ETF Series Solutions - QTUM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 1,383,031 | 228,725 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 809,409 | 133,860 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 349,033 | 57,723 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 333,144 | 55,095 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 313,937 | 51,919 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 303,631 | 50,214 | 5.8% | 5.8% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 279,851 | 46,291 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 257,073 | 42,514 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 237,754 | 39,319 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 227,603 | 37,640 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nantahala Capital Management, LLC | History | No change | 223,000 | 36,879 | 1.23% | 1.23% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | No change | 181,000 | 29,933 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | No change | 178,909 | 29,587 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 173,906 | 28,760 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 150,348 | 24,864 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 144,682 | 23,928 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 141,848 | 23,458 | 3.05% | 3.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 139,254 | 23,036 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madrona Financial Services, LLC | History | No change | 138,178 | 22,851 | 4.21% | 4.21% | 19 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gradient Investments LLC | History | Reduced | 129,802 | 19,680 | 0.28% | 0.38% | 20 | -35,339 | -21.4% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 116,972 | 19,344 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 113,113 | 18,706 | 1.45% | 1.45% | 22 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BFI Infinity Ltd. | History | No change | 108,943 | 18,016 | 5.35% | 5.35% | 23 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 106,677 | 17,642 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 102,398 | 16,934 | 3.51% | 3.51% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 106,301 | 16,141 | 3.37% | 3.37% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 96,189 | 15,907 | 0.25% | 0.25% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 92,339 | 15,270 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 89,445 | 14,792 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 87,958 | 14,546 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 87,289 | 14,435 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 83,858 | 13,868 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 101,986 | 13,486 | 0.9% | 0.9% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 70,000 | 11,576 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 81,662 | 11,528 | 1.31% | 1.31% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 67,596 | 11,179 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 65,392 | 10,814 | 0.41% | 0.41% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 71,548 | 9,985 | 0.96% | 0.96% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 56,761 | 9,387 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Millington Financial Advisors, LLC | History | No change | 64,965 | 9,204 | 3.62% | 3.62% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 55,390 | 9,160 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nvest Financial, LLC | History | No change | 54,429 | 9,001 | 2.85% | 2.85% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 52,023 | 8,603 | 4.11% | 4.11% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Paller Financial Services Inc | History | Added to | 55,573 | 8,425 | 6.47% | 6.75% | 44 | +1,012 | 1.85% | Q3 2026 | Oct 09, 2026 |
| Neuberger Berman Group LLC | History | No change | 47,299 | 7,822 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VVR Holdings LLC | History | No change | 47,182 | 7,802 | 3.37% | 3.37% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 47,024 | 7,776 | 0.76% | 0.76% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 42,766 | 7,072 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 42,408 | 7,013 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buska Wealth Management, LLC | History | Added to | 43,893 | 6,655 | 2.29% | 2.2% | 50 | +7,030 | 19.07% | Q3 2026 | Oct 07, 2026 |
| Waverly Advisors, LLC | History | No change | 39,578 | 6,545 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | No change | 37,221 | 6,155 | 0.55% | 0.55% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 36,862 | 6,096 | 1.47% | 1.47% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 35,216 | 5,824 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Baird Financial Group, Inc. | History | No change | 35,192 | 5,820 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Procyon Advisors, LLC | History | No change | 34,449 | 5,697 | 0.25% | 0.25% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Estate Planners Group, LLC | History | No change | 34,449 | 5,697 | 2.58% | 2.58% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 33,910 | 5,608 | 1.83% | 1.83% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NOVEM GROUP | History | No change | 33,808 | 5,591 | 0.57% | 0.57% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 36,096 | 5,472 | 0.1% | 0.11% | 60 | +26 | 0.07% | Q3 2026 | Oct 13, 2026 |
| MORGAN STANLEY | History | No change | 32,575 | 5,387 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 32,408 | 5,359 | 0.18% | 0.18% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Management, LLC | History | No change | 31,894 | 5,275 | 2.06% | 2.06% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 31,878 | 5,271 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | No change | 31,465 | 5,203 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 31,009 | 5,128 | 0.19% | 0.19% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 30,549 | 5,052 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 29,311 | 4,847 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 29,122 | 4,792 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 28,970 | 4,791 | 2.22% | 2.22% | 70 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fortis Group Advisors, LLC | History | No change | 28,365 | 4,690 | 0.75% | 0.75% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | No change | 26,690 | 4,414 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 26,027 | 4,304 | 2.38% | 2.38% | 73 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sonoma Allocations LLC | History | No change | 26,091 | 4,246 | 1.32% | 1.32% | 74 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 22,763 | 3,764 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Freedom, LLC | History | No change | 22,745 | 3,761 | 1.73% | 1.73% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 22,661 | 3,747 | 0.98% | 0.98% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 22,375 | 3,700 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,457 | 3,556 | 0.03% | 0.02% | 79 | +4,790 | 25.66% | Q3 2026 | Oct 08, 2026 |
| Bravera Wealth | History | No change | 20,918 | 3,459 | 1.33% | 1.33% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mattson Financial Services, LLC | History | No change | 24,022 | 3,432 | 0.72% | 0.72% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 20,453 | 3,382 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | No change | 20,220 | 3,343 | 1.88% | 1.88% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlTi Global, Inc. | History | No change | 20,000 | 3,307 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 19,983 | 3,304 | 1.94% | 1.94% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 19,943 | 3,289 | 0.4% | 0.4% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19,649 | 3,249 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signet Private Wealth LLC | History | No change | 19,160 | 3,168 | 2.53% | 2.53% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 18,643 | 3,083 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 18,644 | 3,083 | 2.3% | 2.3% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | No change | 18,561 | 3,069 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 18,225 | 3,014 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Diamond Partners, LLC | History | Added to | 19,573 | 2,967 | 0.5% | 0.54% | 93 | +671 | 3.55% | Q3 2026 | Oct 13, 2026 |
| SHP Wealth Management | History | No change | 17,619 | 2,913 | 0.2% | 0.2% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 17,555 | 2,903 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 17,375 | 2,873 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NWF Advisory Services Inc. | History | No change | 17,347 | 2,868 | 0.27% | 0.27% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| National Wealth Management Group, LLC | History | No change | 17,297 | 2,860 | 0.88% | 0.88% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prospera Financial Services Inc | History | No change | 17,106 | 2,829 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 16,976 | 2,807 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Csenge Advisory Group | History | No change | 16,890 | 2,793 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 16,845 | 2,785 | 0.66% | 0.66% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 16,435 | 2,718 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOP Private Wealth LLC. | History | No change | 16,345 | 2,703 | 2.59% | 2.59% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 16,194 | 2,678 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everest Financial Group LLC | History | No change | 16,078 | 2,658 | 0.36% | 0.36% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Q3 Asset Management | History | No change | 15,552 | 2,571 | 0.47% | 0.47% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 15,229 | 2,518 | 0.15% | 0.15% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | No change | 15,115 | 2,499 | 0.1% | 0.1% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Yarbrough Capital, LLC | History | No change | 15,069 | 2,492 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 15,013 | 2,482 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integras Partners LLC | History | No change | 14,815 | 2,450 | 1.35% | 1.35% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 14,276 | 2,360 | 1.8% | 1.8% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 13,486 | 2,230 | 0.15% | 0.15% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 13,339 | 2,206 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,357 | 2,166 | 0.0% | 0.0% | 116 | +342 | 2.44% | Q3 2026 | Oct 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,083 | 2,163 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 12,544 | 2,074 | 0.37% | 0.37% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 19,109 | 2,073 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bramshill Investments, LLC | History | No change | 12,500 | 2,067 | 0.16% | 0.16% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 12,606 | 2,060 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 12,454 | 2,059 | 0.61% | 0.61% | 122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | No change | 12,333 | 2,039 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 13,202 | 2,039 | 0.19% | 0.19% | 124 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GWN SECURITIES INC. | History | No change | 12,178 | 2,014 | 0.34% | 0.34% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 12,154 | 2,010 | 0.64% | 0.64% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 11,861 | 1,961 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 11,828 | 1,956 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | No change | 11,679 | 1,931 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,306 | 1,869 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellis Investment Partners, LLC | History | No change | 11,187 | 1,850 | 0.28% | 0.28% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 10,959 | 1,812 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GROUP ONE TRADING LLC | History | No change | 10,717 | 1,772 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 10,705 | 1,770 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 10,687 | 1,767 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,570 | 1,748 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,538 | 1,742 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GeoWealth Management, LLC | History | No change | 10,509 | 1,738 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 10,328 | 1,708 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,298 | 1,703 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| American Alpha Advisors, LLC | History | No change | 10,000 | 1,653 | 0.89% | 0.89% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 9,943 | 1,644 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GERBER, LLC | History | No change | 9,837 | 1,626 | 0.76% | 0.76% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| James J. Burns & Company, LLC | History | No change | 9,812 | 1,622 | 0.18% | 0.18% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | No change | 9,768 | 1,615 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vision Retirement, LLC | History | No change | 9,747 | 1,612 | 0.39% | 0.39% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'Connor Alternative Investments LLC | History | No change | 9,600 | 1,587 | 0.12% | 0.12% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 9,576 | 1,583 | 0.39% | 0.39% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 9,511 | 1,572 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pathway Financial Advisers, LLC | History | No change | 9,398 | 1,554 | 0.39% | 0.39% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Copia Wealth Management | History | No change | 9,330 | 1,542 | 0.93% | 0.93% | 151 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| McGuire Investment Group, LLC | History | No change | 9,270 | 1,533 | 0.13% | 0.13% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WJ Wealth Management, LLC | History | No change | 9,232 | 1,526 | 0.6% | 0.6% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Apollon Wealth Management, LLC | History | No change | 9,213 | 1,523 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GTS SECURITIES LLC | History | No change | 9,192 | 1,520 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 9,141 | 1,511 | 0.22% | 0.22% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 9,004 | 1,489 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | No change | 8,951 | 1,480 | 1.03% | 1.03% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,901 | 1,471 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 8,815 | 1,457 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Retirement Planning Group, LLC | History | No change | 8,791 | 1,453 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 8,637 | 1,428 | 0.19% | 0.19% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlas Private Wealth Advisors | History | No change | 8,622 | 1,425 | 0.31% | 0.31% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MY Wealth Management Inc. | History | No change | 8,536 | 1,411 | 0.99% | 0.99% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 8,478 | 1,402 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maridea Wealth Management LLC | History | No change | 8,483 | 1,402 | 0.15% | 0.15% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Certified Advisory Corp | History | No change | 8,463 | 1,399 | 0.11% | 0.11% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SMITH, MOORE & CO. | History | No change | 8,451 | 1,397 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 8,447 | 1,397 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | No change | 8,429 | 1,393 | 0.5% | 0.5% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 8,302 | 1,373 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 8,265 | 1,367 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 8,238 | 1,362 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OPPENHEIMER & CO INC | History | No change | 8,157 | 1,349 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 8,143 | 1,346 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | No change | 8,102 | 1,339 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 8,093 | 1,338 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archford Capital Strategies, LLC | History | No change | 7,983 | 1,320 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fosun International Ltd | History | No change | 7,943 | 1,313 | 0.29% | 0.29% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 7,908 | 1,307 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kaizen Financial Strategies | History | Added to | 8,616 | 1,306 | 0.51% | 0.44% | 181 | +200 | 2.38% | Q3 2026 | Oct 09, 2026 |
| Ascent Advisors, LLC | History | No change | 8,083 | 1,296 | 1.49% | 1.49% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 7,824 | 1,293 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 7,758 | 1,283 | 0.12% | 0.12% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 7,755 | 1,282 | 0.16% | 0.16% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 7,725 | 1,277 | 0.17% | 0.17% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Squarepoint Ops LLC | History | No change | 7,661 | 1,266 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,595 | 1,256 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,454 | 1,232 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 7,272 | 1,202 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 7,132 | 1,179 | 0.13% | 0.13% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| David J Yvars Group | History | Reduced | 7,760 | 1,176 | 0.54% | 0.63% | 192 | -338 | -4.17% | Q3 2026 | Oct 09, 2026 |
| FMR LLC | History | No change | 7,091 | 1,172 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 6,936 | 1,147 | 0.62% | 0.62% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 6,920 | 1,144 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Columbus Macro, LLC | History | No change | 6,830 | 1,129 | 0.11% | 0.11% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | No change | 6,605 | 1,092 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 6,562 | 1,085 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 6,525 | 1,079 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boyer Financial Services, Inc. | History | No change | 6,715 | 1,040 | 0.88% | 0.88% | 200 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 6,247 | 1,033 | 0.1% | 0.1% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,244 | 1,032 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 6,763 | 1,025 | 1.3% | — | 203 | +6,763 | New | Q3 2026 | Oct 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 6,158 | 1,018 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Point Wealth Management, LLC | History | No change | 6,146 | 1,016 | 0.83% | 0.83% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,142 | 1,015 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 6,129 | 1,013 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 6,121 | 1,012 | 0.34% | 0.34% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 6,117 | 1,011 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 6,091 | 1,007 | 0.42% | 0.42% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hilltop Holdings Inc. | History | No change | 6,079 | 1,005 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 6,057 | 1,001 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIH Partners, LLLP | History | No change | 6,011 | 994 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 5,927 | 980 | 0.62% | 0.62% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 5,842 | 966 | 0.54% | 0.54% | 215 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BIP Wealth, LLC | History | No change | 5,795 | 958 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 5,503 | 910 | 0.1% | 0.1% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | No change | 5,473 | 905 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Index Technologies Group LLC | History | No change | 5,478 | 905 | 0.72% | 0.72% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 5,956 | 903 | 0.07% | 0.08% | 220 | -1,059 | -15.1% | Q3 2026 | Oct 13, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 5,456 | 902 | 0.76% | 0.76% | 221 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 5,456 | 902 | 0.76% | 0.76% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Intrua Financial, LLC | History | No change | 5,401 | 893 | 0.08% | 0.08% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 5,748 | 871 | 0.69% | 1.41% | 224 | -6,129 | -51.6% | Q3 2026 | Oct 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,736 | 869 | 0.03% | 0.01% | 225 | +4,343 | 311.77% | Q3 2026 | Oct 13, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 5,253 | 868 | 0.26% | 0.26% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 5,209 | 861 | 0.12% | 0.12% | 227 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nadler Financial Group, Inc. | History | No change | 5,200 | 860 | 0.07% | 0.07% | 228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bauman Advisory Group, LLC | History | No change | 5,162 | 853 | 0.45% | 0.45% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Carter Financial Group, INC. | History | No change | 5,036 | 832 | 0.43% | 0.43% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,933 | 815 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 4,791 | 792 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 4,787 | 791 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,176 | 784 | 0.02% | 0.03% | 235 | -727 | -12.32% | Q3 2026 | Oct 08, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,743 | 784 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 4,730 | 782 | 0.42% | 0.42% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,153 | 781 | 0.02% | 0.02% | 237 | +537 | 11.63% | Q3 2026 | Oct 14, 2026 |
| MCF Advisors LLC | History | No change | 4,712 | 779 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,601 | 760 | 0.15% | 0.15% | 239 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 4,583 | 757 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 4,553 | 752 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 4,549 | 752 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4,467 | 738 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerpoint Advisory Group | History | No change | 4,455 | 736 | 0.47% | 0.47% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jefferies Financial Group Inc. | History | No change | 4,401 | 727 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 4,343 | 718 | 0.3% | 0.3% | 246 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 4,318 | 714 | 0.18% | 0.18% | 247 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| RM Financial Services, LLC | History | No change | 4,288 | 709 | 0.53% | 0.53% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,287 | 708 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 4,205 | 695 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,198 | 694 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 4,106 | 679 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 4,100 | 678 | 0.17% | 0.17% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,053 | 670 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Matisse Capital | History | No change | 4,042 | 668 | 0.27% | 0.27% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 3,938 | 651 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 3,912 | 647 | 0.14% | 0.14% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 3,868 | 639 | 0.1% | 0.1% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | No change | 3,850 | 636 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 3,829 | 633 | 0.14% | 0.14% | 260 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 3,824 | 632 | 0.15% | 0.15% | 261 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bullock Wealth Management Group | History | Added to | 4,078 | 625 | 0.26% | 0.28% | 263 | +53 | 1.32% | Q3 2026 | Oct 09, 2026 |
| Sovran Advisors, LLC | History | No change | 4,574 | 625 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 3,754 | 620 | 0.12% | 0.12% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,744 | 619 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 3,709 | 613 | 0.07% | 0.07% | 266 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Elevate Capital Advisors, LLC | History | No change | 3,700 | 611 | 0.34% | 0.34% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | No change | 3,645 | 602 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | Added to | 3,972 | 599 | 0.01% | 0.01% | 269 | +1,509 | 61.27% | Q3 2026 | Oct 09, 2026 |
| Diversify Advisory Services, LLC | History | No change | 4,247 | 597 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 4,247 | 597 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 3,595 | 594 | 0.17% | 0.17% | 272 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 3,581 | 592 | 0.33% | 0.33% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED BANK | History | No change | 3,516 | 581 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Belvedere Trading LLC | History | No change | 3,518 | 581 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 3,516 | 581 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,511 | 580 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| South Shore Capital Advisors | History | No change | 3,500 | 578 | 0.39% | 0.39% | 278 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,468 | 573 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 3,424 | 566 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| APS Management Group, Inc. | History | No change | 3,411 | 564 | 0.43% | 0.43% | 281 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,403 | 562 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,397 | 561 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 3,385 | 559 | 0.33% | 0.33% | 284 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,685 | 558 | 0.01% | 0.01% | 285 | +374 | 11.3% | Q3 2026 | Oct 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,770 | 540 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,218 | 532 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ignite Planners, LLC | History | No change | 3,214 | 531 | 0.07% | 0.07% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,204 | 529 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequent Planning LLC | History | No change | 3,122 | 516 | 0.11% | 0.11% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 3,359 | 509 | 0.01% | 0.02% | 292 | -439 | -11.56% | Q3 2026 | Oct 13, 2026 |
| BARCLAYS PLC | History | No change | 3,082 | 509 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paladin Wealth, LLC | History | No change | 3,034 | 501 | 0.29% | 0.29% | 293 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 3,020 | 499 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,011 | 497 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Peak Planning Group, LLC | History | No change | 2,957 | 488 | 0.11% | 0.11% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Polaris Financial Partners | History | New | 3,155 | 480 | 0.21% | — | 298 | +3,155 | New | Q3 2026 | Oct 02, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 2,903 | 480 | 0.13% | 0.13% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 2,892 | 478 | 0.07% | 0.07% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 2,873 | 475 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,857 | 472 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 2,845 | 470 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rathbones Group PLC | History | No change | 2,730 | 451 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 2,719 | 449 | 0.12% | 0.12% | 304 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 2,692 | 445 | 0.08% | 0.08% | 305 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 2,684 | 444 | 0.08% | 0.08% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WNY Asset Management, LLC | History | No change | 2,675 | 442 | 0.04% | 0.04% | 307 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 2,672 | 441 | 0.06% | 0.06% | 308 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PKS Advisory Services, LLC | History | No change | 2,657 | 439 | 0.07% | 0.07% | 309 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 2,891 | 438 | 0.12% | 0.15% | 310 | -336 | -10.41% | Q3 2026 | Oct 02, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 2,617 | 432 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GenTrust, LLC | History | No change | 2,588 | 428 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 2,665 | 428 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,568 | 424 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 2,560 | 423 | 0.08% | 0.08% | 315 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 2,724 | 413 | 0.07% | 0.08% | 317 | +53 | 1.98% | Q3 2026 | Oct 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,504 | 413 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCentric Advisors LLC | History | No change | 2,500 | 413 | 0.35% | 0.35% | 318 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 2,486 | 411 | 0.17% | 0.17% | 319 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 2,475 | 409 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 2,478 | 409 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MBA Advisors LLC | History | No change | 2,459 | 406 | 0.14% | 0.14% | 322 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 2,444 | 404 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meridian Wealth Management, LLC | History | No change | 2,445 | 404 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 2,432 | 402 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 2,414 | 399 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | No change | 2,406 | 398 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 2,400 | 396 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 2,607 | 395 | 0.23% | 0.27% | 329 | -175 | -6.29% | Q3 2026 | Oct 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 2,387 | 394 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Delta Investment Management, LLC | History | No change | 2,370 | 391 | 0.06% | 0.06% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turner Financial Group, Inc. | History | No change | 2,369 | 391 | 0.39% | 0.39% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgepath Capital Management LLC | History | No change | 2,360 | 390 | 0.17% | 0.17% | 333 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 2,364 | 390 | 0.04% | 0.04% | 334 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINTRA WEALTH, LLC | History | No change | 2,404 | 380 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 2,295 | 379 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 2,267 | 374 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 2,261 | 374 | 0.04% | 0.04% | 338 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ELCO Management Co., LLC | History | No change | 2,255 | 372 | 0.16% | 0.16% | 339 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 2,248 | 371 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,247 | 371 | 0.05% | 0.05% | 341 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,248 | 371 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 2,199 | 363 | 0.06% | 0.06% | 343 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2,172 | 359 | 0.3% | 0.3% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,155 | 356 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 2,156 | 356 | 0.1% | 0.1% | 346 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 2,158 | 356 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,151 | 355 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 2,135 | 353 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,117 | 350 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 2,116 | 349 | 0.03% | 0.03% | 351 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PDS Planning, Inc | History | No change | 2,104 | 348 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lauer Wealth, LLC | History | New | 2,295 | 346 | 0.22% | — | 354 | +2,295 | New | Q3 2026 | Oct 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 2,097 | 346 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,068 | 342 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quartz Partners, LLC | History | No change | 2,062 | 341 | 0.11% | 0.11% | 356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Center For Asset Management LLC | History | No change | 2,060 | 340 | 0.15% | 0.15% | 357 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 2,042 | 337 | 0.09% | 0.09% | 358 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 2,041 | 337 | 0.04% | 0.04% | 359 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,037 | 336 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,008 | 332 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NWAM LLC | History | No change | 2,010 | 332 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 2,002 | 331 | 0.1% | 0.1% | 363 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pallas Capital Advisors LLC | History | No change | 2,005 | 331 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 2,007 | 331 | 0.21% | 0.21% | 365 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 2,000 | 330 | 0.16% | 0.16% | 366 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Canton Hathaway, LLC | History | No change | 2,000 | 330 | 0.06% | 0.06% | 367 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RW Investment Management LLC | History | No change | 1,976 | 326 | 0.03% | 0.03% | 368 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Thompson David Blair | History | No change | 1,977 | 326 | 0.16% | 0.16% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,942 | 321 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,937 | 320 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 1,921 | 317 | 0.16% | 0.16% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,908 | 315 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Counsel, LLC | History | No change | 1,895 | 313 | 0.04% | 0.04% | 374 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 1,887 | 312 | 0.08% | 0.08% | 375 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,881 | 311 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 1,884 | 311 | 0.06% | 0.06% | 377 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,873 | 309 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,865 | 308 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Saxony Capital Management, LLC | History | No change | 1,851 | 306 | 0.14% | 0.14% | 380 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Banque Transatlantique SA | History | No change | 1,822 | 301 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EWA, LLC | History | No change | 1,804 | 298 | 0.05% | 0.05% | 382 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| American Trust | History | No change | 1,802 | 298 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,804 | 298 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brown Financial Advisors | History | No change | 1,807 | 298 | 0.1% | 0.1% | 385 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Haverford Trust Co | History | No change | 1,800 | 297 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 1,736 | 287 | 0.08% | 0.08% | 387 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,735 | 286 | 0.04% | 0.04% | 388 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Wealthcare LLC | History | New | 1,841 | 279 | 0.09% | — | 389 | +1,841 | New | Q3 2026 | Oct 02, 2026 |
| Savant Capital, LLC | History | No change | 1,671 | 276 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 1,650 | 273 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sankala Group LLC | History | No change | 1,793 | 272 | 0.18% | 0.18% | 392 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,642 | 271 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| International Private Wealth Advisors LLC | History | No change | 1,642 | 271 | 0.14% | 0.14% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 1,643 | 271 | 0.03% | 0.03% | 395 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Able Wealth Management LLC | History | Added to | 1,714 | 268 | 0.06% | 0.06% | 397 | +1 | 0.06% | Q3 2026 | Oct 13, 2026 |
| LM Advisors LLC | History | No change | 1,645 | 268 | 0.03% | 0.03% | 396 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,606 | 265 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JT Stratford LLC | History | No change | 1,588 | 262 | 0.03% | 0.03% | 399 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 1,585 | 262 | 0.04% | 0.04% | 400 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,562 | 258 | 0.12% | 0.12% | 401 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Root Financial Partners, LLC | History | No change | 1,555 | 257 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,693 | 256 | 0.01% | 0.01% | 403 | -48 | -2.76% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | No change | 1,551 | 256 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EFG International AG | History | No change | 1,547 | 255 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 1,540 | 254 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | History | No change | 1,521 | 251 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 1,508 | 249 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,500 | 248 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAM Advisory, LLC | History | No change | 1,463 | 242 | 0.05% | 0.05% | 410 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,591 | 241 | 0.06% | 0.05% | 411 | +426 | 36.57% | Q3 2026 | Oct 13, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 1,427 | 235 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Regatta Research & Money Management | History | No change | 1,397 | 231 | 0.22% | 0.22% | 413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 1,521 | 230 | 0.02% | — | 414 | +1,521 | New | Q3 2026 | Oct 13, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 1,384 | 228 | 0.08% | 0.08% | 415 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 1,375 | 227 | 0.13% | 0.13% | 416 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Level Wealth Management LLC | History | No change | 1,371 | 226 | 0.09% | 0.09% | 417 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Venture Visionary Partners LLC | History | No change | 1,450 | 219 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,328 | 219 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 1,321 | 218 | 0.04% | 0.04% | 420 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHARPEPOINT LLC | History | No change | 1,323 | 218 | 0.11% | 0.11% | 421 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Annex Advisory Services, LLC | History | No change | 1,305 | 215 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Claro Advisors Inc. | History | No change | 1,303 | 215 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Moors & Cabot, Inc. | History | No change | 1,295 | 214 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 1,401 | 212 | 0.01% | 0.02% | 427 | -5 | -0.36% | Q3 2026 | Oct 08, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 1,285 | 212 | 0.05% | 0.05% | 425 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 1,284 | 212 | 0.04% | 0.04% | 426 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Krilogy Financial LLC | History | New | 1,425 | 211 | 0.01% | — | 429 | +1,425 | New | Q3 2026 | Oct 13, 2026 |
| Alchemi Wealth, LLC | History | No change | 1,280 | 211 | 0.1% | 0.1% | 428 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Busey Bank | History | No change | 1,272 | 210 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 1,264 | 209 | 0.06% | 0.06% | 431 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,252 | 207 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | No change | 1,247 | 206 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 1,240 | 205 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verum Partners LLC | History | No change | 1,232 | 203 | 0.03% | 0.03% | 435 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hudock, Inc. | History | No change | 1,223 | 202 | 0.03% | 0.03% | 436 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Daviman Financial, LLC | History | No change | 1,218 | 201 | 0.11% | 0.11% | 437 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Maia Wealth LLC | History | No change | 1,210 | 200 | 0.03% | 0.03% | 438 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GK Wealth Management LLC | History | Reduced | 1,306 | 197 | 0.11% | 0.17% | 440 | -694 | -34.7% | Q3 2026 | Oct 09, 2026 |
| S.A. Mason LLC | History | No change | 1,300 | 197 | 0.06% | 0.07% | 439 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,177 | 194 | 0.02% | 0.02% | 441 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 1,102 | 182 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,102 | 182 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,064 | 176 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,057 | 174 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,053 | 174 | 0.03% | 0.03% | 446 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,027 | 169 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Noble Wealth Management PBC | History | Added to | 1,110 | 168 | 0.08% | 0.07% | 448 | +189 | 20.52% | Q3 2026 | Oct 01, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,000 | 165 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop National Bank | History | No change | 990 | 163 | 0.03% | 0.03% | 450 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Graney & King, LLC | History | No change | 891 | 147 | 0.05% | 0.05% | 451 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 853 | 140 | 0.16% | 0.16% | 452 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 835 | 138 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Fairscale Capital, LLC | History | No change | 836 | 138 | 0.08% | 0.08% | 454 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 866 | 131 | 0.01% | 0.01% | 455 | +42 | 5.1% | Q3 2026 | Oct 09, 2026 |
| Monetary Solutions, Ltd | History | No change | 730 | 120 | 0.1% | 0.1% | 456 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 721 | 115 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| POM Investment Strategies, LLC | History | No change | 643 | 106 | 0.12% | 0.12% | 458 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 619 | 99 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 551 | 91 | 0.05% | 0.05% | 460 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Heritage Wealth Advisors | History | No change | 530 | 87 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 501 | 82 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 485 | 73 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concord Wealth Partners | History | No change | 443 | 73 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 424 | 70 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 400 | 66 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 400 | 66 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 375 | 62 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 349 | 57 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 350 | 57 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 366 | 55 | 0.02% | 0.04% | 471 | -170 | -31.72% | Q3 2026 | Oct 07, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 309 | 51 | 0.03% | 0.03% | 472 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 300 | 49 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Markowski Investments | History | No change | 300 | 49 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 320 | 48 | 0.0% | 0.01% | 475 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 284 | 47 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gen-Wealth Partners Inc | History | No change | 285 | 47 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 290 | 47 | 0.03% | 0.03% | 478 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 268 | 44 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 240 | 40 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Y.D. More Investments Ltd | History | No change | 240 | 39 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 224 | 37 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 210 | 34 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 205 | 33 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Planning Strategies Inc. | History | Added to | 202 | 30 | 0.02% | 0.01% | 486 | +100 | 98.04% | Q3 2026 | Oct 02, 2026 |
| Capital Analysts, LLC | History | No change | 181 | 30 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 174 | 28 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 170 | 28 | 0.02% | 0.02% | 488 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 166 | 27 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 165 | 27 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 161 | 26 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dunhill Financial, LLC | History | No change | 158 | 26 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 153 | 25 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 155 | 25 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 163 | 24 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 145 | 23 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 136 | 22 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | No change | 135 | 22 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthShield Partners, LLC | History | No change | 132 | 21 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 125 | 20 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Main Management LLC | History | No change | 120 | 20 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | No change | 133 | 20 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 123 | 20 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Berbice Capital Management LLC | History | No change | 125 | 18 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Archer Investment Corp | History | No change | 99 | 16 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 102 | 16 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 96 | 15 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crewe Advisors LLC | History | No change | 94 | 15 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 89 | 14 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tidemark, LLC | History | No change | 89 | 14 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 90 | 13 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Colonial Trust Advisors | History | No change | 80 | 13 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SFAM, LLC | History | No change | 81 | 13 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 80 | 13 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 78 | 12 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 75 | 12 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Security National Bank | History | No change | 74 | 12 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 74 | 12 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 75 | 12 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aventura Private Wealth, LLC | History | No change | 76 | 12 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 71 | 11 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hartford Financial Management Inc. | History | No change | 66 | 10 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investors Research Corp | History | Added to | 60 | 9 | 0.0% | 0.0% | 524 | +50 | 500.0% | Q3 2026 | Oct 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 56 | 9 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 60 | 9 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 53 | 8 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 51 | 8 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Asset Dedication, LLC | History | No change | 52 | 8 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sachetta, LLC | History | No change | 51 | 8 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crews Bank & Trust | History | No change | 50 | 8 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 53 | 8 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 45 | 7 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 47 | 7 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Winch Advisory Services, LLC | History | No change | 43 | 7 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 42 | 6 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LifeSteps Financial, Inc. | History | No change | 40 | 6 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 40 | 6 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Continuum Advisory, LLC | History | No change | 41 | 6 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 37 | 6 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Perspectives, Inc | History | No change | 41 | 6 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parkside Financial Bank & Trust | History | No change | 31 | 5 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Quent Capital, LLC | History | No change | 32 | 5 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 25 | 4 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 27 | 4 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cordant, Inc. | History | No change | 30 | 4 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advocate Investing Services LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 20 | 3 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 25 | 3 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Basepoint Wealth LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REAP Financial Group, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strive Financial Group ,LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co | History | New | 9 | 1 | 0.0% | — | 558 | +9 | New | Q3 2026 | Oct 09, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Grove Bank & Trust | History | No change | 10 | 1 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,076 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,837 | -100.0% | Q3 2026 | Oct 01, 2026 |
| AtlasMark Financial, Inc | History | Closed out | 0 | 0 | — | 0.1% | — | -1,275 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,218 | -100.0% | Q3 2026 | Oct 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Banque Cantonale Vaudoise | History | No change | 331 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CVA Family Office, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Luminist Capital LLC | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Davis Capital Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Redwood Park Advisors LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |