FIRST TRUST EXCHANGE-TRADED FUND - QQEW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,368,025 | 218,336 | 0.01% | 0.01% | 1 | -63,221 | -4.42% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 802,586 | 128,092 | 0.02% | 0.02% | 2 | -66,080 | -7.61% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 634,074 | 101,198 | 0.02% | 0.02% | 3 | -35,238 | -5.26% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 391,041 | 62,410 | 0.02% | 0.02% | 4 | -200,768 | -33.92% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 295,085 | 47,096 | 0.01% | 0.01% | 5 | +3,231 | 1.11% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 270,962 | 43,245 | 0.01% | 0.01% | 6 | -2,940 | -1.07% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 151,670 | 24,207 | 0.02% | 0.02% | 7 | -4,711 | -3.01% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 136,087 | 21,719 | 0.07% | 0.06% | 8 | +2,114 | 1.58% | Q2 2026 | Jul 28, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 128,492 | 20,508 | 1.89% | 1.7% | 9 | +65,634 | 104.42% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 123,270 | 19,684 | 0.02% | 0.02% | 10 | +770 | 0.63% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 118,527 | 18,917 | 0.04% | 0.05% | 11 | -46,584 | -28.21% | Q2 2026 | Jul 27, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 107,823 | 17,208 | 2.19% | 1.95% | 12 | +1,379 | 1.3% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 86,960 | 13,878 | 0.02% | 0.02% | 13 | +1,037 | 1.21% | Q2 2026 | Jul 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 86,576 | 13,817 | 0.0% | 0.0% | 14 | -1,136 | -1.3% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 85,194 | 13,597 | 0.02% | 0.0% | 15 | +81,243 | 2056.26% | Q2 2026 | Aug 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 82,793 | 13,213 | 0.0% | 0.0% | 16 | -9,946 | -10.72% | Q2 2026 | Aug 03, 2026 |
| CX Institutional | History | Added to | 78,961 | 12,602 | 0.36% | 0.3% | 17 | +2,379 | 3.11% | Q2 2026 | Jul 01, 2026 |
| Cetera Investment Advisers | History | Reduced | 68,383 | 10,913 | 0.01% | 0.01% | 18 | -19,587 | -22.27% | Q2 2026 | Aug 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 69,371 | 10,477 | 1.01% | 1.02% | 19 | +4 | 0.01% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 60,744 | 9,694 | 0.02% | 0.02% | 20 | +12,200 | 25.13% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 57,444 | 9,168 | 0.0% | 0.0% | 21 | -148,843 | -72.15% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 52,834 | 8,352 | 0.0% | 0.0% | 22 | -7,704 | -12.73% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 52,259 | 8,340 | 0.0% | 0.0% | 23 | +40,773 | 354.98% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 50,976 | 8,135 | 0.01% | 0.01% | 24 | -1,228 | -2.35% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 50,087 | 7,738 | 0.0% | 0.0% | 25 | +689 | 1.39% | Q2 2026 | Aug 14, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 46,886 | 7,482 | 1.28% | 1.3% | 26 | -2,187 | -4.46% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 45,352 | 7,238 | 0.0% | 0.0% | 27 | -1,029 | -2.22% | Q2 2026 | Aug 07, 2026 |
| Davis Investment Partners, LLC | History | Added to | 37,940 | 6,055 | 1.84% | 1.61% | 28 | +1,941 | 5.39% | Q2 2026 | Aug 07, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 35,292 | 5,632 | 0.55% | 0.5% | 29 | -225 | -0.63% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 34,442 | 5,496 | 0.01% | 0.01% | 30 | -14,523 | -29.66% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 34,171 | 5,453 | 0.05% | 0.05% | 31 | +68 | 0.2% | Q2 2026 | Aug 14, 2026 |
| Stenger Family Office, LLC | History | Reduced | 32,925 | 5,254 | 0.83% | 0.83% | 32 | -4,113 | -11.1% | Q2 2026 | Jul 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 32,425 | 5,175 | 0.08% | — | 34 | +32,425 | New | Q2 2026 | Jul 28, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 32,425 | 5,175 | 1.42% | 1.23% | 33 | +1,242 | 3.98% | Q2 2026 | Jul 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 31,065 | 4,910 | 0.26% | 0.23% | 35 | +1,267 | 4.25% | Q2 2026 | Jul 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 29,797 | 4,755 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crumly & Associates Inc. | History | Reduced | 29,243 | 4,667 | 0.89% | 0.83% | 37 | -1,977 | -6.33% | Q2 2026 | Jul 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 27,541 | 4,395 | 0.09% | 0.08% | 38 | -1,018 | -3.56% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,727 | 4,265 | 0.01% | 0.01% | 39 | -6,692 | -20.02% | Q2 2026 | Jul 28, 2026 |
| CHOREO, LLC | History | No change | 26,080 | 4,162 | 0.05% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 24,472 | 3,905 | 0.22% | 0.2% | 41 | -393 | -1.58% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 23,428 | 3,739 | 0.01% | 0.01% | 42 | -3,128 | -11.78% | Q2 2026 | Aug 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 23,148 | 3,694 | 0.24% | 0.24% | 43 | -753 | -3.15% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 22,197 | 3,542 | 0.23% | 0.22% | 44 | -919 | -3.98% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | New | 21,558 | 3,440 | 0.04% | — | 45 | +21,558 | New | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 21,458 | 3,424 | 0.02% | 0.02% | 46 | +73 | 0.34% | Q2 2026 | Jul 24, 2026 |
| BIP Wealth, LLC | History | Reduced | 20,385 | 3,253 | 0.09% | 0.55% | 47 | -86,829 | -80.99% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 20,045 | 3,199 | 0.02% | 0.02% | 48 | +411 | 2.09% | Q2 2026 | Sep 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 19,981 | 3,188 | 0.01% | 0.01% | 49 | -318 | -1.57% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 19,469 | 3,107 | 0.06% | 0.06% | 50 | -753 | -3.72% | Q2 2026 | Jul 15, 2026 |
| Spire Wealth Management | History | No change | 19,341 | 3,086 | 0.09% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,168 | 3,059 | 0.02% | 0.01% | 52 | +300 | 1.59% | Q2 2026 | Jul 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 18,442 | 2,943 | 0.01% | 0.01% | 53 | +2,198 | 13.53% | Q2 2026 | Jul 27, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 18,437 | 2,942 | 1.87% | 1.61% | 54 | -148 | -0.8% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Reduced | 18,305 | 2,922 | 0.04% | 0.05% | 55 | -5,052 | -21.63% | Q2 2026 | Jul 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 18,001 | 2,872 | 0.09% | 0.08% | 56 | +260 | 1.47% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,231 | 2,750 | 0.03% | 0.02% | 57 | +591 | 3.55% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 17,228 | 2,749 | 0.01% | 0.01% | 58 | -41 | -0.24% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 16,127 | 2,573 | 0.05% | 0.05% | 59 | -1,223 | -7.05% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 16,038 | 2,559 | 0.04% | 0.04% | 60 | -866 | -5.12% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Reduced | 13,904 | 2,219 | 0.0% | 0.0% | 61 | -4,555 | -24.68% | Q2 2026 | Aug 03, 2026 |
| Moors & Cabot, Inc. | History | Added to | 13,628 | 2,175 | 0.08% | 0.07% | 62 | +882 | 6.92% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,590 | 2,168 | 0.02% | 0.02% | 63 | -2,073 | -13.24% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 13,029 | 2,079 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,620 | 2,014 | 0.84% | 0.79% | 65 | -273 | -2.12% | Q2 2026 | Aug 14, 2026 |
| Bawa N Mallick Trust | History | Added to | 12,004 | 1,915 | 0.62% | 0.52% | 66 | +2,004 | 20.04% | Q2 2026 | Aug 14, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 11,737 | 1,873 | 0.37% | 0.37% | 67 | -920 | -7.27% | Q2 2026 | Jul 24, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 11,642 | 1,858 | 0.27% | 0.17% | 68 | +1,267 | 12.21% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Added to | 11,425 | 1,823 | 0.01% | 0.0% | 69 | +4,676 | 69.28% | Q2 2026 | Aug 03, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 11,319 | 1,806 | 0.11% | 0.11% | 70 | -11,239 | -49.82% | Q2 2026 | Aug 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 11,078 | 1,768 | 0.04% | 0.03% | 71 | +195 | 1.79% | Q2 2026 | Jul 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 10,650 | 1,699 | 0.01% | 0.01% | 72 | -560 | -5.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,387 | 1,657 | 0.01% | 0.01% | 73 | -2,472 | -19.22% | Q2 2026 | Aug 18, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 10,092 | 1,610 | 0.35% | 0.37% | 74 | -2,259 | -18.29% | Q2 2026 | Jul 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 9,918 | 1,582 | 0.39% | 0.35% | 75 | -160 | -1.59% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | Added to | 9,640 | 1,538 | 0.01% | 0.01% | 76 | +143 | 1.51% | Q2 2026 | Aug 14, 2026 |
| IFS Group,LLC | History | Added to | 9,484 | 1,513 | 2.08% | 0.97% | 77 | +943 | 11.04% | Q2 2026 | Jul 23, 2026 |
| Kachkovsky & Fisher, Inc. | History | New | 9,413 | 1,502 | 1.44% | — | 78 | +9,413 | New | Q2 2026 | Sep 08, 2026 |
| Procyon Advisors, LLC | History | Added to | 9,039 | 1,442 | 0.06% | 0.05% | 79 | +470 | 5.48% | Q2 2026 | Jul 09, 2026 |
| Sachetta, LLC | History | Reduced | 8,841 | 1,411 | 0.69% | 0.68% | 80 | -977 | -9.95% | Q2 2026 | Jul 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 8,700 | 1,388 | 0.0% | 0.01% | 81 | -49,700 | -85.1% | Q2 2026 | Aug 14, 2026 |
| Zullo Investment Group, Inc. | History | No change | 8,650 | 1,380 | 0.47% | 0.42% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HRT FINANCIAL LP | History | Added to | 8,555 | 1,365 | 0.0% | 0.0% | 83 | +1,814 | 26.91% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 8,276 | 1,320 | 0.02% | 0.0% | 84 | +6,590 | 390.87% | Q2 2026 | Aug 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 8,028 | 1,281 | 0.04% | 0.03% | 85 | -372 | -4.43% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,892 | 1,255 | 0.0% | 0.0% | 86 | +460 | 6.19% | Q2 2026 | Jul 15, 2026 |
| NOVEM GROUP | History | Added to | 7,500 | 1,197 | 0.12% | 0.06% | 87 | +3,500 | 87.5% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,182 | 1,146 | 0.0% | 0.0% | 88 | -6,783 | -48.57% | Q2 2026 | Sep 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,037 | 1,123 | 0.01% | 0.01% | 89 | -21 | -0.3% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,932 | 1,103 | 0.07% | 0.07% | 92 | -1,235 | -15.12% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,909 | 1,103 | 0.0% | 0.0% | 90 | +892 | 14.82% | Q2 2026 | Aug 05, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 6,916 | 1,103 | 0.39% | 0.33% | 91 | +27 | 0.39% | Q2 2026 | Jul 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 6,898 | 1,100 | 0.02% | 0.02% | 93 | +68 | 1.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 6,879 | 1,098 | 0.11% | 0.08% | 94 | +1,003 | 17.07% | Q2 2026 | Jul 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,835 | 1,090 | 0.0% | 0.0% | 95 | -194 | -2.76% | Q2 2026 | Aug 12, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 6,748 | 1,076 | 0.45% | 0.43% | 96 | -8 | -0.12% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 6,573 | 1,049 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,515 | 1,039 | 0.01% | 0.01% | 98 | -1,235 | -15.94% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,496 | 1,036 | 0.01% | 0.0% | 99 | -109 | -1.65% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,443 | 1,028 | 0.0% | 0.0% | 100 | -9,385 | -59.29% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 6,135 | 979 | 0.03% | 0.03% | 101 | -824 | -11.84% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,994 | 957 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 360 Financial, Inc. | History | No change | 5,849 | 933 | 0.24% | 0.22% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,791 | 924 | 0.0% | 0.0% | 104 | -1 | -0.02% | Q2 2026 | Aug 06, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,788 | 923 | 0.04% | 0.04% | 105 | -110 | -1.87% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,782 | 922 | 0.04% | 0.04% | 106 | -646 | -10.05% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 5,624 | 897 | 0.0% | 0.0% | 107 | -529 | -8.6% | Q2 2026 | Aug 07, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 5,299 | 845 | 0.23% | 0.27% | 108 | -1,324 | -19.99% | Q2 2026 | Jul 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,164 | 824 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | New | 5,100 | 813 | 0.12% | — | 110 | +5,100 | New | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | Added to | 5,073 | 809 | 0.0% | 0.0% | 111 | +3,164 | 165.74% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 4,982 | 795 | 0.0% | 0.0% | 112 | +2,967 | 147.25% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 4,959 | 791 | 0.03% | 0.03% | 113 | -3,507 | -41.42% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Reduced | 4,921 | 785 | 0.04% | 0.06% | 114 | -39 | -0.79% | Q2 2026 | Aug 04, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 4,915 | 784 | 0.22% | 0.23% | 115 | -375 | -7.09% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | Reduced | 4,863 | 776 | 0.01% | 0.01% | 116 | -281 | -5.46% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 4,605 | 734 | 0.0% | — | 117 | +4,605 | New | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,286 | 684 | 0.01% | 0.01% | 118 | +290 | 7.26% | Q2 2026 | Aug 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 4,225 | 674 | 0.1% | 0.1% | 119 | -268 | -5.96% | Q2 2026 | Jul 29, 2026 |
| Juno Financial Group LLC | History | Reduced | 4,222 | 673 | 0.24% | 0.22% | 120 | -124 | -2.85% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | No change | 3,983 | 635 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 3,952 | 629 | 0.12% | 0.11% | 122 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Keystone Wealth Services, LLC | History | No change | 3,935 | 628 | 0.12% | 0.11% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,839 | 612 | 0.04% | 0.02% | 124 | +1,156 | 43.09% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,840 | 612 | 0.01% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | Reduced | 3,776 | 602 | 0.0% | 0.0% | 126 | -4 | -0.11% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 3,742 | 597 | 0.01% | 0.01% | 127 | -17 | -0.45% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,707 | 591 | 0.01% | 0.01% | 128 | -1,246 | -25.16% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,700 | 590 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 4,625 | 587 | 0.18% | 0.18% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 3,664 | 584 | 0.06% | 0.07% | 131 | -1,022 | -21.81% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,459 | 551 | 0.0% | 0.0% | 132 | +23 | 0.67% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,379 | 539 | 0.0% | 0.0% | 133 | -151 | -4.28% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,337 | 532 | 0.0% | 0.0% | 134 | -475 | -12.46% | Q2 2026 | Aug 19, 2026 |
| World Investment Advisors | History | No change | 4,194 | 532 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 3,294 | 525 | 0.0% | 0.0% | 136 | +102 | 3.2% | Q2 2026 | Aug 13, 2026 |
| tru Independence LLC | History | Reduced | 3,225 | 514 | 0.22% | 0.2% | 137 | -23 | -0.71% | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 3,211 | 512 | 0.01% | 0.01% | 138 | -88 | -2.67% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 3,181 | 507 | 0.02% | 0.02% | 139 | -89 | -2.72% | Q2 2026 | Jul 22, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 3,140 | 501 | 0.07% | 0.08% | 140 | -453 | -12.61% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | Added to | 3,128 | 499 | 0.01% | 0.01% | 141 | +9 | 0.29% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,125 | 498 | 0.0% | 0.0% | 142 | -84 | -2.62% | Q2 2026 | Aug 12, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 3,104 | 495 | 0.03% | — | 143 | +3,104 | New | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Reduced | 3,074 | 490 | 0.0% | 0.0% | 144 | -4,802 | -60.97% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,017 | 481 | 0.01% | 0.01% | 145 | -161 | -5.07% | Q2 2026 | Aug 12, 2026 |
| GenWealth Group, Inc. | History | No change | 3,014 | 481 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,965 | 473 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | New | 2,953 | 471 | 0.01% | — | 148 | +2,953 | New | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,889 | 461 | 0.01% | 0.0% | 149 | +1,183 | 69.34% | Q2 2026 | Aug 18, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,852 | 455 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,821 | 450 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Verdence Capital Advisors LLC | History | No change | 2,820 | 450 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,775 | 442 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apollon Financial, LLC | History | No change | 2,670 | 426 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Runnymede Capital Advisors, Inc. | History | Reduced | 2,626 | 419 | 0.25% | 0.36% | 155 | -635 | -19.47% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,609 | 416 | 0.01% | 0.0% | 156 | +1,804 | 224.1% | Q2 2026 | Aug 11, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 2,605 | 415 | 0.18% | 0.14% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO | History | No change | 2,500 | 399 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beck Bode, LLC | History | No change | 2,470 | 394 | 0.06% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,459 | 392 | 0.0% | 0.0% | 160 | +37 | 1.53% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,408 | 384 | 0.01% | 0.01% | 161 | -689 | -22.25% | Q2 2026 | Aug 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 2,448 | 383 | 0.08% | 0.1% | 162 | -1,049 | -30.0% | Q2 2026 | Jul 09, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 2,333 | 372 | 0.25% | 0.19% | 163 | +635 | 37.4% | Q2 2026 | Aug 13, 2026 |
| Operose Advisors LLC | History | No change | 2,330 | 371 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,289 | 365 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,250 | 359 | 0.0% | 0.0% | 166 | -753 | -25.07% | Q2 2026 | Jul 17, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 2,193 | 350 | 0.06% | 0.06% | 167 | -402 | -15.49% | Q2 2026 | Aug 10, 2026 |
| Glassman Wealth Services | History | No change | 2,188 | 349 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 2,190 | 349 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TruNorth Capital Management, LLC | History | New | 2,162 | 345 | 0.06% | — | 170 | +2,162 | New | Q2 2026 | Jul 23, 2026 |
| McGuire Investment Group, LLC | History | No change | 2,150 | 343 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 2,114 | 337 | 0.01% | 0.01% | 172 | +1 | 0.05% | Q2 2026 | Jul 24, 2026 |
| PGIM Custom Harvest LLC | History | New | 2,069 | 330 | 0.0% | — | 173 | +2,069 | New | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,065 | 329 | 0.0% | 0.0% | 174 | +19 | 0.93% | Q2 2026 | Aug 06, 2026 |
| Sequent Planning LLC | History | Reduced | 2,017 | 321 | 0.07% | 0.08% | 175 | -675 | -25.07% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,523 | 320 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | No change | 2,006 | 320 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 2,000 | 319 | 0.0% | 0.0% | 178 | -217 | -9.79% | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 1,940 | 309 | 0.01% | — | 179 | +1,940 | New | Q2 2026 | Jul 21, 2026 |
| SMITH, MOORE & CO. | History | Added to | 1,885 | 300 | 0.02% | 0.02% | 180 | +14 | 0.75% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,873 | 299 | 0.01% | 0.01% | 181 | +12 | 0.64% | Q2 2026 | Aug 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 1,857 | 296 | 0.03% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,853 | 295 | 0.01% | — | 183 | +1,853 | New | Q2 2026 | Jul 22, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 1,782 | 284 | 0.09% | 0.1% | 185 | -451 | -20.2% | Q2 2026 | Aug 05, 2026 |
| Rede Wealth, LLC | History | Reduced | 1,784 | 284 | 0.09% | 0.1% | 184 | -385 | -17.75% | Q2 2026 | Aug 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,761 | 281 | 0.03% | — | 186 | +1,761 | New | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 1,746 | 278 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Waverly Advisors, LLC | History | No change | 1,723 | 275 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Payne Capital Management, LLC | History | No change | 1,700 | 271 | 0.07% | 0.07% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,664 | 265 | 0.0% | 0.0% | 190 | +640 | 62.5% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 2,084 | 264 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,646 | 262 | 0.02% | 0.02% | 192 | -198 | -10.74% | Q2 2026 | Jul 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 1,586 | 253 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 1,573 | 251 | 0.02% | — | 194 | +1,573 | New | Q2 2026 | Jul 28, 2026 |
| Morton Capital Management LLC/CA | History | New | 1,545 | 246 | 0.03% | — | 195 | +1,545 | New | Q2 2026 | Jul 23, 2026 |
| CARLSON FINANCIAL, INC. | History | New | 1,545 | 246 | 0.13% | — | 196 | +1,545 | New | Q2 2026 | Aug 24, 2026 |
| Argent Trust Co | History | New | 1,500 | 239 | 0.01% | — | 197 | +1,500 | New | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Reduced | 1,487 | 237 | 0.0% | 0.0% | 198 | -1,252 | -45.71% | Q2 2026 | Aug 13, 2026 |
| Beacon Bank & Trust | History | New | 1,465 | 233 | 0.04% | — | 199 | +1,465 | New | Q2 2026 | Aug 03, 2026 |
| HB Wealth Management, LLC | History | New | 1,457 | 232 | 0.0% | — | 201 | +1,457 | New | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,455 | 232 | 0.0% | 0.0% | 200 | -129 | -8.14% | Q2 2026 | Jul 29, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,431 | 228 | 0.01% | — | 202 | +1,431 | New | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | New | 1,421 | 226 | 0.01% | — | 203 | +1,421 | New | Q2 2026 | Jul 09, 2026 |
| Bouchey Financial Group, Ltd. | History | New | 1,412 | 225 | 0.01% | — | 205 | +1,412 | New | Q2 2026 | Jul 27, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 1,413 | 225 | 0.03% | 0.04% | 204 | -226 | -13.79% | Q2 2026 | Aug 04, 2026 |
| HANCOCK WHITNEY CORP | History | New | 1,400 | 223 | 0.0% | — | 206 | +1,400 | New | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 1,400 | 223 | 0.02% | — | 207 | +1,400 | New | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 1,371 | 218 | 0.01% | — | 208 | +1,371 | New | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | New | 1,254 | 200 | 0.0% | — | 209 | +1,254 | New | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,158 | 184 | 0.02% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,452 | 184 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Manchester Capital Management LLC | History | No change | 1,100 | 175 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,063 | 169 | 0.0% | 0.0% | 213 | -226 | -17.53% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,049 | 167 | 0.01% | 0.01% | 214 | -54 | -4.9% | Q2 2026 | Jul 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,016 | 162 | 0.0% | 0.0% | 215 | +19 | 1.91% | Q2 2026 | Jul 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,000 | 159 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 975 | 155 | 0.0% | 0.0% | 217 | -9 | -0.91% | Q2 2026 | Jul 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 876 | 139 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 865 | 138 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEBSTER BANK, N. A. | History | New | 818 | 130 | 0.01% | — | 220 | +818 | New | Q2 2026 | Jul 20, 2026 |
| BlackRock, Inc. | History | Reduced | 803 | 128 | 0.0% | 0.0% | 221 | -278 | -25.72% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 731 | 116 | 0.0% | — | 222 | +731 | New | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 691 | 110 | 0.0% | 0.0% | 223 | -126 | -15.42% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Reduced | 590 | 94 | 0.0% | 0.0% | 224 | -298 | -33.56% | Q2 2026 | Aug 11, 2026 |
| Synergy Investment Management, LLC | History | No change | 553 | 88 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guardian Partners Inc. | History | New | 550 | 87 | 0.01% | — | 226 | +550 | New | Q2 2026 | Jul 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 550 | 86 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | No change | 543 | 86 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 493 | 78 | 0.03% | 0.0% | 229 | +408 | 480.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 410 | 65 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 405 | 64 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Innovative Asset Advisors Group, LLC | History | Reduced | 382 | 60 | 0.03% | 0.03% | 232 | -50 | -11.57% | Q2 2026 | Aug 05, 2026 |
| Nova Wealth Management, Inc. | History | No change | 360 | 57 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 345 | 55 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 321 | 51 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 302 | 48 | 0.01% | 0.01% | 237 | -153 | -33.63% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | Reduced | 303 | 48 | 0.0% | 0.0% | 236 | -54 | -15.13% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 300 | 47 | 0.0% | 0.0% | 238 | -399 | -57.08% | Q2 2026 | Aug 06, 2026 |
| BOKF, NA | History | New | 300 | 47 | 0.0% | — | 239 | +300 | New | Q2 2026 | Aug 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 286 | 45 | 0.0% | — | 240 | +286 | New | Q2 2026 | Aug 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 272 | 43 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 233 | 37 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| POM Investment Strategies, LLC | History | Added to | 229 | 36 | 0.04% | 0.01% | 243 | +160 | 231.88% | Q2 2026 | Jul 30, 2026 |
| Avalon Trust Co | History | No change | 225 | 35 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MTM Investment Management, LLC | History | No change | 225 | 35 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 218 | 34 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFS Partners, LLC | History | No change | 160 | 25 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 150 | 23 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 139 | 22 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hyposwiss Advisors SA | History | No change | 136 | 21 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 127 | 20 | 0.01% | 0.01% | 252 | -1 | -0.78% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 131 | 20 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | No change | 108 | 17 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 90 | 14 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 87 | 13 | 0.0% | — | 256 | +87 | New | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 88 | 13 | 0.0% | 0.0% | 255 | -5 | -5.38% | Q2 2026 | Aug 10, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 78 | 12 | 0.0% | 0.0% | 258 | -7 | -8.24% | Q2 2026 | Aug 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 76 | 12 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | New | 58 | 9 | 0.0% | — | 262 | +58 | New | Q2 2026 | Jul 09, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 58 | 9 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 57 | 9 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strive Financial Group ,LLC | History | No change | 59 | 9 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 54 | 8 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 40 | 6 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Life Planners | History | No change | 40 | 6 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Noble Wealth Management PBC | History | No change | 35 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| FIRST HORIZON CORP | History | No change | 26 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 16 | 2 | 0.0% | — | 268 | +16 | New | Q2 2026 | Aug 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 12 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -81,017 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 1.24% | — | -51,383 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.05% | — | -36,090 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Shakespeare Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -34,878 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 1.39% | — | -12,697 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Richard W. Paul & Associates, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -8,169 | -100.0% | Q2 2026 | Aug 10, 2026 |
| POTENTIA WEALTH | History | Closed out | 0 | 0 | — | 0.13% | — | -2,728 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,567 | -100.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,335 | -100.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,731 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -500 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -318 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -185 | -100.0% | Q2 2026 | Jul 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |