FIRST TRUST EXCHANGE-TRADED FUND - QTEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | History | Added to | 2,428,884 | 812,923 | 0.48% | 0.0% | 1 | +2,426,716 | 111933.39% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 706,281 | 236,385 | 0.01% | 0.01% | 2 | +111,594 | 18.77% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 627,869 | 210,141 | 0.05% | 0.04% | 3 | +13,211 | 2.15% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 580,089 | 194,149 | 0.01% | 0.02% | 4 | -438,554 | -43.05% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 492,172 | 164,725 | 0.03% | 0.02% | 5 | +45,811 | 10.26% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 299,927 | 100,382 | 0.03% | 0.02% | 6 | +10,984 | 3.8% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 263,100 | 88,056 | 0.03% | 0.0% | 7 | +250,000 | 1908.4% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 241,509 | 80,830 | 0.01% | 0.01% | 8 | -15,501 | -6.03% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 190,625 | 63,801 | 0.01% | 0.01% | 9 | +42,495 | 28.69% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 147,217 | 49,271 | 0.01% | 0.01% | 10 | -36,387 | -19.82% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 133,613 | 44,730 | 0.05% | 0.04% | 11 | +8,596 | 6.88% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 115,863 | 38,778 | 0.16% | 0.11% | 12 | -4,401 | -3.66% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 105,880 | 35,436 | 0.03% | 0.09% | 13 | -309,703 | -74.52% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 95,019 | 31,802 | 0.07% | 0.05% | 14 | -2,758 | -2.82% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 94,324 | 31,569 | 0.04% | 0.02% | 15 | +29,473 | 45.45% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 92,358 | 30,911 | 0.06% | 0.05% | 16 | -6,037 | -6.14% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 87,942 | 29,433 | 0.09% | 0.04% | 17 | +35,491 | 67.67% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 87,150 | 29,234 | 0.01% | 0.0% | 18 | +11,272 | 14.86% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | Reduced | 83,527 | 27,955 | 1.84% | 1.41% | 19 | -299 | -0.36% | Q2 2026 | Jul 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 77,980 | 26,099 | 0.1% | 0.08% | 20 | -254 | -0.32% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 77,736 | 26,017 | 0.02% | 0.02% | 21 | -3,892 | -4.77% | Q2 2026 | Aug 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | New | 69,703 | 23,327 | 0.16% | — | 22 | +69,703 | New | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 66,336 | 22,202 | 0.07% | 0.06% | 23 | -1,293 | -1.91% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Added to | 63,755 | 21,338 | 0.01% | 0.0% | 24 | +14,807 | 30.25% | Q2 2026 | Aug 03, 2026 |
| Nilsine Partners, LLC | History | Added to | 60,647 | 20,297 | 1.4% | 0.06% | 25 | +57,530 | 1845.68% | Q2 2026 | Jul 24, 2026 |
| Southland Equity Partners LLC | History | Added to | 60,558 | 20,268 | 3.55% | 2.54% | 26 | +174 | 0.29% | Q2 2026 | Jul 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 57,766 | 19,333 | 0.03% | 0.02% | 27 | +10,037 | 21.03% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 57,201 | 19,144 | 0.02% | 0.02% | 28 | -2,698 | -4.5% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 56,635 | 18,955 | 0.02% | 0.01% | 29 | -5,524 | -8.89% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 55,183 | 18,435 | 0.08% | 0.0% | 30 | +51,633 | 1454.45% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 51,425 | 17,211 | 0.19% | 0.0% | 31 | +51,041 | 13291.93% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 48,007 | 16,067 | 0.07% | 0.05% | 32 | -2,736 | -5.39% | Q2 2026 | Jul 27, 2026 |
| Jump Financial, LLC | History | Reduced | 47,728 | 15,974 | 0.13% | 0.14% | 33 | -1,858 | -3.75% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 46,714 | 15,634 | 0.01% | 0.01% | 34 | +3,600 | 8.35% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 46,358 | 15,515 | 0.02% | 0.02% | 35 | -22,030 | -32.21% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 43,425 | 14,534 | 0.12% | 0.03% | 36 | +29,713 | 216.69% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 40,642 | 13,602 | 0.18% | 0.13% | 37 | +1,030 | 2.6% | Q2 2026 | Aug 12, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 39,528 | 13,229 | 4.49% | 3.27% | 38 | +3,132 | 8.61% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | Reduced | 37,899 | 12,684 | 0.01% | 0.01% | 39 | -2,427 | -6.02% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 36,413 | 12,187 | 0.0% | 0.0% | 40 | +35,013 | 2500.93% | Q2 2026 | Sep 02, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 36,033 | 12,059 | 0.93% | 0.75% | 41 | -512 | -1.4% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | Reduced | 35,091 | 11,744 | 0.02% | 0.02% | 42 | -13,183 | -27.31% | Q2 2026 | Jul 30, 2026 |
| NewSquare Capital LLC | History | Added to | 31,849 | 10,659 | 0.79% | 0.03% | 43 | +30,390 | 2082.93% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,358 | 10,495 | 0.0% | 0.0% | 44 | +7,788 | 33.04% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 30,095 | 10,072 | 0.06% | 0.05% | 45 | +881 | 3.02% | Q2 2026 | Aug 14, 2026 |
| Maxele Advisors, LLC | History | New | 29,084 | 9,733 | 6.8% | — | 46 | +29,084 | New | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 29,070 | 9,729 | 0.15% | 0.12% | 47 | -1,524 | -4.98% | Q2 2026 | Aug 10, 2026 |
| Virtu Financial LLC | History | Added to | 27,985 | 9,366 | 0.29% | 0.1% | 48 | +16,319 | 139.89% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 29,121 | 9,207 | 0.0% | 0.0% | 49 | +786 | 2.77% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 26,547 | 8,887 | 0.08% | 0.05% | 50 | +4,664 | 21.31% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 25,421 | 8,508 | 0.08% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 23,243 | 7,779 | 0.01% | 0.01% | 52 | -17,010 | -42.26% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 22,525 | 7,538 | 0.18% | 0.0% | 53 | +22,022 | 4378.13% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 22,092 | 7,393 | 0.0% | 0.0% | 54 | -564 | -2.49% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 21,701 | 7,263 | 0.79% | 0.72% | 55 | -1,163 | -5.09% | Q2 2026 | Aug 06, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 21,386 | 7,157 | 0.16% | 0.13% | 56 | -32 | -0.15% | Q2 2026 | Aug 12, 2026 |
| Concentrum Wealth Management | History | Added to | 20,632 | 6,905 | 1.65% | 1.31% | 57 | +67 | 0.33% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,940 | 6,722 | 0.01% | 0.01% | 58 | +528 | 2.59% | Q2 2026 | Jul 15, 2026 |
| NWM ADVISORS, LLC | History | Reduced | 19,513 | 6,530 | 5.14% | 3.88% | 59 | -226 | -1.14% | Q2 2026 | Aug 28, 2026 |
| Global Retirement Partners, LLC | History | New | 19,473 | 6,517 | 0.1% | — | 60 | +19,473 | New | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19,218 | 6,432 | 0.01% | 0.0% | 61 | +8,446 | 78.41% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 18,933 | 6,336 | 0.04% | 0.04% | 62 | -4,629 | -19.65% | Q2 2026 | Sep 08, 2026 |
| SFMG, LLC | History | Reduced | 18,172 | 6,082 | 0.37% | 0.29% | 63 | -1,836 | -9.18% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,926 | 5,999 | 0.01% | 0.01% | 64 | +1,149 | 6.85% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 17,847 | 5,973 | 0.05% | 0.04% | 65 | +380 | 2.18% | Q2 2026 | Aug 06, 2026 |
| NATIXIS | History | New | 17,800 | 5,957 | 0.02% | — | 66 | +17,800 | New | Q2 2026 | Aug 13, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 17,538 | 5,869 | 1.21% | — | 67 | +17,538 | New | Q2 2026 | Jul 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 16,742 | 5,603 | 0.13% | 0.09% | 68 | +530 | 3.27% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | New | 16,426 | 5,502 | 0.12% | — | 69 | +16,426 | New | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 15,754 | 5,272 | 0.16% | 0.14% | 70 | -2,854 | -15.34% | Q2 2026 | Jul 09, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 15,551 | 5,204 | 4.06% | 3.03% | 71 | -770 | -4.72% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 14,899 | 4,986 | 0.05% | 0.01% | 72 | +11,551 | 345.01% | Q2 2026 | Aug 03, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 14,486 | 4,848 | 1.08% | 0.75% | 73 | +663 | 4.8% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | Added to | 14,305 | 4,787 | 0.04% | 0.0% | 74 | +12,463 | 676.6% | Q2 2026 | Aug 06, 2026 |
| MTM Investment Management, LLC | History | Reduced | 14,305 | 4,787 | 1.37% | 0.99% | 75 | -100 | -0.69% | Q2 2026 | Aug 03, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 14,256 | 4,771 | 0.59% | 0.55% | 76 | +1,900 | 15.38% | Q2 2026 | Jul 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 13,676 | 4,577 | 0.15% | 0.12% | 77 | -1,033 | -7.02% | Q2 2026 | Jul 31, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 13,644 | 4,566 | 0.05% | — | 78 | +13,644 | New | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,582 | 4,545 | 0.15% | 0.11% | 79 | -269 | -1.94% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 13,537 | 4,530 | 0.02% | 0.01% | 80 | +1,178 | 9.53% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,467 | 4,507 | 0.18% | 0.13% | 81 | +2 | 0.01% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,263 | 4,439 | 0.04% | 0.03% | 82 | +483 | 3.78% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,081 | 4,378 | 0.09% | 0.07% | 83 | +10 | 0.08% | Q2 2026 | Aug 06, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 12,757 | 4,269 | 2.19% | 1.56% | 84 | +114 | 0.9% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 12,421 | 4,157 | 0.02% | — | 85 | +12,421 | New | Q2 2026 | Aug 18, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 12,208 | 4,085 | 1.04% | 0.99% | 86 | -3,243 | -20.99% | Q2 2026 | Jul 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 12,171 | 4,073 | 0.02% | 0.02% | 87 | -1,838 | -13.12% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | Reduced | 12,169 | 4,072 | 0.04% | 0.04% | 88 | -5,611 | -31.56% | Q2 2026 | Jul 28, 2026 |
| BBR PARTNERS, LLC | History | No change | 11,888 | 3,978 | 0.19% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 11,480 | 3,842 | 0.06% | 0.07% | 90 | -7,917 | -40.82% | Q2 2026 | Jul 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 11,352 | 3,799 | 0.01% | 0.01% | 91 | -650 | -5.42% | Q2 2026 | Aug 07, 2026 |
| Sun Financial Inc | History | Reduced | 11,851 | 3,743 | 1.77% | 1.86% | 92 | -775 | -6.14% | Q2 2026 | Aug 11, 2026 |
| B&D White Capital Company, LLC | History | Added to | 11,149 | 3,731 | 0.37% | 0.3% | 93 | +2 | 0.02% | Q2 2026 | Jul 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 11,143 | 3,729 | 0.07% | 0.07% | 94 | -3,674 | -24.8% | Q2 2026 | Jul 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 10,867 | 3,637 | 1.71% | 1.26% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,711 | 3,584 | 0.06% | 0.06% | 96 | -3,553 | -24.91% | Q2 2026 | Jul 20, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 10,676 | 3,573 | 2.27% | 1.27% | 97 | +2,927 | 37.77% | Q2 2026 | Jul 21, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 10,493 | 3,511 | 0.74% | 0.57% | 98 | +97 | 0.93% | Q2 2026 | Jul 28, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 10,500 | 3,500 | 0.02% | 0.04% | 99 | -17,500 | -62.5% | Q2 2026 | Aug 12, 2026 |
| Holistic Financial Partners | History | Reduced | 10,350 | 3,463 | 2.12% | 1.56% | 100 | -9,045 | -46.64% | Q2 2026 | Jul 23, 2026 |
| TradeWell Securities, LLC. | History | Added to | 10,324 | 3,455 | 1.23% | 0.93% | 101 | +39 | 0.38% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 9,849 | 3,296 | 0.02% | 0.02% | 102 | -3,794 | -27.81% | Q2 2026 | Aug 03, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 9,831 | 3,290 | 0.99% | 0.8% | 103 | -845 | -7.91% | Q2 2026 | Jul 16, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 9,771 | 3,270 | 0.2% | 0.21% | 104 | -15,175 | -60.83% | Q2 2026 | Aug 04, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 9,621 | 3,220 | 1.34% | 1.05% | 105 | -42 | -0.43% | Q2 2026 | Aug 14, 2026 |
| Santori & Peters, Inc. | History | Reduced | 9,435 | 3,157 | 0.89% | 0.68% | 106 | -678 | -6.7% | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 9,387 | 3,141 | 0.04% | 0.03% | 107 | -485 | -4.91% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 9,152 | 3,062 | 0.04% | 0.02% | 108 | +2,728 | 42.47% | Q2 2026 | Aug 18, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 9,146 | 3,061 | 0.16% | 0.12% | 109 | -594 | -6.1% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,948 | 2,994 | 0.05% | 0.03% | 110 | -508 | -5.37% | Q2 2026 | Aug 10, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 8,562 | 2,865 | 0.13% | 0.11% | 112 | -904 | -9.55% | Q2 2026 | Jul 24, 2026 |
| Financial Partners Group, Inc | History | Added to | 8,562 | 2,865 | 0.29% | 0.22% | 111 | +1 | 0.01% | Q2 2026 | Jul 23, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,289 | 2,774 | 0.07% | 0.05% | 113 | -170 | -2.01% | Q2 2026 | Jul 28, 2026 |
| NAVELLIER & ASSOCIATES INC | History | New | 8,217 | 2,750 | 0.22% | — | 114 | +8,217 | New | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | Reduced | 12,295 | 2,735 | 0.05% | 0.04% | 115 | -43 | -0.35% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Reduced | 8,113 | 2,715 | 0.03% | 0.02% | 116 | -229 | -2.75% | Q2 2026 | Aug 12, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 8,110 | 2,714 | 0.71% | 0.56% | 117 | -225 | -2.7% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 7,941 | 2,657 | 0.0% | 0.0% | 118 | -3,393 | -29.94% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 7,759 | 2,596 | 0.0% | 0.0% | 119 | +462 | 6.33% | Q2 2026 | Aug 13, 2026 |
| TriaGen Wealth Management LLC | History | New | 7,623 | 2,551 | 0.64% | — | 120 | +7,623 | New | Q2 2026 | Jul 21, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 7,621 | 2,550 | 0.47% | 0.36% | 121 | +4 | 0.05% | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 7,514 | 2,514 | 0.33% | 0.26% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 7,333 | 2,454 | 0.04% | 0.03% | 123 | -711 | -8.84% | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,313 | 2,447 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversified Enterprises, LLC | History | No change | 7,307 | 2,445 | 0.12% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,142 | 2,390 | 0.0% | 0.0% | 126 | -213 | -2.9% | Q2 2026 | Aug 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 7,099 | 2,375 | 0.11% | 0.02% | 127 | +5,382 | 313.45% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,816 | 2,222 | 0.13% | 0.1% | 128 | -26 | -0.38% | Q2 2026 | Jul 22, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,629 | 2,218 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Added to | 6,561 | 2,196 | 0.06% | 0.01% | 130 | +5,630 | 604.73% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,515 | 2,180 | 0.0% | 0.0% | 131 | -4,338 | -39.97% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,420 | 2,148 | 0.03% | 0.02% | 132 | +2,348 | 57.66% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,350 | 2,125 | 0.0% | 0.0% | 133 | -1,143 | -15.25% | Q2 2026 | Aug 19, 2026 |
| Wagner Wealth Management, Corp | History | New | 6,287 | 2,104 | 1.7% | — | 134 | +6,287 | New | Q2 2026 | Aug 10, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 6,278 | 2,101 | 1.18% | 0.7% | 135 | +818 | 14.98% | Q2 2026 | Aug 07, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 6,122 | 2,049 | 0.13% | 0.09% | 136 | -29 | -0.47% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 6,072 | 2,032 | 0.0% | — | 137 | +6,072 | New | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,066 | 2,030 | 0.01% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 5,927 | 1,983 | 0.82% | 0.62% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 5,915 | 1,979 | 0.1% | 0.07% | 140 | -79 | -1.32% | Q2 2026 | Jul 31, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,823 | 1,948 | 0.08% | 0.04% | 141 | +2,361 | 68.2% | Q2 2026 | Jul 27, 2026 |
| Elser Financial Planning, Inc | History | No change | 5,783 | 1,935 | 0.08% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 5,762 | 1,928 | 0.17% | 0.13% | 143 | +75 | 1.32% | Q2 2026 | Jul 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,631 | 1,884 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,591 | 1,871 | 0.08% | 0.06% | 145 | -118 | -2.07% | Q2 2026 | Jul 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,019 | 1,821 | 0.04% | 0.03% | 146 | +561 | 10.28% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 5,333 | 1,784 | 0.03% | — | 147 | +5,333 | New | Q2 2026 | Jul 21, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 5,273 | 1,764 | 1.2% | 1.1% | 148 | -1,122 | -17.54% | Q2 2026 | Jul 07, 2026 |
| STEPHENS INC /AR/ | History | Added to | 5,262 | 1,761 | 0.02% | 0.01% | 149 | +558 | 11.86% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,210 | 1,744 | 0.01% | 0.01% | 150 | -1,629 | -23.82% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 5,139 | 1,719 | 0.02% | 0.02% | 151 | +77 | 1.52% | Q2 2026 | Jul 22, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 5,096 | 1,705 | 0.08% | 0.1% | 152 | -3,327 | -39.5% | Q2 2026 | Aug 11, 2026 |
| TruNorth Capital Management, LLC | History | New | 5,049 | 1,689 | 0.27% | — | 153 | +5,049 | New | Q2 2026 | Jul 23, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,028 | 1,682 | 0.09% | 0.06% | 154 | -106 | -2.06% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | Reduced | 4,825 | 1,614 | 0.0% | 0.0% | 155 | -1,000 | -17.17% | Q2 2026 | Aug 12, 2026 |
| Evelyn Partners Group Ltd | History | New | 7,260 | 1,526 | 0.0% | — | 156 | +7,260 | New | Q2 2026 | Aug 07, 2026 |
| Davis Investment Partners, LLC | History | New | 4,531 | 1,516 | 0.46% | — | 157 | +4,531 | New | Q2 2026 | Aug 07, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 4,673 | 1,453 | 0.3% | 0.27% | 158 | -113 | -2.36% | Q2 2026 | Jul 09, 2026 |
| Asset Dedication, LLC | History | No change | 4,296 | 1,437 | 0.09% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sensible Money, LLC | History | No change | 4,266 | 1,427 | 0.38% | 0.28% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | New | 4,236 | 1,417 | 0.05% | — | 161 | +4,236 | New | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,169 | 1,395 | 0.02% | 0.01% | 162 | -297 | -6.65% | Q2 2026 | Jul 28, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 4,136 | 1,384 | 0.22% | 0.15% | 164 | -14 | -0.34% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,136 | 1,384 | 0.01% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 3,931 | 1,315 | 0.05% | 0.04% | 165 | +16 | 0.41% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF OKLAHOMA | History | New | 3,869 | 1,294 | 0.33% | — | 166 | +3,869 | New | Q2 2026 | Jul 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 3,833 | 1,282 | 0.01% | 0.01% | 167 | -189 | -4.7% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,799 | 1,271 | 0.02% | 0.02% | 168 | -82 | -2.11% | Q2 2026 | Jul 09, 2026 |
| BlackRock, Inc. | History | Added to | 3,795 | 1,270 | 0.0% | 0.0% | 169 | +1,157 | 43.86% | Q2 2026 | Aug 07, 2026 |
| Eagle Wealth Advisors LLC | History | No change | 3,753 | 1,256 | 0.96% | 0.75% | 170 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,722 | 1,246 | 0.11% | 0.0% | 171 | +3,630 | 3945.65% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,658 | 1,224 | 0.03% | 0.02% | 172 | -55 | -1.48% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 3,626 | 1,214 | 0.05% | 0.01% | 173 | +2,667 | 278.1% | Q2 2026 | Aug 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 3,621 | 1,211 | 0.41% | 0.27% | 174 | -436 | -10.75% | Q2 2026 | Aug 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 3,568 | 1,194 | 0.23% | 0.18% | 175 | -43 | -1.19% | Q2 2026 | Jul 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 3,633 | 1,185 | 0.06% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,518 | 1,177 | 0.0% | 0.0% | 177 | -173 | -4.69% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Reduced | 3,501 | 1,171 | 0.06% | 0.04% | 178 | -113 | -3.13% | Q2 2026 | Jul 16, 2026 |
| Arax Advisory Partners | History | Added to | 3,395 | 1,136 | 0.01% | 0.01% | 179 | +1,127 | 49.69% | Q2 2026 | Aug 10, 2026 |
| Kirkwood Financial Services | History | Reduced | 3,392 | 1,135 | 0.32% | 0.26% | 180 | -82 | -2.36% | Q2 2026 | Aug 25, 2026 |
| Equitable Holdings, Inc. | History | Added to | 3,390 | 1,134 | 0.01% | 0.0% | 181 | +280 | 9.0% | Q2 2026 | Aug 17, 2026 |
| Decker Wealth Management LLC | History | Reduced | 3,381 | 1,131 | 0.24% | 0.18% | 182 | -390 | -10.34% | Q2 2026 | Jul 30, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 3,344 | 1,119 | 0.01% | 0.01% | 183 | -2,134 | -38.96% | Q2 2026 | Aug 10, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 3,300 | 1,104 | 0.01% | — | 184 | +3,300 | New | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, LLC | History | Added to | 3,262 | 1,091 | 0.12% | 0.09% | 185 | +7 | 0.22% | Q2 2026 | Jul 29, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 3,188 | 1,066 | 0.16% | — | 186 | +3,188 | New | Q2 2026 | Jul 16, 2026 |
| Keystone Wealth Services, LLC | History | No change | 3,068 | 1,026 | 0.19% | 0.14% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 3,060 | 1,024 | 0.03% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,980 | 997 | 0.31% | 0.24% | 189 | +30 | 1.02% | Q2 2026 | Jul 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,930 | 980 | 0.31% | 0.23% | 190 | -4 | -0.14% | Q2 2026 | Jul 31, 2026 |
| MGO ONE SEVEN LLC | History | No change | 2,880 | 963 | 0.02% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 2,951 | 962 | 0.19% | 0.15% | 192 | -253 | -7.9% | Q2 2026 | Jul 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,821 | 944 | 0.0% | 0.0% | 193 | -519 | -15.54% | Q2 2026 | Aug 13, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 2,761 | 924 | 0.11% | 0.08% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,702 | 904 | 0.02% | 0.02% | 195 | -474 | -14.92% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,672 | 894 | 0.01% | 0.01% | 196 | +229 | 9.37% | Q2 2026 | Aug 13, 2026 |
| BANK HAPOALIM BM | History | Reduced | 2,612 | 874 | 0.06% | 0.09% | 197 | -125 | -4.57% | Q2 2026 | Aug 05, 2026 |
| EQUITABLE TRUST CO | History | No change | 2,600 | 870 | 0.04% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,566 | 858 | 0.02% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NOVEM GROUP | History | Reduced | 2,506 | 838 | 0.08% | 0.06% | 200 | -121 | -4.61% | Q2 2026 | Jul 21, 2026 |
| WELCH & FORBES LLC | History | No change | 2,493 | 834 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Eddie Patel Inc | History | Reduced | 2,469 | 826 | 0.49% | 0.44% | 202 | -157 | -5.98% | Q2 2026 | Aug 11, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 2,461 | 823 | 0.44% | 0.35% | 203 | -2 | -0.08% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,425 | 811 | 0.03% | 0.03% | 204 | -70 | -2.81% | Q2 2026 | Jul 22, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 2,372 | 794 | 0.16% | 0.06% | 205 | +1,153 | 94.59% | Q2 2026 | Jul 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 2,313 | 774 | 0.05% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 3,547 | 766 | 0.26% | 0.26% | 207 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,286 | 765 | 0.07% | — | 208 | +2,286 | New | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,272 | 760 | 0.0% | 0.0% | 209 | +163 | 7.73% | Q2 2026 | Jul 13, 2026 |
| Betterment LLC | History | Added to | 2,239 | 749 | 0.0% | 0.0% | 210 | +3 | 0.13% | Q2 2026 | Aug 14, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 2,235 | 748 | 0.28% | 0.21% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Argent Trust Co | History | No change | 2,225 | 744 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,217 | 742 | 0.02% | 0.02% | 213 | -83 | -3.61% | Q2 2026 | Jul 06, 2026 |
| Englebert Financial Advisers, LLC | History | New | 2,214 | 741 | 0.73% | — | 214 | +2,214 | New | Q2 2026 | Jul 22, 2026 |
| Diversify Advisory Services, LLC | History | New | 2,490 | 738 | 0.01% | — | 216 | +2,490 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,490 | 738 | 0.01% | 0.01% | 215 | +38 | 1.55% | Q2 2026 | Jul 29, 2026 |
| Beaton Management Co. Inc. | History | No change | 2,150 | 720 | 0.29% | 0.21% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,134 | 714 | 0.01% | 0.01% | 218 | -1,290 | -37.68% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 2,104 | 704 | 0.05% | 0.03% | 219 | +33 | 1.59% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Added to | 2,076 | 694 | 0.0% | 0.0% | 220 | +917 | 79.12% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 2,017 | 675 | 0.02% | 0.01% | 221 | -236 | -10.47% | Q2 2026 | Jul 01, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,001 | 669 | 0.0% | 0.0% | 222 | -22,330 | -91.78% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 2,000 | 669 | 0.0% | — | 223 | +2,000 | New | Q2 2026 | Aug 13, 2026 |
| Accel Wealth Management | History | Reduced | 1,959 | 655 | 0.15% | 0.14% | 225 | -457 | -18.92% | Q2 2026 | Jul 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,006 | 655 | 0.0% | 0.0% | 224 | -16 | -0.79% | Q2 2026 | Aug 12, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 1,937 | 648 | 0.41% | 0.31% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TCP Asset Management, LLC | History | Reduced | 1,920 | 642 | 0.07% | 0.05% | 228 | -5 | -0.26% | Q2 2026 | Jul 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,063 | 642 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMJ Financial Wealth Management | History | No change | 2,945 | 636 | 0.15% | 0.15% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,898 | 635 | 0.0% | 0.0% | 230 | +438 | 30.0% | Q2 2026 | Sep 23, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 1,892 | 633 | 0.15% | — | 231 | +1,892 | New | Q2 2026 | Jul 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,857 | 621 | 0.0% | 0.0% | 232 | +100 | 5.69% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 1,850 | 619 | 0.1% | 0.04% | 233 | +913 | 97.44% | Q2 2026 | Aug 17, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,819 | 608 | 0.34% | 0.25% | 234 | -20 | -1.09% | Q2 2026 | Aug 14, 2026 |
| Centerpoint Advisory Group | History | No change | 1,817 | 608 | 0.39% | 0.3% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 1,795 | 600 | 0.06% | 0.04% | 236 | +10 | 0.56% | Q2 2026 | Jul 31, 2026 |
| Royal Fund Management, LLC | History | Reduced | 1,785 | 597 | 0.05% | 0.04% | 237 | -214 | -10.71% | Q2 2026 | Jul 20, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 1,750 | 585 | 0.22% | 0.11% | 238 | -390 | -18.22% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 1,747 | 584 | 0.03% | 0.03% | 239 | -633 | -26.6% | Q2 2026 | Jul 15, 2026 |
| Claro Advisors Inc. | History | New | 1,740 | 582 | 0.06% | — | 240 | +1,740 | New | Q2 2026 | Jul 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,732 | 579 | 0.0% | 0.0% | 241 | -355 | -17.01% | Q2 2026 | Jul 20, 2026 |
| L & S Advisors Inc | History | No change | 1,721 | 576 | 0.06% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,720 | 575 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avior Wealth Management, LLC | History | No change | 1,705 | 570 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,683 | 563 | 0.01% | 0.0% | 245 | +129 | 8.3% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,674 | 560 | 0.0% | 0.0% | 246 | -200 | -10.67% | Q2 2026 | Jul 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 1,666 | 557 | 0.08% | 0.07% | 247 | -202 | -10.81% | Q2 2026 | Jul 21, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 1,664 | 556 | 0.06% | 0.05% | 248 | -275 | -14.18% | Q2 2026 | Jul 23, 2026 |
| Balance Wealth Partners LLC | History | New | 1,653 | 553 | 0.15% | — | 250 | +1,653 | New | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,654 | 553 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Old Port Advisors | History | No change | 1,607 | 537 | 0.11% | 0.08% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 1,567 | 524 | 0.25% | 0.19% | 252 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 1,548 | 518 | 0.07% | 0.05% | 253 | +1 | 0.06% | Q2 2026 | Jul 20, 2026 |
| Belvedere Trading LLC | History | New | 1,482 | 496 | 0.0% | — | 254 | +1,482 | New | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | Added to | 1,481 | 495 | 0.01% | 0.01% | 255 | +7 | 0.47% | Q2 2026 | Aug 14, 2026 |
| Trivium Point Advisory, LLC | History | New | 1,474 | 493 | 0.04% | — | 256 | +1,474 | New | Q2 2026 | Aug 06, 2026 |
| Element Wealth, LLC | History | Added to | 1,471 | 492 | 0.18% | 0.08% | 257 | +534 | 56.99% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | Added to | 1,451 | 485 | 0.07% | 0.04% | 258 | +497 | 52.1% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,437 | 480 | 0.03% | 0.03% | 259 | -38 | -2.58% | Q2 2026 | Jul 07, 2026 |
| HFG Advisors, Inc. | History | No change | 1,433 | 479 | 0.3% | 0.22% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 1,419 | 474 | 0.02% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 1,416 | 473 | 0.03% | 0.02% | 262 | +479 | 51.12% | Q2 2026 | Jul 08, 2026 |
| IFS Group,LLC | History | Added to | 1,396 | 467 | 0.64% | 0.26% | 263 | +24 | 1.75% | Q2 2026 | Jul 23, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 1,538 | 463 | 0.24% | 0.13% | 264 | +739 | 92.49% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,378 | 461 | 0.0% | 0.0% | 265 | +281 | 25.62% | Q2 2026 | Jul 29, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 1,330 | 445 | 0.19% | 0.14% | 266 | -43 | -3.13% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 1,329 | 444 | 0.01% | 0.01% | 267 | -103 | -7.19% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,324 | 443 | 0.0% | 0.0% | 268 | -22 | -1.63% | Q2 2026 | Aug 06, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 1,296 | 433 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 1,277 | 427 | 0.18% | 0.13% | 271 | +2 | 0.16% | Q2 2026 | Aug 14, 2026 |
| Palogic Value Management, L.P. | History | No change | 1,277 | 427 | 0.14% | 0.12% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,272 | 425 | 0.0% | 0.0% | 272 | -29 | -2.23% | Q2 2026 | Aug 12, 2026 |
| Empower Advisory Group, LLC | History | No change | 1,267 | 424 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 1,251 | 418 | 0.2% | 0.15% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,239 | 414 | 0.0% | 0.0% | 275 | -50 | -3.88% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,231 | 412 | 0.0% | 0.0% | 276 | -870 | -41.41% | Q2 2026 | Jul 17, 2026 |
| ABLE Financial Group, LLC | History | Added to | 1,218 | 407 | 0.07% | 0.05% | 277 | +42 | 3.57% | Q2 2026 | Jul 22, 2026 |
| TruWealth Advisors, LLC | History | No change | 1,874 | 404 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Purus Wealth Management, LLC | History | No change | 1,173 | 392 | 0.11% | 0.08% | 279 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 1,700 | 391 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Reliant Investment Partners, LLC | History | No change | 1,170 | 391 | 0.27% | 0.21% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 1,145 | 383 | 0.07% | 0.06% | 282 | -110 | -8.76% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,132 | 378 | 0.02% | 0.0% | 283 | +925 | 446.86% | Q2 2026 | Jul 28, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,115 | 373 | 0.05% | 0.04% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | New | 1,091 | 365 | 0.0% | — | 285 | +1,091 | New | Q2 2026 | Aug 10, 2026 |
| jvl associates llc | History | No change | 1,090 | 364 | 0.1% | 0.08% | 286 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 1,080 | 361 | 0.23% | 0.17% | 287 | +5 | 0.47% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | Reduced | 1,047 | 350 | 0.0% | 0.01% | 288 | -2,119 | -66.93% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | Reduced | 1,040 | 348 | 0.0% | 0.0% | 289 | -493 | -32.16% | Q2 2026 | Aug 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 980 | 327 | 0.04% | 0.03% | 290 | -57 | -5.5% | Q2 2026 | Aug 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 970 | 324 | 0.01% | 0.01% | 291 | +38 | 4.08% | Q2 2026 | Jul 31, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 960 | 321 | 0.03% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | History | New | 952 | 318 | 0.02% | — | 294 | +952 | New | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 952 | 318 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TOWER BRIDGE ADVISORS | History | Reduced | 948 | 317 | 0.03% | 0.02% | 295 | -150 | -13.66% | Q2 2026 | Aug 12, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 950 | 317 | 0.19% | 0.16% | 296 | -103 | -9.78% | Q2 2026 | Aug 12, 2026 |
| 1832 Asset Management L.P. | History | No change | 944 | 315 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 914 | 305 | 0.01% | 0.01% | 298 | -252 | -21.61% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 911 | 304 | 0.02% | 0.01% | 299 | +20 | 2.24% | Q2 2026 | Jul 21, 2026 |
| Baugh & Associates, LLC | History | Reduced | 907 | 303 | 0.13% | 0.09% | 300 | -80 | -8.11% | Q2 2026 | Jul 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 904 | 302 | 0.0% | 0.0% | 301 | -139 | -13.33% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | New | 910 | 301 | 0.0% | — | 302 | +910 | New | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 895 | 299 | 0.03% | — | 303 | +895 | New | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | New | 891 | 298 | 0.0% | — | 304 | +891 | New | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | New | 882 | 295 | 0.0% | — | 305 | +882 | New | Q2 2026 | Jul 17, 2026 |
| Sather Financial Group Inc | History | New | 875 | 292 | 0.02% | — | 306 | +875 | New | Q2 2026 | Jul 30, 2026 |
| Genesee Capital Advisors, LLC | History | New | 869 | 290 | 0.09% | — | 307 | +869 | New | Q2 2026 | Aug 06, 2026 |
| Summa Corp. | History | No change | 962 | 287 | 0.09% | 0.09% | 308 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 853 | 285 | 0.0% | 0.0% | 309 | -924 | -52.0% | Q2 2026 | Aug 11, 2026 |
| Trueblood Wealth Management, LLC | History | New | 841 | 281 | 0.1% | — | 311 | +841 | New | Q2 2026 | Jul 27, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 944 | 281 | 0.03% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 839 | 280 | 0.03% | — | 312 | +839 | New | Q2 2026 | Aug 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 836 | 279 | 0.01% | — | 314 | +836 | New | Q2 2026 | Jul 20, 2026 |
| FLAGSTAR SECURITIES, INC | History | Reduced | 836 | 279 | 0.08% | 0.09% | 313 | -336 | -28.67% | Q2 2026 | Jul 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | New | 833 | 278 | 0.08% | — | 316 | +833 | New | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 832 | 278 | 0.0% | 0.0% | 315 | +30 | 3.74% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | New | 850 | 277 | 0.01% | — | 317 | +850 | New | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | Reduced | 825 | 276 | 0.01% | 0.01% | 318 | -95 | -10.33% | Q2 2026 | Jul 15, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 824 | 275 | 0.11% | 0.08% | 319 | -42 | -4.85% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | New | 813 | 272 | 0.0% | — | 321 | +813 | New | Q2 2026 | Aug 03, 2026 |
| HM PAYSON & CO | History | No change | 815 | 272 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Western Wealth Management, LLC | History | New | 811 | 271 | 0.01% | — | 322 | +811 | New | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 800 | 267 | 0.01% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | New | 796 | 266 | 0.04% | — | 324 | +796 | New | Q2 2026 | Aug 14, 2026 |
| Goldenstone Wealth Management LLC | History | New | 794 | 265 | 0.17% | — | 325 | +794 | New | Q2 2026 | Aug 05, 2026 |
| NWF Advisory Services Inc. | History | New | 790 | 264 | 0.02% | — | 326 | +790 | New | Q2 2026 | Jul 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 788 | 263 | 0.0% | — | 327 | +788 | New | Q2 2026 | Jul 28, 2026 |
| Apeiron RIA LLC | History | Reduced | 785 | 262 | 0.07% | 0.3% | 328 | -5,235 | -86.96% | Q2 2026 | Jul 16, 2026 |
| Ameritas Advisory Services, LLC | History | New | 780 | 261 | 0.01% | — | 329 | +780 | New | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | New | 769 | 257 | 0.0% | — | 330 | +769 | New | Q2 2026 | Aug 06, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | New | 760 | 254 | 0.19% | — | 331 | +760 | New | Q2 2026 | Jul 28, 2026 |
| CHOREO, LLC | History | New | 760 | 254 | 0.0% | — | 332 | +760 | New | Q2 2026 | Aug 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 755 | 252 | 0.0% | — | 334 | +755 | New | Q2 2026 | Jul 13, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | New | 755 | 252 | 0.21% | — | 335 | +755 | New | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 755 | 252 | 0.21% | — | 336 | +755 | New | Q2 2026 | Aug 05, 2026 |
| COMMERCE BANK | History | New | 753 | 252 | 0.0% | — | 333 | +753 | New | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | New | 750 | 251 | 0.0% | — | 337 | +750 | New | Q2 2026 | Aug 04, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 746 | 249 | 0.0% | — | 338 | +746 | New | Q2 2026 | Jul 23, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | New | 745 | 249 | 0.09% | — | 339 | +745 | New | Q2 2026 | Aug 13, 2026 |
| PGIM Custom Harvest LLC | History | New | 745 | 249 | 0.0% | — | 340 | +745 | New | Q2 2026 | Aug 13, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 730 | 244 | 0.07% | — | 341 | +730 | New | Q2 2026 | Jul 09, 2026 |
| CWM, LLC | History | No change | 1,120 | 241 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 826 | 240 | 0.02% | 0.02% | 343 | -84 | -9.23% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | Reduced | 712 | 238 | 0.0% | 0.0% | 344 | -485 | -40.52% | Q2 2026 | Aug 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 710 | 237 | 0.06% | — | 345 | +710 | New | Q2 2026 | Jul 06, 2026 |
| SPINNAKER TRUST | History | New | 701 | 234 | 0.01% | — | 348 | +701 | New | Q2 2026 | Aug 03, 2026 |
| Bellars Harris Wealth Management, LLC | History | New | 700 | 234 | 0.05% | — | 349 | +700 | New | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 700 | 234 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAGCO, INC. | History | No change | 702 | 234 | 0.04% | 0.03% | 347 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 699 | 233 | 0.04% | — | 350 | +699 | New | Q2 2026 | Jul 28, 2026 |
| Ground Swell Capital, LLC | History | New | 691 | 231 | 0.25% | — | 351 | +691 | New | Q2 2026 | Aug 05, 2026 |
| Winthrop Advisory Group LLC | History | New | 690 | 230 | 0.02% | — | 352 | +690 | New | Q2 2026 | Jul 17, 2026 |
| NovaPoint Capital, LLC | History | New | 685 | 229 | 0.05% | — | 353 | +685 | New | Q2 2026 | Aug 06, 2026 |
| Fusion Capital, LLC | History | New | 670 | 224 | 0.05% | — | 354 | +670 | New | Q2 2026 | Aug 05, 2026 |
| Moors & Cabot, Inc. | History | New | 665 | 222 | 0.01% | — | 355 | +665 | New | Q2 2026 | Aug 10, 2026 |
| Stone Wealth Partners | History | New | 641 | 214 | 0.16% | — | 356 | +641 | New | Q2 2026 | Jul 16, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 635 | 212 | 0.0% | — | 358 | +635 | New | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 635 | 212 | 0.0% | — | 359 | +635 | New | Q2 2026 | Jul 28, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 635 | 212 | 0.06% | 0.05% | 357 | -38 | -5.65% | Q2 2026 | Jul 21, 2026 |
| Founders Financial Alliance, LLC | History | New | 630 | 210 | 0.03% | — | 360 | +630 | New | Q2 2026 | Aug 04, 2026 |
| Optivise Advisory Services LLC | History | New | 630 | 210 | 0.11% | — | 361 | +630 | New | Q2 2026 | Jul 13, 2026 |
| HUB Investment Partners, LLC | History | New | 625 | 209 | 0.0% | — | 362 | +625 | New | Q2 2026 | Jul 31, 2026 |
| Stonekeep Investments, LLC | History | New | 623 | 209 | 0.12% | — | 363 | +623 | New | Q2 2026 | Jul 10, 2026 |
| Sentry LLC | History | New | 622 | 208 | 0.06% | — | 366 | +622 | New | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 624 | 208 | 0.0% | 0.0% | 364 | -70 | -10.09% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 623 | 208 | 0.03% | 0.02% | 365 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VIAWEALTH, LLC | History | New | 620 | 207 | 0.1% | — | 368 | +620 | New | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 619 | 207 | 0.01% | 0.01% | 367 | -375 | -37.73% | Q2 2026 | Jul 23, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 618 | 206 | 0.0% | — | 369 | +618 | New | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 612 | 204 | 0.0% | — | 370 | +612 | New | Q2 2026 | Aug 03, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 600 | 200 | 0.04% | — | 371 | +600 | New | Q2 2026 | Aug 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 600 | 200 | 0.0% | — | 372 | +600 | New | Q2 2026 | Jul 31, 2026 |
| Traction Financial Partners, LLC | History | New | 599 | 200 | 0.11% | — | 373 | +599 | New | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 597 | 199 | 0.12% | 0.09% | 374 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Raleigh Capital Management Inc. | History | No change | 591 | 197 | 0.06% | 0.04% | 375 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 812 | 175 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 506 | 169 | 0.05% | 0.04% | 377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 468 | 156 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Y.D. More Investments Ltd | History | No change | 450 | 150 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 444 | 148 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | No change | 365 | 122 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 358 | 119 | 0.02% | 0.02% | 382 | -7 | -1.92% | Q2 2026 | Aug 04, 2026 |
| Bogart Wealth, LLC | History | Added to | 332 | 111 | 0.0% | 0.0% | 383 | +165 | 98.8% | Q2 2026 | Jul 24, 2026 |
| Oakworth Capital, Inc. | History | New | 256 | 83 | 0.0% | — | 384 | +256 | New | Q2 2026 | Jul 22, 2026 |
| TOP Private Wealth LLC. | History | New | 250 | 83 | 0.08% | — | 385 | +250 | New | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | New | 230 | 76 | 0.0% | — | 386 | +230 | New | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 211 | 71 | 0.0% | — | 387 | +211 | New | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Reduced | 211 | 70 | 0.01% | 0.13% | 388 | -2,735 | -92.84% | Q2 2026 | Jul 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 207 | 69 | 0.05% | 0.04% | 389 | +6 | 2.99% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 204 | 68 | 0.01% | — | 390 | +204 | New | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 202 | 67 | 0.03% | — | 392 | +202 | New | Q2 2026 | Aug 07, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 203 | 67 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 200 | 66 | 0.05% | 0.04% | 393 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 192 | 62 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 182 | 60 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MeadowBrook Investment Advisors LLC | History | New | 169 | 56 | 0.04% | — | 399 | +169 | New | Q2 2026 | Jul 20, 2026 |
| Capital Analysts, LLC | History | Reduced | 168 | 56 | 0.0% | 0.0% | 396 | -17 | -9.19% | Q2 2026 | Aug 05, 2026 |
| First Command Advisory Services, Inc. | History | No change | 170 | 56 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortis Group Advisors, LLC | History | No change | 170 | 56 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Luken Investment Analytics, LLC | History | No change | 160 | 53 | 0.02% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ATWOOD & PALMER INC | History | No change | 150 | 50 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 150 | 50 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 144 | 48 | 0.07% | — | 403 | +144 | New | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO | History | No change | 141 | 45 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centerpoint Advisors, LLC | History | No change | 120 | 40 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 119 | 39 | 0.02% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | No change | 116 | 38 | 0.01% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 175 | 37 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | Reduced | 109 | 36 | 0.01% | 0.01% | 409 | -31 | -22.14% | Q2 2026 | Aug 04, 2026 |
| Blue Trust, Inc. | History | Added to | 104 | 34 | 0.0% | 0.0% | 410 | +13 | 14.29% | Q2 2026 | Jul 21, 2026 |
| MCDONALD PARTNERS LLC | History | New | 100 | 33 | 0.01% | — | 412 | +100 | New | Q2 2026 | Jul 28, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 99 | 33 | 0.0% | 0.0% | 411 | -21 | -17.5% | Q2 2026 | Aug 06, 2026 |
| Tidemark, LLC | History | Reduced | 90 | 30 | 0.01% | 0.0% | 414 | -1 | -1.1% | Q2 2026 | Aug 10, 2026 |
| Addison Advisors LLC | History | No change | 91 | 30 | 0.01% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Advisors | History | New | 87 | 29 | 0.0% | — | 417 | +87 | New | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 89 | 29 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IAG Wealth Partners, LLC | History | No change | 89 | 29 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 86 | 28 | 0.0% | 0.0% | 418 | +33 | 62.26% | Q2 2026 | Jul 28, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 83 | 27 | 0.01% | 0.01% | 419 | -46 | -35.66% | Q2 2026 | Jul 30, 2026 |
| Continuum Advisory, LLC | History | New | 80 | 26 | 0.0% | — | 420 | +80 | New | Q2 2026 | Aug 06, 2026 |
| Davis Capital Management | History | Reduced | 77 | 25 | 0.01% | 0.01% | 421 | -11 | -12.5% | Q2 2026 | Jul 16, 2026 |
| 10Elms LLP | History | New | 70 | 23 | 0.01% | — | 424 | +70 | New | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 69 | 23 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 71 | 23 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 65 | 21 | 0.0% | 0.0% | 425 | -1 | -1.52% | Q2 2026 | Jul 22, 2026 |
| Byrne Asset Management LLC | History | No change | 60 | 20 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Archer Investment Corp | History | No change | 58 | 19 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NFSG Corp | History | No change | 59 | 19 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 52 | 17 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 50 | 16 | 0.01% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 50 | 16 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 45 | 15 | 0.0% | — | 432 | +45 | New | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 40 | 13 | 0.0% | — | 433 | +40 | New | Q2 2026 | Jul 24, 2026 |
| Buck Wealth Strategies, LLC | History | New | 40 | 13 | 0.0% | — | 434 | +40 | New | Q2 2026 | Jul 30, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 34 | 11 | 0.01% | — | 437 | +34 | New | Q2 2026 | Aug 13, 2026 |
| Financial Perspectives, Inc | History | No change | 35 | 11 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 35 | 11 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 30 | 10 | 0.0% | — | 438 | +29 | 2900.0% | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | No change | 30 | 10 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 27 | 9 | 0.0% | — | 441 | +27 | New | Q2 2026 | Aug 07, 2026 |
| Go Invest LLC | History | No change | 29 | 9 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 26 | 8 | 0.0% | — | 443 | +26 | New | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 26 | 8 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 22 | 7 | 0.0% | 0.0% | 444 | -16 | -42.11% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 21 | 7 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Nova Wealth Management, Inc. | History | No change | 21 | 7 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 23 | 7 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 32 | 6 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LifeSteps Financial, Inc. | History | New | 9 | 3 | 0.0% | — | 450 | +9 | New | Q2 2026 | Jul 17, 2026 |
| Key Capital Management, INC | History | Reduced | 11 | 3 | 0.0% | 0.0% | 449 | -6 | -35.29% | Q2 2026 | Jul 27, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 8 | 2 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| POM Investment Strategies, LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GAMMA Investing LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,471 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.09% | — | -37,194 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -18,339 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,668 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.91% | — | -4,031 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Dorsey Wright & Associates | History | Closed out | 0 | 0 | — | 0.09% | — | -3,286 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,515 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,196 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -994 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q2 2026 | Jul 23, 2026 |
| HHM Wealth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |