ARK ETF Trust - ARKQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 766,862 | 101,394 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 631,279 | 83,467 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 586,606 | 77,561 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 340,176 | 44,977 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 252,500 | 33,385 | 0.58% | 0.58% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 142,567 | 18,850 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 129,434 | 16,618 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 110,799 | 14,649 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 92,614 | 12,245 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 85,325 | 11,281 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Private Advisor Group, LLC | History | No change | 74,513 | 9,852 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 65,032 | 8,598 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 64,858 | 8,575 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 64,574 | 8,537 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 64,533 | 8,532 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 64,038 | 8,467 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | No change | 54,200 | 7,166 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 53,819 | 6,525 | 3.64% | 4.03% | 18 | -774 | -1.42% | Q3 2026 | Oct 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 47,270 | 6,251 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Capital Advisors LLC | History | No change | 44,369 | 5,866 | 1.14% | 1.14% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 43,662 | 5,772 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 40,162 | 5,310 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 36,939 | 4,884 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 35,830 | 4,737 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | No change | 35,291 | 4,666 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Paller Financial Services Inc | History | Added to | 37,432 | 4,538 | 3.48% | 3.35% | 26 | +3,555 | 10.49% | Q3 2026 | Oct 09, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 33,586 | 4,440 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hartford Financial Management Inc. | History | No change | 32,814 | 4,338 | 0.97% | 0.97% | 28 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 31,988 | 4,229 | 0.13% | 0.13% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 31,049 | 4,105 | 1.1% | 1.1% | 30 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JANE STREET GROUP, LLC | History | No change | 29,500 | 3,900 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 27,976 | 3,698 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 27,732 | 3,666 | 0.12% | 0.12% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 26,006 | 3,438 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 22,796 | 3,014 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,568 | 2,720 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 17,972 | 2,376 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,575 | 2,323 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Management Partners, LLC | History | No change | 17,541 | 2,319 | 0.55% | 0.55% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighTower Advisors, LLC | History | No change | 16,178 | 2,139 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 16,126 | 2,132 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 15,622 | 2,065 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 15,382 | 2,033 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | No change | 15,302 | 2,023 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 14,623 | 1,933 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Investment Group, LLC | History | No change | 14,615 | 1,932 | 0.23% | 0.23% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 13,637 | 1,803 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 12,943 | 1,694 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 12,304 | 1,626 | 0.14% | 0.14% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlTi Global, Inc. | History | No change | 12,192 | 1,612 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 10,978 | 1,451 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| StoneX Group Inc. | History | No change | 10,684 | 1,401 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,068 | 1,331 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PRUDENTIAL PLC | History | No change | 9,880 | 1,306 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 9,808 | 1,296 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,427 | 1,277 | 0.0% | 0.0% | 56 | +164 | 1.6% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | No change | 9,654 | 1,276 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | No change | 9,067 | 1,198 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 8,907 | 1,177 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,874 | 1,173 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 8,399 | 1,110 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 8,817 | 1,069 | 0.9% | 0.95% | 62 | +148 | 1.71% | Q3 2026 | Oct 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 7,914 | 1,046 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 7,453 | 985 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Parisi Gray Wealth Management | History | No change | 7,423 | 981 | 0.2% | 0.2% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Turner Financial Group, Inc. | History | No change | 7,292 | 964 | 0.96% | 0.96% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 6,968 | 921 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 6,795 | 898 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Purus Wealth Management, LLC | History | No change | 6,773 | 895 | 0.25% | 0.25% | 69 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 6,500 | 859 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 6,429 | 850 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,403 | 846 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,916 | 838 | 0.02% | 0.02% | 73 | +355 | 5.41% | Q3 2026 | Oct 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,320 | 836 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Belvedere Trading LLC | History | No change | 6,174 | 816 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,684 | 810 | 0.01% | 0.01% | 76 | -1,148 | -14.66% | Q3 2026 | Oct 08, 2026 |
| Western Wealth Management, LLC | History | No change | 5,964 | 788 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 5,931 | 784 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 5,589 | 738 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 5,498 | 726 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 5,432 | 718 | 0.27% | 0.27% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,398 | 713 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 5,381 | 711 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tacita Capital Inc | History | No change | 5,355 | 708 | 0.38% | 0.38% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 5,333 | 705 | 0.36% | 0.36% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 5,768 | 699 | 0.51% | 0.47% | 86 | +544 | 10.41% | Q3 2026 | Oct 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 5,283 | 698 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VestGen Advisors, LLC | History | No change | 5,159 | 682 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,111 | 675 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | No change | 5,084 | 672 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEEDS INVESTOR LLC | History | No change | 5,090 | 672 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,019 | 663 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 4,977 | 658 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arax Advisory Partners | History | No change | 4,948 | 654 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARWA LLC | History | No change | 5,436 | 642 | 0.27% | 0.27% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hobart Private Capital, LLC | History | No change | 4,797 | 634 | 0.11% | 0.11% | 96 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Focus Partners Wealth | History | No change | 4,737 | 626 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,606 | 609 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 4,538 | 584 | 0.19% | 0.19% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Advisors Inc. | History | No change | 4,417 | 584 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Snowden Capital Advisors LLC | History | No change | 4,391 | 580 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 4,186 | 553 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,189 | 553 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| One Capital Management, LLC | History | No change | 4,685 | 526 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,979 | 526 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 3,936 | 520 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,794 | 501 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,767 | 498 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAXON INTERESTS, INC. | History | No change | 3,687 | 487 | 0.13% | 0.13% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,677 | 486 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,641 | 481 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 3,615 | 478 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Venturi Wealth Management, LLC | History | No change | 3,557 | 470 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,812 | 462 | 0.03% | 0.03% | 114 | +123 | 3.33% | Q3 2026 | Oct 08, 2026 |
| Lauer Wealth, LLC | History | Added to | 3,772 | 461 | 0.29% | 0.2% | 115 | +1,110 | 41.7% | Q3 2026 | Oct 13, 2026 |
| REYL & Cie S.A. | History | No change | 4,060 | 458 | 0.53% | 0.53% | 116 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Copia Wealth Management | History | No change | 3,346 | 442 | 0.27% | 0.27% | 117 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,238 | 428 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PFG Investments, LLC | History | No change | 3,228 | 426 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 3,196 | 422 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,150 | 416 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATX Financial Planning, LLC | History | No change | 3,109 | 411 | 0.27% | 0.27% | 122 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,488 | 407 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Linscomb Wealth, Inc. | History | No change | 3,075 | 406 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GTS SECURITIES LLC | History | No change | 3,057 | 404 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 2,926 | 386 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,094 | 375 | 0.01% | 0.01% | 127 | -73 | -2.31% | Q3 2026 | Oct 08, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,810 | 371 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 3,019 | 366 | 0.01% | 0.01% | 129 | +40 | 1.34% | Q3 2026 | Oct 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 2,998 | 363 | 0.01% | 0.02% | 130 | +74 | 2.53% | Q3 2026 | Oct 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,713 | 358 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 2,709 | 358 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,702 | 357 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,703 | 357 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 2,688 | 355 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,638 | 348 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 2,633 | 348 | 0.13% | 0.13% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 2,800 | 339 | 0.06% | 0.08% | 138 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 2,557 | 338 | 0.18% | 0.18% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 2,530 | 334 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,519 | 333 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighPoint Advisor Group LLC | History | No change | 2,520 | 333 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 2,491 | 329 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,485 | 328 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 2,399 | 317 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GERBER, LLC | History | No change | 2,337 | 309 | 0.15% | 0.15% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lido Advisors, LLC | History | No change | 2,324 | 307 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospect Financial Services LLC | History | No change | 2,295 | 303 | 0.15% | 0.15% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 2,283 | 301 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,200 | 290 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,165 | 286 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Owen LaRue, LLC | History | No change | 2,165 | 286 | 0.1% | 0.1% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Claro Advisors Inc. | History | No change | 2,148 | 284 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| E&G Advisors, LLC | History | Reduced | 2,322 | 281 | 0.05% | 0.06% | 155 | -5 | -0.21% | Q3 2026 | Oct 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,126 | 281 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,127 | 281 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,125 | 280 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | No change | 2,039 | 269 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 2,040 | 269 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,032 | 268 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,006 | 265 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Avion Wealth | History | No change | 2,000 | 264 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fairscale Capital, LLC | History | No change | 1,999 | 264 | 0.16% | 0.16% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,950 | 257 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PGIM Custom Harvest LLC | History | No change | 1,944 | 257 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 1,915 | 253 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,911 | 252 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 1,876 | 248 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 1,880 | 248 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| World Investment Advisors | History | No change | 2,165 | 245 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 1,841 | 243 | 0.09% | 0.09% | 171 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Chris Bulman Inc | History | No change | 1,772 | 234 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Triumph Capital Management | History | No change | 1,749 | 231 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,750 | 231 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 1,730 | 228 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 1,706 | 225 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,689 | 223 | 0.07% | 0.07% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 1,685 | 222 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 1,680 | 222 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Waterloo Capital, L.P. | History | No change | 1,686 | 222 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 1,677 | 221 | 0.1% | 0.1% | 181 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 1,643 | 217 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PDS Planning, Inc | History | No change | 1,601 | 211 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,576 | 208 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True North Advisors, LLC | History | No change | 1,551 | 205 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,539 | 203 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,525 | 201 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 1,430 | 189 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 1,283 | 169 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,123 | 148 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 1,067 | 141 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | No change | 1,001 | 132 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,000 | 132 | 0.08% | 0.08% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 991 | 131 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 990 | 130 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 981 | 129 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 903 | 119 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 893 | 118 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 839 | 110 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 831 | 109 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 797 | 105 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 772 | 102 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Powell Investment Advisors, LLC | History | No change | 773 | 102 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 712 | 94 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 690 | 91 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 567 | 74 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 555 | 73 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 518 | 68 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 510 | 67 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 496 | 65 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 487 | 64 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOKF, NA | History | No change | 450 | 59 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingdom Financial Group LLC. | History | No change | 445 | 58 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Perspectives, Inc | History | No change | 426 | 56 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 437 | 56 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 395 | 52 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kilter Group LLC | History | No change | 397 | 52 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concord Wealth Partners | History | No change | 372 | 49 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Management Professionals, Inc. | History | No change | 352 | 46 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlphaCore Capital LLC | History | No change | 350 | 46 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | No change | 350 | 46 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BankPlus Trust Department | History | No change | 349 | 46 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 346 | 45 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FMR LLC | History | No change | 337 | 44 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 336 | 44 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 365 | 44 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Strategic Advocates LLC | History | No change | 290 | 38 | 0.15% | 0.15% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 280 | 37 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CGC Financial Services, LLC | History | No change | 281 | 34 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Parallel Advisors, LLC | History | No change | 255 | 33 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rossmore Private Capital | History | No change | 250 | 33 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 251 | 33 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 247 | 32 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 244 | 32 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 237 | 31 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 250 | 30 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 225 | 29 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 228 | 27 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Crews Bank & Trust | History | No change | 210 | 27 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Glassman Wealth Services | History | No change | 200 | 26 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 26 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 200 | 26 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Activest Wealth Management | History | No change | 190 | 25 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 180 | 22 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 171 | 22 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Roble, Belko & Company, Inc | History | No change | 119 | 16 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 127 | 16 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ancora Advisors LLC | History | No change | 119 | 15 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 106 | 14 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 13 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archer Investment Corp | History | No change | 105 | 13 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 100 | 13 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 102 | 13 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COUNTRY TRUST BANK | History | No change | 84 | 11 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 90 | 11 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Manage LLC | History | No change | 77 | 10 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 71 | 9 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 68 | 8 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 61 | 8 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 61 | 8 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 55 | 7 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 58 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MCF Advisors LLC | History | No change | 57 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 60 | 7 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 60 | 7 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 48 | 6 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 49 | 6 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 51 | 6 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 47 | 6 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hickory Point Bank & Trust | History | New | 46 | 5 | 0.0% | — | 272 | +46 | New | Q3 2026 | Oct 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 40 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advocate Investing Services LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Princeton Global Asset Management LLC | History | No change | 35 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 32 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 35 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 28 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Guardian Partners Inc. | History | No change | 25 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 12 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vision Retirement, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 12 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Decker Retirement Planning Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Post Resch Tallon Group Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -1,625 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Compass Financial Group, INC/SD | History | Closed out | 0 | 0 | — | 0.02% | — | -1,574 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,529 | -100.0% | Q3 2026 | Oct 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -427 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Go Invest LLC | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q3 2026 | Oct 08, 2026 |
| Central Pacific Bank - Trust Division | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 05, 2026 |
| First Command Advisory Services, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |