FIRST TRUST EXCHANGE-TRADED FUND IV - KNG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 5,533,263 | 279,429 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 4,911,743 | 248,043 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,100,855 | 156,593 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,165,360 | 109,350 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,986,894 | 100,338 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,344,081 | 67,876 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,195,889 | 60,392 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,135,148 | 57,324 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,056,529 | 53,354 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 700,810 | 35,391 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Southern Financial Group, LLC | History | No change | 641,223 | 32,381 | 8.26% | 8.26% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 545,961 | 27,576 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 486,683 | 24,577 | 0.32% | 0.32% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wagner Wealth Management, LLC | History | No change | 420,348 | 21,227 | 3.93% | 3.93% | 14 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 393,338 | 19,863 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 389,251 | 19,657 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PSI Advisors, LLC | History | No change | 385,687 | 19,477 | 4.52% | 4.52% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 354,538 | 17,904 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 344,253 | 17,384 | 0.21% | 0.21% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 336,209 | 16,978 | 0.17% | 0.17% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 326,395 | 16,482 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 320,973 | 16,209 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curran Financial Partners, LLC | History | No change | 305,615 | 15,433 | 2.3% | 2.3% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Solitude Financial Services | History | No change | 282,994 | 14,291 | 3.96% | 3.96% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compass Financial Services Inc | History | No change | 269,549 | 13,612 | 5.09% | 5.09% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 249,008 | 12,575 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SlateStone Wealth, LLC | History | No change | 247,138 | 12,480 | 0.96% | 0.96% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Symphony Financial Services, Inc. | History | No change | 207,896 | 10,498 | 4.72% | 4.72% | 28 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 189,571 | 9,573 | 0.13% | 0.13% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 175,737 | 8,874 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 172,682 | 8,720 | 1.3% | 1.3% | 31 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 166,974 | 8,432 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Argent Advisors, Inc. | History | No change | 162,868 | 8,224 | 2.06% | 2.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 156,815 | 7,919 | 0.1% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 156,043 | 7,874 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 146,889 | 7,417 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 142,676 | 6,972 | 0.01% | 0.01% | 37 | +56,936 | 66.41% | Q3 2026 | Oct 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 134,177 | 6,775 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Snowden Capital Advisors LLC | History | No change | 133,085 | 6,720 | 0.16% | 0.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 125,064 | 6,316 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 120,881 | 6,104 | 0.29% | 0.29% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlas Private Wealth Advisors | History | No change | 116,194 | 5,867 | 1.28% | 1.28% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 117,705 | 5,666 | 0.1% | 0.13% | 43 | -19,220 | -14.04% | Q3 2026 | Oct 13, 2026 |
| Indivisible Partners | History | No change | 110,303 | 5,570 | 0.31% | 0.31% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 106,157 | 5,360 | 0.84% | 0.84% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prospera Financial Services Inc | History | No change | 102,447 | 5,174 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PFS Partners, LLC | History | No change | 98,075 | 4,952 | 2.01% | 2.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 96,695 | 4,883 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 101,003 | 4,862 | 0.03% | 0.04% | 49 | -4,246 | -4.03% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 94,745 | 4,784 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 94,344 | 4,764 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 90,516 | 4,571 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 87,567 | 4,422 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Next Level Private LLC | History | No change | 87,246 | 4,405 | 0.86% | 0.86% | 54 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 86,505 | 4,368 | 0.4% | 0.4% | 55 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 85,168 | 4,300 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 84,430 | 4,290 | 0.26% | 0.26% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 82,215 | 4,151 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 80,287 | 4,054 | 1.53% | 1.53% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 79,331 | 4,006 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 75,925 | 3,834 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 74,593 | 3,766 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 65,757 | 3,320 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Z3 Capital Partners, LLC | History | No change | 63,974 | 3,230 | 0.68% | 0.68% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 63,057 | 3,184 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Focus Partners Wealth | History | No change | 62,014 | 3,131 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 60,466 | 3,053 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 62,826 | 3,024 | 0.85% | 0.87% | 68 | +2,581 | 4.28% | Q3 2026 | Oct 09, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 59,020 | 2,980 | 0.6% | 0.6% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 57,700 | 2,913 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 57,473 | 2,902 | 0.86% | 0.86% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 57,453 | 2,901 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 55,939 | 2,824 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 55,436 | 2,799 | 0.45% | 0.45% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 54,010 | 2,727 | 0.16% | 0.16% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 56,551 | 2,722 | 0.01% | 0.01% | 76 | +18,000 | 46.69% | Q3 2026 | Oct 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 52,669 | 2,659 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 51,928 | 2,622 | 0.72% | 0.72% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Inspire Advisors, LLC | History | No change | 48,176 | 2,432 | 0.17% | 0.17% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 46,918 | 2,369 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 46,341 | 2,340 | 0.14% | 0.14% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 46,137 | 2,329 | 0.14% | 0.14% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 44,439 | 2,244 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 44,386 | 2,241 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 44,366 | 2,240 | 1.03% | 1.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Goldstone Financial Group, LLC | History | No change | 43,589 | 2,201 | 0.2% | 0.2% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 43,095 | 2,176 | 0.1% | 0.1% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sequent Planning LLC | History | No change | 42,195 | 2,130 | 0.46% | 0.46% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 40,069 | 2,023 | 1.97% | 1.97% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 39,576 | 1,998 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Maia Wealth LLC | History | No change | 38,911 | 1,965 | 0.29% | 0.29% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 37,453 | 1,891 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 36,027 | 1,819 | 0.69% | 0.69% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 35,807 | 1,808 | 0.3% | 0.3% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 33,697 | 1,701 | 0.66% | 0.66% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 33,700 | 1,701 | 0.7% | 0.7% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 32,827 | 1,657 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | Reduced | 34,391 | 1,655 | 0.29% | 0.32% | 98 | -199 | -0.58% | Q3 2026 | Oct 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 31,382 | 1,584 | 0.44% | 0.44% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tandem Financial, LLC | History | No change | 29,851 | 1,507 | 0.45% | 0.45% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 29,654 | 1,497 | 0.48% | 0.48% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 29,400 | 1,484 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 29,294 | 1,479 | 1.31% | 1.31% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Flaharty Asset Management, LLC | History | No change | 28,594 | 1,474 | 2.11% | 2.11% | 104 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 28,777 | 1,453 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 28,674 | 1,447 | 0.15% | 0.15% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 27,822 | 1,405 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 27,796 | 1,403 | 0.49% | 0.49% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 28,859 | 1,389 | 0.04% | 0.04% | 109 | -265 | -0.91% | Q3 2026 | Oct 08, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | No change | 27,321 | 1,379 | 1.1% | 1.1% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 26,949 | 1,360 | 0.69% | 0.69% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 26,369 | 1,332 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 26,273 | 1,326 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 25,896 | 1,307 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 27,013 | 1,300 | 0.29% | 0.32% | 115 | -1,104 | -3.93% | Q3 2026 | Oct 08, 2026 |
| AE Wealth Management LLC | History | No change | 25,726 | 1,299 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 25,587 | 1,292 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Independent Advisor Alliance | History | No change | 25,479 | 1,286 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 25,308 | 1,278 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triad Wealth Partners, LLC | History | No change | 24,867 | 1,271 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 24,906 | 1,257 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 24,854 | 1,251 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisory Group LLC | History | No change | 24,507 | 1,237 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schulz Wealth, LTD. | History | No change | 24,225 | 1,223 | 0.63% | 0.63% | 124 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 24,059 | 1,214 | 0.3% | 0.3% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 22,899 | 1,156 | 0.39% | 0.39% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 22,866 | 1,154 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Moors & Cabot, Inc. | History | No change | 22,606 | 1,141 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 22,313 | 1,126 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 21,841 | 1,103 | 0.33% | 0.33% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ignite Planners, LLC | History | Reduced | 22,180 | 1,067 | 0.14% | 0.15% | 131 | -91 | -0.41% | Q3 2026 | Oct 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 20,096 | 1,018 | 0.12% | 0.12% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NCM Capital Management, LLC | History | No change | 19,662 | 992 | 0.31% | 0.31% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 19,917 | 973 | 0.04% | 0.05% | 134 | -1,608 | -7.47% | Q3 2026 | Oct 09, 2026 |
| HighPoint Advisor Group LLC | History | No change | 18,029 | 910 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NWF Advisory Services Inc. | History | No change | 17,480 | 882 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WCG Wealth Advisors LLC | History | No change | 16,556 | 836 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 16,451 | 830 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schear Investment Advisers, LLC | History | New | 16,949 | 815 | 0.1% | — | 140 | +16,949 | New | Q3 2026 | Oct 14, 2026 |
| Tempo Wealth, LLC | History | Reduced | 16,949 | 815 | 0.1% | 0.14% | 139 | -1,146 | -6.33% | Q3 2026 | Oct 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 15,766 | 796 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 15,777 | 796 | 0.34% | 0.34% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 15,688 | 792 | 0.17% | 0.17% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 15,516 | 783 | 0.07% | 0.07% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 15,159 | 765 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 15,146 | 764 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 14,806 | 747 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 14,735 | 744 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MTM Investment Management, LLC | History | No change | 14,610 | 737 | 0.21% | 0.21% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Van Diest Capital, LLC | History | No change | 14,578 | 736 | 0.66% | 0.66% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | No change | 14,107 | 708 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 13,966 | 705 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 13,937 | 703 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 13,843 | 699 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sigma Planning Corp | History | No change | 13,856 | 699 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 13,815 | 697 | 0.22% | 0.22% | 156 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 13,735 | 693 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ethos Financial Group, LLC | History | No change | 12,740 | 663 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Herold Advisors, Inc. | History | No change | 13,074 | 661 | 0.13% | 0.13% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 12,950 | 653 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Harvest Investment Services, LLC | History | No change | 12,948 | 653 | 0.1% | 0.1% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 12,887 | 650 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,819 | 647 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WINNACLE WEALTH LLC | History | No change | 12,305 | 621 | 0.42% | 0.42% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NOVEM GROUP | History | No change | 12,201 | 616 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFG Investments, LLC | History | No change | 12,117 | 611 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| APS Management Group, Inc. | History | Reduced | 12,692 | 610 | 0.44% | 0.66% | 167 | -4,402 | -25.75% | Q3 2026 | Oct 14, 2026 |
| IFG Advisory, LLC | History | No change | 11,667 | 589 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 11,893 | 572 | 0.31% | 0.34% | 169 | -105 | -0.88% | Q3 2026 | Oct 08, 2026 |
| 1776 Wealth LLC | History | No change | 11,337 | 572 | 0.2% | 0.2% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 11,662 | 561 | 0.36% | 0.36% | 171 | -90 | -0.77% | Q3 2026 | Oct 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 11,035 | 557 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 10,952 | 553 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 10,701 | 540 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 10,671 | 538 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 10,586 | 534 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marion Wealth Management | History | No change | 10,454 | 527 | 0.11% | 0.11% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 10,429 | 526 | 0.14% | 0.14% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Balboa Wealth Partners | History | No change | 9,935 | 501 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 9,846 | 497 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 9,848 | 497 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SMITH, MOORE & CO. | History | No change | 9,828 | 496 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 10,290 | 495 | 0.05% | 0.05% | 183 | +587 | 6.05% | Q3 2026 | Oct 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 9,795 | 494 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signal Advisors Wealth, LLC | History | New | 10,169 | 489 | 0.02% | — | 186 | +10,169 | New | Q3 2026 | Oct 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 9,700 | 489 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 9,673 | 465 | 0.44% | 0.63% | 188 | -2,581 | -21.06% | Q3 2026 | Oct 07, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 9,173 | 465 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 9,600 | 462 | 0.21% | 0.23% | 189 | -100 | -1.03% | Q3 2026 | Oct 13, 2026 |
| Core Wealth Partners LLC | History | No change | 8,647 | 436 | 0.19% | 0.19% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,622 | 435 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFS Group,LLC | History | No change | 8,575 | 433 | 0.59% | 0.59% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 8,465 | 427 | 0.16% | 0.16% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,475 | 407 | 0.03% | 0.03% | 194 | +376 | 4.64% | Q3 2026 | Oct 08, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 8,019 | 404 | 0.14% | 0.14% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| G&S Capital LLC | History | No change | 7,948 | 401 | 0.12% | 0.12% | 196 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,926 | 400 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 7,837 | 396 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 7,830 | 395 | 0.1% | 0.1% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Semus Wealth Partners LLC | History | No change | 7,798 | 393 | 0.19% | 0.19% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 7,498 | 382 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 7,512 | 381 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 7,540 | 380 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 7,384 | 372 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Blueprint, LLC | History | No change | 7,356 | 371 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 7,272 | 367 | 0.15% | 0.15% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 7,265 | 366 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 7,260 | 366 | 0.15% | 0.15% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jacobi Capital Management LLC | History | No change | 7,181 | 362 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 7,500 | 361 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Global Assets Advisory, LLC | History | No change | 7,072 | 359 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,096 | 358 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chronos Wealth Management, LLC | History | No change | 7,050 | 356 | 0.16% | 0.16% | 213 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Share Andrew L. | History | No change | 7,000 | 353 | 0.18% | 0.18% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 6,739 | 340 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BOS Asset Management, LLC | History | Reduced | 7,028 | 338 | 0.08% | 0.08% | 217 | -238 | -3.28% | Q3 2026 | Oct 09, 2026 |
| Csenge Advisory Group | History | No change | 6,704 | 338 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | No change | 6,666 | 336 | 0.48% | 0.48% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Faithward Advisors, LLC | History | No change | 6,627 | 334 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Topsail Wealth Management, LLC | History | No change | 6,570 | 331 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,444 | 325 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 6,222 | 314 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,176 | 311 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 6,107 | 308 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 5,903 | 298 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Purewater Capital LLC | History | No change | 5,798 | 292 | 0.21% | 0.21% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 5,717 | 288 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,647 | 285 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,636 | 284 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,584 | 281 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,310 | 268 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Econ Financial Services Corp | History | No change | 5,247 | 264 | 0.12% | 0.12% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HBK Sorce Advisory LLC | History | No change | 5,020 | 260 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 5,162 | 260 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 5,111 | 258 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 5,035 | 254 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 5,035 | 254 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chris Bulman Inc | History | No change | 5,017 | 253 | 0.09% | 0.09% | 238 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 4,982 | 251 | 0.19% | 0.19% | 239 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,953 | 250 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSG Advisors LLC | History | No change | 4,914 | 248 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 4,900 | 247 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,882 | 246 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,842 | 244 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 4,966 | 241 | 0.1% | 0.1% | 245 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | No change | 4,700 | 237 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,803 | 231 | 0.01% | 0.01% | 247 | -486 | -9.19% | Q3 2026 | Oct 08, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 4,525 | 228 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 4,523 | 228 | 0.07% | 0.07% | 249 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,473 | 225 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 4,337 | 219 | 0.12% | 0.12% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DB&C Advisors, LLC | History | No change | 4,355 | 219 | 0.24% | 0.24% | 252 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 4,320 | 218 | 0.08% | 0.08% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 4,298 | 217 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 4,297 | 216 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 4,219 | 213 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 4,125 | 208 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keystone Financial Group | History | No change | 4,093 | 206 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,024 | 203 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hofer & Associates. Inc | History | New | 4,162 | 200 | 0.14% | — | 262 | +4,162 | New | Q3 2026 | Oct 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 4,162 | 200 | 0.14% | 0.16% | 260 | -58 | -1.37% | Q3 2026 | Oct 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 3,979 | 200 | 0.11% | 0.11% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,523 | 178 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,490 | 176 | 0.07% | 0.07% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,365 | 169 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,476 | 125 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 2,298 | 116 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 2,174 | 109 | 0.07% | 0.07% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,008 | 101 | 0.1% | 0.1% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHP Wealth Management | History | No change | 1,831 | 92 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,500 | 75 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,471 | 74 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 1,389 | 70 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,350 | 68 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,230 | 62 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 10Elms LLP | History | No change | 1,115 | 56 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,014 | 51 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,009 | 50 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 970 | 46 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 796 | 40 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bullseye Investment Management, LLC | History | No change | 652 | 32 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 600 | 30 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Darwin Wealth Management, LLC | History | No change | 593 | 29 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Graney & King, LLC | History | No change | 564 | 28 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 564 | 28 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 500 | 25 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 500 | 25 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 481 | 24 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Quantum Portfolio Management LLC | History | No change | 494 | 24 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 450 | 22 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | No change | 371 | 18 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 290 | 14 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 260 | 13 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 162 | 8 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 145 | 7 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 154 | 7 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 142 | 6 | 0.01% | 0.0% | 297 | +3 | 2.16% | Q3 2026 | Oct 14, 2026 |
| Davis Capital Management | History | No change | 132 | 6 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 102 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 105 | 5 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |