DBX ETF TRUST - HYLB
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Employees Retirement System of Texas | History | No change | 11,372,000 | 415,305 | 3.3% | 3.6% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,825,115 | 395,333 | 0.03% | 0.03% | 2 | +292,697 | 2.78% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 351,914 | 262,583 | 0.2% | — | 3 | +351,914 | New | Q2 2026 | Sep 09, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,794,274 | 211,606 | 0.03% | 0.03% | 4 | +562,925 | 10.76% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 5,447,854 | 198,955 | 0.03% | 0.03% | 5 | -238,622 | -4.2% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,005,712 | 182,808 | 0.03% | 0.03% | 6 | +703,677 | 16.36% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 4,909,246 | 179,285 | 0.16% | 0.17% | 7 | +320,740 | 6.99% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,686,355 | 134,625 | 1.43% | 1.43% | 8 | +356,887 | 10.72% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,918,454 | 106,581 | 0.03% | 0.03% | 9 | +264,737 | 9.98% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,840,135 | 103,721 | 0.05% | 0.06% | 10 | -11,973 | -0.42% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,016,020 | 73,625 | 0.12% | 0.05% | 11 | +1,282,209 | 174.73% | Q2 2026 | Aug 05, 2026 |
| NEOS Investment Management LLC | History | New | 1,982,476 | 72,005 | 0.27% | — | 12 | +1,982,476 | New | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,679,050 | 61,318 | 0.07% | 0.02% | 13 | +1,354,439 | 417.25% | Q2 2026 | Aug 14, 2026 |
| Performa Ltd (US), LLC | History | Reduced | 1,608,678 | 58,748 | 9.48% | 13.42% | 14 | -31,850 | -1.94% | Q2 2026 | Aug 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,527,824 | 55,796 | 0.02% | 0.03% | 15 | -83,204 | -5.16% | Q2 2026 | Aug 12, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,422,102 | 51,935 | 0.4% | 0.23% | 16 | +868,230 | 156.76% | Q2 2026 | Aug 13, 2026 |
| Kensington Asset Management, LLC | History | Added to | 1,272,962 | 46,488 | 2.53% | 2.21% | 17 | +150,000 | 13.36% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 1,258,046 | 45,943 | 0.09% | 0.12% | 18 | -277,492 | -18.07% | Q2 2026 | Aug 07, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 1,155,500 | 42,198 | 2.03% | 2.41% | 19 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TOEWS CORP /ADV | History | New | 1,093,400 | 39,930 | 5.82% | — | 20 | +1,093,400 | New | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | Added to | 1,061,732 | 38,360 | 0.42% | 0.0% | 21 | +1,060,042 | 62724.38% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 885,297 | 32,331 | 0.06% | 0.07% | 22 | -4,836 | -0.54% | Q2 2026 | Jul 30, 2026 |
| Financial Gravity Companies, Inc. | History | New | 784,423 | 28,647 | 4.65% | — | 23 | +784,423 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 770,421 | 27,858 | 4.96% | 4.96% | 24 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 695,254 | 25,390 | 0.0% | 0.0% | 25 | +19,529 | 2.89% | Q2 2026 | Aug 13, 2026 |
| BTS Asset Management, Inc. | History | New | 668,625 | 24,418 | 51.47% | — | 26 | +668,625 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 665,640 | 24,309 | 0.0% | 0.0% | 27 | -403,018 | -37.71% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 634,304 | 23,164 | 0.22% | 0.0% | 28 | +631,721 | 24456.87% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 570,680 | 20,852 | 0.0% | 0.0% | 29 | +28,278 | 5.21% | Q2 2026 | Aug 14, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 550,451 | 19,959 | 1.42% | 1.57% | 30 | +21,292 | 4.02% | Q2 2026 | Jul 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 525,384 | 19,187 | 0.35% | 0.33% | 31 | +79,182 | 17.75% | Q2 2026 | Aug 04, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 519,806 | 18,983 | 0.11% | 0.11% | 32 | +34,767 | 7.17% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Added to | 427,106 | 15,597 | 0.0% | 0.0% | 33 | +21,971 | 5.42% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 400,790 | 14,636 | 0.38% | 0.4% | 34 | +13,218 | 3.41% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 399,607 | 14,593 | 0.01% | 0.0% | 35 | +149,897 | 60.03% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 369,012 | 13,476 | 0.01% | 0.01% | 36 | +78,692 | 27.11% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 347,301 | 12,683 | 0.0% | 0.0% | 37 | +113,954 | 48.83% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Added to | 314,591 | 11,489 | 0.02% | 0.02% | 38 | +8,647 | 2.83% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 304,319 | 11,113 | 0.26% | 0.25% | 39 | +53,168 | 21.17% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 291,007 | 10,627 | 0.15% | 0.18% | 40 | -14,029 | -4.6% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 289,274 | 10,564 | 0.17% | 0.2% | 41 | -53,977 | -15.73% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 284,486 | 10,389 | 0.0% | 0.0% | 42 | +26,915 | 10.45% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 257,957 | 9,421 | 0.01% | 0.01% | 43 | +69,008 | 36.52% | Q2 2026 | Aug 14, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 257,512 | 9,404 | 2.96% | 3.13% | 44 | +11,243 | 4.57% | Q2 2026 | Jul 31, 2026 |
| Curran Financial Partners, LLC | History | Added to | 239,750 | 8,755 | 1.3% | 1.36% | 45 | +30,326 | 14.48% | Q2 2026 | Aug 12, 2026 |
| Rakuten Investment Management, Inc. | History | Reduced | 239,115 | 8,732 | 0.03% | 0.04% | 46 | -250,651 | -51.18% | Q2 2026 | Aug 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 227,456 | 8,307 | 0.02% | 0.01% | 47 | +82,055 | 56.43% | Q2 2026 | Jul 27, 2026 |
| Estate Counselors, LLC | History | Added to | 213,826 | 7,808 | 0.67% | 0.03% | 48 | +203,086 | 1890.93% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | Reduced | 212,229 | 7,750 | 0.0% | 0.0% | 49 | -15,054 | -6.62% | Q2 2026 | Aug 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 204,719 | 7,476 | 0.18% | 0.22% | 50 | -11,878 | -5.48% | Q2 2026 | Jul 29, 2026 |
| Marion Wealth Management | History | Added to | 196,640 | 7,181 | 1.46% | 1.51% | 51 | +7,880 | 4.17% | Q2 2026 | Jul 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 182,352 | 6,659 | 0.0% | 0.0% | 52 | -14,761 | -7.49% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 151,528 | 5,533 | 0.16% | 0.17% | 53 | +1,866 | 1.25% | Q2 2026 | Jul 07, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 143,143 | 5,227 | 0.04% | — | 54 | +143,143 | New | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 131,509 | 4,803 | 0.01% | — | 55 | +131,509 | New | Q2 2026 | Aug 14, 2026 |
| Sage Advisory Services, Ltd.Co. | History | New | 124,835 | 4,559 | 2.24% | — | 56 | +124,835 | New | Q2 2026 | Jul 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 124,700 | 4,554 | 0.02% | 0.02% | 57 | -106 | -0.08% | Q2 2026 | Aug 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 118,148 | 4,314 | 0.21% | 0.19% | 58 | +22,834 | 23.96% | Q2 2026 | Jul 28, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 117,413 | 4,287 | 0.0% | 0.0% | 59 | +39,368 | 50.44% | Q2 2026 | Aug 14, 2026 |
| rebel Financial LLC | History | No change | 117,138 | 4,235 | 1.84% | 1.84% | 60 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Little Harbor Advisors, LLC | History | New | 114,728 | 4,167 | 2.05% | — | 61 | +114,728 | New | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 104,557 | 3,818 | 0.01% | 0.01% | 62 | -3,487 | -3.23% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Reduced | 101,969 | 3,719 | 0.02% | 0.02% | 63 | -5,112 | -4.77% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 96,773 | 3,534 | 0.0% | 0.0% | 64 | +280 | 0.29% | Q2 2026 | Aug 03, 2026 |
| Diversify Advisory Services, LLC | History | New | 84,841 | 3,069 | 0.05% | — | 66 | +84,841 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 84,841 | 3,069 | 0.05% | 0.02% | 65 | +48,385 | 132.72% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 78,422 | 2,863 | 0.0% | 0.0% | 67 | +1,255 | 1.63% | Q2 2026 | Aug 05, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 72,929 | 2,663 | 0.42% | 0.43% | 68 | +2,639 | 3.75% | Q2 2026 | Jul 13, 2026 |
| COMMERCE BANK | History | Added to | 71,118 | 2,597 | 0.01% | 0.01% | 69 | +1,719 | 2.48% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 68,604 | 2,505 | 0.0% | 0.0% | 70 | +19,698 | 40.28% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 67,733 | 2,473 | 0.02% | 0.02% | 71 | +27,217 | 67.18% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 64,885 | 2,369 | 0.01% | 0.02% | 72 | -7,000 | -9.74% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 60,194 | 2,198 | 0.0% | 0.0% | 73 | +10,860 | 22.01% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 57,146 | 2,086 | 0.03% | 0.03% | 74 | +6,250 | 12.28% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 54,737 | 1,998 | 0.02% | — | 75 | +54,737 | New | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 52,758 | 1,926 | 0.03% | — | 76 | +52,758 | New | Q2 2026 | Jul 21, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 51,976 | 1,898 | 0.17% | 0.2% | 77 | +442 | 0.86% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 44,493 | 1,624 | 0.01% | 0.01% | 78 | -269 | -0.6% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 43,926 | 1,604 | 0.09% | 0.09% | 79 | +4,774 | 12.19% | Q2 2026 | Jul 15, 2026 |
| Vise Technologies, Inc. | History | Added to | 41,892 | 1,529 | 0.02% | 0.02% | 80 | +8,231 | 24.45% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 41,552 | 1,517 | 0.01% | 0.01% | 81 | -698 | -1.65% | Q2 2026 | Jul 17, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 40,979 | 1,496 | 0.44% | — | 82 | +40,979 | New | Q2 2026 | Jul 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 38,074 | 1,390 | 0.02% | 0.03% | 83 | -2,265 | -5.61% | Q2 2026 | Aug 10, 2026 |
| C2C Wealth Management, LLC | History | Added to | 37,498 | 1,369 | 1.07% | 1.14% | 84 | +325 | 0.87% | Q2 2026 | Jul 09, 2026 |
| Gotham Asset Management, LLC | History | No change | 35,845 | 1,309 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 35,748 | 1,305 | 0.0% | — | 86 | +35,748 | New | Q2 2026 | Aug 14, 2026 |
| Wiser Advisor Group LLC | History | Added to | 34,947 | 1,276 | 1.4% | 1.51% | 87 | +462 | 1.34% | Q2 2026 | Aug 14, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 29,263 | 1,068 | 0.42% | 0.44% | 88 | +3,184 | 12.21% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | New | 28,808 | 1,052 | 0.01% | — | 89 | +28,808 | New | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 28,179 | 1,029 | 0.0% | 0.0% | 90 | -12,114 | -30.06% | Q2 2026 | Jul 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 27,706 | 1,011 | 0.02% | 0.02% | 91 | +2,569 | 10.22% | Q2 2026 | Jul 09, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 26,801 | 978 | 0.08% | 0.09% | 92 | +1,138 | 4.43% | Q2 2026 | Jul 20, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 25,285 | 923 | 0.02% | 0.03% | 93 | +1,106 | 4.57% | Q2 2026 | Jul 07, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 24,407 | 891 | 0.17% | 0.07% | 94 | +14,938 | 157.76% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,284 | 886 | 0.01% | 0.0% | 95 | +13,100 | 117.13% | Q2 2026 | Sep 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 24,227 | 884 | 0.2% | 0.21% | 96 | +1,404 | 6.15% | Q2 2026 | Jul 09, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 23,548 | 859 | 0.06% | 0.06% | 97 | +2,730 | 13.11% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 22,945 | 837 | 0.0% | 0.0% | 98 | -4,668 | -16.91% | Q2 2026 | Aug 12, 2026 |
| Adams Wealth Management | History | Reduced | 21,288 | 777 | 0.15% | 0.18% | 99 | -1,187 | -5.28% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | Reduced | 21,288 | 777 | 0.13% | 0.16% | 100 | -1,187 | -5.28% | Q2 2026 | Aug 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 21,161 | 772 | 0.06% | 0.07% | 101 | +858 | 4.23% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,308 | 741 | 0.0% | 0.0% | 102 | +4,205 | 26.11% | Q2 2026 | Aug 07, 2026 |
| Balefire, LLC | History | New | 20,268 | 740 | 0.12% | — | 103 | +20,268 | New | Q2 2026 | Jul 07, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 20,167 | 736 | 0.16% | 0.17% | 104 | +385 | 1.95% | Q2 2026 | Jul 08, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 19,390 | 708 | 0.2% | 0.22% | 105 | +2,100 | 12.15% | Q2 2026 | Jul 21, 2026 |
| Brookstone Capital Management | History | Added to | 19,308 | 705 | 0.01% | 0.01% | 106 | +1,576 | 8.89% | Q2 2026 | Jul 15, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 18,698 | 682 | 0.05% | 0.05% | 107 | +1,738 | 10.25% | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 18,163 | 663 | 0.02% | 0.02% | 108 | +824 | 4.75% | Q2 2026 | Aug 10, 2026 |
| WBI INVESTMENTS, LLC | History | New | 17,943 | 655 | 0.16% | — | 109 | +17,943 | New | Q2 2026 | Aug 11, 2026 |
| Maridea Wealth Management LLC | History | New | 17,835 | 651 | 0.07% | — | 110 | +17,835 | New | Q2 2026 | Aug 06, 2026 |
| Madison Wealth Partners, Inc | History | New | 17,058 | 622 | 0.08% | — | 111 | +17,058 | New | Q2 2026 | Aug 12, 2026 |
| Meadowbrook Advisors Group, LLC | History | Reduced | 16,754 | 611 | 0.33% | 0.64% | 112 | -12,941 | -43.58% | Q2 2026 | Aug 07, 2026 |
| Value Investment Professionals, LLC | History | New | 14,537 | 530 | 0.45% | — | 113 | +14,537 | New | Q2 2026 | Jul 07, 2026 |
| Arkadios Wealth Advisors | History | New | 14,484 | 528 | 0.01% | — | 114 | +14,484 | New | Q2 2026 | Aug 10, 2026 |
| Van Diest Capital, LLC | History | New | 14,221 | 519 | 0.47% | — | 115 | +14,221 | New | Q2 2026 | Aug 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 13,925 | 508 | 0.0% | — | 116 | +13,925 | New | Q2 2026 | Aug 14, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 13,891 | 507 | 0.14% | 0.17% | 117 | -207 | -1.47% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,409 | 488 | 0.0% | 0.0% | 118 | +7,322 | 120.29% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,746 | 465 | 0.0% | 0.0% | 119 | +19 | 0.15% | Q2 2026 | Aug 19, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,717 | 464 | 0.02% | 0.03% | 120 | +105 | 0.83% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | Reduced | 12,595 | 459 | 0.0% | 0.01% | 121 | -55,865 | -81.6% | Q2 2026 | Aug 14, 2026 |
| Global View Capital Management LLC | History | New | 12,542 | 458 | 0.09% | — | 122 | +12,542 | New | Q2 2026 | Jul 23, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 12,384 | 452 | 0.0% | 0.0% | 123 | -711 | -5.43% | Q2 2026 | Jul 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 12,216 | 446 | 0.01% | 0.01% | 124 | +2,540 | 26.25% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,582 | 423 | 0.0% | 0.0% | 125 | -881 | -7.07% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Reduced | 11,384 | 415 | 0.02% | 0.02% | 126 | -1,416 | -11.06% | Q2 2026 | Jul 16, 2026 |
| Sowell Financial Services LLC | History | Reduced | 11,117 | 405 | 0.01% | 0.01% | 127 | -56 | -0.5% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,916 | 399 | 0.0% | 0.0% | 128 | +513 | 4.93% | Q2 2026 | Jul 20, 2026 |
| Columbus Macro, LLC | History | Added to | 10,909 | 398 | 0.04% | 0.04% | 129 | +574 | 5.55% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,875 | 397 | 0.0% | 0.0% | 130 | +8,551 | 367.94% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,812 | 394 | 0.0% | 0.0% | 132 | +4,517 | 71.76% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,796 | 394 | 0.0% | 0.0% | 131 | +168 | 1.58% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,405 | 380 | 0.0% | 0.0% | 133 | -530 | -4.85% | Q2 2026 | Aug 18, 2026 |
| Moors & Cabot, Inc. | History | Added to | 9,776 | 357 | 0.01% | 0.01% | 134 | +2,823 | 40.6% | Q2 2026 | Aug 10, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 9,505 | 347 | 0.19% | 0.2% | 135 | +756 | 8.64% | Q2 2026 | Jul 24, 2026 |
| FDx Advisors, Inc. | History | Reduced | 9,452 | 345 | 0.1% | 0.11% | 136 | -4 | -0.04% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 9,297 | 339 | 0.0% | 0.0% | 137 | -4,101 | -30.61% | Q2 2026 | Aug 13, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 9,196 | 335 | 0.08% | 0.15% | 138 | -5,636 | -38.0% | Q2 2026 | Aug 10, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 8,765 | 320 | 0.22% | 0.25% | 139 | -88 | -0.99% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | New | 8,621 | 314 | 0.02% | — | 140 | +8,621 | New | Q2 2026 | Jul 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 8,453 | 308 | 0.01% | — | 141 | +8,453 | New | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 8,345 | 304 | 0.01% | 0.01% | 142 | +351 | 4.39% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 8,237 | 300 | 0.0% | 0.0% | 143 | -30 | -0.36% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 7,467 | 272 | 0.0% | — | 144 | +7,467 | New | Q2 2026 | Jul 20, 2026 |
| World Investment Advisors | History | Reduced | 7,435 | 271 | 0.0% | 0.01% | 145 | -1,395 | -15.8% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,392 | 269 | 0.0% | 0.0% | 146 | -4,463 | -37.65% | Q2 2026 | Jul 27, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 7,107 | 259 | 0.01% | 0.01% | 147 | +631 | 9.74% | Q2 2026 | Aug 05, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 7,079 | 258 | 0.04% | 0.04% | 148 | +372 | 5.55% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,035 | 256 | 0.01% | 0.01% | 149 | +24 | 0.34% | Q2 2026 | Aug 06, 2026 |
| TSG Advice Partners, LLC | History | No change | 7,077 | 255 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 6,815 | 248 | 0.0% | — | 151 | +6,815 | New | Q2 2026 | Aug 04, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 6,740 | 246 | 0.1% | 0.12% | 152 | -100 | -1.46% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 6,664 | 243 | 0.0% | 0.0% | 153 | -354 | -5.04% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | New | 6,509 | 237 | 0.0% | — | 154 | +6,509 | New | Q2 2026 | Jul 15, 2026 |
| TME FINANCIAL, INC. | History | Added to | 6,258 | 228 | 0.14% | 0.15% | 155 | +96 | 1.56% | Q2 2026 | Jul 23, 2026 |
| Edgestream Partners, L.P. | History | New | 6,169 | 225 | 0.01% | — | 156 | +6,169 | New | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 6,095 | 222 | 0.0% | 0.0% | 157 | +143 | 2.4% | Q2 2026 | Aug 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 5,948 | 217 | 0.02% | 0.02% | 158 | +13 | 0.22% | Q2 2026 | Jul 16, 2026 |
| Trivium Point Advisory, LLC | History | New | 5,932 | 216 | 0.02% | — | 159 | +5,932 | New | Q2 2026 | Aug 06, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 5,910 | 214 | 0.17% | 0.19% | 160 | +256 | 4.53% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,764 | 210 | 0.0% | 0.0% | 161 | +4,538 | 370.15% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 5,183 | 189 | 0.0% | 0.0% | 162 | +1,125 | 27.72% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,886 | 178 | 0.0% | — | 163 | +4,886 | New | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 4,849 | 175 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Concord Wealth Partners | History | New | 4,554 | 166 | 0.02% | — | 165 | +4,554 | New | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,641 | 132 | 0.0% | 0.0% | 166 | -8 | -0.22% | Q2 2026 | Aug 12, 2026 |
| Horizons Wealth Management | History | No change | 3,605 | 130 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Reduced | 3,293 | 119 | 0.08% | 0.08% | 168 | -214 | -6.1% | Q2 2026 | Sep 17, 2026 |
| AE Wealth Management LLC | History | Added to | 2,813 | 102 | 0.0% | 0.0% | 169 | +558 | 24.75% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Added to | 2,718 | 99 | 0.0% | 0.0% | 170 | +3 | 0.11% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Added to | 2,442 | 89 | 0.0% | 0.0% | 171 | +279 | 12.9% | Q2 2026 | Aug 11, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 2,300 | 83 | 0.0% | 0.0% | 172 | -1,500 | -39.47% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | Added to | 1,921 | 70 | 0.0% | 0.0% | 173 | +1,885 | 5236.11% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 1,767 | 64 | 0.0% | — | 174 | +1,767 | New | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,586 | 57 | 0.0% | 0.0% | 175 | -1,151 | -42.05% | Q2 2026 | Jul 29, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,568 | 57 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 1,457 | 53 | 0.0% | — | 177 | +1,457 | New | Q2 2026 | Jul 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,373 | 50 | 0.0% | 0.0% | 178 | +1,303 | 1861.43% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,378 | 50 | 0.0% | 0.0% | 179 | -1,170 | -45.92% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,140 | 41 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Centennial Bank/AR/ | History | No change | 1,056 | 38 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 891 | 32 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Banque Cantonale Vaudoise | History | No change | 760 | 28 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blue Trust, Inc. | History | Added to | 714 | 26 | 0.0% | 0.0% | 184 | +4 | 0.56% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 692 | 25 | 0.0% | 0.0% | 186 | -979 | -58.59% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 688 | 25 | 0.0% | 0.0% | 185 | +50 | 7.84% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 663 | 24 | 0.0% | — | 187 | +652 | 5927.27% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 641 | 23 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | Reduced | 572 | 20 | 0.0% | 0.0% | 189 | -8 | -1.38% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | New | 516 | 18 | 0.0% | — | 190 | +516 | New | Q2 2026 | Aug 06, 2026 |
| Abound Wealth Management | History | New | 469 | 17 | 0.0% | — | 191 | +469 | New | Q2 2026 | Jul 10, 2026 |
| Oakmont Advisory Group, LLC | History | New | 459 | 16 | 0.01% | — | 192 | +459 | New | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | Added to | 412 | 15 | 0.0% | 0.0% | 193 | +8 | 1.98% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 392 | 14 | 0.0% | 0.0% | 194 | +154 | 64.71% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 360 | 13 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Planning Strategies Inc. | History | New | 242 | 8 | 0.0% | — | 197 | +242 | New | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 233 | 8 | 0.0% | — | 196 | +233 | New | Q2 2026 | Aug 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 206 | 7 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Oakworth Capital, Inc. | History | New | 189 | 6 | 0.0% | — | 199 | +189 | New | Q2 2026 | Jul 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 156 | 5 | 0.0% | 0.0% | 201 | -151 | -49.19% | Q2 2026 | Jul 23, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 147 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | New | 127 | 4 | 0.0% | — | 203 | +127 | New | Q2 2026 | Jul 22, 2026 |
| Timbuktu Capital Management, LLC | History | New | 122 | 4 | 0.01% | — | 204 | +122 | New | Q2 2026 | Aug 13, 2026 |
| Hurley Capital, LLC | History | Added to | 130 | 4 | 0.0% | 0.0% | 202 | +2 | 1.56% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 93 | 3 | 0.0% | 0.0% | 205 | -343 | -78.67% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 90 | 3 | 0.0% | 0.0% | 211 | +20 | 28.57% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 84 | 3 | 0.0% | 0.0% | 207 | +1 | 1.2% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 92 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 106 | 3 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFS Partners, LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Westfuller Advisors, LLC | History | No change | 109 | 3 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunrise Financial Services, LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 67 | 2 | 0.0% | 0.0% | 216 | -123 | -64.74% | Q2 2026 | Aug 12, 2026 |
| PlanVest Financial, Inc | History | Added to | 73 | 2 | 0.0% | 0.0% | 222 | +1 | 1.39% | Q2 2026 | Aug 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| HM PAYSON & CO | History | No change | 64 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bogart Wealth, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 68 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CVA Family Office, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAYBAN | History | No change | 77 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 56 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kings Path Partners LLC | History | New | 53 | 1 | 0.0% | — | 232 | +53 | New | Q2 2026 | Jul 14, 2026 |
| Strategic Advocates LLC | History | New | 45 | 1 | 0.0% | — | 231 | +45 | New | Q2 2026 | Aug 13, 2026 |
| Delos Wealth Advisors, LLC | History | New | 40 | 1 | 0.0% | — | 230 | +40 | New | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | New | 33 | 1 | 0.0% | — | 229 | +33 | New | Q2 2026 | Aug 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 28 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Front Row Advisors LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | No change | 35 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 32 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.02% | — | -1,286,963 | -100.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,515 | -100.0% | Q2 2026 | Jul 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,300 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.55% | — | -15,828 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,586 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,946 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cedrus Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -10,241 | -100.0% | Q2 2026 | Jul 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,889 | -100.0% | Q2 2026 | Aug 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -6,268 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -6,078 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,570 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,186 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,835 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,814 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,796 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 8 | 0 | — | 0.0% | — | -2,108 | -99.62% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -1,085 | -99.0% | Q2 2026 | Jul 06, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -718 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7 | 0 | — | 0.0% | — | -87 | -92.55% | Q2 2026 | Aug 12, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q2 2026 | Aug 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q2 2026 | Jul 02, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Jul 16, 2026 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 14, 2026 |
| Graney & King, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 07, 2026 |
| NFSG Corp | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 10 | 0 | — | — | — | -4 | -28.57% | Q2 2026 | Aug 06, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Management Professionals, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kilter Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vision Retirement, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |