Grayscale Bitcoin Trust ETF - GBTC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 12,139,990 | 552,612 | 6.27% | 6.27% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | No change | 1,200,000 | 54,624 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 876,469 | 39,896 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 782,774 | 35,631 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 699,752 | 31,852 | 0.23% | 0.23% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 689,285 | 31,376 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 661,163 | 30,096 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 602,864 | 27,442 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtu Financial LLC | History | No change | 360,930 | 16,429 | 0.52% | 0.52% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAD RIVER INVESTORS | History | No change | 360,139 | 16,393 | 6.11% | 6.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 358,216 | 16,305 | 2.19% | 2.19% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMC-Chicago, LLC | History | No change | 305,500 | 13,906 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moors & Cabot, Inc. | History | No change | 303,753 | 13,826 | 0.54% | 0.54% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 278,538 | 12,679 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 278,391 | 12,672 | 0.51% | 0.51% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthfront Advisers LLC | History | No change | 265,593 | 12,089 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 259,750 | 11,823 | 2.72% | 2.72% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 249,612 | 11,362 | 0.72% | 0.72% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 244,528 | 11,131 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 231,216 | 10,524 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 193,414 | 8,804 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 190,971 | 8,693 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 168,831 | 7,685 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 164,245 | 7,476 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 163,843 | 7,458 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 160,546 | 7,308 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RBF Capital, LLC | History | No change | 150,000 | 6,828 | 0.28% | 0.28% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Wealth Partners, LLC | History | No change | 139,612 | 6,355 | 6.94% | 6.94% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | No change | 138,522 | 6,305 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 131,538 | 5,987 | 0.74% | 0.74% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 131,082 | 5,966 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 113,584 | 5,629 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 123,500 | 5,621 | 0.29% | 0.29% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 121,134 | 5,514 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 117,609 | 5,353 | 0.68% | 0.68% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SLT Holdings LLC | History | No change | 116,930 | 5,322 | 3.32% | 3.32% | 36 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fielder Capital Group LLC | History | No change | 111,292 | 5,066 | 1.1% | 1.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Once Capital Management, LLC | History | No change | 107,700 | 4,902 | 0.4% | 0.4% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 107,435 | 4,890 | 0.13% | 0.13% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 106,864 | 4,864 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 75,047 | 4,847 | 0.03% | 0.03% | 41 | +1,465 | 1.99% | Q3 2026 | Oct 08, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 102,850 | 4,681 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Convergence Financial, LLC | History | No change | 102,534 | 4,667 | 0.37% | 0.37% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ICONIQ Capital, LLC | History | No change | 101,575 | 4,623 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 100,000 | 4,552 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 96,213 | 4,379 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WealthCare Asset Management, LLC | History | No change | 95,422 | 4,343 | 1.8% | 1.8% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Red Door Wealth Management, LLC | History | No change | 94,987 | 4,323 | 0.39% | 0.39% | 48 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 94,966 | 4,322 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 89,673 | 4,081 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 83,314 | 3,792 | 0.27% | 0.27% | 51 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Claro Advisors Inc. | History | No change | 82,836 | 3,770 | 0.4% | 0.4% | 52 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | No change | 78,170 | 3,558 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 54,395 | 3,513 | 0.77% | 0.55% | 54 | -754 | -1.37% | Q3 2026 | Oct 08, 2026 |
| Intellectus Partners, LLC | History | No change | 76,426 | 3,478 | 0.6% | 0.6% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 76,284 | 3,472 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Advisory Services Network, LLC | History | No change | 76,121 | 3,465 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Citrine Capital LLC | History | No change | 75,952 | 3,457 | 1.28% | 1.28% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SCS Capital Management LLC | History | No change | 75,857 | 3,453 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 72,892 | 3,318 | 0.24% | 0.24% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haven Private, LLC | History | No change | 72,261 | 3,289 | 1.25% | 1.25% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Variant Private Wealth, LLC | History | No change | 71,518 | 3,255 | 3.66% | 3.66% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 71,319 | 3,246 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 69,663 | 3,171 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Arax Advisory Partners | History | No change | 68,224 | 3,105 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Guild Investment Management, Inc. | History | No change | 67,630 | 3,078 | 2.1% | 2.1% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NorthCoast Asset Management LLC | History | No change | 64,322 | 2,927 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 60,452 | 2,751 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keystone Financial Group | History | No change | 59,355 | 2,701 | 0.16% | 0.16% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 56,924 | 2,591 | 0.23% | 0.23% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brookstone Capital Management | History | No change | 55,085 | 2,507 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Qube Research & Technologies Ltd | History | No change | 51,618 | 2,349 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 50,732 | 2,309 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BROWN ADVISORY INC | History | No change | 50,416 | 2,294 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 48,278 | 2,197 | 0.22% | 0.22% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 48,253 | 2,196 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SMITH, MOORE & CO. | History | No change | 47,561 | 2,164 | 0.14% | 0.14% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 47,488 | 2,161 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verde Capital Management | History | No change | 44,951 | 2,046 | 0.38% | 0.38% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 44,855 | 2,041 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GROUP ONE TRADING LLC | History | No change | 44,356 | 2,019 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 43,550 | 1,982 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESCAP Management Group, Inc. | History | No change | 43,321 | 1,971 | 0.37% | 0.37% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Innovative Advisory Group, LLC | History | No change | 42,627 | 1,940 | 1.47% | 1.47% | 84 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 42,358 | 1,928 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 41,822 | 1,903 | 0.23% | 0.23% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | No change | 39,929 | 1,819 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 39,000 | 1,775 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 38,984 | 1,774 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 38,462 | 1,750 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 38,400 | 1,747 | 0.54% | 0.54% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 38,151 | 1,736 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 37,418 | 1,703 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bleakley Financial Group, LLC | History | No change | 36,489 | 1,660 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TigerOak Management, L.L.C. | History | No change | 36,131 | 1,644 | 0.46% | 0.46% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 35,291 | 1,606 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 35,130 | 1,599 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY TRUST CO | History | No change | 35,115 | 1,598 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 35,076 | 1,596 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Curi Capital, LLC | History | No change | 34,815 | 1,584 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 34,320 | 1,562 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 34,027 | 1,548 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 33,921 | 1,544 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 33,764 | 1,536 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Compass Ion Advisors, LLC | History | No change | 33,188 | 1,510 | 0.13% | 0.13% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 32,673 | 1,487 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| QTR Family Wealth, LLC | History | No change | 32,600 | 1,483 | 0.52% | 0.52% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | No change | 32,418 | 1,475 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 32,107 | 1,461 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 32,107 | 1,461 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 31,996 | 1,457 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PYA Waltman Capital, LLC | History | No change | 31,864 | 1,450 | 0.34% | 0.34% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 31,691 | 1,442 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 31,137 | 1,417 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 30,940 | 1,408 | 0.28% | 0.28% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Interchange Capital Partners, LLC | History | No change | 29,930 | 1,362 | 0.26% | 0.26% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 29,620 | 1,348 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONECO ADVISORS, LLC | History | No change | 29,485 | 1,342 | 0.08% | 0.08% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 29,008 | 1,320 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SPROTT INC. | History | No change | 28,974 | 1,318 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Professional Financial Advisors, LLC | History | No change | 28,390 | 1,292 | 0.22% | 0.22% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 28,102 | 1,279 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | No change | 27,371 | 1,245 | 0.28% | 0.28% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 27,290 | 1,242 | 0.53% | 0.53% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Canton Hathaway, LLC | History | No change | 27,200 | 1,238 | 0.24% | 0.24% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 26,973 | 1,227 | 0.67% | 0.67% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smithfield Trust Co | History | No change | 25,545 | 1,163 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 25,318 | 1,152 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 24,871 | 1,132 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 24,657 | 1,122 | 0.23% | 0.23% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Benson Wealth Management INC | History | No change | 24,643 | 1,121 | 1.13% | 1.13% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 24,594 | 1,120 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TSFG, LLC | History | No change | 24,592 | 1,119 | 0.14% | 0.14% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integras Partners LLC | History | No change | 24,512 | 1,115 | 0.62% | 0.62% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 712,200 | 1,107 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abacus Planning Group, Inc. | History | No change | 23,738 | 1,080 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 23,579 | 1,073 | 0.75% | 0.75% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 22,922 | 1,043 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | No change | 22,886 | 1,041 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 22,772 | 1,036 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 22,700 | 1,033 | 0.44% | 0.44% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 22,643 | 1,030 | 0.19% | 0.19% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 22,520 | 1,025 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 22,446 | 1,021 | 0.82% | 0.82% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUE Private Wealth Advisors | History | No change | 22,162 | 1,008 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHOREO, LLC | History | No change | 22,121 | 1,006 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CRA Financial Services, LLC | History | No change | 22,056 | 1,003 | 0.12% | 0.12% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 22,005 | 1,002 | 0.64% | 0.64% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 21,960 | 999 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 21,917 | 997 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Meridian Wealth Management, LLC | History | No change | 21,845 | 994 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Finer Wealth Management, Inc. | History | No change | 21,771 | 991 | 0.44% | 0.44% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Proficio Capital Partners LLC | History | No change | 21,682 | 986 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 21,653 | 985 | 0.1% | 0.1% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SteelPeak Wealth, LLC | History | No change | 21,516 | 979 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 21,146 | 962 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 20,835 | 948 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 20,621 | 938 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pallas Capital Advisors LLC | History | No change | 20,605 | 937 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 19,945 | 907 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 19,599 | 892 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 19,551 | 889 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 19,550 | 889 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 19,261 | 876 | 0.49% | 0.49% | 164 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 19,086 | 868 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HUB Investment Partners, LLC | History | No change | 18,928 | 861 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 18,806 | 856 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 18,648 | 849 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 18,627 | 847 | 0.73% | 0.73% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 18,518 | 842 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HCR Wealth Advisors | History | No change | 18,379 | 836 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 12,923 | 834 | 0.36% | 0.3% | 172 | -2,600 | -16.75% | Q3 2026 | Oct 07, 2026 |
| Soltis Investment Advisors LLC | History | No change | 18,266 | 831 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blue Trust, Inc. | History | No change | 18,235 | 830 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18,227 | 829 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenwich Wealth Management LLC | History | No change | 18,004 | 820 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 17,945 | 816 | 0.25% | 0.25% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballast Financial Advisors LLC | History | No change | 17,761 | 808 | 0.73% | 0.73% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 17,688 | 805 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 17,318 | 788 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 17,173 | 781 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 16,964 | 772 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 16,894 | 769 | 0.39% | 0.39% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prospera Financial Services Inc | History | No change | 16,851 | 767 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 16,442 | 748 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 16,362 | 744 | 0.11% | 0.11% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WCG Wealth Advisors LLC | History | No change | 16,277 | 740 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 15,849 | 721 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 15,713 | 715 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | No change | 15,721 | 715 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 15,614 | 710 | 0.12% | 0.12% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 15,432 | 702 | 0.32% | 0.32% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | History | No change | 15,400 | 701 | 0.46% | 0.46% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perigon Wealth Management, LLC | History | No change | 15,392 | 700 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Capital Advisors, Inc. | History | Reduced | 10,798 | 697 | 0.06% | 0.06% | 195 | -3,200 | -22.86% | Q3 2026 | Oct 06, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 13,826 | 695 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthRock Partners, LLC | History | No change | 15,203 | 692 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Copia Wealth Management | History | No change | 14,531 | 661 | 0.4% | 0.4% | 198 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 14,429 | 656 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 14,227 | 647 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Midwest Trust Co | History | No change | 14,207 | 646 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 12,832 | 644 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14,109 | 642 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 14,052 | 639 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mills Wealth Advisors LLC | History | No change | 14,018 | 638 | 0.2% | 0.2% | 205 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 9,741 | 629 | 0.22% | 0.16% | 206 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BlackRock, Inc. | History | No change | 13,738 | 625 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aries Wealth Management | History | No change | 13,720 | 624 | 0.12% | 0.12% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Belpointe Asset Management LLC | History | No change | 13,597 | 618 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 13,531 | 615 | 0.16% | 0.16% | 210 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AE Wealth Management LLC | History | No change | 13,504 | 614 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Todd Wealth Management, LLC | History | No change | 13,462 | 612 | 0.46% | 0.46% | 212 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Malaga Cove Capital, LLC | History | No change | 13,385 | 609 | 0.19% | 0.19% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 13,244 | 602 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,227 | 602 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NavPoint Financial, Inc. | History | No change | 13,200 | 600 | 0.22% | 0.22% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Curran Financial Partners, LLC | History | No change | 13,069 | 594 | 0.09% | 0.09% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REYL & Cie S.A. | History | No change | 11,220 | 593 | 0.68% | 0.68% | 218 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 13,028 | 593 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,986 | 591 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Embree Financial Group | History | No change | 12,957 | 589 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 11,155 | 588 | 0.39% | 0.39% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 12,820 | 583 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 12,744 | 580 | 0.08% | 0.08% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aspen Grove Capital, LLC | History | No change | 12,655 | 576 | 0.08% | 0.08% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,609 | 573 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 12,597 | 573 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Maridea Wealth Management LLC | History | No change | 12,595 | 573 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horrell Capital Management, Inc. | History | Added to | 8,867 | 572 | 0.3% | 0.18% | 229 | +300 | 3.5% | Q3 2026 | Oct 08, 2026 |
| Apella Capital, LLC | History | Added to | 8,756 | 563 | 0.01% | 0.01% | 231 | +75 | 0.86% | Q3 2026 | Oct 08, 2026 |
| National Philanthropic Trust | History | No change | 12,389 | 563 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 11,629 | 560 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 12,159 | 553 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Formidable Asset Management, LLC | History | No change | 10,500 | 553 | 0.09% | 0.09% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fortis Capital Management LLC | History | No change | 12,161 | 553 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empower Advisory Group, LLC | History | No change | 12,125 | 551 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 12,120 | 551 | 0.33% | 0.33% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 11,750 | 534 | 0.08% | 0.08% | 238 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 8,274 | 534 | 0.26% | 0.19% | 239 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 11,620 | 529 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 11,600 | 528 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 11,580 | 527 | 0.48% | 0.48% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PKS Advisory Services, LLC | History | No change | 11,488 | 522 | 0.08% | 0.08% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 11,460 | 521 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berger Financial Group, Inc | History | No change | 11,439 | 520 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HFG Wealth Management, LLC | History | No change | 11,320 | 515 | 0.52% | 0.52% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 11,252 | 512 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essex Financial Services, Inc. | History | No change | 11,223 | 510 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 10,910 | 510 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 10,997 | 500 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 10,993 | 500 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 10,926 | 497 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 10,934 | 497 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 10,894 | 495 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,807 | 491 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 10,556 | 481 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 10,410 | 474 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 10,249 | 466 | 0.21% | 0.21% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 10,229 | 465 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 10,182 | 463 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 7,139 | 461 | 0.1% | 0.09% | 261 | -1,805 | -20.18% | Q3 2026 | Oct 01, 2026 |
| Keystone Global Partners, LLC | History | No change | 10,147 | 461 | 0.17% | 0.17% | 262 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 10,116 | 460 | 0.34% | 0.34% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 10,085 | 459 | 0.17% | 0.17% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New Republic Capital, LLC | History | No change | 10,040 | 457 | 0.11% | 0.11% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Oxbow Advisors, LLC | History | No change | 10,000 | 455 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZEGA Investments, LLC | History | No change | 10,000 | 455 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| National Wealth Management Group, LLC | History | No change | 9,992 | 454 | 0.14% | 0.14% | 268 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9,946 | 452 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 9,922 | 451 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 9,911 | 451 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sage Investment Advisers LLC | History | No change | 9,900 | 450 | 0.3% | 0.3% | 272 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 9,802 | 446 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 9,793 | 445 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9,750 | 443 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RVW Wealth, LLC | History | No change | 6,872 | 443 | 0.03% | 0.02% | 276 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| FMR LLC | History | No change | 9,642 | 438 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 9,569 | 435 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 8,996 | 433 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| United Advisor Group, LLC | History | No change | 9,530 | 433 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 9,531 | 433 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 6,673 | 431 | 0.01% | 0.01% | 282 | -27 | -0.4% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 9,421 | 428 | 0.05% | 0.05% | 283 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 9,397 | 427 | 0.08% | 0.08% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 9,344 | 425 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 9,178 | 417 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Modern Wealth Management, LLC | History | No change | 8,831 | 401 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 6,143 | 396 | 0.01% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 8,665 | 394 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kathmere Capital Management, LLC | History | No change | 8,539 | 388 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | No change | 8,492 | 386 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 8,467 | 385 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bison Wealth, LLC | History | No change | 7,740 | 382 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MADDEN SECURITIES Corp | History | No change | 8,385 | 381 | 0.11% | 0.11% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rathbones Group PLC | History | No change | 8,330 | 379 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 8,281 | 379 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Assets Advisory, LLC | History | No change | 8,065 | 376 | 0.08% | 0.08% | 297 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 8,225 | 374 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,167 | 372 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,387 | 370 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 8,097 | 368 | 0.06% | 0.06% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 7,984 | 363 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 7,993 | 363 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cannell & Spears LLC | History | No change | 7,765 | 353 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Wealth Services, LLC | History | No change | 7,762 | 353 | 0.04% | 0.04% | 305 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Westmount Partners, LLC | History | No change | 7,764 | 353 | 0.08% | 0.08% | 306 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 7,705 | 350 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VISTA FINANCE, LLC | History | No change | 7,632 | 347 | 0.19% | 0.19% | 308 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MRP Capital Investments, LLC | History | No change | 7,590 | 345 | 0.25% | 0.25% | 309 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | No change | 7,585 | 345 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Advisors Network LLC | History | No change | 7,543 | 343 | 0.02% | 0.02% | 311 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,461 | 339 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 7,151 | 332 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verity Asset Management, Inc. | History | No change | 7,266 | 330 | 0.12% | 0.12% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 7,255 | 330 | 0.04% | 0.04% | 315 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mutual Advisors, LLC | History | No change | 7,190 | 327 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 7,189 | 327 | 0.05% | 0.05% | 317 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fort Point Capital Partners LLC | History | No change | 7,156 | 325 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 6,972 | 317 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIGHTON JONES LLC | History | No change | 6,949 | 316 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUREfi Wealth, LLC | History | No change | 6,945 | 316 | 0.17% | 0.17% | 321 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| International Private Wealth Advisors LLC | History | No change | 6,950 | 316 | 0.16% | 0.16% | 322 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 6,880 | 313 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 6,823 | 310 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 6,710 | 305 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 6,671 | 303 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Foundation Wealth Management, LLC | History | No change | 6,647 | 302 | 0.18% | 0.18% | 327 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHANNEL WEALTH LLC | History | No change | 6,648 | 302 | 0.07% | 0.07% | 328 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 6,570 | 299 | 0.09% | 0.09% | 329 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 6,570 | 299 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| World Investment Advisors | History | No change | 5,662 | 297 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NCM Capital Management, LLC | History | No change | 6,523 | 296 | 0.09% | 0.09% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 6,485 | 295 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avior Wealth Management, LLC | History | No change | 6,476 | 294 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Secure Asset Management, LLC | History | No change | 6,437 | 293 | 0.04% | 0.04% | 335 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stephenson & Company, Inc. | History | No change | 6,400 | 291 | 0.14% | 0.14% | 336 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 6,373 | 290 | 0.08% | 0.08% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 6,165 | 288 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 6,348 | 288 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharper & Granite LLC | History | No change | 6,330 | 288 | 0.09% | 0.09% | 340 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Csenge Advisory Group | History | No change | 6,308 | 287 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Family Offices, LLP | History | No change | 6,325 | 287 | 0.11% | 0.11% | 342 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 6,325 | 287 | 0.11% | 0.11% | 343 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| IFP Advisors, Inc | History | No change | 6,286 | 286 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Evercore Wealth Management, LLC | History | No change | 6,250 | 284 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 6,240 | 284 | 0.15% | 0.15% | 346 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 6,226 | 283 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 6,205 | 282 | 0.03% | 0.03% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equita Financial Network, Inc. | History | No change | 6,157 | 280 | 0.08% | 0.08% | 349 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Capital Advisory, LLC | History | No change | 6,170 | 280 | 0.1% | 0.1% | 350 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COFG Advisors, LLC | History | No change | 6,162 | 280 | 0.05% | 0.05% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 6,110 | 278 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trevian Wealth Management LLC | History | No change | 6,115 | 278 | 0.12% | 0.12% | 353 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Composition Wealth, LLC | History | No change | 6,064 | 276 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 6,070 | 276 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenline Wealth Management LLC | History | No change | 6,083 | 276 | 0.23% | 0.23% | 356 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BESSEMER GROUP INC | History | No change | 5,986 | 272 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 5,985 | 272 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,959 | 271 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Garde Capital, Inc. | History | No change | 5,912 | 269 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 5,800 | 264 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SouthState Bank Corp | History | No change | 5,765 | 262 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,736 | 261 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 5,741 | 261 | 0.05% | 0.05% | 364 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IPG Investment Advisors LLC | History | No change | 5,720 | 260 | 0.04% | 0.04% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 5,716 | 260 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,356 | 260 | 0.04% | 0.04% | 367 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,560 | 258 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Magnus Financial Group LLC | History | No change | 5,638 | 256 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 5,612 | 255 | 0.11% | 0.11% | 370 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 5,565 | 253 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,543 | 252 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RMR Wealth Builders | History | No change | 5,545 | 252 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 5,523 | 251 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Traynor Capital Management, Inc. | History | No change | 5,489 | 249 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 5,451 | 248 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 5,460 | 248 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Second Half Financial Partners, LLC | History | No change | 5,390 | 245 | 0.1% | 0.1% | 378 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 5,370 | 244 | 0.03% | 0.03% | 379 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brookwood Investment Group LLC | History | No change | 5,370 | 244 | 0.03% | 0.03% | 380 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 5,350 | 243 | 0.13% | 0.13% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 5,337 | 242 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneAscent Financial Services LLC | History | No change | 5,278 | 240 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 5,293 | 240 | 0.1% | 0.1% | 384 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,255 | 239 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ROCKLAND TRUST CO | History | New | 3,700 | 238 | 0.01% | — | 386 | +3,700 | New | Q3 2026 | Oct 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5,216 | 237 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HOWE & RUSLING INC | History | No change | 5,176 | 235 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Analytics Partners, LLC | History | No change | 4,710 | 235 | 0.09% | 0.09% | 389 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,124 | 233 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,095 | 232 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 5,065 | 230 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,058 | 230 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 5,057 | 230 | 0.05% | 0.05% | 394 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,962 | 230 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silicon Valley Capital Partners | History | No change | 5,050 | 229 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 5,050 | 229 | 0.12% | 0.12% | 397 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ridgepath Capital Management LLC | History | No change | 5,024 | 228 | 0.1% | 0.1% | 398 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 5,000 | 227 | 0.06% | 0.06% | 399 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 4,994 | 227 | 0.09% | 0.09% | 400 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CMG Global Holdings, LLC | History | No change | 4,950 | 225 | 0.1% | 0.1% | 401 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 4,940 | 224 | 0.12% | 0.12% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,830 | 219 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 3,390 | 218 | 0.19% | — | 406 | +3,390 | New | Q3 2026 | Oct 09, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,809 | 218 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Harvest Investment Services, LLC | History | No change | 4,794 | 218 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED REEF ADVISORS LLC | History | No change | 4,777 | 217 | 0.2% | 0.2% | 407 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 815 | 216 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 4,755 | 216 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Snowden Capital Advisors LLC | History | No change | 4,718 | 214 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Narus Financial Partners, LLC | History | No change | 4,662 | 212 | 0.05% | 0.05% | 411 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 4,305 | 212 | 0.03% | 0.03% | 412 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 4,665 | 212 | 0.05% | 0.05% | 413 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisor OS, LLC | History | No change | 4,651 | 211 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 4,608 | 209 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PlanVest Financial, Inc | History | No change | 4,583 | 208 | 0.14% | 0.14% | 416 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 4,569 | 207 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 4,561 | 207 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Edge Wealth Management LLC | History | No change | 4,538 | 206 | 0.03% | 0.03% | 419 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 4,770 | 206 | 0.07% | 0.07% | 420 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TrueWealth Advisors, LLC | History | New | 3,185 | 205 | 0.05% | — | 423 | +3,185 | New | Q3 2026 | Oct 08, 2026 |
| Triton Wealth Management, PLLC | History | No change | 4,255 | 205 | 0.06% | 0.06% | 421 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 4,504 | 205 | 0.08% | 0.08% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEADINVEST, LLC | History | No change | 4,500 | 204 | 0.04% | 0.04% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIMA LLC | History | No change | 4,477 | 203 | 0.2% | 0.2% | 425 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lifeworks Advisors, LLC | History | No change | 4,456 | 202 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,429 | 201 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 4,424 | 201 | 0.07% | 0.07% | 428 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 4,405 | 201 | 0.02% | 0.02% | 429 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Financial Partners, LLC | History | No change | 4,423 | 201 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 4,414 | 200 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | No change | 4,411 | 200 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 3,854 | 175 | 0.08% | 0.08% | 433 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,560 | 162 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 3,382 | 153 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,284 | 149 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| CENTRAL TRUST Co | History | No change | 3,204 | 145 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sankala Group LLC | History | No change | 2,914 | 145 | 0.1% | 0.1% | 438 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,072 | 139 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,942 | 133 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 2,839 | 129 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 2,707 | 123 | 0.03% | 0.03% | 442 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avalon Trust Co | History | No change | 2,670 | 121 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 2,290 | 113 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bullock Wealth Management Group | History | Added to | 1,659 | 108 | 0.04% | 0.03% | 445 | +17 | 1.04% | Q3 2026 | Oct 09, 2026 |
| WHITTIER TRUST CO | History | No change | 2,184 | 107 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CX Institutional | History | New | 1,625 | 105 | 0.0% | — | 448 | +1,625 | New | Q3 2026 | Oct 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,327 | 105 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,304 | 104 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,295 | 104 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,210 | 100 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,195 | 99 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2,168 | 98 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UMB Bank, n.a. | History | No change | 2,145 | 97 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 2,129 | 96 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,097 | 95 | 0.03% | 0.03% | 456 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,007 | 91 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fairscale Capital, LLC | History | No change | 2,003 | 91 | 0.05% | 0.05% | 458 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | No change | 1,896 | 86 | 0.02% | 0.02% | 459 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,835 | 83 | 0.05% | 0.05% | 460 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1,765 | 80 | 0.09% | 0.09% | 461 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 1,750 | 79 | 0.02% | 0.02% | 462 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,648 | 75 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,141 | 73 | 0.01% | 0.0% | 464 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Colonial Trust Advisors | History | No change | 1,610 | 73 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Planning Strategies Inc. | History | No change | 1,125 | 72 | 0.04% | 0.03% | 466 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,512 | 68 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vision Retirement, LLC | History | No change | 1,512 | 68 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,031 | 66 | 0.0% | 0.0% | 469 | -163 | -13.65% | Q3 2026 | Oct 08, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,450 | 66 | 0.04% | 0.04% | 470 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,444 | 65 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,418 | 64 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATWOOD & PALMER INC | History | No change | 986 | 63 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| YANKCOM Partnership | History | No change | 1,400 | 63 | 0.02% | 0.02% | 474 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,352 | 61 | 0.02% | 0.02% | 475 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,300 | 59 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| POM Investment Strategies, LLC | History | No change | 1,225 | 55 | 0.06% | 0.06% | 477 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 1,274 | 53 | 0.02% | 0.02% | 478 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JDM Financial Group LLC | History | No change | 1,183 | 53 | 0.02% | 0.02% | 479 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Trust Co | History | No change | 776 | 50 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,061 | 48 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MTM Investment Management, LLC | History | No change | 1,049 | 47 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dunhill Financial, LLC | History | No change | 1,006 | 45 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walsh & Associates, LLC | History | No change | 1,000 | 45 | 0.04% | 0.04% | 484 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 983 | 44 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 946 | 43 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 936 | 42 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 914 | 41 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arlington Trust Co LLC | History | No change | 904 | 41 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Intesa Sanpaolo S.p.A. | History | No change | 871 | 39 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Planning Group LLC | History | No change | 778 | 39 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ST GERMAIN D J CO INC | History | No change | 833 | 37 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 800 | 36 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | No change | 750 | 34 | 0.02% | 0.02% | 494 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 737 | 33 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 746 | 33 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Roble, Belko & Company, Inc | History | No change | 700 | 32 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 723 | 32 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 645 | 32 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Noble Wealth Management PBC | History | No change | 503 | 32 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Redwood Park Advisors LLC | History | No change | 710 | 32 | 0.02% | 0.02% | 501 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | No change | 675 | 30 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avion Wealth | History | No change | 676 | 30 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 677 | 30 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 678 | 30 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 453 | 29 | 0.0% | 0.0% | 507 | +3 | 0.67% | Q3 2026 | Oct 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 657 | 29 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 539 | 24 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hurley Capital, LLC | History | No change | 517 | 23 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 500 | 22 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 502 | 22 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 500 | 22 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 480 | 21 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHL GROUP, LLC | History | No change | 468 | 21 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 448 | 20 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 438 | 19 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 425 | 19 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 400 | 19 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 415 | 18 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Osbon Capital Management LLC | History | No change | 385 | 17 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 353 | 16 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 359 | 16 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 361 | 16 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Perspectives, Inc | History | No change | 353 | 16 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westfuller Advisors, LLC | History | No change | 361 | 16 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forum Finance Group S.A. | History | No change | 440 | 16 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 227 | 14 | 0.0% | 0.0% | 527 | -250 | -52.41% | Q3 2026 | Oct 05, 2026 |
| High Note Wealth, LLC | History | No change | 327 | 14 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lodestone Wealth Management LLC | History | No change | 308 | 14 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 314 | 14 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financially Speaking Inc | History | No change | 275 | 14 | 0.07% | 0.07% | 531 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 327 | 14 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strive Financial Group ,LLC | History | No change | 329 | 14 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 300 | 13 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MCF Advisors LLC | History | No change | 292 | 13 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeSteps Financial, Inc. | History | No change | 296 | 13 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PFS Partners, LLC | History | No change | 292 | 13 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 269 | 12 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pacific Center for Financial Services | History | No change | 280 | 12 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Activest Wealth Management | History | No change | 270 | 12 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Crewe Advisors LLC | History | No change | 262 | 11 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 250 | 11 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kilter Group LLC | History | No change | 251 | 11 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 221 | 10 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NVWM, LLC | History | No change | 228 | 10 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 220 | 10 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 235 | 10 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SWAN Capital LLC | History | No change | 237 | 10 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 229 | 10 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Life Planners | History | No change | 224 | 10 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 210 | 9 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 205 | 9 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | No change | 192 | 9 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Versant Capital Management, Inc | History | No change | 151 | 9 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 209 | 9 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 206 | 9 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Key Capital Management, INC | History | No change | 212 | 9 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Burnham & Co LLC | History | No change | 200 | 9 | 0.01% | 0.01% | 558 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 190 | 8 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 182 | 8 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 192 | 8 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 118 | 7 | 0.0% | — | 566 | +118 | New | Q3 2026 | Oct 07, 2026 |
| Axiom Investment Management LLC | History | No change | 170 | 7 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 175 | 7 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 160 | 7 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 160 | 7 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 150 | 6 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 144 | 6 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 140 | 6 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quaker Wealth Management, LLC | History | No change | 149 | 6 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 145 | 6 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 100 | 6 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 121 | 5 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 86 | 5 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abound Wealth Management | History | No change | 122 | 5 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 129 | 5 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITY HOLDING CO | History | No change | 100 | 4 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 100 | 4 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 107 | 4 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 100 | 4 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 100 | 4 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 100 | 4 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Graney & King, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boreal Capital Management LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 70 | 3 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cheviot Value Management, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 66 | 3 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Caitlin John, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GK Wealth Management LLC | History | New | 37 | 2 | 0.0% | — | 600 | +37 | New | Q3 2026 | Oct 09, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 65 | 2 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 60 | 2 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Front Row Advisors LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gen-Wealth Partners Inc | History | No change | 60 | 2 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coastline Trust Co | History | No change | 22 | 1 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Friedenthal Financial | History | No change | 33 | 1 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 40 | 1 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CVA Family Office, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allied Private Wealth LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Go Invest LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -866 | -100.0% | Q3 2026 | Oct 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPL Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |