ARK ETF Trust - ARKG
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 | 7,443,296 | 315,298 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 6,723,211 | 282,778 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,516,963 | 189,983 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 3,000,000 | 162,660 | 1.2% | 0.86% | 4 | -100,113 | -3.23% | Q3 2026 | Nov 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,411,218 | 101,415 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,753,957 | 73,771 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,605,845 | 67,541 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,477,110 | 62,127 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,134,658 | 47,723 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 1,034,376 | 43,505 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 932,200 | 39,208 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | No change | 917,632 | 38,595 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 914,677 | 38,471 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 689,700 | 37,395 | 0.01% | 0.03% | 14 | -1,482,615 | -68.25% | Q3 2026 | Nov 04, 2026 |
| 683 Capital Management, LLC | History | No change | 750,000 | 31,545 | 1.55% | 1.55% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Asset Advisors, LLC | History | No change | 750,000 | 31,545 | 1.43% | 1.43% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 709,000 | 29,820 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 450,224 | 18,940 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 425,000 | 17,875 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Humankind Investments LLC | History | No change | 386,000 | 16,235 | 7.76% | 7.76% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 374,233 | 15,740 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 355,711 | 14,961 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Florin Court Capital LLP | History | Added to | 266,700 | 14,460 | 14.91% | 1.9% | 23 | +239,000 | 862.82% | Q3 2026 | Nov 02, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 246,758 | 13,379 | 1.24% | 1.02% | 24 | -1,742 | -0.7% | Q3 2026 | Oct 23, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Reduced | 205,204 | 11,126 | 4.28% | 3.69% | 25 | -6,182 | -2.92% | Q3 2026 | Oct 08, 2026 |
| SG Americas Securities, LLC | History | No change | 220,010 | 9,254 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walleye Trading LLC | History | No change | 187,600 | 7,890 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | No change | 177,780 | 7,477 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canal Insurance CO | History | No change | 120,000 | 6,517 | 1.53% | 1.11% | 29 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Gimbal Financial | History | New | 119,474 | 6,477 | 3.76% | — | 30 | +119,474 | New | Q3 2026 | Oct 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 145,204 | 6,107 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 143,691 | 6,043 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 139,071 | 5,850 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 139,069 | 5,849 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 135,587 | 5,702 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cetera Investment Advisers | History | No change | 122,914 | 5,169 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 118,863 | 4,999 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 118,502 | 4,984 | 0.12% | 0.12% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 107,400 | 4,517 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 105,088 | 4,420 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 104,934 | 4,413 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 99,958 | 4,204 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 73,367 | 3,978 | 0.01% | 0.01% | 43 | -1,983 | -2.63% | Q3 2026 | Nov 02, 2026 |
| Riggs Asset Managment Co. Inc. | History | New | 64,036 | 3,472 | 0.64% | — | 44 | +64,036 | New | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 81,627 | 3,433 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 62,009 | 3,362 | 0.09% | 0.07% | 46 | +3,794 | 6.52% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 60,980 | 3,306 | 0.0% | 0.0% | 47 | -3,315 | -5.16% | Q3 2026 | Nov 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 73,722 | 3,100 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 55,324 | 2,999 | 0.02% | 0.01% | 49 | -5,411 | -8.91% | Q3 2026 | Oct 27, 2026 |
| NOMURA HOLDINGS INC | History | No change | 70,000 | 2,944 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Asset Management, LLC | History | New | 50,901 | 2,759 | 0.25% | — | 51 | +50,901 | New | Q3 2026 | Nov 05, 2026 |
| Wealthfront Advisers LLC | History | No change | 54,659 | 2,298 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 53,624 | 2,255 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global View Capital Management LLC | History | Added to | 41,424 | 2,246 | 0.5% | 0.23% | 54 | +15,366 | 58.97% | Q3 2026 | Oct 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 52,851 | 2,222 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Brookstone Capital Management | History | Reduced | 40,553 | 2,198 | 0.02% | 0.02% | 56 | -3,777 | -8.52% | Q3 2026 | Oct 22, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 50,995 | 2,144 | 0.64% | 0.64% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 47,698 | 2,006 | 0.12% | 0.12% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 45,297 | 1,905 | 0.14% | 0.14% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,951 | 1,895 | 0.01% | 0.0% | 60 | +8,567 | 32.47% | Q3 2026 | Nov 02, 2026 |
| GTS SECURITIES LLC | History | No change | 42,653 | 1,793 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 42,058 | 1,768 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 32,293 | 1,750 | 0.01% | — | 63 | +32,293 | New | Q3 2026 | Oct 16, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 32,213 | 1,746 | 0.15% | 0.12% | 64 | -2,295 | -6.65% | Q3 2026 | Oct 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 41,414 | 1,741 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DLD Asset Management, LP | History | No change | 40,000 | 1,683 | 0.11% | 0.11% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 39,844 | 1,675 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANOVER ADVISORS INC | History | No change | 39,821 | 1,674 | 0.6% | 0.6% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Turner Financial Group, Inc. | History | No change | 38,834 | 1,633 | 1.62% | 1.62% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 30,016 | 1,627 | 0.02% | 0.01% | 70 | +15,765 | 110.62% | Q3 2026 | Oct 26, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 28,180 | 1,527 | 0.02% | 0.02% | 71 | -9,147 | -24.51% | Q3 2026 | Oct 22, 2026 |
| Wealth Management Partners, LLC | History | Added to | 27,319 | 1,481 | 0.35% | 0.15% | 72 | +11,979 | 78.09% | Q3 2026 | Oct 21, 2026 |
| IHT Wealth Management, LLC | History | No change | 34,511 | 1,451 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NKCFO LLC | History | Reduced | 25,000 | 1,356 | 0.4% | 0.85% | 74 | -42,000 | -62.69% | Q3 2026 | Nov 04, 2026 |
| PRUDENTIAL PLC | History | No change | 31,770 | 1,336 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 31,704 | 1,333 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 24,226 | 1,313 | 0.02% | — | 77 | +24,226 | New | Q3 2026 | Oct 13, 2026 |
| Clientfirst Wealth Management, LLC | History | Added to | 24,127 | 1,308 | 0.95% | 0.82% | 78 | +475 | 2.01% | Q3 2026 | Nov 04, 2026 |
| Client First Investment Management LLC | History | Reduced | 21,953 | 1,190 | 0.57% | 1.09% | 79 | -39,368 | -64.2% | Q3 2026 | Oct 09, 2026 |
| EFG International AG | History | No change | 28,147 | 1,183 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 21,808 | 1,182 | 0.02% | 0.02% | 81 | -4,138 | -15.95% | Q3 2026 | Oct 21, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 21,483 | 1,164 | 0.63% | 0.46% | 82 | -52 | -0.24% | Q3 2026 | Oct 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 21,191 | 1,148 | 0.04% | 0.03% | 83 | -168 | -0.79% | Q3 2026 | Oct 29, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 21,028 | 1,140 | 0.78% | 0.63% | 84 | -765 | -3.51% | Q3 2026 | Oct 08, 2026 |
| Woodline Partners LP | History | No change | 27,075 | 1,138 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,910 | 1,133 | 0.01% | 0.0% | 86 | +446 | 2.18% | Q3 2026 | Oct 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 26,600 | 1,118 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 26,477 | 1,113 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 23,840 | 1,002 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 18,241 | 989 | 0.27% | 0.21% | 90 | -22 | -0.12% | Q3 2026 | Oct 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 23,359 | 982 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 16,631 | 901 | 0.01% | 0.0% | 92 | +10,210 | 159.01% | Q3 2026 | Oct 30, 2026 |
| PFG Advisors | History | New | 15,892 | 861 | 0.04% | — | 93 | +15,892 | New | Q3 2026 | Oct 15, 2026 |
| Phoenix Wealth Advisors | History | New | 15,845 | 859 | 0.26% | — | 94 | +15,845 | New | Q3 2026 | Nov 02, 2026 |
| Verition Fund Management LLC | History | No change | 20,000 | 841 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DDD Partners, LLC | History | Reduced | 15,334 | 831 | 0.05% | 0.04% | 96 | -849 | -5.25% | Q3 2026 | Nov 02, 2026 |
| Arax Advisory Partners | History | No change | 19,660 | 826 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vigilare Wealth Management | History | New | 14,994 | 812 | 0.25% | — | 98 | +14,994 | New | Q3 2026 | Oct 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 19,300 | 811 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JBF Capital, Inc. | History | No change | 18,000 | 757 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 17,482 | 735 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | Added to | 13,021 | 705 | 0.12% | 0.09% | 102 | +445 | 3.54% | Q3 2026 | Oct 19, 2026 |
| WCG Wealth Advisors LLC | History | No change | 16,627 | 699 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospect Financial Services LLC | History | No change | 16,485 | 693 | 0.35% | 0.35% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aurora Private Wealth, Inc. | History | New | 12,374 | 671 | 0.42% | — | 105 | +12,374 | New | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,344 | 657 | 0.0% | 0.0% | 106 | -495 | -3.58% | Q3 2026 | Oct 13, 2026 |
| XTX Topco Ltd | History | No change | 15,628 | 657 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 15,180 | 638 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14,450 | 607 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 13,214 | 585 | 0.19% | 0.19% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 13,821 | 581 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 10,688 | 579 | 0.0% | 0.0% | 112 | +3,466 | 47.99% | Q3 2026 | Nov 02, 2026 |
| Lauer Wealth, LLC | History | Reduced | 11,593 | 571 | 0.36% | 0.43% | 113 | -6,050 | -34.29% | Q3 2026 | Oct 13, 2026 |
| Southland Equity Partners LLC | History | New | 10,337 | 560 | 0.1% | — | 114 | +10,337 | New | Q3 2026 | Oct 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 13,250 | 557 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 13,216 | 555 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Next Capital Management LLC | History | No change | 13,046 | 548 | 0.15% | 0.15% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIG BROKERAGE, LP | History | No change | 12,635 | 531 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sierra Capital LLC | History | No change | 12,636 | 531 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acorns Advisers, LLC | History | No change | 12,107 | 509 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | No change | 9,371 | 508 | 0.17% | 0.15% | 121 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Sigma Planning Corp | History | Reduced | 9,387 | 494 | 0.01% | 0.01% | 122 | -2,862 | -23.37% | Q3 2026 | Oct 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 9,101 | 493 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Brookwood Investment Group LLC | History | No change | 11,600 | 487 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 8,843 | 479 | 0.01% | 0.01% | 125 | -1,307 | -12.88% | Q3 2026 | Oct 13, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 8,704 | 471 | 0.12% | 0.09% | 126 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bellecapital International Ltd. | History | Added to | 8,583 | 465 | 0.07% | 0.03% | 127 | +3,552 | 70.6% | Q3 2026 | Oct 21, 2026 |
| VANCE WEALTH, LLC | History | No change | 10,626 | 446 | 0.1% | 0.1% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,561 | 444 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,538 | 443 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Headlands Technologies LLC | History | No change | 10,128 | 425 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 8,175 | 423 | 0.15% | 0.14% | 133 | -244 | -2.9% | Q3 2026 | Nov 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,060 | 423 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 7,100 | 384 | 0.02% | 0.02% | 134 | -1,250 | -14.97% | Q3 2026 | Oct 08, 2026 |
| Moors & Cabot, Inc. | History | No change | 8,940 | 376 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 6,888 | 373 | 0.07% | 0.05% | 136 | +1,060 | 18.19% | Q3 2026 | Oct 16, 2026 |
| StoneX Group Inc. | History | Added to | 7,486 | 365 | 0.01% | 0.01% | 137 | +2,690 | 56.09% | Q3 2026 | Nov 03, 2026 |
| MBA Advisors LLC | History | Added to | 6,568 | 356 | 0.12% | 0.09% | 138 | +138 | 2.15% | Q3 2026 | Oct 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 6,425 | 348 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 8,267 | 347 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 6,287 | 340 | 0.0% | 0.0% | 141 | -49 | -0.77% | Q3 2026 | Oct 20, 2026 |
| Indivisible Partners | History | Reduced | 6,202 | 336 | 0.02% | 0.02% | 143 | -1,544 | -19.93% | Q3 2026 | Oct 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,197 | 336 | 0.0% | 0.0% | 142 | +173 | 2.87% | Q3 2026 | Oct 26, 2026 |
| Vontobel Holding Ltd. | History | New | 6,080 | 330 | 0.0% | — | 144 | +6,080 | New | Q3 2026 | Oct 16, 2026 |
| Claro Advisors Inc. | History | Reduced | 6,049 | 328 | 0.03% | 0.03% | 145 | -53 | -0.87% | Q3 2026 | Nov 02, 2026 |
| South Shore Capital Advisors | History | New | 6,000 | 325 | 0.22% | — | 146 | +6,000 | New | Q3 2026 | Oct 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 5,809 | 314 | 0.01% | — | 147 | +5,809 | New | Q3 2026 | Nov 05, 2026 |
| Mutual Advisors, LLC | History | No change | 7,431 | 312 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Interchange Capital Partners, LLC | History | No change | 5,750 | 311 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BXM Wealth LLC | History | New | 5,700 | 309 | 0.17% | — | 150 | +5,700 | New | Q3 2026 | Nov 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 5,611 | 304 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | History | No change | 5,400 | 292 | 0.2% | 0.16% | 152 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bank of New York Mellon Corp | History | New | 5,237 | 283 | 0.0% | — | 153 | +5,237 | New | Q3 2026 | Nov 05, 2026 |
| Heck Capital Advisors, LLC | History | New | 5,223 | 283 | 0.02% | — | 154 | +5,223 | New | Q3 2026 | Oct 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 5,135 | 278 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SkyOak Wealth, LLC | History | No change | 5,068 | 274 | 0.04% | 0.03% | 156 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Fulcrum Equity Management | History | Reduced | 5,000 | 271 | 0.22% | 0.62% | 157 | -15,000 | -75.0% | Q3 2026 | Oct 21, 2026 |
| Schorn Wealth LLC | History | No change | 4,996 | 270 | 0.07% | 0.05% | 158 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,284 | 264 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Added to | 4,848 | 262 | 0.0% | 0.0% | 160 | +56 | 1.17% | Q3 2026 | Oct 28, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,243 | 262 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Massar Capital Management, LP | History | No change | 6,250 | 262 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | New | 4,806 | 260 | 0.0% | — | 163 | +4,806 | New | Q3 2026 | Nov 04, 2026 |
| Grandview Asset Management LLC | History | New | 4,730 | 256 | 0.07% | — | 164 | +4,730 | New | Q3 2026 | Oct 19, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 6,071 | 255 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Waverly Advisors, LLC | History | No change | 6,069 | 255 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,027 | 253 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | Reduced | 4,625 | 250 | 0.01% | 0.02% | 168 | -5,641 | -54.95% | Q3 2026 | Nov 04, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 4,585 | 248 | 0.04% | 0.04% | 169 | -1,000 | -17.91% | Q3 2026 | Oct 15, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 4,569 | 247 | 0.02% | 0.02% | 170 | -217 | -4.53% | Q3 2026 | Nov 02, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Reduced | 4,511 | 244 | 0.09% | 0.1% | 172 | -1,453 | -24.36% | Q3 2026 | Oct 20, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 5,805 | 244 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,712 | 240 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 5,632 | 236 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 4,217 | 228 | 0.01% | — | 176 | +4,217 | New | Q3 2026 | Oct 26, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 4,222 | 228 | 0.01% | 0.01% | 175 | -1,000 | -19.15% | Q3 2026 | Nov 03, 2026 |
| Relyea Zuckerberg Hanson LLC | History | New | 4,187 | 227 | 0.02% | — | 177 | +4,187 | New | Q3 2026 | Oct 20, 2026 |
| Archford Capital Strategies, LLC | History | New | 4,082 | 221 | 0.02% | — | 178 | +4,082 | New | Q3 2026 | Oct 19, 2026 |
| Ignite Planners, LLC | History | New | 4,075 | 220 | 0.03% | — | 179 | +4,075 | New | Q3 2026 | Oct 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 4,031 | 218 | 0.01% | — | 181 | +4,031 | New | Q3 2026 | Oct 23, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 5,187 | 218 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evanson Financial, LLC | History | New | 4,000 | 216 | 0.01% | — | 182 | +4,000 | New | Q3 2026 | Oct 23, 2026 |
| Powell Investment Advisors, LLC | History | No change | 3,962 | 214 | 0.07% | 0.05% | 183 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Sloy Dahl & Holst, LLC | History | New | 3,920 | 212 | 0.03% | — | 184 | +3,920 | New | Q3 2026 | Oct 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 3,832 | 207 | 0.11% | — | 185 | +3,832 | New | Q3 2026 | Oct 19, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,817 | 206 | 0.0% | 0.0% | 186 | -1,129 | -22.83% | Q3 2026 | Oct 23, 2026 |
| PFG Investments, LLC | History | No change | 4,910 | 206 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,704 | 200 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,931 | 158 | 0.0% | 0.0% | 189 | -863 | -22.75% | Q3 2026 | Nov 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 3,538 | 148 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REYL & Cie S.A. | History | No change | 5,460 | 144 | 0.17% | 0.17% | 191 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| UMB Bank, n.a. | History | No change | 3,236 | 136 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,886 | 121 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manchester Capital Management LLC | History | No change | 2,160 | 117 | 0.02% | 0.01% | 194 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,914 | 103 | 0.0% | 0.0% | 196 | +348 | 22.22% | Q3 2026 | Oct 08, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,910 | 103 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Financial Perspectives, Inc | History | Reduced | 1,627 | 88 | 0.02% | 0.02% | 197 | -231 | -12.43% | Q3 2026 | Nov 03, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,519 | 82 | 0.02% | — | 199 | +1,519 | New | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,967 | 82 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 1,814 | 76 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEMPOINT CAPITAL LP | History | No change | 100,000 | 75 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 1,757 | 73 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARK Investment Management LLC | History | No change | 1,659 | 69 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,500 | 63 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,109 | 60 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,380 | 58 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,068 | 57 | 0.0% | 0.0% | 207 | -40 | -3.61% | Q3 2026 | Nov 05, 2026 |
| Ascentis Independent Advisors | History | New | 1,000 | 54 | 0.0% | — | 210 | +1,000 | New | Q3 2026 | Nov 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,000 | 54 | 0.01% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,300 | 54 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 1,194 | 50 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 1,172 | 49 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Management Professionals, Inc. | History | No change | 869 | 47 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,099 | 46 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Family Manage LLC | History | No change | 1,095 | 46 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| James T. Borello RIA | History | No change | 865 | 46 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BESSEMER GROUP INC | History | No change | 1,012 | 43 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 803 | 43 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MATHER GROUP, LLC. | History | No change | 770 | 41 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Activest Wealth Management | History | No change | 759 | 41 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Pathway Financial Advisers, LLC | History | New | 715 | 38 | 0.01% | — | 223 | +715 | New | Q3 2026 | Oct 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 910 | 38 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 704 | 38 | 0.03% | 0.02% | 222 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | No change | 686 | 37 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 695 | 36 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Bleichroeder LP | History | No change | 825 | 34 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hyposwiss Advisors SA | History | No change | 631 | 34 | 0.03% | 0.02% | 227 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Osbon Capital Management LLC | History | No change | 776 | 32 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 768 | 32 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairscale Capital, LLC | History | No change | 642 | 32 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 728 | 30 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 538 | 29 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 526 | 28 | 0.01% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| GK Wealth Management LLC | History | New | 490 | 26 | 0.01% | — | 235 | +490 | New | Q3 2026 | Oct 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 630 | 26 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 400 | 21 | 0.01% | 0.01% | 237 | +25 | 6.67% | Q3 2026 | Oct 16, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 500 | 21 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 500 | 21 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 479 | 20 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Trust, LLC | History | No change | 497 | 20 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rydar Equities, Inc. | History | New | 390 | 19 | 0.01% | — | 241 | +390 | New | Q3 2026 | Oct 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 449 | 18 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Ancora Advisors LLC | History | No change | 431 | 18 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Center for Financial Services | History | No change | 332 | 18 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 440 | 18 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 338 | 18 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Winthrop Capital Management, LLC | History | New | 296 | 16 | 0.0% | — | 251 | +296 | New | Q3 2026 | Nov 05, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 310 | 16 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 304 | 16 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Paladin Advisory Group, LLC | History | No change | 400 | 16 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 382 | 16 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Community Financial Services Group, LLC | History | No change | 300 | 15 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IFG Advisory, LLC | History | No change | 375 | 15 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 370 | 15 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 348 | 14 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IAG Wealth Partners, LLC | History | No change | 351 | 14 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 353 | 14 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Spire Wealth Management | History | Reduced | 253 | 13 | 0.0% | 0.0% | 258 | -110 | -30.3% | Q3 2026 | Oct 30, 2026 |
| Banque Transatlantique SA | History | No change | 326 | 13 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Horizon Investments, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 307 | 12 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EMC Capital Management | History | No change | 278 | 11 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tidemark, LLC | History | No change | 277 | 11 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rosenberg Matthew Hamilton | History | New | 201 | 10 | 0.0% | — | 265 | +201 | New | Q3 2026 | Oct 05, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 200 | 10 | 0.0% | 0.0% | 264 | +50 | 33.33% | Q3 2026 | Oct 26, 2026 |
| John Boyer, Inc. | History | New | 177 | 9 | 0.01% | — | 267 | +177 | New | Q3 2026 | Oct 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 173 | 9 | 0.0% | — | 268 | +173 | New | Q3 2026 | Oct 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 168 | 9 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 150 | 8 | 0.0% | — | 273 | +150 | New | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 191 | 8 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 150 | 8 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 200 | 8 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 163 | 8 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| AlphaCore Capital LLC | History | Reduced | 136 | 7 | 0.0% | 0.0% | 274 | -100 | -42.37% | Q3 2026 | Nov 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 113 | 6 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 163 | 6 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | New | 96 | 5 | 0.0% | — | 278 | +96 | New | Q3 2026 | Nov 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 120 | 5 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Rossby Financial, LCC | History | New | 90 | 4 | 0.0% | — | 281 | +90 | New | Q3 2026 | Nov 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | New | 61 | 3 | 0.0% | — | 287 | +61 | New | Q3 2026 | Oct 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 58 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 70 | 3 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 74 | 3 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Copia Wealth Management | History | No change | 89 | 3 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 50 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silicon Valley Capital Partners | History | No change | 62 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Key FInancial Inc | History | No change | 55 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MADDEN SECURITIES Corp | History | New | 33 | 1 | 0.0% | — | 301 | +33 | New | Q3 2026 | Oct 27, 2026 |
| Blue Trust, Inc. | History | New | 26 | 1 | 0.0% | — | 302 | +26 | New | Q3 2026 | Oct 15, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 22 | 1 | 0.0% | — | 304 | +22 | New | Q3 2026 | Oct 30, 2026 |
| Wilkerson Advisory Group LLC | History | New | 20 | 1 | 0.0% | — | 303 | +20 | New | Q3 2026 | Oct 20, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 25 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |