Amplify ETF Trust - DIVO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | No change | 17,725,971 | 810,076 | 0.22% | 0.22% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 8,737,758 | 399,315 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 4,382,022 | 200,258 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,635,616 | 166,147 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,438,086 | 157,120 | 3.99% | 3.99% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,196,661 | 100,387 | 0.19% | 0.19% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 2,001,663 | 91,476 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,894,021 | 86,557 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,832,617 | 85,878 | 0.13% | 0.14% | 9 | +71,439 | 4.06% | Q3 2026 | Oct 13, 2026 |
| UBS Group AG | History | No change | 1,848,938 | 84,496 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,793,299 | 81,953 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,432,811 | 65,479 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,344,597 | 61,453 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CPC Advisors, LLC | History | No change | 1,270,411 | 58,057 | 7.83% | 7.83% | 14 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 1,115,038 | 50,957 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Reliant Wealth Planning | History | No change | 1,104,334 | 50,468 | 13.88% | 13.88% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,071,882 | 48,984 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBL Wealth, LLC | History | No change | 1,025,761 | 46,877 | 3.2% | 3.2% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 820,020 | 37,474 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 743,952 | 33,998 | 1.23% | 1.23% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 699,559 | 31,969 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 628,175 | 28,707 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 562,195 | 25,692 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBZ Investment Advisors LLC | History | No change | 528,957 | 24,173 | 9.42% | 9.42% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Northwest Financial Advisors | History | No change | 483,030 | 22,074 | 2.94% | 2.94% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 468,004 | 21,387 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 466,800 | 21,332 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 466,125 | 21,301 | 5.45% | 5.45% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prostatis Group LLC | History | No change | 457,179 | 20,893 | 4.87% | 4.87% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 441,039 | 20,155 | 10.92% | 10.92% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | No change | 433,566 | 19,813 | 0.22% | 0.22% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 432,089 | 19,746 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 424,446 | 19,397 | 0.93% | 0.93% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Second Half Financial Partners, LLC | History | No change | 412,651 | 18,858 | 7.73% | 7.73% | 34 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clear Trail Advisors, LLC | History | No change | 412,141 | 18,834 | 2.87% | 2.87% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Marshall Financial Group, LLC | History | No change | 408,662 | 18,675 | 2.72% | 2.72% | 36 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bank of New York Mellon Corp | History | No change | 363,006 | 16,589 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | No change | 339,833 | 15,530 | 0.26% | 0.26% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 339,127 | 15,498 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 333,442 | 15,239 | 0.14% | 0.14% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 333,110 | 15,223 | 0.24% | 0.24% | 41 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 331,865 | 15,166 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 326,017 | 14,898 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Designs Corp | History | Added to | 309,129 | 14,371 | 7.4% | 7.48% | 44 | +3,745 | 1.23% | Q3 2026 | Oct 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 307,581 | 14,056 | 0.31% | 0.31% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Altus Wealth Group LLC | History | No change | 300,980 | 13,754 | 4.97% | 4.97% | 46 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 299,959 | 13,708 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 296,168 | 13,535 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 282,884 | 12,927 | 1.88% | 1.88% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NCM Capital Management, LLC | History | No change | 275,952 | 12,611 | 3.89% | 3.89% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 270,616 | 12,510 | 1.42% | 1.42% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 270,361 | 12,355 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 253,111 | 11,567 | 0.46% | 0.46% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Souders Financial Advisors | History | No change | 252,996 | 11,561 | 1.16% | 1.16% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 248,573 | 11,359 | 5.61% | 5.61% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 242,885 | 11,099 | 0.68% | 0.68% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jefferies Financial Group Inc. | History | No change | 226,093 | 10,332 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 219,540 | 10,032 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | Added to | 210,864 | 9,803 | 1.72% | 1.67% | 59 | +7,202 | 3.54% | Q3 2026 | Oct 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 197,888 | 9,043 | 0.14% | 0.14% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 195,920 | 8,953 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 194,258 | 8,877 | 0.14% | 0.14% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MTM Investment Management, LLC | History | No change | 194,245 | 8,876 | 2.53% | 2.53% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Security National Bank | History | No change | 190,012 | 8,683 | 1.04% | 1.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Magnus Financial Group LLC | History | No change | 186,746 | 8,534 | 0.6% | 0.6% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Carter Financial Group, INC. | History | No change | 181,372 | 8,288 | 4.3% | 4.3% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Moran Wealth Management, LLC | History | No change | 170,207 | 7,778 | 0.21% | 0.21% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 167,536 | 7,656 | 0.18% | 0.18% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Element Wealth, LLC | History | No change | 165,541 | 7,565 | 2.83% | 2.83% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phoenix Wealth Advisors | History | No change | 163,261 | 7,461 | 2.52% | 2.52% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 159,594 | 7,293 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 153,393 | 7,131 | 4.25% | 4.17% | 72 | -1,181 | -0.76% | Q3 2026 | Oct 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 152,201 | 7,100 | 0.88% | 0.88% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 154,874 | 7,077 | 0.28% | 0.28% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 153,830 | 7,030 | 2.2% | 2.2% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Regal Investment Advisors LLC | History | No change | 152,773 | 6,981 | 0.36% | 0.36% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Planning Group, LLC | History | No change | 152,710 | 6,978 | 1.57% | 1.57% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TBH Global Asset Management, LLC | History | No change | 157,833 | 6,977 | 1.28% | 1.28% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trilogy Capital Inc. | History | No change | 148,675 | 6,794 | 0.26% | 0.26% | 79 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 144,585 | 6,607 | 0.32% | 0.32% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 144,310 | 6,594 | 0.22% | 0.22% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighPoint Advisor Group LLC | History | No change | 140,208 | 6,407 | 0.23% | 0.23% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prota Financial, LLC | History | Added to | 135,192 | 6,282 | 4.01% | 4.03% | 83 | +1,423 | 1.06% | Q3 2026 | Oct 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 135,377 | 6,186 | 0.12% | 0.12% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 135,367 | 6,186 | 0.11% | 0.11% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 134,351 | 6,139 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 130,236 | 6,122 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIERRA OCEAN, LLC | History | No change | 132,366 | 6,049 | 4.19% | 4.19% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allred Capital Management, LLC | History | No change | 123,683 | 5,652 | 1.86% | 1.86% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 122,878 | 5,615 | 0.64% | 0.64% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 121,874 | 5,556 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farrow Financial, Inc. | History | No change | 117,539 | 5,371 | 2.87% | 2.87% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 115,997 | 5,301 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 115,977 | 5,300 | 2.46% | 2.46% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 114,299 | 5,223 | 0.55% | 0.55% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Good Steward Wealth Advisors,LLC | History | No change | 114,208 | 5,219 | 3.15% | 3.15% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stonebrook Private Inc. | History | No change | 112,329 | 5,133 | 0.94% | 0.94% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 111,850 | 5,111 | 0.68% | 0.68% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| McAdam, LLC | History | No change | 110,653 | 5,056 | 0.2% | 0.2% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baron Financial Group, LLC | History | Added to | 108,040 | 5,022 | 2.45% | 2.33% | 100 | +1,001 | 0.94% | Q3 2026 | Oct 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 109,607 | 5,009 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | No change | 108,312 | 4,949 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AlphaCore Capital LLC | History | No change | 106,724 | 4,877 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 105,925 | 4,840 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 105,369 | 4,815 | 0.15% | 0.15% | 105 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NICOLET BANKSHARES INC | History | No change | 102,293 | 4,674 | 0.15% | 0.15% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 100,935 | 4,612 | 1.46% | 1.46% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Roan Capital Partners | History | Added to | 98,425 | 4,575 | 3.35% | 3.09% | 108 | +16,882 | 20.7% | Q3 2026 | Oct 09, 2026 |
| IHT Wealth Management, LLC | History | No change | 99,669 | 4,554 | 0.1% | 0.1% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 98,852 | 4,517 | 1.07% | 1.07% | 110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 98,282 | 4,491 | 0.13% | 0.13% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Square, LLC | History | No change | 95,701 | 4,446 | 1.95% | 1.95% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 96,633 | 4,416 | 3.81% | 3.81% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 96,228 | 4,397 | 0.62% | 0.62% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 94,020 | 4,296 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 89,361 | 4,083 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 86,527 | 3,954 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 83,605 | 3,886 | 0.03% | 0.02% | 118 | +16,218 | 24.07% | Q3 2026 | Oct 08, 2026 |
| Jacobi Capital Management LLC | History | No change | 82,207 | 3,756 | 0.18% | 0.18% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 80,416 | 3,674 | 0.48% | 0.48% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 79,209 | 3,618 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | No change | 78,818 | 3,601 | 0.38% | 0.38% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 78,542 | 3,589 | 0.89% | 0.89% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 74,801 | 3,477 | 0.06% | 0.04% | 124 | +26,740 | 55.64% | Q3 2026 | Oct 13, 2026 |
| Financial Insights, Inc. | History | No change | 75,545 | 3,452 | 0.91% | 0.91% | 125 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Centric Wealth Management | History | No change | 75,162 | 3,394 | 0.53% | 0.53% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 72,355 | 3,306 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 71,686 | 3,276 | 0.39% | 0.39% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 69,327 | 3,223 | 0.09% | 0.09% | 129 | +1,791 | 2.65% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 69,959 | 3,197 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 69,488 | 3,175 | 1.32% | 1.32% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 69,128 | 3,159 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 66,990 | 3,114 | 0.14% | 0.1% | 133 | +24,029 | 55.93% | Q3 2026 | Oct 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 65,886 | 3,010 | 0.2% | 0.2% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 65,014 | 2,971 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 64,001 | 2,924 | 0.7% | 0.7% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 62,339 | 2,848 | 0.38% | 0.38% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | No change | 61,334 | 2,802 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Thompson David Blair | History | No change | 58,321 | 2,665 | 1.33% | 1.33% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNB Wealth Management, LLC | History | No change | 55,909 | 2,555 | 1.4% | 1.4% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 55,298 | 2,527 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 54,318 | 2,482 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 54,329 | 2,482 | 0.94% | 0.94% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Talon Private Wealth, LLC | History | No change | 54,212 | 2,477 | 0.29% | 0.29% | 144 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Welch Financial Planning, LLC | History | No change | 53,408 | 2,440 | 1.42% | 1.42% | 145 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 52,174 | 2,384 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 50,992 | 2,330 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 49,989 | 2,284 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 48,858 | 2,232 | 0.28% | 0.28% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Principle Wealth Partners LLC | History | No change | 47,593 | 2,175 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SFMG, LLC | History | No change | 47,220 | 2,157 | 0.13% | 0.13% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFO4Life Group, LLC | History | No change | 46,078 | 2,105 | 0.28% | 0.28% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 44,775 | 2,046 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 44,705 | 2,042 | 1.53% | 1.53% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 44,627 | 2,039 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | No change | 43,609 | 1,992 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 44,272 | 1,988 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 43,160 | 1,972 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Redwood Family Wealth LLC | History | No change | 43,149 | 1,971 | 1.73% | 1.73% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 42,576 | 1,946 | 0.29% | 0.29% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthfront Advisers LLC | History | No change | 41,325 | 1,888 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Wealth Planning, LLC | History | No change | 41,129 | 1,879 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 40,209 | 1,837 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 40,147 | 1,834 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RDA Financial Network | History | No change | 39,599 | 1,809 | 0.39% | 0.39% | 165 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Prospera Financial Services Inc | History | No change | 37,969 | 1,735 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 37,821 | 1,728 | 0.17% | 0.17% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAP Partners, LLC | History | No change | 37,086 | 1,694 | 0.83% | 0.83% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 36,432 | 1,664 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ulrich Consultants & Investment Group, LLC | History | New | 35,068 | 1,630 | 1.63% | — | 170 | +35,068 | New | Q3 2026 | Oct 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 35,319 | 1,614 | 0.33% | 0.33% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arkadios Wealth Advisors | History | No change | 34,252 | 1,565 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 33,980 | 1,552 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | No change | 33,965 | 1,552 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Qube Research & Technologies Ltd | History | No change | 33,164 | 1,515 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Semus Wealth Partners LLC | History | No change | 32,086 | 1,466 | 0.71% | 0.71% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOS Asset Management, LLC | History | Added to | 29,518 | 1,372 | 0.32% | 0.28% | 177 | +2,832 | 10.61% | Q3 2026 | Oct 09, 2026 |
| Cushing Capital Partners, LLC | History | No change | 29,333 | 1,340 | 0.92% | 0.92% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | No change | 29,173 | 1,333 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 28,853 | 1,318 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tannin Capital LLC | History | No change | 28,576 | 1,305 | 0.86% | 0.86% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CWC Advisors, LLC. | History | No change | 28,393 | 1,297 | 0.58% | 0.58% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 28,125 | 1,285 | 0.37% | 0.37% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Atlas Wealth LLC | History | No change | 27,698 | 1,265 | 0.18% | 0.18% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 26,559 | 1,215 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alpine Bank Wealth Management | History | No change | 26,606 | 1,215 | 0.16% | 0.16% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 26,267 | 1,200 | 0.7% | 0.7% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 26,054 | 1,190 | 0.77% | 0.77% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 25,223 | 1,152 | 1.5% | 1.5% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alchemi Wealth, LLC | History | No change | 24,967 | 1,141 | 0.53% | 0.53% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Williams & Novak Wealth Management, LLC | History | Added to | 24,527 | 1,140 | 0.67% | 0.71% | 191 | +988 | 4.2% | Q3 2026 | Oct 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 24,704 | 1,128 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hilltop Holdings Inc. | History | No change | 24,501 | 1,119 | 0.09% | 0.09% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carson Advisory Inc. | History | No change | 24,439 | 1,116 | 0.51% | 0.51% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 23,255 | 1,114 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 24,111 | 1,101 | 0.17% | 0.17% | 196 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 24,042 | 1,098 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 23,378 | 1,068 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 23,186 | 1,059 | 0.58% | 0.58% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PFG Advisors | History | No change | 22,811 | 1,042 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 22,617 | 1,033 | 0.34% | 0.34% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NBT BANK, N.A. | History | No change | 22,559 | 1,030 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 22,334 | 1,020 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 22,173 | 1,013 | 0.43% | 0.43% | 204 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 22,062 | 1,008 | 0.67% | 0.67% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 21,512 | 1,003 | 0.3% | 0.3% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sachetta, LLC | History | No change | 21,590 | 986 | 0.48% | 0.48% | 207 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 21,467 | 981 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Financial Network Corp | History | No change | 21,424 | 979 | 0.54% | 0.54% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 21,327 | 974 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 21,082 | 963 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19,948 | 911 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 19,471 | 889 | 0.09% | 0.09% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 18,255 | 834 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRIVATE TRUST CO NA | History | No change | 17,898 | 817 | 0.07% | 0.07% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 17,855 | 815 | 0.07% | 0.07% | 216 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 17,620 | 805 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 17,630 | 805 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lido Advisors, LLC | History | No change | 17,442 | 797 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 17,299 | 790 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 17,128 | 782 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 17,035 | 778 | 0.07% | 0.07% | 222 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 16,824 | 768 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 16,790 | 767 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 16,654 | 761 | 0.53% | 0.53% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 16,180 | 739 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 15,754 | 719 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 15,337 | 700 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 15,041 | 687 | 0.14% | 0.14% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Karras Company, Inc. | History | No change | 15,000 | 685 | 0.62% | 0.62% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wiser Advisor Group LLC | History | No change | 14,781 | 675 | 0.74% | 0.74% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 14,537 | 664 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BFI Infinity Ltd. | History | No change | 14,356 | 655 | 0.19% | 0.19% | 233 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 13,924 | 636 | 0.19% | 0.19% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,505 | 627 | 0.01% | 0.01% | 235 | +1,141 | 9.23% | Q3 2026 | Oct 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 13,614 | 622 | 0.05% | 0.05% | 236 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nuveen, LLC | History | No change | 13,570 | 620 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 13,494 | 616 | 0.35% | 0.35% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 13,234 | 604 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 13,100 | 598 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 12,917 | 590 | 0.39% | 0.39% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 12,719 | 581 | 0.57% | 0.57% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12,544 | 573 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12,098 | 552 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 11,719 | 535 | 0.41% | 0.41% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HF Advisory Group, LLC | History | Reduced | 11,285 | 524 | 0.16% | 0.17% | 246 | -673 | -5.63% | Q3 2026 | Oct 09, 2026 |
| Corient Private Wealth LP | History | No change | 11,366 | 519 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 11,351 | 518 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 11,274 | 515 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capasso Planning Partners LLC | History | No change | 11,157 | 509 | 0.25% | 0.25% | 250 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,066 | 505 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 10,905 | 498 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 10,820 | 494 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 10,455 | 492 | 0.01% | 0.01% | 254 | +1,824 | 21.13% | Q3 2026 | Oct 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 10,627 | 485 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 10,551 | 482 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 10,510 | 480 | 0.1% | 0.1% | 257 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Blueprint, LLC | History | No change | 10,484 | 479 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,379 | 474 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 10,122 | 462 | 0.22% | 0.22% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 10,053 | 459 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 9,971 | 455 | 0.06% | 0.06% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 9,949 | 454 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 9,888 | 451 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRIGHTON JONES LLC | History | No change | 9,689 | 442 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 9,660 | 441 | 0.1% | 0.1% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 9,300 | 432 | 0.03% | 0.12% | 267 | -31,078 | -76.97% | Q3 2026 | Oct 08, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 9,223 | 421 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IAM Advisory, LLC | History | No change | 9,140 | 417 | 0.08% | 0.08% | 269 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sepio Capital, LP | History | No change | 8,920 | 407 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Paradigm Capital Management, LLC/NV | History | No change | 8,901 | 407 | 0.35% | 0.35% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 8,783 | 401 | 0.09% | 0.09% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,759 | 400 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 8,700 | 397 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Advisory Alpha, LLC | History | No change | 8,643 | 394 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RMR Wealth Builders | History | No change | 8,571 | 393 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arrowroot Family Office, LLC | History | No change | 8,611 | 393 | 0.11% | 0.11% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHARPEPOINT LLC | History | No change | 8,505 | 388 | 0.19% | 0.19% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 8,469 | 387 | 0.21% | 0.21% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sun Financial Inc | History | No change | 7,935 | 382 | 0.18% | 0.18% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 8,347 | 381 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 8,244 | 376 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 7,920 | 368 | 0.03% | 0.03% | 283 | -1,119 | -12.38% | Q3 2026 | Oct 13, 2026 |
| Betterment LLC | History | No change | 7,926 | 362 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,732 | 353 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,674 | 351 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 7,694 | 351 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEBSTER BANK, N. A. | History | No change | 7,659 | 350 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ethos Capital Management, Inc. | History | No change | 7,525 | 343 | 0.24% | 0.24% | 289 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 7,495 | 342 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 7,467 | 341 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 7,364 | 336 | 0.16% | 0.16% | 292 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Optivise Advisory Services LLC | History | No change | 7,312 | 334 | 0.17% | 0.17% | 293 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 7,189 | 328 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 7,156 | 327 | 0.09% | 0.09% | 295 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Royal Fund Management, LLC | History | No change | 7,143 | 326 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMERCE BANK | History | No change | 6,751 | 308 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 6,761 | 308 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TriaGen Wealth Management LLC | History | No change | 6,750 | 308 | 0.08% | 0.08% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 6,606 | 307 | 0.24% | 0.22% | 300 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| PKS Advisory Services, LLC | History | No change | 6,571 | 300 | 0.05% | 0.05% | 301 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 6,538 | 298 | 0.18% | 0.18% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 6,320 | 293 | 0.08% | 0.08% | 303 | -252 | -3.83% | Q3 2026 | Oct 02, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,311 | 288 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 6,255 | 285 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 6,127 | 284 | 0.05% | 0.04% | 306 | +758 | 14.12% | Q3 2026 | Oct 08, 2026 |
| Intrua Financial, LLC | History | No change | 6,098 | 278 | 0.03% | 0.03% | 307 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 6,009 | 274 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthShield Partners, LLC | History | No change | 6,001 | 274 | 0.04% | 0.04% | 309 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 5,970 | 272 | 0.05% | 0.05% | 310 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OneAscent Wealth Management LLC | History | No change | 5,955 | 272 | 0.08% | 0.08% | 311 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 5,914 | 270 | 0.08% | 0.08% | 312 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Asset Allocation Strategies LLC | History | No change | 5,845 | 267 | 0.04% | 0.04% | 313 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ancora Advisors LLC | History | No change | 5,736 | 262 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WFA of San Diego, LLC | History | No change | 5,424 | 262 | 0.21% | 0.21% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 5,742 | 262 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 5,614 | 256 | 0.04% | 0.04% | 317 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 5,591 | 255 | 0.11% | 0.11% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 5,539 | 253 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aspire Growth Partners LLC | History | No change | 5,542 | 253 | 0.15% | 0.15% | 320 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SteelPeak Wealth, LLC | History | No change | 5,509 | 251 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 5,285 | 245 | 0.01% | 0.01% | 322 | +68 | 1.3% | Q3 2026 | Oct 13, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 5,303 | 242 | 0.18% | 0.18% | 323 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisors, LLC | History | No change | 5,226 | 238 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Western Wealth Management, LLC | History | No change | 5,226 | 238 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 5,225 | 238 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Wealth Partners, LLC | History | No change | 5,169 | 236 | 0.26% | 0.26% | 327 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 5,146 | 235 | 0.12% | 0.12% | 328 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 4,999 | 228 | 0.03% | 0.03% | 329 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,000 | 228 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 4,896 | 227 | 0.04% | 0.05% | 331 | -1,060 | -17.8% | Q3 2026 | Oct 05, 2026 |
| Sowell Financial Services LLC | History | No change | 4,839 | 221 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 4,731 | 216 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 4,731 | 216 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,654 | 212 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Advisory, LLC | History | No change | 4,533 | 207 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,526 | 207 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cypress Wealth Services, LLC | History | No change | 4,478 | 204 | 0.03% | 0.03% | 338 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 4,400 | 201 | 0.08% | 0.08% | 339 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 4,400 | 201 | 0.08% | 0.08% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 4,316 | 200 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 4,390 | 200 | 0.09% | 0.09% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,309 | 196 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 4,301 | 196 | 0.1% | 0.1% | 344 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,185 | 194 | 0.01% | 0.01% | 345 | -467 | -10.04% | Q3 2026 | Oct 08, 2026 |
| BlackRock, Inc. | History | No change | 3,894 | 177 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,725 | 170 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,524 | 161 | 0.09% | 0.09% | 348 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 3,350 | 153 | 0.07% | 0.07% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Operose Advisors LLC | History | No change | 2,750 | 125 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 2,748 | 125 | 0.07% | 0.07% | 351 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 2,716 | 124 | 0.05% | 0.05% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 2,365 | 109 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,130 | 99 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BankPlus Trust Department | History | No change | 2,044 | 93 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,772 | 80 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,500 | 68 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,374 | 63 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | No change | 1,386 | 63 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,330 | 60 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,320 | 60 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,162 | 53 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 986 | 45 | 0.02% | 0.02% | 363 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 800 | 36 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 777 | 35 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 761 | 34 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 710 | 32 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 673 | 30 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evelyn Partners Group Ltd | History | No change | 675 | 30 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 590 | 26 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crewe Advisors LLC | History | No change | 581 | 26 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bogart Wealth, LLC | History | No change | 491 | 22 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Park Place Capital Corp | History | No change | 500 | 22 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 439 | 20 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brooklyn FI, LLC | History | No change | 433 | 20 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MCF Advisors LLC | History | No change | 356 | 16 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 361 | 16 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 326 | 15 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Archer Investment Corp | History | No change | 331 | 15 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SWAN Capital LLC | History | No change | 312 | 14 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 325 | 14 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parallel Advisors, LLC | History | No change | 275 | 12 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 275 | 12 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Roble, Belko & Company, Inc | History | No change | 252 | 11 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 250 | 11 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 236 | 10 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 225 | 10 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bullseye Investment Management, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 210 | 9 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 188 | 8 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 190 | 8 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 162 | 7 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 156 | 7 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 110 | 5 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Asset Dedication, LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Salomon & Ludwin, LLC | History | No change | 124 | 5 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 114 | 5 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EASTERN BANK | History | New | 89 | 4 | 0.0% | — | 403 | +89 | New | Q3 2026 | Oct 05, 2026 |
| VANGUARD ADVISERS INC | History | No change | 95 | 4 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morse Asset Management, Inc | History | No change | 100 | 4 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 104 | 4 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 29 | 1 | 0.0% | — | 406 | +29 | New | Q3 2026 | Oct 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strive Financial Group ,LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,971 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Dogwood Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |