Amplify ETF Trust - BLOK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | History | New | 54 | 122,466 | 10.12% | — | 1 | +54 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,680,571 | 105,254 | 0.01% | 0.0% | 2 | +116,582 | 7.45% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 842,571 | 52,770 | 0.01% | 0.01% | 3 | +76,716 | 10.02% | Q2 2026 | Aug 07, 2026 |
| Gradient Investments LLC | History | Added to | 551,638 | 34,549 | 0.48% | 0.4% | 4 | +32,989 | 6.36% | Q2 2026 | Jul 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 493,001 | 30,876 | 0.01% | 0.0% | 5 | +14,548 | 3.04% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 190,522 | 11,932 | 0.0% | 0.0% | 6 | +33,238 | 21.13% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 162,655 | 10,187 | 0.01% | 0.01% | 7 | -7,120 | -4.19% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 154,209 | 9,658 | 0.01% | 0.01% | 8 | +5,954 | 4.02% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 146,627 | 9,183 | 0.0% | 0.0% | 9 | +13,754 | 10.35% | Q2 2026 | Aug 14, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 145,321 | 9,101 | 5.09% | 4.5% | 10 | +10,105 | 7.47% | Q2 2026 | Aug 06, 2026 |
| GTS SECURITIES LLC | History | Added to | 132,366 | 8,290 | 0.17% | 0.08% | 11 | +88,508 | 201.81% | Q2 2026 | Aug 14, 2026 |
| Carter Financial Group, INC. | History | Reduced | 120,017 | 7,516 | 3.9% | 3.97% | 12 | -8,787 | -6.82% | Q2 2026 | Jul 30, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 101,335 | 6,346 | 0.07% | 0.06% | 13 | -500 | -0.49% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 98,984 | 6,199 | 0.01% | 0.01% | 14 | +2,600 | 2.7% | Q2 2026 | Aug 05, 2026 |
| Columbus Macro, LLC | History | Added to | 98,258 | 6,153 | 0.6% | 0.51% | 15 | +2,879 | 3.02% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 89,777 | 5,622 | 0.01% | 0.01% | 16 | +6,409 | 7.69% | Q2 2026 | Jul 29, 2026 |
| GERBER, LLC | History | Added to | 89,771 | 5,622 | 2.64% | 2.5% | 17 | +26 | 0.03% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 83,627 | 5,237 | 0.01% | 0.01% | 18 | +15,741 | 23.19% | Q2 2026 | Aug 07, 2026 |
| NWAM LLC | History | Reduced | 78,053 | 4,888 | 0.24% | 0.23% | 19 | -546 | -0.69% | Q2 2026 | Jul 23, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 79,643 | 4,749 | 0.99% | 0.95% | 20 | -443 | -0.55% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 75,175 | 4,708 | 0.0% | 0.0% | 21 | +22,064 | 41.54% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 74,980 | 4,695 | 0.18% | — | 22 | +74,980 | New | Q2 2026 | Aug 14, 2026 |
| Riggs Asset Managment Co. Inc. | History | New | 72,705 | 4,553 | 0.81% | — | 23 | +72,705 | New | Q2 2026 | Jul 29, 2026 |
| Advyzon Investment Management, LLC | History | New | 72,122 | 4,516 | 0.33% | — | 24 | +72,122 | New | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 71,930 | 4,504 | 0.16% | 0.16% | 25 | -4,020 | -5.29% | Q2 2026 | Jul 21, 2026 |
| THOR TRADING ADVISORS, LLC | History | New | 66,334 | 4,154 | 1.3% | — | 26 | +66,334 | New | Q2 2026 | Aug 12, 2026 |
| Bridgelight Financial Advisors, Inc. | History | Reduced | 62,967 | 3,943 | 2.7% | 2.88% | 27 | -5,243 | -7.69% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 61,759 | 3,868 | 0.01% | 0.01% | 28 | -5,383 | -8.02% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 55,429 | 3,471 | 0.01% | 0.0% | 29 | +31,719 | 133.78% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 54,052 | 3,385 | 0.0% | 0.0% | 30 | +277 | 0.52% | Q2 2026 | Aug 12, 2026 |
| Oasis Advisors, LLC | History | New | 53,610 | 3,357 | 2.18% | — | 31 | +53,610 | New | Q2 2026 | Jul 30, 2026 |
| Eagle Strategies LLC | History | Added to | 50,827 | 3,183 | 0.32% | 0.28% | 32 | +3,074 | 6.44% | Q2 2026 | Jul 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 49,868 | 3,123 | 0.13% | 0.06% | 33 | +9,532 | 23.63% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 49,818 | 3,120 | 0.01% | 0.01% | 34 | -4,531 | -8.34% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 49,411 | 3,094 | 0.0% | 0.0% | 35 | -80,830 | -62.06% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 42,697 | 2,674 | 0.02% | 0.02% | 36 | -2,444 | -5.41% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | Added to | 42,533 | 2,663 | 0.05% | 0.04% | 37 | +221 | 0.52% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 42,390 | 2,654 | 0.0% | 0.0% | 38 | +1,208 | 2.93% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 39,527 | 2,476 | 0.07% | 0.06% | 39 | +216 | 0.55% | Q2 2026 | Jul 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 38,859 | 2,433 | 0.0% | 0.0% | 40 | +2,888 | 8.03% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 37,672 | 2,359 | 0.0% | 0.0% | 41 | -9,609 | -20.32% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 36,627 | 2,293 | 0.02% | 0.02% | 42 | +24,534 | 202.88% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,092 | 2,135 | 0.0% | 0.0% | 43 | -9,908 | -22.52% | Q2 2026 | Sep 02, 2026 |
| Quattro Advisors LLC | History | Added to | 33,354 | 2,088 | 1.39% | 1.36% | 44 | +1,754 | 5.55% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 29,966 | 1,876 | 0.0% | 0.0% | 45 | -2,197 | -6.83% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 29,660 | 1,857 | 0.23% | 0.19% | 46 | -22 | -0.07% | Q2 2026 | Aug 04, 2026 |
| Moran Wealth Management, LLC | History | Added to | 28,928 | 1,811 | 0.05% | 0.04% | 47 | +1,419 | 5.16% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 28,844 | 1,806 | 0.0% | 0.0% | 48 | +139 | 0.48% | Q2 2026 | Aug 14, 2026 |
| FSA Investment Group, LLC | History | Added to | 28,832 | 1,805 | 0.59% | 0.23% | 49 | +17,591 | 156.49% | Q2 2026 | Jul 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 25,512 | 1,597 | 0.05% | 0.05% | 50 | +214 | 0.85% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 25,045 | 1,568 | 0.02% | — | 51 | +25,045 | New | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 24,501 | 1,534 | 0.15% | 0.14% | 52 | -1,000 | -3.92% | Q2 2026 | Aug 05, 2026 |
| Q3 Asset Management | History | New | 23,423 | 1,466 | 0.27% | — | 53 | +23,423 | New | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 23,043 | 1,443 | 0.0% | 0.0% | 54 | +616 | 2.75% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | Reduced | 22,714 | 1,422 | 0.01% | 0.01% | 55 | -2,094 | -8.44% | Q2 2026 | Jul 15, 2026 |
| Maridea Wealth Management LLC | History | Added to | 22,284 | 1,395 | 0.15% | 0.04% | 56 | +17,240 | 341.79% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | Reduced | 20,692 | 1,230 | 0.09% | 0.1% | 57 | -386 | -1.83% | Q2 2026 | Jul 29, 2026 |
| Kaizen Financial Strategies | History | No change | 19,130 | 1,199 | 0.39% | 0.47% | 58 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 23,846 | 1,187 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 18,808 | 1,177 | 0.15% | 0.21% | 60 | -10,308 | -35.4% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 18,771 | 1,175 | 0.01% | 0.01% | 61 | +773 | 4.29% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 23,579 | 1,174 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 18,693 | 1,170 | 0.0% | 0.0% | 63 | -3,552 | -15.97% | Q2 2026 | Jul 28, 2026 |
| Cedrus Wealth Group LLC | History | Added to | 18,589 | 1,164 | 1.02% | 0.8% | 64 | +4,141 | 28.66% | Q2 2026 | Jul 30, 2026 |
| Traction Financial Partners, LLC | History | Added to | 18,579 | 1,163 | 0.62% | 0.53% | 65 | +1,333 | 7.73% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Added to | 18,468 | 1,156 | 0.01% | 0.01% | 66 | +2,616 | 16.5% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 17,648 | 1,105 | 0.0% | 0.0% | 67 | +3,591 | 25.55% | Q2 2026 | Aug 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 17,310 | 1,084 | 0.05% | 0.04% | 68 | +3,178 | 22.49% | Q2 2026 | Jul 28, 2026 |
| StoneX Group Inc. | History | Added to | 16,970 | 1,064 | 0.04% | 0.04% | 69 | +932 | 5.81% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 16,486 | 1,032 | 0.01% | 0.01% | 70 | +284 | 1.75% | Q2 2026 | Aug 18, 2026 |
| MATAURO, LLC | History | Reduced | 15,312 | 959 | 0.13% | 0.12% | 71 | -773 | -4.81% | Q2 2026 | Jul 21, 2026 |
| Florin Court Capital LLP | History | New | 15,000 | 939 | 1.53% | — | 72 | +15,000 | New | Q2 2026 | Aug 04, 2026 |
| Stelac Advisory Services LLC | History | No change | 14,989 | 938 | 0.17% | 0.15% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | Reduced | 14,479 | 906 | 0.0% | 0.01% | 74 | -30,300 | -67.67% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,736 | 860 | 0.0% | 0.0% | 75 | +82 | 0.6% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,237 | 829 | 0.01% | 0.01% | 76 | -590 | -4.27% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,174 | 825 | 0.01% | 0.01% | 77 | -9,374 | -41.57% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,073 | 819 | 0.0% | 0.0% | 78 | -1,947 | -12.96% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,434 | 778 | 0.0% | 0.0% | 79 | +7,531 | 153.6% | Q2 2026 | Aug 17, 2026 |
| VestGen Advisors, LLC | History | Reduced | 12,255 | 767 | 0.02% | 0.02% | 80 | -505 | -3.96% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 12,013 | 752 | 0.01% | — | 81 | +12,013 | New | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,955 | 748 | 0.03% | 0.03% | 82 | +300 | 2.57% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 11,932 | 747 | 0.0% | 0.0% | 83 | -4,286 | -26.43% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,767 | 736 | 0.02% | — | 84 | +11,767 | New | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,533 | 722 | 0.0% | 0.0% | 85 | +441 | 3.98% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,349 | 711 | 0.0% | 0.0% | 86 | +5,001 | 78.78% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,060 | 696 | 0.0% | 0.0% | 87 | +8,549 | 340.46% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | New | 11,057 | 692 | 0.0% | — | 88 | +11,057 | New | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 10,841 | 688 | 0.06% | 0.07% | 89 | -208 | -1.88% | Q2 2026 | Jul 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 10,192 | 638 | 0.0% | 0.0% | 90 | -36,983 | -78.4% | Q2 2026 | Aug 14, 2026 |
| Paladin Wealth, LLC | History | Added to | 10,154 | 635 | 0.37% | 0.29% | 91 | +1,683 | 19.87% | Q2 2026 | Jul 09, 2026 |
| Freedom Financial Partners LLC | History | Added to | 10,009 | 626 | 0.2% | 0.18% | 92 | +39 | 0.39% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 9,842 | 616 | 0.0% | 0.0% | 93 | -50,794 | -83.77% | Q2 2026 | Aug 14, 2026 |
| ARWA LLC | History | Added to | 10,201 | 608 | 0.25% | 0.16% | 94 | +4,213 | 70.36% | Q2 2026 | Jul 24, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 9,996 | 607 | 0.14% | 0.15% | 95 | -68 | -0.68% | Q2 2026 | Aug 06, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 8,884 | 555 | 0.07% | 0.07% | 96 | +1,621 | 22.32% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 8,827 | 552 | 0.03% | 0.02% | 97 | +742 | 9.18% | Q2 2026 | Jul 28, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 8,627 | 540 | 0.12% | 0.1% | 98 | +756 | 9.6% | Q2 2026 | Aug 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 8,556 | 535 | 0.03% | 0.02% | 99 | -19 | -0.22% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 8,403 | 526 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 8,562 | 515 | 0.05% | 0.05% | 101 | +10 | 0.12% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Added to | 8,125 | 508 | 0.0% | 0.0% | 102 | +229 | 2.9% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,973 | 499 | 0.0% | 0.0% | 103 | +1,277 | 19.07% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 7,935 | 496 | 0.0% | 0.0% | 104 | -82 | -1.02% | Q2 2026 | Sep 08, 2026 |
| Allworth Financial LP | History | Added to | 7,781 | 487 | 0.0% | 0.0% | 105 | +205 | 2.71% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Reduced | 7,623 | 477 | 0.0% | 0.0% | 106 | -11,543 | -60.23% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 7,562 | 473 | 0.0% | 0.0% | 107 | -7,886 | -51.05% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Added to | 7,495 | 469 | 0.0% | 0.0% | 108 | +2,145 | 40.09% | Q2 2026 | Aug 27, 2026 |
| Endowment Wealth Management, Inc. | History | New | 7,483 | 468 | 0.18% | — | 109 | +7,483 | New | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | Added to | 7,454 | 466 | 0.0% | 0.0% | 110 | +704 | 10.43% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 7,247 | 453 | 0.0% | 0.0% | 111 | +1,334 | 22.56% | Q2 2026 | Jul 28, 2026 |
| Emerald Advisors, LLC | History | Added to | 6,940 | 434 | 0.05% | 0.04% | 112 | +106 | 1.55% | Q2 2026 | Jul 20, 2026 |
| Savvy Advisors, Inc. | History | New | 6,858 | 429 | 0.01% | — | 113 | +6,858 | New | Q2 2026 | Aug 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 6,837 | 428 | 0.0% | — | 114 | +6,837 | New | Q2 2026 | Aug 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 7,381 | 423 | 0.42% | 0.41% | 115 | -1,534 | -17.21% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | Reduced | 6,764 | 422 | 0.0% | 0.02% | 116 | -57,729 | -89.51% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,754 | 422 | 0.01% | 0.01% | 117 | +240 | 3.68% | Q2 2026 | Aug 10, 2026 |
| Banco Santander, S.A. | History | Reduced | 6,705 | 419 | 0.0% | 0.0% | 118 | -4,105 | -37.97% | Q2 2026 | Jul 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 6,467 | 405 | 0.04% | 0.04% | 119 | -446 | -6.45% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | Added to | 6,403 | 401 | 0.01% | 0.01% | 120 | +335 | 5.52% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,360 | 398 | 0.01% | 0.01% | 121 | +775 | 13.88% | Q2 2026 | Jul 29, 2026 |
| Fund Advisors of America Inc/FL | History | Added to | 6,220 | 389 | 0.35% | 0.31% | 122 | +97 | 1.58% | Q2 2026 | Aug 11, 2026 |
| Brown Financial Advisors | History | Added to | 6,122 | 383 | 0.13% | 0.11% | 123 | +513 | 9.15% | Q2 2026 | Aug 26, 2026 |
| Tradition Wealth Management, LLC | History | No change | 5,805 | 363 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 5,806 | 363 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,698 | 356 | 0.02% | 0.01% | 126 | +164 | 2.96% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,504 | 344 | 0.01% | 0.0% | 127 | -178 | -3.13% | Q2 2026 | Aug 10, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,475 | 342 | 0.01% | 0.01% | 128 | -3,291 | -37.54% | Q2 2026 | Jul 07, 2026 |
| Worth Asset Management, LLC | History | New | 5,391 | 337 | 0.11% | — | 129 | +5,391 | New | Q2 2026 | Jul 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,370 | 336 | 0.02% | 0.02% | 130 | +871 | 19.36% | Q2 2026 | Jul 20, 2026 |
| FULTON BANK, N.A. | History | No change | 5,303 | 332 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,212 | 326 | 0.02% | 0.02% | 132 | +101 | 1.98% | Q2 2026 | Jul 23, 2026 |
| HCR Wealth Advisors | History | No change | 5,015 | 314 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,950 | 310 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOWLE & CO | History | New | 4,941 | 309 | 0.1% | — | 136 | +4,941 | New | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,948 | 309 | 0.0% | 0.0% | 135 | +649 | 15.1% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,851 | 303 | 0.0% | 0.0% | 137 | +1,970 | 68.38% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,642 | 290 | 0.0% | 0.0% | 138 | -826 | -15.11% | Q2 2026 | Jul 28, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 4,611 | 288 | 0.02% | 0.02% | 139 | -1 | -0.02% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,585 | 287 | 0.0% | 0.0% | 140 | -953 | -17.21% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,575 | 286 | 0.0% | 0.0% | 141 | +44 | 0.97% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,560 | 285 | 0.0% | 0.0% | 143 | +2,008 | 78.68% | Q2 2026 | Jul 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,566 | 285 | 0.01% | 0.01% | 142 | -1,801 | -28.29% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 4,533 | 283 | 0.02% | 0.02% | 144 | -956 | -17.42% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,490 | 281 | 0.0% | 0.0% | 145 | +3,565 | 385.41% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | No change | 4,563 | 281 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 4,400 | 275 | 0.0% | 0.01% | 147 | -500 | -10.2% | Q2 2026 | Jul 21, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 4,372 | 273 | 0.18% | 0.24% | 148 | -2,041 | -31.83% | Q2 2026 | Aug 06, 2026 |
| SFMG, LLC | History | No change | 4,328 | 271 | 0.02% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | New | 4,293 | 268 | 0.0% | — | 150 | +4,293 | New | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,257 | 266 | 0.02% | — | 153 | +4,257 | New | Q2 2026 | Aug 14, 2026 |
| Capital Advisor Network LLC | History | Added to | 4,259 | 266 | 0.33% | 0.06% | 152 | +3,447 | 424.51% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 4,255 | 266 | 0.0% | 0.0% | 151 | +2 | 0.05% | Q2 2026 | Aug 07, 2026 |
| Advisory Alpha, LLC | History | New | 4,222 | 264 | 0.01% | — | 154 | +4,222 | New | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | No change | 4,171 | 261 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Meridian Financial Advisors, LLC | History | New | 3,960 | 248 | 0.12% | — | 156 | +3,960 | New | Q2 2026 | Jul 22, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | New | 3,955 | 247 | 0.06% | — | 157 | +3,955 | New | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | New | 3,843 | 240 | 0.0% | — | 158 | +3,843 | New | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 3,663 | 229 | 0.01% | 0.03% | 159 | -15,676 | -81.06% | Q2 2026 | Jul 07, 2026 |
| Venturi Wealth Management, LLC | History | New | 3,600 | 225 | 0.01% | — | 160 | +3,600 | New | Q2 2026 | Jul 20, 2026 |
| Brady Martz Wealth Solutions, LLC | History | New | 3,523 | 220 | 0.03% | — | 161 | +3,523 | New | Q2 2026 | Jul 23, 2026 |
| Quantum Portfolio Management LLC | History | New | 3,483 | 218 | 0.08% | — | 162 | +3,483 | New | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 3,455 | 216 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Maia Wealth LLC | History | New | 3,315 | 207 | 0.03% | — | 164 | +3,315 | New | Q2 2026 | Jul 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 3,231 | 202 | 0.0% | — | 165 | +3,231 | New | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,217 | 201 | 0.0% | 0.01% | 166 | -2,170 | -40.28% | Q2 2026 | Aug 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 3,174 | 198 | 0.01% | 0.01% | 167 | +1 | 0.03% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,148 | 198 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,972 | 186 | 0.0% | 0.0% | 169 | +1,284 | 76.07% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | Added to | 2,951 | 184 | 0.0% | 0.0% | 170 | +59 | 2.04% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,536 | 158 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Index Technologies Group LLC | History | New | 2,518 | 157 | 0.13% | — | 172 | +2,518 | New | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,497 | 156 | 0.01% | 0.01% | 173 | -147 | -5.56% | Q2 2026 | Jul 23, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,455 | 153 | 0.0% | 0.0% | 174 | +165 | 7.21% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,295 | 143 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,138 | 133 | 0.0% | 0.0% | 176 | +462 | 27.57% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Added to | 2,048 | 128 | 0.0% | 0.0% | 177 | +1,885 | 1156.44% | Q2 2026 | Jul 21, 2026 |
| First PREMIER Bank | History | No change | 2,020 | 127 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Manchester Capital Management LLC | History | No change | 2,010 | 125 | 0.02% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 1,875 | 117 | 0.0% | — | 180 | +1,875 | New | Q2 2026 | Aug 13, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 1,480 | 89 | 0.03% | 0.04% | 181 | +2 | 0.14% | Q2 2026 | Jul 28, 2026 |
| Forum Finance Group S.A. | History | No change | 1,750 | 89 | 0.03% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,391 | 87 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crewe Advisors LLC | History | No change | 1,355 | 84 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | Added to | 1,324 | 82 | 0.0% | 0.0% | 185 | +290 | 28.05% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,288 | 80 | 0.0% | 0.0% | 186 | +98 | 8.24% | Q2 2026 | Aug 12, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 1,252 | 78 | 0.04% | — | 187 | +1,252 | New | Q2 2026 | Jul 16, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 1,200 | 75 | 0.0% | — | 188 | +1,200 | New | Q2 2026 | Aug 04, 2026 |
| Allied Private Wealth LLC | History | New | 1,182 | 73 | 0.05% | — | 190 | +1,182 | New | Q2 2026 | Jul 09, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,175 | 73 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,071 | 67 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AlphaCore Capital LLC | History | No change | 1,010 | 63 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 866 | 54 | 0.0% | 0.0% | 193 | +1 | 0.12% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 845 | 52 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | No change | 784 | 49 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 700 | 43 | 0.0% | 0.0% | 196 | -61 | -8.02% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 658 | 41 | 0.0% | 0.0% | 197 | +91 | 16.05% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 646 | 40 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 643 | 40 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rossby Financial, LCC | History | No change | 645 | 40 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 627 | 39 | 0.01% | 0.01% | 201 | +1 | 0.16% | Q2 2026 | Jul 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 630 | 39 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 623 | 39 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 590 | 36 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | Reduced | 560 | 35 | 0.0% | 0.0% | 205 | -500 | -47.17% | Q2 2026 | Jul 15, 2026 |
| Copia Wealth Management | History | No change | 497 | 31 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 432 | 27 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GODSEY & GIBB, INC | History | No change | 442 | 27 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MCF Advisors LLC | History | No change | 436 | 27 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 438 | 27 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | Reduced | 420 | 26 | 0.0% | 0.0% | 211 | -75 | -15.15% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 389 | 24 | 0.01% | 0.0% | 212 | +263 | 208.73% | Q2 2026 | Jul 21, 2026 |
| BlackRock, Inc. | History | No change | 383 | 23 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aberdeen Wealth Management LLC | History | New | 350 | 21 | 0.01% | — | 215 | +350 | New | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 349 | 21 | 0.01% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 335 | 20 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Center for Financial Planning, Inc. | History | No change | 281 | 17 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tidemark, LLC | History | No change | 257 | 16 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 246 | 15 | 0.0% | 0.0% | 219 | +44 | 21.78% | Q2 2026 | Jul 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 299 | 14 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 220 | 13 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 212 | 13 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Russell Investments Group, Ltd. | History | New | 205 | 12 | 0.0% | — | 226 | +205 | New | Q2 2026 | Aug 06, 2026 |
| Main Street Group, LTD | History | No change | 200 | 12 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Perspectives, Inc | History | No change | 203 | 12 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 194 | 12 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 177 | 11 | 0.0% | 0.0% | 227 | +50 | 39.37% | Q2 2026 | Jul 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 174 | 10 | 0.01% | 0.0% | 228 | +52 | 42.62% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 139 | 9 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 149 | 9 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 175 | 9 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 139 | 8 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 143 | 8 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 131 | 8 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL TRUST Co | History | No change | 115 | 7 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 116 | 7 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| High Point Wealth Management, LLC | History | No change | 120 | 7 | 0.01% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 107 | 6 | 0.0% | 0.0% | 239 | -128 | -54.47% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 113 | 6 | 0.0% | — | 243 | +113 | New | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 104 | 6 | 0.0% | — | 244 | +104 | New | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dunhill Financial, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | No change | 101 | 6 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 89 | 5 | 0.0% | — | 251 | +89 | New | Q2 2026 | Aug 13, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 89 | 5 | 0.0% | 0.0% | 246 | -30 | -25.21% | Q2 2026 | Aug 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Advocates LLC | History | No change | 95 | 5 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 87 | 5 | 0.01% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strive Financial Group ,LLC | History | No change | 83 | 5 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocate Investing Services LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 75 | 4 | 0.0% | 0.0% | 254 | -306 | -80.31% | Q2 2026 | Jul 22, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 75 | 4 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trust Co | History | No change | 71 | 4 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 52 | 3 | 0.0% | — | 257 | +52 | New | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 49 | 3 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 42 | 2 | 0.0% | — | 261 | +42 | New | Q2 2026 | Aug 13, 2026 |
| WEST PACES ADVISORS INC. | History | New | 35 | 2 | 0.0% | — | 260 | +35 | New | Q2 2026 | Jul 17, 2026 |
| Smithfield Trust Co | History | No change | 25 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 17 | 1 | 0.0% | 0.0% | 262 | -50 | -74.63% | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | New | 22 | 1 | 0.0% | — | 269 | +22 | New | Q2 2026 | Aug 06, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 16 | 1 | 0.0% | — | 270 | +16 | New | Q2 2026 | Jul 21, 2026 |
| Go Invest LLC | History | Added to | 30 | 1 | 0.0% | 0.0% | 268 | +4 | 15.38% | Q2 2026 | Aug 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 18 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -50,745 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -23,963 | -100.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,283 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -12,690 | -100.0% | Q2 2026 | Aug 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,776 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -524 | -100.0% | Q2 2026 | Jul 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -512 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -470 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Synergy Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -451 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -447 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -359 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -319 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.01% | — | -227 | -100.0% | Q2 2026 | Jul 21, 2026 |
| BIRCHBROOK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Ball & Co Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q2 2026 | Jul 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 29, 2026 |
| Ares Financial Consulting, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Biltmore Family Office, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |