Global X Funds - PAVE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 25,173,381 | 1,483,215 | 0.1% | 0.09% | 1 | -326,058 | -1.28% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 24,488,508 | 1,442,862 | 0.48% | 0.46% | 2 | +278,739 | 1.15% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 11,645,278 | 686,139 | 0.04% | 0.03% | 3 | +984,538 | 9.24% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 9,616,218 | 566,587 | 0.13% | 0.12% | 4 | +940,837 | 10.84% | Q2 2026 | Aug 07, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 8,938,139 | 527,323 | 2.56% | 3.08% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,089,117 | 299,850 | 0.07% | 0.06% | 6 | +1,001,544 | 24.5% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,495,049 | 263,409 | 0.01% | 0.02% | 7 | -1,915,629 | -29.88% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 4,214,610 | 248,072 | 0.3% | 0.27% | 8 | +278,717 | 7.08% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,597,436 | 211,960 | 0.03% | 0.03% | 9 | +308,957 | 9.4% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 3,061,202 | 180,368 | 0.18% | 0.03% | 10 | +2,470,824 | 418.52% | Q2 2026 | Aug 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 2,832,025 | 166,986 | 1.12% | 0.68% | 11 | +1,611,000 | 131.94% | Q2 2026 | Jul 20, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,722,598 | 160,415 | 2.12% | 1.28% | 12 | +1,096,642 | 67.45% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Reduced | 2,365,466 | 139,373 | 0.02% | 0.02% | 13 | -96,770 | -3.93% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,326,475 | 137,075 | 0.07% | 0.04% | 14 | +759,000 | 48.42% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,228,495 | 131,313 | 0.15% | 0.15% | 15 | +227,929 | 11.39% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,969,091 | 116,020 | 0.02% | 0.01% | 16 | +358,435 | 22.25% | Q2 2026 | Aug 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 1,964,140 | 115,727 | 5.73% | 5.64% | 17 | -4,326 | -0.22% | Q2 2026 | Jul 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,871,750 | 110,316 | 0.49% | 0.57% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,861,776 | 109,695 | 0.03% | 0.02% | 19 | +325,331 | 21.17% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,856,098 | 109,361 | 0.06% | 0.05% | 20 | +118,138 | 6.8% | Q2 2026 | Aug 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,847,570 | 109,020 | 6.81% | 6.75% | 21 | +30,612 | 1.68% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | Added to | 1,699,405 | 100,128 | 0.09% | 0.07% | 22 | +401,860 | 30.97% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 1,646,301 | 97,000 | 1.88% | 2.36% | 23 | -1,049,025 | -38.92% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,406,849 | 82,909 | 0.02% | 0.01% | 24 | +204,070 | 16.97% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,058,974 | 62,394 | 0.99% | 1.66% | 25 | +40,665 | 3.99% | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,028,101 | 60,575 | 2.19% | 2.09% | 26 | +44,143 | 4.49% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,023,893 | 60,327 | 0.19% | 0.17% | 27 | +147,897 | 16.88% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,006,445 | 59,299 | 0.07% | 0.07% | 28 | -9,038 | -0.89% | Q2 2026 | Jul 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 918,222 | 54,195 | 0.95% | 0.97% | 29 | +41,396 | 4.72% | Q2 2026 | Jul 23, 2026 |
| Treasurer of the State of North Carolina | History | New | 904,346 | 53,284 | 0.14% | — | 30 | +904,346 | New | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 878,989 | 51,790 | 0.05% | 0.05% | 31 | -32,568 | -3.57% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 871,355 | 51,340 | 0.05% | 0.05% | 32 | +34,205 | 4.09% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 844,313 | 49,746 | 0.1% | 0.09% | 33 | +178,874 | 26.88% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 782,638 | 46,113 | 0.03% | 0.06% | 34 | -711,194 | -47.61% | Q2 2026 | Aug 14, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 755,645 | 44,522 | 2.32% | 2.18% | 35 | -7,742 | -1.01% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 743,811 | 43,825 | 0.17% | 0.19% | 36 | -124 | -0.02% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | New | 728,078 | 42,898 | 0.5% | — | 37 | +728,078 | New | Q2 2026 | Jul 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 703,288 | 41,437 | 0.06% | 0.07% | 38 | +212,336 | 43.25% | Q2 2026 | Jul 22, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 647,770 | 38,233 | 1.57% | 2.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Destination Wealth Management | History | Reduced | 621,076 | 36,593 | 0.85% | 0.83% | 40 | -9,578 | -1.52% | Q2 2026 | Aug 14, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 609,894 | 35,934 | 4.2% | 3.14% | 41 | +3,872 | 0.64% | Q2 2026 | Jul 29, 2026 |
| Pacific Life Fund Advisors LLC | History | New | 594,414 | 35,022 | 3.85% | — | 42 | +594,414 | New | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 577,813 | 34,044 | 0.54% | 0.52% | 43 | +9,942 | 1.75% | Q2 2026 | Aug 10, 2026 |
| Cooper Financial Group | History | Added to | 576,388 | 33,960 | 2.82% | 2.83% | 44 | +24,981 | 4.53% | Q2 2026 | Jul 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 570,265 | 33,600 | 0.05% | 0.05% | 45 | +25,671 | 4.71% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 540,617 | 31,853 | 0.07% | 0.06% | 46 | +60,833 | 12.68% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 501,911 | 29,572 | 0.02% | 0.02% | 47 | +139,716 | 38.57% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 493,294 | 29,064 | 0.15% | 0.09% | 48 | +159,869 | 47.95% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 472,633 | 27,847 | 0.56% | 0.69% | 49 | +122,099 | 34.83% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 470,344 | 27,713 | 0.05% | 0.05% | 50 | +89,763 | 23.59% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 449,071 | 26,459 | 0.16% | 0.09% | 51 | +144,563 | 47.47% | Q2 2026 | Aug 17, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 403,005 | 23,745 | 2.15% | 1.93% | 52 | +43,699 | 12.16% | Q2 2026 | Jul 08, 2026 |
| CWM, LLC | History | No change | 460,523 | 23,399 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 397,534 | 23,390 | 0.01% | 0.01% | 54 | +123,392 | 45.01% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 385,411 | 22,709 | 0.04% | 0.04% | 55 | -55,393 | -12.57% | Q2 2026 | Aug 14, 2026 |
| 360 Financial, Inc. | History | Reduced | 374,735 | 22,079 | 5.61% | 5.76% | 56 | -1,218 | -0.32% | Q2 2026 | Aug 11, 2026 |
| Rockport Wealth LLC | History | New | 367,703 | 21,665 | 3.64% | — | 57 | +367,703 | New | Q2 2026 | Jul 27, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 327,596 | 19,301 | 3.29% | 3.36% | 58 | -8,276 | -2.46% | Q2 2026 | Jul 13, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 321,358 | 18,934 | 3.38% | 3.41% | 59 | -4,453 | -1.37% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 320,363 | 18,875 | 0.09% | 0.09% | 60 | -59,567 | -15.68% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 316,206 | 18,630 | 0.05% | 0.04% | 61 | +42,993 | 15.74% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | New | 312,551 | 18,415 | 0.03% | — | 62 | +312,551 | New | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 287,085 | 16,915 | 1.53% | 1.53% | 63 | +2,207 | 0.77% | Q2 2026 | Jul 16, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 274,009 | 16,144 | 0.43% | 0.44% | 64 | -17 | -0.01% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 267,076 | 15,736 | 0.01% | 0.0% | 65 | +87,545 | 48.76% | Q2 2026 | Aug 03, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 265,157 | 15,623 | 0.03% | 0.02% | 66 | -181 | -0.07% | Q2 2026 | Aug 13, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 267,397 | 15,070 | 2.13% | 1.57% | 67 | -15,214 | -5.38% | Q2 2026 | Aug 07, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 253,259 | 14,922 | 1.45% | 1.39% | 68 | -2,718 | -1.06% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | Added to | 246,013 | 14,501 | 0.05% | 0.05% | 69 | +60,187 | 32.39% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 244,424 | 14,426 | 0.36% | 0.37% | 70 | -16,855 | -6.45% | Q2 2026 | Jul 29, 2026 |
| Eagle Strategies LLC | History | Reduced | 239,684 | 14,122 | 1.4% | 2.39% | 71 | -153,436 | -39.03% | Q2 2026 | Jul 21, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 229,190 | 13,527 | 1.67% | 2.3% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 217,871 | 12,836 | 5.77% | 5.44% | 73 | +9,213 | 4.42% | Q2 2026 | Jul 22, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 220,583 | 12,725 | 1.23% | 1.21% | 74 | +13,687 | 6.62% | Q2 2026 | Aug 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 214,811 | 12,656 | 0.47% | 0.57% | 75 | +1,704 | 0.8% | Q2 2026 | Aug 06, 2026 |
| Sage Capital Management, LLC | History | Added to | 213,126 | 12,558 | 4.9% | 5.04% | 76 | +1,849 | 0.88% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 211,492 | 12,461 | 0.24% | 0.2% | 77 | +7,238 | 3.54% | Q2 2026 | Jul 09, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 210,835 | 12,422 | 4.06% | 3.91% | 78 | -1,532 | -0.72% | Q2 2026 | Aug 12, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 200,760 | 11,828 | 4.2% | 3.96% | 79 | +5,395 | 2.76% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 199,180 | 11,735 | 0.12% | 0.11% | 80 | +7,631 | 3.98% | Q2 2026 | Aug 11, 2026 |
| Investors Research Corp | History | Added to | 194,312 | 11,448 | 2.05% | 1.88% | 81 | +457 | 0.24% | Q2 2026 | Jul 10, 2026 |
| National Philanthropic Trust | History | Added to | 192,783 | 11,358 | 0.16% | 0.1% | 82 | +5,506 | 2.94% | Q2 2026 | Aug 14, 2026 |
| JMAC ENTERPRISES LLC | History | Reduced | 192,070 | 11,316 | 1.91% | 2.05% | 83 | -18,407 | -8.75% | Q2 2026 | Jul 28, 2026 |
| Financial Partners Group, Inc | History | Reduced | 183,114 | 10,789 | 1.1% | 1.12% | 84 | -1,441 | -0.78% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 181,068 | 10,668 | 0.01% | 0.02% | 85 | -138,270 | -43.3% | Q2 2026 | Aug 19, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 173,705 | 10,234 | 5.72% | 5.53% | 86 | +10,765 | 6.61% | Q2 2026 | Aug 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 168,842 | 9,948 | 0.57% | 0.1% | 87 | +137,029 | 430.73% | Q2 2026 | Aug 04, 2026 |
| Clarus Group, Inc. | History | Reduced | 168,759 | 9,943 | 3.37% | 3.14% | 88 | -3,468 | -2.01% | Q2 2026 | Jul 24, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 167,987 | 9,897 | 2.46% | 2.34% | 89 | -331 | -0.2% | Q2 2026 | Aug 07, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 167,112 | 9,846 | 0.85% | 0.82% | 90 | +10,360 | 6.61% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 166,066 | 9,784 | 0.07% | 0.07% | 91 | +168 | 0.1% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 164,041 | 9,665 | 0.21% | 0.22% | 92 | -20,274 | -11.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 158,718 | 9,352 | 0.27% | 0.25% | 93 | -3,487 | -2.15% | Q2 2026 | Jul 01, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 153,589 | 9,065 | 2.03% | 1.21% | 94 | +35 | 0.02% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | Added to | 150,459 | 8,875 | 0.04% | 0.03% | 95 | +16,497 | 12.31% | Q2 2026 | Aug 14, 2026 |
| Y.D. More Investments Ltd | History | Added to | 149,999 | 8,824 | 0.27% | 0.27% | 96 | +12,332 | 8.96% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 147,572 | 8,694 | 0.04% | 0.04% | 97 | +11,158 | 8.18% | Q2 2026 | Aug 13, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 146,296 | 8,619 | 3.28% | 3.47% | 98 | -12,134 | -7.66% | Q2 2026 | Aug 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 143,226 | 8,438 | 0.22% | 0.22% | 99 | +5,449 | 3.95% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 142,152 | 8,375 | 0.16% | 0.15% | 100 | +13,705 | 10.67% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 141,738 | 8,351 | 0.33% | 0.29% | 101 | +13,607 | 10.62% | Q2 2026 | Aug 14, 2026 |
| Copley Financial Group, Inc. | History | Added to | 135,421 | 7,979 | 4.83% | 4.06% | 102 | +3,088 | 2.33% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 131,020 | 7,719 | 0.18% | 0.26% | 103 | -50,528 | -27.83% | Q2 2026 | Aug 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 131,000 | 7,718 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 134,699 | 7,623 | 0.95% | 1.06% | 105 | +18,707 | 16.13% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 129,111 | 7,607 | 0.02% | 0.02% | 106 | +3,764 | 3.0% | Q2 2026 | Aug 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 128,553 | 7,574 | 0.74% | 0.72% | 107 | -582 | -0.45% | Q2 2026 | Aug 05, 2026 |
| Capital Advantage, Inc. | History | Added to | 128,370 | 7,563 | 0.92% | 0.79% | 108 | +9,927 | 8.38% | Q2 2026 | Jul 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 127,441 | 7,521 | 0.18% | 0.15% | 109 | +13,993 | 12.33% | Q2 2026 | Aug 13, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 125,968 | 7,422 | 4.12% | 4.21% | 110 | -769 | -0.61% | Q2 2026 | Jul 16, 2026 |
| San Luis Wealth Advisors LLC | History | New | 123,193 | 7,258 | 1.09% | — | 111 | +123,193 | New | Q2 2026 | Jul 16, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 120,474 | 7,110 | 3.87% | 3.88% | 112 | +1,937 | 1.63% | Q2 2026 | Aug 07, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 119,828 | 7,060 | 1.37% | 1.37% | 113 | +45 | 0.04% | Q2 2026 | Aug 05, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 117,147 | 6,902 | 2.04% | 1.99% | 114 | -3,584 | -2.97% | Q2 2026 | Jul 31, 2026 |
| Guilbault Capital LLC | History | Added to | 116,676 | 6,874 | 6.9% | 6.42% | 115 | +1,403 | 1.22% | Q2 2026 | Jul 23, 2026 |
| BANK HAPOALIM BM | History | Reduced | 115,725 | 6,819 | 0.45% | 0.92% | 116 | -2,115 | -1.79% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 114,046 | 6,719 | 0.09% | 0.09% | 117 | +1,574 | 1.4% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 112,518 | 6,630 | 0.04% | 0.03% | 118 | +41,825 | 59.16% | Q2 2026 | Jul 20, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 112,343 | 6,619 | 3.01% | 3.1% | 119 | +3,131 | 2.87% | Q2 2026 | Jul 07, 2026 |
| Elyxium Wealth, LLC | History | Added to | 112,054 | 6,602 | 0.69% | 1.13% | 120 | +42,987 | 62.24% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 109,272 | 6,438 | 0.0% | 0.0% | 121 | +31,112 | 39.81% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 108,182 | 6,374 | 0.01% | 0.01% | 122 | +17,019 | 18.67% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 108,153 | 6,372 | 0.07% | 0.05% | 123 | +32,616 | 43.18% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 107,163 | 6,313 | 0.05% | 0.03% | 124 | +37,825 | 54.55% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 105,470 | 6,214 | 0.08% | 0.07% | 125 | +3,182 | 3.11% | Q2 2026 | Aug 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 104,767 | 6,172 | 0.0% | 0.0% | 126 | +21,517 | 25.85% | Q2 2026 | Aug 07, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 103,955 | 6,135 | 4.69% | 8.33% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 102,307 | 6,038 | 1.28% | 1.41% | 128 | +1,531 | 1.52% | Q2 2026 | Jul 21, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 102,030 | 6,011 | 1.19% | 1.05% | 129 | +12,184 | 13.56% | Q2 2026 | Jul 24, 2026 |
| WT Wealth Management | History | Added to | 101,491 | 5,979 | 1.66% | 1.52% | 130 | +634 | 0.63% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 100,944 | 5,947 | 0.06% | 0.04% | 131 | +29,057 | 40.42% | Q2 2026 | Aug 03, 2026 |
| TENET WEALTH PARTNERS, LLC | History | New | 103,461 | 5,946 | 4.42% | — | 132 | +103,461 | New | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 100,409 | 5,912 | 0.0% | 0.0% | 133 | -5,778 | -5.44% | Q2 2026 | Aug 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 99,806 | 5,890 | 0.25% | 0.24% | 134 | -2,245 | -2.2% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 99,925 | 5,887 | 0.02% | 0.02% | 135 | +8,989 | 9.88% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 98,580 | 5,808 | 0.03% | 0.03% | 136 | +7,590 | 8.34% | Q2 2026 | Jul 24, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 98,567 | 5,807 | 3.59% | 3.49% | 137 | +3,180 | 3.33% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 98,464 | 5,801 | 0.0% | 0.0% | 138 | -10,805 | -9.89% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 95,378 | 5,619 | 0.01% | 0.0% | 139 | +23,983 | 33.59% | Q2 2026 | Jul 28, 2026 |
| NORTHERN TRUST CORP | History | Added to | 93,647 | 5,517 | 0.0% | 0.0% | 140 | +11,368 | 13.82% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 92,965 | 5,477 | 0.0% | 0.0% | 141 | +10,544 | 12.79% | Q2 2026 | Aug 13, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 92,211 | 5,433 | 1.08% | 1.0% | 142 | +2,832 | 3.17% | Q2 2026 | Jul 22, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 91,892 | 5,414 | 0.83% | 0.75% | 143 | -2,259 | -2.4% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 91,673 | 5,401 | 0.0% | 0.0% | 144 | -4,755 | -4.93% | Q2 2026 | Aug 13, 2026 |
| Vectors Research Management, LLC | History | Added to | 90,821 | 5,351 | 1.4% | 0.64% | 145 | +47,608 | 110.17% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 147,238 | 5,333 | 0.01% | 0.01% | 146 | +17,514 | 13.5% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 89,564 | 5,277 | 0.3% | 0.27% | 147 | +6,695 | 8.08% | Q2 2026 | Jul 15, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | New | 88,770 | 5,230 | 0.12% | — | 148 | +88,770 | New | Q2 2026 | Jul 29, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 87,772 | 5,171 | 0.03% | 0.01% | 149 | +43,784 | 99.54% | Q2 2026 | Aug 11, 2026 |
| MRA Advisory Group | History | Reduced | 87,157 | 5,135 | 1.86% | 1.84% | 150 | -1,603 | -1.81% | Q2 2026 | Jul 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 86,536 | 5,098 | 0.0% | 0.0% | 151 | +55,651 | 180.19% | Q2 2026 | Aug 14, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 86,025 | 5,068 | 2.58% | 2.57% | 152 | +357 | 0.42% | Q2 2026 | Aug 24, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 85,334 | 5,027 | 0.15% | 0.13% | 153 | +10,501 | 14.03% | Q2 2026 | Aug 05, 2026 |
| PFG Advisors | History | Added to | 85,259 | 5,023 | 0.25% | 0.2% | 154 | +2,627 | 3.18% | Q2 2026 | Jul 16, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 83,344 | 4,910 | 0.3% | 0.27% | 155 | +14,441 | 20.96% | Q2 2026 | Aug 11, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 82,975 | 4,888 | 1.0% | 1.06% | 156 | +188 | 0.23% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 82,494 | 4,860 | 0.03% | 0.03% | 157 | -1,292 | -1.54% | Q2 2026 | Jul 20, 2026 |
| EFG International AG | History | No change | 82,000 | 4,831 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | Added to | 81,210 | 4,784 | 0.06% | 0.05% | 159 | +156 | 0.19% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 80,387 | 4,736 | 0.0% | 0.0% | 160 | -1,052 | -1.29% | Q2 2026 | Aug 06, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 78,726 | 4,638 | 0.06% | 0.07% | 161 | -3,399 | -4.14% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 76,156 | 4,487 | 0.01% | 0.01% | 162 | +8,267 | 12.18% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 75,832 | 4,468 | 0.03% | 0.01% | 163 | +39,885 | 110.96% | Q2 2026 | Sep 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 75,003 | 4,419 | 0.07% | 0.04% | 164 | +28,053 | 59.75% | Q2 2026 | Aug 07, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 73,952 | 4,354 | 0.28% | 0.28% | 165 | -4,946 | -6.27% | Q2 2026 | Aug 11, 2026 |
| Oxford Wealth Group, LLC | History | Added to | 73,639 | 4,338 | 1.94% | 1.8% | 166 | +8,947 | 13.83% | Q2 2026 | Aug 13, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 73,223 | 4,314 | 3.22% | 3.2% | 167 | +2,716 | 3.85% | Q2 2026 | Jul 16, 2026 |
| Wealthfront Advisers LLC | History | Added to | 73,087 | 4,306 | 0.01% | 0.01% | 168 | +24,795 | 51.34% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 72,853 | 4,298 | 0.01% | 0.01% | 169 | -6,274 | -7.93% | Q2 2026 | Aug 07, 2026 |
| Banque Transatlantique SA | History | Reduced | 72,530 | 4,273 | 0.09% | 0.11% | 170 | -21,515 | -22.88% | Q2 2026 | Jul 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 71,536 | 4,214 | 0.01% | — | 171 | +71,536 | New | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 70,970 | 4,181 | 0.09% | 0.01% | 172 | +61,963 | 687.94% | Q2 2026 | Aug 06, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 70,891 | 4,176 | 2.77% | 2.72% | 173 | +494 | 0.7% | Q2 2026 | Jul 28, 2026 |
| Magnus Financial Group LLC | History | Added to | 70,866 | 4,175 | 0.3% | 0.26% | 174 | +8,743 | 14.07% | Q2 2026 | Jul 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 70,524 | 4,155 | 0.16% | — | 175 | +70,524 | New | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 68,816 | 4,054 | 0.01% | 0.0% | 176 | +19,269 | 38.89% | Q2 2026 | Aug 14, 2026 |
| Austin Wealth Management, LLC | History | Added to | 71,734 | 4,038 | 0.85% | 0.82% | 177 | +1,501 | 2.14% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 68,336 | 4,026 | 1.03% | 0.56% | 178 | +29,441 | 75.69% | Q2 2026 | Aug 06, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 67,907 | 4,001 | 0.48% | 0.43% | 179 | +5,366 | 8.58% | Q2 2026 | Jul 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 67,296 | 3,965 | 0.05% | 0.05% | 180 | +1,975 | 3.02% | Q2 2026 | Jul 22, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 65,521 | 3,860 | 0.05% | 0.04% | 181 | +7,984 | 13.88% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 65,179 | 3,840 | 0.0% | 0.0% | 182 | +23,467 | 56.26% | Q2 2026 | Aug 14, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 64,929 | 3,825 | 2.5% | 2.56% | 183 | -4,319 | -6.24% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 64,804 | 3,818 | 0.08% | 0.08% | 184 | +532 | 0.83% | Q2 2026 | Jul 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 64,450 | 3,797 | 0.19% | 0.07% | 185 | +40,351 | 167.44% | Q2 2026 | Jul 20, 2026 |
| BIP Wealth, LLC | History | New | 64,378 | 3,793 | 0.11% | — | 186 | +64,378 | New | Q2 2026 | Aug 03, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 64,173 | 3,781 | 0.3% | 0.19% | 187 | +23,515 | 57.84% | Q2 2026 | Jul 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 63,904 | 3,765 | 0.18% | 0.17% | 188 | +424 | 0.67% | Q2 2026 | Jul 23, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | No change | 62,840 | 3,708 | 2.58% | 5.93% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NorthRock Partners, LLC | History | Added to | 62,520 | 3,683 | 0.05% | 0.05% | 190 | +4,505 | 7.77% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 62,115 | 3,659 | 0.01% | 0.0% | 191 | +230 | 0.37% | Q2 2026 | Aug 12, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 61,740 | 3,637 | 0.35% | 0.35% | 192 | -1,150 | -1.83% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | Added to | 61,621 | 3,633 | 0.04% | 0.01% | 193 | +38,488 | 166.38% | Q2 2026 | Aug 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 61,318 | 3,612 | 0.13% | 0.14% | 194 | -3,422 | -5.29% | Q2 2026 | Jul 29, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 58,780 | 3,463 | 1.35% | 1.44% | 195 | -499 | -0.84% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 57,927 | 3,413 | 0.05% | 0.05% | 196 | -1,764 | -2.96% | Q2 2026 | Aug 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 57,986 | 3,410 | 0.91% | 0.91% | 197 | +871 | 1.52% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | Added to | 57,134 | 3,366 | 0.11% | 0.1% | 198 | +4,134 | 7.8% | Q2 2026 | Aug 14, 2026 |
| Peck Wealth Management, LLC | History | Added to | 56,913 | 3,353 | 2.82% | 2.48% | 199 | +8,173 | 16.77% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | Added to | 53,667 | 3,162 | 0.0% | 0.0% | 200 | +6,398 | 13.54% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 53,677 | 3,153 | 0.15% | 0.14% | 201 | -6,702 | -11.1% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 53,400 | 3,146 | 0.0% | 0.0% | 202 | +35,200 | 193.41% | Q2 2026 | Aug 13, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 53,394 | 3,146 | 0.98% | 1.04% | 203 | -1,866 | -3.38% | Q2 2026 | Jul 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 52,983 | 3,121 | 0.75% | — | 204 | +52,983 | New | Q2 2026 | Aug 10, 2026 |
| Steelhead Wealth Management LLC | History | Reduced | 52,699 | 3,105 | 1.25% | 1.36% | 205 | -137 | -0.26% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 52,412 | 3,088 | 0.07% | 0.06% | 206 | +1,438 | 2.82% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 52,416 | 3,088 | 0.2% | 0.19% | 207 | +1,240 | 2.42% | Q2 2026 | Aug 07, 2026 |
| REDW Wealth LLC | History | Reduced | 52,339 | 3,083 | 1.1% | 1.06% | 208 | -25 | -0.05% | Q2 2026 | Jul 30, 2026 |
| GPM Growth Investors, Inc. | History | New | 52,312 | 3,082 | 1.29% | — | 209 | +52,312 | New | Q2 2026 | Aug 07, 2026 |
| McCollum Christoferson Group LLC | History | New | 52,120 | 3,070 | 0.9% | — | 210 | +52,120 | New | Q2 2026 | Jul 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 52,100 | 3,069 | 0.15% | 0.09% | 211 | +20,668 | 65.75% | Q2 2026 | Jul 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 51,554 | 3,037 | 0.03% | 0.03% | 212 | +629 | 1.24% | Q2 2026 | Aug 05, 2026 |
| Nvest Financial, LLC | History | Added to | 51,223 | 3,018 | 0.95% | 0.91% | 213 | +2,900 | 6.0% | Q2 2026 | Jul 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 53,413 | 3,013 | 0.08% | 0.08% | 214 | +1,908 | 3.7% | Q2 2026 | Jul 15, 2026 |
| ZEGA Investments, LLC | History | Added to | 50,616 | 2,982 | 0.31% | 0.18% | 215 | +18,381 | 57.02% | Q2 2026 | Jul 31, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 49,972 | 2,944 | 0.3% | 0.26% | 216 | +4,735 | 10.47% | Q2 2026 | Jul 16, 2026 |
| Diversify Advisory Services, LLC | History | New | 51,086 | 2,936 | 0.05% | — | 218 | +51,086 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 51,086 | 2,936 | 0.05% | 0.05% | 217 | +526 | 1.04% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 49,445 | 2,913 | 0.02% | 0.01% | 219 | +24,316 | 96.76% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 48,920 | 2,882 | 0.02% | 0.02% | 220 | +8,066 | 19.74% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 48,946 | 2,882 | 0.01% | 0.01% | 221 | +646 | 1.34% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | Added to | 54,670 | 2,875 | 0.05% | 0.04% | 222 | +11,484 | 26.59% | Q2 2026 | Aug 13, 2026 |
| Advisor Resource Council | History | Added to | 49,393 | 2,856 | 0.81% | 0.49% | 223 | +19,309 | 64.18% | Q2 2026 | Jul 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 48,304 | 2,851 | 0.09% | 0.07% | 224 | +8,160 | 20.33% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | Reduced | 48,189 | 2,839 | 0.09% | 0.09% | 225 | -1,995 | -3.98% | Q2 2026 | Jul 17, 2026 |
| Norris Financial Group, LLC | History | Added to | 47,491 | 2,798 | 1.11% | 0.6% | 226 | +11,071 | 30.4% | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 47,127 | 2,776 | 0.08% | 0.06% | 227 | +9,144 | 24.07% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 47,075 | 2,773 | 0.68% | 0.21% | 228 | +32,816 | 230.14% | Q2 2026 | Jul 30, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 46,951 | 2,766 | 0.18% | 0.18% | 229 | +623 | 1.34% | Q2 2026 | Jul 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 46,685 | 2,750 | 0.03% | 0.01% | 230 | +27,983 | 149.63% | Q2 2026 | Aug 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 46,664 | 2,749 | 0.11% | 0.11% | 231 | +981 | 2.15% | Q2 2026 | Jul 27, 2026 |
| Maridea Wealth Management LLC | History | New | 46,500 | 2,739 | 0.3% | — | 232 | +46,500 | New | Q2 2026 | Aug 06, 2026 |
| Owen LaRue, LLC | History | Added to | 45,515 | 2,681 | 0.93% | 0.78% | 233 | +5,759 | 14.49% | Q2 2026 | Jul 22, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 44,902 | 2,645 | 1.15% | 0.62% | 234 | +22,563 | 101.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 44,530 | 2,623 | 0.11% | 0.1% | 235 | +5,120 | 12.99% | Q2 2026 | Jul 22, 2026 |
| Bison Wealth, LLC | History | Reduced | 44,938 | 2,598 | 0.24% | 0.26% | 236 | -2,309 | -4.89% | Q2 2026 | Jul 07, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 43,793 | 2,580 | 0.39% | 0.36% | 237 | +465 | 1.07% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 42,982 | 2,532 | 0.02% | 0.04% | 238 | +14,950 | 53.33% | Q2 2026 | Aug 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 42,268 | 2,490 | 1.03% | 1.08% | 239 | -1,933 | -4.37% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 42,102 | 2,480 | 0.02% | 0.01% | 240 | +13,344 | 46.4% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | Added to | 41,799 | 2,462 | 0.04% | 0.03% | 241 | +1,143 | 2.81% | Q2 2026 | Aug 10, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 41,346 | 2,436 | 0.54% | 0.51% | 242 | +1,499 | 3.76% | Q2 2026 | Aug 03, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 41,234 | 2,429 | 0.59% | 0.58% | 243 | +324 | 0.79% | Q2 2026 | Aug 10, 2026 |
| Veridan Wealth LLC | History | New | 40,879 | 2,408 | 0.82% | — | 244 | +40,879 | New | Q2 2026 | Aug 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 40,759 | 2,401 | 1.39% | 1.33% | 245 | +285 | 0.7% | Q2 2026 | Jul 21, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 40,492 | 2,386 | 0.9% | 0.9% | 246 | -1,752 | -4.15% | Q2 2026 | Aug 13, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 39,904 | 2,351 | 1.75% | 1.65% | 247 | -30 | -0.08% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 39,299 | 2,315 | 0.01% | 0.0% | 248 | +31,110 | 379.9% | Q2 2026 | Aug 18, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 39,089 | 2,303 | 0.04% | 0.04% | 249 | +2,614 | 7.17% | Q2 2026 | Aug 04, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 38,828 | 2,287 | 0.66% | 0.65% | 250 | +1,213 | 3.22% | Q2 2026 | Jul 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 38,802 | 2,286 | 0.02% | — | 251 | +38,802 | New | Q2 2026 | Aug 14, 2026 |
| SFI Advisors, LLC | History | Reduced | 38,723 | 2,281 | 1.97% | 2.08% | 252 | -308 | -0.79% | Q2 2026 | Jul 27, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 38,556 | 2,271 | 0.33% | 0.31% | 253 | +1,415 | 3.81% | Q2 2026 | Jul 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 38,299 | 2,256 | 0.04% | 0.04% | 254 | +4,741 | 14.13% | Q2 2026 | Aug 14, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 38,136 | 2,246 | 0.83% | 0.85% | 255 | -2,083 | -5.18% | Q2 2026 | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 37,666 | 2,219 | 0.12% | 0.11% | 256 | +1,776 | 4.95% | Q2 2026 | Jul 27, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 37,538 | 2,210 | 1.07% | 1.11% | 257 | -1,705 | -4.34% | Q2 2026 | Jul 08, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 37,403 | 2,203 | 0.43% | 0.41% | 258 | +1,374 | 3.81% | Q2 2026 | Aug 05, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 37,070 | 2,184 | 0.84% | 0.99% | 259 | -4,659 | -11.16% | Q2 2026 | Jul 09, 2026 |
| Systelligence, LLC | History | No change | 37,032 | 2,181 | 0.36% | 0.37% | 260 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 36,690 | 2,162 | 0.03% | 0.03% | 261 | -408 | -1.1% | Q2 2026 | Jul 15, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 36,503 | 2,150 | 0.67% | 0.65% | 262 | -1,099 | -2.92% | Q2 2026 | Jul 27, 2026 |
| Ciovacco Capital Management LLC | History | New | 36,178 | 2,131 | 0.95% | — | 263 | +36,178 | New | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 35,610 | 2,098 | 0.02% | 0.01% | 264 | +2,149 | 6.42% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | New | 35,503 | 2,091 | 0.01% | — | 265 | +35,503 | New | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 34,703 | 2,044 | 0.1% | 0.1% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| APS Management Group, Inc. | History | Reduced | 34,621 | 2,039 | 1.57% | 1.52% | 267 | -439 | -1.25% | Q2 2026 | Jul 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 34,488 | 2,032 | 0.0% | 0.0% | 268 | +19,228 | 126.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 33,336 | 1,964 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 32,818 | 1,933 | 0.56% | 0.11% | 270 | +26,826 | 447.7% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | Added to | 32,624 | 1,922 | 0.05% | 0.04% | 271 | +900 | 2.84% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 32,300 | 1,903 | 0.0% | 0.0% | 272 | +14,500 | 81.46% | Q2 2026 | Sep 02, 2026 |
| WBH ADVISORY INC | History | Added to | 32,194 | 1,896 | 0.13% | 0.12% | 273 | +222 | 0.69% | Q2 2026 | Aug 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 32,091 | 1,890 | 0.66% | 0.66% | 274 | -576 | -1.76% | Q2 2026 | Aug 14, 2026 |
| Simmons Bank | History | New | 31,572 | 1,860 | 0.11% | — | 275 | +31,572 | New | Q2 2026 | Jul 31, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 31,435 | 1,852 | 0.09% | 0.07% | 276 | +3,663 | 13.19% | Q2 2026 | Jul 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 31,167 | 1,836 | 0.16% | 0.16% | 277 | -6,400 | -17.04% | Q2 2026 | Aug 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 30,855 | 1,821 | 0.44% | 0.44% | 278 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Copia Wealth Management | History | Added to | 30,818 | 1,815 | 1.09% | 0.9% | 279 | +5,170 | 20.16% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | Added to | 30,607 | 1,803 | 0.02% | 0.01% | 280 | +13,466 | 78.56% | Q2 2026 | Jul 28, 2026 |
| Ballentine Partners, LLC | History | No change | 30,548 | 1,799 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 30,439 | 1,793 | 0.32% | 0.29% | 282 | +358 | 1.19% | Q2 2026 | Aug 05, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 30,297 | 1,784 | 1.05% | 0.99% | 283 | +1,219 | 4.19% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 30,233 | 1,781 | 0.05% | 0.04% | 284 | +1,882 | 6.64% | Q2 2026 | Jul 28, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 29,996 | 1,767 | 1.2% | 1.13% | 285 | -848 | -2.75% | Q2 2026 | Jul 20, 2026 |
| Financial Freedom, LLC | History | No change | 29,934 | 1,763 | 0.81% | 0.76% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Purpose Unlimited Inc. | History | Added to | 29,834 | 1,757 | 0.07% | 0.0% | 287 | +29,606 | 12985.09% | Q2 2026 | Aug 13, 2026 |
| Trivium Point Advisory, LLC | History | New | 29,288 | 1,725 | 0.16% | — | 288 | +29,288 | New | Q2 2026 | Aug 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 28,969 | 1,709 | 0.02% | 0.02% | 289 | -575 | -1.95% | Q2 2026 | Aug 07, 2026 |
| CVA Family Office, LLC | History | No change | 28,941 | 1,705 | 0.15% | 0.15% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 28,834 | 1,698 | 1.07% | 0.99% | 291 | -850 | -2.86% | Q2 2026 | Aug 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 28,442 | 1,675 | 0.5% | 0.48% | 292 | +2,167 | 8.25% | Q2 2026 | Jul 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 28,311 | 1,668 | 0.0% | 0.0% | 293 | +10,356 | 57.68% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 28,186 | 1,660 | 0.03% | 0.03% | 294 | -400 | -1.4% | Q2 2026 | Jul 20, 2026 |
| Sonoma Allocations LLC | History | Added to | 28,422 | 1,658 | 0.52% | 0.3% | 295 | +11,409 | 67.06% | Q2 2026 | Jul 08, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 27,840 | 1,640 | 0.14% | 0.15% | 296 | +275 | 1.0% | Q2 2026 | Jul 30, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 27,653 | 1,629 | 0.37% | 0.36% | 297 | -650 | -2.3% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 27,428 | 1,616 | 0.02% | 0.02% | 298 | -2 | -0.01% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,426 | 1,615 | 0.01% | 0.0% | 299 | +9,255 | 50.93% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 27,368 | 1,612 | 0.11% | 0.11% | 300 | -875 | -3.1% | Q2 2026 | Jul 07, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 27,337 | 1,610 | 0.68% | 0.67% | 301 | -165 | -0.6% | Q2 2026 | Jul 14, 2026 |
| BlackRock, Inc. | History | Added to | 27,304 | 1,608 | 0.0% | 0.0% | 302 | +22,733 | 497.33% | Q2 2026 | Aug 07, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 27,259 | 1,606 | 0.29% | 0.28% | 303 | +1,379 | 5.33% | Q2 2026 | Jul 30, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 27,215 | 1,603 | 0.01% | 0.01% | 304 | -1,252 | -4.4% | Q2 2026 | Jul 07, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 26,466 | 1,559 | 0.11% | 0.1% | 305 | +137 | 0.52% | Q2 2026 | Jul 21, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 26,364 | 1,556 | 0.32% | 0.3% | 306 | -1,072 | -3.91% | Q2 2026 | Aug 06, 2026 |
| LRI Investments, LLC | History | No change | 26,392 | 1,555 | 0.13% | 0.12% | 307 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mezzasalma Advisors, LLC | History | New | 25,992 | 1,531 | 0.31% | — | 308 | +25,992 | New | Q2 2026 | Aug 10, 2026 |
| Keystone Financial Group | History | Added to | 25,711 | 1,514 | 0.09% | 0.06% | 309 | +7,981 | 45.01% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,630 | 1,510 | 0.0% | 0.0% | 310 | +1,801 | 7.56% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 25,565 | 1,508 | 0.06% | 0.03% | 311 | +11,451 | 81.13% | Q2 2026 | Jul 21, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 25,606 | 1,508 | 0.51% | 0.52% | 312 | +63 | 0.25% | Q2 2026 | Aug 12, 2026 |
| VectorGlobal IAG, Inc. | History | No change | 29,312 | 1,489 | 0.39% | 0.39% | 313 | 0 | 0.0% | Q1 2026 | Jun 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 25,236 | 1,486 | 0.0% | 0.0% | 314 | +7,740 | 44.24% | Q2 2026 | Aug 13, 2026 |
| Invst, LLC | History | Reduced | 25,131 | 1,480 | 0.14% | 0.15% | 315 | -975 | -3.73% | Q2 2026 | Aug 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 24,794 | 1,446 | 0.54% | 0.55% | 316 | +685 | 2.84% | Q2 2026 | Aug 13, 2026 |
| Rothschild Capital Partners, LLC | History | No change | 24,353 | 1,434 | 0.31% | 0.3% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 24,105 | 1,420 | 0.01% | 0.01% | 318 | +6,733 | 38.76% | Q2 2026 | Aug 10, 2026 |
| NWAM LLC | History | New | 23,852 | 1,405 | 0.07% | — | 319 | +23,852 | New | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 23,767 | 1,402 | 0.01% | 0.01% | 320 | +128 | 0.54% | Q2 2026 | Aug 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 23,375 | 1,377 | 0.34% | 0.32% | 321 | +800 | 3.54% | Q2 2026 | Aug 07, 2026 |
| High Point Wealth Management, LLC | History | Added to | 22,565 | 1,329 | 1.09% | 1.07% | 322 | +747 | 3.42% | Q2 2026 | Jul 20, 2026 |
| Gotham Asset Management, LLC | History | Added to | 22,484 | 1,324 | 0.0% | 0.0% | 323 | +3,123 | 16.13% | Q2 2026 | Aug 14, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 22,323 | 1,315 | 0.14% | 0.13% | 324 | +986 | 4.62% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 22,172 | 1,306 | 0.05% | 0.05% | 325 | +955 | 4.5% | Q2 2026 | Jul 22, 2026 |
| BARD ASSOCIATES INC | History | Added to | 21,996 | 1,297 | 0.29% | 0.18% | 326 | +7,855 | 55.55% | Q2 2026 | Aug 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 21,965 | 1,294 | 0.09% | 0.11% | 327 | -4,867 | -18.14% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 21,874 | 1,288 | 0.01% | 0.01% | 328 | +1,745 | 8.67% | Q2 2026 | Jul 15, 2026 |
| Powell Investment Advisors, LLC | History | No change | 21,834 | 1,288 | 0.41% | 0.38% | 329 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 21,787 | 1,283 | 0.0% | 0.0% | 330 | -227 | -1.03% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 21,471 | 1,265 | 0.52% | 0.51% | 331 | -171 | -0.79% | Q2 2026 | Jul 09, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 21,230 | 1,250 | 0.01% | 0.01% | 332 | +2,128 | 11.14% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 20,878 | 1,230 | 0.04% | 0.04% | 333 | +1,468 | 7.56% | Q2 2026 | Jul 27, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 20,835 | 1,227 | 0.44% | 0.46% | 334 | +153 | 0.74% | Q2 2026 | Aug 14, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 20,598 | 1,213 | 0.18% | 0.18% | 335 | +23 | 0.11% | Q2 2026 | Aug 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 20,368 | 1,200 | 0.06% | 0.06% | 336 | +60 | 0.3% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 20,174 | 1,189 | 0.05% | 0.06% | 337 | -6,442 | -24.2% | Q2 2026 | Aug 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 19,755 | 1,163 | 0.08% | 0.07% | 338 | +1,762 | 9.79% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 19,685 | 1,159 | 0.03% | 0.03% | 339 | +754 | 3.98% | Q2 2026 | Jul 07, 2026 |
| Bensler, LLC | History | Reduced | 19,631 | 1,156 | 0.1% | 0.11% | 340 | -525 | -2.6% | Q2 2026 | Jul 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 19,540 | 1,151 | 0.07% | 0.08% | 341 | +230 | 1.19% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 19,472 | 1,147 | 0.01% | 0.01% | 342 | -376 | -1.89% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 19,386 | 1,142 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 19,283 | 1,136 | 0.01% | 0.01% | 344 | +577 | 3.08% | Q2 2026 | Aug 11, 2026 |
| Greenline Wealth Management LLC | History | Added to | 18,856 | 1,110 | 0.91% | 0.91% | 345 | +3,236 | 20.72% | Q2 2026 | Jul 23, 2026 |
| Accel Wealth Management | History | Added to | 18,663 | 1,099 | 0.25% | 0.21% | 346 | +2,960 | 18.85% | Q2 2026 | Jul 10, 2026 |
| SOFI WEALTH, LLC | History | Added to | 18,666 | 1,099 | 0.04% | 0.04% | 347 | +2,109 | 12.74% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,504 | 1,090 | 0.0% | 0.0% | 348 | -15,062 | -44.87% | Q2 2026 | Aug 14, 2026 |
| Valued Retirements, Inc. | History | Added to | 18,065 | 1,064 | 0.96% | 0.87% | 349 | +468 | 2.66% | Q2 2026 | Aug 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | New | 17,939 | 1,056 | 0.01% | — | 350 | +17,939 | New | Q2 2026 | Aug 07, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 17,847 | 1,051 | 0.06% | 0.06% | 351 | -570 | -3.09% | Q2 2026 | Aug 12, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 17,633 | 1,038 | 0.03% | 0.04% | 352 | +388 | 2.25% | Q2 2026 | Jul 23, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 17,549 | 1,033 | 0.07% | 0.06% | 353 | +600 | 3.54% | Q2 2026 | Aug 04, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 17,513 | 1,031 | 0.65% | 0.65% | 354 | +429 | 2.51% | Q2 2026 | Jul 07, 2026 |
| Corient Private Wealth LP | History | Reduced | 17,453 | 1,028 | 0.0% | 0.0% | 355 | -10,328 | -37.18% | Q2 2026 | Aug 27, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 17,881 | 1,012 | 0.51% | 0.79% | 356 | -7,415 | -29.31% | Q2 2026 | Jul 29, 2026 |
| Commerce Advisors, LLC | History | Added to | 17,115 | 1,008 | 0.55% | 0.73% | 357 | +8 | 0.05% | Q2 2026 | Aug 04, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 17,010 | 1,002 | 0.04% | 0.04% | 358 | -150 | -0.87% | Q2 2026 | Aug 05, 2026 |
| SteelPeak Wealth, LLC | History | New | 16,811 | 992 | 0.03% | — | 360 | +16,811 | New | Q2 2026 | Jul 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 16,849 | 992 | 0.01% | 0.01% | 359 | +2,325 | 16.01% | Q2 2026 | Aug 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 16,793 | 989 | 0.06% | 0.06% | 361 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 17,924 | 985 | 0.07% | 0.06% | 363 | +4,877 | 37.38% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 16,734 | 985 | 0.08% | 0.07% | 362 | +1,978 | 13.4% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | New | 16,500 | 972 | 0.03% | — | 364 | +16,500 | New | Q2 2026 | Aug 06, 2026 |
| Sharkey, Howes & Javer | History | No change | 16,462 | 969 | 0.12% | 0.11% | 365 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sierra Capital LLC | History | Added to | 16,392 | 965 | 0.09% | 0.09% | 366 | +87 | 0.53% | Q2 2026 | Aug 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 16,274 | 958 | 0.26% | 0.22% | 367 | +2,823 | 20.99% | Q2 2026 | Jul 20, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 16,225 | 955 | 0.05% | 0.03% | 368 | +4,751 | 41.41% | Q2 2026 | Jul 29, 2026 |
| Indivisible Partners | History | Added to | 16,201 | 954 | 0.05% | 0.07% | 369 | +922 | 6.03% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | Added to | 16,150 | 951 | 0.01% | 0.02% | 370 | +32 | 0.2% | Q2 2026 | Jul 15, 2026 |
| SlateStone Wealth, LLC | History | No change | 16,141 | 951 | 0.07% | 0.07% | 371 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 16,099 | 948 | 0.01% | — | 372 | +16,099 | New | Q2 2026 | Jul 20, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 15,984 | 941 | 0.42% | 0.42% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 15,861 | 934 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 15,840 | 933 | 0.39% | 0.32% | 375 | +2,052 | 14.88% | Q2 2026 | Jul 16, 2026 |
| Savant Capital, LLC | History | Reduced | 15,812 | 931 | 0.0% | 0.0% | 376 | -883 | -5.29% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 16,038 | 925 | 0.06% | 0.05% | 377 | +999 | 6.64% | Q2 2026 | Jul 22, 2026 |
| CHOREO, LLC | History | Added to | 15,471 | 913 | 0.01% | 0.01% | 378 | +748 | 5.08% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | New | 15,484 | 912 | 0.0% | — | 379 | +15,484 | New | Q2 2026 | Aug 13, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | No change | 15,317 | 902 | 0.33% | 0.33% | 380 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Autumn Glory Partners, LLC | History | No change | 15,267 | 899 | 0.25% | 0.28% | 381 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 15,197 | 895 | 0.01% | 0.0% | 382 | +5,853 | 62.64% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 15,179 | 894 | 0.01% | 0.02% | 383 | -5,089 | -25.11% | Q2 2026 | Aug 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 14,914 | 878 | 0.05% | 0.05% | 384 | -1,605 | -9.72% | Q2 2026 | Aug 12, 2026 |
| Finivi Inc. | History | Reduced | 14,909 | 878 | 0.45% | 0.42% | 385 | -184 | -1.22% | Q2 2026 | Jul 09, 2026 |
| Spire Wealth Management | History | Added to | 14,839 | 874 | 0.03% | 0.02% | 386 | +4,503 | 43.57% | Q2 2026 | Jul 15, 2026 |
| Ascent Advisors, LLC | History | New | 15,128 | 872 | 1.01% | — | 387 | +15,128 | New | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 14,629 | 861 | 0.04% | 0.04% | 388 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fort Point Capital Partners LLC | History | No change | 14,502 | 855 | 0.06% | 0.09% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 14,510 | 854 | 0.0% | 0.0% | 390 | +4,510 | 45.1% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 14,668 | 843 | 0.02% | 0.02% | 391 | -600 | -3.93% | Q2 2026 | Jul 29, 2026 |
| NVWM, LLC | History | Reduced | 14,130 | 832 | 0.17% | 0.3% | 392 | -12,645 | -47.23% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 14,114 | 831 | 0.01% | 0.01% | 393 | +7,349 | 108.63% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | New | 14,098 | 830 | 0.01% | — | 394 | +14,098 | New | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 14,037 | 827 | 0.03% | — | 395 | +14,037 | New | Q2 2026 | Aug 13, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 14,020 | 826 | 0.35% | 0.33% | 396 | +850 | 6.45% | Q2 2026 | Aug 11, 2026 |
| Grandview Asset Management LLC | History | Added to | 14,015 | 825 | 0.2% | 0.17% | 397 | +2,879 | 25.85% | Q2 2026 | Jul 24, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 14,002 | 824 | 0.01% | 0.01% | 398 | -300 | -2.1% | Q2 2026 | Jul 29, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 13,917 | 821 | 0.2% | 0.2% | 399 | -125 | -0.89% | Q2 2026 | Jul 09, 2026 |
| Midwest Trust Co | History | Reduced | 13,832 | 814 | 0.01% | 0.01% | 400 | -780 | -5.34% | Q2 2026 | Aug 04, 2026 |
| MATAURO, LLC | History | No change | 13,549 | 798 | 0.11% | 0.1% | 401 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,480 | 794 | 0.01% | 0.02% | 402 | -27,419 | -67.04% | Q2 2026 | Aug 14, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 13,399 | 789 | 0.55% | — | 403 | +13,399 | New | Q2 2026 | Jul 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 13,347 | 786 | 0.02% | 0.02% | 404 | -1 | -0.01% | Q2 2026 | Jul 24, 2026 |
| Global View Capital Management LLC | History | Added to | 13,267 | 781 | 0.16% | 0.17% | 405 | +525 | 4.12% | Q2 2026 | Jul 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 13,226 | 779 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Quadrature Capital Ltd | History | New | 13,189 | 777 | 0.01% | — | 407 | +13,189 | New | Q2 2026 | Aug 06, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 12,771 | 753 | 0.12% | 0.13% | 408 | +708 | 5.87% | Q2 2026 | Aug 14, 2026 |
| BARINGS LLC | History | No change | 12,744 | 750 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 12,397 | 730 | 0.41% | — | 411 | +12,397 | New | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 12,402 | 730 | 0.01% | 0.0% | 410 | +946 | 8.26% | Q2 2026 | Jul 23, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 12,148 | 715 | 0.07% | 0.04% | 413 | +4,470 | 58.22% | Q2 2026 | Jul 07, 2026 |
| Ancora Advisors LLC | History | Reduced | 12,138 | 715 | 0.01% | 0.01% | 412 | -63 | -0.52% | Q2 2026 | Aug 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | New | 12,000 | 707 | 0.32% | — | 415 | +12,000 | New | Q2 2026 | Jul 29, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 12,000 | 707 | 0.13% | 0.12% | 414 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 11,902 | 701 | 0.02% | 0.01% | 416 | +96 | 0.81% | Q2 2026 | Aug 12, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 11,890 | 700 | 0.51% | 0.49% | 417 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 11,848 | 698 | 0.04% | 0.03% | 418 | +3,442 | 40.95% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,769 | 693 | 0.01% | 0.01% | 419 | +1,571 | 15.4% | Q2 2026 | Jul 31, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 11,730 | 691 | 0.05% | 0.07% | 420 | -4,338 | -27.0% | Q2 2026 | Jul 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 11,723 | 690 | 0.0% | — | 422 | +11,723 | New | Q2 2026 | Sep 23, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 11,712 | 690 | 0.14% | 0.14% | 421 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,533 | 679 | 0.0% | 0.0% | 423 | +1,875 | 19.41% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 11,461 | 675 | 0.02% | 0.02% | 424 | -1,268 | -9.96% | Q2 2026 | Aug 05, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 11,417 | 672 | 0.04% | 0.04% | 425 | -260 | -2.23% | Q2 2026 | Aug 11, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 11,370 | 669 | 0.1% | 0.1% | 426 | -546 | -4.58% | Q2 2026 | Jul 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 11,338 | 668 | 0.03% | 0.02% | 427 | +1,090 | 10.64% | Q2 2026 | Jul 24, 2026 |
| Claro Advisors Inc. | History | Reduced | 11,272 | 664 | 0.07% | 0.07% | 429 | -5 | -0.04% | Q2 2026 | Jul 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 11,279 | 664 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 11,125 | 655 | 0.08% | 0.08% | 430 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 11,081 | 652 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 10,982 | 647 | 0.0% | 0.0% | 432 | -1,485 | -11.91% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 10,984 | 647 | 0.01% | 0.01% | 433 | +760 | 7.43% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 10,961 | 646 | 0.01% | 0.01% | 434 | +6,284 | 134.36% | Q2 2026 | Aug 06, 2026 |
| SIMPLEX TRADING, LLC | History | New | 10,904 | 642 | 0.0% | — | 436 | +10,904 | New | Q2 2026 | Aug 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 10,902 | 642 | 0.05% | 0.04% | 435 | +2,969 | 37.43% | Q2 2026 | Aug 13, 2026 |
| Exchange Bank | History | No change | 10,894 | 641 | 0.4% | 0.38% | 437 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Castleview Partners, LLC | History | Added to | 10,858 | 639 | 0.28% | 0.27% | 438 | +585 | 5.69% | Q2 2026 | Jul 20, 2026 |
| First International Bank of Israel Ltd. | History | No change | 10,862 | 639 | 0.17% | 0.16% | 439 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alteri Wealth LLC | History | Added to | 10,761 | 634 | 0.18% | 0.17% | 440 | +712 | 7.09% | Q2 2026 | Jul 29, 2026 |
| MARSHALL WACE, LLP | History | New | 10,600 | 624 | 0.0% | — | 441 | +10,600 | New | Q2 2026 | Aug 13, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 10,600 | 624 | 0.17% | — | 442 | +10,600 | New | Q2 2026 | Aug 12, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 10,577 | 622 | 0.01% | 0.01% | 443 | -772 | -6.8% | Q2 2026 | Aug 13, 2026 |
| Claris Financial LLC | History | No change | 12,213 | 620 | 0.34% | 0.34% | 444 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 10,504 | 618 | 0.11% | 0.09% | 445 | +2,357 | 28.93% | Q2 2026 | Jul 16, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 10,370 | 611 | 0.21% | 0.19% | 446 | +561 | 5.72% | Q2 2026 | Jul 06, 2026 |
| CrossGen Wealth, LLC | History | Added to | 10,306 | 607 | 0.47% | 0.45% | 447 | +155 | 1.53% | Q2 2026 | Jul 24, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 10,296 | 606 | 0.03% | 0.03% | 448 | -4 | -0.04% | Q2 2026 | Jul 31, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 10,332 | 602 | 0.03% | 0.03% | 449 | +1,301 | 14.41% | Q2 2026 | Aug 14, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 10,182 | 599 | 0.33% | 0.33% | 450 | -287 | -2.74% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | Added to | 10,080 | 593 | 0.02% | 0.03% | 451 | +108 | 1.08% | Q2 2026 | Aug 12, 2026 |
| AMJ Financial Wealth Management | History | No change | 11,636 | 591 | 0.14% | 0.14% | 452 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 10,000 | 589 | 0.08% | 0.08% | 453 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 9,866 | 581 | 0.01% | 0.0% | 455 | +5,655 | 134.29% | Q2 2026 | Aug 10, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 9,876 | 581 | 0.04% | 0.05% | 456 | -1,000 | -9.19% | Q2 2026 | Aug 04, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 9,876 | 581 | 0.1% | 0.1% | 454 | -82 | -0.82% | Q2 2026 | Jul 17, 2026 |
| Trilogy Capital Inc. | History | Added to | 9,849 | 580 | 0.02% | 0.02% | 457 | +733 | 8.04% | Q2 2026 | Jul 02, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 9,833 | 579 | 0.07% | 0.07% | 458 | -367 | -3.6% | Q2 2026 | Jul 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 9,775 | 575 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 9,727 | 573 | 0.39% | 0.44% | 460 | -485 | -4.75% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 9,580 | 564 | 0.26% | 0.26% | 461 | -950 | -9.02% | Q2 2026 | Jul 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 9,534 | 561 | 0.01% | 0.01% | 462 | -42 | -0.44% | Q2 2026 | Aug 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 9,472 | 558 | 0.14% | 0.07% | 463 | +4,926 | 108.36% | Q2 2026 | Aug 27, 2026 |
| Cerity Partners LLC | History | Reduced | 9,378 | 552 | 0.0% | 0.0% | 464 | -4,540 | -32.62% | Q2 2026 | Aug 14, 2026 |
| Alpha Financial Partners LLC | History | No change | 9,382 | 552 | 0.29% | 0.28% | 465 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 9,171 | 540 | 0.06% | 0.06% | 468 | +711 | 8.4% | Q2 2026 | Jul 31, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 9,166 | 540 | 0.07% | 0.06% | 467 | -19 | -0.21% | Q2 2026 | Jul 27, 2026 |
| Vestcor Inc | History | No change | 9,170 | 540 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Street Group Inc. | History | New | 9,010 | 530 | 0.0% | — | 469 | +9,010 | New | Q2 2026 | Aug 12, 2026 |
| Bluespring Wealth Management, LLC | History | New | 8,988 | 529 | 0.01% | — | 471 | +8,988 | New | Q2 2026 | Aug 11, 2026 |
| Caprock Group, LLC | History | Added to | 8,969 | 529 | 0.01% | 0.01% | 470 | +481 | 5.67% | Q2 2026 | Jul 27, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 10,378 | 527 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 8,866 | 522 | 0.24% | 0.28% | 473 | -207 | -2.28% | Q2 2026 | Jul 24, 2026 |
| Advisors Preferred, LLC | History | New | 9,000 | 514 | 0.08% | — | 476 | +9,000 | New | Q2 2026 | Aug 11, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 8,708 | 514 | 0.06% | 0.03% | 474 | +4,451 | 104.56% | Q2 2026 | Jul 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 8,775 | 514 | 0.03% | 0.03% | 475 | -380 | -4.15% | Q2 2026 | Jul 14, 2026 |
| Blue Trust, Inc. | History | Added to | 8,574 | 505 | 0.01% | 0.0% | 477 | +8,346 | 3660.53% | Q2 2026 | Jul 21, 2026 |
| Richardson Capital Management LLC | History | Reduced | 8,486 | 500 | 0.21% | 0.21% | 478 | -219 | -2.52% | Q2 2026 | Jul 17, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 8,402 | 495 | 0.15% | 0.12% | 479 | +1,970 | 30.63% | Q2 2026 | Aug 04, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 8,401 | 494 | 0.01% | 0.01% | 480 | +2,964 | 54.52% | Q2 2026 | Jul 28, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 8,343 | 492 | 0.15% | 0.1% | 481 | +2,802 | 50.57% | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,350 | 491 | 0.0% | 0.0% | 482 | +8,165 | 4413.51% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 8,309 | 489 | 0.0% | 0.0% | 483 | +25 | 0.3% | Q2 2026 | Aug 11, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 8,297 | 488 | 0.13% | 0.13% | 484 | -7 | -0.08% | Q2 2026 | Jul 13, 2026 |
| Entelevest, LLC | History | Added to | 8,154 | 480 | 0.41% | 0.39% | 485 | +479 | 6.24% | Q2 2026 | Jul 22, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 8,138 | 479 | 0.15% | 0.14% | 486 | +160 | 2.01% | Q2 2026 | Aug 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 8,115 | 478 | 0.01% | 0.01% | 487 | +980 | 13.74% | Q2 2026 | Aug 10, 2026 |
| Eaton Financial Holdings Company, LLC | History | New | 8,024 | 472 | 0.13% | — | 488 | +8,024 | New | Q2 2026 | Aug 04, 2026 |
| South Shore Capital Advisors | History | New | 8,000 | 471 | 0.32% | — | 489 | +8,000 | New | Q2 2026 | Jul 30, 2026 |
| Index Technologies Group LLC | History | Added to | 7,978 | 470 | 0.38% | 0.44% | 490 | +27 | 0.34% | Q2 2026 | Aug 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 7,930 | 467 | 0.09% | 0.09% | 491 | +271 | 3.54% | Q2 2026 | Jul 23, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 7,895 | 465 | 0.4% | 0.37% | 492 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crewe Advisors LLC | History | Added to | 7,864 | 463 | 0.03% | 0.03% | 493 | +1,319 | 20.15% | Q2 2026 | Jul 23, 2026 |
| Compound Planning, Inc. | History | Reduced | 7,854 | 462 | 0.01% | 0.01% | 495 | -238 | -2.94% | Q2 2026 | Aug 04, 2026 |
| SHP Wealth Management | History | Added to | 7,843 | 462 | 0.03% | 0.03% | 494 | +53 | 0.68% | Q2 2026 | Aug 11, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 7,835 | 461 | 0.18% | 0.17% | 496 | +184 | 2.4% | Q2 2026 | Jul 09, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 7,820 | 460 | 0.26% | 0.26% | 497 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GSG Advisors LLC | History | No change | 7,809 | 460 | 0.1% | 0.1% | 498 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Asset Management, LLC | History | No change | 7,640 | 450 | 0.04% | 0.04% | 499 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,602 | 447 | 0.02% | 0.02% | 500 | +514 | 7.25% | Q2 2026 | Aug 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 7,584 | 446 | 0.05% | 0.04% | 501 | +103 | 1.38% | Q2 2026 | Jul 09, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,547 | 444 | 0.0% | 0.0% | 502 | +1,779 | 30.84% | Q2 2026 | Jul 29, 2026 |
| Strategic Advisors LLC | History | Reduced | 7,526 | 443 | 0.1% | 0.08% | 503 | -2,102 | -21.83% | Q2 2026 | Jul 28, 2026 |
| Guardian Capital, LLC | History | Reduced | 7,500 | 441 | 0.36% | 0.41% | 505 | -970 | -11.45% | Q2 2026 | Aug 07, 2026 |
| Global Financial Private Client, LLC | History | No change | 7,500 | 441 | 0.12% | 0.12% | 504 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 7,367 | 434 | 0.05% | 0.05% | 506 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WHITTIER TRUST CO | History | Reduced | 7,500 | 433 | 0.0% | 0.01% | 507 | -2,189 | -22.59% | Q2 2026 | Jul 27, 2026 |
| Altus Wealth Group LLC | History | Reduced | 7,350 | 433 | 0.16% | 0.16% | 508 | -500 | -6.37% | Q2 2026 | Jul 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 7,320 | 431 | 0.03% | 0.03% | 509 | +416 | 6.03% | Q2 2026 | Aug 14, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | New | 7,275 | 428 | 0.0% | — | 510 | +7,275 | New | Q2 2026 | Aug 13, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 7,175 | 422 | 0.04% | 0.04% | 511 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Port Capital LLC | History | New | 7,135 | 420 | 0.02% | — | 512 | +7,135 | New | Q2 2026 | Aug 14, 2026 |
| ProCore Advisors, LLC | History | Added to | 7,080 | 417 | 0.52% | 0.52% | 514 | +444 | 6.69% | Q2 2026 | Jul 27, 2026 |
| Avondale Wealth Management | History | Added to | 7,088 | 417 | 0.17% | 0.17% | 513 | +260 | 3.81% | Q2 2026 | Jul 13, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 6,992 | 411 | 0.19% | 0.18% | 515 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 6,908 | 407 | 0.03% | 0.02% | 517 | +2,271 | 48.98% | Q2 2026 | Aug 04, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,918 | 407 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integras Partners LLC | History | New | 6,889 | 405 | 0.22% | — | 518 | +6,889 | New | Q2 2026 | Jul 24, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 6,812 | 401 | 0.03% | 0.03% | 519 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ProVise Management Group, LLC | History | Added to | 6,789 | 400 | 0.03% | 0.02% | 520 | +503 | 8.0% | Q2 2026 | Aug 03, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 6,769 | 398 | 0.07% | 0.06% | 521 | -18 | -0.27% | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | New | 6,748 | 397 | 0.01% | — | 522 | +6,748 | New | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | New | 6,748 | 397 | 0.04% | — | 523 | +6,748 | New | Q2 2026 | Jul 31, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 6,698 | 394 | 0.04% | 0.04% | 524 | +378 | 5.98% | Q2 2026 | Jul 17, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 6,591 | 388 | 0.03% | 0.02% | 525 | +1,190 | 22.03% | Q2 2026 | Jul 28, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 6,596 | 388 | 0.29% | 0.3% | 526 | -461 | -6.53% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,508 | 383 | 0.01% | 0.01% | 528 | +395 | 6.46% | Q2 2026 | Jul 29, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 6,776 | 383 | 0.04% | 0.04% | 529 | -367 | -5.14% | Q2 2026 | Aug 13, 2026 |
| Apollon Financial, LLC | History | Added to | 6,504 | 383 | 0.05% | 0.05% | 527 | +12 | 0.18% | Q2 2026 | Jul 22, 2026 |
| Cheviot Value Management, LLC | History | No change | 6,500 | 382 | 0.04% | 0.03% | 530 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lakeridge Wealth Management LLC | History | New | 6,457 | 380 | 0.14% | — | 531 | +6,457 | New | Q2 2026 | Jul 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,438 | 379 | 0.02% | 0.02% | 532 | -242 | -3.62% | Q2 2026 | Aug 07, 2026 |
| Fairscale Capital, LLC | History | Reduced | 6,365 | 375 | 0.22% | 0.23% | 533 | -163 | -2.5% | Q2 2026 | Aug 07, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 6,324 | 372 | 0.02% | 0.02% | 534 | +426 | 7.22% | Q2 2026 | Jul 29, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 6,678 | 371 | 0.04% | 0.04% | 535 | +878 | 15.14% | Q2 2026 | Jul 21, 2026 |
| PFG Investments, LLC | History | No change | 6,289 | 370 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 6,243 | 367 | 0.09% | 0.15% | 537 | +328 | 5.55% | Q2 2026 | Jul 28, 2026 |
| Embree Financial Group | History | Added to | 6,224 | 366 | 0.04% | 0.04% | 538 | +33 | 0.53% | Q2 2026 | Jul 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 6,171 | 363 | 0.17% | 0.16% | 539 | -121 | -1.92% | Q2 2026 | Jul 24, 2026 |
| MADDEN SECURITIES Corp | History | No change | 6,150 | 362 | 0.1% | 0.09% | 540 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | Reduced | 6,063 | 357 | 0.01% | 0.01% | 541 | -19,754 | -76.52% | Q2 2026 | Aug 12, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 6,021 | 354 | 0.18% | 0.17% | 542 | +669 | 12.5% | Q2 2026 | Jul 16, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 5,957 | 351 | 0.02% | 0.02% | 543 | -3,804 | -38.97% | Q2 2026 | Aug 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,947 | 350 | 0.0% | 0.0% | 544 | +666 | 12.61% | Q2 2026 | Jul 13, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 5,891 | 347 | 0.28% | 0.2% | 545 | +1,665 | 39.4% | Q2 2026 | Jul 17, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,880 | 346 | 0.06% | 0.04% | 546 | +1,472 | 33.39% | Q2 2026 | Aug 05, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 5,875 | 346 | 0.13% | 0.12% | 548 | +428 | 7.86% | Q2 2026 | Aug 05, 2026 |
| Berger Financial Group, Inc | History | Reduced | 5,889 | 346 | 0.02% | 0.02% | 547 | -240 | -3.92% | Q2 2026 | Aug 04, 2026 |
| WARNER FINANCIAL, INC | History | No change | 5,843 | 344 | 0.1% | 0.1% | 549 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 5,802 | 341 | 0.01% | 0.01% | 550 | -220 | -3.65% | Q2 2026 | Jul 31, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 5,623 | 331 | 0.01% | 0.01% | 552 | -3,707 | -39.73% | Q2 2026 | Aug 03, 2026 |
| Moors & Cabot, Inc. | History | Added to | 5,626 | 331 | 0.01% | 0.01% | 551 | +574 | 11.36% | Q2 2026 | Aug 10, 2026 |
| Unique Wealth Strategies, LLC | History | Added to | 5,609 | 330 | 0.12% | 0.1% | 553 | +586 | 11.67% | Q2 2026 | Jul 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 5,556 | 327 | 0.01% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capstone Wealth Management Group, Inc. | History | New | 5,539 | 326 | 0.2% | — | 556 | +5,539 | New | Q2 2026 | Jul 27, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 5,527 | 326 | 0.21% | 0.22% | 555 | -570 | -9.35% | Q2 2026 | Jul 21, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 5,512 | 324 | 0.29% | 0.28% | 557 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 5,410 | 318 | 0.03% | 0.12% | 558 | -14,660 | -73.04% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5,613 | 316 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Eley Financial Management, Inc | History | Added to | 5,355 | 315 | 0.1% | 0.1% | 560 | +40 | 0.75% | Q2 2026 | Aug 11, 2026 |
| IMG Wealth Management, Inc. | History | No change | 5,337 | 314 | 0.17% | 0.17% | 561 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| City Center Advisors, LLC | History | Added to | 5,304 | 312 | 0.25% | 0.24% | 562 | +233 | 4.59% | Q2 2026 | Jul 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 5,269 | 310 | 0.01% | 0.03% | 563 | -22,784 | -81.22% | Q2 2026 | Jul 13, 2026 |
| Lynx Investment Advisory | History | Added to | 5,213 | 307 | 0.1% | 0.11% | 564 | +740 | 16.54% | Q2 2026 | Jul 27, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 6,040 | 306 | 0.05% | 0.05% | 565 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 5,192 | 305 | 0.02% | 0.02% | 566 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kilter Group LLC | History | No change | 5,170 | 304 | 0.11% | 0.11% | 567 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | Added to | 5,156 | 303 | 0.0% | 0.0% | 568 | +1,428 | 38.3% | Q2 2026 | Aug 03, 2026 |
| Stone Wealth Partners | History | Reduced | 5,157 | 303 | 0.22% | 0.24% | 569 | -1 | -0.02% | Q2 2026 | Jul 16, 2026 |
| Stratos Investment Management, LLC | History | No change | 5,135 | 302 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GoalVest Advisory LLC | History | No change | 5,130 | 302 | 0.06% | 0.05% | 571 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 5,082 | 299 | 0.08% | 0.06% | 572 | +1,057 | 26.26% | Q2 2026 | Jul 06, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 5,084 | 299 | 0.18% | 0.17% | 573 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 5,056 | 297 | 0.08% | 0.06% | 574 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrity Wealth Solutions LLC | History | New | 5,028 | 296 | 0.11% | — | 575 | +5,028 | New | Q2 2026 | Jul 30, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 5,012 | 295 | 0.0% | 0.0% | 576 | -87 | -1.71% | Q2 2026 | Aug 11, 2026 |
| Creekside Partners | History | No change | 5,015 | 295 | 0.11% | 0.1% | 577 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 5,000 | 294 | 0.01% | 0.01% | 578 | -200 | -3.85% | Q2 2026 | Aug 12, 2026 |
| NCM Capital Management, LLC | History | No change | 5,006 | 294 | 0.09% | 0.09% | 579 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | No change | 5,000 | 294 | 0.04% | 0.03% | 580 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 4,916 | 289 | 0.03% | 0.03% | 581 | +426 | 9.49% | Q2 2026 | Jul 13, 2026 |
| Register Financial Advisors LLC | History | Added to | 4,907 | 289 | 0.09% | 0.09% | 582 | +165 | 3.48% | Q2 2026 | Jul 15, 2026 |
| Cardinal Point Capital Management ULC | History | New | 4,877 | 287 | 0.02% | — | 584 | +4,877 | New | Q2 2026 | Jul 14, 2026 |
| Helium Advisors LLC | History | Reduced | 4,875 | 287 | 0.24% | 0.24% | 583 | -40 | -0.81% | Q2 2026 | Aug 11, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 4,869 | 286 | 0.05% | 0.05% | 585 | +108 | 2.27% | Q2 2026 | Aug 12, 2026 |
| Fisher Asset Management, LLC | History | New | 4,844 | 285 | 0.0% | — | 587 | +4,844 | New | Q2 2026 | Aug 04, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 4,846 | 285 | 0.11% | 0.11% | 586 | +650 | 15.49% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 4,836 | 284 | 0.15% | — | 588 | +4,836 | New | Q2 2026 | Jul 07, 2026 |
| Chicago Capital, LLC | History | New | 4,776 | 281 | 0.01% | — | 589 | +4,776 | New | Q2 2026 | Jul 27, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 4,767 | 280 | 0.05% | 0.06% | 590 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keel Point, LLC | History | New | 4,713 | 277 | 0.02% | — | 591 | +4,713 | New | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | New | 4,693 | 276 | 0.0% | — | 592 | +4,693 | New | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 4,669 | 275 | 0.09% | 0.09% | 593 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Csenge Advisory Group | History | Added to | 4,607 | 271 | 0.01% | 0.01% | 594 | +580 | 14.4% | Q2 2026 | Aug 10, 2026 |
| Sovereign Financial Group, Inc. | History | New | 4,594 | 270 | 0.04% | — | 595 | +4,594 | New | Q2 2026 | Jul 24, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 4,539 | 267 | 0.02% | 0.02% | 596 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 4,521 | 266 | 0.04% | 0.04% | 598 | -58 | -1.27% | Q2 2026 | Jul 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 4,523 | 266 | 0.01% | 0.01% | 597 | -2 | -0.04% | Q2 2026 | Jul 31, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 4,500 | 265 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Diamond Financial, LLC | History | Added to | 4,483 | 264 | 0.02% | 0.02% | 600 | +100 | 2.28% | Q2 2026 | Aug 04, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 4,470 | 263 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trust Point Inc. | History | No change | 4,420 | 260 | 0.02% | 0.02% | 602 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 4,407 | 259 | 0.02% | 0.02% | 603 | -125 | -2.76% | Q2 2026 | Jul 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,382 | 258 | 0.0% | 0.0% | 604 | +3,624 | 478.1% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,363 | 257 | 0.01% | 0.01% | 605 | +1,229 | 39.22% | Q2 2026 | Jul 28, 2026 |
| Rollins Financial Advisors, LLC | History | New | 4,336 | 255 | 0.03% | — | 607 | +4,336 | New | Q2 2026 | Aug 04, 2026 |
| Arista Wealth Management, LLC | History | No change | 4,330 | 255 | 0.03% | 0.03% | 606 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,303 | 253 | 0.02% | 0.02% | 608 | +18 | 0.42% | Q2 2026 | Jul 23, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 4,278 | 252 | 0.11% | 0.23% | 609 | -4,241 | -49.78% | Q2 2026 | Aug 06, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 4,250 | 250 | 0.0% | 0.0% | 610 | -135 | -3.08% | Q2 2026 | Aug 10, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 4,224 | 248 | 0.13% | 0.13% | 611 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 4,424 | 247 | 0.05% | 0.05% | 612 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,188 | 246 | 0.01% | 0.01% | 613 | -156 | -3.59% | Q2 2026 | Jul 30, 2026 |
| NWF Advisory Services Inc. | History | Added to | 4,169 | 245 | 0.02% | 0.02% | 615 | +109 | 2.68% | Q2 2026 | Jul 29, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 4,155 | 245 | 0.07% | 0.08% | 614 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 4,759 | 241 | 0.07% | 0.07% | 616 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Belvedere Trading LLC | History | New | 4,065 | 239 | 0.0% | — | 618 | +4,065 | New | Q2 2026 | Jul 31, 2026 |
| Everstar Asset Management, LLC | History | New | 4,060 | 239 | 0.12% | — | 619 | +4,060 | New | Q2 2026 | Aug 03, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Reduced | 4,070 | 239 | 0.0% | 0.0% | 617 | -3,195 | -43.98% | Q2 2026 | Aug 10, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 4,031 | 237 | 0.06% | 0.06% | 620 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lakewood Asset Management LLC | History | No change | 4,027 | 237 | 0.13% | 0.13% | 621 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Boreal Capital Management LLC | History | No change | 4,000 | 236 | 0.18% | 0.17% | 622 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 4,000 | 235 | 0.07% | 0.06% | 623 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GenTrust, LLC | History | Reduced | 3,893 | 229 | 0.01% | 0.01% | 624 | -507 | -11.52% | Q2 2026 | Aug 06, 2026 |
| Madison Wealth Partners, Inc | History | New | 3,845 | 226 | 0.03% | — | 625 | +3,845 | New | Q2 2026 | Aug 12, 2026 |
| FIRST NATIONAL TRUST CO | History | New | 3,829 | 225 | 0.01% | — | 627 | +3,829 | New | Q2 2026 | Jul 30, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 4,429 | 225 | 0.14% | 0.14% | 626 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 3,926 | 224 | 0.0% | — | 628 | +3,926 | New | Q2 2026 | Aug 13, 2026 |
| Axis Wealth Partners, LLC | History | New | 3,817 | 224 | 0.11% | — | 629 | +3,817 | New | Q2 2026 | Jul 28, 2026 |
| Garde Capital, Inc. | History | New | 3,800 | 223 | 0.01% | — | 632 | +3,800 | New | Q2 2026 | Jul 31, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | New | 3,800 | 223 | 0.15% | — | 633 | +3,800 | New | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,794 | 223 | 0.0% | 0.0% | 631 | -175 | -4.41% | Q2 2026 | Jul 08, 2026 |
| Security National Bank | History | No change | 3,790 | 223 | 0.03% | 0.03% | 630 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | New | 3,782 | 222 | 0.01% | — | 635 | +3,782 | New | Q2 2026 | Jul 24, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,769 | 222 | 0.04% | 0.04% | 634 | -45 | -1.18% | Q2 2026 | Aug 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 3,750 | 220 | 0.07% | 0.06% | 636 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UPTICK PARTNERS, LLC | History | New | 3,700 | 218 | 0.03% | — | 639 | +3,700 | New | Q2 2026 | Aug 10, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 3,712 | 218 | 0.03% | 0.03% | 637 | -375 | -9.18% | Q2 2026 | Jul 21, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 3,715 | 218 | 0.03% | 0.03% | 638 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DSG Capital Advisors, LLC | History | New | 3,838 | 217 | 0.03% | — | 641 | +3,838 | New | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 3,690 | 217 | 0.01% | 0.01% | 640 | -660 | -15.17% | Q2 2026 | Aug 11, 2026 |
| PGIM Custom Harvest LLC | History | New | 3,665 | 215 | 0.0% | — | 643 | +3,665 | New | Q2 2026 | Aug 13, 2026 |
| Balboa Wealth Partners | History | New | 3,665 | 215 | 0.03% | — | 644 | +3,665 | New | Q2 2026 | Aug 10, 2026 |
| Peoples Bank/KS | History | Reduced | 3,655 | 215 | 0.21% | 0.21% | 642 | -395 | -9.75% | Q2 2026 | Jul 09, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | New | 3,639 | 214 | 0.02% | — | 645 | +3,639 | New | Q2 2026 | Jul 23, 2026 |
| Intellectus Partners, LLC | History | New | 3,621 | 213 | 0.04% | — | 648 | +3,621 | New | Q2 2026 | Aug 12, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | New | 3,620 | 213 | 0.04% | — | 647 | +3,620 | New | Q2 2026 | Aug 04, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 3,625 | 213 | 0.13% | 0.17% | 646 | -1,374 | -27.49% | Q2 2026 | Jul 27, 2026 |
| Three Cord True Wealth Management, LLC | History | New | 3,568 | 210 | 0.1% | — | 649 | +3,568 | New | Q2 2026 | Jul 23, 2026 |
| SIERRA OCEAN, LLC | History | New | 3,510 | 206 | 0.14% | — | 650 | +3,510 | New | Q2 2026 | Aug 07, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | New | 3,657 | 205 | 0.03% | — | 653 | +3,657 | New | Q2 2026 | Jul 23, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 3,490 | 205 | 0.01% | — | 652 | +3,490 | New | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 3,488 | 205 | 0.0% | — | 651 | +3,488 | New | Q2 2026 | Jul 15, 2026 |
| Plan Group Financial, LLC | History | New | 3,488 | 205 | 0.04% | — | 654 | +3,488 | New | Q2 2026 | Aug 03, 2026 |
| Lewis Asset Management, LLC | History | New | 3,475 | 204 | 0.07% | — | 655 | +3,475 | New | Q2 2026 | Jul 21, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | New | 3,596 | 203 | 0.07% | — | 656 | +3,596 | New | Q2 2026 | Jul 14, 2026 |
| COMMERCE BANK | History | New | 3,434 | 202 | 0.0% | — | 657 | +3,434 | New | Q2 2026 | Aug 12, 2026 |
| Ethos Financial Group, LLC | History | New | 3,651 | 200 | 0.01% | — | 659 | +3,651 | New | Q2 2026 | Aug 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 3,403 | 200 | 0.02% | — | 661 | +3,403 | New | Q2 2026 | Jul 28, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 3,400 | 200 | 0.02% | — | 660 | +3,400 | New | Q2 2026 | Aug 05, 2026 |
| IPG Investment Advisors LLC | History | New | 3,397 | 200 | 0.03% | — | 658 | +3,397 | New | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | Added to | 3,375 | 198 | 0.04% | 0.04% | 662 | +110 | 3.37% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,000 | 176 | 0.01% | 0.01% | 663 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Bravera Wealth | History | No change | 2,684 | 158 | 0.06% | 0.06% | 664 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concord Wealth Partners | History | New | 2,618 | 154 | 0.02% | — | 665 | +2,618 | New | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,545 | 149 | 0.03% | 0.05% | 666 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Horizon Investments, LLC | History | Reduced | 2,500 | 147 | 0.0% | 0.0% | 667 | -2,534 | -50.34% | Q2 2026 | Aug 13, 2026 |
| Swisher Financial Concepts, Inc. | History | New | 2,504 | 147 | 0.09% | — | 669 | +2,504 | New | Q2 2026 | Aug 06, 2026 |
| Knuff & Co LLC | History | No change | 2,500 | 147 | 0.04% | 0.04% | 668 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,468 | 145 | 0.09% | 0.09% | 670 | +25 | 1.02% | Q2 2026 | Jul 21, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 2,450 | 144 | 0.01% | 0.01% | 671 | -550 | -18.33% | Q2 2026 | Jul 27, 2026 |
| Anchor Bay Capital, Inc. | History | New | 2,352 | 137 | 0.07% | — | 672 | +2,352 | New | Q2 2026 | Aug 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,290 | 134 | 0.02% | 0.02% | 673 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | Reduced | 2,244 | 132 | 0.02% | 0.02% | 675 | -126 | -5.32% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,250 | 132 | 0.01% | 0.01% | 674 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,205 | 129 | 0.02% | 0.02% | 676 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GFS Advisors, LLC | History | Added to | 13,960 | 123 | 0.01% | 0.19% | 677 | +6,605 | 89.8% | Q2 2026 | Aug 04, 2026 |
| TSFG, LLC | History | Added to | 2,052 | 121 | 0.02% | 0.01% | 678 | +236 | 13.0% | Q2 2026 | Jul 23, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 1,950 | 114 | 0.07% | — | 680 | +1,950 | New | Q2 2026 | Jul 29, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,943 | 114 | 0.01% | 0.01% | 679 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,884 | 111 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,874 | 110 | 0.0% | 0.0% | 682 | +1,203 | 179.28% | Q2 2026 | Jul 22, 2026 |
| BankPlus Trust Department | History | No change | 1,880 | 110 | 0.03% | 0.03% | 683 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Benson Wealth Management INC | History | New | 1,849 | 108 | 0.11% | — | 685 | +1,849 | New | Q2 2026 | Aug 10, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,844 | 108 | 0.0% | — | 684 | +1,834 | 18340.0% | Q2 2026 | Jul 21, 2026 |
| Markowski Investments | History | New | 1,750 | 103 | 0.02% | — | 687 | +1,750 | New | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,044 | 103 | 0.01% | 0.01% | 686 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 1,718 | 101 | 0.02% | — | 688 | +1,718 | New | Q2 2026 | Jul 14, 2026 |
| GAMMA Investing LLC | History | No change | 1,692 | 99 | 0.0% | 0.0% | 689 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRUST CO OF VERMONT | History | New | 1,617 | 95 | 0.0% | — | 690 | +1,617 | New | Q2 2026 | Aug 07, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 1,600 | 94 | 0.03% | 0.01% | 691 | +1,300 | 433.33% | Q2 2026 | Aug 03, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,585 | 93 | 0.0% | 0.0% | 692 | -35 | -2.16% | Q2 2026 | Aug 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 1,565 | 92 | 0.03% | 0.03% | 693 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,290 | 76 | 0.01% | 0.01% | 694 | -367 | -22.15% | Q2 2026 | Jul 22, 2026 |
| Realta Investment Advisors | History | Reduced | 1,270 | 74 | 0.02% | 0.21% | 695 | -10,801 | -89.48% | Q2 2026 | Jul 20, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,221 | 71 | 0.01% | 0.01% | 696 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,205 | 70 | 0.02% | 0.02% | 697 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,156 | 68 | 0.03% | 0.03% | 698 | +49 | 4.43% | Q2 2026 | Jul 30, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,107 | 65 | 0.0% | — | 699 | +1,107 | New | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 1,098 | 64 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Axiom Investment Management LLC | History | Added to | 1,056 | 62 | 0.04% | 0.02% | 701 | +500 | 89.93% | Q2 2026 | Jul 30, 2026 |
| Allied Private Wealth LLC | History | New | 1,093 | 61 | 0.04% | — | 702 | +1,093 | New | Q2 2026 | Jul 09, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,019 | 60 | 0.01% | 0.01% | 703 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 1,007 | 59 | 0.02% | 0.02% | 706 | -175 | -14.81% | Q2 2026 | Jul 30, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 1,014 | 59 | 0.01% | 0.01% | 705 | -65 | -6.02% | Q2 2026 | Aug 04, 2026 |
| Solstein Capital, LLC | History | No change | 1,005 | 59 | 0.02% | 0.02% | 704 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | New | 1,000 | 58 | 0.0% | — | 707 | +1,000 | New | Q2 2026 | Sep 04, 2026 |
| Main Street Group, LTD | History | Reduced | 984 | 57 | 0.01% | 0.01% | 708 | -29 | -2.86% | Q2 2026 | Jul 13, 2026 |
| Activest Wealth Management | History | Added to | 951 | 56 | 0.01% | 0.0% | 709 | +875 | 1151.32% | Q2 2026 | Jul 16, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 925 | 54 | 0.01% | 0.01% | 710 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Key FInancial Inc | History | No change | 891 | 52 | 0.01% | 0.01% | 711 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 891 | 52 | 0.02% | 0.02% | 712 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parvin Asset Management, LLC | History | No change | 865 | 50 | 0.04% | 0.03% | 713 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 807 | 47 | 0.0% | 0.0% | 714 | +235 | 41.08% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 800 | 47 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Addison Advisors LLC | History | No change | 800 | 47 | 0.02% | 0.01% | 716 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New Hampshire | History | No change | 800 | 47 | 0.01% | 0.01% | 717 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BAYBAN | History | No change | 787 | 46 | 0.04% | 0.03% | 718 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Winch Advisory Services, LLC | History | No change | 767 | 45 | 0.01% | 0.01% | 719 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 776 | 45 | 0.01% | 0.02% | 720 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MATHER GROUP, LLC. | History | New | 758 | 44 | 0.0% | — | 722 | +758 | New | Q2 2026 | Jul 27, 2026 |
| NBH Bank | History | New | 750 | 44 | 0.02% | — | 723 | +750 | New | Q2 2026 | Aug 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 759 | 44 | 0.03% | 0.03% | 721 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOM Asset Management Ltd | History | No change | 740 | 43 | 0.01% | 0.01% | 724 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 717 | 42 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 744 | 42 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | New | 707 | 41 | 0.01% | — | 728 | +707 | New | Q2 2026 | Jul 23, 2026 |
| MOTCO | History | No change | 696 | 41 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Archer Investment Corp | History | Added to | 693 | 40 | 0.01% | 0.01% | 729 | +173 | 33.27% | Q2 2026 | Aug 03, 2026 |
| Millstone Evans Group, LLC | History | No change | 688 | 40 | 0.02% | 0.02% | 730 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JDM Financial Group LLC | History | New | 619 | 36 | 0.01% | — | 733 | +619 | New | Q2 2026 | Aug 17, 2026 |
| Hurley Capital, LLC | History | Added to | 618 | 36 | 0.02% | 0.01% | 732 | +100 | 19.31% | Q2 2026 | Aug 10, 2026 |
| HOWE & RUSLING INC | History | Added to | 619 | 36 | 0.0% | 0.0% | 731 | +81 | 15.06% | Q2 2026 | Aug 10, 2026 |
| Caldwell Trust Co | History | New | 600 | 35 | 0.0% | — | 736 | +600 | New | Q2 2026 | Aug 03, 2026 |
| Clearstead Trust, LLC | History | No change | 604 | 35 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 607 | 35 | 0.01% | 0.02% | 735 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | New | 592 | 34 | 0.03% | — | 738 | +592 | New | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 588 | 34 | 0.0% | 0.0% | 737 | -63 | -9.68% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | New | 570 | 33 | 0.0% | — | 740 | +570 | New | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | No change | 570 | 33 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 545 | 32 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hanson & Doremus Investment Management | History | No change | 537 | 32 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Operose Advisors LLC | History | No change | 545 | 32 | 0.01% | 0.01% | 743 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Finance Group S.A. | History | No change | 650 | 31 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 509 | 29 | 0.0% | 0.0% | 745 | -624 | -55.08% | Q2 2026 | Aug 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 500 | 29 | 0.07% | 0.07% | 746 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 486 | 28 | 0.0% | 0.0% | 747 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 472 | 27 | 0.0% | — | 750 | +472 | New | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 466 | 27 | 0.0% | 0.0% | 749 | +172 | 58.5% | Q2 2026 | Jul 22, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 470 | 27 | 0.0% | 0.0% | 748 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 450 | 26 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pacific Center for Financial Services | History | No change | 448 | 26 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of Jackson Hole Trust | History | No change | 500 | 25 | 0.01% | 0.01% | 753 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 414 | 24 | 0.03% | 0.02% | 755 | -200 | -32.57% | Q2 2026 | Jul 02, 2026 |
| MCF Advisors LLC | History | No change | 420 | 24 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avalon Trust Co | History | Reduced | 400 | 23 | 0.0% | 0.0% | 756 | -271 | -40.39% | Q2 2026 | Aug 06, 2026 |
| Monetary Solutions, Ltd | History | No change | 357 | 21 | 0.02% | 0.02% | 757 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 348 | 20 | 0.01% | 0.01% | 758 | +19 | 5.78% | Q2 2026 | Aug 10, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 334 | 19 | 0.01% | 0.0% | 759 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Burnham & Co LLC | History | New | 300 | 17 | 0.01% | — | 762 | +300 | New | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 298 | 17 | 0.0% | 0.0% | 761 | +3 | 1.02% | Q2 2026 | Aug 11, 2026 |
| Ankerstar Wealth, LLC | History | No change | 294 | 17 | 0.01% | 0.01% | 760 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 273 | 16 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 271 | 15 | 0.0% | 0.0% | 764 | -4 | -1.45% | Q2 2026 | Aug 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 262 | 15 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trask Adam Roland | History | No change | 300 | 15 | 0.01% | 0.01% | 766 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 252 | 14 | 0.0% | 0.01% | 767 | -176 | -41.12% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 248 | 14 | 0.0% | 0.0% | 768 | +13 | 5.53% | Q2 2026 | Jul 06, 2026 |
| Arlington Trust Co LLC | History | No change | 250 | 14 | 0.0% | 0.0% | 769 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 227 | 13 | 0.0% | — | 772 | +227 | New | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 235 | 13 | 0.0% | 0.0% | 770 | +10 | 4.44% | Q2 2026 | Jul 23, 2026 |
| YANKCOM Partnership | History | No change | 226 | 13 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BIRCHBROOK, INC. | History | New | 215 | 12 | 0.01% | — | 776 | +215 | New | Q2 2026 | Jul 08, 2026 |
| Highland Investment Advisors LLC | History | New | 209 | 12 | 0.01% | — | 777 | +209 | New | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | New | 206 | 12 | 0.0% | — | 775 | +206 | New | Q2 2026 | Aug 05, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 206 | 12 | 0.01% | 0.01% | 773 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 219 | 12 | 0.01% | 0.01% | 774 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 200 | 11 | 0.0% | — | 788 | +200 | New | Q2 2026 | Jul 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 189 | 11 | 0.0% | 0.0% | 778 | +139 | 278.0% | Q2 2026 | Jul 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 200 | 11 | 0.01% | 0.0% | 787 | +100 | 100.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 206 | 11 | 0.0% | 0.0% | 783 | -28 | -11.97% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 203 | 11 | 0.0% | 0.0% | 781 | -5 | -2.4% | Q2 2026 | Jul 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 200 | 11 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 203 | 11 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 195 | 11 | 0.0% | 0.0% | 782 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 206 | 11 | 0.0% | 0.0% | 784 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SWAN Capital LLC | History | No change | 202 | 11 | 0.0% | 0.0% | 785 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accordant Advisory Group Inc | History | No change | 199 | 11 | 0.01% | 0.01% | 786 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nemes Rush Group LLC | History | No change | 182 | 10 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RMG Wealth Management LLC | History | New | 155 | 9 | 0.0% | — | 790 | +155 | New | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 154 | 9 | 0.0% | — | 791 | +154 | New | Q2 2026 | Aug 06, 2026 |
| Byrne Asset Management LLC | History | New | 150 | 8 | 0.0% | — | 794 | +150 | New | Q2 2026 | Jul 07, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | New | 140 | 8 | 0.0% | — | 793 | +140 | New | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | No change | 144 | 8 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 120 | 7 | 0.0% | — | 798 | +120 | New | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 119 | 7 | 0.0% | — | 797 | +119 | New | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 125 | 7 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 120 | 7 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 106 | 6 | 0.0% | — | 801 | +106 | New | Q2 2026 | Aug 13, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 105 | 6 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strive Financial Group ,LLC | History | No change | 110 | 6 | 0.0% | 0.0% | 800 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | New | 94 | 5 | 0.0% | — | 806 | +94 | New | Q2 2026 | Aug 10, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 89 | 5 | 0.0% | — | 805 | +89 | New | Q2 2026 | Aug 03, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 88 | 5 | 0.0% | 0.0% | 804 | -88 | -50.0% | Q2 2026 | Jul 27, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 95 | 5 | 0.0% | 0.0% | 803 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Harborfront Financial Group LLC | History | New | 79 | 4 | 0.02% | — | 814 | +79 | New | Q2 2026 | Aug 07, 2026 |
| LifeSteps Financial, Inc. | History | New | 70 | 4 | 0.0% | — | 813 | +70 | New | Q2 2026 | Jul 17, 2026 |
| Rossby Financial, LCC | History | Added to | 68 | 4 | 0.0% | 0.0% | 812 | +5 | 7.94% | Q2 2026 | Aug 04, 2026 |
| McIlrath & Eck, LLC | History | No change | 86 | 4 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Morse Asset Management, Inc | History | No change | 76 | 4 | 0.0% | 0.0% | 808 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Note Wealth, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aspect Partners, LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lummis Asset Management, LP | History | No change | 70 | 4 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 53 | 3 | 0.0% | — | 817 | +53 | New | Q2 2026 | Jul 23, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 63 | 3 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Heritage Wealth Advisors | History | No change | 55 | 3 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pflug Koory, LLC | History | New | 50 | 2 | 0.0% | — | 821 | +50 | New | Q2 2026 | Jul 21, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 44 | 2 | 0.0% | 0.0% | 820 | -44 | -50.0% | Q2 2026 | Jul 22, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 43 | 2 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 823 | -158 | -87.29% | Q2 2026 | Jul 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 30 | 1 | 0.0% | 0.0% | 822 | -30 | -50.0% | Q2 2026 | Jul 14, 2026 |
| Aventura Private Wealth, LLC | History | New | 25 | 1 | 0.0% | — | 829 | +25 | New | Q2 2026 | Jul 15, 2026 |
| Basepoint Wealth LLC | History | New | 24 | 1 | 0.0% | — | 830 | +24 | New | Q2 2026 | Aug 10, 2026 |
| WealthShield Partners, LLC | History | New | 23 | 1 | 0.0% | — | 828 | +23 | New | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | New | 18 | 1 | 0.0% | — | 827 | +18 | New | Q2 2026 | Jul 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 26 | 1 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Red Tortoise LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 20 | 1 | 0.0% | — | 826 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cavalier Investments, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -100,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Deane Retirement Strategies, Inc. | History | Closed out | 0 | 0 | — | 2.03% | — | -99,448 | -100.0% | Q2 2026 | Jul 08, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -65,343 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Stockman Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -61,200 | -100.0% | Q2 2026 | Aug 11, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -60,779 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -53,800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.14% | — | -36,593 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2 | 0 | — | 0.04% | — | -27,245 | -99.99% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -26,310 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Breachway Investments LLC | History | Closed out | 0 | 0 | — | 1.29% | — | -25,969 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Flaharty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,385 | -100.0% | Q2 2026 | Jul 08, 2026 |
| LWM Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -7,249 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,028 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Madrid Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,332 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,115 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,947 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,800 | -100.0% | Q2 2026 | Jul 16, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,602 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,443 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,155 | -100.0% | Q2 2026 | Aug 03, 2026 |
| CHANNEL WEALTH LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,096 | -100.0% | Q2 2026 | Aug 04, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,963 | -100.0% | Q2 2026 | Jul 21, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,937 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,738 | -100.0% | Q2 2026 | Jul 27, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,110 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,054 | -100.0% | Q2 2026 | Jul 20, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,000 | -100.0% | Q2 2026 | Sep 17, 2026 |
| WEBSTER BANK, N. A. | History | Closed out | 0 | 0 | — | 0.0% | — | -768 | -100.0% | Q2 2026 | Jul 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -767 | -100.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -455 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.0% | — | -281 | -100.0% | Q2 2026 | Jul 31, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 5 | 0 | — | 0.0% | — | -215 | -97.73% | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q2 2026 | Jul 20, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q2 2026 | Aug 10, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q2 2026 | Jul 10, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q2 2026 | Jul 01, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Mechanics Financial Corp | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 05, 2026 |
| Signature Resources Capital Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 13, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,157 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |