FIDELITY COVINGTON TRUST - FDVV
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 | Added to | 7,499,779 | 452,161 | 0.1% | 0.1% | 1 | +699,996 | 10.29% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,987,353 | 180,107 | 0.23% | 0.23% | 2 | +17,168 | 0.58% | Q2 2026 | Jul 29, 2026 |
| Retirement Planning Group, LLC | History | Added to | 2,823,822 | 170,248 | 4.33% | 4.33% | 3 | +291,280 | 11.5% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | Added to | 2,713,339 | 163,587 | 0.01% | 0.01% | 4 | +84,614 | 3.22% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,581,834 | 155,658 | 0.04% | 0.04% | 5 | +148,465 | 6.1% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,541,625 | 153,234 | 0.01% | 0.01% | 6 | +174,408 | 7.37% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,331,510 | 140,566 | 0.04% | 0.04% | 7 | +225,499 | 10.71% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,175,133 | 131,247 | 0.01% | 0.01% | 8 | +145,797 | 7.18% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 2,117,713 | 127,676 | 0.12% | 0.12% | 9 | +100,327 | 4.97% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,984,267 | 119,669 | 0.14% | 0.12% | 10 | +554,375 | 38.77% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,888,109 | 113,834 | 0.85% | 0.83% | 11 | +163,544 | 9.48% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,855,417 | 111,863 | 0.02% | 0.02% | 12 | +153,604 | 9.03% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,440,288 | 86,834 | 0.28% | 0.23% | 13 | +362,870 | 33.68% | Q2 2026 | Jul 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,400,766 | 84,452 | 1.3% | 1.3% | 14 | +113,123 | 8.79% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 914,634 | 55,143 | 0.03% | 0.03% | 15 | -12,572 | -1.36% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 816,312 | 49,215 | 0.75% | 0.68% | 16 | +56,307 | 7.41% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 777,397 | 46,869 | 0.11% | 0.12% | 17 | -44,713 | -5.44% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 753,964 | 45,456 | 0.09% | 0.1% | 18 | +128,010 | 20.45% | Q2 2026 | Aug 07, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 692,813 | 41,769 | 0.81% | 0.76% | 19 | -108,455 | -13.54% | Q2 2026 | Aug 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 736,989 | 40,711 | 3.02% | 3.02% | 20 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 661,037 | 39,853 | 6.53% | 6.53% | 21 | +4,997 | 0.76% | Q2 2026 | Jul 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 640,420 | 38,610 | 4.05% | 3.72% | 22 | +91,430 | 16.65% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 639,618 | 38,562 | 0.01% | 0.01% | 23 | +44,391 | 7.46% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 586,977 | 35,388 | 0.15% | 0.14% | 24 | -48,586 | -7.64% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Added to | 566,766 | 34,170 | 0.04% | 0.03% | 25 | +112,356 | 24.73% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 537,233 | 32,389 | 0.15% | 0.15% | 26 | -42,372 | -7.31% | Q2 2026 | Jul 27, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 433,835 | 26,155 | 3.77% | 3.86% | 27 | -3,288 | -0.75% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 392,253 | 24,374 | 0.04% | 0.04% | 28 | +10,505 | 2.75% | Q2 2026 | Jul 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 403,891 | 24,350 | 2.36% | 2.4% | 29 | +8,539 | 2.16% | Q2 2026 | Aug 10, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 324,499 | 19,564 | 4.23% | 4.35% | 30 | -1,553 | -0.48% | Q2 2026 | Aug 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 321,175 | 19,363 | 2.33% | 0.99% | 31 | +193,747 | 152.04% | Q2 2026 | Jul 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 310,950 | 18,747 | 4.2% | 3.78% | 32 | +141,832 | 83.87% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 306,832 | 18,498 | 0.11% | 0.12% | 33 | -18,668 | -5.74% | Q2 2026 | Aug 17, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 303,753 | 18,313 | 0.66% | 0.68% | 34 | -1,109 | -0.36% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 300,253 | 18,102 | 0.1% | 0.11% | 35 | -14,839 | -4.71% | Q2 2026 | Jul 24, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 294,506 | 17,755 | 2.6% | 2.4% | 36 | -7,660 | -2.54% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 280,456 | 16,908 | 0.16% | 0.19% | 37 | -9,797 | -3.38% | Q2 2026 | Aug 05, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 278,629 | 16,798 | 4.53% | 4.41% | 38 | +5,232 | 1.91% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 263,334 | 15,876 | 0.29% | 0.3% | 39 | +5,604 | 2.17% | Q2 2026 | Jul 20, 2026 |
| World Investment Advisors | History | Reduced | 281,528 | 15,579 | 0.26% | 0.25% | 40 | -4,366 | -1.53% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 252,064 | 15,196 | 0.1% | 0.13% | 41 | -46,818 | -15.66% | Q2 2026 | Sep 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 243,868 | 14,702 | 0.84% | 0.83% | 42 | +12,503 | 5.4% | Q2 2026 | Jul 15, 2026 |
| Prentice Wealth Management LLC | History | Added to | 243,752 | 14,695 | 3.03% | 2.95% | 43 | +7,205 | 3.05% | Q2 2026 | Jul 15, 2026 |
| Clark Wealth Partners | History | Reduced | 239,160 | 14,418 | 8.14% | 9.87% | 44 | -26,954 | -10.13% | Q2 2026 | Jul 28, 2026 |
| GTS SECURITIES LLC | History | Added to | 235,485 | 14,197 | 0.3% | 0.09% | 45 | +186,915 | 384.84% | Q2 2026 | Aug 14, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 235,327 | 14,187 | 3.47% | 3.5% | 46 | +10,677 | 4.75% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 233,218 | 14,060 | 0.0% | 0.0% | 47 | +25,142 | 12.08% | Q2 2026 | Aug 13, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 227,992 | 13,745 | 3.57% | 5.05% | 48 | -76,368 | -25.09% | Q2 2026 | Jul 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 224,204 | 13,517 | 0.02% | 0.02% | 49 | -13,280 | -5.59% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 222,863 | 13,436 | 0.0% | 0.0% | 50 | +202,563 | 997.85% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | Added to | 221,603 | 13,360 | 0.15% | 0.16% | 51 | +3,542 | 1.62% | Q2 2026 | Aug 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 219,942 | 13,260 | 1.26% | 1.34% | 52 | +306 | 0.14% | Q2 2026 | Aug 14, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 219,333 | 13,223 | 0.33% | 0.29% | 53 | +37,671 | 20.74% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | Added to | 210,776 | 12,707 | 0.87% | 0.85% | 54 | +7,694 | 3.79% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 225,877 | 12,477 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 206,657 | 12,459 | 4.57% | 8.5% | 56 | -151,245 | -42.26% | Q2 2026 | Jul 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 195,411 | 11,781 | 0.0% | 0.01% | 57 | -685,665 | -77.82% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 192,316 | 11,594 | 0.0% | 0.0% | 58 | +104,162 | 118.16% | Q2 2026 | Aug 14, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 186,220 | 11,575 | 3.86% | 3.77% | 59 | +1,100 | 0.59% | Q2 2026 | Jul 21, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 182,800 | 11,021 | 2.46% | 2.54% | 60 | +902 | 0.5% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 181,144 | 10,921 | 0.02% | 0.02% | 61 | +27,765 | 18.1% | Q2 2026 | Aug 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 174,611 | 10,527 | 0.51% | 0.54% | 62 | +11,598 | 7.11% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 169,364 | 10,211 | 0.02% | 0.02% | 63 | +7,034 | 4.33% | Q2 2026 | Aug 14, 2026 |
| Cyr Financial Inc. | History | Added to | 167,830 | 10,118 | 5.27% | 5.08% | 64 | +11,501 | 7.36% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | Added to | 173,197 | 9,948 | 0.04% | 0.05% | 65 | +3,327 | 1.96% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 163,059 | 9,830 | 0.01% | 0.01% | 66 | +6,895 | 4.42% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 159,980 | 9,645 | 0.01% | 0.02% | 67 | -4,520 | -2.75% | Q2 2026 | Aug 13, 2026 |
| Powers Advisory Group, LLC | History | Added to | 156,160 | 9,414 | 2.95% | 2.74% | 68 | +15,430 | 10.96% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | Reduced | 155,668 | 9,385 | 0.03% | 0.03% | 69 | -21,878 | -12.32% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 155,252 | 9,360 | 0.04% | 0.05% | 70 | -6,065 | -3.76% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 148,659 | 9,259 | 4.68% | 6.73% | 71 | -54,987 | -27.0% | Q2 2026 | Jul 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 150,033 | 9,045 | 0.1% | 0.1% | 72 | +5,817 | 4.03% | Q2 2026 | Jul 29, 2026 |
| Kovack Advisors, Inc. | History | Added to | 147,703 | 8,962 | 0.43% | 0.42% | 73 | +4,143 | 2.89% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 147,801 | 8,911 | 0.37% | 0.24% | 74 | +9,651 | 6.99% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 147,766 | 8,908 | 0.01% | 0.01% | 75 | -932 | -0.63% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 147,741 | 8,907 | 0.01% | 0.01% | 76 | -329 | -0.22% | Q2 2026 | Aug 13, 2026 |
| New Insight Wealth Advisors | History | Added to | 147,453 | 8,889 | 2.62% | 2.84% | 77 | +3,833 | 2.67% | Q2 2026 | Jul 27, 2026 |
| Base Wealth Management LLC | History | Added to | 141,941 | 8,557 | 3.98% | 4.24% | 78 | +4,782 | 3.49% | Q2 2026 | Jul 22, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 140,013 | 8,441 | 0.98% | 0.97% | 79 | +13,520 | 10.69% | Q2 2026 | Jul 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 138,953 | 8,377 | 0.42% | 0.44% | 80 | +3,123 | 2.3% | Q2 2026 | Jul 23, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 135,983 | 8,198 | 2.57% | 2.6% | 81 | +5,110 | 3.9% | Q2 2026 | Jul 17, 2026 |
| MGO ONE SEVEN LLC | History | New | 135,133 | 8,147 | 0.13% | — | 82 | +135,133 | New | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | New | 134,781 | 8,125 | 0.12% | — | 83 | +134,781 | New | Q2 2026 | Aug 06, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 134,161 | 8,088 | 5.92% | 6.12% | 84 | +6,853 | 5.38% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 133,960 | 8,076 | 0.05% | 0.05% | 85 | +22,439 | 20.12% | Q2 2026 | Jul 20, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 132,384 | 7,981 | 2.01% | 2.09% | 86 | -1,309 | -0.98% | Q2 2026 | Jul 30, 2026 |
| Neuberger Berman Group LLC | History | No change | 130,630 | 7,875 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 130,417 | 7,862 | 5.46% | 5.7% | 88 | +1,369 | 1.06% | Q2 2026 | Aug 14, 2026 |
| BG Investment Services, LLC | History | Added to | 125,837 | 7,586 | 5.46% | 5.16% | 89 | +13,278 | 11.8% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 122,695 | 7,397 | 0.34% | 0.35% | 90 | +1,744 | 1.44% | Q2 2026 | Jul 23, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 121,803 | 7,343 | 2.12% | 1.97% | 91 | +9,694 | 8.65% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 119,976 | 7,233 | 0.0% | 0.01% | 92 | -725,408 | -85.81% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 119,320 | 7,193 | 0.09% | 0.1% | 93 | -4,573 | -3.69% | Q2 2026 | Aug 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 117,954 | 7,111 | 0.09% | 0.09% | 94 | +6,729 | 6.05% | Q2 2026 | Aug 07, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 113,541 | 6,845 | 2.59% | 2.86% | 95 | -5,543 | -4.65% | Q2 2026 | Aug 13, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 111,746 | 6,737 | 0.79% | 0.81% | 96 | +402 | 0.36% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 109,933 | 6,627 | 0.07% | 0.08% | 97 | -4,870 | -4.24% | Q2 2026 | Jul 28, 2026 |
| High Point Wealth Management, LLC | History | Added to | 108,405 | 6,535 | 5.35% | 5.77% | 98 | +258 | 0.24% | Q2 2026 | Jul 20, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 108,055 | 6,514 | 0.77% | 0.81% | 99 | -393 | -0.36% | Q2 2026 | Jul 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 107,793 | 6,498 | 0.08% | 0.06% | 100 | +25,846 | 31.54% | Q2 2026 | Aug 05, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 107,749 | 6,496 | 3.85% | 3.81% | 101 | +2,449 | 2.33% | Q2 2026 | Jul 21, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 106,893 | 6,444 | 0.08% | 0.07% | 102 | +17,854 | 20.05% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 105,425 | 6,356 | 0.07% | 0.07% | 103 | +7,785 | 7.97% | Q2 2026 | Aug 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 105,192 | 6,342 | 0.44% | 0.39% | 104 | +15,860 | 17.75% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 101,554 | 6,122 | 0.01% | 0.01% | 105 | -10,734 | -9.56% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 99,465 | 5,996 | 0.04% | 0.01% | 106 | +89,891 | 938.91% | Q2 2026 | Aug 10, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 97,763 | 5,894 | 0.75% | 0.66% | 107 | +13,573 | 16.12% | Q2 2026 | Jul 15, 2026 |
| Marmo Financial Group, LLC | History | No change | 105,667 | 5,837 | 2.89% | 2.89% | 108 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 92,011 | 5,547 | 0.26% | 0.01% | 109 | +88,680 | 2662.26% | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 91,219 | 5,499 | 0.21% | 0.23% | 110 | -2,240 | -2.4% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 90,320 | 5,445 | 0.07% | 0.08% | 111 | +1,111 | 1.25% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 89,973 | 5,424 | 0.02% | 0.02% | 112 | -17,729 | -16.46% | Q2 2026 | Aug 12, 2026 |
| Valued Retirements, Inc. | History | Added to | 89,794 | 5,413 | 4.86% | 4.82% | 113 | +569 | 0.64% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 88,714 | 5,348 | 0.13% | 0.14% | 114 | +904 | 1.03% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 88,320 | 5,324 | 0.55% | 0.54% | 115 | -86,578 | -49.5% | Q2 2026 | Jul 16, 2026 |
| Fullerton Advisors, LLC | History | Added to | 88,084 | 5,310 | 4.97% | 5.02% | 116 | +361 | 0.41% | Q2 2026 | Jul 27, 2026 |
| Investmark Advisory Group LLC | History | Added to | 86,882 | 5,238 | 1.99% | 2.03% | 117 | +988 | 1.15% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 83,933 | 5,060 | 0.08% | 0.07% | 118 | +14,973 | 21.71% | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 81,352 | 4,904 | 0.24% | 0.26% | 119 | -1,971 | -2.37% | Q2 2026 | Aug 10, 2026 |
| PFG Advisors | History | Added to | 78,930 | 4,758 | 0.24% | 0.21% | 120 | +286 | 0.36% | Q2 2026 | Jul 16, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 75,141 | 4,530 | 2.39% | 2.23% | 121 | +9,382 | 14.27% | Q2 2026 | Jul 28, 2026 |
| FLAGSTAR SECURITIES, INC | History | Reduced | 75,095 | 4,527 | 1.37% | 1.51% | 122 | -220 | -0.29% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 74,410 | 4,486 | 0.04% | 0.04% | 123 | +1,008 | 1.37% | Q2 2026 | Jul 17, 2026 |
| Storen Legacy Partners, LLC | History | Added to | 73,536 | 4,433 | 1.21% | 1.25% | 124 | +1,554 | 2.16% | Q2 2026 | Jul 17, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 73,230 | 4,415 | 2.15% | 2.22% | 125 | +896 | 1.24% | Q2 2026 | Jul 08, 2026 |
| Clearwave Capital, LLC | History | Reduced | 72,472 | 4,369 | 2.41% | 2.82% | 126 | -2,177 | -2.92% | Q2 2026 | Jul 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 72,086 | 4,346 | 0.23% | 0.25% | 127 | +220 | 0.31% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 72,085 | 4,345 | 0.08% | 0.09% | 128 | +3,087 | 4.47% | Q2 2026 | Jul 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 69,102 | 4,166 | 0.04% | 0.03% | 129 | +7,731 | 12.6% | Q2 2026 | Jul 24, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 68,311 | 4,118 | 1.4% | 13.3% | 130 | -427,846 | -86.23% | Q2 2026 | Aug 06, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 67,129 | 4,047 | 0.46% | 0.42% | 131 | +8,155 | 13.83% | Q2 2026 | Jul 22, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 67,048 | 4,042 | 1.94% | 1.98% | 132 | -462 | -0.68% | Q2 2026 | Jul 28, 2026 |
| Slagle Financial, LLC | History | Added to | 66,478 | 4,007 | 1.2% | 1.12% | 133 | +4,987 | 8.11% | Q2 2026 | Jul 29, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 65,702 | 3,961 | 1.53% | 2.22% | 134 | -28,778 | -30.46% | Q2 2026 | Jul 27, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 64,262 | 3,904 | 1.23% | 1.09% | 135 | +4,043 | 6.71% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 64,706 | 3,901 | 0.19% | 0.22% | 136 | -3,434 | -5.04% | Q2 2026 | Aug 07, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 64,467 | 3,886 | 0.97% | 1.72% | 137 | -890 | -1.36% | Q2 2026 | Aug 03, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 63,370 | 3,820 | 0.92% | 0.88% | 138 | +4,038 | 6.81% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 62,913 | 3,793 | 0.02% | 0.02% | 139 | +3,054 | 5.1% | Q2 2026 | Sep 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 61,459 | 3,705 | 0.22% | 0.3% | 140 | -12,673 | -17.1% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Added to | 61,351 | 3,698 | 0.01% | 0.02% | 141 | +12,098 | 24.56% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 59,062 | 3,560 | 0.0% | — | 142 | +59,062 | New | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 58,716 | 3,540 | 0.55% | 0.65% | 143 | -600 | -1.01% | Q2 2026 | Aug 10, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 58,696 | 3,538 | 0.43% | 0.08% | 144 | +48,922 | 500.53% | Q2 2026 | Aug 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 58,395 | 3,520 | 0.32% | 0.32% | 145 | +3,616 | 6.6% | Q2 2026 | Jul 16, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 58,217 | 3,509 | 1.68% | 1.25% | 146 | +16,350 | 39.05% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 57,998 | 3,496 | 0.07% | 0.03% | 147 | +43,500 | 300.04% | Q2 2026 | Aug 14, 2026 |
| Old Mission Investment Co LLC | History | Added to | 57,063 | 3,440 | 0.72% | 0.71% | 148 | +2,303 | 4.21% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 53,871 | 3,247 | 0.24% | 0.26% | 149 | +1,129 | 2.14% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 53,348 | 3,216 | 0.07% | 0.08% | 150 | +426 | 0.8% | Q2 2026 | Aug 03, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | New | 52,911 | 3,190 | 1.64% | — | 151 | +52,911 | New | Q2 2026 | Jul 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 57,390 | 3,170 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 48,107 | 2,900 | 0.29% | 0.28% | 153 | +1,840 | 3.98% | Q2 2026 | Jul 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 47,282 | 2,850 | 0.08% | 0.09% | 154 | -1,662 | -3.4% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 47,197 | 2,845 | 0.03% | 0.03% | 155 | +5,869 | 14.2% | Q2 2026 | Aug 11, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 46,255 | 2,788 | 0.07% | 0.08% | 156 | -2,607 | -5.34% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 45,455 | 2,740 | 0.02% | 0.01% | 157 | +25,574 | 128.64% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 44,704 | 2,695 | 0.09% | 0.09% | 158 | -243 | -0.54% | Q2 2026 | Jul 17, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 44,691 | 2,694 | 0.15% | 0.1% | 159 | +16,301 | 57.42% | Q2 2026 | Jul 31, 2026 |
| S&A Financial Services, Inc. | History | Added to | 44,655 | 2,692 | 1.64% | 1.66% | 160 | +941 | 2.15% | Q2 2026 | Jul 27, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 44,275 | 2,669 | 0.44% | 0.46% | 161 | +2,517 | 6.03% | Q2 2026 | Jul 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 44,197 | 2,664 | 0.02% | 0.03% | 162 | -396 | -0.89% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 43,817 | 2,641 | 0.01% | 0.01% | 163 | +3,400 | 8.41% | Q2 2026 | Jul 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 42,545 | 2,565 | 0.05% | 0.06% | 164 | -1,312 | -2.99% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 42,171 | 2,542 | 0.01% | 0.01% | 165 | -1,325 | -3.05% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Added to | 42,064 | 2,536 | 0.06% | 0.06% | 166 | +3,784 | 9.89% | Q2 2026 | Aug 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 45,741 | 2,526 | 0.16% | 0.16% | 167 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 41,533 | 2,504 | 0.0% | 0.0% | 168 | +3,455 | 9.07% | Q2 2026 | Aug 19, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 41,104 | 2,478 | 1.34% | 1.28% | 169 | +1,185 | 2.97% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 41,061 | 2,475 | 0.02% | 0.02% | 170 | -7,836 | -16.03% | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | Added to | 40,682 | 2,452 | 0.78% | 0.06% | 171 | +38,369 | 1658.84% | Q2 2026 | Jul 23, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 39,483 | 2,380 | 0.18% | 0.23% | 172 | -6,311 | -13.78% | Q2 2026 | Aug 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 39,385 | 2,374 | 0.37% | 0.36% | 173 | +329 | 0.84% | Q2 2026 | Jul 29, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 39,198 | 2,363 | 0.03% | 0.13% | 174 | -134,820 | -77.47% | Q2 2026 | Aug 18, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 38,729 | 2,334 | 0.23% | 0.31% | 175 | -10,917 | -21.99% | Q2 2026 | Jul 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 38,355 | 2,312 | 0.01% | 0.01% | 176 | +1,742 | 4.76% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 38,004 | 2,291 | 0.11% | 0.09% | 177 | +8,349 | 28.15% | Q2 2026 | Jul 21, 2026 |
| Westside Investment Management, Inc. | History | Added to | 37,348 | 2,251 | 0.3% | 0.29% | 178 | +3,469 | 10.24% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 37,035 | 2,232 | 0.04% | — | 179 | +37,035 | New | Q2 2026 | Jul 21, 2026 |
| HUB Investment Partners, LLC | History | New | 36,960 | 2,228 | 0.04% | — | 180 | +36,960 | New | Q2 2026 | Jul 31, 2026 |
| PFG Investments, LLC | History | Added to | 36,838 | 2,220 | 0.09% | 0.08% | 181 | +3,955 | 12.03% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | Added to | 36,317 | 2,189 | 0.01% | 0.01% | 182 | +2,176 | 6.37% | Q2 2026 | Aug 03, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 35,190 | 2,121 | 0.43% | 0.45% | 183 | +1,116 | 3.28% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Added to | 34,765 | 2,096 | 0.05% | 0.04% | 184 | +6,580 | 23.35% | Q2 2026 | Aug 05, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 34,429 | 2,075 | 0.43% | 0.51% | 185 | -7,534 | -17.95% | Q2 2026 | Jul 09, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 33,851 | 2,040 | 0.13% | 0.12% | 186 | +261 | 0.78% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 33,364 | 2,024 | 0.12% | 0.15% | 187 | -4,850 | -12.69% | Q2 2026 | Jul 22, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 32,503 | 1,959 | 0.89% | 1.32% | 188 | -1,544 | -4.53% | Q2 2026 | Jul 29, 2026 |
| ARWA LLC | History | Added to | 30,863 | 1,933 | 0.8% | 0.79% | 189 | +3,150 | 11.37% | Q2 2026 | Jul 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 31,947 | 1,927 | 0.1% | 0.1% | 190 | +1,504 | 4.94% | Q2 2026 | Jul 14, 2026 |
| CLG LLC | History | New | 31,578 | 1,903 | 0.42% | — | 191 | +31,578 | New | Q2 2026 | Jul 16, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 31,085 | 1,874 | 0.41% | 0.42% | 192 | +233 | 0.76% | Q2 2026 | Jul 29, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 29,849 | 1,862 | 0.56% | 0.6% | 193 | -1,150 | -3.71% | Q2 2026 | Aug 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 30,865 | 1,860 | 0.35% | 0.36% | 194 | -202 | -0.65% | Q2 2026 | Aug 06, 2026 |
| Ballew Advisors, Inc | History | Added to | 30,040 | 1,840 | 0.95% | 0.96% | 195 | +249 | 0.84% | Q2 2026 | Jul 07, 2026 |
| Element Wealth, LLC | History | Added to | 29,676 | 1,789 | 0.67% | 0.62% | 196 | +2,322 | 8.49% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 29,146 | 1,757 | 0.02% | 0.02% | 197 | +159 | 0.55% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | New | 29,034 | 1,750 | 0.0% | — | 198 | +29,034 | New | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 29,004 | 1,748 | 0.02% | 0.02% | 199 | +1,323 | 4.78% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 28,329 | 1,707 | 0.03% | 0.02% | 200 | +3,783 | 15.41% | Q2 2026 | Aug 07, 2026 |
| Certified Advisory Corp | History | Reduced | 27,832 | 1,677 | 0.14% | 0.17% | 201 | -6,652 | -19.29% | Q2 2026 | Jul 16, 2026 |
| Integrated Advisors Network LLC | History | Added to | 27,598 | 1,663 | 0.08% | 0.07% | 202 | +2,222 | 8.76% | Q2 2026 | Aug 11, 2026 |
| Prospect Financial Services LLC | History | Added to | 27,225 | 1,641 | 0.83% | 0.73% | 203 | +5,711 | 26.55% | Q2 2026 | Aug 06, 2026 |
| OneAscent Financial Services LLC | History | Added to | 27,123 | 1,635 | 0.08% | 0.08% | 204 | +1,301 | 5.04% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 25,526 | 1,615 | 0.12% | 0.11% | 205 | +1,604 | 6.71% | Q2 2026 | Jul 29, 2026 |
| RMR Wealth Builders | History | New | 26,414 | 1,592 | 0.1% | — | 206 | +26,414 | New | Q2 2026 | Jul 24, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 26,349 | 1,588 | 0.41% | 0.52% | 207 | -4,000 | -13.18% | Q2 2026 | Jul 28, 2026 |
| TruWealth Advisors, LLC | History | No change | 28,700 | 1,585 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Added to | 25,995 | 1,567 | 0.0% | 0.0% | 209 | +7,648 | 41.69% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 25,255 | 1,522 | 0.07% | 0.07% | 210 | +1,083 | 4.48% | Q2 2026 | Jul 22, 2026 |
| Clare Market Investments LLC | History | Reduced | 24,800 | 1,495 | 0.27% | 0.29% | 211 | -500 | -1.98% | Q2 2026 | Jul 27, 2026 |
| XML Financial, LLC | History | Added to | 24,543 | 1,479 | 0.11% | 0.08% | 212 | +7,104 | 40.74% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | Added to | 24,298 | 1,464 | 0.04% | 0.04% | 213 | +1,629 | 7.19% | Q2 2026 | Jul 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 24,253 | 1,462 | 0.06% | 0.06% | 214 | +2,605 | 12.03% | Q2 2026 | Jul 27, 2026 |
| ERn Financial, LLC | History | Added to | 24,220 | 1,460 | 0.24% | 0.25% | 215 | +391 | 1.64% | Q2 2026 | Jul 23, 2026 |
| Diversify Advisory Services, LLC | History | New | 22,853 | 1,431 | 0.02% | — | 217 | +22,853 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 22,853 | 1,431 | 0.02% | 0.02% | 216 | +1,450 | 6.77% | Q2 2026 | Jul 29, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 23,470 | 1,415 | 0.12% | 0.16% | 218 | -165 | -0.7% | Q2 2026 | Jul 09, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 23,205 | 1,399 | 0.24% | 0.26% | 219 | +3,707 | 19.01% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Partners, LLC | History | No change | 22,800 | 1,374 | 0.1% | 0.1% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 22,721 | 1,369 | 0.12% | 0.14% | 221 | -3,770 | -14.23% | Q2 2026 | Jul 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 22,600 | 1,362 | 0.0% | — | 222 | +22,600 | New | Q2 2026 | Aug 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 22,483 | 1,355 | 0.46% | 0.34% | 223 | +2,366 | 11.76% | Q2 2026 | Aug 13, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 22,397 | 1,350 | 1.01% | 1.06% | 224 | -427 | -1.87% | Q2 2026 | Jul 22, 2026 |
| Everest Financial Group LLC | History | Reduced | 22,227 | 1,340 | 0.18% | 0.22% | 225 | -2,059 | -8.48% | Q2 2026 | Aug 10, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 22,024 | 1,327 | 0.17% | 0.03% | 226 | +18,361 | 501.26% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 22,007 | 1,326 | 0.0% | 0.0% | 227 | +12,167 | 123.65% | Q2 2026 | Aug 14, 2026 |
| Code Waechter LLC | History | No change | 21,969 | 1,324 | 0.68% | 0.72% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 21,801 | 1,314 | 0.07% | 0.07% | 229 | +487 | 2.28% | Q2 2026 | Jul 31, 2026 |
| IFC & Insurance Marketing, Inc. | History | Reduced | 21,787 | 1,313 | 1.16% | 1.28% | 230 | -373 | -1.68% | Q2 2026 | Jul 09, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 21,733 | 1,310 | 0.24% | 0.32% | 231 | -5,894 | -21.33% | Q2 2026 | Jul 24, 2026 |
| Carolina Wealth Management Inc | History | New | 21,528 | 1,297 | 0.6% | — | 232 | +21,528 | New | Q2 2026 | Aug 11, 2026 |
| LVZ, Inc. | History | Added to | 21,298 | 1,284 | 0.13% | 0.12% | 233 | +1,751 | 8.96% | Q2 2026 | Jul 09, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 21,061 | 1,269 | 0.46% | 0.42% | 234 | +2,633 | 14.29% | Q2 2026 | Jul 17, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 20,701 | 1,248 | 0.67% | 0.66% | 235 | -85 | -0.41% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | Added to | 20,455 | 1,233 | 0.0% | 0.0% | 236 | +687 | 3.48% | Q2 2026 | Aug 13, 2026 |
| Hilton Capital Management, LLC | History | Added to | 20,095 | 1,211 | 0.08% | 0.07% | 237 | +4,230 | 26.66% | Q2 2026 | Aug 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 19,891 | 1,199 | 0.01% | 0.02% | 238 | +100 | 0.51% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 18,773 | 1,173 | 0.15% | 0.15% | 239 | +149 | 0.8% | Q2 2026 | Jul 29, 2026 |
| Independent Wealth Network Inc. | History | Added to | 19,440 | 1,172 | 0.3% | 0.3% | 240 | +1,227 | 6.74% | Q2 2026 | Jul 20, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 19,337 | 1,165 | 0.05% | 0.05% | 241 | -3,383 | -14.89% | Q2 2026 | Aug 18, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 19,229 | 1,159 | 0.25% | 0.25% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 18,928 | 1,141 | 0.41% | 0.43% | 243 | -460 | -2.37% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 18,307 | 1,103 | 0.05% | 0.03% | 244 | +8,193 | 81.01% | Q2 2026 | Jul 20, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 19,960 | 1,102 | 0.71% | 0.71% | 245 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 18,122 | 1,092 | 0.59% | 0.6% | 246 | +1,353 | 8.07% | Q2 2026 | Aug 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 16,934 | 1,087 | 0.29% | 0.3% | 247 | -1,047 | -5.82% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 17,899 | 1,079 | 0.06% | 0.05% | 248 | +778 | 4.54% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 17,779 | 1,071 | 0.26% | 0.28% | 250 | -580 | -3.16% | Q2 2026 | Aug 10, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 17,769 | 1,071 | 0.27% | 0.32% | 249 | +189 | 1.08% | Q2 2026 | Jul 24, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 17,742 | 1,069 | 0.59% | 0.56% | 251 | +2,238 | 14.43% | Q2 2026 | Jul 13, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 17,617 | 1,062 | 0.33% | 0.46% | 252 | -2,387 | -11.93% | Q2 2026 | Aug 20, 2026 |
| Elite Financial, Inc. | History | Added to | 17,550 | 1,058 | 0.43% | 0.39% | 253 | +1,901 | 12.15% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 17,283 | 1,041 | 0.01% | 0.01% | 254 | +3,722 | 27.45% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | Added to | 17,210 | 1,037 | 0.03% | 0.03% | 255 | +1,299 | 8.16% | Q2 2026 | Aug 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 17,000 | 1,024 | 0.04% | — | 256 | +17,000 | New | Q2 2026 | Jul 28, 2026 |
| BXM Wealth LLC | History | No change | 16,000 | 964 | 0.52% | 0.68% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 15,929 | 960 | 0.19% | 0.21% | 258 | -281 | -1.73% | Q2 2026 | Jul 23, 2026 |
| LongView Wealth Management | History | Reduced | 15,682 | 945 | 0.24% | 0.36% | 259 | -9,339 | -37.32% | Q2 2026 | Jul 17, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 15,505 | 934 | 0.06% | 0.05% | 260 | -82 | -0.53% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | Reduced | 15,145 | 913 | 0.01% | 0.02% | 261 | -18,199 | -54.58% | Q2 2026 | Jul 28, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 15,145 | 913 | 0.52% | 0.21% | 262 | +9,548 | 170.59% | Q2 2026 | Aug 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 14,886 | 897 | 0.05% | 0.05% | 263 | +2,138 | 16.77% | Q2 2026 | Aug 04, 2026 |
| Oasis Advisors, LLC | History | Reduced | 14,629 | 882 | 0.57% | 0.52% | 264 | -32,753 | -69.13% | Q2 2026 | Jul 30, 2026 |
| CPC Advisors, LLC | History | Reduced | 14,593 | 879 | 0.12% | 0.17% | 266 | -4,151 | -22.15% | Q2 2026 | Jul 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 14,596 | 879 | 0.03% | 0.03% | 265 | -474 | -3.15% | Q2 2026 | Jul 27, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 14,469 | 872 | 0.03% | 0.03% | 267 | -553 | -3.68% | Q2 2026 | Aug 14, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | New | 14,274 | 860 | 0.11% | — | 268 | +14,274 | New | Q2 2026 | Aug 14, 2026 |
| Blue Water Asset Management | History | Reduced | 14,230 | 857 | 0.28% | 0.27% | 269 | -138 | -0.96% | Q2 2026 | Aug 03, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 14,063 | 847 | 0.51% | 0.51% | 270 | +1,585 | 12.7% | Q2 2026 | Aug 04, 2026 |
| Glassman Wealth Services | History | No change | 13,850 | 835 | 0.1% | 0.1% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | New | 13,743 | 828 | 0.0% | — | 272 | +13,743 | New | Q2 2026 | Jul 29, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 13,610 | 820 | 0.71% | 0.7% | 273 | +308 | 2.32% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 13,573 | 818 | 0.0% | 0.0% | 274 | -299 | -2.16% | Q2 2026 | Jul 17, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 13,535 | 816 | 0.34% | 0.33% | 275 | +1,515 | 12.6% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 13,456 | 811 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 12,971 | 782 | 0.03% | — | 277 | +12,971 | New | Q2 2026 | Aug 13, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 12,889 | 777 | 0.16% | 0.15% | 278 | +1,492 | 13.09% | Q2 2026 | Jul 17, 2026 |
| Monetary Solutions, Ltd | History | Added to | 12,804 | 771 | 0.66% | 0.52% | 279 | +3,150 | 32.63% | Q2 2026 | Jul 23, 2026 |
| Financial Management, Inc. | History | Added to | 12,717 | 766 | 0.63% | 0.65% | 280 | +108 | 0.86% | Q2 2026 | Aug 12, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 12,286 | 756 | 0.02% | 0.03% | 281 | -319 | -2.53% | Q2 2026 | Aug 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,516 | 754 | 0.08% | 0.08% | 282 | +448 | 3.71% | Q2 2026 | Jul 09, 2026 |
| Strategic Financial Concepts, LLC | History | New | 12,494 | 753 | 0.22% | — | 283 | +12,494 | New | Q2 2026 | Jul 27, 2026 |
| bLong Financial, LLC | History | Added to | 12,457 | 750 | 0.49% | 0.52% | 284 | +81 | 0.65% | Q2 2026 | Jul 21, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 12,383 | 746 | 0.7% | 0.74% | 285 | +162 | 1.33% | Q2 2026 | Jul 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 12,174 | 733 | 0.02% | 0.02% | 286 | +238 | 1.99% | Q2 2026 | Jul 09, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 11,894 | 717 | 0.04% | 0.04% | 287 | -1,562 | -11.61% | Q2 2026 | Jul 08, 2026 |
| Redwood Financial Network Corp | History | Added to | 11,890 | 716 | 0.4% | 0.33% | 288 | +2,784 | 30.57% | Q2 2026 | Aug 07, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 11,648 | 702 | 0.13% | — | 289 | +11,648 | New | Q2 2026 | Aug 07, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 11,472 | 691 | 0.19% | 0.22% | 290 | -196 | -1.68% | Q2 2026 | Jul 21, 2026 |
| Spartan Wealth Advisory Services LLC | History | Reduced | 11,475 | 691 | 0.06% | 0.06% | 291 | -25 | -0.22% | Q2 2026 | Aug 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 11,418 | 688 | 0.37% | 0.36% | 292 | -200 | -1.72% | Q2 2026 | Aug 13, 2026 |
| Live Oak Investment Partners | History | No change | 11,184 | 674 | 0.36% | 0.36% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 10,956 | 660 | 0.24% | 0.24% | 294 | +292 | 2.74% | Q2 2026 | Jul 08, 2026 |
| Ancora Advisors LLC | History | Reduced | 10,727 | 646 | 0.01% | 0.01% | 295 | -656 | -5.76% | Q2 2026 | Aug 14, 2026 |
| Advisors Preferred, LLC | History | Added to | 10,451 | 640 | 0.1% | 0.05% | 296 | +4,209 | 67.43% | Q2 2026 | Aug 11, 2026 |
| Midwest Financial Network, LLC | History | Added to | 10,393 | 626 | 0.43% | 0.29% | 297 | +3,746 | 56.36% | Q2 2026 | Jul 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,366 | 624 | 0.0% | 0.0% | 298 | +2,467 | 31.23% | Q2 2026 | Aug 18, 2026 |
| StoneX Group Inc. | History | Reduced | 10,047 | 605 | 0.02% | 0.03% | 299 | -1,201 | -10.68% | Q2 2026 | Aug 12, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 9,749 | 605 | 0.06% | 0.07% | 300 | -1,078 | -9.96% | Q2 2026 | Jul 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 10,007 | 603 | 0.07% | 0.08% | 301 | -1,511 | -13.12% | Q2 2026 | Jul 29, 2026 |
| Widmann Financial Services, Inc. | History | Reduced | 9,832 | 592 | 0.32% | 0.33% | 302 | -100 | -1.01% | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 9,805 | 591 | 0.13% | 0.13% | 303 | +30 | 0.31% | Q2 2026 | Sep 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 9,662 | 583 | 0.02% | 0.05% | 304 | -8,770 | -47.58% | Q2 2026 | Aug 17, 2026 |
| Vision Retirement, LLC | History | Added to | 9,683 | 583 | 0.14% | 0.05% | 305 | +6,474 | 201.75% | Q2 2026 | Jul 21, 2026 |
| XY Planning Network, Inc. | History | New | 9,401 | 566 | 0.07% | — | 306 | +9,401 | New | Q2 2026 | Jul 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 9,297 | 560 | 0.07% | 0.04% | 307 | +3,229 | 53.21% | Q2 2026 | Jul 23, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 9,179 | 553 | 0.05% | 0.05% | 308 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 10,008 | 552 | 0.07% | 0.07% | 309 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Investment Advisory Group, LLC | History | Added to | 9,156 | 551 | 0.12% | 0.13% | 310 | +3 | 0.03% | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 9,031 | 544 | 0.03% | 0.0% | 311 | +8,471 | 1512.68% | Q2 2026 | Aug 10, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 8,962 | 540 | 0.05% | 0.06% | 312 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,776 | 529 | 0.02% | 0.02% | 313 | -10 | -0.11% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 8,730 | 526 | 0.01% | 0.01% | 314 | +1,600 | 22.44% | Q2 2026 | Jul 09, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 8,679 | 523 | 0.37% | 0.4% | 315 | -27 | -0.31% | Q2 2026 | Jul 31, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 8,596 | 518 | 0.07% | 0.12% | 316 | -5,598 | -39.44% | Q2 2026 | Aug 04, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 8,514 | 513 | 0.05% | 0.43% | 317 | -97,198 | -91.95% | Q2 2026 | Jul 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 8,283 | 499 | 0.0% | 0.0% | 318 | +400 | 5.07% | Q2 2026 | Aug 06, 2026 |
| Advisory Alpha, LLC | History | Reduced | 8,229 | 496 | 0.01% | 0.01% | 319 | -99 | -1.19% | Q2 2026 | Aug 11, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 8,180 | 493 | 0.23% | 0.3% | 321 | -2,130 | -20.66% | Q2 2026 | Jul 22, 2026 |
| SMITH, MOORE & CO. | History | Added to | 8,188 | 493 | 0.03% | 0.03% | 320 | +398 | 5.11% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 8,172 | 492 | 0.02% | 0.02% | 322 | -50 | -0.61% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,142 | 490 | 0.0% | 0.0% | 323 | +1,066 | 15.07% | Q2 2026 | Aug 14, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 8,051 | 485 | 0.04% | 0.05% | 324 | -330 | -3.94% | Q2 2026 | Jul 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,027 | 483 | 0.01% | 0.01% | 326 | +1,783 | 28.56% | Q2 2026 | Jul 15, 2026 |
| Keel Point, LLC | History | No change | 8,023 | 483 | 0.03% | 0.03% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 8,698 | 480 | 0.03% | 0.03% | 327 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 7,960 | 479 | 0.01% | 0.01% | 328 | +1,275 | 19.07% | Q2 2026 | Jul 20, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 7,805 | 470 | 0.05% | 0.05% | 329 | -100 | -1.27% | Q2 2026 | Jul 07, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 7,786 | 469 | 0.12% | 0.12% | 330 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 7,748 | 467 | 0.07% | 0.1% | 331 | -165 | -2.09% | Q2 2026 | Aug 04, 2026 |
| Optivise Advisory Services LLC | History | Added to | 7,732 | 466 | 0.24% | 0.23% | 332 | +947 | 13.96% | Q2 2026 | Jul 13, 2026 |
| United Bank | History | Added to | 7,669 | 462 | 0.14% | 0.11% | 333 | +1,691 | 28.29% | Q2 2026 | Aug 10, 2026 |
| Smithfield Trust Co | History | No change | 7,600 | 460 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisor OS, LLC | History | No change | 7,557 | 455 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aprio Wealth Management, LLC | History | New | 7,438 | 448 | 0.02% | — | 336 | +7,438 | New | Q2 2026 | Jul 24, 2026 |
| PUREfi Wealth, LLC | History | Added to | 7,295 | 439 | 0.24% | 0.15% | 337 | +3,008 | 70.17% | Q2 2026 | Jul 27, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 7,270 | 438 | 0.32% | 0.35% | 338 | +127 | 1.78% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | Added to | 7,246 | 436 | 0.0% | 0.0% | 339 | +25 | 0.35% | Q2 2026 | Jul 30, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,192 | 433 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7,133 | 430 | 0.04% | 0.08% | 341 | -6,029 | -45.81% | Q2 2026 | Jul 22, 2026 |
| Anfield Capital Management, LLC | History | No change | 7,772 | 429 | 0.12% | 0.12% | 342 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FSA Advisors, Inc. | History | New | 7,012 | 422 | 0.19% | — | 343 | +7,012 | New | Q2 2026 | Aug 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 6,921 | 417 | 0.04% | — | 344 | +6,921 | New | Q2 2026 | Aug 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 6,519 | 406 | 0.04% | 0.04% | 345 | +42 | 0.65% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | New | 6,680 | 404 | 0.0% | — | 346 | +6,680 | New | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 6,618 | 399 | 0.03% | 0.03% | 347 | +335 | 5.33% | Q2 2026 | Jul 21, 2026 |
| Tranquility Partners, LLC | History | No change | 6,590 | 397 | 0.14% | 0.14% | 348 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 6,573 | 396 | 0.02% | 0.02% | 350 | -117 | -1.75% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | Added to | 6,574 | 396 | 0.0% | 0.0% | 349 | +55 | 0.84% | Q2 2026 | Aug 12, 2026 |
| NOVEM GROUP | History | Added to | 6,489 | 391 | 0.04% | 0.04% | 351 | +376 | 6.15% | Q2 2026 | Jul 21, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 6,300 | 379 | 0.02% | 0.03% | 352 | -973 | -13.38% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 6,275 | 378 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 6,128 | 369 | 0.0% | 0.0% | 354 | -1,204 | -16.42% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | New | 6,117 | 368 | 0.0% | — | 356 | +6,117 | New | Q2 2026 | Aug 14, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 6,116 | 368 | 0.18% | 0.17% | 355 | +183 | 3.08% | Q2 2026 | Jul 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 6,008 | 362 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | New | 5,960 | 359 | 0.0% | — | 359 | +5,960 | New | Q2 2026 | Aug 11, 2026 |
| Centurion Wealth Management LLC | History | Added to | 5,959 | 359 | 0.09% | 0.07% | 358 | +130 | 2.23% | Q2 2026 | Jul 09, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 5,857 | 353 | 0.16% | 0.14% | 360 | +713 | 13.86% | Q2 2026 | Aug 10, 2026 |
| Aspect Partners, LLC | History | No change | 5,840 | 352 | 0.13% | 0.13% | 361 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 5,740 | 346 | 0.01% | 0.01% | 362 | -101 | -1.73% | Q2 2026 | Jul 17, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 5,752 | 346 | 0.12% | 0.13% | 363 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 5,704 | 343 | 0.03% | 0.05% | 364 | -1,756 | -23.54% | Q2 2026 | Aug 14, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 5,628 | 339 | 0.08% | 0.08% | 365 | +81 | 1.46% | Q2 2026 | Aug 11, 2026 |
| Southland Equity Partners LLC | History | Reduced | 5,584 | 336 | 0.06% | 0.07% | 366 | -470 | -7.76% | Q2 2026 | Jul 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 5,561 | 335 | 0.01% | 0.01% | 367 | -6 | -0.11% | Q2 2026 | Aug 14, 2026 |
| SageOak Financial, LLC | History | No change | 5,567 | 335 | 0.22% | 0.22% | 368 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MATHER GROUP, LLC. | History | New | 5,483 | 330 | 0.0% | — | 369 | +5,483 | New | Q2 2026 | Jul 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 5,457 | 329 | 0.01% | 0.11% | 370 | -47,096 | -89.62% | Q2 2026 | Jul 31, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 5,420 | 326 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 5,381 | 324 | 0.01% | 0.01% | 372 | +76 | 1.43% | Q2 2026 | Aug 03, 2026 |
| Financial Perspectives, Inc | History | Added to | 5,369 | 323 | 0.08% | 0.08% | 373 | +15 | 0.28% | Q2 2026 | Jul 24, 2026 |
| COMMERCE BANK | History | New | 5,340 | 321 | 0.0% | — | 375 | +5,340 | New | Q2 2026 | Aug 12, 2026 |
| Atlas Brown,Inc. | History | Added to | 5,337 | 321 | 0.09% | 0.09% | 374 | +12 | 0.23% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,225 | 315 | 0.0% | 0.0% | 376 | +159 | 3.14% | Q2 2026 | Aug 06, 2026 |
| Tidemark, LLC | History | Reduced | 5,125 | 308 | 0.07% | 0.09% | 377 | -1,418 | -21.67% | Q2 2026 | Aug 10, 2026 |
| Herold Advisors, Inc. | History | No change | 5,057 | 306 | 0.06% | 0.06% | 378 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 5,000 | 301 | 0.13% | 0.13% | 379 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fortitude Financial, LLC | History | Reduced | 4,972 | 299 | 0.27% | 1.26% | 380 | -38,277 | -88.5% | Q2 2026 | Jul 09, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 4,929 | 297 | 0.01% | 0.01% | 381 | +672 | 15.79% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,909 | 295 | 0.0% | — | 382 | +4,909 | New | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | New | 4,880 | 294 | 0.0% | — | 383 | +4,880 | New | Q2 2026 | Jul 27, 2026 |
| Nvest Financial, LLC | History | New | 4,865 | 293 | 0.09% | — | 384 | +4,865 | New | Q2 2026 | Jul 30, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 4,829 | 291 | 0.1% | 0.15% | 385 | -1,982 | -29.1% | Q2 2026 | Jul 23, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 4,835 | 291 | 0.11% | 0.11% | 386 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MWA Asset Management | History | Reduced | 4,793 | 288 | 0.13% | 0.16% | 387 | -405 | -7.79% | Q2 2026 | Jul 31, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 4,707 | 283 | 0.04% | 0.05% | 389 | -78 | -1.63% | Q2 2026 | Aug 05, 2026 |
| Greenwich Wealth Management LLC | History | No change | 4,694 | 283 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Ion Advisors, LLC | History | No change | 4,673 | 281 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 4,638 | 279 | 0.02% | 0.02% | 391 | +38 | 0.83% | Q2 2026 | Aug 17, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 4,619 | 278 | 0.24% | 0.25% | 392 | +39 | 0.85% | Q2 2026 | Jul 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,608 | 277 | 0.0% | 0.0% | 393 | +505 | 12.31% | Q2 2026 | Aug 13, 2026 |
| TFB Advisors LLC | History | Reduced | 4,591 | 276 | 0.12% | 0.13% | 394 | -75 | -1.61% | Q2 2026 | Aug 06, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 4,513 | 272 | 0.23% | 0.23% | 395 | +107 | 2.43% | Q2 2026 | Jul 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 4,500 | 271 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 4,405 | 265 | 0.0% | 0.0% | 398 | -869 | -16.48% | Q2 2026 | Aug 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 4,407 | 265 | 0.03% | 0.03% | 397 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZEGA Investments, LLC | History | No change | 4,407 | 265 | 0.03% | 0.03% | 399 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Forge Financial Services LLC | History | No change | 4,403 | 265 | 0.02% | 0.02% | 400 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 4,376 | 263 | 0.11% | 0.12% | 401 | +5 | 0.11% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 4,347 | 262 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Concepts Unlimited, Inc. | History | Added to | 4,328 | 260 | 0.2% | 0.2% | 404 | +347 | 8.72% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,315 | 260 | 0.0% | 0.01% | 403 | +35 | 0.82% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | New | 4,235 | 255 | 0.03% | — | 405 | +4,235 | New | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | New | 4,217 | 254 | 0.0% | — | 406 | +4,217 | New | Q2 2026 | Aug 06, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 4,210 | 253 | 0.11% | 0.12% | 409 | -48 | -1.13% | Q2 2026 | Jul 30, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 4,211 | 253 | 0.19% | 0.21% | 408 | +36 | 0.86% | Q2 2026 | Aug 03, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 4,209 | 253 | 0.1% | 0.11% | 407 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Breakwater Capital Group | History | No change | 4,188 | 252 | 0.03% | 0.03% | 410 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 4,127 | 248 | 0.12% | 0.13% | 412 | +476 | 13.04% | Q2 2026 | Jul 17, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 4,123 | 248 | 0.06% | 0.06% | 411 | +36 | 0.88% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | New | 4,103 | 247 | 0.05% | — | 413 | +4,103 | New | Q2 2026 | Jul 27, 2026 |
| VICUS CAPITAL | History | New | 4,083 | 246 | 0.02% | — | 415 | +4,083 | New | Q2 2026 | Aug 05, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 4,085 | 246 | 0.17% | 0.23% | 414 | -1,337 | -24.66% | Q2 2026 | Jul 22, 2026 |
| Betterment LLC | History | Reduced | 4,044 | 244 | 0.0% | 0.0% | 416 | -1,604 | -28.4% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,030 | 242 | 0.01% | 0.01% | 417 | -118 | -2.84% | Q2 2026 | Aug 05, 2026 |
| Anchor Investment Management, LLC | History | Added to | 3,984 | 240 | 0.02% | 0.02% | 418 | +15 | 0.38% | Q2 2026 | Sep 15, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 3,951 | 238 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 4,292 | 237 | 0.01% | — | 420 | +4,292 | New | Q2 2026 | Jul 09, 2026 |
| Snowden Capital Advisors LLC | History | New | 3,933 | 237 | 0.01% | — | 421 | +3,933 | New | Q2 2026 | Aug 13, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 3,905 | 235 | 0.17% | 0.2% | 422 | -300 | -7.13% | Q2 2026 | Jul 28, 2026 |
| Delta Investment Management, LLC | History | Added to | 3,885 | 234 | 0.04% | 0.04% | 423 | +156 | 4.18% | Q2 2026 | Aug 13, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 4,220 | 233 | 0.13% | 0.13% | 424 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KWB Wealth | History | New | 3,750 | 226 | 0.02% | — | 427 | +3,750 | New | Q2 2026 | Jul 10, 2026 |
| NFSG Corp | History | Reduced | 3,749 | 226 | 0.03% | 0.04% | 426 | -301 | -7.43% | Q2 2026 | Aug 14, 2026 |
| Aldebaran Financial Inc. | History | No change | 3,762 | 226 | 0.18% | 0.2% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | New | 3,744 | 225 | 0.01% | — | 429 | +3,744 | New | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,739 | 225 | 0.01% | 0.02% | 428 | -3,675 | -49.57% | Q2 2026 | Aug 04, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | New | 3,682 | 221 | 0.07% | — | 430 | +3,682 | New | Q2 2026 | Aug 11, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | New | 3,664 | 220 | 0.17% | — | 431 | +3,664 | New | Q2 2026 | Aug 07, 2026 |
| HORAN Wealth, LLC | History | New | 3,651 | 220 | 0.03% | — | 432 | +3,651 | New | Q2 2026 | Aug 26, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 3,644 | 219 | 0.04% | 0.04% | 433 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Destiny Capital Corp/CO | History | No change | 3,631 | 218 | 0.1% | 0.11% | 434 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEVEN MILE ADVISORY | History | New | 3,500 | 211 | 0.14% | — | 435 | +3,500 | New | Q2 2026 | Aug 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | New | 3,488 | 210 | 0.07% | — | 437 | +3,488 | New | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 3,490 | 210 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | New | 3,465 | 208 | 0.03% | — | 439 | +3,465 | New | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,466 | 208 | 0.0% | 0.01% | 438 | -3,035 | -46.69% | Q2 2026 | Aug 13, 2026 |
| Harbor Group, Inc. | History | New | 3,430 | 206 | 0.02% | — | 441 | +3,430 | New | Q2 2026 | Jul 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,430 | 206 | 0.03% | 0.03% | 440 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | New | 3,415 | 205 | 0.0% | — | 442 | +3,415 | New | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | New | 3,354 | 202 | 0.01% | — | 443 | +3,354 | New | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | New | 3,340 | 201 | 0.01% | — | 444 | +3,340 | New | Q2 2026 | Aug 03, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 3,254 | 196 | 0.01% | — | 445 | +3,254 | New | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,250 | 195 | 0.0% | 0.0% | 446 | -487 | -13.03% | Q2 2026 | Aug 12, 2026 |
| Hoese & Co LLP | History | No change | 3,000 | 180 | 0.12% | 0.12% | 447 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 2,979 | 179 | 0.15% | 0.24% | 448 | -1,444 | -32.65% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,700 | 162 | 0.01% | 0.01% | 449 | +148 | 5.8% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,684 | 161 | 0.0% | 0.0% | 450 | +782 | 41.11% | Q2 2026 | Aug 05, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,546 | 153 | 0.04% | 0.01% | 451 | +2,021 | 384.95% | Q2 2026 | Jul 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 2,373 | 143 | 0.01% | 0.01% | 452 | -1 | -0.04% | Q2 2026 | Jul 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,368 | 142 | 0.0% | 0.0% | 454 | +2,216 | 1457.89% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,366 | 142 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 2,148 | 129 | 0.04% | 0.04% | 455 | -70 | -3.16% | Q2 2026 | Jul 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,093 | 126 | 0.0% | 0.0% | 456 | +13 | 0.63% | Q2 2026 | Jul 24, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,086 | 125 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 2,000 | 120 | 0.09% | 0.1% | 458 | -160 | -7.41% | Q2 2026 | Jul 24, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | New | 1,800 | 108 | 0.02% | — | 459 | +1,800 | New | Q2 2026 | Jul 23, 2026 |
| GODSEY & GIBB, INC | History | No change | 1,475 | 88 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 1,341 | 80 | 0.04% | 0.04% | 461 | +14 | 1.06% | Q2 2026 | Jul 27, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,250 | 75 | 0.06% | 0.05% | 462 | +250 | 25.0% | Q2 2026 | Aug 11, 2026 |
| Roxbury Financial LLC | History | No change | 1,173 | 70 | 0.06% | 0.06% | 463 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,155 | 69 | 0.0% | 0.0% | 464 | -206 | -15.14% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 1,020 | 62 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 932 | 56 | 0.01% | — | 466 | +932 | New | Q2 2026 | Jul 23, 2026 |
| Abound Wealth Management | History | No change | 927 | 55 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 900 | 54 | 0.0% | 0.0% | 468 | -256 | -22.15% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | New | 847 | 51 | 0.01% | — | 469 | +847 | New | Q2 2026 | Jul 30, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 774 | 48 | 0.02% | 0.02% | 471 | -285 | -26.91% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Reduced | 800 | 48 | 0.0% | 0.0% | 470 | -61 | -7.08% | Q2 2026 | Aug 03, 2026 |
| MidFirst Bank | History | No change | 793 | 47 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horrell Capital Management, Inc. | History | No change | 750 | 45 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 672 | 44 | 0.03% | — | 475 | +672 | New | Q2 2026 | Jul 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 740 | 44 | 0.01% | 0.01% | 474 | +7 | 0.95% | Q2 2026 | Aug 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 691 | 41 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Institute for Wealth Management, LLC. | History | New | 563 | 33 | 0.0% | — | 478 | +563 | New | Q2 2026 | Jul 28, 2026 |
| Concord Wealth Partners | History | New | 549 | 33 | 0.0% | — | 479 | +549 | New | Q2 2026 | Jul 27, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 557 | 33 | 0.01% | 0.01% | 477 | +4 | 0.72% | Q2 2026 | Jul 22, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 524 | 31 | 0.0% | — | 480 | +524 | New | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | Added to | 480 | 28 | 0.0% | 0.0% | 481 | +4 | 0.84% | Q2 2026 | Jul 23, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 442 | 26 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 447 | 26 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 409 | 24 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avalon Trust Co | History | No change | 400 | 24 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atomic Invest LLC | History | No change | 445 | 24 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | Sep 24, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 368 | 22 | 0.01% | 0.01% | 487 | +3 | 0.82% | Q2 2026 | Aug 07, 2026 |
| PlanVest Financial, Inc | History | Reduced | 360 | 21 | 0.01% | 0.03% | 488 | -330 | -47.83% | Q2 2026 | Aug 10, 2026 |
| Archer Investment Corp | History | Reduced | 327 | 19 | 0.0% | 0.0% | 489 | -62 | -15.94% | Q2 2026 | Aug 03, 2026 |
| Providence Capital Advisors, LLC | History | New | 297 | 17 | 0.0% | — | 491 | +297 | New | Q2 2026 | Aug 11, 2026 |
| Front Row Advisors LLC | History | No change | 282 | 17 | 0.0% | 0.01% | 490 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthAvenue LLC | History | New | 251 | 15 | 0.01% | — | 492 | +251 | New | Q2 2026 | Jul 21, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 236 | 14 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 213 | 12 | 0.0% | 0.0% | 494 | -418 | -66.24% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Added to | 192 | 12 | 0.0% | 0.0% | 495 | +1 | 0.52% | Q2 2026 | Jul 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 184 | 11 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TD Capital Management LLC | History | Added to | 180 | 10 | 0.0% | 0.0% | 497 | +2 | 1.12% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Reduced | 145 | 8 | 0.0% | 0.0% | 498 | -58 | -28.57% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 135 | 8 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 121 | 7 | 0.0% | 0.01% | 500 | -244 | -66.85% | Q2 2026 | Aug 07, 2026 |
| Ulland Investment Advisors, LLC | History | New | 100 | 6 | 0.0% | — | 502 | +100 | New | Q2 2026 | Jul 16, 2026 |
| Triumph Capital Management | History | No change | 100 | 6 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 87 | 5 | 0.0% | — | 505 | +87 | New | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 97 | 5 | 0.0% | — | 504 | +85 | 708.33% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 93 | 5 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 71 | 4 | 0.0% | 0.0% | 508 | -256 | -78.29% | Q2 2026 | Aug 06, 2026 |
| Westend Capital Management, LLC | History | New | 67 | 4 | 0.0% | — | 513 | +67 | New | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | Reduced | 70 | 4 | 0.01% | 0.0% | 510 | -33 | -32.04% | Q2 2026 | Aug 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 67 | 4 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 75 | 4 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 76 | 4 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Coston, McIsaac & Partners | History | No change | 81 | 4 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 77 | 4 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CENTRAL TRUST Co | History | New | 65 | 3 | 0.0% | — | 515 | +65 | New | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | No change | 52 | 3 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 40 | 2 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 44 | 2 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trust Co | History | New | 30 | 1 | 0.0% | — | 520 | +30 | New | Q2 2026 | Jul 10, 2026 |
| Cordant, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.74% | — | -1,242,887 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -72,285 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Castleview Partners, LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -53,925 | -100.0% | Q2 2026 | Jul 20, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -14,368 | -100.0% | Q2 2026 | Aug 04, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -12,650 | -100.0% | Q2 2026 | Jul 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,700 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,827 | -100.0% | Q2 2026 | Aug 10, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -10,699 | -100.0% | Q2 2026 | Aug 11, 2026 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -9,108 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -7,097 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TritonPoint Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,303 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,016 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,324 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,190 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,656 | -100.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,534 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Level Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,376 | -100.0% | Q2 2026 | Jul 28, 2026 |
| HEADINVEST, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,885 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ADG Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,040 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -647 | -100.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -622 | -100.0% | Q2 2026 | Jul 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -482 | -100.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -329 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -244 | -100.0% | Q2 2026 | Jul 23, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -194 | -100.0% | Q2 2026 | Jul 16, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q2 2026 | Jul 29, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -11 | -50.0% | Q2 2026 | Jul 24, 2026 |
| Valued Wealth Advisors LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Costello Asset Management, INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |