FIRST TRUST EXCHANGE-TRADED FUND IV - LMBS
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 | Added to | 15,749,351 | 784,002 | 0.04% | 0.05% | 1 | +396,525 | 2.58% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 13,749,810 | 684,465 | 0.15% | 0.16% | 2 | +1,413,004 | 11.45% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,707,317 | 284,110 | 0.05% | 0.05% | 3 | -75,597 | -1.31% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 4,963,253 | 247,070 | 0.03% | 0.04% | 4 | +227,058 | 4.79% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,275,132 | 212,816 | 0.06% | 0.06% | 5 | +168,563 | 4.1% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,358,268 | 167,174 | 0.02% | 0.03% | 6 | +115,402 | 3.56% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,737,725 | 136,283 | 0.12% | 0.14% | 7 | +185,998 | 7.29% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,112,029 | 105,136 | 0.1% | 0.1% | 8 | +241,404 | 12.9% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,030,760 | 101,091 | 0.01% | 0.01% | 9 | +29,210 | 1.46% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,820,529 | 90,625 | 0.05% | 0.05% | 10 | +299,649 | 19.7% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,533,711 | 76,348 | 0.1% | 0.1% | 11 | +73,912 | 5.06% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,351,222 | 67,263 | 0.04% | 0.04% | 12 | +128,969 | 10.55% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,315,350 | 65,478 | 0.56% | 0.77% | 13 | -109,490 | -7.68% | Q2 2026 | Jul 27, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,139,455 | 56,722 | 2.9% | 3.14% | 14 | +11,766 | 1.04% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,019,474 | 50,749 | 0.01% | 0.01% | 15 | +137,128 | 15.54% | Q2 2026 | Sep 23, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 952,240 | 47,402 | 3.47% | 3.65% | 16 | +43,110 | 4.74% | Q2 2026 | Aug 06, 2026 |
| Harvest Investment Services, LLC | History | Added to | 902,106 | 44,906 | 6.94% | 8.16% | 17 | +6,455 | 0.72% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | Added to | 901,794 | 44,891 | 1.82% | 1.9% | 18 | +68,317 | 8.2% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 799,678 | 39,835 | 0.02% | 0.02% | 19 | +156,214 | 24.28% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 762,206 | 37,953 | 0.04% | 0.05% | 20 | +69,723 | 10.07% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 749,561 | 37,313 | 0.09% | 0.1% | 21 | +8,693 | 1.17% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 718,902 | 35,786 | 0.48% | 0.56% | 22 | -11,718 | -1.6% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 678,374 | 33,769 | 0.03% | 0.03% | 23 | -28,517 | -4.03% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Reduced | 643,298 | 32,023 | 0.06% | 0.07% | 24 | -13,989 | -2.13% | Q2 2026 | Jul 30, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 619,993 | 30,863 | 1.57% | 1.73% | 25 | +9,765 | 1.6% | Q2 2026 | Jul 16, 2026 |
| Trilogy Capital Inc. | History | Added to | 574,767 | 28,611 | 1.11% | 1.22% | 26 | +16,726 | 3.0% | Q2 2026 | Jul 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 569,240 | 28,336 | 0.13% | 0.14% | 27 | -15,207 | -2.6% | Q2 2026 | Jul 27, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 559,940 | 27,873 | 1.66% | 1.95% | 28 | +31,562 | 5.97% | Q2 2026 | Jul 10, 2026 |
| Prospera Financial Services Inc | History | Reduced | 524,477 | 26,110 | 0.38% | 0.43% | 29 | -12,206 | -2.27% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | Added to | 521,063 | 25,938 | 0.11% | 0.1% | 30 | +123,379 | 31.02% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 504,821 | 25,129 | 0.16% | 0.18% | 31 | +57,764 | 12.92% | Q2 2026 | Sep 08, 2026 |
| CWM, LLC | History | No change | 483,115 | 24,063 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 482,534 | 24,020 | 0.23% | 0.23% | 33 | +65,567 | 15.72% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 471,806 | 23,486 | 2.7% | 2.85% | 34 | +36,987 | 8.51% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 469,054 | 23,349 | 0.03% | 0.04% | 35 | -45,890 | -8.91% | Q2 2026 | Aug 12, 2026 |
| W1M Asset Management Ltd | History | Added to | 455,785 | 22,682 | 0.21% | 0.21% | 36 | +76,353 | 20.12% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Reduced | 448,829 | 22,342 | 0.22% | 0.26% | 37 | -3,788 | -0.84% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | Reduced | 423,154 | 21,064 | 0.03% | 0.03% | 38 | -12,505 | -2.87% | Q2 2026 | Aug 14, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 421,868 | 21,000 | 7.04% | 8.07% | 39 | -15,222 | -3.48% | Q2 2026 | Jul 17, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 420,465 | 20,888 | 2.39% | 2.45% | 40 | +24,817 | 6.27% | Q2 2026 | Jul 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 403,638 | 20,093 | 0.06% | 0.07% | 41 | +13,875 | 3.56% | Q2 2026 | Aug 12, 2026 |
| Carrera Capital Advisors | History | Added to | 373,946 | 18,615 | 2.76% | 2.72% | 42 | +19,927 | 5.63% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 352,904 | 17,567 | 0.19% | 0.25% | 43 | -52,871 | -13.03% | Q2 2026 | Jul 28, 2026 |
| TL Private Wealth | History | Added to | 351,110 | 17,411 | 6.38% | 6.65% | 44 | +14,004 | 4.15% | Q2 2026 | Jul 08, 2026 |
| TD Capital Management LLC | History | Added to | 346,384 | 17,242 | 1.41% | 1.41% | 45 | +31,442 | 9.98% | Q2 2026 | Aug 06, 2026 |
| American Financial Advisors, LLC | History | Reduced | 341,860 | 17,017 | 2.05% | 2.28% | 46 | -1,904 | -0.55% | Q2 2026 | Jul 14, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 336,370 | 16,744 | 3.38% | 3.75% | 47 | +21,015 | 6.66% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 332,148 | 16,534 | 0.03% | 0.03% | 48 | +13,708 | 4.3% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 327,531 | 16,304 | 0.02% | 0.02% | 49 | +68,851 | 26.62% | Q2 2026 | Jul 28, 2026 |
| Prism Advisors, Inc. | History | Added to | 316,571 | 15,758 | 3.83% | 4.14% | 50 | +5,112 | 1.64% | Q2 2026 | Jul 24, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 313,206 | 15,591 | 1.0% | 1.21% | 51 | -3,096 | -0.98% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 305,911 | 15,228 | 0.05% | 0.05% | 52 | +45,436 | 17.44% | Q2 2026 | Jul 28, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 303,619 | 15,114 | 0.48% | 0.49% | 53 | +11,798 | 4.04% | Q2 2026 | Aug 20, 2026 |
| Secure Asset Management, LLC | History | Added to | 296,908 | 14,780 | 2.07% | 2.19% | 54 | +18,853 | 6.78% | Q2 2026 | Jul 15, 2026 |
| Carter Financial, LLC | History | Added to | 271,854 | 13,532 | 10.15% | 10.34% | 55 | +33,017 | 13.82% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 270,349 | 13,457 | 0.24% | 0.3% | 56 | -24,819 | -8.41% | Q2 2026 | Jul 20, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 267,156 | 13,287 | 4.52% | 4.91% | 57 | +3,211 | 1.22% | Q2 2026 | Jul 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 261,396 | 13,012 | 1.24% | 1.29% | 58 | +26,507 | 11.28% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 260,632 | 12,974 | 1.28% | 1.25% | 59 | +32,796 | 14.39% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 258,857 | 12,885 | 0.03% | 0.03% | 60 | +41,632 | 19.17% | Q2 2026 | Aug 07, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 258,802 | 12,883 | 2.43% | 3.32% | 61 | +6,396 | 2.53% | Q2 2026 | Jul 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 253,730 | 12,630 | 0.23% | 0.22% | 62 | +66,721 | 35.68% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 244,622 | 12,177 | 0.06% | 0.01% | 63 | +191,333 | 359.05% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 242,146 | 12,054 | 0.12% | 0.15% | 64 | +3,513 | 1.47% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 239,372 | 11,915 | 0.24% | 0.27% | 65 | +5,166 | 2.21% | Q2 2026 | Aug 06, 2026 |
| PFS Partners, LLC | History | Added to | 236,514 | 11,773 | 4.77% | 5.13% | 66 | +11,624 | 5.17% | Q2 2026 | Jul 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 230,934 | 11,495 | 0.18% | — | 67 | +230,934 | New | Q2 2026 | Jul 28, 2026 |
| WESBANCO BANK INC | History | Added to | 225,332 | 11,217 | 0.28% | 0.29% | 68 | +18,556 | 8.97% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 221,517 | 11,027 | 0.23% | 0.21% | 69 | +42,727 | 23.9% | Q2 2026 | Jul 29, 2026 |
| Certified Advisory Corp | History | Added to | 219,609 | 10,932 | 0.88% | 0.03% | 70 | +213,157 | 3303.74% | Q2 2026 | Jul 16, 2026 |
| Grove Bank & Trust | History | Added to | 219,414 | 10,922 | 1.08% | 1.17% | 71 | +10,977 | 5.27% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 217,699 | 10,837 | 0.0% | 0.0% | 72 | +78,997 | 56.95% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 215,629 | 10,734 | 0.0% | 0.0% | 73 | +26,543 | 14.04% | Q2 2026 | Aug 03, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 215,502 | 10,727 | 0.29% | 0.31% | 74 | +11,836 | 5.81% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 208,640 | 10,386 | 1.15% | 1.15% | 75 | +18,550 | 9.76% | Q2 2026 | Jul 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 208,620 | 10,385 | 0.06% | 0.05% | 76 | +30,895 | 17.38% | Q2 2026 | Jul 24, 2026 |
| Petix & Botte Co | History | Reduced | 207,621 | 10,335 | 2.08% | 2.37% | 77 | -5,888 | -2.76% | Q2 2026 | Aug 04, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 200,002 | 9,956 | 3.38% | 3.2% | 78 | +45,769 | 29.68% | Q2 2026 | Jul 15, 2026 |
| LexAurum Advisors, LLC | History | Added to | 193,250 | 9,620 | 1.11% | 1.19% | 79 | +9,155 | 4.97% | Q2 2026 | Jul 15, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 192,500 | 9,582 | 2.62% | 2.89% | 80 | +6,370 | 3.42% | Q2 2026 | Jul 21, 2026 |
| TCP Asset Management, LLC | History | Added to | 188,811 | 9,399 | 1.07% | 1.1% | 81 | +16,311 | 9.46% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 185,519 | 9,235 | 0.07% | 0.09% | 82 | +664 | 0.36% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 183,745 | 9,146 | 0.01% | 0.02% | 83 | -12,366 | -6.31% | Q2 2026 | Aug 05, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 179,754 | 8,948 | 4.13% | 4.83% | 84 | -13,984 | -7.22% | Q2 2026 | Aug 04, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 175,229 | 8,722 | 1.88% | 3.03% | 85 | -75,756 | -30.18% | Q2 2026 | Jul 13, 2026 |
| Arax Advisory Partners | History | Added to | 173,123 | 8,618 | 0.06% | 0.09% | 86 | +108,763 | 168.99% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 169,635 | 8,444 | 0.0% | 0.0% | 87 | +82,672 | 95.07% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 165,085 | 8,217 | 0.17% | 0.2% | 88 | +60,927 | 58.49% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 164,855 | 8,206 | 0.02% | 0.02% | 89 | -17,157 | -9.43% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | Added to | 163,049 | 8,116 | 0.09% | 0.1% | 90 | +306 | 0.19% | Q2 2026 | Jul 29, 2026 |
| EdgeRock Capital LLC | History | Added to | 150,044 | 7,469 | 1.69% | 1.94% | 91 | +5,862 | 4.07% | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 149,848 | 7,459 | 0.47% | 0.69% | 92 | +7,605 | 5.35% | Q2 2026 | Aug 10, 2026 |
| MRA Advisory Group | History | Added to | 148,202 | 7,377 | 2.67% | 2.96% | 93 | +2,550 | 1.75% | Q2 2026 | Jul 08, 2026 |
| Fairway Financial, LLC | History | Added to | 145,852 | 7,260 | 4.96% | 5.38% | 94 | +3,720 | 2.62% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | Reduced | 143,639 | 7,150 | 0.13% | 0.18% | 95 | -25,577 | -15.12% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 141,131 | 7,025 | 0.17% | 0.17% | 96 | +9,143 | 6.93% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 139,646 | 6,951 | 0.11% | 0.11% | 97 | +19,409 | 16.14% | Q2 2026 | Jul 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 139,177 | 6,928 | 0.11% | 0.14% | 98 | -1,445 | -1.03% | Q2 2026 | Jul 31, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 137,684 | 6,853 | 2.51% | 2.67% | 99 | -1,787 | -1.28% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 137,190 | 6,829 | 0.0% | — | 100 | +137,190 | New | Q2 2026 | Sep 02, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 135,807 | 6,760 | 1.9% | 2.06% | 101 | +4,667 | 3.56% | Q2 2026 | Jul 13, 2026 |
| Triumph Capital Management | History | Reduced | 135,124 | 6,726 | 1.22% | 1.42% | 102 | -5,123 | -3.65% | Q2 2026 | Jul 20, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 133,458 | 6,643 | 1.37% | — | 103 | +133,458 | New | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | Added to | 132,127 | 6,577 | 0.07% | 0.08% | 104 | +13,103 | 11.01% | Q2 2026 | Aug 12, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 129,770 | 6,459 | 3.81% | 4.41% | 105 | -10,161 | -7.26% | Q2 2026 | Jul 22, 2026 |
| Independent Advisor Alliance | History | Reduced | 127,932 | 6,368 | 0.15% | 0.2% | 106 | -246,771 | -65.86% | Q2 2026 | Aug 12, 2026 |
| Kirkwood Financial Services | History | Added to | 127,287 | 6,337 | 1.81% | 1.98% | 107 | +11,431 | 9.87% | Q2 2026 | Aug 25, 2026 |
| Heartland Bank & Trust Co | History | Added to | 126,644 | 6,304 | 1.3% | 1.28% | 108 | +13,028 | 11.47% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 125,279 | 6,236 | 0.03% | 0.04% | 109 | -12,422 | -9.02% | Q2 2026 | Sep 23, 2026 |
| Vivaldi Capital Management LP | History | No change | 120,305 | 5,992 | 0.83% | 0.83% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Indivisible Partners | History | New | 118,154 | 5,881 | 0.33% | — | 111 | +118,154 | New | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 114,948 | 5,725 | 0.0% | 0.0% | 112 | +21,888 | 23.52% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Reduced | 112,574 | 5,603 | 0.01% | 0.01% | 113 | -19,178 | -14.56% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 109,190 | 5,435 | 0.06% | 0.09% | 114 | -32,870 | -23.14% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 108,213 | 5,387 | 0.01% | 0.01% | 115 | +7,623 | 7.58% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 105,087 | 5,231 | 0.03% | 0.04% | 116 | -11,648 | -9.98% | Q2 2026 | Aug 17, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 99,437 | 4,950 | 1.52% | 1.63% | 117 | +4,408 | 4.64% | Q2 2026 | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 98,050 | 4,880 | 0.05% | 0.06% | 118 | -4,075 | -3.99% | Q2 2026 | Aug 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 97,976 | 4,880 | 0.12% | 0.12% | 119 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 97,648 | 4,860 | 0.16% | 0.13% | 120 | +9,367 | 10.61% | Q2 2026 | Jul 24, 2026 |
| James J. Burns & Company, LLC | History | Added to | 95,616 | 4,759 | 0.52% | 0.63% | 121 | +1,846 | 1.97% | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 95,005 | 4,729 | 0.12% | 0.18% | 122 | -29,661 | -23.79% | Q2 2026 | Jul 07, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 94,587 | 4,709 | 0.12% | 0.14% | 123 | -785 | -0.82% | Q2 2026 | Jul 28, 2026 |
| Friedenthal Financial | History | Added to | 89,209 | 4,440 | 2.05% | 2.1% | 124 | +5,047 | 6.0% | Q2 2026 | Jul 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 88,335 | 4,397 | 0.53% | — | 125 | +88,335 | New | Q2 2026 | Aug 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 87,761 | 4,368 | 0.03% | 0.03% | 126 | +6,842 | 8.46% | Q2 2026 | Aug 10, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 86,743 | 4,318 | 2.53% | — | 127 | +86,743 | New | Q2 2026 | Aug 10, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 86,705 | 4,316 | 2.41% | 2.4% | 128 | +9,843 | 12.81% | Q2 2026 | Jul 24, 2026 |
| Anfield Capital Management, LLC | History | No change | 85,015 | 4,234 | 1.16% | 1.16% | 129 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 80,488 | 4,006 | 0.04% | 0.03% | 130 | +27,452 | 51.76% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 80,173 | 3,990 | 3.2% | 3.71% | 131 | -1,134 | -1.39% | Q2 2026 | Aug 28, 2026 |
| Sovran Advisors, LLC | History | Reduced | 79,857 | 3,951 | 0.29% | 0.48% | 132 | -42,715 | -34.85% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 75,475 | 3,757 | 0.02% | 0.01% | 133 | +27,786 | 58.27% | Q2 2026 | Aug 13, 2026 |
| Claris Financial LLC | History | No change | 74,544 | 3,713 | 2.03% | 2.03% | 134 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 72,686 | 3,618 | 3.17% | 3.34% | 135 | +9,116 | 14.34% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 70,890 | 3,528 | 0.29% | 0.35% | 136 | -2,218 | -3.03% | Q2 2026 | Aug 06, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 69,264 | 3,447 | 1.01% | 1.37% | 137 | -21,326 | -23.54% | Q2 2026 | Jul 09, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 69,256 | 3,447 | 2.76% | 3.01% | 138 | +1,000 | 1.47% | Q2 2026 | Aug 06, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 68,536 | 3,411 | 1.88% | 1.99% | 139 | +2,681 | 4.07% | Q2 2026 | Jul 09, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 66,075 | 3,289 | 1.81% | 2.03% | 140 | +2,640 | 4.16% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 65,706 | 3,270 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 65,450 | 3,258 | 0.1% | 0.11% | 142 | +2,347 | 3.72% | Q2 2026 | Jul 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 65,423 | 3,256 | 0.11% | 0.14% | 143 | -7,206 | -9.92% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 65,307 | 3,250 | 0.21% | 0.21% | 144 | +8,048 | 14.06% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 64,986 | 3,235 | 0.06% | 0.06% | 145 | +4,556 | 7.54% | Q2 2026 | Jul 09, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 64,810 | 3,226 | 0.29% | 0.16% | 146 | +46,773 | 259.32% | Q2 2026 | Aug 06, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 64,522 | 3,211 | 0.3% | 0.35% | 147 | -1,989 | -2.99% | Q2 2026 | Jul 21, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 63,556 | 3,163 | 0.24% | 0.26% | 148 | +860 | 1.37% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 63,444 | 3,158 | 0.19% | 0.21% | 149 | +6,277 | 10.98% | Q2 2026 | Aug 07, 2026 |
| Insight Inv LLC | History | Added to | 62,900 | 3,131 | 1.48% | 1.42% | 150 | +10,767 | 20.65% | Q2 2026 | Jul 23, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 61,013 | 3,037 | 0.18% | 0.3% | 151 | -91,978 | -60.12% | Q2 2026 | Aug 04, 2026 |
| APS Management Group, Inc. | History | Added to | 60,121 | 2,992 | 2.3% | 2.38% | 152 | +4,176 | 7.46% | Q2 2026 | Jul 10, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 59,846 | 2,979 | 0.03% | 0.03% | 153 | -886 | -1.46% | Q2 2026 | Jul 24, 2026 |
| IHT Wealth Management, LLC | History | Added to | 59,667 | 2,970 | 0.06% | 0.05% | 154 | +13,880 | 30.31% | Q2 2026 | Aug 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 59,280 | 2,950 | 1.14% | 1.28% | 155 | +1,053 | 1.81% | Q2 2026 | Aug 05, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 57,838 | 2,879 | 0.39% | 2.32% | 156 | -236,193 | -80.33% | Q2 2026 | Jul 15, 2026 |
| CITY HOLDING CO | History | Added to | 57,711 | 2,872 | 0.32% | 0.35% | 157 | +2,276 | 4.11% | Q2 2026 | Jul 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 57,218 | 2,848 | 0.02% | 0.02% | 158 | +8,236 | 16.81% | Q2 2026 | Jul 20, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 56,786 | 2,826 | 0.45% | 0.46% | 159 | +5,274 | 10.24% | Q2 2026 | Jul 24, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 56,596 | 2,817 | 0.11% | 0.12% | 160 | +3,317 | 6.23% | Q2 2026 | Jul 24, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 54,825 | 2,729 | 2.57% | 2.4% | 161 | +11,047 | 25.23% | Q2 2026 | Jul 13, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 55,078 | 2,725 | 0.38% | 0.29% | 162 | +1,887 | 3.55% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 54,484 | 2,712 | 0.04% | 0.04% | 163 | +12,335 | 29.27% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 53,522 | 2,664 | 0.24% | 0.29% | 164 | -24 | -0.04% | Q2 2026 | Jul 22, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 53,440 | 2,660 | 0.91% | 1.12% | 165 | -591 | -1.09% | Q2 2026 | Aug 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 52,886 | 2,632 | 0.03% | 0.02% | 166 | +20,824 | 64.95% | Q2 2026 | Aug 18, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 53,042 | 2,465 | 1.85% | 2.3% | 167 | -15,604 | -22.73% | Q2 2026 | Jul 30, 2026 |
| Sigma Planning Corp | History | Reduced | 49,197 | 2,449 | 0.06% | 0.1% | 168 | -22,261 | -31.15% | Q2 2026 | Aug 07, 2026 |
| Maridea Wealth Management LLC | History | Added to | 49,095 | 2,443 | 0.26% | 0.33% | 169 | +3,276 | 7.15% | Q2 2026 | Aug 06, 2026 |
| Stenger Family Office, LLC | History | Reduced | 49,064 | 2,442 | 0.39% | 0.47% | 170 | -4,039 | -7.61% | Q2 2026 | Jul 13, 2026 |
| SMART Wealth LLC | History | Added to | 48,850 | 2,431 | 0.52% | 0.34% | 171 | +25,780 | 111.75% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 48,784 | 2,428 | 0.15% | 0.18% | 172 | +379 | 0.78% | Q2 2026 | Jul 23, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 48,542 | 2,416 | 0.75% | 1.16% | 173 | -14,000 | -22.38% | Q2 2026 | Jul 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 48,237 | 2,401 | 0.61% | 0.68% | 174 | +2,358 | 5.14% | Q2 2026 | Jul 20, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 47,338 | 2,356 | 0.57% | 0.62% | 175 | +3,900 | 8.98% | Q2 2026 | Aug 14, 2026 |
| Traction Financial Partners, LLC | History | Added to | 46,660 | 2,322 | 1.23% | 1.35% | 176 | +2,733 | 6.22% | Q2 2026 | Aug 13, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 46,633 | 2,321 | 1.4% | 1.54% | 177 | +1,133 | 2.49% | Q2 2026 | Jul 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 45,549 | 2,267 | 0.14% | 0.15% | 178 | +91 | 0.2% | Q2 2026 | Aug 12, 2026 |
| Clear Point Advisors Inc. | History | New | 45,392 | 2,259 | 2.0% | — | 179 | +45,392 | New | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 45,200 | 2,250 | 0.0% | 0.0% | 180 | -4,891 | -9.76% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 44,539 | 2,217 | 0.01% | 0.01% | 181 | -5,024 | -10.14% | Q2 2026 | Jul 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 44,459 | 2,213 | 0.06% | 0.06% | 182 | -1,173 | -2.57% | Q2 2026 | Aug 11, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 43,258 | 2,153 | 0.78% | 0.91% | 183 | -2,351 | -5.15% | Q2 2026 | Jul 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 42,898 | 2,135 | 0.04% | 0.06% | 184 | -8,997 | -17.34% | Q2 2026 | Jul 15, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 42,547 | 2,117 | 1.45% | — | 185 | +42,547 | New | Q2 2026 | Jul 22, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 42,184 | 2,099 | 0.59% | 1.06% | 186 | -25,827 | -37.97% | Q2 2026 | Aug 12, 2026 |
| Chris Bulman Inc | History | Added to | 41,899 | 2,085 | 0.76% | 0.84% | 187 | +3,343 | 8.67% | Q2 2026 | Jul 22, 2026 |
| ProCore Advisors, LLC | History | Added to | 40,741 | 2,028 | 2.51% | 2.88% | 188 | +3,022 | 8.01% | Q2 2026 | Jul 27, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 40,133 | 1,997 | 1.76% | 1.95% | 189 | +2,588 | 6.89% | Q2 2026 | Jul 09, 2026 |
| Midwest Financial Group LLC | History | Added to | 38,313 | 1,907 | 0.67% | 0.78% | 190 | +1,369 | 3.71% | Q2 2026 | Jul 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 37,917 | 1,888 | 0.05% | 0.06% | 191 | -2,330 | -5.79% | Q2 2026 | Aug 07, 2026 |
| Center For Asset Management LLC | History | Added to | 37,579 | 1,870 | 0.83% | 0.91% | 192 | +591 | 1.6% | Q2 2026 | Jul 27, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 37,554 | 1,869 | 0.79% | 1.18% | 193 | +7,413 | 24.59% | Q2 2026 | Jul 17, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 37,120 | 1,847 | 1.11% | 1.3% | 194 | -25 | -0.07% | Q2 2026 | Jul 23, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 37,021 | 1,842 | 0.45% | 0.49% | 195 | -47 | -0.13% | Q2 2026 | Jul 21, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 36,781 | 1,830 | 1.02% | 1.03% | 196 | +4,195 | 12.87% | Q2 2026 | Aug 07, 2026 |
| Patten Group, Inc. | History | Reduced | 36,364 | 1,810 | 0.28% | 0.34% | 197 | -2,929 | -7.45% | Q2 2026 | Aug 06, 2026 |
| Maia Wealth LLC | History | Reduced | 36,120 | 1,798 | 0.26% | 0.32% | 198 | -2,270 | -5.91% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 36,034 | 1,793 | 0.06% | 0.07% | 199 | -567 | -1.55% | Q2 2026 | Jul 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 36,000 | 1,792 | 0.0% | — | 200 | +36,000 | New | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 35,798 | 1,782 | 0.35% | 0.41% | 201 | -466 | -1.29% | Q2 2026 | Aug 05, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 35,652 | 1,774 | 1.43% | 1.54% | 202 | +1,088 | 3.15% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 35,285 | 1,756 | 0.07% | 0.05% | 203 | +14,704 | 71.44% | Q2 2026 | Aug 17, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 35,168 | 1,750 | 1.5% | 1.73% | 204 | -90 | -0.26% | Q2 2026 | Jul 07, 2026 |
| AE Wealth Management LLC | History | Added to | 34,601 | 1,722 | 0.01% | 0.01% | 205 | +2,266 | 7.01% | Q2 2026 | Aug 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 34,170 | 1,701 | 0.02% | 0.02% | 206 | +478 | 1.42% | Q2 2026 | Aug 05, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 21,051 | 1,664 | 0.58% | 0.34% | 207 | +4,075 | 24.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Advisors Network LLC | History | Added to | 33,286 | 1,656 | 0.08% | 0.03% | 208 | +22,832 | 218.4% | Q2 2026 | Aug 11, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 32,965 | 1,641 | 0.3% | 0.55% | 209 | -21,411 | -39.38% | Q2 2026 | Aug 05, 2026 |
| Arcadia Wealth Management, Inc. | History | Reduced | 32,856 | 1,635 | 0.78% | 0.89% | 210 | -250 | -0.76% | Q2 2026 | Aug 11, 2026 |
| CARLSON FINANCIAL, INC. | History | Reduced | 32,821 | 1,633 | 0.83% | 0.98% | 211 | -545 | -1.63% | Q2 2026 | Aug 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 32,511 | 1,618 | 0.03% | 0.05% | 212 | +2,391 | 7.94% | Q2 2026 | Jul 21, 2026 |
| O'Connor Financial Group LLC | History | Added to | 32,465 | 1,616 | 0.57% | 0.27% | 213 | +19,373 | 147.98% | Q2 2026 | Jul 17, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 32,425 | 1,614 | 0.16% | 0.18% | 214 | -25 | -0.08% | Q2 2026 | Jul 21, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 32,026 | 1,593 | 0.08% | 0.1% | 215 | -7,225 | -18.41% | Q2 2026 | Jul 28, 2026 |
| Team Financial Group, LLC | History | Added to | 31,728 | 1,579 | 0.67% | 0.69% | 216 | +1,343 | 4.42% | Q2 2026 | Jul 10, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 31,259 | 1,556 | 0.02% | 0.02% | 217 | -7,588 | -19.53% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 30,548 | 1,520 | 0.37% | 0.41% | 218 | +2,053 | 7.2% | Q2 2026 | Jul 30, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 29,782 | 1,482 | 0.04% | 0.02% | 219 | +17,843 | 149.45% | Q2 2026 | Jul 15, 2026 |
| Balefire, LLC | History | Reduced | 29,715 | 1,479 | 0.24% | 0.33% | 220 | -5,693 | -16.08% | Q2 2026 | Jul 07, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 29,625 | 1,474 | 0.1% | 0.1% | 221 | +4,093 | 16.03% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 29,376 | 1,462 | 0.05% | 0.06% | 222 | +9,333 | 46.56% | Q2 2026 | Aug 06, 2026 |
| Wall Street Financial Group, Inc. | History | New | 29,324 | 1,459 | 0.78% | — | 223 | +29,324 | New | Q2 2026 | Jul 13, 2026 |
| Synergy Asset Management, LLC | History | Added to | 28,369 | 1,412 | 0.13% | 0.12% | 224 | +6,316 | 28.64% | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 28,100 | 1,398 | 0.05% | 0.06% | 225 | -5,583 | -16.58% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,051 | 1,393 | 0.0% | 0.0% | 226 | +559 | 2.03% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 27,586 | 1,373 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 27,025 | 1,345 | 0.07% | 0.08% | 228 | -2,650 | -8.93% | Q2 2026 | Jul 08, 2026 |
| Mariner, LLC | History | Reduced | 26,547 | 1,321 | 0.0% | 0.01% | 229 | -70,969 | -72.78% | Q2 2026 | Aug 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 25,238 | 1,256 | 0.25% | 0.29% | 230 | -1,126 | -4.27% | Q2 2026 | Jul 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 25,416 | 1,254 | 0.03% | 0.03% | 231 | -652 | -2.5% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 24,639 | 1,226 | 0.01% | 0.02% | 232 | -3,765 | -13.26% | Q2 2026 | Jul 22, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 24,252 | 1,207 | 0.34% | 0.4% | 233 | +1,177 | 5.1% | Q2 2026 | Jul 24, 2026 |
| PlanVest Financial, Inc | History | Added to | 23,085 | 1,149 | 0.77% | 0.87% | 234 | +69 | 0.3% | Q2 2026 | Aug 10, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 23,068 | 1,148 | 0.04% | 0.05% | 235 | -619 | -2.61% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | New | 23,016 | 1,145 | 0.01% | — | 236 | +23,016 | New | Q2 2026 | Aug 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 22,852 | 1,138 | 0.43% | 0.43% | 237 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Global Assets Advisory, LLC | History | New | 22,874 | 1,136 | 0.25% | — | 239 | +22,874 | New | Q2 2026 | Jul 27, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 22,831 | 1,136 | 0.38% | 0.43% | 238 | -21 | -0.09% | Q2 2026 | Jul 17, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | Added to | 22,476 | 1,118 | 1.0% | 0.36% | 240 | +15,483 | 221.41% | Q2 2026 | Jul 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 22,344 | 1,112 | 0.05% | 0.06% | 241 | -1,749 | -7.26% | Q2 2026 | Jul 23, 2026 |
| KINTRA WEALTH, LLC | History | New | 21,758 | 1,081 | 0.06% | — | 242 | +21,758 | New | Q2 2026 | Aug 14, 2026 |
| S Harris Financial Group, LLC | History | New | 21,721 | 1,081 | 0.84% | — | 243 | +21,721 | New | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 21,677 | 1,079 | 0.01% | 0.01% | 244 | +3,201 | 17.33% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,511 | 1,070 | 0.01% | 0.01% | 245 | +1,760 | 8.91% | Q2 2026 | Aug 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 21,463 | 1,068 | 0.18% | 0.22% | 246 | +159 | 0.75% | Q2 2026 | Jul 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 21,246 | 1,057 | 0.02% | 0.03% | 247 | -2,302 | -9.78% | Q2 2026 | Aug 13, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 21,145 | 1,052 | 0.18% | 0.72% | 248 | -52,470 | -71.28% | Q2 2026 | Aug 11, 2026 |
| Helium Advisors LLC | History | Added to | 21,076 | 1,049 | 0.87% | 0.99% | 249 | +215 | 1.03% | Q2 2026 | Aug 11, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 20,923 | 1,041 | 0.19% | 0.22% | 250 | +62 | 0.3% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 19,933 | 992 | 0.03% | 0.04% | 251 | -424 | -2.08% | Q2 2026 | Jul 17, 2026 |
| Capital CS Group, LLC | History | Added to | 19,618 | 976 | 0.77% | 1.05% | 252 | +9,365 | 91.34% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,507 | 971 | 0.02% | 0.02% | 253 | +4,430 | 29.38% | Q2 2026 | Aug 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 19,425 | 966 | 0.04% | 0.04% | 254 | +760 | 4.07% | Q2 2026 | Aug 14, 2026 |
| BAM Wealth Management, LLC | History | Added to | 19,166 | 954 | 0.6% | 0.52% | 255 | +5,195 | 37.18% | Q2 2026 | Jul 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 18,929 | 942 | 0.0% | 0.0% | 256 | -3,277 | -14.76% | Q2 2026 | Aug 06, 2026 |
| Avestar Capital, LLC | History | Added to | 18,610 | 926 | 0.05% | 0.06% | 257 | +360 | 1.97% | Q2 2026 | Jul 29, 2026 |
| Faithward Advisors, LLC | History | Added to | 18,514 | 921 | 0.11% | 0.13% | 258 | +510 | 2.83% | Q2 2026 | Aug 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 17,912 | 891 | 0.13% | 0.12% | 259 | +553 | 3.19% | Q2 2026 | Aug 10, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 17,841 | 888 | 0.57% | 0.63% | 260 | +9 | 0.05% | Q2 2026 | Jul 27, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 17,790 | 885 | 0.0% | — | 261 | +17,790 | New | Q2 2026 | Aug 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 17,771 | 884 | 0.27% | 0.3% | 262 | +288 | 1.65% | Q2 2026 | Jul 16, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 17,436 | 867 | 0.28% | 0.38% | 263 | -703 | -3.88% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Wealth Management, LLC | History | New | 17,268 | 859 | 0.39% | — | 264 | +17,268 | New | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 17,105 | 851 | 0.02% | 0.01% | 265 | +9,683 | 130.46% | Q2 2026 | Jul 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 16,645 | 828 | 0.07% | 0.08% | 266 | -846 | -4.84% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 16,445 | 818 | 0.04% | 0.05% | 267 | +58 | 0.35% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 16,370 | 815 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 16,315 | 812 | 0.01% | 0.02% | 270 | -3,055 | -15.77% | Q2 2026 | Aug 10, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | Reduced | 16,327 | 812 | 0.64% | 0.72% | 269 | -501 | -2.98% | Q2 2026 | Aug 11, 2026 |
| Ascent Group, LLC | History | Added to | 15,900 | 791 | 0.02% | 0.03% | 271 | +130 | 0.82% | Q2 2026 | Aug 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 15,880 | 790 | 0.1% | 0.12% | 272 | +853 | 5.68% | Q2 2026 | Aug 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 15,761 | 784 | 0.11% | 0.08% | 273 | +6,350 | 67.47% | Q2 2026 | Jul 21, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 15,704 | 781 | 0.33% | 0.44% | 274 | -1,441 | -8.4% | Q2 2026 | Jul 24, 2026 |
| Bluespring Wealth Management, LLC | History | New | 15,347 | 763 | 0.01% | — | 276 | +15,347 | New | Q2 2026 | Aug 11, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 15,343 | 763 | 0.22% | 0.27% | 275 | -46 | -0.3% | Q2 2026 | Aug 10, 2026 |
| Providence First Trust Co | History | New | 14,614 | 727 | 0.2% | — | 278 | +14,614 | New | Q2 2026 | Jul 27, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 14,604 | 727 | 0.03% | 0.03% | 277 | +2,424 | 19.9% | Q2 2026 | Aug 05, 2026 |
| Southland Equity Partners LLC | History | Added to | 14,008 | 697 | 0.12% | 0.11% | 279 | +2,632 | 23.14% | Q2 2026 | Jul 13, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 13,975 | 695 | 0.2% | 0.25% | 280 | -1,500 | -9.69% | Q2 2026 | Jul 23, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 13,971 | 695 | 0.06% | 0.07% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 13,841 | 689 | 0.15% | 0.19% | 282 | -2,660 | -16.12% | Q2 2026 | Aug 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 13,588 | 676 | 0.08% | 0.1% | 283 | -605 | -4.26% | Q2 2026 | Aug 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 13,531 | 673 | 0.02% | 0.02% | 284 | -1,569 | -10.39% | Q2 2026 | Jul 29, 2026 |
| Argent Advisors, Inc. | History | Reduced | 13,352 | 664 | 0.17% | 0.2% | 285 | -1,566 | -10.5% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 13,299 | 662 | 0.01% | 0.01% | 286 | -277 | -2.04% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,298 | 660 | 0.04% | 0.05% | 287 | -822 | -5.82% | Q2 2026 | Jul 22, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 13,002 | 647 | 0.66% | 0.69% | 288 | -594 | -4.37% | Q2 2026 | Jul 29, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 12,969 | 645 | 0.52% | 0.6% | 289 | +752 | 6.16% | Q2 2026 | Jul 15, 2026 |
| Valley Financial Group, Inc. | History | Added to | 12,851 | 639 | 0.32% | 0.34% | 290 | +34 | 0.27% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Reduced | 12,762 | 635 | 0.0% | 0.0% | 291 | -2,235 | -14.9% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 12,576 | 626 | 0.01% | 0.02% | 292 | +1,043 | 9.04% | Q2 2026 | Aug 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 12,537 | 624 | 0.34% | 0.39% | 293 | +242 | 1.97% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | Reduced | 12,410 | 617 | 0.0% | 0.0% | 294 | -1,160 | -8.55% | Q2 2026 | Aug 13, 2026 |
| Ballew Advisors, Inc | History | Added to | 12,382 | 615 | 0.32% | 0.35% | 295 | +116 | 0.95% | Q2 2026 | Jul 07, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 11,954 | 595 | 5.37% | 5.4% | 296 | -2,338 | -16.36% | Q2 2026 | Jul 31, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | No change | 11,850 | 590 | 0.35% | 0.35% | 297 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 11,667 | 580 | 0.02% | 0.01% | 298 | +4,387 | 60.26% | Q2 2026 | Jul 15, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 11,583 | 576 | 0.04% | 0.04% | 299 | -301 | -2.53% | Q2 2026 | Jul 21, 2026 |
| Smart Portfolios, LLC | History | No change | 11,428 | 569 | 0.57% | 0.57% | 300 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Entelevest, LLC | History | Added to | 11,112 | 553 | 0.47% | 0.5% | 301 | +1,033 | 10.25% | Q2 2026 | Jul 22, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 10,936 | 544 | 0.08% | 0.09% | 302 | -380 | -3.36% | Q2 2026 | Aug 03, 2026 |
| IFG Advisory, LLC | History | Added to | 10,737 | 534 | 0.02% | 0.25% | 303 | +8,957 | 503.2% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,719 | 533 | 0.02% | 0.02% | 304 | +4,031 | 60.27% | Q2 2026 | Jul 27, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 10,142 | 504 | 0.21% | 0.23% | 305 | +942 | 10.24% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 10,122 | 503 | 0.05% | 0.05% | 306 | +864 | 9.33% | Q2 2026 | Aug 11, 2026 |
| Realta Investment Advisors | History | Added to | 10,040 | 499 | 0.16% | — | 307 | +10,039 | 1003900.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 9,990 | 497 | 0.0% | 0.0% | 309 | -1,043 | -9.45% | Q2 2026 | Aug 18, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 9,987 | 497 | 0.03% | 0.03% | 308 | -30 | -0.3% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | Reduced | 9,896 | 492 | 0.0% | 0.0% | 310 | -17 | -0.17% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 9,853 | 490 | 0.01% | — | 311 | +9,853 | New | Q2 2026 | Aug 06, 2026 |
| Embree Financial Group | History | Reduced | 9,790 | 487 | 0.05% | 0.08% | 312 | -4,570 | -31.82% | Q2 2026 | Jul 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 9,481 | 471 | 0.01% | 0.02% | 313 | -1,130 | -10.65% | Q2 2026 | Jul 30, 2026 |
| 626 Financial, LLC | History | Reduced | 9,451 | 470 | 0.18% | 0.25% | 314 | -1,737 | -15.53% | Q2 2026 | Jul 27, 2026 |
| WEALTH EFFECTS LLC | History | No change | 9,394 | 467 | 0.13% | 0.17% | 315 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,378 | 465 | 0.0% | 0.0% | 316 | -556 | -5.6% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 9,292 | 462 | 0.05% | — | 317 | +9,292 | New | Q2 2026 | Aug 13, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | New | 9,244 | 460 | 0.22% | — | 318 | +9,244 | New | Q2 2026 | Sep 02, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 9,053 | 450 | 0.11% | 0.12% | 319 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Claro Advisors Inc. | History | Added to | 8,965 | 446 | 0.05% | 0.05% | 320 | +1,002 | 12.58% | Q2 2026 | Jul 30, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 8,923 | 444 | 0.01% | 0.02% | 321 | -486 | -5.17% | Q2 2026 | Aug 05, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 8,924 | 444 | 0.07% | 0.09% | 322 | -285 | -3.09% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,885 | 442 | 0.02% | 0.03% | 323 | -2,722 | -23.45% | Q2 2026 | Aug 20, 2026 |
| TradeWell Securities, LLC. | History | Added to | 8,750 | 435 | 0.16% | 0.18% | 324 | +394 | 4.72% | Q2 2026 | Jul 28, 2026 |
| BankPlus Wealth Management LLC | History | New | 8,694 | 432 | 0.19% | — | 325 | +8,694 | New | Q2 2026 | Jul 17, 2026 |
| Family Legacy, Inc. | History | No change | 8,513 | 423 | 0.11% | 0.13% | 326 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 8,469 | 419 | 0.41% | 0.4% | 327 | -1,399 | -14.18% | Q2 2026 | Aug 06, 2026 |
| PFG Advisors | History | Reduced | 8,312 | 413 | 0.02% | 0.02% | 328 | -441 | -5.04% | Q2 2026 | Jul 16, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 8,041 | 400 | 0.24% | 0.25% | 329 | +129 | 1.63% | Q2 2026 | Jul 15, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 7,956 | 396 | 0.07% | 0.13% | 330 | -5,745 | -41.93% | Q2 2026 | Aug 06, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 7,917 | 394 | 0.07% | 0.08% | 331 | +974 | 14.03% | Q2 2026 | Aug 21, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 7,921 | 394 | 0.34% | 0.36% | 332 | +7 | 0.09% | Q2 2026 | Aug 06, 2026 |
| Accurate Wealth Management, LLC | History | New | 7,915 | 393 | 0.04% | — | 333 | +7,915 | New | Q2 2026 | Jul 14, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 7,810 | 388 | 0.24% | 0.27% | 334 | -46 | -0.59% | Q2 2026 | Aug 03, 2026 |
| 1776 Wealth LLC | History | No change | 7,675 | 382 | 0.13% | 0.15% | 335 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Leo Wealth, LLC | History | No change | 7,682 | 382 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 7,674 | 381 | 0.06% | 0.09% | 337 | -2,511 | -24.65% | Q2 2026 | Jul 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 7,560 | 376 | 0.08% | — | 338 | +7,560 | New | Q2 2026 | Jul 15, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 7,514 | 374 | 0.1% | 0.12% | 339 | -616 | -7.58% | Q2 2026 | Jul 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 7,495 | 373 | 0.02% | 0.02% | 340 | +1,500 | 25.02% | Q2 2026 | Jul 31, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 7,455 | 371 | 0.11% | 0.09% | 341 | +77 | 1.04% | Q2 2026 | Jul 27, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 7,317 | 364 | 0.29% | 0.31% | 342 | +249 | 3.52% | Q2 2026 | Jul 24, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 7,326 | 364 | 0.03% | 0.04% | 343 | +108 | 1.5% | Q2 2026 | Jul 16, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 7,266 | 361 | 0.02% | 0.02% | 344 | +1,920 | 35.91% | Q2 2026 | Jul 20, 2026 |
| J.M. Arbour, LLC | History | Added to | 7,249 | 360 | 0.31% | 0.32% | 345 | +562 | 8.4% | Q2 2026 | Aug 14, 2026 |
| Platform Technology Partners | History | No change | 7,226 | 359 | 0.06% | 0.07% | 346 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 1,337 | 353 | 0.15% | — | 347 | +1,337 | New | Q2 2026 | Aug 05, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 6,714 | 334 | 0.09% | 0.11% | 348 | +9 | 0.13% | Q2 2026 | Jul 21, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 6,632 | 330 | 0.06% | 0.06% | 349 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,455 | 321 | 0.01% | 0.01% | 350 | -9 | -0.14% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 6,255 | 311 | 0.01% | 0.01% | 351 | -208 | -3.22% | Q2 2026 | Jul 09, 2026 |
| CRUX WEALTH ADVISORS | History | New | 6,210 | 309 | 0.11% | — | 352 | +6,210 | New | Q2 2026 | Jul 21, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 6,084 | 302 | 0.11% | 0.13% | 353 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Grantvest Financial Group LLC | History | Added to | 6,060 | 301 | 0.17% | 0.18% | 354 | +509 | 9.17% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | Added to | 6,063 | 301 | 0.06% | 0.06% | 355 | +143 | 2.42% | Q2 2026 | Aug 04, 2026 |
| PCG Wealth Advisors, LLC | History | New | 5,981 | 297 | 0.07% | — | 356 | +5,981 | New | Q2 2026 | Aug 03, 2026 |
| Luminist Capital LLC | History | Reduced | 5,886 | 293 | 0.33% | 0.39% | 357 | -50 | -0.84% | Q2 2026 | Aug 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 5,766 | 287 | 0.13% | 0.15% | 358 | -72 | -1.23% | Q2 2026 | Aug 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 5,728 | 285 | 0.07% | 0.09% | 359 | -429 | -6.97% | Q2 2026 | Jul 06, 2026 |
| TFB Advisors LLC | History | Reduced | 5,713 | 284 | 0.13% | 0.16% | 360 | -395 | -6.47% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,702 | 283 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOVEM GROUP | History | Added to | 5,553 | 276 | 0.03% | 0.03% | 362 | +470 | 9.25% | Q2 2026 | Jul 21, 2026 |
| Black Swift Group, LLC | History | New | 5,520 | 274 | 0.04% | — | 363 | +5,520 | New | Q2 2026 | Aug 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 5,516 | 273 | 0.13% | 0.14% | 364 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 5,479 | 272 | 0.1% | 0.13% | 365 | -2 | -0.04% | Q2 2026 | Jul 30, 2026 |
| Balboa Wealth Partners | History | Added to | 5,436 | 270 | 0.04% | 0.04% | 366 | +125 | 2.35% | Q2 2026 | Aug 10, 2026 |
| Cypress Capital Group | History | Added to | 5,320 | 264 | 0.02% | 0.03% | 367 | +15 | 0.28% | Q2 2026 | Aug 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 5,307 | 264 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 5,275 | 263 | 0.0% | 0.0% | 370 | +1,035 | 24.41% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 5,285 | 263 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | Reduced | 5,240 | 260 | 0.05% | 0.06% | 371 | -722 | -12.11% | Q2 2026 | Aug 03, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,021 | 249 | 0.01% | 0.01% | 372 | +254 | 5.33% | Q2 2026 | Jul 20, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 5,001 | 248 | 0.03% | 0.04% | 373 | -615 | -10.95% | Q2 2026 | Jul 20, 2026 |
| Tidemark, LLC | History | Added to | 4,957 | 246 | 0.06% | 0.06% | 374 | +6 | 0.12% | Q2 2026 | Aug 10, 2026 |
| Kestra Investment Management, LLC | History | New | 4,919 | 244 | 0.0% | — | 375 | +4,919 | New | Q2 2026 | Aug 05, 2026 |
| Talon Private Wealth, LLC | History | Added to | 4,898 | 243 | 0.03% | 0.03% | 377 | +618 | 14.44% | Q2 2026 | Sep 11, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 4,894 | 243 | 0.01% | 0.02% | 376 | -5 | -0.1% | Q2 2026 | Jul 29, 2026 |
| Alessandra Capital Management, LLC | History | No change | 4,900 | 243 | 0.17% | 0.21% | 378 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 4,757 | 236 | 0.08% | 0.09% | 379 | +18 | 0.38% | Q2 2026 | Jul 27, 2026 |
| RMR Wealth Builders | History | Reduced | 4,724 | 235 | 0.01% | 0.02% | 380 | -23 | -0.48% | Q2 2026 | Jul 24, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 4,710 | 234 | 0.05% | 0.06% | 381 | +131 | 2.86% | Q2 2026 | Jul 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 4,698 | 233 | 0.0% | 0.0% | 382 | +400 | 9.31% | Q2 2026 | Aug 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 4,655 | 231 | 0.14% | 0.19% | 383 | -1,102 | -19.14% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 4,592 | 228 | 0.01% | 0.02% | 384 | -1,154 | -20.08% | Q2 2026 | Aug 04, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 4,564 | 227 | 0.07% | 0.1% | 385 | -159 | -3.37% | Q2 2026 | Aug 06, 2026 |
| USAdvisors Wealth Management, LLC | History | New | 4,551 | 226 | 0.06% | — | 387 | +4,551 | New | Q2 2026 | Jul 29, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 4,560 | 226 | 0.03% | 0.04% | 386 | -1,480 | -24.5% | Q2 2026 | Aug 11, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 4,523 | 225 | 0.01% | 0.01% | 388 | +8 | 0.18% | Q2 2026 | Jul 27, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 4,500 | 224 | 0.0% | — | 389 | +4,500 | New | Q2 2026 | Jul 16, 2026 |
| Rubicon Advisors, GP | History | Reduced | 4,449 | 221 | 0.16% | 0.63% | 392 | -10,016 | -69.24% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 4,440 | 221 | 0.01% | 0.01% | 391 | +294 | 7.09% | Q2 2026 | Jul 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,448 | 221 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 4,420 | 220 | 0.02% | 0.04% | 393 | -3,878 | -46.73% | Q2 2026 | Jul 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,416 | 219 | 0.01% | — | 394 | +4,416 | New | Q2 2026 | Jul 31, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 4,325 | 215 | 0.06% | 0.06% | 395 | +225 | 5.49% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 4,295 | 213 | 0.0% | 0.0% | 396 | -300 | -6.53% | Q2 2026 | Aug 10, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 4,278 | 212 | 0.0% | 0.01% | 397 | -2,401 | -35.95% | Q2 2026 | Jul 09, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 4,127 | 205 | 0.06% | 0.07% | 398 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset Allocation Strategies LLC | History | New | 4,088 | 203 | 0.03% | — | 399 | +4,088 | New | Q2 2026 | Aug 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 4,048 | 201 | 0.0% | 0.0% | 400 | +3,888 | 2430.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,965 | 197 | 0.0% | 0.0% | 401 | +15 | 0.38% | Q2 2026 | Aug 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 3,615 | 179 | 0.12% | 0.04% | 402 | +2,513 | 228.04% | Q2 2026 | Jul 24, 2026 |
| Highland Investment Advisors LLC | History | New | 3,499 | 174 | 0.08% | — | 403 | +3,499 | New | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 3,328 | 165 | 0.08% | 0.12% | 404 | -925 | -21.75% | Q2 2026 | Jul 27, 2026 |
| FIRST HORIZON CORP | History | Added to | 3,235 | 161 | 0.01% | 0.01% | 405 | +363 | 12.64% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,200 | 159 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,056 | 152 | 0.01% | 0.01% | 407 | -1,149 | -27.32% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,761 | 137 | 0.0% | 0.0% | 408 | -239 | -7.97% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | Reduced | 2,446 | 121 | 0.01% | 0.02% | 409 | -4,797 | -66.23% | Q2 2026 | Jul 29, 2026 |
| Noble Wealth Management PBC | History | New | 2,273 | 113 | 0.05% | — | 411 | +2,273 | New | Q2 2026 | Jul 01, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,275 | 113 | 0.04% | 0.04% | 410 | -200 | -8.08% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,223 | 110 | 0.05% | 0.05% | 412 | +22 | 1.0% | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | No change | 2,173 | 108 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,150 | 107 | 0.0% | 0.0% | 414 | -718 | -25.03% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,144 | 106 | 0.01% | 0.01% | 415 | -204 | -8.69% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,841 | 91 | 0.0% | 0.0% | 416 | -754 | -29.06% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,645 | 81 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 1,604 | 79 | 0.02% | 0.02% | 418 | -6 | -0.37% | Q2 2026 | Aug 27, 2026 |
| Allworth Financial LP | History | Reduced | 1,543 | 76 | 0.0% | 0.0% | 419 | -394 | -20.34% | Q2 2026 | Aug 11, 2026 |
| Coppell Advisory Solutions LLC | History | New | 98,408 | 73 | 0.01% | — | 420 | +98,408 | New | Q2 2026 | Aug 14, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,189 | 59 | 0.02% | 0.02% | 421 | +12 | 1.02% | Q2 2026 | Jul 21, 2026 |
| Mosley Wealth Management | History | Reduced | 1,156 | 57 | 0.02% | 0.1% | 422 | -3,322 | -74.18% | Q2 2026 | Jul 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 1,090 | 54 | 0.01% | 0.02% | 423 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,033 | 51 | 0.01% | 0.01% | 424 | +10 | 0.98% | Q2 2026 | Jul 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 900 | 44 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 826 | 41 | 0.0% | 0.0% | 426 | +276 | 50.18% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 724 | 36 | 0.0% | 0.0% | 427 | -587 | -44.77% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 725 | 36 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 702 | 34 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avion Wealth | History | Added to | 622 | 30 | 0.01% | 0.0% | 430 | +500 | 409.84% | Q2 2026 | Jul 31, 2026 |
| VIMA LLC | History | New | 593 | 29 | 0.03% | — | 431 | +593 | New | Q2 2026 | Jul 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 540 | 26 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 525 | 26 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 476 | 23 | 0.02% | 0.02% | 434 | +63 | 15.25% | Q2 2026 | Jul 24, 2026 |
| My Portfolio Guide, LLC | History | No change | 481 | 23 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 447 | 22 | 0.01% | — | 437 | +447 | New | Q2 2026 | Aug 07, 2026 |
| Y.D. More Investments Ltd | History | No change | 450 | 22 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ascentis Independent Advisors | History | Reduced | 436 | 21 | 0.06% | 0.15% | 438 | -38,323 | -98.88% | Q2 2026 | Aug 04, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 402 | 20 | 0.01% | — | 439 | +402 | New | Q2 2026 | Aug 07, 2026 |
| Go Invest LLC | History | Added to | 400 | 19 | 0.0% | 0.01% | 441 | +29 | 7.82% | Q2 2026 | Aug 05, 2026 |
| True Wealth Design, LLC | History | No change | 400 | 19 | 0.0% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 338 | 16 | 0.0% | 0.0% | 443 | +295 | 686.05% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 335 | 16 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mascoma Wealth Management LLC | History | New | 318 | 15 | 0.0% | — | 444 | +318 | New | Q2 2026 | Jul 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 284 | 14 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cheviot Value Management, LLC | History | No change | 255 | 12 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Truvestments Capital LLC | History | New | 222 | 11 | 0.0% | — | 448 | +222 | New | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 223 | 11 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 200 | 9 | 0.0% | — | 450 | +200 | New | Q2 2026 | Aug 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 187 | 9 | 0.0% | — | 449 | +187 | New | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | New | 125 | 6 | 0.0% | — | 453 | +125 | New | Q2 2026 | Aug 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 122 | 6 | 0.0% | 0.0% | 451 | +1 | 0.83% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 127 | 6 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | Reduced | 68 | 3 | 0.0% | 0.01% | 457 | -254 | -78.88% | Q2 2026 | Jul 27, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 75 | 3 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McIlrath & Eck, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Synergy Investment Management, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 68 | 3 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | New | 46 | 2 | 0.0% | — | 461 | +46 | New | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 48 | 2 | 0.0% | — | 460 | +29 | 152.63% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dunhill Financial, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Obermeyer Wealth Partners | History | Closed out | 0 | 0 | — | 0.7% | — | -304,752 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.02% | — | -255,771 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Entruity Wealth, LLC | History | Closed out | 0 | 0 | — | 2.29% | — | -67,864 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.63% | — | -31,163 | -100.0% | Q2 2026 | Jul 06, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.46% | — | -20,107 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Flaharty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -14,530 | -100.0% | Q2 2026 | Jul 08, 2026 |
| CMC Financial Group | History | Closed out | 0 | 0 | — | 1.24% | — | -12,706 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,390 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Narwhal Capital Management | History | Closed out | 0 | 0 | — | 0.03% | — | -8,753 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Waldron Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,165 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,090 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Essex LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,081 | -100.0% | Q2 2026 | Jul 24, 2026 |
| TRB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,721 | -100.0% | Q2 2026 | Aug 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,686 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Occidental Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,524 | -100.0% | Q2 2026 | Aug 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,260 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Moment Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,147 | -100.0% | Q2 2026 | Jul 29, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -194 | -100.0% | Q2 2026 | Jul 14, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q2 2026 | Aug 11, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 05, 2026 |
| Strive Financial Group ,LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |