Nuveen AMT-Free Quality Municipal Income Fund - NEA
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 | 9,842,925 | 115,555 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,591,041 | 42,158 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 3,379,045 | 39,669 | 0.25% | 0.25% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,907,418 | 34,133 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,639,106 | 19,243 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 1,607,896 | 18,876 | 0.54% | 0.54% | 6 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LPL Financial LLC | History | No change | 1,472,608 | 17,288 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,413,670 | 16,596 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 1,410,013 | 16,553 | 2.01% | 2.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,391,457 | 16,335 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,253,765 | 14,720 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,123,071 | 13,184 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 1,089,530 | 12,791 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Melone Private Wealth, LLC | History | No change | 862,704 | 10,128 | 3.86% | 3.86% | 14 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Congress Park Capital LLC | History | No change | 850,000 | 9,979 | 2.69% | 2.69% | 15 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Eagle Bluffs Wealth Management LLC | History | No change | 732,015 | 8,642 | 2.89% | 2.89% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 694,032 | 8,148 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 628,111 | 7,374 | 2.88% | 2.88% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 582,857 | 6,842 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 579,186 | 6,799 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 539,031 | 6,328 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 487,086 | 5,718 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresta Advisors, Ltd. | History | No change | 455,647 | 5,349 | 1.92% | 1.92% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Palogic Value Management, L.P. | History | No change | 380,871 | 4,471 | 1.47% | 1.47% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 367,537 | 4,314 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 362,233 | 4,252 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 320,442 | 3,761 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisors, LLC | History | No change | 316,233 | 3,712 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 312,483 | 3,669 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 314,670 | 3,613 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 302,000 | 3,545 | 1.51% | 1.51% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 293,429 | 3,445 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COHEN & STEERS, INC. | History | No change | 279,411 | 3,280 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 271,417 | 3,186 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 260,261 | 3,055 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 254,046 | 2,982 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KIM, LLC | History | No change | 243,700 | 2,861 | 0.29% | 0.29% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Wealth Management LLC | History | No change | 240,237 | 2,820 | 1.13% | 1.13% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Intellectus Partners, LLC | History | No change | 237,833 | 2,807 | 0.49% | 0.49% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 237,042 | 2,783 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | No change | 230,798 | 2,725 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 228,623 | 2,684 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fiera Capital Corp | History | No change | 221,530 | 2,600 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 214,527 | 2,518 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wakefield Asset Management LLLP | History | No change | 199,971 | 2,348 | 0.53% | 0.53% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 198,601 | 2,331 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 179,805 | 2,110 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 173,183 | 2,033 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Advisors Asset Management, Inc. | History | No change | 171,303 | 2,011 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 162,816 | 1,911 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tyche Wealth Partners LLC | History | No change | 156,574 | 1,838 | 0.26% | 0.26% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 147,780 | 1,734 | 0.14% | 0.14% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 143,886 | 1,689 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 143,327 | 1,682 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | No change | 138,718 | 1,628 | 0.2% | 0.2% | 55 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 137,852 | 1,618 | 0.43% | 0.43% | 56 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Kercheville Advisors, LLC | History | No change | 137,134 | 1,609 | 0.49% | 0.49% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLC Capital Advisors | History | No change | 134,862 | 1,583 | 0.25% | 0.25% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPITAL & PLANNING, LLC | History | No change | 132,325 | 1,553 | 0.8% | 0.8% | 59 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| IFC Advisors LLC | History | No change | 129,491 | 1,520 | 0.19% | 0.19% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 125,494 | 1,473 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 124,672 | 1,463 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| NewEdge Wealth, LLC | History | No change | 124,545 | 1,462 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 122,982 | 1,443 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Venture Visionary Partners LLC | History | No change | 122,976 | 1,443 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abel Hall, LLC | History | No change | 120,000 | 1,408 | 0.24% | 0.24% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WESBANCO BANK INC | History | No change | 119,188 | 1,399 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 119,700 | 1,386 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 114,656 | 1,347 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 114,446 | 1,343 | 0.25% | 0.25% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 112,000 | 1,314 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 111,676 | 1,311 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | No change | 106,073 | 1,245 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 101,016 | 1,185 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 98,103 | 1,151 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 96,217 | 1,129 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | No change | 96,074 | 1,127 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 96,000 | 1,127 | 0.18% | 0.18% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 94,221 | 1,106 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MBA Advisors LLC | History | No change | 94,110 | 1,104 | 0.37% | 0.37% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Modern Wealth Management, LLC | History | No change | 90,464 | 1,062 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 84,786 | 995 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 83,183 | 976 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 82,613 | 969 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 82,499 | 968 | 0.55% | 0.55% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 81,036 | 951 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 78,155 | 922 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 77,651 | 911 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Private Advisor Group, LLC | History | No change | 75,739 | 889 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aviance Capital Partners, LLC | History | No change | 73,808 | 866 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Whipplewood Advisors, LLC | History | No change | 73,837 | 866 | 0.58% | 0.58% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 72,985 | 856 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XTX Topco Ltd | History | No change | 71,790 | 842 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 71,584 | 840 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 70,211 | 829 | 0.17% | 0.17% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 68,428 | 803 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 66,431 | 784 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAMSEY QUANTITATIVE SYSTEMS | History | No change | 63,000 | 739 | 0.66% | 0.66% | 98 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 61,571 | 722 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 58,775 | 690 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kovack Advisors, Inc. | History | No change | 56,864 | 667 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUB Investment Partners, LLC | History | No change | 54,842 | 643 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Altus Wealth Group LLC | History | No change | 53,685 | 630 | 0.23% | 0.23% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 53,500 | 628 | 0.37% | 0.37% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 52,929 | 621 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rothschild Wealth LLC | History | No change | 52,096 | 611 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 51,506 | 604 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 51,332 | 603 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Broyhill Asset Management, LLC | History | No change | 51,042 | 599 | 0.53% | 0.53% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealth Care LLC | History | No change | 50,000 | 587 | 0.48% | 0.48% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MYECFO, LLC | History | No change | 49,900 | 585 | 0.22% | 0.22% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Realta Investment Advisors | History | No change | 48,152 | 565 | 0.18% | 0.18% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | No change | 46,722 | 548 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | No change | 45,140 | 529 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 44,780 | 525 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 43,954 | 516 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rinkey Investments | History | No change | 43,500 | 510 | 0.12% | 0.12% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Worth Asset Management, LLC | History | No change | 43,478 | 510 | 0.16% | 0.16% | 118 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 43,517 | 510 | 0.66% | 0.66% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 42,489 | 498 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WCG Wealth Advisors LLC | History | No change | 40,870 | 479 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 38,706 | 454 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AlphaCore Capital LLC | History | No change | 38,259 | 451 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 37,968 | 445 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 37,787 | 443 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 37,336 | 438 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 37,000 | 434 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 36,035 | 423 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Investment Partners LLC | History | No change | 34,500 | 405 | 0.33% | 0.33% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rock Point Advisors, LLC | History | No change | 34,090 | 400 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 33,879 | 397 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 33,000 | 387 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 32,689 | 383 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gridiron Partners, LLC | History | No change | 31,618 | 371 | 0.19% | 0.19% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mystic Asset Management, Inc. | History | No change | 31,666 | 371 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 30,705 | 360 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 30,470 | 357 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 31,547 | 355 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Successful Portfolios LLC | History | No change | 29,559 | 342 | 0.16% | 0.16% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Artesa Financial Group, LLC | History | No change | 28,942 | 339 | 0.29% | 0.29% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 28,833 | 338 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 28,852 | 338 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| URS Advisory LLC | History | No change | 28,480 | 334 | 0.19% | 0.19% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 28,073 | 331 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 28,085 | 329 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MSH Capital Advisors LLC | History | No change | 28,070 | 329 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 27,087 | 318 | 0.12% | 0.12% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 26,709 | 313 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 26,425 | 310 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | No change | 26,180 | 307 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 27,399 | 307 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 25,239 | 296 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 25,166 | 295 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 24,779 | 290 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 24,779 | 290 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 24,629 | 289 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 24,000 | 281 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 23,602 | 277 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 23,554 | 276 | 0.13% | 0.13% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leisure Capital Management | History | No change | 23,418 | 274 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 23,400 | 274 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 23,217 | 272 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 23,000 | 270 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Verdence Capital Advisors LLC | History | No change | 23,038 | 270 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 22,781 | 267 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 22,808 | 267 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 21,578 | 253 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 21,500 | 252 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 21,425 | 251 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quantinno Capital Management LP | History | No change | 21,062 | 247 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lantz Financial LLC | History | No change | 21,063 | 247 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Keystone Financial Group | History | No change | 20,359 | 239 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 19,882 | 233 | 0.13% | 0.13% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 19,710 | 231 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pointe Capital Management LLC | History | No change | 19,715 | 231 | 0.1% | 0.1% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 19,192 | 225 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 20,000 | 224 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 19,076 | 223 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 18,736 | 221 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 18,826 | 221 | 0.16% | 0.16% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 18,763 | 220 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | No change | 18,770 | 220 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 18,701 | 219 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 18,486 | 217 | 0.08% | 0.08% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 18,358 | 215 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 17,711 | 207 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 17,560 | 206 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 17,415 | 204 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 17,007 | 199 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 16,895 | 198 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sowell Financial Services LLC | History | No change | 16,858 | 197 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Virtu Financial LLC | History | No change | 16,721 | 196 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 16,259 | 190 | 0.1% | 0.1% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,966 | 187 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 15,910 | 186 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALTFEST L J & CO INC | History | No change | 15,739 | 184 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RFG Advisory, LLC | History | No change | 15,733 | 184 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | No change | 15,467 | 181 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Titiun Yejiel | History | No change | 15,425 | 181 | 0.16% | 0.16% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Element Wealth, LLC | History | No change | 15,331 | 179 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 14,996 | 176 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 14,948 | 175 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 14,596 | 171 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 14,619 | 171 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 14,367 | 168 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 14,340 | 168 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 14,250 | 167 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Maridea Wealth Management LLC | History | No change | 13,985 | 164 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 13,735 | 161 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Barry Investment Advisors, LLC | History | No change | 13,597 | 160 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Plan Group Financial, LLC | History | No change | 13,588 | 159 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caitlin John, LLC | History | No change | 13,500 | 158 | 0.09% | 0.09% | 212 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SFMG, LLC | History | No change | 13,049 | 153 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,912 | 152 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 12,588 | 147 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dakota Wealth Management | History | No change | 12,111 | 142 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Calamos Wealth Management LLC | History | No change | 12,000 | 140 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AlTi Global, Inc. | History | No change | 12,000 | 140 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 11,867 | 139 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SMH CAPITAL ADVISORS INC | History | No change | 11,798 | 138 | 0.54% | 0.54% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 11,746 | 137 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Squared Financial LLC | History | No change | 11,751 | 137 | 0.09% | 0.09% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Manske Wealth Management | History | No change | 11,638 | 136 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 11,484 | 134 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Uptown Financial Advisors LLC | History | No change | 11,499 | 134 | 0.09% | 0.09% | 225 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 11,250 | 132 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,308 | 132 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 11,318 | 132 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Karras Company, Inc. | History | No change | 11,297 | 132 | 0.12% | 0.12% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Citizens National Bank Trust Department | History | No change | 11,200 | 131 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clean Yield Group | History | No change | 10,971 | 128 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,855 | 127 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Riverstone Advisors, LLC | History | No change | 10,852 | 127 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 10,652 | 125 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Busey Bank | History | No change | 10,617 | 124 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 10,563 | 124 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 10,526 | 123 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 10,320 | 121 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | No change | 10,244 | 120 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 10,000 | 117 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 10,000 | 112 | 0.07% | 0.07% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,780 | 103 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 8,100 | 95 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,537 | 88 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,338 | 86 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 7,237 | 84 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 6,903 | 81 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 6,893 | 80 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caldwell Trust Co | History | No change | 6,473 | 75 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Management Professionals, Inc. | History | No change | 6,344 | 74 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CX Institutional | History | Added to | 7,217 | 72 | 0.0% | 0.0% | 251 | +128 | 1.81% | Q3 2026 | Oct 02, 2026 |
| Allied Private Wealth LLC | History | No change | 6,185 | 72 | 0.05% | 0.05% | 252 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 6,000 | 70 | 0.05% | 0.05% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Founders Capital Management | History | No change | 5,500 | 64 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,852 | 56 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FNY Investment Advisers, LLC | History | No change | 4,400 | 51 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 3,828 | 44 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,836 | 44 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3,729 | 42 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Penserra Capital Management LLC | History | No change | 3,468 | 40 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,189 | 37 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,195 | 37 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Management PBC | History | Added to | 3,249 | 32 | 0.01% | 0.02% | 263 | +58 | 1.82% | Q3 2026 | Oct 01, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 2,727 | 32 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Basepoint Wealth LLC | History | No change | 2,272 | 26 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,130 | 25 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilltop National Bank | History | No change | 2,009 | 23 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,799 | 21 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 1,624 | 19 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,630 | 19 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,550 | 18 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Towne Trust Company, N.A | History | No change | 1,486 | 17 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,500 | 17 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,515 | 17 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,413 | 16 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard National Trust Co | History | No change | 1,331 | 15 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,047 | 12 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 930 | 11 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Heritage Wealth Advisors | History | No change | 1,015 | 11 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crews Bank & Trust | History | No change | 1,015 | 11 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 878 | 10 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 761 | 8 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | No change | 756 | 8 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 612 | 7 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Piscataqua Savings Bank | History | No change | 645 | 7 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 583 | 6 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Larson Financial Group LLC | History | No change | 519 | 6 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 450 | 5 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EASTERN BANK | History | No change | 481 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 354 | 4 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 276 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 177 | 2 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bogart Wealth, LLC | History | No change | 240 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 96 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 108 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Operose Advisors LLC | History | No change | 160 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WPG Advisers, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |