FIRST TRUST EXCHANGE-TRADED FUND - FVD
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 | Reduced | 17,493,310 | 842,827 | 0.04% | 0.05% | 1 | -654,401 | -3.61% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 15,986,208 | 770,215 | 0.17% | 0.21% | 2 | -830,766 | -4.94% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,272,946 | 254,050 | 0.02% | 0.02% | 3 | -19,569 | -0.37% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,135,074 | 247,407 | 0.04% | 0.05% | 4 | -210,713 | -3.94% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,066,739 | 244,115 | 0.07% | 0.07% | 5 | -96,193 | -1.86% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,182,055 | 153,311 | 0.02% | 0.03% | 6 | -105,938 | -3.22% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,178,839 | 153,156 | 0.04% | 0.04% | 7 | -93,604 | -2.86% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | Reduced | 3,062,609 | 147,556 | 0.02% | 0.02% | 8 | -314,997 | -9.33% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,214,926 | 106,715 | 0.09% | 0.09% | 9 | +44,991 | 2.07% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,012,367 | 96,965 | 0.11% | 0.13% | 10 | +153,266 | 8.24% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,886,816 | 90,906 | 0.08% | 0.1% | 11 | -97,100 | -4.89% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,883,025 | 90,724 | 0.11% | 0.13% | 12 | -151,915 | -7.47% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,562,931 | 75,302 | 0.07% | 0.08% | 13 | -3,564 | -0.23% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,278,255 | 61,586 | 0.07% | 0.08% | 14 | -3,502 | -0.27% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,161,237 | 55,948 | 0.13% | 0.15% | 15 | -44,912 | -3.72% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,043,639 | 50,543 | 0.0% | 0.0% | 16 | +230,994 | 28.42% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,026,523 | 49,457 | 0.23% | 0.16% | 17 | +318,762 | 45.04% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 889,586 | 42,860 | 0.06% | 0.06% | 18 | +59,092 | 7.12% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 842,919 | 40,611 | 0.13% | 0.15% | 19 | -22,538 | -2.6% | Q2 2026 | Jul 28, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 761,405 | 38,001 | 3.67% | 4.15% | 20 | -2,218 | -0.29% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 658,000 | 31,702 | 0.02% | 0.01% | 21 | +433,400 | 192.97% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 643,171 | 31,219 | 0.01% | 0.01% | 22 | +47,106 | 7.9% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 597,550 | 28,797 | 0.42% | 0.47% | 23 | -18,956 | -3.07% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 584,925 | 28,181 | 0.08% | 0.1% | 24 | +11,166 | 1.95% | Q2 2026 | Aug 12, 2026 |
| Intellus Advisors LLC | History | Added to | 560,870 | 27,022 | 3.28% | 3.55% | 25 | +7,885 | 1.43% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 548,951 | 26,453 | 0.24% | 0.26% | 26 | -5,452 | -0.98% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 527,597 | 25,419 | 0.04% | 0.04% | 27 | -9,591 | -1.79% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 519,462 | 25,028 | 0.05% | 0.06% | 28 | -27,247 | -4.98% | Q2 2026 | Aug 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 507,145 | 24,434 | 0.68% | 0.71% | 29 | +12,883 | 2.61% | Q2 2026 | Jul 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 500,831 | 24,130 | 0.13% | 0.14% | 30 | -766 | -0.15% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 499,073 | 24,045 | 0.05% | 0.06% | 31 | +51,515 | 11.51% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 460,586 | 22,191 | 0.3% | 0.36% | 32 | -34,569 | -6.98% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 455,784 | 21,959 | 0.01% | 0.01% | 33 | +2,189 | 0.48% | Q2 2026 | Aug 03, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 420,701 | 20,269 | 1.84% | 1.94% | 34 | +6,270 | 1.51% | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | Added to | 405,748 | 19,548 | 0.68% | 0.01% | 35 | +405,648 | 405648.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 394,085 | 18,987 | 0.11% | 0.12% | 36 | -4,287 | -1.08% | Q2 2026 | Aug 17, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | New | 374,997 | 18,067 | 2.38% | — | 37 | +374,997 | New | Q2 2026 | Aug 14, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 372,837 | 17,963 | 8.17% | 9.15% | 38 | -17,555 | -4.5% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 371,348 | 17,891 | 0.01% | 0.01% | 39 | -10,625 | -2.78% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 367,222 | 17,692 | 0.15% | 0.19% | 40 | +1,761 | 0.48% | Q2 2026 | Jul 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 361,076 | 17,396 | 1.59% | 2.48% | 41 | -122,063 | -25.26% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 329,901 | 15,894 | 0.16% | 0.17% | 42 | +18,252 | 5.86% | Q2 2026 | Aug 11, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 319,921 | 15,413 | 3.74% | 4.01% | 43 | +12,607 | 4.1% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 309,125 | 14,893 | 0.08% | 0.07% | 44 | +15,741 | 5.37% | Q2 2026 | Aug 13, 2026 |
| Petix & Botte Co | History | Reduced | 285,990 | 13,779 | 2.77% | 3.4% | 45 | -38,777 | -11.94% | Q2 2026 | Aug 04, 2026 |
| COMMERCE BANK | History | No change | 285,016 | 13,732 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 283,448 | 13,656 | 0.0% | 0.0% | 47 | +171,155 | 152.42% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 282,502 | 13,610 | 0.16% | 0.23% | 48 | +2,561 | 0.91% | Q2 2026 | Aug 13, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 278,240 | 13,405 | 2.3% | 3.29% | 49 | -77,902 | -21.87% | Q2 2026 | Jul 06, 2026 |
| US BANCORP \DE\ | History | Added to | 268,513 | 12,939 | 0.01% | 0.01% | 50 | +13,309 | 5.22% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 264,359 | 12,736 | 0.01% | 0.01% | 51 | -43,745 | -14.2% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 245,016 | 11,804 | 0.07% | 0.09% | 52 | -26,300 | -9.69% | Q2 2026 | Jul 20, 2026 |
| Claris Financial LLC | History | No change | 250,591 | 11,785 | 6.45% | 6.45% | 53 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 243,569 | 11,732 | 0.06% | 0.07% | 54 | -602 | -0.25% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Reduced | 242,438 | 11,664 | 0.05% | 0.06% | 55 | -14,701 | -5.72% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 230,627 | 11,111 | 0.05% | 0.05% | 56 | +14,208 | 6.57% | Q2 2026 | Aug 18, 2026 |
| Concentrum Wealth Management | History | Added to | 224,937 | 10,837 | 2.59% | 2.92% | 57 | +14,497 | 6.89% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 223,746 | 10,780 | 0.0% | 0.0% | 58 | -156,177 | -41.11% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 222,821 | 10,735 | 0.41% | 0.48% | 59 | -6,690 | -2.91% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 223,522 | 10,512 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 207,292 | 9,987 | 1.6% | 1.84% | 61 | -635 | -0.31% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 205,971 | 9,923 | 0.11% | 0.18% | 62 | -105,074 | -33.78% | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 204,631 | 9,859 | 0.59% | 0.83% | 63 | -248,145 | -54.81% | Q2 2026 | Aug 04, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 201,229 | 9,695 | 1.91% | 2.38% | 64 | -23,123 | -10.31% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Reduced | 186,164 | 8,969 | 0.02% | 0.02% | 65 | -43,558 | -18.96% | Q2 2026 | Jul 30, 2026 |
| Center for Wealth Management Advisory | History | Added to | 183,653 | 8,848 | 5.55% | 5.89% | 66 | +9,787 | 5.63% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 179,818 | 8,809 | 0.01% | 0.03% | 67 | -83,767 | -31.78% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 178,257 | 8,588 | 0.16% | 0.19% | 68 | -19,906 | -10.05% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 176,245 | 8,491 | 0.04% | 0.05% | 69 | -15,549 | -8.11% | Q2 2026 | Aug 13, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 173,960 | 8,381 | 3.3% | 3.54% | 70 | +781 | 0.45% | Q2 2026 | Jul 30, 2026 |
| Plus Group Wealth Advisors LLC | History | Reduced | 173,524 | 8,360 | 7.86% | 9.3% | 71 | -6,184 | -3.44% | Q2 2026 | Jul 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 171,634 | 8,269 | 0.87% | 1.18% | 72 | -32,530 | -15.93% | Q2 2026 | Jul 28, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 169,228 | 8,153 | 3.09% | 3.68% | 73 | -8,934 | -5.01% | Q2 2026 | Jul 30, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 160,466 | 7,731 | 0.35% | 0.4% | 74 | -2,358 | -1.45% | Q2 2026 | Aug 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 158,257 | 7,624 | 0.08% | 0.09% | 75 | +1,447 | 0.92% | Q2 2026 | Aug 03, 2026 |
| Crumly & Associates Inc. | History | Reduced | 157,145 | 7,571 | 1.45% | 1.57% | 76 | -1,755 | -1.1% | Q2 2026 | Jul 08, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 147,084 | 7,086 | 2.45% | 2.77% | 77 | +1,078 | 0.74% | Q2 2026 | Jul 09, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 146,592 | 7,062 | 1.98% | 2.18% | 78 | +12,052 | 8.96% | Q2 2026 | Jul 24, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 145,624 | 7,016 | 1.63% | 1.79% | 79 | +468 | 0.32% | Q2 2026 | Aug 14, 2026 |
| Holistic Financial Partners | History | Reduced | 144,711 | 6,972 | 4.26% | 4.08% | 80 | -88,626 | -37.98% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 143,471 | 6,912 | 0.13% | 0.13% | 81 | +12,048 | 9.17% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 138,564 | 6,676 | 0.04% | 0.04% | 82 | +30,851 | 28.64% | Q2 2026 | Sep 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 136,225 | 6,563 | 0.05% | 0.05% | 83 | +29,736 | 27.92% | Q2 2026 | Jul 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 133,757 | 6,444 | 0.53% | 0.62% | 84 | +9,722 | 7.84% | Q2 2026 | Jul 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 133,727 | 6,442 | 0.25% | 0.29% | 85 | -1,773 | -1.31% | Q2 2026 | Jul 24, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 130,609 | 6,327 | 0.3% | 0.33% | 86 | -122 | -0.09% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 130,659 | 6,295 | 0.1% | 0.16% | 87 | -51,466 | -28.26% | Q2 2026 | Jul 15, 2026 |
| 1776 Wealth LLC | History | Reduced | 129,159 | 6,222 | 2.19% | 2.5% | 88 | -5,856 | -4.34% | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 124,147 | 5,981 | 0.13% | 0.14% | 89 | -3,131 | -2.46% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 120,338 | 5,797 | 0.02% | 0.02% | 90 | -3,269 | -2.64% | Q2 2026 | Aug 11, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 118,118 | 5,690 | 0.37% | 0.45% | 91 | -6,212 | -5.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 116,875 | 5,631 | 0.09% | 0.17% | 92 | -108,078 | -48.04% | Q2 2026 | Aug 10, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 114,938 | 5,537 | 2.28% | 2.51% | 93 | -1,981 | -1.69% | Q2 2026 | Jul 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 112,331 | 5,412 | 0.1% | 0.1% | 94 | -1,680 | -1.47% | Q2 2026 | Jul 09, 2026 |
| Independent Advisor Alliance | History | Reduced | 109,952 | 5,297 | 0.12% | 0.13% | 95 | -141,825 | -56.33% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 107,545 | 5,181 | 0.96% | 1.05% | 96 | -2,963 | -2.68% | Q2 2026 | Jul 24, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 107,361 | 5,172 | 4.14% | 4.32% | 97 | +3,609 | 3.48% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | Reduced | 106,906 | 5,150 | 0.13% | 0.16% | 98 | -17,302 | -13.93% | Q2 2026 | Aug 07, 2026 |
| Harvest Investment Services, LLC | History | Added to | 106,190 | 5,116 | 0.79% | 0.88% | 99 | +4,008 | 3.92% | Q2 2026 | Aug 14, 2026 |
| 1ST SOURCE BANK | History | Reduced | 103,232 | 4,973 | 0.23% | 0.35% | 100 | -39,674 | -27.76% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 103,231 | 4,973 | 0.12% | 0.13% | 101 | +2,092 | 2.07% | Q2 2026 | Aug 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 102,256 | 4,926 | 1.56% | 1.82% | 102 | -5,697 | -5.28% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | Reduced | 101,870 | 4,908 | 0.16% | 0.19% | 103 | -6,314 | -5.84% | Q2 2026 | Aug 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 101,612 | 4,895 | 1.38% | 1.51% | 104 | -989 | -0.96% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 95,609 | 4,606 | 0.12% | 0.23% | 105 | -58,160 | -37.82% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 95,488 | 4,600 | 0.0% | 0.0% | 106 | -2,618 | -2.67% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 90,786 | 4,374 | 0.07% | — | 107 | +90,786 | New | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 90,746 | 4,372 | 0.02% | 0.03% | 108 | -13,040 | -12.56% | Q2 2026 | Aug 03, 2026 |
| FLAGSTAR SECURITIES, INC | History | Reduced | 89,855 | 4,329 | 1.31% | 1.53% | 109 | -174 | -0.19% | Q2 2026 | Jul 15, 2026 |
| Southland Equity Partners LLC | History | Added to | 89,772 | 4,325 | 0.76% | 0.82% | 110 | +304 | 0.34% | Q2 2026 | Jul 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 88,282 | 4,279 | 0.26% | 0.3% | 111 | -2,396 | -2.64% | Q2 2026 | Jul 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 88,232 | 4,251 | 0.26% | 0.35% | 112 | -14,155 | -13.82% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 86,242 | 4,251 | 0.09% | 0.09% | 113 | -1,214 | -1.39% | Q2 2026 | Jul 29, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 87,305 | 4,206 | 0.58% | 0.61% | 114 | -647 | -0.74% | Q2 2026 | Jul 09, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 86,897 | 4,186 | 1.28% | 1.35% | 115 | +855 | 0.99% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | Added to | 86,704 | 4,177 | 0.0% | 0.0% | 116 | +4,466 | 5.43% | Q2 2026 | Aug 13, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 88,281 | 4,151 | 1.43% | 1.43% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 85,454 | 4,117 | 0.01% | 0.01% | 118 | -3,407 | -3.83% | Q2 2026 | Aug 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 85,025 | 4,096 | 0.33% | 0.34% | 119 | +4,607 | 5.73% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 84,484 | 4,070 | 0.08% | 0.07% | 120 | +48,132 | 132.41% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 84,343 | 4,063 | 0.63% | 0.7% | 121 | +788 | 0.94% | Q2 2026 | Aug 17, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 82,720 | 4,046 | 0.85% | 0.95% | 122 | -10,282 | -11.06% | Q2 2026 | Jul 09, 2026 |
| Family Capital Management, Inc. | History | Reduced | 83,760 | 4,035 | 1.56% | 1.75% | 123 | -24 | -0.03% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 83,362 | 4,016 | 0.17% | 0.2% | 124 | -3,268 | -3.77% | Q2 2026 | Jul 22, 2026 |
| Composition Wealth, LLC | History | Reduced | 83,125 | 4,004 | 0.05% | 0.05% | 125 | -1,741 | -2.05% | Q2 2026 | Jul 22, 2026 |
| IFS Group,LLC | History | Added to | 81,839 | 3,942 | 5.41% | 3.41% | 126 | +368 | 0.45% | Q2 2026 | Jul 23, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 81,299 | 3,916 | 0.04% | 0.05% | 127 | -1,311 | -1.59% | Q2 2026 | Aug 06, 2026 |
| Goldstein Advisors, LLC | History | Added to | 80,890 | 3,897 | 0.36% | 0.42% | 128 | +647 | 0.81% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | Added to | 80,653 | 3,885 | 0.31% | 0.35% | 129 | +2,416 | 3.09% | Q2 2026 | Aug 06, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 79,802 | 3,844 | 1.88% | 1.93% | 130 | -67 | -0.08% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 76,890 | 3,704 | 0.03% | 0.04% | 131 | -15,844 | -17.09% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 76,277 | 3,675 | 0.04% | 0.04% | 132 | +8,277 | 12.17% | Q2 2026 | Aug 18, 2026 |
| KPP Advisory Services LLC | History | Added to | 76,225 | 3,672 | 0.46% | 0.51% | 133 | +2,140 | 2.89% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | Added to | 76,036 | 3,663 | 0.02% | 0.07% | 134 | +24,685 | 48.07% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Reduced | 75,933 | 3,658 | 0.04% | 0.05% | 135 | -13,944 | -15.51% | Q2 2026 | Jul 28, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 75,439 | 3,634 | 2.19% | 2.5% | 136 | -49 | -0.06% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 74,215 | 3,575 | 0.01% | 0.01% | 137 | -9,692 | -11.55% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 73,568 | 3,544 | 0.0% | 0.01% | 138 | -33,315 | -31.17% | Q2 2026 | Aug 19, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 73,274 | 3,530 | 2.63% | 2.84% | 139 | -846 | -1.14% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 72,332 | 3,484 | 0.06% | 0.12% | 140 | -4,911 | -6.36% | Q2 2026 | Jul 21, 2026 |
| Advisory Alpha, LLC | History | Reduced | 72,040 | 3,470 | 0.09% | 0.11% | 141 | -14,425 | -16.68% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 71,568 | 3,448 | 0.02% | 0.02% | 142 | -849 | -1.17% | Q2 2026 | Sep 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 71,345 | 3,437 | 0.99% | 1.16% | 143 | -3,001 | -4.04% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 71,225 | 3,431 | 0.06% | 0.08% | 144 | -2,908 | -3.92% | Q2 2026 | Jul 15, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 70,427 | 3,393 | 0.69% | 0.77% | 145 | +1,958 | 2.86% | Q2 2026 | Jul 17, 2026 |
| Next Level Private LLC | History | Reduced | 70,316 | 3,387 | 0.66% | 0.77% | 146 | -2,524 | -3.47% | Q2 2026 | Jul 09, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 69,542 | 3,350 | 2.15% | 2.43% | 147 | -3,070 | -4.23% | Q2 2026 | Jul 27, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 69,379 | 3,342 | 1.26% | 1.42% | 148 | +3,560 | 5.41% | Q2 2026 | Jul 30, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 69,259 | 3,336 | 0.04% | 0.04% | 149 | -1,530 | -2.16% | Q2 2026 | Jul 29, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 67,315 | 3,243 | 2.68% | 2.64% | 150 | +1,948 | 2.98% | Q2 2026 | Jul 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 66,737 | 3,215 | 0.06% | 0.07% | 152 | -1,324 | -1.95% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 66,737 | 3,215 | 0.03% | 0.04% | 151 | -1,322 | -1.94% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 66,634 | 3,210 | 0.05% | 0.06% | 153 | +715 | 1.08% | Q2 2026 | Aug 10, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 66,156 | 3,187 | 0.11% | 0.13% | 154 | -841 | -1.26% | Q2 2026 | Aug 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 65,535 | 3,157 | 0.2% | 0.25% | 155 | -1,508 | -2.25% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Reduced | 65,953 | 3,106 | 0.05% | 0.05% | 156 | -2,494 | -3.64% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 63,732 | 3,070 | 0.84% | 0.75% | 157 | +731 | 1.16% | Q2 2026 | Aug 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 63,204 | 3,045 | 0.09% | 0.1% | 158 | -609 | -0.95% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 62,274 | 3,000 | 0.14% | 0.18% | 159 | -8,814 | -12.4% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 60,444 | 2,912 | 0.05% | 0.08% | 160 | -18,962 | -23.88% | Q2 2026 | Jul 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 60,333 | 2,907 | 0.02% | 0.02% | 161 | -4,417 | -6.82% | Q2 2026 | Jul 20, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 59,066 | 2,845 | 0.86% | 0.94% | 162 | +1,712 | 2.98% | Q2 2026 | Jul 16, 2026 |
| Virtu Financial LLC | History | Reduced | 58,179 | 2,803 | 0.09% | 0.22% | 163 | -52,444 | -47.41% | Q2 2026 | Aug 13, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 56,935 | 2,743 | 0.4% | 0.49% | 164 | -257 | -0.45% | Q2 2026 | Jul 31, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 56,085 | 2,702 | 2.08% | 2.25% | 165 | -1,426 | -2.48% | Q2 2026 | Aug 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 55,922 | 2,694 | 1.12% | 1.27% | 166 | -544 | -0.96% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 55,037 | 2,650 | 0.27% | — | 167 | +55,037 | New | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 54,604 | 2,630 | 0.0% | 0.0% | 168 | -23,953 | -30.49% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 53,468 | 2,576 | 0.1% | 0.12% | 169 | -4,898 | -8.39% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 51,882 | 2,499 | 0.05% | 0.06% | 170 | +548 | 1.07% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 51,496 | 2,481 | 0.06% | 0.07% | 171 | -1,957 | -3.66% | Q2 2026 | Jul 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 49,774 | 2,398 | 0.04% | — | 173 | +49,774 | New | Q2 2026 | Jul 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 49,778 | 2,398 | 0.17% | 0.22% | 172 | -8,900 | -15.17% | Q2 2026 | Jul 07, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 49,763 | 2,397 | 0.69% | 0.77% | 174 | +1,524 | 3.16% | Q2 2026 | Jul 09, 2026 |
| Westside Investment Management, Inc. | History | Added to | 49,125 | 2,366 | 0.31% | 0.34% | 175 | +2,382 | 5.1% | Q2 2026 | Jul 27, 2026 |
| CLG LLC | History | Reduced | 48,826 | 2,352 | 0.52% | 0.63% | 176 | -5,538 | -10.19% | Q2 2026 | Jul 16, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 47,879 | 2,307 | 0.09% | 0.11% | 177 | -24,602 | -33.94% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 47,803 | 2,303 | 0.95% | 1.08% | 178 | +179 | 0.38% | Q2 2026 | Aug 07, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 47,760 | 2,301 | 0.51% | 0.58% | 179 | -1,366 | -2.78% | Q2 2026 | Aug 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 47,210 | 2,274 | 0.09% | 0.09% | 180 | +2,337 | 5.21% | Q2 2026 | Jul 22, 2026 |
| FWG Holdings, LLC | History | Added to | 44,744 | 2,233 | 0.78% | 0.74% | 181 | +3,472 | 8.41% | Q2 2026 | Aug 13, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 46,217 | 2,226 | 1.25% | 1.18% | 182 | +4,168 | 9.91% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 45,245 | 2,179 | 0.0% | 0.0% | 183 | -15,142 | -25.07% | Q2 2026 | Aug 14, 2026 |
| Finward Bancorp | History | Reduced | 44,553 | 2,146 | 1.63% | 1.68% | 184 | -147 | -0.33% | Q2 2026 | Jul 16, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 44,397 | 2,139 | 1.46% | 2.0% | 185 | -9,049 | -16.93% | Q2 2026 | Jul 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 43,917 | 2,115 | 0.01% | 0.02% | 186 | -84,191 | -65.72% | Q2 2026 | Aug 07, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 43,558 | 2,098 | 0.66% | 1.18% | 187 | -13,816 | -24.08% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | Reduced | 43,410 | 2,091 | 0.0% | 0.0% | 188 | -4,570 | -9.52% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 42,477 | 2,046 | 0.11% | 0.1% | 189 | +6,741 | 18.86% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 42,029 | 2,024 | 0.05% | 0.06% | 190 | -3,377 | -7.44% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 41,172 | 1,983 | 0.24% | 0.28% | 191 | -621 | -1.49% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 41,057 | 1,978 | 0.01% | 0.02% | 192 | -19,573 | -32.28% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 40,898 | 1,970 | 0.01% | 0.01% | 193 | +1,683 | 4.29% | Q2 2026 | Aug 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 40,477 | 1,950 | 0.82% | 1.21% | 194 | +7,711 | 23.53% | Q2 2026 | Jul 17, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 40,174 | 1,935 | 0.86% | 0.99% | 195 | +269 | 0.67% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | Reduced | 40,142 | 1,934 | 0.01% | 0.01% | 196 | -899 | -2.19% | Q2 2026 | Aug 10, 2026 |
| Sun Financial Inc | History | Reduced | 38,124 | 1,927 | 0.91% | 0.91% | 197 | -357 | -0.93% | Q2 2026 | Aug 11, 2026 |
| Accel Wealth Management | History | Reduced | 39,960 | 1,925 | 0.43% | 0.5% | 198 | -625 | -1.54% | Q2 2026 | Jul 10, 2026 |
| Waterloo Capital, L.P. | History | Added to | 39,748 | 1,915 | 0.11% | 0.12% | 199 | +3,709 | 10.29% | Q2 2026 | Jul 29, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 39,748 | 1,915 | 0.65% | 0.76% | 200 | -1,768 | -4.26% | Q2 2026 | Jul 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 39,396 | 1,898 | 0.08% | 0.08% | 201 | +1,347 | 3.54% | Q2 2026 | Jul 27, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 38,802 | 1,869 | 0.63% | 0.68% | 202 | -65 | -0.17% | Q2 2026 | Jul 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 38,662 | 1,862 | 0.0% | 0.0% | 203 | -1,547 | -3.85% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 38,273 | 1,853 | 0.1% | 0.11% | 204 | +699 | 1.86% | Q2 2026 | Jul 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 38,867 | 1,827 | 0.68% | 0.68% | 205 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Apollon Financial, LLC | History | No change | 37,555 | 1,809 | 0.21% | 0.24% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 37,382 | 1,801 | 0.14% | 0.17% | 207 | -3,472 | -8.5% | Q2 2026 | Jul 28, 2026 |
| Advance Capital Management, Inc. | History | Added to | 36,924 | 1,778 | 0.06% | 0.06% | 208 | +2,415 | 7.0% | Q2 2026 | Aug 12, 2026 |
| Prism Advisors, Inc. | History | Reduced | 36,677 | 1,767 | 0.43% | 0.47% | 209 | -491 | -1.32% | Q2 2026 | Jul 24, 2026 |
| Keystone Financial Group | History | Added to | 36,369 | 1,752 | 0.1% | 0.11% | 210 | +1,917 | 5.56% | Q2 2026 | Jul 29, 2026 |
| ERn Financial, LLC | History | Reduced | 36,377 | 1,752 | 0.29% | 0.33% | 211 | -451 | -1.22% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 36,288 | 1,748 | 0.04% | 0.05% | 212 | -135 | -0.37% | Q2 2026 | Aug 03, 2026 |
| Moment Partners, LLC | History | Reduced | 36,068 | 1,737 | 0.31% | 0.81% | 213 | -60,919 | -62.81% | Q2 2026 | Jul 29, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 35,999 | 1,734 | 1.49% | 1.6% | 214 | +1,343 | 3.88% | Q2 2026 | Jul 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 35,692 | 1,719 | 0.02% | 0.03% | 215 | -1,600 | -4.29% | Q2 2026 | Aug 04, 2026 |
| Claro Advisors Inc. | History | Reduced | 35,543 | 1,712 | 0.18% | 0.22% | 216 | -4,150 | -10.46% | Q2 2026 | Jul 30, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 34,470 | 1,660 | 0.09% | 0.09% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 34,444 | 1,659 | 0.44% | 0.47% | 218 | +623 | 1.84% | Q2 2026 | Jul 15, 2026 |
| Intrua Financial, LLC | History | Reduced | 34,208 | 1,648 | 0.15% | 0.18% | 219 | -3,337 | -8.89% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | Added to | 33,475 | 1,612 | 0.05% | 0.05% | 220 | +1,926 | 6.1% | Q2 2026 | Jul 15, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 33,393 | 1,608 | 0.38% | 0.46% | 222 | -10,403 | -23.75% | Q2 2026 | Jul 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 33,378 | 1,608 | 0.0% | 0.0% | 221 | -949 | -2.76% | Q2 2026 | Aug 14, 2026 |
| Walker Asset Management, LLC | History | Reduced | 33,133 | 1,596 | 0.81% | 0.9% | 223 | -2,100 | -5.96% | Q2 2026 | Jul 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 32,630 | 1,572 | 0.02% | 0.02% | 224 | -2,216 | -6.36% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 32,635 | 1,572 | 0.04% | 0.05% | 225 | +86 | 0.26% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 32,582 | 1,569 | 0.0% | 0.0% | 226 | +4,993 | 18.1% | Q2 2026 | Aug 13, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 32,412 | 1,561 | 0.98% | 1.04% | 227 | +1,777 | 5.8% | Q2 2026 | Aug 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 31,899 | 1,536 | 0.22% | 0.31% | 228 | -13,272 | -29.38% | Q2 2026 | Aug 10, 2026 |
| Mission Financial Group, LLC | History | New | 31,666 | 1,525 | 1.27% | — | 230 | +31,666 | New | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 31,660 | 1,525 | 0.03% | 0.01% | 229 | +20,696 | 188.76% | Q2 2026 | Jul 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 29,705 | 1,515 | 0.11% | 0.12% | 231 | -871 | -2.85% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Reduced | 31,311 | 1,508 | 0.0% | 0.02% | 232 | -421,984 | -93.09% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 31,142 | 1,500 | 0.45% | 0.39% | 233 | -2,244 | -6.72% | Q2 2026 | Jul 27, 2026 |
| StoneX Group Inc. | History | Reduced | 31,068 | 1,497 | 0.06% | 0.11% | 234 | -13,481 | -30.26% | Q2 2026 | Aug 12, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 30,997 | 1,493 | 0.38% | 0.41% | 235 | +211 | 0.69% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 30,788 | 1,483 | 0.1% | 0.11% | 236 | -1,060 | -3.33% | Q2 2026 | Jul 21, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 30,719 | 1,480 | 0.25% | 0.31% | 237 | -2,817 | -8.4% | Q2 2026 | Jul 08, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 30,503 | 1,469 | 0.42% | 0.48% | 238 | -1,779 | -5.51% | Q2 2026 | Aug 13, 2026 |
| Sequent Planning LLC | History | Reduced | 30,501 | 1,469 | 0.31% | 0.36% | 239 | -1,013 | -3.21% | Q2 2026 | Aug 14, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 30,412 | 1,465 | 0.3% | — | 240 | +30,412 | New | Q2 2026 | Jul 17, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 30,041 | 1,447 | 0.51% | 0.59% | 241 | -131 | -0.43% | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | Added to | 30,022 | 1,446 | 0.07% | 0.06% | 242 | +2,444 | 8.86% | Q2 2026 | Jul 16, 2026 |
| CARLSON FINANCIAL, INC. | History | Reduced | 30,031 | 1,446 | 0.74% | 0.86% | 243 | -1,029 | -3.31% | Q2 2026 | Aug 24, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 29,962 | 1,443 | 0.5% | 0.55% | 244 | -557 | -1.83% | Q2 2026 | Jul 21, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 29,809 | 1,436 | 0.61% | — | 246 | +29,809 | New | Q2 2026 | Aug 07, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 29,811 | 1,436 | 0.19% | 0.22% | 245 | -1,948 | -6.13% | Q2 2026 | Jul 24, 2026 |
| Focus Financial Network, Inc. | History | Added to | 29,754 | 1,433 | 0.04% | 0.05% | 247 | +871 | 3.02% | Q2 2026 | Jul 09, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 29,739 | 1,432 | 0.58% | 0.5% | 248 | +6,700 | 29.08% | Q2 2026 | Jul 14, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 29,739 | 1,432 | 0.5% | 0.6% | 249 | -185 | -0.62% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 29,082 | 1,401 | 0.12% | 0.15% | 250 | -20 | -0.07% | Q2 2026 | Jul 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 28,552 | 1,375 | 0.07% | 0.07% | 251 | +5,054 | 21.51% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 28,502 | 1,373 | 0.01% | 0.01% | 252 | +1,441 | 5.33% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 28,327 | 1,364 | 0.0% | 0.01% | 253 | +544 | 1.96% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 28,178 | 1,357 | 0.08% | 0.11% | 254 | -3,127 | -9.99% | Q2 2026 | Jul 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 28,045 | 1,351 | 0.12% | 0.13% | 255 | +911 | 3.36% | Q2 2026 | Jul 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 27,630 | 1,331 | 0.01% | 0.01% | 256 | +3,322 | 13.67% | Q2 2026 | Aug 06, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 27,267 | 1,313 | 0.09% | 0.11% | 257 | -2,672 | -8.92% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 27,216 | 1,311 | 0.08% | 0.09% | 258 | +2,143 | 8.55% | Q2 2026 | Jul 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 27,004 | 1,301 | 0.01% | 0.01% | 259 | -14,232 | -34.51% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 26,635 | 1,283 | 0.4% | 0.82% | 260 | -26,851 | -50.2% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 26,549 | 1,279 | 0.02% | 0.03% | 261 | -758 | -2.78% | Q2 2026 | Jul 31, 2026 |
| Sowell Financial Services LLC | History | Reduced | 26,546 | 1,278 | 0.04% | 0.05% | 262 | -3,148 | -10.6% | Q2 2026 | Jul 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 26,486 | 1,276 | 0.43% | 0.41% | 263 | -1,941 | -6.83% | Q2 2026 | Aug 13, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 26,150 | 1,259 | 0.1% | 0.1% | 264 | +6,002 | 29.79% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 26,150 | 1,259 | 0.14% | 0.14% | 265 | +6,002 | 29.79% | Q2 2026 | Aug 14, 2026 |
| tru Independence LLC | History | Reduced | 26,030 | 1,254 | 0.55% | 0.65% | 266 | -1,959 | -7.0% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 25,723 | 1,239 | 0.08% | 0.09% | 267 | -439 | -1.68% | Q2 2026 | Aug 12, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 25,274 | 1,217 | 0.2% | 0.25% | 268 | -89 | -0.35% | Q2 2026 | Jul 30, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 8,536 | 1,215 | 0.52% | — | 269 | +8,536 | New | Q2 2026 | Aug 05, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 25,010 | 1,204 | 0.66% | 0.75% | 270 | -56 | -0.22% | Q2 2026 | Jul 23, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 24,728 | 1,191 | 0.34% | 0.44% | 271 | -666 | -2.62% | Q2 2026 | Aug 06, 2026 |
| GGM Financial LLC | History | Added to | 24,702 | 1,190 | 0.45% | 0.53% | 272 | +77 | 0.31% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,449 | 1,177 | 0.0% | 0.0% | 273 | -108,880 | -81.66% | Q2 2026 | Sep 02, 2026 |
| Gotham Asset Management, LLC | History | No change | 23,810 | 1,147 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 23,370 | 1,125 | 0.68% | 0.73% | 275 | -757 | -3.14% | Q2 2026 | Jul 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 23,326 | 1,123 | 0.0% | 0.0% | 276 | +2,776 | 13.51% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 23,161 | 1,115 | 0.05% | 0.06% | 277 | -2,677 | -10.36% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | New | 22,925 | 1,104 | 0.0% | — | 278 | +22,925 | New | Q2 2026 | Aug 14, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 22,744 | 1,095 | 0.3% | 0.42% | 279 | -5,392 | -19.16% | Q2 2026 | Jul 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 23,223 | 1,092 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 22,623 | 1,089 | 0.18% | 0.22% | 281 | -1,829 | -7.48% | Q2 2026 | Jul 28, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 22,600 | 1,088 | 0.31% | 0.42% | 282 | -3,656 | -13.92% | Q2 2026 | Aug 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 22,520 | 1,085 | 0.03% | 0.04% | 283 | -4,443 | -16.48% | Q2 2026 | Jul 31, 2026 |
| Global Assets Advisory, LLC | History | New | 22,256 | 1,081 | 0.24% | — | 284 | +22,256 | New | Q2 2026 | Jul 27, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 22,417 | 1,080 | 0.5% | 0.53% | 285 | -140 | -0.62% | Q2 2026 | Jul 30, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 22,416 | 1,080 | 0.67% | 0.72% | 286 | -114 | -0.51% | Q2 2026 | Jul 22, 2026 |
| RVW Wealth, LLC | History | Added to | 21,974 | 1,058 | 0.07% | 0.08% | 287 | +522 | 2.43% | Q2 2026 | Jul 07, 2026 |
| Capital Square, LLC | History | Reduced | 21,527 | 1,054 | 0.46% | 0.48% | 288 | -364 | -1.66% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 21,743 | 1,047 | 0.03% | 0.04% | 289 | -1,455 | -6.27% | Q2 2026 | Jul 31, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 21,396 | 1,030 | 0.19% | 0.23% | 290 | -161 | -0.75% | Q2 2026 | Jul 31, 2026 |
| BIP Wealth, LLC | History | Reduced | 20,915 | 1,007 | 0.03% | 0.04% | 291 | -2,102 | -9.13% | Q2 2026 | Aug 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 20,288 | 977 | 0.02% | 0.03% | 292 | -41 | -0.2% | Q2 2026 | Jul 29, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 19,970 | 962 | 0.12% | 0.14% | 293 | +200 | 1.01% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 19,965 | 961 | 0.01% | 0.01% | 294 | +244 | 1.24% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 19,944 | 960 | 0.01% | 0.01% | 295 | +1,688 | 9.25% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 19,589 | 943 | 0.1% | 0.13% | 296 | +1,211 | 6.59% | Q2 2026 | Aug 06, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 18,918 | 935 | 0.44% | 0.45% | 297 | -56 | -0.3% | Q2 2026 | Jul 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,485 | 890 | 0.02% | 0.02% | 298 | +587 | 3.28% | Q2 2026 | Aug 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 18,763 | 882 | 0.14% | 0.14% | 299 | -259 | -1.36% | Q2 2026 | Jul 17, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 18,020 | 868 | 0.3% | 0.33% | 300 | +303 | 1.71% | Q2 2026 | Jul 27, 2026 |
| Empowered Funds, LLC | History | Reduced | 18,011 | 867 | 0.0% | 0.01% | 302 | -18,356 | -50.47% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 18,011 | 867 | 0.04% | 0.09% | 301 | -17,480 | -49.25% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 17,623 | 849 | 0.35% | 0.42% | 304 | +63 | 0.36% | Q2 2026 | Aug 13, 2026 |
| Santori & Peters, Inc. | History | Added to | 17,634 | 849 | 0.24% | 0.26% | 303 | +41 | 0.23% | Q2 2026 | Jul 24, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 17,513 | 843 | 0.08% | 0.11% | 306 | -3,689 | -17.4% | Q2 2026 | Jul 22, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 17,500 | 843 | 0.26% | 0.29% | 305 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 17,341 | 835 | 0.03% | 0.02% | 307 | +3,057 | 21.4% | Q2 2026 | Jul 24, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 17,135 | 825 | 0.35% | 0.45% | 308 | -1,381 | -7.46% | Q2 2026 | Jul 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 17,076 | 822 | 0.04% | 0.05% | 309 | -28 | -0.16% | Q2 2026 | Jul 31, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 16,970 | 817 | 0.11% | 0.16% | 310 | -1,228 | -6.75% | Q2 2026 | Jul 24, 2026 |
| Spartan Wealth Advisory Services LLC | History | Reduced | 16,897 | 814 | 0.07% | 0.08% | 312 | -1,476 | -8.03% | Q2 2026 | Aug 05, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 16,899 | 814 | 0.5% | 0.53% | 311 | +1,200 | 7.64% | Q2 2026 | Aug 05, 2026 |
| City Center Advisors, LLC | History | Added to | 16,857 | 812 | 0.66% | 0.67% | 313 | +1,382 | 8.93% | Q2 2026 | Jul 06, 2026 |
| MIRAMONTES CAPITAL, LLC | History | Reduced | 16,526 | 796 | 0.25% | 0.28% | 314 | -817 | -4.71% | Q2 2026 | Sep 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 16,490 | 794 | 0.0% | 0.0% | 315 | -265 | -1.58% | Q2 2026 | Aug 11, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 16,426 | 791 | 0.05% | 0.05% | 316 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 16,249 | 786 | 0.6% | 0.62% | 317 | +549 | 3.5% | Q2 2026 | Jul 17, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 16,223 | 781 | 0.19% | 0.17% | 318 | +3,252 | 25.07% | Q2 2026 | Jul 29, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 15,784 | 760 | 0.2% | 0.22% | 319 | +268 | 1.73% | Q2 2026 | Jul 06, 2026 |
| Camelot Portfolios, LLC | History | Added to | 15,757 | 759 | 0.53% | 0.27% | 321 | +8,066 | 104.88% | Q2 2026 | Jul 17, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 15,760 | 759 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 15,015 | 749 | 0.34% | 0.39% | 322 | -483 | -3.12% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 15,533 | 748 | 0.0% | 0.0% | 323 | +1,006 | 6.93% | Q2 2026 | Aug 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 15,240 | 734 | 0.06% | 0.07% | 324 | -1,386 | -8.34% | Q2 2026 | Jul 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 15,216 | 733 | 0.18% | 0.22% | 325 | -476 | -3.03% | Q2 2026 | Jul 30, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 14,963 | 725 | 0.14% | 0.15% | 326 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Triumph Capital Management | History | Reduced | 14,924 | 719 | 0.13% | 0.4% | 327 | -26,850 | -64.27% | Q2 2026 | Jul 20, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 14,687 | 707 | 0.09% | 0.18% | 328 | -13,947 | -48.71% | Q2 2026 | Jul 20, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 14,686 | 707 | 0.12% | 0.14% | 329 | -41 | -0.28% | Q2 2026 | Jul 22, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 13,543 | 684 | 0.01% | 0.01% | 330 | -177 | -1.29% | Q2 2026 | Aug 06, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 14,151 | 681 | 0.51% | 0.59% | 331 | +32 | 0.23% | Q2 2026 | Aug 03, 2026 |
| Sargent Investment Group, LLC | History | No change | 13,705 | 660 | 0.08% | 0.08% | 332 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 13,530 | 651 | 0.02% | 0.05% | 333 | -95 | -0.7% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 13,495 | 650 | 0.03% | 0.03% | 334 | +449 | 3.44% | Q2 2026 | Aug 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 13,464 | 648 | 0.01% | 0.01% | 335 | +1,758 | 15.02% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,304 | 640 | 0.02% | 0.02% | 336 | -938 | -6.59% | Q2 2026 | Jul 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 13,256 | 638 | 0.01% | 0.01% | 337 | -9,111 | -40.73% | Q2 2026 | Aug 10, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 13,103 | 631 | 0.23% | 0.24% | 338 | +511 | 4.06% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 13,079 | 630 | 0.26% | 0.29% | 339 | +95 | 0.73% | Q2 2026 | Aug 14, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 13,057 | 629 | 0.13% | 0.16% | 340 | +69 | 0.53% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 12,985 | 625 | 0.02% | 0.02% | 341 | -175 | -1.33% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 12,827 | 618 | 0.0% | 0.0% | 342 | -2,246 | -14.9% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Added to | 12,620 | 608 | 0.06% | 0.06% | 343 | +931 | 7.96% | Q2 2026 | Jul 21, 2026 |
| TriaGen Wealth Management LLC | History | No change | 12,459 | 600 | 0.15% | 0.16% | 344 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 12,442 | 599 | 0.43% | 0.47% | 345 | +15 | 0.12% | Q2 2026 | Jul 21, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 12,405 | 597 | 0.12% | 0.15% | 346 | +51 | 0.41% | Q2 2026 | Jul 13, 2026 |
| Tidemark, LLC | History | Reduced | 12,219 | 588 | 0.13% | 0.15% | 347 | -118 | -0.96% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,200 | 587 | 0.01% | 0.01% | 348 | +232 | 1.94% | Q2 2026 | Jul 22, 2026 |
| CX Institutional | History | Reduced | 12,068 | 581 | 0.02% | 0.02% | 349 | -803 | -6.24% | Q2 2026 | Jul 01, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 12,029 | 579 | 0.15% | 0.13% | 350 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 11,937 | 575 | 0.13% | 0.14% | 351 | +173 | 1.47% | Q2 2026 | Aug 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 11,859 | 574 | 0.07% | 0.08% | 352 | -2,491 | -17.36% | Q2 2026 | Jul 07, 2026 |
| Keel Point, LLC | History | Reduced | 11,909 | 573 | 0.03% | 0.04% | 353 | -108 | -0.9% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 11,854 | 571 | 0.01% | 0.01% | 354 | -400 | -3.26% | Q2 2026 | Aug 05, 2026 |
| LeClair Wealth Partners LLC | History | New | 11,832 | 570 | 0.3% | — | 356 | +11,832 | New | Q2 2026 | Aug 04, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 11,839 | 570 | 0.23% | 0.28% | 355 | -307 | -2.53% | Q2 2026 | Jul 27, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 11,811 | 569 | 1.02% | 0.64% | 357 | -1,048 | -8.15% | Q2 2026 | Aug 03, 2026 |
| Simplicity Wealth,LLC | History | New | 11,747 | 565 | 0.02% | — | 359 | +11,747 | New | Q2 2026 | Aug 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 11,744 | 565 | 0.03% | 0.04% | 358 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 11,612 | 559 | 0.11% | 0.11% | 360 | +107 | 0.93% | Q2 2026 | Aug 12, 2026 |
| Vigil Wealth Management, LLC | History | Reduced | 11,480 | 553 | 0.39% | 0.45% | 361 | -415 | -3.49% | Q2 2026 | Aug 05, 2026 |
| Leo Wealth, LLC | History | No change | 11,731 | 551 | 0.04% | 0.04% | 362 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MTM Investment Management, LLC | History | No change | 11,394 | 548 | 0.16% | 0.17% | 363 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Developers, LLC | History | No change | 11,593 | 545 | 0.49% | 0.49% | 364 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 11,252 | 542 | 0.0% | 0.0% | 365 | -713 | -5.96% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 11,201 | 539 | 0.03% | 0.03% | 366 | -234 | -2.05% | Q2 2026 | Jul 23, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 11,147 | 537 | 0.09% | 0.1% | 367 | +4 | 0.04% | Q2 2026 | Jul 27, 2026 |
| Van Diest Capital, LLC | History | Added to | 11,106 | 535 | 0.48% | 0.18% | 368 | +6,289 | 130.56% | Q2 2026 | Aug 04, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 11,034 | 531 | 0.33% | 0.41% | 369 | -697 | -5.94% | Q2 2026 | Jul 07, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 10,998 | 529 | 0.02% | 0.03% | 370 | -1,622 | -12.85% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 10,632 | 512 | 0.01% | 0.01% | 371 | -276 | -2.53% | Q2 2026 | Jul 21, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 10,559 | 508 | 0.19% | 0.21% | 372 | +5 | 0.05% | Q2 2026 | Aug 03, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 10,497 | 505 | 0.09% | 0.12% | 373 | -1,124 | -9.67% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 10,443 | 503 | 0.02% | 0.02% | 375 | -277 | -2.58% | Q2 2026 | Jul 07, 2026 |
| Archer Investment Corp | History | No change | 10,444 | 503 | 0.1% | 0.1% | 374 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 10,424 | 502 | 0.21% | 0.24% | 376 | -221 | -2.08% | Q2 2026 | Aug 07, 2026 |
| Fermata Advisors, LLC | History | Added to | 10,255 | 494 | 0.1% | 0.09% | 377 | +1,907 | 22.84% | Q2 2026 | Jul 07, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 10,146 | 488 | 0.2% | 0.24% | 378 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 10,096 | 486 | 0.33% | 0.43% | 379 | -325 | -3.12% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Reduced | 9,989 | 481 | 0.01% | 0.01% | 380 | -1,560 | -13.51% | Q2 2026 | Aug 10, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 9,946 | 479 | 0.15% | 0.16% | 381 | -11,138 | -52.83% | Q2 2026 | Jul 27, 2026 |
| Synergy Investment Management, LLC | History | Added to | 9,807 | 472 | 0.11% | 0.11% | 382 | +2,662 | 37.26% | Q2 2026 | Aug 14, 2026 |
| Legacy Trust | History | No change | 9,775 | 470 | 0.08% | 0.09% | 383 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 9,742 | 469 | 0.25% | 0.28% | 384 | -18 | -0.18% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 9,701 | 467 | 0.0% | — | 386 | +9,701 | New | Q2 2026 | Aug 14, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 9,696 | 467 | 0.18% | 0.2% | 385 | -2,667 | -21.57% | Q2 2026 | Jul 29, 2026 |
| GREENLEAF TRUST | History | Reduced | 9,649 | 464 | 0.0% | 0.0% | 387 | -250 | -2.53% | Q2 2026 | Jul 21, 2026 |
| PFG Investments, LLC | History | Reduced | 9,581 | 461 | 0.02% | 0.02% | 388 | -53 | -0.55% | Q2 2026 | Jul 23, 2026 |
| Old Port Advisors | History | No change | 9,542 | 459 | 0.09% | 0.1% | 389 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 9,463 | 455 | 0.22% | 0.22% | 390 | -149 | -1.55% | Q2 2026 | Jul 31, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 9,432 | 454 | 0.27% | 0.27% | 391 | +40 | 0.43% | Q2 2026 | Jul 14, 2026 |
| Waterfront Wealth Inc. | History | No change | 9,255 | 453 | 0.07% | 0.08% | 392 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 9,383 | 452 | 0.06% | 0.07% | 393 | +612 | 6.98% | Q2 2026 | Aug 04, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 9,369 | 451 | 0.25% | 0.29% | 394 | -260 | -2.7% | Q2 2026 | Aug 07, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 9,266 | 446 | 0.01% | 0.01% | 395 | +473 | 5.38% | Q2 2026 | Jul 27, 2026 |
| SLT Holdings LLC | History | Reduced | 9,238 | 445 | 0.28% | 0.3% | 396 | -342 | -3.57% | Q2 2026 | Jul 17, 2026 |
| Indivisible Partners | History | Added to | 9,242 | 445 | 0.03% | 0.04% | 397 | +13 | 0.14% | Q2 2026 | Aug 04, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 9,232 | 444 | 0.23% | 0.25% | 398 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 9,197 | 443 | 0.01% | 0.01% | 399 | -1,046 | -10.21% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,142 | 440 | 0.0% | 0.01% | 400 | -19 | -0.21% | Q2 2026 | Aug 12, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 9,002 | 433 | 0.06% | 0.07% | 401 | -1,305 | -12.66% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | Reduced | 8,894 | 428 | 0.0% | 0.0% | 402 | -3,615 | -28.9% | Q2 2026 | Aug 27, 2026 |
| Owen LaRue, LLC | History | Added to | 8,899 | 428 | 0.15% | 0.16% | 403 | +15 | 0.17% | Q2 2026 | Jul 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 8,795 | 423 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BlackRock, Inc. | History | Reduced | 8,544 | 411 | 0.0% | 0.0% | 405 | -379 | -4.25% | Q2 2026 | Aug 07, 2026 |
| Peak Planning Group, LLC | History | Reduced | 8,495 | 409 | 0.09% | 0.13% | 407 | -1,835 | -17.76% | Q2 2026 | Aug 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 8,497 | 409 | 0.19% | 0.2% | 406 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 8,480 | 408 | 0.0% | 0.0% | 408 | +1,968 | 30.22% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Added to | 8,471 | 408 | 0.07% | 0.08% | 409 | +267 | 3.25% | Q2 2026 | Aug 04, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 8,242 | 397 | 0.29% | 0.21% | 410 | +3,124 | 61.04% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | No change | 8,195 | 394 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DB&C Advisors, LLC | History | Reduced | 8,014 | 386 | 0.42% | 0.5% | 413 | -151 | -1.85% | Q2 2026 | Jul 31, 2026 |
| Curi Capital, LLC | History | No change | 8,025 | 386 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 7,878 | 379 | 0.3% | 0.33% | 414 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Added to | 7,849 | 378 | 0.12% | 0.14% | 415 | +1 | 0.01% | Q2 2026 | Aug 13, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 7,632 | 375 | 0.13% | 0.14% | 416 | -168 | -2.15% | Q2 2026 | Jul 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,670 | 369 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 7,228 | 367 | 0.02% | — | 418 | +7,228 | New | Q2 2026 | Aug 14, 2026 |
| PSI Advisors, LLC | History | Reduced | 7,550 | 363 | 0.08% | 0.09% | 419 | -150 | -1.95% | Q2 2026 | Aug 03, 2026 |
| Bison Wealth, LLC | History | Reduced | 7,212 | 353 | 0.03% | 0.04% | 421 | -798 | -9.96% | Q2 2026 | Jul 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 7,332 | 353 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | Added to | 7,246 | 349 | 0.05% | 0.06% | 422 | +199 | 2.82% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,243 | 348 | 0.11% | 0.13% | 423 | -250 | -3.34% | Q2 2026 | Jul 31, 2026 |
| Beaton Management Co. Inc. | History | Reduced | 7,174 | 346 | 0.14% | 0.15% | 424 | -25 | -0.35% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,078 | 341 | 0.0% | 0.0% | 425 | +18 | 0.25% | Q2 2026 | Jul 29, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 7,064 | 340 | 0.01% | 0.01% | 426 | -2,474 | -25.94% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | No change | 7,032 | 338 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 7,015 | 337 | 0.01% | 0.01% | 428 | -30 | -0.43% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 6,990 | 336 | 0.02% | 0.02% | 429 | -785 | -10.1% | Q2 2026 | Jul 28, 2026 |
| BRIGHTON JONES LLC | History | Added to | 6,942 | 334 | 0.01% | 0.01% | 430 | +33 | 0.48% | Q2 2026 | Aug 11, 2026 |
| Redwood Financial Network Corp | History | Added to | 6,859 | 330 | 0.18% | 0.21% | 431 | +10 | 0.15% | Q2 2026 | Aug 07, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 6,732 | 324 | 0.05% | 0.06% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,646 | 320 | 0.11% | 0.23% | 433 | -5,452 | -45.07% | Q2 2026 | Jul 23, 2026 |
| Benson Wealth Management INC | History | Reduced | 6,648 | 320 | 0.32% | 0.43% | 434 | -65 | -0.97% | Q2 2026 | Aug 10, 2026 |
| Hilltop Holdings Inc. | History | New | 6,579 | 316 | 0.02% | — | 435 | +6,579 | New | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 6,538 | 315 | 0.08% | 0.09% | 436 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | New | 6,265 | 314 | 0.01% | — | 438 | +6,265 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 6,265 | 314 | 0.01% | 0.0% | 437 | +964 | 18.19% | Q2 2026 | Jul 29, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 6,477 | 312 | 0.0% | 0.0% | 439 | -5,157 | -44.33% | Q2 2026 | Aug 10, 2026 |
| RDA Financial Network | History | Added to | 6,438 | 310 | 0.07% | 0.08% | 440 | +25 | 0.39% | Q2 2026 | Jul 06, 2026 |
| Brookstone Capital Management | History | Added to | 6,357 | 306 | 0.0% | 0.0% | 441 | +990 | 18.45% | Q2 2026 | Jul 15, 2026 |
| LexAurum Advisors, LLC | History | Added to | 6,337 | 305 | 0.04% | 0.04% | 442 | +7 | 0.11% | Q2 2026 | Jul 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,329 | 304 | 0.01% | 0.01% | 444 | +10 | 0.16% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,317 | 304 | 0.0% | 0.0% | 443 | +6 | 0.1% | Q2 2026 | Aug 06, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 6,261 | 301 | 0.1% | 0.13% | 445 | -130 | -2.03% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Reduced | 6,232 | 300 | 0.0% | 0.0% | 446 | -4,514 | -42.01% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 6,240 | 300 | 0.01% | 0.01% | 447 | -1,084 | -14.8% | Q2 2026 | Jul 30, 2026 |
| United Advisor Group, LLC | History | Reduced | 6,165 | 297 | 0.03% | 0.04% | 448 | -48 | -0.77% | Q2 2026 | Jul 29, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 6,148 | 296 | 0.06% | 0.07% | 449 | -285 | -4.43% | Q2 2026 | Jul 20, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 6,164 | 296 | 0.14% | 0.15% | 450 | -143 | -2.27% | Q2 2026 | Jul 13, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 6,158 | 296 | 0.04% | 0.04% | 451 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hilltop Partners LLC | History | No change | 6,127 | 295 | 0.07% | 0.07% | 452 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 6,095 | 293 | 0.01% | 0.01% | 453 | +36 | 0.59% | Q2 2026 | Jul 21, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 6,053 | 291 | 0.13% | 0.16% | 454 | +16 | 0.27% | Q2 2026 | Aug 10, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 6,021 | 290 | 0.17% | 0.19% | 456 | -125 | -2.03% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,031 | 290 | 0.01% | 0.01% | 455 | +10 | 0.17% | Q2 2026 | Jul 23, 2026 |
| Csenge Advisory Group | History | Reduced | 5,988 | 288 | 0.01% | 0.01% | 457 | -183 | -2.97% | Q2 2026 | Aug 10, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 5,978 | 288 | 0.16% | 0.17% | 458 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,971 | 287 | 0.01% | 0.01% | 460 | -1,682 | -21.98% | Q2 2026 | Jul 29, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 5,973 | 287 | 0.01% | 0.01% | 459 | -574 | -8.77% | Q2 2026 | Jul 31, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,936 | 285 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 7,009 | 285 | 0.29% | 0.25% | 462 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 5,913 | 284 | 0.03% | 0.04% | 463 | -806 | -12.0% | Q2 2026 | Aug 06, 2026 |
| Old Mission Investment Co LLC | History | Reduced | 5,820 | 280 | 0.06% | 0.06% | 464 | -27 | -0.46% | Q2 2026 | Aug 14, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 5,796 | 279 | 0.31% | 0.33% | 465 | -6 | -0.1% | Q2 2026 | Aug 07, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 5,785 | 278 | 0.04% | 0.04% | 466 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Oxler Private Wealth LLC | History | Added to | 5,720 | 275 | 0.08% | 0.08% | 467 | +34 | 0.6% | Q2 2026 | Aug 03, 2026 |
| Advisory Advocates, LLC | History | Reduced | 5,674 | 273 | 0.23% | 0.29% | 468 | -343 | -5.7% | Q2 2026 | Aug 10, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 5,649 | 272 | 0.02% | 0.02% | 469 | -1,110 | -16.42% | Q2 2026 | Aug 06, 2026 |
| CFC Planning Co LLC | History | Added to | 5,651 | 272 | 0.16% | 0.16% | 470 | +774 | 15.87% | Q2 2026 | Aug 05, 2026 |
| Peak Financial Management, Inc. | History | No change | 5,630 | 271 | 0.06% | 0.07% | 471 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 5,609 | 270 | 0.13% | 0.21% | 472 | -3,357 | -37.44% | Q2 2026 | Aug 10, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 5,620 | 270 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 5,615 | 270 | 0.09% | 0.1% | 474 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Core Wealth Partners LLC | History | Reduced | 5,552 | 267 | 0.11% | 0.13% | 475 | -261 | -4.49% | Q2 2026 | Jul 17, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 5,481 | 264 | 0.14% | 0.15% | 476 | +3 | 0.05% | Q2 2026 | Jul 27, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 5,390 | 259 | 0.06% | 0.07% | 477 | -375 | -6.5% | Q2 2026 | Jul 28, 2026 |
| Skyline Advisors, Inc. | History | Added to | 5,367 | 258 | 0.08% | 0.09% | 479 | +17 | 0.32% | Q2 2026 | Jul 20, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 5,365 | 258 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 5,337 | 257 | 0.05% | 0.05% | 480 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Whelan Financial | History | No change | 5,293 | 255 | 0.07% | 0.08% | 481 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 5,285 | 254 | 0.03% | 0.03% | 482 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 5,235 | 252 | 0.08% | 0.09% | 483 | -199 | -3.66% | Q2 2026 | Jul 16, 2026 |
| Nilsine Partners, LLC | History | No change | 5,231 | 252 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Investment Management, LLC | History | Added to | 5,218 | 251 | 0.0% | 0.0% | 485 | +285 | 5.78% | Q2 2026 | Aug 05, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 5,180 | 249 | 0.06% | 0.07% | 486 | +21 | 0.41% | Q2 2026 | Jul 29, 2026 |
| Oak Barrel Wealth Advisory LLC | History | New | 5,159 | 248 | 0.11% | — | 487 | +5,159 | New | Q2 2026 | Aug 07, 2026 |
| Stenger Family Office, LLC | History | New | 5,094 | 245 | 0.04% | — | 488 | +5,094 | New | Q2 2026 | Jul 13, 2026 |
| XTX Topco Ltd | History | Reduced | 5,058 | 243 | 0.0% | 0.06% | 489 | -74,262 | -93.62% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | New | 5,033 | 242 | 0.0% | — | 490 | +5,033 | New | Q2 2026 | Aug 11, 2026 |
| Caprock Group, LLC | History | Reduced | 5,000 | 240 | 0.0% | 0.02% | 492 | -13,472 | -72.93% | Q2 2026 | Jul 27, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 4,992 | 240 | 0.04% | 0.05% | 491 | -2,123 | -29.84% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | New | 4,944 | 238 | 0.0% | — | 493 | +4,944 | New | Q2 2026 | Aug 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 4,932 | 237 | 0.02% | 0.04% | 495 | -8,604 | -63.56% | Q2 2026 | Jul 16, 2026 |
| Axiom Investment Management LLC | History | No change | 4,923 | 237 | 0.16% | 0.18% | 494 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sound Income Strategies, LLC | History | No change | 4,908 | 236 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 4,878 | 235 | 0.09% | 0.12% | 497 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | No change | 4,688 | 235 | 0.13% | 0.13% | 498 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,876 | 234 | 0.0% | 0.0% | 499 | +6 | 0.12% | Q2 2026 | Aug 11, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 4,830 | 232 | 0.16% | 0.17% | 500 | +452 | 10.32% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,795 | 231 | 0.0% | 0.0% | 501 | -1,155 | -19.41% | Q2 2026 | Aug 11, 2026 |
| Facet Wealth, Inc. | History | Reduced | 4,770 | 229 | 0.0% | 0.0% | 502 | -247 | -4.92% | Q2 2026 | Jul 27, 2026 |
| Platt Wealth Management LLC | History | No change | 4,766 | 229 | 0.18% | 0.22% | 503 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 4,743 | 228 | 0.04% | 0.05% | 504 | +28 | 0.59% | Q2 2026 | Aug 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 4,709 | 226 | 0.01% | 0.02% | 505 | -1,155 | -19.7% | Q2 2026 | Jul 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 4,691 | 225 | 0.02% | 0.03% | 506 | -300 | -6.01% | Q2 2026 | Jul 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,777 | 224 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 4,648 | 223 | 0.01% | 0.01% | 508 | +28 | 0.61% | Q2 2026 | Jul 24, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,610 | 222 | 0.01% | 0.01% | 509 | -202 | -4.2% | Q2 2026 | Jul 07, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 4,617 | 222 | 0.06% | 0.06% | 510 | -40 | -0.86% | Q2 2026 | Jul 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 4,554 | 219 | 0.01% | 0.01% | 511 | +2 | 0.04% | Q2 2026 | Aug 13, 2026 |
| MSH Capital Advisors LLC | History | New | 4,544 | 218 | 0.04% | — | 513 | +4,544 | New | Q2 2026 | Aug 10, 2026 |
| Tortuga Wealth Management, Inc | History | Reduced | 4,535 | 218 | 0.17% | 0.2% | 512 | -60 | -1.31% | Q2 2026 | Jul 30, 2026 |
| Root Financial Partners, LLC | History | Reduced | 4,524 | 217 | 0.01% | 0.01% | 515 | -2,027 | -30.94% | Q2 2026 | Jul 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Reduced | 4,516 | 217 | 0.0% | 0.0% | 514 | -842 | -15.71% | Q2 2026 | Aug 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 4,575 | 215 | 0.01% | 0.01% | 517 | -988 | -17.76% | Q2 2026 | Jul 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 4,478 | 215 | 0.04% | 0.06% | 516 | -875 | -16.35% | Q2 2026 | Jul 23, 2026 |
| Financially in Tune, LLC | History | No change | 4,557 | 214 | 0.18% | 0.18% | 518 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 4,327 | 208 | 0.05% | — | 519 | +4,327 | New | Q2 2026 | Aug 27, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 4,250 | 204 | 0.01% | — | 520 | +4,250 | New | Q2 2026 | Aug 14, 2026 |
| ACT Advisors, LLC. | History | New | 4,178 | 201 | 0.07% | — | 521 | +4,178 | New | Q2 2026 | Jul 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 4,161 | 200 | 0.09% | 0.22% | 523 | -4,742 | -53.26% | Q2 2026 | Aug 13, 2026 |
| Grantvest Financial Group LLC | History | New | 4,156 | 200 | 0.12% | — | 525 | +4,156 | New | Q2 2026 | Aug 07, 2026 |
| Wedmont Private Capital | History | New | 4,091 | 200 | 0.01% | — | 524 | +4,091 | New | Q2 2026 | Jul 13, 2026 |
| Signature Wealth Management Group | History | No change | 4,272 | 200 | 0.08% | 0.08% | 522 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 3,817 | 187 | 0.02% | — | 526 | +3,817 | New | Q2 2026 | Aug 12, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 3,441 | 165 | 0.13% | 0.16% | 527 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,177 | 153 | 0.0% | 0.01% | 528 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3,160 | 152 | 0.03% | 0.03% | 529 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coppell Advisory Solutions LLC | History | New | 61,509 | 151 | 0.01% | — | 530 | +61,509 | New | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 3,120 | 150 | 0.04% | 0.05% | 531 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUST CO OF VERMONT | History | New | 3,080 | 148 | 0.01% | — | 532 | +3,080 | New | Q2 2026 | Aug 07, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 2,894 | 139 | 0.04% | 0.04% | 533 | -72 | -2.43% | Q2 2026 | Jul 21, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 2,806 | 135 | 0.07% | 0.09% | 534 | -560 | -16.64% | Q2 2026 | Jul 27, 2026 |
| NBT BANK, N.A. | History | Reduced | 2,781 | 133 | 0.01% | 0.04% | 535 | -10,039 | -78.31% | Q2 2026 | Jul 29, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 2,679 | 129 | 0.0% | 0.0% | 536 | +1,434 | 115.18% | Q2 2026 | Jul 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,600 | 125 | 0.03% | 0.03% | 537 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,550 | 122 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,418 | 115 | 0.02% | 0.02% | 539 | +285 | 13.36% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2,321 | 111 | 0.01% | 0.02% | 540 | -17 | -0.73% | Q2 2026 | Aug 11, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,153 | 103 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 2,064 | 99 | 0.07% | 0.07% | 542 | -300 | -12.69% | Q2 2026 | Jul 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 96 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BFSG, LLC | History | No change | 1,923 | 92 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LifeSteps Financial, Inc. | History | New | 1,901 | 91 | 0.04% | — | 545 | +1,901 | New | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,829 | 88 | 0.0% | 0.0% | 546 | +740 | 67.95% | Q2 2026 | Aug 12, 2026 |
| Operose Advisors LLC | History | Added to | 1,797 | 86 | 0.02% | 0.02% | 548 | +42 | 2.39% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,770 | 86 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 1,748 | 84 | 0.0% | 0.0% | 549 | +82 | 4.92% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,719 | 82 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,675 | 80 | 0.0% | 0.0% | 551 | -132 | -7.3% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,639 | 78 | 0.0% | 0.0% | 552 | +499 | 43.77% | Q2 2026 | Jul 27, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,625 | 78 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bravera Wealth | History | No change | 1,605 | 77 | 0.03% | 0.03% | 554 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,500 | 72 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,483 | 71 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,458 | 70 | 0.01% | 0.02% | 557 | -290 | -16.59% | Q2 2026 | Aug 04, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,435 | 69 | 0.03% | 0.06% | 558 | -910 | -38.81% | Q2 2026 | Jul 30, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 1,398 | 67 | 0.03% | 0.03% | 559 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 1,387 | 66 | 0.01% | 0.01% | 560 | -31 | -2.19% | Q2 2026 | Jul 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 1,366 | 65 | 0.04% | 0.04% | 561 | +291 | 27.07% | Q2 2026 | Aug 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 1,347 | 64 | 0.0% | 0.0% | 562 | -136 | -9.17% | Q2 2026 | Aug 10, 2026 |
| TIAA Wealth Investment Management LLC | History | Added to | 1,287 | 62 | 0.0% | 0.0% | 563 | +1,090 | 553.3% | Q2 2026 | Aug 10, 2026 |
| Avion Wealth | History | New | 1,256 | 60 | 0.01% | — | 564 | +1,256 | New | Q2 2026 | Jul 31, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 1,210 | 58 | 0.0% | 0.0% | 565 | -210 | -14.79% | Q2 2026 | Aug 13, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,189 | 57 | 0.0% | 0.01% | 566 | +8 | 0.68% | Q2 2026 | Aug 14, 2026 |
| Graney & King, LLC | History | Added to | 1,194 | 57 | 0.02% | 0.03% | 567 | +7 | 0.59% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,153 | 56 | 0.0% | 0.0% | 569 | +122 | 11.83% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 1,163 | 56 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abound Wealth Management | History | No change | 1,182 | 56 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 1,141 | 54 | 0.07% | — | 573 | +1,141 | New | Q2 2026 | Aug 05, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,128 | 54 | 0.0% | 0.0% | 571 | +798 | 241.82% | Q2 2026 | Aug 10, 2026 |
| Crews Bank & Trust | History | Reduced | 1,131 | 54 | 0.01% | 0.01% | 572 | -326 | -22.37% | Q2 2026 | Jul 16, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,108 | 53 | 0.01% | 0.01% | 574 | +69 | 6.64% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,094 | 52 | 0.01% | 0.01% | 575 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,094 | 52 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Navigoe, LLC | History | New | 1,072 | 51 | 0.03% | — | 577 | +1,072 | New | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,053 | 50 | 0.0% | 0.0% | 579 | +5 | 0.48% | Q2 2026 | Jul 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,043 | 50 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 981 | 47 | 0.02% | 0.02% | 581 | +5 | 0.51% | Q2 2026 | Jul 21, 2026 |
| Glassman Wealth Services | History | No change | 991 | 47 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 847 | 40 | 0.01% | 0.01% | 582 | +5 | 0.59% | Q2 2026 | Jul 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 797 | 38 | 0.0% | 0.0% | 583 | +72 | 9.93% | Q2 2026 | Aug 06, 2026 |
| Caldwell Trust Co | History | Reduced | 759 | 36 | 0.0% | 0.01% | 584 | -600 | -44.15% | Q2 2026 | Aug 03, 2026 |
| Ascentis Independent Advisors | History | Reduced | 671 | 32 | 0.09% | 0.0% | 585 | -700 | -51.06% | Q2 2026 | Aug 04, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 650 | 31 | 0.07% | 0.09% | 586 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 644 | 31 | 0.02% | 0.03% | 587 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | New | 628 | 30 | 0.02% | — | 588 | +628 | New | Q2 2026 | Jul 09, 2026 |
| Hilltop National Bank | History | No change | 605 | 29 | 0.01% | 0.01% | 589 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| My Portfolio Guide, LLC | History | No change | 632 | 29 | 0.02% | 0.02% | 590 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TOP Private Wealth LLC. | History | New | 599 | 28 | 0.03% | — | 593 | +599 | New | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | New | 583 | 28 | 0.0% | — | 592 | +583 | New | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 593 | 28 | 0.0% | 0.0% | 591 | +1 | 0.17% | Q2 2026 | Jul 23, 2026 |
| LFA - Lugano Financial Advisors SA | History | New | 550 | 26 | 0.02% | — | 594 | +550 | New | Q2 2026 | Jul 28, 2026 |
| RMG Wealth Management LLC | History | Added to | 500 | 25 | 0.0% | 0.0% | 595 | +200 | 66.67% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | New | 510 | 24 | 0.0% | — | 597 | +510 | New | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 500 | 24 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 494 | 23 | 0.0% | 0.0% | 601 | +466 | 1664.29% | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 483 | 23 | 0.01% | 0.01% | 598 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Asset Dedication, LLC | History | No change | 498 | 23 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | No change | 483 | 23 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 510 | 23 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Park Place Capital Corp | History | No change | 489 | 23 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspect Partners, LLC | History | New | 470 | 22 | 0.01% | — | 604 | +470 | New | Q2 2026 | Jul 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 451 | 21 | 0.02% | 0.02% | 607 | +31 | 7.38% | Q2 2026 | Jul 24, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 439 | 21 | 0.0% | 0.0% | 605 | +4 | 0.92% | Q2 2026 | Jul 13, 2026 |
| Citizens National Bank Trust Department | History | No change | 450 | 21 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dogwood Wealth Management LLC | History | No change | 431 | 20 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| EASTERN BANK | History | New | 397 | 19 | 0.0% | — | 611 | +397 | New | Q2 2026 | Jul 01, 2026 |
| Smithfield Trust Co | History | No change | 400 | 19 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PlanVest Financial, Inc | History | No change | 413 | 19 | 0.01% | 0.01% | 610 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 354 | 17 | 0.0% | 0.0% | 613 | +154 | 77.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 356 | 17 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mosley Wealth Management | History | Added to | 335 | 16 | 0.01% | 0.0% | 616 | +127 | 61.06% | Q2 2026 | Jul 23, 2026 |
| Heritage Wealth Advisors | History | No change | 336 | 16 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFAM, LLC | History | No change | 333 | 16 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 347 | 16 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 317 | 15 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 311 | 14 | 0.0% | — | 619 | +311 | New | Q2 2026 | Aug 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 293 | 14 | 0.0% | — | 620 | +293 | New | Q2 2026 | Jul 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 273 | 13 | 0.0% | 0.0% | 622 | +127 | 86.99% | Q2 2026 | Jul 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 271 | 13 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 256 | 12 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| PFS Partners, LLC | History | Added to | 247 | 11 | 0.0% | 0.01% | 626 | +2 | 0.82% | Q2 2026 | Jul 20, 2026 |
| Lodestone Wealth Management LLC | History | No change | 243 | 11 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SWAN Capital LLC | History | No change | 234 | 11 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 237 | 11 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 200 | 10 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 188 | 9 | 0.0% | 0.0% | 629 | +1 | 0.53% | Q2 2026 | Jul 17, 2026 |
| Sterling Capital Management LLC | History | No change | 178 | 8 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | New | 147 | 7 | 0.0% | — | 633 | +147 | New | Q2 2026 | Jul 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 155 | 7 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 148 | 7 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 127 | 6 | 0.0% | 0.0% | 636 | -188 | -59.68% | Q2 2026 | Jul 20, 2026 |
| Luminist Capital LLC | History | New | 140 | 6 | 0.01% | — | 639 | +140 | New | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 136 | 6 | 0.0% | — | 638 | +136 | New | Q2 2026 | Aug 07, 2026 |
| Downshift Financial, LLC | History | New | 135 | 6 | 0.0% | — | 640 | +135 | New | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | Added to | 141 | 6 | 0.0% | 0.0% | 634 | +1 | 0.71% | Q2 2026 | Jul 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 126 | 6 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Redwood Park Advisors LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 119 | 5 | 0.0% | — | 646 | +119 | New | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 105 | 5 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 109 | 5 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 105 | 5 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 113 | 5 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 104 | 5 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 103 | 4 | 0.0% | 0.0% | 647 | -99 | -49.01% | Q2 2026 | Jul 22, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 77 | 3 | 0.0% | 0.0% | 648 | +1 | 1.32% | Q2 2026 | Aug 07, 2026 |
| Key Capital Management, INC | History | Reduced | 51 | 2 | 0.0% | 0.0% | 650 | -16 | -23.88% | Q2 2026 | Jul 27, 2026 |
| Eukles Asset Management | History | No change | 61 | 2 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Front Row Advisors LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -50,976 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Rubicon Advisors, GP | History | Closed out | 0 | 0 | — | 1.59% | — | -38,726 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.3% | — | -26,360 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -24,159 | -100.0% | Q2 2026 | Jul 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,414 | -100.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,356 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,300 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,692 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Autumn Glory Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,240 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,948 | -100.0% | Q2 2026 | Jul 07, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,688 | -100.0% | Q2 2026 | Aug 18, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,838 | -100.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,234 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Smith Partners Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,940 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,699 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,445 | -100.0% | Q2 2026 | Jul 02, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,404 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Avise Financial Cooperative, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -4,322 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.03% | — | -1,889 | -100.0% | Q2 2026 | Jul 30, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -925 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Group, LTD | History | Reduced | 5 | 0 | — | 0.01% | — | -830 | -99.4% | Q2 2026 | Jul 13, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -823 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -532 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -519 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Sep 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -450 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q2 2026 | Jul 23, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Kozak & Associates, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 02, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |