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 | No change | 895,257 | 76,687 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 878,150 | 75,222 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 480,227 | 41,136 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Annex Advisory Services, LLC | History | Added to | 429,097 | 34,525 | 0.57% | 0.58% | 4 | +29,118 | 7.28% | Q3 2026 | Oct 15, 2026 |
| LPL Financial LLC | History | No change | 391,443 | 33,531 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 265,418 | 22,735 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 262,465 | 22,474 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 223,445 | 19,141 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gray Foundation | History | No change | 205,000 | 17,560 | 3.87% | 3.87% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 197,247 | 15,870 | 2.11% | 2.28% | 10 | -4,878 | -2.41% | Q3 2026 | Nov 03, 2026 |
| Corient Private Wealth LP | History | No change | 173,193 | 14,835 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 117,767 | 9,476 | 0.02% | 0.01% | 12 | +69,302 | 142.99% | Q3 2026 | Nov 02, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 111,185 | 8,945 | 0.83% | 0.79% | 13 | +16,790 | 17.79% | Q3 2026 | Oct 23, 2026 |
| Carmel Capital Management L.L.C. | History | No change | 100,490 | 8,085 | 1.9% | 1.89% | 14 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 88,384 | 7,111 | 0.11% | 0.1% | 15 | +8,642 | 10.84% | Q3 2026 | Oct 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 76,964 | 6,590 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 80,761 | 6,498 | 0.01% | 0.01% | 17 | -658 | -0.81% | Q3 2026 | Nov 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 73,646 | 6,308 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 72,965 | 6,251 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Swift Group, LLC | History | No change | 71,460 | 6,121 | 0.88% | 0.88% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 68,412 | 5,860 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 64,536 | 5,528 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 61,382 | 5,257 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 57,794 | 4,950 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 52,295 | 4,479 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 51,464 | 4,407 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 50,800 | 4,351 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 50,002 | 4,283 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BIP Wealth, LLC | History | Added to | 51,269 | 4,125 | 0.11% | 0.12% | 29 | +2,012 | 4.08% | Q3 2026 | Oct 22, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 47,910 | 3,854 | 0.04% | 0.04% | 30 | +287 | 0.6% | Q3 2026 | Oct 20, 2026 |
| CITIGROUP INC | History | No change | 42,654 | 3,653 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 45,066 | 3,626 | 1.03% | — | 32 | +45,066 | New | Q3 2026 | Oct 02, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 44,476 | 3,578 | 0.34% | 0.36% | 33 | +1,650 | 3.85% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 41,456 | 3,551 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eagle Strategies LLC | History | Reduced | 41,102 | 3,307 | 0.32% | 0.35% | 35 | -204 | -0.49% | Q3 2026 | Oct 16, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 37,436 | 3,206 | 1.32% | 1.32% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 38,400 | 3,089 | 1.58% | 1.81% | 37 | +1,250 | 3.36% | Q3 2026 | Oct 30, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 38,031 | 3,059 | 1.58% | 1.67% | 38 | +1,725 | 4.75% | Q3 2026 | Oct 28, 2026 |
| Focus Partners Wealth | History | No change | 35,488 | 3,039 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anson Capital, Inc. | History | Added to | 36,036 | 2,899 | 1.89% | 1.59% | 40 | +7,428 | 25.96% | Q3 2026 | Oct 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 32,069 | 2,746 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 31,324 | 2,683 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Hyposwiss Advisors SA | History | Added to | 33,204 | 2,671 | 2.55% | 2.52% | 43 | +2,198 | 7.09% | Q3 2026 | Oct 26, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 30,462 | 2,609 | 0.11% | 0.11% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 29,730 | 2,546 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 28,724 | 2,460 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,203 | 2,430 | 0.01% | 0.01% | 47 | +542 | 1.83% | Q3 2026 | Nov 02, 2026 |
| MONECO ADVISORS, LLC | History | No change | 28,106 | 2,407 | 0.15% | 0.15% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 27,321 | 2,340 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 26,007 | 2,227 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 25,458 | 2,180 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank OZK | History | No change | 23,732 | 2,032 | 0.6% | 0.6% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 23,360 | 2,001 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 24,806 | 1,995 | 0.34% | 0.37% | 54 | -400 | -1.59% | Q3 2026 | Oct 21, 2026 |
| HighTower Advisors, LLC | History | No change | 23,266 | 1,992 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 22,534 | 1,930 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 22,433 | 1,921 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 21,811 | 1,868 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 21,793 | 1,866 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 21,225 | 1,818 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 20,513 | 1,757 | 0.11% | 0.11% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 21,210 | 1,706 | 2.05% | 2.32% | 62 | +180 | 0.86% | Q3 2026 | Nov 03, 2026 |
| Private Advisor Group, LLC | History | No change | 19,629 | 1,681 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 19,038 | 1,630 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fortis Group Advisors, LLC | History | No change | 18,691 | 1,601 | 0.26% | 0.26% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 17,525 | 1,410 | 0.01% | 0.02% | 66 | -180 | -1.02% | Q3 2026 | Oct 26, 2026 |
| VVR Holdings LLC | History | Added to | 17,445 | 1,403 | 0.58% | 0.62% | 67 | +588 | 3.49% | Q3 2026 | Oct 19, 2026 |
| Generation Capital Management LLC | History | No change | 15,900 | 1,361 | 0.84% | 0.84% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 16,507 | 1,328 | 0.0% | 0.0% | 69 | +1,435 | 9.52% | Q3 2026 | Nov 02, 2026 |
| Arax Advisory Partners | History | No change | 14,345 | 1,228 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acropolis Investment Management, LLC | History | New | 15,118 | 1,216 | 0.05% | — | 71 | +15,118 | New | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,800 | 1,182 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 13,689 | 1,172 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| James J. Burns & Company, LLC | History | Added to | 14,565 | 1,171 | 0.12% | 0.11% | 74 | +2,170 | 17.51% | Q3 2026 | Oct 22, 2026 |
| PRUDENTIAL PLC | History | No change | 13,453 | 1,152 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 14,141 | 1,137 | 0.01% | 0.01% | 76 | +2,819 | 24.9% | Q3 2026 | Oct 22, 2026 |
| WCG Wealth Advisors LLC | History | No change | 13,045 | 1,117 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 13,001 | 1,113 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 13,002 | 1,113 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 12,940 | 1,108 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 13,426 | 1,080 | 0.18% | 0.05% | 81 | +10,380 | 340.77% | Q3 2026 | Oct 28, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 12,296 | 1,053 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 12,893 | 1,037 | 0.01% | — | 83 | +12,893 | New | Q3 2026 | Oct 16, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 12,483 | 1,004 | 0.47% | 0.53% | 84 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 11,530 | 987 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 11,349 | 972 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 11,094 | 892 | 0.17% | 0.16% | 87 | -6,645 | -37.46% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 10,706 | 861 | 0.05% | 0.05% | 88 | +337 | 3.25% | Q3 2026 | Oct 23, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,779 | 837 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Objectivity Squared, LLC | History | No change | 9,715 | 832 | 0.47% | 0.47% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 9,636 | 825 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 9,486 | 763 | 0.6% | 1.16% | 92 | -9,437 | -49.87% | Q3 2026 | Oct 09, 2026 |
| Tidal Investments LLC | History | No change | 8,696 | 744 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 8,655 | 741 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | Added to | 9,157 | 736 | 0.03% | 0.03% | 95 | +2,179 | 31.23% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,069 | 726 | 0.0% | 0.0% | 96 | -424 | -4.47% | Q3 2026 | Oct 13, 2026 |
| Spire Wealth Management | History | Reduced | 8,884 | 714 | 0.02% | 0.03% | 97 | -974 | -9.88% | Q3 2026 | Oct 30, 2026 |
| World Investment Advisors | History | No change | 10,362 | 709 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,998 | 685 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenwich Wealth Management LLC | History | No change | 7,939 | 680 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 7,929 | 679 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 7,759 | 665 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 7,752 | 664 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aspiring Ventures, LLC | History | No change | 7,500 | 642 | 0.16% | 0.16% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 7,483 | 640 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,400 | 633 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 7,282 | 623 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,241 | 620 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Freedom, LLC | History | No change | 7,151 | 612 | 0.28% | 0.28% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,136 | 611 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creekside Partners | History | No change | 7,114 | 609 | 0.22% | 0.22% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,973 | 581 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 6,780 | 580 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management, Inc. | History | No change | 6,595 | 564 | 0.46% | 0.46% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 6,863 | 555 | 0.0% | 0.0% | 115 | -5,240 | -43.3% | Q3 2026 | Oct 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,825 | 549 | 0.01% | 0.01% | 116 | -430 | -5.93% | Q3 2026 | Oct 30, 2026 |
| Summit Asset Management, LLC | History | No change | 6,375 | 546 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VIMA LLC | History | Added to | 6,566 | 528 | 0.54% | 0.53% | 118 | +172 | 2.69% | Q3 2026 | Oct 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,096 | 522 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 6,403 | 515 | 0.13% | 0.12% | 120 | +767 | 13.61% | Q3 2026 | Nov 02, 2026 |
| Wedmont Private Capital | History | No change | 6,420 | 514 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 5,905 | 506 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | No change | 6,501 | 506 | 0.33% | 0.33% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avestar Capital, LLC | History | No change | 6,280 | 505 | 0.04% | 0.03% | 124 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 6,257 | 503 | 0.06% | 0.03% | 126 | +2,978 | 90.82% | Q3 2026 | Oct 14, 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 | No change | 5,737 | 491 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,692 | 487 | 0.02% | 0.02% | 128 | 0 | 0.0% | 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 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 5,960 | 479 | 0.22% | 0.09% | 130 | +3,610 | 153.62% | Q3 2026 | Oct 28, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 5,900 | 474 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Brookwood Investment Group LLC | History | No change | 5,364 | 459 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 5,316 | 455 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,634 | 453 | 0.0% | 0.0% | 134 | -112 | -1.95% | Q3 2026 | Oct 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 5,211 | 446 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 5,218 | 446 | 0.05% | 0.05% | 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 |
| TRUIST FINANCIAL CORP | History | Added to | 5,406 | 434 | 0.0% | 0.0% | 138 | +871 | 19.21% | Q3 2026 | Oct 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 5,354 | 430 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,967 | 425 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 4,959 | 424 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,843 | 414 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,073 | 408 | 0.01% | 0.01% | 143 | +961 | 23.37% | Q3 2026 | Oct 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 4,658 | 398 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 4,900 | 394 | 0.04% | 0.03% | 145 | +1,960 | 66.67% | Q3 2026 | Oct 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 4,596 | 393 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Noble Wealth Management PBC | History | Added to | 4,839 | 389 | 0.17% | 0.18% | 147 | +151 | 3.22% | Q3 2026 | Oct 01, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 4,458 | 381 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 4,403 | 377 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 4,247 | 363 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belvedere Trading LLC | History | No change | 4,100 | 351 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| M3 Advisory Group, LLC | History | No change | 4,101 | 351 | 0.18% | 0.18% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 4,099 | 351 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 4,350 | 350 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,026 | 344 | 0.01% | 0.01% | 155 | 0 | 0.0% | 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% | 0.12% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATAURO, LLC | History | No change | 4,128 | 332 | 0.04% | 0.05% | 158 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,850 | 329 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 3,818 | 327 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,779 | 323 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Advisors Inc. | History | Added to | 3,961 | 318 | 0.05% | 0.04% | 162 | +1,140 | 40.41% | Q3 2026 | Oct 19, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,791 | 305 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 3,740 | 300 | 0.08% | 0.09% | 164 | +60 | 1.63% | Q3 2026 | Oct 23, 2026 |
| Nova Wealth Management, Inc. | History | No change | 3,504 | 300 | 0.17% | 0.17% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,473 | 297 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vigilare Wealth Management | History | Added to | 3,690 | 296 | 0.09% | 0.1% | 167 | +22 | 0.6% | Q3 2026 | Oct 29, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 3,661 | 294 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 3,400 | 291 | 0.08% | 0.08% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berger Financial Group, Inc | History | No change | 3,405 | 291 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 3,375 | 289 | 0.17% | 0.17% | 171 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 3,587 | 288 | 0.02% | 1.13% | 172 | -213,709 | -98.35% | Q3 2026 | Oct 09, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 3,353 | 287 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Western Wealth Management, LLC | History | No change | 3,305 | 283 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Capital, LLC | History | New | 3,500 | 281 | 0.01% | — | 176 | +3,500 | New | Q3 2026 | Oct 13, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 3,498 | 281 | 0.14% | 0.15% | 175 | +124 | 3.68% | Q3 2026 | Oct 29, 2026 |
| KINTRA WEALTH, LLC | History | No change | 3,258 | 276 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 3,300 | 265 | 0.04% | 0.07% | 178 | -2,000 | -37.74% | Q3 2026 | Oct 28, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 3,084 | 264 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,076 | 263 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 3,223 | 259 | 0.15% | 0.16% | 181 | +6 | 0.19% | Q3 2026 | Nov 03, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,997 | 256 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| W1M Asset Management Ltd | History | No change | 2,950 | 252 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Square, LLC | History | Reduced | 3,123 | 251 | 0.11% | 0.12% | 184 | -202 | -6.08% | Q3 2026 | Oct 19, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,892 | 247 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 2,870 | 245 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Added to | 3,030 | 243 | 0.01% | 0.01% | 187 | +53 | 1.78% | Q3 2026 | Oct 26, 2026 |
| Mission Financial Group, LLC | History | Reduced | 3,012 | 242 | 0.19% | 0.22% | 188 | -66 | -2.14% | Q3 2026 | Oct 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,999 | 241 | 0.0% | 0.0% | 189 | -25 | -0.83% | Q3 2026 | Oct 15, 2026 |
| Keystone Financial Group | History | No change | 2,798 | 239 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 2,762 | 236 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,727 | 233 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 3,056 | 232 | 0.05% | 0.06% | 193 | +16 | 0.53% | Q3 2026 | Oct 26, 2026 |
| Performance Wealth Partners, LLC | History | No change | 2,700 | 231 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 2,770 | 222 | 0.03% | 0.03% | 195 | +107 | 4.02% | Q3 2026 | Oct 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 2,727 | 219 | 0.0% | 0.0% | 196 | +38 | 1.41% | Q3 2026 | Oct 13, 2026 |
| Merit Financial Group, LLC | History | No change | 2,563 | 219 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 2,700 | 217 | 0.06% | 0.07% | 198 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,500 | 214 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GR FINANCIAL GROUP, LLC | History | Added to | 2,655 | 213 | 0.03% | 0.03% | 200 | +92 | 3.59% | Q3 2026 | Oct 27, 2026 |
| Manchester Capital Management LLC | History | No change | 2,640 | 212 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Savant Capital, LLC | History | No change | 2,469 | 210 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRIGHTON JONES LLC | History | Added to | 2,604 | 209 | 0.0% | 0.0% | 203 | +253 | 10.76% | Q3 2026 | Nov 03, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 2,448 | 209 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 2,431 | 208 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McMill Wealth Management | History | No change | 2,397 | 205 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,539 | 204 | 0.01% | 0.01% | 207 | -6 | -0.24% | Q3 2026 | Oct 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,288 | 195 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 2,256 | 193 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,104 | 180 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Winch Advisory Services, LLC | History | No change | 1,889 | 161 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,587 | 135 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 1,676 | 134 | 0.0% | 0.0% | 213 | +375 | 28.82% | Q3 2026 | Oct 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,593 | 128 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | No change | 1,464 | 125 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,380 | 118 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,253 | 107 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banque Transatlantique SA | History | No change | 1,534 | 104 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,271 | 102 | 0.0% | 0.0% | 219 | -50 | -3.79% | Q3 2026 | Oct 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,250 | 100 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 85 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allied Private Wealth LLC | History | No change | 1,005 | 81 | 0.05% | 0.05% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MADDEN SECURITIES Corp | History | New | 1,000 | 80 | 0.02% | — | 224 | +1,000 | New | Q3 2026 | Oct 27, 2026 |
| Ancora Advisors LLC | History | No change | 944 | 80 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 906 | 72 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 875 | 70 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 800 | 68 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 704 | 60 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 697 | 59 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 700 | 59 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 600 | 51 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 615 | 49 | 0.01% | — | 232 | +615 | New | Q3 2026 | Oct 19, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 600 | 48 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| PFS Partners, LLC | History | No change | 600 | 48 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 556 | 47 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOM Asset Management Ltd | History | No change | 550 | 47 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 548 | 46 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 529 | 45 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 524 | 44 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 519 | 44 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 528 | 42 | 0.0% | 0.02% | 241 | -1,057 | -66.69% | Q3 2026 | Oct 23, 2026 |
| Downshift Financial, LLC | History | No change | 486 | 39 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 479 | 38 | 0.0% | 0.0% | 244 | +12 | 2.57% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | Reduced | 474 | 38 | 0.0% | 0.0% | 243 | -1 | -0.21% | Q3 2026 | Oct 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 455 | 38 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 436 | 37 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Latitude Advisors, LLC | History | New | 424 | 34 | 0.01% | — | 247 | +424 | New | Q3 2026 | Oct 27, 2026 |
| JDM Financial Group LLC | History | No change | 396 | 33 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 371 | 31 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | No change | 377 | 30 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 360 | 28 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SHP Wealth Management | History | No change | 337 | 28 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GK Wealth Management LLC | History | New | 345 | 27 | 0.02% | — | 255 | +345 | New | Q3 2026 | Oct 09, 2026 |
| Triumph Capital Management | History | Added to | 341 | 27 | 0.0% | 0.01% | 254 | +4 | 1.19% | Q3 2026 | Oct 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 340 | 27 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Costello Asset Management, INC | History | No change | 326 | 26 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 325 | 26 | 0.01% | 0.02% | 257 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 300 | 25 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 302 | 25 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 314 | 25 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Osbon Capital Management LLC | History | No change | 281 | 24 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New Hampshire | History | No change | 304 | 24 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| NFSG Corp | History | No change | 292 | 23 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Clayton Financial Group LLC | History | New | 249 | 20 | 0.01% | — | 264 | +249 | New | Q3 2026 | Oct 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 230 | 19 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 222 | 19 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ADIRONDACK TRUST CO | History | No change | 221 | 17 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Capital Analysts, LLC | History | No change | 200 | 17 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 212 | 17 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 223 | 17 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 200 | 16 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 202 | 16 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 208 | 16 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 176 | 15 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 188 | 15 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 175 | 14 | 0.0% | — | 276 | +175 | New | Q3 2026 | Oct 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 152 | 13 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 159 | 13 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 150 | 12 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacifica Partners Inc. | History | No change | 158 | 12 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 157 | 12 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BFC Planning, Inc. | History | No change | 145 | 12 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Colonial Trust Advisors | History | No change | 119 | 10 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 117 | 9 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 105 | 8 | 0.0% | — | 287 | +105 | New | Q3 2026 | Oct 30, 2026 |
| Westside Investment Management, Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 102 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roble, Belko & Company, Inc | History | No change | 87 | 7 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trust Co | History | No change | 79 | 6 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 79 | 6 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Accordant Advisory Group Inc | History | No change | 75 | 6 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 77 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 64 | 5 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 54 | 4 | 0.0% | — | 298 | +54 | New | Q3 2026 | Nov 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 50 | 4 | 0.0% | 0.0% | 296 | +10 | 25.0% | Q3 2026 | Oct 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 44 | 3 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NVWM, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |