FIDELITY COMMONWEALTH TRUST - ONEQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Reduced | 1,665,418 | 171,904 | 0.01% | 0.01% | 1 | -7,691 | -0.46% | Q2 2026 | Aug 13, 2026 |
| Norinchukin Bank, The | History | New | 1,298,000 | 133,979 | 1.3% | — | 2 | +1,298,000 | New | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,235,916 | 127,571 | 0.16% | 0.15% | 3 | -15,875 | -1.27% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 1,197,809 | 123,637 | 0.03% | 0.03% | 4 | +23,393 | 1.99% | Q2 2026 | Aug 07, 2026 |
| Wealthfront Advisers LLC | History | Added to | 711,227 | 73,412 | 0.14% | 0.13% | 5 | +21,291 | 3.09% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 612,901 | 63,263 | 0.0% | 0.0% | 6 | -3,661 | -0.59% | Q2 2026 | Aug 14, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 596,957 | 61,617 | 3.68% | 3.69% | 7 | +10,295 | 1.75% | Q2 2026 | Jul 10, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 567,411 | 58,568 | 0.02% | 0.02% | 8 | -21,348 | -3.63% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 535,717 | 55,296 | 0.18% | 0.16% | 9 | +25,476 | 4.99% | Q2 2026 | Jul 28, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 531,655 | 54,877 | 7.4% | 6.72% | 10 | -12,647 | -2.32% | Q2 2026 | Jul 30, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 498,898 | 51,496 | 1.2% | 1.28% | 11 | -235 | -0.05% | Q2 2026 | Jul 29, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 452,346 | 46,772 | 2.57% | 2.38% | 12 | -15,877 | -3.39% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 376,844 | 38,897 | 0.0% | 0.0% | 13 | +27,827 | 7.97% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 336,656 | 34,784 | 0.04% | 0.02% | 14 | +171,485 | 103.82% | Q2 2026 | Aug 14, 2026 |
| TCP Asset Management, LLC | History | Added to | 308,626 | 31,856 | 3.61% | 3.3% | 15 | +6,642 | 2.2% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 297,741 | 30,732 | 0.01% | 0.01% | 16 | +12,625 | 4.43% | Q2 2026 | Aug 14, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 253,291 | 26,144 | 6.29% | 5.87% | 17 | -625 | -0.25% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Added to | 244,428 | 25,229 | 0.0% | 0.0% | 18 | +8,436 | 3.57% | Q2 2026 | Aug 13, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 244,076 | 25,193 | 3.53% | 5.2% | 19 | -139,240 | -36.33% | Q2 2026 | Jul 31, 2026 |
| Procyon Advisors, LLC | History | Added to | 235,512 | 24,309 | 1.05% | 0.02% | 20 | +231,797 | 6239.49% | Q2 2026 | Jul 09, 2026 |
| EQ LLC | History | Added to | 210,859 | 21,764 | 5.34% | 1.44% | 21 | +150,579 | 249.8% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 193,356 | 19,958 | 0.05% | 0.04% | 22 | +20,252 | 11.7% | Q2 2026 | Jul 27, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 175,131 | 18,076 | 2.43% | 1.96% | 23 | +29,363 | 20.14% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 164,739 | 16,749 | 0.0% | 0.0% | 24 | +45,138 | 37.74% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 161,862 | 16,707 | 0.0% | 0.0% | 25 | +29,960 | 22.71% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 157,168 | 16,223 | 0.03% | 0.03% | 26 | -15,996 | -9.24% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 154,526 | 15,356 | 0.01% | 0.01% | 27 | +24,753 | 19.07% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 143,803 | 14,843 | 0.01% | 0.01% | 28 | -7,987 | -5.26% | Q2 2026 | Aug 05, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 139,495 | 14,398 | 0.73% | 0.67% | 29 | -6,445 | -4.42% | Q2 2026 | Sep 11, 2026 |
| Cetera Investment Advisers | History | Added to | 137,538 | 14,196 | 0.01% | 0.01% | 30 | +10 | 0.01% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 119,014 | 12,284 | 0.0% | 0.0% | 31 | +80,478 | 208.84% | Q2 2026 | Sep 02, 2026 |
| Focus Partners Wealth | History | Reduced | 118,112 | 12,191 | 0.01% | 0.01% | 32 | -2 | -0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 116,350 | 12,009 | 0.01% | — | 33 | +116,350 | New | Q2 2026 | Sep 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 116,093 | 11,983 | 0.06% | 0.02% | 34 | +76,515 | 193.33% | Q2 2026 | Aug 13, 2026 |
| FOCUS Wealth Advisors, LLC | History | New | 114,078 | 11,775 | 5.46% | — | 35 | +114,078 | New | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 110,420 | 11,397 | 0.0% | 0.0% | 36 | +38,269 | 53.04% | Q2 2026 | Aug 14, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 110,067 | 11,361 | 0.92% | 0.92% | 37 | -1,022 | -0.92% | Q2 2026 | Sep 21, 2026 |
| jvl associates llc | History | Reduced | 109,689 | 11,322 | 3.21% | 3.16% | 38 | -1,211 | -1.09% | Q2 2026 | Jul 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 108,589 | 11,208 | 0.0% | 0.0% | 39 | -6,115 | -5.33% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 108,042 | 11,152 | 0.01% | 0.01% | 40 | +5,103 | 4.96% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 103,381 | 10,703 | 0.02% | 0.02% | 41 | -3,925 | -3.66% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 94,904 | 9,795 | 0.08% | 0.0% | 42 | +90,567 | 2088.24% | Q2 2026 | Jul 17, 2026 |
| Harvest Investment Advisors, LLC | History | Reduced | 90,374 | 9,328 | 4.63% | 4.32% | 43 | -1,125 | -1.23% | Q2 2026 | Aug 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 89,482 | 9,236 | 1.2% | 1.19% | 44 | -6,286 | -6.56% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 87,690 | 9,051 | 0.06% | 0.07% | 45 | -11,637 | -11.72% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 85,475 | 8,822 | 0.5% | 0.52% | 46 | -11,701 | -12.04% | Q2 2026 | Aug 14, 2026 |
| Coastline Complete Wealth LLC | History | No change | 101,306 | 8,601 | 5.33% | 5.33% | 47 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Sigma Planning Corp | History | Added to | 81,887 | 8,452 | 0.21% | 0.19% | 48 | +926 | 1.14% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 78,381 | 8,090 | 0.0% | 0.0% | 49 | -67,190 | -46.16% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 77,417 | 7,990 | 0.52% | 0.54% | 50 | -94,419 | -54.95% | Q2 2026 | Aug 13, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 76,503 | 7,896 | 0.77% | 0.81% | 51 | -621 | -0.81% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 76,126 | 7,857 | 0.0% | 0.0% | 52 | +7,454 | 10.85% | Q2 2026 | Aug 12, 2026 |
| David Kennon Inc | History | Reduced | 76,041 | 7,849 | 2.59% | 7.14% | 53 | -158,635 | -67.6% | Q2 2026 | Jul 22, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 75,413 | 7,784 | 0.18% | 0.18% | 54 | -2,191 | -2.82% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 74,850 | 7,725 | 0.01% | 0.01% | 55 | -1,603 | -2.1% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 72,654 | 7,499 | 0.0% | 0.0% | 56 | +6,174 | 9.29% | Q2 2026 | Aug 13, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 69,810 | 7,206 | 0.88% | 1.04% | 57 | +10,000 | 16.72% | Q2 2026 | Jul 13, 2026 |
| Spire Wealth Management | History | Reduced | 67,964 | 7,015 | 0.21% | 0.2% | 58 | -2,086 | -2.98% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 65,305 | 6,740 | 0.01% | 0.01% | 59 | +14,470 | 28.46% | Q2 2026 | Aug 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 62,983 | 6,501 | 0.0% | 0.0% | 60 | -46,553 | -42.5% | Q2 2026 | Sep 23, 2026 |
| Indivisible Partners | History | Added to | 62,543 | 6,455 | 0.36% | 0.08% | 61 | +52,430 | 518.44% | Q2 2026 | Aug 04, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 61,622 | 6,360 | 2.29% | 2.08% | 62 | +281 | 0.46% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 58,600 | 6,048 | 0.0% | 0.03% | 63 | -317,600 | -84.42% | Q2 2026 | Aug 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 58,588 | 6,047 | 0.72% | 0.68% | 64 | -691 | -1.17% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 54,823 | 5,658 | 0.24% | 0.24% | 65 | -2,030 | -3.57% | Q2 2026 | Jul 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 54,453 | 5,620 | 0.05% | 0.05% | 66 | -1,535 | -2.74% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 53,629 | 5,535 | 0.04% | 0.0% | 67 | +52,069 | 3337.76% | Q2 2026 | Aug 10, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 53,460 | 5,518 | 0.55% | 0.56% | 68 | -48 | -0.09% | Q2 2026 | Jul 31, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 52,604 | 5,429 | 3.12% | 2.85% | 69 | +940 | 1.82% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 51,382 | 5,303 | 0.01% | 0.01% | 70 | +6,533 | 14.57% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 50,950 | 5,259 | 0.03% | 0.03% | 71 | +960 | 1.92% | Q2 2026 | Aug 17, 2026 |
| Lido Advisors, LLC | History | Added to | 50,568 | 5,219 | 0.01% | 0.01% | 72 | +2,251 | 4.66% | Q2 2026 | Aug 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 49,642 | 5,124 | 0.24% | 0.22% | 73 | +2,220 | 4.68% | Q2 2026 | Aug 04, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 48,953 | 5,052 | 0.3% | 0.32% | 74 | -47,313 | -49.15% | Q2 2026 | Aug 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 48,648 | 5,021 | 0.2% | 0.18% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keenan, LLC | History | Reduced | 48,615 | 5,018 | 3.54% | 3.83% | 76 | -5,281 | -9.8% | Q2 2026 | Aug 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 57,745 | 4,903 | 0.31% | 0.31% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 47,044 | 4,855 | 0.62% | 0.64% | 78 | -508 | -1.07% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 46,183 | 4,766 | 0.24% | 0.23% | 79 | -168 | -0.36% | Q2 2026 | Jul 23, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 45,861 | 4,733 | 1.14% | 0.91% | 81 | +1,064 | 2.38% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 45,863 | 4,733 | 1.99% | 1.86% | 80 | -747 | -1.6% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 45,808 | 4,728 | 0.46% | 0.25% | 82 | +18,887 | 70.16% | Q2 2026 | Aug 10, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 45,136 | 4,658 | 0.7% | 0.76% | 83 | -8,255 | -15.46% | Q2 2026 | Jul 09, 2026 |
| Bawa N Mallick Trust | History | No change | 43,000 | 4,438 | 1.44% | 1.5% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 41,723 | 4,306 | 0.05% | 0.05% | 85 | +3,542 | 9.28% | Q2 2026 | Aug 04, 2026 |
| Roxbury Financial LLC | History | Added to | 41,555 | 4,289 | 3.39% | 3.07% | 86 | +1,343 | 3.34% | Q2 2026 | Jul 01, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 39,718 | 4,099 | 0.36% | 0.36% | 87 | -850 | -2.1% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | Added to | 39,506 | 4,077 | 0.04% | 0.04% | 88 | +467 | 1.2% | Q2 2026 | Aug 12, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 39,205 | 4,046 | 0.71% | 0.67% | 89 | +245 | 0.63% | Q2 2026 | Jul 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 38,389 | 3,962 | 0.03% | 0.03% | 90 | -1,672 | -4.17% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 37,417 | 3,862 | 0.01% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Secure Asset Management, LLC | History | New | 37,041 | 3,823 | 0.54% | — | 92 | +37,041 | New | Q2 2026 | Jul 15, 2026 |
| Texas Yale Capital Corp. | History | No change | 37,000 | 3,819 | 0.08% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 36,377 | 3,754 | 0.0% | 0.0% | 94 | +32,449 | 826.09% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 36,330 | 3,749 | 0.03% | 0.03% | 95 | -3,527 | -8.85% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 36,319 | 3,748 | 0.23% | 0.24% | 96 | -2,260 | -5.86% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 35,529 | 3,612 | 0.12% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 34,845 | 3,596 | 0.06% | 0.11% | 98 | -5,645 | -13.94% | Q2 2026 | Jul 28, 2026 |
| BESSEMER GROUP INC | History | Reduced | 34,205 | 3,531 | 0.0% | 0.01% | 99 | -3,900 | -10.23% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 33,319 | 3,439 | 0.05% | 0.04% | 100 | +6,559 | 24.51% | Q2 2026 | Aug 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 31,109 | 3,211 | 0.33% | 0.26% | 101 | -23,923 | -43.47% | Q2 2026 | Jul 16, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 30,500 | 3,148 | 0.26% | 0.23% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trevian Wealth Management LLC | History | No change | 29,976 | 3,094 | 1.32% | 1.26% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 35,887 | 3,047 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 29,153 | 3,009 | 0.03% | 0.04% | 105 | -2,301 | -7.32% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 28,655 | 2,957 | 0.01% | 0.01% | 106 | -1,644 | -5.43% | Q2 2026 | Aug 12, 2026 |
| CRA Financial Services, LLC | History | Reduced | 28,399 | 2,931 | 0.34% | 0.31% | 107 | -50 | -0.18% | Q2 2026 | Jul 24, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 27,963 | 2,886 | 3.25% | 2.91% | 108 | -292 | -1.03% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 26,975 | 2,784 | 0.05% | 0.05% | 109 | +332 | 1.25% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | Added to | 26,782 | 2,764 | 0.0% | 0.0% | 110 | +9,798 | 57.69% | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 26,192 | 2,704 | 0.43% | 0.44% | 111 | +3,851 | 17.24% | Q2 2026 | Aug 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 25,981 | 2,681 | 0.02% | 0.02% | 112 | -2,977 | -10.28% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 25,224 | 2,603 | 0.16% | 0.02% | 113 | +21,666 | 608.94% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 24,700 | 2,549 | 0.03% | 0.03% | 114 | -287 | -1.15% | Q2 2026 | Jul 28, 2026 |
| HWG Holdings LP | History | Added to | 24,394 | 2,517 | 0.57% | 0.38% | 115 | +7,404 | 43.58% | Q2 2026 | Jul 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 29,130 | 2,473 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 23,722 | 2,448 | 1.16% | 1.07% | 117 | -112 | -0.47% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 23,518 | 2,427 | 0.0% | 0.0% | 118 | +660 | 2.89% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 23,458 | 2,421 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 23,038 | 2,377 | 0.66% | 0.66% | 120 | +516 | 2.29% | Q2 2026 | Jul 21, 2026 |
| CVFG LLC | History | Added to | 22,445 | 2,316 | 0.24% | 0.23% | 121 | +445 | 2.02% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 22,067 | 2,277 | 0.03% | 0.03% | 122 | +3,966 | 21.91% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 21,553 | 2,224 | 0.01% | 0.01% | 123 | +1,572 | 7.87% | Q2 2026 | Jul 27, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 20,956 | 2,163 | 1.11% | 1.06% | 124 | -383 | -1.79% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 20,083 | 2,072 | 0.04% | — | 125 | +20,083 | New | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 19,315 | 1,993 | 0.01% | 0.03% | 126 | -48,380 | -71.47% | Q2 2026 | Aug 03, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 19,093 | 1,970 | 0.0% | 0.0% | 127 | +79 | 0.42% | Q2 2026 | Aug 13, 2026 |
| Hills Bank & Trust Co | History | No change | 19,079 | 1,969 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 18,908 | 1,951 | 0.01% | 0.01% | 129 | -4,494 | -19.2% | Q2 2026 | Aug 14, 2026 |
| KM Capital Management Ltd. | History | New | 18,720 | 1,932 | 0.91% | — | 130 | +18,720 | New | Q2 2026 | Aug 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 17,676 | 1,824 | 0.75% | 0.7% | 131 | -343 | -1.9% | Q2 2026 | Jul 16, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 17,334 | 1,789 | 0.62% | 0.4% | 132 | +5,668 | 48.59% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 16,581 | 1,711 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Hilltop National Bank | History | No change | 16,360 | 1,688 | 0.36% | 0.33% | 134 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 16,240 | 1,676 | 1.18% | 1.1% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 15,674 | 1,617 | 0.63% | — | 136 | +15,674 | New | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,601 | 1,610 | 0.0% | 0.0% | 137 | -1,996 | -11.34% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 15,188 | 1,567 | 0.0% | 0.0% | 138 | -2,499 | -14.13% | Q2 2026 | Aug 13, 2026 |
| Financial Partners Group, Inc | History | Reduced | 15,025 | 1,550 | 0.16% | 0.15% | 139 | -112 | -0.74% | Q2 2026 | Jul 23, 2026 |
| Fortune Financial Group, Inc. | History | New | 14,840 | 1,531 | 1.2% | — | 141 | +14,840 | New | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,840 | 1,531 | 0.02% | 0.01% | 140 | +2 | 0.01% | Q2 2026 | Aug 11, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 14,567 | 1,503 | 0.86% | 0.79% | 142 | +717 | 5.18% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 13,903 | 1,435 | 0.02% | 0.02% | 143 | +126 | 0.91% | Q2 2026 | Aug 05, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 13,844 | 1,428 | 0.66% | 0.39% | 144 | +4,753 | 52.28% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,577 | 1,401 | 0.0% | 0.0% | 145 | +404 | 3.07% | Q2 2026 | Aug 07, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 12,886 | 1,330 | 0.12% | 0.11% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,810 | 1,322 | 0.08% | 0.07% | 147 | +1,451 | 12.77% | Q2 2026 | Aug 11, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 12,396 | 1,279 | 0.42% | 0.42% | 148 | -402 | -3.14% | Q2 2026 | Jul 23, 2026 |
| Goodwin Investment Advisory | History | No change | 12,248 | 1,264 | 2.55% | 1.24% | 149 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Avondale Wealth Management | History | Added to | 11,991 | 1,237 | 0.5% | 0.49% | 150 | +138 | 1.16% | Q2 2026 | Jul 13, 2026 |
| Corient Private Wealth LP | History | Added to | 11,912 | 1,229 | 0.0% | 0.0% | 151 | +116 | 0.98% | Q2 2026 | Aug 27, 2026 |
| Clark Asset Management, LLC | History | Added to | 11,831 | 1,221 | 0.1% | 0.03% | 152 | +8,473 | 252.32% | Q2 2026 | Jul 07, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 11,827 | 1,220 | 0.72% | 0.86% | 153 | -4,196 | -26.19% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,781 | 1,215 | 0.02% | 0.02% | 154 | -521 | -4.24% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,685 | 1,206 | 0.0% | 0.0% | 155 | -131 | -1.11% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 11,599 | 1,197 | 0.0% | 0.0% | 156 | -123 | -1.05% | Q2 2026 | Aug 11, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 11,539 | 1,191 | 0.03% | 0.03% | 157 | +763 | 7.08% | Q2 2026 | Jul 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 11,547 | 1,191 | 0.02% | 0.02% | 158 | -350 | -2.94% | Q2 2026 | Jul 31, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 11,452 | 1,182 | 0.53% | 0.57% | 159 | -9 | -0.08% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | Added to | 11,402 | 1,176 | 0.01% | 0.01% | 160 | +156 | 1.39% | Q2 2026 | Jul 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 11,370 | 1,173 | 0.04% | 0.04% | 161 | -100 | -0.87% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,172 | 1,153 | 0.01% | 0.01% | 162 | +138 | 1.25% | Q2 2026 | Jul 20, 2026 |
| Eagle Strategies LLC | History | Added to | 11,141 | 1,149 | 0.11% | 0.11% | 163 | +1 | 0.01% | Q2 2026 | Jul 21, 2026 |
| Ridgewood Investments LLC | History | Reduced | 11,102 | 1,145 | 0.43% | 0.39% | 164 | -164 | -1.46% | Q2 2026 | Aug 03, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 10,862 | 1,121 | 0.2% | 0.18% | 165 | +6 | 0.06% | Q2 2026 | Jul 23, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 10,566 | 1,090 | 0.81% | 0.75% | 167 | +68 | 0.65% | Q2 2026 | Jul 22, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 10,564 | 1,090 | 0.06% | 0.05% | 166 | -54 | -0.51% | Q2 2026 | Aug 14, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 10,462 | 1,079 | 0.25% | 0.25% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,380 | 1,071 | 0.02% | 0.01% | 169 | -217 | -2.05% | Q2 2026 | Jul 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 10,350 | 1,068 | 0.44% | 0.43% | 170 | -160 | -1.52% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 10,303 | 1,063 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Added to | 10,080 | 1,040 | 0.0% | 0.0% | 172 | +98 | 0.98% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,071 | 1,039 | 0.0% | — | 173 | +10,071 | New | Q2 2026 | Aug 14, 2026 |
| Third View Private Wealth, LLC | History | Added to | 10,002 | 1,032 | 0.13% | 0.12% | 174 | +2 | 0.02% | Q2 2026 | Jul 27, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 9,967 | 1,028 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Added to | 9,922 | 1,027 | 0.0% | 0.0% | 176 | +2,477 | 33.27% | Q2 2026 | Aug 10, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 9,910 | 1,022 | 0.22% | — | 177 | +9,910 | New | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | New | 9,793 | 1,010 | 0.02% | — | 178 | +9,793 | New | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 9,669 | 998 | 0.02% | 0.01% | 179 | +5,537 | 134.0% | Q2 2026 | Aug 11, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 9,247 | 954 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 9,230 | 952 | 0.14% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,125 | 941 | 0.03% | 0.04% | 182 | +1,190 | 15.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 9,103 | 939 | 0.01% | — | 183 | +9,103 | New | Q2 2026 | Aug 06, 2026 |
| Calamos Wealth Management LLC | History | No change | 9,090 | 938 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 8,933 | 922 | 0.01% | — | 185 | +8,933 | New | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,842 | 912 | 0.0% | 0.0% | 186 | -1,437 | -13.98% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 8,491 | 876 | 0.06% | 0.06% | 187 | -203 | -2.33% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | No change | 8,890 | 871 | 0.06% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vontobel Holding Ltd. | History | New | 8,327 | 859 | 0.0% | — | 189 | +8,327 | New | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | Added to | 8,225 | 849 | 0.0% | 0.0% | 190 | +1,531 | 22.87% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,045 | 830 | 0.02% | 0.02% | 191 | -370 | -4.4% | Q2 2026 | Jul 07, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 8,130 | 826 | 0.58% | 0.43% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | Added to | 7,915 | 816 | 0.0% | 0.0% | 193 | +424 | 5.66% | Q2 2026 | Aug 14, 2026 |
| Pacific Point Advisors, LLC | History | New | 7,730 | 797 | 0.36% | — | 194 | +7,730 | New | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,587 | 783 | 0.0% | 0.0% | 195 | +2,590 | 51.83% | Q2 2026 | Jul 20, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 7,575 | 781 | 0.02% | 0.02% | 196 | +2,088 | 38.05% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 7,512 | 775 | 0.02% | 0.02% | 197 | -293 | -3.75% | Q2 2026 | Jul 31, 2026 |
| Delta Investment Management, LLC | History | Added to | 7,502 | 774 | 0.13% | 0.08% | 198 | +2,002 | 36.4% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 7,504 | 774 | 0.02% | 0.02% | 199 | +179 | 2.44% | Q2 2026 | Jul 27, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 7,442 | 767 | 0.13% | 0.13% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,425 | 766 | 0.0% | 0.0% | 202 | -326 | -4.21% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 7,428 | 766 | 0.01% | 0.01% | 201 | -245 | -3.19% | Q2 2026 | Jul 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 7,265 | 749 | 0.01% | 0.01% | 203 | -581 | -7.41% | Q2 2026 | Aug 03, 2026 |
| Zhang Financial LLC | History | No change | 7,249 | 748 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 7,165 | 739 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 7,111 | 733 | 0.23% | 0.23% | 206 | -542 | -7.08% | Q2 2026 | Jul 27, 2026 |
| Grandview Asset Management LLC | History | Added to | 7,084 | 731 | 0.18% | 0.17% | 207 | +221 | 3.22% | Q2 2026 | Jul 24, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,942 | 716 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,860 | 708 | 0.0% | 0.0% | 209 | +665 | 10.73% | Q2 2026 | Aug 11, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 6,851 | 707 | 0.26% | 0.24% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 6,650 | 686 | 0.04% | 0.05% | 211 | -1,110 | -14.3% | Q2 2026 | Aug 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 6,601 | 681 | 0.04% | 0.04% | 212 | +474 | 7.74% | Q2 2026 | Aug 06, 2026 |
| Leo Wealth, LLC | History | No change | 7,950 | 675 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,419 | 662 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,117 | 631 | 0.0% | 0.0% | 215 | +8 | 0.13% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,030 | 622 | 0.01% | 0.01% | 216 | +17 | 0.28% | Q2 2026 | Aug 14, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 5,861 | 604 | 0.52% | 0.49% | 217 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Reduced | 5,833 | 602 | 0.56% | 0.54% | 218 | -300 | -4.89% | Q2 2026 | Jul 08, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 5,647 | 582 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Facet Wealth, Inc. | History | Added to | 5,620 | 580 | 0.01% | 0.01% | 220 | +78 | 1.41% | Q2 2026 | Jul 27, 2026 |
| JB Capital LLC | History | Reduced | 5,594 | 577 | 0.02% | 0.02% | 221 | -80 | -1.41% | Q2 2026 | Jul 29, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 5,525 | 570 | 0.28% | 0.25% | 222 | -196 | -3.43% | Q2 2026 | Jul 16, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Reduced | 5,525 | 570 | 0.32% | 0.3% | 223 | -175 | -3.07% | Q2 2026 | Aug 14, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 5,513 | 569 | 0.14% | 0.13% | 224 | -286 | -4.93% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Added to | 5,497 | 567 | 0.0% | 0.0% | 225 | +2,228 | 68.16% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,400 | 554 | 0.03% | 0.03% | 226 | -333 | -5.81% | Q2 2026 | Jul 28, 2026 |
| Align Financial, LLC | History | Added to | 5,342 | 551 | 0.27% | 0.25% | 227 | +136 | 2.61% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,246 | 541 | 0.0% | 0.0% | 228 | -289 | -5.22% | Q2 2026 | Sep 08, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 5,200 | 536 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hershey Financial Advisers, LLC | History | New | 5,172 | 533 | 0.38% | — | 231 | +5,172 | New | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,170 | 533 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 5,093 | 525 | 0.03% | 0.03% | 232 | +28 | 0.55% | Q2 2026 | Aug 12, 2026 |
| CHRISTINE MESSMER PC | History | Added to | 5,023 | 518 | 0.29% | 0.27% | 233 | +7 | 0.14% | Q2 2026 | Jul 23, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 5,013 | 517 | 0.09% | 0.08% | 234 | -4 | -0.08% | Q2 2026 | Jul 21, 2026 |
| Retirement Management Systems Inc. | History | No change | 5,000 | 516 | 0.11% | 0.1% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aufman Associates Inc | History | No change | 4,969 | 512 | 0.2% | 0.21% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,948 | 510 | 0.0% | 0.0% | 237 | -75 | -1.49% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 4,925 | 508 | 0.02% | 0.02% | 238 | -190 | -3.71% | Q2 2026 | Aug 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,844 | 499 | 0.01% | 0.01% | 239 | +598 | 14.08% | Q2 2026 | Jul 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,778 | 490 | 0.08% | 0.08% | 240 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ballentine Partners, LLC | History | New | 4,739 | 489 | 0.01% | — | 241 | +4,739 | New | Q2 2026 | Jul 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,619 | 476 | 0.02% | 0.02% | 242 | +70 | 1.54% | Q2 2026 | Jul 27, 2026 |
| Accredited Investors Inc. | History | Added to | 4,600 | 474 | 0.02% | 0.02% | 243 | +50 | 1.1% | Q2 2026 | Jul 21, 2026 |
| Ironwood Financial, llc | History | No change | 4,603 | 469 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 4,540 | 468 | 0.01% | 0.01% | 245 | +6 | 0.13% | Q2 2026 | Jul 24, 2026 |
| PFG Investments, LLC | History | Reduced | 4,507 | 465 | 0.02% | 0.02% | 246 | -24 | -0.53% | Q2 2026 | Jul 23, 2026 |
| Gimbal Financial | History | New | 4,370 | 451 | 0.28% | — | 247 | +4,370 | New | Q2 2026 | Aug 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 4,341 | 448 | 0.0% | 0.0% | 248 | +842 | 24.06% | Q2 2026 | Aug 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 4,343 | 448 | 0.18% | 0.17% | 249 | +6 | 0.14% | Q2 2026 | Jul 24, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,318 | 445 | 0.08% | 0.08% | 250 | -157 | -3.51% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates Inc | History | No change | 4,242 | 437 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambria Investment Management, L.P. | History | New | 4,210 | 434 | 0.02% | — | 253 | +4,210 | New | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 4,210 | 434 | 0.0% | 0.0% | 252 | -2,733 | -39.36% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,190 | 432 | 0.0% | 0.01% | 254 | -1,354 | -24.42% | Q2 2026 | Aug 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 4,119 | 425 | 0.06% | 0.06% | 255 | +8 | 0.19% | Q2 2026 | Jul 29, 2026 |
| Meridian Wealth Management, LLC | History | New | 4,106 | 423 | 0.01% | — | 257 | +4,106 | New | Q2 2026 | Aug 05, 2026 |
| MAYPORT, LLC | History | No change | 4,100 | 423 | 0.07% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 4,972 | 422 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Empower Advisory Group, LLC | History | No change | 4,057 | 418 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 4,023 | 415 | 0.02% | 0.02% | 260 | -5 | -0.12% | Q2 2026 | Jul 29, 2026 |
| Concord Investment Counsel Inc. | History | New | 4,059 | 414 | 0.11% | — | 261 | +4,059 | New | Q2 2026 | Aug 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Reduced | 4,001 | 412 | 0.0% | 0.0% | 262 | -22 | -0.55% | Q2 2026 | Aug 10, 2026 |
| BAILARD, INC. | History | No change | 3,925 | 405 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Latitude Advisors, LLC | History | Reduced | 3,915 | 404 | 0.16% | 0.16% | 264 | -124 | -3.07% | Q2 2026 | Jul 27, 2026 |
| Certified Advisory Corp | History | Reduced | 3,868 | 399 | 0.03% | 0.03% | 265 | -376 | -8.86% | Q2 2026 | Jul 16, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 3,852 | 397 | 0.02% | 0.02% | 266 | -40 | -1.03% | Q2 2026 | Jul 22, 2026 |
| Waterloo Capital, L.P. | History | New | 3,810 | 393 | 0.02% | — | 267 | +3,810 | New | Q2 2026 | Jul 29, 2026 |
| Davidson Kahn Capital Management, LLC | History | Reduced | 3,798 | 392 | 0.17% | 0.18% | 268 | -198 | -4.95% | Q2 2026 | Jul 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,797 | 391 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bath Savings Trust Co | History | No change | 3,736 | 385 | 0.04% | 0.03% | 270 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 3,737 | 385 | 0.12% | 0.11% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,701 | 381 | 0.0% | 0.0% | 272 | -116 | -3.04% | Q2 2026 | Jul 13, 2026 |
| Covenant Asset Management, LLC | History | New | 3,670 | 378 | 0.06% | — | 273 | +3,670 | New | Q2 2026 | Jul 20, 2026 |
| Legacy Advisory Services, LLC | History | No change | 3,656 | 377 | 0.27% | 0.24% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Eddie Patel Inc | History | New | 3,554 | 366 | 0.22% | — | 275 | +3,554 | New | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,528 | 364 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 3,498 | 361 | 0.01% | — | 278 | +3,498 | New | Q2 2026 | Aug 14, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 3,506 | 361 | 0.02% | 0.02% | 277 | -540 | -13.35% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 3,496 | 360 | 0.02% | 0.02% | 279 | -144 | -3.96% | Q2 2026 | Jul 27, 2026 |
| CHOREO, LLC | History | Added to | 3,439 | 354 | 0.0% | 0.0% | 280 | +3 | 0.09% | Q2 2026 | Aug 04, 2026 |
| Midwest Trust Co | History | No change | 3,382 | 349 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 3,373 | 348 | 0.0% | 0.0% | 283 | -299 | -8.14% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 3,379 | 348 | 0.14% | 0.13% | 282 | +4 | 0.12% | Q2 2026 | Aug 17, 2026 |
| Auour Investments LLC | History | No change | 3,330 | 343 | 0.1% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEE DANNER & BASS INC | History | No change | 3,250 | 335 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,233 | 331 | 0.0% | 0.0% | 286 | +2,833 | 708.25% | Q2 2026 | Jul 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 3,178 | 328 | 0.01% | 0.01% | 287 | -751 | -19.11% | Q2 2026 | Aug 13, 2026 |
| Andina Capital Management, LLC | History | No change | 3,152 | 325 | 0.52% | 0.24% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Key FInancial Inc | History | Reduced | 3,143 | 324 | 0.05% | 0.05% | 289 | -450 | -12.52% | Q2 2026 | Jul 24, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 3,122 | 322 | 0.01% | 0.01% | 290 | -6 | -0.19% | Q2 2026 | Jul 24, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 3,179 | 319 | 0.08% | 0.09% | 291 | +1 | 0.03% | Q2 2026 | Jul 20, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,081 | 318 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Verity Asset Management, Inc. | History | Added to | 3,067 | 316 | 0.12% | 0.09% | 293 | +426 | 16.13% | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 3,037 | 313 | 0.22% | 0.01% | 294 | +2,900 | 2116.79% | Q2 2026 | Aug 18, 2026 |
| River Wealth Advisors LLC | History | No change | 3,020 | 311 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SP Asset Management LLC | History | Added to | 3,007 | 310 | 0.02% | 0.02% | 296 | +4 | 0.13% | Q2 2026 | Aug 04, 2026 |
| Western Wealth Management, LLC | History | Reduced | 3,001 | 309 | 0.01% | 0.01% | 297 | -39 | -1.28% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,965 | 306 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,927 | 302 | 0.0% | 0.0% | 299 | -2,898 | -49.75% | Q2 2026 | Aug 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 2,927 | 302 | 0.02% | 0.02% | 300 | -396 | -11.92% | Q2 2026 | Jul 16, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 2,931 | 302 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compound Planning, Inc. | History | New | 2,909 | 300 | 0.01% | — | 302 | +2,909 | New | Q2 2026 | Aug 04, 2026 |
| Regatta Research & Money Management | History | New | 2,859 | 295 | 0.28% | — | 303 | +2,859 | New | Q2 2026 | Aug 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 2,839 | 293 | 0.06% | — | 304 | +2,839 | New | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,795 | 288 | 0.0% | 0.0% | 305 | +313 | 12.61% | Q2 2026 | Aug 10, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 3,395 | 288 | 0.19% | 0.19% | 306 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,780 | 286 | 0.0% | 0.0% | 307 | +115 | 4.32% | Q2 2026 | Aug 18, 2026 |
| Colonial Trust Advisors | History | Added to | 2,763 | 285 | 0.02% | 0.02% | 308 | +201 | 7.85% | Q2 2026 | Aug 11, 2026 |
| Maia Wealth LLC | History | No change | 2,770 | 285 | 0.04% | 0.04% | 309 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 2,733 | 282 | 0.12% | 0.11% | 310 | +4 | 0.15% | Q2 2026 | Jul 30, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 2,726 | 281 | 0.1% | 0.11% | 311 | -311 | -10.24% | Q2 2026 | Jul 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 2,715 | 280 | 0.0% | — | 312 | +2,715 | New | Q2 2026 | Aug 07, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | New | 2,686 | 277 | 0.27% | — | 313 | +2,686 | New | Q2 2026 | Aug 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,672 | 275 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 2,671 | 275 | 0.14% | 0.13% | 315 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Roberts Financial Services LLC | History | Added to | 2,622 | 270 | 0.08% | 0.07% | 316 | +3 | 0.11% | Q2 2026 | Aug 06, 2026 |
| TBH Global Asset Management, LLC | History | New | 2,601 | 268 | 0.05% | — | 317 | +2,601 | New | Q2 2026 | Aug 05, 2026 |
| Inscription Capital, LLC | History | Added to | 2,568 | 265 | 0.02% | 0.02% | 318 | +1 | 0.04% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 2,554 | 263 | 0.01% | 0.01% | 320 | -146 | -5.41% | Q2 2026 | Aug 06, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,550 | 263 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Annex Advisory Services, LLC | History | No change | 2,500 | 258 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,497 | 257 | 0.0% | 0.0% | 322 | -11 | -0.44% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Added to | 2,476 | 255 | 0.01% | 0.0% | 323 | +2,394 | 2919.51% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | New | 2,461 | 254 | 0.02% | — | 324 | +2,461 | New | Q2 2026 | Jul 08, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 2,420 | 249 | 0.02% | — | 325 | +2,420 | New | Q2 2026 | Jul 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 2,892 | 245 | 0.01% | — | 327 | +2,892 | New | Q2 2026 | Jul 09, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2,381 | 245 | 0.07% | 0.09% | 326 | -813 | -25.45% | Q2 2026 | Jul 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 2,368 | 244 | 0.01% | — | 328 | +2,368 | New | Q2 2026 | Jul 31, 2026 |
| Arista Wealth Management, LLC | History | New | 2,340 | 241 | 0.03% | — | 330 | +2,340 | New | Q2 2026 | Jul 08, 2026 |
| NFC Investments, LLC | History | New | 2,330 | 241 | 0.06% | — | 329 | +2,330 | New | Q2 2026 | Aug 12, 2026 |
| Diversified Enterprises, LLC | History | New | 2,330 | 240 | 0.01% | — | 332 | +2,330 | New | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,328 | 240 | 0.0% | 0.0% | 331 | -605 | -20.63% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | No change | 2,307 | 238 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFG Advisory, LLC | History | New | 2,297 | 237 | 0.01% | — | 334 | +2,297 | New | Q2 2026 | Aug 13, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | New | 2,281 | 235 | 0.02% | — | 335 | +2,281 | New | Q2 2026 | Jul 09, 2026 |
| Southland Equity Partners LLC | History | New | 2,268 | 234 | 0.04% | — | 336 | +2,268 | New | Q2 2026 | Jul 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 2,247 | 231 | 0.09% | 0.09% | 337 | +4 | 0.18% | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 2,233 | 230 | 0.0% | — | 338 | +2,233 | New | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 2,209 | 228 | 0.01% | — | 339 | +2,209 | New | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,200 | 227 | 0.01% | 0.01% | 340 | +13 | 0.59% | Q2 2026 | Jul 06, 2026 |
| Family Investment Center, Inc. | History | New | 2,152 | 222 | 0.04% | — | 341 | +2,152 | New | Q2 2026 | Jul 23, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 2,146 | 221 | 0.0% | — | 344 | +2,146 | New | Q2 2026 | Jul 31, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,143 | 221 | 0.0% | 0.0% | 342 | -433 | -16.81% | Q2 2026 | Jul 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 2,145 | 221 | 0.02% | 0.02% | 343 | -324 | -13.12% | Q2 2026 | Jul 23, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 2,116 | 218 | 0.01% | 0.01% | 345 | -400 | -15.9% | Q2 2026 | Jul 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,100 | 216 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,084 | 215 | 0.06% | 0.03% | 347 | +1,001 | 92.43% | Q2 2026 | Jul 21, 2026 |
| Berman McAleer LLC | History | New | 2,080 | 214 | 0.02% | — | 348 | +2,080 | New | Q2 2026 | Jul 16, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 2,022 | 211 | 0.03% | — | 349 | +2,022 | New | Q2 2026 | Aug 12, 2026 |
| SevenBridge Financial Group, LLC | History | New | 2,000 | 210 | 0.03% | — | 350 | +2,000 | New | Q2 2026 | Aug 12, 2026 |
| Curry Webb Wealth Management LLC | History | New | 2,000 | 206 | 0.09% | — | 351 | +2,000 | New | Q2 2026 | Aug 13, 2026 |
| S Harris Financial Group, LLC | History | New | 2,000 | 206 | 0.16% | — | 352 | +2,000 | New | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisors, LLC | History | New | 1,990 | 205 | 0.0% | — | 353 | +1,990 | New | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 1,986 | 204 | 0.0% | — | 354 | +1,986 | New | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,967 | 203 | 0.0% | 0.01% | 355 | -8,124 | -80.51% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Reduced | 2,381 | 202 | 0.0% | 0.01% | 356 | -2,240 | -48.47% | Q2 2026 | Aug 13, 2026 |
| Bernicke Wealth Management, Ltd. | History | New | 1,954 | 201 | 0.02% | — | 357 | +1,954 | New | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | New | 1,940 | 200 | 0.0% | — | 358 | +1,940 | New | Q2 2026 | Jul 29, 2026 |
| JGP Wealth Management, LLC | History | New | 1,940 | 200 | 0.02% | — | 359 | +1,940 | New | Q2 2026 | Jul 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,835 | 189 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,800 | 185 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 1,749 | 180 | 0.0% | 0.0% | 362 | +234 | 15.45% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,727 | 178 | 0.0% | 0.0% | 363 | +924 | 115.07% | Q2 2026 | Jul 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,688 | 174 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Continuum Advisory, LLC | History | New | 1,603 | 165 | 0.01% | — | 365 | +1,603 | New | Q2 2026 | Aug 06, 2026 |
| Hickory Point Bank & Trust | History | No change | 1,450 | 149 | 0.09% | 0.08% | 366 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,354 | 139 | 0.0% | 0.0% | 367 | +410 | 43.43% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,037 | 107 | 0.01% | 0.0% | 368 | +66 | 6.8% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,030 | 106 | 0.0% | 0.0% | 369 | -602 | -36.89% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,014 | 105 | 0.0% | — | 370 | +1,014 | New | Q2 2026 | Aug 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,000 | 103 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Main Street Group, LTD | History | No change | 985 | 101 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 960 | 99 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Abound Wealth Management | History | Reduced | 941 | 97 | 0.02% | 0.02% | 374 | -60 | -5.99% | Q2 2026 | Jul 10, 2026 |
| Kozak & Associates, Inc. | History | Added to | 910 | 93 | 0.02% | 0.02% | 375 | +1 | 0.11% | Q2 2026 | Jul 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 890 | 91 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 800 | 82 | 0.06% | 0.05% | 377 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Financial Management LLC | History | No change | 754 | 77 | 0.06% | 0.06% | 378 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Archer Investment Corp | History | Added to | 740 | 76 | 0.01% | 0.01% | 379 | +70 | 10.45% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 676 | 69 | 0.0% | 0.0% | 380 | +88 | 14.97% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Reduced | 663 | 68 | 0.0% | 0.0% | 381 | -1,527 | -69.73% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 660 | 68 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 632 | 65 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 602 | 62 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 600 | 61 | 0.0% | — | 385 | +600 | New | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 551 | 56 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Networth Advisors, LLC | History | New | 533 | 54 | 0.03% | — | 388 | +533 | New | Q2 2026 | Jul 22, 2026 |
| Ancora Advisors LLC | History | No change | 530 | 54 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 514 | 53 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allied Private Wealth LLC | History | New | 510 | 52 | 0.03% | — | 390 | +510 | New | Q2 2026 | Jul 09, 2026 |
| Kingdom Financial Group LLC. | History | New | 491 | 50 | 0.01% | — | 392 | +491 | New | Q2 2026 | Aug 07, 2026 |
| WPG Advisers, LLC | History | Added to | 490 | 50 | 0.03% | 0.03% | 391 | +16 | 3.38% | Q2 2026 | Aug 05, 2026 |
| Schuylkill Financial LLC | History | New | 477 | 49 | 0.05% | — | 393 | +477 | New | Q2 2026 | Aug 07, 2026 |
| NFSG Corp | History | No change | 421 | 43 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 400 | 41 | 0.03% | 0.03% | 395 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 380 | 39 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 379 | 39 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investors Research Corp | History | New | 370 | 38 | 0.01% | — | 398 | +370 | New | Q2 2026 | Jul 10, 2026 |
| Montgomery Financial Services LLC | History | New | 345 | 35 | 0.03% | — | 399 | +345 | New | Q2 2026 | Aug 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 280 | 28 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pacifica Partners Inc. | History | No change | 273 | 27 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 260 | 26 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 254 | 26 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 251 | 25 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 228 | 23 | 0.0% | 0.02% | 405 | -13,730 | -98.37% | Q2 2026 | Aug 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 208 | 21 | 0.02% | — | 407 | +208 | New | Q2 2026 | Jul 24, 2026 |
| High Point Wealth Management, LLC | History | No change | 204 | 21 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 205 | 20 | 0.0% | — | 409 | +205 | New | Q2 2026 | Aug 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 200 | 20 | 0.0% | — | 408 | +200 | New | Q2 2026 | Jul 08, 2026 |
| SHP Wealth Management | History | No change | 188 | 19 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 179 | 18 | 0.0% | 0.0% | 411 | -322 | -64.27% | Q2 2026 | Jul 08, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 213 | 18 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | Reduced | 165 | 17 | 0.0% | 0.0% | 414 | -124 | -42.91% | Q2 2026 | Jul 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 170 | 17 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 160 | 16 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CVA Family Office, LLC | History | No change | 150 | 15 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 150 | 15 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 143 | 14 | 0.01% | 0.14% | 419 | -2,773 | -95.1% | Q2 2026 | Aug 26, 2026 |
| Brooklyn FI, LLC | History | New | 145 | 14 | 0.0% | — | 421 | +145 | New | Q2 2026 | Aug 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 140 | 14 | 0.01% | 0.01% | 420 | -60 | -30.0% | Q2 2026 | Jul 24, 2026 |
| Fairway Wealth LLC | History | No change | 144 | 14 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quaker Wealth Management, LLC | History | No change | 120 | 12 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 109 | 11 | 0.0% | — | 424 | +109 | New | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | New | 107 | 11 | 0.0% | — | 423 | +107 | New | Q2 2026 | Jul 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 100 | 10 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LifeSteps Financial, Inc. | History | New | 96 | 9 | 0.0% | — | 429 | +96 | New | Q2 2026 | Jul 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 96 | 9 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 94 | 9 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 82 | 8 | 0.0% | 0.0% | 431 | -12 | -12.77% | Q2 2026 | Aug 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| GoalVest Advisory LLC | History | New | 76 | 7 | 0.0% | — | 433 | +76 | New | Q2 2026 | Jul 08, 2026 |
| Triumph Capital Management | History | New | 73 | 7 | 0.0% | — | 432 | +73 | New | Q2 2026 | Jul 20, 2026 |
| Concord Wealth Partners | History | New | 59 | 6 | 0.0% | — | 435 | +59 | New | Q2 2026 | Jul 27, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 58 | 6 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 51 | 5 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 50 | 5 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sachetta, LLC | History | Reduced | 48 | 4 | 0.0% | 0.0% | 439 | -7 | -12.73% | Q2 2026 | Jul 15, 2026 |
| Horrell Capital Management, Inc. | History | No change | 40 | 4 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Robinswood Financial LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | New | 34 | 3 | 0.0% | — | 441 | +34 | New | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | New | 25 | 2 | 0.0% | — | 446 | +25 | New | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bogart Wealth, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Perspectives, Inc | History | No change | 24 | 2 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mosley Wealth Management | History | New | 14 | 1 | 0.0% | — | 451 | +14 | New | Q2 2026 | Jul 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 10 | 1 | 0.0% | — | 447 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Roble, Belko & Company, Inc | History | No change | 12 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFS Partners, LLC | History | No change | 10 | 1 | 0.0% | — | 449 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Copia Wealth Management | History | No change | 17 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -78,530 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.06% | — | -69,816 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -45,661 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -22,850 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,214 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,757 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,090 | -100.0% | Q2 2026 | Jul 31, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.05% | — | -6,824 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,620 | -100.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,488 | -100.0% | Q2 2026 | Aug 14, 2026 |
| First Bank & Trust | History | Closed out | 0 | 0 | — | 0.06% | — | -4,601 | -100.0% | Q2 2026 | Jul 09, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,826 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,385 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,894 | -100.0% | Q2 2026 | Jul 14, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,740 | -100.0% | Q2 2026 | Aug 07, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -890 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -260 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Front Row Advisors LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Basepoint Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 10, 2026 |