FIRST TRUST EXCHANGE-TRADED FUND VII - FTGC
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | No change | 21,763,134 | 588,692 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 10,562,312 | 285,710 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,478,012 | 202,280 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,466,281 | 147,860 | 0.17% | 0.17% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,295,649 | 89,147 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 1,672,607 | 45,244 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,617,836 | 43,763 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,415,450 | 38,287 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 1,387,044 | 37,519 | 1.07% | 1.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 1,157,535 | 31,311 | 1.48% | 1.48% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Modern Wealth Management, LLC | History | No change | 971,639 | 26,282 | 0.31% | 0.31% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 965,395 | 26,134 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 932,402 | 25,221 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | No change | 901,297 | 24,380 | 0.99% | 0.99% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Enhancement Group LLC | History | Added to | 719,087 | 22,199 | 2.55% | 2.15% | 15 | +52,573 | 7.89% | Q3 2026 | Oct 08, 2026 |
| Dunhill Financial, LLC | History | No change | 782,279 | 21,295 | 4.35% | 4.35% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 756,891 | 20,473 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 719,100 | 19,444 | 0.42% | 0.42% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carrera Capital Advisors | History | No change | 690,192 | 18,669 | 2.77% | 2.77% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 648,635 | 17,545 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 591,708 | 16,005 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 589,983 | 15,959 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valmark Advisers, Inc. | History | No change | 580,543 | 15,703 | 0.17% | 0.17% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 574,445 | 15,538 | 0.55% | 0.55% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bison Wealth, LLC | History | No change | 498,160 | 13,846 | 1.27% | 1.27% | 25 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 470,207 | 12,719 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cooper Financial Group | History | Reduced | 375,766 | 11,494 | 0.92% | 0.87% | 27 | -10,698 | -2.77% | Q3 2026 | Oct 07, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 382,602 | 10,349 | 0.37% | 0.37% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 377,555 | 10,212 | 0.16% | 0.16% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Solitude Financial Services | History | No change | 338,563 | 9,158 | 2.54% | 2.54% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PSI Advisors, LLC | History | No change | 324,348 | 8,773 | 2.04% | 2.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| StoneX Group Inc. | History | No change | 324,087 | 8,767 | 0.35% | 0.35% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 320,040 | 8,657 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Petix & Botte Co | History | No change | 316,406 | 8,558 | 1.72% | 1.72% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LexAurum Advisors, LLC | History | No change | 283,090 | 7,657 | 0.88% | 0.88% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 280,803 | 7,595 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 280,704 | 7,593 | 0.92% | 0.92% | 37 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 244,157 | 7,468 | 0.05% | 0.05% | 38 | +16,198 | 7.11% | Q3 2026 | Oct 08, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 274,403 | 7,422 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mainsail Financial Group, LLC | History | No change | 269,735 | 7,296 | 2.48% | 2.48% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 268,950 | 7,275 | 0.23% | 0.23% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | No change | 263,865 | 7,137 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 259,032 | 7,006 | 1.04% | 1.04% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| W1M Asset Management Ltd | History | No change | 251,724 | 6,809 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 248,626 | 6,725 | 1.93% | 1.93% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 218,676 | 5,915 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABLE Financial Group, LLC | History | No change | 213,091 | 5,764 | 0.97% | 0.97% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 210,441 | 5,692 | 2.02% | 2.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFG Wealth Management, LLC | History | No change | 205,361 | 5,555 | 5.59% | 5.59% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 203,939 | 5,516 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 176,312 | 4,769 | 0.55% | 0.55% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 170,168 | 4,603 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 165,437 | 4,475 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ASSETMARK, INC | History | No change | 150,142 | 4,061 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 146,629 | 3,966 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Climber Capital SA | History | No change | 145,758 | 3,834 | 2.34% | 2.34% | 56 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITIGROUP INC | History | No change | 131,919 | 3,568 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 131,764 | 3,564 | 2.08% | 2.08% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 123,859 | 3,350 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 121,915 | 3,297 | 0.19% | 0.19% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 118,648 | 3,209 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 118,410 | 3,202 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 116,969 | 3,164 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FWG Holdings, LLC | History | No change | 103,112 | 3,033 | 1.05% | 1.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 112,058 | 3,031 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 102,767 | 2,751 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 99,317 | 2,686 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 96,727 | 2,616 | 0.43% | 0.43% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 95,335 | 2,578 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HighTower Advisors, LLC | History | No change | 94,188 | 2,547 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 87,620 | 2,370 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 82,727 | 2,318 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corundum Group, Inc. | History | No change | 84,182 | 2,277 | 0.68% | 0.68% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Flaharty Asset Management, LLC | History | No change | 83,146 | 2,263 | 3.24% | 3.24% | 74 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Mutual Advisors, LLC | History | No change | 83,307 | 2,253 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 82,589 | 2,234 | 1.78% | 1.78% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 81,873 | 2,214 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Private Advisor Group, LLC | History | No change | 80,990 | 2,190 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 80,980 | 2,190 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | No change | 79,217 | 2,142 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 75,156 | 2,032 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Copia Wealth Management | History | No change | 74,881 | 2,025 | 1.22% | 1.22% | 82 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 65,354 | 1,999 | 0.23% | 0.2% | 83 | -509 | -0.77% | Q3 2026 | Oct 08, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 64,300 | 1,966 | 0.56% | 0.49% | 84 | +133 | 0.21% | Q3 2026 | Oct 09, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 71,973 | 1,946 | 0.77% | 0.77% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | No change | 70,295 | 1,901 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 69,591 | 1,882 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 68,854 | 1,862 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 68,155 | 1,843 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | No change | 63,380 | 1,714 | 1.54% | 1.54% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 63,067 | 1,705 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 62,033 | 1,678 | 0.88% | 0.88% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 61,570 | 1,665 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARWA LLC | History | No change | 57,099 | 1,627 | 0.68% | 0.68% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 58,479 | 1,581 | 0.32% | 0.32% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 57,222 | 1,547 | 0.35% | 0.35% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| E&G Advisors, LLC | History | No change | 56,228 | 1,520 | 0.29% | 0.29% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 49,142 | 1,503 | 0.34% | 0.27% | 98 | +5,584 | 12.82% | Q3 2026 | Oct 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 54,261 | 1,467 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 54,064 | 1,462 | 0.82% | 0.82% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 52,493 | 1,419 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 52,329 | 1,415 | 0.09% | 0.09% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sargent Investment Group, LLC | History | No change | 52,063 | 1,408 | 0.17% | 0.17% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Center For Asset Management LLC | History | No change | 50,918 | 1,377 | 0.61% | 0.61% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 49,345 | 1,334 | 0.74% | 0.74% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 48,067 | 1,300 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 47,596 | 1,287 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 46,569 | 1,259 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 46,234 | 1,250 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 45,729 | 1,236 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 45,374 | 1,227 | 0.43% | 0.43% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MTM Investment Management, LLC | History | No change | 44,573 | 1,205 | 0.34% | 0.34% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 44,254 | 1,197 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 43,869 | 1,186 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Composition Wealth, LLC | History | No change | 43,669 | 1,181 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | No change | 43,211 | 1,168 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Certified Advisory Corp | History | No change | 42,297 | 1,144 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 41,241 | 1,115 | 0.19% | 0.19% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 39,679 | 1,073 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 39,192 | 1,060 | 0.19% | 0.19% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Traction Financial Partners, LLC | History | No change | 37,951 | 1,026 | 0.54% | 0.54% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspect Partners, LLC | History | No change | 37,677 | 1,019 | 0.38% | 0.38% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 37,485 | 1,013 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 36,073 | 975 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Simplicity Wealth,LLC | History | No change | 34,589 | 935 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Assets Advisory, LLC | History | No change | 34,446 | 934 | 0.2% | 0.2% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 34,253 | 926 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 29,960 | 916 | 0.2% | 0.2% | 128 | -5,288 | -15.0% | Q3 2026 | Oct 09, 2026 |
| SACKS & ASSOCIATES, LLC | History | New | 29,939 | 915 | 0.64% | — | 129 | +29,939 | New | Q3 2026 | Oct 09, 2026 |
| City Center Advisors, LLC | History | Added to | 27,641 | 845 | 0.65% | 0.56% | 130 | +2,030 | 7.93% | Q3 2026 | Oct 07, 2026 |
| Advisory Services Network, LLC | History | No change | 30,655 | 829 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 27,921 | 755 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 26,881 | 727 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 26,077 | 705 | 0.36% | 0.36% | 134 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 22,674 | 693 | 0.04% | 0.03% | 135 | +3,567 | 18.67% | Q3 2026 | Oct 08, 2026 |
| Harvest Investment Services, LLC | History | No change | 23,874 | 645 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stablepoint Partners, LLC | History | No change | 23,527 | 636 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 20,551 | 628 | 0.59% | 0.56% | 138 | +67 | 0.33% | Q3 2026 | Oct 07, 2026 |
| Darwin Wealth Management, LLC | History | No change | 22,748 | 615 | 0.17% | 0.17% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 21,778 | 589 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnus Financial Group LLC | History | No change | 21,240 | 574 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 21,139 | 571 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Allocation Strategies LLC | History | No change | 20,653 | 558 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kovack Advisors, Inc. | History | No change | 20,300 | 549 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 17,564 | 537 | 0.04% | 0.03% | 145 | +1,040 | 6.29% | Q3 2026 | Oct 08, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 19,412 | 525 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 18,791 | 508 | 0.23% | 0.23% | 147 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 16,314 | 505 | 0.02% | 0.02% | 148 | -76 | -0.46% | Q3 2026 | Oct 09, 2026 |
| Savvy Advisors, Inc. | History | No change | 17,764 | 480 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 17,653 | 477 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 17,353 | 469 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 17,223 | 465 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 17,088 | 462 | 0.11% | 0.11% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MASECO LLP | History | No change | 17,060 | 461 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 16,664 | 450 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 16,571 | 448 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TMB Capital Partners, LLC | History | No change | 16,018 | 433 | 0.14% | 0.14% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Americana Partners, LLC | History | No change | 15,968 | 431 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 15,716 | 425 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 15,050 | 407 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 14,783 | 399 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | No change | 14,321 | 398 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 14,675 | 396 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 14,665 | 395 | 0.18% | 0.18% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| tru Independence LLC | History | No change | 14,411 | 389 | 0.17% | 0.17% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 14,138 | 382 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sowell Financial Services LLC | History | No change | 14,132 | 382 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Envision Financial LLC | History | No change | 13,984 | 378 | 0.17% | 0.17% | 168 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 13,951 | 377 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Creative Planning | History | No change | 13,338 | 360 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EPG Wealth Management LLC | History | No change | 13,146 | 355 | 0.09% | 0.09% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Headland Capital, LLC | History | No change | 12,859 | 347 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,752 | 344 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 12,567 | 339 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 12,357 | 334 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 11,992 | 324 | 0.14% | 0.14% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,908 | 322 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waterfront Wealth Inc. | History | No change | 11,504 | 322 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Everest Financial Group LLC | History | No change | 11,794 | 319 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 11,664 | 315 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 11,443 | 309 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 11,382 | 307 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accel Wealth Management | History | No change | 11,103 | 300 | 0.07% | 0.07% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 11,041 | 298 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GeoWealth Management, LLC | History | No change | 10,980 | 297 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 10,831 | 292 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,704 | 289 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cushing Capital Partners, LLC | History | No change | 10,551 | 285 | 0.2% | 0.2% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 10,298 | 278 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 9,782 | 264 | 0.14% | 0.14% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Park Square Financial Group, LLC | History | No change | 9,639 | 260 | 2.35% | 2.35% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 9,570 | 259 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 9,243 | 250 | 0.1% | 0.1% | 193 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| White Wing Wealth Management | History | No change | 9,199 | 248 | 0.13% | 0.13% | 194 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,098 | 246 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Objective Capital Management, LLC | History | No change | 9,100 | 246 | 0.22% | 0.22% | 196 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 8,437 | 228 | 0.13% | 0.13% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 8,287 | 224 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Visionary Wealth Advisors | History | No change | 8,181 | 221 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 8,101 | 221 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 8,109 | 219 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SigFig Wealth Management, LLC | History | New | 6,935 | 212 | 0.01% | — | 202 | +6,935 | New | Q3 2026 | Oct 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 7,777 | 210 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 7,142 | 206 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,583 | 205 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,615 | 202 | 0.01% | 0.01% | 206 | +321 | 5.1% | Q3 2026 | Oct 08, 2026 |
| Nilsine Partners, LLC | History | No change | 7,500 | 202 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vise Technologies, Inc. | History | No change | 7,447 | 201 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH EFFECTS LLC | History | No change | 7,460 | 201 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 7,409 | 200 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 7,059 | 190 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 6,651 | 179 | 0.08% | 0.08% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| StrongBox Wealth, LLC | History | No change | 6,175 | 167 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 5,870 | 158 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,257 | 142 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4,774 | 129 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,417 | 119 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3,041 | 82 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Community Bank | History | No change | 2,825 | 76 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 2,684 | 72 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 2,630 | 71 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,453 | 66 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,384 | 64 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,264 | 61 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,035 | 55 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | No change | 2,065 | 55 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,012 | 54 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Mechanics Financial Corp | History | No change | 2,000 | 54 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,910 | 51 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,850 | 50 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,787 | 48 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,741 | 47 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,764 | 47 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1,714 | 46 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,600 | 43 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,591 | 43 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 1,500 | 40 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PlanVest Financial, Inc | History | No change | 1,412 | 38 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NFSG Corp | History | No change | 1,345 | 36 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,266 | 34 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,133 | 30 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 27 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 920 | 24 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 821 | 22 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 643 | 20 | 0.0% | 0.0% | 245 | +2 | 0.31% | Q3 2026 | Oct 02, 2026 |
| Salomon & Ludwin, LLC | History | No change | 649 | 17 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 573 | 15 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 451 | 12 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROGCO, LP | History | No change | 480 | 12 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 417 | 11 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 410 | 11 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 397 | 10 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 405 | 10 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 345 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 263 | 7 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 167 | 5 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Basepoint Wealth LLC | History | No change | 221 | 5 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 154 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 130 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 135 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 141 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 141 | 3 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 111 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 126 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 75 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 94 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 74 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Holos Integrated Wealth LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cheviot Value Management, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 52 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 127,679 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POM Investment Strategies, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,108 | -100.0% | Q3 2026 | Oct 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantum Portfolio Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |