FIRST TRUST EXCHANGE-TRADED FUND IV - RDVI
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 | Added to | 12,801,978 | 376,378 | 0.08% | 0.08% | 1 | +1,464,961 | 12.92% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,084,913 | 120,096 | 0.02% | 0.02% | 2 | +323,600 | 8.6% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,767,292 | 110,758 | 0.03% | 0.03% | 3 | +209,208 | 5.88% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,786,549 | 81,924 | 0.07% | 0.07% | 4 | +338,442 | 13.82% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,606,955 | 76,644 | 0.01% | 0.01% | 5 | +128,259 | 5.17% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,579,990 | 75,851 | 0.06% | 0.06% | 6 | +124,313 | 5.06% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,487,340 | 73,133 | 0.09% | 0.08% | 7 | +305,614 | 14.01% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,080,391 | 61,163 | 0.08% | 0.07% | 8 | +64,681 | 3.21% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,377,615 | 40,501 | 0.13% | 0.12% | 9 | +117,890 | 9.36% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,253,958 | 36,866 | 0.05% | 0.05% | 10 | +76,194 | 6.47% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 974,155 | 28,640 | 0.39% | 0.37% | 11 | +39,344 | 4.21% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 941,301 | 27,674 | 0.06% | 0.06% | 12 | +29,887 | 3.28% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | Added to | 858,837 | 25,249 | 0.17% | 0.55% | 13 | +96,241 | 12.62% | Q2 2026 | Aug 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 852,753 | 25,070 | 0.27% | 0.28% | 14 | +10,619 | 1.26% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 851,604 | 25,037 | 0.01% | 0.01% | 15 | -2,442 | -0.29% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 781,655 | 22,981 | 0.04% | 0.04% | 16 | +115,480 | 17.33% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 714,319 | 21,006 | 0.31% | 0.28% | 17 | +35,489 | 5.23% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 713,832 | 20,986 | 0.13% | 0.14% | 18 | -15,257 | -2.09% | Q2 2026 | Jul 20, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 711,228 | 20,910 | 0.59% | 0.53% | 19 | +30,696 | 4.51% | Q2 2026 | Jul 15, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 686,102 | 20,171 | 3.8% | 4.54% | 20 | +14,328 | 2.13% | Q2 2026 | Jul 09, 2026 |
| Second Half Financial Partners, LLC | History | No change | 628,118 | 18,466 | 7.57% | 7.23% | 21 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 616,804 | 18,134 | 0.12% | 0.12% | 22 | +37,211 | 6.42% | Q2 2026 | Sep 08, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 609,066 | 17,906 | 8.8% | 7.47% | 23 | +65,977 | 12.15% | Q2 2026 | Sep 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 604,216 | 17,763 | 0.09% | 0.07% | 24 | +82,201 | 15.75% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 579,456 | 17,036 | 0.17% | 0.18% | 25 | -35,689 | -5.8% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | Reduced | 546,374 | 16,063 | 0.02% | 0.02% | 26 | -110,482 | -16.82% | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 545,359 | 16,033 | 0.47% | 0.39% | 27 | +4,077 | 0.75% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 514,302 | 15,120 | 0.92% | 0.91% | 28 | +28,914 | 5.96% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 517,800 | 15,052 | 0.03% | 0.02% | 29 | +74,234 | 16.74% | Q2 2026 | Jul 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 506,641 | 14,895 | 0.95% | 0.89% | 30 | +1,414 | 0.28% | Q2 2026 | Aug 04, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 486,689 | 14,308 | 6.2% | 8.36% | 31 | +18,842 | 4.03% | Q2 2026 | Jul 22, 2026 |
| Argent Advisors, Inc. | History | Reduced | 441,026 | 12,966 | 3.24% | 3.11% | 32 | -4,125 | -0.93% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 437,345 | 12,857 | 0.01% | 0.01% | 33 | +97,677 | 28.76% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 497,696 | 12,716 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clarus Group, Inc. | History | Reduced | 425,643 | 12,513 | 4.24% | 3.96% | 35 | -6,240 | -1.44% | Q2 2026 | Jul 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 423,807 | 12,459 | 0.12% | 0.18% | 36 | -198,182 | -31.86% | Q2 2026 | Aug 05, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 406,865 | 11,961 | 1.53% | 1.43% | 37 | +11,015 | 2.78% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 366,388 | 10,771 | 0.05% | 0.03% | 38 | +108,902 | 42.29% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 363,384 | 10,683 | 0.07% | 0.08% | 39 | -11,499 | -3.07% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 362,301 | 10,651 | 0.09% | 0.1% | 40 | +16,867 | 4.88% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 360,184 | 10,589 | 0.08% | 0.06% | 41 | +95,474 | 36.07% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 349,706 | 10,281 | 0.61% | 0.6% | 42 | +3,294 | 0.95% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 341,896 | 10,051 | 0.02% | 0.01% | 43 | +32,562 | 10.53% | Q2 2026 | Aug 13, 2026 |
| Echo Wealth Management, LLC | History | Added to | 330,875 | 9,727 | 4.96% | 4.52% | 44 | +23,709 | 7.72% | Q2 2026 | Jul 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 316,399 | 9,302 | 0.22% | 0.21% | 45 | -57 | -0.02% | Q2 2026 | Aug 13, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 293,324 | 8,623 | 3.01% | 3.53% | 46 | -67,334 | -18.67% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | Reduced | 292,479 | 8,595 | 0.04% | 0.04% | 47 | -46,431 | -13.7% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 289,620 | 8,514 | 0.1% | 0.11% | 48 | +7,935 | 2.82% | Q2 2026 | Aug 04, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 294,973 | 8,495 | 1.05% | 0.91% | 49 | +97,506 | 49.38% | Q2 2026 | Jul 24, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 284,512 | 8,364 | 1.83% | 2.31% | 50 | -100,342 | -26.07% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 279,969 | 8,231 | 0.02% | 0.02% | 51 | +57,233 | 25.7% | Q2 2026 | Aug 12, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 257,278 | 7,564 | 4.8% | 3.36% | 52 | +77,459 | 43.08% | Q2 2026 | Jul 21, 2026 |
| RFG Advisory, LLC | History | Added to | 257,160 | 7,560 | 0.12% | 0.11% | 53 | +31,358 | 13.89% | Q2 2026 | Jul 15, 2026 |
| Oxford Wealth Group, LLC | History | Added to | 248,184 | 7,296 | 3.26% | 2.93% | 54 | +38,199 | 18.19% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 239,480 | 7,040 | 0.13% | 0.1% | 55 | +54,139 | 29.21% | Q2 2026 | Jul 20, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 234,838 | 6,904 | 0.24% | 0.21% | 56 | +40,073 | 20.58% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 228,833 | 6,727 | 0.05% | 0.03% | 57 | +64,652 | 39.38% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 215,085 | 6,323 | 0.11% | 0.14% | 58 | +54,803 | 34.19% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 209,963 | 6,172 | 0.29% | 0.32% | 59 | +6,951 | 3.42% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 202,755 | 5,961 | 0.01% | 0.01% | 60 | +56,611 | 38.74% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 202,280 | 5,947 | 0.07% | 0.05% | 61 | +56,212 | 38.48% | Q2 2026 | Aug 18, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 187,978 | 5,526 | 0.57% | 0.47% | 62 | -139,250 | -42.55% | Q2 2026 | Jul 16, 2026 |
| Summit Financial, LLC | History | Reduced | 185,519 | 5,454 | 0.06% | 0.06% | 63 | -5,224 | -2.74% | Q2 2026 | Aug 12, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 181,531 | 5,337 | 3.26% | 2.87% | 64 | +7,966 | 4.59% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 181,543 | 5,337 | 1.7% | 1.71% | 65 | -1,185 | -0.65% | Q2 2026 | Jul 31, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 180,277 | 5,300 | 1.69% | 1.94% | 66 | +989 | 0.55% | Q2 2026 | Jul 09, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 174,899 | 5,142 | 1.79% | 1.68% | 67 | +6,927 | 4.12% | Q2 2026 | Jul 27, 2026 |
| RiverTree Advisors, LLC | History | Added to | 174,809 | 5,139 | 3.03% | 2.48% | 68 | +21,687 | 14.16% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 174,242 | 5,122 | 0.32% | 0.35% | 69 | -12,093 | -6.49% | Q2 2026 | Jul 23, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 172,209 | 5,062 | 0.3% | 0.32% | 70 | -150,429 | -46.62% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | Added to | 171,840 | 5,049 | 0.2% | 0.22% | 71 | +8,406 | 5.14% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 163,866 | 4,817 | 0.03% | 0.02% | 72 | +8,364 | 5.38% | Q2 2026 | Jul 24, 2026 |
| Elevation Advisory Partners LLC | History | Added to | 165,647 | 4,793 | 4.91% | 2.08% | 73 | +83,583 | 101.85% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 162,842 | 4,787 | 0.06% | 0.07% | 74 | +1,374 | 0.85% | Q2 2026 | Jul 22, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 161,312 | 4,742 | 1.47% | 1.48% | 75 | +4,857 | 3.1% | Q2 2026 | Jul 28, 2026 |
| G&S Capital LLC | History | Added to | 160,757 | 4,726 | 1.37% | 1.42% | 76 | +2,576 | 1.63% | Q2 2026 | Jul 10, 2026 |
| Compass Financial Services Inc | History | Added to | 160,135 | 4,707 | 1.76% | 1.69% | 77 | +7,571 | 4.96% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 155,433 | 4,569 | 0.08% | 0.04% | 78 | +73,156 | 88.91% | Q2 2026 | Aug 11, 2026 |
| Semus Wealth Partners LLC | History | Added to | 153,022 | 4,498 | 2.17% | 2.1% | 79 | +5,705 | 3.87% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 151,710 | 4,460 | 0.07% | 0.01% | 80 | +134,305 | 771.65% | Q2 2026 | Jul 31, 2026 |
| Atlas Wealth LLC | History | Added to | 148,102 | 4,354 | 0.62% | 1.13% | 81 | +1,148 | 0.78% | Q2 2026 | Jul 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 145,345 | 4,273 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 142,520 | 4,190 | 0.11% | 0.1% | 83 | +15,321 | 12.04% | Q2 2026 | Aug 05, 2026 |
| Accel Wealth Management | History | Added to | 141,030 | 4,146 | 0.93% | 0.63% | 84 | +46,353 | 48.96% | Q2 2026 | Jul 10, 2026 |
| Delta Investment Management, LLC | History | Added to | 140,825 | 4,140 | 0.68% | 0.59% | 85 | +10,781 | 8.29% | Q2 2026 | Aug 13, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | New | 137,795 | 4,051 | 3.95% | — | 86 | +137,795 | New | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 130,550 | 3,838 | 0.07% | 0.1% | 87 | -46,226 | -26.15% | Q2 2026 | Jul 15, 2026 |
| Prostatis Group LLC | History | Reduced | 126,488 | 3,718 | 0.87% | 0.92% | 88 | -14,103 | -10.03% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 126,310 | 3,713 | 0.02% | 0.02% | 89 | +2,346 | 1.89% | Q2 2026 | Aug 13, 2026 |
| Centerpoint Advisory Group | History | Added to | 125,462 | 3,688 | 2.34% | 1.81% | 90 | +31,199 | 33.1% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 125,163 | 3,679 | 0.0% | 0.0% | 91 | +8,372 | 7.17% | Q2 2026 | Jul 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 118,403 | 3,481 | 0.16% | 0.16% | 92 | -2,517 | -2.08% | Q2 2026 | Aug 20, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Added to | 117,905 | 3,466 | 1.65% | 1.09% | 93 | +44,700 | 61.06% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 114,238 | 3,358 | 0.05% | 0.05% | 94 | -6,682 | -5.53% | Q2 2026 | Aug 10, 2026 |
| Buska Wealth Management, LLC | History | Added to | 107,379 | 3,156 | 1.14% | 0.31% | 95 | +77,279 | 256.74% | Q2 2026 | Jul 10, 2026 |
| KPP Advisory Services LLC | History | Added to | 107,221 | 3,152 | 0.4% | 0.39% | 96 | +2,998 | 2.88% | Q2 2026 | Jul 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 106,281 | 3,124 | 0.03% | 0.02% | 97 | +40,411 | 61.35% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 103,859 | 3,053 | 0.1% | 0.09% | 98 | +6,560 | 6.74% | Q2 2026 | Jul 27, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 98,952 | 2,909 | 0.26% | 0.23% | 99 | +9,103 | 10.13% | Q2 2026 | Jul 16, 2026 |
| Capital Analysts, LLC | History | Added to | 97,070 | 2,854 | 0.07% | 0.06% | 101 | +6,567 | 7.26% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 97,103 | 2,854 | 0.03% | 0.03% | 100 | +1,542 | 1.61% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 96,808 | 2,846 | 0.06% | 0.02% | 102 | +73,107 | 308.46% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 94,808 | 2,787 | 0.07% | 0.06% | 103 | +10,200 | 12.06% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | Added to | 93,210 | 2,740 | 0.03% | 0.03% | 104 | +6,120 | 7.03% | Q2 2026 | Jul 15, 2026 |
| VIMA LLC | History | New | 89,567 | 2,633 | 2.57% | — | 105 | +89,567 | New | Q2 2026 | Jul 24, 2026 |
| World Investment Advisors | History | Added to | 91,351 | 2,617 | 0.04% | 0.04% | 106 | +1,185 | 1.31% | Q2 2026 | Aug 13, 2026 |
| Advisory Advocates, LLC | History | Added to | 85,403 | 2,510 | 2.15% | 2.06% | 107 | +6,380 | 8.07% | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 84,287 | 2,478 | 0.05% | 0.04% | 108 | +18,240 | 27.62% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 81,541 | 2,397 | 0.26% | 0.3% | 109 | -123 | -0.15% | Q2 2026 | Aug 06, 2026 |
| Sequent Planning LLC | History | Reduced | 80,741 | 2,373 | 0.51% | 0.63% | 110 | -21,705 | -21.19% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | Reduced | 80,396 | 2,363 | 0.32% | 0.37% | 111 | -6,142 | -7.1% | Q2 2026 | Aug 10, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 79,451 | 2,335 | 0.9% | 0.78% | 112 | +8,328 | 11.71% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 74,930 | 2,202 | 0.07% | 0.07% | 113 | +3,350 | 4.68% | Q2 2026 | Aug 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 74,107 | 2,178 | 1.51% | 1.4% | 114 | +1,966 | 2.73% | Q2 2026 | Jul 23, 2026 |
| Indivisible Partners | History | Added to | 74,070 | 2,177 | 0.12% | 0.17% | 115 | +800 | 1.09% | Q2 2026 | Aug 04, 2026 |
| Triumph Capital Management | History | Added to | 73,215 | 2,152 | 0.39% | 0.37% | 116 | +2,634 | 3.73% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 70,200 | 2,063 | 0.01% | 0.01% | 117 | +22,844 | 48.24% | Q2 2026 | Aug 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 69,985 | 2,057 | 0.02% | 0.03% | 118 | -9,799 | -12.28% | Q2 2026 | Jul 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 69,431 | 2,041 | 0.3% | 0.38% | 119 | -33,288 | -32.41% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 67,173 | 1,974 | 0.02% | 0.02% | 120 | +17,091 | 34.13% | Q2 2026 | Jul 29, 2026 |
| FWG Holdings, LLC | History | New | 68,116 | 1,963 | 0.68% | — | 121 | +68,116 | New | Q2 2026 | Aug 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 66,688 | 1,960 | 0.7% | 0.65% | 122 | +2,418 | 3.76% | Q2 2026 | Jul 07, 2026 |
| MTM Investment Management, LLC | History | Added to | 65,810 | 1,934 | 0.55% | 0.51% | 123 | +2,733 | 4.33% | Q2 2026 | Aug 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 65,687 | 1,920 | 0.11% | 0.11% | 124 | +2,799 | 4.45% | Q2 2026 | Jul 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 65,052 | 1,912 | 0.79% | 0.79% | 125 | +3,030 | 4.89% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 64,465 | 1,895 | 0.07% | 0.07% | 126 | -1,300 | -1.98% | Q2 2026 | Aug 14, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 64,203 | 1,887 | 2.28% | 1.63% | 127 | +23,793 | 58.88% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 63,591 | 1,870 | 0.0% | 0.0% | 128 | +13,088 | 25.92% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 61,142 | 1,797 | 0.04% | 0.04% | 129 | +9,262 | 17.85% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 60,800 | 1,787 | 0.4% | 0.33% | 130 | +9,339 | 18.15% | Q2 2026 | Jul 08, 2026 |
| Tidemark, LLC | History | Reduced | 58,616 | 1,723 | 0.39% | 0.47% | 131 | -13,459 | -18.67% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | Added to | 58,535 | 1,720 | 0.04% | 0.03% | 132 | +10,287 | 21.32% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 57,421 | 1,688 | 0.05% | 0.05% | 133 | +1,225 | 2.18% | Q2 2026 | Jul 06, 2026 |
| Creative Planning | History | Reduced | 57,313 | 1,685 | 0.0% | 0.0% | 134 | -942 | -1.62% | Q2 2026 | Aug 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 56,054 | 1,647 | 0.26% | 0.34% | 135 | -15,504 | -21.67% | Q2 2026 | Jul 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 55,544 | 1,632 | 0.31% | 0.28% | 136 | +2,051 | 3.83% | Q2 2026 | Aug 12, 2026 |
| Owen LaRue, LLC | History | Added to | 54,811 | 1,611 | 0.56% | 0.43% | 137 | +10,747 | 24.39% | Q2 2026 | Jul 22, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 54,129 | 1,591 | 0.29% | 0.29% | 138 | +2,733 | 5.32% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 53,451 | 1,571 | 0.05% | 0.03% | 139 | +9,426 | 21.41% | Q2 2026 | Jul 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 53,091 | 1,560 | 0.0% | 0.0% | 140 | +2,945 | 5.87% | Q2 2026 | Aug 11, 2026 |
| Core Wealth Partners LLC | History | Added to | 52,531 | 1,544 | 0.66% | 0.54% | 141 | +7,287 | 16.11% | Q2 2026 | Jul 17, 2026 |
| PSI Advisors, LLC | History | New | 52,380 | 1,539 | 0.36% | — | 142 | +52,380 | New | Q2 2026 | Aug 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 51,258 | 1,507 | 0.07% | 0.06% | 143 | +6,099 | 13.51% | Q2 2026 | Jul 23, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 50,790 | 1,493 | 0.62% | 0.59% | 144 | +4,642 | 10.06% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 49,815 | 1,464 | 0.03% | 0.03% | 145 | +4,691 | 10.4% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 49,628 | 1,459 | 0.06% | 0.04% | 146 | +13,879 | 38.82% | Q2 2026 | Aug 17, 2026 |
| Next Level Private LLC | History | Added to | 49,650 | 1,459 | 0.29% | 0.28% | 147 | +1,976 | 4.14% | Q2 2026 | Jul 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 48,580 | 1,428 | 0.03% | 0.03% | 148 | +119 | 0.25% | Q2 2026 | Aug 03, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 48,008 | 1,411 | 0.75% | 0.86% | 149 | -911 | -1.86% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 46,964 | 1,380 | 0.0% | 0.0% | 150 | -3,036 | -6.07% | Q2 2026 | Sep 02, 2026 |
| Mutual Advisors, LLC | History | Added to | 46,448 | 1,365 | 0.03% | 0.01% | 151 | +35,051 | 307.55% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | Reduced | 45,893 | 1,349 | 0.2% | 0.24% | 152 | -5,751 | -11.14% | Q2 2026 | Aug 12, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 44,351 | 1,303 | 0.19% | 0.2% | 153 | -4,114 | -8.49% | Q2 2026 | Jul 17, 2026 |
| Compound Planning, Inc. | History | Added to | 43,935 | 1,291 | 0.03% | 0.03% | 154 | +1,320 | 3.1% | Q2 2026 | Aug 04, 2026 |
| Visionary Wealth Advisors | History | New | 43,226 | 1,270 | 0.05% | — | 155 | +43,226 | New | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 43,178 | 1,269 | 0.04% | 0.03% | 156 | +2,494 | 6.13% | Q2 2026 | Aug 10, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 42,807 | 1,258 | 0.22% | 0.21% | 157 | +228 | 0.54% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 42,786 | 1,257 | 0.03% | 0.03% | 158 | -1,681 | -3.78% | Q2 2026 | Jul 29, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 42,431 | 1,247 | 0.52% | 0.28% | 159 | +19,550 | 85.44% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 41,864 | 1,230 | 0.19% | 0.15% | 160 | +8,224 | 24.45% | Q2 2026 | Aug 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 41,717 | 1,219 | 0.06% | 0.05% | 161 | +3,636 | 9.55% | Q2 2026 | Jul 28, 2026 |
| WINNACLE WEALTH LLC | History | Added to | 41,167 | 1,210 | 0.82% | 0.68% | 162 | +6,717 | 19.5% | Q2 2026 | Jul 21, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 41,025 | 1,206 | 0.24% | 0.23% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 46,817 | 1,196 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 40,514 | 1,191 | 0.0% | 0.01% | 165 | -298,679 | -88.06% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 39,810 | 1,170 | 0.08% | 0.06% | 166 | +14,884 | 59.71% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 39,685 | 1,166 | 0.04% | — | 167 | +39,685 | New | Q2 2026 | Jul 31, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 38,877 | 1,142 | 0.05% | 0.02% | 168 | +25,852 | 198.48% | Q2 2026 | Aug 04, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 38,542 | 1,133 | 0.23% | 0.07% | 169 | +25,029 | 185.22% | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 37,868 | 1,113 | 0.02% | 0.02% | 170 | +13,133 | 53.09% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Added to | 37,237 | 1,094 | 0.01% | 0.0% | 171 | +4,130 | 12.47% | Q2 2026 | Aug 03, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 37,045 | 1,089 | 0.17% | 0.18% | 172 | -1,019 | -2.68% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 36,957 | 1,086 | 0.06% | 0.05% | 173 | +606 | 1.67% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 36,788 | 1,081 | 0.01% | 0.02% | 174 | -66,026 | -64.22% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 35,523 | 1,044 | 0.03% | 0.03% | 175 | +192 | 0.54% | Q2 2026 | Jul 24, 2026 |
| QTR Family Wealth, LLC | History | Added to | 34,677 | 1,019 | 0.36% | 0.39% | 176 | +80 | 0.23% | Q2 2026 | Jul 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 34,313 | 1,008 | 0.06% | 0.06% | 177 | +1,349 | 4.09% | Q2 2026 | Jul 27, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 33,916 | 997 | 0.27% | 0.16% | 178 | +13,480 | 65.96% | Q2 2026 | Jul 21, 2026 |
| Moors & Cabot, Inc. | History | Added to | 33,686 | 990 | 0.04% | 0.02% | 179 | +17,535 | 108.57% | Q2 2026 | Aug 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 33,413 | 982 | 0.04% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 38,169 | 975 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 32,514 | 955 | 0.0% | 0.0% | 182 | +7,713 | 31.1% | Q2 2026 | Jul 20, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 31,816 | 935 | 0.23% | 0.09% | 183 | +19,609 | 160.64% | Q2 2026 | Jul 30, 2026 |
| Global Assets Advisory, LLC | History | New | 31,490 | 920 | 0.2% | — | 184 | +31,490 | New | Q2 2026 | Jul 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 30,988 | 911 | 0.42% | 0.33% | 185 | +7,226 | 30.41% | Q2 2026 | Jul 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 30,898 | 908 | 0.03% | 0.03% | 186 | +2,486 | 8.75% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | Added to | 30,410 | 894 | 0.0% | 0.0% | 187 | +15,069 | 98.23% | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 30,439 | 894 | 0.02% | 0.02% | 188 | +1,025 | 3.48% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 30,207 | 888 | 0.0% | — | 189 | +30,207 | New | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 29,551 | 868 | 0.07% | 0.06% | 190 | +3,515 | 13.5% | Q2 2026 | Jul 28, 2026 |
| Integrated Advisors Network LLC | History | Added to | 28,204 | 829 | 0.04% | 0.04% | 191 | +857 | 3.13% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | New | 28,140 | 827 | 0.06% | — | 192 | +28,140 | New | Q2 2026 | Aug 05, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 26,785 | 787 | 0.27% | 0.22% | 193 | +3,576 | 15.41% | Q2 2026 | Jul 17, 2026 |
| Triad Wealth Partners, LLC | History | New | 26,609 | 782 | 0.05% | — | 195 | +26,609 | New | Q2 2026 | Aug 10, 2026 |
| Formidable Asset Management, LLC | History | Added to | 30,635 | 782 | 0.12% | 0.08% | 194 | +10,000 | 48.46% | Q2 2026 | Jul 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 25,999 | 764 | 0.02% | 0.02% | 196 | +4,226 | 19.41% | Q2 2026 | Jul 31, 2026 |
| NOVEM GROUP | History | Added to | 25,940 | 762 | 0.08% | 0.06% | 197 | +6,226 | 31.58% | Q2 2026 | Jul 21, 2026 |
| 1776 Wealth LLC | History | Added to | 25,157 | 739 | 0.26% | 0.24% | 198 | +1,638 | 6.96% | Q2 2026 | Aug 10, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 25,005 | 735 | 0.23% | 0.27% | 199 | -169 | -0.67% | Q2 2026 | Aug 20, 2026 |
| TKG Advisors, LLC | History | Added to | 24,434 | 718 | 0.25% | 0.23% | 200 | +2,302 | 10.4% | Q2 2026 | Jul 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 23,508 | 691 | 0.17% | 0.18% | 201 | -948 | -3.88% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 23,164 | 681 | 0.01% | 0.01% | 202 | -17 | -0.07% | Q2 2026 | Jul 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 22,646 | 665 | 0.0% | — | 203 | +22,646 | New | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 22,575 | 663 | 0.04% | 0.04% | 204 | +4,610 | 25.66% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 22,230 | 653 | 0.01% | 0.01% | 205 | +2,341 | 11.77% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 21,544 | 633 | 0.03% | 0.02% | 207 | +1,284 | 6.34% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Added to | 21,563 | 633 | 0.03% | 0.03% | 206 | +50 | 0.23% | Q2 2026 | Jul 20, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 21,347 | 627 | 0.46% | 0.33% | 208 | +6,530 | 44.07% | Q2 2026 | Jul 31, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 21,256 | 624 | 0.42% | 1.97% | 209 | -126,998 | -85.66% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 20,776 | 610 | 0.01% | 0.01% | 210 | +1,105 | 5.62% | Q2 2026 | Aug 10, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 20,553 | 604 | 0.19% | 0.22% | 211 | -2,427 | -10.56% | Q2 2026 | Jul 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 23,209 | 593 | 0.22% | 0.22% | 212 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SMITH, MOORE & CO. | History | Added to | 19,629 | 577 | 0.04% | 0.03% | 213 | +1,424 | 7.82% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 18,878 | 555 | 0.04% | 0.04% | 214 | -924 | -4.67% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,267 | 537 | 0.0% | 0.0% | 215 | +1,534 | 9.17% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 17,819 | 523 | 0.02% | 0.02% | 216 | +435 | 2.5% | Q2 2026 | Jul 24, 2026 |
| Bluespring Wealth Management, LLC | History | New | 17,738 | 521 | 0.01% | — | 217 | +17,738 | New | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 17,758 | 518 | 0.04% | 0.03% | 218 | +4,719 | 36.19% | Q2 2026 | Jul 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 17,386 | 511 | 0.05% | 0.09% | 219 | -14,864 | -46.09% | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | New | 17,146 | 504 | 0.02% | — | 220 | +17,146 | New | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 17,093 | 502 | 0.02% | 0.02% | 221 | -64 | -0.37% | Q2 2026 | Jul 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 17,131 | 500 | 0.03% | 0.03% | 222 | -343 | -1.96% | Q2 2026 | Jul 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 16,553 | 486 | 0.02% | 0.02% | 224 | +4,875 | 41.75% | Q2 2026 | Jul 21, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 16,564 | 486 | 0.12% | 0.13% | 223 | -60 | -0.36% | Q2 2026 | Jul 20, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 16,172 | 475 | 0.13% | 0.12% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 16,015 | 470 | 0.01% | — | 226 | +16,015 | New | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 15,974 | 469 | 0.03% | 0.03% | 227 | -470 | -2.86% | Q2 2026 | Jul 08, 2026 |
| MSH Capital Advisors LLC | History | New | 15,485 | 455 | 0.08% | — | 228 | +15,485 | New | Q2 2026 | Aug 10, 2026 |
| Ignite Planners, LLC | History | Added to | 15,342 | 451 | 0.06% | 0.06% | 229 | +67 | 0.44% | Q2 2026 | Jul 23, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 14,926 | 438 | 0.19% | — | 230 | +14,926 | New | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | New | 14,795 | 434 | 0.04% | — | 231 | +14,795 | New | Q2 2026 | Aug 06, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 14,404 | 430 | 0.01% | 0.0% | 232 | +6,547 | 83.33% | Q2 2026 | Aug 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 13,882 | 408 | 0.05% | 0.03% | 233 | +3,740 | 36.88% | Q2 2026 | Jul 09, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 13,544 | 398 | 0.19% | 0.16% | 234 | +417 | 3.18% | Q2 2026 | Aug 14, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 13,368 | 393 | 0.06% | 0.08% | 235 | -3,526 | -20.87% | Q2 2026 | Aug 10, 2026 |
| Tortuga Wealth Management, Inc | History | Added to | 13,225 | 388 | 0.29% | 0.27% | 236 | +2,000 | 17.82% | Q2 2026 | Jul 30, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 13,127 | 385 | 0.21% | 0.19% | 237 | +895 | 7.32% | Q2 2026 | Jul 27, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 12,365 | 363 | 0.1% | 0.1% | 238 | +241 | 1.99% | Q2 2026 | Aug 03, 2026 |
| SHP Wealth Management | History | No change | 12,285 | 361 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,155 | 357 | 0.0% | 0.0% | 240 | +270 | 2.27% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 11,769 | 345 | 0.0% | 0.0% | 241 | +794 | 7.23% | Q2 2026 | Jul 24, 2026 |
| Element Wealth, LLC | History | Reduced | 11,654 | 342 | 0.13% | 0.14% | 242 | -1,859 | -13.76% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | Added to | 11,023 | 324 | 0.04% | 0.04% | 243 | +893 | 8.82% | Q2 2026 | Aug 12, 2026 |
| Chris Bulman Inc | History | Added to | 10,147 | 298 | 0.11% | 0.11% | 244 | +17 | 0.17% | Q2 2026 | Jul 22, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 10,117 | 297 | 0.05% | — | 245 | +10,117 | New | Q2 2026 | Jul 16, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 9,918 | 291 | 0.2% | 0.19% | 246 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 9,749 | 286 | 0.11% | 0.18% | 247 | -6,031 | -38.22% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 9,450 | 277 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alessandra Capital Management, LLC | History | No change | 9,400 | 276 | 0.2% | 0.2% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 9,358 | 275 | 0.08% | 0.08% | 250 | +66 | 0.71% | Q2 2026 | Jul 24, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 9,331 | 274 | 0.02% | — | 253 | +9,331 | New | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | New | 9,329 | 274 | 0.0% | — | 252 | +9,329 | New | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,323 | 274 | 0.0% | 0.0% | 251 | +7,752 | 493.44% | Q2 2026 | Aug 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 9,173 | 273 | 0.07% | 0.07% | 254 | +230 | 2.57% | Q2 2026 | Jul 30, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 9,199 | 270 | 0.02% | 0.02% | 255 | +507 | 5.83% | Q2 2026 | Jul 20, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 9,125 | 268 | 0.2% | 0.2% | 256 | +200 | 2.24% | Q2 2026 | Jul 28, 2026 |
| PFG Advisors | History | Added to | 8,985 | 264 | 0.01% | 0.01% | 257 | +350 | 4.05% | Q2 2026 | Jul 16, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 8,869 | 260 | 0.04% | 0.04% | 258 | -302 | -3.29% | Q2 2026 | Jul 14, 2026 |
| Nuveen, LLC | History | New | 8,734 | 256 | 0.0% | — | 260 | +8,734 | New | Q2 2026 | Aug 11, 2026 |
| Core Wealth Advisors, Inc. | History | New | 8,716 | 256 | 0.05% | — | 259 | +8,716 | New | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,679 | 255 | 0.0% | 0.0% | 261 | -14,073 | -61.85% | Q2 2026 | Aug 05, 2026 |
| Synergy Asset Management, LLC | History | New | 8,588 | 252 | 0.02% | — | 262 | +8,588 | New | Q2 2026 | Jul 22, 2026 |
| Inspire Advisors, LLC | History | New | 8,490 | 249 | 0.02% | — | 263 | +8,490 | New | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 8,462 | 248 | 0.03% | — | 264 | +8,462 | New | Q2 2026 | Jul 27, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 8,188 | 240 | 0.14% | 0.15% | 265 | +56 | 0.69% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,069 | 237 | 0.0% | 0.0% | 266 | +7,982 | 9174.71% | Q2 2026 | Aug 06, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 8,052 | 236 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mattern Wealth Management LLC | History | New | 8,000 | 235 | 0.04% | — | 268 | +8,000 | New | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | New | 7,978 | 234 | 0.01% | — | 269 | +7,978 | New | Q2 2026 | Aug 06, 2026 |
| Prospect Financial Services LLC | History | New | 7,966 | 234 | 0.12% | — | 270 | +7,966 | New | Q2 2026 | Aug 06, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | New | 7,872 | 231 | 0.14% | — | 271 | +7,872 | New | Q2 2026 | Jul 15, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 7,697 | 226 | 0.15% | 0.2% | 272 | -2,494 | -24.47% | Q2 2026 | Jul 22, 2026 |
| Koshinski Asset Management, Inc. | History | New | 7,610 | 223 | 0.01% | — | 273 | +7,610 | New | Q2 2026 | Jul 27, 2026 |
| Treasure Coast Financial Planning | History | New | 7,576 | 222 | 0.11% | — | 274 | +7,576 | New | Q2 2026 | Jul 29, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 7,519 | 221 | 0.09% | 0.08% | 275 | -1,300 | -14.74% | Q2 2026 | Jul 29, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | New | 7,500 | 220 | 0.01% | — | 276 | +7,500 | New | Q2 2026 | Sep 11, 2026 |
| NWF Advisory Services Inc. | History | New | 7,200 | 211 | 0.02% | — | 277 | +7,200 | New | Q2 2026 | Jul 29, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 7,244 | 207 | 0.04% | 0.05% | 278 | -573 | -7.33% | Q2 2026 | Jul 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 7,000 | 205 | 0.04% | 0.1% | 279 | -9,794 | -58.32% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 6,864 | 201 | 0.01% | — | 280 | +6,864 | New | Q2 2026 | Aug 11, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 6,814 | 200 | 0.08% | — | 281 | +6,814 | New | Q2 2026 | Jul 30, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 6,464 | 190 | 0.01% | 0.01% | 282 | +112 | 1.76% | Q2 2026 | Aug 06, 2026 |
| Catherine Avery Investment Management LLC | History | New | 6,443 | 189 | 0.08% | — | 283 | +6,443 | New | Q2 2026 | Jul 27, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 6,100 | 179 | 0.06% | 0.03% | 284 | +1,931 | 46.32% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 5,413 | 159 | 0.01% | 0.01% | 285 | -1,607 | -22.89% | Q2 2026 | Jul 21, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 5,364 | 157 | 0.09% | 0.04% | 286 | +3,052 | 132.01% | Q2 2026 | Aug 07, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5,094 | 149 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 4,600 | 135 | 0.04% | 0.04% | 288 | -275 | -5.64% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | Added to | 4,521 | 132 | 0.0% | 0.0% | 289 | +182 | 4.19% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 4,500 | 132 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | Added to | 4,243 | 124 | 0.0% | 0.0% | 291 | +1,050 | 32.88% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF VERMONT | History | New | 3,944 | 115 | 0.0% | — | 292 | +3,944 | New | Q2 2026 | Aug 07, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 3,881 | 114 | 0.02% | 0.02% | 293 | +164 | 4.41% | Q2 2026 | Jul 24, 2026 |
| Cape Investment Advisory, Inc. | History | New | 3,655 | 107 | 0.03% | — | 294 | +3,655 | New | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,332 | 97 | 0.0% | 0.0% | 295 | +33 | 1.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,200 | 94 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 2,072 | 60 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,053 | 60 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,000 | 58 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,373 | 40 | 0.02% | 0.02% | 300 | -23 | -1.65% | Q2 2026 | Aug 13, 2026 |