FIRST TRUST EXCHANGE-TRADED FUND II - GRID
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 3,760,565 | 721,088 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,679,859 | 513,862 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,429,772 | 465,908 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,977,757 | 379,234 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,750,214 | 335,603 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,298,789 | 249,042 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,164,931 | 224,926 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL PLC | History | No change | 809,658 | 155,251 | 0.85% | 0.85% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 752,000 | 144,197 | 0.65% | 0.65% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 750,476 | 143,903 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | History | No change | 75,140 | 133,080 | 3.02% | 7.35% | 11 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 560,280 | 107,435 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 430,096 | 82,470 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIL Ltd | History | No change | 419,130 | 80,368 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 450,810 | 79,843 | 0.18% | 0.17% | 15 | +57,659 | 14.67% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 412,623 | 79,157 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 389,588 | 74,703 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 386,989 | 74,205 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 369,581 | 65,456 | 0.09% | 0.08% | 19 | +53,292 | 16.85% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 339,050 | 65,032 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 349,709 | 64,734 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 290,878 | 55,775 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Treasurer of the State of North Carolina | History | No change | 259,526 | 49,764 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 268,267 | 47,512 | 0.14% | 0.13% | 24 | +51,638 | 23.84% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Added to | 257,335 | 45,576 | 0.44% | 0.48% | 25 | +8,070 | 3.24% | Q3 2026 | Oct 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 253,753 | 44,942 | 0.69% | 0.72% | 26 | +15,243 | 6.39% | Q3 2026 | Oct 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 251,434 | 44,531 | 3.05% | 3.71% | 27 | -19,116 | -7.07% | Q3 2026 | Oct 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 225,107 | 43,164 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 234,602 | 41,550 | 0.27% | 0.3% | 29 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 215,906 | 38,239 | 4.8% | 5.03% | 30 | +9,188 | 4.44% | Q3 2026 | Oct 19, 2026 |
| CITIGROUP INC | History | Added to | 211,900 | 37,529 | 0.01% | 0.01% | 31 | +19,501 | 10.14% | Q3 2026 | Nov 04, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 198,000 | 35,067 | 5.32% | 5.0% | 32 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 152,861 | 28,793 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ayalon Insurance Comp Ltd. | History | New | 161,110 | 28,534 | 2.37% | — | 34 | +161,110 | New | Q3 2026 | Oct 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 146,059 | 28,006 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 149,482 | 26,474 | 1.21% | 1.32% | 36 | +10,044 | 7.2% | Q3 2026 | Oct 28, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 134,553 | 25,800 | 0.41% | 0.41% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 132,622 | 25,430 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 131,570 | 25,228 | 0.33% | 0.33% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 138,100 | 24,458 | 0.03% | 0.02% | 40 | +36,200 | 35.53% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 120,136 | 23,036 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Presidio Capital Management, LLC | History | No change | 116,384 | 22,316 | 5.58% | 5.58% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 114,667 | 21,987 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 111,625 | 21,488 | 0.88% | 0.88% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 116,568 | 20,645 | 0.02% | 0.03% | 45 | +7,005 | 6.39% | Q3 2026 | Oct 30, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 100,495 | 19,251 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 97,712 | 18,736 | 0.11% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 94,818 | 18,181 | 1.67% | 1.67% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 94,748 | 18,167 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CacheTech Inc. | History | No change | 93,509 | 17,930 | 2.9% | 2.9% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Adams Wealth Management | History | No change | 87,135 | 16,708 | 3.2% | 3.2% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 87,050 | 16,691 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 86,788 | 16,641 | 0.52% | 0.52% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 84,636 | 16,228 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 83,910 | 16,089 | 0.38% | 0.38% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 360 Financial, Inc. | History | No change | 80,992 | 15,530 | 3.94% | 3.94% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 84,381 | 14,944 | 0.76% | 0.84% | 57 | -727 | -0.85% | Q3 2026 | Oct 16, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | New | 82,078 | 14,536 | 2.05% | — | 58 | +82,078 | New | Q3 2026 | Oct 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 80,781 | 14,307 | 0.14% | 0.14% | 59 | +5,307 | 7.03% | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | Added to | 80,190 | 14,202 | 0.02% | 0.02% | 60 | +13,019 | 19.38% | Q3 2026 | Oct 21, 2026 |
| Maniro Ltd | History | No change | 71,067 | 13,627 | 3.06% | 3.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 70,671 | 13,551 | 0.16% | 0.16% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 69,831 | 13,390 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 75,086 | 13,298 | 2.4% | 2.41% | 64 | +4,778 | 6.8% | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 68,169 | 13,071 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Swift Group, LLC | History | No change | 65,022 | 12,467 | 1.8% | 1.8% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 70,082 | 12,412 | 0.07% | 0.07% | 67 | +6,472 | 10.17% | Q3 2026 | Oct 27, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 69,851 | 12,371 | 4.42% | 4.38% | 68 | +1,800 | 2.65% | Q3 2026 | Oct 06, 2026 |
| Crumly & Associates Inc. | History | Added to | 69,834 | 12,368 | 2.19% | 2.13% | 69 | +11,739 | 20.21% | Q3 2026 | Oct 07, 2026 |
| Hobart Private Capital, LLC | History | Added to | 66,716 | 11,816 | 2.0% | 2.15% | 70 | +1,484 | 2.27% | Q3 2026 | Oct 19, 2026 |
| Prospera Financial Services Inc | History | Added to | 71,496 | 11,773 | 0.15% | 0.13% | 71 | +25,184 | 54.38% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 61,307 | 11,755 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 64,783 | 11,473 | 0.76% | 0.9% | 73 | -7,634 | -10.54% | Q3 2026 | Oct 08, 2026 |
| Csenge Advisory Group | History | Added to | 64,109 | 11,354 | 0.45% | 0.29% | 74 | +26,435 | 70.17% | Q3 2026 | Nov 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 59,709 | 10,575 | 0.06% | 0.07% | 75 | +5,133 | 9.41% | Q3 2026 | Oct 26, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 59,337 | 10,509 | 2.08% | 1.79% | 76 | +11,734 | 24.65% | Q3 2026 | Oct 13, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 58,999 | 10,449 | 1.25% | 1.73% | 77 | -11,877 | -16.76% | Q3 2026 | Nov 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 58,180 | 10,304 | 0.17% | 0.18% | 78 | +8,184 | 16.37% | Q3 2026 | Oct 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 57,318 | 10,151 | 0.07% | 0.07% | 79 | +12,626 | 28.25% | Q3 2026 | Oct 16, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 56,381 | 9,985 | 5.57% | 5.96% | 80 | +792 | 1.42% | Q3 2026 | Oct 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 52,020 | 9,974 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 51,767 | 9,926 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 55,238 | 9,783 | 0.74% | 0.77% | 83 | -3,851 | -6.52% | Q3 2026 | Oct 13, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 55,100 | 9,758 | 2.79% | 3.03% | 84 | +1,932 | 3.63% | Q3 2026 | Oct 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 54,783 | 9,702 | 0.04% | 0.05% | 85 | -5,672 | -9.38% | Q3 2026 | Oct 28, 2026 |
| PFG Investments, LLC | History | No change | 49,150 | 9,424 | 0.37% | 0.37% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 47,918 | 9,188 | 0.12% | 0.12% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 47,723 | 9,150 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 46,566 | 8,898 | 0.58% | 0.58% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PECAUT & CO. | History | Added to | 50,186 | 8,888 | 2.57% | 2.88% | 90 | +824 | 1.67% | Q3 2026 | Oct 27, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 46,989 | 8,594 | 2.47% | — | 91 | +46,989 | New | Q3 2026 | Oct 09, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 48,303 | 8,554 | 2.56% | 2.42% | 92 | +1,264 | 2.69% | Q3 2026 | Oct 16, 2026 |
| Bogart Wealth, LLC | History | No change | 44,008 | 8,438 | 0.29% | 0.29% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 47,047 | 8,332 | 0.09% | 0.09% | 94 | +3,052 | 6.94% | Q3 2026 | Oct 30, 2026 |
| Rathbones Group PLC | History | No change | 42,600 | 8,168 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 42,308 | 8,112 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 41,257 | 7,911 | 0.88% | 0.88% | 97 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HMS Capital Management, LLC | History | Added to | 44,574 | 7,894 | 2.99% | 2.86% | 98 | +4,690 | 11.76% | Q3 2026 | Oct 20, 2026 |
| MAI Capital Management | History | No change | 41,162 | 7,892 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,400 | 7,746 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 39,224 | 7,521 | 5.39% | 5.39% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 38,943 | 7,467 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 38,923 | 7,464 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 41,997 | 7,438 | 0.29% | 0.35% | 104 | -2,711 | -6.06% | Q3 2026 | Oct 23, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 37,976 | 7,310 | 0.9% | 0.9% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 41,127 | 7,284 | 1.42% | 1.56% | 106 | +152 | 0.37% | Q3 2026 | Oct 16, 2026 |
| Waverly Advisors, LLC | History | No change | 36,379 | 6,975 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 35,499 | 6,840 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 38,481 | 6,815 | 0.07% | 0.09% | 109 | -4,693 | -10.87% | Q3 2026 | Oct 26, 2026 |
| Trivium Point Advisory, LLC | History | No change | 35,350 | 6,778 | 0.61% | 0.61% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 33,940 | 6,508 | 1.45% | 1.45% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Wealth Advisors, LLC | History | No change | 33,567 | 6,436 | 1.65% | 1.65% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SageGuard Financial Group, LLC | History | No change | 33,161 | 6,358 | 0.89% | 0.89% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 35,408 | 6,271 | 0.11% | 0.11% | 114 | +4,061 | 12.95% | Q3 2026 | Oct 13, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 35,184 | 6,231 | 1.1% | 1.23% | 115 | -948 | -2.62% | Q3 2026 | Oct 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 34,473 | 6,105 | 0.16% | 0.11% | 116 | +11,797 | 52.02% | Q3 2026 | Oct 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 33,965 | 6,015 | 3.26% | 3.83% | 117 | -40 | -0.12% | Q3 2026 | Oct 27, 2026 |
| WCG Wealth Advisors LLC | History | No change | 31,171 | 5,977 | 0.14% | 0.14% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graney & King, LLC | History | No change | 30,864 | 5,918 | 2.13% | 2.13% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 33,285 | 5,895 | 0.15% | 0.15% | 120 | +2,439 | 7.91% | Q3 2026 | Oct 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 30,669 | 5,880 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABLE Financial Group, LLC | History | Added to | 32,791 | 5,807 | 0.91% | 1.01% | 122 | +1,250 | 3.96% | Q3 2026 | Oct 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 32,633 | 5,779 | 0.59% | 0.54% | 123 | +3,871 | 13.46% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 32,239 | 5,764 | 0.34% | 0.35% | 124 | +1,237 | 3.99% | Q3 2026 | Nov 02, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 32,163 | 5,696 | 3.25% | 3.2% | 125 | +2,443 | 8.22% | Q3 2026 | Oct 19, 2026 |
| Sigma Planning Corp | History | Added to | 32,180 | 5,690 | 0.15% | 0.13% | 126 | +4,516 | 16.32% | Q3 2026 | Oct 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 29,643 | 5,684 | 0.38% | 0.38% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Biltmore Family Office, LLC | History | Added to | 31,841 | 5,639 | 0.75% | 0.29% | 128 | +20,186 | 173.2% | Q3 2026 | Nov 03, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 29,197 | 5,598 | 1.02% | 1.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RFG Advisory, LLC | History | Added to | 31,599 | 5,596 | 0.08% | 0.07% | 130 | +9,709 | 44.35% | Q3 2026 | Nov 03, 2026 |
| VVR Holdings LLC | History | Added to | 31,045 | 5,498 | 2.27% | 1.67% | 131 | +10,857 | 53.78% | Q3 2026 | Oct 19, 2026 |
| Norris Financial Group, LLC | History | No change | 28,249 | 5,416 | 2.16% | 2.16% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 27,953 | 5,360 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 29,689 | 5,258 | 1.8% | 1.77% | 134 | +2,279 | 8.31% | Q3 2026 | Oct 20, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 29,680 | 5,256 | 1.53% | 1.97% | 135 | -5,470 | -15.56% | Q3 2026 | Oct 16, 2026 |
| Eagle Strategies LLC | History | Reduced | 29,439 | 5,214 | 0.51% | 0.56% | 136 | -6 | -0.02% | Q3 2026 | Oct 16, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 29,156 | 5,163 | 2.44% | 2.42% | 137 | +2,298 | 8.56% | Q3 2026 | Oct 15, 2026 |
| Owen LaRue, LLC | History | No change | 26,584 | 5,097 | 1.77% | 1.77% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 25,991 | 4,985 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| StoneX Group Inc. | History | Added to | 28,022 | 4,962 | 0.18% | 0.17% | 140 | +5,618 | 25.08% | Q3 2026 | Nov 03, 2026 |
| Oxford Wealth Group, LLC | History | No change | 25,848 | 4,956 | 2.22% | 2.22% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 25,801 | 4,947 | 0.16% | 0.16% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 25,582 | 4,905 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | No change | 25,548 | 4,898 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 25,303 | 4,851 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 25,386 | 4,849 | 0.99% | 0.99% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hamilton Wealth, LLC | History | No change | 24,843 | 4,763 | 0.87% | 0.87% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BIP Wealth, LLC | History | Added to | 26,846 | 4,754 | 0.13% | 0.14% | 148 | +1,999 | 8.05% | Q3 2026 | Oct 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 25,078 | 4,749 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 24,340 | 4,667 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arch Global Advisors, LLC | History | Added to | 26,281 | 4,654 | 1.94% | 2.08% | 151 | +1,777 | 7.25% | Q3 2026 | Oct 23, 2026 |
| Concorde Asset Management, LLC | History | No change | 23,869 | 4,576 | 2.65% | 2.65% | 152 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 23,827 | 4,568 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 23,603 | 4,525 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,518 | 4,519 | 0.07% | 0.08% | 155 | +702 | 2.83% | Q3 2026 | Oct 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 23,521 | 4,510 | 0.17% | 0.17% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hedeker Wealth, LLC | History | Added to | 25,445 | 4,506 | 0.83% | 0.87% | 157 | +1,571 | 6.58% | Q3 2026 | Oct 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 24,800 | 4,392 | 0.33% | 0.49% | 158 | -14,689 | -37.2% | Q3 2026 | Oct 28, 2026 |
| Cumberland Partners Ltd | History | No change | 22,596 | 4,332 | 0.28% | 0.28% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 22,174 | 4,251 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | New | 23,926 | 4,237 | 0.05% | — | 161 | +23,926 | New | Q3 2026 | Nov 03, 2026 |
| GTS SECURITIES LLC | History | No change | 21,540 | 4,130 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 21,210 | 4,067 | 0.14% | 0.14% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 22,772 | 4,033 | 2.23% | 3.78% | 164 | -9,650 | -29.76% | Q3 2026 | Oct 29, 2026 |
| Spire Wealth Management | History | Added to | 22,740 | 4,027 | 0.12% | 0.1% | 165 | +5,187 | 29.55% | Q3 2026 | Oct 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 20,716 | 3,972 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 20,370 | 3,906 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 19,921 | 3,819 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 21,544 | 3,815 | 2.89% | 2.49% | 169 | +4,893 | 29.39% | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,328 | 3,706 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 19,290 | 3,698 | 0.9% | 0.9% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Added to | 20,260 | 3,588 | 1.39% | 1.5% | 172 | +835 | 4.3% | Q3 2026 | Oct 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 19,703 | 3,489 | 0.19% | 0.19% | 173 | +1,561 | 8.6% | Q3 2026 | Oct 26, 2026 |
| Summit Financial, LLC | History | No change | 17,993 | 3,450 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 17,907 | 3,433 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,358 | 3,428 | 0.14% | 0.16% | 176 | +289 | 1.52% | Q3 2026 | Nov 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 17,800 | 3,413 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 17,700 | 3,394 | 0.37% | 0.37% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 17,172 | 3,292 | 1.02% | 1.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,586 | 3,291 | 0.04% | 0.05% | 180 | +1,405 | 8.18% | Q3 2026 | Nov 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 18,569 | 3,288 | 0.06% | 0.05% | 181 | +3,032 | 19.51% | Q3 2026 | Oct 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,564 | 3,287 | 0.14% | 0.15% | 182 | +2,962 | 18.98% | Q3 2026 | Oct 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,947 | 3,249 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 18,218 | 3,226 | 0.32% | 0.66% | 184 | -19,594 | -51.82% | Q3 2026 | Oct 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 16,632 | 3,189 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 17,703 | 3,135 | 1.69% | 1.78% | 186 | -1,145 | -6.07% | Q3 2026 | Oct 29, 2026 |
| Triumph Capital Management | History | Added to | 17,592 | 3,115 | 0.54% | 0.58% | 187 | +869 | 5.2% | Q3 2026 | Oct 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,990 | 3,066 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 17,231 | 3,051 | 0.07% | 0.09% | 189 | -1,031 | -5.65% | Q3 2026 | Nov 04, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 16,986 | 3,008 | 0.36% | 0.34% | 190 | +2,156 | 14.54% | Q3 2026 | Oct 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 15,537 | 2,979 | 0.1% | 0.1% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 16,607 | 2,941 | 0.7% | 0.73% | 192 | +966 | 6.18% | Q3 2026 | Oct 09, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 16,066 | 2,845 | 1.12% | 1.21% | 193 | +1,625 | 11.25% | Q3 2026 | Nov 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,073 | 2,792 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 15,536 | 2,751 | 0.3% | 0.26% | 195 | +3,677 | 31.01% | Q3 2026 | Oct 30, 2026 |
| Capital Wealth Alliance, LLC | History | New | 15,288 | 2,707 | 1.18% | — | 196 | +15,288 | New | Q3 2026 | Oct 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 14,080 | 2,699 | 0.16% | 0.16% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 14,006 | 2,685 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 13,786 | 2,643 | 0.26% | 0.26% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 14,739 | 2,610 | 1.29% | 1.25% | 200 | +519 | 3.65% | Q3 2026 | Oct 27, 2026 |
| VestGen Advisors, LLC | History | Added to | 14,734 | 2,609 | 0.08% | 0.08% | 201 | +717 | 5.12% | Q3 2026 | Oct 27, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 13,578 | 2,603 | 1.99% | 1.99% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 13,525 | 2,593 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,565 | 2,579 | 0.08% | 0.03% | 204 | +10,093 | 225.69% | Q3 2026 | Oct 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 14,538 | 2,574 | 0.1% | 0.12% | 205 | -1,462 | -9.14% | Q3 2026 | Nov 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 14,526 | 2,572 | 0.23% | 0.36% | 206 | -5,827 | -28.63% | Q3 2026 | Nov 02, 2026 |
| Sage Capital Management, LLC | History | Added to | 14,519 | 2,572 | 0.98% | 1.09% | 207 | +14 | 0.1% | Q3 2026 | Oct 20, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 14,436 | 2,556 | 1.91% | 2.04% | 208 | +113 | 0.79% | Q3 2026 | Nov 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 12,986 | 2,490 | 0.12% | 0.12% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,013 | 2,481 | 0.03% | 0.03% | 210 | +545 | 4.05% | Q3 2026 | Oct 23, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 13,983 | 2,476 | 0.22% | 0.2% | 211 | +2,112 | 17.79% | Q3 2026 | Nov 02, 2026 |
| Fire Capital Management LLC | History | Added to | 13,828 | 2,449 | 0.64% | 0.78% | 212 | +3,818 | 38.14% | Q3 2026 | Oct 27, 2026 |
| Wiser Advisor Group LLC | History | No change | 12,767 | 2,447 | 2.68% | 2.68% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 12,579 | 2,412 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,569 | 2,409 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dakota Wealth Management | History | No change | 12,301 | 2,358 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 13,312 | 2,357 | 0.04% | 0.05% | 217 | -47 | -0.35% | Q3 2026 | Oct 16, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 17,810 | 2,348 | 1.36% | 1.46% | 218 | +135 | 0.76% | Q3 2026 | Nov 03, 2026 |
| Moran Wealth Management, LLC | History | Added to | 12,881 | 2,281 | 0.06% | 0.06% | 219 | +872 | 7.26% | Q3 2026 | Oct 22, 2026 |
| Montis Financial, LLC | History | Reduced | 12,354 | 2,188 | 0.45% | 0.5% | 220 | -414 | -3.24% | Q3 2026 | Nov 04, 2026 |
| TradeWell Securities, LLC. | History | Added to | 12,022 | 2,129 | 0.72% | 0.66% | 221 | +2,406 | 25.02% | Q3 2026 | Oct 21, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,865 | 2,083 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 10,294 | 1,973 | 0.63% | 0.63% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Advisors Inc. | History | Added to | 11,102 | 1,966 | 0.34% | 0.36% | 224 | +317 | 2.94% | Q3 2026 | Oct 19, 2026 |
| James T. Borello RIA | History | No change | 11,039 | 1,955 | 0.41% | 0.46% | 225 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Alpha Financial Partners LLC | History | No change | 10,096 | 1,936 | 1.02% | 1.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waycross Investment Management Co | History | Reduced | 10,929 | 1,935 | 1.56% | 5.76% | 227 | -28,526 | -72.3% | Q3 2026 | Oct 14, 2026 |
| ARS Investment Partners, LLC | History | No change | 9,969 | 1,911 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 10,584 | 1,874 | 1.48% | 1.8% | 229 | -2,497 | -19.09% | Q3 2026 | Oct 09, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 10,572 | 1,872 | 0.55% | 0.54% | 230 | +1,461 | 16.04% | Q3 2026 | Oct 29, 2026 |
| Cottage Street Advisors LLC | History | Added to | 10,551 | 1,868 | 0.72% | 0.59% | 231 | +2,562 | 32.07% | Q3 2026 | Oct 16, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 9,704 | 1,860 | 0.77% | 0.77% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alexis Investment Partners, LLC | History | No change | 9,804 | 1,846 | 1.08% | 1.08% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tradition Wealth Management, LLC | History | No change | 9,503 | 1,822 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantum Private Wealth, LLC | History | Added to | 10,191 | 1,805 | 0.46% | 0.47% | 235 | +603 | 6.29% | Q3 2026 | Oct 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 10,181 | 1,803 | 0.04% | 0.04% | 236 | -101 | -0.98% | Q3 2026 | Nov 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 10,089 | 1,786 | 0.07% | 0.07% | 237 | +837 | 9.05% | Q3 2026 | Oct 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,276 | 1,778 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOS Asset Management, LLC | History | Reduced | 9,989 | 1,769 | 0.41% | 0.46% | 239 | -307 | -2.98% | Q3 2026 | Oct 09, 2026 |
| Signature Equity Partners, LLC | History | Added to | 9,885 | 1,750 | 0.61% | 0.67% | 240 | +2,248 | 29.44% | Q3 2026 | Oct 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 8,994 | 1,724 | 0.71% | 0.71% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 8,767 | 1,681 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LeClair Wealth Partners LLC | History | No change | 8,767 | 1,681 | 0.87% | 0.87% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,837 | 1,675 | 0.12% | 0.1% | 244 | +1,906 | 24.03% | Q3 2026 | Oct 30, 2026 |
| Benson Wealth Management INC | History | No change | 8,574 | 1,644 | 1.65% | 1.65% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Advisor Group, LLC | History | Added to | 9,232 | 1,635 | 0.16% | 0.17% | 246 | +949 | 11.46% | Q3 2026 | Nov 02, 2026 |
| Curran Financial Partners, LLC | History | New | 9,043 | 1,601 | 0.26% | — | 247 | +9,043 | New | Q3 2026 | Nov 04, 2026 |
| Elequin Capital, LP | History | No change | 8,281 | 1,587 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 8,255 | 1,582 | 0.47% | 0.47% | 249 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cedrus Wealth Group LLC | History | No change | 8,242 | 1,580 | 1.38% | 1.38% | 250 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arrowroot Family Office, LLC | History | No change | 8,208 | 1,573 | 0.45% | 0.45% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PKS Advisory Services, LLC | History | No change | 8,193 | 1,572 | 0.25% | 0.25% | 252 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 7,906 | 1,516 | 0.24% | 0.24% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital CS Group, LLC | History | Reduced | 8,533 | 1,511 | 1.12% | 1.44% | 254 | -956 | -10.07% | Q3 2026 | Oct 29, 2026 |
| FMR LLC | History | No change | 7,844 | 1,503 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque Transatlantique SA | History | No change | 7,715 | 1,479 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kovack Advisors, Inc. | History | No change | 7,675 | 1,466 | 0.07% | 0.07% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fortis Group Advisors, LLC | History | No change | 7,646 | 1,466 | 0.23% | 0.23% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 8,214 | 1,454 | 0.06% | 0.07% | 259 | -1,373 | -14.32% | Q3 2026 | Oct 08, 2026 |
| FDx Advisors, Inc. | History | No change | 7,542 | 1,446 | 0.44% | 0.44% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,540 | 1,445 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Addison Advisors LLC | History | No change | 7,540 | 1,445 | 0.68% | 0.68% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concentrum Wealth Management | History | No change | 7,527 | 1,443 | 0.35% | 0.35% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 8,125 | 1,439 | 0.44% | 0.43% | 264 | +511 | 6.71% | Q3 2026 | Oct 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 7,338 | 1,407 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 7,909 | 1,400 | 0.09% | 0.1% | 266 | -63 | -0.79% | Q3 2026 | Oct 08, 2026 |
| Western Wealth Management, LLC | History | No change | 7,264 | 1,392 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 7,197 | 1,380 | 0.09% | 0.09% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 7,196 | 1,379 | 0.43% | 0.43% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 7,781 | 1,378 | 0.0% | 0.0% | 270 | +808 | 11.59% | Q3 2026 | Nov 02, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,054 | 1,352 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 7,604 | 1,346 | 0.22% | 0.25% | 272 | -11 | -0.14% | Q3 2026 | Nov 02, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 7,516 | 1,331 | 0.72% | 0.88% | 273 | -786 | -9.47% | Q3 2026 | Nov 03, 2026 |
| Advisory Services Network, LLC | History | No change | 6,782 | 1,300 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenwich Wealth Management LLC | History | No change | 6,691 | 1,283 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 6,669 | 1,278 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group | History | No change | 6,568 | 1,259 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 7,073 | 1,252 | 0.87% | 0.94% | 278 | -487 | -6.44% | Q3 2026 | Oct 23, 2026 |
| Sonoma Allocations LLC | History | No change | 6,544 | 1,238 | 0.38% | 0.38% | 279 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CPR Investments Inc. | History | Added to | 6,968 | 1,234 | 0.92% | 0.63% | 280 | +2,668 | 62.05% | Q3 2026 | Oct 26, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 6,823 | 1,208 | 0.37% | 0.37% | 281 | +369 | 5.72% | Q3 2026 | Oct 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 6,796 | 1,203 | 0.04% | 0.03% | 282 | +1,877 | 38.16% | Q3 2026 | Oct 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,708 | 1,195 | 0.0% | 0.0% | 283 | -2,158 | -24.34% | Q3 2026 | Oct 13, 2026 |
| IFG Advisory, LLC | History | No change | 6,236 | 1,195 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 6,206 | 1,190 | 0.24% | 0.24% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,691 | 1,185 | 0.01% | 0.01% | 286 | -424 | -5.96% | Q3 2026 | Oct 08, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,176 | 1,184 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,658 | 1,179 | 0.04% | 0.05% | 288 | -1,076 | -13.91% | Q3 2026 | Oct 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 6,116 | 1,172 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 6,025 | 1,155 | 0.25% | 0.25% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 6,490 | 1,149 | 0.94% | 0.7% | 291 | +1,836 | 39.45% | Q3 2026 | Oct 16, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 5,953 | 1,144 | 0.58% | 0.58% | 292 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,884 | 1,128 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,771 | 1,106 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 6,219 | 1,101 | 0.63% | 0.36% | 295 | +2,776 | 80.63% | Q3 2026 | Nov 02, 2026 |
| Intellectus Partners, LLC | History | No change | 5,705 | 1,093 | 0.19% | 0.19% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | No change | 5,704 | 1,093 | 0.12% | 0.12% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Watch Advisors, INC | History | No change | 5,524 | 1,059 | 0.34% | 0.34% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 5,842 | 1,056 | 0.13% | 0.13% | 299 | +104 | 1.81% | Q3 2026 | Oct 16, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 5,915 | 1,047 | 0.46% | 0.48% | 300 | +10 | 0.17% | Q3 2026 | Oct 22, 2026 |
| HERBST GROUP, LLC | History | New | 5,855 | 1,036 | 0.59% | — | 301 | +5,855 | New | Q3 2026 | Oct 20, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 5,832 | 1,032 | 0.7% | 0.75% | 302 | -332 | -5.39% | Q3 2026 | Oct 30, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,332 | 1,022 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Growth Capital LLC | History | Added to | 5,757 | 1,019 | 0.82% | 0.82% | 304 | +132 | 2.35% | Q3 2026 | Oct 15, 2026 |
| Symphony Financial Services, Inc. | History | No change | 5,301 | 1,016 | 0.46% | 0.46% | 305 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN ADVISORY INC | History | No change | 5,246 | 1,005 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | Added to | 5,486 | 1,001 | 0.22% | 0.21% | 307 | +354 | 6.9% | Q3 2026 | Oct 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,623 | 996 | 0.06% | 0.05% | 308 | +1,009 | 21.87% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,500 | 974 | 0.03% | 0.02% | 309 | +1,150 | 26.44% | Q3 2026 | Oct 08, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 5,499 | 973 | 0.11% | 0.12% | 310 | +305 | 5.87% | Q3 2026 | Oct 16, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 5,058 | 969 | 0.29% | 0.29% | 311 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Asset One Wealth Management LLC | History | Added to | 5,417 | 959 | 0.08% | 0.1% | 312 | +325 | 6.38% | Q3 2026 | Nov 02, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 5,382 | 953 | 0.25% | 0.67% | 313 | -8,215 | -60.42% | Q3 2026 | Oct 19, 2026 |
| Vontobel Holding Ltd. | History | Added to | 5,345 | 946 | 0.0% | 0.0% | 314 | +1,432 | 36.6% | Q3 2026 | Oct 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,929 | 945 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARWA LLC | History | Added to | 5,193 | 930 | 0.34% | 0.26% | 316 | +1,616 | 45.18% | Q3 2026 | Oct 21, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 5,225 | 925 | 0.2% | 0.21% | 317 | +114 | 2.23% | Q3 2026 | Oct 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,762 | 913 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 4,734 | 907 | 0.09% | 0.09% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 5,107 | 904 | 0.37% | 0.4% | 320 | +15 | 0.29% | Q3 2026 | Oct 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 5,049 | 894 | 0.01% | — | 321 | +5,049 | New | Q3 2026 | Oct 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 5,047 | 893 | 0.05% | 0.05% | 322 | +477 | 10.44% | Q3 2026 | Oct 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,640 | 889 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,939 | 874 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| McKinney Capital Management, LLC | History | No change | 4,478 | 858 | 0.34% | 0.34% | 325 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 4,462 | 855 | 0.14% | 0.14% | 326 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 4,824 | 854 | 0.31% | 0.32% | 327 | +142 | 3.03% | Q3 2026 | Oct 15, 2026 |
| Indivisible Partners | History | Added to | 4,722 | 836 | 0.04% | 0.02% | 328 | +2,794 | 144.92% | Q3 2026 | Oct 26, 2026 |
| Mason & Associates Inc | History | No change | 4,318 | 827 | 0.13% | 0.13% | 329 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global View Capital Management LLC | History | Added to | 4,663 | 825 | 0.18% | 0.17% | 330 | +414 | 9.74% | Q3 2026 | Oct 28, 2026 |
| Intrua Financial, LLC | History | Reduced | 4,604 | 815 | 0.08% | 0.14% | 331 | -3,183 | -40.88% | Q3 2026 | Oct 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,601 | 814 | 0.0% | 0.0% | 332 | +267 | 6.16% | Q3 2026 | Oct 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,576 | 810 | 0.02% | 0.02% | 333 | +340 | 8.03% | Q3 2026 | Oct 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,215 | 808 | 0.04% | 0.04% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 4,182 | 801 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,155 | 796 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 4,298 | 795 | 0.27% | 0.27% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,467 | 791 | 0.03% | 0.03% | 339 | +223 | 5.25% | Q3 2026 | Oct 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 4,129 | 791 | 0.12% | 0.12% | 338 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 4,431 | 784 | 0.94% | 1.1% | 340 | -12 | -0.27% | Q3 2026 | Nov 03, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 4,059 | 778 | 0.06% | 0.06% | 341 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 4,384 | 776 | 0.08% | 0.09% | 342 | +365 | 9.08% | Q3 2026 | Oct 16, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 4,222 | 747 | 0.1% | 0.1% | 343 | +117 | 2.85% | Q3 2026 | Oct 26, 2026 |
| GK Wealth Management LLC | History | Reduced | 4,196 | 743 | 0.42% | 0.53% | 344 | -1,067 | -20.27% | Q3 2026 | Oct 09, 2026 |
| Balboa Wealth Partners | History | Reduced | 4,161 | 737 | 0.1% | 0.12% | 345 | -378 | -8.33% | Q3 2026 | Oct 20, 2026 |
| Continuum Advisory, LLC | History | No change | 3,817 | 731 | 0.06% | 0.06% | 346 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Financial, LLC | History | Added to | 4,125 | 730 | 0.08% | 0.07% | 347 | +876 | 26.96% | Q3 2026 | Oct 23, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 4,101 | 728 | 0.08% | 0.06% | 348 | +1,493 | 57.25% | Q3 2026 | Oct 26, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 4,109 | 727 | 0.15% | 0.15% | 349 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 4,003 | 709 | 0.12% | 0.14% | 351 | -88 | -2.15% | Q3 2026 | Oct 22, 2026 |
| Allianz Asset Management GmbH | History | No change | 3,700 | 709 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Purus Wealth Management, LLC | History | Added to | 3,986 | 705 | 0.19% | 0.18% | 352 | +642 | 19.2% | Q3 2026 | Oct 15, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 3,629 | 695 | 0.19% | 0.19% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,614 | 692 | 0.04% | 0.04% | 354 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,605 | 691 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 3,899 | 690 | 0.06% | 0.05% | 356 | +717 | 22.53% | Q3 2026 | Oct 16, 2026 |
| Ignite Planners, LLC | History | Added to | 3,860 | 683 | 0.09% | 0.09% | 357 | +269 | 7.49% | Q3 2026 | Oct 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 3,532 | 677 | 0.09% | 0.09% | 358 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Catalyst Investment Management LLC | History | New | 3,807 | 674 | 0.6% | — | 361 | +3,807 | New | Q3 2026 | Oct 21, 2026 |
| Brookstone Capital Management | History | Added to | 3,808 | 674 | 0.01% | 0.0% | 359 | +1,345 | 54.61% | Q3 2026 | Oct 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 3,808 | 674 | 0.04% | 0.06% | 360 | -10 | -0.26% | Q3 2026 | Oct 29, 2026 |
| Columbus Macro, LLC | History | Reduced | 3,788 | 670 | 0.07% | 0.08% | 362 | -419 | -9.96% | Q3 2026 | Oct 14, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 3,482 | 667 | 0.12% | 0.12% | 363 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rothschild Wealth LLC | History | No change | 3,472 | 665 | 0.05% | 0.05% | 364 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grantvest Financial Group LLC | History | Added to | 3,750 | 664 | 0.38% | 0.31% | 365 | +963 | 34.55% | Q3 2026 | Oct 21, 2026 |
| Belvedere Trading LLC | History | No change | 3,462 | 663 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,425 | 656 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Square, LLC | History | Reduced | 3,697 | 654 | 0.29% | 0.36% | 368 | -710 | -16.11% | Q3 2026 | Oct 19, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 3,678 | 651 | 0.02% | 0.02% | 369 | +127 | 3.58% | Q3 2026 | Oct 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 3,627 | 642 | 0.06% | 0.06% | 370 | +411 | 12.78% | Q3 2026 | Nov 03, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 3,599 | 637 | 0.07% | — | 371 | +3,599 | New | Q3 2026 | Oct 16, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 3,306 | 633 | 0.18% | 0.18% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Revisor Wealth Management LLC | History | Added to | 3,639 | 631 | 0.16% | 0.14% | 373 | +611 | 20.18% | Q3 2026 | Oct 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,286 | 630 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 3,253 | 623 | 0.11% | 0.11% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Purewater Capital LLC | History | Added to | 3,517 | 622 | 0.49% | 0.38% | 377 | +735 | 26.42% | Q3 2026 | Oct 23, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 3,512 | 622 | 0.11% | 0.13% | 376 | +170 | 5.09% | Q3 2026 | Oct 28, 2026 |
| Certified Advisory Corp | History | Reduced | 3,482 | 616 | 0.05% | 0.07% | 378 | -1,185 | -25.39% | Q3 2026 | Oct 29, 2026 |
| Belpointe Asset Management LLC | History | No change | 3,197 | 613 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,195 | 612 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 3,614 | 611 | 0.13% | 0.13% | 381 | +285 | 8.56% | Q3 2026 | Oct 21, 2026 |
| Quantum Portfolio Management LLC | History | No change | 3,148 | 603 | 0.22% | 0.22% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | Reduced | 3,373 | 597 | 0.02% | 0.02% | 383 | -102 | -2.94% | Q3 2026 | Oct 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 3,365 | 595 | 0.01% | 0.02% | 384 | +90 | 2.75% | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,026 | 580 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 3,250 | 575 | 0.03% | — | 387 | +3,250 | New | Q3 2026 | Oct 28, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 3,003 | 575 | 0.24% | 0.24% | 386 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 2,992 | 573 | 0.04% | 0.04% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 2,977 | 570 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 2,923 | 560 | 0.27% | 0.27% | 390 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 3,146 | 557 | 0.11% | 0.1% | 391 | +368 | 13.25% | Q3 2026 | Oct 16, 2026 |
| Seven Hills Financial, LLC | History | New | 3,133 | 554 | 0.33% | — | 392 | +3,133 | New | Q3 2026 | Oct 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 3,115 | 551 | 0.12% | 0.09% | 393 | +955 | 44.21% | Q3 2026 | Oct 08, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 2,798 | 536 | 0.1% | 0.1% | 394 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 2,785 | 534 | 0.05% | 0.05% | 395 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,718 | 521 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SACKS & ASSOCIATES, LLC | History | No change | 2,908 | 515 | 0.36% | 0.35% | 397 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 2,875 | 509 | 0.31% | 0.33% | 398 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 2,868 | 507 | 0.07% | 0.08% | 399 | +2 | 0.07% | Q3 2026 | Oct 21, 2026 |
| Nilsine Partners, LLC | History | Reduced | 2,861 | 506 | 0.04% | 0.04% | 400 | -98 | -3.31% | Q3 2026 | Nov 02, 2026 |
| Annex Advisory Services, LLC | History | Added to | 2,847 | 504 | 0.01% | 0.01% | 401 | +268 | 10.39% | Q3 2026 | Oct 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,843 | 503 | 0.01% | 0.01% | 402 | +858 | 43.22% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,838 | 502 | 0.03% | 0.04% | 403 | -365 | -11.4% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,613 | 500 | 0.05% | 0.05% | 404 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 2,822 | 499 | 0.06% | 0.04% | 405 | +1,338 | 90.16% | Q3 2026 | Oct 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 2,814 | 498 | 0.02% | 0.03% | 406 | -202 | -6.7% | Q3 2026 | Oct 15, 2026 |
| Cerity Partners LLC | History | No change | 2,596 | 497 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,795 | 495 | 0.04% | 0.04% | 408 | -5 | -0.18% | Q3 2026 | Oct 20, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 2,565 | 492 | 0.17% | 0.17% | 409 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Management Associates, Inc. | History | No change | 2,559 | 490 | 0.14% | 0.14% | 410 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,512 | 481 | 0.17% | 0.17% | 411 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Richmond Investment Services, LLC | History | Added to | 2,715 | 480 | 0.15% | 0.14% | 412 | +410 | 17.79% | Q3 2026 | Oct 29, 2026 |
| JT Stratford LLC | History | No change | 2,489 | 477 | 0.05% | 0.05% | 413 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Share Andrew L. | History | No change | 2,490 | 477 | 0.25% | 0.25% | 414 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,470 | 473 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 2,633 | 466 | 0.09% | 0.09% | 416 | +150 | 6.04% | Q3 2026 | Oct 26, 2026 |
| Regal Investment Advisors LLC | History | No change | 2,421 | 464 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 2,405 | 461 | 0.14% | 0.14% | 418 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 2,693 | 457 | 0.05% | 0.05% | 419 | -27 | -0.99% | Q3 2026 | Oct 19, 2026 |
| 71 West Capital Partners | History | New | 2,570 | 455 | 0.01% | — | 420 | +2,570 | New | Q3 2026 | Nov 04, 2026 |
| Entelevest, LLC | History | No change | 2,372 | 454 | 0.39% | 0.39% | 421 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Index Technologies Group LLC | History | No change | 2,346 | 449 | 0.36% | 0.36% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | Added to | 2,533 | 448 | 0.02% | 0.02% | 423 | +75 | 3.05% | Q3 2026 | Nov 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,322 | 445 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,268 | 434 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 2,429 | 430 | 0.06% | 0.07% | 426 | +240 | 10.96% | Q3 2026 | Nov 04, 2026 |
| Financial Partners Group, Inc | History | Reduced | 2,387 | 422 | 0.04% | 0.07% | 427 | -1,143 | -32.38% | Q3 2026 | Oct 19, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 2,337 | 413 | 0.23% | 0.25% | 428 | -18 | -0.76% | Q3 2026 | Oct 13, 2026 |
| BFI Infinity Ltd. | History | Reduced | 2,331 | 412 | 0.19% | 4.36% | 429 | -74,255 | -96.96% | Q3 2026 | Oct 15, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 2,282 | 404 | 0.04% | 0.04% | 430 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,256 | 399 | 0.0% | 0.0% | 431 | +422 | 23.01% | Q3 2026 | Oct 23, 2026 |
| Advisor OS, LLC | History | Added to | 2,225 | 394 | 0.03% | 0.02% | 432 | +344 | 18.29% | Q3 2026 | Nov 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,047 | 392 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COFG Advisors, LLC | History | No change | 2,045 | 392 | 0.07% | 0.07% | 434 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 2,033 | 389 | 0.09% | 0.09% | 435 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 2,172 | 384 | 0.34% | 0.24% | 436 | +575 | 36.01% | Q3 2026 | Oct 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,000 | 383 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 1,998 | 383 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 4J Wealth Management LLC | History | No change | 2,162 | 382 | 0.18% | 0.2% | 439 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,991 | 381 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Factor Wealth Management LTD | History | Reduced | 2,131 | 377 | 0.06% | 0.06% | 441 | -95 | -4.27% | Q3 2026 | Oct 08, 2026 |
| One Day In July LLC | History | Added to | 2,125 | 376 | 0.03% | 0.03% | 442 | +150 | 7.59% | Q3 2026 | Oct 30, 2026 |
| Greater Midwest Financial Group, LLC | History | New | 2,123 | 375 | 0.18% | — | 444 | +2,123 | New | Q3 2026 | Oct 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 2,119 | 375 | 0.07% | — | 443 | +2,119 | New | Q3 2026 | Oct 05, 2026 |
| Great Diamond Partners, LLC | History | Added to | 2,106 | 372 | 0.06% | 0.07% | 445 | +84 | 4.15% | Q3 2026 | Oct 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 1,938 | 371 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 1,881 | 360 | 0.04% | 0.04% | 447 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 2,030 | 358 | 0.4% | — | 448 | +2,030 | New | Q3 2026 | Oct 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 2,004 | 354 | 0.01% | 0.01% | 449 | -2 | -0.1% | Q3 2026 | Oct 08, 2026 |
| Private Advisory Group LLC | History | No change | 1,843 | 353 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essex Financial Services, Inc. | History | No change | 1,812 | 347 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 1,800 | 345 | 0.1% | 0.1% | 452 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 1,785 | 342 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baron Financial Group, LLC | History | Added to | 1,929 | 341 | 0.17% | 0.16% | 454 | +222 | 13.01% | Q3 2026 | Oct 09, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 1,798 | 338 | 0.03% | 0.03% | 455 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,820 | 332 | 0.0% | 0.0% | 457 | +170 | 10.3% | Q3 2026 | Nov 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 1,877 | 332 | 0.02% | 0.02% | 456 | +16 | 0.86% | Q3 2026 | Oct 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,717 | 329 | 0.04% | 0.04% | 458 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,712 | 328 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,713 | 328 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 1,713 | 328 | 0.07% | 0.07% | 461 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 1,844 | 326 | 0.03% | 0.03% | 462 | +345 | 23.02% | Q3 2026 | Oct 27, 2026 |
| Rose Capital Advisors LLC | History | New | 1,815 | 321 | 0.08% | — | 464 | +1,815 | New | Q3 2026 | Nov 04, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 1,678 | 321 | 0.04% | 0.04% | 463 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rossby Financial, LCC | History | No change | 1,646 | 315 | 0.06% | 0.06% | 465 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,775 | 314 | 0.01% | 0.0% | 466 | +1,266 | 248.72% | Q3 2026 | Nov 04, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 1,595 | 305 | 0.08% | 0.08% | 467 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 1,589 | 304 | 0.06% | 0.06% | 468 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWF Advisory Services Inc. | History | Added to | 1,707 | 302 | 0.03% | 0.03% | 469 | +10 | 0.59% | Q3 2026 | Oct 19, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 1,697 | 300 | 0.0% | 0.0% | 470 | +56 | 3.41% | Q3 2026 | Oct 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,554 | 297 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAGCO, INC. | History | New | 1,670 | 295 | 0.05% | — | 473 | +1,670 | New | Q3 2026 | Oct 20, 2026 |
| Clarendon Private LLC | History | No change | 1,539 | 295 | 0.19% | 0.19% | 472 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,535 | 294 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 1,658 | 293 | 0.05% | 0.06% | 475 | -25 | -1.49% | Q3 2026 | Oct 20, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 1,518 | 291 | 0.22% | 0.22% | 476 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 1,507 | 288 | 0.02% | 0.02% | 477 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,500 | 287 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | New | 1,606 | 284 | 0.02% | — | 481 | +1,606 | New | Q3 2026 | Nov 03, 2026 |
| Betterment LLC | History | No change | 1,483 | 284 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 1,484 | 284 | 0.02% | 0.02% | 480 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 1,594 | 282 | 0.11% | 0.18% | 482 | -640 | -28.65% | Q3 2026 | Oct 23, 2026 |
| Guardian Capital, LLC | History | No change | 1,470 | 281 | 0.23% | 0.23% | 483 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 1,465 | 280 | 0.14% | 0.14% | 484 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 1,576 | 279 | 0.08% | 0.08% | 485 | +44 | 2.87% | Q3 2026 | Oct 22, 2026 |
| Van Diest Capital, LLC | History | No change | 1,456 | 279 | 0.25% | 0.25% | 486 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 1,565 | 277 | 0.22% | 0.23% | 487 | +82 | 5.53% | Q3 2026 | Oct 23, 2026 |
| Chris Bulman Inc | History | New | 1,563 | 276 | 0.1% | — | 488 | +1,563 | New | Q3 2026 | Oct 20, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 1,426 | 273 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trek Financial, LLC | History | Added to | 1,538 | 272 | 0.01% | 0.01% | 490 | +175 | 12.84% | Q3 2026 | Oct 29, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 1,514 | 268 | 0.01% | 0.01% | 492 | -211 | -12.23% | Q3 2026 | Oct 19, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,437 | 268 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nautilus Advisors LLC | History | No change | 1,500 | 265 | 0.16% | 0.16% | 493 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 1,487 | 263 | 0.01% | 0.01% | 494 | +175 | 13.34% | Q3 2026 | Oct 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,484 | 262 | 0.26% | 0.19% | 495 | +486 | 48.7% | Q3 2026 | Oct 27, 2026 |
| GoalVest Advisory LLC | History | No change | 1,465 | 259 | 0.04% | 0.05% | 496 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Balefire, LLC | History | Added to | 1,462 | 258 | 0.04% | 0.04% | 497 | +235 | 19.15% | Q3 2026 | Oct 09, 2026 |
| Falcon Wealth Planning | History | No change | 1,337 | 256 | 0.02% | 0.02% | 498 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tudor Financial Inc. | History | No change | 1,337 | 256 | 0.12% | 0.12% | 499 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stablepoint Partners, LLC | History | Added to | 1,437 | 254 | 0.03% | 0.04% | 500 | +2 | 0.14% | Q3 2026 | Nov 03, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 1,404 | 248 | 0.23% | 0.21% | 501 | +342 | 32.2% | Q3 2026 | Oct 07, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,285 | 246 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | No change | 1,255 | 240 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,461 | 237 | 0.0% | — | 504 | +1,461 | New | Q3 2026 | Oct 26, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 1,231 | 235 | 0.1% | 0.1% | 505 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,198 | 229 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,181 | 226 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 1,184 | 226 | 0.03% | 0.03% | 508 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,256 | 223 | 0.06% | 0.06% | 509 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,256 | 222 | 0.05% | — | 510 | +1,256 | New | Q3 2026 | Oct 29, 2026 |
| Bison Wealth, LLC | History | Added to | 1,239 | 221 | 0.02% | 0.02% | 511 | +152 | 13.98% | Q3 2026 | Oct 13, 2026 |
| Altus Wealth Group LLC | History | Added to | 1,242 | 219 | 0.08% | 0.08% | 512 | +112 | 9.91% | Q3 2026 | Oct 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 1,226 | 217 | 0.09% | 0.08% | 513 | -679 | -35.64% | Q3 2026 | Oct 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,131 | 216 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,112 | 213 | 0.07% | 0.07% | 515 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,192 | 211 | 0.37% | 0.42% | 516 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,100 | 210 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 1,188 | 210 | 0.02% | 0.03% | 518 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Quantinno Capital Management LP | History | No change | 1,086 | 208 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,086 | 208 | 0.08% | 0.08% | 520 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 1,164 | 206 | 0.06% | 0.06% | 521 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Embree Financial Group | History | New | 1,158 | 205 | 0.02% | — | 524 | +1,158 | New | Q3 2026 | Oct 22, 2026 |
| Blue Trust, Inc. | History | Added to | 1,161 | 205 | 0.0% | 0.0% | 522 | +54 | 4.88% | Q3 2026 | Oct 15, 2026 |
| Everest Financial Group LLC | History | No change | 1,070 | 205 | 0.03% | 0.03% | 523 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 1,065 | 204 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oder Investment Management, LLC | History | No change | 1,068 | 204 | 0.14% | 0.14% | 526 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 1,152 | 203 | 0.01% | 0.01% | 527 | -20 | -1.71% | Q3 2026 | Oct 28, 2026 |
| Castleview Partners, LLC | History | Added to | 1,145 | 202 | 0.09% | 0.09% | 528 | +36 | 3.25% | Q3 2026 | Oct 09, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | New | 1,130 | 200 | 0.19% | — | 530 | +1,130 | New | Q3 2026 | Oct 20, 2026 |
| Traction Financial Partners, LLC | History | No change | 1,047 | 200 | 0.11% | 0.11% | 529 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,016 | 195 | 0.02% | 0.02% | 531 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,068 | 189 | 0.03% | 0.02% | 532 | +79 | 7.99% | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,050 | 185 | 0.0% | 0.01% | 534 | -1,066 | -50.38% | Q3 2026 | Oct 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,048 | 185 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TD Capital Management LLC | History | No change | 926 | 177 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 960 | 170 | 0.01% | 1.1% | 537 | -93,183 | -98.98% | Q3 2026 | Oct 09, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 889 | 170 | 0.04% | 0.04% | 536 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JNBA Financial Advisors | History | No change | 923 | 163 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 840 | 161 | 0.02% | 0.02% | 539 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Y.D. More Investments Ltd | History | Added to | 953 | 157 | 0.0% | 0.0% | 541 | +650 | 214.52% | Q3 2026 | Nov 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 891 | 157 | 0.07% | 0.08% | 540 | +2 | 0.22% | Q3 2026 | Oct 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 797 | 152 | 0.06% | 0.06% | 542 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 855 | 151 | 0.1% | 0.1% | 543 | +108 | 14.46% | Q3 2026 | Oct 09, 2026 |
| TrinityBridge Ltd | History | Reduced | 820 | 145 | 0.0% | 0.01% | 544 | -400 | -32.79% | Q3 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 678 | 130 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| EASTERN BANK | History | No change | 666 | 117 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Operose Advisors LLC | History | No change | 612 | 117 | 0.02% | 0.02% | 547 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 590 | 113 | 0.05% | 0.05% | 548 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Osbon Capital Management LLC | History | No change | 579 | 111 | 0.09% | 0.09% | 549 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 625 | 111 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Ancora Advisors LLC | History | No change | 570 | 109 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 555 | 106 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 589 | 104 | 0.03% | 0.0% | 553 | +523 | 792.42% | Q3 2026 | Oct 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 584 | 103 | 0.0% | 0.0% | 554 | +487 | 502.06% | Q3 2026 | Nov 04, 2026 |
| Main Management LLC | History | No change | 521 | 100 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 519 | 91 | 0.02% | 0.03% | 556 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Arlington Trust Co LLC | History | Added to | 500 | 88 | 0.01% | 0.0% | 558 | +250 | 100.0% | Q3 2026 | Oct 20, 2026 |
| Truvestments Capital LLC | History | No change | 459 | 88 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bravera Wealth | History | No change | 455 | 87 | 0.03% | 0.03% | 559 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 450 | 86 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 446 | 79 | 0.04% | — | 561 | +446 | New | Q3 2026 | Oct 26, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 442 | 78 | 0.01% | 0.04% | 562 | -1,286 | -74.42% | Q3 2026 | Oct 30, 2026 |
| Essential Investment Partners LLC | History | No change | 425 | 75 | 0.05% | 0.07% | 563 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 341 | 65 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 361 | 63 | 0.01% | 0.01% | 565 | -18 | -4.75% | Q3 2026 | Oct 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 345 | 62 | 0.0% | 0.01% | 566 | -6,240 | -94.76% | Q3 2026 | Nov 02, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 323 | 62 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 315 | 60 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCollab, LLC | History | No change | 303 | 58 | 0.02% | 0.02% | 569 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StrongBox Wealth, LLC | History | No change | 325 | 57 | 0.02% | 0.02% | 570 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Balance Wealth Partners LLC | History | New | 315 | 55 | 0.01% | — | 571 | +315 | New | Q3 2026 | Oct 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 280 | 53 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 283 | 50 | 0.01% | 0.0% | 573 | +211 | 293.06% | Q3 2026 | Nov 03, 2026 |
| North Star Investment Management Corp. | History | Added to | 270 | 47 | 0.0% | 0.0% | 575 | +140 | 107.69% | Q3 2026 | Oct 27, 2026 |
| BARCLAYS PLC | History | No change | 250 | 47 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | No change | 260 | 46 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| LFA - Lugano Financial Advisors SA | History | New | 259 | 45 | 0.03% | — | 577 | +259 | New | Q3 2026 | Nov 03, 2026 |
| TRUST CO OF VERMONT | History | No change | 245 | 43 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 235 | 41 | 0.0% | 0.0% | 579 | +92 | 64.34% | Q3 2026 | Oct 26, 2026 |
| Latitude Advisors, LLC | History | New | 227 | 40 | 0.01% | — | 580 | +227 | New | Q3 2026 | Oct 27, 2026 |
| Transce3nd, LLC | History | New | 233 | 39 | 0.04% | — | 583 | +233 | New | Q3 2026 | Oct 26, 2026 |
| Markowski Investments | History | New | 220 | 39 | 0.01% | — | 584 | +220 | New | Q3 2026 | Oct 30, 2026 |
| JDM Financial Group LLC | History | No change | 206 | 39 | 0.01% | 0.01% | 581 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RHL GROUP, LLC | History | No change | 223 | 39 | 0.03% | 0.03% | 582 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 200 | 38 | 0.03% | 0.03% | 585 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Root Financial Partners, LLC | History | New | 206 | 36 | 0.0% | — | 586 | +206 | New | Q3 2026 | Oct 21, 2026 |
| BlackRock, Inc. | History | No change | 179 | 34 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 173 | 33 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regatta Research & Money Management | History | No change | 175 | 33 | 0.03% | 0.03% | 589 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Management Group, LLC | History | New | 165 | 29 | 0.01% | — | 591 | +165 | New | Q3 2026 | Oct 19, 2026 |
| Larson Financial Group LLC | History | No change | 156 | 29 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vision Retirement, LLC | History | No change | 146 | 27 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Front Row Advisors LLC | History | No change | 133 | 24 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFS Partners, LLC | History | Reduced | 135 | 23 | 0.01% | 0.01% | 594 | -5 | -3.57% | Q3 2026 | Oct 21, 2026 |
| Rakuten Securities, Inc. | History | Added to | 130 | 23 | 0.01% | 0.01% | 595 | +5 | 4.0% | Q3 2026 | Nov 02, 2026 |
| Downshift Financial, LLC | History | No change | 125 | 22 | 0.01% | 0.01% | 596 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 114 | 21 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Oakworth Capital, Inc. | History | No change | 119 | 21 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 108 | 20 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Next Level Wealth Planning, LLC | History | New | 103 | 18 | 0.01% | — | 600 | +103 | New | Q3 2026 | Oct 29, 2026 |
| Mascoma Wealth Management LLC | History | No change | 99 | 17 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 90 | 17 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 93 | 17 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | No change | 82 | 14 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 75 | 13 | 0.0% | — | 607 | +75 | New | Q3 2026 | Oct 23, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 70 | 13 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 70 | 13 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 69 | 12 | 0.01% | 0.0% | 609 | +6 | 9.52% | Q3 2026 | Oct 16, 2026 |
| Archer Investment Corp | History | No change | 66 | 12 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Park Square Financial Group, LLC | History | No change | 66 | 12 | 0.11% | 0.11% | 610 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 63 | 11 | 0.0% | 0.0% | 611 | -995 | -94.05% | Q3 2026 | Nov 04, 2026 |
| Purpose Unlimited Inc. | History | No change | 57 | 11 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 58 | 10 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 58 | 10 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 59 | 10 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Roxbury Financial LLC | History | No change | 55 | 9 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Ares Financial Consulting, LLC | History | No change | 56 | 9 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Your Advocates Ltd., LLP | History | No change | 49 | 8 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CrossGen Wealth, LLC | History | No change | 42 | 7 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 35 | 6 | 0.0% | — | 622 | +35 | New | Q3 2026 | Oct 30, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 35 | 6 | 0.0% | — | 623 | +35 | New | Q3 2026 | Nov 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 33 | 6 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 32 | 6 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Reduced | 30 | 5 | 0.0% | 0.0% | 629 | -5 | -14.29% | Q3 2026 | Oct 15, 2026 |
| Heritage Wealth Advisors | History | No change | 27 | 5 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 29 | 5 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| IFS Advisors, LLC | History | No change | 29 | 5 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 31 | 5 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 30 | 5 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Sunrise Financial Services, LLC | History | No change | 29 | 5 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Bernard Wealth Management Corp. | History | No change | 25 | 4 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Burk Holdings LLC | History | No change | 26 | 4 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | Added to | 21 | 3 | 0.0% | 0.0% | 635 | +11 | 110.0% | Q3 2026 | Nov 02, 2026 |
| Trust Co | History | Added to | 17 | 3 | 0.0% | 0.0% | 636 | +7 | 70.0% | Q3 2026 | Oct 09, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 21 | 3 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Team Financial Group, LLC | History | New | 14 | 2 | 0.0% | — | 638 | +14 | New | Q3 2026 | Oct 30, 2026 |
| Lodestone Wealth Management LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Laurel Wealth Advisors LLC | History | New | 9 | 1 | 0.0% | — | 645 | +9 | New | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | New | 7 | 1 | 0.0% | — | 646 | +7 | New | Q3 2026 | Oct 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 8 | 1 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 10 | 1 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Concord Wealth Partners | History | No change | 10 | 1 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| IAG Wealth Partners, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accordant Advisory Group Inc | History | No change | 8 | 1 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| LRI Investments, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -45,979 | -100.0% | Q3 2026 | Oct 19, 2026 |
| KPP Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -40,730 | -100.0% | Q3 2026 | Oct 26, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -16,384 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Providence First Trust Co | History | Closed out | 0 | 0 | — | 0.43% | — | -8,017 | -100.0% | Q3 2026 | Nov 02, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 0.88% | — | -7,863 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -7,125 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Mezzasalma Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,711 | -100.0% | Q3 2026 | Oct 14, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.18% | — | -3,797 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,742 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Mattern Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Tempus Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,486 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,217 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,109 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -202 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -142 | -100.0% | Q3 2026 | Oct 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2026 | Oct 19, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Go Invest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Quaker Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |