FIRST TRUST EXCHANGE-TRADED FUND - FDN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 1,086,334 | 287,574 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 711,657 | 188,389 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 676,770 | 179,154 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 656,654 | 173,829 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 564,479 | 149,428 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 393,245 | 104,099 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 366,618 | 97,051 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 183,032 | 48,452 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 147,526 | 39,053 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Corient Private Wealth LP | History | No change | 145,505 | 38,518 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 130,180 | 34,460 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 130,043 | 34,424 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 126,947 | 33,605 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 121,670 | 32,150 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 111,404 | 29,490 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 109,056 | 28,869 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 99,174 | 26,253 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fisher Asset Management, LLC | History | No change | 98,784 | 26,150 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 87,418 | 23,141 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 87,118 | 23,061 | 1.49% | 1.49% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 81,775 | 21,647 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 77,877 | 20,616 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 75,980 | 20,113 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 74,915 | 19,831 | 0.47% | 0.47% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Warner Group LLC | History | No change | 74,248 | 19,654 | 4.84% | 4.84% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 65,148 | 17,245 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 62,711 | 16,600 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | No change | 62,081 | 16,434 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tamar Securities, LLC | History | No change | 59,144 | 15,656 | 1.46% | 1.46% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jump Financial, LLC | History | No change | 57,140 | 15,126 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 54,809 | 14,509 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 54,075 | 14,285 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 50,196 | 13,287 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 48,667 | 12,576 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 46,257 | 12,246 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIGROUP INC | History | No change | 44,672 | 11,825 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 43,410 | 11,491 | 0.73% | 0.73% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 43,325 | 11,469 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 40,781 | 10,795 | 0.13% | 0.13% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 37,578 | 9,947 | 0.24% | 0.24% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 34,787 | 9,208 | 0.57% | 0.57% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Management Partners, LLC | History | No change | 31,647 | 8,377 | 1.97% | 1.97% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Southland Equity Partners LLC | History | No change | 31,421 | 8,317 | 1.46% | 1.46% | 43 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 30,345 | 8,033 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 30,334 | 8,030 | 0.89% | 0.89% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 28,088 | 7,435 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 28,083 | 7,434 | 3.07% | 3.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 27,881 | 7,380 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 26,719 | 7,072 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 26,449 | 7,001 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 25,293 | 6,695 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | No change | 25,185 | 6,666 | 0.55% | 0.55% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 25,020 | 6,623 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 24,654 | 6,526 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 24,640 | 6,522 | 1.05% | 1.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | No change | 24,265 | 6,423 | 0.33% | 0.33% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 24,216 | 6,410 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 24,153 | 6,393 | 0.3% | 0.3% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 23,585 | 6,243 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 23,476 | 6,214 | 0.61% | 0.61% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Somerset Trust Co | History | No change | 22,645 | 5,994 | 1.7% | 1.7% | 61 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 22,379 | 5,924 | 5.57% | 5.57% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 21,514 | 5,695 | 1.17% | 1.17% | 63 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 21,320 | 5,639 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | No change | 20,276 | 5,367 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 19,874 | 5,261 | 4.17% | 4.17% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Point72 Asset Management, L.P. | History | No change | 19,850 | 5,254 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 22,096 | 5,171 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 18,424 | 4,877 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,629 | 4,666 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 17,420 | 4,611 | 0.27% | 0.27% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 17,414 | 4,609 | 1.2% | 1.2% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 17,407 | 4,607 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,364 | 4,596 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 17,309 | 4,582 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,404 | 4,342 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holistic Financial Partners | History | No change | 16,325 | 4,321 | 2.64% | 2.64% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 15,949 | 4,222 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 15,655 | 4,143 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 15,603 | 4,130 | 0.17% | 0.17% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 15,320 | 4,055 | 1.68% | 1.68% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 14,070 | 3,724 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 13,084 | 3,463 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SFI Advisors, LLC | History | No change | 12,950 | 3,428 | 2.96% | 2.96% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 12,728 | 3,369 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 12,679 | 3,356 | 0.2% | 0.2% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,246 | 3,241 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 12,171 | 3,221 | 0.31% | 0.31% | 88 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFG Advisory, LLC | History | No change | 12,104 | 3,204 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 12,063 | 3,193 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 12,007 | 3,178 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 11,618 | 3,075 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Somerset Group LLC | History | No change | 11,040 | 3,049 | 2.14% | 2.14% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 11,423 | 3,023 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,090 | 2,935 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 10,877 | 2,879 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 10,705 | 2,833 | 0.56% | 0.56% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 10,546 | 2,791 | 1.32% | 1.32% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,526 | 2,786 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 10,463 | 2,769 | 0.63% | 0.63% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,348 | 2,739 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 10,129 | 2,681 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 9,877 | 2,614 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 9,847 | 2,606 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concentrum Wealth Management | History | No change | 9,847 | 2,606 | 0.62% | 0.62% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,797 | 2,593 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 10,010 | 2,577 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 9,706 | 2,569 | 0.63% | 0.63% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | No change | 9,463 | 2,505 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 9,301 | 2,500 | 0.52% | 0.52% | 110 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 8,513 | 2,455 | 0.63% | 0.59% | 111 | -52 | -0.61% | Q3 2026 | Oct 06, 2026 |
| Quantum Private Wealth, LLC | History | No change | 9,229 | 2,443 | 0.63% | 0.63% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,215 | 2,439 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 9,193 | 2,433 | 0.43% | 0.43% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 8,565 | 2,365 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sowell Financial Services LLC | History | No change | 8,919 | 2,361 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TradeWell Securities, LLC. | History | No change | 8,739 | 2,313 | 0.83% | 0.83% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 8,474 | 2,243 | 0.29% | 0.29% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,469 | 2,241 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 8,469 | 2,241 | 0.34% | 0.34% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 8,444 | 2,235 | 0.14% | 0.14% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,391 | 2,221 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | No change | 8,320 | 2,202 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bawa N Mallick Trust | History | No change | 8,200 | 2,170 | 0.7% | 0.7% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 8,180 | 2,165 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 8,173 | 2,163 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MTM Investment Management, LLC | History | No change | 7,912 | 2,094 | 0.6% | 0.6% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 8,108 | 2,091 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,811 | 2,067 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,652 | 2,025 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wagner Wealth Management, LLC | History | No change | 7,622 | 2,017 | 0.37% | 0.37% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 7,600 | 2,011 | 1.12% | 1.12% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 7,215 | 1,910 | 0.73% | 0.73% | 133 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Midwest Financial Network, LLC | History | No change | 7,195 | 1,904 | 1.3% | 1.3% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 7,109 | 1,881 | 0.42% | 0.42% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,026 | 1,859 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 6,843 | 1,811 | 0.16% | 0.16% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sage Capital Management, LLC | History | No change | 6,754 | 1,788 | 0.7% | 0.7% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 1776 Wealth LLC | History | No change | 6,683 | 1,765 | 0.62% | 0.62% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 6,573 | 1,740 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 6,553 | 1,734 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 6,553 | 1,734 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,486 | 1,716 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 6,366 | 1,685 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 6,343 | 1,679 | 1.07% | 1.07% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 6,269 | 1,659 | 0.64% | 0.64% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 6,083 | 1,610 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 6,053 | 1,602 | 0.48% | 0.48% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Antonelli Financial Advisors, LLC | History | No change | 5,961 | 1,578 | 1.08% | 1.08% | 149 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,699 | 1,508 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Western Wealth Management, LLC | History | No change | 5,679 | 1,503 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFG Advisors, Inc. | History | No change | 5,567 | 1,473 | 0.92% | 0.92% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 5,414 | 1,430 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,348 | 1,415 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 5,303 | 1,403 | 0.72% | 0.72% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 5,258 | 1,391 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 5,243 | 1,387 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Unconventional Investor, LLC | History | No change | 5,101 | 1,350 | 0.56% | 0.56% | 158 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sound Income Strategies, LLC | History | No change | 5,099 | 1,349 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SP Asset Management LLC | History | No change | 5,063 | 1,340 | 0.11% | 0.11% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vanguard National Trust Co | History | No change | 5,001 | 1,323 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 4,922 | 1,302 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,852 | 1,284 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 4,834 | 1,279 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,831 | 1,278 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 4,758 | 1,260 | 0.15% | 0.15% | 166 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,726 | 1,251 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 4,677 | 1,238 | 0.28% | 0.28% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Apollon Wealth Management, LLC | History | No change | 4,672 | 1,236 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,575 | 1,211 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | No change | 4,464 | 1,208 | 0.26% | 0.26% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 4,465 | 1,181 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 4,327 | 1,145 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,207 | 1,132 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| StoneX Group Inc. | History | No change | 4,187 | 1,115 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4,175 | 1,105 | 0.32% | 0.32% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 4,138 | 1,095 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | No change | 4,122 | 1,091 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,722 | 1,090 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,076 | 1,078 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 4,069 | 1,077 | 0.1% | 0.1% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keebeck Wealth Management | History | No change | 4,059 | 1,074 | 0.1% | 0.1% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 4,051 | 1,072 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HighPoint Advisor Group LLC | History | No change | 3,896 | 1,031 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 3,748 | 992 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sargent Investment Group, LLC | History | No change | 3,733 | 988 | 0.12% | 0.12% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 3,700 | 979 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,681 | 974 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HB Wealth Management, LLC | History | No change | 3,653 | 967 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 3,643 | 964 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 3,607 | 954 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evelyn Partners Group Ltd | History | No change | 8,402 | 947 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,562 | 942 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3,515 | 930 | 0.13% | 0.13% | 194 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alchemi Wealth, LLC | History | No change | 3,484 | 922 | 0.43% | 0.43% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,320 | 878 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 3,299 | 873 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,185 | 843 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,155 | 835 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 3,140 | 831 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 3,129 | 828 | 0.26% | 0.26% | 201 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Topsail Wealth Management, LLC | History | No change | 3,119 | 825 | 0.11% | 0.11% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Counsel, LLC | History | No change | 3,085 | 816 | 0.1% | 0.1% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parallel Advisors, LLC | History | No change | 3,079 | 815 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EQUITABLE TRUST CO | History | No change | 3,072 | 813 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bensler, LLC | History | No change | 3,072 | 813 | 0.07% | 0.07% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HBK Sorce Advisory LLC | History | No change | 2,818 | 809 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequent Planning LLC | History | No change | 2,983 | 789 | 0.17% | 0.17% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,971 | 786 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 2,969 | 785 | 0.1% | 0.1% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 2,928 | 775 | 0.12% | 0.12% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Harvest Investment Services, LLC | History | No change | 2,917 | 772 | 0.12% | 0.12% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,888 | 764 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,872 | 760 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QTR Family Wealth, LLC | History | No change | 2,811 | 744 | 0.26% | 0.26% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 2,807 | 743 | 0.07% | 0.07% | 216 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ebert Capital Management Inc. | History | No change | 2,798 | 740 | 0.69% | 0.69% | 217 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | No change | 2,793 | 739 | 0.43% | 0.43% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Greenspring Advisors, LLC | History | No change | 2,765 | 731 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 2,756 | 729 | 0.2% | 0.2% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,711 | 717 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 2,705 | 716 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 2,702 | 715 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 2,691 | 712 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 2,676 | 708 | 0.08% | 0.08% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Lido Advisors, LLC | History | No change | 2,633 | 697 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 2,448 | 690 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 2,609 | 690 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,603 | 689 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 2,579 | 682 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 2,578 | 682 | 0.29% | 0.29% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HF Advisory Group, LLC | History | No change | 2,550 | 675 | 0.21% | 0.21% | 232 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 2,448 | 647 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,385 | 642 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,406 | 636 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,402 | 635 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| COMMERCE BANK | History | No change | 2,346 | 621 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,348 | 620 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Richmond Investment Services, LLC | History | No change | 2,332 | 617 | 0.2% | 0.2% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 2,331 | 617 | 0.27% | 0.27% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ICONIQ Capital, LLC | History | No change | 2,329 | 616 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First International Bank of Israel Ltd. | History | No change | 2,286 | 605 | 0.16% | 0.16% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | No change | 2,276 | 602 | 0.36% | 0.36% | 243 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 2,270 | 600 | 0.34% | 0.34% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,264 | 599 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockline Wealth Management, LLC | History | No change | 2,258 | 597 | 0.11% | 0.11% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,240 | 592 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 2,225 | 589 | 0.18% | 0.18% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,206 | 583 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Choate Investment Advisors | History | No change | 2,190 | 579 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 2,181 | 577 | 0.21% | 0.21% | 251 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,172 | 574 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global View Capital Management LLC | History | No change | 2,165 | 573 | 0.12% | 0.12% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MWA Asset Management | History | No change | 2,132 | 564 | 0.25% | 0.25% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sherman Wealth Management LLC | History | No change | 2,102 | 556 | 0.42% | 0.42% | 255 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Decker Wealth Management LLC | History | No change | 2,096 | 554 | 0.12% | 0.12% | 256 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 2,069 | 547 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 2,028 | 536 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,025 | 536 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,019 | 534 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOVEM GROUP | History | No change | 2,006 | 531 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fusion Capital, LLC | History | No change | 1,999 | 529 | 0.12% | 0.12% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HERBST GROUP, LLC | History | No change | 2,000 | 529 | 0.29% | 0.29% | 263 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,992 | 527 | 0.07% | 0.07% | 264 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Balance Wealth Partners LLC | History | No change | 1,961 | 519 | 0.14% | 0.14% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 1,951 | 516 | 0.53% | 0.53% | 266 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 1,946 | 515 | 0.33% | 0.33% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glassman Wealth Services | History | No change | 1,935 | 512 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | No change | 1,936 | 512 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 626 Financial, LLC | History | No change | 1,904 | 504 | 0.2% | 0.2% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 1,903 | 503 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,896 | 501 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 1,867 | 494 | 0.23% | 0.23% | 273 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,839 | 487 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 1,837 | 486 | 0.21% | 0.21% | 275 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nilsine Partners, LLC | History | No change | 1,837 | 486 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHOREO, LLC | History | No change | 1,835 | 485 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,815 | 480 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | No change | 1,805 | 477 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PFG Advisors | History | No change | 1,795 | 475 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Financial Network, Inc. | History | No change | 1,789 | 473 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 1,785 | 472 | 0.16% | 0.16% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 1,780 | 471 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 1,783 | 471 | 0.22% | 0.22% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,771 | 468 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sensible Money, LLC | History | No change | 1,765 | 467 | 0.12% | 0.12% | 286 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 1,764 | 466 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,734 | 459 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 1,704 | 451 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,704 | 451 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 1,696 | 448 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 1,674 | 443 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 1,668 | 441 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 1,627 | 430 | 0.27% | 0.27% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crown Wealth Group, LLC | History | No change | 1,605 | 424 | 0.11% | 0.11% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 1,584 | 419 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Accurate Wealth Management, LLC | History | No change | 1,516 | 418 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | No change | 1,576 | 417 | 0.11% | 0.11% | 298 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,566 | 414 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | No change | 1,562 | 413 | 0.27% | 0.27% | 300 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |