Innovator ETFs Trust - POCT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,812,590 | 78,140 | 0.03% | 0.03% | 1 | -22,221 | -1.21% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,590,682 | 73,823 | 0.57% | 0.76% | 2 | +87,848 | 5.85% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 671,775 | 31,176 | 0.04% | 0.04% | 3 | -8,054 | -1.18% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 558,490 | 25,919 | 0.01% | 0.01% | 4 | -27,209 | -4.65% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Reduced | 487,450 | 22,622 | 0.03% | 0.09% | 5 | -1,059,832 | -68.5% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 435,826 | 20,226 | 0.03% | 0.04% | 6 | -299,348 | -40.72% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 419,254 | 19,457 | 0.06% | 0.04% | 7 | +164,734 | 64.72% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | Reduced | 398,999 | 18,517 | 0.02% | 0.02% | 8 | -17,305 | -4.16% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 374,536 | 17,382 | 0.0% | 0.01% | 9 | -15,151 | -3.89% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 371,721 | 17,251 | 0.0% | 0.0% | 10 | -2,485 | -0.66% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 366,562 | 17,012 | 0.04% | 0.05% | 11 | -4,900 | -1.32% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 285,994 | 13,273 | 0.03% | 0.03% | 12 | +5,160 | 1.84% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 245,994 | 11,416 | 0.34% | 0.37% | 13 | -4,366 | -1.74% | Q2 2026 | Jul 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 241,564 | 11,210 | 0.09% | 0.08% | 14 | +10,973 | 4.76% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 239,528 | 11,116 | 0.01% | 0.01% | 15 | -6,693 | -2.72% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 224,780 | 10,432 | 0.01% | 0.01% | 16 | -39,107 | -14.82% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 234,311 | 10,101 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 194,313 | 9,018 | 0.04% | 0.05% | 18 | -16,382 | -7.78% | Q2 2026 | Aug 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 191,415 | 8,883 | 0.01% | 0.01% | 19 | -50 | -0.03% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 189,404 | 8,790 | 0.02% | 0.01% | 20 | +65,228 | 52.53% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 183,665 | 8,578 | 4.34% | 4.62% | 21 | +2,068 | 1.14% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 184,205 | 8,548 | 0.01% | 0.01% | 22 | -6,683 | -3.5% | Q2 2026 | Aug 13, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 182,430 | 8,466 | 1.02% | 1.15% | 23 | -6,971 | -3.68% | Q2 2026 | Jul 17, 2026 |
| Brookstone Capital Management | History | Reduced | 178,076 | 8,264 | 0.08% | 0.43% | 24 | -695,195 | -79.61% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 176,078 | 8,171 | 0.01% | 0.01% | 25 | -39,875 | -18.46% | Q2 2026 | Aug 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 152,974 | 7,180 | 0.42% | 0.5% | 26 | +6,391 | 4.36% | Q2 2026 | Aug 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 150,515 | 6,985 | 0.12% | 0.13% | 27 | -12,144 | -7.47% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 140,402 | 6,516 | 0.01% | 0.01% | 28 | -3,216 | -2.24% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 138,564 | 6,430 | 0.08% | 0.04% | 29 | +75,427 | 119.47% | Q2 2026 | Aug 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 135,349 | 6,281 | 0.02% | 0.03% | 30 | +539 | 0.4% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | Reduced | 127,938 | 5,937 | 0.48% | 0.51% | 31 | -4,602 | -3.47% | Q2 2026 | Jul 16, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 115,886 | 5,378 | 0.27% | 0.35% | 32 | -954 | -0.82% | Q2 2026 | Aug 04, 2026 |
| Talon Private Wealth, LLC | History | Reduced | 115,853 | 5,376 | 0.63% | 0.83% | 33 | -28,342 | -19.66% | Q2 2026 | Sep 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 110,112 | 5,110 | 0.06% | 0.06% | 34 | -410 | -0.37% | Q2 2026 | Aug 12, 2026 |
| Trek Financial, LLC | History | Reduced | 110,061 | 5,107 | 0.25% | 0.26% | 35 | -3,731 | -3.28% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 108,842 | 5,080 | 0.01% | 0.04% | 36 | -366,098 | -77.08% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 103,370 | 4,797 | 0.01% | 0.01% | 37 | -6,565 | -5.97% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 101,754 | 4,722 | 0.01% | 0.01% | 38 | -4,927 | -4.62% | Q2 2026 | Aug 19, 2026 |
| WPWealth LLP | History | Reduced | 99,124 | 4,600 | 0.68% | 0.66% | 39 | -711 | -0.71% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | No change | 88,714 | 4,117 | 0.72% | 0.75% | 40 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 84,949 | 3,942 | 0.2% | 0.19% | 41 | +10,090 | 13.48% | Q2 2026 | Jul 31, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 77,729 | 3,607 | 0.47% | 0.55% | 42 | -1,043 | -1.32% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 77,602 | 3,601 | 0.03% | 0.03% | 43 | -303 | -0.39% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | New | 77,021 | 3,574 | 0.01% | — | 44 | +77,021 | New | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 74,988 | 3,480 | 0.29% | 0.32% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRA Financial Services, LLC | History | No change | 71,835 | 3,333 | 0.38% | 0.4% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 69,980 | 3,247 | 0.37% | 0.41% | 47 | -3,302 | -4.51% | Q2 2026 | Jul 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 69,522 | 3,226 | 0.4% | 0.45% | 48 | -2,507 | -3.48% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 69,068 | 3,205 | 0.07% | 0.07% | 49 | +210 | 0.3% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 68,157 | 3,163 | 0.44% | 0.62% | 50 | -21,794 | -24.23% | Q2 2026 | Aug 12, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 67,252 | 3,121 | 1.45% | 1.59% | 51 | -590 | -0.87% | Q2 2026 | Jul 24, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 67,013 | 3,110 | 1.33% | 1.4% | 52 | -2,209 | -3.19% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 65,050 | 3,018 | 0.05% | 0.06% | 53 | -130 | -0.2% | Q2 2026 | Jul 20, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 63,043 | 2,925 | 0.26% | 0.27% | 54 | -669 | -1.05% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 60,397 | 2,803 | 0.04% | — | 55 | +60,397 | New | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 60,117 | 2,790 | 0.11% | 0.12% | 56 | -890 | -1.46% | Q2 2026 | Aug 17, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 59,108 | 2,743 | 2.03% | 2.42% | 57 | +885 | 1.52% | Q2 2026 | Aug 07, 2026 |
| Chris Bulman Inc | History | Reduced | 57,959 | 2,689 | 0.98% | 1.29% | 58 | -10,329 | -15.13% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | Reduced | 58,698 | 2,686 | 0.04% | 0.04% | 59 | -3,550 | -5.7% | Q2 2026 | Aug 13, 2026 |
| Diligent Investors, LLC | History | No change | 57,723 | 2,678 | 0.6% | 0.62% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 57,164 | 2,652 | 1.95% | 2.03% | 61 | -23 | -0.04% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 56,627 | 2,628 | 0.01% | 0.01% | 62 | +2,934 | 5.46% | Q2 2026 | Aug 12, 2026 |
| Three Seasons Wealth, LLC | History | No change | 56,500 | 2,622 | 0.24% | 0.93% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 51,310 | 2,381 | 0.03% | 0.03% | 64 | -3,350 | -6.13% | Q2 2026 | Jul 29, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 50,797 | 2,357 | 0.35% | 0.4% | 65 | -4,321 | -7.84% | Q2 2026 | Aug 13, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 50,590 | 2,347 | 1.84% | 1.99% | 66 | -817 | -1.59% | Q2 2026 | Jul 24, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 50,074 | 2,323 | 0.09% | 0.11% | 67 | -5,004 | -9.09% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | New | 48,402 | 2,246 | 0.08% | — | 68 | +48,402 | New | Q2 2026 | Aug 06, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 45,694 | 2,120 | 0.15% | 0.2% | 69 | -6,095 | -11.77% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Reduced | 45,198 | 2,097 | 0.01% | 0.02% | 70 | -40,387 | -47.19% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 43,283 | 2,008 | 0.01% | 0.01% | 71 | +36,352 | 524.48% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | Reduced | 42,869 | 1,989 | 0.03% | 0.04% | 72 | -1,656 | -3.72% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | Added to | 42,223 | 1,959 | 0.02% | 0.02% | 73 | +61 | 0.14% | Q2 2026 | Jul 28, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 45,195 | 1,948 | 0.34% | 0.33% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 38,661 | 1,794 | 0.48% | 0.53% | 75 | -4,359 | -10.13% | Q2 2026 | Aug 20, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 38,542 | 1,788 | 0.17% | 0.19% | 76 | -671 | -1.71% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,908 | 1,759 | 0.01% | 0.01% | 77 | +3,693 | 10.79% | Q2 2026 | Jul 17, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 37,350 | 1,733 | 0.46% | 0.54% | 78 | -100 | -0.27% | Q2 2026 | Jul 23, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 37,041 | 1,719 | 1.16% | 1.2% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 36,665 | 1,701 | 0.13% | 0.14% | 80 | -2,577 | -6.57% | Q2 2026 | Jul 16, 2026 |
| BCS Wealth Management | History | Reduced | 35,359 | 1,641 | 0.3% | 0.31% | 81 | -293 | -0.82% | Q2 2026 | Jul 16, 2026 |
| Jacobi Capital Management LLC | History | No change | 34,959 | 1,622 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 33,911 | 1,573 | 0.31% | 0.34% | 83 | -600 | -1.74% | Q2 2026 | Aug 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 33,870 | 1,571 | 0.16% | 0.16% | 84 | -33,994 | -50.09% | Q2 2026 | Jul 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 36,280 | 1,564 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 33,055 | 1,534 | 0.01% | 0.01% | 86 | -6,930 | -17.33% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 32,818 | 1,523 | 0.09% | 0.1% | 87 | -129 | -0.39% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 31,690 | 1,470 | 0.09% | 0.1% | 88 | -1,042 | -3.18% | Q2 2026 | Aug 11, 2026 |
| COFG Advisors, LLC | History | Reduced | 31,622 | 1,467 | 0.25% | 0.34% | 89 | -726 | -2.24% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 30,943 | 1,436 | 0.0% | 0.0% | 90 | +18,313 | 145.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 30,071 | 1,395 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 29,154 | 1,353 | 0.62% | 0.67% | 92 | -491 | -1.66% | Q2 2026 | Jul 29, 2026 |
| THOR TRADING ADVISORS, LLC | History | New | 28,283 | 1,312 | 0.41% | — | 94 | +28,283 | New | Q2 2026 | Aug 12, 2026 |
| Vantage Point Financial LLC | History | Added to | 28,273 | 1,312 | 0.4% | 0.35% | 93 | +5,020 | 21.59% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 27,949 | 1,297 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 27,074 | 1,255 | 0.25% | 0.25% | 96 | -60 | -0.22% | Q2 2026 | Jul 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 27,025 | 1,254 | 0.02% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Orion Capital Management LLC | History | Reduced | 26,604 | 1,234 | 0.38% | 0.41% | 99 | -761 | -2.78% | Q2 2026 | Aug 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 26,599 | 1,234 | 0.01% | 0.01% | 98 | -471 | -1.74% | Q2 2026 | Jul 24, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 26,516 | 1,230 | 0.24% | 0.22% | 100 | +23 | 0.09% | Q2 2026 | Jul 28, 2026 |
| FSA Advisors, Inc. | History | Reduced | 26,119 | 1,212 | 0.56% | 0.76% | 101 | -715 | -2.66% | Q2 2026 | Aug 17, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 25,441 | 1,180 | 0.06% | 0.06% | 102 | +967 | 3.95% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 25,403 | 1,178 | 0.07% | 0.07% | 103 | -1 | -0.0% | Q2 2026 | Jul 27, 2026 |
| Valmark Advisers, Inc. | History | No change | 25,155 | 1,167 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 24,117 | 1,119 | 0.01% | 0.01% | 105 | -438 | -1.78% | Q2 2026 | Jul 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 23,041 | 1,069 | 0.07% | 0.07% | 106 | -590 | -2.5% | Q2 2026 | Aug 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 22,196 | 1,030 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | Added to | 21,734 | 1,008 | 0.02% | 0.02% | 108 | +3,300 | 17.9% | Q2 2026 | Aug 07, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 21,571 | 1,001 | 0.1% | 0.11% | 109 | -69 | -0.32% | Q2 2026 | Jul 31, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 21,482 | 996 | 0.64% | 0.66% | 110 | -3,890 | -15.33% | Q2 2026 | Jul 28, 2026 |
| Advisory Alpha, LLC | History | Added to | 20,937 | 971 | 0.02% | 0.02% | 111 | +4,835 | 30.03% | Q2 2026 | Aug 11, 2026 |
| Berger Financial Group, Inc | History | Reduced | 20,659 | 958 | 0.05% | 0.05% | 112 | -203 | -0.97% | Q2 2026 | Aug 04, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 20,116 | 933 | 0.22% | 0.24% | 113 | -65 | -0.32% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 20,014 | 928 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 19,888 | 923 | 0.45% | 0.44% | 115 | +1,059 | 5.62% | Q2 2026 | Sep 11, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 19,725 | 915 | 0.43% | 0.44% | 116 | -1,200 | -5.73% | Q2 2026 | Jul 15, 2026 |
| Encompass More Asset Management | History | Added to | 19,330 | 897 | 0.13% | 0.13% | 117 | +2,023 | 11.69% | Q2 2026 | Jul 14, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 19,292 | 896 | 0.4% | 0.45% | 118 | -178 | -0.91% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | No change | 19,062 | 884 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Continuum Advisory, LLC | History | Reduced | 18,688 | 867 | 0.07% | 0.08% | 120 | -3 | -0.02% | Q2 2026 | Aug 06, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 18,599 | 863 | 0.62% | 0.68% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 18,138 | 841 | 0.09% | 0.1% | 122 | +31 | 0.17% | Q2 2026 | Jul 31, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 17,807 | 826 | 0.01% | 0.01% | 123 | -9,432 | -34.63% | Q2 2026 | Aug 14, 2026 |
| City Center Advisors, LLC | History | Reduced | 17,090 | 793 | 0.64% | 0.69% | 124 | -229 | -1.32% | Q2 2026 | Jul 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 16,912 | 784 | 0.01% | — | 125 | +16,912 | New | Q2 2026 | Jul 28, 2026 |
| Weaver Consulting Group | History | Reduced | 16,813 | 780 | 0.16% | 0.18% | 126 | -924 | -5.21% | Q2 2026 | Jul 29, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 16,716 | 775 | 0.04% | 0.04% | 127 | -59 | -0.35% | Q2 2026 | Jul 09, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,619 | 724 | 0.01% | 0.02% | 128 | -1,026 | -6.16% | Q2 2026 | Aug 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 15,494 | 719 | 0.23% | 0.24% | 129 | -110 | -0.7% | Q2 2026 | Aug 04, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 15,481 | 718 | 0.15% | 0.17% | 130 | -215 | -1.37% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | Reduced | 14,997 | 696 | 0.0% | 0.0% | 131 | -599 | -3.84% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 15,015 | 696 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 14,927 | 692 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY HOLDING CO | History | Reduced | 14,702 | 682 | 0.08% | 0.08% | 134 | -80 | -0.54% | Q2 2026 | Jul 10, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 14,618 | 678 | 0.39% | 0.42% | 135 | -365 | -2.44% | Q2 2026 | Jul 21, 2026 |
| FSA Investment Group, LLC | History | Added to | 14,372 | 667 | 0.22% | 0.16% | 136 | +5,167 | 56.13% | Q2 2026 | Jul 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,243 | 661 | 0.01% | 0.01% | 137 | +1,597 | 12.63% | Q2 2026 | Jul 27, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 14,229 | 660 | 0.17% | 0.17% | 138 | -73 | -0.51% | Q2 2026 | Aug 03, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 13,065 | 606 | 0.3% | 0.33% | 139 | -500 | -3.69% | Q2 2026 | Aug 10, 2026 |
| McAdam, LLC | History | No change | 12,965 | 601 | 0.02% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 12,862 | 596 | 0.13% | 0.15% | 141 | -725 | -5.34% | Q2 2026 | Aug 04, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 12,605 | 584 | 0.15% | 0.15% | 142 | +400 | 3.28% | Q2 2026 | Jul 07, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 12,476 | 579 | 0.15% | 0.15% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | New | 12,003 | 557 | 0.01% | — | 144 | +12,003 | New | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 11,856 | 550 | 0.04% | 0.02% | 145 | +4,952 | 71.73% | Q2 2026 | Aug 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 11,850 | 549 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Compass Advisory Group LLC | History | Reduced | 11,737 | 544 | 0.13% | 0.17% | 147 | -2,970 | -20.19% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,564 | 536 | 0.0% | 0.0% | 148 | -617 | -5.07% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 11,503 | 533 | 0.02% | 0.03% | 149 | -906 | -7.3% | Q2 2026 | Jul 23, 2026 |
| Advisor OS, LLC | History | Reduced | 11,402 | 529 | 0.04% | 0.04% | 152 | -231 | -1.99% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | Added to | 11,418 | 529 | 0.1% | 0.1% | 151 | +81 | 0.71% | Q2 2026 | Jul 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 11,405 | 529 | 0.03% | 0.03% | 150 | -3 | -0.03% | Q2 2026 | Aug 11, 2026 |
| Goldstein Advisors, LLC | History | No change | 11,394 | 528 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 11,296 | 524 | 0.11% | 0.2% | 154 | -7,446 | -39.73% | Q2 2026 | Aug 03, 2026 |
| MBL Wealth, LLC | History | Added to | 11,274 | 523 | 0.04% | 0.04% | 155 | +225 | 2.04% | Q2 2026 | Jul 15, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 11,087 | 514 | 0.22% | 0.23% | 156 | -8 | -0.07% | Q2 2026 | Aug 04, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 11,047 | 512 | 0.19% | 0.24% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 10,981 | 509 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,861 | 504 | 0.01% | 0.02% | 159 | -24,430 | -69.22% | Q2 2026 | Aug 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 10,851 | 503 | 0.39% | 0.41% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 10,603 | 492 | 0.18% | 0.21% | 161 | -667 | -5.92% | Q2 2026 | Jul 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 10,238 | 475 | 0.04% | 0.04% | 162 | -365 | -3.44% | Q2 2026 | Jul 29, 2026 |
| Old Port Advisors | History | No change | 10,090 | 468 | 0.09% | 0.1% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GWN SECURITIES INC. | History | No change | 10,074 | 467 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,633 | 447 | 0.01% | 0.01% | 165 | -3,712 | -27.82% | Q2 2026 | Aug 14, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 9,525 | 442 | 0.18% | 0.19% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 9,295 | 432 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Helium Advisors LLC | History | No change | 9,135 | 423 | 0.35% | 0.37% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 9,090 | 421 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Retirement Planning Group, LLC | History | No change | 9,010 | 418 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BIP Wealth, LLC | History | Reduced | 8,902 | 413 | 0.01% | 0.02% | 171 | -256 | -2.8% | Q2 2026 | Aug 03, 2026 |
| Weaver Capital Management LLC | History | No change | 9,546 | 411 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Square, LLC | History | Reduced | 8,640 | 403 | 0.18% | 0.18% | 173 | -1 | -0.01% | Q2 2026 | Aug 12, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Added to | 8,681 | 402 | 0.31% | 0.29% | 175 | +1,124 | 14.87% | Q2 2026 | Jul 24, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 8,675 | 402 | 0.19% | 0.19% | 174 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CERTUITY, LLC | History | No change | 8,530 | 395 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 8,461 | 392 | 0.09% | 0.1% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atala Financial Inc | History | No change | 8,409 | 390 | 0.24% | 0.24% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blue Water Asset Management | History | Reduced | 8,356 | 387 | 0.12% | 0.16% | 180 | -2,717 | -24.54% | Q2 2026 | Aug 03, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 8,349 | 387 | 0.21% | 0.23% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XML Financial, LLC | History | No change | 7,989 | 370 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,703 | 357 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestment Financial LLC | History | No change | 7,486 | 348 | 0.16% | 0.16% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,393 | 343 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7,296 | 338 | 0.1% | 0.1% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 7,179 | 333 | 0.02% | 0.02% | 186 | +255 | 3.68% | Q2 2026 | Jul 27, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 6,987 | 324 | 0.33% | 0.3% | 187 | +186 | 2.73% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,974 | 323 | 0.0% | 0.01% | 188 | -7,537 | -51.94% | Q2 2026 | Aug 12, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | No change | 6,960 | 323 | 0.26% | 0.26% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 6,908 | 322 | 0.12% | 0.12% | 190 | -8 | -0.12% | Q2 2026 | Jul 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,763 | 313 | 0.01% | 0.01% | 191 | -1,651 | -19.62% | Q2 2026 | Jul 29, 2026 |
| Straight Path Wealth Management | History | Added to | 6,738 | 312 | 0.07% | 0.07% | 192 | +473 | 7.55% | Q2 2026 | Jul 27, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 6,708 | 311 | 0.08% | 0.12% | 193 | -2,622 | -28.1% | Q2 2026 | Jul 21, 2026 |
| PlanVest Financial, Inc | History | No change | 6,583 | 305 | 0.2% | 0.22% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compass Ion Advisors, LLC | History | No change | 6,508 | 302 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waterloo Capital, L.P. | History | No change | 6,525 | 302 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Welch Financial Planning, LLC | History | Reduced | 6,415 | 297 | 0.17% | 0.2% | 197 | -18 | -0.28% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,310 | 292 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 6,300 | 292 | 0.05% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seros Financial, LLC | History | Added to | 6,283 | 291 | 0.15% | 0.17% | 200 | +151 | 2.46% | Q2 2026 | Aug 13, 2026 |
| Sequent Planning LLC | History | Added to | 6,187 | 287 | 0.06% | 0.06% | 201 | +71 | 1.16% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 6,140 | 284 | 0.02% | 0.02% | 202 | -546 | -8.17% | Q2 2026 | Jul 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,902 | 273 | 0.0% | 0.0% | 203 | -139 | -2.3% | Q2 2026 | Jul 22, 2026 |
| WorthPointe, LLC | History | No change | 5,862 | 272 | 0.07% | 0.07% | 204 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 5,845 | 271 | 0.0% | 0.0% | 205 | -480 | -7.59% | Q2 2026 | Aug 11, 2026 |
| Jessup Wealth Management, Inc | History | No change | 5,801 | 269 | 0.08% | 0.09% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,732 | 266 | 0.02% | — | 208 | +5,732 | New | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 5,747 | 266 | 0.05% | 0.06% | 207 | -253 | -4.22% | Q2 2026 | Aug 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 5,524 | 256 | 0.05% | 0.06% | 210 | -638 | -10.35% | Q2 2026 | Aug 06, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,525 | 256 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tempo Wealth, LLC | History | No change | 5,512 | 255 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 5,375 | 249 | 0.03% | 0.08% | 212 | -8,014 | -59.86% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,330 | 247 | 0.0% | 0.0% | 213 | -1,079 | -16.84% | Q2 2026 | Jul 27, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 5,320 | 246 | 0.17% | 0.21% | 214 | -733 | -12.11% | Q2 2026 | Jul 07, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 5,209 | 241 | 0.05% | 0.08% | 215 | -1,000 | -16.11% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | Reduced | 5,181 | 240 | 0.0% | 0.0% | 216 | -634 | -10.9% | Q2 2026 | Aug 11, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 5,135 | 238 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,915 | 228 | 0.0% | 0.01% | 218 | -501 | -9.25% | Q2 2026 | Aug 03, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 4,788 | 222 | 0.12% | 0.17% | 219 | +6 | 0.13% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,755 | 220 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 4,639 | 215 | 0.01% | — | 221 | +4,639 | New | Q2 2026 | Jul 20, 2026 |
| Michels Family Financial, LLC | History | New | 4,625 | 214 | 0.14% | — | 223 | +4,625 | New | Q2 2026 | Aug 14, 2026 |
| Lotus Asset Management LLC | History | New | 4,618 | 214 | 0.19% | — | 224 | +4,618 | New | Q2 2026 | Sep 09, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 4,630 | 214 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 4,593 | 213 | 0.09% | — | 225 | +4,593 | New | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | Reduced | 4,352 | 201 | 0.01% | 0.01% | 226 | -1,342 | -23.57% | Q2 2026 | Aug 07, 2026 |
| Bernard Wealth Management Corp. | History | No change | 4,228 | 196 | 0.07% | 0.08% | 227 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Spire Wealth Management | History | No change | 4,190 | 194 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,191 | 193 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 3,912 | 181 | 0.03% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,450 | 160 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,082 | 143 | 0.0% | — | 232 | +3,082 | New | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 3,055 | 141 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 3,000 | 139 | 0.06% | — | 234 | +3,000 | New | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,592 | 120 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Noble Wealth Management PBC | History | No change | 2,450 | 113 | 0.05% | 0.05% | 236 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2,171 | 100 | 0.01% | — | 237 | +2,171 | New | Q2 2026 | Aug 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,000 | 92 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,735 | 80 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,623 | 75 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | New | 1,367 | 63 | 0.0% | — | 241 | +1,367 | New | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 900 | 42 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Community Financial Services Group, LLC | History | New | 846 | 39 | 0.01% | — | 243 | +846 | New | Q2 2026 | Jul 09, 2026 |
| MORGAN STANLEY | History | New | 800 | 37 | 0.0% | — | 244 | +800 | New | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 761 | 35 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 23 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 495 | 22 | 0.01% | 0.02% | 247 | -23 | -4.44% | Q2 2026 | Jul 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 353 | 16 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 318 | 13 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 182 | 8 | 0.0% | 0.0% | 250 | -134 | -42.41% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | No change | 179 | 8 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 171 | 7 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bullock Wealth Management Group | History | No change | 164 | 7 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Capital Advisor Network LLC | History | Reduced | 94 | 4 | 0.01% | 0.01% | 255 | -72 | -43.37% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 89 | 4 | 0.0% | 0.0% | 254 | +1 | 1.14% | Q2 2026 | Jul 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 83 | 3 | 0.0% | — | 256 | +83 | New | Q2 2026 | Aug 12, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 1.19% | — | -42,346 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,911 | -100.0% | Q2 2026 | Jul 31, 2026 |
| HFG Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -20,453 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,160 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Envision Financial Transparency, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -13,220 | -100.0% | Q2 2026 | Aug 21, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -11,073 | -100.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,287 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Ballast Rock Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -7,165 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,820 | -100.0% | Q2 2026 | Aug 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,685 | -100.0% | Q2 2026 | Jul 09, 2026 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,347 | -100.0% | Q2 2026 | Jul 30, 2026 |
| TrustBank | History | Closed out | 0 | 0 | — | 0.1% | — | -5,959 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Triton Financial Group Inc | History | Closed out | 0 | 0 | — | 0.38% | — | -5,071 | -100.0% | Q2 2026 | Aug 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,908 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,490 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,994 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -627 | -100.0% | Q2 2026 | Aug 26, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Jul 01, 2026 |