FIRST TRUST EXCHANGE-TRADED FUND - FDL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 15,926,005 | 774,959 | 0.17% | 0.17% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 8,894,688 | 432,815 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 5,636,574 | 276,512 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,083,870 | 247,381 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,243,922 | 157,849 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,577,601 | 125,426 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 2,550,535 | 124,109 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,473,676 | 120,369 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,468,862 | 120,134 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,255,769 | 109,765 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,713,342 | 84,981 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,732,826 | 84,325 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 1,728,408 | 84,104 | 3.41% | 3.41% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,524,238 | 74,169 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,281,357 | 62,351 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,213,621 | 59,054 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 997,443 | 48,535 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockport Wealth LLC | History | No change | 982,928 | 47,829 | 8.03% | 8.03% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 969,772 | 47,189 | 0.22% | 0.22% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 904,402 | 44,008 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 725,028 | 35,279 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 645,928 | 31,431 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUE Private Wealth Advisors | History | No change | 627,429 | 30,530 | 2.63% | 2.63% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 581,274 | 28,284 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Southland Equity Partners LLC | History | No change | 561,017 | 27,299 | 4.78% | 4.78% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 553,057 | 26,911 | 0.3% | 0.3% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 543,349 | 26,439 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 477,704 | 23,245 | 2.11% | 2.11% | 28 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 471,992 | 22,971 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 464,193 | 22,587 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 456,188 | 22,198 | 0.3% | 0.3% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 430,333 | 20,940 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 422,375 | 20,552 | 0.25% | 0.25% | 33 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HighTower Advisors, LLC | History | No change | 385,538 | 18,760 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | No change | 384,975 | 18,732 | 0.29% | 0.29% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 364,025 | 17,713 | 0.17% | 0.17% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 339,897 | 16,539 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 314,308 | 15,294 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HC Advisors, LLC | History | No change | 301,517 | 14,671 | 8.91% | 8.91% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 295,698 | 14,388 | 2.56% | 2.56% | 40 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Center for Wealth Management Advisory | History | No change | 289,599 | 14,091 | 8.85% | 8.85% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 281,475 | 13,696 | 0.53% | 0.53% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 271,318 | 13,202 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 268,982 | 13,081 | 0.6% | 0.6% | 44 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 263,650 | 12,829 | 1.64% | 1.64% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hobart Private Capital, LLC | History | No change | 261,661 | 12,732 | 2.18% | 2.18% | 46 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 249,536 | 12,317 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Next Level Private LLC | History | No change | 251,170 | 12,221 | 2.39% | 2.39% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 245,466 | 11,944 | 6.97% | 6.97% | 49 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Keeler Thomas Management LLC | History | No change | 244,574 | 11,900 | 4.22% | 4.22% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 236,123 | 11,489 | 1.53% | 1.53% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Goldstone Financial Group, LLC | History | No change | 219,270 | 10,669 | 0.98% | 0.98% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 216,768 | 10,547 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 204,448 | 9,940 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 201,438 | 9,801 | 2.83% | 2.83% | 55 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | No change | 192,847 | 9,383 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 192,482 | 9,366 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 180,846 | 8,799 | 0.15% | 0.15% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 179,430 | 8,731 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Financial Services Inc | History | No change | 173,592 | 8,446 | 3.16% | 3.16% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 171,576 | 8,348 | 0.54% | 0.54% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 169,188 | 8,232 | 3.19% | 3.19% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Randall & Associates Wealth Management | History | No change | 163,745 | 7,967 | 4.93% | 4.93% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 163,113 | 7,937 | 3.01% | 3.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Leelyn Smith, LLC | History | No change | 162,596 | 7,911 | 0.96% | 0.96% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investors Research Corp | History | Added to | 160,279 | 7,871 | 1.38% | 1.32% | 66 | +8,310 | 5.47% | Q3 2026 | Oct 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 158,678 | 7,721 | 0.38% | 0.38% | 67 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 157,158 | 7,647 | 1.23% | 1.23% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 152,997 | 7,444 | 0.28% | 0.28% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 148,852 | 7,243 | 0.19% | 0.19% | 70 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 141,846 | 6,966 | 0.05% | 0.05% | 71 | +304 | 0.21% | Q3 2026 | Oct 08, 2026 |
| Sigma Planning Corp | History | No change | 138,389 | 6,734 | 0.17% | 0.17% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 137,125 | 6,708 | 0.4% | 0.4% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Harvest Investment Services, LLC | History | No change | 136,135 | 6,624 | 1.02% | 1.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 131,294 | 6,388 | 0.19% | 0.19% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 131,010 | 6,374 | 5.08% | 5.08% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | No change | 130,595 | 6,354 | 0.15% | 0.15% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 128,242 | 6,240 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 125,203 | 6,235 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 127,637 | 6,210 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 123,207 | 6,141 | 0.41% | 0.41% | 81 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Oxford Wealth Group, LLC | History | No change | 124,182 | 6,042 | 2.7% | 2.7% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 123,636 | 6,016 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 123,197 | 5,994 | 1.21% | 1.21% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HFG Advisors, Inc. | History | No change | 123,145 | 5,992 | 3.74% | 3.74% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 121,926 | 5,932 | 1.67% | 1.67% | 86 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 121,152 | 5,895 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 118,984 | 5,789 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Snowden Capital Advisors LLC | History | No change | 118,979 | 5,789 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maia Wealth LLC | History | No change | 118,158 | 5,749 | 0.85% | 0.85% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 115,717 | 5,630 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 115,430 | 5,616 | 3.09% | 3.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| One Capital Management, LLC | History | No change | 109,559 | 5,565 | 0.15% | 0.15% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 111,759 | 5,438 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 111,366 | 5,420 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 104,257 | 5,073 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 103,960 | 5,059 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset One Wealth Management LLC | History | No change | 99,766 | 4,991 | 0.53% | 0.53% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 101,832 | 4,955 | 0.11% | 0.11% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 100,897 | 4,926 | 2.12% | 2.12% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 96,186 | 4,723 | 3.97% | 3.96% | 101 | +1,293 | 1.36% | Q3 2026 | Oct 08, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 96,794 | 4,709 | 0.91% | 0.91% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 96,382 | 4,689 | 0.28% | 0.28% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 96,334 | 4,687 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 94,673 | 4,606 | 1.27% | 1.27% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 89,428 | 4,351 | 0.46% | 0.46% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 88,772 | 4,319 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| World Investment Advisors | History | No change | 83,258 | 4,226 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 84,600 | 4,116 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PMG Wealth Management, Inc. | History | No change | 84,453 | 4,109 | 2.54% | 2.54% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Alpha, LLC | History | No change | 83,486 | 4,062 | 0.1% | 0.1% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 82,714 | 4,024 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 82,654 | 4,021 | 3.19% | 3.19% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 81,719 | 3,976 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 80,665 | 3,925 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 77,433 | 3,767 | 0.84% | 0.84% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OPPENHEIMER & CO INC | History | No change | 76,334 | 3,714 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROI Financial Advisors, LLC | History | No change | 72,824 | 3,543 | 1.83% | 1.83% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 72,191 | 3,531 | 0.29% | 0.29% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 70,236 | 3,417 | 0.68% | 0.68% | 120 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Financial Advisory LLC | History | No change | 68,171 | 3,317 | 0.65% | 0.65% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 66,380 | 3,230 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 66,091 | 3,215 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 65,909 | 3,207 | 0.18% | 0.18% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 64,370 | 3,132 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| DAVENPORT & Co LLC | History | No change | 63,949 | 3,111 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 61,736 | 3,004 | 0.14% | 0.14% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 61,402 | 2,987 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Forge Financial Services LLC | History | No change | 61,258 | 2,980 | 0.26% | 0.26% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 60,260 | 2,932 | 1.02% | 1.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 57,411 | 2,793 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 57,203 | 2,783 | 1.17% | 1.17% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 56,522 | 2,750 | 1.14% | 1.14% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 56,372 | 2,743 | 0.25% | 0.25% | 134 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 55,960 | 2,722 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 55,193 | 2,685 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 54,270 | 2,640 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 54,142 | 2,634 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 54,138 | 2,634 | 0.7% | 0.7% | 139 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | No change | 53,828 | 2,619 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ipsen Advisor Group LLC | History | No change | 53,745 | 2,615 | 1.68% | 1.68% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 52,602 | 2,559 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 52,261 | 2,543 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 51,258 | 2,517 | 0.07% | 0.07% | 144 | -468 | -0.9% | Q3 2026 | Oct 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 50,619 | 2,463 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 50,580 | 2,461 | 0.16% | 0.16% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sargent Investment Group, LLC | History | No change | 50,077 | 2,436 | 0.29% | 0.29% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 49,613 | 2,414 | 0.44% | 0.44% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | No change | 48,701 | 2,369 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 47,410 | 2,306 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Moors & Cabot, Inc. | History | No change | 47,282 | 2,300 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | No change | 45,436 | 2,210 | 0.07% | 0.07% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 45,112 | 2,195 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 44,073 | 2,144 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | Reduced | 43,119 | 2,117 | 0.33% | 0.47% | 155 | -11,392 | -20.9% | Q3 2026 | Oct 09, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 42,538 | 2,069 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 42,434 | 2,064 | 0.74% | 0.74% | 157 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Santori & Peters, Inc. | History | No change | 41,965 | 2,042 | 0.58% | 0.58% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wagner Wealth Management, Corp | History | No change | 41,729 | 2,030 | 1.64% | 1.64% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 40,853 | 1,988 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 13,595 | 1,953 | 0.13% | 0.13% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFS Group,LLC | History | No change | 39,848 | 1,938 | 2.66% | 2.66% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valued Retirements, Inc. | History | No change | 39,641 | 1,928 | 1.73% | 1.73% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 39,229 | 1,908 | 1.18% | 1.18% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 38,820 | 1,888 | 0.81% | 0.81% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 37,576 | 1,828 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 37,431 | 1,821 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 37,124 | 1,806 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 37,020 | 1,801 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 36,972 | 1,799 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 36,772 | 1,789 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 36,648 | 1,783 | 0.14% | 0.14% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 36,619 | 1,781 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 36,256 | 1,764 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 36,023 | 1,752 | 0.49% | 0.49% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 34,388 | 1,673 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 34,134 | 1,660 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 33,457 | 1,628 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 32,993 | 1,605 | 0.11% | 0.11% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 32,493 | 1,581 | 0.54% | 0.54% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 31,821 | 1,548 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 31,729 | 1,543 | 0.42% | 0.42% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Analysts, LLC | History | No change | 31,640 | 1,539 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 31,500 | 1,532 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 30,782 | 1,497 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 30,544 | 1,486 | 0.26% | 0.26% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 29,689 | 1,444 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 29,575 | 1,439 | 0.41% | 0.41% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 28,981 | 1,430 | 0.08% | 0.08% | 189 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Neumann Capital Management, LLC | History | No change | 29,150 | 1,418 | 0.94% | 0.94% | 190 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 28,895 | 1,406 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Planning Group, LLC | History | No change | 28,856 | 1,404 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 28,359 | 1,379 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 26,008 | 1,338 | 0.13% | 0.13% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 27,371 | 1,331 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 26,970 | 1,324 | 0.09% | 0.12% | 196 | -12,362 | -31.43% | Q3 2026 | Oct 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 27,147 | 1,320 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maridea Wealth Management LLC | History | No change | 26,585 | 1,293 | 0.14% | 0.14% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 26,105 | 1,270 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 26,100 | 1,270 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 25,716 | 1,251 | 0.42% | 0.42% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 25,590 | 1,245 | 0.17% | 0.17% | 202 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 25,603 | 1,245 | 0.2% | 0.2% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PKS Advisory Services, LLC | History | No change | 25,409 | 1,236 | 0.2% | 0.2% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversified Enterprises, LLC | History | No change | 25,402 | 1,236 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Altus Wealth Group LLC | History | No change | 25,302 | 1,231 | 0.44% | 0.44% | 206 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 24,909 | 1,212 | 0.11% | 0.11% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 24,519 | 1,193 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 24,323 | 1,183 | 0.1% | 0.1% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Bank | History | No change | 24,302 | 1,182 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | No change | 22,853 | 1,112 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Capital Advisors LLC | History | No change | 22,680 | 1,103 | 0.21% | 0.21% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 22,632 | 1,101 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Archford Capital Strategies, LLC | History | No change | 22,355 | 1,087 | 0.11% | 0.11% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Basepoint Wealth LLC | History | No change | 21,272 | 1,035 | 0.59% | 0.59% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 20,985 | 1,030 | 0.25% | 0.24% | 216 | +310 | 1.5% | Q3 2026 | Oct 09, 2026 |
| SMITH, MOORE & CO. | History | No change | 20,978 | 1,020 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 20,903 | 1,017 | 0.15% | 0.15% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NWAM LLC | History | No change | 20,700 | 1,007 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 20,709 | 1,007 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | No change | 19,599 | 995 | 0.16% | 0.16% | 221 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 20,455 | 995 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | No change | 20,397 | 993 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 20,327 | 989 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 20,255 | 985 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KPP Advisory Services LLC | History | No change | 20,118 | 978 | 0.12% | 0.12% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 19,893 | 967 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Crumly & Associates Inc. | History | Reduced | 19,524 | 958 | 0.17% | 0.18% | 228 | -123 | -0.63% | Q3 2026 | Oct 07, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 19,620 | 954 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kovack Advisors, Inc. | History | No change | 19,442 | 949 | 0.05% | 0.05% | 230 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MSH Capital Advisors LLC | History | No change | 19,287 | 938 | 0.16% | 0.16% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 18,817 | 915 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 18,699 | 909 | 0.42% | 0.42% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 18,660 | 907 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWM ADVISORS, LLC | History | No change | 18,361 | 893 | 0.7% | 0.7% | 235 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Intrua Financial, LLC | History | No change | 17,617 | 857 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 17,243 | 839 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 17,191 | 836 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XTX Topco Ltd | History | No change | 17,156 | 834 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Bank | History | No change | 17,106 | 832 | 0.25% | 0.25% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| tru Independence LLC | History | No change | 17,084 | 831 | 0.36% | 0.36% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 17,000 | 827 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | History | No change | 16,932 | 823 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Linscomb Wealth, Inc. | History | No change | 16,881 | 821 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighPoint Advisor Group LLC | History | No change | 16,693 | 812 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 16,702 | 812 | 0.28% | 0.28% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 15,785 | 768 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Finward Bancorp | History | No change | 15,656 | 761 | 0.58% | 0.58% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Partners Wealth | History | No change | 15,513 | 754 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 15,388 | 748 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 15,038 | 731 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 14,793 | 719 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,748 | 717 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Park Square Financial Group, LLC | History | No change | 14,667 | 713 | 6.44% | 6.44% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,625 | 711 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,585 | 709 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Entruity Wealth, LLC | History | No change | 14,570 | 708 | 0.46% | 0.46% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 14,376 | 699 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | No change | 14,147 | 688 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XML Financial, LLC | History | No change | 14,091 | 685 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,932 | 684 | 0.02% | 0.02% | 261 | -135 | -0.96% | Q3 2026 | Oct 08, 2026 |
| Accel Wealth Management | History | No change | 13,994 | 680 | 0.15% | 0.15% | 262 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Weaver Consulting Group | History | No change | 13,771 | 676 | 0.13% | 0.14% | 263 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,900 | 676 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Advisors | History | No change | 13,828 | 672 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 13,659 | 664 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1776 Wealth LLC | History | No change | 13,582 | 660 | 0.23% | 0.23% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 13,341 | 649 | 0.42% | 0.42% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vontobel Holding Ltd. | History | No change | 13,318 | 648 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 13,207 | 642 | 0.12% | 0.12% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,137 | 639 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 13,121 | 638 | 0.18% | 0.18% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 12,779 | 621 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 12,713 | 618 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,581 | 612 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 12,332 | 600 | 0.08% | 0.08% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 11,603 | 564 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 11,571 | 563 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 11,589 | 563 | 0.24% | 0.24% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,568 | 562 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Urban Wealth Management, LLC | History | No change | 11,470 | 558 | 0.49% | 0.49% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| QTR Family Wealth, LLC | History | No change | 11,288 | 549 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NWF Advisory Services Inc. | History | No change | 11,064 | 538 | 0.05% | 0.05% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | No change | 10,979 | 534 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Madison Wealth Partners, Inc | History | No change | 10,976 | 534 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FWG Holdings, LLC | History | No change | 10,346 | 532 | 0.18% | 0.18% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 10,835 | 527 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| StoneX Group Inc. | History | No change | 10,534 | 512 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 10,456 | 509 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 10,222 | 497 | 0.11% | 0.11% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 10,208 | 496 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlas Private Wealth Advisors | History | No change | 10,214 | 496 | 0.11% | 0.11% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Topsail Wealth Management, LLC | History | No change | 10,140 | 493 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 10,095 | 491 | 0.3% | 0.3% | 294 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 10,001 | 486 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Van Diest Capital, LLC | History | No change | 9,999 | 486 | 0.44% | 0.44% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 9,936 | 483 | 0.42% | 0.42% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Allocation Strategies LLC | History | No change | 9,681 | 471 | 0.07% | 0.07% | 298 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 9,660 | 470 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 9,608 | 467 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | No change | 9,615 | 467 | 0.13% | 0.13% | 301 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 9,480 | 464 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 9,348 | 454 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cedrus Wealth Group LLC | History | No change | 9,159 | 445 | 0.39% | 0.39% | 304 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Harvest, LLC | History | No change | 9,063 | 441 | 0.18% | 0.18% | 305 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 8,788 | 440 | 0.02% | 0.02% | 306 | -190 | -2.12% | Q3 2026 | Oct 09, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 9,000 | 437 | 0.03% | 0.03% | 307 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caprock Group, LLC | History | No change | 8,800 | 428 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 8,530 | 415 | 0.14% | 0.14% | 309 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 8,339 | 409 | 0.09% | 0.07% | 310 | +1,687 | 25.36% | Q3 2026 | Oct 08, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 8,400 | 408 | 0.2% | 0.2% | 311 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | No change | 8,367 | 407 | 0.04% | 0.04% | 312 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Meadow Creek Wealth Advisors LLC | History | No change | 8,366 | 407 | 0.25% | 0.25% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 8,288 | 403 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 8,230 | 400 | 0.05% | 0.05% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 8,195 | 398 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 8,194 | 398 | 0.1% | 0.1% | 317 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 8,159 | 397 | 0.12% | 0.12% | 318 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 8,119 | 395 | 0.14% | 0.14% | 319 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7,796 | 379 | 0.05% | 0.05% | 320 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 7,712 | 375 | 0.04% | 0.04% | 321 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Semus Wealth Partners LLC | History | No change | 7,671 | 373 | 0.18% | 0.18% | 322 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 7,550 | 367 | 0.07% | 0.07% | 323 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 7,561 | 367 | 0.2% | 0.2% | 324 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | No change | 7,455 | 362 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hexagon Capital Partners LLC | History | No change | 7,395 | 359 | 0.05% | 0.05% | 326 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 7,279 | 354 | 0.11% | 0.11% | 327 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Principle Wealth Partners LLC | History | No change | 7,260 | 353 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,209 | 350 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 7,205 | 350 | 0.05% | 0.05% | 330 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 7,199 | 350 | 0.04% | 0.04% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 7,179 | 349 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 7,084 | 344 | 0.04% | 0.04% | 333 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,048 | 342 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 7,005 | 340 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sequent Planning LLC | History | No change | 7,003 | 340 | 0.07% | 0.07% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 6,900 | 338 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 6,883 | 334 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bensler, LLC | History | No change | 6,860 | 333 | 0.03% | 0.03% | 339 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 6,852 | 333 | 0.05% | 0.05% | 340 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RDA Financial Network | History | No change | 6,804 | 331 | 0.07% | 0.07% | 341 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Mattern Wealth Management LLC | History | No change | 6,802 | 330 | 0.05% | 0.05% | 342 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waterfront Wealth Inc. | History | No change | 6,571 | 327 | 0.05% | 0.05% | 343 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthRock Partners, LLC | History | No change | 6,648 | 323 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,617 | 321 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 6,603 | 321 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 6,527 | 317 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 6,507 | 316 | 0.03% | 0.03% | 348 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,502 | 316 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 6,490 | 315 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIGHTON JONES LLC | History | No change | 6,491 | 315 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Laraway Financial Advisors Inc | History | No change | 6,297 | 306 | 0.19% | 0.19% | 352 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Whelan Financial | History | No change | 6,249 | 304 | 0.08% | 0.08% | 353 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,244 | 303 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 6,236 | 303 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sun Financial Inc | History | No change | 5,746 | 298 | 0.14% | 0.14% | 356 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilltop Partners LLC | History | No change | 6,101 | 296 | 0.07% | 0.07% | 357 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 6,102 | 296 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 6,055 | 294 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Advisors Network, Inc. | History | No change | 6,060 | 294 | 0.04% | 0.04% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 5,994 | 291 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINTRA WEALTH, LLC | History | No change | 5,457 | 288 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 5,913 | 287 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 5,867 | 285 | 0.08% | 0.08% | 364 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 5,844 | 284 | 0.06% | 0.06% | 365 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | No change | 5,800 | 282 | 0.15% | 0.15% | 366 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 5,785 | 281 | 0.12% | 0.12% | 367 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,750 | 279 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 5,736 | 279 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savant Capital, LLC | History | No change | 5,731 | 278 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HBK Sorce Advisory LLC | History | No change | 5,360 | 276 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | No change | 5,678 | 276 | 0.19% | 0.19% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venturi Wealth Management, LLC | History | No change | 5,605 | 272 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 5,590 | 272 | 0.22% | 0.22% | 374 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 5,571 | 271 | 0.19% | 0.19% | 375 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DB&C Advisors, LLC | History | No change | 5,527 | 268 | 0.29% | 0.29% | 376 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrity Financial Corp /WA | History | No change | 5,458 | 265 | 0.13% | 0.13% | 377 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SYKON CAPITAL LLC | History | No change | 5,443 | 264 | 0.08% | 0.08% | 378 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,314 | 258 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wise Wealth Partners | History | No change | 5,267 | 256 | 0.44% | 0.44% | 380 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| United Advisor Group, LLC | History | No change | 5,226 | 254 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,214 | 253 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 5,174 | 251 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Old Port Advisors | History | No change | 5,144 | 250 | 0.05% | 0.05% | 384 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SageOak Financial, LLC | History | No change | 5,067 | 246 | 0.16% | 0.16% | 385 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,032 | 244 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 4,760 | 232 | 0.03% | 0.03% | 387 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 4,718 | 231 | 0.22% | 0.27% | 389 | -679 | -12.58% | Q3 2026 | Oct 07, 2026 |
| SALZHAUER MICHAEL | History | No change | 4,753 | 231 | 0.08% | 0.08% | 388 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 4,725 | 229 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 4,701 | 228 | 0.06% | 0.06% | 391 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 4,683 | 227 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Portfolios, Inc. | History | No change | 4,592 | 223 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| apricus wealth, LLC | History | No change | 4,571 | 222 | 0.11% | 0.11% | 394 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Petros Family Wealth, LLC | History | No change | 4,477 | 217 | 0.13% | 0.13% | 395 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,393 | 213 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PGIM Custom Harvest LLC | History | No change | 4,388 | 213 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 4,251 | 206 | 0.1% | 0.1% | 398 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 4,215 | 205 | 0.1% | 0.1% | 399 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4,032 | 196 | 0.08% | 0.08% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 4,023 | 195 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Park Place Capital Corp | History | No change | 4,027 | 195 | 0.03% | 0.03% | 402 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 3,673 | 178 | 0.05% | 0.05% | 403 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 3,585 | 174 | 0.19% | 0.19% | 404 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,418 | 166 | 0.05% | 0.05% | 405 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,357 | 163 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3,129 | 152 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,123 | 151 | 0.04% | 0.04% | 408 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3,117 | 151 | 0.11% | 0.11% | 409 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Roxbury Financial LLC | History | Added to | 3,067 | 150 | 0.12% | 0.06% | 410 | +1,531 | 99.67% | Q3 2026 | Oct 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 3,050 | 148 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 3,000 | 145 | 0.05% | 0.05% | 412 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BlackRock, Inc. | History | No change | 2,862 | 139 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 2,875 | 139 | 0.03% | 0.03% | 414 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 2,625 | 127 | 0.07% | 0.07% | 415 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,471 | 120 | 0.06% | 0.06% | 416 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,391 | 116 | 0.03% | 0.03% | 417 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TSFG, LLC | History | No change | 2,327 | 113 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GAMMA Investing LLC | History | No change | 2,246 | 110 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| WHITTIER TRUST CO | History | No change | 2,000 | 98 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,993 | 96 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,961 | 95 | 0.03% | 0.03% | 422 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,900 | 92 | 0.03% | 0.03% | 423 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,875 | 91 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 1,850 | 90 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 1,779 | 86 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | No change | 1,698 | 82 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,591 | 77 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Luminist Capital LLC | History | No change | 1,481 | 72 | 0.08% | 0.08% | 429 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,400 | 68 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 30,481 | 67 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,300 | 63 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dunhill Financial, LLC | History | No change | 1,300 | 63 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Navigoe, LLC | History | No change | 666 | 62 | 0.03% | 0.03% | 434 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,222 | 59 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,195 | 58 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,183 | 57 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,085 | 52 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,000 | 50 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,001 | 48 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raleigh Capital Management Inc. | History | No change | 998 | 48 | 0.02% | 0.02% | 441 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crews Bank & Trust | History | No change | 1,000 | 48 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 925 | 45 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 898 | 43 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST HORIZON CORP | History | No change | 880 | 42 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Command Advisory Services, Inc. | History | No change | 868 | 42 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| North Star Investment Management Corp. | History | No change | 855 | 41 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Providence Capital Advisors, LLC | History | No change | 828 | 40 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Graney & King, LLC | History | No change | 730 | 35 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CX Institutional | History | Added to | 697 | 34 | 0.0% | 0.0% | 450 | +8 | 1.16% | Q3 2026 | Oct 02, 2026 |
| Mascoma Wealth Management LLC | History | No change | 691 | 33 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Paladin Advisory Group, LLC | History | No change | 668 | 32 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SouthState Bank Corp | History | No change | 633 | 30 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 632 | 30 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trust Co | History | New | 586 | 28 | 0.0% | — | 457 | +586 | New | Q3 2026 | Oct 09, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 577 | 28 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 583 | 28 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspect Partners, LLC | History | No change | 567 | 27 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| REAP Financial Group, LLC | History | No change | 543 | 26 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GoalVest Advisory LLC | History | Reduced | 510 | 25 | 0.0% | 0.01% | 460 | -111 | -17.87% | Q3 2026 | Oct 02, 2026 |
| Centennial Bank/AR/ | History | No change | 500 | 24 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 470 | 22 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 472 | 22 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Trust Asset Management, LLC | History | No change | 400 | 19 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Decker Retirement Planning Inc. | History | No change | 400 | 19 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Addison Advisors LLC | History | No change | 370 | 18 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 368 | 17 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 331 | 16 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 325 | 15 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 314 | 15 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 318 | 15 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mosley Wealth Management | History | No change | 305 | 14 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bullock Wealth Management Group | History | No change | 295 | 14 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Regatta Research & Money Management | History | No change | 298 | 14 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Capital Management LLC | History | No change | 269 | 13 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Perspectives, Inc | History | No change | 275 | 13 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantum Portfolio Management LLC | History | No change | 273 | 13 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 275 | 13 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 203 | 9 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AdvisorNet Financial, Inc | History | No change | 166 | 8 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 175 | 8 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Independence Bank of Kentucky | History | No change | 172 | 8 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Key FInancial Inc | History | No change | 179 | 8 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 174 | 8 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eukles Asset Management | History | No change | 150 | 7 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 160 | 7 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 154 | 7 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 109 | 5 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 112 | 5 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NFSG Corp | History | No change | 120 | 5 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BankPlus Trust Department | History | No change | 110 | 5 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nova Wealth Management, Inc. | History | No change | 107 | 5 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hilltop National Bank | History | No change | 44 | 2 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Operose Advisors LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 36 | 1 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,155 | -100.0% | Q3 2026 | Oct 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |