FIRST TRUST EXCHANGE-TRADED FUND - FIW
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.
Details.
Showing first 300 of
347 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,001,039 | 109,633 | 0.01% | 0.01% | 1 | -6,355 | -0.63% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 914,506 | 100,156 | 0.02% | 0.03% | 2 | -34,389 | -3.62% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 528,797 | 57,913 | 0.0% | 0.0% | 3 | +16,713 | 3.26% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 316,764 | 34,692 | 0.01% | 0.01% | 4 | +8,235 | 2.67% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 309,460 | 33,892 | 0.04% | 0.04% | 5 | +15,683 | 5.34% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 281,084 | 30,784 | 0.01% | 0.01% | 6 | +10,706 | 3.96% | Q2 2026 | Aug 14, 2026 |
| Polianta Ltd | History | No change | 267,700 | 29,318 | 3.62% | 3.66% | 7 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 232,525 | 25,467 | 0.02% | 0.02% | 8 | +30,157 | 14.9% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 218,425 | 23,921 | 0.01% | 0.01% | 9 | -7,700 | -3.41% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Reduced | 216,365 | 23,696 | 0.0% | 0.0% | 10 | -8,112 | -3.61% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 209,521 | 22,946 | 0.02% | 0.02% | 11 | +15,389 | 7.93% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 201,240 | 22,041 | 0.0% | 0.0% | 12 | +28,902 | 16.77% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | No change | 177,700 | 19,461 | 0.01% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 162,472 | 17,793 | 0.2% | 0.18% | 14 | +21,230 | 15.03% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 161,170 | 17,615 | 0.0% | 0.0% | 15 | -35,117 | -17.89% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 157,875 | 17,290 | 0.35% | 0.44% | 16 | +47,042 | 42.44% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 118,540 | 12,988 | 0.02% | 0.02% | 17 | +5,755 | 5.1% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 114,751 | 12,567 | 0.92% | 0.94% | 18 | +1,794 | 1.59% | Q2 2026 | Aug 06, 2026 |
| Evelyn Partners Group Ltd | History | New | 188,228 | 12,374 | 0.03% | — | 19 | +188,228 | New | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 100,000 | 10,952 | 0.0% | 0.0% | 20 | +50,000 | 100.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 97,948 | 10,727 | 0.02% | 0.03% | 21 | -909 | -0.92% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 81,637 | 8,940 | 0.01% | 0.01% | 22 | -6,115 | -6.97% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | Added to | 68,509 | 7,503 | 0.05% | 0.2% | 23 | +787 | 1.16% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Added to | 66,250 | 7,255 | 0.01% | 0.01% | 24 | +637 | 0.97% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 65,594 | 7,183 | 0.02% | 0.03% | 25 | -9,490 | -12.64% | Q2 2026 | Jul 28, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 64,382 | 7,051 | 2.4% | 2.3% | 26 | +10,789 | 20.13% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 64,351 | 7,047 | 0.13% | 0.11% | 27 | +9,037 | 16.34% | Q2 2026 | Jul 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 56,319 | 6,168 | 0.01% | 0.01% | 28 | +5,436 | 10.68% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 53,737 | 5,885 | 0.03% | 0.03% | 29 | -5,415 | -9.15% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 51,543 | 5,645 | 0.12% | — | 30 | +51,543 | New | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 50,333 | 5,512 | 0.0% | 0.0% | 31 | +7,367 | 17.15% | Q2 2026 | Aug 12, 2026 |
| White Pine Investment CO | History | Added to | 49,314 | 5,401 | 1.15% | 1.15% | 32 | +1,500 | 3.14% | Q2 2026 | Jul 20, 2026 |
| BIP Wealth, LLC | History | Added to | 49,264 | 5,395 | 0.15% | 0.13% | 33 | +17,698 | 56.07% | Q2 2026 | Aug 03, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 47,141 | 5,162 | 0.18% | 0.2% | 34 | +484 | 1.04% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 45,968 | 5,034 | 0.06% | 0.09% | 35 | -6,467 | -12.33% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 45,827 | 5,018 | 0.01% | 0.01% | 36 | +9,214 | 25.17% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | Added to | 45,720 | 5,007 | 0.13% | 0.13% | 37 | +1,141 | 2.56% | Q2 2026 | Aug 07, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 44,810 | 4,907 | 0.64% | 0.68% | 38 | -1,004 | -2.19% | Q2 2026 | Jul 20, 2026 |
| Prism Advisors, Inc. | History | Reduced | 44,480 | 4,871 | 1.18% | 1.26% | 39 | -1,365 | -2.98% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 43,869 | 4,671 | 0.09% | 0.12% | 40 | -4,358 | -9.04% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 40,866 | 4,471 | 0.0% | 0.0% | 41 | -855 | -2.05% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 39,268 | 4,302 | 0.04% | 0.04% | 42 | +4,796 | 13.91% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 38,245 | 4,188 | 0.0% | 0.0% | 43 | -59,449 | -60.85% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 35,728 | 3,920 | 0.06% | 0.04% | 44 | +12,784 | 55.72% | Q2 2026 | Jul 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 33,010 | 3,615 | 0.73% | 0.74% | 45 | +794 | 2.46% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 32,705 | 3,581 | 0.0% | 0.0% | 46 | +24,596 | 303.32% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 31,213 | 3,418 | 0.01% | 0.01% | 47 | +1,017 | 3.37% | Q2 2026 | Aug 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 29,386 | 3,218 | 0.02% | 0.02% | 48 | +6,198 | 26.73% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 28,814 | 3,155 | 0.02% | 0.02% | 49 | +1,941 | 7.22% | Q2 2026 | Aug 14, 2026 |
| SACKS & ASSOCIATES, LLC | History | Added to | 27,204 | 2,957 | 1.99% | 2.04% | 50 | +563 | 2.11% | Q2 2026 | Aug 04, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Added to | 26,594 | 2,912 | 1.18% | 1.26% | 51 | +2,215 | 9.09% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,633 | 2,697 | 0.0% | 0.0% | 52 | -7,840 | -24.14% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 24,328 | 2,664 | 0.02% | 0.03% | 53 | -13,156 | -35.1% | Q2 2026 | Sep 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 23,965 | 2,624 | 0.03% | 0.02% | 54 | +7,523 | 45.75% | Q2 2026 | Aug 03, 2026 |
| Farrow Financial, Inc. | History | Reduced | 23,072 | 2,526 | 1.35% | 1.35% | 55 | -3 | -0.01% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,206 | 2,515 | 0.0% | 0.0% | 56 | +1,000 | 4.5% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 22,920 | 2,510 | 0.01% | 0.01% | 57 | +1,339 | 6.2% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Reduced | 22,359 | 2,448 | 0.0% | 0.0% | 58 | -171 | -0.76% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,277 | 2,439 | 0.01% | 0.01% | 59 | +3,564 | 19.05% | Q2 2026 | Aug 17, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 22,267 | 2,438 | 0.38% | 0.42% | 60 | -283 | -1.25% | Q2 2026 | Aug 11, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 23,582 | 2,432 | 0.84% | 0.84% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 20,428 | 2,237 | 0.1% | 0.1% | 62 | +1,161 | 6.03% | Q2 2026 | Jul 22, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 20,129 | 2,204 | 0.53% | 0.66% | 63 | -3,661 | -15.39% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 19,894 | 2,178 | 0.0% | 0.0% | 64 | -23,214 | -53.85% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 19,450 | 2,130 | 0.01% | 0.0% | 65 | +11,555 | 146.36% | Q2 2026 | Aug 18, 2026 |
| Global Retirement Partners, LLC | History | New | 18,312 | 2,005 | 0.03% | — | 66 | +18,312 | New | Q2 2026 | Aug 06, 2026 |
| Eagle Strategies LLC | History | Reduced | 18,250 | 1,998 | 0.2% | 0.23% | 67 | -744 | -3.92% | Q2 2026 | Jul 21, 2026 |
| Bison Wealth, LLC | History | Reduced | 18,086 | 1,977 | 0.18% | 0.18% | 68 | -450 | -2.43% | Q2 2026 | Jul 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 18,039 | 1,975 | 0.02% | 0.04% | 69 | -16,543 | -47.84% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 17,979 | 1,969 | 0.02% | 0.02% | 70 | -250 | -1.37% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 17,913 | 1,961 | 0.11% | 0.11% | 71 | +1,389 | 8.41% | Q2 2026 | Jul 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 17,633 | 1,931 | 0.12% | 0.14% | 72 | +244 | 1.4% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 17,335 | 1,898 | 0.01% | 0.0% | 73 | +16,167 | 1384.16% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 17,067 | 1,869 | 0.6% | 0.67% | 74 | -698 | -3.93% | Q2 2026 | Jul 31, 2026 |
| LeClair Wealth Partners LLC | History | New | 16,360 | 1,791 | 0.93% | — | 75 | +16,360 | New | Q2 2026 | Aug 04, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 16,070 | 1,760 | 0.07% | 0.08% | 76 | +43 | 0.27% | Q2 2026 | Jul 28, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 15,901 | 1,741 | 0.21% | 0.22% | 77 | -261 | -1.61% | Q2 2026 | Jul 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,797 | 1,730 | 0.01% | 0.02% | 78 | -27,804 | -63.77% | Q2 2026 | Aug 13, 2026 |
| Davis Investment Partners, LLC | History | Added to | 15,573 | 1,705 | 0.52% | 0.57% | 79 | +2 | 0.01% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Management, Inc. | History | No change | 15,223 | 1,667 | 0.24% | 0.25% | 80 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 15,140 | 1,658 | 0.76% | 0.8% | 81 | +311 | 2.1% | Q2 2026 | Jul 29, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,922 | 1,634 | 0.0% | 0.0% | 82 | +398 | 2.74% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 14,450 | 1,582 | 0.02% | 0.02% | 83 | -270 | -1.83% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 14,593 | 1,581 | 0.09% | 0.1% | 84 | +519 | 3.69% | Q2 2026 | Jul 22, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 14,181 | 1,553 | 0.38% | 0.41% | 85 | +392 | 2.84% | Q2 2026 | Jul 30, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 13,631 | 1,492 | 0.96% | 0.89% | 86 | +1,305 | 10.59% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 13,510 | 1,479 | 0.01% | 0.01% | 87 | -1,050 | -7.21% | Q2 2026 | Jul 24, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 13,476 | 1,475 | 1.1% | 1.12% | 88 | +953 | 7.61% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | Reduced | 13,271 | 1,453 | 0.02% | 0.02% | 89 | -871 | -6.16% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 12,793 | 1,401 | 0.0% | 0.0% | 90 | +316 | 2.53% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,670 | 1,387 | 0.0% | 0.0% | 91 | +47 | 0.37% | Q2 2026 | Aug 12, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 12,352 | 1,352 | 0.87% | 0.9% | 92 | +44 | 0.36% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 12,148 | 1,330 | 0.06% | 0.06% | 93 | -312 | -2.5% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | Added to | 12,013 | 1,315 | 0.0% | 0.0% | 94 | +325 | 2.78% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 11,588 | 1,269 | 0.12% | 0.0% | 95 | +11,288 | 3762.67% | Q2 2026 | Jul 22, 2026 |
| Sage Capital Management, LLC | History | Reduced | 11,361 | 1,244 | 0.49% | 0.56% | 96 | -240 | -2.07% | Q2 2026 | Jul 20, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 11,352 | 1,243 | 0.05% | 0.06% | 97 | -2,244 | -16.5% | Q2 2026 | Aug 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 11,142 | 1,220 | 0.01% | 0.01% | 98 | -198 | -1.75% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,003 | 1,205 | 0.01% | 0.01% | 99 | +357 | 3.35% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | Reduced | 11,001 | 1,204 | 0.06% | 0.06% | 100 | -338 | -2.98% | Q2 2026 | Jul 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 10,795 | 1,182 | 0.04% | 0.04% | 101 | +78 | 0.73% | Q2 2026 | Aug 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 10,748 | 1,141 | 0.14% | 0.17% | 102 | +1,859 | 20.91% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 10,334 | 1,131 | 0.02% | 0.02% | 103 | -429 | -3.99% | Q2 2026 | Aug 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 10,170 | 1,113 | 0.01% | 0.02% | 104 | -175 | -1.69% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 10,021 | 1,097 | 0.0% | 0.0% | 105 | -7,594 | -43.11% | Q2 2026 | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | History | New | 9,805 | 1,073 | 0.05% | — | 106 | +9,805 | New | Q2 2026 | Aug 04, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 9,793 | 1,072 | 0.77% | 0.9% | 107 | -400 | -3.92% | Q2 2026 | Jul 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 9,706 | 1,063 | 0.02% | 0.02% | 108 | -194 | -1.96% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 9,688 | 1,061 | 0.07% | 0.07% | 109 | +412 | 4.44% | Q2 2026 | Jul 23, 2026 |
| Platform Technology Partners | History | No change | 9,500 | 1,040 | 0.17% | 0.19% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | Added to | 9,304 | 1,017 | 0.04% | 0.05% | 111 | +647 | 7.47% | Q2 2026 | Aug 12, 2026 |
| FLAGSTAR SECURITIES, INC | History | Reduced | 9,152 | 1,002 | 0.3% | 0.44% | 112 | -2,694 | -22.74% | Q2 2026 | Jul 15, 2026 |
| MTM Investment Management, LLC | History | Reduced | 8,985 | 984 | 0.28% | 0.3% | 113 | -200 | -2.18% | Q2 2026 | Aug 03, 2026 |
| SMITH, MOORE & CO. | History | Added to | 8,727 | 955 | 0.06% | 0.06% | 114 | +235 | 2.77% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 8,597 | 941 | 0.06% | 0.08% | 115 | -1,422 | -14.19% | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,429 | 923 | 0.04% | 0.04% | 116 | -1,184 | -12.32% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,357 | 915 | 0.0% | 0.0% | 117 | +3,704 | 79.6% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,333 | 912 | 0.0% | 0.0% | 118 | -3,893 | -31.84% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,342 | 900 | 0.0% | 0.0% | 119 | +71 | 0.86% | Q2 2026 | Jul 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 8,000 | 876 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 7,961 | 871 | 0.36% | 0.01% | 121 | +7,791 | 4582.94% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,853 | 859 | 0.01% | 0.01% | 123 | +1,492 | 23.46% | Q2 2026 | Jul 27, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 7,851 | 859 | 0.19% | 0.17% | 122 | +1,340 | 20.58% | Q2 2026 | Jul 31, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 7,725 | 846 | 0.02% | 0.02% | 124 | -1,867 | -19.46% | Q2 2026 | Jul 14, 2026 |
| World Investment Advisors | History | Reduced | 7,956 | 821 | 0.01% | 0.01% | 125 | -2 | -0.03% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 7,433 | 814 | 0.02% | 0.01% | 126 | +1,182 | 18.91% | Q2 2026 | Aug 13, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 7,410 | 811 | 0.09% | 0.59% | 127 | -36,640 | -83.18% | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,241 | 793 | 0.0% | 0.0% | 128 | +400 | 5.85% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 6,838 | 748 | 0.01% | 0.02% | 129 | -860 | -11.17% | Q2 2026 | Jul 31, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 6,766 | 741 | 0.07% | 0.07% | 130 | +64 | 0.95% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 6,689 | 732 | 0.0% | 0.0% | 131 | +287 | 4.48% | Q2 2026 | Aug 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 6,654 | 728 | 0.08% | 0.08% | 132 | +806 | 13.78% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | Added to | 6,645 | 727 | 0.03% | 0.03% | 133 | +414 | 6.64% | Q2 2026 | Jul 23, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 6,627 | 725 | 0.46% | 0.41% | 134 | +500 | 8.16% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,570 | 719 | 0.01% | 0.03% | 135 | -1,243 | -15.91% | Q2 2026 | Jul 21, 2026 |
| &PARTNERS | History | Reduced | 6,398 | 700 | 0.0% | 0.0% | 136 | -1,572 | -19.72% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,244 | 683 | 0.04% | 0.05% | 137 | -94 | -1.48% | Q2 2026 | Jul 08, 2026 |
| Advyzon Investment Management, LLC | History | New | 6,164 | 675 | 0.05% | — | 138 | +6,164 | New | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,152 | 674 | 0.02% | 0.02% | 139 | +86 | 1.42% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 6,082 | 666 | 0.05% | 0.05% | 140 | +7 | 0.12% | Q2 2026 | Jul 21, 2026 |
| FreeGulliver LLC | History | Reduced | 6,061 | 663 | 0.23% | 0.35% | 141 | -2,008 | -24.89% | Q2 2026 | Aug 11, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 6,018 | 659 | 0.12% | 0.13% | 143 | +9 | 0.15% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 6,390 | 659 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Management, Inc. | History | Added to | 5,959 | 652 | 0.53% | 0.58% | 144 | +11 | 0.18% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 5,820 | 637 | 0.03% | 0.03% | 145 | -47 | -0.8% | Q2 2026 | Aug 14, 2026 |
| Van Diest Capital, LLC | History | Added to | 5,796 | 634 | 0.57% | 0.24% | 147 | +2,776 | 91.92% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 5,797 | 634 | 0.02% | 0.02% | 146 | +243 | 4.38% | Q2 2026 | Jul 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,770 | 631 | 0.01% | 0.01% | 148 | +597 | 11.54% | Q2 2026 | Aug 04, 2026 |
| Ignite Planners, LLC | History | Added to | 5,671 | 622 | 0.09% | 0.09% | 149 | +199 | 3.64% | Q2 2026 | Jul 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,602 | 613 | 0.02% | 0.02% | 150 | +888 | 18.84% | Q2 2026 | Jul 31, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 5,592 | 612 | 0.26% | 0.18% | 151 | +1,886 | 50.89% | Q2 2026 | Jul 16, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,539 | 607 | 0.02% | — | 152 | +5,539 | New | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 5,413 | 592 | 0.09% | 0.09% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,299 | 580 | 0.01% | 0.01% | 154 | -531 | -9.11% | Q2 2026 | Aug 18, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,292 | 579 | 0.03% | 0.03% | 155 | -144 | -2.65% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,111 | 559 | 0.0% | 0.0% | 156 | -920 | -15.25% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,870 | 533 | 0.0% | 0.0% | 157 | +480 | 10.93% | Q2 2026 | Jul 17, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 4,723 | 517 | 0.14% | 0.16% | 158 | +351 | 8.03% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 4,677 | 512 | 0.03% | 0.03% | 159 | +6 | 0.13% | Q2 2026 | Aug 12, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 4,611 | 499 | 0.3% | 0.26% | 160 | +694 | 17.72% | Q2 2026 | Jul 31, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | New | 4,449 | 487 | 0.07% | — | 162 | +4,449 | New | Q2 2026 | Jul 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 4,455 | 487 | 0.03% | 0.04% | 161 | -740 | -14.24% | Q2 2026 | Jul 20, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 4,435 | 485 | 0.33% | 0.4% | 163 | +2 | 0.05% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 4,403 | 482 | 0.07% | 0.06% | 165 | +552 | 14.33% | Q2 2026 | Jul 16, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 4,400 | 482 | 0.22% | 0.25% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,378 | 479 | 0.01% | 0.01% | 166 | -1,312 | -23.06% | Q2 2026 | Aug 10, 2026 |
| Sunpointe, LLC | History | New | 4,366 | 478 | 0.14% | — | 167 | +4,366 | New | Q2 2026 | Jul 24, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 4,343 | 475 | 0.08% | 0.08% | 168 | +8 | 0.18% | Q2 2026 | Aug 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,277 | 468 | 0.05% | 0.06% | 169 | +122 | 2.94% | Q2 2026 | Jul 27, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 4,231 | 463 | 0.07% | 0.08% | 170 | -46 | -1.08% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,213 | 461 | 0.01% | 0.01% | 171 | -62 | -1.45% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,120 | 451 | 0.0% | 0.0% | 172 | +346 | 9.17% | Q2 2026 | Jul 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 4,020 | 440 | 0.01% | — | 173 | +4,020 | New | Q2 2026 | Jul 28, 2026 |
| Tactive Advisors, LLC | History | Added to | 3,935 | 430 | 0.11% | 0.1% | 174 | +366 | 10.25% | Q2 2026 | Jul 08, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 3,914 | 429 | 0.09% | 0.09% | 175 | +6 | 0.15% | Q2 2026 | Jul 24, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 3,878 | 424 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,784 | 414 | 0.0% | 0.01% | 177 | -22 | -0.58% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,776 | 413 | 0.01% | 0.01% | 178 | -264 | -6.53% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 3,758 | 411 | 0.01% | 0.01% | 179 | -69 | -1.8% | Q2 2026 | Aug 03, 2026 |
| SFI Advisors, LLC | History | Reduced | 3,682 | 403 | 0.35% | 0.44% | 180 | -343 | -8.52% | Q2 2026 | Jul 27, 2026 |
| TruWealth Advisors, LLC | History | No change | 3,843 | 396 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Retirement Planning Group, LLC | History | Added to | 3,561 | 389 | 0.01% | 0.01% | 182 | +1,048 | 41.7% | Q2 2026 | Aug 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,553 | 389 | 0.02% | 0.02% | 183 | +6 | 0.17% | Q2 2026 | Jul 31, 2026 |
| BROWN ADVISORY INC | History | Reduced | 3,502 | 383 | 0.0% | 0.0% | 184 | -1,000 | -22.21% | Q2 2026 | Aug 14, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 3,465 | 379 | 0.11% | 0.14% | 185 | -760 | -17.99% | Q2 2026 | Jul 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 3,397 | 372 | 0.02% | 0.02% | 186 | -464 | -12.02% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,373 | 369 | 0.01% | 0.01% | 187 | -14 | -0.41% | Q2 2026 | Jul 06, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | New | 3,305 | 361 | 0.05% | — | 188 | +3,305 | New | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 3,108 | 340 | 0.02% | 0.02% | 189 | -3 | -0.1% | Q2 2026 | Jul 24, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,098 | 339 | 0.01% | 0.01% | 190 | +238 | 8.32% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 3,069 | 338 | 0.02% | 0.03% | 191 | -828 | -21.25% | Q2 2026 | Aug 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,033 | 332 | 0.02% | 0.02% | 192 | -251 | -7.64% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 3,009 | 329 | 0.02% | 0.02% | 193 | -147 | -4.66% | Q2 2026 | Aug 11, 2026 |
| Dash Acquisitions Inc. | History | Added to | 2,837 | 317 | 0.06% | 0.06% | 194 | +40 | 1.43% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,841 | 311 | 0.01% | 0.01% | 195 | +308 | 12.16% | Q2 2026 | Aug 17, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 2,855 | 309 | 0.08% | 0.09% | 196 | +1 | 0.04% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | Reduced | 2,732 | 299 | 0.0% | 0.0% | 197 | -38 | -1.37% | Q2 2026 | Aug 03, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,715 | 297 | 0.0% | 0.0% | 198 | -93 | -3.31% | Q2 2026 | Aug 07, 2026 |
| Tudor Financial Inc. | History | No change | 2,710 | 296 | 0.13% | 0.14% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,640 | 289 | 0.12% | 0.13% | 200 | +10 | 0.38% | Q2 2026 | Aug 07, 2026 |
| Mason & Associates Inc | History | No change | 2,590 | 283 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 2,576 | 282 | 0.14% | 0.13% | 202 | +454 | 21.39% | Q2 2026 | Aug 24, 2026 |
| Summit Place Financial Advisors, LLC | History | New | 2,572 | 281 | 0.12% | — | 203 | +2,572 | New | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,564 | 280 | 0.01% | 0.01% | 204 | -105 | -3.93% | Q2 2026 | Jul 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,537 | 277 | 0.0% | 0.0% | 205 | +825 | 48.19% | Q2 2026 | Aug 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,608 | 268 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,422 | 265 | 0.01% | 0.03% | 207 | -7,706 | -76.09% | Q2 2026 | Aug 11, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 2,410 | 263 | 0.15% | 0.16% | 208 | -18 | -0.74% | Q2 2026 | Aug 07, 2026 |
| Global Assets Advisory, LLC | History | New | 2,400 | 261 | 0.06% | — | 209 | +2,400 | New | Q2 2026 | Jul 27, 2026 |
| Tempus Wealth Planning, LLC | History | New | 2,378 | 260 | 0.05% | — | 210 | +2,378 | New | Q2 2026 | Jul 22, 2026 |
| BRIGHTON JONES LLC | History | Added to | 2,366 | 259 | 0.0% | 0.0% | 211 | +320 | 15.64% | Q2 2026 | Aug 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 2,358 | 258 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Impact Partnership Wealth, LLC | History | New | 2,316 | 253 | 0.02% | — | 214 | +2,316 | New | Q2 2026 | Jul 29, 2026 |
| Trivant Custom Portfolio Group, LLC | History | No change | 2,315 | 253 | 0.13% | 0.13% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 2,302 | 252 | 0.03% | 0.04% | 215 | -56 | -2.37% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,300 | 251 | 0.0% | 0.0% | 216 | -1,454 | -38.73% | Q2 2026 | Sep 02, 2026 |
| Accel Wealth Management | History | No change | 2,230 | 244 | 0.05% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 2,278 | 243 | 0.13% | 0.14% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 2,200 | 240 | 0.0% | 0.0% | 219 | +1 | 0.05% | Q2 2026 | Aug 14, 2026 |
| Stirlingshire Investments, Inc. | History | New | 2,154 | 235 | 0.17% | — | 220 | +2,154 | New | Q2 2026 | Jul 31, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,133 | 233 | 0.01% | 0.02% | 221 | -32 | -1.48% | Q2 2026 | Aug 07, 2026 |
| Cambridge Advisors Inc. | History | Added to | 2,121 | 232 | 0.04% | 0.04% | 222 | +1 | 0.05% | Q2 2026 | Jul 16, 2026 |
| Kaizen Financial Strategies | History | Reduced | 2,117 | 229 | 0.07% | 0.16% | 223 | -1,422 | -40.18% | Q2 2026 | Jul 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,105 | 227 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 2,062 | 225 | 0.01% | 0.02% | 225 | -569 | -21.63% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,063 | 225 | 0.01% | 0.01% | 226 | -119 | -5.45% | Q2 2026 | Aug 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 2,049 | 224 | 0.02% | 0.03% | 227 | -622 | -23.29% | Q2 2026 | Jul 16, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 2,016 | 220 | 0.01% | 0.02% | 228 | -3,700 | -64.73% | Q2 2026 | Aug 04, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,991 | 218 | 0.0% | 0.01% | 229 | -2,531 | -55.97% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,933 | 211 | 0.0% | 0.0% | 230 | +55 | 2.93% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | New | 1,905 | 208 | 0.0% | — | 231 | +1,905 | New | Q2 2026 | Aug 14, 2026 |
| Level Wealth Management LLC | History | New | 1,886 | 206 | 0.08% | — | 232 | +1,886 | New | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 1,879 | 205 | 0.01% | 0.03% | 233 | -3,837 | -67.13% | Q2 2026 | Jul 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,839 | 198 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,699 | 186 | 0.0% | 0.0% | 235 | +149 | 9.61% | Q2 2026 | Aug 04, 2026 |
| BlackRock, Inc. | History | Added to | 1,558 | 170 | 0.0% | 0.0% | 236 | +193 | 14.14% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 1,543 | 168 | 0.0% | 0.0% | 237 | +354 | 29.77% | Q2 2026 | Aug 11, 2026 |
| Smithfield Trust Co | History | Reduced | 1,374 | 151 | 0.01% | 0.01% | 238 | -675 | -32.94% | Q2 2026 | Aug 05, 2026 |
| Financial Perspectives, Inc | History | No change | 1,380 | 151 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,354 | 148 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,334 | 146 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anchor Bay Capital, Inc. | History | New | 1,270 | 143 | 0.08% | — | 242 | +1,270 | New | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,294 | 141 | 0.0% | 0.0% | 243 | -83 | -6.03% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 1,087 | 118 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,062 | 116 | 0.01% | 0.0% | 245 | +781 | 277.94% | Q2 2026 | Jul 28, 2026 |
| PFS Partners, LLC | History | Added to | 969 | 106 | 0.04% | 0.02% | 246 | +475 | 96.15% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | New | 964 | 105 | 0.01% | — | 248 | +964 | New | Q2 2026 | Aug 06, 2026 |
| REAP Financial Group, LLC | History | Added to | 963 | 105 | 0.02% | 0.02% | 247 | +1 | 0.1% | Q2 2026 | Aug 04, 2026 |
| Institute for Wealth Management, LLC. | History | New | 900 | 98 | 0.01% | — | 250 | +900 | New | Q2 2026 | Jul 28, 2026 |
| Mechanics Financial Corp | History | No change | 900 | 98 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 861 | 94 | 0.0% | 0.0% | 251 | +38 | 4.62% | Q2 2026 | Aug 06, 2026 |
| Advocate Investing Services LLC | History | Added to | 825 | 90 | 0.07% | 0.07% | 252 | +1 | 0.12% | Q2 2026 | Jul 28, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 780 | 85 | 0.02% | 0.02% | 253 | +2 | 0.26% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 706 | 77 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 639 | 69 | 0.0% | 0.0% | 255 | +93 | 17.03% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 625 | 68 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Basepoint Wealth LLC | History | Added to | 608 | 66 | 0.04% | 0.04% | 258 | +1 | 0.16% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 610 | 66 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Pacific Financial | History | Added to | 574 | 62 | 0.01% | 0.01% | 259 | +1 | 0.17% | Q2 2026 | Jul 20, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 560 | 61 | 0.04% | 0.18% | 260 | -2,086 | -78.84% | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 550 | 60 | 0.0% | 0.0% | 261 | +90 | 19.57% | Q2 2026 | Jul 22, 2026 |
| NFSG Corp | History | Reduced | 526 | 57 | 0.01% | 0.01% | 262 | -47 | -8.2% | Q2 2026 | Aug 14, 2026 |
| Navigoe, LLC | History | New | 510 | 55 | 0.03% | — | 263 | +510 | New | Q2 2026 | Jul 31, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 491 | 53 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evolution Advisers, Inc. | History | No change | 456 | 49 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | Added to | 419 | 45 | 0.0% | 0.0% | 266 | +75 | 21.8% | Q2 2026 | Jul 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 386 | 42 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perkins Coie Trust Co | History | No change | 350 | 38 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CX Institutional | History | New | 336 | 37 | 0.0% | — | 269 | +336 | New | Q2 2026 | Jul 01, 2026 |
| Cape Investment Advisory, Inc. | History | New | 336 | 36 | 0.01% | — | 270 | +336 | New | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 302 | 33 | 0.0% | 0.0% | 271 | +1 | 0.33% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 298 | 32 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 300 | 32 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investors Research Corp | History | Reduced | 289 | 31 | 0.01% | 0.01% | 275 | -1 | -0.34% | Q2 2026 | Jul 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 288 | 31 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 276 | 30 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 260 | 28 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stone House Investment Management, LLC | History | New | 253 | 27 | 0.0% | — | 278 | +253 | New | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 239 | 26 | 0.0% | 0.0% | 279 | +88 | 58.28% | Q2 2026 | Aug 13, 2026 |
| Boreal Capital Management LLC | History | No change | 225 | 24 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | New | 211 | 23 | 0.01% | — | 281 | +211 | New | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 202 | 22 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Abound Wealth Management | History | No change | 202 | 22 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 21 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 187 | 20 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EFG International AG | History | No change | 190 | 20 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Bancorp, Inc /ME/ | History | New | 176 | 19 | 0.01% | — | 288 | +176 | New | Q2 2026 | Aug 11, 2026 |
| Truvestments Capital LLC | History | Added to | 180 | 19 | 0.0% | 0.0% | 287 | +30 | 20.0% | Q2 2026 | Aug 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 136 | 14 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEST PACES ADVISORS INC. | History | New | 120 | 13 | 0.0% | — | 291 | +120 | New | Q2 2026 | Jul 17, 2026 |
| Winthrop Capital Management, LLC | History | No change | 115 | 13 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 116 | 12 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paladin Partners, LLC | History | New | 106 | 11 | 0.01% | — | 296 | +106 | New | Q2 2026 | Aug 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 108 | 11 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 106 | 11 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sankala Group LLC | History | No change | 101 | 11 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TRUST CO OF VERMONT | History | New | 100 | 10 | 0.0% | — | 299 | +100 | New | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 100 | 10 | 0.01% | — | 300 | +100 | New | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 94 | 10 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |