FIRST TRUST EXCHANGE-TRADED FUND - FBT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | History | Reduced | 3,388,725 | 840,027 | 0.49% | 0.5% | 1 | -126,368 | -3.6% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 545,436 | 135,208 | 0.01% | 0.01% | 2 | +11,236 | 2.1% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 444,334 | 110,145 | 0.02% | 0.02% | 3 | +18,121 | 4.25% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 258,714 | 64,132 | 0.01% | 0.02% | 4 | -36,973 | -12.5% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 221,361 | 54,873 | 0.01% | 0.01% | 5 | +18,484 | 9.11% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 210,355 | 52,145 | 0.01% | 0.01% | 6 | +10,374 | 5.19% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 209,087 | 51,830 | 0.0% | 0.0% | 7 | +8,128 | 4.04% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 205,511 | 50,944 | 0.01% | 0.01% | 8 | +145 | 0.07% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | New | 137,993 | 34,207 | 0.05% | — | 9 | +137,993 | New | Q2 2026 | Aug 12, 2026 |
| Berger Financial Group, Inc | History | Reduced | 102,351 | 25,371 | 1.3% | 1.17% | 10 | -2,051 | -1.96% | Q2 2026 | Aug 04, 2026 |
| Nilsine Partners, LLC | History | Added to | 97,225 | 24,101 | 1.67% | 1.52% | 11 | +2,142 | 2.25% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 91,239 | 22,617 | 0.02% | 0.01% | 12 | +22,258 | 32.27% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 89,200 | 22,111 | 0.02% | 0.01% | 13 | +45,500 | 104.12% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 83,489 | 20,696 | 0.49% | 0.42% | 14 | +9,147 | 12.3% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Reduced | 77,150 | 19,088 | 0.08% | 0.08% | 15 | -1,263 | -1.61% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 75,527 | 18,725 | 0.0% | 0.0% | 16 | +6,134 | 8.84% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 71,809 | 17,800 | 0.2% | 0.2% | 17 | -3,619 | -4.8% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | Added to | 66,638 | 16,518 | 0.18% | 0.06% | 18 | +41,843 | 168.76% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 66,409 | 16,462 | 0.05% | 0.05% | 19 | +3,885 | 6.21% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 63,193 | 15,665 | 0.03% | 0.03% | 20 | -2,072 | -3.17% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 62,403 | 15,469 | 0.0% | 0.01% | 21 | -64,593 | -50.86% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 56,835 | 14,088 | 0.02% | 0.01% | 22 | +2,688 | 4.96% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 54,786 | 13,584 | 0.02% | 0.02% | 23 | +2,061 | 3.91% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | Added to | 49,202 | 12,196 | 0.49% | 0.29% | 24 | +17,582 | 55.6% | Q2 2026 | Aug 10, 2026 |
| NewSquare Capital LLC | History | Added to | 49,037 | 12,155 | 0.9% | 0.71% | 25 | +8,152 | 19.94% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 48,515 | 12,026 | 0.01% | 0.01% | 26 | -17,782 | -26.82% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 47,983 | 11,894 | 0.07% | 0.06% | 27 | -5,036 | -9.5% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 47,342 | 11,796 | 0.03% | 0.02% | 28 | +6,237 | 15.17% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 46,033 | 11,413 | 0.1% | 0.12% | 29 | -12,168 | -20.91% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,526 | 10,542 | 0.02% | 0.03% | 30 | -9,528 | -18.3% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 40,407 | 10,016 | 0.12% | 0.14% | 31 | -1,384 | -3.31% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 31,616 | 7,837 | 0.19% | 0.21% | 32 | -2,220 | -6.56% | Q2 2026 | Jul 31, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 31,591 | 7,831 | 0.01% | 0.01% | 33 | -2,685 | -7.83% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 28,991 | 7,186 | 0.05% | 0.05% | 34 | -195 | -0.67% | Q2 2026 | Sep 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,732 | 7,122 | 0.01% | 0.01% | 35 | +1,346 | 4.91% | Q2 2026 | Jul 29, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 26,821 | 6,648 | 1.48% | 1.43% | 36 | -1,127 | -4.03% | Q2 2026 | Jul 23, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 26,377 | 6,538 | 0.83% | 0.78% | 37 | -737 | -2.72% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,548 | 6,085 | 0.0% | 0.0% | 38 | -23,464 | -48.87% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 24,440 | 6,058 | 0.01% | 0.02% | 39 | -30,777 | -55.74% | Q2 2026 | Jul 30, 2026 |
| World Investment Advisors | History | Reduced | 29,273 | 5,878 | 0.1% | 0.1% | 40 | -461 | -1.55% | Q2 2026 | Aug 13, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 23,110 | 5,728 | 0.59% | 0.56% | 41 | -79 | -0.34% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 20,558 | 5,096 | 0.0% | — | 42 | +20,558 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 20,526 | 5,088 | 0.02% | 0.02% | 43 | -1,765 | -7.92% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,053 | 4,970 | 0.0% | 0.0% | 44 | +255 | 1.29% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,294 | 4,782 | 0.05% | 0.02% | 45 | +9,535 | 97.7% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,282 | 4,774 | 0.0% | 0.0% | 46 | +5,249 | 37.4% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,901 | 3,693 | 0.0% | 0.0% | 47 | +251 | 1.71% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,107 | 3,497 | 0.01% | 0.01% | 48 | -27 | -0.19% | Q2 2026 | Aug 13, 2026 |
| SFI Advisors, LLC | History | Reduced | 13,963 | 3,461 | 2.99% | 2.97% | 49 | -102 | -0.73% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | Reduced | 13,604 | 3,372 | 0.0% | 0.0% | 50 | -163 | -1.18% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Added to | 13,369 | 3,314 | 0.06% | 0.05% | 51 | +279 | 2.13% | Q2 2026 | Jul 20, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 13,152 | 3,260 | 0.52% | 0.53% | 52 | -946 | -6.71% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,213 | 3,016 | 0.0% | 0.0% | 53 | +1,027 | 9.18% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 11,277 | 2,795 | 0.0% | 0.0% | 54 | +5,466 | 94.06% | Q2 2026 | Aug 14, 2026 |
| Holistic Financial Partners | History | Reduced | 11,074 | 2,745 | 1.68% | 1.43% | 55 | -8,145 | -42.38% | Q2 2026 | Jul 23, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 10,948 | 2,713 | 0.71% | 0.7% | 56 | +537 | 5.16% | Q2 2026 | Jul 09, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 10,855 | 2,690 | 0.82% | 0.82% | 57 | -662 | -5.75% | Q2 2026 | Aug 07, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 10,445 | 2,589 | 0.65% | 0.33% | 58 | +4,499 | 75.66% | Q2 2026 | Jul 21, 2026 |
| BROWN ADVISORY INC | History | No change | 10,389 | 2,575 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,704 | 2,405 | 0.0% | 0.01% | 60 | -9,782 | -50.2% | Q2 2026 | Aug 19, 2026 |
| Private Advisor Group, LLC | History | Reduced | 9,558 | 2,369 | 0.01% | 0.01% | 61 | -479 | -4.77% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,367 | 2,322 | 0.01% | 0.01% | 62 | +1,779 | 23.44% | Q2 2026 | Aug 18, 2026 |
| Texas Yale Capital Corp. | History | No change | 9,300 | 2,305 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,062 | 2,261 | 0.0% | 0.0% | 64 | +282 | 3.21% | Q2 2026 | Jul 15, 2026 |
| Ocean Park Asset Management, LLC | History | New | 8,929 | 2,213 | 0.11% | — | 65 | +8,929 | New | Q2 2026 | Jul 09, 2026 |
| Ancora Advisors LLC | History | Reduced | 8,833 | 2,189 | 0.04% | 0.04% | 66 | -308 | -3.37% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 8,799 | 2,181 | 0.13% | 0.12% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 8,782 | 2,176 | 0.78% | 0.69% | 68 | +166 | 1.93% | Q2 2026 | Jul 07, 2026 |
| HRT FINANCIAL LP | History | New | 8,758 | 2,171 | 0.0% | — | 69 | +8,758 | New | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | Added to | 8,700 | 2,156 | 0.0% | 0.0% | 70 | +4,300 | 97.73% | Q2 2026 | Jul 31, 2026 |
| CWM, LLC | History | No change | 10,697 | 2,148 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bluespring Wealth Management, LLC | History | New | 8,642 | 2,142 | 0.04% | — | 72 | +8,642 | New | Q2 2026 | Aug 11, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 8,640 | 2,141 | 0.17% | 0.14% | 73 | +1,962 | 29.38% | Q2 2026 | Aug 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 8,458 | 2,096 | 0.1% | 0.08% | 74 | +961 | 12.82% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,390 | 2,079 | 0.02% | 0.02% | 75 | +100 | 1.21% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,241 | 2,042 | 0.0% | 0.01% | 76 | -4,956 | -37.55% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,964 | 1,974 | 0.0% | 0.0% | 77 | +5,164 | 184.43% | Q2 2026 | Sep 02, 2026 |
| Ethos Financial Group, LLC | History | New | 7,802 | 1,954 | 0.13% | — | 78 | +7,802 | New | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Reduced | 7,625 | 1,890 | 0.01% | 0.01% | 79 | -381 | -4.76% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 7,443 | 1,845 | 0.76% | 0.72% | 80 | -10 | -0.13% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,120 | 1,764 | 0.04% | 0.04% | 81 | -9 | -0.13% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,935 | 1,719 | 0.01% | 0.01% | 82 | +75 | 1.09% | Q2 2026 | Jul 17, 2026 |
| Wealthspire Retirement, LLC | History | New | 6,725 | 1,667 | 0.09% | — | 83 | +6,725 | New | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,971 | 1,488 | 0.07% | 0.07% | 84 | -93 | -1.53% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,614 | 1,391 | 0.02% | 0.02% | 85 | -1,376 | -19.69% | Q2 2026 | Aug 12, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 5,566 | 1,379 | 0.16% | 0.15% | 86 | -123 | -2.16% | Q2 2026 | Jul 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,289 | 1,311 | 0.02% | 0.02% | 87 | -190 | -3.47% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 5,288 | 1,310 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 5,177 | 1,283 | 0.33% | 0.21% | 89 | +1,548 | 42.66% | Q2 2026 | Jul 14, 2026 |
| Stablepoint Partners, LLC | History | Added to | 5,139 | 1,273 | 0.18% | 0.15% | 90 | +210 | 4.26% | Q2 2026 | Jul 09, 2026 |
| BlackRock, Inc. | History | Added to | 5,069 | 1,256 | 0.0% | 0.0% | 91 | +654 | 14.81% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,984 | 1,235 | 0.01% | 0.01% | 92 | -5,972 | -54.51% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,912 | 1,217 | 0.04% | 0.04% | 93 | +150 | 3.15% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 4,871 | 1,207 | 0.02% | 0.01% | 94 | +2,976 | 157.04% | Q2 2026 | Jul 15, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 4,850 | 1,202 | 0.36% | 0.34% | 95 | +59 | 1.23% | Q2 2026 | Jul 16, 2026 |
| Signal Advisors Wealth, LLC | History | New | 4,800 | 1,189 | 0.06% | — | 96 | +4,800 | New | Q2 2026 | Aug 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,773 | 1,183 | 0.06% | 0.06% | 97 | -4 | -0.08% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | Added to | 4,737 | 1,174 | 0.0% | 0.0% | 98 | +589 | 14.2% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 4,572 | 1,133 | 0.01% | 0.02% | 99 | -3,869 | -45.84% | Q2 2026 | Aug 10, 2026 |
| GoalVest Advisory LLC | History | No change | 4,483 | 1,111 | 0.21% | 0.18% | 100 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 4,483 | 1,111 | 0.57% | 0.54% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,247 | 1,052 | 0.03% | 0.01% | 102 | +3,052 | 255.4% | Q2 2026 | Jul 07, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 4,212 | 1,044 | 0.44% | 0.38% | 103 | +171 | 4.23% | Q2 2026 | Aug 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 4,177 | 1,035 | 0.12% | 0.09% | 104 | +490 | 13.29% | Q2 2026 | Aug 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 4,138 | 1,025 | 0.03% | 0.02% | 105 | -16 | -0.39% | Q2 2026 | Jul 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 4,126 | 1,022 | 0.01% | 0.01% | 106 | -149 | -3.49% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | New | 4,016 | 995 | 0.0% | — | 107 | +4,016 | New | Q2 2026 | Aug 27, 2026 |
| PKS Advisory Services, LLC | History | Added to | 4,002 | 991 | 0.16% | 0.1% | 108 | +1,774 | 79.62% | Q2 2026 | Aug 04, 2026 |
| CPR Investments Inc. | History | Added to | 3,962 | 982 | 0.76% | 0.14% | 110 | +2,894 | 270.97% | Q2 2026 | Jul 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 3,965 | 982 | 0.0% | 0.0% | 109 | +601 | 17.87% | Q2 2026 | Aug 13, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 3,951 | 979 | 0.3% | 0.41% | 111 | -941 | -19.24% | Q2 2026 | Aug 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,865 | 958 | 0.01% | 0.01% | 112 | -319 | -7.62% | Q2 2026 | Jul 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,761 | 932 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 3,721 | 922 | 0.17% | 0.11% | 114 | +1,161 | 45.35% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,703 | 917 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1ST SOURCE BANK | History | No change | 3,674 | 910 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 3,649 | 904 | 0.27% | 0.27% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gimbal Financial | History | New | 3,593 | 890 | 0.55% | — | 119 | +3,593 | New | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | Reduced | 3,593 | 890 | 0.0% | 0.0% | 118 | -586 | -14.02% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,580 | 887 | 0.0% | 0.0% | 120 | +1,039 | 40.89% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,498 | 867 | 0.03% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 3,466 | 859 | 0.11% | 0.12% | 122 | -106 | -2.97% | Q2 2026 | Aug 11, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 3,449 | 854 | 0.55% | 0.49% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 3,429 | 849 | 0.05% | 0.04% | 124 | -130 | -3.65% | Q2 2026 | Jul 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 3,342 | 828 | 0.02% | 0.02% | 125 | -27 | -0.8% | Q2 2026 | Aug 10, 2026 |
| Essential Investment Partners LLC | History | No change | 3,316 | 822 | 0.66% | 0.62% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,292 | 816 | 0.05% | 0.05% | 127 | +191 | 6.16% | Q2 2026 | Jul 08, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,244 | 804 | 0.05% | 0.15% | 128 | -16,410 | -83.49% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 3,238 | 803 | 0.01% | 0.03% | 129 | -6,331 | -66.16% | Q2 2026 | Jul 15, 2026 |
| IFG Advisory, LLC | History | New | 3,200 | 793 | 0.03% | — | 130 | +3,200 | New | Q2 2026 | Aug 13, 2026 |
| Oder Investment Management, LLC | History | No change | 3,164 | 784 | 0.53% | 0.49% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Realta Investment Advisors | History | Added to | 3,160 | 783 | 0.24% | 0.22% | 132 | +4 | 0.13% | Q2 2026 | Jul 20, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 3,151 | 781 | 0.12% | 0.12% | 133 | -293 | -8.51% | Q2 2026 | Jul 16, 2026 |
| HFG Advisors, Inc. | History | Added to | 3,148 | 780 | 0.49% | 0.44% | 134 | +20 | 0.64% | Q2 2026 | Aug 07, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 3,031 | 751 | 0.41% | 0.47% | 135 | -67 | -2.16% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 3,028 | 750 | 0.02% | 0.02% | 136 | +315 | 11.61% | Q2 2026 | Jul 31, 2026 |
| Englebert Financial Advisers, LLC | History | Reduced | 2,975 | 737 | 0.73% | 0.68% | 137 | -24 | -0.8% | Q2 2026 | Jul 22, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 2,931 | 726 | 0.03% | 0.03% | 138 | -150 | -4.87% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,840 | 703 | 0.02% | 0.02% | 139 | -80 | -2.74% | Q2 2026 | Jul 27, 2026 |
| Tudor Financial Inc. | History | Reduced | 2,829 | 701 | 0.32% | 0.35% | 140 | -573 | -16.84% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,805 | 695 | 0.03% | 0.03% | 141 | -71 | -2.47% | Q2 2026 | Jul 20, 2026 |
| APS Management Group, Inc. | History | Added to | 2,778 | 688 | 0.53% | 0.45% | 142 | +134 | 5.07% | Q2 2026 | Jul 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 2,751 | 682 | 0.03% | 0.03% | 143 | -173 | -5.92% | Q2 2026 | Jul 24, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | No change | 3,376 | 677 | 0.14% | 0.14% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,719 | 674 | 0.06% | 0.06% | 145 | +68 | 2.57% | Q2 2026 | Jul 16, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 2,705 | 670 | 0.17% | 0.15% | 146 | +47 | 1.77% | Q2 2026 | Aug 11, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 2,685 | 665 | 0.18% | 0.18% | 147 | +100 | 3.87% | Q2 2026 | Aug 06, 2026 |
| BIP Wealth, LLC | History | Reduced | 2,673 | 662 | 0.02% | 0.07% | 148 | -5,701 | -68.08% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 2,614 | 647 | 0.01% | — | 149 | +2,614 | New | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,614 | 647 | 0.01% | — | 150 | +2,614 | New | Q2 2026 | Aug 12, 2026 |
| Maia Wealth LLC | History | Reduced | 2,598 | 644 | 0.09% | 0.1% | 151 | -314 | -10.78% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 2,470 | 612 | 0.0% | 0.0% | 152 | +179 | 7.81% | Q2 2026 | Aug 13, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 2,456 | 608 | 0.16% | 0.2% | 153 | -850 | -25.71% | Q2 2026 | Jul 29, 2026 |
| Regal Investment Advisors LLC | History | New | 2,445 | 606 | 0.03% | — | 154 | +2,445 | New | Q2 2026 | Aug 14, 2026 |
| Diversified Enterprises, LLC | History | No change | 2,417 | 599 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,395 | 593 | 0.01% | 0.01% | 156 | -74 | -3.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,369 | 587 | 0.0% | 0.0% | 157 | -126 | -5.05% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 2,361 | 585 | 0.01% | 0.01% | 158 | -203 | -7.92% | Q2 2026 | Jul 15, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,323 | 575 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,319 | 574 | 0.0% | 0.01% | 160 | -2,325 | -50.06% | Q2 2026 | Jul 20, 2026 |
| TritonPoint Partners, LLC | History | New | 2,280 | 565 | 0.05% | — | 162 | +2,280 | New | Q2 2026 | Aug 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 2,280 | 565 | 0.06% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | New | 2,182 | 540 | 0.01% | — | 163 | +2,182 | New | Q2 2026 | Aug 18, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 2,658 | 533 | 0.15% | 0.15% | 164 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,142 | 531 | 0.03% | 0.03% | 165 | -35 | -1.61% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 2,037 | 504 | 0.0% | 0.0% | 166 | -7 | -0.34% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,017 | 499 | 0.01% | 0.01% | 167 | +175 | 9.5% | Q2 2026 | Aug 10, 2026 |
| American Financial Advisors, LLC | History | Reduced | 1,996 | 494 | 0.06% | 0.05% | 168 | -17 | -0.84% | Q2 2026 | Jul 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 1,982 | 491 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,965 | 487 | 0.0% | 0.0% | 170 | -273 | -12.2% | Q2 2026 | Jul 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 1,902 | 471 | 0.11% | 0.1% | 171 | -28 | -1.45% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 1,892 | 468 | 0.01% | 0.01% | 172 | -45 | -2.32% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,859 | 460 | 0.0% | 0.0% | 173 | +217 | 13.22% | Q2 2026 | Aug 06, 2026 |
| Torrey Growth & Income Advisors | History | New | 1,850 | 459 | 0.16% | — | 174 | +1,850 | New | Q2 2026 | Jul 27, 2026 |
| Formidable Asset Management, LLC | History | Added to | 2,278 | 457 | 0.07% | 0.05% | 175 | +589 | 34.87% | Q2 2026 | Jul 17, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,826 | 452 | 0.05% | 0.04% | 176 | +315 | 20.85% | Q2 2026 | Jul 31, 2026 |
| WealthBridge Capital Management, LLC | History | New | 1,766 | 437 | 0.09% | — | 177 | +1,766 | New | Q2 2026 | Jul 24, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 1,738 | 430 | 0.06% | 0.05% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TSFG, LLC | History | Added to | 1,716 | 425 | 0.05% | 0.04% | 179 | +525 | 44.08% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | New | 1,677 | 415 | 0.0% | — | 180 | +1,677 | New | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 1,662 | 412 | 0.0% | — | 181 | +1,662 | New | Q2 2026 | Aug 14, 2026 |
| EdgeRock Capital LLC | History | Reduced | 1,661 | 411 | 0.09% | 0.09% | 182 | -39 | -2.29% | Q2 2026 | Jul 24, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 1,662 | 411 | 0.03% | 0.03% | 183 | -25 | -1.48% | Q2 2026 | Jul 20, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,625 | 402 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Claro Advisors Inc. | History | New | 1,616 | 400 | 0.04% | — | 185 | +1,616 | New | Q2 2026 | Jul 30, 2026 |
| TBH Global Asset Management, LLC | History | New | 1,610 | 399 | 0.07% | — | 186 | +1,610 | New | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 1,529 | 379 | 0.01% | 0.02% | 187 | -588 | -27.78% | Q2 2026 | Jul 17, 2026 |
| Shepherd Financial Partners LLC | History | No change | 1,532 | 379 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingstone Capital Partners Texas, LLC | History | No change | 1,520 | 376 | 0.2% | 0.19% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 1,512 | 374 | 0.18% | 0.16% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 1,503 | 372 | 0.29% | 0.25% | 191 | +120 | 8.68% | Q2 2026 | Jul 24, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,494 | 370 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nvest Financial, LLC | History | New | 1,488 | 368 | 0.12% | — | 193 | +1,488 | New | Q2 2026 | Jul 30, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 1,472 | 364 | 0.09% | 0.08% | 194 | -3 | -0.2% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | New | 1,458 | 361 | 0.01% | — | 195 | +1,458 | New | Q2 2026 | Aug 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 1,440 | 356 | 0.03% | 0.04% | 196 | -259 | -15.24% | Q2 2026 | Jul 28, 2026 |
| Jacobi Capital Management LLC | History | No change | 1,399 | 346 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,340 | 332 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | New | 1,324 | 328 | 0.02% | — | 199 | +1,324 | New | Q2 2026 | Jul 06, 2026 |
| Van Diest Capital, LLC | History | New | 1,308 | 324 | 0.29% | — | 200 | +1,308 | New | Q2 2026 | Aug 04, 2026 |
| HF Advisory Group, LLC | History | Added to | 1,270 | 314 | 0.1% | 0.08% | 201 | +60 | 4.96% | Q2 2026 | Jul 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,209 | 299 | 0.0% | 0.0% | 202 | -9 | -0.74% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | Added to | 1,194 | 295 | 0.06% | 0.06% | 203 | +44 | 3.83% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,186 | 293 | 0.0% | 0.0% | 204 | -220 | -15.65% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,179 | 292 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | Reduced | 1,173 | 290 | 0.0% | 0.0% | 206 | -152 | -11.47% | Q2 2026 | Aug 13, 2026 |
| RDA Financial Network | History | Reduced | 1,143 | 283 | 0.06% | 0.06% | 207 | -38 | -3.22% | Q2 2026 | Jul 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 1,133 | 280 | 0.03% | 0.03% | 208 | +3 | 0.27% | Q2 2026 | Aug 11, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 1,141 | 279 | 0.15% | 0.14% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Investment Management, LLC | History | New | 1,121 | 277 | 0.01% | — | 210 | +1,121 | New | Q2 2026 | Aug 05, 2026 |
| NOVEM GROUP | History | Added to | 1,111 | 275 | 0.03% | 0.02% | 211 | +33 | 3.06% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,082 | 269 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | No change | 1,074 | 266 | 0.15% | 0.13% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 1,067 | 264 | 0.27% | — | 216 | +1,067 | New | Q2 2026 | Jul 08, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 1,067 | 264 | 0.07% | 0.07% | 214 | +11 | 1.04% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 1,065 | 264 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMERCE BANK | History | No change | 1,040 | 257 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 1,029 | 255 | 0.07% | 0.06% | 218 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 1,026 | 254 | 0.15% | 0.12% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,007 | 249 | 0.09% | 0.01% | 220 | +924 | 1113.25% | Q2 2026 | Jul 08, 2026 |
| Sather Financial Group Inc | History | No change | 1,000 | 247 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strid Group, LLC | History | No change | 1,000 | 247 | 0.03% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Resonant Capital Advisors, LLC | History | New | 975 | 241 | 0.01% | — | 223 | +975 | New | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | New | 959 | 237 | 0.0% | — | 224 | +959 | New | Q2 2026 | Jul 31, 2026 |
| Oxbow Advisors, LLC | History | New | 955 | 236 | 0.02% | — | 225 | +955 | New | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Reduced | 945 | 234 | 0.0% | 0.01% | 226 | -71 | -6.99% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 940 | 233 | 0.01% | 0.09% | 227 | -17,040 | -94.77% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | Reduced | 941 | 233 | 0.0% | 0.01% | 228 | -678 | -41.88% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 936 | 232 | 0.04% | 0.04% | 229 | -18 | -1.89% | Q2 2026 | Aug 04, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | New | 929 | 230 | 0.04% | — | 230 | +929 | New | Q2 2026 | Aug 04, 2026 |
| WELCH & FORBES LLC | History | New | 923 | 228 | 0.0% | — | 231 | +923 | New | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 917 | 227 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 905 | 224 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 891 | 220 | 0.0% | — | 234 | +891 | New | Q2 2026 | Jul 09, 2026 |
| Resolute Wealth Strategies, LLC | History | New | 889 | 220 | 0.09% | — | 235 | +889 | New | Q2 2026 | Aug 12, 2026 |
| Vigilare Wealth Management | History | New | 885 | 219 | 0.07% | — | 236 | +885 | New | Q2 2026 | Jul 06, 2026 |
| Everest Financial Group LLC | History | New | 871 | 215 | 0.03% | — | 238 | +871 | New | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 869 | 215 | 0.01% | 0.01% | 237 | -136 | -13.53% | Q2 2026 | Jul 28, 2026 |
| TRUEFG, LLC | History | New | 863 | 213 | 0.05% | — | 239 | +863 | New | Q2 2026 | Jul 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 857 | 212 | 0.0% | — | 241 | +857 | New | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 858 | 212 | 0.01% | 0.01% | 240 | -20 | -2.28% | Q2 2026 | Jul 21, 2026 |
| Trueblood Wealth Management, LLC | History | New | 840 | 208 | 0.07% | — | 242 | +840 | New | Q2 2026 | Jul 27, 2026 |
| Kapstone Financial Advisors LLC | History | New | 834 | 206 | 0.09% | — | 243 | +834 | New | Q2 2026 | Aug 07, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | New | 831 | 205 | 0.12% | — | 245 | +831 | New | Q2 2026 | Jul 15, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 830 | 205 | 0.08% | — | 244 | +830 | New | Q2 2026 | Jul 30, 2026 |
| Objective Capital Management, LLC | History | New | 815 | 202 | 0.18% | — | 246 | +815 | New | Q2 2026 | Jul 20, 2026 |
| Institute for Wealth Management, LLC. | History | New | 730 | 180 | 0.02% | — | 248 | +730 | New | Q2 2026 | Jul 28, 2026 |
| CX Institutional | History | Reduced | 724 | 180 | 0.01% | 0.01% | 247 | -193 | -21.05% | Q2 2026 | Jul 01, 2026 |
| Global Retirement Partners, LLC | History | New | 675 | 167 | 0.0% | — | 249 | +675 | New | Q2 2026 | Aug 06, 2026 |
| Vanguard National Trust Co | History | No change | 661 | 163 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 615 | 152 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 588 | 145 | 0.02% | — | 252 | +588 | New | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 534 | 132 | 0.0% | 0.0% | 253 | +4 | 0.75% | Q2 2026 | Aug 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 515 | 127 | 0.07% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCF Advisors LLC | History | Added to | 489 | 121 | 0.0% | 0.0% | 255 | +369 | 307.5% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 460 | 114 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 413 | 102 | 0.0% | 0.0% | 257 | +138 | 50.18% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 354 | 87 | 0.0% | 0.0% | 258 | -43 | -10.83% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 347 | 86 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 341 | 84 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RMG Wealth Management LLC | History | Added to | 298 | 77 | 0.01% | 0.01% | 261 | +40 | 15.5% | Q2 2026 | Aug 13, 2026 |
| Kroeger Financial Partners | History | New | 297 | 73 | 0.07% | — | 264 | +297 | New | Q2 2026 | Jul 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 296 | 73 | 0.0% | 0.0% | 262 | -36 | -10.84% | Q2 2026 | Jul 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 295 | 73 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 272 | 67 | 0.0% | 0.0% | 265 | -40 | -12.82% | Q2 2026 | Jul 23, 2026 |
| Synergy Investment Management, LLC | History | No change | 273 | 67 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 333 | 66 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | No change | 243 | 60 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEBSTER BANK, N. A. | History | No change | 238 | 58 | 0.01% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 235 | 58 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Analysts, LLC | History | Added to | 227 | 56 | 0.0% | 0.0% | 271 | +64 | 39.26% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 211 | 52 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 201 | 50 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 205 | 50 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Bank of Kentucky | History | No change | 200 | 49 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 195 | 48 | 0.0% | 0.0% | 276 | -620 | -76.07% | Q2 2026 | Jul 29, 2026 |
| Wagner Wealth Management, LLC | History | No change | 177 | 43 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Center for Financial Planning, Inc. | History | No change | 175 | 43 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 169 | 41 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Park Square Financial Group, LLC | History | No change | 166 | 41 | 0.37% | 0.25% | 280 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Eukles Asset Management | History | No change | 162 | 40 | 0.02% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 153 | 37 | 0.0% | 0.0% | 282 | -29 | -15.93% | Q2 2026 | Aug 05, 2026 |
| Hickory Point Bank & Trust | History | No change | 150 | 37 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 146 | 36 | 0.0% | 0.01% | 284 | -350 | -70.56% | Q2 2026 | Jul 28, 2026 |
| Financial Perspectives, Inc | History | No change | 148 | 36 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 145 | 35 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Continuum Advisory, LLC | History | New | 140 | 34 | 0.0% | — | 288 | +140 | New | Q2 2026 | Aug 06, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 138 | 34 | 0.05% | — | 289 | +138 | New | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 140 | 34 | 0.0% | 0.0% | 287 | -62 | -30.69% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 136 | 33 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| High Point Wealth Management, LLC | History | No change | 128 | 31 | 0.03% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 125 | 30 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mechanics Financial Corp | History | No change | 122 | 30 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 125 | 30 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TORONTO DOMINION BANK | History | New | 107 | 26 | 0.0% | — | 295 | +107 | New | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 104 | 25 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 99 | 24 | 0.0% | 0.0% | 297 | +35 | 54.69% | Q2 2026 | Aug 12, 2026 |
| Mascoma Wealth Management LLC | History | No change | 98 | 24 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 100 | 24 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 97 | 23 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |