Bluerock Private Real Estate Fund - BPRE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,712,982 | 100,345 | 0.15% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Saba Capital Management, L.P. | History | No change | 6,742,126 | 87,715 | 2.25% | 2.25% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 5,496,468 | 71,509 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,679,291 | 60,878 | 0.14% | 0.14% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 3,257,464 | 42,379 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 3,005,236 | 39,098 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 2,855,960 | 37,156 | 1.75% | 1.75% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,781,441 | 36,186 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,536,785 | 33,003 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 2,040,083 | 26,541 | 5.94% | 5.94% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 1,930,752 | 25,119 | 3.2% | 3.2% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,788,705 | 23,271 | 0.23% | 0.23% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,694,251 | 22,042 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,254,525 | 16,321 | 0.31% | 0.31% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 1,168,414 | 15,201 | 1.09% | 1.09% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HighTower Advisors, LLC | History | No change | 999,424 | 13,002 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 893,749 | 11,627 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 866,621 | 11,274 | 0.13% | 0.13% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 638,028 | 8,300 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 504,953 | 6,570 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 503,296 | 6,547 | 0.1% | 0.1% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 487,564 | 6,343 | 0.12% | 0.12% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 474,126 | 6,168 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 454,953 | 6,055 | 0.32% | 0.32% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 450,514 | 5,861 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 449,196 | 5,844 | 0.33% | 0.33% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bulldog Investors, LLP | History | No change | 445,794 | 5,799 | 1.28% | 1.28% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 433,950 | 5,645 | 0.11% | 0.11% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 429,508 | 5,587 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guardian Financial Partners, LLC | History | No change | 427,239 | 5,558 | 2.16% | 2.16% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 404,879 | 5,267 | 1.62% | 1.62% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brookstone Capital Management | History | No change | 383,720 | 4,992 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 351,166 | 4,568 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 343,950 | 4,474 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 340,060 | 4,424 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 335,124 | 4,359 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 327,525 | 4,261 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 324,687 | 4,224 | 0.11% | 0.11% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 314,277 | 4,088 | 1.76% | 1.76% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Soltis Investment Advisors LLC | History | No change | 305,474 | 3,974 | 0.22% | 0.22% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 303,336 | 3,946 | 1.21% | 1.21% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 301,045 | 3,916 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Matisse Capital | History | No change | 300,000 | 3,903 | 1.56% | 1.56% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 227,876 | 3,785 | 0.33% | 0.33% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 287,349 | 3,738 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 286,833 | 3,731 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Freedom Investing, LLC | History | No change | 219,883 | 3,652 | 0.29% | 0.29% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 263,095 | 3,422 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 261,672 | 3,404 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 253,570 | 3,298 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 238,624 | 3,104 | 0.19% | 0.19% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 230,318 | 2,996 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Added to | 226,094 | 2,835 | 1.27% | 0.63% | 53 | +117,511 | 108.22% | Q3 2026 | Oct 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 214,712 | 2,793 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 213,234 | 2,774 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Rossby Financial, LCC | History | No change | 212,056 | 2,758 | 0.5% | 0.5% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 209,200 | 2,721 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 208,547 | 2,713 | 2.65% | 2.65% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 204,959 | 2,666 | 0.17% | 0.17% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 197,291 | 2,566 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Family Office Research LLC | History | No change | 195,235 | 2,540 | 0.95% | 0.95% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Alpha, LLC | History | No change | 193,822 | 2,521 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 193,645 | 2,519 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 189,903 | 2,470 | 0.16% | 0.16% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | No change | 184,993 | 2,406 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 183,660 | 2,389 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Waverly Advisors, LLC | History | No change | 175,713 | 2,286 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 163,170 | 2,122 | 0.78% | 0.78% | 68 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 160,176 | 2,083 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 153,758 | 2,000 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 153,712 | 1,999 | 0.41% | 0.41% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterneck Capital Management, LLC | History | No change | 153,165 | 1,992 | 0.85% | 0.85% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | No change | 151,983 | 1,977 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 143,629 | 1,868 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 143,381 | 1,865 | 0.75% | 0.75% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 143,212 | 1,863 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 141,008 | 1,834 | 0.29% | 0.29% | 77 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 138,138 | 1,797 | 0.33% | 0.33% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trivium Point Advisory, LLC | History | No change | 137,703 | 1,791 | 0.16% | 0.16% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 134,583 | 1,750 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kropog Financial Group, LLC | History | No change | 131,107 | 1,705 | 1.2% | 1.2% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 128,751 | 1,675 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 127,607 | 1,660 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 125,957 | 1,638 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 124,596 | 1,620 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 123,535 | 1,607 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 123,003 | 1,600 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COHEN & STEERS, INC. | History | No change | 120,000 | 1,561 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 118,756 | 1,545 | 0.19% | 0.19% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 116,815 | 1,528 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 116,970 | 1,521 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Madrona Financial Services, LLC | History | No change | 116,808 | 1,519 | 0.28% | 0.28% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighPoint Advisor Group LLC | History | No change | 115,434 | 1,501 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 114,728 | 1,492 | 0.49% | 0.49% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WealthPoint Financial, LLC | History | No change | 112,782 | 1,467 | 1.07% | 1.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 112,206 | 1,450 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Naviter Wealth, LLC | History | No change | 111,263 | 1,447 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 109,918 | 1,430 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 108,819 | 1,415 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 108,244 | 1,408 | 0.23% | 0.23% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 106,644 | 1,387 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 105,645 | 1,374 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMJ Financial Wealth Management | History | No change | 80,072 | 1,329 | 0.31% | 0.31% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ignite Planners, LLC | History | No change | 100,670 | 1,309 | 0.18% | 0.18% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nova R Wealth, Inc. | History | No change | 100,304 | 1,304 | 0.38% | 0.38% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JBR Co Financial Management Inc | History | No change | 99,765 | 1,297 | 0.47% | 0.47% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 98,004 | 1,275 | 0.4% | 0.4% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 97,875 | 1,273 | 0.13% | 0.13% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Veracity Capital LLC | History | No change | 95,938 | 1,248 | 0.34% | 0.34% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 95,768 | 1,245 | 0.68% | 0.68% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UMB Bank, n.a. | History | No change | 95,237 | 1,239 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 94,543 | 1,230 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 93,214 | 1,212 | 0.56% | 0.56% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | No change | 92,832 | 1,207 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 91,119 | 1,185 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 90,672 | 1,179 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 84,534 | 1,099 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 83,004 | 1,079 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| M Holdings Securities, Inc. | History | No change | 80,480 | 1,075 | 0.15% | 0.15% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 82,090 | 1,067 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WCG Wealth Advisors LLC | History | No change | 79,601 | 1,035 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 79,186 | 1,030 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RHS Financial, LLC | History | No change | 76,852 | 999 | 0.4% | 0.4% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Claro Advisors Inc. | History | No change | 73,211 | 952 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 72,600 | 944 | 0.17% | 0.17% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 72,052 | 937 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 71,422 | 929 | 0.23% | 0.23% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMC-Chicago, LLC | History | No change | 70,580 | 918 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 69,712 | 906 | 0.12% | 0.12% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CX Institutional | History | Reduced | 72,131 | 905 | 0.02% | 0.03% | 130 | -9,229 | -11.34% | Q3 2026 | Oct 02, 2026 |
| Gallacher Capital Management LLC | History | No change | 69,360 | 902 | 0.51% | 0.51% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 68,783 | 894 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 68,706 | 893 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 68,197 | 887 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stewardship Advisors, LLC | History | No change | 68,139 | 886 | 0.18% | 0.18% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Berkeley, Inc | History | No change | 64,501 | 839 | 0.26% | 0.26% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | No change | 64,111 | 834 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Welch Financial Planning, LLC | History | No change | 61,831 | 804 | 0.47% | 0.47% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 58,865 | 765 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 58,035 | 755 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SlateStone Wealth, LLC | History | No change | 57,499 | 748 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corus Family Wealth Advisors | History | No change | 56,468 | 734 | 0.51% | 0.51% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TSFG, LLC | History | No change | 55,783 | 726 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 55,045 | 716 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 52,405 | 681 | 0.17% | 0.17% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 51,741 | 673 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 51,683 | 672 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 51,118 | 665 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 50,475 | 656 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 45,366 | 590 | 0.15% | 0.15% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LexAurum Advisors, LLC | History | No change | 43,916 | 571 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 43,780 | 569 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 43,466 | 565 | 0.19% | 0.19% | 153 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | No change | 42,998 | 559 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tradition Wealth Management, LLC | History | No change | 42,700 | 555 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | No change | 41,144 | 542 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cooper Financial Group | History | No change | 41,297 | 537 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HRT FINANCIAL LP | History | No change | 40,303 | 524 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 39,489 | 513 | 0.25% | 0.25% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 38,705 | 503 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 38,629 | 502 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | No change | 38,621 | 502 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Counsel, Inc | History | No change | 38,463 | 500 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | No change | 36,395 | 473 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | No change | 36,255 | 471 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 35,495 | 461 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 35,470 | 461 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RMR Wealth Builders | History | No change | 34,618 | 450 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LRI Investments, LLC | History | No change | 34,388 | 447 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 34,178 | 444 | 0.18% | 0.18% | 170 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 35,132 | 439 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 32,900 | 428 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 32,580 | 423 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trek Financial, LLC | History | No change | 31,950 | 415 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trademark Financial Management, LLC | History | No change | 29,830 | 388 | 0.16% | 0.16% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 29,622 | 385 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Regal Investment Advisors LLC | History | No change | 29,190 | 379 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLG LLC | History | No change | 28,566 | 371 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BlackRock, Inc. | History | No change | 28,471 | 370 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cruiser Capital Advisors, LLC | History | No change | 27,900 | 362 | 0.22% | 0.22% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 27,658 | 359 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rehmann Capital Advisory Group | History | No change | 27,553 | 358 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| United Advisor Group, LLC | History | No change | 27,412 | 356 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 27,432 | 356 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 27,342 | 355 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| R2 Capital Strategies, LLC | History | No change | 27,252 | 354 | 0.16% | 0.16% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 27,090 | 352 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 26,777 | 348 | 0.18% | 0.18% | 188 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vise Technologies, Inc. | History | No change | 26,697 | 347 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Care LLC | History | No change | 26,500 | 344 | 0.28% | 0.28% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 26,408 | 343 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 26,064 | 339 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marex Group Ltd | History | No change | 25,636 | 333 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 25,660 | 333 | 0.14% | 0.14% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trilogy Capital Inc. | History | No change | 25,461 | 331 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Tidal Investments LLC | History | No change | 25,373 | 330 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Providence Wealth Advisors, LLC | History | No change | 25,197 | 326 | 0.19% | 0.19% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Castleview Partners, LLC | History | No change | 24,940 | 324 | 0.14% | 0.14% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 23,864 | 318 | 0.16% | 0.16% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SFM, LLC | History | No change | 24,396 | 317 | 0.16% | 0.16% | 200 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Madison Wealth Partners, Inc | History | No change | 23,948 | 311 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 23,980 | 311 | 0.18% | 0.18% | 202 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PFG Investments, LLC | History | No change | 23,359 | 303 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 22,521 | 292 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fiduciary Alliance LLC | History | No change | 21,600 | 281 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Inspire Advisors, LLC | History | No change | 21,440 | 278 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 21,374 | 278 | 0.09% | 0.09% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 21,445 | 278 | 0.15% | 0.15% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Financial, LLC | History | No change | 21,224 | 276 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 20,266 | 263 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Advisory Services Network, LLC | History | No change | 20,063 | 261 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JMG Financial Group, Ltd. | History | No change | 19,848 | 258 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 19,352 | 251 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BIP Wealth, LLC | History | No change | 19,009 | 247 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 18,674 | 242 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Synergy Investment Management, LLC | History | No change | 17,970 | 233 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 17,867 | 232 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 17,595 | 228 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 16,566 | 215 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 16,271 | 211 | 0.14% | 0.14% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 16,188 | 210 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 16,136 | 209 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alpine Global Management, LLC | History | No change | 15,992 | 208 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 15,832 | 205 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Continuum Advisory, LLC | History | No change | 15,683 | 204 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 14,998 | 195 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 14,884 | 193 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Boreal Capital Management LLC | History | No change | 14,744 | 191 | 0.14% | 0.14% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brucke Financial, Inc. | History | No change | 14,255 | 185 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Commerce Advisors, LLC | History | No change | 13,985 | 181 | 0.1% | 0.1% | 230 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sound Income Strategies, LLC | History | No change | 13,932 | 181 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 13,663 | 177 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sowell Financial Services LLC | History | No change | 13,506 | 175 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cross Staff Investments Inc | History | No change | 13,498 | 175 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kovack Advisors, Inc. | History | No change | 13,253 | 172 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Intrua Financial, LLC | History | No change | 13,054 | 169 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 25 LLC | History | No change | 12,585 | 163 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 12,328 | 160 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 12,136 | 157 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lido Advisors, LLC | History | No change | 12,021 | 156 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KWB Wealth | History | No change | 11,299 | 147 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 11,307 | 147 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Envision Financial LLC | History | No change | 11,054 | 143 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | No change | 10,900 | 141 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 10,785 | 140 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 10,546 | 137 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 10,538 | 137 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 10,503 | 136 | 0.08% | 0.08% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 10,437 | 135 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOS Asset Management, LLC | History | No change | 10,302 | 134 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 10,216 | 132 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group | History | No change | 10,035 | 130 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Luminist Capital LLC | History | No change | 8,085 | 105 | 0.12% | 0.12% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 7,989 | 103 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 7,243 | 94 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 6,578 | 85 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| US BANCORP \DE\ | History | No change | 6,513 | 84 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arlington Trust Co LLC | History | No change | 6,464 | 84 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 6,062 | 78 | 0.15% | 0.15% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,627 | 73 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,923 | 65 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 4,919 | 63 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,092 | 53 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 4,040 | 52 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 3,972 | 51 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,000 | 51 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VIMA LLC | History | No change | 3,610 | 46 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,445 | 44 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 3,439 | 44 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gen-Wealth Partners Inc | History | No change | 3,228 | 41 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valued Wealth Advisors LLC | History | No change | 3,088 | 40 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kingdom Financial Group LLC. | History | No change | 2,500 | 32 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,164 | 28 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,663 | 21 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,675 | 21 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 1,416 | 18 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,367 | 17 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 1,355 | 17 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,290 | 16 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WPG Advisers, LLC | History | No change | 1,200 | 15 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,077 | 14 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,089 | 14 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,046 | 13 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 120,304 | 12 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 657 | 8 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 584 | 7 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Ankerstar Wealth, LLC | History | No change | 592 | 7 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 500 | 6 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Truvestments Capital LLC | History | No change | 497 | 6 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 491 | 6 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Transce3nd, LLC | History | No change | 506 | 6 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vision Retirement, LLC | History | No change | 420 | 5 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset Dedication, LLC | History | No change | 336 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 384 | 4 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 251 | 3 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 250 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 253 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 290 | 3 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 232 | 3 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 287 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 240 | 3 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 182 | 2 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 171 | 2 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 141 | 1 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 57 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quaker Wealth Management, LLC | History | No change | 88 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crews Bank & Trust | History | No change | 93 | 1 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hughes Financial Services, LLC | History | No change | 122 | 1 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mosley Wealth Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |