FIRST TRUST EXCHANGE-TRADED FUND IV - FTSM
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 | No change | 13,667,911 | 816,384 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 8,891,506 | 531,089 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,553,673 | 451,180 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,142,222 | 187,684 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,793,368 | 166,847 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,731,058 | 163,126 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,470,705 | 147,575 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 1,901,343 | 113,567 | 4.61% | 4.61% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 1,696,631 | 101,339 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,247,022 | 74,484 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,212,790 | 72,452 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,196,740 | 71,481 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BDFS Capital LLC | History | Reduced | 1,110,376 | 66,306 | 32.68% | 29.92% | 13 | -38,097 | -3.32% | Q3 2026 | Oct 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 890,633 | 53,198 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 865,066 | 51,670 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Gradient Investments LLC | History | Reduced | 713,305 | 42,448 | 0.61% | 0.6% | 16 | -20,671 | -2.82% | Q3 2026 | Oct 08, 2026 |
| &PARTNERS | History | No change | 714,646 | 41,923 | 0.17% | 0.17% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, LLC | History | No change | 659,483 | 39,390 | 3.01% | 3.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCP Asset Management, LLC | History | Added to | 649,525 | 38,672 | 4.37% | 4.26% | 19 | +19,765 | 3.14% | Q3 2026 | Oct 14, 2026 |
| Hansen & Associates Financial Group, Inc. | History | No change | 639,953 | 38,269 | 21.93% | 21.93% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 628,737 | 37,554 | 21.96% | 21.96% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 591,007 | 35,300 | 8.72% | 8.72% | 22 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 590,592 | 35,276 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accurate Wealth Management, LLC | History | No change | 575,587 | 34,425 | 3.28% | 3.28% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kirkwood Financial Services | History | No change | 436,651 | 26,069 | 7.45% | 7.45% | 25 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| HBK Sorce Advisory LLC | History | No change | 431,875 | 25,808 | 0.49% | 0.49% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 427,797 | 25,552 | 0.31% | 0.31% | 27 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Janney Montgomery Scott LLC | History | No change | 426,368 | 25,467 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 417,488 | 24,936 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 412,661 | 24,648 | 0.45% | 0.45% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Western Wealth Management, LLC | History | No change | 409,290 | 24,446 | 0.8% | 0.8% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 390,516 | 23,325 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 386,777 | 23,102 | 3.59% | 3.59% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 383,115 | 22,883 | 0.23% | 0.23% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mainsail Financial Group, LLC | History | No change | 380,580 | 22,732 | 7.72% | 7.72% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 365,601 | 21,837 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 358,609 | 21,419 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 355,145 | 21,212 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Second Line Capital, LLC | History | No change | 351,126 | 21,044 | 3.92% | 3.92% | 39 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Balboa Wealth Partners | History | No change | 330,361 | 19,732 | 2.69% | 2.69% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 322,082 | 19,167 | 0.52% | 0.55% | 41 | -5,162 | -1.58% | Q3 2026 | Oct 05, 2026 |
| Prospera Financial Services Inc | History | No change | 309,875 | 18,511 | 0.27% | 0.27% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 299,101 | 17,865 | 2.04% | 2.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 291,444 | 17,407 | 2.23% | 2.23% | 44 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 290,878 | 17,339 | 0.03% | 0.03% | 45 | -1,580 | -0.54% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 284,367 | 16,985 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 281,951 | 16,840 | 0.23% | 0.23% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 280,383 | 16,685 | 5.73% | 7.51% | 48 | -132,004 | -32.01% | Q3 2026 | Oct 08, 2026 |
| WESBANCO BANK INC | History | No change | 270,711 | 16,169 | 0.4% | 0.4% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 270,408 | 16,151 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Altium Investment Strategies LLC | History | No change | 269,789 | 16,136 | 23.24% | 23.24% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 269,758 | 16,112 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 268,324 | 16,026 | 0.17% | 0.17% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 259,078 | 15,474 | 0.59% | 0.59% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 258,930 | 15,427 | 1.77% | 2.21% | 55 | -51,135 | -16.49% | Q3 2026 | Oct 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 256,025 | 15,292 | 0.31% | 0.31% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | No change | 249,197 | 14,904 | 0.83% | 0.83% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Petix & Botte Co | History | No change | 244,081 | 14,578 | 2.93% | 2.93% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 238,310 | 14,181 | 0.92% | 0.95% | 59 | +1,087 | 0.46% | Q3 2026 | Oct 08, 2026 |
| Ellsworth Advisors, LLC | History | No change | 235,692 | 14,099 | 2.32% | 2.32% | 60 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 229,593 | 13,713 | 2.25% | 2.25% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 218,227 | 13,034 | 5.11% | 5.11% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 216,011 | 12,902 | 0.8% | 0.8% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITIGROUP INC | History | No change | 214,171 | 12,792 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stablepoint Partners, LLC | History | No change | 213,638 | 12,760 | 1.77% | 1.77% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GDS Wealth Management | History | No change | 209,884 | 12,536 | 0.6% | 0.6% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 195,302 | 11,665 | 5.88% | 5.88% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 191,094 | 11,414 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 184,253 | 11,005 | 0.66% | 0.66% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 183,912 | 10,985 | 3.61% | 3.61% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 177,716 | 10,614 | 0.68% | 0.68% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 176,485 | 10,541 | 0.22% | 0.22% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 170,876 | 10,206 | 6.87% | 6.87% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| McGuire Investment Group, LLC | History | No change | 169,529 | 10,125 | 0.89% | 0.89% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cassia Capital Partners, LLC | History | No change | 164,178 | 9,807 | 4.75% | 4.75% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 163,250 | 9,750 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | No change | 163,016 | 9,736 | 1.51% | 1.51% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transcendent Capital Group LLC | History | No change | 161,981 | 9,675 | 3.76% | 3.76% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 153,490 | 9,167 | 0.1% | 0.1% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 149,403 | 8,923 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Advisors Network LLC | History | No change | 148,987 | 8,899 | 0.41% | 0.41% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 146,635 | 8,758 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cedrus Wealth Group LLC | History | No change | 144,864 | 8,652 | 7.56% | 7.56% | 83 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TKG Advisors, LLC | History | No change | 144,261 | 8,616 | 2.99% | 2.99% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 140,047 | 8,365 | 0.33% | 0.33% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 133,218 | 7,927 | 2.0% | 1.92% | 86 | +1,910 | 1.45% | Q3 2026 | Oct 13, 2026 |
| Virtus Wealth Solutions LLC | History | No change | 130,357 | 7,786 | 1.06% | 1.06% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 129,629 | 7,743 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 129,422 | 7,730 | 1.24% | 1.24% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 128,899 | 7,699 | 1.74% | 1.74% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 122,786 | 7,334 | 0.26% | 0.26% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kovack Advisors, Inc. | History | No change | 122,751 | 7,332 | 0.35% | 0.35% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | No change | 119,626 | 7,145 | 0.24% | 0.24% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 118,838 | 7,098 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 116,829 | 6,978 | 0.13% | 0.13% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 116,025 | 6,930 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 115,295 | 6,886 | 0.34% | 0.34% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | Reduced | 114,075 | 6,788 | 1.18% | 1.47% | 98 | -21,447 | -15.83% | Q3 2026 | Oct 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 109,334 | 6,530 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 109,084 | 6,515 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 107,631 | 6,428 | 0.35% | 0.35% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fairway Financial, LLC | History | No change | 106,271 | 6,347 | 4.34% | 4.34% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 105,066 | 6,275 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Capital Management LLC | History | No change | 102,913 | 6,146 | 0.5% | 0.5% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 101,801 | 6,080 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kinloch Capital, LLC | History | No change | 99,752 | 5,958 | 2.18% | 2.18% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 99,720 | 5,956 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 99,398 | 5,937 | 0.66% | 0.66% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RiverTree Advisors, LLC | History | Added to | 99,012 | 5,892 | 3.51% | 2.82% | 109 | +19,067 | 23.85% | Q3 2026 | Oct 13, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 98,502 | 5,883 | 1.31% | 1.31% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nilsine Partners, LLC | History | No change | 98,164 | 5,863 | 0.41% | 0.41% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| G&S Capital LLC | History | No change | 97,797 | 5,841 | 1.69% | 1.69% | 112 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 96,614 | 5,749 | 1.62% | 1.07% | 113 | +33,851 | 53.93% | Q3 2026 | Oct 09, 2026 |
| 1776 Wealth LLC | History | No change | 95,972 | 5,732 | 2.02% | 2.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 95,388 | 5,697 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Capasso Planning Partners LLC | History | No change | 95,237 | 5,688 | 2.84% | 2.84% | 116 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| EdgeRock Capital LLC | History | No change | 94,414 | 5,639 | 1.28% | 1.28% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 92,287 | 5,512 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 92,279 | 5,511 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | No change | 92,195 | 5,506 | 0.38% | 0.38% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 89,073 | 5,320 | 5.0% | 5.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 88,878 | 5,308 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arkadios Wealth Advisors | History | No change | 88,120 | 5,263 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 87,256 | 5,211 | 2.4% | 2.4% | 124 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SageGuard Financial Group, LLC | History | No change | 86,366 | 5,158 | 0.72% | 0.72% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OPINICUS CAPITAL, INC. | History | No change | 84,963 | 5,074 | 2.72% | 2.72% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 81,187 | 4,849 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 81,171 | 4,848 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | No change | 79,617 | 4,755 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 75,395 | 4,503 | 0.14% | 0.14% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 74,885 | 4,472 | 0.6% | 0.6% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 74,577 | 4,455 | 0.11% | 0.11% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 74,350 | 4,440 | 0.65% | 0.65% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 73,868 | 4,395 | 0.03% | 0.03% | 134 | +14,659 | 24.76% | Q3 2026 | Oct 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 73,716 | 4,386 | 0.08% | 0.06% | 135 | +20,824 | 39.37% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 73,054 | 4,378 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 71,336 | 4,261 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | No change | 70,930 | 4,249 | 0.17% | 0.17% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 70,411 | 4,206 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 70,374 | 4,203 | 0.34% | 0.34% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 69,589 | 4,156 | 0.08% | 0.08% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wagner Wealth Management, LLC | History | No change | 68,508 | 4,091 | 0.76% | 0.76% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 66,452 | 3,954 | 1.39% | 1.33% | 143 | +1,991 | 3.09% | Q3 2026 | Oct 13, 2026 |
| Centerpoint Advisory Group | History | No change | 65,281 | 3,899 | 2.47% | 2.47% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blueprint Investment Partners LLC | History | No change | 64,340 | 3,843 | 0.32% | 0.32% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aprio Wealth Management, LLC | History | No change | 62,445 | 3,729 | 0.18% | 0.18% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 62,244 | 3,717 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | No change | 61,933 | 3,699 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MGO ONE SEVEN LLC | History | No change | 61,706 | 3,685 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Triad Wealth Partners, LLC | History | No change | 60,606 | 3,620 | 0.21% | 0.21% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 59,589 | 3,559 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Family Capital Management, Inc. | History | No change | 58,738 | 3,508 | 1.36% | 1.36% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | No change | 57,967 | 3,462 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 57,917 | 3,459 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stone Wealth Partners | History | No change | 57,850 | 3,455 | 2.53% | 2.53% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 57,066 | 3,408 | 0.2% | 0.2% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 56,683 | 3,397 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 56,552 | 3,377 | 0.12% | 0.12% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 56,276 | 3,361 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RFG Advisory, LLC | History | No change | 55,939 | 3,341 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 55,055 | 3,299 | 0.29% | 0.29% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 54,969 | 3,283 | 1.35% | 1.35% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 54,804 | 3,273 | 0.1% | 0.1% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 54,632 | 3,263 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Synergy Asset Management, LLC | History | No change | 54,574 | 3,259 | 0.31% | 0.31% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 53,572 | 3,191 | 0.6% | 0.59% | 166 | +3,279 | 6.52% | Q3 2026 | Oct 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 52,039 | 3,108 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 50,793 | 3,033 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 49,154 | 2,935 | 0.19% | 0.19% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 47,208 | 2,819 | 0.26% | 0.26% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Wealth Partners, LLC | History | No change | 47,165 | 2,817 | 0.4% | 0.4% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 46,945 | 2,804 | 0.81% | 0.81% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 46,654 | 2,786 | 0.11% | 0.11% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 44,491 | 2,657 | 0.42% | 0.42% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 43,813 | 2,616 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 42,943 | 2,555 | 0.1% | 0.12% | 176 | +4,862 | 12.77% | Q3 2026 | Oct 13, 2026 |
| NWF Advisory Services Inc. | History | No change | 42,339 | 2,528 | 0.24% | 0.24% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WILLNER & HELLER, LLC | History | No change | 40,632 | 2,426 | 1.52% | 1.52% | 178 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 40,283 | 2,406 | 0.29% | 0.29% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 39,943 | 2,385 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 38,094 | 2,275 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 37,455 | 2,238 | 0.67% | 0.67% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Wealth Services, LLC | History | No change | 37,436 | 2,236 | 0.42% | 0.42% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 36,365 | 2,172 | 0.74% | 0.74% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 35,834 | 2,140 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 35,298 | 2,108 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Purus Wealth Management, LLC | History | No change | 35,114 | 2,097 | 0.58% | 0.58% | 187 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 34,481 | 2,059 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 34,023 | 2,032 | 0.4% | 0.4% | 189 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Advisors Inc. | History | No change | 33,827 | 2,020 | 0.35% | 0.35% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 360 Financial, Inc. | History | No change | 32,890 | 1,964 | 0.5% | 0.5% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maridea Wealth Management LLC | History | No change | 32,764 | 1,956 | 0.21% | 0.21% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 32,572 | 1,951 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Core Wealth Partners LLC | History | No change | 31,888 | 1,904 | 0.81% | 0.81% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 31,753 | 1,896 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 31,504 | 1,881 | 0.33% | 0.33% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 31,338 | 1,864 | 0.09% | 0.1% | 197 | -1,837 | -5.54% | Q3 2026 | Oct 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 28,415 | 1,697 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | No change | 28,369 | 1,694 | 0.25% | 0.25% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 28,301 | 1,690 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 27,856 | 1,666 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 27,539 | 1,645 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 26,701 | 1,594 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 26,546 | 1,585 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 26,570 | 1,581 | 1.33% | 1.37% | 205 | -279 | -1.04% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 26,183 | 1,563 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Clear Point Advisors Inc. | History | No change | 26,074 | 1,557 | 1.38% | 1.38% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 26,054 | 1,556 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 25,883 | 1,545 | 0.56% | 0.56% | 209 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WELCH & FORBES LLC | History | No change | 25,841 | 1,543 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DAGCO, INC. | History | No change | 25,759 | 1,538 | 0.28% | 0.28% | 211 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 25,000 | 1,493 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paladin Wealth, LLC | History | No change | 24,856 | 1,484 | 0.86% | 0.86% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Apollon Wealth Management, LLC | History | No change | 24,764 | 1,479 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 24,751 | 1,478 | 0.94% | 0.94% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brown Financial Advisors | History | No change | 23,620 | 1,410 | 0.49% | 0.49% | 216 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| ASSETMARK, INC | History | No change | 23,316 | 1,392 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | No change | 23,307 | 1,392 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group | History | No change | 23,281 | 1,390 | 0.08% | 0.08% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 23,217 | 1,386 | 0.1% | 0.1% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Scarborough Advisors, LLC | History | No change | 22,875 | 1,368 | 0.16% | 0.16% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Balefire, LLC | History | Reduced | 22,949 | 1,365 | 0.21% | 0.24% | 222 | -1,728 | -7.0% | Q3 2026 | Oct 09, 2026 |
| World Investment Advisors | History | No change | 22,271 | 1,332 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uncommon Cents Investing LLC | History | No change | 22,145 | 1,322 | 0.29% | 0.29% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 21,197 | 1,266 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 21,160 | 1,263 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 20,693 | 1,236 | 0.34% | 0.34% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 20,694 | 1,236 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | No change | 20,631 | 1,232 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | No change | 20,225 | 1,208 | 0.05% | 0.05% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 20,043 | 1,197 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IMG Wealth Management, Inc. | History | No change | 20,013 | 1,195 | 0.67% | 0.67% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 19,712 | 1,181 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KKM Financial LLC | History | No change | 19,434 | 1,160 | 0.16% | 0.16% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | No change | 18,634 | 1,112 | 1.0% | 1.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 18,627 | 1,108 | 0.73% | 1.16% | 236 | -10,354 | -35.73% | Q3 2026 | Oct 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 18,430 | 1,103 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| White Wing Wealth Management | History | No change | 18,070 | 1,079 | 0.56% | 0.56% | 238 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 17,991 | 1,074 | 0.28% | 0.28% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MTM Investment Management, LLC | History | No change | 17,910 | 1,069 | 0.31% | 0.31% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 17,403 | 1,039 | 0.07% | 0.07% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,968 | 1,013 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 16,600 | 991 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 16,195 | 967 | 0.33% | 0.33% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealth Watch Advisors, INC | History | No change | 16,098 | 961 | 0.31% | 0.31% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 16,042 | 954 | 0.03% | 0.03% | 247 | -1,043 | -6.1% | Q3 2026 | Oct 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 15,988 | 954 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GeoWealth Management, LLC | History | No change | 15,904 | 949 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 15,746 | 940 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 15,685 | 936 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Park Square Financial Group, LLC | History | No change | 14,685 | 877 | 7.92% | 7.92% | 251 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 14,438 | 862 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Financial Group Corp | History | No change | 14,204 | 848 | 0.61% | 0.61% | 253 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Refined Wealth Management | History | No change | 14,209 | 845 | 0.47% | 0.51% | 254 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 14,059 | 839 | 0.23% | 0.23% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 13,910 | 830 | 0.2% | 0.2% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Assets Advisory, LLC | History | No change | 13,881 | 829 | 0.18% | 0.18% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 13,678 | 816 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 13,580 | 811 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mattson Financial Services, LLC | History | No change | 13,454 | 805 | 0.17% | 0.17% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 13,440 | 802 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 13,343 | 796 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 13,207 | 788 | 0.1% | 0.1% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 13,148 | 785 | 0.46% | 0.46% | 264 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Coastwise Capital Group, LLC | History | No change | 13,098 | 782 | 0.45% | 0.45% | 265 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Front Row Advisors LLC | History | No change | 12,845 | 768 | 0.22% | 0.22% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 12,710 | 759 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 12,649 | 755 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 12,089 | 722 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madden Advisory Services, Inc. | History | No change | 12,010 | 717 | 0.26% | 0.26% | 270 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 11,742 | 701 | 0.12% | 0.12% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 11,267 | 673 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Luken Investment Analytics, LLC | History | No change | 11,252 | 672 | 0.23% | 0.23% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | No change | 11,168 | 667 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | No change | 10,886 | 650 | 0.1% | 0.1% | 275 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Midwest Financial Network, LLC | History | Added to | 10,879 | 647 | 0.44% | 0.43% | 276 | +216 | 2.03% | Q3 2026 | Oct 09, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | No change | 10,755 | 642 | 0.92% | 0.92% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Moors & Cabot, Inc. | History | No change | 10,512 | 627 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 10,389 | 620 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 9,887 | 591 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,890 | 588 | 0.04% | 0.03% | 281 | +1,600 | 19.3% | Q3 2026 | Oct 08, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 9,814 | 586 | 0.18% | 0.18% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sage Capital Advisors,llc | History | Added to | 9,752 | 580 | 0.12% | 0.12% | 283 | +99 | 1.03% | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 9,690 | 578 | 0.05% | 0.05% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,628 | 575 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 9,573 | 571 | 0.43% | 0.43% | 286 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 9,402 | 561 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 9,402 | 559 | 0.02% | 0.03% | 288 | -1,430 | -13.2% | Q3 2026 | Oct 13, 2026 |
| WASHINGTON TRUST BANK | History | No change | 9,320 | 556 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SLT Holdings LLC | History | No change | 9,293 | 555 | 0.35% | 0.35% | 290 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Objective Capital Management, LLC | History | Added to | 9,251 | 550 | 0.49% | 0.49% | 291 | +42 | 0.46% | Q3 2026 | Oct 13, 2026 |
| Advisory Services Network, LLC | History | No change | 9,119 | 544 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NICOLET BANKSHARES INC | History | No change | 9,037 | 540 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 9,025 | 539 | 0.19% | 0.19% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | No change | 8,922 | 532 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 8,872 | 529 | 0.1% | 0.1% | 296 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,716 | 520 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 8,628 | 515 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vines Capital Management, LLC | History | No change | 8,596 | 513 | 0.42% | 0.42% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aries Wealth Management | History | No change | 8,500 | 507 | 0.1% | 0.1% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |