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 | No change | 50,644,264 | 2,517,526 | 0.14% | 0.14% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 27,206,439 | 1,348,079 | 1.47% | 1.47% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 18,679,985 | 925,593 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 13,981,921 | 692,804 | 0.16% | 0.16% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,137,761 | 601,426 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,853,495 | 438,690 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 6,276,578 | 311,004 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 5,839,077 | 289,326 | 0.26% | 0.26% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,365,982 | 265,884 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,256,302 | 260,449 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 4,498,032 | 222,877 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kensington Asset Management, LLC | History | No change | 4,407,675 | 218,400 | 11.91% | 11.91% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,147,919 | 206,151 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 4,048,209 | 200,588 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,605,664 | 129,110 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,178,894 | 107,931 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,181,019 | 107,873 | 0.14% | 0.14% | 17 | -110,462 | -4.82% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,049,668 | 101,561 | 0.3% | 0.3% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,966,178 | 97,427 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,801,048 | 89,242 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crane Advisory, LLC | History | Added to | 1,576,089 | 77,969 | 11.02% | 10.89% | 21 | +47,771 | 3.13% | Q3 2026 | Oct 13, 2026 |
| MAI Capital Management | History | No change | 1,443,174 | 71,509 | 0.27% | 0.27% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,230,140 | 60,953 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,113,486 | 55,173 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,030,413 | 51,056 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Financial Management Professionals, Inc. | History | New | 1,017,155 | 50,481 | 4.76% | — | 26 | +1,017,155 | New | Q3 2026 | Oct 23, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 914,811 | 45,246 | 0.95% | 0.71% | 27 | +239,190 | 35.4% | Q3 2026 | Oct 08, 2026 |
| Leelyn Smith, LLC | History | Added to | 872,833 | 43,170 | 4.78% | 1.7% | 28 | +591,388 | 210.13% | Q3 2026 | Nov 03, 2026 |
| Crewe Advisors LLC | History | No change | 847,303 | 41,985 | 3.04% | 3.04% | 29 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 843,157 | 41,702 | 12.93% | 12.25% | 30 | +75,388 | 9.82% | Q3 2026 | Oct 13, 2026 |
| Main Street Group, LTD | History | Added to | 811,366 | 40,130 | 9.02% | 8.53% | 31 | +72,572 | 9.82% | Q3 2026 | Oct 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 799,575 | 39,546 | 0.27% | 0.01% | 32 | +767,746 | 2412.1% | Q3 2026 | Oct 16, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 769,363 | 38,121 | 0.77% | 0.77% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Planning Group, LLC | History | No change | 749,150 | 37,120 | 8.38% | 8.38% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 731,005 | 36,221 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 722,615 | 35,805 | 9.59% | 9.59% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRAIRIE ADVISORY, LLC | History | Added to | 717,018 | 35,463 | 4.11% | 3.71% | 37 | +398,072 | 124.81% | Q3 2026 | Oct 19, 2026 |
| Navigation Group, LLC | History | Added to | 696,711 | 34,459 | 6.87% | 6.34% | 38 | +38,625 | 5.87% | Q3 2026 | Oct 28, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 672,130 | 33,304 | 6.47% | 6.47% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Water Asset Management | History | Added to | 668,866 | 33,082 | 10.69% | 10.6% | 40 | +6,178 | 0.93% | Q3 2026 | Nov 04, 2026 |
| AMJ Financial Wealth Management | History | No change | 662,171 | 32,777 | 7.73% | 7.73% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 656,857 | 32,547 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 644,477 | 31,933 | 0.48% | 0.4% | 43 | +161,746 | 33.51% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 644,477 | 31,933 | 0.48% | 0.4% | 44 | +161,746 | 33.51% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 643,292 | 31,817 | 0.07% | 0.09% | 45 | -125,234 | -16.3% | Q3 2026 | Nov 02, 2026 |
| Persium Advisors, LLC | History | New | 618,064 | 30,569 | 16.01% | — | 46 | +618,064 | New | Q3 2026 | Oct 07, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 610,136 | 30,177 | 5.53% | 5.45% | 47 | +39,292 | 6.88% | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 592,404 | 29,353 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 543,289 | 26,919 | 0.2% | 0.2% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Disciplina Capital Management LLC | History | No change | 524,130 | 26,019 | 2.69% | 2.69% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 522,161 | 25,873 | 0.1% | 0.1% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 521,161 | 25,823 | 0.55% | 0.55% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 515,220 | 25,529 | 0.15% | 0.15% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 497,420 | 24,647 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 486,353 | 24,239 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOS Asset Management, LLC | History | Added to | 476,689 | 23,577 | 5.51% | 4.28% | 56 | +104,288 | 28.0% | Q3 2026 | Oct 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 458,258 | 22,706 | 0.46% | 0.46% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Embree Financial Group | History | Reduced | 441,618 | 21,842 | 2.14% | 2.25% | 58 | -11,496 | -2.54% | Q3 2026 | Oct 22, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 441,490 | 21,836 | 7.55% | 6.94% | 59 | +80,984 | 22.46% | Q3 2026 | Oct 16, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 439,372 | 21,748 | 9.17% | 9.22% | 60 | -384 | -0.09% | Q3 2026 | Oct 14, 2026 |
| Bulwark Capital Corp | History | Added to | 437,002 | 21,614 | 11.43% | 10.78% | 61 | +50,325 | 13.01% | Q3 2026 | Oct 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 434,139 | 21,469 | 1.91% | 2.36% | 62 | -937 | -0.22% | Q3 2026 | Oct 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 432,483 | 21,395 | 2.38% | 2.36% | 63 | +5,306 | 1.24% | Q3 2026 | Oct 23, 2026 |
| IAG Wealth Partners, LLC | History | No change | 429,859 | 21,299 | 2.11% | 2.11% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 429,864 | 21,261 | 2.08% | 1.81% | 65 | +51,502 | 13.61% | Q3 2026 | Nov 04, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 429,269 | 21,237 | 1.86% | 1.36% | 66 | +123,880 | 40.56% | Q3 2026 | Oct 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 423,725 | 20,989 | 0.12% | 0.12% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 411,684 | 20,361 | 0.41% | 0.41% | 68 | +18,264 | 4.64% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 380,490 | 18,853 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northwest Financial Advisors | History | Reduced | 378,713 | 18,731 | 2.52% | 2.51% | 70 | -2,376 | -0.62% | Q3 2026 | Oct 27, 2026 |
| Clark Wealth Partners | History | Added to | 376,065 | 18,664 | 9.69% | 6.39% | 71 | +148,402 | 65.18% | Q3 2026 | Oct 16, 2026 |
| TD Capital Management LLC | History | No change | 362,454 | 17,959 | 1.47% | 1.47% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 361,480 | 17,911 | 1.18% | 1.18% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 357,670 | 17,690 | 0.09% | 0.08% | 74 | +27,061 | 8.19% | Q3 2026 | Oct 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 341,821 | 16,937 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 337,362 | 16,685 | 0.05% | 0.05% | 76 | +52,325 | 18.36% | Q3 2026 | Nov 02, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 329,945 | 16,319 | 3.29% | 3.41% | 77 | -10,951 | -3.21% | Q3 2026 | Oct 19, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 324,769 | 16,063 | 3.71% | 1.86% | 78 | +158,734 | 95.6% | Q3 2026 | Oct 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 323,728 | 16,011 | 0.17% | 0.16% | 79 | +23,121 | 7.69% | Q3 2026 | Oct 26, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 312,067 | 15,434 | 2.83% | 2.99% | 80 | -4,144 | -1.31% | Q3 2026 | Oct 23, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 310,228 | 15,371 | 0.46% | 0.46% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 307,563 | 15,239 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M Wealth Management, LLC | History | Added to | 295,414 | 14,611 | 11.26% | 11.08% | 83 | +10,707 | 3.76% | Q3 2026 | Oct 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 292,570 | 14,470 | 0.33% | 0.32% | 84 | +24,132 | 8.99% | Q3 2026 | Nov 04, 2026 |
| Good Steward Wealth Advisors,LLC | History | No change | 283,138 | 14,029 | 8.47% | 8.47% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 282,255 | 13,985 | 4.57% | 4.57% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 280,939 | 13,914 | 10.61% | 10.55% | 87 | +7,597 | 2.78% | Q3 2026 | Oct 21, 2026 |
| ASSETMARK, INC | History | New | 273,784 | 13,541 | 0.02% | — | 88 | +273,784 | New | Q3 2026 | Oct 21, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 266,552 | 13,183 | 1.66% | 1.32% | 89 | +58,153 | 27.9% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 263,550 | 13,058 | 0.22% | 0.22% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 262,643 | 12,990 | 0.09% | 0.07% | 91 | +68,784 | 35.48% | Q3 2026 | Oct 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 250,997 | 12,414 | 0.56% | 0.01% | 92 | +246,883 | 6001.05% | Q3 2026 | Nov 04, 2026 |
| Shore Point Advisors, LLC | History | Added to | 252,696 | 12,364 | 3.92% | 4.06% | 93 | +10,271 | 4.24% | Q3 2026 | Oct 14, 2026 |
| Fortis Capital Management LLC | History | No change | 248,952 | 12,335 | 1.38% | 1.38% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TABR Capital Management, LLC | History | Added to | 242,021 | 11,970 | 8.77% | 8.62% | 95 | +37,793 | 18.51% | Q3 2026 | Oct 20, 2026 |
| Advisory Services Network, LLC | History | No change | 237,319 | 11,759 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vertex Planning Partners, LLC | History | No change | 236,284 | 11,707 | 1.74% | 1.74% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Choice Wealth Advisors LLC | History | New | 233,320 | 11,540 | 3.99% | — | 98 | +233,320 | New | Q3 2026 | Oct 16, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 232,306 | 11,510 | 0.14% | 0.14% | 99 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 225,399 | 11,168 | 0.17% | 0.17% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 222,928 | 11,034 | 0.02% | 0.02% | 101 | -4,042 | -1.78% | Q3 2026 | Oct 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 220,744 | 10,918 | 1.14% | 1.0% | 102 | +18,938 | 9.38% | Q3 2026 | Oct 16, 2026 |
| Advisory Resource Group | History | Added to | 220,070 | 10,884 | 1.57% | 0.85% | 103 | +105,772 | 92.54% | Q3 2026 | Oct 26, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 218,570 | 10,810 | 2.69% | 2.13% | 104 | +50,608 | 30.13% | Q3 2026 | Oct 19, 2026 |
| NewEdge Wealth, LLC | History | No change | 212,523 | 10,530 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 212,381 | 10,504 | 0.77% | 0.8% | 106 | -1,074 | -0.5% | Q3 2026 | Oct 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 207,038 | 10,258 | 0.14% | 0.14% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 206,790 | 10,227 | 1.73% | 1.29% | 108 | +55,694 | 36.86% | Q3 2026 | Oct 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 204,983 | 10,156 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global View Capital Management LLC | History | Added to | 203,370 | 10,058 | 2.24% | 1.26% | 110 | +80,472 | 65.48% | Q3 2026 | Oct 28, 2026 |
| Live Oak Investment Partners | History | Reduced | 196,161 | 9,702 | 5.24% | 5.24% | 111 | -285 | -0.15% | Q3 2026 | Oct 23, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 192,323 | 9,512 | 0.84% | 0.87% | 112 | -735 | -0.38% | Q3 2026 | Oct 15, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 185,341 | 9,214 | 2.77% | 2.77% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | No change | 184,834 | 9,158 | 0.32% | 0.32% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 184,201 | 9,110 | 0.28% | 0.25% | 115 | +14,510 | 8.55% | Q3 2026 | Oct 30, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 180,686 | 8,952 | 0.89% | 0.89% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | New | 172,348 | 8,524 | 2.22% | — | 118 | +172,348 | New | Q3 2026 | Oct 08, 2026 |
| Kovack Advisors, Inc. | History | No change | 172,044 | 8,524 | 0.41% | 0.41% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Congress Park Capital LLC | History | Added to | 170,089 | 8,412 | 2.21% | 1.64% | 119 | +47,708 | 38.98% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | Added to | 168,999 | 8,358 | 0.14% | 0.14% | 120 | +9,875 | 6.21% | Q3 2026 | Oct 16, 2026 |
| SAM Advisors, LLC | History | No change | 168,199 | 8,334 | 2.28% | 2.28% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 167,133 | 8,308 | 1.76% | 1.76% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Americana Partners, LLC | History | Added to | 166,459 | 8,233 | 0.18% | 0.16% | 123 | +18,772 | 12.71% | Q3 2026 | Oct 28, 2026 |
| Innovative Wealth Building LLC | History | Added to | 164,484 | 8,135 | 4.5% | 4.68% | 124 | +2,028 | 1.25% | Q3 2026 | Oct 14, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 162,200 | 8,022 | 4.06% | 5.34% | 125 | -58,962 | -26.66% | Q3 2026 | Oct 26, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 160,215 | 7,938 | 1.78% | 1.78% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 159,567 | 7,892 | 0.12% | 0.12% | 127 | +3,231 | 2.07% | Q3 2026 | Oct 22, 2026 |
| Leisure Capital Management | History | Added to | 156,460 | 7,738 | 2.45% | 2.2% | 128 | +14,356 | 10.1% | Q3 2026 | Nov 03, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 152,889 | 7,561 | 0.33% | 0.15% | 129 | +86,785 | 131.29% | Q3 2026 | Oct 28, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 149,866 | 7,412 | 1.2% | 1.21% | 130 | -13,530 | -8.28% | Q3 2026 | Nov 04, 2026 |
| Capital Analysts, LLC | History | No change | 144,762 | 7,173 | 0.17% | 0.17% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 142,721 | 7,071 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 140,831 | 6,965 | 1.38% | 1.38% | 133 | +2,396 | 1.73% | Q3 2026 | Nov 02, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | New | 140,348 | 6,941 | 2.02% | — | 134 | +140,348 | New | Q3 2026 | Oct 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 139,349 | 6,892 | 1.42% | 1.2% | 135 | +20,868 | 17.61% | Q3 2026 | Oct 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 138,371 | 6,856 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 137,747 | 6,812 | 0.22% | 0.02% | 137 | +127,705 | 1271.71% | Q3 2026 | Oct 23, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 135,805 | 6,716 | 1.7% | 1.61% | 138 | +2,495 | 1.87% | Q3 2026 | Oct 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 135,105 | 6,694 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearwave Capital, LLC | History | Added to | 134,026 | 6,628 | 3.48% | 3.6% | 140 | +2,053 | 1.56% | Q3 2026 | Oct 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 129,971 | 6,439 | 0.65% | 0.65% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 123,018 | 6,084 | 1.02% | 0.35% | 142 | +85,837 | 230.86% | Q3 2026 | Oct 27, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 122,926 | 6,079 | 2.57% | 3.03% | 143 | -17,254 | -12.31% | Q3 2026 | Oct 30, 2026 |
| Avestar Capital, LLC | History | Reduced | 121,880 | 6,035 | 0.48% | 0.39% | 144 | -20,637 | -14.48% | Q3 2026 | Oct 28, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 121,767 | 6,022 | 1.02% | 1.05% | 145 | -938 | -0.76% | Q3 2026 | Nov 02, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 119,983 | 5,945 | 0.78% | 0.78% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IRON Financial LLC | History | Reduced | 116,135 | 5,744 | 2.39% | 2.59% | 147 | -10,624 | -8.38% | Q3 2026 | Oct 23, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 115,472 | 5,721 | 0.49% | 0.49% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 115,381 | 5,706 | 1.75% | 2.81% | 149 | -53,063 | -31.5% | Q3 2026 | Nov 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 115,165 | 5,696 | 0.09% | 0.1% | 150 | -4,000 | -3.36% | Q3 2026 | Nov 02, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 114,212 | 5,658 | 0.8% | 0.8% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 112,753 | 5,586 | 2.12% | 2.12% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXS Investments LLC | History | New | 112,410 | 5,559 | 0.54% | — | 153 | +112,410 | New | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | Added to | 112,376 | 5,558 | 0.06% | 0.06% | 154 | +1,157 | 1.04% | Q3 2026 | Oct 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 109,775 | 5,429 | 0.09% | 0.09% | 155 | +8,896 | 8.82% | Q3 2026 | Oct 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 109,459 | 5,413 | 0.2% | 0.26% | 156 | -28,501 | -20.66% | Q3 2026 | Oct 26, 2026 |
| Arax Advisory Partners | History | No change | 106,657 | 5,284 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ignite Planners, LLC | History | Added to | 106,215 | 5,251 | 0.68% | 0.54% | 158 | +26,542 | 33.31% | Q3 2026 | Oct 14, 2026 |
| Fermata Advisors, LLC | History | Added to | 105,039 | 5,195 | 1.0% | 0.97% | 159 | +8,346 | 8.63% | Q3 2026 | Oct 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 104,783 | 5,182 | 0.01% | 0.01% | 160 | +2,782 | 2.73% | Q3 2026 | Oct 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 103,586 | 5,123 | 0.16% | 0.17% | 161 | -3,219 | -3.01% | Q3 2026 | Oct 29, 2026 |
| Alpha Zero LLC | History | No change | 98,550 | 4,890 | 1.85% | 1.85% | 162 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SYON CAPITAL LLC | History | No change | 98,147 | 4,863 | 0.21% | 0.21% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 97,456 | 4,828 | 0.92% | 0.92% | 164 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 97,456 | 4,828 | 0.92% | 0.92% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 96,452 | 4,770 | 0.25% | 0.26% | 166 | -477 | -0.49% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 95,645 | 4,739 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Thayer Partners, LLC / MA | History | No change | 95,030 | 4,708 | 1.95% | 1.95% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 92,638 | 4,581 | 1.75% | 3.36% | 169 | -84,945 | -47.83% | Q3 2026 | Oct 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 92,059 | 4,553 | 0.13% | 0.05% | 170 | +62,017 | 206.43% | Q3 2026 | Oct 23, 2026 |
| Western Wealth Management, LLC | History | No change | 91,759 | 4,546 | 0.15% | 0.15% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 90,872 | 4,494 | 1.22% | 1.52% | 172 | -22,479 | -19.83% | Q3 2026 | Oct 26, 2026 |
| Creative Planning | History | Added to | 88,920 | 4,397 | 0.0% | 0.0% | 173 | +12,967 | 17.07% | Q3 2026 | Nov 02, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 88,571 | 4,388 | 0.26% | 0.26% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 88,478 | 4,376 | 2.75% | 3.91% | 175 | -36,281 | -29.08% | Q3 2026 | Oct 20, 2026 |
| Mutual Advisors, LLC | History | No change | 87,237 | 4,322 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 86,523 | 4,279 | 0.17% | 0.06% | 177 | +62,422 | 259.0% | Q3 2026 | Oct 13, 2026 |
| Sigma Planning Corp | History | Added to | 86,167 | 4,261 | 0.11% | 0.1% | 178 | +2,425 | 2.9% | Q3 2026 | Oct 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 85,852 | 4,253 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 85,016 | 4,212 | 1.64% | 1.64% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COFG Advisors, LLC | History | No change | 83,742 | 4,149 | 0.72% | 0.72% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 82,905 | 4,100 | 0.01% | 0.0% | 182 | +47,266 | 132.62% | Q3 2026 | Nov 04, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 81,932 | 4,059 | 1.49% | 1.48% | 183 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Owen LaRue, LLC | History | No change | 80,723 | 3,999 | 1.39% | 1.39% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 80,256 | 3,969 | 0.16% | 0.02% | 185 | +56,694 | 240.62% | Q3 2026 | Oct 21, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 78,155 | 3,872 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Client First Investment Management LLC | History | Reduced | 77,792 | 3,847 | 1.83% | 3.05% | 187 | -68,412 | -46.79% | Q3 2026 | Oct 09, 2026 |
| SMART Wealth LLC | History | New | 77,743 | 3,845 | 0.78% | — | 188 | +77,743 | New | Q3 2026 | Nov 04, 2026 |
| Inscription Capital, LLC | History | Reduced | 76,597 | 3,788 | 0.42% | 1.31% | 189 | -222,493 | -74.39% | Q3 2026 | Nov 02, 2026 |
| First Citizens Financial Corp | History | Added to | 76,427 | 3,780 | 1.59% | 1.22% | 190 | +17,347 | 29.36% | Q3 2026 | Oct 02, 2026 |
| Nilsine Partners, LLC | History | Added to | 76,314 | 3,774 | 0.26% | 0.23% | 191 | +8,289 | 12.19% | Q3 2026 | Nov 02, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 74,275 | 3,692 | 1.77% | 1.77% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 74,414 | 3,680 | 1.99% | 2.32% | 193 | -5,105 | -6.42% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 73,809 | 3,657 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marshall Financial Group, LLC | History | No change | 73,381 | 3,636 | 0.53% | 0.53% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KINTRA WEALTH, LLC | History | No change | 73,060 | 3,625 | 0.19% | 0.19% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 70,453 | 3,484 | 0.52% | 0.56% | 197 | +1,671 | 2.43% | Q3 2026 | Oct 26, 2026 |
| SageView Advisory Group, LLC | History | No change | 67,137 | 3,326 | 0.11% | 0.11% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 64,365 | 3,186 | 0.41% | 0.57% | 199 | -13,245 | -17.07% | Q3 2026 | Oct 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 62,448 | 3,088 | 0.09% | 0.03% | 200 | +39,150 | 168.04% | Q3 2026 | Oct 08, 2026 |
| IFS Group,LLC | History | No change | 61,140 | 3,029 | 4.16% | 4.16% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthfront Advisers LLC | History | No change | 60,985 | 3,021 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Norris Financial Group, LLC | History | No change | 60,377 | 2,991 | 1.19% | 1.19% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 60,318 | 2,983 | 0.12% | 0.11% | 204 | +5,519 | 10.07% | Q3 2026 | Nov 04, 2026 |
| Macco Financial Group, Inc. | History | No change | 57,413 | 2,844 | 1.85% | 1.85% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 56,672 | 2,803 | 0.79% | 0.75% | 206 | +2,855 | 5.31% | Q3 2026 | Nov 02, 2026 |
| Ellenbecker Investment Group | History | No change | 56,449 | 2,797 | 0.33% | 0.33% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 56,347 | 2,791 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 56,001 | 2,779 | 0.19% | 0.1% | 209 | +28,910 | 106.71% | Q3 2026 | Oct 30, 2026 |
| Cypress Capital, LLC | History | Added to | 56,166 | 2,777 | 0.74% | 0.67% | 210 | +5,958 | 11.87% | Q3 2026 | Oct 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 55,504 | 2,745 | 0.11% | 0.11% | 211 | +341 | 0.62% | Q3 2026 | Oct 23, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 55,160 | 2,728 | 0.67% | 0.7% | 212 | -2,569 | -4.45% | Q3 2026 | Oct 19, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 54,726 | 2,710 | 1.54% | 1.47% | 213 | +3,909 | 7.69% | Q3 2026 | Oct 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 54,612 | 2,706 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Planning Navigators CORP | History | New | 52,408 | 2,592 | 0.94% | — | 215 | +52,408 | New | Q3 2026 | Oct 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 52,054 | 2,579 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 52,054 | 2,579 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 51,303 | 2,542 | 0.22% | 0.22% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cravens & Co Advisors, LLC | History | Reduced | 50,788 | 2,511 | 1.7% | 1.82% | 219 | -3,808 | -6.97% | Q3 2026 | Oct 16, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 48,257 | 2,391 | 0.53% | 0.53% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 105,921 | 2,355 | 0.11% | 0.11% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 47,050 | 2,331 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 46,610 | 2,317 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 46,404 | 2,295 | 1.5% | — | 224 | +46,404 | New | Q3 2026 | Oct 06, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 46,164 | 2,283 | 0.66% | 0.56% | 225 | +7,014 | 17.92% | Q3 2026 | Oct 22, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 45,574 | 2,260 | 1.56% | 1.57% | 227 | +4,426 | 10.76% | Q3 2026 | Oct 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 45,537 | 2,260 | 0.06% | 0.06% | 226 | -195 | -0.43% | Q3 2026 | Oct 16, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 45,531 | 2,251 | 0.23% | 0.23% | 228 | +662 | 1.48% | Q3 2026 | Oct 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 45,018 | 2,230 | 0.14% | 0.14% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Accurate Wealth Management, LLC | History | New | 44,922 | 2,225 | 0.19% | — | 230 | +44,922 | New | Q3 2026 | Oct 20, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 43,927 | 2,172 | 0.1% | 0.09% | 231 | +9,834 | 28.84% | Q3 2026 | Oct 28, 2026 |
| World Investment Advisors | History | No change | 43,235 | 2,140 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 42,805 | 2,120 | 0.21% | 0.21% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 42,363 | 2,099 | 1.26% | 1.26% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 42,019 | 2,082 | 2.4% | 2.4% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TradeWell Securities, LLC. | History | Added to | 41,943 | 2,074 | 0.7% | 0.65% | 236 | +4,921 | 13.29% | Q3 2026 | Oct 21, 2026 |
| Betterment LLC | History | No change | 41,823 | 2,072 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 41,665 | 2,064 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 41,401 | 2,051 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 41,426 | 2,048 | 0.14% | 0.12% | 240 | +2,949 | 7.66% | Q3 2026 | Oct 08, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 40,844 | 2,023 | 1.06% | 1.06% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nova Financial LLC | History | New | 40,399 | 1,998 | 0.84% | — | 242 | +40,399 | New | Q3 2026 | Nov 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 37,628 | 1,863 | 0.02% | 0.04% | 243 | -15,427 | -29.08% | Q3 2026 | Nov 04, 2026 |
| Sargent Investment Group, LLC | History | No change | 37,300 | 1,848 | 0.22% | 0.22% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 37,104 | 1,838 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 36,647 | 1,821 | 0.06% | 0.06% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 36,229 | 1,795 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 35,528 | 1,759 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 35,263 | 1,744 | 0.01% | 0.01% | 249 | -1,926 | -5.18% | Q3 2026 | Oct 27, 2026 |
| Howard Capital Management, LLC | History | Reduced | 34,925 | 1,727 | 0.02% | 0.02% | 250 | -3,053 | -8.04% | Q3 2026 | Oct 15, 2026 |
| Beckerman Institutional, LLC | History | No change | 34,314 | 1,700 | 0.81% | 0.81% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 33,748 | 1,669 | 0.29% | 0.17% | 252 | +12,941 | 62.2% | Q3 2026 | Oct 09, 2026 |
| Waverly Advisors, LLC | History | No change | 33,629 | 1,666 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Petros Family Wealth, LLC | History | Added to | 31,817 | 1,573 | 0.92% | 0.84% | 254 | +3,964 | 14.23% | Q3 2026 | Oct 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 31,577 | 1,561 | 0.12% | 0.12% | 255 | +500 | 1.61% | Q3 2026 | Oct 20, 2026 |
| Savvy Advisors, Inc. | History | No change | 31,155 | 1,543 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Grantvest Financial Group LLC | History | Added to | 31,163 | 1,541 | 0.89% | 0.69% | 257 | +7,158 | 29.82% | Q3 2026 | Oct 21, 2026 |
| 626 Financial, LLC | History | Reduced | 30,735 | 1,520 | 0.58% | 0.84% | 258 | -12,778 | -29.37% | Q3 2026 | Nov 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 30,301 | 1,501 | 0.06% | 0.06% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 29,999 | 1,483 | 0.1% | 0.05% | 260 | +14,924 | 99.0% | Q3 2026 | Oct 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 29,152 | 1,444 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 28,808 | 1,424 | 0.18% | 0.24% | 262 | -7,315 | -20.25% | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 28,185 | 1,396 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| City Center Advisors, LLC | History | Reduced | 27,859 | 1,377 | 1.05% | 1.28% | 264 | -4,067 | -12.74% | Q3 2026 | Oct 07, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 27,591 | 1,367 | 0.41% | 0.41% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 27,569 | 1,366 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 26,343 | 1,302 | 0.04% | 0.05% | 267 | -1,194 | -4.34% | Q3 2026 | Nov 04, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 24,401 | 1,209 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 23,727 | 1,176 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 23,457 | 1,166 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 23,528 | 1,165 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bravera Wealth | History | No change | 23,368 | 1,157 | 0.44% | 0.44% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 23,301 | 1,152 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 23,159 | 1,145 | 0.37% | 0.38% | 274 | -302 | -1.29% | Q3 2026 | Oct 30, 2026 |
| Corient Private Wealth LP | History | No change | 22,732 | 1,126 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 22,642 | 1,121 | 0.51% | 0.51% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 22,476 | 1,113 | 0.57% | 0.57% | 277 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| LexAurum Advisors, LLC | History | Added to | 21,662 | 1,071 | 0.12% | 0.12% | 278 | +1,489 | 7.38% | Q3 2026 | Oct 19, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 21,389 | 1,057 | 0.02% | 0.02% | 279 | -122 | -0.57% | Q3 2026 | Oct 13, 2026 |
| Horizon Investments, LLC | History | No change | 21,240 | 1,048 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 21,000 | 1,040 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everest Financial Group LLC | History | No change | 21,007 | 1,040 | 0.14% | 0.14% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 20,580 | 1,017 | 0.04% | 0.03% | 283 | +4,176 | 25.46% | Q3 2026 | Nov 04, 2026 |
| Brookstone Capital Management | History | Reduced | 20,426 | 1,010 | 0.01% | 0.01% | 284 | -525 | -2.51% | Q3 2026 | Oct 22, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 20,071 | 992 | 0.08% | 0.08% | 285 | +25 | 0.12% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | No change | 19,573 | 969 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 19,174 | 948 | 0.12% | 0.13% | 287 | +200 | 1.05% | Q3 2026 | Oct 26, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 18,966 | 938 | 0.06% | 0.08% | 288 | -178 | -0.93% | Q3 2026 | Oct 29, 2026 |
| TCFG Investment Advisors, LLC | History | New | 18,520 | 915 | 0.31% | — | 289 | +18,520 | New | Q3 2026 | Oct 20, 2026 |
| Belpointe Asset Management LLC | History | No change | 18,329 | 908 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,300 | 905 | 0.01% | 0.01% | 291 | +639 | 3.62% | Q3 2026 | Oct 30, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 18,224 | 901 | 0.09% | — | 292 | +18,224 | New | Q3 2026 | Oct 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 18,124 | 896 | 0.04% | 0.05% | 293 | -3,116 | -14.67% | Q3 2026 | Oct 28, 2026 |
| Friedenthal Financial | History | Reduced | 18,122 | 896 | 0.39% | 0.44% | 294 | -952 | -4.99% | Q3 2026 | Oct 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,804 | 882 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richardson Capital Management LLC | History | Reduced | 17,722 | 876 | 0.36% | 0.47% | 296 | -4,272 | -19.42% | Q3 2026 | Oct 23, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 17,453 | 863 | 0.17% | 0.16% | 297 | +800 | 4.8% | Q3 2026 | Oct 14, 2026 |
| Everest Private Wealth | History | No change | 17,349 | 859 | 0.32% | 0.32% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFC Planning, Inc. | History | No change | 17,332 | 858 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 17,218 | 851 | 0.04% | 0.05% | 300 | +10 | 0.06% | Q3 2026 | Oct 20, 2026 |