EXCHANGE TRADED CONCEPTS TRUST - ROBO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 895,257 | 76,687 | 0.0% | 0.0% | 1 | +138,515 | 18.3% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 878,150 | 75,222 | 0.01% | 0.01% | 2 | +29,397 | 3.46% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 480,227 | 41,136 | 0.02% | 0.02% | 3 | -5,327 | -1.1% | Q2 2026 | Aug 12, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 399,979 | 34,262 | 0.58% | 0.95% | 4 | -341,123 | -46.03% | Q2 2026 | Jul 10, 2026 |
| LPL Financial LLC | History | Added to | 391,443 | 33,531 | 0.01% | 0.01% | 5 | +56,181 | 16.76% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 265,418 | 22,735 | 0.01% | 0.01% | 6 | +14,307 | 5.7% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 262,465 | 22,474 | 0.0% | 0.0% | 7 | +148,330 | 129.96% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 223,445 | 19,141 | 0.0% | 0.0% | 8 | +21,309 | 10.54% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 217,296 | 18,613 | 1.13% | 0.03% | 9 | +210,454 | 3075.91% | Q2 2026 | Jul 13, 2026 |
| Gray Foundation | History | No change | 205,000 | 17,560 | 3.87% | 3.54% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 202,125 | 17,314 | 2.28% | 1.94% | 11 | -826 | -0.41% | Q2 2026 | Aug 12, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 175,324 | 15,018 | 2.28% | 2.21% | 12 | -7,521 | -4.11% | Q2 2026 | Jul 16, 2026 |
| Corient Private Wealth LP | History | Reduced | 173,193 | 14,835 | 0.02% | 0.02% | 13 | -7,491 | -4.15% | Q2 2026 | Aug 27, 2026 |
| Carmel Capital Management L.L.C. | History | Added to | 100,490 | 8,607 | 1.89% | 1.94% | 14 | +1,550 | 1.57% | Q2 2026 | Jul 23, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 94,395 | 8,085 | 0.79% | 0.65% | 15 | +7,350 | 8.44% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 81,419 | 6,974 | 0.01% | 0.01% | 16 | +1,744 | 2.19% | Q2 2026 | Jul 29, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 79,742 | 6,830 | 0.1% | 0.09% | 17 | -139 | -0.17% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 76,964 | 6,590 | 0.0% | 0.0% | 18 | +1,462 | 1.94% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 73,646 | 6,308 | 0.08% | 0.07% | 19 | +1,230 | 1.7% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 72,965 | 6,251 | 0.01% | 0.01% | 20 | +9,618 | 15.18% | Q2 2026 | Aug 14, 2026 |
| Black Swift Group, LLC | History | Added to | 71,460 | 6,121 | 0.88% | 0.77% | 21 | +6,920 | 10.72% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 68,412 | 5,860 | 0.0% | 0.0% | 22 | +10,915 | 18.98% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 64,536 | 5,528 | 0.01% | 0.0% | 23 | +4,584 | 7.65% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | New | 61,382 | 5,257 | 0.0% | — | 24 | +61,382 | New | Q2 2026 | Sep 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 57,794 | 4,950 | 0.05% | 0.05% | 25 | -319 | -0.55% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 52,295 | 4,479 | 0.01% | 0.01% | 26 | -2,295 | -4.2% | Q2 2026 | Aug 19, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 51,464 | 4,407 | 0.01% | 0.0% | 27 | +49,249 | 2223.43% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 50,800 | 4,351 | 0.0% | 0.0% | 28 | -80,919 | -61.43% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 50,002 | 4,283 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BIP Wealth, LLC | History | Added to | 49,257 | 4,219 | 0.12% | 0.13% | 30 | +1,085 | 2.25% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 48,465 | 4,152 | 0.01% | 0.01% | 31 | -4,809 | -9.03% | Q2 2026 | Jul 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 47,623 | 4,079 | 0.04% | 0.04% | 32 | +1,875 | 4.1% | Q2 2026 | Aug 03, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 42,826 | 3,668 | 0.36% | 0.42% | 33 | -10,680 | -19.96% | Q2 2026 | Jul 31, 2026 |
| CITIGROUP INC | History | Added to | 42,654 | 3,653 | 0.0% | 0.0% | 34 | +292 | 0.69% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 41,456 | 3,551 | 0.01% | 0.0% | 35 | +4,484 | 12.13% | Q2 2026 | Aug 13, 2026 |
| Eagle Strategies LLC | History | Added to | 41,306 | 3,538 | 0.35% | 0.33% | 36 | +1,357 | 3.4% | Q2 2026 | Jul 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 37,436 | 3,206 | 1.32% | 1.25% | 37 | -263 | -0.7% | Q2 2026 | Aug 07, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 37,150 | 3,182 | 1.81% | 1.52% | 38 | +4,013 | 12.11% | Q2 2026 | Jul 15, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 36,306 | 3,109 | 1.67% | 1.07% | 39 | +11,934 | 48.97% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | Reduced | 35,488 | 3,039 | 0.0% | 0.0% | 40 | -618 | -1.71% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 32,069 | 2,746 | 0.01% | 0.01% | 41 | -727 | -2.22% | Q2 2026 | Aug 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,324 | 2,683 | 0.0% | 0.0% | 42 | +1,133 | 3.75% | Q2 2026 | Aug 03, 2026 |
| Hyposwiss Advisors SA | History | Reduced | 31,006 | 2,655 | 2.52% | 2.34% | 43 | -3,660 | -10.56% | Q2 2026 | Jul 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 30,462 | 2,609 | 0.11% | 0.15% | 44 | -36,830 | -54.73% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 29,730 | 2,546 | 0.02% | 0.02% | 45 | -364 | -1.21% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,661 | 2,540 | 0.01% | 0.01% | 46 | +830 | 2.88% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | Reduced | 28,724 | 2,460 | 0.03% | 0.03% | 47 | -467 | -1.6% | Q2 2026 | Aug 12, 2026 |
| Anson Capital, Inc. | History | Added to | 28,608 | 2,450 | 1.59% | 0.15% | 48 | +25,324 | 771.13% | Q2 2026 | Jul 29, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 28,106 | 2,407 | 0.15% | 0.15% | 49 | +308 | 1.11% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 27,321 | 2,340 | 0.0% | 0.0% | 50 | +18,108 | 196.55% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 26,007 | 2,227 | 0.01% | 0.0% | 51 | +13,556 | 108.87% | Q2 2026 | Aug 11, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 25,976 | 2,225 | 0.19% | 0.17% | 52 | -502 | -1.9% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 25,458 | 2,180 | 0.01% | 0.0% | 53 | +20,340 | 397.42% | Q2 2026 | Aug 13, 2026 |
| Curbstone Financial Management Corp | History | Added to | 25,206 | 2,159 | 0.37% | 0.33% | 54 | +40 | 0.16% | Q2 2026 | Jul 14, 2026 |
| Bank OZK | History | Reduced | 23,732 | 2,032 | 0.6% | 0.57% | 55 | -25 | -0.11% | Q2 2026 | Aug 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 23,360 | 2,001 | 0.01% | — | 56 | +23,360 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,266 | 1,992 | 0.0% | 0.0% | 57 | +1,249 | 5.67% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 22,534 | 1,930 | 0.02% | 0.02% | 58 | +1,421 | 6.73% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 22,433 | 1,921 | 0.0% | 0.0% | 59 | -12,207 | -35.24% | Q2 2026 | Sep 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 21,811 | 1,868 | 0.0% | 0.0% | 60 | +4,159 | 23.56% | Q2 2026 | Aug 13, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 21,793 | 1,866 | 0.03% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 21,225 | 1,818 | 0.04% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 21,030 | 1,801 | 2.32% | 2.16% | 63 | +2 | 0.01% | Q2 2026 | Jul 29, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 20,513 | 1,757 | 0.11% | 0.1% | 64 | -320 | -1.54% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,629 | 1,681 | 0.01% | 0.0% | 65 | +9,107 | 86.55% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 19,038 | 1,630 | 0.01% | 0.01% | 66 | +5,496 | 40.58% | Q2 2026 | Aug 17, 2026 |
| Stegent Equity Advisors, Inc. | History | New | 18,923 | 1,620 | 1.16% | — | 67 | +18,923 | New | Q2 2026 | Jul 29, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 18,691 | 1,601 | 0.26% | 0.25% | 68 | -20 | -0.11% | Q2 2026 | Jul 24, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 17,739 | 1,519 | 0.16% | 0.16% | 69 | -1,440 | -7.51% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 17,705 | 1,516 | 0.02% | 0.01% | 70 | -258 | -1.44% | Q2 2026 | Aug 03, 2026 |
| VVR Holdings LLC | History | Added to | 16,857 | 1,443 | 0.62% | 0.36% | 71 | +6,687 | 65.75% | Q2 2026 | Jul 15, 2026 |
| Generation Capital Management LLC | History | New | 15,900 | 1,361 | 0.84% | — | 72 | +15,900 | New | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 15,072 | 1,291 | 0.0% | 0.0% | 73 | +693 | 4.82% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Reduced | 14,345 | 1,228 | 0.01% | 0.03% | 74 | -206 | -1.42% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,800 | 1,182 | 0.0% | 0.0% | 75 | +4,158 | 43.12% | Q2 2026 | Aug 07, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | New | 13,689 | 1,172 | 0.02% | — | 76 | +13,689 | New | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL PLC | History | New | 13,453 | 1,152 | 0.01% | — | 77 | +13,453 | New | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 13,045 | 1,117 | 0.03% | 0.02% | 78 | +860 | 7.06% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 13,001 | 1,113 | 0.0% | 0.0% | 79 | +1,952 | 17.67% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,002 | 1,113 | 0.0% | 0.0% | 80 | +1 | 0.01% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 12,940 | 1,108 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 12,483 | 1,069 | 0.53% | 0.51% | 82 | -800 | -6.02% | Q2 2026 | Aug 10, 2026 |
| James J. Burns & Company, LLC | History | Added to | 12,395 | 1,061 | 0.11% | 0.11% | 83 | +364 | 3.03% | Q2 2026 | Aug 06, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 12,296 | 1,053 | 0.0% | 0.0% | 84 | +144 | 1.18% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 12,103 | 1,034 | 0.0% | 0.0% | 85 | -29 | -0.24% | Q2 2026 | Jul 27, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 11,530 | 987 | 0.0% | 0.0% | 86 | -5,563 | -32.55% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 11,349 | 972 | 0.0% | 0.0% | 87 | -1,326 | -10.46% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 11,322 | 969 | 0.01% | 0.01% | 88 | +2,648 | 30.53% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 10,369 | 888 | 0.05% | 0.05% | 89 | +295 | 2.93% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | Added to | 9,858 | 844 | 0.03% | 0.02% | 90 | +688 | 7.5% | Q2 2026 | Jul 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,779 | 837 | 0.02% | 0.02% | 91 | -2,849 | -22.56% | Q2 2026 | Aug 14, 2026 |
| Objectivity Squared, LLC | History | No change | 9,715 | 832 | 0.47% | 0.42% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 9,636 | 825 | 0.0% | 0.0% | 93 | +1,722 | 21.76% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,493 | 787 | 0.0% | 0.0% | 94 | +2,582 | 37.36% | Q2 2026 | Jul 15, 2026 |
| Tidal Investments LLC | History | New | 8,696 | 744 | 0.0% | — | 95 | +8,696 | New | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 8,655 | 741 | 0.03% | 0.03% | 96 | -151 | -1.71% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | Reduced | 10,362 | 709 | 0.01% | 0.01% | 97 | -118 | -1.13% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,998 | 685 | 0.0% | 0.0% | 98 | +170 | 2.17% | Q2 2026 | Aug 12, 2026 |
| Greenwich Wealth Management LLC | History | No change | 7,939 | 680 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 7,929 | 679 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 7,759 | 665 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Reduced | 7,752 | 664 | 0.01% | 0.01% | 102 | -156 | -1.97% | Q2 2026 | Jul 27, 2026 |
| Aspiring Ventures, LLC | History | No change | 7,500 | 642 | 0.16% | 0.16% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,483 | 640 | 0.06% | 0.05% | 104 | -76 | -1.01% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,400 | 633 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Reduced | 7,282 | 623 | 0.0% | 0.0% | 106 | -2,874 | -28.3% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 7,255 | 621 | 0.01% | — | 107 | +7,255 | New | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,241 | 620 | 0.0% | 0.0% | 108 | +1,141 | 18.7% | Q2 2026 | Aug 05, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 7,151 | 612 | 0.0% | 0.0% | 109 | -365 | -4.86% | Q2 2026 | Aug 03, 2026 |
| Financial Freedom, LLC | History | No change | 7,151 | 612 | 0.28% | 0.24% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,136 | 611 | 0.0% | 0.0% | 111 | +2,449 | 52.25% | Q2 2026 | Aug 05, 2026 |
| Creekside Partners | History | No change | 7,114 | 609 | 0.22% | 0.2% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CERTUITY, LLC | History | No change | 6,978 | 597 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,973 | 581 | 0.0% | 0.0% | 114 | -66 | -0.94% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | New | 6,780 | 580 | 0.0% | — | 115 | +6,780 | New | Q2 2026 | Aug 14, 2026 |
| Financial Management, Inc. | History | No change | 6,595 | 564 | 0.46% | 0.42% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIMA LLC | History | New | 6,394 | 547 | 0.53% | — | 117 | +6,394 | New | Q2 2026 | Jul 24, 2026 |
| Summit Asset Management, LLC | History | Reduced | 6,375 | 546 | 0.07% | 0.06% | 118 | -89 | -1.38% | Q2 2026 | Aug 06, 2026 |
| Avestar Capital, LLC | History | New | 6,280 | 537 | 0.03% | — | 119 | +6,280 | New | Q2 2026 | Jul 29, 2026 |
| Wedmont Private Capital | History | Added to | 6,420 | 532 | 0.01% | 0.02% | 120 | +20 | 0.31% | Q2 2026 | Jul 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,096 | 522 | 0.0% | 0.0% | 121 | +2,915 | 91.64% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 5,905 | 506 | 0.0% | 0.0% | 122 | -132 | -2.19% | Q2 2026 | Aug 14, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 6,501 | 506 | 0.33% | 0.36% | 123 | +23 | 0.36% | Q2 2026 | Aug 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | New | 5,900 | 505 | 0.0% | — | 124 | +5,900 | New | Q2 2026 | Jul 20, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,878 | 503 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,737 | 491 | 0.0% | 0.0% | 126 | -14,468 | -71.61% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,746 | 491 | 0.0% | 0.0% | 127 | +613 | 11.94% | Q2 2026 | Jul 17, 2026 |
| Kovack Advisors, Inc. | History | New | 5,692 | 487 | 0.02% | — | 128 | +5,692 | New | Q2 2026 | Jul 28, 2026 |
| AlTi Global, Inc. | History | No change | 5,665 | 485 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 5,636 | 482 | 0.12% | 0.1% | 130 | +1,837 | 48.35% | Q2 2026 | Jul 24, 2026 |
| Brookwood Investment Group LLC | History | Added to | 5,364 | 459 | 0.05% | 0.04% | 131 | +709 | 15.23% | Q2 2026 | Jul 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 5,354 | 458 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,316 | 455 | 0.01% | 0.01% | 133 | -196 | -3.56% | Q2 2026 | Aug 14, 2026 |
| CHICAGO TRUST Co NA | History | No change | 5,300 | 453 | 0.07% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 5,211 | 446 | 0.02% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 5,218 | 446 | 0.05% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,123 | 438 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,967 | 425 | 0.0% | 0.0% | 138 | -865 | -14.83% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | Added to | 4,959 | 424 | 0.02% | 0.02% | 139 | +202 | 4.25% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 4,843 | 414 | 0.0% | 0.0% | 140 | +211 | 4.56% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | Added to | 4,688 | 401 | 0.18% | 0.08% | 141 | +2,408 | 105.61% | Q2 2026 | Jul 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 4,658 | 398 | 0.04% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 4,596 | 393 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,535 | 388 | 0.0% | 0.0% | 144 | -1,772 | -28.1% | Q2 2026 | Jul 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 4,458 | 381 | 0.01% | 0.02% | 145 | +1,189 | 36.37% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | Added to | 4,403 | 377 | 0.03% | 0.02% | 146 | +123 | 2.87% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | No change | 4,350 | 372 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bluespring Wealth Management, LLC | History | New | 4,247 | 363 | 0.01% | — | 148 | +4,247 | New | Q2 2026 | Aug 11, 2026 |
| MATAURO, LLC | History | No change | 4,128 | 353 | 0.05% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Financial Network, Inc. | History | New | 4,112 | 352 | 0.01% | — | 150 | +4,112 | New | Q2 2026 | Jul 09, 2026 |
| Belvedere Trading LLC | History | New | 4,100 | 351 | 0.0% | — | 152 | +4,100 | New | Q2 2026 | Jul 31, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 4,099 | 351 | 0.05% | — | 153 | +4,099 | New | Q2 2026 | Aug 13, 2026 |
| M3 Advisory Group, LLC | History | Added to | 4,101 | 351 | 0.18% | 0.17% | 151 | +49 | 1.21% | Q2 2026 | Jul 24, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 4,051 | 347 | 0.02% | — | 154 | +4,051 | New | Q2 2026 | Jul 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 4,026 | 344 | 0.01% | — | 155 | +4,026 | New | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | History | No change | 3,933 | 336 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forum Finance Group S.A. | History | No change | 4,825 | 334 | 0.12% | 0.14% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,850 | 329 | 0.0% | 0.0% | 158 | -2,508 | -39.45% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 3,818 | 327 | 0.02% | 0.02% | 159 | +85 | 2.28% | Q2 2026 | Aug 06, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 3,791 | 324 | 0.08% | 0.07% | 160 | -150 | -3.81% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,779 | 323 | 0.0% | 0.0% | 161 | +132 | 3.62% | Q2 2026 | Aug 12, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 3,680 | 315 | 0.09% | 0.07% | 162 | +600 | 19.48% | Q2 2026 | Aug 06, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 3,671 | 314 | 0.04% | 0.04% | 163 | +108 | 3.03% | Q2 2026 | Jul 15, 2026 |
| Vigilare Wealth Management | History | No change | 3,668 | 314 | 0.1% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 3,661 | 313 | 0.08% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Columbus Macro, LLC | History | Added to | 3,586 | 307 | 0.03% | 0.02% | 166 | +485 | 15.64% | Q2 2026 | Jul 22, 2026 |
| Nova Wealth Management, Inc. | History | New | 3,504 | 300 | 0.17% | — | 167 | +3,504 | New | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,473 | 297 | 0.0% | 0.0% | 168 | +2,527 | 267.12% | Q2 2026 | Aug 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 3,400 | 291 | 0.08% | — | 170 | +3,400 | New | Q2 2026 | Aug 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,405 | 291 | 0.01% | 0.01% | 169 | +100 | 3.03% | Q2 2026 | Aug 04, 2026 |
| Bauman Advisory Group, LLC | History | New | 3,374 | 289 | 0.15% | — | 172 | +3,374 | New | Q2 2026 | Aug 04, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 3,375 | 289 | 0.17% | 0.15% | 171 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 3,353 | 287 | 0.0% | 0.0% | 173 | +7 | 0.21% | Q2 2026 | Aug 18, 2026 |
| Western Wealth Management, LLC | History | Reduced | 3,305 | 283 | 0.01% | 0.01% | 174 | -144 | -4.18% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Counsel, LLC | History | New | 3,279 | 280 | 0.03% | — | 175 | +3,279 | New | Q2 2026 | Jul 15, 2026 |
| KINTRA WEALTH, LLC | History | No change | 3,258 | 276 | 0.01% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 3,217 | 275 | 0.16% | 0.14% | 178 | +145 | 4.72% | Q2 2026 | Jul 21, 2026 |
| Capital Square, LLC | History | Reduced | 3,325 | 275 | 0.12% | 0.12% | 177 | -20 | -0.6% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 3,084 | 264 | 0.02% | — | 179 | +3,084 | New | Q2 2026 | Jul 08, 2026 |
| Mission Financial Group, LLC | History | New | 3,078 | 263 | 0.22% | — | 181 | +3,078 | New | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,076 | 263 | 0.0% | 0.0% | 180 | +12 | 0.39% | Q2 2026 | Sep 08, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 3,046 | 260 | 0.05% | — | 182 | +3,046 | New | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | History | No change | 3,024 | 259 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vise Technologies, Inc. | History | New | 3,021 | 258 | 0.0% | — | 184 | +3,021 | New | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,997 | 256 | 0.0% | 0.0% | 185 | -75 | -2.44% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | New | 2,977 | 255 | 0.01% | — | 186 | +2,977 | New | Q2 2026 | Aug 04, 2026 |
| W1M Asset Management Ltd | History | New | 2,950 | 252 | 0.0% | — | 188 | +2,950 | New | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 2,940 | 252 | 0.03% | — | 187 | +2,940 | New | Q2 2026 | Jul 16, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 2,892 | 247 | 0.0% | 0.0% | 189 | -635 | -18.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 2,876 | 246 | 0.0% | — | 190 | +2,876 | New | Q2 2026 | Aug 05, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | New | 2,870 | 245 | 0.05% | — | 191 | +2,870 | New | Q2 2026 | Aug 14, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 3,040 | 244 | 0.06% | 0.06% | 192 | +12 | 0.4% | Q2 2026 | Aug 06, 2026 |
| Whalen Wealth Management Inc. | History | New | 2,822 | 241 | 0.11% | — | 194 | +2,822 | New | Q2 2026 | Aug 13, 2026 |
| Cambridge Advisors Inc. | History | New | 2,821 | 241 | 0.04% | — | 193 | +2,821 | New | Q2 2026 | Jul 16, 2026 |
| Keystone Financial Group | History | New | 2,798 | 239 | 0.01% | — | 195 | +2,798 | New | Q2 2026 | Jul 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 2,762 | 236 | 0.01% | — | 196 | +2,762 | New | Q2 2026 | Aug 07, 2026 |
| Detalus Advisors, LLC | History | New | 2,745 | 235 | 0.05% | — | 197 | +2,745 | New | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,727 | 233 | 0.0% | — | 198 | +2,727 | New | Q2 2026 | Aug 13, 2026 |
| Performance Wealth Partners, LLC | History | New | 2,700 | 231 | 0.01% | — | 199 | +2,700 | New | Q2 2026 | Aug 07, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 2,700 | 231 | 0.07% | — | 200 | +2,700 | New | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 2,689 | 230 | 0.0% | — | 201 | +2,689 | New | Q2 2026 | Jul 15, 2026 |
| Ellis Investment Partners, LLC | History | New | 2,663 | 228 | 0.03% | — | 202 | +2,663 | New | Q2 2026 | Aug 05, 2026 |
| Manchester Capital Management LLC | History | No change | 2,640 | 226 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | New | 2,563 | 219 | 0.0% | — | 205 | +2,563 | New | Q2 2026 | Jul 20, 2026 |
| GR FINANCIAL GROUP, LLC | History | New | 2,563 | 219 | 0.03% | — | 206 | +2,563 | New | Q2 2026 | Aug 03, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 2,558 | 219 | 0.01% | — | 204 | +2,558 | New | Q2 2026 | Jul 07, 2026 |
| Koshinski Asset Management, Inc. | History | New | 2,545 | 218 | 0.01% | — | 207 | +2,545 | New | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | New | 2,519 | 215 | 0.0% | — | 208 | +2,519 | New | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,500 | 214 | 0.0% | 0.0% | 209 | -46,018 | -94.85% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | New | 2,469 | 210 | 0.0% | — | 210 | +2,469 | New | Q2 2026 | Aug 10, 2026 |
| McGowan Group Asset Management, Inc. | History | New | 2,448 | 209 | 0.03% | — | 211 | +2,448 | New | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 2,431 | 208 | 0.01% | 0.01% | 213 | -1,138 | -31.89% | Q2 2026 | Aug 05, 2026 |
| Smart Portfolios, LLC | History | No change | 3,050 | 208 | 0.21% | 0.21% | 212 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | No change | 3,019 | 206 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McMill Wealth Management | History | New | 2,397 | 205 | 0.05% | — | 215 | +2,397 | New | Q2 2026 | Aug 17, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 2,376 | 203 | 0.05% | — | 217 | +2,376 | New | Q2 2026 | Jul 21, 2026 |
| ETF Store, Inc. | History | New | 2,371 | 203 | 0.17% | — | 216 | +2,371 | New | Q2 2026 | Jul 29, 2026 |
| BRIGHTON JONES LLC | History | New | 2,351 | 201 | 0.0% | — | 218 | +2,351 | New | Q2 2026 | Aug 11, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | New | 2,350 | 201 | 0.09% | — | 219 | +2,350 | New | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,288 | 195 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 2,256 | 193 | 0.01% | — | 221 | +2,256 | New | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,104 | 180 | 0.0% | 0.0% | 222 | +883 | 72.32% | Q2 2026 | Aug 07, 2026 |
| Winch Advisory Services, LLC | History | No change | 1,889 | 161 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,593 | 136 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,585 | 135 | 0.02% | 0.0% | 225 | +1,057 | 200.19% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,587 | 135 | 0.0% | 0.0% | 226 | +37 | 2.39% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 1,464 | 125 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 1,380 | 118 | 0.01% | 0.01% | 228 | +570 | 70.37% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,321 | 113 | 0.0% | 0.0% | 229 | +432 | 48.59% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,301 | 111 | 0.0% | 0.0% | 230 | -29 | -2.18% | Q2 2026 | Jul 20, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,253 | 107 | 0.0% | 0.0% | 231 | +254 | 25.43% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,250 | 107 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,236 | 105 | 0.01% | 0.01% | 233 | -320 | -20.57% | Q2 2026 | Jul 22, 2026 |
| Banque Transatlantique SA | History | No change | 1,534 | 104 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Solstein Capital, LLC | History | No change | 1,175 | 100 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 85 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allied Private Wealth LLC | History | New | 1,005 | 81 | 0.05% | — | 237 | +1,005 | New | Q2 2026 | Jul 09, 2026 |
| Ancora Advisors LLC | History | Added to | 944 | 80 | 0.0% | 0.0% | 238 | +6 | 0.64% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 906 | 77 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 875 | 74 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 800 | 68 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 704 | 60 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 697 | 59 | 0.0% | 0.0% | 243 | -24,983 | -97.29% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Wealth Management LLC | History | New | 700 | 59 | 0.03% | — | 244 | +700 | New | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 600 | 51 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 600 | 51 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PFS Partners, LLC | History | No change | 600 | 51 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 556 | 47 | 0.01% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOM Asset Management Ltd | History | No change | 550 | 47 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | New | 548 | 46 | 0.0% | — | 250 | +548 | New | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 529 | 45 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 524 | 44 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 519 | 44 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Downshift Financial, LLC | History | New | 486 | 41 | 0.02% | — | 254 | +486 | New | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 475 | 40 | 0.0% | 0.0% | 255 | +400 | 533.33% | Q2 2026 | Jul 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 467 | 39 | 0.0% | 0.0% | 256 | +30 | 6.86% | Q2 2026 | Jul 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 455 | 38 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 436 | 37 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JDM Financial Group LLC | History | New | 396 | 33 | 0.01% | — | 259 | +396 | New | Q2 2026 | Aug 17, 2026 |
| Concord Wealth Partners | History | New | 377 | 32 | 0.0% | — | 260 | +377 | New | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 371 | 31 | 0.0% | — | 262 | +371 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 368 | 31 | 0.0% | 0.0% | 261 | +1 | 0.27% | Q2 2026 | Jul 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 360 | 30 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GFS Advisors, LLC | History | New | 79,718 | 29 | 0.0% | — | 265 | +79,718 | New | Q2 2026 | Aug 04, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 340 | 29 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | Added to | 337 | 28 | 0.01% | 0.0% | 266 | +16 | 4.98% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 337 | 28 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Costello Asset Management, INC | History | No change | 326 | 27 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 325 | 27 | 0.02% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 314 | 26 | 0.0% | — | 271 | +314 | New | Q2 2026 | Aug 12, 2026 |
| Bank of New Hampshire | History | No change | 304 | 26 | 0.01% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 300 | 25 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 302 | 25 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Osbon Capital Management LLC | History | No change | 281 | 24 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 292 | 24 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 230 | 19 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 223 | 19 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 222 | 19 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 212 | 18 | 0.0% | 0.0% | 280 | +141 | 198.59% | Q2 2026 | Jul 02, 2026 |
| ADIRONDACK TRUST CO | History | No change | 221 | 18 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 200 | 17 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Analysts, LLC | History | No change | 200 | 17 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 202 | 17 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 208 | 17 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 200 | 16 | 0.0% | — | 287 | +200 | New | Q2 2026 | Aug 13, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 189 | 16 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 188 | 16 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 176 | 15 | 0.0% | 0.0% | 288 | -123 | -41.14% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | New | 152 | 13 | 0.0% | — | 292 | +152 | New | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 159 | 13 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pacifica Partners Inc. | History | No change | 158 | 13 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 157 | 13 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 150 | 12 | 0.0% | — | 293 | +150 | New | Q2 2026 | Aug 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 120 | 10 | 0.0% | — | 296 | +120 | New | Q2 2026 | Aug 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 117 | 10 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Colonial Trust Advisors | History | No change | 119 | 10 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 133 | 9 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 102 | 8 | 0.0% | 0.0% | 299 | -507 | -83.25% | Q2 2026 | Aug 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roble, Belko & Company, Inc | History | No change | 87 | 7 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |