Nuveen Quality Municipal Income Fund - NAD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 6,661,733 | 80,740 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 3,620,112 | 43,875 | 0.28% | 0.28% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 3,121,270 | 37,829 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,790,256 | 33,817 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,317,429 | 28,087 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,071,280 | 25,103 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,375,036 | 16,665 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 1,373,096 | 16,641 | 0.48% | 0.48% | 8 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 1,361,907 | 16,506 | 2.01% | 2.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,288,803 | 15,620 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,265,467 | 15,337 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 990,972 | 12,010 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Advisory, LLC | History | No change | 813,878 | 9,864 | 0.82% | 0.82% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 757,076 | 9,175 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eagle Bluffs Wealth Management LLC | History | No change | 750,650 | 9,150 | 3.06% | 3.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 742,472 | 8,998 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Congress Park Capital LLC | History | No change | 618,500 | 7,496 | 2.02% | 2.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Melone Private Wealth, LLC | History | No change | 569,497 | 6,902 | 2.63% | 2.63% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GFS Advisors, LLC | History | No change | 1,070 | 6,371 | 0.67% | 0.67% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 486,357 | 5,894 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 416,376 | 5,046 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 411,801 | 4,991 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 396,856 | 4,809 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 391,986 | 4,751 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisors Asset Management, Inc. | History | No change | 371,722 | 4,505 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 367,968 | 4,345 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Palogic Value Management, L.P. | History | No change | 350,711 | 4,250 | 1.4% | 1.4% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 305,660 | 3,704 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COHEN & STEERS, INC. | History | No change | 301,523 | 3,654 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | No change | 300,845 | 3,645 | 0.42% | 0.42% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 300,646 | 3,643 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AE Wealth Management LLC | History | No change | 291,032 | 3,527 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 255,742 | 3,100 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 253,680 | 3,074 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 234,360 | 2,840 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 221,852 | 2,689 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiera Capital Corp | History | No change | 214,702 | 2,602 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 213,893 | 2,592 | 0.95% | 0.95% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Invesco Ltd. | History | No change | 207,824 | 2,518 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 197,705 | 2,396 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 195,686 | 2,371 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 194,009 | 2,351 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wakefield Asset Management LLLP | History | No change | 193,285 | 2,343 | 0.53% | 0.53% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 152,238 | 1,845 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 145,172 | 1,759 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 141,712 | 1,717 | 0.99% | 0.99% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tyche Wealth Partners LLC | History | No change | 133,581 | 1,619 | 0.23% | 0.23% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 132,609 | 1,607 | 0.43% | 0.43% | 48 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 127,472 | 1,544 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Breakwater Capital Group | History | No change | 125,400 | 1,519 | 0.18% | 0.18% | 50 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Prospera Financial Services Inc | History | No change | 122,291 | 1,482 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 121,168 | 1,468 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 118,724 | 1,438 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 118,437 | 1,435 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 116,533 | 1,412 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Indivisible Partners | History | No change | 116,457 | 1,411 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | No change | 115,182 | 1,396 | 0.43% | 0.43% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 110,385 | 1,337 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 110,000 | 1,333 | 0.57% | 0.57% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | No change | 107,739 | 1,305 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 106,183 | 1,286 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 105,829 | 1,282 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 103,138 | 1,250 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 102,744 | 1,245 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Everstar Asset Management, LLC | History | No change | 100,425 | 1,217 | 0.59% | 0.59% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KIM, LLC | History | No change | 100,000 | 1,212 | 0.12% | 0.12% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 96,436 | 1,175 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 93,298 | 1,130 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kercheville Advisors, LLC | History | No change | 92,362 | 1,119 | 0.34% | 0.34% | 69 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IHT Wealth Management, LLC | History | No change | 92,000 | 1,115 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 86,288 | 1,045 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 85,539 | 1,036 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 83,494 | 1,011 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 83,449 | 1,011 | 0.19% | 0.19% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Peak Asset Management, LLC | History | No change | 82,432 | 999 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 82,205 | 996 | 0.26% | 0.26% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 80,250 | 972 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | No change | 78,857 | 955 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 75,611 | 916 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SMITH, MOORE & CO. | History | No change | 74,697 | 905 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MSH Capital Advisors LLC | History | No change | 69,947 | 847 | 0.15% | 0.15% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avior Wealth Management, LLC | History | No change | 69,717 | 844 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 67,825 | 822 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Regatta Research & Money Management | History | No change | 65,325 | 791 | 0.75% | 0.75% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 63,042 | 764 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 62,001 | 752 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 60,829 | 737 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 60,880 | 737 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 58,329 | 706 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 57,144 | 692 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | No change | 52,498 | 636 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 50,844 | 616 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Care LLC | History | No change | 50,000 | 606 | 0.49% | 0.49% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 49,950 | 605 | 0.31% | 0.31% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 49,547 | 600 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Realta Investment Advisors | History | No change | 48,897 | 592 | 0.18% | 0.18% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 47,869 | 580 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 47,791 | 579 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MAI Capital Management | History | No change | 47,659 | 577 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 46,997 | 569 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Moors & Cabot, Inc. | History | No change | 46,164 | 559 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 44,372 | 537 | 0.13% | 0.13% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 44,465 | 530 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Worthington Financial Partners, LLC | History | No change | 43,128 | 522 | 0.43% | 0.43% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 42,880 | 519 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Worth Asset Management, LLC | History | No change | 42,662 | 517 | 0.17% | 0.17% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| URS Advisory LLC | History | No change | 41,374 | 501 | 0.28% | 0.28% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sunpointe, LLC | History | No change | 41,304 | 500 | 0.14% | 0.14% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUB Investment Partners, LLC | History | No change | 40,448 | 490 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brick & Kyle, Associates | History | No change | 40,774 | 468 | 0.15% | 0.15% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | No change | 37,796 | 458 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 37,429 | 453 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAMSEY QUANTITATIVE SYSTEMS | History | No change | 36,000 | 436 | 0.39% | 0.39% | 113 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 35,811 | 434 | 0.21% | 0.21% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Snowden Capital Advisors LLC | History | No change | 35,683 | 432 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 35,591 | 431 | 0.16% | 0.16% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 34,153 | 413 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 33,124 | 401 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 32,318 | 391 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial Consulting LLC | History | No change | 31,605 | 383 | 0.26% | 0.26% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 30,091 | 364 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Belpointe Asset Management LLC | History | No change | 29,300 | 355 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 29,000 | 351 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gould Capital, LLC | History | No change | 28,689 | 347 | 0.19% | 0.19% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 28,508 | 345 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 27,585 | 334 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 27,493 | 333 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 27,355 | 331 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 27,261 | 330 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 27,036 | 327 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 27,473 | 318 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,130 | 316 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 25,733 | 311 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 25,635 | 310 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 25,600 | 310 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Management Associates, Inc. | History | No change | 25,026 | 303 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 24,465 | 296 | 0.16% | 0.16% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 24,317 | 294 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clark Asset Management, LLC | History | No change | 24,006 | 290 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Avestar Capital, LLC | History | No change | 23,500 | 286 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 22,529 | 274 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Virtu Financial LLC | History | No change | 21,890 | 265 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uptown Financial Advisors LLC | History | No change | 21,930 | 265 | 0.17% | 0.17% | 143 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Claro Advisors Inc. | History | No change | 21,747 | 263 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 21,453 | 260 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 21,500 | 260 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 20,620 | 249 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 20,340 | 246 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 20,368 | 246 | 0.24% | 0.24% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 20,000 | 242 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 20,008 | 242 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 19,865 | 240 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 19,648 | 238 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| David J Yvars Group | History | No change | 19,300 | 233 | 0.11% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 18,638 | 225 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Barry Investment Advisors, LLC | History | No change | 18,214 | 222 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 18,264 | 221 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ferguson Shapiro LLC | History | No change | 18,199 | 220 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 17,904 | 218 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 17,973 | 217 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Widmann Financial Services, Inc. | History | No change | 17,385 | 210 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellis Investment Partners, LLC | History | No change | 17,234 | 208 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maridea Wealth Management LLC | History | No change | 17,220 | 208 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 17,132 | 207 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | No change | 17,000 | 206 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 16,921 | 205 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | No change | 16,787 | 203 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archford Capital Strategies, LLC | History | No change | 16,604 | 201 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 15,967 | 194 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Financial Group, INC/SD | History | No change | 15,974 | 193 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 15,959 | 192 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sowell Financial Services LLC | History | No change | 15,882 | 192 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 15,793 | 191 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diligent Investors, LLC | History | No change | 15,808 | 191 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Altus Wealth Group LLC | History | No change | 15,832 | 191 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 15,724 | 190 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 15,542 | 188 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 15,610 | 188 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AmeriServ Wealth Advisors | History | No change | 15,504 | 187 | 0.12% | 0.12% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fruth Investment Management | History | No change | 15,493 | 187 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 15,361 | 186 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 15,281 | 185 | 0.13% | 0.13% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 15,000 | 175 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 14,403 | 174 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| World Investment Advisors | History | No change | 14,681 | 174 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,335 | 173 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SFMG, LLC | History | No change | 13,959 | 169 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 13,905 | 169 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 13,849 | 168 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 13,804 | 167 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plan Group Financial, LLC | History | No change | 13,410 | 162 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 13,025 | 157 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 12,950 | 156 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Camelot Portfolios, LLC | History | No change | 12,910 | 156 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WESBANCO BANK INC | History | No change | 12,799 | 155 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 12,751 | 154 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 12,736 | 154 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Balefire, LLC | History | No change | 12,732 | 154 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Keystone Wealth Services, LLC | History | No change | 12,654 | 153 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 12,246 | 148 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 12,089 | 146 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,797 | 143 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMH CAPITAL ADVISORS INC | History | No change | 11,715 | 141 | 0.55% | 0.55% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,680 | 141 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Canal Capital Management, LLC | History | No change | 11,385 | 137 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathway Financial Advisers, LLC | History | No change | 11,253 | 136 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Essex Bank | History | No change | 11,086 | 134 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fort Point Capital Partners LLC | History | No change | 10,646 | 129 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Advisors LLC | History | No change | 10,589 | 128 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 10,630 | 128 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,522 | 127 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 10,371 | 125 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,293 | 124 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ramiah Investment Group | History | No change | 10,223 | 123 | 0.09% | 0.09% | 214 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,191 | 123 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Carson Advisory Inc. | History | No change | 10,115 | 122 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 10,037 | 121 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 10,000 | 121 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 9,400 | 113 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mechanics Financial Corp | History | No change | 8,500 | 103 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Noble Wealth Management PBC | History | Added to | 9,977 | 100 | 0.04% | 0.05% | 221 | +141 | 1.43% | Q3 2026 | Oct 01, 2026 |
| Allied Private Wealth LLC | History | No change | 6,224 | 74 | 0.05% | 0.05% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 6,043 | 73 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Founders Capital Management | History | No change | 5,900 | 71 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ancora Advisors LLC | History | No change | 5,385 | 65 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 5,330 | 64 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 4,000 | 48 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Penserra Capital Management LLC | History | No change | 3,342 | 40 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advocate Investing Services LLC | History | No change | 3,372 | 40 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kingdom Financial Group LLC. | History | No change | 3,165 | 38 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,035 | 36 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 3,000 | 36 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 2,975 | 35 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,625 | 31 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,569 | 31 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,484 | 30 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hurley Capital, LLC | History | No change | 2,402 | 29 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 2,271 | 27 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,226 | 26 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,183 | 26 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,126 | 25 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 2,063 | 25 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,063 | 24 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 1,949 | 23 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 1,960 | 23 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,968 | 23 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | No change | 1,877 | 22 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,732 | 21 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,800 | 21 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,800 | 21 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,689 | 20 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,611 | 19 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EASTERN BANK | History | No change | 1,553 | 18 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Towne Trust Company, N.A | History | No change | 1,446 | 17 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trust Co | History | No change | 1,467 | 17 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,470 | 17 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,182 | 14 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hartford Financial Management Inc. | History | No change | 1,175 | 14 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,024 | 12 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heritage Wealth Advisors | History | No change | 1,003 | 12 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 1,072 | 12 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,020 | 12 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aspect Partners, LLC | History | No change | 941 | 11 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CX Institutional | History | No change | 1,003 | 10 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| ADIRONDACK TRUST CO | History | No change | 669 | 8 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 727 | 8 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeSteps Financial, Inc. | History | No change | 700 | 8 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 640 | 7 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 418 | 5 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mascoma Wealth Management LLC | History | No change | 419 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 430 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 349 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 393 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 400 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 342 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 351 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 249 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Darwin Wealth Management, LLC | History | No change | 308 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 296 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | No change | 183 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 218 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | No change | 178 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Align Financial, LLC | History | No change | 244 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 139 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |