FIRST TRUST EXCHANGE-TRADED FUND - FTCS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 7,333,311 | 688,744 | 0.15% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 5,260,638 | 494,079 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,972,285 | 373,077 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,444,105 | 229,550 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,442,225 | 135,453 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,410,135 | 132,439 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,317,072 | 123,699 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,281,663 | 120,436 | 0.14% | 0.14% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,060,600 | 99,611 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,035,032 | 97,209 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 988,800 | 92,868 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 918,113 | 86,113 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 890,372 | 83,624 | 0.19% | 0.19% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 878,701 | 82,589 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 783,205 | 73,558 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 737,861 | 69,301 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 557,490 | 52,359 | 0.24% | 0.24% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 485,483 | 45,596 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 453,934 | 42,633 | 0.36% | 0.36% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 436,885 | 41,032 | 0.55% | 0.55% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 435,756 | 40,926 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 386,723 | 36,320 | 2.21% | 2.21% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Financial Advisors, LLC | History | No change | 372,428 | 34,978 | 4.21% | 4.21% | 23 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 365,657 | 34,343 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Enterprises, LLC | History | No change | 342,274 | 32,146 | 1.56% | 1.56% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Regal Investment Advisors LLC | History | No change | 284,367 | 26,707 | 1.39% | 1.39% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 282,233 | 26,507 | 0.93% | 0.93% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 280,151 | 26,311 | 5.18% | 5.18% | 28 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 278,359 | 26,143 | 0.14% | 0.14% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evelyn Partners Group Ltd | History | No change | 223,465 | 25,347 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 261,851 | 24,574 | 0.67% | 0.75% | 31 | -25,023 | -8.72% | Q3 2026 | Oct 05, 2026 |
| Scarborough Advisors, LLC | History | No change | 259,173 | 24,499 | 2.81% | 2.81% | 32 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 236,394 | 22,202 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HBK Sorce Advisory LLC | History | No change | 218,277 | 21,814 | 0.41% | 0.41% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 229,654 | 21,569 | 2.75% | 2.75% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| tru Independence LLC | History | No change | 199,170 | 18,706 | 8.18% | 8.18% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 193,707 | 18,192 | 2.09% | 2.09% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heck Capital Advisors, LLC | History | No change | 187,487 | 17,608 | 1.05% | 1.05% | 38 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Randall & Associates Wealth Management | History | No change | 181,797 | 17,074 | 10.56% | 10.56% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 181,055 | 17,004 | 0.16% | 0.16% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | Reduced | 174,028 | 16,332 | 2.87% | 2.93% | 41 | -94 | -0.05% | Q3 2026 | Oct 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 156,490 | 14,697 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 151,550 | 14,233 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 138,750 | 13,031 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 133,774 | 12,564 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sargent Investment Group, LLC | History | No change | 132,106 | 12,407 | 1.49% | 1.49% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | No change | 130,725 | 12,277 | 0.13% | 0.13% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 127,851 | 12,007 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prospera Financial Services Inc | History | No change | 120,053 | 11,279 | 0.16% | 0.16% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 117,987 | 11,081 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 116,683 | 10,958 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 115,912 | 10,886 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 115,768 | 10,872 | 0.99% | 0.99% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 114,718 | 10,774 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Concentrum Wealth Management | History | No change | 113,468 | 10,656 | 2.55% | 2.55% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 111,708 | 10,491 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 110,351 | 10,364 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 106,363 | 9,993 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Virtus Wealth Solutions LLC | History | No change | 105,834 | 9,939 | 1.35% | 1.35% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 102,941 | 9,668 | 0.58% | 0.58% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 97,948 | 9,199 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 97,829 | 9,188 | 0.76% | 0.76% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 95,934 | 9,010 | 0.14% | 0.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 94,836 | 8,906 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Western Wealth Management, LLC | History | No change | 94,763 | 8,900 | 0.29% | 0.29% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 90,805 | 8,528 | 1.54% | 1.54% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 88,653 | 8,326 | 0.34% | 0.34% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 88,245 | 8,287 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | No change | 87,059 | 8,176 | 0.65% | 0.65% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Southland Equity Partners LLC | History | No change | 82,310 | 7,730 | 1.35% | 1.35% | 70 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 81,256 | 7,631 | 3.47% | 3.47% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD Capital Management LLC | History | No change | 80,980 | 7,605 | 0.62% | 0.62% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RiverTree Advisors, LLC | History | No change | 78,793 | 7,400 | 4.37% | 4.37% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 78,413 | 7,364 | 4.74% | 4.74% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 78,313 | 7,355 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Creative Planning | History | No change | 77,926 | 7,318 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 72,705 | 6,828 | 1.52% | 1.52% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 66,425 | 6,417 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 68,069 | 6,393 | 0.16% | 0.16% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 67,901 | 6,377 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 67,822 | 6,362 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intellus Advisors LLC | History | No change | 65,765 | 6,176 | 0.75% | 0.75% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holistic Financial Partners | History | No change | 65,013 | 6,105 | 3.73% | 3.73% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlas Wealth LLC | History | No change | 64,794 | 6,085 | 0.87% | 0.87% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 8,597 | 5,739 | 1.81% | 1.81% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 60,038 | 5,638 | 2.34% | 2.34% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 57,435 | 5,394 | 0.11% | 0.11% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 56,883 | 5,342 | 2.1% | 2.1% | 88 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Purus Wealth Management, LLC | History | No change | 56,645 | 5,320 | 1.46% | 1.46% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 53,463 | 5,021 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | No change | 53,317 | 5,007 | 4.01% | 4.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 52,661 | 4,945 | 0.84% | 0.84% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 52,235 | 4,905 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 51,768 | 4,861 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 51,750 | 4,860 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ABLE Financial Group, LLC | History | No change | 50,596 | 4,751 | 0.8% | 0.8% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 49,891 | 4,685 | 1.31% | 1.31% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IHT Wealth Management, LLC | History | No change | 49,731 | 4,670 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 49,608 | 4,658 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 47,412 | 4,452 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 47,345 | 4,446 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | No change | 47,012 | 4,415 | 0.56% | 0.56% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tradition Wealth Management, LLC | History | No change | 46,752 | 4,390 | 0.27% | 0.27% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | No change | 46,328 | 4,351 | 0.22% | 0.22% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 46,109 | 4,330 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 45,501 | 4,273 | 1.32% | 1.32% | 106 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Mariner, LLC | History | No change | 44,666 | 4,195 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 44,458 | 4,175 | 0.27% | 0.27% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 44,056 | 4,137 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 42,381 | 4,108 | 0.98% | 0.98% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 43,227 | 4,059 | 1.14% | 1.14% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | No change | 42,613 | 4,002 | 0.11% | 0.11% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HRT FINANCIAL LP | History | No change | 42,550 | 3,996 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 41,776 | 3,923 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 90,439 | 3,907 | 1.67% | 1.67% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dakota Wealth Management | History | No change | 41,578 | 3,904 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAGCO, INC. | History | No change | 41,102 | 3,860 | 0.71% | 0.71% | 117 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| World Investment Advisors | History | No change | 41,501 | 3,849 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 40,936 | 3,844 | 1.47% | 1.47% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 40,812 | 3,833 | 1.97% | 1.97% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 40,797 | 3,831 | 0.18% | 0.18% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 40,336 | 3,831 | 0.23% | 0.23% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | No change | 40,178 | 3,773 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterfront Wealth Inc. | History | No change | 38,957 | 3,763 | 0.58% | 0.58% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | No change | 39,873 | 3,744 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 39,590 | 3,718 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 39,255 | 3,686 | 1.43% | 1.43% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 39,243 | 3,685 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 38,925 | 3,655 | 0.25% | 0.25% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 38,769 | 3,641 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R2 Capital Strategies, LLC | History | No change | 38,650 | 3,630 | 1.64% | 1.64% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 38,273 | 3,594 | 0.2% | 0.2% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 37,910 | 3,560 | 0.2% | 0.2% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 36,705 | 3,447 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 35,513 | 3,335 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 35,248 | 3,310 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 34,654 | 3,254 | 0.16% | 0.16% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 34,133 | 3,205 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sun Financial Inc | History | No change | 31,741 | 3,194 | 1.51% | 1.51% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 33,894 | 3,183 | 0.12% | 0.12% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 33,677 | 3,162 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 33,416 | 3,138 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFS Group,LLC | History | No change | 32,724 | 3,073 | 4.22% | 4.22% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 32,439 | 3,046 | 0.2% | 0.2% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 32,272 | 3,030 | 1.05% | 1.05% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 31,949 | 3,000 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 30,328 | 2,848 | 0.96% | 0.96% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 29,960 | 2,813 | 0.73% | 0.73% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Forge Financial Services LLC | History | No change | 29,867 | 2,805 | 0.24% | 0.24% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighPoint Advisor Group LLC | History | No change | 29,117 | 2,734 | 0.1% | 0.1% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 29,059 | 2,729 | 0.45% | 0.45% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,947 | 2,718 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 28,761 | 2,701 | 1.82% | 1.82% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 28,447 | 2,671 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 27,963 | 2,626 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centerpoint Advisory Group | History | No change | 27,856 | 2,616 | 1.66% | 1.66% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 27,853 | 2,615 | 0.91% | 0.91% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 1776 Wealth LLC | History | No change | 27,638 | 2,595 | 0.91% | 0.91% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 27,548 | 2,586 | 0.14% | 0.14% | 159 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 27,184 | 2,551 | 2.15% | 2.16% | 160 | +318 | 1.18% | Q3 2026 | Oct 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 26,393 | 2,479 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 25,450 | 2,390 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 25,406 | 2,385 | 1.22% | 1.22% | 163 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 25,242 | 2,370 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,952 | 2,343 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 24,833 | 2,332 | 0.1% | 0.1% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 24,796 | 2,328 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Summit Financial, LLC | History | No change | 24,700 | 2,319 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intrua Financial, LLC | History | No change | 24,452 | 2,296 | 0.21% | 0.21% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 24,203 | 2,273 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 24,076 | 2,261 | 0.94% | 0.94% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 23,914 | 2,246 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23,521 | 2,207 | 0.02% | 0.02% | 173 | -766 | -3.15% | Q3 2026 | Oct 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 23,360 | 2,193 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 23,336 | 2,191 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 23,177 | 2,176 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 22,536 | 2,117 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Midwest Financial Network, LLC | History | No change | 22,147 | 2,080 | 1.42% | 1.42% | 178 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 22,115 | 2,076 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 22,010 | 2,067 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 21,611 | 2,029 | 0.13% | 0.13% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 20,974 | 1,969 | 0.13% | 0.13% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 20,949 | 1,967 | 0.82% | 0.82% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 20,826 | 1,956 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20,681 | 1,942 | 0.56% | 0.56% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 20,655 | 1,939 | 1.66% | 1.66% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 20,463 | 1,922 | 0.31% | 0.31% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 20,434 | 1,919 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 20,435 | 1,919 | 0.08% | 0.08% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMG Wealth Management, Inc. | History | No change | 20,122 | 1,889 | 1.05% | 1.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 19,956 | 1,874 | 0.67% | 0.67% | 191 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ERn Financial, LLC | History | No change | 19,822 | 1,861 | 0.31% | 0.31% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Envision Financial LLC | History | No change | 19,665 | 1,846 | 0.85% | 0.85% | 193 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 19,653 | 1,845 | 0.09% | 0.09% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| StoneX Group Inc. | History | No change | 19,209 | 1,801 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 19,163 | 1,799 | 1.08% | 1.08% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 19,106 | 1,794 | 0.63% | 0.63% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | No change | 19,101 | 1,793 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 18,970 | 1,781 | 0.26% | 0.26% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 18,504 | 1,737 | 0.36% | 0.36% | 200 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 18,449 | 1,731 | 1.11% | 1.16% | 201 | -1,903 | -9.35% | Q3 2026 | Oct 07, 2026 |
| Global Assets Advisory, LLC | History | No change | 18,055 | 1,717 | 0.37% | 0.37% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 17,777 | 1,669 | 0.25% | 0.25% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 17,703 | 1,662 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | No change | 17,686 | 1,661 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Darwin Wealth Management, LLC | History | No change | 17,261 | 1,621 | 0.44% | 0.44% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Blueprint, LLC | History | No change | 17,266 | 1,621 | 0.08% | 0.08% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 17,228 | 1,618 | 0.41% | 0.41% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 16,830 | 1,580 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 16,656 | 1,564 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 16,650 | 1,563 | 0.14% | 0.14% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WCG Wealth Advisors LLC | History | No change | 16,263 | 1,527 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 15,736 | 1,477 | 0.18% | 0.18% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 15,725 | 1,476 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SMITH, MOORE & CO. | History | No change | 15,619 | 1,466 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 15,610 | 1,466 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 15,594 | 1,464 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fermata Advisors, LLC | History | No change | 15,471 | 1,453 | 0.29% | 0.29% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,463 | 1,452 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PFG Investments, LLC | History | No change | 15,391 | 1,445 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XTX Topco Ltd | History | No change | 15,312 | 1,438 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 15,287 | 1,435 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequent Planning LLC | History | No change | 15,248 | 1,432 | 0.31% | 0.31% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 15,173 | 1,425 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HUB Investment Partners, LLC | History | No change | 14,951 | 1,404 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,934 | 1,402 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 14,508 | 1,362 | 0.27% | 0.27% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 14,501 | 1,362 | 0.41% | 0.41% | 228 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 14,497 | 1,361 | 0.98% | 0.98% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Wealth Services, LLC | History | No change | 14,479 | 1,359 | 0.25% | 0.25% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rehmann Capital Advisory Group | History | No change | 14,431 | 1,355 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 14,278 | 1,341 | 0.26% | 0.26% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 14,149 | 1,328 | 0.67% | 0.67% | 233 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 14,002 | 1,315 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First PREMIER Bank | History | No change | 13,786 | 1,294 | 0.21% | 0.21% | 235 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Independent Wealth Network Inc. | History | No change | 13,596 | 1,276 | 0.32% | 0.32% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 13,585 | 1,274 | 0.13% | 0.13% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,505 | 1,268 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 13,234 | 1,242 | 0.1% | 0.1% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Advisors Inc. | History | No change | 13,228 | 1,242 | 0.21% | 0.21% | 240 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewEdge Wealth, LLC | History | No change | 13,184 | 1,238 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 13,048 | 1,225 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QTR Family Wealth, LLC | History | No change | 12,992 | 1,220 | 0.43% | 0.43% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 12,800 | 1,202 | 0.06% | 0.06% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 12,632 | 1,186 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Richmond Investment Services, LLC | History | No change | 12,627 | 1,185 | 0.37% | 0.37% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | Reduced | 12,524 | 1,175 | 0.04% | 0.05% | 247 | -887 | -6.61% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 12,303 | 1,155 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 11,594 | 1,152 | 1.13% | 1.13% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | No change | 11,437 | 1,148 | 0.09% | 0.09% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,163 | 1,142 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 12,080 | 1,134 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Peak Planning Group, LLC | History | No change | 11,875 | 1,115 | 0.25% | 0.25% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 11,720 | 1,100 | 0.43% | 0.43% | 254 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 11,324 | 1,063 | 0.19% | 0.19% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 11,311 | 1,062 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 11,308 | 1,061 | 0.17% | 0.18% | 257 | -151 | -1.32% | Q3 2026 | Oct 08, 2026 |
| Keystone Financial Services, LLC | History | No change | 11,279 | 1,059 | 0.64% | 0.64% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keystone Financial Group | History | No change | 11,161 | 1,048 | 0.06% | 0.06% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DeDora Capital, Inc. | History | No change | 11,152 | 1,047 | 0.23% | 0.23% | 260 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 11,078 | 1,040 | 0.33% | 0.33% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 10,913 | 1,024 | 0.43% | 0.43% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 10,887 | 1,022 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 10,808 | 1,015 | 0.56% | 0.56% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Y.D. More Investments Ltd | History | No change | 10,588 | 994 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Holos Integrated Wealth LLC | History | No change | 10,184 | 993 | 0.46% | 0.46% | 266 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 10,464 | 982 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 10,430 | 978 | 0.06% | 0.07% | 268 | -176 | -1.66% | Q3 2026 | Oct 08, 2026 |
| CITY HOLDING CO | History | No change | 10,383 | 975 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 10,342 | 971 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 10,306 | 967 | 0.22% | 0.22% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 10,261 | 963 | 0.67% | 0.67% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 10,254 | 962 | 0.33% | 0.31% | 273 | -644 | -5.91% | Q3 2026 | Oct 08, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 10,104 | 948 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Financial Network, Inc. | History | No change | 9,996 | 938 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 9,935 | 933 | 0.18% | 0.18% | 276 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 9,885 | 928 | 0.04% | 0.04% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 9,334 | 919 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 9,334 | 919 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 9,720 | 912 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 9,718 | 912 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 9,647 | 906 | 0.21% | 0.21% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Visionary Wealth Advisors | History | No change | 9,607 | 902 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DB&C Advisors, LLC | History | No change | 9,556 | 897 | 0.97% | 0.97% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 9,485 | 896 | 0.11% | 0.11% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HFG Advisors, Inc. | History | No change | 9,512 | 893 | 0.56% | 0.56% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 9,255 | 869 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 8,960 | 841 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,792 | 833 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8,786 | 825 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Schwallier Wealth Management LLC | History | No change | 8,765 | 823 | 0.52% | 0.52% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 8,519 | 800 | 0.07% | 0.07% | 292 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BlackRock, Inc. | History | No change | 8,488 | 797 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 8,478 | 796 | 0.23% | 0.23% | 294 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cerity Partners LLC | History | No change | 8,446 | 793 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 8,358 | 785 | 0.21% | 0.21% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Square, LLC | History | No change | 7,886 | 761 | 0.33% | 0.33% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 8,034 | 754 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harvest Investment Services, LLC | History | No change | 7,972 | 748 | 0.12% | 0.12% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 7,949 | 746 | 0.3% | 0.3% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 7,914 | 743 | 0.04% | 0.04% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NWF Advisory Services Inc. | History | No change | 7,710 | 724 | 0.07% | 0.07% | 302 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Independent Advisor Alliance | History | No change | 7,553 | 709 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | No change | 7,514 | 705 | 0.46% | 0.46% | 304 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LeClair Wealth Partners LLC | History | No change | 7,356 | 690 | 0.36% | 0.36% | 305 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MTM Investment Management, LLC | History | No change | 7,314 | 686 | 0.2% | 0.2% | 306 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WASHINGTON TRUST Co | History | No change | 7,300 | 685 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 7,275 | 683 | 0.14% | 0.14% | 308 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 7,214 | 677 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GSG Advisors LLC | History | No change | 7,090 | 665 | 0.15% | 0.15% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 7,010 | 658 | 0.62% | 0.62% | 311 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 6,959 | 653 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Formidable Asset Management, LLC | History | No change | 7,021 | 651 | 0.1% | 0.1% | 313 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 6,890 | 647 | 0.03% | 0.03% | 314 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOVEM GROUP | History | No change | 6,735 | 632 | 0.06% | 0.06% | 315 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 6,666 | 626 | 0.29% | 0.29% | 316 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 6,613 | 621 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,547 | 614 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 6,525 | 612 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SAXON INTERESTS, INC. | History | No change | 6,518 | 612 | 0.17% | 0.17% | 320 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,428 | 603 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SLT Holdings LLC | History | No change | 6,410 | 601 | 0.38% | 0.38% | 322 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,236 | 599 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 6,364 | 597 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 6,162 | 594 | 0.12% | 0.12% | 325 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MONEYWISE, INC. | History | No change | 6,189 | 581 | 0.22% | 0.22% | 326 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 6,164 | 578 | 0.11% | 0.11% | 327 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 6,147 | 577 | 0.28% | 0.28% | 328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trek Financial, LLC | History | No change | 6,109 | 573 | 0.03% | 0.03% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 5,910 | 555 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 5,889 | 553 | 0.26% | 0.26% | 331 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | No change | 5,887 | 552 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 5,800 | 544 | 0.1% | 0.1% | 333 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 5,790 | 543 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 5,731 | 538 | 0.3% | 0.3% | 335 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 5,718 | 537 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 5,698 | 535 | 0.18% | 0.18% | 337 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 5,633 | 529 | 0.3% | 0.3% | 338 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 5,571 | 523 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 5,457 | 512 | 0.07% | 0.07% | 340 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 5,237 | 491 | 0.14% | 0.14% | 341 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Simplicity Wealth,LLC | History | No change | 5,174 | 485 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 5,160 | 484 | 0.04% | 0.04% | 343 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 5,126 | 481 | 0.04% | 0.04% | 344 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 5,085 | 477 | 0.27% | 0.27% | 345 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | No change | 5,020 | 471 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,995 | 469 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 4,974 | 467 | 0.16% | 0.16% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 4,909 | 461 | 0.14% | 0.14% | 349 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,834 | 454 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WESBANCO BANK INC | History | No change | 4,831 | 453 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 4,828 | 453 | 0.25% | 0.25% | 352 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Balance Wealth Partners LLC | History | No change | 4,789 | 449 | 0.12% | 0.12% | 353 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apollon Financial, LLC | History | No change | 4,752 | 446 | 0.05% | 0.05% | 354 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Synergy Investment Management, LLC | History | No change | 4,681 | 439 | 0.11% | 0.11% | 355 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 4,665 | 438 | 0.04% | 0.04% | 356 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 4,665 | 438 | 0.04% | 0.04% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inscription Capital, LLC | History | No change | 4,608 | 432 | 0.04% | 0.04% | 358 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 4,604 | 432 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,556 | 427 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 4,556 | 427 | 0.2% | 0.2% | 361 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 55 North Private Wealth, LLC | History | No change | 4,523 | 424 | 0.08% | 0.08% | 362 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 4,473 | 420 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 4,464 | 419 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 4,454 | 418 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 4,455 | 418 | 0.16% | 0.16% | 366 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 4,448 | 417 | 0.03% | 0.03% | 367 | -144 | -3.14% | Q3 2026 | Oct 08, 2026 |
| W ADVISORS, LLC | History | No change | 4,433 | 416 | 0.19% | 0.19% | 368 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,418 | 414 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| American Capital Advisory, LLC | History | No change | 4,380 | 411 | 0.15% | 0.15% | 370 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,339 | 407 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 4,322 | 405 | 0.04% | 0.04% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,301 | 403 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 4,279 | 401 | 0.23% | 0.23% | 374 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Level Wealth Management LLC | History | No change | 4,263 | 400 | 0.16% | 0.16% | 375 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | No change | 4,207 | 395 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moors & Cabot, Inc. | History | No change | 4,196 | 394 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plum Street Advisors, LLC | History | No change | 4,195 | 393 | 0.13% | 0.13% | 378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 4,149 | 389 | 0.43% | 0.43% | 379 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Quantinno Capital Management LP | History | No change | 3,971 | 372 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mission Financial Group, LLC | History | No change | 3,921 | 368 | 0.31% | 0.31% | 381 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Claro Advisors Inc. | History | No change | 3,916 | 367 | 0.04% | 0.04% | 382 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 3,908 | 367 | 0.22% | 0.22% | 383 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 3,888 | 364 | 0.34% | 0.51% | 384 | -1,497 | -27.8% | Q3 2026 | Oct 07, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 3,842 | 360 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 3,801 | 356 | 0.09% | 0.09% | 386 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 3,677 | 345 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 3,684 | 345 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 3,684 | 345 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | No change | 3,674 | 345 | 0.21% | 0.21% | 390 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BDFS Capital LLC | History | No change | 3,674 | 345 | 0.15% | 0.15% | 391 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CLG LLC | History | No change | 3,662 | 343 | 0.08% | 0.08% | 392 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 3,610 | 339 | 0.15% | 0.15% | 393 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Founders Financial Alliance, LLC | History | No change | 3,604 | 338 | 0.04% | 0.04% | 394 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beck Bode, LLC | History | No change | 3,578 | 336 | 0.05% | 0.05% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 3,546 | 333 | 0.07% | 0.07% | 396 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,503 | 329 | 0.04% | 0.04% | 397 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cedrus Wealth Group LLC | History | No change | 3,498 | 328 | 0.29% | 0.29% | 398 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Csenge Advisory Group | History | No change | 3,464 | 325 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 3,354 | 315 | 0.03% | 0.03% | 400 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 3,336 | 313 | 0.09% | 0.09% | 401 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 3,260 | 306 | 0.03% | 0.03% | 402 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 3,259 | 306 | 0.12% | 0.12% | 403 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMERCE BANK | History | No change | 3,202 | 300 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 3,187 | 299 | 0.22% | 0.22% | 405 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LVZ, Inc. | History | No change | 3,181 | 298 | 0.03% | 0.03% | 406 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealth Management Associates, Inc. | History | No change | 3,173 | 298 | 0.08% | 0.08% | 407 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,168 | 297 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 3,113 | 292 | 0.16% | 0.16% | 409 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Balboa Wealth Partners | History | No change | 3,088 | 289 | 0.04% | 0.04% | 410 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 3,027 | 284 | 0.05% | 0.05% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantvest Financial Group LLC | History | No change | 3,023 | 283 | 0.16% | 0.16% | 412 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Petix & Botte Co | History | No change | 2,994 | 281 | 0.06% | 0.06% | 413 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| National Wealth Management Group, LLC | History | No change | 2,983 | 280 | 0.09% | 0.09% | 414 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BESSEMER GROUP INC | History | No change | 2,955 | 278 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 2,952 | 277 | 0.05% | 0.05% | 416 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Continuum Advisory, LLC | History | No change | 2,930 | 275 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 2,920 | 274 | 0.09% | 0.09% | 418 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 2,915 | 273 | 0.03% | 0.03% | 419 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GeoWealth Management, LLC | History | No change | 2,875 | 270 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 2,885 | 270 | 0.11% | 0.11% | 421 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 2,801 | 263 | 0.03% | 0.03% | 422 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 2,773 | 260 | 0.07% | 0.06% | 423 | +311 | 12.63% | Q3 2026 | Oct 02, 2026 |
| Moment Partners, LLC | History | No change | 2,757 | 258 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,720 | 255 | 0.07% | 0.07% | 425 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,684 | 252 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 2,692 | 252 | 0.04% | 0.04% | 427 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | No change | 2,680 | 251 | 0.18% | 0.18% | 428 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 2,665 | 250 | 0.06% | 0.06% | 429 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,641 | 248 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bison Wealth, LLC | History | No change | 2,560 | 248 | 0.02% | 0.02% | 431 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vigil Wealth Management, LLC | History | No change | 2,635 | 247 | 0.18% | 0.18% | 432 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,593 | 243 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 2,589 | 243 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFG Wealth Management, LLC. | History | No change | 2,529 | 237 | 0.09% | 0.09% | 435 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Narus Financial Partners, LLC | History | No change | 2,500 | 234 | 0.06% | 0.06% | 436 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,481 | 233 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MBE Wealth Management, LLC | History | No change | 2,442 | 229 | 0.08% | 0.08% | 438 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 2,443 | 229 | 0.04% | 0.04% | 439 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| REAP Financial Group, LLC | History | No change | 2,439 | 229 | 0.04% | 0.04% | 440 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 2,433 | 228 | 0.05% | 0.05% | 441 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisor Resource Council | History | No change | 2,428 | 228 | 0.06% | 0.06% | 442 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cypress Wealth Services, LLC | History | No change | 2,389 | 224 | 0.03% | 0.03% | 443 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,383 | 223 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 2,360 | 221 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 2,322 | 218 | 0.12% | 0.12% | 446 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,290 | 215 | 0.05% | 0.05% | 447 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 2,278 | 214 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WJ Wealth Management, LLC | History | No change | 2,250 | 211 | 0.08% | 0.08% | 449 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMG National Trust Bank | History | No change | 2,225 | 208 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greenfield Savings Bank | History | No change | 2,219 | 208 | 0.08% | 0.08% | 451 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 2,209 | 207 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascent Group, LLC | History | No change | 2,206 | 207 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RiverFront Investment Group, LLC | History | No change | 2,172 | 203 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XML Financial, LLC | History | No change | 2,163 | 203 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,155 | 202 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 25 LLC | History | No change | 2,157 | 202 | 0.06% | 0.06% | 457 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,131 | 200 | 0.09% | 0.09% | 458 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C2C Wealth Management, LLC | History | No change | 16,059 | 196 | 0.15% | 0.15% | 459 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Blue Trust, Inc. | History | No change | 2,080 | 195 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,080 | 195 | 0.11% | 0.11% | 461 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Luminist Capital LLC | History | No change | 1,977 | 185 | 0.21% | 0.21% | 462 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,801 | 173 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAYBAN | History | No change | 1,800 | 169 | 0.13% | 0.13% | 464 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,710 | 160 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,650 | 154 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,630 | 153 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Peterson Wealth Services | History | No change | 1,615 | 151 | 0.03% | 0.03% | 468 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Grove Bank & Trust | History | Reduced | 1,573 | 147 | 0.01% | 0.02% | 469 | -584 | -27.07% | Q3 2026 | Oct 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,455 | 136 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bullseye Investment Management, LLC | History | No change | 1,310 | 123 | 0.06% | 0.06% | 471 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,294 | 121 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,297 | 121 | 0.03% | 0.03% | 473 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,278 | 120 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Operose Advisors LLC | History | No change | 1,208 | 113 | 0.02% | 0.02% | 475 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polaris Financial Partners | History | New | 1,166 | 110 | 0.05% | — | 476 | +1,166 | New | Q3 2026 | Oct 02, 2026 |
| Tidemark, LLC | History | No change | 1,146 | 107 | 0.02% | 0.02% | 477 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allied Private Wealth LLC | History | No change | 1,050 | 101 | 0.06% | 0.06% | 478 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1,063 | 99 | 0.02% | 0.02% | 479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,025 | 96 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glassman Wealth Services | History | No change | 1,000 | 93 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 915 | 85 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 896 | 84 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 833 | 78 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 833 | 78 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 829 | 77 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avion Wealth | History | No change | 775 | 72 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 747 | 70 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 611 | 57 | 0.04% | 0.04% | 489 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 600 | 56 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GGM Financial LLC | History | No change | 605 | 56 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 586 | 55 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 583 | 54 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Luken Investment Analytics, LLC | History | No change | 568 | 53 | 0.02% | 0.02% | 494 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 546 | 51 | 0.0% | 0.0% | 495 | +141 | 34.81% | Q3 2026 | Oct 08, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 540 | 50 | 0.02% | 0.02% | 496 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 512 | 48 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 446 | 41 | 0.03% | 0.03% | 498 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BankPlus Trust Department | History | No change | 429 | 40 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 425 | 39 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 416 | 39 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 420 | 39 | 0.09% | 0.09% | 502 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 382 | 35 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Perspectives, Inc | History | No change | 381 | 35 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset Dedication, LLC | History | No change | 368 | 34 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Abound Wealth Management | History | No change | 350 | 32 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Centennial Bank/AR/ | History | No change | 320 | 30 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signature Equity Partners, LLC | History | No change | 323 | 30 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 315 | 29 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Hanson & Doremus Investment Management | History | No change | 312 | 29 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MATHER GROUP, LLC. | History | No change | 319 | 29 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 319 | 29 | 0.04% | 0.04% | 512 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Davis Capital Management | History | No change | 301 | 28 | 0.02% | 0.02% | 513 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BOKF, NA | History | No change | 294 | 27 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EASTERN BANK | History | No change | 290 | 27 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 292 | 27 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 295 | 27 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 279 | 26 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 275 | 26 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SouthState Bank Corp | History | No change | 275 | 25 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 274 | 25 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Capital Management LLC | History | No change | 258 | 24 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wagner Wealth Management, LLC | History | No change | 248 | 23 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GK Wealth Management LLC | History | New | 219 | 20 | 0.01% | — | 525 | +219 | New | Q3 2026 | Oct 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 218 | 20 | 0.02% | 0.02% | 524 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 199 | 19 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Axiom Investment Management LLC | History | No change | 210 | 19 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 201 | 18 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accordant Advisory Group Inc | History | No change | 200 | 18 | 0.01% | 0.01% | 529 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strive Financial Group ,LLC | History | No change | 195 | 18 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burnham & Co LLC | History | No change | 175 | 16 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 167 | 15 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WHITTIER TRUST CO | History | No change | 155 | 15 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 152 | 14 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 150 | 14 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 154 | 14 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Key FInancial Inc | History | No change | 141 | 13 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 149 | 13 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 135 | 12 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CENTRAL TRUST Co | History | No change | 127 | 11 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JNBA Financial Advisors | History | No change | 116 | 10 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 110 | 10 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 116 | 10 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key Capital Management, INC | History | No change | 110 | 10 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 101 | 9 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 82 | 7 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitlin John, LLC | History | No change | 75 | 7 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 55 | 5 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ST GERMAIN D J CO INC | History | No change | 38 | 3 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CX Institutional | History | New | 20 | 2 | 0.0% | — | 553 | +20 | New | Q3 2026 | Oct 02, 2026 |
| Eukles Asset Management | History | No change | 29 | 2 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Main Street Group, LTD | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |