FIRST TRUST EXCHANGE-TRADED FUND IV - FTSL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,917,166 | 220,043 | 0.01% | 0.01% | 1 | +138,578 | 2.9% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 2,785,802 | 124,664 | 0.03% | 0.03% | 2 | +268,241 | 10.65% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,669,953 | 74,730 | 0.01% | 0.01% | 3 | +13,489 | 0.81% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,503,098 | 67,264 | 0.01% | 0.01% | 4 | +70,230 | 4.9% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,467,308 | 65,662 | 0.0% | 0.0% | 5 | +1,641 | 0.11% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 1,439,544 | 64,491 | 1.79% | 1.77% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,439,234 | 64,405 | 0.02% | 0.02% | 7 | +75,297 | 5.52% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,298,064 | 58,049 | 0.03% | 0.04% | 8 | +23,251 | 1.82% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Added to | 937,444 | 41,950 | 0.01% | 0.01% | 9 | +5,706 | 0.61% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 884,010 | 39,559 | 0.01% | 0.01% | 10 | +47,005 | 5.62% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | New | 767,322 | 34,337 | 0.41% | — | 11 | +767,322 | New | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 669,136 | 29,943 | 0.03% | 0.03% | 12 | +2,133 | 0.32% | Q2 2026 | Aug 12, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 637,860 | 28,544 | 3.81% | 5.17% | 13 | -122,469 | -16.11% | Q2 2026 | Aug 05, 2026 |
| WELCH & FORBES LLC | History | Reduced | 597,151 | 26,722 | 0.32% | 0.37% | 14 | -34,722 | -5.5% | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 593,455 | 26,557 | 0.23% | 0.14% | 15 | +307,204 | 107.32% | Q2 2026 | Jul 27, 2026 |
| TL Private Wealth | History | Added to | 579,910 | 25,974 | 9.53% | 9.56% | 16 | +41,544 | 7.72% | Q2 2026 | Jul 08, 2026 |
| Hikari Tsushin, Inc. | History | No change | 570,196 | 25,516 | 1.69% | 1.76% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 469,326 | 21,002 | 0.99% | 1.06% | 18 | +21,512 | 4.8% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | Added to | 455,074 | 20,364 | 0.02% | 0.02% | 19 | +18,756 | 4.3% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 439,221 | 19,655 | 2.43% | 2.72% | 20 | -4,124 | -0.93% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 378,082 | 16,919 | 0.02% | 0.02% | 21 | +77,335 | 25.71% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 362,078 | 16,203 | 0.01% | 0.02% | 22 | -10,232 | -2.75% | Q2 2026 | Aug 12, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 359,184 | 16,073 | 3.25% | 3.6% | 23 | +22,672 | 6.74% | Q2 2026 | Jul 17, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 328,444 | 14,697 | 3.93% | 4.33% | 24 | +6,437 | 2.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 300,787 | 13,460 | 0.04% | 0.04% | 25 | +45,806 | 17.96% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 288,510 | 12,911 | 0.03% | 0.03% | 26 | +68,439 | 31.1% | Q2 2026 | Jul 27, 2026 |
| CNO Financial Group, Inc. | History | No change | 252,000 | 11,277 | 6.46% | 6.47% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 235,032 | 10,517 | 0.05% | 0.05% | 28 | +39,436 | 20.16% | Q2 2026 | Jul 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 232,110 | 10,386 | 0.05% | 0.07% | 29 | +16,860 | 7.83% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 226,914 | 10,165 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 220,860 | 9,883 | 0.01% | 0.01% | 31 | -5,037 | -2.23% | Q2 2026 | Aug 05, 2026 |
| Nilsine Partners, LLC | History | Added to | 212,769 | 9,521 | 0.66% | 0.73% | 32 | +6,245 | 3.02% | Q2 2026 | Jul 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 206,573 | 9,244 | 0.13% | 0.15% | 33 | +11,002 | 5.63% | Q2 2026 | Jul 14, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 197,172 | 8,823 | 2.88% | 0.77% | 34 | +150,194 | 319.71% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 195,171 | 8,733 | 0.02% | 0.02% | 35 | +37,032 | 23.42% | Q2 2026 | Aug 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 179,524 | 8,033 | 0.52% | 0.52% | 36 | +26,940 | 17.66% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 179,019 | 8,011 | 0.04% | 0.06% | 37 | -91,041 | -33.71% | Q2 2026 | Jul 27, 2026 |
| CacheTech Inc. | History | Added to | 176,013 | 7,876 | 1.28% | 1.32% | 38 | +22,715 | 14.82% | Q2 2026 | Aug 11, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 166,064 | 7,431 | 1.54% | 1.51% | 39 | +4,131 | 2.55% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 161,876 | 7,243 | 0.01% | 0.01% | 40 | -266 | -0.16% | Q2 2026 | Jul 29, 2026 |
| Adams Wealth Management | History | Added to | 157,438 | 7,045 | 1.35% | 1.39% | 41 | +16,125 | 11.41% | Q2 2026 | Aug 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 157,228 | 7,035 | 0.8% | 0.91% | 42 | -2,707 | -1.69% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | Added to | 154,050 | 6,893 | 0.03% | 0.01% | 43 | +95,585 | 163.49% | Q2 2026 | Aug 14, 2026 |
| Petix & Botte Co | History | Added to | 143,213 | 6,408 | 1.29% | 1.36% | 44 | +7,287 | 5.36% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 142,146 | 6,361 | 0.19% | 0.0% | 45 | +141,288 | 16467.13% | Q2 2026 | Jul 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 140,891 | 6,292 | 0.13% | 0.14% | 46 | +860 | 0.61% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 138,827 | 6,212 | 0.01% | 0.01% | 47 | +26,267 | 23.34% | Q2 2026 | Aug 13, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 138,670 | 6,205 | 2.02% | 2.11% | 48 | +11,830 | 9.33% | Q2 2026 | Jul 15, 2026 |
| Fairway Financial, LLC | History | Added to | 136,173 | 6,093 | 4.17% | 4.51% | 49 | +3,838 | 2.9% | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | Reduced | 133,955 | 5,995 | 0.09% | 0.1% | 50 | -594 | -0.44% | Q2 2026 | Jul 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 122,464 | 5,480 | 0.05% | 0.02% | 51 | +78,475 | 178.4% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 113,687 | 5,087 | 0.07% | 0.07% | 52 | +6,519 | 6.08% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 111,551 | 4,994 | 0.24% | 0.25% | 53 | +7,632 | 7.34% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 110,168 | 4,925 | 0.0% | 0.0% | 54 | -41,088 | -27.16% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 109,439 | 4,897 | 0.03% | 0.01% | 55 | +102,806 | 1549.92% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 106,912 | 4,784 | 0.27% | 0.27% | 56 | +13,628 | 14.61% | Q2 2026 | Jul 15, 2026 |
| SACKS & ASSOCIATES, LLC | History | Added to | 104,910 | 4,704 | 3.17% | 3.46% | 57 | +1,115 | 1.07% | Q2 2026 | Aug 04, 2026 |
| Mission Hills Financial Advisory, LLC | History | Reduced | 100,724 | 4,507 | 1.98% | 3.59% | 58 | -55,641 | -35.58% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 100,086 | 4,478 | 0.01% | 0.02% | 59 | -3,292 | -3.18% | Q2 2026 | Jul 28, 2026 |
| WMS Group LLC | History | Added to | 99,841 | 4,467 | 5.76% | 5.93% | 60 | +8,856 | 9.73% | Q2 2026 | Jul 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 89,000 | 3,982 | 0.24% | 0.26% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | New | 88,755 | 3,981 | 0.01% | — | 62 | +88,755 | New | Q2 2026 | Aug 10, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 88,716 | 3,970 | 0.89% | 1.01% | 63 | -537 | -0.6% | Q2 2026 | Aug 03, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 87,647 | 3,926 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 87,657 | 3,922 | 0.38% | 0.45% | 65 | +1,351 | 1.57% | Q2 2026 | Aug 04, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 87,433 | 3,912 | 0.55% | 0.65% | 66 | +1,921 | 2.25% | Q2 2026 | Aug 04, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 86,128 | 3,854 | 1.31% | 1.39% | 67 | +3,000 | 3.61% | Q2 2026 | Jul 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 84,954 | 3,801 | 0.09% | 0.1% | 68 | +3,737 | 4.6% | Q2 2026 | Aug 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 84,704 | 3,794 | 0.12% | 0.12% | 69 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 84,102 | 3,764 | 2.39% | 2.78% | 70 | -1,169 | -1.37% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 83,799 | 3,750 | 0.03% | 0.04% | 71 | -1,398 | -1.64% | Q2 2026 | Aug 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 78,613 | 3,517 | 0.07% | — | 72 | +78,613 | New | Q2 2026 | Aug 12, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 76,879 | 3,440 | 1.45% | 2.07% | 73 | +18,168 | 30.94% | Q2 2026 | Jul 17, 2026 |
| Oder Investment Management, LLC | History | Reduced | 76,655 | 3,430 | 2.3% | 2.65% | 74 | -309 | -0.4% | Q2 2026 | Aug 11, 2026 |
| Private Advisory Group LLC | History | Added to | 74,920 | 3,352 | 0.18% | 0.19% | 75 | +8,944 | 13.56% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 72,392 | 3,239 | 0.02% | 0.02% | 76 | -3,972 | -5.2% | Q2 2026 | Aug 13, 2026 |
| Aspen Investment Management Inc | History | Reduced | 72,334 | 3,237 | 0.87% | 1.0% | 77 | -870 | -1.19% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 68,727 | 3,076 | 0.02% | 0.02% | 78 | +4,199 | 6.51% | Q2 2026 | Jul 20, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 67,798 | 3,033 | 1.7% | 2.07% | 79 | -1,386 | -2.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 66,988 | 2,997 | 0.9% | 1.09% | 80 | +53 | 0.08% | Q2 2026 | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 66,297 | 2,966 | 0.04% | 0.04% | 81 | -270 | -0.41% | Q2 2026 | Aug 18, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 64,936 | 2,911 | 4.17% | 4.45% | 82 | -735,135 | -91.88% | Q2 2026 | Jul 08, 2026 |
| Valmark Advisers, Inc. | History | Added to | 64,429 | 2,883 | 0.03% | 0.03% | 83 | +4,765 | 7.99% | Q2 2026 | Aug 06, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 64,211 | 2,873 | 0.28% | 0.27% | 84 | +15,916 | 32.96% | Q2 2026 | Jul 29, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 62,915 | 2,815 | 0.44% | 0.54% | 85 | -3,580 | -5.38% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 61,414 | 2,748 | 0.02% | 0.02% | 86 | +4,066 | 7.09% | Q2 2026 | Jul 24, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 59,279 | 2,663 | 0.53% | 0.63% | 87 | -5,478 | -8.46% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | Added to | 56,871 | 2,544 | 0.04% | 0.04% | 88 | +9,166 | 19.21% | Q2 2026 | Jul 15, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 56,727 | 2,538 | 0.08% | 0.09% | 89 | -1,037 | -1.8% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 56,436 | 2,535 | 0.0% | 0.0% | 90 | +16,749 | 42.2% | Q2 2026 | Jul 15, 2026 |
| First Financial Group Corp | History | Reduced | 54,127 | 2,422 | 1.75% | 2.0% | 91 | -619 | -1.13% | Q2 2026 | Jul 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 53,643 | 2,400 | 0.05% | 0.07% | 92 | -3,836 | -6.67% | Q2 2026 | Jul 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 51,030 | 2,283 | 0.0% | 0.0% | 93 | -893 | -1.72% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 47,524 | 2,126 | 0.01% | 0.02% | 94 | -397 | -0.83% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 47,297 | 2,116 | 0.0% | 0.0% | 95 | +1,079 | 2.33% | Q2 2026 | Jul 30, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 46,490 | 2,080 | 0.38% | 0.47% | 96 | -990 | -2.09% | Q2 2026 | Aug 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 46,185 | 2,066 | 0.02% | 0.01% | 97 | +21,725 | 88.82% | Q2 2026 | Aug 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 45,238 | 2,024 | 0.02% | 0.03% | 98 | -2,436 | -5.11% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 45,134 | 2,019 | 0.0% | 0.0% | 99 | -25,320 | -35.94% | Q2 2026 | Jul 28, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 45,125 | 2,019 | 0.58% | 0.88% | 100 | -12,575 | -21.79% | Q2 2026 | Jul 09, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 45,067 | 2,016 | 0.13% | 0.15% | 101 | +446 | 1.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 44,613 | 1,996 | 0.45% | 0.53% | 102 | -1,938 | -4.16% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 44,535 | 1,990 | 0.11% | 0.11% | 103 | +6,004 | 15.58% | Q2 2026 | Jul 14, 2026 |
| Stenger Family Office, LLC | History | Reduced | 43,869 | 1,963 | 0.31% | 0.35% | 104 | -881 | -1.97% | Q2 2026 | Jul 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 43,637 | 1,952 | 0.06% | 0.05% | 105 | +11,427 | 35.48% | Q2 2026 | Jul 07, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 40,484 | 1,811 | 0.44% | 0.59% | 106 | -9,065 | -18.3% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | Reduced | 40,215 | 1,799 | 0.01% | 0.01% | 107 | -1,575 | -3.77% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 39,387 | 1,760 | 0.0% | 0.0% | 108 | +6,829 | 20.97% | Q2 2026 | Aug 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 39,232 | 1,755 | 0.68% | 0.75% | 109 | +1,144 | 3.0% | Q2 2026 | Aug 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 39,043 | 1,747 | 0.01% | 0.01% | 110 | +690 | 1.8% | Q2 2026 | Jul 20, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 38,433 | 1,719 | 0.43% | 0.5% | 111 | -216 | -0.56% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | Added to | 38,015 | 1,701 | 0.0% | 0.0% | 112 | +6,709 | 21.43% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 37,650 | 1,684 | 0.0% | 0.0% | 113 | -3,289 | -8.03% | Q2 2026 | Aug 05, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 37,562 | 1,680 | 0.15% | 0.3% | 114 | +898 | 2.45% | Q2 2026 | Aug 06, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 36,726 | 1,643 | 0.3% | 0.35% | 115 | -2,082 | -5.36% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,507 | 1,634 | 0.0% | 0.0% | 116 | +3,254 | 9.79% | Q2 2026 | Aug 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 36,500 | 1,633 | 0.15% | 0.16% | 117 | +2,976 | 8.88% | Q2 2026 | Jul 16, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 34,784 | 1,556 | 1.44% | 1.58% | 118 | +732 | 2.15% | Q2 2026 | Jul 08, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Reduced | 34,707 | 1,553 | 0.63% | 0.74% | 119 | -1,107 | -3.09% | Q2 2026 | Jul 14, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 34,211 | 1,530 | 0.89% | 0.91% | 120 | -2,244 | -6.16% | Q2 2026 | Jul 16, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 33,470 | 1,497 | 0.06% | 0.07% | 121 | -2,563 | -7.11% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32,914 | 1,472 | 0.0% | 0.0% | 122 | +3,960 | 13.68% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 31,919 | 1,428 | 0.03% | 0.03% | 123 | +2,346 | 7.93% | Q2 2026 | Aug 04, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 31,321 | 1,401 | 0.5% | 0.57% | 124 | -344 | -1.09% | Q2 2026 | Jul 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 29,942 | 1,339 | 0.0% | 0.0% | 125 | +9,498 | 46.46% | Q2 2026 | Aug 19, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 29,786 | 1,332 | 0.03% | 0.04% | 126 | -3,078 | -9.37% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | Reduced | 28,618 | 1,280 | 0.23% | 0.25% | 127 | -728 | -2.48% | Q2 2026 | Jul 10, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 28,410 | 1,271 | 0.2% | 0.23% | 128 | -559 | -1.93% | Q2 2026 | Aug 17, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 27,086 | 1,212 | 0.15% | — | 129 | +27,086 | New | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 27,010 | 1,209 | 0.05% | 0.09% | 130 | -16,079 | -37.32% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 26,270 | 1,175 | 0.04% | 0.16% | 131 | -66,422 | -71.66% | Q2 2026 | Aug 14, 2026 |
| Andina Capital Management, LLC | History | New | 26,124 | 1,169 | 1.89% | — | 133 | +26,124 | New | Q2 2026 | Aug 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 26,140 | 1,169 | 0.22% | 0.23% | 132 | +1,108 | 4.43% | Q2 2026 | Aug 12, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 25,930 | 1,160 | 0.48% | 0.59% | 134 | -454 | -1.72% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 24,990 | 1,118 | 0.46% | 0.78% | 135 | -10,070 | -28.72% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 24,905 | 1,114 | 0.02% | 0.03% | 136 | -5,267 | -17.46% | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 24,679 | 1,104 | 0.06% | 0.06% | 137 | +2,511 | 11.33% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 24,218 | 1,083 | 0.07% | 0.07% | 138 | +2,130 | 9.64% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,057 | 1,076 | 0.0% | 0.0% | 139 | -23,959 | -49.9% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 23,777 | 1,064 | 0.24% | 0.29% | 140 | -2,063 | -7.98% | Q2 2026 | Jul 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 23,706 | 1,061 | 0.03% | 0.03% | 141 | +3,810 | 19.15% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 23,723 | 1,061 | 0.07% | 0.08% | 142 | +376 | 1.61% | Q2 2026 | Jul 23, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 23,410 | 1,047 | 0.5% | 0.69% | 143 | -7,504 | -24.27% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 23,311 | 1,043 | 0.02% | 0.02% | 144 | +10,132 | 76.88% | Q2 2026 | Aug 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 22,322 | 1,000 | 0.37% | 0.37% | 145 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,145 | 990 | 0.02% | 0.02% | 146 | +1,936 | 9.58% | Q2 2026 | Jul 31, 2026 |
| Financial Partners Group, Inc | History | No change | 21,843 | 977 | 0.1% | 0.12% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 21,790 | 975 | 0.68% | 0.72% | 148 | +547 | 2.57% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 21,779 | 974 | 0.01% | 0.01% | 149 | -1,618 | -6.92% | Q2 2026 | Jul 17, 2026 |
| Sandro Wealth Management LLC | History | Added to | 21,671 | 969 | 0.7% | 0.78% | 150 | +8 | 0.04% | Q2 2026 | Aug 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 20,956 | 937 | 0.04% | 0.1% | 151 | -20,171 | -49.05% | Q2 2026 | Aug 11, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 19,759 | 884 | 0.3% | 0.37% | 152 | -2,563 | -11.48% | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 19,603 | 877 | 0.0% | 0.0% | 153 | -243 | -1.22% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 19,506 | 872 | 0.04% | 0.05% | 154 | +2,001 | 11.43% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,943 | 847 | 0.0% | 0.0% | 155 | -1,685 | -8.17% | Q2 2026 | Aug 13, 2026 |
| L & S Advisors Inc | History | Added to | 18,607 | 832 | 0.09% | 0.1% | 156 | +205 | 1.11% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 18,575 | 831 | 0.01% | 0.01% | 157 | +3,966 | 27.15% | Q2 2026 | Aug 04, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 18,515 | 828 | 0.84% | — | 158 | +18,515 | New | Q2 2026 | Jul 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 18,199 | 814 | 0.01% | 0.01% | 159 | +66 | 0.36% | Q2 2026 | Aug 10, 2026 |
| Advisor OS, LLC | History | Added to | 18,028 | 806 | 0.05% | 0.03% | 160 | +7,873 | 77.53% | Q2 2026 | Aug 05, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 17,503 | 783 | 0.0% | 0.0% | 161 | -1,537 | -8.07% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 17,457 | 781 | 0.02% | 0.03% | 162 | -663 | -3.66% | Q2 2026 | Jul 27, 2026 |
| Accel Wealth Management | History | Reduced | 16,678 | 746 | 0.17% | 0.22% | 163 | -1,927 | -10.36% | Q2 2026 | Jul 10, 2026 |
| Bison Wealth, LLC | History | Added to | 16,300 | 730 | 0.07% | 0.06% | 164 | +2,267 | 16.15% | Q2 2026 | Jul 07, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 15,863 | 709 | 0.14% | 0.16% | 165 | -1,077 | -6.36% | Q2 2026 | Jul 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 15,477 | 692 | 0.0% | 0.0% | 166 | +31 | 0.2% | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 15,031 | 672 | 0.02% | 0.02% | 167 | +5,380 | 55.75% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 15,000 | 671 | 0.04% | 0.02% | 168 | +9,700 | 183.02% | Q2 2026 | Aug 05, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 14,894 | 666 | 0.09% | 0.1% | 169 | -181 | -1.2% | Q2 2026 | Jul 24, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 14,861 | 665 | 0.2% | 0.3% | 170 | -5,728 | -27.82% | Q2 2026 | Aug 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 14,787 | 662 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 14,701 | 657 | 0.03% | 0.02% | 172 | +2,141 | 17.05% | Q2 2026 | Aug 10, 2026 |
| Helium Advisors LLC | History | Reduced | 14,631 | 654 | 0.54% | 0.67% | 173 | -972 | -6.23% | Q2 2026 | Aug 11, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 13,864 | 620 | 0.1% | 0.11% | 174 | +213 | 1.56% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 13,387 | 599 | 0.0% | 0.0% | 175 | +1,743 | 14.97% | Q2 2026 | Aug 12, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 13,396 | 599 | 0.19% | 0.25% | 176 | -90 | -0.67% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,301 | 595 | 0.05% | 0.05% | 177 | +1,550 | 13.19% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 12,656 | 566 | 0.0% | 0.0% | 178 | -3,262 | -20.49% | Q2 2026 | Aug 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,357 | 552 | 0.01% | 0.01% | 179 | -4,057 | -24.72% | Q2 2026 | Aug 12, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 12,300 | 550 | 0.13% | 0.16% | 180 | -465 | -3.64% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,104 | 541 | 0.0% | 0.01% | 181 | -586 | -4.62% | Q2 2026 | Aug 06, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 12,097 | 541 | 0.37% | 0.43% | 182 | -369 | -2.96% | Q2 2026 | Jul 27, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 12,043 | 538 | 0.07% | 0.08% | 183 | -586 | -4.64% | Q2 2026 | Jul 13, 2026 |
| Balefire, LLC | History | Added to | 11,574 | 517 | 0.08% | 0.09% | 184 | +1,393 | 13.68% | Q2 2026 | Jul 07, 2026 |
| MRA Advisory Group | History | Added to | 11,520 | 515 | 0.19% | 0.21% | 185 | +43 | 0.37% | Q2 2026 | Jul 08, 2026 |
| Sowell Financial Services LLC | History | Reduced | 11,501 | 514 | 0.02% | 0.02% | 186 | -2,346 | -16.94% | Q2 2026 | Jul 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 11,242 | 503 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,101 | 496 | 0.01% | 0.01% | 188 | -4,133 | -27.13% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 10,992 | 491 | 0.02% | 0.02% | 189 | +343 | 3.22% | Q2 2026 | Jul 24, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 10,945 | 489 | 0.03% | 0.04% | 190 | -513 | -4.48% | Q2 2026 | Aug 14, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 10,730 | 480 | 0.1% | 0.12% | 191 | -200 | -1.83% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | New | 10,586 | 473 | 0.01% | — | 192 | +10,586 | New | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | Added to | 10,448 | 468 | 0.01% | 0.01% | 193 | +545 | 5.5% | Q2 2026 | Aug 05, 2026 |
| BAM Wealth Management, LLC | History | Added to | 10,312 | 461 | 0.29% | 0.23% | 194 | +3,289 | 46.83% | Q2 2026 | Jul 14, 2026 |
| Venture Visionary Partners LLC | History | No change | 10,185 | 455 | 0.01% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | New | 10,084 | 451 | 0.0% | — | 197 | +10,084 | New | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,087 | 451 | 0.01% | 0.01% | 196 | +117 | 1.17% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,955 | 445 | 0.0% | 0.01% | 198 | +65 | 0.66% | Q2 2026 | Jul 28, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 9,848 | 440 | 0.06% | 0.08% | 199 | +141 | 1.45% | Q2 2026 | Jul 24, 2026 |
| American Financial Advisors, LLC | History | Reduced | 9,708 | 434 | 0.05% | 0.07% | 200 | -1,779 | -15.49% | Q2 2026 | Jul 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | New | 9,493 | 424 | 0.12% | — | 201 | +9,493 | New | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,464 | 423 | 0.0% | 0.0% | 202 | +149 | 1.6% | Q2 2026 | Aug 11, 2026 |
| Beaton Management Co. Inc. | History | No change | 9,450 | 423 | 0.17% | 0.19% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 9,382 | 419 | 0.01% | — | 205 | +9,382 | New | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | Reduced | 9,384 | 419 | 0.01% | 0.02% | 204 | -5,867 | -38.47% | Q2 2026 | Jul 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 9,270 | 414 | 0.04% | 0.05% | 206 | -1,475 | -13.73% | Q2 2026 | Jul 14, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 9,244 | 413 | 0.27% | 0.3% | 207 | -23 | -0.25% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | Added to | 9,207 | 412 | 0.0% | 0.0% | 208 | +1,694 | 22.55% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | Reduced | 9,164 | 410 | 0.0% | 0.0% | 209 | -240 | -2.55% | Q2 2026 | Aug 14, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 9,095 | 407 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| Sigma Planning Corp | History | Reduced | 8,870 | 396 | 0.01% | 0.01% | 211 | -50 | -0.56% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 8,726 | 390 | 0.01% | 0.01% | 212 | -536 | -5.79% | Q2 2026 | Jul 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,462 | 378 | 0.03% | 0.04% | 213 | -263 | -3.01% | Q2 2026 | Aug 13, 2026 |
| Global Assets Advisory, LLC | History | New | 8,445 | 377 | 0.08% | — | 214 | +8,445 | New | Q2 2026 | Jul 27, 2026 |
| BRIGHTON JONES LLC | History | Added to | 8,388 | 375 | 0.01% | 0.01% | 215 | +1,839 | 28.08% | Q2 2026 | Aug 11, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 8,383 | 375 | 0.09% | 0.11% | 216 | -712 | -7.83% | Q2 2026 | Aug 11, 2026 |
| Providence First Trust Co | History | New | 8,029 | 359 | 0.1% | — | 217 | +8,029 | New | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,997 | 357 | 0.0% | 0.01% | 218 | -1,503 | -15.82% | Q2 2026 | Jul 22, 2026 |
| RVW Wealth, LLC | History | Reduced | 7,595 | 339 | 0.02% | 0.03% | 219 | -1,073 | -12.38% | Q2 2026 | Jul 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7,412 | 331 | 0.01% | — | 220 | +7,412 | New | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,143 | 319 | 0.0% | 0.0% | 221 | +454 | 6.79% | Q2 2026 | Jul 24, 2026 |
| Meridian Wealth Management, LLC | History | New | 7,115 | 318 | 0.01% | — | 222 | +7,115 | New | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,026 | 314 | 0.0% | 0.03% | 223 | -36,032 | -83.68% | Q2 2026 | Aug 10, 2026 |
| Argent Trust Co | History | No change | 7,000 | 313 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 6,904 | 308 | 0.02% | 0.02% | 225 | -429 | -5.85% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,774 | 303 | 0.01% | 0.02% | 226 | -15,963 | -70.21% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 6,786 | 303 | 0.0% | 0.0% | 227 | -1,987 | -22.65% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | New | 6,649 | 297 | 0.0% | — | 228 | +6,649 | New | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,388 | 285 | 0.0% | 0.0% | 229 | +268 | 4.38% | Q2 2026 | Sep 08, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 6,221 | 278 | 0.15% | 0.18% | 230 | +32 | 0.52% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | Reduced | 6,037 | 270 | 0.0% | 0.0% | 231 | -1,128 | -15.74% | Q2 2026 | Aug 13, 2026 |
| Castleview Partners, LLC | History | Reduced | 5,850 | 261 | 0.11% | 0.13% | 232 | -11 | -0.19% | Q2 2026 | Jul 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 5,825 | 260 | 0.0% | 0.0% | 233 | -497 | -7.86% | Q2 2026 | Aug 13, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 5,603 | 250 | 0.17% | 0.22% | 234 | +2 | 0.04% | Q2 2026 | Aug 13, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | New | 5,555 | 248 | 0.12% | — | 235 | +5,555 | New | Q2 2026 | Sep 02, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 5,479 | 245 | 0.07% | 0.1% | 237 | -1,321 | -19.43% | Q2 2026 | Jul 13, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 5,475 | 245 | 0.18% | 0.22% | 236 | -125 | -2.23% | Q2 2026 | Jul 28, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 5,453 | 244 | 0.01% | 0.02% | 238 | +84 | 1.56% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 5,427 | 242 | 0.01% | 0.02% | 239 | +5 | 0.09% | Q2 2026 | Jul 22, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 5,402 | 241 | 0.02% | 0.06% | 240 | -5,974 | -52.51% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 5,318 | 237 | 0.0% | 0.0% | 241 | +325 | 6.51% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 5,280 | 236 | 0.0% | 0.0% | 242 | +855 | 19.32% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | Added to | 5,259 | 235 | 0.01% | 0.01% | 243 | +5,206 | 9822.64% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 5,067 | 226 | 0.01% | 0.02% | 244 | -5,041 | -49.87% | Q2 2026 | Aug 04, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Reduced | 5,045 | 225 | 0.13% | 0.15% | 245 | -425 | -7.77% | Q2 2026 | Jul 01, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 5,010 | 224 | 0.09% | 0.11% | 246 | -507 | -9.19% | Q2 2026 | Jul 14, 2026 |
| Brookstone Capital Management | History | New | 4,966 | 222 | 0.0% | — | 247 | +4,966 | New | Q2 2026 | Jul 15, 2026 |
| Keel Point, LLC | History | Reduced | 4,875 | 218 | 0.01% | 0.01% | 248 | -24 | -0.49% | Q2 2026 | Aug 14, 2026 |
| Global View Capital Management LLC | History | New | 4,711 | 210 | 0.04% | — | 250 | +4,711 | New | Q2 2026 | Jul 23, 2026 |
| Southland Equity Partners LLC | History | Reduced | 4,702 | 210 | 0.04% | 0.04% | 249 | -117 | -2.43% | Q2 2026 | Jul 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,676 | 209 | 0.0% | 0.0% | 251 | -21 | -0.45% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | Reduced | 4,647 | 207 | 0.01% | 0.01% | 252 | -237 | -4.85% | Q2 2026 | Aug 04, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 4,609 | 206 | 0.03% | 0.08% | 253 | -2,661 | -36.6% | Q2 2026 | Aug 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 4,619 | 206 | 0.06% | 0.08% | 254 | -540 | -10.47% | Q2 2026 | Jul 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 4,483 | 200 | 0.11% | 0.13% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,025 | 180 | 0.0% | 0.0% | 256 | +656 | 19.47% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,630 | 162 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 3,421 | 153 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 3,319 | 148 | 0.01% | 0.01% | 259 | +22 | 0.67% | Q2 2026 | Jul 21, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 2,916 | 130 | 0.29% | 0.28% | 260 | +743 | 34.19% | Q2 2026 | Aug 13, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 2,825 | 126 | 0.02% | 0.01% | 261 | +625 | 28.41% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,801 | 125 | 0.04% | 0.05% | 262 | +35 | 1.27% | Q2 2026 | Jul 15, 2026 |
| Roxbury Financial LLC | History | Added to | 2,554 | 114 | 0.09% | 0.07% | 263 | +805 | 46.03% | Q2 2026 | Jul 01, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 2,442 | 109 | 0.05% | 0.06% | 264 | -119 | -4.65% | Q2 2026 | Sep 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,006 | 89 | 0.04% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,965 | 87 | 0.0% | 0.0% | 266 | -2,187 | -52.67% | Q2 2026 | Aug 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 1,843 | 82 | 0.02% | 0.0% | 267 | +1,752 | 1925.27% | Q2 2026 | Aug 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,318 | 58 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,148 | 51 | 0.01% | — | 269 | +1,148 | New | Q2 2026 | Jul 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,090 | 48 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,050 | 46 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 1,000 | 44 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CX Institutional | History | Reduced | 892 | 40 | 0.0% | 0.0% | 273 | -417 | -31.86% | Q2 2026 | Jul 01, 2026 |
| Triumph Capital Management | History | No change | 788 | 35 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 670 | 29 | 0.0% | 0.0% | 275 | -282 | -29.62% | Q2 2026 | Jul 28, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 670 | 29 | 0.01% | 0.01% | 276 | +10 | 1.52% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 627 | 28 | 0.0% | — | 278 | +627 | New | Q2 2026 | Aug 13, 2026 |
| Sachetta, LLC | History | Added to | 632 | 28 | 0.01% | 0.02% | 277 | +3 | 0.48% | Q2 2026 | Jul 15, 2026 |
| Continuum Advisory, LLC | History | New | 616 | 27 | 0.0% | — | 279 | +616 | New | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 600 | 26 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 545 | 24 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NBT BANK, N.A. | History | Reduced | 400 | 17 | 0.0% | 0.02% | 282 | -4,764 | -92.25% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 401 | 17 | 0.0% | 0.0% | 283 | +133 | 49.63% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 361 | 16 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 376 | 16 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Added to | 324 | 14 | 0.0% | 0.0% | 286 | +49 | 17.82% | Q2 2026 | Aug 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 315 | 14 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | New | 303 | 13 | 0.0% | — | 289 | +303 | New | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 310 | 13 | 0.0% | 0.0% | 288 | -55 | -15.07% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 272 | 12 | 0.0% | 0.0% | 290 | +4 | 1.49% | Q2 2026 | Aug 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 276 | 12 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 268 | 11 | 0.0% | 0.0% | 292 | +3 | 1.13% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 225 | 10 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hughes Financial Services, LLC | History | No change | 240 | 10 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IMG Wealth Management, Inc. | History | No change | 201 | 8 | 0.0% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 167 | 7 | 0.0% | — | 297 | +167 | New | Q2 2026 | Aug 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 165 | 7 | 0.0% | 0.0% | 296 | +3 | 1.85% | Q2 2026 | Jul 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 146 | 6 | 0.0% | 0.0% | 298 | +3 | 2.1% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | New | 130 | 5 | 0.0% | — | 301 | +130 | New | Q2 2026 | Sep 04, 2026 |
| Founders Financial Alliance, LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |