | 0.01% | 186 | -7,558 | -11.03% | Q2 2026 | Aug 07, 2026 |
| Norris Financial Group, LLC | History | Added to | 60,377 | 2,991 | 1.19% | 0.74% | 189 | +14,383 | 31.27% | Q2 2026 | Aug 05, 2026 |
| First Citizens Financial Corp | History | Reduced | 59,080 | 2,927 | 1.22% | 1.5% | 190 | -5,068 | -7.9% | Q2 2026 | Jul 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 57,729 | 2,860 | 0.7% | 1.05% | 191 | -15,285 | -20.93% | Q2 2026 | Jul 30, 2026 |
| Macco Financial Group, Inc. | History | Added to | 57,413 | 2,844 | 1.85% | 0.94% | 192 | +32,290 | 128.53% | Q2 2026 | Aug 07, 2026 |
| Ellenbecker Investment Group | History | Added to | 56,449 | 2,797 | 0.33% | 0.25% | 193 | +19,594 | 53.17% | Q2 2026 | Jul 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 56,347 | 2,791 | 0.0% | — | 194 | +56,347 | New | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 55,163 | 2,733 | 0.11% | 0.15% | 195 | -9,766 | -15.04% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | New | 54,799 | 2,715 | 0.11% | — | 196 | +54,799 | New | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 54,612 | 2,706 | 0.0% | 0.01% | 197 | -269,737 | -83.16% | Q2 2026 | Aug 13, 2026 |
| Cravens & Co Advisors, LLC | History | Reduced | 54,596 | 2,705 | 1.82% | 2.23% | 198 | -14,637 | -21.14% | Q2 2026 | Aug 12, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 53,817 | 2,666 | 0.75% | 0.8% | 199 | +2,162 | 4.19% | Q2 2026 | Jul 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 53,055 | 2,630 | 0.04% | 0.03% | 200 | +14,984 | 39.36% | Q2 2026 | Jul 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 52,054 | 2,579 | 0.02% | 0.03% | 201 | +6,208 | 13.54% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 52,054 | 2,579 | 0.05% | 0.05% | 202 | +6,208 | 13.54% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 51,303 | 2,542 | 0.22% | 0.22% | 203 | -1,748 | -3.29% | Q2 2026 | Aug 14, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 50,817 | 2,517 | 1.47% | 1.53% | 204 | +7,714 | 17.9% | Q2 2026 | Jul 06, 2026 |
| Cypress Capital, LLC | History | Added to | 50,208 | 2,487 | 0.67% | 0.67% | 205 | +2,545 | 5.34% | Q2 2026 | Jul 17, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 48,257 | 2,391 | 0.53% | 0.67% | 206 | -5,251 | -9.81% | Q2 2026 | Aug 03, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 105,921 | 2,355 | 0.11% | 0.12% | 207 | +64,159 | 153.63% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 47,050 | 2,331 | 0.03% | 0.03% | 208 | -1,780 | -3.65% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Added to | 46,610 | 2,317 | 0.03% | 0.02% | 209 | +7,548 | 19.32% | Q2 2026 | Aug 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 45,732 | 2,273 | 0.06% | 0.02% | 210 | +32,646 | 249.47% | Q2 2026 | Jul 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 45,018 | 2,230 | 0.14% | 0.16% | 211 | +606 | 1.36% | Q2 2026 | Aug 07, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 44,869 | 2,223 | 0.23% | 0.2% | 212 | +10,152 | 29.24% | Q2 2026 | Jul 30, 2026 |
| 626 Financial, LLC | History | Added to | 43,513 | 2,156 | 0.84% | 0.78% | 213 | +7,962 | 22.4% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | Reduced | 43,235 | 2,140 | 0.04% | 0.03% | 214 | -292 | -0.67% | Q2 2026 | Aug 13, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 42,805 | 2,120 | 0.21% | 0.2% | 215 | +9,543 | 28.69% | Q2 2026 | Jul 29, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 42,363 | 2,099 | 1.26% | 1.65% | 216 | -1,187 | -2.73% | Q2 2026 | Aug 11, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 42,019 | 2,082 | 2.4% | 2.1% | 217 | +10,991 | 35.42% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Added to | 41,823 | 2,072 | 0.0% | 0.0% | 218 | +1,160 | 2.85% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 41,665 | 2,064 | 0.05% | 0.05% | 219 | +7,108 | 20.57% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 41,401 | 2,051 | 0.02% | 0.03% | 220 | -15,338 | -27.03% | Q2 2026 | Aug 06, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 41,148 | 2,045 | 1.57% | 1.75% | 221 | -24 | -0.06% | Q2 2026 | Jul 17, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 40,844 | 2,023 | 1.06% | 0.74% | 222 | +13,540 | 49.59% | Q2 2026 | Aug 06, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 39,150 | 1,939 | 0.56% | 0.53% | 223 | +6,216 | 18.87% | Q2 2026 | Jul 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 38,477 | 1,906 | 0.12% | 0.13% | 224 | +3,836 | 11.07% | Q2 2026 | Jul 08, 2026 |
| Howard Capital Management, LLC | History | Reduced | 37,978 | 1,881 | 0.02% | 0.03% | 225 | -2,525 | -6.23% | Q2 2026 | Jul 28, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 37,300 | 1,848 | 0.22% | 0.24% | 226 | -200 | -0.53% | Q2 2026 | Aug 11, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 37,181 | 1,842 | 0.35% | 0.69% | 228 | -6,697 | -15.26% | Q2 2026 | Jul 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 37,189 | 1,842 | 0.01% | 0.01% | 227 | -906 | -2.38% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 37,104 | 1,838 | 0.02% | 0.02% | 229 | +74 | 0.2% | Q2 2026 | Aug 06, 2026 |
| TradeWell Securities, LLC. | History | Added to | 37,022 | 1,834 | 0.65% | 0.71% | 230 | +3,034 | 8.93% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 36,647 | 1,821 | 0.06% | 0.07% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Reduced | 36,229 | 1,795 | 0.0% | 0.0% | 232 | -2,993 | -7.63% | Q2 2026 | Aug 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 36,123 | 1,789 | 0.24% | 0.23% | 233 | +5,614 | 18.4% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 35,639 | 1,765 | 0.0% | 0.02% | 234 | -71,504 | -66.74% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 35,528 | 1,759 | 0.03% | 0.08% | 235 | -50,457 | -58.68% | Q2 2026 | Aug 10, 2026 |
| Beckerman Institutional, LLC | History | No change | 34,314 | 1,700 | 0.81% | 0.9% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 34,093 | 1,689 | 0.09% | 0.19% | 237 | -25,172 | -42.47% | Q2 2026 | Jul 31, 2026 |
| Waverly Advisors, LLC | History | Reduced | 33,629 | 1,666 | 0.01% | 0.01% | 238 | -1,205 | -3.46% | Q2 2026 | Aug 14, 2026 |
| City Center Advisors, LLC | History | Added to | 31,926 | 1,581 | 1.28% | 1.34% | 239 | +2,635 | 9.0% | Q2 2026 | Jul 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 31,829 | 1,577 | 0.01% | 0.02% | 240 | +2,147 | 7.23% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 31,155 | 1,543 | 0.03% | 0.03% | 241 | +11,072 | 55.13% | Q2 2026 | Aug 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 31,077 | 1,539 | 0.12% | 0.16% | 242 | -4,126 | -11.72% | Q2 2026 | Jul 28, 2026 |
| Moors & Cabot, Inc. | History | Added to | 30,301 | 1,501 | 0.06% | 0.05% | 243 | +4,906 | 19.32% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | New | 30,042 | 1,488 | 0.05% | — | 244 | +30,042 | New | Q2 2026 | Aug 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 29,152 | 1,444 | 0.05% | 0.05% | 245 | -741 | -2.48% | Q2 2026 | Jul 27, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 28,226 | 1,398 | 0.12% | 0.14% | 246 | -315 | -1.1% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 28,226 | 1,398 | 0.16% | 0.21% | 247 | -315 | -1.1% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 28,185 | 1,396 | 0.0% | 0.01% | 248 | -99,067 | -77.85% | Q2 2026 | Aug 13, 2026 |
| Petros Family Wealth, LLC | History | Added to | 27,853 | 1,380 | 0.84% | 0.95% | 249 | +950 | 3.53% | Q2 2026 | Jul 27, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 27,591 | 1,367 | 0.41% | 0.67% | 250 | +1,794 | 6.95% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 27,569 | 1,366 | 0.02% | 0.03% | 251 | -4,733 | -14.65% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 27,537 | 1,364 | 0.05% | 0.03% | 252 | +5,222 | 23.4% | Q2 2026 | Jul 24, 2026 |
| Sovran Advisors, LLC | History | Added to | 27,091 | 1,345 | 0.1% | 0.08% | 253 | +5,934 | 28.05% | Q2 2026 | Jul 29, 2026 |
| CHOREO, LLC | History | Added to | 26,545 | 1,319 | 0.01% | 0.01% | 254 | +8,228 | 44.92% | Q2 2026 | Aug 04, 2026 |
| Bryant Woods Investment Advisors, LLC | History | New | 25,275 | 1,252 | 0.35% | — | 255 | +25,275 | New | Q2 2026 | Jul 22, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 24,401 | 1,209 | 0.08% | 0.02% | 256 | +19,260 | 374.64% | Q2 2026 | Aug 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 24,101 | 1,198 | 0.06% | 0.07% | 257 | +2,825 | 13.28% | Q2 2026 | Jul 14, 2026 |
| Grantvest Financial Group LLC | History | Added to | 24,005 | 1,189 | 0.69% | 0.41% | 258 | +11,181 | 87.19% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | Added to | 23,727 | 1,176 | 0.0% | 0.0% | 259 | +6,217 | 35.51% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 23,562 | 1,167 | 0.02% | — | 260 | +23,562 | New | Q2 2026 | Jul 28, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 23,457 | 1,166 | 0.0% | 0.01% | 261 | -10,609 | -31.14% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,528 | 1,165 | 0.02% | 0.02% | 262 | +964 | 4.27% | Q2 2026 | Aug 10, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 23,461 | 1,162 | 0.38% | 0.4% | 263 | +1,234 | 5.55% | Q2 2026 | Aug 03, 2026 |
| Bravera Wealth | History | Added to | 23,368 | 1,157 | 0.44% | 0.34% | 264 | +8,138 | 53.43% | Q2 2026 | Jul 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 23,301 | 1,155 | 0.0% | 0.0% | 265 | +4,307 | 22.68% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 23,298 | 1,154 | 0.03% | 0.01% | 266 | +15,177 | 186.89% | Q2 2026 | Jul 24, 2026 |
| Corient Private Wealth LP | History | Reduced | 22,732 | 1,126 | 0.0% | 0.0% | 267 | -8,283 | -26.71% | Q2 2026 | Aug 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 22,642 | 1,121 | 0.51% | 0.69% | 268 | -3,569 | -13.62% | Q2 2026 | Aug 13, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 22,476 | 1,113 | 0.57% | 0.6% | 269 | +1,858 | 9.01% | Q2 2026 | Aug 24, 2026 |
| Richardson Capital Management LLC | History | Reduced | 21,994 | 1,089 | 0.47% | 0.93% | 270 | -16,922 | -43.48% | Q2 2026 | Jul 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 21,511 | 1,065 | 0.02% | 0.02% | 271 | -378 | -1.73% | Q2 2026 | Jul 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 21,240 | 1,052 | 0.05% | 0.07% | 272 | -3,364 | -13.67% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | Reduced | 21,240 | 1,048 | 0.01% | 0.02% | 273 | -12,808 | -37.62% | Q2 2026 | Aug 13, 2026 |
| Everest Financial Group LLC | History | Added to | 21,007 | 1,040 | 0.14% | 0.07% | 275 | +12,891 | 158.83% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 21,000 | 1,040 | 0.0% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 20,951 | 1,038 | 0.01% | 0.01% | 276 | +5,428 | 34.97% | Q2 2026 | Jul 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 20,983 | 1,038 | 0.08% | 0.08% | 277 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 20,807 | 1,030 | 0.17% | 0.18% | 278 | +435 | 2.14% | Q2 2026 | Aug 06, 2026 |
| Trilogy Capital Inc. | History | Added to | 20,524 | 1,016 | 0.04% | 0.03% | 279 | +4,758 | 30.18% | Q2 2026 | Jul 02, 2026 |
| LexAurum Advisors, LLC | History | Added to | 20,173 | 999 | 0.12% | 0.12% | 280 | +1,282 | 6.79% | Q2 2026 | Jul 15, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 20,046 | 993 | 0.08% | 0.1% | 281 | +224 | 1.13% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | Added to | 19,573 | 969 | 0.0% | 0.0% | 282 | +17,815 | 1013.37% | Q2 2026 | Aug 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 19,144 | 948 | 0.08% | 0.1% | 283 | -846 | -4.23% | Q2 2026 | Jul 28, 2026 |
| Friedenthal Financial | History | Added to | 19,074 | 945 | 0.44% | 0.47% | 284 | +28 | 0.15% | Q2 2026 | Jul 13, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 18,974 | 940 | 0.13% | 0.14% | 285 | -658 | -3.35% | Q2 2026 | Aug 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 18,329 | 908 | 0.03% | 0.03% | 286 | +1,838 | 11.15% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,804 | 882 | 0.0% | 0.0% | 287 | -36,029 | -66.93% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,661 | 875 | 0.01% | 0.01% | 288 | +7,892 | 80.79% | Q2 2026 | Jul 28, 2026 |
| Everest Private Wealth | History | Reduced | 17,349 | 859 | 0.32% | 0.57% | 289 | -5,349 | -23.57% | Q2 2026 | Aug 07, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 17,208 | 852 | 0.05% | 0.05% | 290 | +1 | 0.01% | Q2 2026 | Jul 29, 2026 |
| NORDEN GROUP LLC | History | Reduced | 17,171 | 850 | 0.07% | 0.13% | 291 | -9,848 | -36.45% | Q2 2026 | Jul 29, 2026 |
| Essex Financial Services, Inc. | History | Added to | 17,095 | 847 | 0.04% | 0.05% | 292 | +15 | 0.09% | Q2 2026 | Aug 10, 2026 |
| McAdam, LLC | History | Reduced | 16,930 | 838 | 0.03% | 0.19% | 293 | -67,386 | -79.92% | Q2 2026 | Aug 04, 2026 |
| BankPlus Wealth Management LLC | History | Reduced | 16,776 | 831 | 0.37% | 0.5% | 294 | -2,728 | -13.99% | Q2 2026 | Jul 17, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 16,653 | 825 | 0.16% | 0.07% | 295 | +10,200 | 158.07% | Q2 2026 | Jul 22, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 16,607 | 822 | 0.04% | 0.04% | 296 | +3,269 | 24.51% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 16,404 | 812 | 0.03% | 0.02% | 297 | +7,306 | 80.3% | Q2 2026 | Jul 22, 2026 |
| Worth Asset Management, LLC | History | Added to | 15,998 | 792 | 0.25% | 0.25% | 298 | +2,237 | 16.26% | Q2 2026 | Jul 08, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 15,974 | 791 | 0.06% | 0.07% | 299 | +142 | 0.9% | Q2 2026 | Aug 12, 2026 |
| Mills Wealth Advisors LLC | History | New | 15,625 | 774 | 0.24% | — | 300 | +15,625 | New | Q2 2026 | Jul 07, 2026 |