VanEck ETF Trust - NLR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 2,371,975 | 275,101 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,312,743 | 152,251 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,182,517 | 137,148 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 650,512 | 75,446 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 589,544 | 68,375 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 519,839 | 60,290 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 518,498 | 60,135 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | No change | 516,587 | 59,913 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 406,491 | 47,143 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 307,328 | 35,643 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 303,036 | 35,150 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 291,645 | 33,824 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 280,283 | 32,507 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 235,399 | 27,306 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 218,749 | 25,440 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 177,349 | 20,568 | 0.83% | 0.83% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 153,659 | 17,821 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 143,622 | 16,657 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 134,961 | 15,652 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 134,109 | 15,553 | 0.3% | 0.3% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockport Wealth LLC | History | No change | 128,374 | 14,888 | 2.5% | 2.5% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 117,089 | 13,579 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | No change | 108,925 | 12,633 | 5.68% | 5.68% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 106,311 | 12,330 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prism Advisors, Inc. | History | Added to | 118,239 | 12,105 | 3.04% | 2.22% | 25 | +39,509 | 50.18% | Q3 2026 | Oct 09, 2026 |
| ASSETMARK, INC | History | No change | 97,335 | 11,288 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 96,469 | 11,188 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 94,386 | 10,946 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 93,878 | 10,887 | 0.32% | 0.32% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kiker Wealth Management, LLC | History | No change | 90,191 | 10,460 | 4.08% | 4.08% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 89,302 | 10,357 | 0.16% | 0.16% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | No change | 86,309 | 10,010 | 2.67% | 2.67% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 83,233 | 9,653 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Management Systems Inc. | History | No change | 78,894 | 9,150 | 1.87% | 1.87% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 73,329 | 8,507 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McGuire Investment Group, LLC | History | No change | 70,531 | 8,180 | 0.72% | 0.72% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rafferty Asset Management, LLC | History | No change | 69,844 | 8,100 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 68,779 | 7,976 | 0.14% | 0.14% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Madrid Financial Services | History | No change | 67,263 | 7,801 | 4.13% | 4.13% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 67,074 | 7,779 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 66,995 | 7,770 | 1.73% | 1.73% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kozak & Associates, Inc. | History | No change | 67,229 | 7,722 | 1.34% | 1.34% | 42 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Capital Investment Advisors, LLC | History | No change | 62,875 | 7,292 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 60,639 | 7,032 | 0.28% | 0.28% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quadrature Capital Ltd | History | No change | 59,185 | 6,864 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 58,281 | 6,816 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 58,529 | 6,788 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 63,737 | 6,594 | 0.49% | 0.51% | 48 | +5,481 | 9.41% | Q3 2026 | Oct 01, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 61,542 | 6,574 | 0.93% | 0.93% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 56,506 | 6,553 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 55,672 | 6,456 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 55,549 | 6,442 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 55,284 | 6,411 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 54,901 | 6,367 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 53,039 | 6,151 | 0.72% | 0.72% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Point72 Asset Management, L.P. | History | No change | 51,200 | 5,938 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 47,799 | 5,543 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 47,351 | 5,491 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 46,721 | 5,418 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 46,490 | 5,391 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 49,067 | 5,076 | 0.14% | 0.12% | 61 | +14,046 | 40.11% | Q3 2026 | Oct 02, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 43,650 | 5,062 | 0.49% | 0.49% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steele Capital Management, Inc. | History | No change | 39,485 | 4,579 | 0.17% | 0.17% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EFG International AG | History | No change | 38,860 | 4,504 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 38,626 | 4,479 | 1.43% | 1.43% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tepp RIA, LLC | History | No change | 37,666 | 4,368 | 2.96% | 2.96% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 37,389 | 4,336 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schorn Wealth LLC | History | No change | 37,198 | 4,314 | 1.13% | 1.13% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 37,072 | 4,299 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 36,864 | 4,275 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bucket List Wealth Management, LLC | History | No change | 36,346 | 4,215 | 2.08% | 2.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Drake & Associates, LLC | History | No change | 35,254 | 4,088 | 0.69% | 0.69% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 35,240 | 4,087 | 0.5% | 0.5% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 34,577 | 3,999 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 33,994 | 3,942 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 33,922 | 3,934 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONECO ADVISORS, LLC | History | No change | 33,596 | 3,896 | 0.24% | 0.24% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paller Financial Services Inc | History | No change | 33,184 | 3,848 | 2.88% | 2.88% | 78 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32,945 | 3,820 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 31,886 | 3,698 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | No change | 31,482 | 3,651 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 31,039 | 3,600 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 30,806 | 3,572 | 0.53% | 0.53% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 29,838 | 3,460 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 29,459 | 3,416 | 0.57% | 0.57% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 29,641 | 3,392 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 29,185 | 3,384 | 0.54% | 0.54% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 29,013 | 3,364 | 0.51% | 0.51% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bogart Wealth, LLC | History | No change | 28,964 | 3,359 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 28,169 | 3,267 | 0.2% | 0.2% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 28,051 | 3,253 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Western Wealth Management, LLC | History | No change | 26,928 | 3,123 | 0.1% | 0.1% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THEORY FINANCIAL LLC | History | No change | 26,873 | 3,116 | 0.98% | 0.98% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 26,468 | 3,070 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 26,291 | 3,049 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dogwood Wealth Management LLC | History | No change | 26,240 | 3,043 | 1.2% | 1.2% | 96 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BARCLAYS PLC | History | No change | 25,145 | 2,916 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 24,937 | 2,892 | 0.11% | 0.11% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 24,369 | 2,826 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | No change | 24,274 | 2,815 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Echo45 Advisors LLC | History | Added to | 27,024 | 2,795 | 1.27% | 1.51% | 101 | +1,801 | 7.14% | Q3 2026 | Oct 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 23,315 | 2,704 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 22,810 | 2,645 | 1.1% | 1.1% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 22,269 | 2,582 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 20,836 | 2,416 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snider Financial Group | History | No change | 20,761 | 2,407 | 0.61% | 0.61% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 20,698 | 2,400 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McCollum Christoferson Group LLC | History | No change | 20,521 | 2,380 | 0.7% | 0.7% | 108 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Moran Wealth Management, LLC | History | No change | 20,257 | 2,349 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 20,092 | 2,330 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SMART Wealth LLC | History | No change | 19,244 | 2,231 | 0.48% | 0.48% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 19,065 | 2,211 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 21,266 | 2,200 | 0.4% | 0.43% | 113 | +1,707 | 8.73% | Q3 2026 | Oct 01, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 18,721 | 2,171 | 1.27% | 1.27% | 114 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 18,636 | 2,161 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 18,469 | 2,142 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 18,455 | 2,140 | 0.68% | 0.68% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 18,449 | 2,139 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 17,651 | 2,047 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ferguson Shapiro LLC | History | No change | 17,617 | 2,043 | 0.6% | 0.6% | 120 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 17,445 | 2,040 | 0.22% | 0.22% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 17,428 | 2,021 | 1.17% | 1.17% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brookstone Capital Management | History | No change | 17,165 | 1,990 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 17,113 | 1,984 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 16,198 | 1,878 | 0.78% | 0.78% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Certified Advisory Corp | History | No change | 16,059 | 1,862 | 0.15% | 0.15% | 126 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 15,894 | 1,843 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bison Wealth, LLC | History | No change | 15,677 | 1,826 | 0.17% | 0.17% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IMC-Chicago, LLC | History | No change | 15,482 | 1,795 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Alpha, LLC | History | No change | 15,253 | 1,769 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | No change | 15,083 | 1,749 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 13,000 | 1,731 | 0.54% | 0.54% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 14,787 | 1,714 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 14,623 | 1,696 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 14,307 | 1,659 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clarus Wealth Advisors | History | No change | 14,924 | 1,657 | 0.64% | 0.64% | 136 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 14,203 | 1,647 | 0.17% | 0.17% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 14,097 | 1,636 | 0.83% | 0.83% | 138 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 13,856 | 1,607 | 0.56% | 0.56% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,698 | 1,589 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | No change | 13,633 | 1,581 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 13,554 | 1,571 | 0.54% | 0.54% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 13,488 | 1,564 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Family Offices, LLP | History | No change | 13,348 | 1,548 | 0.6% | 0.6% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 13,348 | 1,548 | 0.6% | 0.6% | 145 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| LeConte Wealth Management, LLC | History | No change | 13,342 | 1,547 | 0.84% | 0.84% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 13,111 | 1,520 | 0.1% | 0.1% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,970 | 1,504 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 12,941 | 1,500 | 0.7% | 0.7% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 12,926 | 1,499 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 12,871 | 1,492 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 12,847 | 1,489 | 0.32% | 0.32% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 12,827 | 1,487 | 0.09% | 0.09% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fortis Group Advisors, LLC | History | No change | 12,823 | 1,487 | 0.24% | 0.24% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 12,420 | 1,440 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset One Wealth Management LLC | History | No change | 13,024 | 1,424 | 0.15% | 0.15% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 12,266 | 1,422 | 0.73% | 0.73% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 12,030 | 1,395 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 11,950 | 1,385 | 0.09% | 0.09% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Banco BTG Pactual S.A. | History | No change | 11,921 | 1,382 | 0.12% | 0.12% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VVR Holdings LLC | History | No change | 11,879 | 1,377 | 0.6% | 0.6% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 11,782 | 1,366 | 0.36% | 0.36% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 11,636 | 1,349 | 0.27% | 0.27% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AGH Wealth Advisors, LLC | History | No change | 11,532 | 1,337 | 0.84% | 0.84% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 11,467 | 1,329 | 0.31% | 0.31% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 11,413 | 1,323 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Intelligence, LLC | History | No change | 11,328 | 1,313 | 0.61% | 0.61% | 167 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 11,191 | 1,297 | 0.31% | 0.31% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11,140 | 1,292 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,127 | 1,290 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 10,907 | 1,264 | 0.38% | 0.38% | 171 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 10,828 | 1,255 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Eagle Strategies LLC | History | No change | 10,610 | 1,230 | 0.12% | 0.12% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 10,612 | 1,230 | 0.88% | 0.88% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savvy Advisors, Inc. | History | No change | 10,482 | 1,215 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 10,405 | 1,206 | 0.32% | 0.32% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Copia Wealth Management | History | No change | 10,406 | 1,206 | 0.72% | 0.72% | 177 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 10,330 | 1,198 | 0.47% | 0.47% | 178 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 10,149 | 1,177 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 10,104 | 1,171 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 10,099 | 1,171 | 0.15% | 0.15% | 181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,092 | 1,170 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 10,009 | 1,160 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Partners, LLC | History | No change | 10,000 | 1,159 | 0.08% | 0.08% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Advisors | History | No change | 9,959 | 1,155 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Venturi Wealth Management, LLC | History | No change | 9,901 | 1,148 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 9,819 | 1,138 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 9,796 | 1,136 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,724 | 1,127 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 9,625 | 1,116 | 0.25% | 0.25% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,203 | 1,067 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 9,050 | 1,049 | 0.13% | 0.13% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 8,979 | 1,041 | 0.16% | 0.16% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 8,790 | 1,019 | 0.24% | 0.24% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,778 | 1,011 | 0.07% | 0.07% | 195 | +101 | 1.04% | Q3 2026 | Oct 08, 2026 |
| Nvest Financial, LLC | History | No change | 8,708 | 1,009 | 0.32% | 0.32% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RFG Advisory, LLC | History | No change | 8,687 | 1,007 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triumph Capital Management | History | No change | 8,675 | 1,006 | 0.18% | 0.18% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 8,640 | 1,002 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| United Advisor Group, LLC | History | No change | 8,584 | 995 | 0.1% | 0.1% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 8,410 | 975 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlas Private Wealth Advisors | History | No change | 8,306 | 963 | 0.21% | 0.21% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,090 | 940 | 0.03% | 0.03% | 203 | +50 | 0.55% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,089 | 938 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 7,915 | 917 | 0.07% | 0.07% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 7,869 | 912 | 0.11% | 0.11% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Faithward Advisors, LLC | History | No change | 7,731 | 896 | 0.11% | 0.11% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 7,677 | 890 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Accurate Wealth Management, LLC | History | No change | 7,781 | 890 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,402 | 858 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,259 | 841 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | No change | 7,251 | 841 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 7,244 | 840 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 7,234 | 839 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookwood Investment Group LLC | History | No change | 7,087 | 822 | 0.09% | 0.09% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,056 | 818 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arrowroot Family Office, LLC | History | No change | 7,036 | 816 | 0.23% | 0.23% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 6,946 | 805 | 0.2% | 0.2% | 218 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GROUP ONE TRADING LLC | History | No change | 6,903 | 800 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bauman Advisory Group, LLC | History | No change | 6,906 | 800 | 0.42% | 0.42% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 6,753 | 783 | 0.32% | 0.32% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GoalVest Advisory LLC | History | Added to | 36,061 | 778 | 0.13% | 0.13% | 222 | +30,187 | 513.91% | Q3 2026 | Oct 02, 2026 |
| RM Financial Services, LLC | History | No change | 6,643 | 770 | 0.57% | 0.57% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 6,638 | 769 | 0.12% | 0.12% | 224 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 6,624 | 768 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Compound Planning, Inc. | History | No change | 6,492 | 752 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Accel Wealth Management | History | No change | 6,353 | 736 | 0.17% | 0.17% | 227 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 6,338 | 735 | 0.17% | 0.17% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 6,189 | 717 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JBR Co Financial Management Inc | History | No change | 6,131 | 711 | 0.26% | 0.26% | 230 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Berger Financial Group, Inc | History | No change | 6,012 | 697 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,996 | 695 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,955 | 690 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,824 | 675 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,446 | 666 | 0.0% | 0.01% | 235 | -344 | -5.07% | Q3 2026 | Oct 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,545 | 643 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,488 | 636 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 5,444 | 631 | 0.1% | 0.1% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 5,397 | 626 | 0.11% | 0.11% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 5,337 | 618 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tradition Wealth Management, LLC | History | No change | 5,325 | 617 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global View Capital Management LLC | History | No change | 5,263 | 610 | 0.13% | 0.13% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARWA LLC | History | No change | 5,763 | 603 | 0.25% | 0.25% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Retirement Planning Group, LLC | History | No change | 5,199 | 602 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 5,158 | 598 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 5,154 | 597 | 0.11% | 0.11% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ascent Advisors, LLC | History | No change | 5,190 | 596 | 0.69% | 0.69% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 5,114 | 593 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | No change | 5,043 | 584 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 5,031 | 583 | 0.12% | 0.12% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 4,797 | 580 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RDA Financial Network | History | No change | 4,979 | 577 | 0.13% | 0.13% | 252 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cerity Partners LLC | History | No change | 4,961 | 575 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFMG, LLC | History | No change | 4,957 | 574 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 4,921 | 570 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sovran Advisors, LLC | History | No change | 5,313 | 563 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 4,812 | 562 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 5,114 | 561 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 5,114 | 561 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 4,800 | 556 | 0.06% | 0.06% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 4,741 | 550 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 4,648 | 539 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 4,652 | 539 | 0.21% | 0.21% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,634 | 537 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 4,557 | 528 | 0.16% | 0.16% | 265 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rubicon Advisors, GP | History | No change | 4,331 | 502 | 0.37% | 0.37% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 4,272 | 495 | 0.24% | 0.24% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 3,738 | 494 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 3,978 | 461 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BIP Wealth, LLC | History | No change | 3,980 | 461 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Powell Investment Advisors, LLC | History | No change | 3,968 | 460 | 0.15% | 0.15% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 3,930 | 455 | 0.24% | 0.24% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 3,894 | 451 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Anson Capital, Inc. | History | No change | 3,890 | 451 | 0.29% | 0.29% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,022 | 448 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,831 | 444 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,817 | 442 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | No change | 3,813 | 442 | 0.23% | 0.23% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 3,798 | 440 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rehmann Capital Advisory Group | History | No change | 4,166 | 425 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 3,668 | 425 | 0.12% | 0.12% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Regal Investment Advisors LLC | History | No change | 3,614 | 419 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,617 | 419 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 3,793 | 418 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,585 | 415 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 3,564 | 413 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,506 | 406 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TORONTO DOMINION BANK | History | No change | 3,500 | 405 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 3,500 | 405 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 3,489 | 404 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Family Manage LLC | History | No change | 3,342 | 387 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 3,295 | 382 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 3,300 | 382 | 0.28% | 0.28% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AlTi Global, Inc. | History | No change | 3,268 | 379 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SageGuard Financial Group, LLC | History | No change | 3,269 | 379 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 3,193 | 370 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Mirabaud & Cie SA | History | No change | 3,150 | 365 | 0.15% | 0.15% | 297 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 3,147 | 365 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | No change | 3,135 | 363 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 3,125 | 362 | 0.11% | 0.11% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caprock Group, LLC | History | No change | 3,094 | 358 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 3,071 | 356 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 3,076 | 356 | 0.13% | 0.13% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,076 | 356 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,023 | 350 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 3,005 | 348 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 3,007 | 348 | 0.1% | 0.1% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 2,965 | 343 | 0.05% | 0.05% | 308 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanchez Levi Garrett | History | No change | 2,914 | 338 | 0.18% | 0.18% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 2,913 | 337 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 2,908 | 337 | 0.11% | 0.11% | 311 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 2,858 | 331 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 2,836 | 328 | 0.03% | 0.03% | 313 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealth Management Associates, Inc. | History | No change | 2,832 | 328 | 0.09% | 0.09% | 314 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 2,824 | 327 | 0.07% | 0.07% | 315 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 2,816 | 326 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MOTCO | History | No change | 2,797 | 324 | 0.03% | 0.03% | 317 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Elequin Capital, LP | History | No change | 2,772 | 321 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Finivi Inc. | History | No change | 2,713 | 314 | 0.16% | 0.16% | 319 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 2,687 | 311 | 0.23% | 0.23% | 320 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 2,658 | 308 | 0.11% | 0.11% | 321 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 2,813 | 307 | 0.07% | 0.07% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kovack Advisors, Inc. | History | No change | 2,671 | 306 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Entelevest, LLC | History | No change | 2,644 | 306 | 0.26% | 0.26% | 324 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HB Wealth Management, LLC | History | No change | 2,620 | 303 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 2,580 | 299 | 0.06% | 0.06% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 2,569 | 297 | 0.13% | 0.13% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,540 | 294 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ironwood Financial, llc | History | No change | 2,691 | 294 | 0.05% | 0.05% | 329 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,535 | 293 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Keystone Wealth Services, LLC | History | No change | 2,478 | 287 | 0.05% | 0.05% | 331 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 2,461 | 285 | 0.04% | 0.04% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 2,451 | 284 | 0.05% | 0.05% | 333 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,434 | 282 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,440 | 282 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Security National Bank | History | No change | 2,418 | 280 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 2,409 | 279 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 2,401 | 278 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,358 | 275 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,377 | 275 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Intrua Financial, LLC | History | No change | 2,378 | 275 | 0.03% | 0.03% | 341 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 2,351 | 272 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,336 | 270 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 2,336 | 270 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 2,319 | 268 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 2,297 | 266 | 0.14% | 0.14% | 346 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Squarepoint Ops LLC | History | No change | 2,286 | 265 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edge Wealth Management LLC | History | No change | 2,281 | 264 | 0.04% | 0.04% | 348 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UMB Bank, n.a. | History | No change | 2,270 | 263 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 2,268 | 263 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,264 | 262 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 2,255 | 261 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Verdence Capital Advisors LLC | History | No change | 2,243 | 260 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,165 | 251 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 2,153 | 249 | 0.03% | 0.03% | 355 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rothschild Wealth LLC | History | No change | 2,144 | 248 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AIRE ADVISORS, LLC | History | No change | 2,115 | 245 | 0.04% | 0.04% | 357 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 2,104 | 244 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | No change | 2,058 | 238 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 2,047 | 237 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HBK Sorce Advisory LLC | History | No change | 2,058 | 234 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PW Nova Financial Services LLC | History | No change | 2,018 | 234 | 0.05% | 0.05% | 362 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,015 | 233 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 1,993 | 231 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Athena Investment Management | History | No change | 2,000 | 231 | 0.14% | 0.14% | 365 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 1,993 | 231 | 0.03% | 0.03% | 366 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 1,985 | 230 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHP Wealth Management | History | No change | 1,965 | 227 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,920 | 222 | 0.06% | 0.06% | 369 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Envision Financial Transparency, LLC | History | No change | 2,482 | 222 | 0.19% | 0.19% | 370 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 1,917 | 222 | 0.15% | 0.15% | 371 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Procyon Advisors, LLC | History | No change | 1,913 | 221 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 2,058 | 219 | 0.05% | 0.05% | 373 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Betterment LLC | History | No change | 1,859 | 216 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pioneer Family Office, LLC | History | No change | 1,860 | 215 | 0.11% | 0.11% | 375 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 1,850 | 214 | 0.04% | 0.04% | 376 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 1,840 | 213 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fusion Capital, LLC | History | No change | 1,806 | 209 | 0.05% | 0.05% | 378 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ethos Financial Group, LLC | History | No change | 2,003 | 205 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Traynor Capital Management, Inc. | History | No change | 1,761 | 204 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 1,762 | 204 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Everstar Asset Management, LLC | History | No change | 1,760 | 204 | 0.1% | 0.1% | 382 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,855 | 202 | 0.04% | 0.04% | 383 | +6 | 0.32% | Q3 2026 | Oct 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,741 | 201 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 1,939 | 200 | 0.04% | 0.05% | 385 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,711 | 198 | 0.06% | 0.06% | 386 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,688 | 195 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 1,567 | 181 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 1,521 | 176 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,446 | 167 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | No change | 1,436 | 166 | 0.1% | 0.1% | 391 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,400 | 162 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GK Wealth Management LLC | History | Reduced | 1,527 | 158 | 0.09% | 0.13% | 393 | -639 | -29.5% | Q3 2026 | Oct 09, 2026 |
| Benson Wealth Management INC | History | No change | 1,350 | 156 | 0.16% | 0.16% | 394 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,250 | 144 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,230 | 142 | 0.09% | 0.09% | 396 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,343 | 138 | 0.06% | 0.08% | 397 | -117 | -8.01% | Q3 2026 | Oct 01, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,170 | 135 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,033 | 119 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 1,015 | 117 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 993 | 115 | 0.05% | 0.05% | 401 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 922 | 106 | 0.03% | 0.03% | 402 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 851 | 98 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPL Wealth Management, LLC | History | No change | 841 | 97 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 839 | 97 | 0.08% | 0.08% | 405 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Winch Advisory Services, LLC | History | No change | 815 | 94 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Polaris Financial Partners | History | New | 876 | 91 | 0.04% | — | 407 | +876 | New | Q3 2026 | Oct 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 750 | 87 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 756 | 87 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 716 | 83 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 692 | 80 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 685 | 78 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 681 | 78 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rossmore Private Capital | History | No change | 670 | 77 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 657 | 76 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Markowski Investments | History | No change | 647 | 74 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 598 | 69 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NFSG Corp | History | No change | 559 | 64 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 527 | 61 | 0.03% | 0.03% | 419 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Whipplewood Advisors, LLC | History | No change | 499 | 57 | 0.04% | 0.04% | 420 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brentview Investment Management LLC | History | No change | 500 | 57 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEBSTER BANK, N. A. | History | No change | 483 | 56 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 470 | 54 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EPG Wealth Management LLC | History | No change | 469 | 54 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 400 | 46 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 381 | 44 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 380 | 44 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 366 | 42 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advantage Trust Co | History | No change | 370 | 42 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 358 | 41 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 340 | 39 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Y.D. More Investments Ltd | History | No change | 338 | 39 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First PREMIER Bank | History | No change | 300 | 35 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 300 | 34 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 289 | 33 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arlington Trust Co LLC | History | No change | 280 | 32 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 275 | 31 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 274 | 31 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Highland Investment Advisors LLC | History | No change | 273 | 31 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 261 | 30 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Manchester Capital Management LLC | History | No change | 245 | 28 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 233 | 27 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 239 | 27 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrity Financial Corp /WA | History | No change | 230 | 26 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caitlin John, LLC | History | No change | 207 | 24 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 23 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Caldwell Trust Co | History | No change | 204 | 23 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 197 | 22 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cheviot Value Management, LLC | History | No change | 184 | 21 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IAG Wealth Partners, LLC | History | No change | 186 | 21 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tidemark, LLC | History | No change | 168 | 19 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crewe Advisors LLC | History | No change | 163 | 18 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Centerpoint Advisors, LLC | History | No change | 150 | 17 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Activest Wealth Management | History | No change | 154 | 17 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| North Star Investment Management Corp. | History | No change | 145 | 16 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meramec Financial Planners, LLC | History | No change | 153 | 16 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 142 | 16 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 147 | 15 | 0.0% | 0.0% | 459 | +19 | 14.84% | Q3 2026 | Oct 09, 2026 |
| Biltmore Family Office, LLC | History | No change | 132 | 15 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 120 | 14 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Retirement, LLC | History | No change | 127 | 14 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 120 | 13 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eukles Asset Management | History | No change | 114 | 13 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 117 | 13 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 117 | 13 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Abound Wealth Management | History | No change | 116 | 13 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HOWE & RUSLING INC | History | No change | 112 | 12 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ancora Advisors LLC | History | No change | 106 | 12 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 110 | 12 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 107 | 12 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 100 | 11 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Counsel, Inc | History | No change | 95 | 11 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NCP Inc. | History | No change | 100 | 11 | 0.02% | 0.02% | 474 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YANKCOM Partnership | History | No change | 102 | 11 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Basepoint Wealth LLC | History | No change | 102 | 11 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Networth Advisors, LLC | History | No change | 95 | 11 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 100 | 11 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 80 | 9 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 80 | 9 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 78 | 9 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Register Financial Advisors LLC | History | No change | 82 | 9 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 70 | 8 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 69 | 8 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 70 | 8 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 73 | 8 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avion Wealth | History | No change | 65 | 7 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 61 | 7 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 64 | 7 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NorthAvenue LLC | History | No change | 67 | 7 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ST GERMAIN D J CO INC | History | No change | 60 | 6 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 50 | 5 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 42 | 4 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 43 | 4 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concord Wealth Partners | History | No change | 36 | 4 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 42 | 4 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 39 | 4 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harborfront Financial Group LLC | History | No change | 41 | 4 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUMMER ROAD LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHL GROUP, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 21 | 2 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 26 | 2 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Trust Asset Management, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 20 | 2 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atlatl Advisers LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bangor Savings Bank | History | Reduced | 18 | 1 | 0.0% | 0.0% | 509 | -267 | -93.68% | Q3 2026 | Oct 06, 2026 |
| Trust Co | History | New | 12 | 1 | 0.0% | — | 522 | +12 | New | Q3 2026 | Oct 09, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Asset Dedication, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 8 | 1 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 11 | 1 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Providence Capital Advisors, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lodestone Wealth Management LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 16 | 1 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fairscale Capital, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Planning Strategies Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2026 | Oct 05, 2026 |
| SYM FINANCIAL Corp | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Darwin Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Banque Cantonale Vaudoise | History | No change | 350 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Coston, McIsaac & Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aspect Partners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| American Capital Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Graney & King, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |