FIRST TRUST EXCHANGE-TRADED FUND IV - EMLP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 18,073,454 | 786,195 | 0.04% | 0.05% | 1 | -88,859 | -0.49% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,351,092 | 189,272 | 2.49% | 2.73% | 2 | +73,314 | 1.71% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,008,231 | 130,858 | 0.47% | 0.53% | 3 | +201,921 | 7.2% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | Added to | 2,813,338 | 122,380 | 2.53% | 2.66% | 4 | +7,078 | 0.25% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Added to | 2,723,272 | 118,462 | 0.03% | 0.03% | 5 | +102,640 | 3.92% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,550,741 | 110,957 | 0.01% | 0.01% | 6 | +167,594 | 7.03% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | Reduced | 2,464,673 | 107,213 | 1.48% | 1.7% | 7 | -10,280 | -0.42% | Q2 2026 | Aug 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,398,241 | 104,323 | 0.02% | 0.02% | 8 | +541 | 0.02% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,078,591 | 90,418 | 0.5% | 0.7% | 9 | +29,827 | 1.46% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 1,632,808 | 71,027 | 3.59% | 4.81% | 10 | -202,489 | -11.03% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,410,582 | 61,360 | 0.01% | 0.01% | 11 | +1,687 | 0.12% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,359,266 | 59,128 | 0.01% | 0.01% | 12 | +32,366 | 2.44% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,022,028 | 44,458 | 0.07% | 0.07% | 13 | +125,114 | 13.95% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 1,016,293 | 44,208 | 0.2% | 0.23% | 14 | -65,073 | -6.02% | Q2 2026 | Aug 10, 2026 |
| WELCH & FORBES LLC | History | Reduced | 937,533 | 40,782 | 0.5% | 0.56% | 15 | -58,470 | -5.87% | Q2 2026 | Jul 30, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 933,490 | 40,606 | 3.94% | 4.48% | 16 | -25,348 | -2.64% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 929,828 | 40,447 | 0.01% | 0.01% | 17 | +61,105 | 7.03% | Q2 2026 | Aug 14, 2026 |
| Disciplina Capital Management LLC | History | Added to | 917,917 | 39,929 | 4.12% | 3.97% | 18 | +59,787 | 6.97% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 908,936 | 39,538 | 0.05% | 0.05% | 19 | +37,133 | 4.26% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Reduced | 763,564 | 33,218 | 0.03% | 0.04% | 20 | -12,342 | -1.59% | Q2 2026 | Aug 13, 2026 |
| Lee Financial Co | History | Added to | 693,567 | 30,170 | 3.85% | 4.24% | 21 | +5,210 | 0.76% | Q2 2026 | Jul 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 637,494 | 27,832 | 1.66% | 1.66% | 22 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 509,418 | 22,159 | 0.26% | 0.39% | 23 | -11,448 | -2.2% | Q2 2026 | Aug 13, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 502,343 | 21,851 | 4.57% | 4.57% | 24 | +27,986 | 5.9% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 493,559 | 21,469 | 0.24% | 0.22% | 25 | +93,844 | 23.48% | Q2 2026 | Jul 28, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 356,136 | 15,491 | 5.23% | 5.28% | 26 | +58,478 | 19.65% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 340,160 | 14,796 | 0.01% | 0.02% | 27 | -105,324 | -23.64% | Q2 2026 | Aug 12, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 311,610 | 13,972 | 1.35% | 1.61% | 28 | -7,474 | -2.34% | Q2 2026 | Aug 04, 2026 |
| Arkos Global Advisors | History | Added to | 299,059 | 13,009 | 1.54% | 1.61% | 29 | +5,309 | 1.81% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 296,495 | 12,897 | 0.0% | 0.0% | 30 | -46,639 | -13.59% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 280,154 | 12,276 | 0.0% | 0.0% | 31 | +7,120 | 2.61% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 272,058 | 11,835 | 0.01% | 0.02% | 32 | +9,512 | 3.62% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 271,051 | 11,789 | 0.0% | 0.0% | 33 | +4,570 | 1.71% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 257,896 | 11,218 | 0.03% | 0.03% | 34 | -17,571 | -6.38% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 254,060 | 11,051 | 0.05% | 0.05% | 35 | +34,523 | 15.73% | Q2 2026 | Aug 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 245,139 | 10,663 | 0.01% | 0.01% | 36 | -8,892 | -3.5% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 229,096 | 9,965 | 0.03% | 0.04% | 37 | +3,661 | 1.62% | Q2 2026 | Jul 28, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 217,988 | 9,482 | 0.27% | 0.28% | 38 | +5,935 | 2.8% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 215,208 | 9,361 | 0.04% | 0.04% | 39 | +58 | 0.03% | Q2 2026 | Jul 27, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 211,073 | 9,181 | 5.74% | 6.25% | 40 | +6,501 | 3.18% | Q2 2026 | Jul 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 201,047 | 8,852 | 0.0% | 0.0% | 41 | +42,868 | 27.1% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 197,600 | 8,595 | 0.82% | 0.88% | 42 | +3,029 | 1.56% | Q2 2026 | Aug 07, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 197,288 | 8,582 | 1.41% | 1.78% | 43 | -737 | -0.37% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 196,225 | 8,535 | 0.18% | 0.2% | 44 | -1,793 | -0.91% | Q2 2026 | Jul 29, 2026 |
| UMB Bank, n.a. | History | Reduced | 195,470 | 8,502 | 0.11% | 0.12% | 45 | -8,357 | -4.1% | Q2 2026 | Aug 13, 2026 |
| New Republic Capital, LLC | History | Added to | 176,687 | 7,685 | 1.77% | 2.38% | 46 | +15,066 | 9.32% | Q2 2026 | Jul 31, 2026 |
| CERTUITY, LLC | History | Added to | 170,353 | 7,410 | 0.37% | 0.43% | 47 | +20,514 | 13.69% | Q2 2026 | Jul 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 166,609 | 7,247 | 0.22% | 0.2% | 48 | +38,585 | 30.14% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 164,255 | 7,145 | 0.01% | 0.02% | 49 | +10,900 | 7.11% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | Added to | 163,247 | 7,101 | 0.15% | 0.16% | 50 | +1,650 | 1.02% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 162,986 | 7,089 | 0.01% | 0.01% | 51 | -4,868 | -2.9% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 161,993 | 7,046 | 0.01% | 0.01% | 52 | +2,650 | 1.66% | Q2 2026 | Aug 05, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 160,702 | 6,990 | 0.82% | 0.04% | 53 | +153,825 | 2236.8% | Q2 2026 | Aug 14, 2026 |
| Hobart Private Capital, LLC | History | Added to | 153,868 | 6,693 | 1.15% | 1.3% | 54 | +2,938 | 1.95% | Q2 2026 | Jul 06, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 147,359 | 6,410 | 0.34% | 0.39% | 55 | -17,975 | -10.87% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 135,841 | 5,909 | 0.01% | 0.01% | 56 | -10,623 | -7.25% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 129,001 | 5,611 | 0.01% | 0.0% | 57 | +54,755 | 73.75% | Q2 2026 | Aug 14, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 128,718 | 5,599 | 0.34% | 0.39% | 58 | -31 | -0.02% | Q2 2026 | Jul 21, 2026 |
| &PARTNERS | History | Added to | 131,176 | 5,586 | 0.02% | 0.02% | 59 | +51,720 | 65.09% | Q2 2026 | Aug 14, 2026 |
| GenTrust, LLC | History | No change | 124,269 | 5,405 | 0.21% | 0.23% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 121,932 | 5,304 | 0.48% | 0.55% | 61 | +2,779 | 2.33% | Q2 2026 | Jul 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 120,778 | 5,253 | 0.05% | 0.06% | 62 | -4,453 | -3.56% | Q2 2026 | Aug 05, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 113,846 | 4,952 | 1.5% | 1.75% | 63 | +3,178 | 2.87% | Q2 2026 | Jul 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 107,171 | 4,805 | 0.1% | 0.1% | 64 | +1,212 | 1.14% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 107,097 | 4,658 | 0.03% | 0.03% | 65 | +1,861 | 1.77% | Q2 2026 | Jul 24, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 106,888 | 4,649 | 0.42% | 0.48% | 66 | -3,164 | -2.88% | Q2 2026 | Jul 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 105,887 | 4,606 | 0.0% | 0.0% | 67 | +12,159 | 12.97% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 101,798 | 4,428 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 100,358 | 4,365 | 0.11% | 0.13% | 69 | +3,050 | 3.13% | Q2 2026 | Jul 31, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 98,272 | 4,275 | 0.01% | 0.01% | 70 | -5,650 | -5.44% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 95,042 | 4,134 | 0.01% | 0.01% | 71 | +669 | 0.71% | Q2 2026 | Aug 19, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 93,481 | 4,066 | 0.11% | 0.11% | 72 | +19,985 | 27.19% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 93,200 | 4,054 | 0.08% | 0.08% | 73 | +5,455 | 6.22% | Q2 2026 | Aug 14, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 91,203 | 3,967 | 0.64% | 0.75% | 74 | -177 | -0.19% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 91,081 | 3,962 | 0.07% | 0.08% | 75 | -1,779 | -1.92% | Q2 2026 | Aug 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 88,361 | 3,944 | 0.49% | 0.63% | 76 | +8,684 | 10.9% | Q2 2026 | Jul 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 87,280 | 3,796 | 0.09% | 0.1% | 77 | -153 | -0.17% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 82,416 | 3,585 | 0.03% | 0.04% | 78 | -8,466 | -9.32% | Q2 2026 | Jul 24, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 82,314 | 3,580 | 1.88% | 1.85% | 79 | +640 | 0.78% | Q2 2026 | Jul 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 81,924 | 3,563 | 0.0% | 0.01% | 80 | -164 | -0.2% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 80,812 | 3,515 | 0.13% | 0.15% | 81 | +3,154 | 4.06% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 80,506 | 3,502 | 0.02% | 0.02% | 82 | +216 | 0.27% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77,615 | 3,376 | 0.05% | 0.05% | 83 | +8,085 | 11.63% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 77,548 | 3,373 | 0.04% | 0.05% | 84 | -519 | -0.66% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | Added to | 77,189 | 3,357 | 0.27% | 0.31% | 85 | +3,995 | 5.46% | Q2 2026 | Aug 06, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 76,740 | 3,338 | 0.8% | 0.84% | 86 | +4,898 | 6.82% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 75,539 | 3,285 | 0.05% | 0.05% | 87 | +1,490 | 2.01% | Q2 2026 | Jul 15, 2026 |
| Crumly & Associates Inc. | History | No change | 72,836 | 3,168 | 0.61% | 0.67% | 88 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | New | 72,032 | 3,133 | 0.41% | — | 89 | +72,032 | New | Q2 2026 | Aug 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 70,943 | 3,086 | 1.3% | 2.05% | 90 | +11,401 | 19.15% | Q2 2026 | Jul 17, 2026 |
| Windsor Advisory Group, LLC | History | No change | 67,787 | 2,948 | 2.14% | 2.47% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 64,191 | 2,792 | 0.03% | 0.05% | 92 | -5,691 | -8.14% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 62,975 | 2,739 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 61,507 | 2,675 | 0.83% | 0.93% | 94 | -304 | -0.49% | Q2 2026 | Jul 30, 2026 |
| VestGen Advisors, LLC | History | Added to | 61,076 | 2,656 | 0.08% | 0.07% | 95 | +3,234 | 5.59% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 60,204 | 2,618 | 0.04% | 0.07% | 96 | -31,568 | -34.4% | Q2 2026 | Aug 10, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 58,368 | 2,539 | 0.16% | 0.22% | 97 | +919 | 1.6% | Q2 2026 | Aug 14, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 57,963 | 2,521 | 0.56% | 0.62% | 98 | +1,349 | 2.38% | Q2 2026 | Aug 03, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 55,496 | 2,414 | 0.62% | 0.68% | 99 | +4,925 | 9.74% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 53,744 | 2,337 | 0.01% | 0.02% | 100 | -35,947 | -40.08% | Q2 2026 | Aug 17, 2026 |
| Auour Investments LLC | History | Added to | 53,279 | 2,317 | 0.66% | 0.73% | 101 | +190 | 0.36% | Q2 2026 | Jul 21, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 52,593 | 2,287 | 0.03% | 0.06% | 102 | -43,435 | -45.23% | Q2 2026 | Aug 18, 2026 |
| Waverly Advisors, LLC | History | Added to | 51,286 | 2,230 | 0.01% | 0.02% | 103 | +1,217 | 2.43% | Q2 2026 | Aug 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 49,262 | 2,142 | 0.92% | — | 104 | +49,262 | New | Q2 2026 | Aug 07, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 48,950 | 2,129 | 2.17% | — | 105 | +48,950 | New | Q2 2026 | Jul 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 48,319 | 2,101 | 0.01% | 0.01% | 106 | -810 | -1.65% | Q2 2026 | Aug 12, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 47,690 | 2,074 | 0.36% | 0.41% | 107 | -357 | -0.74% | Q2 2026 | Jul 16, 2026 |
| Sigma Planning Corp | History | Reduced | 46,569 | 2,025 | 0.05% | 0.06% | 108 | -665 | -1.41% | Q2 2026 | Aug 07, 2026 |
| Encompass More Asset Management | History | Added to | 46,412 | 2,018 | 0.29% | 0.32% | 109 | +2,353 | 5.34% | Q2 2026 | Jul 14, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 43,478 | 1,891 | 1.02% | 1.23% | 110 | -3,478 | -7.41% | Q2 2026 | Aug 11, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 42,604 | 1,853 | 0.51% | 0.47% | 111 | -272 | -0.63% | Q2 2026 | Aug 03, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 42,519 | 1,849 | 0.03% | 0.04% | 112 | -5,685 | -11.79% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 41,624 | 1,810 | 0.08% | 0.09% | 113 | +879 | 2.16% | Q2 2026 | Jul 22, 2026 |
| Walker Asset Management, LLC | History | Reduced | 41,436 | 1,802 | 0.91% | 1.01% | 114 | -1,298 | -3.04% | Q2 2026 | Jul 10, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 41,170 | 1,790 | 0.11% | 0.12% | 115 | +167 | 0.41% | Q2 2026 | Aug 05, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 40,650 | 1,768 | 0.33% | 0.35% | 116 | +1,428 | 3.64% | Q2 2026 | Jul 24, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 40,518 | 1,762 | 0.09% | 0.09% | 117 | +6,547 | 19.27% | Q2 2026 | Jul 29, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 39,828 | 1,732 | 0.66% | 0.99% | 118 | -12,055 | -23.23% | Q2 2026 | Jul 30, 2026 |
| MOTCO | History | Reduced | 39,720 | 1,727 | 0.15% | 0.16% | 119 | -561 | -1.39% | Q2 2026 | Jul 31, 2026 |
| LeClair Wealth Partners LLC | History | New | 38,084 | 1,656 | 0.86% | — | 120 | +38,084 | New | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 38,004 | 1,653 | 0.01% | 0.02% | 121 | +2,287 | 6.4% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 36,780 | 1,599 | 0.01% | 0.03% | 122 | -39,894 | -52.03% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,328 | 1,449 | 0.0% | 0.0% | 123 | +2,189 | 7.03% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 33,238 | 1,445 | 0.0% | 0.0% | 124 | +1,977 | 6.32% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 32,974 | 1,434 | 0.01% | 0.01% | 125 | -233 | -0.7% | Q2 2026 | Aug 13, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 32,526 | 1,414 | 0.34% | 0.4% | 126 | -673 | -2.03% | Q2 2026 | Aug 10, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 31,825 | 1,384 | 1.36% | 1.44% | 127 | -100 | -0.31% | Q2 2026 | Jul 21, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 31,385 | 1,365 | 0.82% | 0.97% | 128 | -224 | -0.71% | Q2 2026 | Jul 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 30,306 | 1,318 | 0.03% | 0.03% | 129 | +6,417 | 26.86% | Q2 2026 | Aug 14, 2026 |
| Tandem Financial, LLC | History | Reduced | 28,153 | 1,224 | 0.37% | 0.39% | 130 | -199 | -0.7% | Q2 2026 | Aug 13, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 27,683 | 1,204 | 0.47% | 0.52% | 131 | +87 | 0.32% | Q2 2026 | Jul 30, 2026 |
| Inscription Capital, LLC | History | Reduced | 27,455 | 1,194 | 0.11% | 0.13% | 132 | -1,093 | -3.83% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Reduced | 27,076 | 1,194 | 0.02% | 0.02% | 133 | -51 | -0.19% | Q2 2026 | Jul 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 26,995 | 1,174 | 0.07% | 0.08% | 134 | +3,158 | 13.25% | Q2 2026 | Aug 07, 2026 |
| 360 Financial, Inc. | History | Reduced | 26,987 | 1,173 | 0.3% | 0.36% | 135 | -582 | -2.11% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 26,105 | 1,135 | 0.02% | 0.02% | 136 | -1,764 | -6.33% | Q2 2026 | Jul 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 25,417 | 1,105 | 0.05% | 0.06% | 137 | +19 | 0.07% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 25,298 | 1,100 | 0.02% | 0.03% | 138 | -2,178 | -7.93% | Q2 2026 | Jul 15, 2026 |
| Betterment LLC | History | Reduced | 25,186 | 1,096 | 0.0% | 0.0% | 139 | -3,587 | -12.47% | Q2 2026 | Aug 14, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 25,194 | 1,095 | 0.91% | 0.93% | 140 | +502 | 2.03% | Q2 2026 | Jul 21, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 24,918 | 1,083 | 0.19% | 0.21% | 141 | -121 | -0.48% | Q2 2026 | Jul 17, 2026 |
| G&S Capital LLC | History | Added to | 24,063 | 1,046 | 0.3% | 0.35% | 142 | +992 | 4.3% | Q2 2026 | Jul 10, 2026 |
| Magnus Financial Group LLC | History | Reduced | 23,635 | 1,028 | 0.07% | 0.08% | 143 | -39 | -0.16% | Q2 2026 | Jul 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,905 | 996 | 0.0% | 0.0% | 144 | -98,593 | -81.15% | Q2 2026 | Aug 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 22,895 | 995 | 0.57% | 0.17% | 145 | +16,995 | 288.05% | Q2 2026 | Jul 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 22,775 | 994 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 22,720 | 991 | 0.37% | 0.37% | 147 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 22,679 | 986 | 0.32% | 0.24% | 148 | +9,629 | 73.79% | Q2 2026 | Aug 14, 2026 |
| Objective Capital Management, LLC | History | Reduced | 22,647 | 985 | 0.87% | 1.01% | 149 | -262 | -1.14% | Q2 2026 | Jul 20, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 22,650 | 985 | 0.33% | 0.37% | 150 | -70 | -0.31% | Q2 2026 | Jul 17, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 22,584 | 982 | 0.1% | 0.06% | 151 | +9,791 | 76.53% | Q2 2026 | Jul 28, 2026 |
| Arvest Bank Trust Division | History | Reduced | 22,371 | 973 | 0.05% | 0.06% | 152 | -3,866 | -14.73% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 22,323 | 971 | 0.01% | 0.01% | 153 | +1,957 | 9.61% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 22,028 | 958 | 0.02% | 0.03% | 154 | -136 | -0.61% | Q2 2026 | Aug 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 21,616 | 940 | 0.06% | 0.07% | 155 | +765 | 3.67% | Q2 2026 | Aug 14, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 21,176 | 921 | 0.28% | 0.31% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 21,077 | 916 | 0.06% | 0.07% | 157 | +932 | 4.63% | Q2 2026 | Jul 08, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 20,684 | 899 | 0.73% | 0.77% | 159 | +1,129 | 5.77% | Q2 2026 | Aug 10, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 20,685 | 899 | 0.21% | 0.24% | 158 | +892 | 4.51% | Q2 2026 | Aug 13, 2026 |
| Next Capital Management LLC | History | Added to | 20,663 | 898 | 0.24% | 0.26% | 160 | +910 | 4.61% | Q2 2026 | Aug 03, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 20,496 | 891 | 0.32% | 0.41% | 161 | -3,119 | -13.21% | Q2 2026 | Jul 07, 2026 |
| Integrated Wealth Concepts LLC | History | New | 20,042 | 871 | 0.01% | — | 162 | +20,042 | New | Q2 2026 | Sep 08, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 19,991 | 869 | 0.62% | 0.74% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 19,968 | 868 | 0.07% | 0.08% | 164 | -1,897 | -8.68% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 19,590 | 852 | 0.0% | 0.0% | 165 | +2,908 | 17.43% | Q2 2026 | Aug 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 19,144 | 832 | 0.11% | 0.13% | 166 | +42 | 0.22% | Q2 2026 | Jul 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 18,818 | 818 | 0.03% | 0.04% | 167 | -342 | -1.78% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 18,586 | 808 | 0.04% | 0.03% | 168 | +5,500 | 42.03% | Q2 2026 | Aug 20, 2026 |
| Keystone Financial Group | History | Added to | 18,586 | 808 | 0.05% | 0.06% | 169 | +49 | 0.26% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,194 | 791 | 0.01% | 0.01% | 170 | +671 | 3.83% | Q2 2026 | Aug 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 18,205 | 791 | 0.03% | 0.04% | 171 | -230 | -1.25% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | Added to | 18,060 | 785 | 0.01% | 0.01% | 172 | +203 | 1.14% | Q2 2026 | Jul 29, 2026 |
| Coppell Advisory Solutions LLC | History | New | 25,076 | 776 | 0.06% | — | 173 | +25,076 | New | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 17,813 | 774 | 0.01% | 0.02% | 174 | +4,814 | 37.03% | Q2 2026 | Aug 10, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 17,735 | 771 | 0.04% | 0.05% | 175 | +735 | 4.32% | Q2 2026 | Jul 27, 2026 |
| Ancora Advisors LLC | History | Added to | 17,547 | 763 | 0.01% | 0.02% | 176 | +4 | 0.02% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 17,338 | 760 | 0.08% | 0.08% | 177 | +1,029 | 6.31% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 17,485 | 754 | 0.04% | 0.04% | 178 | +28 | 0.16% | Q2 2026 | Jul 28, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 17,032 | 740 | 0.55% | 0.64% | 179 | -931 | -5.18% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 16,519 | 718 | 0.0% | 0.0% | 180 | +9,929 | 150.67% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,390 | 717 | 0.0% | 0.0% | 181 | +2,309 | 16.4% | Q2 2026 | Jul 15, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 16,309 | 709 | 0.08% | 0.09% | 182 | +116 | 0.72% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,978 | 695 | 0.01% | 0.02% | 183 | +661 | 4.32% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 15,889 | 691 | 0.01% | 0.01% | 184 | -161 | -1.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Wealth | History | Added to | 15,732 | 684 | 0.0% | 0.0% | 185 | +62 | 0.4% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 15,665 | 681 | 0.02% | 0.03% | 186 | +136 | 0.88% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 15,328 | 666 | 0.01% | — | 188 | +15,328 | New | Q2 2026 | Aug 06, 2026 |
| Peak Planning Group, LLC | History | Added to | 15,319 | 666 | 0.15% | 0.18% | 187 | +29 | 0.19% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | Reduced | 15,244 | 663 | 0.02% | 0.03% | 189 | -2,059 | -11.9% | Q2 2026 | Aug 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 15,213 | 661 | 0.07% | 0.07% | 190 | +956 | 6.71% | Q2 2026 | Jul 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 14,957 | 650 | 0.0% | 0.0% | 191 | +848 | 6.01% | Q2 2026 | Aug 11, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 14,925 | 649 | 0.22% | 0.27% | 192 | -1,869 | -11.13% | Q2 2026 | Jul 08, 2026 |
| Regal Investment Advisors LLC | History | No change | 14,875 | 647 | 0.03% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Investment Management Inc | History | No change | 14,670 | 638 | 0.17% | 0.2% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 14,457 | 628 | 0.38% | 0.42% | 195 | -610 | -4.05% | Q2 2026 | Jul 15, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 14,391 | 628 | 0.22% | 0.22% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 14,196 | 617 | 0.17% | 0.22% | 197 | +5 | 0.04% | Q2 2026 | Aug 06, 2026 |
| GM Advisory Group, LLC | History | No change | 14,064 | 614 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 14,030 | 610 | 0.03% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 13,543 | 589 | 0.2% | 0.18% | 200 | -224 | -1.63% | Q2 2026 | Aug 13, 2026 |
| Americana Partners, LLC | History | Reduced | 13,472 | 586 | 0.01% | 0.02% | 201 | -6,355 | -32.05% | Q2 2026 | Aug 05, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 13,368 | 581 | 0.13% | 0.14% | 202 | +670 | 5.28% | Q2 2026 | Jul 29, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 13,276 | 577 | 0.04% | 0.04% | 203 | -824 | -5.84% | Q2 2026 | Aug 07, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 13,131 | 571 | 0.04% | 0.04% | 204 | +2 | 0.02% | Q2 2026 | Aug 04, 2026 |
| Wedmont Private Capital | History | Added to | 12,736 | 557 | 0.02% | 0.02% | 205 | +90 | 0.71% | Q2 2026 | Jul 13, 2026 |
| PKS Advisory Services, LLC | History | Added to | 12,656 | 550 | 0.09% | 0.13% | 206 | +92 | 0.73% | Q2 2026 | Aug 04, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 12,509 | 544 | 0.17% | 0.2% | 207 | +96 | 0.77% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,500 | 543 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 12,480 | 542 | 0.3% | 0.34% | 209 | +680 | 5.76% | Q2 2026 | Jul 23, 2026 |
| 10Elms LLP | History | Added to | 12,343 | 536 | 0.23% | 0.32% | 211 | +600 | 5.11% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 12,326 | 536 | 0.03% | 0.03% | 210 | +34 | 0.28% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 12,215 | 533 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 12,090 | 525 | 0.0% | 0.0% | 213 | +57 | 0.47% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 11,927 | 523 | 0.04% | 0.05% | 214 | -1,799 | -13.11% | Q2 2026 | Jul 29, 2026 |
| Compound Planning, Inc. | History | Added to | 11,877 | 516 | 0.01% | 0.01% | 215 | +736 | 6.61% | Q2 2026 | Aug 04, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 11,714 | 509 | 0.01% | 0.01% | 216 | +5,714 | 95.23% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 11,691 | 508 | 0.02% | 0.02% | 217 | -1,520 | -11.51% | Q2 2026 | Aug 10, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 11,580 | 499 | 0.1% | 0.11% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 11,461 | 498 | 0.01% | 0.01% | 219 | -932 | -7.52% | Q2 2026 | Jul 20, 2026 |
| Retirement Planning Group, LLC | History | Added to | 11,438 | 497 | 0.01% | 0.02% | 220 | +1 | 0.01% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Added to | 11,307 | 491 | 0.0% | 0.0% | 221 | +1,317 | 13.18% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,052 | 480 | 0.0% | 0.0% | 222 | +2,644 | 31.45% | Q2 2026 | Aug 07, 2026 |
| ProVise Management Group, LLC | History | No change | 10,644 | 463 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 10,597 | 460 | 0.25% | 0.31% | 224 | -406 | -3.69% | Q2 2026 | Jul 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 10,538 | 458 | 0.0% | 0.0% | 225 | -4,988 | -32.13% | Q2 2026 | Aug 07, 2026 |
| MTM Investment Management, LLC | History | No change | 10,477 | 455 | 0.13% | 0.14% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFG Advisory, LLC | History | New | 10,303 | 448 | 0.02% | — | 227 | +10,303 | New | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,902 | 430 | 0.12% | 0.14% | 228 | -15 | -0.15% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 9,866 | 429 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,771 | 425 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,751 | 424 | 0.0% | 0.0% | 231 | -4,509 | -31.62% | Q2 2026 | Aug 12, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 9,759 | 424 | 0.04% | 0.05% | 232 | +69 | 0.71% | Q2 2026 | Jul 07, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 9,758 | 424 | 0.02% | 0.03% | 233 | +2 | 0.02% | Q2 2026 | Jul 31, 2026 |
| Allen Capital Group, LLC | History | Added to | 9,734 | 423 | 0.03% | 0.02% | 234 | +4,218 | 76.47% | Q2 2026 | Jul 27, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 9,583 | 416 | 0.13% | 0.15% | 235 | -94 | -0.97% | Q2 2026 | Aug 07, 2026 |
| Ballew Advisors, Inc | History | Reduced | 9,479 | 414 | 0.21% | 0.26% | 236 | -975 | -9.33% | Q2 2026 | Jul 07, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 9,219 | 401 | 0.08% | 0.09% | 237 | -195 | -2.07% | Q2 2026 | Aug 04, 2026 |
| Van Diest Capital, LLC | History | New | 8,876 | 386 | 0.35% | — | 238 | +8,876 | New | Q2 2026 | Aug 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 8,865 | 385 | 0.0% | 0.0% | 239 | -457 | -4.9% | Q2 2026 | Aug 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 8,860 | 385 | 0.07% | 0.08% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,795 | 382 | 0.04% | 0.04% | 241 | +837 | 10.52% | Q2 2026 | Jul 09, 2026 |
| MGO ONE SEVEN LLC | History | New | 8,603 | 374 | 0.01% | — | 242 | +8,603 | New | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,496 | 370 | 0.01% | 0.01% | 243 | +1,196 | 16.38% | Q2 2026 | Jul 28, 2026 |
| Curi Capital, LLC | History | Reduced | 8,318 | 361 | 0.01% | 0.01% | 244 | -397 | -4.56% | Q2 2026 | Aug 14, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 8,052 | 350 | 0.27% | 0.31% | 245 | -196 | -2.38% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,981 | 347 | 0.0% | 0.0% | 246 | +20 | 0.25% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 7,958 | 346 | 0.0% | 0.0% | 247 | +2,121 | 36.34% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,909 | 344 | 0.0% | 0.01% | 248 | -155 | -1.92% | Q2 2026 | Jul 22, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 7,896 | 343 | 0.02% | 0.08% | 249 | -39,598 | -83.37% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | Reduced | 7,785 | 339 | 0.0% | 0.01% | 250 | -1,797 | -18.75% | Q2 2026 | Aug 04, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,730 | 336 | 0.03% | 0.04% | 251 | -509 | -6.18% | Q2 2026 | Jul 24, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 7,701 | 334 | 0.1% | 0.13% | 252 | -172 | -2.18% | Q2 2026 | Jul 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,339 | 319 | 0.02% | 0.02% | 253 | -59 | -0.8% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | Added to | 7,318 | 318 | 0.0% | 0.0% | 254 | +21 | 0.29% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,185 | 313 | 0.0% | 0.0% | 255 | -5,413 | -42.97% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,165 | 311 | 0.0% | 0.0% | 256 | -355 | -4.72% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,112 | 309 | 0.02% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 7,020 | 305 | 0.04% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 6,900 | 300 | 0.03% | 0.03% | 259 | -6,900 | -50.0% | Q2 2026 | Jul 16, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 6,902 | 300 | 0.04% | 0.05% | 260 | +49 | 0.72% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 6,830 | 297 | 0.0% | 0.0% | 261 | +1,167 | 20.61% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 6,844 | 297 | 0.12% | 0.14% | 262 | +33 | 0.48% | Q2 2026 | Aug 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 6,826 | 296 | 0.11% | 0.12% | 263 | +588 | 9.43% | Q2 2026 | Aug 05, 2026 |
| Investors Research Corp | History | Reduced | 6,796 | 295 | 0.05% | 0.06% | 264 | -711 | -9.47% | Q2 2026 | Jul 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6,775 | 294 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,717 | 289 | 0.02% | 0.02% | 266 | -63 | -0.93% | Q2 2026 | Jul 22, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 6,607 | 287 | 0.15% | 0.15% | 267 | +220 | 3.44% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | Reduced | 6,545 | 284 | 0.0% | 0.0% | 268 | -1,321 | -16.79% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 6,490 | 282 | 0.0% | 0.0% | 269 | +423 | 6.97% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Added to | 6,432 | 279 | 0.0% | 0.0% | 270 | +498 | 8.39% | Q2 2026 | Aug 14, 2026 |
| Beck Bode, LLC | History | Reduced | 6,251 | 271 | 0.04% | 0.05% | 271 | -298 | -4.55% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | New | 6,181 | 270 | 0.01% | — | 272 | +6,181 | New | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,171 | 268 | 0.0% | 0.01% | 273 | -188 | -2.96% | Q2 2026 | Aug 10, 2026 |
| Clark Asset Management, LLC | History | No change | 6,119 | 266 | 0.02% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 5,894 | 256 | 0.04% | 0.05% | 275 | -4 | -0.07% | Q2 2026 | Aug 14, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 5,863 | 255 | 0.1% | 0.14% | 276 | -643 | -9.88% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | New | 5,835 | 253 | 0.0% | — | 277 | +5,835 | New | Q2 2026 | Aug 12, 2026 |
| Manhattan West Asset Management, LLC | History | New | 5,782 | 251 | 0.04% | — | 279 | +5,782 | New | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,781 | 251 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,748 | 250 | 0.0% | 0.0% | 280 | -549 | -8.72% | Q2 2026 | Jul 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 5,766 | 250 | 0.0% | 0.0% | 281 | -19 | -0.33% | Q2 2026 | Jul 14, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 5,636 | 245 | 0.04% | 0.05% | 282 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Avior Wealth Management, LLC | History | No change | 5,595 | 243 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 5,568 | 242 | 0.16% | 0.14% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | New | 5,447 | 236 | 0.0% | — | 285 | +5,447 | New | Q2 2026 | Aug 06, 2026 |
| Inspire Advisors, LLC | History | Added to | 5,405 | 235 | 0.02% | 0.02% | 287 | +18 | 0.33% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,404 | 235 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,330 | 231 | 0.01% | 0.01% | 289 | +407 | 8.27% | Q2 2026 | Jul 31, 2026 |
| Advisors Capital Management, LLC | History | No change | 5,332 | 231 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 5,297 | 230 | 0.01% | 0.66% | 291 | -213,304 | -97.58% | Q2 2026 | Aug 12, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 5,308 | 230 | 0.03% | 0.03% | 290 | +22 | 0.42% | Q2 2026 | Aug 10, 2026 |
| Ardent Capital Management, Inc. | History | Reduced | 5,280 | 229 | 0.1% | 0.11% | 292 | -590 | -10.05% | Q2 2026 | Jul 20, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 5,240 | 227 | 0.06% | 0.07% | 293 | +10 | 0.19% | Q2 2026 | Aug 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 5,173 | 225 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 5,112 | 222 | 0.0% | — | 295 | +5,112 | New | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 5,022 | 218 | 0.01% | 0.01% | 296 | -474 | -8.62% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,942 | 214 | 0.01% | 0.01% | 298 | -6 | -0.12% | Q2 2026 | Jul 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 4,924 | 214 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 4,856 | 211 | 0.04% | 0.06% | 299 | -1,608 | -24.88% | Q2 2026 | Aug 14, 2026 |
| DDD Partners, LLC | History | No change | 4,826 | 209 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |