INVESCO EXCHANGE-TRADED FUND TRUST - RSPT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,038,596 | 260,489 | 0.02% | 0.02% | 1 | -1,191,428 | -22.78% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,871,608 | 185,218 | 0.01% | 0.01% | 2 | +300,366 | 11.68% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,553,416 | 164,695 | 0.03% | 0.02% | 3 | +135,347 | 5.6% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 1,993,202 | 128,561 | 0.03% | 0.02% | 4 | -540 | -0.03% | Q2 2026 | Aug 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 1,742,550 | 112,394 | 4.2% | 3.31% | 5 | +46,248 | 2.73% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 1,462,261 | 94,315 | 0.01% | 0.01% | 6 | -40,913 | -2.72% | Q2 2026 | Aug 13, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 1,251,606 | 80,728 | 24.58% | 20.05% | 7 | -2,177 | -0.17% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,223,031 | 78,886 | 0.01% | 0.01% | 8 | -38,183 | -3.03% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,197,136 | 77,215 | 0.02% | 0.02% | 9 | -77,414 | -6.07% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,145,221 | 72,446 | 0.0% | 0.0% | 10 | -8,794 | -0.76% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 932,392 | 60,139 | 0.06% | 0.02% | 11 | +546,201 | 141.43% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 852,226 | 54,978 | 0.06% | 0.05% | 12 | +59,544 | 7.51% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 829,900 | 53,528 | 0.04% | 0.02% | 13 | +309,500 | 59.47% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 768,805 | 49,587 | 0.0% | 0.0% | 14 | +129,895 | 20.33% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 697,411 | 44,982 | 0.07% | 0.06% | 15 | -22,384 | -3.11% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 637,078 | 41,091 | 0.78% | 0.62% | 16 | +31,716 | 5.24% | Q2 2026 | Jul 28, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 605,866 | 39,078 | 0.49% | 0.37% | 17 | +36,979 | 6.5% | Q2 2026 | Aug 11, 2026 |
| Bouchey Financial Group, Ltd. | History | Reduced | 471,353 | 30,402 | 1.96% | 1.67% | 18 | -2,425 | -0.51% | Q2 2026 | Jul 27, 2026 |
| Quadrature Capital Ltd | History | New | 406,259 | 26,203 | 0.22% | — | 19 | +406,259 | New | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | Reduced | 395,236 | 25,492 | 1.03% | 1.09% | 20 | -54,016 | -12.02% | Q2 2026 | Aug 12, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 388,662 | 25,068 | 0.31% | 0.29% | 21 | -23,848 | -5.78% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 380,847 | 24,564 | 0.02% | 0.02% | 22 | +39,146 | 11.46% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 370,034 | 23,868 | 0.0% | 0.0% | 23 | -47,327 | -11.34% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 337,546 | 21,771 | 0.03% | 0.02% | 24 | +44,391 | 15.14% | Q2 2026 | Jul 29, 2026 |
| RFP Financial Group LLC | History | New | 315,619 | 20,357 | 9.12% | — | 25 | +315,619 | New | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 296,357 | 19,115 | 0.0% | 0.0% | 26 | +15,633 | 5.57% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 268,901 | 17,344 | 0.01% | 0.0% | 27 | +240,364 | 842.29% | Q2 2026 | Aug 12, 2026 |
| Rockport Wealth LLC | History | Added to | 267,458 | 17,251 | 2.9% | 2.0% | 28 | +25,078 | 10.35% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | Reduced | 249,025 | 16,062 | 0.02% | 0.01% | 29 | -6,781 | -2.65% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 230,180 | 14,846 | 0.18% | 0.02% | 30 | +210,268 | 1055.99% | Q2 2026 | Jul 20, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 221,316 | 14,274 | 1.07% | 0.86% | 31 | -6,837 | -3.0% | Q2 2026 | Aug 12, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 219,860 | 14,180 | 3.41% | 4.09% | 32 | -111,795 | -33.71% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 202,720 | 13,075 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 202,650 | 13,071 | 0.85% | 0.66% | 34 | +1,300 | 0.65% | Q2 2026 | Jul 06, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 199,968 | 12,897 | 0.68% | 0.5% | 35 | +18,173 | 10.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 187,823 | 12,114 | 0.09% | 0.08% | 36 | -7,798 | -3.99% | Q2 2026 | Jul 17, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 182,929 | 11,798 | 8.64% | 7.91% | 37 | -23,602 | -11.43% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 181,296 | 11,694 | 0.02% | 0.02% | 38 | +811 | 0.45% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 180,768 | 11,659 | 0.08% | 0.0% | 39 | +177,109 | 4840.37% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 174,796 | 11,274 | 0.01% | 0.01% | 40 | -16,637 | -8.69% | Q2 2026 | Aug 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 170,871 | 11,021 | 1.21% | 0.75% | 41 | +26,664 | 18.49% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 167,548 | 10,806 | 0.03% | 0.03% | 42 | -14,604 | -8.02% | Q2 2026 | Aug 13, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 161,659 | 10,427 | 4.08% | 3.25% | 43 | +4,290 | 2.73% | Q2 2026 | Jul 22, 2026 |
| HB Wealth Management, LLC | History | Reduced | 148,202 | 9,559 | 0.05% | 0.04% | 44 | -111 | -0.07% | Q2 2026 | Jul 29, 2026 |
| Activest Wealth Management | History | Reduced | 143,952 | 9,284 | 1.79% | 1.19% | 45 | -5,853 | -3.91% | Q2 2026 | Jul 16, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 143,025 | 9,225 | 2.77% | 2.35% | 46 | -2,488 | -1.71% | Q2 2026 | Aug 07, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 200,900 | 9,092 | 1.49% | 1.49% | 47 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 138,010 | 8,901 | 0.08% | 0.07% | 48 | -188 | -0.14% | Q2 2026 | Aug 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 134,444 | 8,671 | 2.19% | 1.71% | 49 | +6,188 | 4.82% | Q2 2026 | Jul 20, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 131,869 | 8,525 | 3.43% | 3.39% | 50 | -944 | -0.71% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 131,012 | 8,450 | 0.03% | 0.02% | 51 | -13,054 | -9.06% | Q2 2026 | Jul 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 185,636 | 8,401 | 0.21% | 0.21% | 52 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 126,534 | 8,161 | 2.45% | 1.89% | 53 | +1,212 | 0.97% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 126,321 | 8,147 | 0.09% | 0.08% | 54 | -109 | -0.09% | Q2 2026 | Aug 12, 2026 |
| Destination Wealth Management | History | Reduced | 125,175 | 8,073 | 0.19% | 0.15% | 55 | -5,181 | -3.97% | Q2 2026 | Aug 14, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 121,585 | 7,842 | 6.06% | 6.05% | 56 | -28,839 | -19.17% | Q2 2026 | Aug 07, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 118,157 | 7,621 | 3.52% | 2.28% | 57 | +18,954 | 19.11% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 118,100 | 7,617 | 0.03% | 0.02% | 58 | -16,729 | -12.41% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 110,326 | 7,116 | 0.41% | 0.38% | 59 | -19,029 | -14.71% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | Added to | 109,572 | 7,067 | 0.01% | 0.01% | 60 | +16,205 | 17.36% | Q2 2026 | Aug 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 108,439 | 6,994 | 0.02% | 0.02% | 61 | -17,927 | -14.19% | Q2 2026 | Aug 07, 2026 |
| Legacy Private Trust Co. | History | Reduced | 107,296 | 6,920 | 0.38% | 0.32% | 62 | -7,318 | -6.38% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 106,900 | 6,895 | 0.01% | 0.01% | 63 | -7,496 | -6.55% | Q2 2026 | Jul 28, 2026 |
| Live Oak Investment Partners | History | Reduced | 101,226 | 6,529 | 3.51% | 2.72% | 64 | -645 | -0.63% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 101,135 | 6,523 | 0.01% | 0.0% | 65 | +68,386 | 208.82% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 98,774 | 6,371 | 0.01% | 0.01% | 66 | -20,319 | -17.06% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 98,598 | 6,360 | 0.01% | 0.01% | 67 | -2,348 | -2.33% | Q2 2026 | Jul 27, 2026 |
| Sage Capital Advisors,llc | History | New | 97,770 | 6,306 | 1.31% | — | 68 | +97,770 | New | Q2 2026 | Jul 09, 2026 |
| Private Advisory Group LLC | History | New | 95,424 | 6,154 | 0.33% | — | 69 | +95,424 | New | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | Reduced | 93,508 | 6,031 | 0.01% | 0.01% | 70 | -17,343 | -15.65% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 95,883 | 6,022 | 0.01% | 0.01% | 71 | -15,679 | -14.05% | Q2 2026 | Jul 15, 2026 |
| Arch Global Advisors, LLC | History | Reduced | 93,320 | 6,019 | 2.66% | 2.24% | 72 | -1,450 | -1.53% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 90,337 | 5,826 | 0.01% | 0.01% | 73 | -7,793 | -7.94% | Q2 2026 | Aug 13, 2026 |
| Detalus Advisors, LLC | History | Reduced | 90,010 | 5,805 | 1.13% | 1.01% | 74 | -7,806 | -7.98% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | Added to | 88,210 | 5,689 | 0.0% | 0.0% | 75 | +1,477 | 1.7% | Q2 2026 | Aug 13, 2026 |
| PW Nova Financial Services LLC | History | Added to | 85,848 | 5,537 | 1.19% | 0.94% | 76 | +2,869 | 3.46% | Q2 2026 | Jul 29, 2026 |
| Walker Asset Management, LLC | History | Reduced | 85,430 | 5,510 | 2.78% | 2.14% | 77 | -1,938 | -2.22% | Q2 2026 | Jul 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 85,384 | 5,507 | 0.03% | 0.03% | 78 | -3,748 | -4.2% | Q2 2026 | Jul 20, 2026 |
| Focus Financial Network, Inc. | History | Added to | 84,835 | 5,471 | 0.17% | 0.06% | 79 | +50,131 | 144.45% | Q2 2026 | Jul 09, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 84,186 | 5,432 | 0.66% | — | 80 | +84,186 | New | Q2 2026 | Aug 12, 2026 |
| Climber Capital SA | History | Reduced | 91,216 | 5,382 | 3.29% | 2.59% | 81 | -3,954 | -4.15% | Q2 2026 | Jul 22, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 82,101 | 5,295 | 1.88% | 0.12% | 82 | +75,166 | 1083.86% | Q2 2026 | Aug 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 81,436 | 5,252 | 0.85% | 1.04% | 83 | -41,163 | -33.58% | Q2 2026 | Aug 03, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 78,716 | 5,077 | 0.06% | 0.04% | 84 | -527 | -0.67% | Q2 2026 | Jul 29, 2026 |
| Hartford Financial Management Inc. | History | No change | 78,121 | 5,038 | 1.12% | 0.9% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SYKON CAPITAL LLC | History | New | 76,957 | 4,963 | 1.53% | — | 86 | +76,957 | New | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | Added to | 76,898 | 4,959 | 0.44% | 0.32% | 87 | +1,114 | 1.47% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 75,790 | 4,888 | 0.01% | 0.01% | 88 | +8,288 | 12.28% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 78,640 | 4,863 | 0.0% | 0.0% | 89 | +11,085 | 16.41% | Q2 2026 | Aug 14, 2026 |
| Apriem Advisors | History | Added to | 72,565 | 4,680 | 0.41% | 0.31% | 90 | +1,011 | 1.41% | Q2 2026 | Aug 14, 2026 |
| Patten Group, Inc. | History | Added to | 72,033 | 4,646 | 0.72% | 0.51% | 91 | +6,975 | 10.72% | Q2 2026 | Aug 06, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 70,585 | 4,552 | 0.45% | 0.61% | 92 | -51,713 | -42.28% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 70,513 | 4,548 | 0.01% | 0.01% | 93 | -16,146 | -18.63% | Q2 2026 | Aug 19, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 68,100 | 4,392 | 0.23% | 0.19% | 94 | -306 | -0.45% | Q2 2026 | Jul 27, 2026 |
| Bawa N Mallick Trust | History | No change | 64,080 | 4,133 | 1.34% | 1.19% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 63,969 | 4,125 | 0.0% | 0.0% | 96 | +3,310 | 5.46% | Q2 2026 | Aug 13, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 63,325 | 4,084 | 0.54% | 0.4% | 97 | -55 | -0.09% | Q2 2026 | Aug 12, 2026 |
| Allen Capital Group, LLC | History | Reduced | 62,890 | 4,056 | 0.33% | 0.26% | 98 | -526 | -0.83% | Q2 2026 | Jul 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 62,717 | 4,045 | 0.45% | 0.34% | 99 | +1,026 | 1.66% | Q2 2026 | Jul 09, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 62,304 | 4,018 | 0.9% | 0.82% | 100 | -6,308 | -9.19% | Q2 2026 | Aug 10, 2026 |
| Bullock Wealth Management Group | History | Reduced | 59,731 | 3,785 | 1.64% | 1.47% | 101 | -4,341 | -6.78% | Q2 2026 | Aug 19, 2026 |
| Cerity Partners LLC | History | Reduced | 58,527 | 3,775 | 0.0% | 0.0% | 102 | -2,683 | -4.38% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 57,829 | 3,729 | 0.02% | 0.01% | 103 | -879 | -1.5% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 57,339 | 3,698 | 0.02% | 0.02% | 104 | -26,640 | -31.72% | Q2 2026 | Jul 27, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 56,334 | 3,633 | 1.23% | 0.45% | 105 | +23,885 | 73.61% | Q2 2026 | Aug 13, 2026 |
| Hills Bank & Trust Co | History | Reduced | 56,098 | 3,618 | 0.15% | 0.13% | 106 | -3,231 | -5.45% | Q2 2026 | Aug 10, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | No change | 56,054 | 3,615 | 0.68% | 0.55% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 54,721 | 3,529 | 1.02% | 0.82% | 108 | -150 | -0.27% | Q2 2026 | Jul 24, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 52,241 | 3,369 | 2.77% | 2.22% | 109 | +207 | 0.4% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 52,147 | 3,363 | 0.07% | 0.03% | 110 | +20,740 | 66.04% | Q2 2026 | Aug 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | New | 51,747 | 3,337 | 0.34% | — | 111 | +51,747 | New | Q2 2026 | Jul 24, 2026 |
| Paller Financial Services Inc | History | Reduced | 51,558 | 3,325 | 2.49% | 2.05% | 112 | -3,263 | -5.95% | Q2 2026 | Jul 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 51,236 | 3,304 | 0.1% | 0.02% | 113 | +39,256 | 327.68% | Q2 2026 | Jul 27, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 48,104 | 3,102 | 1.44% | 1.42% | 114 | -9,250 | -16.13% | Q2 2026 | Jul 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 46,879 | 3,023 | 0.34% | 0.27% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 46,319 | 2,987 | 0.08% | 0.06% | 116 | +5,401 | 13.2% | Q2 2026 | Jul 07, 2026 |
| GeoWealth Management, LLC | History | New | 46,120 | 2,974 | 0.09% | — | 117 | +46,120 | New | Q2 2026 | Jul 30, 2026 |
| Secure Asset Management, LLC | History | Reduced | 44,756 | 2,886 | 0.4% | 0.32% | 118 | -62 | -0.14% | Q2 2026 | Jul 15, 2026 |
| SCOTIA CAPITAL INC. | History | New | 43,941 | 2,834 | 0.01% | — | 119 | +43,941 | New | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 43,776 | 2,823 | 0.02% | 0.03% | 120 | -15,946 | -26.7% | Q2 2026 | Aug 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 43,550 | 2,808 | 0.28% | 0.23% | 121 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| McGuire Investment Group, LLC | History | No change | 43,032 | 2,775 | 0.24% | 0.22% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 42,879 | 2,712 | 0.08% | 0.06% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 40,892 | 2,637 | 0.0% | 0.0% | 124 | -6,425 | -13.58% | Q2 2026 | Aug 06, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 37,944 | 2,447 | 0.84% | 0.73% | 125 | -584 | -1.52% | Q2 2026 | Aug 06, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 37,197 | 2,399 | 0.32% | 0.27% | 126 | -2,846 | -7.11% | Q2 2026 | Jul 24, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 36,935 | 2,382 | 0.15% | 0.12% | 127 | -364 | -0.98% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 36,715 | 2,368 | 0.02% | 0.01% | 128 | +3,732 | 11.31% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 36,491 | 2,353 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 35,893 | 2,315 | 0.0% | 0.0% | 130 | +34,725 | 2973.03% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 35,766 | 2,306 | 0.01% | 0.01% | 131 | -791 | -2.16% | Q2 2026 | Aug 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 35,163 | 2,267 | 0.05% | 0.03% | 132 | -2,917 | -7.66% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 34,078 | 2,198 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prostatis Group LLC | History | No change | 33,855 | 2,183 | 0.51% | 0.39% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BigSur Wealth Management LLC | History | Added to | 32,300 | 2,083 | 0.5% | 0.29% | 135 | +9,800 | 43.56% | Q2 2026 | Jul 14, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 31,661 | 2,042 | 0.96% | 0.93% | 136 | -7,560 | -19.28% | Q2 2026 | Jul 21, 2026 |
| American Financial Advisors, LLC | History | Reduced | 31,641 | 2,040 | 0.25% | 0.22% | 137 | -4,791 | -13.15% | Q2 2026 | Jul 14, 2026 |
| Friedenthal Financial | History | Reduced | 31,446 | 2,028 | 0.94% | 0.92% | 138 | -8,978 | -22.21% | Q2 2026 | Jul 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 30,897 | 1,992 | 0.22% | 0.15% | 139 | +894 | 2.98% | Q2 2026 | Jul 09, 2026 |
| Diversify Advisory Services, LLC | History | New | 33,290 | 1,988 | 0.03% | — | 140 | +33,290 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 33,290 | 1,988 | 0.03% | — | 141 | +33,290 | New | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 30,746 | 1,983 | 0.01% | 0.01% | 142 | -3,935 | -11.35% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 30,214 | 1,948 | 0.01% | 0.01% | 143 | +2,329 | 8.35% | Q2 2026 | Aug 18, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 29,981 | 1,933 | 0.19% | 0.15% | 144 | -32 | -0.11% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 29,382 | 1,895 | 0.0% | 0.0% | 145 | +2,688 | 10.07% | Q2 2026 | Aug 05, 2026 |
| Monument Capital Management | History | Reduced | 29,199 | 1,883 | 0.38% | 0.36% | 146 | -2,773 | -8.67% | Q2 2026 | Jul 22, 2026 |
| Crane Advisory, LLC | History | No change | 31,040 | 1,855 | 0.27% | 0.24% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | Reduced | 27,855 | 1,796 | 0.01% | 0.01% | 148 | -2,672 | -8.75% | Q2 2026 | Aug 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 27,442 | 1,770 | 0.3% | 0.29% | 149 | +1,565 | 6.05% | Q2 2026 | Jul 28, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 25,873 | 1,668 | 0.42% | 0.33% | 150 | -312 | -1.19% | Q2 2026 | Jul 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 25,538 | 1,647 | 0.07% | 0.06% | 151 | -1,587 | -5.85% | Q2 2026 | Aug 03, 2026 |
| CMH Wealth Management LLC | History | Reduced | 25,203 | 1,625 | 0.25% | 0.2% | 152 | -962 | -3.68% | Q2 2026 | Jul 09, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 25,022 | 1,613 | 0.15% | 0.13% | 153 | -410 | -1.61% | Q2 2026 | Jul 20, 2026 |
| Bramshill Investments, LLC | History | Reduced | 25,000 | 1,612 | 0.12% | 0.14% | 154 | -10,000 | -28.57% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 24,812 | 1,600 | 0.01% | 0.01% | 155 | +1,129 | 4.77% | Q2 2026 | Aug 17, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 24,648 | 1,589 | 0.26% | 0.3% | 156 | -5,651 | -18.65% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | Reduced | 24,103 | 1,554 | 0.01% | 0.01% | 157 | -1,240 | -4.89% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 23,673 | 1,526 | 0.02% | 0.01% | 158 | +13,833 | 140.58% | Q2 2026 | Aug 04, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 23,540 | 1,518 | 0.64% | 0.52% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 22,872 | 1,475 | 0.03% | 0.02% | 160 | +105 | 0.46% | Q2 2026 | Jul 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 22,670 | 1,462 | 0.06% | 0.04% | 161 | +685 | 3.12% | Q2 2026 | Aug 14, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 22,612 | 1,458 | 0.9% | 0.67% | 162 | +3,057 | 15.63% | Q2 2026 | Jul 29, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 21,870 | 1,410 | 0.01% | 0.01% | 163 | +11 | 0.05% | Q2 2026 | Aug 13, 2026 |
| FCA CORP /TX | History | Added to | 21,860 | 1,409 | 0.35% | 0.27% | 164 | +1,084 | 5.22% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 21,801 | 1,405 | 0.0% | 0.0% | 165 | +503 | 2.36% | Q2 2026 | Aug 10, 2026 |
| Everest Financial Group LLC | History | Added to | 21,192 | 1,366 | 0.18% | 0.16% | 166 | +1 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Wealth Strategies & Associates | History | New | 20,547 | 1,325 | 0.25% | — | 167 | +20,547 | New | Q2 2026 | Jul 01, 2026 |
| CITIGROUP INC | History | Added to | 20,244 | 1,305 | 0.0% | 0.0% | 168 | +7,186 | 55.03% | Q2 2026 | Aug 03, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 19,376 | 1,249 | 0.29% | 0.35% | 169 | -11,635 | -37.52% | Q2 2026 | Jul 15, 2026 |
| Vise Technologies, Inc. | History | New | 19,305 | 1,245 | 0.01% | — | 170 | +19,305 | New | Q2 2026 | Aug 10, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 19,250 | 1,241 | 0.69% | 0.58% | 171 | -800 | -3.99% | Q2 2026 | Jul 31, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 19,182 | 1,237 | 0.0% | 0.0% | 172 | -357 | -1.83% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 19,148 | 1,235 | 0.06% | — | 173 | +19,148 | New | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | No change | 18,941 | 1,221 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 18,600 | 1,199 | 0.01% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optas, LLC | History | Reduced | 18,448 | 1,189 | 0.17% | 0.25% | 176 | -18,666 | -50.29% | Q2 2026 | Jul 21, 2026 |
| COMMERCE BANK | History | Reduced | 18,267 | 1,178 | 0.01% | 0.0% | 177 | -500 | -2.66% | Q2 2026 | Aug 12, 2026 |
| Hilltop Partners LLC | History | Reduced | 18,081 | 1,166 | 0.28% | 0.22% | 178 | -816 | -4.32% | Q2 2026 | Aug 05, 2026 |
| Simplicity Wealth,LLC | History | New | 17,721 | 1,142 | 0.04% | — | 179 | +17,721 | New | Q2 2026 | Aug 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 17,473 | 1,127 | 0.79% | 0.64% | 180 | -1,077 | -5.81% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 17,353 | 1,119 | 0.0% | 0.0% | 181 | +6 | 0.03% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 16,661 | 1,074 | 0.0% | 0.0% | 182 | +5,337 | 47.13% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | New | 16,733 | 1,065 | 0.23% | — | 183 | +16,733 | New | Q2 2026 | Jul 27, 2026 |
| Berger Financial Group, Inc | History | Reduced | 16,230 | 1,046 | 0.05% | 0.04% | 184 | -59 | -0.36% | Q2 2026 | Aug 04, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 16,200 | 1,044 | 0.43% | 0.47% | 185 | -5,250 | -24.48% | Q2 2026 | Aug 07, 2026 |
| Kaizen Financial Strategies | History | Reduced | 16,400 | 1,039 | 0.34% | 0.38% | 186 | -1,469 | -8.22% | Q2 2026 | Jul 30, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 16,000 | 1,032 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 15,570 | 1,004 | 0.44% | 0.35% | 188 | -355 | -2.23% | Q2 2026 | Jul 29, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,554 | 1,003 | 0.24% | 0.2% | 189 | +11 | 0.07% | Q2 2026 | Jul 30, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 15,820 | 1,002 | 0.05% | 0.04% | 190 | -1,402 | -8.14% | Q2 2026 | Jul 28, 2026 |
| Royal Fund Management, LLC | History | Reduced | 15,528 | 1,001 | 0.08% | 0.07% | 191 | -43 | -0.28% | Q2 2026 | Jul 20, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 15,425 | 994 | 0.27% | 0.25% | 192 | -324 | -2.06% | Q2 2026 | Jul 21, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 15,357 | 990 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 15,078 | 972 | 0.02% | — | 194 | +15,078 | New | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | Added to | 14,864 | 958 | 0.0% | 0.0% | 195 | +6,550 | 78.78% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | No change | 14,688 | 947 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | New | 14,598 | 941 | 0.01% | — | 197 | +14,598 | New | Q2 2026 | Aug 18, 2026 |
| BXM Wealth LLC | History | No change | 14,500 | 935 | 0.51% | 0.5% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 14,615 | 933 | 0.61% | — | 199 | +14,615 | New | Q2 2026 | Jul 06, 2026 |
| Kathmere Capital Management, LLC | History | No change | 14,000 | 903 | 0.05% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 13,920 | 897 | 0.3% | 0.24% | 201 | -69 | -0.49% | Q2 2026 | Jul 17, 2026 |
| SFE Investment Counsel | History | Reduced | 13,852 | 893 | 0.12% | 0.1% | 202 | -419 | -2.94% | Q2 2026 | Aug 05, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 13,822 | 891 | 0.63% | 0.74% | 203 | -5,308 | -27.75% | Q2 2026 | Jul 16, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,646 | 880 | 0.01% | 0.01% | 204 | +1,049 | 8.33% | Q2 2026 | Aug 03, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 13,590 | 876 | 0.06% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 13,578 | 875 | 0.01% | 0.01% | 206 | -2,195 | -13.92% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 13,453 | 867 | 0.01% | 0.01% | 207 | +3,853 | 40.14% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 13,325 | 859 | 0.05% | 0.05% | 208 | -337 | -2.47% | Q2 2026 | Aug 07, 2026 |
| Calamos Wealth Management LLC | History | No change | 13,270 | 855 | 0.03% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROCKLAND TRUST CO | History | No change | 13,072 | 843 | 0.03% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Orographic Financial Advisors, LLC | History | Added to | 12,760 | 836 | 0.55% | 0.41% | 211 | +4 | 0.03% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 12,766 | 823 | 0.03% | 0.02% | 212 | +1,008 | 8.57% | Q2 2026 | Jul 24, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 12,684 | 818 | 0.0% | 0.0% | 213 | -6,077 | -32.39% | Q2 2026 | Aug 13, 2026 |
| Financial Sense Advisors, Inc. | History | New | 12,567 | 810 | 0.16% | — | 214 | +12,567 | New | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | New | 12,535 | 808 | 0.0% | — | 215 | +12,535 | New | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 12,486 | 805 | 0.04% | 0.03% | 216 | +1 | 0.01% | Q2 2026 | Aug 11, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 12,437 | 802 | 0.24% | 0.18% | 217 | +204 | 1.67% | Q2 2026 | Jul 24, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 12,370 | 797 | 0.24% | 0.18% | 218 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PFG Advisors | History | Added to | 12,125 | 782 | 0.04% | 0.02% | 219 | +1,478 | 13.88% | Q2 2026 | Jul 16, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 11,693 | 778 | 0.04% | 0.04% | 220 | +8 | 0.07% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Management, LLC | History | Added to | 11,945 | 770 | 0.3% | 0.18% | 221 | +3,254 | 37.44% | Q2 2026 | Jul 20, 2026 |
| GREENLEAF TRUST | History | No change | 11,840 | 763 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 11,663 | 752 | 0.69% | 0.55% | 223 | +289 | 2.54% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 11,650 | 751 | 0.02% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aviance Capital Partners, LLC | History | No change | 11,550 | 744 | 0.08% | 0.06% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,300 | 728 | 0.0% | 0.0% | 226 | -4,100 | -26.62% | Q2 2026 | Sep 02, 2026 |
| PKS Advisory Services, LLC | History | Added to | 11,200 | 722 | 0.12% | 0.09% | 227 | +2,460 | 28.15% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,090 | 715 | 0.0% | 0.0% | 228 | +1,389 | 14.32% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 11,090 | 715 | 0.03% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 10,935 | 705 | 0.29% | 0.24% | 230 | -465 | -4.08% | Q2 2026 | Jul 21, 2026 |
| Zhang Financial LLC | History | No change | 10,890 | 702 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 10,670 | 688 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 10,622 | 685 | 0.07% | — | 233 | +10,622 | New | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | New | 10,535 | 679 | 0.0% | — | 235 | +10,535 | New | Q2 2026 | Aug 13, 2026 |
| Y.D. More Investments Ltd | History | No change | 10,540 | 679 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 10,248 | 660 | 0.06% | 0.05% | 236 | -151 | -1.45% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 10,065 | 649 | 0.05% | 0.04% | 237 | -189 | -1.84% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 10,000 | 645 | 0.03% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CWM, LLC | History | No change | 14,071 | 636 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 13,989 | 633 | 0.24% | 0.24% | 240 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 9,967 | 630 | 0.03% | 0.03% | 241 | +5 | 0.05% | Q2 2026 | Jul 14, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 9,697 | 625 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Van Diest Capital, LLC | History | Added to | 9,660 | 623 | 0.56% | 0.25% | 243 | +2,690 | 38.59% | Q2 2026 | Aug 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 9,630 | 621 | 0.0% | — | 244 | +9,630 | New | Q2 2026 | Sep 23, 2026 |
| World Investment Advisors | History | Reduced | 13,259 | 611 | 0.01% | 0.01% | 245 | -130 | -0.97% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 9,483 | 605 | 0.0% | — | 247 | +9,483 | New | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 9,394 | 605 | 0.0% | 0.0% | 246 | -15 | -0.16% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,248 | 596 | 0.0% | 0.0% | 248 | +515 | 5.9% | Q2 2026 | Aug 07, 2026 |
| IPG Investment Advisors LLC | History | No change | 9,250 | 596 | 0.09% | 0.07% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 12,987 | 587 | 0.02% | 0.06% | 250 | -15,660 | -54.67% | Q2 2026 | Jul 09, 2026 |
| FULTON BANK, N.A. | History | No change | 9,000 | 580 | 0.02% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 8,908 | 574 | 0.06% | 0.05% | 252 | -854 | -8.75% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 8,840 | 570 | 0.01% | 0.01% | 253 | -455 | -4.9% | Q2 2026 | Jul 15, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 8,831 | 569 | 0.15% | 0.12% | 254 | +1,471 | 19.99% | Q2 2026 | Jul 23, 2026 |
| Advisory Alpha, LLC | History | Reduced | 8,763 | 565 | 0.01% | 0.03% | 255 | -17,265 | -66.33% | Q2 2026 | Aug 11, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 8,700 | 561 | 0.73% | 0.57% | 256 | -400 | -4.4% | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | Added to | 8,601 | 554 | 0.04% | 0.03% | 257 | +3 | 0.03% | Q2 2026 | Aug 05, 2026 |
| Dakota Wealth Management | History | No change | 8,580 | 553 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 8,480 | 546 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,295 | 535 | 0.01% | 0.0% | 260 | +334 | 4.2% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,300 | 535 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 8,254 | 532 | 0.01% | — | 262 | +8,254 | New | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,237 | 531 | 0.03% | 0.01% | 263 | +3,440 | 71.71% | Q2 2026 | Aug 04, 2026 |
| Sunbeam Capital Management, LLC | History | New | 8,165 | 526 | 0.24% | — | 264 | +8,165 | New | Q2 2026 | Jul 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 8,114 | 523 | 0.01% | 0.01% | 265 | -353 | -4.17% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 8,056 | 519 | 0.0% | 0.0% | 266 | -3,068 | -27.58% | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 8,005 | 516 | 0.1% | 0.08% | 267 | -49 | -0.61% | Q2 2026 | Aug 14, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 7,957 | 513 | 0.46% | 0.34% | 268 | +140 | 1.79% | Q2 2026 | Jul 07, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 7,850 | 506 | 0.25% | 0.21% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,838 | 505 | 0.0% | 0.0% | 270 | -28,430 | -78.39% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 7,642 | 492 | 0.01% | 0.01% | 271 | +3,217 | 72.7% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,628 | 492 | 0.0% | 0.0% | 272 | -1 | -0.01% | Q2 2026 | Aug 12, 2026 |
| BSW Wealth Partners | History | Added to | 7,622 | 491 | 0.05% | 0.04% | 273 | +3 | 0.04% | Q2 2026 | Jul 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 7,597 | 490 | 0.01% | 0.01% | 274 | -365 | -4.58% | Q2 2026 | Aug 06, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 7,537 | 486 | 0.15% | 0.13% | 275 | -353 | -4.47% | Q2 2026 | Jul 24, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 7,541 | 486 | 0.04% | 0.04% | 276 | -26 | -0.34% | Q2 2026 | Jul 28, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 7,500 | 483 | 0.26% | 0.81% | 279 | -23,818 | -76.05% | Q2 2026 | Jul 24, 2026 |
| Marex Group Ltd | History | New | 7,500 | 483 | 0.0% | — | 280 | +7,500 | New | Q2 2026 | Aug 14, 2026 |
| Gryphon Financial Partners LLC | History | No change | 7,500 | 483 | 0.04% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oak Harvest Investment Services | History | No change | 7,500 | 483 | 0.05% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 7,480 | 482 | 0.02% | 0.02% | 281 | -100 | -1.32% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | New | 7,392 | 477 | 0.0% | — | 282 | +7,392 | New | Q2 2026 | Aug 10, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 7,340 | 473 | 0.02% | 0.01% | 284 | -300 | -3.93% | Q2 2026 | Jul 30, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,337 | 473 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,323 | 472 | 0.0% | 0.0% | 285 | +2,125 | 40.88% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | No change | 7,310 | 471 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 7,240 | 467 | 0.01% | 0.01% | 287 | -1,249 | -14.71% | Q2 2026 | Jul 27, 2026 |
| Value Investment Professionals, LLC | History | New | 7,238 | 466 | 0.39% | — | 288 | +7,238 | New | Q2 2026 | Jul 07, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 7,183 | 463 | 0.05% | 0.04% | 289 | -1 | -0.01% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,746 | 462 | 0.01% | 0.01% | 290 | +108 | 1.41% | Q2 2026 | Jul 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10,139 | 458 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 7,200 | 456 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NWF Advisory Services Inc. | History | Added to | 7,034 | 453 | 0.04% | 0.03% | 293 | +984 | 16.26% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | Reduced | 7,009 | 452 | 0.0% | 0.01% | 294 | -2,941 | -29.56% | Q2 2026 | Jul 28, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 6,997 | 451 | 0.11% | — | 296 | +6,997 | New | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,000 | 451 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | New | 6,980 | 450 | 0.0% | — | 297 | +6,980 | New | Q2 2026 | Aug 11, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 6,951 | 448 | 0.28% | 0.22% | 298 | +10 | 0.14% | Q2 2026 | Jul 21, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 6,947 | 448 | 0.13% | 0.08% | 299 | +5 | 0.07% | Q2 2026 | Jul 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 6,906 | 445 | 0.03% | 0.02% | 300 | +1,084 | 18.62% | Q2 2026 | Aug 04, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,870 | 443 | 0.04% | 0.03% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guilbault Capital LLC | History | Reduced | 6,815 | 439 | 0.44% | 0.36% | 302 | -436 | -6.01% | Q2 2026 | Jul 23, 2026 |
| WBH ADVISORY INC | History | Reduced | 6,750 | 435 | 0.03% | 0.02% | 303 | -250 | -3.57% | Q2 2026 | Aug 05, 2026 |
| SEVEN MILE ADVISORY | History | No change | 6,750 | 435 | 0.29% | 0.22% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | Added to | 6,727 | 433 | 0.02% | 0.13% | 305 | +5,727 | 572.7% | Q2 2026 | Aug 13, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 6,641 | 428 | 0.03% | 0.03% | 306 | +5 | 0.08% | Q2 2026 | Aug 10, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 6,622 | 427 | 0.16% | 0.13% | 307 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sharp Wealth Advisory, LLC | History | New | 6,579 | 424 | 0.2% | — | 308 | +6,579 | New | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 6,572 | 423 | 0.01% | 0.01% | 309 | +278 | 4.42% | Q2 2026 | Jul 31, 2026 |
| ATX Financial Planning, LLC | History | Added to | 6,517 | 420 | 0.28% | 0.22% | 310 | +2 | 0.03% | Q2 2026 | Aug 20, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 6,435 | 415 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 6,336 | 408 | 0.12% | 0.09% | 313 | +630 | 11.04% | Q2 2026 | Jul 07, 2026 |
| Purus Wealth Management, LLC | History | No change | 6,331 | 408 | 0.11% | 0.09% | 312 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Summit Financial, LLC | History | Reduced | 6,319 | 407 | 0.0% | 0.0% | 314 | -621 | -8.95% | Q2 2026 | Aug 12, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 6,300 | 406 | 0.08% | 0.06% | 315 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,200 | 399 | 0.0% | 0.0% | 318 | +1,100 | 21.57% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,190 | 399 | 0.01% | 0.01% | 316 | +1 | 0.02% | Q2 2026 | Jul 21, 2026 |
| Richard Bernstein Advisors LLC | History | No change | 8,817 | 399 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LexAurum Advisors, LLC | History | Added to | 6,109 | 394 | 0.05% | 0.03% | 319 | +363 | 6.32% | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,965 | 384 | 0.03% | 0.06% | 320 | -7,992 | -57.26% | Q2 2026 | Jul 28, 2026 |
| Allred Capital Management, LLC | History | Added to | 5,955 | 384 | 0.13% | 0.08% | 321 | +879 | 17.32% | Q2 2026 | Aug 12, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 5,951 | 383 | 0.06% | 0.05% | 322 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 5,891 | 379 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,775 | 372 | 0.0% | 0.0% | 324 | +354 | 6.53% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,723 | 369 | 0.0% | 0.0% | 325 | -113 | -1.94% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,681 | 366 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Williams & Novak, LLC | History | No change | 5,570 | 359 | 0.24% | 0.19% | 327 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 5,557 | 358 | 0.2% | 0.16% | 329 | -148 | -2.59% | Q2 2026 | Aug 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 5,559 | 358 | 0.07% | 0.06% | 328 | -38 | -0.68% | Q2 2026 | Jul 28, 2026 |
| High Point Wealth Management, LLC | History | No change | 5,485 | 353 | 0.29% | 0.24% | 330 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 5,460 | 352 | 0.11% | 0.09% | 331 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 5,442 | 351 | 0.03% | 0.02% | 332 | -150 | -2.68% | Q2 2026 | Jul 27, 2026 |
| Main Street Group, LTD | History | No change | 5,453 | 351 | 0.08% | 0.07% | 333 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PFG Investments, LLC | History | Reduced | 5,415 | 349 | 0.01% | 0.01% | 334 | -404 | -6.94% | Q2 2026 | Jul 23, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 5,355 | 345 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GODSEY & GIBB, INC | History | No change | 5,360 | 345 | 0.03% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Composition Wealth, LLC | History | No change | 5,256 | 339 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 5,234 | 337 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HEADINVEST, LLC | History | Added to | 5,117 | 330 | 0.06% | 0.04% | 339 | +500 | 10.83% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 5,030 | 324 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 5,010 | 323 | 0.0% | — | 342 | +5,010 | New | Q2 2026 | Aug 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 5,020 | 323 | 0.02% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Independent Advisor Alliance | History | Reduced | 5,000 | 322 | 0.01% | 0.27% | 344 | -540,754 | -99.08% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | No change | 5,000 | 322 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 5,001 | 322 | 0.05% | 0.04% | 345 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clayton Financial Group LLC | History | No change | 5,000 | 322 | 0.18% | 0.12% | 346 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 4,990 | 321 | 0.06% | 0.05% | 348 | +3 | 0.06% | Q2 2026 | Jul 24, 2026 |
| ASPIRIANT, LLC | History | No change | 4,986 | 321 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First National Advisers, LLC | History | No change | 4,970 | 320 | 0.04% | 0.03% | 349 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BRIGHTON JONES LLC | History | Added to | 4,935 | 318 | 0.01% | 0.0% | 350 | +1 | 0.02% | Q2 2026 | Aug 11, 2026 |
| OLIO Financial Planning | History | No change | 4,937 | 318 | 0.08% | 0.06% | 351 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,852 | 312 | 0.02% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 4,792 | 309 | 0.0% | — | 353 | +4,792 | New | Q2 2026 | Jul 28, 2026 |
| GLR Partners, LLC | History | No change | 4,750 | 306 | 0.14% | 0.12% | 354 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GM Advisory Group, LLC | History | No change | 6,756 | 305 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sankala Group LLC | History | Added to | 4,710 | 304 | 0.2% | 0.1% | 356 | +1,909 | 68.15% | Q2 2026 | Aug 18, 2026 |
| XTX Topco Ltd | History | New | 4,590 | 296 | 0.0% | — | 358 | +4,590 | New | Q2 2026 | Aug 14, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 4,600 | 296 | 0.19% | 0.15% | 357 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CX Institutional | History | Reduced | 4,525 | 292 | 0.01% | 0.02% | 360 | -12,014 | -72.64% | Q2 2026 | Jul 01, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 4,537 | 292 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,514 | 291 | 0.0% | 0.0% | 361 | +1 | 0.02% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | New | 4,421 | 285 | 0.0% | — | 362 | +4,421 | New | Q2 2026 | Jul 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 4,410 | 284 | 0.01% | — | 363 | +4,410 | New | Q2 2026 | Jul 17, 2026 |
| Triangle Securities Wealth Management | History | New | 4,405 | 284 | 0.06% | — | 364 | +4,405 | New | Q2 2026 | Jul 14, 2026 |
| Rede Wealth, LLC | History | New | 4,400 | 283 | 0.09% | — | 366 | +4,400 | New | Q2 2026 | Aug 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 4,588 | 283 | 0.0% | 0.0% | 365 | +1,150 | 33.45% | Q2 2026 | Aug 13, 2026 |
| Factor Wealth Management LTD | History | New | 4,326 | 279 | 0.04% | — | 367 | +4,326 | New | Q2 2026 | Jul 07, 2026 |
| 71 West Capital Partners | History | New | 4,300 | 277 | 0.01% | — | 368 | +4,300 | New | Q2 2026 | Aug 04, 2026 |
| Valmark Advisers, Inc. | History | New | 4,277 | 275 | 0.0% | — | 370 | +4,277 | New | Q2 2026 | Aug 06, 2026 |
| ASSOCIATED BANC-CORP | History | New | 4,268 | 275 | 0.01% | — | 369 | +4,268 | New | Q2 2026 | Jul 31, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 4,237 | 273 | 0.0% | 0.0% | 371 | -471 | -10.0% | Q2 2026 | Aug 06, 2026 |
| Williamson Legacy Group, LLC | History | Reduced | 4,232 | 272 | 0.14% | 0.19% | 372 | -1,282 | -23.25% | Q2 2026 | Aug 13, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | New | 4,200 | 270 | 0.01% | — | 373 | +4,200 | New | Q2 2026 | Aug 05, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 4,141 | 267 | 0.04% | — | 374 | +4,141 | New | Q2 2026 | Jul 10, 2026 |
| ROMANO BROTHERS AND COMPANY | History | New | 4,100 | 264 | 0.03% | — | 375 | +4,100 | New | Q2 2026 | Jul 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 4,082 | 263 | 0.0% | — | 376 | +4,082 | New | Q2 2026 | Jul 14, 2026 |
| Cornerstone Advisory, LLC | History | New | 4,060 | 261 | 0.02% | — | 377 | +4,060 | New | Q2 2026 | Jul 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 4,041 | 260 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 4,026 | 259 | 0.01% | — | 379 | +4,026 | New | Q2 2026 | Jul 29, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 4,000 | 258 | 0.03% | — | 381 | +4,000 | New | Q2 2026 | Aug 11, 2026 |
| TAGStone Capital, Inc. | History | New | 4,000 | 258 | 0.08% | — | 382 | +4,000 | New | Q2 2026 | Aug 11, 2026 |
| Clear Trail Advisors, LLC | History | New | 4,000 | 258 | 0.04% | — | 383 | +4,000 | New | Q2 2026 | Jul 21, 2026 |
| Manchester Capital Management LLC | History | No change | 4,000 | 258 | 0.03% | 0.03% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| APPLETON PARTNERS INC/MA | History | New | 3,950 | 255 | 0.02% | — | 384 | +3,950 | New | Q2 2026 | Jul 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | New | 3,913 | 252 | 0.01% | — | 385 | +3,913 | New | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,900 | 251 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Advisors LLC | History | New | 3,835 | 247 | 0.05% | — | 387 | +3,835 | New | Q2 2026 | Jul 28, 2026 |
| One Day In July LLC | History | New | 3,830 | 247 | 0.02% | — | 388 | +3,830 | New | Q2 2026 | Aug 03, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 3,810 | 245 | 0.0% | — | 389 | +3,810 | New | Q2 2026 | Aug 10, 2026 |
| Redwood Financial Network Corp | History | New | 3,807 | 245 | 0.14% | — | 390 | +3,807 | New | Q2 2026 | Aug 07, 2026 |
| Indivisible Partners | History | New | 3,799 | 245 | 0.01% | — | 391 | +3,799 | New | Q2 2026 | Aug 04, 2026 |
| SMITH, MOORE & CO. | History | New | 3,753 | 242 | 0.02% | — | 392 | +3,753 | New | Q2 2026 | Aug 12, 2026 |
| Clarity Financial LLC | History | New | 3,700 | 238 | 0.02% | — | 393 | +3,700 | New | Q2 2026 | Jul 20, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 3,683 | 237 | 0.05% | — | 394 | +3,683 | New | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,615 | 233 | 0.0% | 0.0% | 395 | -890 | -19.76% | Q2 2026 | Aug 03, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 3,600 | 232 | 0.02% | — | 396 | +3,600 | New | Q2 2026 | Jul 16, 2026 |
| Plan A Wealth LLC | History | New | 3,575 | 230 | 0.1% | — | 397 | +3,575 | New | Q2 2026 | Jul 14, 2026 |
| Alhambra Investment Management LLC | History | New | 3,555 | 229 | 0.1% | — | 399 | +3,555 | New | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 3,552 | 229 | 0.01% | — | 398 | +3,552 | New | Q2 2026 | Aug 11, 2026 |
| Vivaldi Capital Management LP | History | No change | 5,040 | 228 | 0.03% | 0.03% | 400 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,526 | 227 | 0.0% | 0.0% | 401 | -31,355 | -89.89% | Q2 2026 | Aug 11, 2026 |
| CAP Partners, LLC | History | New | 3,511 | 226 | 0.11% | — | 402 | +3,511 | New | Q2 2026 | Jul 30, 2026 |
| Keystone Financial Group | History | New | 3,500 | 225 | 0.01% | — | 403 | +3,500 | New | Q2 2026 | Jul 29, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 3,500 | 225 | 0.09% | — | 404 | +3,500 | New | Q2 2026 | Jul 16, 2026 |
| Smith Salley Wealth Management | History | No change | 801 | 224 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Venturi Wealth Management, LLC | History | New | 3,442 | 221 | 0.01% | — | 406 | +3,442 | New | Q2 2026 | Jul 20, 2026 |
| Montz Harcus Wealth Management LLC | History | New | 3,423 | 220 | 0.08% | — | 407 | +3,423 | New | Q2 2026 | Jul 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 3,400 | 219 | 0.0% | — | 408 | +3,400 | New | Q2 2026 | Aug 03, 2026 |
| ABLE Financial Group, LLC | History | New | 3,361 | 216 | 0.04% | — | 411 | +3,361 | New | Q2 2026 | Jul 22, 2026 |
| Vident Advisory, LLC | History | New | 3,360 | 216 | 0.0% | — | 410 | +3,360 | New | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | New | 3,350 | 216 | 0.0% | — | 409 | +3,350 | New | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,325 | 214 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clarus Group, Inc. | History | New | 3,300 | 212 | 0.07% | — | 413 | +3,300 | New | Q2 2026 | Jul 24, 2026 |
| Meridian Wealth Management, LLC | History | New | 3,271 | 210 | 0.01% | — | 415 | +3,271 | New | Q2 2026 | Aug 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 3,250 | 210 | 0.0% | — | 414 | +3,250 | New | Q2 2026 | Aug 14, 2026 |
| Evolution Wealth Advisors, LLC | History | New | 3,252 | 209 | 0.02% | — | 417 | +3,252 | New | Q2 2026 | Jul 29, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 3,246 | 209 | 0.01% | — | 416 | +3,246 | New | Q2 2026 | Aug 13, 2026 |
| CRA Financial Services, LLC | History | New | 3,245 | 209 | 0.02% | — | 418 | +3,245 | New | Q2 2026 | Jul 24, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | New | 3,215 | 207 | 0.12% | — | 419 | +3,215 | New | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,201 | 206 | 0.0% | — | 421 | +3,201 | New | Q2 2026 | Sep 08, 2026 |
| TRB Wealth Management, LLC | History | New | 3,201 | 206 | 0.03% | — | 422 | +3,201 | New | Q2 2026 | Aug 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | New | 3,200 | 206 | 0.0% | — | 420 | +3,200 | New | Q2 2026 | Jul 31, 2026 |
| CFO4Life Group, LLC | History | New | 3,167 | 204 | 0.03% | — | 423 | +3,167 | New | Q2 2026 | Aug 12, 2026 |
| Peak Retirement Planning, Inc. | History | New | 3,167 | 204 | 0.03% | — | 424 | +3,167 | New | Q2 2026 | Aug 10, 2026 |
| Coyle Financial Counsel LLC | History | New | 3,160 | 203 | 0.04% | — | 425 | +3,160 | New | Q2 2026 | Aug 07, 2026 |
| Balboa Wealth Partners | History | New | 3,104 | 200 | 0.03% | — | 426 | +3,104 | New | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,030 | 195 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3,000 | 193 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,729 | 175 | 0.0% | 0.0% | 429 | +1 | 0.04% | Q2 2026 | Jul 23, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 2,652 | 171 | 0.1% | 0.08% | 430 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | New | 2,550 | 164 | 0.0% | — | 431 | +2,550 | New | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,536 | 163 | 0.12% | 0.1% | 432 | +2 | 0.08% | Q2 2026 | Jul 22, 2026 |
| WEBSTER BANK, N. A. | History | New | 2,521 | 162 | 0.01% | — | 433 | +2,521 | New | Q2 2026 | Jul 20, 2026 |
| MCDONALD PARTNERS LLC | History | New | 2,350 | 151 | 0.04% | — | 434 | +2,350 | New | Q2 2026 | Jul 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 2,350 | 151 | 0.0% | — | 435 | +2,350 | New | Q2 2026 | Jul 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,250 | 145 | 0.01% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Realta Investment Advisors | History | No change | 2,000 | 129 | 0.04% | 0.03% | 437 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 1,999 | 128 | 0.01% | — | 438 | +1,999 | New | Q2 2026 | Aug 05, 2026 |
| Balentine LLC | History | No change | 1,870 | 120 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,822 | 118 | 0.0% | — | 440 | +1,822 | New | Q2 2026 | Aug 17, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,818 | 117 | 0.01% | — | 441 | +1,818 | New | Q2 2026 | Aug 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,720 | 110 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Finley Financial, LLC | History | New | 1,600 | 103 | 0.04% | — | 443 | +1,600 | New | Q2 2026 | Jul 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,583 | 102 | 0.0% | 0.0% | 444 | +700 | 79.28% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,620 | 102 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Capital Management | History | No change | 1,540 | 99 | 0.04% | 0.03% | 446 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,510 | 97 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,431 | 92 | 0.02% | 0.02% | 448 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,355 | 87 | 0.05% | 0.04% | 449 | +1 | 0.07% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | New | 1,300 | 83 | 0.01% | — | 451 | +1,300 | New | Q2 2026 | Aug 14, 2026 |
| Walsh & Associates, LLC | History | No change | 1,300 | 83 | 0.07% | 0.06% | 450 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,280 | 82 | 0.01% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Collier Financial | History | No change | 1,213 | 78 | 0.05% | 0.04% | 453 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 1,175 | 75 | 0.01% | 0.0% | 454 | +175 | 17.5% | Q2 2026 | Aug 11, 2026 |
| Banque Transatlantique SA | History | No change | 1,173 | 75 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 1,140 | 73 | 0.01% | — | 456 | +1,140 | New | Q2 2026 | Jul 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,077 | 69 | 0.0% | 0.0% | 457 | -100 | -8.5% | Q2 2026 | Aug 13, 2026 |
| Markowski Investments | History | New | 1,000 | 64 | 0.01% | — | 458 | +1,000 | New | Q2 2026 | Aug 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 955 | 61 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 910 | 58 | 0.02% | 0.0% | 461 | +840 | 1200.0% | Q2 2026 | Aug 03, 2026 |
| Front Row Advisors LLC | History | No change | 900 | 58 | 0.02% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 861 | 55 | 0.0% | 0.0% | 462 | -200 | -18.85% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 840 | 54 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caldwell Trust Co | History | No change | 690 | 44 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nemes Rush Group LLC | History | No change | 680 | 43 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 600 | 38 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| West Branch Capital LLC | History | New | 543 | 35 | 0.01% | — | 468 | +543 | New | Q2 2026 | Jul 10, 2026 |
| ASSETMARK, INC | History | Added to | 556 | 35 | 0.0% | 0.0% | 467 | +196 | 54.44% | Q2 2026 | Jul 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 509 | 32 | 0.0% | 0.0% | 469 | -260 | -33.81% | Q2 2026 | Aug 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 490 | 31 | 0.01% | — | 471 | +490 | New | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 482 | 31 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 476 | 30 | 0.0% | 0.01% | 472 | -2,220 | -82.34% | Q2 2026 | Jul 22, 2026 |
| AlphaCore Capital LLC | History | Reduced | 424 | 27 | 0.0% | 0.0% | 473 | -32 | -7.02% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | New | 417 | 26 | 0.0% | — | 475 | +417 | New | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | Added to | 402 | 26 | 0.0% | 0.0% | 474 | +1 | 0.25% | Q2 2026 | Aug 05, 2026 |
| Highland Investment Advisors LLC | History | New | 369 | 23 | 0.01% | — | 477 | +369 | New | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 362 | 23 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 350 | 22 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCF Advisors LLC | History | No change | 340 | 21 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | New | 323 | 20 | 0.0% | — | 481 | +323 | New | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 320 | 20 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | Added to | 274 | 17 | 0.0% | 0.0% | 482 | +1 | 0.37% | Q2 2026 | Aug 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 219 | 14 | 0.0% | 0.0% | 483 | +1 | 0.46% | Q2 2026 | Aug 20, 2026 |
| MATHER GROUP, LLC. | History | No change | 230 | 14 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Gravity Companies, Inc. | History | New | 209 | 13 | 0.0% | — | 486 | +209 | New | Q2 2026 | Aug 05, 2026 |
| Roxbury Financial LLC | History | No change | 212 | 13 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| SYM FINANCIAL Corp | History | No change | 200 | 12 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Asset Dedication, LLC | History | No change | 173 | 11 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Synergy Investment Management, LLC | History | No change | 175 | 11 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 161 | 10 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cape Investment Advisory, Inc. | History | New | 150 | 9 | 0.0% | — | 492 | +150 | New | Q2 2026 | Jul 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 209 | 9 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 134 | 8 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Abound Wealth Management | History | New | 110 | 7 | 0.0% | — | 496 | +110 | New | Q2 2026 | Jul 10, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 120 | 7 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MTM Investment Management, LLC | History | No change | 110 | 7 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 95 | 6 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 89 | 5 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthShield Partners, LLC | History | Reduced | 70 | 4 | 0.0% | 0.0% | 501 | -100 | -58.82% | Q2 2026 | Aug 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | New | 76 | 4 | 0.0% | — | 503 | +76 | New | Q2 2026 | Jul 29, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 70 | 4 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 75 | 4 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HOWE & RUSLING INC | History | No change | 60 | 3 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| City State Bank | History | No change | 60 | 3 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | New | 44 | 2 | 0.0% | — | 507 | +44 | New | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 20 | 1 | 0.0% | 0.0% | 508 | -39,980 | -99.95% | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 9.98% | — | -1,467,902 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Compass Wealth Management, LLC/GA | History | Closed out | 0 | 0 | — | 6.53% | — | -338,008 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -58,756 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,811 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,270 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,662 | -100.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,817 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -6,567 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Seal Cove Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,408 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Hickory Point Bank & Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -869 | -100.0% | Q2 2026 | Jul 17, 2026 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -790 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -738 | -100.0% | Q2 2026 | Jul 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -451 | -100.0% | Q2 2026 | Jul 20, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Closed out | 0 | 0 | — | 0.02% | — | -197 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 13 | 0 | — | 0.0% | — | -153 | -92.17% | Q2 2026 | Jul 21, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Dunhill Financial, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 07, 2026 |
| Go Invest LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 05, 2026 |
| Networth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |